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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
726
Leonteq Securities AG
Switzerland
$39.4K +$40.4K +479 New
CFO
727
CVA Family Office
Colorado
$37K +$5.07K +60 +16%
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K -$16.9K -200 -33%
FCA
729
FinTrust Capital Advisors
South Carolina
$33K -$8.53K -101 -20%
BCWM
730
Bartlett & Co Wealth Management
Ohio
$32.6K – – –
BC
731
Bartlett & Co
Ohio
$32K – – –
BWP
732
Baldwin Wealth Partners
Massachusetts
$31K – – –
ST
733
Smithfield Trust
Pennsylvania
$31K – – –
GAM
734
Gemmer Asset Management
California
$31K +$591 +7 +2%
ZB
735
Zions Bancorporation
Utah
$30K -$169 -2 -0.5%
PA
736
Perennial Advisors
New York
$27K – – –
PK
737
Pflug Koory
Nebraska
$27K – – –
PFBT
738
Parkside Financial Bank & Trust
Missouri
$27K +$2.45K +29 +10%
MGIM
739
M&G Investment Management
United Kingdom
$26.3K +$27M +320,157 New
JWA
740
JFS Wealth Advisors
Pennsylvania
$26K -$4.64K -55 -15%
HFA
741
Hoover Financial Advisors
Pennsylvania
$26K – – –
IA
742
IFP Advisors
Florida
$25K -$5.82K -69 -18%
TFGT
743
TS Financial Group (TSFG)
Illinois
$25K – – –
TFIPS
744
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.7K – – –
RFA
745
Reilly Financial Advisors
California
$24K – – –
EBA
746
Eagle Bay Advisors
New York
$23K +$22.9K +271 New
AF
747
Allworth Financial
California
$22K – – –
GWS
748
Glassman Wealth Services
Virginia
$22K +$2.53K +30 +13%
TCWA
749
Ten Capital Wealth Advisors
Washington
$22K +$22.9K +271 New
KFS
750
Kelly Financial Services
Massachusetts
$22K +$153K +1,814 +8,245%
28 29
30
31 32