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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$264K +$6.84K +74 +3%
IWM
727
IHT Wealth Management
Illinois
$264K +$1.29K +14 +0.6%
SFC
728
SYM Financial Corp
Indiana
$262K -$2.04K -22 -0.9%
EPIM
729
Evelyn Partners Investment Management
$261K – – –
PCM
730
Polymer Capital Management
New York
$261K -$284K -3,068 -56%
DTC
731
Davidson Trust Company
Washington
$260K -$9.99K -108 -4%
PCP
732
Proficio Capital Partners
Massachusetts
$259K +$225K +2,438 New
BAAM
733
Baker Avenue Asset Management
California
$256K +$223K +2,410 New
BHWM
734
Bar Harbor Wealth Management
New Hampshire
$256K – – –
RFC
735
Regions Financial Corp
Alabama
$255K -$19.3K -209 -8%
HFAS
736
Hummer Financial Advisory Services
Illinois
$255K – – –
WB
737
Webster Bank
Connecticut
$253K -$40.9K -442 -16%
CWP
738
Capital Wealth Planning
Florida
$253K – – –
CGL
739
Clarius Group LLC
Washington
$251K -$16.5K -178 -7%
IAG
740
Investment Advisory Group
Massachusetts
$251K – – –
LA
741
LM Advisors
California
$248K -$462 -5 -0.2%
C
742
Covestor
United Kingdom
$247K +$162K +1,754 +307%
BIG
743
Brooklyn Investment Group
New York
$247K +$77.3K +836 +56%
GIA
744
GHP Investment Advisors
Colorado
$246K -$102K -1,102 -32%
XT
745
XTX Topco
Cayman Islands
$246K -$2.25M -24,298 -91%
VCAM
746
Van Cleef Asset Management
Ohio
$245K – – –
MA
747
Mutual Advisors
Nebraska
$244K +$200K +2,164 New
TCOV
748
Trust Company of Vermont
Vermont
$243K +$37K +400 +21%
KFI
749
Key Financial Inc
Pennsylvania
$242K – – –
CT
750
Colonial Trust
South Carolina
$240K +$277 +3 +0.1%
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