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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
726
Prime Capital Investment Advisors
Kansas
$416K +$2.81K +22 +0.7%
NP
727
NorthRock Partners
Minnesota
$411K +$156K +1,219 +60%
ZF
728
Zhang Financial
Michigan
$411K – – –
CIA
729
Choate Investment Advisors
Massachusetts
$407K -$38.6K -302 -9%
EFS
730
Essex Financial Services
Connecticut
$404K +$2.69K +21 +0.7%
WS
731
Wedbush Securities
California
$402K +$2.43K +19 +0.6%
BMWM
732
Brown Miller Wealth Management
Virginia
$399K – – –
AWM
733
Axxcess Wealth Management
California
$399K +$166K +1,296 +70%
NSB
734
Norway Savings Bank
Maine
$397K -$639 -5 -0.2%
AU
735
AlphaGrep UK
$394K +$18.8K +147 +5%
QI
736
Qtron Investments
Massachusetts
$393K – – –
BFC
737
Blue Fin Capital
Rhode Island
$390K – – –
SCA
738
Stokes Capital Advisors
South Carolina
$389K +$393K +3,075 New
IAG
739
Investment Advisory Group
Massachusetts
$386K +$1.92K +15 +0.5%
CT
740
Clearstead Trust
Maine
$385K -$26.7K -209 -6%
PCM
741
Parsons Capital Management
Rhode Island
$381K +$102K +795 +36%
CCM
742
Cohen Capital Management
California
$380K – – –
PE
743
PCM Encore
Colorado
$374K +$32K +250 +9%
I
744
InceptionR
California
$374K -$1.39M -10,888 -79%
BW
745
BostonPremier Wealth
Massachusetts
$374K +$1.53K +12 +0.4%
AG
746
Ascent Group
Virginia
$370K +$78K +610 +26%
DJSG
747
D.J. St. Germain
Massachusetts
$363K – – –
SF
748
Summit Financial
New Jersey
$361K -$384 -3 -0.1%
SW
749
SVB Wealth
Massachusetts
$361K -$69.8K -546 -16%
OP
750
Oslo Pensjonsforsikring
$359K +$363K +2,840 New