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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
751
Laidlaw Wealth Management
New York
$530K +$482K +3,126 New
DT
752
Diversified Trust
Tennessee
$530K +$49.3K +320 +11%
CFA
753
Collaborative Fund Advisors
Nevada
$529K -$54.1K -351 -10%
PCA
754
Pallas Capital Advisors
Massachusetts
$529K -$247K -1,604 -34%
MWM
755
Modern Wealth Management
Kansas
$528K +$480K +3,115 New
BHC
756
Bull Harbor Capital
Maryland
$527K +$46.6K +302 +11%
PCIA
757
Prime Capital Investment Advisors
Kansas
$527K -$27.9K -181 -6%
QI
758
Qtron Investments
Massachusetts
$526K – – –
NSB
759
Norway Savings Bank
Maine
$525K -$6.17K -40 -1%
VCM
760
Voleon Capital Management
California
$524K +$201K +1,303 +73%
IAG
761
Investment Advisory Group
Massachusetts
$524K +$6.01K +39 +1%
MCA
762
McGuire Capital Advisors
Oklahoma
$519K +$472K +3,059 New
CT
763
Clearstead Trust
Maine
$516K – – –
CIA
764
Choate Investment Advisors
Massachusetts
$515K -$27.4K -178 -6%
RI
765
Ridgewood Investments
New Jersey
$514K -$594K -3,854 -56%
CCM
766
Cohen Capital Management
California
$509K – – –
FC
767
FORA Capital
Florida
$506K +$460K +2,982 New
PCM
768
Polymer Capital Management
New York
$505K -$177K -1,145 -28%
BW
769
BostonPremier Wealth
Massachusetts
$503K +$1.85K +12 +0.4%
CA
770
Cannon Advisors
North Carolina
$498K -$549K -3,563 -57%
XWL
771
XXI Wealth LLC
Illinois
$489K +$47.5K +308 +12%
BFC
772
Blue Fin Capital
Rhode Island
$488K -$31K -201 -7%
AEPWM
773
Atlantic Edge Private Wealth Management
Florida
$488K +$11.6K +75 +3%
DJSG
774
D.J. St. Germain
Massachusetts
$487K – – –
OL
775
Optas LLC
Texas
$485K +$5.86K +38 +1%
29 30
31
32 33