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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
751
Bull Harbor Capital
Maryland
$527K +$46.6K +302 +11%
PCIA
752
Prime Capital Investment Advisors
Kansas
$527K -$27.9K -181 -6%
QI
753
Qtron Investments
Massachusetts
$526K – – –
NSB
754
Norway Savings Bank
Maine
$525K -$6.17K -40 -1%
VCM
755
Voleon Capital Management
California
$524K +$201K +1,303 +73%
IAG
756
Investment Advisory Group
Massachusetts
$524K +$6.01K +39 +1%
MCA
757
McGuire Capital Advisors
Oklahoma
$519K +$472K +3,059 New
CT
758
Clearstead Trust
Maine
$516K – – –
CIA
759
Choate Investment Advisors
Massachusetts
$515K -$27.4K -178 -6%
RI
760
Ridgewood Investments
New Jersey
$514K -$594K -3,854 -56%
CCM
761
Cohen Capital Management
California
$509K – – –
FC
762
FORA Capital
Florida
$506K +$460K +2,982 New
PCM
763
Polymer Capital Management
New York
$505K -$177K -1,145 -28%
BW
764
BostonPremier Wealth
Massachusetts
$503K +$1.85K +12 +0.4%
CA
765
Cannon Advisors
North Carolina
$498K -$549K -3,563 -57%
XWL
766
XXI Wealth LLC
Illinois
$489K +$47.5K +308 +12%
BFC
767
Blue Fin Capital
Rhode Island
$488K -$31K -201 -7%
AEPWM
768
Atlantic Edge Private Wealth Management
Florida
$488K +$11.6K +75 +3%
DJSG
769
D.J. St. Germain
Massachusetts
$487K – – –
OL
770
Optas LLC
Texas
$485K +$5.86K +38 +1%
FPAS
771
Focus Partners Advisor Solutions
Missouri
$484K +$92.2K +598 +26%
SFC
772
SYM Financial Corp
Indiana
$481K +$13K +84 +3%
CA
773
Cornerstone Advisory
Maryland
$480K +$7.86K +51 +2%
PE
774
PCM Encore
Colorado
$480K -$19.7K -128 -4%
WS
775
Wedbush Securities
California
$479K -$54.4K -353 -11%
29 30
31
32 33