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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
751
Institutional & Family Asset Management
Colorado
$158K +$7.44K +75 +5%
ECM
752
Estabrook Capital Management
New York
$155K – – –
PHK
753
Point72 Hong Kong
Hong Kong
$154K -$228K -2,297 -58%
MCM
754
Manchester Capital Management
Vermont
$154K – – –
DAM
755
Delta Asset Management
Tennessee
$142K +$152K +1,530 New
CSC
756
Cove Street Capital
California
$140K – – –
TFS
757
TrustCore Financial Services
Tennessee
$137K +$4.86K +49 +3%
WAM
758
Wealthspire Advisors (Maryland)
Maryland
$136K -$9.42K -95 -6%
FHA
759
First Horizon Advisors
Tennessee
$122K – – –
WTB
760
Washington Trust Bank
Washington
$115K – – –
VFA
761
Valeo Financial Advisors
Indiana
$111K +$16.4K +165 +14%
BCA
762
Bay Colony Advisors
Massachusetts
$109K +$116K +1,166 New
SNT
763
Security National Trust
West Virginia
$108K – – –
HCM
764
Highlander Capital Management
New Jersey
$107K – – –
JCM
765
Jacobi Capital Management
Pennsylvania
$107K – – –
MGIA
766
Moneta Group Investment Advisors
Missouri
$103K +$30.7K +310 +39%
FWM
767
Focused Wealth Management
New York
$102K -$9.92K -100 -8%
CAW
768
Cornerstone Advisors (Washington)
Washington
$102K +$3.37K +34 +3%
WF
769
WealthTrust Fairport
Ohio
$101K +$18.9K +191 +21%
GWM
770
Geneos Wealth Management
Colorado
$97K -$694 -7 -0.7%
PA
771
Parallel Advisors
California
$97K +$4.07K +41 +4%
M
772
MOTCO
Texas
$94K -$5.75K -58 -5%
GLI
773
Guardian Life Insurance
New York
$94K +$16.1K +162 +19%
NCM
774
Northstar Capital Management
New York
$93K -$49.6K -500 -33%
MA
775
MUFG Americas
New York
$89K -$12.5K -126 -12%
29 30
31
32 33