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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
751
Evelyn Partners Investment Management
$315K -$1.2K -10 -0.4%
WIA
752
World Investment Advisors
California
$315K +$293K +2,443 New
LCWP
753
Legacy Capital Wealth Partners
Arkansas
$315K -$5.27K -44 -2%
VCM
754
Versant Capital Management
Arizona
$315K +$32K +267 +12%
BWP
755
Balboa Wealth Partners
Arizona
$315K +$48.6K +406 +20%
IWM
756
IHT Wealth Management
Illinois
$313K +$6.47K +54 +2%
GIA
757
Gateway Investment Advisers
Ohio
$313K +$291K +2,426 New
DTC
758
Davidson Trust Company
Washington
$313K -$2.87K -24 -1%
Tudor Investment Corp
759
Tudor Investment Corp
Connecticut
$311K +$288K +2,408 New
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$310K – – –
HFAS
761
Hummer Financial Advisory Services
Illinois
$310K – – –
DT
762
Diversified Trust
Tennessee
$308K +$73K +610 +34%
WB
763
Webster Bank
Connecticut
$307K – – –
HW
764
Hancock Whitney
Mississippi
$307K -$624K -5,207 -69%
XF
765
XML Financial
Maryland
$306K +$284K +2,375 New
CWP
766
Capital Wealth Planning
Florida
$306K – – –
GIA
767
GHP Investment Advisors
Colorado
$303K +$1.92K +16 +0.7%
AG
768
Ascent Group
Virginia
$299K +$14.1K +118 +5%
VCAM
769
Van Cleef Asset Management
Ohio
$297K – – –
Empower Advisory Group
770
Empower Advisory Group
Colorado
$295K +$274K +2,287 New
IAA
771
Independent Advisor Alliance
North Carolina
$294K -$6.11K -51 -2%
KFI
772
Key Financial Inc
Pennsylvania
$293K – – –
ETC
773
Exchange Traded Concepts
Oklahoma
$293K -$45.7K -382 -14%
OC
774
Oppenheimer & Co
New York
$292K +$59.9K +500 +28%
RFC
775
Regions Financial Corp
Alabama
$291K +$2.04K +17 +0.8%