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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
SHP Wealth Management
Massachusetts
$359K +$8.7K +68 +2%
OL
752
Optas LLC
Texas
$357K +$20.8K +163 +6%
BHC
753
Bull Harbor Capital
Maryland
$355K +$359K +2,808 New
LGF
754
LGT Group Foundation
Liechtenstein
$355K +$639 +5 +0.2%
S
755
Storgate
Texas
$355K +$5.37K +42 +2%
DT
756
Diversified Trust
Tennessee
$355K +$53.2K +416 +17%
AEPWM
757
Atlantic Edge Private Wealth Management
Florida
$355K – – –
DO
758
denkapparat Operations
Germany
$354K – – –
CA
759
Cornerstone Advisory
Maryland
$352K +$5.5K +43 +2%
EH
760
Equitable Holdings
New York
$351K +$77.8K +608 +29%
PGFC
761
Peapack-Gladstone Financial Corp
New Jersey
$349K -$36.8K -288 -9%
SFC
762
SYM Financial Corp
Indiana
$348K +$15.9K +124 +5%
First Manhattan
763
First Manhattan
New York
$345K – – –
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$344K – – –
BPWM
765
BCS Private Wealth Management
New Jersey
$344K – – –
CI
766
Cigna Investments
Connecticut
$340K -$10.7K -84 -3%
HW
767
Hancock Whitney
Mississippi
$334K -$23.7K -185 -8%
BL
768
BFSG LLC
California
$334K -$26.5K -207 -7%
SCA
769
Snowden Capital Advisors
New York
$332K +$91.2K +713 +37%
XWL
770
XXI Wealth LLC
Illinois
$326K +$329K +2,574 New
OIA
771
OneDigital Investment Advisors
Kansas
$326K -$177K -1,387 -35%
MYIA
772
Mount Yale Investment Advisors
Colorado
$324K +$327K +2,557 New
GS
773
GTS Securities
Florida
$323K -$185K -1,446 -36%
CPWA
774
Cerro Pacific Wealth Advisors
California
$321K +$324K +2,535 New
SWK
775
Stephen W. Kidder
$320K -$38.4K -300 -11%