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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
801
Liberty Wealth Management
California
$3K +$475 +7 +17%
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$2.71K +40 New
APW
803
Acima Private Wealth
Virginia
$2K – – –
BWM
804
Baystate Wealth Management
Massachusetts
$2K – – –
CFN
805
Cordasco Financial Network
Florida
$2K – – –
MF
806
Manchester Financial
California
$2K – – –
NFG
807
Next Financial Group
Texas
$2K – – –
SFO
808
Standard Family Office
South Dakota
$2K +$1.63K +24 New
ATC
809
Adirondack Trust Company
New York
$2K +$2.1K +31 New
CFGS
810
Concourse Financial Group Securities
Alabama
$2K +$2.17K +32 New
CAAS
811
Capital Asset Advisory Services
Michigan
$2K +$2.24K +33 New
KFS
812
Kelly Financial Services
Massachusetts
$1.6K – – –
CCA
813
Column Capital Advisors
Indiana
$1K – – –
MLFP
814
MPS Loria Financial Planners
Illinois
$1K +$1.22K +18 New
ZP
815
Zimmer Partners
New York
– -$8.9M -150,000 Closed
ACH
816
ArrowMark Colorado Holdings
Colorado
– -$7.18M -121,000 Closed
GC
817
Gillson Capital
Illinois
– -$5.79M -97,592 Closed
VRS
818
Virginia Retirement Systems
Virginia
– -$4.89M -82,400 Closed
Point72 Asset Management
819
Point72 Asset Management
Connecticut
– -$4.86M -81,844 Closed
Tudor Investment Corp
820
Tudor Investment Corp
Connecticut
– -$4.74M -79,830 Closed
BC
821
Brookfield Corp
Ontario, Canada
– -$4.06M -68,424 Closed
TC
822
TwinBeech Capital
New York
– -$3.75M -63,170 Closed
APCM
823
Arbiter Partners Capital Management
New York
– -$2.67M -45,000 Closed
ETC
824
Exchange Traded Concepts
Oklahoma
– -$2.03M -34,284 Closed
CIP
825
Convergence Investment Partners
Florida
– -$1.7M -28,716 Closed