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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
801
Dorsey & Whitney Trust
South Dakota
$212K +$204K +1,824 New
VWM
802
Venturi Wealth Management
Texas
$211K +$203K +1,821 New
PWMA
803
Pension & Wealth Management Advisors
Massachusetts
$210K
SMA
804
Seven Mile Advisory
New Jersey
$209K +$201K +1,801 New
KIA
805
KCM Investment Advisors
California
$209K +$201K +1,800 New
CCAL
806
City Center Advisors LLC
Michigan
$209K +$201K +1,800 New
RA
807
Ransom Advisory
Rhode Island
$207K
DT
808
Diversified Trust
Tennessee
$206K -$473K -4,242 -70%
PP
809
PDS Planning
Ohio
$206K +$198K +1,773 New
OC
810
Oppenheimer & Co
New York
$205K +$197K +1,767 New
CNBOF
811
City National Bank of Florida
Florida
$205K +$197K +1,766 New
FWIA
812
Fort Washington Investment Advisors
Ohio
$205K +$197K +1,764 New
WT
813
Whittier Trust
California
$202K
GLF
814
Groupe la Francaise
France
$200K -$132K -1,183 -41%
BLC
815
Brown, Lisle/Cummings
Rhode Island
$198K
MCM
816
Manchester Capital Management
Vermont
$192K -$1.23K -11 -0.7%
SSG
817
Summit Securities Group
New York
$189K +$160K +1,436 +748%
UB
818
UMB Bank
Missouri
$186K -$49.8K -446 -22%
OWP
819
ORG Wealth Partners
Texas
$176K +$62.8K +563 +59%
MPWT
820
MassMutual Private Wealth & Trust
Connecticut
$173K -$24.4K -219 -13%
GRP
821
Global Retirement Partners
California
$171K +$11.7K +105 +8%
LSA
822
Leonteq Securities AG
Switzerland
$168K +$162K +1,452 New
WTC
823
WhitTier Trust Company
Nevada
$153K -$4.46K -40 -3%
PB
824
Pinnacle Bancorp
Nebraska
$152K
KTC
825
Kentucky Trust Company
Kentucky
$147K