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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
EverSource Wealth Advisors
Alabama
$70.2K -$66.1K -692 -47%
BSB
827
Bangor Savings Bank
Maine
$64.1K -$32.7K -342 -32%
TFGT
828
TS Financial Group (TSFG)
Illinois
$64K +$41.2K +431 +150%
SSG
829
Summit Securities Group
New York
$63.9K +$1.34K +14 +2%
CWM
830
Crowley Wealth Management
Delaware
$63K – – –
DMBA
831
Deseret Mutual Benefit Administrators
Utah
$62.5K – – –
CTC
832
Central Trust Company
Missouri
$61.2K – – –
OIAM
833
OFI Invest Asset Management
France
$60.3K +$69.4K +727 New
WBC
834
West Branch Capital
Massachusetts
$58.3K – – –
HCP
835
Hexagon Capital Partners
Arkansas
$56.1K -$28.6K -299 -32%
IA
836
IFP Advisors
Florida
$55.8K -$2.48K -26 -4%
WA
837
Whipplewood Advisors
Colorado
$53.8K +$2.04M +21,380 +3,432%
HIMS
838
Hager Investment Management Services
New Hampshire
$51K – – –
C
839
Covestor
United Kingdom
$51K +$10.1K +106 +23%
SAM
840
S.A. Mason
Michigan
$49.2K – – –
TFIPS
841
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.2K +$23.9K +250 +83%
SCM
842
Silvant Capital Management
Georgia
$49.1K – – –
WF
843
Wayfinding Financial
Washington
$49K +$52.9K +554 New
CCA
844
Catalyst Capital Advisors
New York
$47.2K -$19K -199 -27%
1IA
845
1620 Investment Advisors
Massachusetts
$46.5K – – –
ZBNA
846
Zions Bancorporation, National Association
Utah
$45.6K +$48.6K +509 New
MCM
847
MV Capital Management
Maryland
$45.3K +$24K +251 +98%
AWM
848
Avior Wealth Management
Nebraska
$45.3K -$1.09M -11,396 -96%
CT
849
Coastline Trust
Rhode Island
$44.8K – – –
DSC
850
Duncker Streett & Co
Missouri
$44.8K – – –
32 33
34
35 36