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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
7WCP
826
71 West Capital Partners
Massachusetts
$262K +$48.3K +378 +22%
CVM
827
Cheviot Value Management
California
$262K
WRPWM
828
Werba Rubin Papier Wealth Management
California
$261K +$42.3K +331 +19%
MWPCG
829
Measured Wealth Private Client Group
New Hampshire
$256K +$220K +1,719 +564%
MA
830
Mutual Advisors
Nebraska
$256K +$767 +6 +0.3%
NB
831
NBT Bank
New York
$255K -$3.84K -30 -1%
WWM
832
Western Wealth Management
Colorado
$253K +$7.67K +60 +3%
KA
833
KLCM Advisors
Wisconsin
$253K
MTIM
834
Marathon Trading Investment Management
Pennsylvania
$253K +$256K +2,000 New
RPWA
835
Regent Peak Wealth Advisors
Georgia
$249K +$7.42K +58 +3%
VEA
836
Virtus ETF Advisers
New York
$247K -$24.6K -192 -9%
Fidelity International
837
Fidelity International
Bermuda
$245K +$248K +1,937 New
RBC
838
Romano Brothers & Co
Illinois
$244K
PA
839
Perennial Advisors
New York
$243K
BWP
840
BSW Wealth Partners
Colorado
$243K +$245K +1,918 New
VAS
841
Vestmark Advisory Solutions
Massachusetts
$242K +$245K +1,912 New
NIM
842
Northeast Investment Management
Massachusetts
$242K -$24.4K -191 -9%
OIAM
843
OFI Invest Asset Management
France
$242K +$48.7K +381 +21%
DWM
844
Drive Wealth Management
Utah
$241K +$4.6K +36 +2%
HT
845
Headlands Technologies
Illinois
$241K +$244K +1,906 New
EFG
846
Elevated Financial Group
Indiana
$241K -$27.5K -215 -10%
KFC
847
Klingenstein Fields & Co
New York
$240K
SACTSONJ
848
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$239K +$242K +1,891 New
TCWA
849
Turtle Creek Wealth Advisors
Texas
$239K +$23.9K +187 +11%
BCM
850
Bannerstone Capital Management
Minnesota
$237K +$384 +3 +0.2%