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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
826
U.S. Capital Wealth Advisors
Texas
$264K +$266K +2,083 New
7WCP
827
71 West Capital Partners
Massachusetts
$262K +$48.3K +378 +22%
CVM
828
Cheviot Value Management
California
$262K – – –
WRPWM
829
Werba Rubin Papier Wealth Management
California
$261K +$42.3K +331 +19%
MWPCG
830
Measured Wealth Private Client Group
New Hampshire
$256K +$220K +1,719 +564%
MA
831
Mutual Advisors
Nebraska
$256K +$767 +6 +0.3%
NB
832
NBT Bank
New York
$255K -$3.84K -30 -1%
WWM
833
Western Wealth Management
Colorado
$253K +$7.67K +60 +3%
KA
834
KLCM Advisors
Wisconsin
$253K – – –
MTIM
835
Marathon Trading Investment Management
Pennsylvania
$253K +$256K +2,000 New
RPWA
836
Regent Peak Wealth Advisors
Georgia
$249K +$7.42K +58 +3%
VEA
837
Virtus ETF Advisers
New York
$247K -$24.6K -192 -9%
Fidelity International
838
Fidelity International
Bermuda
$245K +$248K +1,937 New
RBC
839
Romano Brothers & Co
Illinois
$244K – – –
PA
840
Perennial Advisors
New York
$243K – – –
BWP
841
BSW Wealth Partners
Colorado
$243K +$245K +1,918 New
VAS
842
Vestmark Advisory Solutions
Massachusetts
$242K +$245K +1,912 New
NIM
843
Northeast Investment Management
Massachusetts
$242K -$24.4K -191 -9%
OIAM
844
OFI Invest Asset Management
France
$242K +$48.7K +381 +21%
DWM
845
Drive Wealth Management
Utah
$241K +$4.6K +36 +2%
HT
846
Headlands Technologies
Illinois
$241K +$244K +1,906 New
EFG
847
Elevated Financial Group
Indiana
$241K -$27.5K -215 -10%
KFC
848
Klingenstein Fields & Co
New York
$240K – – –
SACTSONJ
849
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$239K +$242K +1,891 New
TCWA
850
Turtle Creek Wealth Advisors
Texas
$239K +$23.9K +187 +11%