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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
851
Shayne & Jacobs LLC
Tennessee
$348K -$356K -2,308 -53%
FCP
852
Fidelis Capital Partners
Florida
$343K +$312K +2,021 New
ICP
853
Interchange Capital Partners
Pennsylvania
$341K +$310K +2,008 New
NB
854
NBT Bank
New York
$341K -$1.08K -7 -0.3%
CIAS
855
CFS Investment Advisory Services
New Jersey
$340K -$463 -3 -0.2%
KA
856
KLCM Advisors
Wisconsin
$339K – – –
WRPWM
857
Werba Rubin Papier Wealth Management
California
$338K -$10.3K -67 -3%
WWM
858
Western Wealth Management
Colorado
$337K -$2.16K -14 -0.7%
WETS
859
Wealth Enhancement Trust Services
South Dakota
$336K +$74.8K +485 +32%
VEA
860
Virtus ETF Advisers
New York
$335K +$3.24K +21 +1%
RPWA
861
Regent Peak Wealth Advisors
Georgia
$335K +$1.54K +10 +0.5%
RBC
862
Romano Brothers & Co
Illinois
$327K – – –
KF
863
Krilogy Financial
Missouri
$325K +$50.3K +326 +20%
HW
864
Hancock Whitney
Mississippi
$324K -$44.3K -287 -13%
KFC
865
Klingenstein Fields & Co
New York
$322K – – –
BFG
866
Beacon Financial Group
Texas
$322K -$37.9K -246 -11%
DWM
867
Drive Wealth Management
Utah
$322K -$1.39K -9 -0.5%
TCWA
868
Turtle Creek Wealth Advisors
Texas
$320K – – –
ATS
869
Ashton Thomas Securities
New York
$319K +$291K +1,884 New
MA
870
Mutual Advisors
Nebraska
$319K -$22.1K -143 -7%
PA
871
Perennial Advisors
New York
$318K -$7.71K -50 -3%
BTWM
872
Baker Tilly Wealth Management
Wisconsin
$317K +$6.48K +42 +2%
HCM
873
Howard Capital Management
Georgia
$317K +$288K +1,867 New
VAS
874
Vestmark Advisory Solutions
Massachusetts
$316K -$7.71K -50 -3%
MWPCG
875
Measured Wealth Private Client Group
New Hampshire
$311K -$29.6K -192 -9%
33 34
35
36 37