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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
851
Mystic Asset Management
Rhode Island
$356K – – –
SP
852
Stablepoint Partners
Massachusetts
$355K – – –
BA
853
Bridgewater Advisors
New York
$353K -$3.39K -22 -1%
JWBC
854
J.W. Burns & Co
New York
$353K -$3.08K -20 -1%
ALAM
855
Asahi Life Asset Management
Japan
$353K +$321K +2,080 New
CVM
856
Cheviot Value Management
California
$351K – – –
SJL
857
Shayne & Jacobs LLC
Tennessee
$348K -$356K -2,308 -53%
FCP
858
Fidelis Capital Partners
Florida
$343K +$312K +2,021 New
ICP
859
Interchange Capital Partners
Pennsylvania
$341K +$310K +2,008 New
NB
860
NBT Bank
New York
$341K -$1.08K -7 -0.3%
CIAS
861
CFS Investment Advisory Services
New Jersey
$340K -$463 -3 -0.2%
KA
862
KLCM Advisors
Wisconsin
$339K – – –
WRPWM
863
Werba Rubin Papier Wealth Management
California
$338K -$10.3K -67 -3%
WWM
864
Western Wealth Management
Colorado
$337K -$2.16K -14 -0.7%
WETS
865
Wealth Enhancement Trust Services
South Dakota
$336K +$74.8K +485 +32%
VEA
866
Virtus ETF Advisers
New York
$335K +$3.24K +21 +1%
RPWA
867
Regent Peak Wealth Advisors
Georgia
$335K +$1.54K +10 +0.5%
RBC
868
Romano Brothers & Co
Illinois
$327K – – –
KF
869
Krilogy Financial
Missouri
$325K +$50.3K +326 +20%
HW
870
Hancock Whitney
Mississippi
$324K -$44.3K -287 -13%
KFC
871
Klingenstein Fields & Co
New York
$322K – – –
BFG
872
Beacon Financial Group
Texas
$322K -$37.9K -246 -11%
DWM
873
Drive Wealth Management
Utah
$322K -$1.39K -9 -0.5%
TCWA
874
Turtle Creek Wealth Advisors
Texas
$320K – – –
ATS
875
Ashton Thomas Securities
New York
$319K +$291K +1,884 New
33 34
35
36 37