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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
876
Mutual Advisors
Nebraska
$319K -$22.1K -143 -7%
PA
877
Perennial Advisors
New York
$318K -$7.71K -50 -3%
BTWM
878
Baker Tilly Wealth Management
Wisconsin
$317K +$6.48K +42 +2%
HCM
879
Howard Capital Management
Georgia
$317K +$288K +1,867 New
VAS
880
Vestmark Advisory Solutions
Massachusetts
$316K -$7.71K -50 -3%
MWPCG
881
Measured Wealth Private Client Group
New Hampshire
$311K -$29.6K -192 -9%
DWT
882
Dorsey & Whitney Trust
South Dakota
$309K +$281K +1,823 New
ONB
883
Old National Bancorp
Indiana
$306K +$278K +1,805 New
KIA
884
KCM Investment Advisors
California
$303K -$8.48K -55 -3%
VA
885
VestGen Advisors
Illinois
$303K +$275K +1,784 New
SACTSONJ
886
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$301K -$17.9K -116 -6%
KA
887
Kovack Advisors
Florida
$301K -$3.85K -25 -1%
HI
888
Harbour Investments
Wisconsin
$301K -$617 -4 -0.2%
TWP
889
Tower Wealth Partners
Pennsylvania
$301K +$20K +130 +8%
JWS
890
Juncture Wealth Strategies
Arizona
$300K -$15.4K -100 -5%
FWIA
891
Fort Washington Investment Advisors
Ohio
$299K – – –
DWA
892
Douglass Winthrop Advisors
New York
$298K – – –
TAM
893
Trillium Asset Management
Massachusetts
$298K – – –
PI
894
PFG Investments
New York
$297K +$270K +1,754 New
MMA
895
Miracle Mile Advisors
California
$296K +$269K +1,745 New
QC
896
Quent Capital
New York
$295K -$7.25K -47 -3%
1C
897
111 Capital
France
$294K +$268K +1,736 New
5NPW
898
55 North Private Wealth
Florida
$292K +$266K +1,723 New
LCM
899
Landscape Capital Management
New Jersey
$292K +$265K +1,721 New
RA
900
Riversedge Advisors
Delaware
$292K +$15.6K +101 +6%
34 35
36
37 38