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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
901
Manchester Capital Management
Vermont
$289K +$154 +1 +0.1%
UB
902
UMB Bank
Missouri
$289K +$37.2K +241 +16%
SIA
903
Soltis Investment Advisors
Utah
$288K +$262K +1,701 New
PCG
904
Prosperity Consulting Group
Maryland
$286K +$260K +1,688 New
LFG
905
Larson Financial Group
Missouri
$286K +$57.8K +375 +29%
CP
906
Creekside Partners
California
$286K – – –
SFWA
907
Summit Financial Wealth Advisors
Louisiana
$285K +$259K +1,679 New
SAI
908
Savvy Advisors Inc
New York
$284K +$258K +1,675 New
RCAG
909
Rehmann Capital Advisory Group
Michigan
$281K +$463 +3 +0.2%
PWPS
910
Pinnacle Wealth Planning Services
Ohio
$278K +$4.01K +26 +2%
EFG
911
Elevated Financial Group
Indiana
$272K -$46.3K -300 -16%
GPA
912
Garrison Point Advisors
California
$271K – – –
MM
913
MQS Management
New York
$268K +$244K +1,580 New
CNB
914
Camden National Bank
Maine
$265K +$241K +1,563 New
TPCW
915
TD Private Client Wealth
New York
$264K -$9.56K -62 -4%
HIP
916
Harrell Investment Partners
Texas
$264K +$240K +1,557 New
Empower Advisory Group
917
Empower Advisory Group
Colorado
$264K +$240K +1,556 New
AA
918
Armis Advisers
Georgia
$264K -$1.08K -7 -0.5%
SL
919
Sentinus LLC
Illinois
$263K +$239K +1,551 New
MGI
920
Miller Global Investments
Texas
$263K – – –
CPA
921
Cathy Pareto & Associates
Florida
$261K +$238K +1,541 New
NG
922
Norden Group
Utah
$261K +$237K +1,537 New
SW
923
Simplicity Wealth
New Jersey
$260K +$236K +1,532 New
SBFM
924
S-Bank Fund Management
Finland
$259K +$236K +1,530 New
CA
925
Claro Advisors
Massachusetts
$259K +$235K +1,527 New