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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1001
Tiemann Investment Advisors
California
$201K +$183K +1,185 New
VC
1002
Veery Capital
Delaware
$201K +$183K +1,185 New
EWA
1003
EverSource Wealth Advisors
Alabama
$200K -$41.6K -270 -19%
MCM
1004
MV Capital Management
Maryland
$197K +$1.39K +9 +0.8%
IA
1005
IFP Advisors
Florida
$196K -$40.7K -264 -19%
MPWT
1006
MassMutual Private Wealth & Trust
Connecticut
$191K -$154 -1 -0.1%
DMBA
1007
Deseret Mutual Benefit Administrators
Utah
$179K -$32.7K -212 -17%
KLWA
1008
Kelly Lawrence W & Associates
California
$178K – – –
PWMA
1009
Pension & Wealth Management Advisors
Massachusetts
$178K – – –
O
1010
Ossiam
France
$171K +$155K +1,008 New
CH
1011
Cromwell Holdings
Wyoming
$162K +$5.55K +36 +4%
BWA
1012
Basecamp Wealth Advisors
Washington
$157K – – –
CF
1013
Centaurus Financial
California
$155K +$140K +911 New
JFA
1014
JNBA Financial Advisors
Minnesota
$151K +$771 +5 +0.6%
BTI
1015
Blue Trust Inc
Georgia
$146K -$2K -13 -1%
TFM
1016
TFC Financial Management
Massachusetts
$139K -$64.6K -419 -34%
CFO
1017
CVA Family Office
Colorado
$136K +$10.2K +66 +9%
CFFP
1018
Center for Financial Planning
Michigan
$136K – – –
RTC
1019
Riverview Trust Company
Washington
$134K – – –
OL
1020
OneFund LLC
Florida
$128K -$1.85K -12 -2%
MR
1021
Munich Reinsurance
$127K +$115K +748 New
TFA
1022
Transamerica Financial Advisors
Florida
$126K -$17.1K -111 -13%
Vanguard National Trust
1023
Vanguard National Trust
Pennsylvania
$126K – – –
WA
1024
WPG Advisers
Maryland
$124K +$16.2K +105 +17%
Loomis, Sayles & Company
1025
Loomis, Sayles & Company
Massachusetts
$123K +$9.71K +63 +10%