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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1026
Mascoma Wealth Management
New Hampshire
$14.4K +$1.79K +14 +14%
MPW
1027
MASECO Private Wealth
$13.8K – – –
MBFW
1028
Morton Brown Family Wealth
Pennsylvania
$13.5K – – –
FFO
1029
Fortitude Family Office
Arizona
$13.4K +$8.06K +63 +147%
WA
1030
Westfuller Advisors
New York
$13.4K – – –
TCOT
1031
Trust Company of Toledo
Ohio
$13.3K +$639 +5 +5%
PAI
1032
Pittenger & Anderson Inc
Nebraska
$13.2K – – –
PCM
1033
Penserra Capital Management
California
$13K -$1.53K -12 -10%
MAM
1034
Marquette Asset Management
Minnesota
$12.8K – – –
BOTPPF
1035
Board of the Pension Protection Fund
United Kingdom
$12.7K -$25.6K -200 -67%
ECA
1036
Elevated Capital Advisors
Utah
$12.7K – – –
JGIA
1037
Jackson Grant Investment Advisers
Connecticut
$12.7K – – –
TGY2IT
1038
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$12.4K +$12.5K +98 New
CTB
1039
Country Trust Bank
Illinois
$12.2K – – –
KAS
1040
Kemnay Advisory Services
New York
$12.2K +$1.15K +9 +10%
NS
1041
NBC Securities
Alabama
$12.1K -$384 -3 -3%
KG
1042
Kilter Group
New York
$11.8K +$2.3K +18 +24%
AIC
1043
Archer Investment Corporation
Indiana
$11.8K – – –
TCM
1044
Triumph Capital Management
Colorado
$11.7K +$4.86K +38 +70%
CCM
1045
Copeland Capital Management
Pennsylvania
$11.4K – – –
SC
1046
SouthState Corp
Florida
$11.3K -$2.94K -23 -21%
GTAM
1047
Global Trust Asset Management
Florida
$11.1K – – –
AW
1048
Avion Wealth
Texas
$11K +$2.94K +23 +32%
AP
1049
Aspect Partners
Virginia
$10.9K – – –
PP
1050
Paladin Partners
Wisconsin
$10.8K – – –