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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
476
American Portfolios Advisors
New York
$646K +$36.4K +386 +6%
PT
477
Plimoth Trust
Massachusetts
$638K -$56.6K -600 -8%
TBNY
478
Trustco Bank (New York)
New York
$635K – – –
BCM
479
Brookstone Capital Management
Illinois
$633K – – –
DY
480
Dowling & Yahnke
California
$631K -$38.4K -407 -6%
CWA
481
Choice Wealth Advisors
Maine
$628K – – –
HIA
482
Harbor Investment Advisory
Maryland
$619K -$5K -53 -0.8%
ACA
483
Anchor Capital Advisors
Massachusetts
$615K – – –
MWM
484
Modera Wealth Management
New Jersey
$601K +$609K +6,466 New
CC
485
Chicago Capital
Illinois
$597K – – –
BWA
486
BDO Wealth Advisors
Florida
$587K -$1.6K -17 -0.3%
BIC
487
Beach Investment Counsel
Pennsylvania
$587K – – –
RWA
488
Ropes Wealth Advisors
Massachusetts
$586K -$47.1K -500 -7%
ML
489
McAdam LLC
Pennsylvania
$583K – – –
GCP
490
GSA Capital Partners
United Kingdom
$583K +$591K +6,266 New
CIA
491
Choate Investment Advisors
Massachusetts
$580K -$12.4K -132 -2%
PDN
492
Pensionfund DSM Netherlands
Netherlands
$577K – – –
JWCA
493
J.W. Cole Advisors
Florida
$573K -$21K -223 -3%
BL
494
Balentine LLC
Georgia
$573K +$76.3K +810 +15%
EF
495
Empirical Finance
Pennsylvania
$570K +$156K +1,651 +37%
IRF
496
IBM Retirement Fund
New York
$566K -$355K -3,766 -38%
FCH
497
Freestone Capital Holdings
Washington
$566K +$238K +2,520 +71%
NDSI
498
Newman Dignan & Sheerar Inc
Rhode Island
$559K -$23.6K -250 -4%
SCM
499
Stonebridge Capital Management
California
$558K – – –
MAM
500
Mystic Asset Management
Rhode Island
$558K +$566K +6,000 New
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