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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
501
Freestone Capital Holdings
Washington
$815K -$7.75K -74 -0.9%
DSC
502
Duncker Streett & Co
Missouri
$815K
IRF
503
IBM Retirement Fund
New York
$812K -$125K -1,195 -13%
LCP
504
Legacy Capital Partners
Wisconsin
$810K +$285K +2,721 +50%
HAIM
505
Hunter Associates Investment Management
Pennsylvania
$801K
VCA
506
Verdence Capital Advisors
Maryland
$801K +$94.3K +900 +13%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$800K -$173K -1,653 -17%
RIL
508
Rothschild Investment LLC
Illinois
$798K -$115K -1,100 -12%
WC
509
Whitnell & Co
Illinois
$798K
ISL
510
Ingalls & Snyder LLC
New York
$784K
Cambridge Investment Research Advisors
511
Cambridge Investment Research Advisors
Iowa
$777K +$22.5K +215 +3%
LWS
512
Lucia Wealth Services
California
$777K +$353K +3,371 +76%
AIP
513
Ameritas Investment Partners
Nebraska
$765K -$37.5K -358 -4%
NSB
514
Norway Savings Bank
Maine
$761K -$477K -4,550 -37%
AP
515
Advisor Partners
California
$754K +$14.7K +140 +2%
NDSI
516
Newman Dignan & Sheerar Inc
Rhode Island
$753K -$10.5K -100 -1%
MJP
517
Michael J. Puzo
$753K -$5.24K -50 -0.7%
William Blair & Company
518
William Blair & Company
Illinois
$748K -$134K -1,283 -15%
CS
519
Cannell & Spears
New York
$748K
HPCM
520
High Pointe Capital Management
Illinois
$734K -$36.7K -350 -5%
SF
521
Synovus Financial
Georgia
$724K -$15.6K -149 -2%
MCM
522
Mitchell Capital Management
Kansas
$718K +$363K +3,460 +93%
SIP
523
Stoneridge Investment Partners
Pennsylvania
$718K +$434K +4,145 +136%
CK
524
Cohen Klingenstein
New York
$717K
ECM
525
Element Capital Management
New York
$716K +$752K +7,181 New