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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
501
Evanson Asset Management
California
$307K – – –
BRWA
502
B. Riley Wealth Advisors
Florida
$306K +$83.4K +1,200 +27%
SLF
503
Sun Life Financial
Ontario, Canada
$305K -$91.5K -1,317 -19%
AIA
504
Avalon Investment & Advisory
Texas
$304K +$973 +14 +0.2%
CG
505
Colony Group
Massachusetts
$296K +$91.2K +1,313 +31%
MME
506
Meag Munich Ergo
Germany
$294K -$27.7K -399 -7%
CRC
507
Curi RMB Capital
Illinois
$293K -$39.8K -573 -9%
SFM
508
Systematic Financial Management
New Jersey
$288K – – –
ASN
509
Advisory Services Network
Georgia
$288K +$6.88K +99 +2%
CI
510
Conning Inc
Connecticut
$287K -$290K -4,171 -44%
JMFC
511
J.M. Forbes & Co
Massachusetts
$286K -$2.02K -29 -0.5%
BAC
512
Boys Arnold & Co
North Carolina
$286K +$5K +72 +1%
VAS
513
Vestmark Advisory Solutions
Massachusetts
$281K -$1.3M -18,746 -78%
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$281K +$367K +5,282 New
FA
515
FDx Advisors
Illinois
$277K -$118K -1,693 -25%
BB
516
Busey Bank
Illinois
$277K – – –
HCP
517
Holt Capital Partners
Texas
$276K – – –
AWM
518
Aries Wealth Management
Maine
$276K +$47.6K +685 +15%
QP
519
Quilter Plc
United Kingdom
$276K +$360K +5,182 New
NB
520
Northwest Bancshares
Pennsylvania
$272K – – –
LWPC
521
Legacy Wealth Partners (California)
California
$270K -$412K -5,930 -54%
GWM
522
Greenwich Wealth Management
Connecticut
$267K +$348K +5,008 New
SLAM
523
Swiss Life Asset Management
$266K +$51.1K +736 +17%
CCM
524
Compton Capital Management
Rhode Island
$257K -$10.4K -150 -3%
EHC
525
Everett Harris & Co
California
$256K -$37.9K -545 -10%
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