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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
Citizens Financial Group
Rhode Island
$497K -$146K -1,576 -22%
CG
502
Caprock Group
Idaho
$497K -$4.17K -45 -0.8%
WE
503
Wealth Effects
Massachusetts
$493K
OC
504
Oppenheimer & Co
New York
$491K +$148K +1,596 +40%
AWA
505
Aaron Wealth Advisors
Illinois
$491K +$3.96M +42,775 New
IC
506
IEQ Capital
California
$487K +$58.8K +635 +13%
CCM
507
Covington Capital Management
California
$485K -$556K -6,000 -52%
EAM
508
Evanson Asset Management
California
$482K
GJIC
509
Gamble Jones Investment Counsel
California
$479K
IIC
510
Ironwood Investment Counsel
Arizona
$479K
DC
511
Davenport & Co
Virginia
$476K +$3.06K +33 +0.6%
RF
512
Robbins Farley
New Hampshire
$472K
TPCW
513
TD Private Client Wealth
New York
$471K +$18.6K +201 +4%
DWA
514
Douglass Winthrop Advisors
New York
$470K
SFM
515
Systematic Financial Management
New Jersey
$470K
CAM
516
Cresset Asset Management
Illinois
$467K -$29.3K -316 -6%
JMFC
517
J.M. Forbes & Co
Massachusetts
$467K
LSA
518
Leonteq Securities AG
Switzerland
$464K +$252K +2,716 +104%
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$463K +$44.3K +478 +10%
M
520
Mirova
France
$461K -$370 -4 -0.1%
CG
521
Colony Group
Massachusetts
$458K +$120K +1,298 +33%
FBC
522
Fairfield, Bush & Co
Connecticut
$456K -$23.2K -250 -5%
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$451K
BB
524
Busey Bank
Illinois
$449K
Cerity Partners
525
Cerity Partners
New York
$440K -$44.3K -478 -9%