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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
BDO Wealth Advisors
Florida
$403K -$4.6K -65 -1%
SIA
502
Schechter Investment Advisors
Michigan
$402K +$267K +3,774 +137%
Rockefeller Capital Management
503
Rockefeller Capital Management
New York
$399K -$337K -4,767 -42%
NC
504
NinePointTwo Capital
California
$397K +$237K +3,348 +108%
CC
505
Chicago Capital
Illinois
$396K
BCM
506
Brookstone Capital Management
Illinois
$394K +$1.63K +23 +0.4%
MNBTD
507
Moody National Bank Trust Division
Texas
$394K +$271K +3,827 +149%
DY
508
Dowling & Yahnke
California
$393K -$10.6K -150 -2%
CI
509
CX Institutional
Indiana
$391K -$84.4K -1,193 -16%
BIC
510
Beach Investment Counsel
Pennsylvania
$389K
CIA
511
Choate Investment Advisors
Massachusetts
$389K
IC
512
IEQ Capital
California
$389K +$51.8K +732 +13%
ML
513
McAdam LLC
Pennsylvania
$386K -$7.78K -110 -2%
NIMI
514
Natixis Investment Managers International
France
$384K -$235K -3,325 -35%
JWCA
515
J.W. Cole Advisors
Florida
$380K
BP
516
Ballentine Partners
Massachusetts
$379K -$1.28M -18,083 -75%
HIA
517
Harbor Investment Advisory
Maryland
$378K -$19K -269 -4%
MFA
518
Mayflower Financial Advisors
Massachusetts
$371K +$9.34K +132 +2%
LCM
519
Logan Capital Management
Pennsylvania
$370K -$1.86M -26,358 -81%
NDSI
520
Newman Dignan & Sheerar Inc
Rhode Island
$370K
SCM
521
Stonebridge Capital Management
California
$370K
CCP
522
Corient Capital Partners
California
$367K -$33K -466 -7%
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$366K +$43.9K +620 +12%
MAM
524
Mystic Asset Management
Rhode Island
$363K
CFG
525
Citizens Financial Group
Rhode Island
$362K +$10.7K +151 +3%