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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Anchor Capital Advisors
Massachusetts
$407K – – –
BWA
502
BDO Wealth Advisors
Florida
$403K -$4.6K -65 -1%
SIA
503
Schechter Investment Advisors
Michigan
$402K +$267K +3,774 +137%
Rockefeller Capital Management
504
Rockefeller Capital Management
New York
$399K -$337K -4,767 -42%
NC
505
NinePointTwo Capital
California
$397K +$237K +3,348 +108%
CC
506
Chicago Capital
Illinois
$396K – – –
BCM
507
Brookstone Capital Management
Illinois
$394K +$1.63K +23 +0.4%
MNBTD
508
Moody National Bank Trust Division
Texas
$394K +$271K +3,827 +149%
DY
509
Dowling & Yahnke
California
$393K -$10.6K -150 -2%
CI
510
CX Institutional
Indiana
$391K -$84.4K -1,193 -16%
BIC
511
Beach Investment Counsel
Pennsylvania
$389K – – –
CIA
512
Choate Investment Advisors
Massachusetts
$389K – – –
IC
513
IEQ Capital
California
$389K +$51.8K +732 +13%
ML
514
McAdam LLC
Pennsylvania
$386K -$7.78K -110 -2%
NIMI
515
Natixis Investment Managers International
France
$384K -$235K -3,325 -35%
JWCA
516
J.W. Cole Advisors
Florida
$380K – – –
BP
517
Ballentine Partners
Massachusetts
$379K -$1.28M -18,083 -75%
HIA
518
Harbor Investment Advisory
Maryland
$378K -$19K -269 -4%
MFA
519
Mayflower Financial Advisors
Massachusetts
$371K +$9.34K +132 +2%
LCM
520
Logan Capital Management
Pennsylvania
$370K -$1.86M -26,358 -81%
NDSI
521
Newman Dignan & Sheerar Inc
Rhode Island
$370K – – –
SCM
522
Stonebridge Capital Management
California
$370K – – –
CCP
523
Corient Capital Partners
California
$367K -$33K -466 -7%
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$366K +$43.9K +620 +12%
MAM
525
Mystic Asset Management
Rhode Island
$363K – – –