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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
526
Boston Family Office
Massachusetts
$585K -$49.9K -600 -8%
BRWA
527
B. Riley Wealth Advisors
Florida
$577K -$33.8K -406 -6%
GW
528
GW & Wade
Massachusetts
$566K -$20K -240 -4%
CIM
529
Cetera Investment Management
California
$564K -$124K -1,488 -19%
MC
530
Middleton & Co
Massachusetts
$563K -$26.4K -317 -5%
ECM
531
Everence Capital Management
Indiana
$560K
BWP
532
Baldwin Wealth Partners
Massachusetts
$557K +$516K +6,205 New
JMFC
533
J.M. Forbes & Co
Massachusetts
$555K
AF
534
Arrow Financial
New York
$549K +$447K +5,369 +716%
BAC
535
Boys Arnold & Co
North Carolina
$547K -$47.8K -575 -9%
SM
536
Salzhauer Michael
$546K
KAS
537
Kemnay Advisory Services
New York
$541K +$501K +6,026 New
ECM
538
ETrade Capital Management
Virginia
$540K +$501K +6,021 New
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$538K +$41.3K +497 +9%
EHC
540
Everett Harris & Co
California
$527K
MAM
541
Mastrapasqua Asset Management
Tennessee
$527K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$526K -$12.8K -154 -3%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$525K -$15.1K -182 -3%
FMW
544
Farr Miller & Washington
District of Columbia
$525K +$250 +3 +0.1%
MML Investors Services
545
MML Investors Services
Massachusetts
$512K +$16.9K +203 +4%
AWCI
546
Alpine Woods Capital Investors
New York
$511K -$141K -1,700 -23%
NAM
547
North American Management
Massachusetts
$511K
OC
548
Oppenheimer & Co
New York
$511K +$94.3K +1,134 +25%
CCA
549
Cobblestone Capital Advisors
New York
$496K
AW
550
ACG Wealth
Georgia
$494K