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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
526
Douglass Winthrop Advisors
New York
$328K
SFM
527
Systematic Financial Management
New Jersey
$328K
TPCW
528
TD Private Client Wealth
New York
$324K +$11.8K +173 +3%
JMFC
529
J.M. Forbes & Co
Massachusetts
$323K
GWM
530
Greenwich Wealth Management
Connecticut
$323K +$13.7K +200 +4%
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$322K -$42.4K -620 -10%
RMDI
532
R.M. Davis Inc
Maine
$321K -$149K -2,183 -29%
CG
533
Colony Group
Massachusetts
$320K -$1.3K -19 -0.4%
DCM
534
DGS Capital Management
New Jersey
$320K +$50.2K +735 +16%
SP
535
Symmetry Partners
Connecticut
$318K -$276K -4,033 -44%
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$318K +$3.42K +50 +1%
PT
537
Plimoth Trust
Massachusetts
$317K
IIC
538
Ironwood Investment Counsel
Arizona
$312K -$16.7K -244 -5%
Cerity Partners
539
Cerity Partners
New York
$312K -$5.2K -76 -1%
OAM
540
Oppenheimer Asset Management
New York
$309K +$6.63K +97 +2%
SPIA
541
Steward Partners Investment Advisory
New York
$308K +$53.2K +778 +18%
PTC
542
Petrus Trust Company
Texas
$308K +$346K +5,069 New
BOH
543
Bank of Hawaii
Hawaii
$308K +$347K +5,073 New
CL
544
CSS LLC
Illinois
$304K
FBC
545
Fairfield, Bush & Co
Connecticut
$303K -$20.5K -300 -6%
PFSC
546
Peoples Financial Services Corp
Pennsylvania
$302K
RPC
547
Rossmore Private Capital
Connecticut
$299K +$10.3K +150 +3%
DG
548
DMC Group
Alabama
$299K +$16.7K +245 +5%
GJIC
549
Gamble Jones Investment Counsel
California
$298K
LPT
550
Legacy Private Trust
Wisconsin
$297K +$333K +4,878 New