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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
526
Pinnacle Associates
New York
$474K +$82.8K +1,187 +24%
HIA
527
Harbor Investment Advisory
Maryland
$468K +$2.86K +41 +0.7%
SCM
528
Stonebridge Capital Management
California
$465K – – –
NDSI
529
Newman Dignan & Sheerar Inc
Rhode Island
$465K – – –
LCM
530
Logan Capital Management
Pennsylvania
$465K – – –
WPC
531
Wedmont Private Capital
Pennsylvania
$464K +$349 +5 +0.1%
GIA
532
GHP Investment Advisors
Colorado
$464K -$1.08M -15,434 -72%
HCM
533
Highlander Capital Management
New Jersey
$463K -$13.7K -197 -3%
OWA
534
One Wealth Advisors
California
$461K +$1.81K +26 +0.4%
SP
535
Saranac Partners
$461K – – –
SSB
536
Sandy Spring Bank
Maryland
$457K -$7.81K -112 -2%
DCM
537
DGS Capital Management
New Jersey
$453K +$14.9K +214 +4%
PSCM
538
Per Stirling Capital Management
Texas
$447K +$3.77K +54 +0.9%
MFA
539
Mayflower Financial Advisors
Massachusetts
$446K -$5.58K -80 -1%
FB
540
Fulton Bank
Pennsylvania
$440K -$767 -11 -0.2%
AIS
541
AM Investment Strategies
Tennessee
$431K +$2.51K +36 +0.7%
GAM
542
Guinness Asset Management
United Kingdom
$430K +$13.7K +197 +4%
WE
543
Wealth Effects
Massachusetts
$430K – – –
VWA
544
VERITY Wealth Advisors
United States
$429K – – –
JF
545
Jump Financial
Illinois
$421K -$1.11M -15,979 -75%
BIC
546
Beach Investment Counsel
Pennsylvania
$420K – – –
SFM
547
Systematic Financial Management
New Jersey
$418K – – –
GWM
548
Greenwich Wealth Management
Connecticut
$418K +$25K +358 +7%
SPIA
549
Steward Partners Investment Advisory
New York
$417K +$1.95K +28 +0.5%
CSC
550
Caldwell Sutter Capital
California
$411K – – –
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