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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
551
Williams Jones & Associates
New York
$295K -$12.5K -168 -4%
FBA
552
Front Barnett Associates
Illinois
$295K
SS
553
Simplicity Solutions
Minnesota
$286K +$75.9K +1,020 +32%
SI
554
Stephens Inc
Arkansas
$283K -$1.56K -21 -0.5%
CRC
555
Curi RMB Capital
Illinois
$281K -$1.12K -15 -0.4%
NRS
556
Neville Rodie & Shaw
New York
$279K
BRWA
557
B. Riley Wealth Advisors
Florida
$272K +$6.4K +86 +2%
GLRA
558
Gerald L. Ray & Associates
Texas
$269K
LPT
559
Legacy Private Trust
Wisconsin
$269K
CA
560
Cornerstone Advisors
North Carolina
$269K +$298K +4,000 New
JWBC
561
J.W. Burns & Co
New York
$266K
VAM
562
Visium Asset Management
New York
$262K -$578K -7,767 -67%
BP
563
BBR Partners
New York
$262K
PBT
564
Pictet Bank & Trust
Bahamas
$262K +$290K +3,900 New
CL
565
CPWM LLC
Washington
$260K +$288K +3,865 New
ISL
566
Ingalls & Snyder LLC
New York
$256K
TNBTD
567
Trustmark National Bank Trust Department
Mississippi
$256K +$61.5K +827 +28%
WSTAM
568
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$18.9K +254 +7%
NIM
569
Northeast Investment Management
Massachusetts
$252K
RBC
570
Ronald Blue & Co
Georgia
$251K -$98.2K -1,320 -26%
AAM
571
Autus Asset Management
Arizona
$251K -$74.4K -1,000 -21%
BP
572
Ballentine Partners
Massachusetts
$251K
WTC
573
WhitTier Trust Company
Nevada
$245K
HHGA
574
Halbert Hargrove Global Advisors
California
$241K -$279K -3,747 -51%
BFC
575
Blue Fin Capital
Rhode Island
$239K -$7.44K -100 -3%