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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
551
Cobblestone Capital Advisors
New York
$364K -$4.96K -64 -1%
KFS
552
Kurt F. Somerville
$362K -$55.4K -715 -14%
CG
553
Caprock Group
Idaho
$354K -$57.5K -743 -15%
WG
554
Welch Group
Alabama
$353K +$325K +4,198 New
Cerity Partners
555
Cerity Partners
New York
$351K -$77 -1 -0%
NRS
556
Neville Rodie & Shaw
New York
$348K
EGA
557
E&G Advisors
Texas
$347K
CRC
558
Curi RMB Capital
Illinois
$344K -$33.6K -434 -10%
LOAMS
559
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K +$315K +4,072 New
PTC
560
Private Trust Company
Ohio
$341K -$294K -3,795 -48%
LNC
561
Lincoln National Corp
Pennsylvania
$337K -$86.8K -1,121 -22%
PA
562
Pinnacle Associates
New York
$337K -$15.5K -200 -5%
DTL
563
Dynamic Technology Lab
Singapore
$334K +$90.3K +1,166 +42%
WAM
564
Wolverine Asset Management
Illinois
$326K +$301K +3,885 New
CS
565
Comerica Securities
Michigan
$324K +$12.5K +162 +4%
SSWM
566
Sheets Smith Wealth Management
North Carolina
$323K -$5.03K -65 -2%
AIP
567
Almanack Investment Partners
Pennsylvania
$323K +$71.3K +921 +32%
B
568
Barings
North Carolina
$323K +$71.3K +921 +32%
CG
569
Colony Group
Massachusetts
$321K +$11.4K +147 +4%
CFA
570
Carroll Financial Associates
North Carolina
$319K +$387 +5 +0.1%
CCIA
571
Campbell & Co Investment Adviser
Maryland
$316K +$291K +3,761 New
WP
572
WMS Partners
Maryland
$313K
FHB
573
First Hawaiian Bank
Hawaii
$311K +$31.9K +412 +13%
BFC
574
Blue Fin Capital
Rhode Island
$310K -$17.4K -225 -6%
PCH
575
PGIM Custom Harvest
New Jersey
$308K +$284K +3,663 New