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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
576
Duncker Streett & Co
Missouri
$337K -$177K -2,519 -37%
BHWM
577
Bar Harbor Wealth Management
New Hampshire
$337K -$66K -938 -18%
CG
578
Colony Group
Massachusetts
$335K +$3.8K +54 +1%
VWA
579
VERITY Wealth Advisors
United States
$333K – – –
MIG
580
McGuire Investment Group
Rhode Island
$332K -$29.4K -417 -9%
NRS
581
Neville Rodie & Shaw
New York
$328K – – –
OAM
582
Optimal Asset Management
California
$326K +$291K +4,127 New
IAA
583
Independent Advisor Alliance
North Carolina
$324K +$289K +4,099 New
RHBC
584
R.H. Bluestein & Co
Michigan
$321K +$286K +4,062 New
LOAME
585
Lombard Odier Asset Management (Europe)
United Kingdom
$319K – – –
SRAM
586
Stone Ridge Asset Management
New York
$316K -$197K -2,800 -41%
CFA
587
Carroll Financial Associates
North Carolina
$315K +$70 +1 +0%
SCM
588
Southport Capital Management
Tennessee
$313K – – –
LBD
589
Landsberg Bennett & Dubbaneh
Florida
$313K +$276K +3,923 New
PCMC
590
Paragon Capital Management (Colorado)
Colorado
$312K -$16.5K -234 -6%
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$310K +$7.04K +100 +3%
HR
592
Hayden Royal
North Carolina
$309K +$283K +4,025 New
AAM
593
Advisors Asset Management
Colorado
$308K -$6.55K -93 -2%
MJP
594
Michael J. Puzo
$308K -$2.6K -37 -0.9%
CC
595
ClearArc Capital
Ohio
$307K -$121K -1,720 -31%
PA
596
Pinnacle Associates
New York
$303K -$54.1K -768 -17%
BFC
597
Blue Fin Capital
Rhode Island
$300K – – –
PI
598
PEAK6 Investments
Illinois
$299K -$1.34M -18,984 -83%
MC
599
Middleton & Co
Massachusetts
$299K -$9.01K -128 -3%
SWK
600
Stephen W. Kidder
$297K -$24.6K -350 -9%
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