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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
576
Sheets Smith Wealth Management
North Carolina
$318K +$1.86K +22 +0.6%
VCA
577
Verdence Capital Advisors
Maryland
$315K -$245K -2,905 -43%
CS
578
Comerica Securities
Michigan
$315K -$1.77K -21 -0.5%
OC
579
Oppenheimer & Co
New York
$315K +$86.9K +1,030 +37%
CFA
580
Carroll Financial Associates
North Carolina
$314K +$1.1K +13 +0.3%
WP
581
WMS Partners
Maryland
$307K – – –
BFC
582
Blue Fin Capital
Rhode Island
$304K – – –
WG
583
Winton Group
United Kingdom
$302K -$398K -4,715 -56%
GAM
584
Guinness Asset Management
United Kingdom
$302K +$92.9K +1,100 +43%
HT
585
Heritage Trust
Oklahoma
$301K – – –
SIM
586
Sentry Investment Management
Wisconsin
$301K – – –
BMWM
587
Brown Miller Wealth Management
Virginia
$299K – – –
CG
588
Colony Group
Massachusetts
$297K -$18.7K -221 -6%
PCH
589
PGIM Custom Harvest
New Jersey
$297K -$4.3K -51 -1%
SWK
590
Stephen W. Kidder
$296K +$88.6K +1,050 +41%
MC
591
Middleton & Co
Massachusetts
$295K – – –
CL
592
CPWM LLC
Washington
$295K +$11.8K +140 +4%
HCMT
593
Highland Capital Management (Tennessee)
Tennessee
$288K – – –
CCA
594
Checchi Capital Advisers
California
$288K +$11.7K +139 +4%
FHB
595
First Hawaiian Bank
Hawaii
$287K -$18.3K -217 -6%
OTPPB
596
Ontario Teachers' Pension Plan Board
Ontario, Canada
$287K +$294K +3,486 New
RHBC
597
R.H. Bluestein & Co
Michigan
$286K -$9.45K -112 -3%
IC
598
Intersect Capital
California
$286K -$3.88K -46 -1%
ST
599
Spinnaker Trust
Maine
$284K – – –
IC
600
IEQ Capital
California
$283K +$74.3K +880 +34%
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