We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
576
Kurt F. Somerville
$331K -$29.7K -341 -8%
CS
577
Comerica Securities
Michigan
$330K +$5.57K +64 +2%
MC
578
Machina Capital
France
$330K +$339K +3,900 New
AWM
579
AE Wealth Management
Kansas
$329K -$61.1K -702 -15%
SSWM
580
Sheets Smith Wealth Management
North Carolina
$329K +$1.91K +22 +0.6%
OC
581
Oppenheimer & Co
New York
$328K +$3.74K +43 +1%
APP
582
Alpha Paradigm Partners
Illinois
$328K +$60.7K +698 +22%
CFA
583
Carroll Financial Associates
North Carolina
$323K +$435 +5 +0.1%
KIA
584
KCM Investment Advisors
California
$320K +$42.4K +488 +15%
BCI
585
Brinker Capital Investments
Pennsylvania
$319K – – –
CCA
586
Checchi Capital Advisers
California
$315K +$18.5K +213 +6%
FTDI
587
First Trust Direct Indexing
Massachusetts
$314K +$25.7K +295 +9%
BFC
588
Blue Fin Capital
Rhode Island
$313K – – –
SFI
589
Siemens Fonds Invest
Germany
$313K +$322K +3,697 New
BMWM
590
Brown Miller Wealth Management
Virginia
$307K – – –
PCH
591
PGIM Custom Harvest
New Jersey
$307K +$609 +7 +0.2%
WP
592
WMS Partners
Maryland
$305K -$11.3K -130 -3%
SWK
593
Stephen W. Kidder
$305K – – –
FCH
594
Freestone Capital Holdings
Washington
$302K +$89.2K +1,025 +40%
PWLP
595
Prio Wealth Limited Partnership
Massachusetts
$301K -$41.8K -480 -12%
CL
596
CPWM LLC
Washington
$300K -$3.22K -37 -1%
DJSG
597
D.J. St. Germain
Massachusetts
$298K -$36K -414 -11%
TAIM
598
TD Ameritrade Investment Management
Nebraska
$297K -$6.52K -75 -1%
HCMT
599
Highland Capital Management (Tennessee)
Tennessee
$297K – – –
FHB
600
First Hawaiian Bank
Hawaii
$293K -$2.78K -32 -0.9%
22 23
24
25 26