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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Pinnacle Associates
New York
$340K – – –
AssetMark Inc
577
AssetMark Inc
California
$337K +$3.65K +42 +1%
CG
578
Colony Group
Massachusetts
$336K +$31.1K +357 +10%
FCI
579
Financial Counselors Inc
Kansas
$331K -$59.1K -680 -15%
KFS
580
Kurt F. Somerville
$331K -$29.7K -341 -8%
CS
581
Comerica Securities
Michigan
$330K +$5.57K +64 +2%
MC
582
Machina Capital
France
$330K +$339K +3,900 New
AWM
583
AE Wealth Management
Kansas
$329K -$61.1K -702 -15%
SSWM
584
Sheets Smith Wealth Management
North Carolina
$329K +$1.91K +22 +0.6%
OC
585
Oppenheimer & Co
New York
$328K +$3.74K +43 +1%
APP
586
Alpha Paradigm Partners
Illinois
$328K +$60.7K +698 +22%
CFA
587
Carroll Financial Associates
North Carolina
$323K +$435 +5 +0.1%
KIA
588
KCM Investment Advisors
California
$320K +$42.4K +488 +15%
BCI
589
Brinker Capital Investments
Pennsylvania
$319K – – –
CCA
590
Checchi Capital Advisers
California
$315K +$18.5K +213 +6%
FTDI
591
First Trust Direct Indexing
Massachusetts
$314K +$25.7K +295 +9%
BFC
592
Blue Fin Capital
Rhode Island
$313K – – –
SFI
593
Siemens Fonds Invest
Germany
$313K +$322K +3,697 New
BMWM
594
Brown Miller Wealth Management
Virginia
$307K – – –
PCH
595
PGIM Custom Harvest
New Jersey
$307K +$609 +7 +0.2%
WP
596
WMS Partners
Maryland
$305K -$11.3K -130 -3%
SWK
597
Stephen W. Kidder
$305K – – –
FCH
598
Freestone Capital Holdings
Washington
$302K +$89.2K +1,025 +40%
PWLP
599
Prio Wealth Limited Partnership
Massachusetts
$301K -$41.8K -480 -12%
CL
600
CPWM LLC
Washington
$300K -$3.22K -37 -1%