We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
576
Systematic Alpha Investments
New Jersey
$331K – – –
SFI
577
SPC Financial Inc
Maryland
$331K +$27.8K +300 +9%
BDF
578
Balasa Dinverno & Foltz
$328K -$13.6K -147 -4%
FCI
579
Financial Counselors Inc
Kansas
$327K – – –
CL
580
CPWM LLC
Washington
$325K +$17.4K +188 +5%
BFC
581
Blue Fin Capital
Rhode Island
$322K – – –
SFI
582
Siemens Fonds Invest
Germany
$319K – – –
BMWM
583
Brown Miller Wealth Management
Virginia
$317K – – –
TAM
584
Trust Asset Management
Texas
$317K +$18.8K +203 +6%
LCM
585
Laurion Capital Management
New York
$314K +$333K +3,600 New
WP
586
WMS Partners
Maryland
$314K +$333K +3,600 New
SSWM
587
Sheets Smith Wealth Management
North Carolina
$311K -$21.4K -231 -6%
EHAM
588
Eagle Harbor Asset Management
Washington
$310K +$10K +108 +3%
KFS
589
Kurt F. Somerville
$310K -$27.8K -300 -8%
PWLP
590
Prio Wealth Limited Partnership
Massachusetts
$310K – – –
JCM
591
Jacobi Capital Management
Pennsylvania
$310K +$59.5K +642 +22%
IGWM
592
ICA Group Wealth Management
Colorado
$307K +$398K +4,293 New
HCMT
593
Highland Capital Management (Tennessee)
Tennessee
$305K – – –
CCM
594
Coldstream Capital Management
Washington
$304K -$64.2K -693 -17%
CGL
595
Clarius Group LLC
Washington
$304K – – –
BFA
596
Beaumont Financial Advisors
Massachusetts
$304K +$324K +3,499 New
LWAC
597
Laurel Wealth Advisors (California)
California
$301K +$4.63K +50 +1%
FBA
598
Front Barnett Associates
Illinois
$296K – – –
LIM
599
Longfellow Investment Management
Massachusetts
$296K – – –
MWM
600
Modera Wealth Management
New Jersey
$293K -$287K -3,104 -48%
22 23
24
25 26