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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
576
Forum Financial Management
Illinois
$389K +$253 +3 +0.1%
FNA
577
First National Advisers
Nebraska
$389K -$4.38K -52 -1%
CG
578
Colony Group
Massachusetts
$388K +$168 +2 +0%
BP
579
BBR Partners
New York
$387K – – –
GWM
580
Greenwich Wealth Management
Connecticut
$386K -$15.8K -188 -4%
OC
581
Oppenheimer & Co
New York
$386K +$51K +606 +14%
BFG
582
Beacon Financial Group
Texas
$385K -$231K -2,747 -36%
SPIA
583
Steward Partners Investment Advisory
New York
$385K +$505 +6 +0.1%
BOH
584
Bank of Hawaii
Hawaii
$384K +$2.78K +33 +0.7%
AIM
585
Arcadia Investment Management
Michigan
$378K -$404K -4,800 -49%
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$374K +$15.1K +179 +4%
FB
587
Fulton Bank
Pennsylvania
$362K -$60.8K -722 -13%
CCM
588
Coldstream Capital Management
Washington
$362K +$2.95K +35 +0.7%
RPC
589
Rossmore Private Capital
Connecticut
$360K – – –
TPCW
590
TD Private Client Wealth
New York
$360K +$11.2K +133 +3%
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$359K -$18.8K -223 -4%
CNBT
592
Canandaigua National Bank & Trust
New York
$354K +$394K +4,681 New
DWA
593
Douglass Winthrop Advisors
New York
$352K – – –
ANTB
594
AMG National Trust Bank
Colorado
$345K -$3.62K -43 -0.9%
PT
595
Plimoth Trust
Massachusetts
$343K -$842 -10 -0.2%
SFI
596
SPC Financial Inc
Maryland
$341K +$8.42K +100 +2%
AIP
597
Ameritas Investment Partners
Nebraska
$338K – – –
MIS
598
Morningstar Investment Services
Illinois
$336K +$376K +4,461 New
NSB
599
Norway Savings Bank
Maine
$336K -$10.5K -125 -3%
SJL
600
Shayne & Jacobs LLC
Tennessee
$335K – – –