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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
601
Federated Hermes
Pennsylvania
$123K -$178K -3,208 -61%
FHA
602
Flagship Harbor Advisors
Massachusetts
$123K -$9.7K -175 -8%
MS
603
Mizuho Securities
Japan
$118K – – –
SBL
604
Sargent Bickham Lagudis
Colorado
$118K – – –
VFA
605
Valeo Financial Advisors
Indiana
$112K -$36.5K -658 -26%
CIAS
606
Capital Investment Advisory Services
North Carolina
$110K – – –
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
TCCM
608
Timber Creek Capital Management
Massachusetts
$104K – – –
KLWA
609
Kelly Lawrence W & Associates
California
$101K – – –
MCM
610
Manchester Capital Management
Vermont
$98K – – –
TF
611
Tompkins Financial
New York
$97K -$59.9K -1,081 -40%
AP
612
Advisors Preferred
Maryland
$97K +$90.5K +1,632 New
AF
613
Arrow Financial
New York
$96K -$126K -2,278 -59%
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$499 +9 +0.6%
IBOK
615
Independence Bank of Kentucky
Kentucky
$92K – – –
S
616
SignatureFD
Georgia
$90K +$1.05K +19 +1%
ECM
617
Estabrook Capital Management
New York
$89.4K – – –
PB
618
Pinnacle Bancorp
Nebraska
$87K – – –
CAPTRUST Financial Advisors
619
CAPTRUST Financial Advisors
North Carolina
$85K -$33.6K -606 -30%
BCA
620
Berman Capital Advisors
Georgia
$79K -$4.93K -89 -6%
TFS
621
TrustCore Financial Services
Tennessee
$76K -$2.72K -49 -4%
AW
622
Alpha Windward
Massachusetts
$74K – – –
ST
623
Smithfield Trust
Pennsylvania
$69K -$44.4K -801 -41%
CAW
624
Cornerstone Advisors (Washington)
Washington
$69K +$16K +289 +33%
GLI
625
Guardian Life Insurance
New York
$65K – – –