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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
601
Forum Financial Management
Illinois
$315K +$671 +9 +0.2%
AWP
602
Ascent Wealth Partners
New York
$313K -$48.4K -650 -13%
DIM
603
Delta Investment Management
California
$312K -$13.6K -183 -4%
EAM
604
Evanson Asset Management
California
$312K – – –
SA
605
SpiderRock Advisors
Delaware
$310K +$313K +4,195 New
MFG
606
Merit Financial Group
Georgia
$310K +$27.8K +373 +10%
NRS
607
Neville Rodie & Shaw
New York
$307K – – –
EAM
608
Empirical Asset Management
Massachusetts
$307K -$149 -2 -0%
TCWM
609
Total Clarity Wealth Management
Illinois
$305K -$61.5K -825 -17%
TCOTS
610
Trust Company of the South
North Carolina
$305K – – –
PWP
611
Private Wealth Partners
California
$302K -$37.3K -500 -11%
PSB
612
Piscataqua Savings Bank
New Hampshire
$301K – – –
TAM
613
Trust Asset Management
Texas
$301K – – –
NP
614
NorthRock Partners
Minnesota
$300K +$29.2K +392 +11%
FFM
615
Fullerton Fund Management
Singapore
$299K – – –
BB
616
Busey Bank
Illinois
$299K -$3.95K -53 -1%
CCM
617
Coldstream Capital Management
Washington
$298K -$2.24K -30 -0.7%
SWRP
618
Summit Wealth & Retirement Planning
California
$298K – – –
MFIM
619
Mesirow Financial Investment Management
Illinois
$292K – – –
DCM
620
DGS Capital Management
New Jersey
$291K -$6.49K -87 -2%
BP
621
BBR Partners
New York
$289K – – –
HAS
622
Horizon Advisory Services
New York
$286K +$522 +7 +0.2%
SAI
623
Systematic Alpha Investments
New Jersey
$281K – – –
SP
624
Symmetry Partners
Connecticut
$281K – – –
PI
625
PEAK6 Investments
Illinois
$280K +$195K +2,614 +225%
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