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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
601
Horizon Investments
North Carolina
$316K +$3.58K +48 +1%
FFM
602
Forum Financial Management
Illinois
$315K +$671 +9 +0.2%
AWP
603
Ascent Wealth Partners
New York
$313K -$48.4K -650 -13%
DIM
604
Delta Investment Management
California
$312K -$13.6K -183 -4%
EAM
605
Evanson Asset Management
California
$312K – – –
SA
606
SpiderRock Advisors
Delaware
$310K +$313K +4,195 New
MFG
607
Merit Financial Group
Georgia
$310K +$27.8K +373 +10%
NRS
608
Neville Rodie & Shaw
New York
$307K – – –
EAM
609
Empirical Asset Management
Massachusetts
$307K -$149 -2 -0%
TCWM
610
Total Clarity Wealth Management
Illinois
$305K -$61.5K -825 -17%
TCOTS
611
Trust Company of the South
North Carolina
$305K – – –
PWP
612
Private Wealth Partners
California
$302K -$37.3K -500 -11%
PSB
613
Piscataqua Savings Bank
New Hampshire
$301K – – –
TAM
614
Trust Asset Management
Texas
$301K – – –
NP
615
NorthRock Partners
Minnesota
$300K +$29.2K +392 +11%
FFM
616
Fullerton Fund Management
Singapore
$299K – – –
BB
617
Busey Bank
Illinois
$299K -$3.95K -53 -1%
CCM
618
Coldstream Capital Management
Washington
$298K -$2.24K -30 -0.7%
SWRP
619
Summit Wealth & Retirement Planning
California
$298K – – –
MFIM
620
Mesirow Financial Investment Management
Illinois
$292K – – –
DCM
621
DGS Capital Management
New Jersey
$291K -$6.49K -87 -2%
BP
622
BBR Partners
New York
$289K – – –
HAS
623
Horizon Advisory Services
New York
$286K +$522 +7 +0.2%
SAI
624
Systematic Alpha Investments
New Jersey
$281K – – –
SP
625
Symmetry Partners
Connecticut
$281K – – –
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