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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
626
Advisory Services Network
Georgia
$150K – – –
VC
627
Vestor Capital
Illinois
$146K – – –
LNB
628
Ledyard National Bank
$136K – – –
JCM
629
Jacobi Capital Management
Pennsylvania
$132K – – –
ECM
630
Estabrook Capital Management
New York
$129K – – –
TCCM
631
Timber Creek Capital Management
Massachusetts
$123K – – –
NYLT
632
New York Life Trust
New York
$119K +$111K +1,706 New
AAM
633
Advisors Asset Management
Colorado
$118K -$13.1K -200 -11%
KLWA
634
Kelly Lawrence W & Associates
California
$118K – – –
SNT
635
Security National Trust
West Virginia
$117K – – –
MCM
636
Manchester Capital Management
Vermont
$115K – – –
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K -$52.3K -800 -33%
BC
638
Bartlett & Co
Ohio
$112K -$39.2K -600 -27%
FI
639
FCM Investments
Texas
$108K – – –
MFS
640
MSI Financial Services
Massachusetts
$107K -$19K -290 -16%
GXMC
641
Global X Management Company
New York
$104K +$65.4K +1,001 +203%
GLI
642
Guardian Life Insurance
New York
$103K -$784 -12 -0.8%
JFA
643
JNBA Financial Advisors
Minnesota
$98K +$12.3K +188 +15%
S
644
SignatureFD
Georgia
$98K +$16.1K +247 +21%
WAM
645
Wealthspire Advisors (Maryland)
Maryland
$98K +$29.1K +446 +46%
FHA
646
First Horizon Advisors
Tennessee
$92K – – –
WTB
647
Washington Trust Bank
Washington
$92K +$2.94K +45 +4%
HCM
648
Highlander Capital Management
New Jersey
$91K – – –
JIC
649
Joel Isaacson & Co
New York
$86K – – –
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$85K -$2.94K -45 -4%