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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
JDR
626
Jay D. Rosenbaum
$335K
PCP
627
Proficio Capital Partners
Massachusetts
$328K +$1.67K +19 +0.5%
WDA
628
Wendell David Associates
New Hampshire
$327K
DIM
629
DC Investments Management
Virginia
$326K +$342K +3,895 New
FHA
630
Flagship Harbor Advisors
Massachusetts
$323K -$27.3K -311 -8%
CFA
631
Carroll Financial Associates
North Carolina
$318K
Bessemer Group
632
Bessemer Group
New Jersey
$314K -$285K -3,239 -46%
WP
633
WMS Partners
Maryland
$312K
KIA
634
KCM Investment Advisors
California
$311K -$2.81K -32 -0.9%
GAM
635
Guinness Asset Management
United Kingdom
$311K
RIM
636
Rampart Investment Management
Connecticut
$307K +$361K +4,111 +27%
HFS
637
HL Financial Services
Kentucky
$306K -$3.44M -39,171 -91%
SS
638
Simplicity Solutions
Minnesota
$302K +$24.4K +278 +8%
CG
639
Caprock Group
Idaho
$301K -$21.5K -245 -6%
WSFS
640
Wilmington Savings Fund Society
Delaware
$299K +$27.7K +315 +10%
CHAM
641
Clear Harbor Asset Management
Connecticut
$299K +$386K +4,388 New
HCMT
642
Highland Capital Management (Tennessee)
Tennessee
$293K
TF
643
Tompkins Financial
New York
$292K -$88 -1 -0%
CAPTRUST Financial Advisors
644
CAPTRUST Financial Advisors
North Carolina
$292K +$300K +3,410 +6,200%
JIC
645
Johnson Investment Counsel
Ohio
$291K -$141K -1,609 -32%
FTIOP
646
Fiduciary Trust International of Pennsylvania
Pennsylvania
$290K -$7.91K -90 -3%
CWM
647
Capital Wealth Management
Rhode Island
$290K
UR
648
USCA RIA
Texas
$288K +$27.9K +317 +10%
CT
649
Cambridge Trust
Massachusetts
$286K +$299K +3,408 New
NFG
650
Next Financial Group
Texas
$281K +$294K +3,350 New