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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
626
FinTrust Capital Advisors
South Carolina
$152K +$80.7K +1,337 +126%
SBL
627
Sargent Bickham Lagudis
Colorado
$137K – – –
CAPTRUST Financial Advisors
628
CAPTRUST Financial Advisors
North Carolina
$131K +$5.97K +99 +5%
TCOV
629
Trust Company of Vermont
Vermont
$129K -$38.4K -637 -24%
ACA
630
Atlas Capital Advisors
Wyoming
$128K -$76.7K -1,271 -39%
FHA
631
Flagship Harbor Advisors
Massachusetts
$126K +$5.31K +88 +5%
CG
632
Cutler Group
California
$120K +$113K +1,864 +7,169%
SF
633
Synovus Financial
Georgia
$113K -$165K -2,727 -61%
TCCM
634
Timber Creek Capital Management
Massachusetts
$112K – – –
CAW
635
Cornerstone Advisors (Washington)
Washington
$111K +$11.1K +184 +12%
GWM
636
Geneos Wealth Management
Colorado
$110K -$1.93K -32 -2%
KLWA
637
Kelly Lawrence W & Associates
California
$108K – – –
ClearBridge Investments
638
ClearBridge Investments
New York
$106K -$115K -1,899 -53%
Carson Wealth (CWM LLC)
639
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$104K -$422 -7 -0.4%
QCG
641
Quadrant Capital Group
Ohio
$102K -$51.6K -855 -35%
BCA
642
Berman Capital Advisors
Georgia
$98K -$9.72K -161 -9%
LS
643
Leelyn Smith
Illinois
$95K – – –
PB
644
Pinnacle Bancorp
Nebraska
$93K – – –
IBOK
645
Independence Bank of Kentucky
Kentucky
$92K – – –
TF
646
Tompkins Financial
New York
$90K – – –
ECM
647
Estabrook Capital Management
New York
$85.2K – – –
OPS
648
Orion Portfolio Solutions
Nebraska
$83K +$39.2K +649 +99%
C
649
Cerebellum
California
$82K +$50.9K +844 New
FA
650
Fortis Advisors
Pennsylvania
$80K -$108K -1,788 -59%