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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
626
Sargent Bickham Lagudis
Colorado
$137K
CAPTRUST Financial Advisors
627
CAPTRUST Financial Advisors
North Carolina
$131K +$5.97K +99 +5%
TCOV
628
Trust Company of Vermont
Vermont
$129K -$38.4K -637 -24%
ACA
629
Atlas Capital Advisors
Wyoming
$128K -$76.7K -1,271 -39%
FHA
630
Flagship Harbor Advisors
Massachusetts
$126K +$5.31K +88 +5%
CG
631
Cutler Group
California
$120K +$113K +1,864 +7,169%
SF
632
Synovus Financial
Georgia
$113K -$165K -2,727 -61%
TCCM
633
Timber Creek Capital Management
Massachusetts
$112K
CAW
634
Cornerstone Advisors (Washington)
Washington
$111K +$11.1K +184 +12%
GWM
635
Geneos Wealth Management
Colorado
$110K -$1.93K -32 -2%
KLWA
636
Kelly Lawrence W & Associates
California
$108K
ClearBridge Investments
637
ClearBridge Investments
New York
$106K -$115K -1,899 -53%
Carson Wealth (CWM LLC)
638
Carson Wealth (CWM LLC)
Nebraska
$106K
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$104K -$422 -7 -0.4%
QCG
640
Quadrant Capital Group
Ohio
$102K -$51.6K -855 -35%
BCA
641
Berman Capital Advisors
Georgia
$98K -$9.72K -161 -9%
LS
642
Leelyn Smith
Illinois
$95K
PB
643
Pinnacle Bancorp
Nebraska
$93K
IBOK
644
Independence Bank of Kentucky
Kentucky
$92K
TF
645
Tompkins Financial
New York
$90K
ECM
646
Estabrook Capital Management
New York
$85.2K
OPS
647
Orion Portfolio Solutions
Nebraska
$83K +$39.2K +649 +99%
C
648
Cerebellum
California
$82K +$50.9K +844 New
FA
649
Fortis Advisors
Pennsylvania
$80K -$108K -1,788 -59%
AssetMark Inc
650
AssetMark Inc
California
$78K -$46.5K -771 -39%