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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Truehand Inc
New Hampshire
$239K – – –
TAM
627
Trust Asset Management
Texas
$239K +$221K +2,848 New
GWM
628
Geneos Wealth Management
Colorado
$238K – – –
FA
629
Financial Advisors
Massachusetts
$237K – – –
BDF
630
Balasa Dinverno & Foltz
$236K +$218K +2,815 New
OC
631
Oppenheimer & Co
New York
$235K -$224K -2,886 -51%
BF
632
BOK Financial
Oklahoma
$234K +$1.78K +23 +0.8%
MSFS
633
Main Street Financial Solutions
Pennsylvania
$233K -$310 -4 -0.1%
BFO
634
Boston Family Office
Massachusetts
$233K – – –
FCH
635
Freestone Capital Holdings
Washington
$226K +$11.4K +147 +6%
JWBC
636
J.W. Burns & Co
New York
$225K +$207K +2,677 New
JIC
637
Johnson Investment Counsel
Ohio
$224K -$8.52K -110 -4%
DT
638
Diversified Trust
Tennessee
$222K -$95.3K -1,231 -32%
FPS
639
Fieldpoint Private Securities
Connecticut
$222K +$74.3K +959 +57%
BCI
640
Brinker Capital Investments
Pennsylvania
$220K -$103K -1,332 -34%
BHWM
641
Bar Harbor Wealth Management
New Hampshire
$219K -$37.9K -489 -16%
SC
642
Savant Capital
Illinois
$218K +$201K +2,595 New
GAM
643
Guinness Asset Management
United Kingdom
$216K +$3.87K +50 +2%
IWC
644
Integrated Wealth Concepts
Massachusetts
$216K +$200K +2,576 New
IC
645
IEQ Capital
California
$215K +$198K +2,557 New
DP
646
Dearborn Partners
Illinois
$215K +$198K +2,560 New
SWK
647
Stephen W. Kidder
$214K +$197K +2,550 New
VF
648
Virtu Financial
New York
$211K -$325K -4,191 -62%
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K – – –
PCM
650
Parsons Capital Management
Rhode Island
$210K +$194K +2,499 New
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