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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
626
Clarius Group LLC
Washington
$247K +$1.39K +18 +0.6%
PCP
627
Proficio Capital Partners
Massachusetts
$247K +$8.75K +113 +4%
CMO
628
Covenant Multifamily Offices
Texas
$246K +$227K +2,928 New
BWA
629
Burt Wealth Advisors
Maryland
$244K – – –
DTC
630
Davidson Trust Company
Washington
$244K – – –
TI
631
Truehand Inc
New Hampshire
$239K – – –
TAM
632
Trust Asset Management
Texas
$239K +$221K +2,848 New
GWM
633
Geneos Wealth Management
Colorado
$238K – – –
FA
634
Financial Advisors
Massachusetts
$237K – – –
BDF
635
Balasa Dinverno & Foltz
$236K +$218K +2,815 New
OC
636
Oppenheimer & Co
New York
$235K -$224K -2,886 -51%
BF
637
BOK Financial
Oklahoma
$234K +$1.78K +23 +0.8%
MSFS
638
Main Street Financial Solutions
Pennsylvania
$233K -$310 -4 -0.1%
BFO
639
Boston Family Office
Massachusetts
$233K – – –
FCH
640
Freestone Capital Holdings
Washington
$226K +$11.4K +147 +6%
JWBC
641
J.W. Burns & Co
New York
$225K +$207K +2,677 New
JIC
642
Johnson Investment Counsel
Ohio
$224K -$8.52K -110 -4%
DT
643
Diversified Trust
Tennessee
$222K -$95.3K -1,231 -32%
FPS
644
Fieldpoint Private Securities
Connecticut
$222K +$74.3K +959 +57%
BCI
645
Brinker Capital Investments
Pennsylvania
$220K -$103K -1,332 -34%
BHWM
646
Bar Harbor Wealth Management
New Hampshire
$219K -$37.9K -489 -16%
SC
647
Savant Capital
Illinois
$218K +$201K +2,595 New
GAM
648
Guinness Asset Management
United Kingdom
$216K +$3.87K +50 +2%
IWC
649
Integrated Wealth Concepts
Massachusetts
$216K +$200K +2,576 New
IC
650
IEQ Capital
California
$215K +$198K +2,557 New
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