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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
RIG
626
Roosevelt Investment Group
New York
$261K
WB
627
Webster Bank
Connecticut
$261K
BOH
628
Bank of Hawaii
Hawaii
$260K -$152K -1,638 -35%
VFA
629
Voya Financial Advisors
Connecticut
$260K -$3.15K -34 -1%
OPS
630
Orion Portfolio Solutions
Nebraska
$260K +$19K +205 +7%
GWM
631
Geneos Wealth Management
Colorado
$259K -$13.8K -149 -5%
GAM
632
Gotham Asset Management
New York
$255K +$272K +2,932 New
BWA
633
Burt Wealth Advisors
Maryland
$253K
HH
634
Hilltop Holdings
Texas
$253K +$6.48K +70 +2%
SC
635
Savant Capital
Illinois
$252K -$12.4K -134 -4%
BFO
636
Boston Family Office
Massachusetts
$251K
CA
637
Cornerstone Advisory
Maryland
$251K +$370 +4 +0.1%
DG
638
DMC Group
Alabama
$248K -$114K -1,227 -26%
MAM
639
Madison Asset Management
Wisconsin
$246K -$54.5K -589 -17%
FA
640
Financial Advisors
Massachusetts
$246K
DJSG
641
D.J. St. Germain
Massachusetts
$245K
IWC
642
Integrated Wealth Concepts
Massachusetts
$242K +$2.04K +22 +0.8%
SIM
643
Sentry Investment Management
Wisconsin
$242K +$257K +2,776 New
SIA
644
Schechter Investment Advisors
Michigan
$240K -$12.8K -138 -5%
HT
645
Heritage Trust
Oklahoma
$237K -$35.3K -381 -12%
FPS
646
Fieldpoint Private Securities
Connecticut
$233K -$49.4K -533 -17%
IC
647
Intersect Capital
California
$231K -$6.85K -74 -3%
CK
648
Cohen Klingenstein
New York
$231K
PTC
649
Philadelphia Trust Company
Pennsylvania
$231K +$245K +2,650 New
FA
650
FDx Advisors
Illinois
$230K +$18.2K +197 +8%