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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$386K +$1.53K +16 +0.4%
CSC
627
Caldwell Sutter Capital
California
$385K – – –
TC
628
TownSquare Capital
Utah
$383K +$23.3K +244 +6%
AIA
629
Affinity Investment Advisors
California
$382K +$408K +4,271 New
JMFC
630
J.M. Forbes & Co
Massachusetts
$382K – – –
MAM
631
MWA Asset Management
Massachusetts
$382K -$5.45K -57 -1%
OIA
632
OneDigital Investment Advisors
Kansas
$376K +$90.2K +944 +29%
EAM
633
Empirical Asset Management
Massachusetts
$372K -$43.3K -453 -10%
CRC
634
Curi RMB Capital
Illinois
$371K +$194K +2,034 +96%
TCOTS
635
Trust Company of the South
North Carolina
$369K – – –
HI
636
Horizon Investments
North Carolina
$368K +$5.25K +55 +1%
NIM
637
Northeast Investment Management
Massachusetts
$367K -$165K -1,730 -30%
CNBT
638
Canandaigua National Bank & Trust
New York
$365K -$22.9K -240 -6%
BB
639
Busey Bank
Illinois
$364K +$382 +4 +0.1%
PSB
640
Piscataqua Savings Bank
New Hampshire
$362K +$10.7K +112 +3%
S
641
Sachetta
Massachusetts
$361K -$1.05K -11 -0.3%
SWRP
642
Summit Wealth & Retirement Planning
California
$360K – – –
BFM
643
Boothbay Fund Management
New York
$359K +$383K +4,008 New
LAM
644
L2 Asset Management
Massachusetts
$356K -$25.1K -263 -6%
EAM
645
Evanson Asset Management
California
$356K – – –
PA
646
Profund Advisors
Maryland
$352K -$16.5K -173 -4%
MGIA
647
Moneta Group Investment Advisors
Missouri
$352K +$126K +1,319 +50%
Envestnet Portfolio Solutions
648
Envestnet Portfolio Solutions
Illinois
$351K -$203K -2,125 -35%
BP
649
BBR Partners
New York
$349K -$2.1K -22 -0.6%
FHA
650
Flagship Harbor Advisors
Massachusetts
$349K +$108K +1,128 +41%