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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$829K +$44.1K +286 +6%
KOCAA
652
Knights of Columbus Asset Advisors
Connecticut
$829K +$19.6K +127 +3%
FAL
653
Focused Alpha LLC
Colorado
$821K +$1.39K +9 +0.2%
KCP
654
Kera Capital Partners
California
$817K +$102K +660 +16%
PP
655
Prudential plc
United Kingdom
$812K -$464K -3,010 -39%
AWM
656
Aries Wealth Management
Maine
$811K
WE
657
Wealth Effects
Massachusetts
$806K -$123K -800 -14%
CCA
658
Checchi Capital Advisers
California
$794K -$5.71K -37 -0.8%
TBNY
659
Trustco Bank (New York)
New York
$785K +$30.8K +200 +5%
BMCM
660
Bryn Mawr Capital Management
Pennsylvania
$785K -$28.5K -185 -4%
CCIA
661
Campbell & Co Investment Adviser
Maryland
$780K -$3M -19,448 -81%
PTFIS
662
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$780K -$320K -2,072 -31%
RAM
663
Ramirez Asset Management
New York
$780K
AWP
664
Abacus Wealth Partners
California
$778K -$892K -5,782 -56%
UFF
665
USA Financial Formulas
Michigan
$774K -$68.8K -446 -9%
GM
666
GeoWealth Management
Illinois
$768K +$698K +4,524 New
BHC
667
Bowen Hanes & Co
Florida
$764K
TG
668
TCW Group
California
$764K -$16.3K -106 -2%
LFA
669
Legacy Financial Advisors
Kentucky
$756K -$165K -1,072 -19%
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$751K
AWM
671
Aprio Wealth Management
Georgia
$731K +$130K +841 +24%
BAAM
672
Baker Avenue Asset Management
California
$727K +$58.3K +378 +10%
JMFC
673
J.M. Forbes & Co
Massachusetts
$724K
VCM
674
Versant Capital Management
Arizona
$723K +$96.5K +626 +17%
EAM
675
Empirical Asset Management
Massachusetts
$707K +$463 +3 +0.1%