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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
651
Westover Capital Advisors
Delaware
$847K -$8.33K -54 -1%
VWA
652
VERITY Wealth Advisors
United States
$842K – – –
DIP
653
Davis Investment Partners
North Carolina
$841K +$765K +4,961 New
PA
654
Parallel Advisors
California
$829K +$44.1K +286 +6%
KOCAA
655
Knights of Columbus Asset Advisors
Connecticut
$829K +$19.6K +127 +3%
PFBT
656
Parkside Financial Bank & Trust
Missouri
$822K +$16.2K +105 +2%
FAL
657
Focused Alpha LLC
Colorado
$821K +$1.39K +9 +0.2%
KCP
658
Kera Capital Partners
California
$817K +$102K +660 +16%
PP
659
Prudential plc
United Kingdom
$812K -$464K -3,010 -39%
AWM
660
Aries Wealth Management
Maine
$811K – – –
WE
661
Wealth Effects
Massachusetts
$806K -$123K -800 -14%
CCA
662
Checchi Capital Advisers
California
$794K -$5.71K -37 -0.8%
TBNY
663
Trustco Bank (New York)
New York
$785K +$30.8K +200 +5%
BMCM
664
Bryn Mawr Capital Management
Pennsylvania
$785K -$28.5K -185 -4%
CCIA
665
Campbell & Co Investment Adviser
Maryland
$780K -$3M -19,448 -81%
PTFIS
666
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$780K -$320K -2,072 -31%
RAM
667
Ramirez Asset Management
New York
$780K – – –
AWP
668
Abacus Wealth Partners
California
$778K -$892K -5,782 -56%
UFF
669
USA Financial Formulas
Michigan
$774K -$68.8K -446 -9%
GM
670
GeoWealth Management
Illinois
$768K +$698K +4,524 New
BHC
671
Bowen Hanes & Co
Florida
$764K – – –
TG
672
TCW Group
California
$764K -$16.3K -106 -2%
LFA
673
Legacy Financial Advisors
Kentucky
$756K -$165K -1,072 -19%
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$751K – – –
CCMR
675
Core Capital Management & Research
Texas
$749K +$617K +4,000 New