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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
651
Creative Planning
Kansas
$113K +$1.51K +23 +1%
MMG
652
Monetary Management Group
Missouri
$108K -$921K -14,000 -90%
PFSC
653
Peoples Financial Services Corp
Pennsylvania
$105K -$13.2K -200 -11%
FNBT
654
FineMark National Bank & Trust
Florida
$103K -$20.1K -306 -17%
NCM
655
Nelson Capital Management
California
$102K – – –
RFS
656
Rockefeller Financial Services
New York
$102K +$20.5K +312 +26%
FM
657
Forward Management
California
$94K +$92.1K +1,400 New
MAM
658
Mizuho Asset Management
Japan
$80K +$20.7K +314 +36%
PMFA
659
Plante Moran Financial Advisors
Michigan
$76K +$74.2K +1,128 New
ARMC
660
American Research & Management Company
Massachusetts
$71K – – –
W
661
Wealthfront
California
$69K +$29.4K +447 +81%
JIC
662
Joel Isaacson & Co
New York
$65K – – –
WA
663
WFG Advisors
Texas
$63K -$65.2K -991 -51%
HTHT
664
Hemenway Trust Hemenway Trust
New Hampshire
$62K – – –
HCP
665
Holt Capital Partners
Texas
$61K – – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$58K +$56.9K +865 New
Walleye Trading
667
Walleye Trading
New York
$56K -$254K -3,861 -82%
WIL
668
Winifred I. Li
$55K – – –
WA
669
WealthTrust-Arizona
Arizona
$54K -$13.9K -211 -21%
PTC
670
Private Trust Company
Ohio
$54K – – –
WAM
671
Wolverine Asset Management
Illinois
$52K -$59.2K -900 -54%
HR
672
Howe & Rusling
New York
$50K -$2.04K -31 -4%
SF
673
Synovus Financial
Georgia
$47K – – –
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$45K -$5.2K -79 -10%
CLOS
675
Compagnie Lombard Odier SCmA
Switzerland
$38K – – –