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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
651
Cornerstone Advisors (Washington)
Washington
$10K +$4.2K +74 +82%
FNBT
652
FineMark National Bank & Trust
Florida
$9K -$45.5K -801 -84%
GWM
653
Gupta Wealth Management
California
$9K -$2.33K -41 -21%
CHC
654
City Holding Co
West Virginia
$8K – – –
GWM
655
Geneos Wealth Management
Colorado
$8K +$8.63K +152 New
TRCT
656
Tower Research Capital (TRC)
New York
$7K -$106K -1,875 -94%
PMFA
657
Plante Moran Financial Advisors
Michigan
$7K -$57.3K -1,009 -89%
SWA
658
Sutton Wealth Advisors
Florida
$6.5K +$6.3K +111 New
VFA
659
Virtus Fund Advisers
Connecticut
$6K – – –
AIM
660
Anchor Investment Management
South Carolina
$5.85K +$5.68K +100 New
DBT
661
Dubuque Bank & Trust
Iowa
$5K -$122K -2,153 -96%
TSU
662
TD Securities (USA)
New York
$5K -$57 -1 -1%
DPA
663
Delphi Private Advisors
California
$4K -$5.45K -96 -61%
ACM
664
Armbruster Capital Management
New York
$4K – – –
CF
665
CenterStar Fund
Illinois
$4K – – –
AA
666
Apriem Advisors
California
$4K +$3.46K +61 New
CCMW
667
Cypress Capital Management (Wyoming)
Wyoming
$3.1K – – –
IWMPD
668
Integrated Wealth Management (Palm Desert)
California
$3K – – –
FANJ
669
Financial Architects (New Jersey)
New Jersey
$3K +$2.67K +47 New
VCM
670
Versant Capital Management
Arizona
$2K -$6.47K -114 -72%
LWA
671
Lenox Wealth Advisors
New York
$2K -$3.12K -55 -68%
PCP
672
Proficio Capital Partners
Massachusetts
$2K -$2.33K -41 -59%
AF
673
Allworth Financial
California
$2K – – –
SIG
674
Stanford Investment Group
California
$2K +$1.7K +30 New
UFA
675
US Financial Advisors
Massachusetts
$1K – – –
25 26
27
28 29