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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFP Advisors
Florida
$232K +$17.2K +207 +9%
HTC
652
Haverford Trust Company
Pennsylvania
$230K – – –
KCM
653
Karp Capital Management
California
$230K +$213K +2,566 New
LCM
654
Logan Capital Management
Pennsylvania
$229K +$212K +2,547 New
GLRA
655
Gerald L. Ray & Associates
Texas
$224K -$125K -1,500 -38%
FMLI
656
Fukoku Mutual Life Insurance
Japan
$224K – – –
TA
657
Tiedemann Advisors
New York
$222K +$205K +2,470 New
ONB
658
Old National Bancorp
Indiana
$222K +$206K +2,475 New
SCM
659
Schnieders Capital Management
California
$222K +$206K +2,475 New
FIB
660
First Interstate Bank
Montana
$221K +$74.9K +900 +58%
EFS
661
Essex Financial Services
Connecticut
$221K +$205K +2,462 New
AIA
662
Affinity Investment Advisors
California
$219K -$16.8M -202,045 -99%
RFS
663
Rockefeller Financial Services
New York
$217K -$8.32K -100 -4%
DT
664
Diversified Trust
Tennessee
$215K -$4.22M -50,682 -95%
PMG
665
ProVise Management Group
Florida
$215K +$200K +2,400 New
MC
666
Miles Capital
Iowa
$213K +$197K +2,370 New
FMBTD
667
First Midwest Bank Trust Division
Illinois
$212K +$196K +2,358 New
BCB
668
Brian C. Broderick
$211K -$41.6K -500 -18%
VCAM
669
Van Cleef Asset Management
Ohio
$211K +$195K +2,350 New
VAM
670
Visionary Asset Management
Texas
$211K +$196K +2,354 New
WJA
671
Williams Jones & Associates
New York
$210K +$195K +2,341 New
CWM
672
Concentric Wealth Management
California
$209K +$193K +2,326 New
CB
673
Community Bank
New York
$208K – – –
GAM
674
Gotham Asset Management
New York
$208K +$193K +2,317 New
DADC
675
D.A. Davidson & Co
Montana
$207K -$26.6K -320 -12%
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