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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
651
Shine Investment Advisory Services
Colorado
$38K – – –
RFA
652
Reilly Financial Advisors
California
$37K +$16.6K +300 +92%
CYG
653
Clean Yield Group
Vermont
$36K – – –
MAM
654
Magellan Asset Management
Australia
$34K +$7.04K +127 +28%
NIM
655
NuWave Investment Management
New Jersey
$32K -$9.81K -177 -24%
JCM
656
Jacobi Capital Management
Pennsylvania
$32K – – –
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$31K -$887 -16 -3%
TWA
658
TCI Wealth Advisors
Arizona
$31K +$2.33K +42 +9%
MA
659
MUFG Americas
New York
$30K – – –
PCTC
660
Perkins Coie Trust Company
Washington
$30K – – –
CFGS
661
Concourse Financial Group Securities
Alabama
$28K -$8.04K -145 -24%
AWMS
662
Advocacy Wealth Management Services
Georgia
$26K – – –
BCWM
663
Bartlett & Co Wealth Management
Ohio
$25.2K -$5.54K -100 -19%
BWP
664
Baldwin Wealth Partners
Massachusetts
$25K -$599K -10,795 -96%
BC
665
Bartlett & Co
Ohio
$25K -$5.54K -100 -19%
ZB
666
Zions Bancorporation
Utah
$24K -$10.6K -192 -32%
OSNBOA
667
Old Second National Bank of Aurora
Illinois
$24K – – –
GRP
668
Global Retirement Partners
California
$23K -$1.72K -31 -7%
CAL
669
Capital Analysts LLC
Pennsylvania
$23K +$19.6K +354 +770%
CG
670
Cutler Group
California
$23K +$21.9K +395 New
RE
671
RBC Europe
United Kingdom
$22.5K – – –
JWA
672
JFS Wealth Advisors
Pennsylvania
$22K – – –
NCM
673
Nelson Capital Management
California
$21K – – –
RIA
674
Realta Investment Advisors
Delaware
$21K – – –
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$20K -$2.61K -47 -12%
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