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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
651
Asset Dedication LLC
California
$34K +$11.5K +165 +36%
NICM
652
Neo Ivy Capital Management
New York
$33K +$43.5K +626 New
CYG
653
Clean Yield Group
Vermont
$32K – – –
IA
654
IFP Advisors
Florida
$32K +$20.1K +290 +73%
Twin Tree Management
655
Twin Tree Management
Texas
$31K +$40.2K +579 New
JCM
656
Jacobi Capital Management
Pennsylvania
$29K – – –
SAM
657
S.A. Mason
Michigan
$29K – – –
TWA
658
TCI Wealth Advisors
Arizona
$28K -$2.92K -42 -7%
FWM
659
FSA Wealth Management
Massachusetts
$28K – – –
LWM
660
Liberty Wealth Management
California
$28K +$33.6K +484 +1,180%
ZB
661
Zions Bancorporation
Utah
$24K -$834 -12 -3%
BCWM
662
Bartlett & Co Wealth Management
Ohio
$22.7K – – –
BC
663
Bartlett & Co
Ohio
$22K +$29.3K +422 New
CAL
664
Capital Analysts LLC
Pennsylvania
$21K – – –
OSNBOA
665
Old Second National Bank of Aurora
Illinois
$21K – – –
O
666
Ossiam
France
$20K -$81.5K -1,173 -76%
BWP
667
Baldwin Wealth Partners
Massachusetts
$20K – – –
JWA
668
JFS Wealth Advisors
Pennsylvania
$20K – – –
GRP
669
Global Retirement Partners
California
$19K – – –
WPA
670
West Paces Advisors
Georgia
$17K +$8.41K +121 +61%
PK
671
Pflug Koory
Nebraska
$17K – – –
RFA
672
Reilly Financial Advisors
California
$17K – – –
TFO
673
Tarbox Family Office
California
$17K +$6.67K +96 +44%
BL
674
Balentine LLC
Georgia
$17K +$10.6K +152 +93%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$16K -$3.27K -47 -14%