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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
651
AssetMark Inc
California
$78K -$46.5K -771 -39%
EI
652
Ellevest Inc
New York
$77K +$29.3K +486 +67%
CIA
653
CSat Investment Advisory
Michigan
$73K -$3.14K -52 -4%
CAN
654
Cetera Advisor Networks
California
$72K +$68.7K +1,138 New
FMLI
655
Fukoku Mutual Life Insurance
Japan
$70K – – –
SNT
656
Security National Trust
West Virginia
$69K – – –
CFG
657
CKW Financial Group
Hawaii
$68K +$12.1K +200 +22%
NIM
658
NuWave Investment Management
New Jersey
$68K +$65.6K +1,087 New
MAM
659
Marquette Asset Management
Minnesota
$67K – – –
AW
660
Alpha Windward
Massachusetts
$66K -$9.72K -161 -13%
HFA
661
HC Financial Advisors
California
$65K – – –
JFA
662
JNBA Financial Advisors
Minnesota
$64K – – –
RTC
663
Riverview Trust Company
Washington
$63K – – –
NO
664
Ninety One
South Africa
$59K +$7.06K +117 +14%
VFA
665
Valeo Financial Advisors
Indiana
$58K +$2.23K +37 +4%
ST
666
Smithfield Trust
Pennsylvania
$55K -$8.45K -140 -14%
LC
667
Lindbrook Capital
California
$54K +$34.6K +574 +206%
M
668
MOTCO
Texas
$53K – – –
TF
669
TimeScale Financial
Massachusetts
$53K – – –
HMS
670
Hanseatic Management Services
New Mexico
$52K +$11.5K +191 +30%
IRC
671
Investors Research Corp
Georgia
$51K – – –
AF
672
Arrow Financial
New York
$50K – – –
PA
673
Procyon Advisors
Connecticut
$47K – – –
TFS
674
TrustCore Financial Services
Tennessee
$43K -$24.1K -400 -37%
SIAS
675
Shine Investment Advisory Services
Colorado
$41K – – –