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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
651
Riverview Trust Company
Washington
$59K – – –
C
652
Cerebellum
California
$58K +$8.31K +128 +15%
PS
653
Planned Solutions
California
$53K +$58.4K +900 New
M
654
MOTCO
Texas
$50K – – –
TF
655
TimeScale Financial
Massachusetts
$49K +$454 +7 +0.8%
VFA
656
Valeo Financial Advisors
Indiana
$48K -$6.04K -93 -10%
IRC
657
Investors Research Corp
Georgia
$47K – – –
ST
658
Smithfield Trust
Pennsylvania
$40K -$13.5K -208 -24%
LC
659
Lindbrook Capital
California
$40K -$11.4K -175 -21%
TFS
660
TrustCore Financial Services
Tennessee
$40K – – –
IA
661
IFP Advisors
Florida
$40K +$5.26K +81 +14%
FHC
662
First Horizon Corporation
Tennessee
$39K +$43.4K +669 New
SIAS
663
Shine Investment Advisory Services
Colorado
$38K – – –
AF
664
Arrow Financial
New York
$37K -$11.4K -175 -22%
ADL
665
Asset Dedication LLC
California
$37K – – –
HIIFS
666
Harel Insurance Investments & Financial Services
Israel
$37K +$40.8K +629 New
SAM
667
S.A. Mason
Michigan
$33K – – –
PCM
668
Penserra Capital Management
California
$32K -$647K -9,969 -95%
PCG
669
Private Capital Group
Connecticut
$32K +$18.6K +286 +117%
FCA
670
FinTrust Capital Advisors
South Carolina
$31K -$121K -1,871 -78%
IBOK
671
Independence Bank of Kentucky
Kentucky
$30K -$61.7K -950 -66%
DAM
672
Delta Asset Management
Tennessee
$30K – – –
TWA
673
TCI Wealth Advisors
Arizona
$27K -$390 -6 -1%
SGAM
674
Smith Group Asset Management
Texas
$26K +$12.3K +190 +74%
BCWM
675
Bartlett & Co Wealth Management
Ohio
$25.3K – – –
25 26
27
28 29