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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Savant Capital
Illinois
$226K +$5.22K +60 +2%
PA
652
Parallel Advisors
California
$225K +$62.9K +723 +38%
IC
653
Intersect Capital
California
$224K -$72.5K -833 -24%
IWC
654
Integrated Wealth Concepts
Massachusetts
$224K +$6.18K +71 +3%
FHA
655
First Horizon Advisors
Tennessee
$223K +$60K +690 +35%
BCA
656
Berman Capital Advisors
Georgia
$222K +$35.5K +408 +18%
BFM
657
Boston Financial Management
Massachusetts
$222K +$228K +2,617 New
OPS
658
Orion Portfolio Solutions
Nebraska
$220K -$8.44K -97 -4%
DP
659
Dearborn Partners
Illinois
$217K – – –
MAM
660
MMA Asset Management
Pennsylvania
$217K – – –
PAMG
661
Patton Albertson Miller Group
Tennessee
$216K +$222K +2,547 New
BHWM
662
Bar Harbor Wealth Management
New Hampshire
$215K -$2.17K -25 -1%
CC
663
Constitution Capital
Connecticut
$212K +$217K +2,500 New
FDCDDQ
664
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K – – –
PCM
665
Parsons Capital Management
Rhode Island
$210K -$1.3K -15 -0.6%
BG
666
Bollard Group
Massachusetts
$210K +$1.3K +15 +0.6%
PCMC
667
Paragon Capital Management (Colorado)
Colorado
$207K +$213K +2,444 New
HFAS
668
Hummer Financial Advisory Services
Illinois
$205K +$209K +2,400 New
HCM
669
Highlander Capital Management
New Jersey
$204K +$261 +3 +0.1%
SCM
670
Shelton Capital Management
Colorado
$204K +$209K +2,406 New
HI
671
Horizon Investments
North Carolina
$203K +$208K +2,396 New
FA
672
FDx Advisors
Illinois
$202K -$182K -2,092 -47%
SWP
673
Stratos Wealth Partners
Ohio
$202K +$207K +2,384 New
MAM
674
Meeder Asset Management
Ohio
$201K +$44.5K +512 +28%
DMBA
675
Deseret Mutual Benefit Administrators
Utah
$195K -$63.3K -728 -24%
25 26
27
28 29