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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WB
651
Webster Bank
Connecticut
$210K -$9.63K -134 -4%
FA
652
Financial Advisors
Massachusetts
$206K
WCWM
653
Willow Creek Wealth Management
California
$204K +$200K +2,784 New
CA
654
Cetera Advisors
Colorado
$202K -$50.5K -703 -20%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$201K -$1.8K -25 -0.9%
HTC
656
Haverford Trust Company
Pennsylvania
$200K +$3.09K +43 +2%
DJSG
657
D.J. St. Germain
Massachusetts
$197K +$193K +2,689 New
BG
658
Bollard Group
Massachusetts
$193K +$2.95K +41 +2%
JWM
659
Janiczek Wealth Management
Colorado
$192K -$24.7K -343 -12%
UM
660
UniSuper Management
Australia
$190K +$187K +2,600 New
UB
661
UMB Bank
Missouri
$187K +$26.9K +374 +17%
VSQM
662
V-Square Quantitative Management
Illinois
$186K -$18.9K -263 -9%
SIM
663
Sentry Investment Management
Wisconsin
$176K
KFI
664
Key Financial Inc
Pennsylvania
$166K
TPCW
665
TD Private Client Wealth
New York
$165K -$180K -2,502 -53%
PA
666
Parallel Advisors
California
$164K +$503 +7 +0.3%
HCM
667
Highlander Capital Management
New Jersey
$159K +$144 +2 +0.1%
FHA
668
First Horizon Advisors
Tennessee
$159K -$81.9K -1,139 -34%
QCG
669
Quadrant Capital Group
Ohio
$158K -$86.6K -1,205 -36%
PCM
670
Penserra Capital Management
California
$158K -$1.79M -24,852 -92%
TFM
671
TFC Financial Management
Massachusetts
$155K +$503 +7 +0.3%
First Manhattan
672
First Manhattan
New York
$151K -$71.9K -1,000 -33%
LC
673
Lindbrook Capital
California
$145K +$56.9K +791 +66%
BF
674
BOK Financial
Oklahoma
$140K -$10.6K -147 -7%
BTI
675
Blue Trust Inc
Georgia
$133K -$22.6K -314 -15%