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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
651
Private Wealth Partners
California
$347K -$19.1K -200 -5%
PT
652
Plimoth Trust
Massachusetts
$346K -$2.87K -30 -0.8%
SAI
653
Systematic Alpha Investments
New Jersey
$340K – – –
SI
654
Stephens Inc
Arkansas
$340K +$104K +1,092 +40%
FTWA
655
Fifth Third Wealth Advisors
Ohio
$339K +$12.5K +131 +4%
MFIM
656
Mesirow Financial Investment Management
Illinois
$336K +$3.25K +34 +0.9%
RWM
657
Ritholtz Wealth Management
New York
$332K -$9.74K -102 -3%
ESB
658
Essex Savings Bank
Connecticut
$331K – – –
FM
659
Foster & Motley
Ohio
$331K +$85.6K +896 +32%
FIM
660
Freedom Investment Management
Connecticut
$330K +$353K +3,691 New
PCM
661
Prelude Capital Management
New York
$330K +$352K +3,681 New
GI
662
GAMMA Investing
California
$329K +$45.1K +472 +15%
DIM
663
Delta Investment Management
California
$327K -$48.9K -512 -12%
PCMC
664
Paragon Capital Management (Colorado)
Colorado
$327K +$2.77K +29 +0.8%
CAM
665
Cresset Asset Management
Illinois
$322K -$50.8K -532 -13%
RI
666
Ridgewood Investments
New Jersey
$314K +$335K +3,509 New
MPM
667
MBB Public Markets
Illinois
$314K +$335K +3,504 New
HCMT
668
Highland Capital Management (Tennessee)
Tennessee
$313K – – –
CHAM
669
Clear Harbor Asset Management
Connecticut
$311K +$95.5K +1,000 +40%
JWS
670
Juncture Wealth Strategies
Arizona
$310K – – –
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$309K – – –
NSB
672
Norway Savings Bank
Maine
$308K – – –
TAM
673
Trust Asset Management
Texas
$307K -$60.7K -635 -16%
MIC
674
Means Investment Company
Maine
$307K -$6.11K -64 -2%
GIA
675
GHP Investment Advisors
Colorado
$306K +$2.2K +23 +0.7%
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