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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
676
Cornerstone Advisors (Washington)
Washington
$26K +$17.2K +230 +193%
MMG
677
Monetary Management Group
Missouri
$22K – – –
KT
678
Kanaly Trust
Texas
$21K +$9.21K +123 +77%
SFWA
679
Summit Financial Wealth Advisors
Louisiana
$20K – – –
GAM
680
Gemmer Asset Management
California
$20K +$225 +3 +1%
TJHA
681
Thomas J. Herzfeld Advisors
Florida
$20K +$20.4K +272 New
IWMPD
682
Integrated Wealth Management (Palm Desert)
California
$20K +$21K +280 New
M
683
MOTCO
Texas
$18K – – –
TFO
684
Tarbox Family Office
California
$18K – – –
TSW
685
Thompson Siegel & Walmsley
Virginia
$18K – – –
TDC
686
Thompson Davis & Co
Virginia
$17K -$5.76K -77 -25%
VNA
687
Valley National Advisers
Pennsylvania
$16K +$749 +10 +5%
RPG
688
Risk Paradigm Group
Texas
$15.3K +$15.6K +208 New
PSI
689
Pinnacle Summer Investments
Virginia
$15K – – –
CYG
690
Clean Yield Group
Vermont
$15K +$15K +200 New
TIM
691
Tortoise Investment Management
New York
$14K +$7.49K +100 +111%
TRCT
692
Tower Research Capital (TRC)
New York
$13K -$66.9K -894 -83%
RFA
693
Reilly Financial Advisors
California
$13K – – –
PSC
694
Prentiss Smith & Co
Vermont
$12K – – –
AH
695
Achievement Holdings
Illinois
$11.8K +$12M +159,800 New
CHC
696
City Holding Co
West Virginia
$11K – – –
ATC
697
Adirondack Trust Company
New York
$10K – – –
WCM
698
Wealthcare Capital Management
Virginia
$10K +$10.2K +136 New
MWAN
699
Mariner Wealth Advisors (NYC)
Kansas
$10K +$10.6K +142 New
FANJ
700
Financial Architects (New Jersey)
New Jersey
$8K -$1.27K -17 -13%
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