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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
MinichMacGregor Wealth Management
New York
$14K +$12.5K +180 New
CGT
677
Capital Guardian Trust
California
$13K – – –
GWM
678
Gupta Wealth Management
California
$13K – – –
TIM
679
Tortoise Investment Management
New York
$13K – – –
PHK
680
Point72 Hong Kong
Hong Kong
$13K +$13.9K +200 New
TDC
681
Thompson Davis & Co
Virginia
$12K +$347 +5 +3%
TCM
682
Tradewinds Capital Management
Washington
$11K – – –
CHC
683
City Holding Co
West Virginia
$10K – – –
AWMS
684
Advocacy Wealth Management Services
Georgia
$10K +$10.8K +155 New
DPA
685
Delphi Private Advisors
California
$10K +$11K +158 New
VCM
686
Versant Capital Management
Arizona
$10K +$11K +158 New
AIA
687
Allegis Investment Advisors
Idaho
$9K +$9.1K +131 New
VFA
688
Virtus Fund Advisers
Connecticut
$7K – – –
WP
689
WealthPLAN Partners
Nebraska
$6.64K +$6.94K +100 New
CAW
690
Cornerstone Advisors (Washington)
Washington
$6K -$19.7K -284 -76%
TSU
691
TD Securities (USA)
New York
$6K -$9.86K -142 -61%
PCP
692
Proficio Capital Partners
Massachusetts
$5K +$4.86K +70 New
LWA
693
Lenox Wealth Advisors
New York
$5K +$5.63K +81 New
AF
694
Arrow Financial
New York
$4K +$4.17K +60 New
ACM
695
Armbruster Capital Management
New York
$4K +$4.38K +63 New
CCMW
696
Cypress Capital Management (Wyoming)
Wyoming
$3.52K – – –
IWMPD
697
Integrated Wealth Management (Palm Desert)
California
$3K -$11.9K -171 -79%
FHA
698
First Horizon Advisors
Tennessee
$2K -$111K -1,604 -98%
AF
699
Allworth Financial
California
$2K – – –
WA
700
WFG Advisors
Texas
$2K – – –
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