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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
IR
676
Invictus RG
Bermuda
$35K +$33K +505 New
HI
677
Hudock Inc
Pennsylvania
$34K – – –
TWA
678
TCI Wealth Advisors
Arizona
$34K – – –
HR
679
Howe & Rusling
New York
$30K +$1.11K +17 +4%
OSNBOA
680
Old Second National Bank of Aurora
Illinois
$28K – – –
Bessemer Group
681
Bessemer Group
New Jersey
$24K -$862K -13,188 -98%
AWMS
682
Advocacy Wealth Management Services
Georgia
$23K – – –
RPG
683
Risk Paradigm Group
Texas
$22K – – –
CBT
684
Central Bank & Trust
Kentucky
$22K -$48.6K -744 -70%
GAM
685
Gemmer Asset Management
California
$20K – – –
KT
686
Kanaly Trust
Texas
$19K – – –
TFO
687
Tarbox Family Office
California
$19K – – –
TDC
688
Thompson Davis & Co
Virginia
$17K -$2.94K -45 -16%
M
689
MOTCO
Texas
$17K – – –
TSW
690
Thompson Siegel & Walmsley
Virginia
$17K – – –
GBBWRPM
691
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K – – –
ADL
692
Asset Dedication LLC
California
$15K – – –
QAM
693
QCI Asset Management
New York
$15K – – –
VNA
694
Valley National Advisers
Pennsylvania
$15K – – –
CYG
695
Clean Yield Group
Vermont
$14K – – –
CCM
696
Cribstone Capital Management
Maine
$14K – – –
FNBT
697
FineMark National Bank & Trust
Florida
$11K – – –
CHC
698
City Holding Co
West Virginia
$10K – – –
CHP
699
Cable Hill Partners
Oregon
$9K – – –
RFA
700
Reilly Financial Advisors
California
$9K – – –