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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CH
676
Canton Hathaway
Rhode Island
$102K +$107K +1,550 New
ECM
677
Estabrook Capital Management
New York
$99.4K – – –
PB
678
Pinnacle Bancorp
Nebraska
$97K – – –
QCG
679
Quadrant Capital Group
Ohio
$96K +$35.3K +509 +47%
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$95K +$2.01K +29 +2%
BCA
681
Berman Capital Advisors
Georgia
$94K +$6.24K +90 +7%
CAM
682
Cresset Asset Management
Illinois
$93K +$58.1K +838 +149%
CIAS
683
Capital Investment Advisory Services
North Carolina
$89K +$38.1K +550 +68%
PA
684
Parallel Advisors
California
$87K +$22K +317 +31%
TFS
685
TrustCore Financial Services
Tennessee
$87K +$91.9K +1,326 New
Bessemer Group
686
Bessemer Group
New Jersey
$84K -$169K -2,432 -65%
NFG
687
Next Financial Group
Texas
$83K -$97K -1,400 -53%
PCG
688
Private Capital Group
Connecticut
$83K +$46.2K +666 +114%
NFH
689
NEXT Financial Holdings
Texas
$83K +$87.4K +1,261 New
GWM
690
Geneos Wealth Management
Colorado
$82K +$17K +245 +24%
LA
691
Legacy Advisors
Pennsylvania
$80K +$84.1K +1,213 New
VC
692
Vestor Capital
Illinois
$79K – – –
MFBTD
693
MB Financial Bank - Trust Department
Illinois
$78K -$26.1K -377 -24%
OAM
694
Oppenheimer Asset Management
New York
$75K +$1.32K +19 +2%
Group One Trading
695
Group One Trading
Illinois
$73K +$77K +1,111 New
FWM
696
Focused Wealth Management
New York
$72K – – –
SNT
697
Security National Trust
West Virginia
$72K – – –
GLI
698
Guardian Life Insurance
New York
$72K +$1.25K +18 +2%
SWP
699
Strategic Wealth Partners
Ohio
$69K +$34.8K +502 +98%
PWM
700
PRW Wealth Management
Massachusetts
$68K – – –