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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PB
676
Pinnacle Bancorp
Nebraska
$97K
QCG
677
Quadrant Capital Group
Ohio
$96K +$35.3K +509 +47%
WAM
678
Wealthspire Advisors (Maryland)
Maryland
$95K +$2.01K +29 +2%
BCA
679
Berman Capital Advisors
Georgia
$94K +$6.24K +90 +7%
CAM
680
Cresset Asset Management
Illinois
$93K +$58.1K +838 +149%
CIAS
681
Capital Investment Advisory Services
North Carolina
$89K +$38.1K +550 +68%
PA
682
Parallel Advisors
California
$87K +$22K +317 +31%
TFS
683
TrustCore Financial Services
Tennessee
$87K +$91.9K +1,326 New
Bessemer Group
684
Bessemer Group
New Jersey
$84K -$169K -2,432 -65%
NFG
685
Next Financial Group
Texas
$83K -$97K -1,400 -53%
PCG
686
Private Capital Group
Connecticut
$83K +$46.2K +666 +114%
NFH
687
NEXT Financial Holdings
Texas
$83K +$87.4K +1,261 New
GWM
688
Geneos Wealth Management
Colorado
$82K +$17K +245 +24%
LA
689
Legacy Advisors
Pennsylvania
$80K +$84.1K +1,213 New
VC
690
Vestor Capital
Illinois
$79K
MFBTD
691
MB Financial Bank - Trust Department
Illinois
$78K -$26.1K -377 -24%
OAM
692
Oppenheimer Asset Management
New York
$75K +$1.32K +19 +2%
Group One Trading
693
Group One Trading
Illinois
$73K +$77K +1,111 New
FWM
694
Focused Wealth Management
New York
$72K
SNT
695
Security National Trust
West Virginia
$72K
GLI
696
Guardian Life Insurance
New York
$72K +$1.25K +18 +2%
SWP
697
Strategic Wealth Partners
Ohio
$69K +$34.8K +502 +98%
PWM
698
PRW Wealth Management
Massachusetts
$68K
M
699
MOTCO
Texas
$66K
NCM
700
Northstar Capital Management
New York
$66K