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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
676
Destination Wealth Management
California
$43K – – –
OIA
677
OneDigital Investment Advisors
Kansas
$42K -$10.2K -164 -18%
NIM
678
NuWave Investment Management
New Jersey
$42K +$15.5K +250 +51%
RA
679
Rational Advisors
New York
$42K +$26.7K +430 +138%
OAM
680
Oppenheimer Asset Management
New York
$41K -$24.2K -389 -35%
CB
681
CNB Bank
Pennsylvania
$39K -$4.35K -70 -9%
SIAS
682
Shine Investment Advisory Services
Colorado
$36K – – –
CFGS
683
Concourse Financial Group Securities
Alabama
$35K – – –
CYG
684
Clean Yield Group
Vermont
$34K – – –
ZB
685
Zions Bancorporation
Utah
$33K -$1.3K -21 -3%
JCM
686
Jacobi Capital Management
Pennsylvania
$31K – – –
YWP
687
YorkBridge Wealth Partners
New York
$31K +$1.93K +31 +6%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$31K +$34.1K +548 New
BCWM
689
Bartlett & Co Wealth Management
Ohio
$29.5K – – –
BC
690
Bartlett & Co
Ohio
$29K – – –
MA
691
MUFG Americas
New York
$28K – – –
PCTC
692
Perkins Coie Trust Company
Washington
$28K – – –
FLPIM
693
F.L. Putnam Investment Management
Massachusetts
$28K +$31.2K +502 New
TWA
694
TCI Wealth Advisors
Arizona
$27K -$311 -5 -1%
MAM
695
Magellan Asset Management
Australia
$25K +$5.97K +96 +27%
GRP
696
Global Retirement Partners
California
$24K -$18.6K -299 -41%
ARMC
697
American Research & Management Company
Massachusetts
$24K – – –
AWMS
698
Advocacy Wealth Management Services
Georgia
$24K +$6.03K +97 +29%
OSNBOA
699
Old Second National Bank of Aurora
Illinois
$22K – – –
FCA
700
FinTrust Capital Advisors
South Carolina
$22K +$16.6K +267 +205%
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