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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$10.4K +148 +9%
VFA
677
Valeo Financial Advisors
Indiana
$138K -$10.8K -154 -8%
KLWA
678
Kelly Lawrence W & Associates
California
$135K
S
679
SignatureFD
Georgia
$132K +$10.8K +153 +10%
AssetMark Inc
680
AssetMark Inc
California
$131K -$227K -3,218 -66%
MCM
681
Manchester Capital Management
Vermont
$131K
ARMT
682
Amica Retiree Medical Trust
Rhode Island
$130K -$163K -2,317 -58%
O
683
Ossiam
France
$123K +$36.9K +524 +51%
ECM
684
Estabrook Capital Management
New York
$119K
PB
685
Pinnacle Bancorp
Nebraska
$116K
IBOK
686
Independence Bank of Kentucky
Kentucky
$115K -$7.04K -100 -6%
TA
687
TFG Advisers
Michigan
$115K +$103K +1,464 New
TF
688
Tompkins Financial
New York
$112K -$14.9K -212 -13%
QCG
689
Quadrant Capital Group
Ohio
$110K +$30K +426 +39%
BCA
690
Berman Capital Advisors
Georgia
$107K +$422 +6 +0.4%
Carson Wealth (CWM LLC)
691
Carson Wealth (CWM LLC)
Nebraska
$106K
TFS
692
TrustCore Financial Services
Tennessee
$101K
CAW
693
Cornerstone Advisors (Washington)
Washington
$101K +$8.1K +115 +10%
GDP
694
Great Diamond Partners
Maine
$97K +$86.6K +1,230 New
AW
695
Alpha Windward
Massachusetts
$95K -$3.24K -46 -4%
ST
696
Smithfield Trust
Pennsylvania
$91K -$1.27K -18 -2%
FMLI
697
Fukoku Mutual Life Insurance
Japan
$87K +$7.04K +100 +10%
CFG
698
Citizens Financial Group
Rhode Island
$87K +$77.3K +1,098 New
SNT
699
Security National Trust
West Virginia
$86K
CIA
700
CSat Investment Advisory
Michigan
$86K +$1.76K +25 +2%