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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
676
Asset Dedication LLC
California
$40K – – –
IA
677
IFP Advisors
Florida
$37K -$6.04K -100 -14%
SAM
678
S.A. Mason
Michigan
$35K – – –
FWM
679
FSA Wealth Management
Massachusetts
$33K – – –
FMB
680
Field & Main Bank
Kentucky
$33K +$31.7K +525 New
DAM
681
Delta Asset Management
Tennessee
$32K -$19K -315 -39%
TWA
682
TCI Wealth Advisors
Arizona
$29K -$3.38K -56 -11%
BL
683
Balentine LLC
Georgia
$29K +$8.81K +146 +46%
BCWM
684
Bartlett & Co Wealth Management
Ohio
$27K – – –
BC
685
Bartlett & Co
Ohio
$27K – – –
ZB
686
Zions Bancorporation
Utah
$26K -$2.48K -41 -9%
CAL
687
Capital Analysts LLC
Pennsylvania
$25K – – –
OSNBOA
688
Old Second National Bank of Aurora
Illinois
$25K – – –
BWP
689
Baldwin Wealth Partners
Massachusetts
$24K – – –
PFBT
690
Parkside Financial Bank & Trust
Missouri
$24K +$5.13K +85 +29%
JWA
691
JFS Wealth Advisors
Pennsylvania
$23K -$905 -15 -4%
GAM
692
Gemmer Asset Management
California
$23K +$4.41K +73 +25%
GRP
693
Global Retirement Partners
California
$22K – – –
PK
694
Pflug Koory
Nebraska
$21K – – –
RFA
695
Reilly Financial Advisors
California
$21K – – –
PA
696
Perennial Advisors
New York
$21K +$19.5K +323 New
WPA
697
West Paces Advisors
Georgia
$20.3K – – –
AF
698
Advisornet Financial
Minnesota
$20K – – –
HFA
699
Hoover Financial Advisors
Pennsylvania
$20K +$19.1K +316 New
FMTCOCP
700
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K -$44.7K -740 -71%