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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
701
Whittier Trust
California
$87K +$151 +2 +0.2%
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$85K -$24.1K -320 -23%
BWM
703
Baystate Wealth Management
Massachusetts
$85K +$78.2K +1,039 New
CAW
704
Cornerstone Advisors (Washington)
Washington
$78K +$36.7K +488 +95%
AIM
705
Advantage Investment Management
Iowa
$76K +$26.3K +349 +55%
ARMC
706
American Research & Management Company
Massachusetts
$74K – – –
BFEC
707
Benjamin F. Edwards & Company
Missouri
$67K – – –
CF
708
CenterStar Fund
Illinois
$66K – – –
NCM
709
Nelson Capital Management
California
$66K – – –
HTHT
710
Hemenway Trust Hemenway Trust
New Hampshire
$65K +$62.5K +831 New
EFSCE
711
Enterprise Financial Services Corp (EFSC)
Missouri
$63K -$30.3K -402 -33%
GWM
712
Geneos Wealth Management
Colorado
$62K +$3.84K +51 +7%
PWM
713
Perigon Wealth Management
California
$60K – – –
CAM
714
Close Asset Management
United Kingdom
$60K +$58.3K +775 New
QCG
715
Quadrant Capital Group
Ohio
$57K +$527 +7 +0.9%
ZB
716
Zions Bancorporation
Utah
$54K -$7.38K -98 -12%
CFG
717
Citizens Financial Group
Rhode Island
$51K -$128K -1,700 -72%
FFC
718
First Financial Corp
Indiana
$51K -$15.1K -200 -24%
WA
719
WealthTrust-Arizona
Arizona
$50K -$1.73K -23 -3%
VIA
720
Vantage Investment Advisors
Pennsylvania
$50K – – –
MUS
721
Mitsubishi UFJ Securities
Japan
$47K +$45.9K +610 New
JWA
722
JFS Wealth Advisors
Pennsylvania
$46K -$16.9K -224 -28%
CGT
723
Capital Guardian Trust
California
$44K -$8.88K -118 -17%
YWP
724
YorkBridge Wealth Partners
New York
$41K +$39K +518 New
PCTC
725
Perkins Coie Trust Company
Washington
$39K – – –
27 28
29
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