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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
701
YorkBridge Wealth Partners
New York
$32K -$10.9K -137 -26%
HR
702
Howe & Rusling
New York
$32K -$1.82K -23 -5%
OSNBOA
703
Old Second National Bank of Aurora
Illinois
$32K – – –
ZB
704
Zions Bancorporation
Utah
$30K -$25.9K -327 -47%
PA
705
Perennial Advisors
New York
$26K – – –
RPG
706
Risk Paradigm Group
Texas
$25.2K – – –
CBT
707
Central Bank & Trust
Kentucky
$25K – – –
FFC
708
First Financial Corp
Indiana
$24K -$27.7K -349 -54%
GAM
709
Gemmer Asset Management
California
$24K – – –
TFO
710
Tarbox Family Office
California
$21K – – –
JG
711
Jefferies Group
New York
$20K -$4.04M -50,971 -100%
M
712
MOTCO
Texas
$20K – – –
TSW
713
Thompson Siegel & Walmsley
Virginia
$20K – – –
KWM
714
Kingsview Wealth Management
Oregon
$20K +$19.6K +247 New
AWMS
715
Advocacy Wealth Management Services
Georgia
$19K – – –
GBBWRPM
716
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K – – –
ADL
717
Asset Dedication LLC
California
$18K – – –
QAM
718
QCI Asset Management
New York
$18K – – –
TDC
719
Thompson Davis & Co
Virginia
$18K +$1.75K +22 +10%
VNA
720
Valley National Advisers
Pennsylvania
$17K – – –
CHP
721
Cable Hill Partners
Oregon
$17K +$6.9K +87 +70%
CCM
722
Cribstone Capital Management
Maine
$16K – – –
CYG
723
Clean Yield Group
Vermont
$16K +$15.9K +200 New
WPA
724
West Paces Advisors
Georgia
$15.8K -$317 -4 -2%
HCA
725
Harbour Capital Advisors
Virginia
$14.6K +$14.5K +183 New