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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
701
Focused Wealth Management
New York
$108K – – –
PCM
702
Penserra Capital Management
California
$107K +$99.8K +1,200 New
JCM
703
Jacobi Capital Management
Pennsylvania
$105K – – –
PA
704
Parallel Advisors
California
$105K +$14.3K +172 +18%
CAW
705
Cornerstone Advisors (Washington)
Washington
$90K – – –
NCM
706
Nelson Capital Management
California
$90K +$12.5K +150 +18%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$77K – – –
OIA
708
OneDigital Investment Advisors
Kansas
$73K +$67.3K +809 New
GLI
709
Guardian Life Insurance
New York
$72K -$48.4K -582 -42%
JFA
710
JNBA Financial Advisors
Minnesota
$70K -$16.6K -200 -20%
CAM
711
Close Asset Management
United Kingdom
$70K – – –
PWM
712
Perigon Wealth Management
California
$68K – – –
M
713
MOTCO
Texas
$68K +$41.8K +502 +201%
GWM
714
Geneos Wealth Management
Colorado
$67K – – –
AIM
715
Advantage Investment Management
Iowa
$65K +$5.24K +63 +9%
WT
716
Whittier Trust
California
$64K -$34.1K -410 -36%
ARMC
717
American Research & Management Company
Massachusetts
$63K – – –
SIAS
718
Shine Investment Advisory Services
Colorado
$62K +$57.1K +687 New
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$4.66K -56 -8%
CBT
720
Capital Bank & Trust
California
$56K +$52.3K +629 New
JWA
721
JFS Wealth Advisors
Pennsylvania
$53K – – –
QCG
722
Quadrant Capital Group
Ohio
$49K +$1.83K +22 +3%
BWM
723
Baystate Wealth Management
Massachusetts
$48K -$43.3K -520 -50%
SPIA
724
Steward Partners Investment Advisory
New York
$46K -$3.58K -43 -8%
PCTC
725
Perkins Coie Trust Company
Washington
$45K – – –
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