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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PP
701
PagnatoKarp Partners
Virginia
$251K +$12.5K +126 +5%
MWM
702
Modera Wealth Management
New Jersey
$248K -$3.37K -34 -1%
KFC
703
Klingenstein Fields & Co
New York
$248K
TPWA
704
TRUE Private Wealth Advisors
Oregon
$246K -$55.6K -561 -18%
FIM
705
Frontier Investment Management
Texas
$245K +$1.09K +11 +0.4%
KCM
706
Karp Capital Management
California
$243K
HTHT
707
Hemenway Trust Hemenway Trust
New Hampshire
$242K -$51.6K -520 -17%
GWCM
708
Godshalk Welsh Capital Management
Pennsylvania
$242K
NIMI
709
Natixis Investment Managers International
France
$240K +$82.2K +829 +47%
GAM
710
Gotham Asset Management
New York
$237K -$671K -6,766 -73%
FC
711
Ferris Capital
Massachusetts
$234K
DTL
712
Dynamic Technology Lab
Singapore
$233K -$1.25M -12,600 -83%
HCMT
713
Highland Capital Management (Texas)
Texas
$233K +$248K +2,500 New
NGA
714
Naples Global Advisors
Florida
$232K +$31.6K +319 +15%
PSC
715
Prentiss Smith & Co
Vermont
$227K -$297K -3,000 -55%
AAP
716
Arax Advisory Partners
Colorado
$226K +$64K +645 +36%
Rockefeller Capital Management
717
Rockefeller Capital Management
New York
$225K
DADC
718
D.A. Davidson & Co
Montana
$225K +$32.3K +326 +16%
FMLI
719
Fukoku Mutual Life Insurance
Japan
$223K
Fiera Capital (Canada)
720
Fiera Capital (Canada)
Quebec, Canada
$222K -$26K -262 -10%
EFS
721
Essex Financial Services
Connecticut
$222K -$12.6K -127 -5%
LBC
722
Lawrence B. Cohen
$222K -$9.92K -100 -4%
LFAS
723
Level Four Advisory Services
Texas
$221K +$235K +2,372 New
VCAM
724
Van Cleef Asset Management
Ohio
$219K
EP
725
Edgestream Partners
New Jersey
$218K +$232K +2,340 New