We are live on ! Find out more
STT icon

State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
701
Destination Wealth Management
California
$51K – – –
CIAS
702
Capital Investment Advisory Services
North Carolina
$51K +$58K +809 New
BFEC
703
Benjamin F. Edwards & Company
Missouri
$50K – – –
JFA
704
JNBA Financial Advisors
Minnesota
$50K +$56.2K +785 New
OIA
705
OneDigital Investment Advisors
Kansas
$45K +$5.01K +70 +11%
CB
706
CNB Bank
Pennsylvania
$44K -$17.9K -250 -27%
CAW
707
Cornerstone Advisors (Washington)
Washington
$44K +$5.52K +77 +12%
LC
708
Lindbrook Capital
California
$44K +$50.1K +699 New
WA
709
WealthTrust-Arizona
Arizona
$43K +$19.1K +267 +65%
SIAS
710
Shine Investment Advisory Services
Colorado
$40K – – –
ADL
711
Asset Dedication LLC
California
$39K – – –
OSNBOA
712
Old Second National Bank of Aurora
Illinois
$38K – – –
PCG
713
Private Capital Group
Connecticut
$37K +$4.3K +60 +11%
PGWM
714
Parisi Gray Wealth Management
New Jersey
$36K – – –
CAM
715
Cresset Asset Management
Illinois
$36K +$40.2K +561 New
BCWM
716
Bartlett & Co Wealth Management
Ohio
$35.3K +$14.3K +200 +56%
SWP
717
Strategic Wealth Partners
Ohio
$35K +$11.5K +161 +46%
BC
718
Bartlett & Co
Ohio
$35K +$14.3K +200 +56%
MA
719
MUFG Americas
New York
$34K -$29.8K -416 -44%
MAM
720
Magellan Asset Management
Australia
$33K +$16.8K +234 +80%
AWM
721
Aevitas Wealth Management
Massachusetts
$32K -$7.38K -103 -17%
HSA
722
Hussman Strategic Advisors
Maryland
$32K – – –
PCTC
723
Perkins Coie Trust Company
Washington
$32K – – –
SGAM
724
Smith Group Asset Management
Texas
$32K – – –
SFSIG
725
San Francisco Sentry Investment Group
California
$31K -$11.7K -164 -25%
27 28
29
30 31