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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
701
Riverview Trust Company
Washington
$65K – – –
AF
702
Advisornet Financial
Minnesota
$60K – – –
OIA
703
OneDigital Investment Advisors
Kansas
$60K +$14.2K +205 +29%
WCG
704
Weaver Consulting Group
California
$60K +$72.1K +1,040 New
ESB
705
Essex Savings Bank
Connecticut
$59K – – –
RFA
706
Reilly Financial Advisors
California
$55K -$3.6K -52 -6%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$54K +$1.94K +28 +4%
IRC
708
Investors Research Corp
Georgia
$53K +$55.5K +800 New
JFA
709
JNBA Financial Advisors
Minnesota
$52K – – –
CAW
710
Cornerstone Advisors (Washington)
Washington
$52K +$6.38K +92 +13%
DWM
711
Destination Wealth Management
California
$50K -$3.54K -51 -6%
CB
712
CNB Bank
Pennsylvania
$50K +$4.85K +70 +10%
GRP
713
Global Retirement Partners
California
$48K +$25.7K +371 +105%
IA
714
IFP Advisors
Florida
$45K -$230K -3,318 -83%
LC
715
Lindbrook Capital
California
$44K -$1.46K -21 -3%
SIAS
716
Shine Investment Advisory Services
Colorado
$42K – – –
WTB
717
Washington Trust Bank
Washington
$41K -$43K -620 -50%
CYG
718
Clean Yield Group
Vermont
$40K -$40.6K -585 -49%
ADL
719
Asset Dedication LLC
California
$40K – – –
ZB
720
Zions Bancorporation
Utah
$40K +$42.6K +614 New
CFGS
721
Concourse Financial Group Securities
Alabama
$39K +$8.32K +120 +24%
JCM
722
Jacobi Capital Management
Pennsylvania
$36K -$20.8K -300 -35%
YWP
723
YorkBridge Wealth Partners
New York
$35K -$21.4K -308 -37%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$34.6K -$2.29K -33 -6%
BC
725
Bartlett & Co
Ohio
$34K -$2.29K -33 -6%
27 28
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