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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
M
701
MOTCO
Texas
$66K – – –
NCM
702
Northstar Capital Management
New York
$66K – – –
RTC
703
Riverview Trust Company
Washington
$65K – – –
AF
704
Advisornet Financial
Minnesota
$60K – – –
OIA
705
OneDigital Investment Advisors
Kansas
$60K +$14.2K +205 +29%
WCG
706
Weaver Consulting Group
California
$60K +$72.1K +1,040 New
ESB
707
Essex Savings Bank
Connecticut
$59K – – –
RFA
708
Reilly Financial Advisors
California
$55K -$3.6K -52 -6%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$54K +$1.94K +28 +4%
IRC
710
Investors Research Corp
Georgia
$53K +$55.5K +800 New
JFA
711
JNBA Financial Advisors
Minnesota
$52K – – –
CAW
712
Cornerstone Advisors (Washington)
Washington
$52K +$6.38K +92 +13%
DWM
713
Destination Wealth Management
California
$50K -$3.54K -51 -6%
CB
714
CNB Bank
Pennsylvania
$50K +$4.85K +70 +10%
GRP
715
Global Retirement Partners
California
$48K +$25.7K +371 +105%
IA
716
IFP Advisors
Florida
$45K -$230K -3,318 -83%
LC
717
Lindbrook Capital
California
$44K -$1.46K -21 -3%
SIAS
718
Shine Investment Advisory Services
Colorado
$42K – – –
WTB
719
Washington Trust Bank
Washington
$41K -$43K -620 -50%
CYG
720
Clean Yield Group
Vermont
$40K -$40.6K -585 -49%
ADL
721
Asset Dedication LLC
California
$40K – – –
ZB
722
Zions Bancorporation
Utah
$40K +$42.6K +614 New
CFGS
723
Concourse Financial Group Securities
Alabama
$39K +$8.32K +120 +24%
JCM
724
Jacobi Capital Management
Pennsylvania
$36K -$20.8K -300 -35%
YWP
725
YorkBridge Wealth Partners
New York
$35K -$21.4K -308 -37%
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