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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
701
TS Financial Group (TSFG)
Illinois
$19K – – –
EW
702
Evoke Wealth
California
$19K +$483 +8 +3%
BWM
703
BerganKDV Wealth Management
Minnesota
$17K +$966 +16 +6%
MA
704
MUFG Americas
New York
$16K – – –
PFO
705
Pathstone Family Office
New Jersey
$16K – – –
TSW
706
Thompson Siegel & Walmsley
Virginia
$16K – – –
SGAM
707
Smith Group Asset Management
Texas
$16K +$362 +6 +2%
PCG
708
Private Capital Group
Connecticut
$16K +$5.86K +97 +66%
TFO
709
Tarbox Family Office
California
$15K -$5.19K -86 -27%
FFC
710
First Financial Corp
Indiana
$15K – – –
CCM
711
Cribstone Capital Management
Maine
$14K – – –
HR
712
Howe & Rusling
New York
$14K +$6.16K +102 +89%
OCM
713
Ovata Capital Management
Hong Kong
$14K +$13.7K +227 New
CYG
714
Clean Yield Group
Vermont
$13K -$24.6K -408 -67%
EARNEST Partners
715
EARNEST Partners
Georgia
$13K – – –
SC
716
Steph & Co
Wisconsin
$13K – – –
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$2.48K +41 +25%
WR
718
Watson Rebecca
$13K +$12.1K +200 New
RE
719
RBC Europe
United Kingdom
$12.7K – – –
1W
720
1776 Wealth
Georgia
$12K – – –
OC
721
Oakworth Capital
Alabama
$12K – – –
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$12K +$483 +8 +5%
FDCDDQ
723
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K – – –
Loomis, Sayles & Company
724
Loomis, Sayles & Company
Massachusetts
$11K -$604 -10 -5%
ARMC
725
American Research & Management Company
Massachusetts
$11K – – –