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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
IFP Advisors
Florida
$47K +$950 +14 +2%
BC
702
Bartlett & Co
Ohio
$47K +$15.1K +222 +53%
ST
703
Smithfield Trust
Pennsylvania
$45K -$2.58K -38 -6%
ADL
704
Asset Dedication LLC
California
$45K – – –
LC
705
Lindbrook Capital
California
$44K -$4.62K -68 -10%
AFG
706
Albion Financial Group
Utah
$44K +$40.7K +600 New
MFM
707
MD Financial Management
Ontario, Canada
$44K +$40.7K +600 New
SAM
708
S.A. Mason
Michigan
$40K – – –
FCA
709
FinTrust Capital Advisors
South Carolina
$38K – – –
PHK
710
Point72 Hong Kong
Hong Kong
$38K +$35.6K +525 New
DAM
711
Delta Asset Management
Tennessee
$36K – – –
FWM
712
FSA Wealth Management
Massachusetts
$36K +$33.9K +500 New
M
713
MOTCO
Texas
$34K -$25K -368 -44%
APP
714
Alpha Paradigm Partners
Illinois
$34K +$32.1K +473 New
VFA
715
Valeo Financial Advisors
Indiana
$33K -$24.2K -357 -44%
NIM
716
NuWave Investment Management
New Jersey
$32K -$53.8K -793 -64%
CAL
717
Capital Analysts LLC
Pennsylvania
$29K – – –
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$29K – – –
AF
719
Arrow Financial
New York
$28K -$16.1K -237 -38%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$28K +$475 +7 +2%
TWA
721
TCI Wealth Advisors
Arizona
$27K -$5.5K -81 -18%
ZB
722
Zions Bancorporation
Utah
$27K -$2.31K -34 -8%
BWP
723
Baldwin Wealth Partners
Massachusetts
$27K – – –
GAM
724
Gemmer Asset Management
California
$27K – – –
JWA
725
JFS Wealth Advisors
Pennsylvania
$27K – – –