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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
701
Center for Financial Planning
Michigan
$49K – – –
IRC
702
Investors Research Corp
Georgia
$49K – – –
Lazard Asset Management
703
Lazard Asset Management
New York
$48K -$78.6K -1,150 -59%
Loomis, Sayles & Company
704
Loomis, Sayles & Company
Massachusetts
$43K +$40.9K +598 +570%
TFS
705
TrustCore Financial Services
Tennessee
$41K – – –
WBC
706
West Branch Capital
Massachusetts
$40K – – –
EW
707
Evoke Wealth
California
$40K +$1.23K +18 +3%
PO
708
Private Ocean
California
$39K – – –
ETH
709
Exos TFP Holdings
New York
$38K +$42.4K +620 New
GFPC
710
Global Financial Private Client
Florida
$37.9K – – –
ADL
711
Asset Dedication LLC
California
$37K +$42.4K +620 New
RA
712
Rise Advisors
New York
$36K +$41K +600 New
SWM
713
Spire Wealth Management
Virginia
$35K -$18.9K -276 -33%
SAM
714
S.A. Mason
Michigan
$33K – – –
ARMC
715
American Research & Management Company
Massachusetts
$32K -$1.71K -25 -5%
AF
716
Advisornet Financial
Minnesota
$31K +$8.48K +124 +33%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$30K -$6.15K -90 -15%
CSB
718
City State Bank
Iowa
$30K – – –
FCA
719
FinTrust Capital Advisors
South Carolina
$29K +$137 +2 +0.4%
ZB
720
Zions Bancorporation
Utah
$28K +$5.54K +81 +21%
DAC
721
Dividend Assets Capital
South Carolina
$27K – – –
FFC
722
First Financial Corp
Indiana
$27K – – –
GWS
723
Glassman Wealth Services
Virginia
$27K +$820 +12 +3%
TF
724
Tompkins Financial
New York
$26K +$6.83K +100 +30%
LS
725
Livforsakringsbolaget Skandia
Sweden
$25K -$130K -1,900 -82%