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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
701
Advisors Management Group
Wisconsin
$443K -$97.1K -759 -18%
HCMT
702
Highland Capital Management (Tennessee)
Tennessee
$443K – – –
PCM
703
Pavaki Capital Management
Colorado
$443K – – –
MC
704
Machina Capital
France
$443K +$448K +3,500 New
FHA
705
Flagship Harbor Advisors
Massachusetts
$443K +$1.15K +9 +0.3%
EPW
706
Evolve Private Wealth
California
$440K +$61.6K +482 +16%
HDIM
707
Hanson & Doremus Investment Management
Vermont
$440K – – –
AWM
708
Aprio Wealth Management
Georgia
$439K +$74.3K +581 +20%
CFA
709
Collaborative Fund Advisors
Nevada
$439K +$444K +3,470 New
PMAM
710
Picton Mahoney Asset Management
Ontario, Canada
$439K -$1.16M -9,046 -72%
EI
711
Ellevest Inc
New York
$437K -$83.4K -652 -16%
AIC
712
Argus Investors Counsel
New York
$437K +$441K +3,451 New
IAN
713
Integrated Advisors Network
Texas
$435K -$2.4M -18,749 -85%
MIC
714
Means Investment Company
Maine
$434K – – –
PT
715
Plimoth Trust
Massachusetts
$433K -$6.39K -50 -1%
MWM
716
Modera Wealth Management
New Jersey
$433K +$23.5K +184 +6%
FRM
717
Fox Run Management
Connecticut
$428K +$443K +3,464 New
PWP
718
Private Wealth Partners
California
$427K – – –
CHAM
719
Clear Harbor Asset Management
Connecticut
$425K -$7.42K -58 -2%
PTC
720
Private Trust Company
Ohio
$424K +$256 +2 +0.1%
CAM
721
Cidel Asset Management
Ontario, Canada
$422K +$52.7K +412 +14%
Envestnet Portfolio Solutions
722
Envestnet Portfolio Solutions
Illinois
$421K -$162K -1,268 -28%
TAM
723
Trust Asset Management
Texas
$418K – – –
PEAK6
724
PEAK6
Illinois
$417K – – –
AssetMark Inc
725
AssetMark Inc
California
$417K +$70.2K +549 +20%