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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
726
Hanson & Doremus Investment Management
Vermont
$590K – – –
EFS
727
Essex Financial Services
Connecticut
$583K +$37.9K +246 +8%
AIC
728
Argus Investors Counsel
New York
$583K -$2K -13 -0.4%
MIC
729
Means Investment Company
Maine
$583K +$771 +5 +0.1%
AF
730
Allworth Financial
California
$581K -$159K -1,030 -23%
MWM
731
Modera Wealth Management
New Jersey
$580K +$463 +3 +0.1%
FM
732
Foster & Motley
Ohio
$577K -$48.9K -317 -9%
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$575K +$522K +3,388 New
7WCP
734
71 West Capital Partners
Massachusetts
$573K +$201K +1,305 +63%
PWP
735
Private Wealth Partners
California
$572K – – –
OCA
736
OpenArc Corporate Advisory
Georgia
$568K -$559K -3,623 -52%
AG
737
Ascent Group
Virginia
$568K +$65.4K +424 +14%
PT
738
Plimoth Trust
Massachusetts
$567K -$11.6K -75 -2%
PTC
739
Private Trust Company
Ohio
$566K -$2.31K -15 -0.4%
AWM
740
AE Wealth Management
Kansas
$565K -$8.55M -55,423 -94%
SWM
741
SHP Wealth Management
Massachusetts
$560K +$71.2K +462 +16%
PEAK6
742
PEAK6
Illinois
$559K – – –
ZF
743
Zhang Financial
Michigan
$557K +$5.71K +37 +1%
AssetMark Inc
744
AssetMark Inc
California
$548K -$8.94K -58 -2%
FB
745
Fulton Bank
Pennsylvania
$547K -$53K -344 -10%
TAM
746
Trust Asset Management
Texas
$541K -$17.1K -111 -3%
BPAMU
747
BTG Pactual Asset Management US
New York
$540K +$136K +882 +38%
NP
748
NorthRock Partners
Minnesota
$539K -$10.5K -68 -2%
CAM
749
Cidel Asset Management
Ontario, Canada
$536K -$27.1K -176 -5%
BMWM
750
Brown Miller Wealth Management
Virginia
$536K – – –