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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
LA
726
Legacy Advisors
Pennsylvania
$39K +$37.7K +501 New
HI
727
Hudock Inc
Pennsylvania
$38K – – –
TWA
728
TCI Wealth Advisors
Arizona
$38K – – –
MWM
729
Mascoma Wealth Management
New Hampshire
$37K +$36.1K +480 New
SGAM
730
Smith Group Asset Management
Texas
$36K +$34.6K +460 New
SPIA
731
Steward Partners Investment Advisory
New York
$36K +$35.4K +470 New
PK
732
Pflug Koory
Nebraska
$35K +$33.9K +450 New
HR
733
Howe & Rusling
New York
$33K -$151 -2 -0.5%
PA
734
Parallel Advisors
California
$33K +$32K +425 New
PSC
735
Prentiss Smith & Co
Vermont
$32K +$31K +412 New
OSNBOA
736
Old Second National Bank of Aurora
Illinois
$31K – – –
CBT
737
Central Bank & Trust
Kentucky
$25K – – –
PA
738
Perennial Advisors
New York
$25K +$24.3K +323 New
RPG
739
Risk Paradigm Group
Texas
$24.6K – – –
GAM
740
Gemmer Asset Management
California
$23K +$978 +13 +5%
TFO
741
Tarbox Family Office
California
$21K -$828 -11 -4%
KT
742
Kanaly Trust
Texas
$21K – – –
GBBWRPM
743
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K – – –
M
744
MOTCO
Texas
$19K – – –
TSW
745
Thompson Siegel & Walmsley
Virginia
$19K – – –
AWMS
746
Advocacy Wealth Management Services
Georgia
$18K -$6.7K -89 -27%
ADL
747
Asset Dedication LLC
California
$17K – – –
QAM
748
QCI Asset Management
New York
$17K – – –
VNA
749
Valley National Advisers
Pennsylvania
$17K – – –
TDC
750
Thompson Davis & Co
Virginia
$16K -$2.26K -30 -13%