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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
726
Concourse Financial Group Securities
Alabama
$31K +$21.9K +306 +161%
TWA
727
TCI Wealth Advisors
Arizona
$30K -$573 -8 -2%
MNBTD
728
Moody National Bank Trust Division
Texas
$30K +$22.4K +313 +199%
RE
729
RBC Europe
United Kingdom
$28.5K – – –
SWM
730
SeaCrest Wealth Management
New York
$28K -$421K -5,871 -93%
CAC
731
Certified Advisory Corp
Florida
$28K +$17.9K +250 +125%
WF
732
WealthTrust Fairport
Ohio
$27K -$42.3K -591 -58%
ARMC
733
American Research & Management Company
Massachusetts
$27K – – –
PRC
734
Pearl River Capital
Michigan
$25K +$28.7K +400 New
FCA
735
FinTrust Capital Advisors
South Carolina
$25K +$28.8K +402 New
JWA
736
JFS Wealth Advisors
Pennsylvania
$24K +$6.16K +86 +29%
WANY
737
Wealthspire Advisors (New York)
New York
$24K +$26.9K +376 New
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$22.6K -$6.45K -90 -20%
NCM
739
Nelson Capital Management
California
$22K – – –
GRP
740
Global Retirement Partners
California
$22K +$7.38K +103 +41%
PA
741
Perennial Advisors
New York
$20K – – –
PK
742
Pflug Koory
Nebraska
$20K – – –
PFBT
743
Parkside Financial Bank & Trust
Missouri
$20K +$4.8K +67 +26%
BGIM
744
Brandywine Global Investment Management
Pennsylvania
$19K -$24M -335,452 -100%
GAM
745
Gemmer Asset Management
California
$19K – – –
CC
746
Claybrook Capital
Massachusetts
$19K +$21.5K +300 New
PWMG
747
Prestige Wealth Management Group
New Jersey
$19K +$21.5K +300 New
WDL
748
Well Done LLC
Michigan
$19K +$21.5K +300 New
TFO
749
Tarbox Family Office
California
$17K -$1.15K -16 -6%
VNA
750
Valley National Advisers
Pennsylvania
$17K +$1.86K +26 +11%
28 29
30
31 32