We are live on ! Find out more
STT icon

State Street

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
726
Loomis, Sayles & Company
Massachusetts
$50K -$29.9K -425 -40%
SIAS
727
Shine Investment Advisory Services
Colorado
$50K – – –
AA
728
Ancora Advisors
Ohio
$50K +$44.5K +632 New
FMT
729
First Mercantile Trust
Tennessee
$49K +$43.6K +620 New
CYG
730
Clean Yield Group
Vermont
$48K – – –
VC
731
Vestor Capital
Illinois
$45K -$8.8K -125 -18%
OPS
732
Orion Portfolio Solutions
Nebraska
$45K +$39.7K +564 New
TWA
733
TCI Wealth Advisors
Arizona
$44K +$2.53K +36 +7%
SAM
734
S.A. Mason
Michigan
$44K +$38.7K +550 New
JCM
735
Jacobi Capital Management
Pennsylvania
$43K – – –
FWM
736
FSA Wealth Management
Massachusetts
$41K +$36.9K +524 New
MA
737
MUFG Americas
New York
$40K – – –
PCTC
738
Perkins Coie Trust Company
Washington
$40K – – –
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$37K -$4.29K -61 -11%
ZB
740
Zions Bancorporation
Utah
$36K +$4.08K +58 +14%
ADL
741
Asset Dedication LLC
California
$36K +$16.5K +235 +107%
EI
742
Ellevest Inc
New York
$34K +$29.2K +415 +3,773%
BCWM
743
Bartlett & Co Wealth Management
Ohio
$33.6K – – –
MAM
744
Magellan Asset Management
Australia
$33K -$11.3K -160 -28%
CAL
745
Capital Analysts LLC
Pennsylvania
$32K – – –
OSNBOA
746
Old Second National Bank of Aurora
Illinois
$32K – – –
FCA
747
FinTrust Capital Advisors
South Carolina
$32K +$28.9K +410 New
IA
748
IFP Advisors
Florida
$31K -$22.2K -315 -44%
RE
749
RBC Europe
United Kingdom
$30.1K – – –
BWP
750
Baldwin Wealth Partners
Massachusetts
$30K -$3.59K -51 -12%