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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
726
TCI Wealth Advisors
Arizona
$40K +$8.21K +106 +28%
CAL
727
Capital Analysts LLC
Pennsylvania
$36K +$1.86K +24 +6%
DA
728
Denali Advisors
California
$34K -$1.73M -22,300 -98%
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$34K – – –
BCWM
730
Bartlett & Co Wealth Management
Ohio
$33.3K -$19.4K -250 -39%
IA
731
IFP Advisors
Florida
$33K -$22.8K -295 -43%
BC
732
Bartlett & Co
Ohio
$33K -$19.4K -250 -39%
AF
733
Arrow Financial
New York
$32K – – –
CFO
734
CVA Family Office
Colorado
$32K +$29.8K +385 New
ST
735
Smithfield Trust
Pennsylvania
$31K -$20K -258 -41%
ZB
736
Zions Bancorporation
Utah
$31K -$77 -1 -0.3%
BWP
737
Baldwin Wealth Partners
Massachusetts
$31K – – –
GAM
738
Gemmer Asset Management
California
$31K – – –
JWA
739
JFS Wealth Advisors
Pennsylvania
$31K – – –
CIA
740
CSat Investment Advisory
Michigan
$28K +$1.47K +19 +6%
HFA
741
Hoover Financial Advisors
Pennsylvania
$27K – – –
PA
742
Perennial Advisors
New York
$27K – – –
PK
743
Pflug Koory
Nebraska
$27K – – –
TFIPS
744
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.2K – – –
PFBT
745
Parkside Financial Bank & Trust
Missouri
$25K -$6.89K -89 -23%
TFGT
746
TS Financial Group (TSFG)
Illinois
$25K – – –
RFA
747
Reilly Financial Advisors
California
$24K +$2.94K +38 +15%
MA
748
MUFG Americas
New York
$23K -$1.78K -23 -8%
AF
749
Allworth Financial
California
$22K – – –
TSW
750
Thompson Siegel & Walmsley
Virginia
$22K +$852 +11 +4%