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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$95K +$3.46K +47 +4%
BWM
727
Baystate Wealth Management
Massachusetts
$94K +$884 +12 +1%
AA
728
Alta Advisers
United Kingdom
$93K – – –
PVH
729
Psagot Value Holdings
Israel
$93K – – –
LC
730
Lindbrook Capital
California
$92.8K -$6.33K -86 -7%
BLC
731
Brown, Lisle/Cummings
Rhode Island
$90K – – –
BSB
732
Bangor Savings Bank
Maine
$87K – – –
HI
733
Harbour Investments
Wisconsin
$83.6K -$1.47K -20 -2%
C
734
Covestor
United Kingdom
$82K -$6.41K -87 -8%
IGWM
735
ICA Group Wealth Management
Colorado
$80.4K -$240K -3,253 -76%
BFPW
736
BOK Financial Private Wealth
Colorado
$78.2K – – –
JFA
737
JNBA Financial Advisors
Minnesota
$78K – – –
DCM
738
Dupont Capital Management
Delaware
$78K -$7.14K -97 -9%
TWA
739
TCI Wealth Advisors
Arizona
$76.7K +$46.3K +629 +175%
DMBA
740
Deseret Mutual Benefit Administrators
Utah
$71.9K -$57.7K -783 -46%
BWP
741
Baldwin Wealth Partners
Massachusetts
$69.7K +$38.7K +525 +141%
SL
742
Savior LLC
Massachusetts
$64.9K +$663 +9 +1%
CFO
743
CVA Family Office
Colorado
$62.4K -$8.47K -115 -13%
CFFP
744
Center for Financial Planning
Michigan
$62.1K – – –
IRC
745
Investors Research Corp
Georgia
$62.1K – – –
QC
746
Quent Capital
New York
$60.6K -$5.67K -77 -9%
TF
747
TimeScale Financial
Massachusetts
$53.9K +$74 +1 +0.1%
GFPC
748
Global Financial Private Client
Florida
$53.8K +$6.85K +93 +16%
TFS
749
TrustCore Financial Services
Tennessee
$52.5K – – –
WBC
750
West Branch Capital
Massachusetts
$50.4K – – –
28 29
30
31 32