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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
Baystate Wealth Management
Massachusetts
$94K +$884 +12 +1%
AA
727
Alta Advisers
United Kingdom
$93K – – –
PVH
728
Psagot Value Holdings
Israel
$93K – – –
LC
729
Lindbrook Capital
California
$92.8K -$6.33K -86 -7%
BLC
730
Brown, Lisle/Cummings
Rhode Island
$90K – – –
BSB
731
Bangor Savings Bank
Maine
$87K – – –
HI
732
Harbour Investments
Wisconsin
$83.6K -$1.47K -20 -2%
C
733
Covestor
United Kingdom
$82K -$6.41K -87 -8%
IGWM
734
ICA Group Wealth Management
Colorado
$80.4K -$240K -3,253 -76%
BFPW
735
BOK Financial Private Wealth
Colorado
$78.2K – – –
JFA
736
JNBA Financial Advisors
Minnesota
$78K – – –
DCM
737
Dupont Capital Management
Delaware
$78K -$7.14K -97 -9%
TWA
738
TCI Wealth Advisors
Arizona
$76.7K +$46.3K +629 +175%
DMBA
739
Deseret Mutual Benefit Administrators
Utah
$71.9K -$57.7K -783 -46%
BWP
740
Baldwin Wealth Partners
Massachusetts
$69.7K +$38.7K +525 +141%
SL
741
Savior LLC
Massachusetts
$64.9K +$663 +9 +1%
CFO
742
CVA Family Office
Colorado
$62.4K -$8.47K -115 -13%
CFFP
743
Center for Financial Planning
Michigan
$62.1K – – –
IRC
744
Investors Research Corp
Georgia
$62.1K – – –
QC
745
Quent Capital
New York
$60.6K -$5.67K -77 -9%
TF
746
TimeScale Financial
Massachusetts
$53.9K +$74 +1 +0.1%
GFPC
747
Global Financial Private Client
Florida
$53.8K +$6.85K +93 +16%
TFS
748
TrustCore Financial Services
Tennessee
$52.5K – – –
WBC
749
West Branch Capital
Massachusetts
$50.4K – – –
PFBT
750
Parkside Financial Bank & Trust
Missouri
$50.1K +$11.4K +155 +32%
28 29
30
31 32