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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
751
Marquette Asset Management
Minnesota
$97K – – –
HI
752
Harbour Investments
Wisconsin
$95K -$39.8K -422 -29%
LPP
753
Life Planning Partners
Florida
$95K +$96.7K +1,026 New
JFA
754
JNBA Financial Advisors
Minnesota
$94K – – –
MA
755
MUFG Americas
New York
$92K – – –
WFS
756
Widmann Financial Services
Maryland
$90K +$91.9K +975 New
FMB
757
Field & Main Bank
Kentucky
$85K +$7.07K +75 +9%
TF
758
TimeScale Financial
Massachusetts
$81K +$566 +6 +0.7%
CFFP
759
Center for Financial Planning
Michigan
$74K – – –
IRC
760
Investors Research Corp
Georgia
$74K – – –
EWA
761
EverSource Wealth Advisors
Alabama
$67K +$67.5K +716 New
SOW
762
State of Wyoming
Wyoming
$65K +$1.79K +19 +3%
TFS
763
TrustCore Financial Services
Tennessee
$63K – – –
ADL
764
Asset Dedication LLC
California
$62K – – –
FQ
765
First Quadrant
California
$60K -$2.92K -31 -5%
WBC
766
West Branch Capital
Massachusetts
$60K – – –
PO
767
Private Ocean
California
$60K +$60.8K +645 New
TWA
768
TCI Wealth Advisors
Arizona
$57K – – –
CFGS
769
Concourse Financial Group Securities
Alabama
$57K +$1.32K +14 +2%
HFA
770
HC Financial Advisors
California
$56K – – –
MFM
771
MD Financial Management
Ontario, Canada
$56K – – –
OIS
772
Okabena Investment Services
Minnesota
$56K +$57.2K +607 New
GFPC
773
Global Financial Private Client
Florida
$55.8K +$56.6K +600 New
GRP
774
Global Retirement Partners
California
$55K +$1.13K +12 +2%
QC
775
Quent Capital
New York
$54K +$55K +584 New