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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
776
Strategic Wealth Partners
Ohio
$30K +$28.3K +322 +1,039%
BCWM
777
Bartlett & Co Wealth Management
Ohio
$29.9K
NCM
778
Nelson Capital Management
California
$29K -$43.9K -500 -59%
PA
779
Perennial Advisors
New York
$27K
HR
780
Howe & Rusling
New York
$27K +$14.2K +162 +103%
EA
781
Elm Advisors
California
$27K +$28.6K +325 New
GP
782
Girard Partners
Pennsylvania
$27K +$28.6K +325 New
PK
783
Pflug Koory
Nebraska
$27K +$28.6K +325 New
TG
784
TLP Group
Illinois
$25K -$8.96K -102 -26%
GAM
785
Gemmer Asset Management
California
$25K
JWA
786
JFS Wealth Advisors
Pennsylvania
$25K
JA
787
JOYN Advisors
Georgia
$25K +$9.14K +104 +55%
TFO
788
Tarbox Family Office
California
$24K
MAM
789
Magellan Asset Management
Australia
$24K +$25.7K +292 New
EFSCE
790
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$25.2K -287 -52%
CHP
791
Cable Hill Partners
Oregon
$22K -$1.58K -18 -7%
MWPCG
792
Measured Wealth Private Client Group
New Hampshire
$22K +$23.2K +264 New
CCM
793
Cribstone Capital Management
Maine
$21K
TSW
794
Thompson Siegel & Walmsley
Virginia
$21K
PFBT
795
Parkside Financial Bank & Trust
Missouri
$21K +$264 +3 +1%
GRP
796
Global Retirement Partners
California
$21K +$2.2K +25 +11%
WPA
797
West Paces Advisors
Georgia
$20.5K
FFC
798
First Financial Corp
Indiana
$20K -$5.18K -59 -20%
VNA
799
Valley National Advisers
Pennsylvania
$20K
BWM
800
Baystate Wealth Management
Massachusetts
$18K