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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
776
Bartlett & Co Wealth Management
Ohio
$29.9K – – –
NCM
777
Nelson Capital Management
California
$29K -$43.9K -500 -59%
PA
778
Perennial Advisors
New York
$27K – – –
HR
779
Howe & Rusling
New York
$27K +$14.2K +162 +103%
EA
780
Elm Advisors
California
$27K +$28.6K +325 New
GP
781
Girard Partners
Pennsylvania
$27K +$28.6K +325 New
PK
782
Pflug Koory
Nebraska
$27K +$28.6K +325 New
TG
783
TLP Group
Illinois
$25K -$8.96K -102 -26%
GAM
784
Gemmer Asset Management
California
$25K – – –
JWA
785
JFS Wealth Advisors
Pennsylvania
$25K – – –
JA
786
JOYN Advisors
Georgia
$25K +$9.14K +104 +55%
TFO
787
Tarbox Family Office
California
$24K – – –
MAM
788
Magellan Asset Management
Australia
$24K +$25.7K +292 New
EFSCE
789
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$25.2K -287 -52%
CHP
790
Cable Hill Partners
Oregon
$22K -$1.58K -18 -7%
MWPCG
791
Measured Wealth Private Client Group
New Hampshire
$22K +$23.2K +264 New
CCM
792
Cribstone Capital Management
Maine
$21K – – –
TSW
793
Thompson Siegel & Walmsley
Virginia
$21K – – –
PFBT
794
Parkside Financial Bank & Trust
Missouri
$21K +$264 +3 +1%
GRP
795
Global Retirement Partners
California
$21K +$2.2K +25 +11%
WPA
796
West Paces Advisors
Georgia
$20.5K – – –
FFC
797
First Financial Corp
Indiana
$20K -$5.18K -59 -20%
VNA
798
Valley National Advisers
Pennsylvania
$20K – – –
BWM
799
Baystate Wealth Management
Massachusetts
$18K – – –
RFWA
800
RPg Family Wealth Advisory
Massachusetts
$17.4K – – –