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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BC
776
Bartlett & Co
Ohio
$13K -$20.5K -236 -60%
ARMC
777
American Research & Management Company
Massachusetts
$13K
EW
778
Evoke Wealth
California
$13K
EBA
779
Eagle Bay Advisors
New York
$12K -$11K -127 -47%
ACA
780
Atlas Capital Advisors
Wyoming
$11.9K
SWA
781
Sutton Wealth Advisors
Florida
$11.6K +$261 +3 +2%
Koshinski Asset Management
782
Koshinski Asset Management
Illinois
$11.5K +$11.8K +136 New
SIC
783
Salem Investment Counselors
North Carolina
$11K
CFD
784
Creative Financial Designs
Indiana
$9K
MCM
785
MV Capital Management
Maryland
$9K +$4.26K +49 +88%
RS
786
Robeco Schweiz
Switzerland
$8K +$2.35M +27,000 +40%
JMF
787
Johnson Midwest Financial
Iowa
$8K
KTC
788
Kistler-Tiffany Companies
Pennsylvania
$8K
NSIM
789
North Star Investment Management
Illinois
$8K
TIM
790
Tortoise Investment Management
New York
$8K
CWP
791
Concord Wealth Partners
Virginia
$8K +$2K +23 +35%
RTL
792
Red Tortoise LLC
Georgia
$8K +$11.5K +132 New
NICM
793
Neo Ivy Capital Management
New York
$7K -$224K -2,575 -96%
CFO
794
CVA Family Office
Colorado
$7K -$28.5K -328 -74%
M
795
MOTCO
Texas
$7K
SCM
796
Silvant Capital Management
Georgia
$7K
SIM
797
Sonora Investment Management
Arizona
$7K
TWM
798
Tradition Wealth Management
Minnesota
$7K
WPA
799
West Paces Advisors
Georgia
$6.78K
RWM
800
Raffa Wealth Management
District of Columbia
$6.18K