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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
776
JNBA Financial Advisors
Minnesota
$89K
C
777
Covestor
United Kingdom
$82K -$5.44K -66 -7%
BIG
778
Brooklyn Investment Group
New York
$79.4K +$74K +897 New
T
779
TOBAM
France
$77K +$72K +873 New
CH
780
Cromwell Holdings
Wyoming
$76.6K
LC
781
Lindbrook Capital
California
$76.3K -$2.8K -34 -4%
CFFP
782
Center for Financial Planning
Michigan
$70.8K
CB
783
Community Bank
New York
$70.8K
IRC
784
Investors Research Corp
Georgia
$70.8K
BWP
785
Baldwin Wealth Partners
Massachusetts
$68.4K
BF
786
BOK Financial
Oklahoma
$66.1K
CFG
787
CKW Financial Group
Hawaii
$65K -$8.25K -100 -12%
IA
788
IFP Advisors
Florida
$63K +$2.23K +27 +4%
DMBA
789
Deseret Mutual Benefit Administrators
Utah
$61.8K
VWM
790
Venturi Wealth Management
Texas
$61.6K +$5.03K +61 +10%
CTC
791
Central Trust Company
Missouri
$60.5K +$1.57K +19 +3%
TF
792
Tompkins Financial
New York
$60.2K
WBC
793
West Branch Capital
Massachusetts
$57.6K +$82 +1 +0.2%
TCOV
794
Trust Company of Vermont
Vermont
$57.5K
CPA
795
Capital Performance Advisors
California
$53.7K +$50K +607 New
CT
796
Colonial Trust
South Carolina
$52.8K +$38K +461 +341%
SAM
797
S.A. Mason
Michigan
$48.7K
SCM
798
Silvant Capital Management
Georgia
$48.5K
VCM
799
Versant Capital Management
Arizona
$47.2K +$1.32K +16 +3%
ACM
800
Accent Capital Management
Ohio
$44.2K