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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
EH
801
Equitable Holdings
New York
$427K -$32.2K -209 -8%
HCM
802
Howland Capital Management
Massachusetts
$426K +$154 +1 +0%
SCA
803
Snowden Capital Advisors
New York
$424K -$19.4K -126 -5%
DP
804
Dearborn Partners
Illinois
$424K – – –
GCIA
805
Gabelli & Co Investment Advisers
New York
$424K – – –
MO
806
McMillan Office
Michigan
$424K – – –
OC
807
Oppenheimer & Co
New York
$423K +$35.5K +230 +10%
AWM
808
Angeles Wealth Management
California
$423K +$24.1K +156 +7%
MWM
809
Mission Wealth Management
California
$422K +$130K +844 +51%
SVCP
810
Silicon Valley Capital Partners
California
$421K +$2.16K +14 +0.6%
CNBOF
811
City National Bank of Florida
Florida
$414K +$5.24K +34 +1%
PWMAG
812
Pinnacle Wealth Management Advisory Group
New Jersey
$412K +$41K +266 +12%
AWA
813
Alta Wealth Advisors
Massachusetts
$409K +$1.7K +11 +0.5%
OP
814
Oslo Pensjonsforsikring
$409K -$66.3K -430 -15%
CIA
815
Capital Investment Advisors
Georgia
$408K +$13.9K +90 +4%
HFAS
816
Hummer Financial Advisory Services
Illinois
$407K – – –
AIP
817
Ameritas Investment Partners
Nebraska
$407K -$15.6K -101 -4%
BHWM
818
Bar Harbor Wealth Management
New Hampshire
$406K -$1.85K -12 -0.5%
OIAM
819
OFI Invest Asset Management
France
$405K +$81.4K +528 +24%
WB
820
Webster Bank
Connecticut
$404K – – –
CHAM
821
Clear Harbor Asset Management
Connecticut
$402K -$152K -987 -29%
PP
822
PDS Planning
Ohio
$401K +$20.2K +131 +6%
AA
823
ALPS Advisors
Colorado
$401K +$365K +2,366 New
DTC
824
Davidson Trust Company
Washington
$401K -$9.56K -62 -3%
HFS
825
Hantz Financial Services
Michigan
$400K +$29.9K +194 +9%