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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Perennial Advisors
New York
$32K
CHP
802
Cable Hill Partners
Oregon
$32K +$6.98K +73 +28%
TL
803
TrueWealth LLC
Georgia
$32K +$31.3K +327 New
IWP
804
Icon Wealth Partners
Texas
$32K +$31.4K +328 New
GT
805
Greenleaf Trust
Michigan
$31K +$13.9K +145 +82%
M
806
MOTCO
Texas
$30K
KTM
807
Keeler Thomas Management
Utah
$30K +$29.8K +312 New
FFC
808
First Financial Corp
Indiana
$29K
GAM
809
Gemmer Asset Management
California
$29K
TFO
810
Tarbox Family Office
California
$28K
SFSIG
811
San Francisco Sentry Investment Group
California
$28K +$5.16K +54 +23%
MOS
812
MGO One Seven
Ohio
$27K +$26K +272 New
OFW
813
Omnia Family Wealth
Florida
$26K +$17.8K +186 +248%
SWM
814
SeaCrest Wealth Management
New York
$26K +$25.3K +265 New
ANBT
815
American National Bank & Trust
Texas
$25K -$7.65K -80 -24%
CPIG
816
Chicago Partners Investment Group
Illinois
$25K +$478 +5 +2%
SIC
817
Salem Investment Counselors
North Carolina
$24K
TSW
818
Thompson Siegel & Walmsley
Virginia
$24K
RPG
819
Risk Paradigm Group
Texas
$23.5K
HR
820
Howe & Rusling
New York
$22K -$3.35K -35 -14%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$22K +$1.05K +11 +5%
ADL
822
Asset Dedication LLC
California
$21K
VNA
823
Valley National Advisers
Pennsylvania
$21K
GFP
824
Gryphon Financial Partners
Ohio
$21K +$20.2K +211 New
QAM
825
QCI Asset Management
New York
$20K