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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PS
801
Principal Securities
Iowa
$161K -$30.5K -322 -16%
GM
802
GeoWealth Management
Illinois
$158K +$7.29K +77 +5%
SSB
803
Sandy Spring Bank
Maryland
$155K -$167K -1,760 -53%
TFM
804
TFC Financial Management
Massachusetts
$154K -$51.7K -546 -26%
ETC
805
Exchange Traded Concepts
Oklahoma
$154K -$6.25K -66 -4%
EWA
806
EverSource Wealth Advisors
Alabama
$145K +$7.01K +74 +5%
QCG
807
Quadrant Capital Group
Ohio
$142K +$3.69K +39 +3%
GRP
808
Global Retirement Partners
California
$140K -$8.33K -88 -6%
WA
809
WPG Advisers
Maryland
$137K +$132K +1,394 New
ECM
810
Estabrook Capital Management
New York
$132K
WTC
811
WhitTier Trust Company
Nevada
$129K
SWM
812
Spire Wealth Management
Virginia
$129K -$1.8K -19 -1%
PB
813
Pinnacle Bancorp
Nebraska
$129K
KTC
814
Kentucky Trust Company
Kentucky
$125K +$120K +1,270 New
BCA
815
Bray Capital Advisors
Florida
$124K
BLC
816
Brown, Lisle/Cummings
Rhode Island
$124K
SOW
817
State of Wyoming
Wyoming
$121K -$20.6K -217 -15%
SIM
818
Sentry Investment Management
Wisconsin
$120K -$18.8K -198 -14%
RTC
819
Riverview Trust Company
Washington
$118K
Capstone Investment Advisors
820
Capstone Investment Advisors
New York
$116K -$312K -3,299 -74%
HI
821
Harbour Investments
Wisconsin
$114K +$2.94K +31 +3%
VWM
822
Venturi Wealth Management
Texas
$109K +$39.6K +418 +60%
TWC
823
TD Waterhouse Canada
Ontario, Canada
$108K
MEG
824
Millstone Evans Group
Colorado
$105K +$101K +1,070 New
ACM
825
Aster Capital Management
United Arab Emirates
$105K +$101K +1,067 New