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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
801
Geneos Wealth Management
Colorado
$158K -$142K -1,535 -51%
AUB
802
Atlantic Union Bankshares
Virginia
$152K +$132K +1,430 New
GRP
803
Global Retirement Partners
California
$145K +$126K +1,365 New
WTC
804
WhitTier Trust Company
Nevada
$144K +$3.7K +40 +3%
PB
805
Pinnacle Bancorp
Nebraska
$140K – – –
KTC
806
Kentucky Trust Company
Kentucky
$135K – – –
GM
807
GeoWealth Management
Illinois
$134K +$18.2K +197 +18%
SAM
808
Smartleaf Asset Management
Massachusetts
$131K -$94.8K -1,025 -45%
ECM
809
Estabrook Capital Management
New York
$127K -$13.9K -150 -11%
SWM
810
Spire Wealth Management
Virginia
$126K -$12.1K -131 -10%
IA
811
IFP Advisors
Florida
$121K -$33.4K -361 -58%
TWC
812
TD Waterhouse Canada
Ontario, Canada
$118K – – –
EWA
813
EverSource Wealth Advisors
Alabama
$114K +$26.2K +283 +36%
KLWA
814
Kelly Lawrence W & Associates
California
$112K – – –
HFM
815
Harvest Fund Management
China
$111K -$146K -1,582 -60%
HI
816
Harbour Investments
Wisconsin
$108K +$9.8K +106 +12%
LI
817
LRI Investments
Florida
$107K – – –
JFA
818
JNBA Financial Advisors
Minnesota
$107K – – –
AWM
819
Activest Wealth Management
Florida
$107K +$90.3K +976 +3,615%
CM
820
Caption Management
Oklahoma
$106K +$92.5K +1,000 New
OIAM
821
OFI Invest Asset Management
France
$104K +$39.1K +423 +58%
SIM
822
Sentry Investment Management
Wisconsin
$103K – – –
WA
823
WPG Advisers
Maryland
$103K +$9.8K +106 +12%
OWP
824
ORG Wealth Partners
Texas
$102K -$7.86K -85 -8%
BTI
825
Blue Trust Inc
Georgia
$101K -$217K -2,349 -71%
31 32
33
34 35