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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
801
Bingham Private Wealth
California
$268K +$249K +2,077 New
CVM
802
Cheviot Value Management
California
$265K – – –
NB
803
NBT Bank
New York
$264K -$10.4K -87 -4%
NP
804
NorthRock Partners
Minnesota
$262K -$334K -2,790 -58%
MA
805
Mutual Advisors
Nebraska
$260K -$4.31K -36 -2%
KA
806
KLCM Advisors
Wisconsin
$258K – – –
SWP
807
Stratos Wealth Partners
Ohio
$257K +$1.08K +9 +0.5%
CIAS
808
CFS Investment Advisory Services
New Jersey
$251K +$6.95K +58 +3%
WWM
809
Western Wealth Management
Colorado
$250K -$6.23K -52 -3%
RBC
810
Romano Brothers & Co
Illinois
$249K – – –
PA
811
Perennial Advisors
New York
$248K -$8.98K -75 -4%
SCA
812
Snowden Capital Advisors
New York
$247K +$229K +1,914 New
RPWA
813
Regent Peak Wealth Advisors
Georgia
$246K +$7.18K +60 +3%
HCM
814
Howard Capital Management
Georgia
$246K +$1.2K +10 +0.5%
KFC
815
Klingenstein Fields & Co
New York
$245K – – –
BPAMU
816
BTG Pactual Asset Management US
New York
$241K +$224K +1,871 New
DWM
817
Drive Wealth Management
Utah
$241K +$1.2K +10 +0.5%
BCM
818
Bannerstone Capital Management
Minnesota
$241K +$224K +1,870 New
JWS
819
Juncture Wealth Strategies
Arizona
$241K -$12K -100 -5%
CWG
820
Cornerstone Wealth Group
North Carolina
$241K +$224K +1,868 New
AWM
821
Axxcess Wealth Management
California
$240K +$222K +1,857 New
PFM
822
Patton Fund Management
Texas
$238K -$81.2K -678 -27%
KA
823
Kovack Advisors
Florida
$235K +$218K +1,821 New
BA
824
Bridgewater Advisors
New York
$234K +$3.71K +31 +2%
STS
825
SG Trading Solutions
Utah
$231K +$215K +1,793 New