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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
801
CFS Investment Advisory Services
New Jersey
$290K +$5.88K +46 +2%
GIA
802
GHP Investment Advisors
Colorado
$290K -$7.8K -61 -3%
KFI
803
Key Financial Inc
Pennsylvania
$287K -$639 -5 -0.2%
OC
804
Oppenheimer & Co
New York
$287K – – –
MG
805
Mather Group
Illinois
$286K +$1.92K +15 +0.7%
FPAS
806
Focus Partners Advisor Solutions
Missouri
$285K -$199K -1,559 -41%
OAM
807
Oxford Asset Management
United Kingdom
$285K +$288K +2,249 New
PP
808
PDS Planning
Ohio
$283K +$65.5K +512 +30%
RRA
809
Round Rock Advisors
Connecticut
$281K – – –
IBOK
810
Independence Bank of Kentucky
Kentucky
$278K -$3.33K -26 -1%
TBA
811
Tower Bridge Advisors
Pennsylvania
$275K -$3.2K -25 -1%
FRA
812
Frank Rimerman Advisors
California
$274K +$4.35K +34 +2%
HFS
813
Hantz Financial Services
Michigan
$274K +$138K +1,076 +99%
PWMAG
814
Pinnacle Wealth Management Advisory Group
New Jersey
$273K -$4.35K -34 -2%
AAP
815
Arax Advisory Partners
Colorado
$273K -$62.7K -490 -18%
SWP
816
Stratos Wealth Partners
Ohio
$273K +$20.5K +160 +8%
BFG
817
Beacon Financial Group
Texas
$271K +$1.28K +10 +0.5%
TC
818
Truvestments Capital
Florida
$270K – – –
LS
819
Livforsakringsbolaget Skandia
Sweden
$269K – – –
TFS
820
Thoroughbred Financial Services
Tennessee
$268K +$1.79K +14 +0.7%
JWBC
821
J.W. Burns & Co
New York
$266K – – –
MAM
822
Mystic Asset Management
Rhode Island
$266K – – –
BCM
823
Becker Capital Management
Oregon
$265K -$2.43K -19 -0.9%
SP
824
Stablepoint Partners
Massachusetts
$265K -$12.8K -100 -5%
USCWA
825
U.S. Capital Wealth Advisors
Texas
$264K +$266K +2,083 New
31 32
33
34 35