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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
826
QCI Asset Management
New York
$20K – – –
EARNEST Partners
827
EARNEST Partners
Georgia
$20K +$19.4K +203 New
YWP
828
YorkBridge Wealth Partners
New York
$19K -$19.1K -200 -52%
AIS
829
AlphaOne Investment Services
Pennsylvania
$19K – – –
CCM
830
Cribstone Capital Management
Maine
$19K – – –
CBT
831
Central Bank & Trust
Kentucky
$17K -$14K -146 -46%
KF
832
Krilogy Financial
Missouri
$17K – – –
MCM
833
MV Capital Management
Maryland
$17K – – –
MPPLM
834
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$14.5K +152 New
CHC
835
City Holding Co
West Virginia
$14K – – –
SPI
836
Santori & Peters Inc
Pennsylvania
$14K +$13.8K +144 New
AWMS
837
Advocacy Wealth Management Services
Georgia
$12K -$22.6K -236 -65%
PMFA
838
Plante Moran Financial Advisors
Michigan
$12K – – –
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.43K +15 +14%
RBC
840
Roble Belko & Company
Pennsylvania
$11K – – –
FPFS
841
First Personal Financial Services
North Carolina
$11K +$5.74K +60 +120%
WWM
842
Willingdon Wealth Management
North Carolina
$11K +$10.8K +113 New
SWA
843
Sutton Wealth Advisors
Florida
$10.8K – – –
TIM
844
Tortoise Investment Management
New York
$10K – – –
VFA
845
Virtus Fund Advisers
Connecticut
$10K – – –
PFA
846
Pathway Financial Advisors
Vermont
$10K +$9.46K +99 New
AIM
847
Anchor Investment Management
South Carolina
$9.76K – – –
KJWM
848
Kiley Juergens Wealth Management
Washington
$9K +$9.08K +95 New
PHK
849
Point72 Hong Kong
Hong Kong
$9K +$9.18K +96 New
RPC
850
Rossmore Private Capital
Connecticut
$8.49K +$8.32K +87 New