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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
826
Salem Investment Counselors
North Carolina
$23K
TSW
827
Thompson Siegel & Walmsley
Virginia
$23K
PFBT
828
Parkside Financial Bank & Trust
Missouri
$23K +$1.78K +18 +8%
WPA
829
West Paces Advisors
Georgia
$22.8K +$4.56K +46 +23%
GBBWRPM
830
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K
VNA
831
Valley National Advisers
Pennsylvania
$22K +$2.48K +25 +12%
GRP
832
Global Retirement Partners
California
$21K +$12K +121 +115%
BWM
833
Baystate Wealth Management
Massachusetts
$20K -$48.7K -491 -69%
RFWA
834
RPg Family Wealth Advisory
Massachusetts
$19.4K +$20.6K +208 New
CAC
835
Certified Advisory Corp
Florida
$19K
EARNEST Partners
836
EARNEST Partners
Georgia
$19K
GFP
837
Gryphon Financial Partners
Ohio
$19K
QAM
838
QCI Asset Management
New York
$19K
VCM
839
Vigilant Capital Management
Maine
$19K +$20.1K +203 New
JA
840
JOYN Advisors
Georgia
$18K +$13K +131 +226%
YWP
841
YorkBridge Wealth Partners
New York
$17K
CBT
842
Central Bank & Trust
Kentucky
$16K
MCM
843
MV Capital Management
Maryland
$16K
RA
844
Rational Advisors
New York
$16K +$6.45K +65 +61%
TL
845
TrueWealth LLC
Georgia
$15K
HR
846
Howe & Rusling
New York
$15K +$297 +3 +2%
KL
847
KWMG LLC
Kansas
$14K +$15.2K +153 New
CHC
848
City Holding Co
West Virginia
$13K
ST
849
Sageworth Trust
Pennsylvania
$13K +$14.4K +145 New
AWMS
850
Advocacy Wealth Management Services
Georgia
$12K