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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SP
826
Saranac Partners
$146K +$141K +1,260 New
IAG
827
Innovative Advisory Group
Massachusetts
$146K – – –
TFM
828
TFC Financial Management
Massachusetts
$144K -$40.2K -360 -23%
EWA
829
EverSource Wealth Advisors
Alabama
$143K +$18.5K +166 +16%
ECM
830
Estabrook Capital Management
New York
$138K – – –
RMC
831
Resources Management Corp
Connecticut
$138K -$1.15M -10,300 -90%
SWM
832
Spire Wealth Management
Virginia
$137K – – –
C
833
Covestor
United Kingdom
$133K -$132K -1,179 -51%
TWC
834
TD Waterhouse Canada
Ontario, Canada
$125K – – –
OIAM
835
OFI Invest Asset Management
France
$122K +$9.71K +87 +8%
KLWA
836
Kelly Lawrence W & Associates
California
$122K – – –
LI
837
LRI Investments
Florida
$119K +$2.34K +21 +2%
O
838
Ossiam
France
$119K -$94.4K -846 -45%
HI
839
Harbour Investments
Wisconsin
$117K -$223 -2 -0.2%
JFA
840
JNBA Financial Advisors
Minnesota
$117K – – –
LFG
841
Larson Financial Group
Missouri
$115K +$19.1K +171 +21%
BTI
842
Blue Trust Inc
Georgia
$111K +$1.56K +14 +1%
CH
843
Cromwell Holdings
Wyoming
$106K – – –
WA
844
WPG Advisers
Maryland
$106K -$6.14K -55 -6%
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.9K +$93.2K +835 New
IA
846
IFP Advisors
Florida
$95.8K +$62.8K +563 +214%
OL
847
OneFund LLC
Florida
$95.3K +$3.24K +29 +4%
CFFP
848
Center for Financial Planning
Michigan
$92.8K – – –
IRC
849
Investors Research Corp
Georgia
$92.8K – – –
RTC
850
Riverview Trust Company
Washington
$92K – – –