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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SP
826
Saranac Partners
$146K +$141K +1,260 New
TFM
827
TFC Financial Management
Massachusetts
$144K -$40.2K -360 -23%
EWA
828
EverSource Wealth Advisors
Alabama
$143K +$18.5K +166 +16%
ECM
829
Estabrook Capital Management
New York
$138K
RMC
830
Resources Management Corp
Connecticut
$138K -$1.15M -10,300 -90%
SWM
831
Spire Wealth Management
Virginia
$137K
C
832
Covestor
United Kingdom
$133K -$132K -1,179 -51%
TWC
833
TD Waterhouse Canada
Ontario, Canada
$125K
OIAM
834
OFI Invest Asset Management
France
$122K +$9.71K +87 +8%
KLWA
835
Kelly Lawrence W & Associates
California
$122K
LI
836
LRI Investments
Florida
$119K +$2.34K +21 +2%
O
837
Ossiam
France
$119K -$94.4K -846 -45%
HI
838
Harbour Investments
Wisconsin
$117K -$223 -2 -0.2%
JFA
839
JNBA Financial Advisors
Minnesota
$117K
LFG
840
Larson Financial Group
Missouri
$115K +$19.1K +171 +21%
BTI
841
Blue Trust Inc
Georgia
$111K +$1.56K +14 +1%
CH
842
Cromwell Holdings
Wyoming
$106K
WA
843
WPG Advisers
Maryland
$106K -$6.14K -55 -6%
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.9K +$93.2K +835 New
IA
845
IFP Advisors
Florida
$95.8K +$62.8K +563 +214%
OL
846
OneFund LLC
Florida
$95.3K +$3.24K +29 +4%
CFFP
847
Center for Financial Planning
Michigan
$92.8K
IRC
848
Investors Research Corp
Georgia
$92.8K
RTC
849
Riverview Trust Company
Washington
$92K
MCM
850
MV Capital Management
Maryland
$89.4K