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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
826
KCM Investment Advisors
California
$231K -$1.56K -13 -0.7%
William Blair Investment Management
827
William Blair Investment Management
Illinois
$230K -$47.2K -394 -18%
EFG
828
Ethos Financial Group
Pennsylvania
$228K -$108K -906 -34%
FWIA
829
Fort Washington Investment Advisors
Ohio
$228K – – –
IAS
830
Insigneo Advisory Services
Florida
$227K +$210K +1,757 New
WRPWM
831
Werba Rubin Papier Wealth Management
California
$223K +$207K +1,731 New
DTL
832
Dynamic Technology Lab
Singapore
$223K -$250K -2,085 -55%
PWMA
833
Pension & Wealth Management Advisors
Massachusetts
$222K -$10.5K -88 -5%
PP
834
PDS Planning
Ohio
$222K -$5.99K -50 -3%
BTWM
835
Baker Tilly Wealth Management
Wisconsin
$222K +$206K +1,720 New
MWM
836
Modern Wealth Management
Kansas
$222K +$206K +1,719 New
DWA
837
Douglass Winthrop Advisors
New York
$220K +$204K +1,703 New
SIC
838
Sage Investment Counsel
Tennessee
$219K +$204K +1,700 New
SCM
839
Schnieders Capital Management
California
$219K +$204K +1,700 New
TCWA
840
Turtle Creek Wealth Advisors
Texas
$219K +$203K +1,699 New
7WCP
841
71 West Capital Partners
Massachusetts
$219K +$203K +1,694 New
GLF
842
Groupe la Francaise
France
$218K -$3.47K -29 -2%
CP
843
Creekside Partners
California
$217K +$202K +1,684 New
AR
844
Altar Rock
New York
$214K +$199K +1,658 New
RCAG
845
Rehmann Capital Advisory Group
Michigan
$213K +$198K +1,651 New
UB
846
UMB Bank
Missouri
$213K +$5.39K +45 +3%
MCM
847
Manchester Capital Management
Vermont
$213K -$1.2K -10 -0.6%
TAM
848
Trillium Asset Management
Massachusetts
$211K +$196K +1,633 New
TPCW
849
TD Private Client Wealth
New York
$208K -$29.8K -249 -13%
SCM
850
Shelton Capital Management
Colorado
$207K +$192K +1,603 New