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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
851
Dubuque Bank & Trust
Iowa
$8K – – –
FBT
852
First Bank & Trust
South Dakota
$8K – – –
FAM
853
Fred Alger Management
New York
$8K – – –
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.6K +69 New
VCM
855
Versant Capital Management
Arizona
$6K – – –
Carson Wealth (CWM LLC)
856
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.05K +11 +21%
ME
857
McIlrath & Eck
Washington
$6K +$5.74K +60 New
PW
858
Price Wealth
Texas
$6K +$5.93K +62 New
GRP
859
Global Retirement Partners
California
$5K +$4.68K +49 New
CCMW
860
Cypress Capital Management (Wyoming)
Wyoming
$5K +$5.07K +53 New
SIA
861
Sit Investment Associates
Minnesota
$4K – – –
AF
862
Allworth Financial
California
$4K +$287 +3 +9%
MCM
863
Mainstay Capital Management
Michigan
$4K +$3.44K +36 New
HFP
864
Holistic Financial Partners
Indiana
$4K +$3.63K +38 New
WAP
865
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.82K +40 +667%
CIA
866
Cascade Investment Advisors
Oregon
$3.9K – – –
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$19.1K -200 -87%
CFN
868
Cordasco Financial Network
Florida
$3K – – –
SQA
869
Simon Quick Advisors
New Jersey
$3K +$2.39K +25 New
AC
870
Avestar Capital
New York
$3K +$3.92K +41 New
GEA
871
Glen Eagle Advisors
New Jersey
$2.34K -$96 -1 -4%
HFM
872
Hartford Financial Management
Connecticut
$2K – – –
IWM
873
IHT Wealth Management
Illinois
$2K – – –
WAM
874
Watermark Asset Management
California
$2K – – –
GI
875
Gradient Investments
Minnesota
$2K +$1.53K +16 New