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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
HR
851
Howe & Rusling
New York
$15K -$7.13K -68 -30%
PFO
852
Pathstone Family Office
New Jersey
$15K +$15.6K +149 New
CHC
853
City Holding Co
West Virginia
$14K
AWMS
854
Advocacy Wealth Management Services
Georgia
$13K
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$13K
FCAG
856
First Capital Advisors Group
New Jersey
$13K +$14K +134 New
SLF
857
Sun Life Financial
Ontario, Canada
$12.3K -$1.02M -9,747 -89%
LA
858
Legacy Advisors
Pennsylvania
$12K -$108K -1,028 -89%
PMFA
859
Plante Moran Financial Advisors
Michigan
$12K
DBT
860
Dubuque Bank & Trust
Iowa
$12K +$3.88K +37 +46%
SWA
861
Sutton Wealth Advisors
Florida
$11.1K
RA
862
Rational Advisors
New York
$11K -$272K -2,593 -96%
RBC
863
Roble Belko & Company
Pennsylvania
$11K
Carson Wealth (CWM LLC)
864
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.61K +44 +69%
TIM
865
Tortoise Investment Management
New York
$10K
GRP
866
Global Retirement Partners
California
$10K +$5.87K +56 +114%
SCM
867
Silvant Capital Management
Georgia
$10K +$10.6K +101 New
AIM
868
Anchor Investment Management
South Carolina
$9.97K
PFA
869
Pathway Financial Advisors
Vermont
$9K -$1.15K -11 -11%
CAPTRUST Financial Advisors
870
CAPTRUST Financial Advisors
North Carolina
$9K +$6.81K +65 +283%
Acadian Asset Management
871
Acadian Asset Management
Massachusetts
$8K -$1.25M -11,930 -99%
OFW
872
Omnia Family Wealth
Florida
$8K -$19.5K -186 -71%
FAM
873
Fred Alger Management
New York
$8K
BFC
874
Bedel Financial Consulting
Indiana
$8K +$8.91K +85 New
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$7K