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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
TL
851
TrueWealth LLC
Georgia
$16K -$17.8K -170 -52%
HR
852
Howe & Rusling
New York
$15K -$7.13K -68 -30%
PFO
853
Pathstone Family Office
New Jersey
$15K +$15.6K +149 New
CHC
854
City Holding Co
West Virginia
$14K – – –
AWMS
855
Advocacy Wealth Management Services
Georgia
$13K – – –
FMII
856
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
FCAG
857
First Capital Advisors Group
New Jersey
$13K +$14K +134 New
SLF
858
Sun Life Financial
Ontario, Canada
$12.3K -$1.02M -9,747 -89%
LA
859
Legacy Advisors
Pennsylvania
$12K -$108K -1,028 -89%
PMFA
860
Plante Moran Financial Advisors
Michigan
$12K – – –
DBT
861
Dubuque Bank & Trust
Iowa
$12K +$3.88K +37 +46%
SWA
862
Sutton Wealth Advisors
Florida
$11.1K – – –
RA
863
Rational Advisors
New York
$11K -$272K -2,593 -96%
RBC
864
Roble Belko & Company
Pennsylvania
$11K – – –
Carson Wealth (CWM LLC)
865
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.61K +44 +69%
TIM
866
Tortoise Investment Management
New York
$10K – – –
GRP
867
Global Retirement Partners
California
$10K +$5.87K +56 +114%
SCM
868
Silvant Capital Management
Georgia
$10K +$10.6K +101 New
AIM
869
Anchor Investment Management
South Carolina
$9.97K – – –
PFA
870
Pathway Financial Advisors
Vermont
$9K -$1.15K -11 -11%
CAPTRUST Financial Advisors
871
CAPTRUST Financial Advisors
North Carolina
$9K +$6.81K +65 +283%
Acadian Asset Management
872
Acadian Asset Management
Massachusetts
$8K -$1.25M -11,930 -99%
OFW
873
Omnia Family Wealth
Florida
$8K -$19.5K -186 -71%
FAM
874
Fred Alger Management
New York
$8K – – –
BFC
875
Bedel Financial Consulting
Indiana
$8K +$8.91K +85 New