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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$12K
LA
852
Legacy Advisors
Pennsylvania
$11K
RBC
853
Roble Belko & Company
Pennsylvania
$11K
SWA
854
Sutton Wealth Advisors
Florida
$10.3K
Carson Wealth (CWM LLC)
855
Carson Wealth (CWM LLC)
Nebraska
$10K
PW
856
Price Wealth
Texas
$10K +$7.04K +71 +229%
AIM
857
Anchor Investment Management
South Carolina
$9.31K
DBT
858
Dubuque Bank & Trust
Iowa
$9K -$1.98K -20 -17%
SCM
859
Silvant Capital Management
Georgia
$9K
TIM
860
Tortoise Investment Management
New York
$9K
BFC
861
Bedel Financial Consulting
Indiana
$8K
PFA
862
Pathway Financial Advisors
Vermont
$8K
KTC
863
Kistler-Tiffany Companies
Pennsylvania
$8K +$8.92K +90 New
OFW
864
Omnia Family Wealth
Florida
$7K
AC
865
Avestar Capital
New York
$7K +$694 +7 +7%
ME
866
McIlrath & Eck
Washington
$6K
PFGIA
867
Patriot Financial Group Insurance Agency
Massachusetts
$6K
VCM
868
Versant Capital Management
Arizona
$6K
KIG
869
Kessler Investment Group
Indiana
$6K +$6.25K +63 New
PMFA
870
Plante Moran Financial Advisors
Michigan
$5K -$5.95K -60 -50%
CAPTRUST Financial Advisors
871
CAPTRUST Financial Advisors
North Carolina
$5K -$3.27K -33 -38%
CCMW
872
Cypress Capital Management (Wyoming)
Wyoming
$5K
BWA
873
BDO Wealth Advisors
Florida
$5K +$4.96K +50 New
WAP
874
Wealthcare Advisory Partners
Pennsylvania
$4K -$595 -6 -13%
FANJ
875
Financial Architects (New Jersey)
New Jersey
$4K +$3.57K +36 New