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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
851
Icon Wealth Partners
Texas
– -$24K -371 Closed
SWM
852
SeaCrest Wealth Management
New York
– -$21K -318 Closed
CHP
853
Cable Hill Partners
Oregon
– -$18K -269 Closed
CAC
854
Certified Advisory Corp
Florida
– -$16K -250 Closed
MC
855
Machina Capital
France
– -$15K -227 Closed
SMG
856
Spectrum Management Group
Indiana
– -$14K -215 Closed
KL
857
KWMG LLC
Kansas
– -$12K -187 Closed
LWA
858
Lenox Wealth Advisors
New York
– -$12K -185 Closed
PGWM
859
Parisi Gray Wealth Management
New Jersey
– -$11K -170 Closed
ST
860
Sageworth Trust
Pennsylvania
– -$10K -145 Closed
AIC
861
Ameritas Investment Company
Nebraska
– -$8K -125 Closed
DBT
862
Dubuque Bank & Trust
Iowa
– -$7K -117 Closed
AIM
863
Anchor Investment Management
South Carolina
– -$6.58K -100 Closed
AIA
864
Alera Investment Advisors
Illinois
– -$6K -90 Closed
LFA
865
Legacy Financial Advisors
Kentucky
– -$5K -81 Closed
FANJ
866
Financial Architects (New Jersey)
New Jersey
– -$2K -34 Closed
RWM
867
Raffa Wealth Management
District of Columbia
– -$2.17K -33 Closed
FRA
868
Front Row Advisors
California
– -$2K -25 Closed
HFM
869
Hartford Financial Management
Connecticut
– -$2K -25 Closed
RFM
870
Royal Fund Management
Florida
– -$1K -23 Closed
CFB
871
Cullen/Frost Bankers
Texas
– -$1K -10 Closed
AA
872
Advisory Alpha
Michigan
– -$452 -7 Closed
FGAM
873
Financial Gravity Asset Management
Texas
– -$435 -7 -78%
OSAM
874
O'Shaughnessy Asset Management
Connecticut
– +$62 +1 New
PO
875
Private Ocean
California
– +$186 +3 New
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