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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
851
TFC Financial Management
Massachusetts
$3K – – –
ZIG
852
Zullo Investment Group
Pennsylvania
$3K – – –
ACK
853
Andrew C. Karlinski
$3K +$2.69K +29 New
AWM
854
Atticus Wealth Management
Florida
$3K +$2.78K +30 New
CI
855
Cordant Inc
Oregon
$3K +$3.15K +34 New
AIC
856
Archer Investment Corporation
Indiana
$2.9K – – –
LWA
857
Lenox Wealth Advisors
New York
$2K -$3.98K -43 -66%
CAL
858
Capital Analysts LLC
Pennsylvania
$2K – – –
MSFP
859
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
SC
860
Sierra Capital
Florida
$2K – – –
SC
861
Schubert & Co
Texas
$2K +$278 +3 +13%
GKIM
862
GW&K Investment Management
Massachusetts
$2K +$1.76K +19 New
WPA
863
West Paces Advisors
Georgia
$1.74K +$1.85K +20 New
CT
864
Caldwell Trust
Florida
$1.57K – – –
BA
865
Bellwether Advisors
Nebraska
$1K – – –
SWA
866
SOA Wealth Advisors
New York
$1K – – –
S
867
Surevest
California
$1K – – –
VNA
868
Valley National Advisers
Pennsylvania
$1K – – –
BCMLT
869
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1.2K +13 New
CWC
870
Carolinas Wealth Consulting
North Carolina
$1K +$1.48K +16 New
WA
871
WestEnd Advisors
North Carolina
$348 -$370 -4 Closed
Balyasny Asset Management
872
Balyasny Asset Management
Illinois
– -$54.9M -589,816 Closed
ZIG
873
Zurich Insurance Group
Switzerland
– -$26.3M -282,361 Closed
Canada Pension Plan Investment Board
874
Canada Pension Plan Investment Board
Ontario, Canada
– -$25.6M -275,700 Closed
MSE
875
MUFG Securities EMEA
United Kingdom
– -$25.6M -275,000 Closed