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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
876
Baystate Wealth Management
Massachusetts
$3K +$94 +1 +3%
ZIG
877
Zullo Investment Group
Pennsylvania
$3K +$2.83K +30 New
ANBT
878
American National Bank & Trust
Texas
$3K +$3.3K +35 New
HWM
879
HighMark Wealth Management
Minnesota
$3K +$3.49K +37 New
SC
880
Stephens Consulting
Michigan
$2.14K +$2.17K +23 New
KFS
881
Kelly Financial Services
Massachusetts
$2.1K +$94 +1 +5%
CAL
882
Capital Analysts LLC
Pennsylvania
$2K – – –
MSFP
883
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.89K +20 New
SC
884
Schubert & Co
Texas
$2K +$2.17K +23 New
SC
885
Sierra Capital
Florida
$2K +$2.36K +25 New
CT
886
Caldwell Trust
Florida
$1.67K +$1.7K +18 New
CCA
887
Column Capital Advisors
Indiana
$1K -$94 -1 -9%
BA
888
Bellwether Advisors
Nebraska
$1K – – –
SWA
889
SOA Wealth Advisors
New York
$1K – – –
VNA
890
Valley National Advisers
Pennsylvania
$1K – – –
S
891
Surevest
California
$1K +$848 +9 New
CSWM
892
Cassady Schiller Wealth Management
Ohio
$1K +$1.04K +11 New
AAP
893
Arax Advisory Partners
Colorado
$1K +$1.23K +13 New
DHGWA
894
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.32K +14 New
CAC
895
Core Alternative Capital
Georgia
$1K +$1.41K +15 New
WA
896
WestEnd Advisors
North Carolina
$372 +$377 +4 New
IM
897
Islet Management
New York
– -$55.6M -656,765 Closed
CCM
898
CAAS Capital Management
New York
– -$46.3M -546,648 Closed
BGIM
899
Brandywine Global Investment Management
Pennsylvania
– -$36.5M -430,901 Closed
MGIM
900
M&G Investment Management
United Kingdom
– -$27.2M -320,157 Closed
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36
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