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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
876
Brown, Lisle/Cummings
Rhode Island
$152K -$63.5K -530 -31%
SHF
877
Safe Harbor Fiduciary
Florida
$145K +$134K +1,123 New
TWC
878
TD Waterhouse Canada
Ontario, Canada
$142K – – –
HFS
879
Hantz Financial Services
Michigan
$140K +$40K +334 +44%
KLWA
880
Kelly Lawrence W & Associates
California
$135K – – –
JFGIW
881
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K +$24.4K +204 +24%
BC
882
Bayforest Capital
United Kingdom
$130K -$169K -1,413 -58%
ACM
883
Aster Capital Management
United Arab Emirates
$129K -$474K -3,960 -80%
HI
884
Harbour Investments
Wisconsin
$129K -$1.32K -11 -1%
C
885
Covestor
United Kingdom
$128K -$18.6K -155 -14%
LFG
886
Larson Financial Group
Missouri
$125K -$3.35K -28 -3%
IAG
887
Innovative Advisory Group
Massachusetts
$123K -$35.9K -300 -24%
JFA
888
JNBA Financial Advisors
Minnesota
$121K -$8.38K -70 -7%
BWA
889
Basecamp Wealth Advisors
Washington
$119K +$111K +926 New
MCM
890
MV Capital Management
Maryland
$118K +$17.4K +145 +19%
CH
891
Cromwell Holdings
Wyoming
$118K – – –
BTI
892
Blue Trust Inc
Georgia
$113K -$9.7K -81 -8%
OL
893
OneFund LLC
Florida
$112K +$5.27K +44 +5%
FAMI
894
Fideuram Asset Management (Ireland)
$111K +$136K +1,138 New
HFM
895
Harvest Fund Management
China
$106K +$67.7K +565 +219%
HBT
896
Hills Bank & Trust
Iowa
$105K +$97.7K +816 New
CFFP
897
Center for Financial Planning
Michigan
$103K – – –
IRC
898
Investors Research Corp
Georgia
$103K – – –
RTC
899
Riverview Trust Company
Washington
$102K – – –
LI
900
LRI Investments
Florida
$94.8K -$35.1K -293 -29%