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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
UF
926
Univest Financial
Pennsylvania
$253K +$230K +1,491 New
LAM
927
L2 Asset Management
Massachusetts
$252K +$229K +1,486 New
SCM
928
Shelton Capital Management
Colorado
$251K +$228K +1,479 New
NB
929
Nicolet Bankshares
Wisconsin
$244K +$221K +1,436 New
QWP
930
Quotient Wealth Partners
Texas
$243K +$221K +1,432 New
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$242K
SWA
932
Shah Wealth Advisors
California
$241K +$219K +1,421 New
OFG
933
OmniStar Financial Group
North Carolina
$239K +$218K +1,412 New
JTWM
934
Jackson Thornton Wealth Management
Alabama
$239K +$218K +1,411 New
KCM
935
Kennedy Capital Management
Missouri
$239K +$217K +1,409 New
WC
936
Waterloo Capital
Texas
$238K +$216K +1,404 New
FSA
937
Franklin Street Advisors
North Carolina
$237K +$216K +1,400 New
PCS
938
Personal CFO Solutions
New Jersey
$237K +$216K +1,399 New
SP
939
SmartHarvest Portfolios
Washington
$236K +$214K +1,390 New
FIA
940
Foundations Investment Advisors
Arizona
$235K +$214K +1,387 New
EL
941
EWA LLC
Pennsylvania
$235K +$214K +1,386 New
SEP
942
Southland Equity Partners
Missouri
$234K +$213K +1,382 New
William Blair Investment Management
943
William Blair Investment Management
Illinois
$234K -$68.9K -447 -24%
PS
944
Planned Solutions
California
$233K +$212K +1,375 New
BEI
945
Benjamin Edwards Inc
Missouri
$233K -$74.9K -486 -26%
LNB
946
Ledyard National Bank
$232K +$210K +1,365 New
AU
947
AlphaGrep UK
$230K -$271K -1,759 -56%
IAS
948
Insigneo Advisory Services
Florida
$228K -$60.3K -391 -22%
LFAS
949
Level Four Advisory Services
Texas
$228K +$207K +1,345 New
NL
950
NWAM LLC
Washington
$227K +$206K +1,338 New