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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1026
Millstone Evans Group
Colorado
$114K – – –
BIAS
1027
Beacon Investment Advisory Services
New Jersey
$114K – – –
TFGT
1028
TS Financial Group (TSFG)
Illinois
$112K +$3.55K +23 +4%
IFWM
1029
Institute for Wealth Management
Colorado
$112K +$102K +660 New
HPBT
1030
Hickory Point Bank & Trust
Illinois
$108K – – –
BCWM
1031
Bartlett & Co Wealth Management
Ohio
$108K +$94.4K +612 +2,448%
CIM
1032
Contravisory Investment Management
Massachusetts
$106K -$4.47K -29 -4%
GWM
1033
Geneos Wealth Management
Colorado
$98.4K – – –
HIMS
1034
Hager Investment Management Services
New Hampshire
$96.7K – – –
CTC
1035
Central Trust Company
Missouri
$94.6K -$2.47K -16 -3%
CB
1036
Community Bank
New York
$94.1K – – –
FB
1037
First Bancorp
Maine
$93.3K +$84.8K +550 New
SCM
1038
Silvant Capital Management
Georgia
$92.9K – – –
ZBNA
1039
Zions Bancorporation, National Association
Utah
$92.8K -$1.08K -7 -1%
WAG
1040
Wilkerson Advisory Group
Missouri
$92.3K +$20.2K +131 +32%
TFIPS
1041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.2K +$23.9K +155 +42%
UCB
1042
United Community Bank
South Carolina
$86.2K -$4.63K -30 -6%
CT
1043
Coastline Trust
Rhode Island
$84.8K – – –
DSC
1044
Duncker Streett & Co
Missouri
$84.8K – – –
OCWP
1045
Owl Creek Wealth Partners
Colorado
$84.5K +$1.54K +10 +2%
MDA
1046
Minot DeBlois Advisors
Massachusetts
$80.6K – – –
1IA
1047
1620 Investment Advisors
Massachusetts
$79.5K – – –
EAM
1048
Erste Asset Management
Austria
$78.6K – – –
APW
1049
Allied Private Wealth
Florida
$78.4K +$68K +441 New
SIC
1050
Salem Investment Counselors
North Carolina
$78K – – –
40 41
42
43 44