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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
426
HBK Sorce Advisory
Pennsylvania
$770K +$325K +4,685 +67%
LCM
427
Landscape Capital Management
New Jersey
$767K -$42.6K -614 -5%
BC
428
Burney Company
Virginia
$766K -$7.07K -102 -0.9%
KJHP
429
K.J. Harrison & Partners
Ontario, Canada
$763K +$804K +11,600 New
TIA
430
Trust Investment Advisors
Indiana
$757K +$173K +2,500 +28%
BFA
431
Bragg Financial Advisors
North Carolina
$753K – – –
HPCM
432
High Pointe Capital Management
Illinois
$749K – – –
SLF
433
Sun Life Financial
Ontario, Canada
$747K -$82.8K -1,195 -10%
HT
434
HighTower Trust
Texas
$737K -$131K -1,895 -14%
NIMC
435
NWQ Investment Management Company
California
$737K – – –
CI
436
Cigna Investments
Connecticut
$724K -$5.82K -84 -0.8%
AP
437
Advisor Partners
California
$722K -$9.01K -130 -1%
BHWM
438
Bar Harbor Wealth Management
New Hampshire
$715K -$615K -8,866 -45%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$715K -$134K -1,936 -15%
OAM
440
Oxford Asset Management
United Kingdom
$710K -$3.28M -47,313 -81%
CI
441
Conning Inc
Connecticut
$710K -$9.71K -140 -1%
EWM
442
Endurance Wealth Management
Rhode Island
$705K – – –
AIP
443
Ameritas Investment Partners
Nebraska
$697K -$58.9K -850 -7%
ECM
444
Everence Capital Management
Indiana
$696K +$301K +4,340 +70%
NMC
445
Nine Masts Capital
Hong Kong
$692K +$729K +10,520 New
IG
446
ING Group
Netherlands
$684K -$2.34M -33,740 -76%
CIA
447
Choate Investment Advisors
Massachusetts
$678K +$31.1K +449 +5%
DWA
448
Douglass Winthrop Advisors
New York
$674K -$97K -1,400 -12%
WEC
449
Winslow Evans & Crocker
Massachusetts
$658K -$13.9K -200 -2%
AAM
450
Aureus Asset Management
Massachusetts
$656K – – –
16 17
18
19 20