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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
426
Landscape Capital Management
New Jersey
$654K – – –
BFA
427
Bragg Financial Advisors
North Carolina
$644K +$2.61K +42 +0.4%
WIP
428
Wellesley Investment Partners
Massachusetts
$643K -$168K -2,703 -19%
EP
429
Elkfork Partners
Oregon
$642K -$26K -418 -4%
MIAN
430
Mariner Independent Advisor Network
Kansas
$639K +$703K +11,317 New
BF
431
BOK Financial
Oklahoma
$631K -$209K -3,365 -23%
BWP
432
Baldwin Wealth Partners
Massachusetts
$629K -$176K -2,836 -20%
NIMC
433
NWQ Investment Management Company
California
$628K – – –
BC
434
Burney Company
Virginia
$625K -$30.5K -490 -4%
N
435
Natixis
France
$625K +$693K +11,144 New
RI
436
Ridgewood Investments
New Jersey
$609K +$360K +5,786 +114%
NERM
437
New England Research & Management
Illinois
$608K -$150K -2,410 -18%
AMI
438
Amica Mutual Insurance
Rhode Island
$608K +$673K +10,837 New
CI
439
Cigna Investments
Connecticut
$606K -$34.2K -550 -5%
RWA
440
Ropes Wealth Advisors
Massachusetts
$605K -$72.3K -1,164 -10%
EWM
441
Endurance Wealth Management
Rhode Island
$601K – – –
ECM
442
Everence Capital Management
Indiana
$593K – – –
AC
443
Abbrea Capital
California
$577K +$61.8K +995 +11%
CIA
444
Choate Investment Advisors
Massachusetts
$572K -$6.15K -99 -1%
FBC
445
Fairfield, Bush & Co
Connecticut
$572K +$47.5K +765 +8%
DTL
446
Dynamic Technology Lab
Singapore
$572K +$434K +6,984 +216%
AIP
447
Ameritas Investment Partners
Nebraska
$569K -$26.7K -430 -4%
AIM
448
Arcadia Investment Management
Michigan
$566K +$18.6K +300 +3%
TIA
449
Trust Investment Advisors
Indiana
$564K -$89.6K -1,442 -13%
CM
450
Columbus Macro
Pennsylvania
$561K +$57.5K +925 +10%
16 17
18
19 20