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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
451
Creative Planning
Kansas
$681K +$76.3K +985 +14%
HAIM
452
Hunter Associates Investment Management
Pennsylvania
$672K
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$658K +$397K +5,120 +192%
OQS
454
Occudo Quantitative Strategies
Florida
$651K -$127K -1,641 -17%
JHP
455
James Hambro & Partners
United Kingdom
$651K +$600K +7,742 New
QI
456
QS Investors
New York
$645K +$11.2K +144 +2%
FBC
457
Fairfield, Bush & Co
Connecticut
$644K -$200K -2,585 -25%
RWA
458
Ropes Wealth Advisors
Massachusetts
$631K
CS
459
Cannell & Spears
New York
$630K
RIL
460
Rothschild Investment LLC
Illinois
$630K
TBNY
461
Trustco Bank (New York)
New York
$624K -$19.4K -250 -3%
SI
462
Stephens Inc
Arkansas
$623K +$29.7K +384 +5%
Arrowstreet Capital
463
Arrowstreet Capital
Massachusetts
$613K +$565K +7,300 New
BOH
464
Bank of Hawaii
Hawaii
$612K +$4.49K +58 +0.8%
CI
465
CX Institutional
Indiana
$607K +$10.8K +139 +2%
PAG
466
Private Advisor Group
New Jersey
$606K -$162K -2,092 -22%
CK
467
Cohen Klingenstein
New York
$604K
HIA
468
Harbor Investment Advisory
Maryland
$603K -$17.4K -225 -3%
CIA
469
Choate Investment Advisors
Massachusetts
$600K -$3.72K -48 -0.7%
Nomura Holdings
470
Nomura Holdings
Japan
$583K -$759K -9,803 -59%
ACM
471
AlphaCrest Capital Management
New York
$580K -$270K -3,490 -34%
SBH
472
Segall Bryant & Hamill
Illinois
$570K
AIS
473
AM Investment Strategies
Tennessee
$569K +$15.1K +195 +3%
FRM
474
Fox Run Management
Connecticut
$569K +$525K +6,778 New
WCM
475
Weld Capital Management
New York
$568K +$523K +6,758 New