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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
476
Redpoint Investment Management
Australia
$458K – – –
SIA
477
Schechter Investment Advisors
Michigan
$457K +$68.4K +1,001 +15%
CS
478
Cannell & Spears
New York
$456K – – –
IA
479
IFG Advisory
Georgia
$453K -$26.3K -385 -5%
VAS
480
Vestmark Advisory Solutions
Massachusetts
$453K -$18.7K -274 -4%
1832 Asset Management
481
1832 Asset Management
Ontario, Canada
$441K -$27.3K -400 -5%
WCM
482
Washington Capital Management
Washington
$440K – – –
EWM
483
Endurance Wealth Management
Rhode Island
$430K -$60.6K -886 -11%
APA
484
American Portfolios Advisors
New York
$417K -$45.2K -662 -9%
BWA
485
BDO Wealth Advisors
Florida
$416K +$21.3K +312 +5%
MNBTD
486
Moody National Bank Trust Division
Texas
$412K +$26.5K +387 +6%
CWA
487
Choice Wealth Advisors
Maine
$410K +$461K +6,750 New
SBH
488
Segall Bryant & Hamill
Illinois
$402K -$1.71K -25 -0.4%
ACA
489
Anchor Capital Advisors
Massachusetts
$402K – – –
ECM
490
Everence Capital Management
Indiana
$402K – – –
TBNY
491
Trustco Bank (New York)
New York
$392K -$20.5K -300 -4%
DGAM
492
Desjardins Global Asset Management
Quebec, Canada
$391K -$371K -5,434 -46%
GAM
493
Guinness Asset Management
United Kingdom
$391K -$38K -556 -8%
CC
494
Chicago Capital
Illinois
$391K – – –
KAS
495
Kestra Advisory Services
Texas
$390K -$929K -13,586 -68%
SSB
496
Sandy Spring Bank
Maryland
$388K -$93.3K -1,365 -18%
DY
497
Dowling & Yahnke
California
$388K +$137 +2 +0%
ML
498
McAdam LLC
Pennsylvania
$384K +$3.62K +53 +0.8%
JWCA
499
J.W. Cole Advisors
Florida
$384K +$10.8K +158 +3%
BP
500
BBR Partners
New York
$380K -$80K -1,171 -16%