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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
476
Wedmont Private Capital
Pennsylvania
$617K +$275K +3,734 +95%
RIL
477
Rothschild Investment LLC
Illinois
$611K +$368 +5 +0.1%
BFG
478
Beacon Financial Group
Texas
$599K +$7.07K +96 +1%
BIAS
479
Beacon Investment Advisory Services
New Jersey
$591K -$184K -2,500 -25%
CRC
480
Curi RMB Capital
Illinois
$590K – – –
SF
481
Synovus Financial
Georgia
$588K -$10.2K -138 -2%
IC
482
IEQ Capital
California
$585K -$44.3K -602 -7%
ML
483
McAdam LLC
Pennsylvania
$583K -$3.98K -54 -0.9%
IA
484
IFG Advisory
Georgia
$583K +$5.08K +69 +0.9%
BFG
485
Bleakley Financial Group
New Jersey
$582K +$553K +7,508 New
CS
486
Cannell & Spears
New York
$582K – – –
KIA
487
KCM Investment Advisors
California
$564K -$188K -2,550 -26%
SIA
488
Schechter Investment Advisors
Michigan
$559K -$23.6K -320 -4%
EWM
489
Endurance Wealth Management
Rhode Island
$548K – – –
BWA
490
BDO Wealth Advisors
Florida
$546K +$13.9K +189 +3%
CAM
491
Cozad Asset Management
Illinois
$543K -$66.3K -900 -11%
DCM
492
DGS Capital Management
New Jersey
$529K +$115K +1,559 +30%
CWA
493
Choice Wealth Advisors
Maine
$524K – – –
BRWA
494
B. Riley Wealth Advisors
Florida
$514K +$484K +6,570 New
ACA
495
Anchor Capital Advisors
Massachusetts
$513K – – –
SBH
496
Segall Bryant & Hamill
Illinois
$511K – – –
MAS
497
Meeder Advisory Services
Ohio
$508K +$482K +6,551 New
TAM
498
Trillium Asset Management
Massachusetts
$507K -$97.9K -1,329 -17%
S
499
SignatureFD
Georgia
$502K +$40.4K +549 +9%
BCM
500
Brookstone Capital Management
Illinois
$501K +$3.39K +46 +0.7%
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