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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
476
Kula Investments
Illinois
$606K +$675K +8,012 New
SS
477
Simplicity Solutions
Minnesota
$606K +$319K +3,783 +89%
HAIM
478
Hunter Associates Investment Management
Pennsylvania
$606K – – –
LP
479
LMR Partners
United Kingdom
$606K +$331K +3,934 +97%
BFG
480
Bleakley Financial Group
New Jersey
$606K +$41.4K +492 +7%
DT
481
Diversified Trust
Tennessee
$601K +$264K +3,137 +65%
RIL
482
Rothschild Investment LLC
Illinois
$597K +$1.26K +15 +0.2%
PTC
483
Petrus Trust Company
Texas
$571K +$635K +7,538 New
BIAS
484
Beacon Investment Advisory Services
New Jersey
$569K -$8.42K -100 -1%
CS
485
Cannell & Spears
New York
$568K – – –
IA
486
IFG Advisory
Georgia
$564K -$6.49K -77 -1%
QT
487
Quantamental Technologies
New York
$562K +$626K +7,430 New
AWM
488
Apollon Wealth Management
South Carolina
$561K -$77.8K -924 -11%
LCWP
489
Legacy Capital Wealth Partners
Arkansas
$560K +$623K +7,394 New
WPC
490
Wedmont Private Capital
Pennsylvania
$558K -$35.6K -423 -6%
VF
491
Virtu Financial
New York
$551K +$613K +7,279 New
IWC
492
Integrated Wealth Concepts
Massachusetts
$548K +$372K +4,421 +157%
BWA
493
BDO Wealth Advisors
Florida
$544K +$12.8K +152 +2%
QOP
494
Quinn Opportunity Partners
Virginia
$543K -$84.2K -1,000 -12%
FHC
495
First Heartland Consultants
Missouri
$540K +$90.5K +1,074 +18%
SIA
496
Schechter Investment Advisors
Michigan
$540K -$6.23K -74 -1%
CRC
497
Curi RMB Capital
Illinois
$537K -$42.3K -502 -7%
DCM
498
DGS Capital Management
New Jersey
$536K +$21.6K +257 +4%
TMAM
499
Tokio Marine Asset Management
Japan
$535K +$68.6K +815 +13%
EWM
500
Endurance Wealth Management
Rhode Island
$535K – – –
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