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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MBE
501
Michael B. Elefante
$457K – – –
VKH
502
Virtu KCG Holdings
New York
$447K -$2.02M -28,307 -82%
SM
503
Salzhauer Michael
$445K – – –
IIC
504
Ironwood Investment Counsel
Arizona
$439K – – –
AP
505
Advisor Partners
California
$438K +$4.77K +67 +1%
JWBC
506
J.W. Burns & Co
New York
$435K -$39.2K -550 -9%
RJT
507
Raymond James Trust
Florida
$429K -$40.7K -572 -9%
BIM
508
Bridges Investment Management
Nebraska
$427K -$7.47K -105 -2%
AI
509
Atria Investments
North Carolina
$422K -$30K -421 -7%
Creative Planning
510
Creative Planning
Kansas
$422K +$288K +4,049 +240%
FAAS
511
First Allied Advisory Services
California
$420K +$164K +2,303 +68%
ST
512
Smithfield Trust
Pennsylvania
$419K -$7.12K -100 -2%
PCM
513
Parsons Capital Management
Rhode Island
$418K -$14.2K -200 -3%
CCM
514
Compton Capital Management
Rhode Island
$416K -$116K -1,625 -22%
OMCS
515
Old Mutual Customised Solutions
South Africa
$412K -$85.4K -1,200 -18%
IIM
516
Intact Investment Management
Quebec, Canada
$412K – – –
BRWA
517
B. Riley Wealth Advisors
Florida
$408K -$239K -3,360 -38%
MCM
518
Manchester Capital Management
Vermont
$402K – – –
JWM
519
Jacobus Wealth Management
Wisconsin
$400K – – –
MCM
520
Murphy Capital Management
New Jersey
$397K – – –
SFM
521
Systematic Financial Management
New Jersey
$397K – – –
WAM
522
Wolverine Asset Management
Illinois
$397K +$329K +4,618 +591%
GVT
523
Genesee Valley Trust
New York
$391K +$8.97K +126 +2%
Cambridge Investment Research Advisors
524
Cambridge Investment Research Advisors
Iowa
$389K +$2.14K +30 +0.6%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$387K +$27.8K +390 +8%