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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MM
501
MQS Management
New York
$528K +$476K +6,821 New
IWC
502
Integrated Wealth Concepts
Massachusetts
$527K -$260K -3,726 -35%
CWA
503
Choice Wealth Advisors
Maine
$523K – – –
SIA
504
Schechter Investment Advisors
Michigan
$523K -$19.7K -283 -4%
NW
505
NewEdge Wealth
Pennsylvania
$522K +$469K +6,734 New
GITFIT
506
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$519K – – –
TI
507
Tidal Investments
Wisconsin
$518K +$24.3K +348 +5%
BHC
508
Bowen Hanes & Co
Florida
$511K -$242K -3,475 -34%
KAS
509
Kestra Advisory Services
Texas
$511K +$28.1K +403 +7%
JIC
510
Johnson Investment Counsel
Ohio
$510K -$83.7K -1,200 -15%
ML
511
McAdam LLC
Pennsylvania
$500K -$9.9K -142 -2%
ACA
512
Anchor Capital Advisors
Massachusetts
$496K -$1.74K -25 -0.4%
JWCA
513
J.W. Cole Advisors
Florida
$493K +$139 +2 +0%
BCM
514
Brookstone Capital Management
Illinois
$489K -$72.3K -1,037 -14%
OC
515
Oppenheimer & Co
New York
$487K – – –
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$486K +$25K +358 +6%
ESBC
517
E.S. Barr & Co
Kentucky
$484K +$436K +6,250 New
CC
518
Chicago Capital
Illinois
$484K – – –
GS
519
GTS Securities
Florida
$484K +$194K +2,781 +80%
Nomura Holdings
520
Nomura Holdings
Japan
$482K +$434K +6,222 New
BRWA
521
B. Riley Wealth Advisors
Florida
$480K +$39K +559 +10%
SAG
522
SageView Advisory Group
California
$479K +$447K +6,405 New
TBNY
523
Trustco Bank (New York)
New York
$477K – – –
PA
524
Pinnacle Associates
New York
$474K +$82.8K +1,187 +24%
HIA
525
Harbor Investment Advisory
Maryland
$468K +$2.86K +41 +0.7%