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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
501
Hunter Associates Investment Management
Pennsylvania
$592K – – –
OTPPB
502
Ontario Teachers' Pension Plan Board
Ontario, Canada
$590K -$697K -9,348 -54%
IPW
503
Impact Partnership Wealth
Georgia
$586K +$105K +1,413 +22%
CANC
504
Culbertson A N & Co
Virginia
$585K -$9.32K -125 -2%
IWC
505
Integrated Wealth Concepts
Massachusetts
$575K +$26.6K +357 +5%
TMAM
506
Tokio Marine Asset Management
Japan
$575K – – –
AC
507
Arjuna Capital
North Carolina
$575K +$5.29K +71 +0.9%
SIA
508
Schechter Investment Advisors
Michigan
$573K -$2.91K -39 -0.5%
IC
509
IEQ Capital
California
$571K +$41.4K +556 +8%
MC
510
Maverick Capital
Texas
$567K +$150K +2,014 +36%
RGC
511
Roberts, Glore & Co
Illinois
$561K – – –
PTC
512
Petrus Trust Company
Texas
$551K +$196K +2,636 +55%
Envestnet Portfolio Solutions
513
Envestnet Portfolio Solutions
Illinois
$549K -$64.7K -868 -10%
AM
514
AGF Management
Ontario, Canada
$535K +$539K +7,227 New
GITFIT
515
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$533K – – –
CI
516
CX Institutional
Indiana
$528K +$1.27K +17 +0.2%
BCM
517
Brookstone Capital Management
Illinois
$526K -$94.8K -1,272 -17%
DG
518
DMC Group
Alabama
$522K -$13.3K -178 -2%
PSC
519
Portman Square Capital
United Kingdom
$521K +$272K +3,646 +107%
BFG
520
Bleakley Financial Group
New Jersey
$518K -$10.1K -135 -2%
SW
521
Simplicity Wealth
New Jersey
$518K -$7.23K -97 -1%
S
522
SignatureFD
Georgia
$512K -$969 -13 -0.2%
KPPF
523
Klein Pavlis & Peasley Financial
California
$511K +$27.9K +374 +6%
VSQM
524
V-Square Quantitative Management
Illinois
$510K -$9.47K -127 -2%
CWA
525
Choice Wealth Advisors
Maine
$500K – – –