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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CANC
501
Culbertson A N & Co
Virginia
$754K +$58.7K +615 +8%
RF
502
Robbins Farley
New Hampshire
$754K
FMWA
503
Forvis Mazars Wealth Advisors
Missouri
$751K -$11.8K -124 -1%
HIM
504
Hillsdale Investment Management
Ontario, Canada
$749K
CWA
505
Consilium Wealth Advisory
Texas
$744K -$264K -2,763 -25%
WG
506
Welch Group
Alabama
$743K
RT
507
Rockland Trust
Massachusetts
$739K
HAIM
508
Hunter Associates Investment Management
Pennsylvania
$716K
DC
509
Davenport & Co
Virginia
$710K +$42.3K +443 +6%
HAG
510
HighPoint Advisor Group
Illinois
$705K -$3.44K -36 -0.5%
WT
511
Washington Trust
Rhode Island
$704K -$11.9K -125 -2%
CGPCS
512
Capital Group Private Client Services
California
$704K -$44M -460,158 -98%
NICM
513
Neo Ivy Capital Management
New York
$695K -$2.52M -26,419 -77%
A
514
AlphaQuest
New York
$692K -$851K -8,905 -54%
AWP
515
Ascent Wealth Partners
New York
$686K +$337K +3,524 +85%
QCG
516
Quadrant Capital Group
Ohio
$681K +$588K +6,151 +424%
I
517
InvesTrust
Oklahoma
$676K
TI
518
Tidal Investments
Wisconsin
$675K -$253K -2,647 -26%
IWC
519
Integrated Wealth Concepts
Massachusetts
$671K -$3.82K -40 -0.5%
SYBT
520
Stock Yards Bank & Trust
Kentucky
$671K -$202K -2,119 -22%
PVI
521
Pine Valley Investments
New Jersey
$671K -$14.3K -150 -2%
JWCA
522
J.W. Cole Advisors
Florida
$666K +$107K +1,120 +18%
Wolverine Trading
523
Wolverine Trading
Illinois
$665K -$882K -9,233 -55%
QIM
524
Quantitative Investment Management
Virginia
$659K +$406K +4,248 +136%
DG
525
DMC Group
Alabama
$658K +$24.3K +254 +4%