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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HB Wealth Management
Georgia
$754K +$281K +2,944 +54%
CANC
502
Culbertson A N & Co
Virginia
$754K +$58.7K +615 +8%
RF
503
Robbins Farley
New Hampshire
$754K – – –
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$751K -$11.8K -124 -1%
HIM
505
Hillsdale Investment Management
Ontario, Canada
$749K – – –
CWA
506
Consilium Wealth Advisory
Texas
$744K -$264K -2,763 -25%
WG
507
Welch Group
Alabama
$743K – – –
RT
508
Rockland Trust
Massachusetts
$739K – – –
HAIM
509
Hunter Associates Investment Management
Pennsylvania
$716K – – –
DC
510
Davenport & Co
Virginia
$710K +$42.3K +443 +6%
HAG
511
HighPoint Advisor Group
Illinois
$705K -$3.44K -36 -0.5%
WT
512
Washington Trust
Rhode Island
$704K -$11.9K -125 -2%
CGPCS
513
Capital Group Private Client Services
California
$704K -$44M -460,158 -98%
NICM
514
Neo Ivy Capital Management
New York
$695K -$2.52M -26,419 -77%
A
515
AlphaQuest
New York
$692K -$851K -8,905 -54%
AWP
516
Ascent Wealth Partners
New York
$686K +$337K +3,524 +85%
QCG
517
Quadrant Capital Group
Ohio
$681K +$588K +6,151 +424%
I
518
InvesTrust
Oklahoma
$676K – – –
TI
519
Tidal Investments
Wisconsin
$675K -$253K -2,647 -26%
IWC
520
Integrated Wealth Concepts
Massachusetts
$671K -$3.82K -40 -0.5%
SYBT
521
Stock Yards Bank & Trust
Kentucky
$671K -$202K -2,119 -22%
PVI
522
Pine Valley Investments
New Jersey
$671K -$14.3K -150 -2%
JWCA
523
J.W. Cole Advisors
Florida
$666K +$107K +1,120 +18%
Wolverine Trading
524
Wolverine Trading
Illinois
$665K -$882K -9,233 -55%
QIM
525
Quantitative Investment Management
Virginia
$659K +$406K +4,248 +136%