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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
526
B. Riley Wealth Advisors
Florida
$378K -$56.7K -804 -13%
DCM
527
DGS Capital Management
New Jersey
$377K -$91.7K -1,300 -19%
MNBTD
528
Moody National Bank Trust Division
Texas
$374K -$27.6K -392 -7%
WE
529
Wealth Effects
Massachusetts
$372K – – –
VWA
530
VERITY Wealth Advisors
United States
$371K – – –
AIS
531
AM Investment Strategies
Tennessee
$371K +$282 +4 +0.1%
MAM
532
Mystic Asset Management
Rhode Island
$368K – – –
QCM
533
Qsemble Capital Management
New York
$368K +$388K +5,500 New
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$368K +$16.3K +231 +4%
BIC
535
Beach Investment Counsel
Pennsylvania
$363K – – –
EAM
536
Evanson Asset Management
California
$362K – – –
SFM
537
Systematic Financial Management
New Jersey
$362K – – –
GAM
538
Guinness Asset Management
United Kingdom
$359K -$42.5K -603 -10%
IIC
539
Ironwood Investment Counsel
Arizona
$359K +$15.9K +225 +4%
SPIA
540
Steward Partners Investment Advisory
New York
$358K -$81.1K -1,150 -18%
VSQM
541
V-Square Quantitative Management
Illinois
$357K +$197K +2,800 +110%
CSC
542
Caldwell Sutter Capital
California
$355K – – –
PWP
543
Private Wealth Partners
California
$355K +$56.4K +800 +18%
SP
544
Symmetry Partners
Connecticut
$350K -$146K -2,069 -28%
AWM
545
Aries Wealth Management
Maine
$346K – – –
FFM
546
Forum Financial Management
Illinois
$344K – – –
TCWM
547
Total Clarity Wealth Management
Illinois
$343K +$361K +5,121 New
CG
548
Colony Group
Massachusetts
$342K – – –
JMFC
549
J.M. Forbes & Co
Massachusetts
$337K -$8.82K -125 -2%
GWM
550
Greenwich Wealth Management
Connecticut
$337K +$3.53K +50 +1%
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