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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
526
HighPoint Advisor Group
Illinois
$560K -$38.7K -522 -7%
DG
527
DMC Group
Alabama
$559K +$445 +6 +0.1%
BIM
528
Bridges Investment Management
Nebraska
$559K -$81.6K -1,100 -13%
GITFIT
529
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$557K +$37.1K +500 +7%
IC
530
IEQ Capital
California
$553K +$6.3K +85 +1%
BFG
531
Bleakley Financial Group
New Jersey
$552K -$6.01K -81 -1%
TI
532
Tidal Investments
Wisconsin
$552K +$33.2K +448 +7%
CI
533
CX Institutional
Indiana
$551K +$8.75K +118 +2%
NIM
534
NEOS Investment Management
Connecticut
$551K +$204K +2,746 +63%
Wolverine Trading
535
Wolverine Trading
Illinois
$550K +$528K +7,117 New
SW
536
Simplicity Wealth
New Jersey
$549K +$527K +7,103 New
FTDI
537
First Trust Direct Indexing
Massachusetts
$548K +$5.12K +69 +1%
VSQM
538
V-Square Quantitative Management
Illinois
$542K
S
539
SignatureFD
Georgia
$536K +$890 +12 +0.2%
MRCM
540
M&R Capital Management
New Jersey
$532K -$51.3K -691 -9%
DA
541
Duality Advisers
Florida
$526K +$233K +3,143 +86%
NW
542
NewEdge Wealth
Pennsylvania
$525K +$32.5K +438 +7%
CWA
543
Choice Wealth Advisors
Maine
$522K
BHC
544
Bowen Hanes & Co
Florida
$510K
KPPF
545
Klein Pavlis & Peasley Financial
California
$505K -$48.1K -649 -9%
KOCAA
546
Knights of Columbus Asset Advisors
Connecticut
$505K -$23.7K -319 -5%
ML
547
McAdam LLC
Pennsylvania
$503K +$4.23K +57 +0.9%
IPW
548
Impact Partnership Wealth
Georgia
$503K -$84.2K -1,135 -15%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$498K +$12.2K +165 +3%
AIM
550
Aigen Investment Management
New York
$497K +$115K +1,550 +32%