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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
GITFIT
526
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$707K – – –
BCM
527
Brookstone Capital Management
Illinois
$706K +$67.4K +712 +11%
AIM
528
Aigen Investment Management
New York
$700K -$1.9M -20,019 -74%
HW
529
Hancock Whitney
Mississippi
$698K +$674K +7,115 New
DG
530
DMC Group
Alabama
$697K +$7.29K +77 +1%
S
531
SignatureFD
Georgia
$682K +$4.64K +49 +0.7%
CWA
532
Choice Wealth Advisors
Maine
$663K – – –
KPPF
533
Klein Pavlis & Peasley Financial
California
$662K -$7.2K -76 -1%
BMCM
534
Bryn Mawr Capital Management
Pennsylvania
$655K -$390K -4,116 -38%
TCWM
535
Total Clarity Wealth Management
Illinois
$650K -$74.2K -784 -11%
PAS
536
Park Avenue Securities
New York
$650K +$156K +1,651 +33%
CL
537
CSS LLC
Illinois
$646K -$50.2K -530 -7%
MCM
538
MAI Capital Management
Ohio
$645K +$111K +1,172 +22%
RGC
539
Roberts, Glore & Co
Illinois
$637K -$38.1K -402 -6%
SIA
540
Schechter Investment Advisors
Michigan
$635K -$19.1K -202 -3%
SAG
541
SageView Advisory Group
California
$626K +$8.14K +86 +1%
JWCA
542
J.W. Cole Advisors
Florida
$620K – – –
HCPC
543
Hamilton Capital Partners (Canada)
$618K – – –
ESBC
544
E.S. Barr & Co
Kentucky
$613K – – –
CC
545
Chicago Capital
Illinois
$613K – – –
ACA
546
Anchor Capital Advisors
Massachusetts
$611K – – –
SHF
547
Safe Harbor Fiduciary
Florida
$605K -$12.1K -128 -2%
JF
548
Jump Financial
Illinois
$603K -$5.48M -57,912 -90%
LA
549
Legacy Advisors
Pennsylvania
$594K -$432K -4,561 -43%
CT
550
Chicago Trust
Illinois
$594K -$34.4K -363 -6%
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