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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
576
Delta Investment Management
California
$728K
LA
577
LVW Advisors
New York
$723K +$11.5K +96 +2%
WE
578
Wealth Effects
Massachusetts
$717K
Fisher Asset Management
579
Fisher Asset Management
Washington
$714K +$207K +1,732 +46%
KPWS
580
Kestra Private Wealth Services
Texas
$712K +$66.1K +552 +11%
I
581
InvesTrust
Oklahoma
$710K -$245K -2,043 -27%
RWM
582
Ritholtz Wealth Management
New York
$709K +$173K +1,442 +36%
JF
583
JMN Financial
Ohio
$706K +$656K +5,475 New
VI
584
Vestcor Inc
New Brunswick, Canada
$703K
FFM
585
Forum Financial Management
Illinois
$701K -$1.44K -12 -0.2%
FCM
586
Fortis Capital Management
Washington
$697K +$15.9K +133 +3%
LFA
587
Legacy Financial Advisors
Kentucky
$697K -$263K -2,195 -29%
SFM
588
Systematic Financial Management
New Jersey
$697K
RZH
589
Relyea Zuckerberg Hanson
Connecticut
$696K -$5.03K -42 -0.8%
MFS
590
Mirabella Financial Services
United Kingdom
$682K +$633K +5,289 New
MFA
591
Mayflower Financial Advisors
Massachusetts
$681K +$5.87K +49 +0.9%
GWM
592
Greenwich Wealth Management
Connecticut
$680K -$7.9K -66 -1%
NCM
593
Northside Capital Management
Oregon
$676K -$70.1K -585 -10%
AWM
594
Avior Wealth Management
Nebraska
$676K -$262K -2,185 -29%
CPIG
595
Chicago Partners Investment Group
Illinois
$675K +$9.94K +83 +2%
AP
596
Anchyra Partners
Georgia
$673K +$625K +5,217 New
WCA
597
Westover Capital Advisors
Delaware
$668K +$620K +5,175 New
CCM
598
Coldstream Capital Management
Washington
$653K +$13.2K +110 +2%
VT
599
Vise Technologies
New York
$648K +$118K +987 +24%
SGAM
600
Smith Group Asset Management
Texas
$645K -$26.6K -222 -4%