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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
726
Central Bank & Trust
Kentucky
$11K – – –
M
727
Mirova
France
$11K – – –
ETC
728
Exchange Traded Concepts
Oklahoma
$11K +$10.5K +174 New
CFGS
729
Concourse Financial Group Securities
Alabama
$10K -$95.2K -1,578 -91%
KPW
730
Kore Private Wealth
New York
$10K -$5.01K -83 -33%
CHC
731
City Holding Co
West Virginia
$9K – – –
SIC
732
Salem Investment Counselors
North Carolina
$8K – – –
SL
733
Savior LLC
Massachusetts
$8K +$4.35K +72 +120%
MHR
734
Matthew Hamilton Rosenberg
$8K +$7.79K +129 New
SWA
735
Sutton Wealth Advisors
Florida
$7.75K +$302 +5 +4%
MWA
736
MFA Wealth Advisors
Pennsylvania
$7.05K +$6.7K +111 New
NICM
737
Neo Ivy Capital Management
New York
$7K -$31.2K -517 -83%
SFSIG
738
San Francisco Sentry Investment Group
California
$7K -$3.56K -59 -35%
CFO
739
CVA Family Office
Colorado
$7K – – –
TL
740
TrueWealth LLC
Georgia
$7K – – –
GWS
741
Glassman Wealth Services
Virginia
$7K +$2.6K +43 +60%
SIM
742
Sonora Investment Management
Arizona
$7K +$6.28K +104 New
CFD
743
Creative Financial Designs
Indiana
$7K +$6.34K +105 New
RA
744
Rational Advisors
New York
$7K +$6.94K +115 New
BFEC
745
Benjamin F. Edwards & Company
Missouri
$6K -$47.1K -781 -88%
EIP
746
Ellis Investment Partners
Pennsylvania
$6K – – –
KTC
747
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
NSIM
748
North Star Investment Management
Illinois
$6K – – –
TIM
749
Tortoise Investment Management
New York
$6K – – –
FMP
750
Financial Management Professionals
Texas
$6K +$5.25K +87 New
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30
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