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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
776
Howland Capital Management
Massachusetts
$318K – – –
GCIA
777
Gabelli & Co Investment Advisers
New York
$316K -$76.7K -600 -19%
AIP
778
Ameritas Investment Partners
Nebraska
$316K – – –
DP
779
Dearborn Partners
Illinois
$316K – – –
MO
780
McMillan Office
Michigan
$316K – – –
CWG
781
Cornerstone Wealth Group
North Carolina
$316K +$23.9K +187 +10%
SVCP
782
Silicon Valley Capital Partners
California
$312K +$2.05K +16 +0.7%
IAA
783
Independent Advisor Alliance
North Carolina
$310K +$21.2K +166 +7%
EPIM
784
Evelyn Partners Investment Management
$309K – – –
ACA
785
Aptus Capital Advisors
Alabama
$308K -$109K -856 -26%
DTC
786
Davidson Trust Company
Washington
$307K – – –
CNBOF
787
City National Bank of Florida
Florida
$305K +$105K +818 +51%
PA
788
Profund Advisors
Maryland
$304K -$64.1K -501 -17%
BHWM
789
Bar Harbor Wealth Management
New Hampshire
$304K – – –
AWA
790
Alta Wealth Advisors
Massachusetts
$304K +$307K +2,403 New
ANTB
791
AMG National Trust Bank
Colorado
$304K -$25.6K -200 -8%
HFAS
792
Hummer Financial Advisory Services
Illinois
$304K – – –
WB
793
Webster Bank
Connecticut
$301K – – –
CL
794
CSS LLC
Illinois
$296K -$909K -7,110 -75%
AWM
795
Angeles Wealth Management
California
$296K +$13.6K +106 +5%
BA
796
Bridgewater Advisors
New York
$295K +$12.9K +101 +5%
CIA
797
Capital Investment Advisors
Georgia
$293K +$8.57K +67 +3%
IWM
798
IHT Wealth Management
Illinois
$293K -$13.8K -108 -4%
RS
799
R Squared
Hong Kong
$292K +$295K +2,306 New
BPAMU
800
BTG Pactual Asset Management US
New York
$292K +$55.4K +433 +23%