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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
QLSGSCF
801
Quent Long Short Global Small Cap Fund
New York
$268K +$249K +2,079 New
BPW
802
Bingham Private Wealth
California
$268K +$249K +2,077 New
CVM
803
Cheviot Value Management
California
$265K – – –
NB
804
NBT Bank
New York
$264K -$10.4K -87 -4%
NP
805
NorthRock Partners
Minnesota
$262K -$334K -2,790 -58%
MA
806
Mutual Advisors
Nebraska
$260K -$4.31K -36 -2%
KA
807
KLCM Advisors
Wisconsin
$258K – – –
SWP
808
Stratos Wealth Partners
Ohio
$257K +$1.08K +9 +0.5%
CIAS
809
CFS Investment Advisory Services
New Jersey
$251K +$6.95K +58 +3%
WWM
810
Western Wealth Management
Colorado
$250K -$6.23K -52 -3%
RBC
811
Romano Brothers & Co
Illinois
$249K – – –
PA
812
Perennial Advisors
New York
$248K -$8.98K -75 -4%
SCA
813
Snowden Capital Advisors
New York
$247K +$229K +1,914 New
RPWA
814
Regent Peak Wealth Advisors
Georgia
$246K +$7.18K +60 +3%
HCM
815
Howard Capital Management
Georgia
$246K +$1.2K +10 +0.5%
KFC
816
Klingenstein Fields & Co
New York
$245K – – –
BPAMU
817
BTG Pactual Asset Management US
New York
$241K +$224K +1,871 New
DWM
818
Drive Wealth Management
Utah
$241K +$1.2K +10 +0.5%
BCM
819
Bannerstone Capital Management
Minnesota
$241K +$224K +1,870 New
JWS
820
Juncture Wealth Strategies
Arizona
$241K -$12K -100 -5%
CWG
821
Cornerstone Wealth Group
North Carolina
$241K +$224K +1,868 New
AWM
822
Axxcess Wealth Management
California
$240K +$222K +1,857 New
PFM
823
Patton Fund Management
Texas
$238K -$81.2K -678 -27%
KA
824
Kovack Advisors
Florida
$235K +$218K +1,821 New
BA
825
Bridgewater Advisors
New York
$234K +$3.71K +31 +2%
31 32
33
34 35