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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
826
Van Cleef Asset Management
Ohio
$390K – – –
PCP
827
Proficio Capital Partners
Massachusetts
$389K +$353K +2,291 New
KFI
828
Key Financial Inc
Pennsylvania
$385K – – –
VWM
829
Venturi Wealth Management
Texas
$382K +$76.2K +494 +28%
FRA
830
Frank Rimerman Advisors
California
$382K +$13.1K +85 +4%
SIS
831
Sound Income Strategies
Florida
$381K +$300K +1,947 +649%
CWG
832
Cornerstone Wealth Group
North Carolina
$378K +$27K +175 +9%
RRA
833
Round Rock Advisors
Connecticut
$376K – – –
CPWA
834
Cerro Pacific Wealth Advisors
California
$374K -$50.4K -327 -13%
BCM
835
Becker Capital Management
Oregon
$374K +$17.1K +111 +5%
IBOK
836
Independence Bank of Kentucky
Kentucky
$373K – – –
QL
837
Quarry LP
New York
$371K +$282K +1,826 +507%
SWP
838
Stratos Wealth Partners
Ohio
$369K +$2.93K +19 +0.9%
TFS
839
Thoroughbred Financial Services
Tennessee
$367K +$7.09K +46 +2%
TBA
840
Tower Bridge Advisors
Pennsylvania
$365K -$3.85K -25 -1%
BWP
841
BSW Wealth Partners
Colorado
$363K +$34.4K +223 +12%
TC
842
Truvestments Capital
Florida
$362K – – –
LS
843
Livforsakringsbolaget Skandia
Sweden
$361K – – –
GIA
844
GHP Investment Advisors
Colorado
$358K -$27.1K -176 -8%
MAM
845
Mystic Asset Management
Rhode Island
$356K – – –
SP
846
Stablepoint Partners
Massachusetts
$355K – – –
BA
847
Bridgewater Advisors
New York
$353K -$3.39K -22 -1%
JWBC
848
J.W. Burns & Co
New York
$353K -$3.08K -20 -1%
ALAM
849
Asahi Life Asset Management
Japan
$353K +$321K +2,080 New
CVM
850
Cheviot Value Management
California
$351K – – –
32 33
34
35 36