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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
851
Bannerstone Capital Management
Minnesota
$237K +$384 +3 +0.2%
JWS
852
Juncture Wealth Strategies
Arizona
$236K – – –
BEI
853
Benjamin Edwards Inc
Missouri
$235K +$238K +1,859 New
GWM
854
Greenwich Wealth Management
Connecticut
$235K -$437K -3,416 -65%
Capstone Investment Advisors
855
Capstone Investment Advisors
New York
$234K +$237K +1,850 New
KIA
856
KCM Investment Advisors
California
$233K +$7.03K +55 +3%
BTWM
857
Baker Tilly Wealth Management
Wisconsin
$231K +$13.7K +107 +6%
William Blair Investment Management
858
William Blair Investment Management
Illinois
$231K +$5.88K +46 +3%
PCM
859
Prelude Capital Management
New York
$229K +$231K +1,810 New
KA
860
Kovack Advisors
Florida
$229K -$2.94K -23 -1%
AA
861
Armis Advisers
Georgia
$228K +$192K +1,505 New
AR
862
Altar Rock
New York
$227K +$17.4K +136 +8%
VCM
863
Voleon Capital Management
California
$226K +$229K +1,789 New
QC
864
Quent Capital
New York
$226K -$37.5K -293 -14%
KF
865
Krilogy Financial
Missouri
$226K +$1.92K +15 +1%
HI
866
Harbour Investments
Wisconsin
$225K +$99.5K +778 +78%
Simplex Trading
867
Simplex Trading
Illinois
$225K -$1.14M -8,908 -83%
FWIA
868
Fort Washington Investment Advisors
Ohio
$223K – – –
DWA
869
Douglass Winthrop Advisors
New York
$222K +$7.03K +55 +3%
VWM
870
Venturi Wealth Management
Texas
$222K +$225K +1,757 New
TAM
871
Trillium Asset Management
Massachusetts
$222K +$15.6K +122 +7%
IAS
872
Insigneo Advisory Services
Florida
$220K -$2.43K -19 -1%
NW
873
NewEdge Wealth
Pennsylvania
$217K -$214K -1,670 -49%
VCP
874
Vista Capital Partners
Oregon
$217K +$219K +1,712 New
WFA
875
Wellspring Financial Advisors
Ohio
$216K +$218K +1,705 New