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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
FC
876
FORA Capital
Florida
– -$221K -3,037 Closed
HI
877
Horizon Investments
North Carolina
– -$210K -2,887 Closed
MF
878
Magnetar Financial
Illinois
– -$204K -2,800 Closed
HIIFS
879
Harel Insurance Investments & Financial Services
Israel
– -$195K -1,481 Closed
RPWA
880
Regent Peak Wealth Advisors
Georgia
– -$105K -1,437 Closed
PWM
881
Perigon Wealth Management
California
– -$86K -1,182 Closed
BWM
882
Birchcreek Wealth Management
Ohio
– -$69K -956 Closed
PS
883
Planned Solutions
California
– -$66K -900 Closed
VCG
884
Vantage Consulting Group
Virginia
– -$53K -731 Closed
FWM
885
FSA Wealth Management
Massachusetts
– -$36K -500 Closed
NIM
886
NuWave Investment Management
New Jersey
– -$32K -440 Closed
PWPS
887
Pinnacle Wealth Planning Services
Ohio
– -$26K -368 Closed
Group One Trading
888
Group One Trading
Illinois
– -$25.9K -335 Closed
MCM
889
McMillion Capital Management
North Carolina
– -$22K -296 Closed
CCA
890
Childress Capital Advisors
Texas
– -$17K -229 Closed
CYG
891
Clean Yield Group
Vermont
– -$15K -200 Closed
PFO
892
Pathstone Family Office
New Jersey
– -$14K -186 Closed
EA
893
Elm Advisors
California
– -$13K -175 Closed
AWG
894
Altus Wealth Group
Colorado
– -$10K -140 Closed
SIM
895
Sonora Investment Management
Arizona
– -$8K -104 Closed
TWM
896
Tradition Wealth Management
Minnesota
– -$6K -79 Closed
CWM
897
Cranbrook Wealth Management
Michigan
– -$5K -71 Closed
BCMIO
898
Beacon Capital Management Inc (Ohio)
Ohio
– -$3K -45 Closed
JFGIW
899
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$3K -40 Closed
CAAS
900
Capital Asset Advisory Services
Michigan
– -$2K -33 Closed