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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
751
Beach Investment Counsel
Pennsylvania
$1.97M – – –
WSA
752
Willow Street Advisors
Florida
$1.97M +$61.1K +345 +3%
DY
753
Dowling & Yahnke
California
$1.97M +$23.9K +135 +1%
EWA
754
Exencial Wealth Advisors
Oklahoma
$1.96M – – –
AL
755
Agran Libbie
California
$1.95M +$1.87M +10,563 New
SMC
756
Smith, Moore & Co
Missouri
$1.94M +$1.86M +10,506 New
TWA
757
TCI Wealth Advisors
Arizona
$1.94M +$387K +2,187 +26%
BT
758
Beacon Trust
New Jersey
$1.93M -$190K -1,072 -9%
BKBG
759
BHF Kleinwort Benson Group
Belgium
$1.93M -$2.56M -14,450 -58%
AA
760
Ancora Advisors
Ohio
$1.92M -$450K -2,542 -20%
GFM
761
Gramercy Funds Management
Connecticut
$1.91M -$49.7M -280,608 -96%
TCM
762
Tufton Capital Management
Maryland
$1.91M +$104K +587 +6%
CPIM
763
Columbia Partners Investment Management
Virginia
$1.91M +$861K +4,862 +89%
DWM
764
Destination Wealth Management
California
$1.91M +$1.47M +8,289 +408%
UR
765
USCA RIA
Texas
$1.85M +$116K +658 +7%
BCM
766
Basso Capital Management
Connecticut
$1.85M -$2.65M -15,000 -60%
RJT
767
Raymond James Trust
Florida
$1.84M -$1.87M -10,585 -51%
ZF
768
Zhang Financial
Michigan
$1.83M +$708 +4 +0%
EM
769
Excalibur Management
Massachusetts
$1.82M +$120K +676 +7%
CBT
770
Central Bank & Trust
Kentucky
$1.82M -$84.6K -478 -5%
EWA
771
EP Wealth Advisors
California
$1.82M -$133K -750 -7%
CAM
772
Cubic Asset Management
Massachusetts
$1.82M +$1.77K +10 +0.1%
OCM
773
Orleans Capital Management
Louisiana
$1.81M +$1.52M +8,565 +681%
AF
774
Aldebaran Financial
$1.8M +$1.72M +9,744 New
NAM
775
Nichols Asset Management
Massachusetts
$1.8M – – –
29 30
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