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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
876
Cypress Capital Group
Florida
$1.05M +$23.9K +130 +2%
IC
877
Inverness Counsel
New York
$1.04M – – –
IPC
878
Independent Portfolio Consultants
Florida
$1.04M +$1.02M +5,550 New
ZIM
879
Zacks Investment Management
Illinois
$1.03M -$396K -2,155 -28%
GT
880
Greenleaf Trust
Michigan
$1.03M -$150K -820 -13%
PCTC
881
Perkins Coie Trust Company
Washington
$1.03M – – –
BOK
882
Bank of Kentucky
Kentucky
$1.03M -$107K -582 -10%
HCA
883
Harbour Capital Advisors
Virginia
$1.02M – – –
MFBTD
884
MB Financial Bank - Trust Department
Illinois
$1.01M -$419K -2,283 -30%
SKK
885
Shepherd Kaplan Krochuk
Massachusetts
$1M -$3.19M -17,357 -76%
GJIC
886
Gamble Jones Investment Counsel
California
$997K -$107K -585 -10%
FIM
887
Frontier Investment Management
Texas
$992K -$52.7K -287 -5%
NGA
888
Naples Global Advisors
Florida
$989K +$258K +1,408 +36%
BWP
889
Baldwin Wealth Partners
Massachusetts
$976K +$17.3K +94 +2%
BEC
890
Blue Edge Capital
Virginia
$974K -$40.6K -221 -4%
I
891
IberiaBank
Louisiana
$973K -$479K -2,612 -33%
LIM
892
Loudon Investment Management
New Hampshire
$969K -$182K -991 -16%
CT
893
Coastline Trust
Rhode Island
$966K +$79.8K +435 +9%
CCS
894
Crosspoint Capital Strategies
California
$958K -$280K -1,525 -23%
TSW
895
Thompson Siegel & Walmsley
Virginia
$951K -$366K -1,995 -28%
RTS
896
Round Table Services
New Jersey
$950K -$1.43M -7,818 -61%
WCP
897
Welch Capital Partners
New York
$946K +$402K +2,190 +76%
RTIM
898
Round Table Investment Management
North Carolina
$944K +$927K +5,050 New
JFA
899
JNBA Financial Advisors
Minnesota
$939K – – –
LCG
900
Luxor Capital Group
New York
$937K -$189M -1,031,489 -100%
34 35
36
37 38