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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
876
Bison Wealth
Georgia
$4.44M +$129K +453 +3%
MPM
877
Meritage Portfolio Management
Kansas
$4.43M +$56.1K +197 +1%
ONST
878
Old North State Trust
North Carolina
$4.43M +$4.34M +15,236 New
PG
879
Patten Group
Tennessee
$4.42M -$636K -2,233 -13%
MC
880
Moors & Cabot
Massachusetts
$4.38M -$86K -302 -2%
SAM
881
Sompo Asset Management
Japan
$4.38M +$1.93M +6,780 +82%
IFWM
882
Institute for Wealth Management
Colorado
$4.37M -$2.37M -8,322 -36%
CIM
883
Confluence Investment Management
Missouri
$4.36M +$107K +376 +3%
BA
884
Bristol Advisors
Pennsylvania
$4.36M +$2.62M +9,200 +153%
SFA
885
Sequoia Financial Advisors
Ohio
$4.33M +$210K +739 +5%
DSI
886
Daiwa SB Investments
Japan
$4.32M +$2.58M +9,050 +156%
RG
887
Raynor Geoffrey
$4.3M – – –
KJHP
888
K.J. Harrison & Partners
Ontario, Canada
$4.29M +$106K +373 +3%
ST
889
Smithfield Trust
Pennsylvania
$4.25M -$773K -2,714 -16%
KKRC
890
Kohlberg Kravis Roberts & Co
New York
$4.25M +$28.5K +100 +0.7%
IWA
891
IBEX Wealth Advisors
New Jersey
$4.24M -$197K -693 -5%
CAM
892
Carret Asset Management
New York
$4.21M -$81.4K -286 -2%
CA
893
CastleArk Alternatives
Illinois
$4.21M – – –
PAM
894
Private Asset Management
California
$4.21M +$118K +416 +3%
IIA
895
IPG Investment Advisors
California
$4.18M +$106K +373 +3%
BIC
896
Beach Investment Counsel
Pennsylvania
$4.16M – – –
ACP
897
Aveo Capital Partners
Colorado
$4.15M -$328K -1,151 -7%
SFS
898
Sowell Financial Services
Arkansas
$4.13M +$368K +1,291 +10%
OFW
899
Omnia Family Wealth
Florida
$4.11M +$12.2K +43 +0.3%
TI
900
Truepoint Inc
Ohio
$4.11M +$239K +838 +6%
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37 38