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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
901
Beck Mack & Oliver
New York
$1.92M -$25.1K -125 -1%
I
902
IberiaBank
Louisiana
$1.91M +$569K +2,829 +44%
KT
903
Kanaly Trust
Texas
$1.9M +$1.04M +5,184 +127%
ACM
904
Atlanta Capital Management
Georgia
$1.9M +$1.86M +9,249 New
AF
905
Aldebaran Financial
$1.9M – – –
FA
906
FCG Advisors
New Jersey
$1.89M +$1.85M +9,212 New
AAS
907
Annex Advisory Services
Wisconsin
$1.89M +$47.6K +237 +3%
CS
908
Cannell & Spears
New York
$1.88M +$2.01K +10 +0.1%
LWM
909
LBA Wealth Management
Florida
$1.86M – – –
FSA
910
Franklin Street Advisors
North Carolina
$1.86M +$1.15M +5,722 +173%
LPT
911
Legacy Private Trust
Wisconsin
$1.85M +$2.41K +12 +0.1%
DWM
912
Destination Wealth Management
California
$1.84M -$329K -1,635 -15%
OA
913
Oxbow Advisors
Texas
$1.84M +$1.16M +5,758 +180%
EHC
914
Everett Harris & Co
California
$1.83M -$178K -885 -9%
CAM
915
Cypress Asset Management
Texas
$1.83M +$70.4K +350 +4%
BDF
916
Balasa Dinverno & Foltz
$1.82M +$20.1K +100 +1%
WAM
917
Wallington Asset Management
Indiana
$1.82M -$251K -1,250 -12%
DLHL
918
Donald L. Hagan LLC
Florida
$1.82M +$1.78M +8,835 New
AR
919
Advisory Research
Illinois
$1.81M +$1.77M +8,804 New
LWMT
920
Legacy Wealth Management (Tennessee)
Tennessee
$1.78M +$4.02K +20 +0.2%
PAMG
921
Patton Albertson Miller Group
Tennessee
$1.78M +$82.8K +412 +5%
MJP
922
Michael J. Puzo
$1.78M +$1.49M +7,425 +601%
LC
923
Lourd Capital
California
$1.77M – – –
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$1.77M +$21.3K +106 +1%
SNBOSD
925
Security National Bank of So Dak
Iowa
$1.77M +$1.29M +6,395 +291%
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