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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KSA
901
Ken Stern & Associates
California
$4.16M +$201K +738 +5%
BRWA
902
B. Riley Wealth Advisors
Florida
$4.16M -$485K -1,776 -10%
NF
903
Nikulski Financial
Iowa
$4.14M +$325K +1,192 +8%
CIA
904
Capital Investment Advisors
Georgia
$4.13M +$859K +3,146 +25%
NA
905
Navellier & Associates
Nevada
$4.11M +$4.26M +15,623 New
FSA
906
Franklin Street Advisors
North Carolina
$4.1M +$1.09K +4 +0%
HM
907
Harvest Management
New York
$4.08M – – –
NFC
908
Northeast Financial Consultants
Connecticut
$4.04M +$203K +742 +5%
JWBC
909
J.W. Burns & Co
New York
$4.04M -$126K -461 -3%
BW
910
Bison Wealth
Georgia
$3.98M +$124K +453 +3%
RTS
911
Round Table Services
New Jersey
$3.97M -$121K -443 -3%
LPC
912
Loeb Partners Corp
New York
$3.93M – – –
ACI
913
AMP Capital Investors
Australia
$3.93M -$328K -1,200 -7%
IWA
914
IBEX Wealth Advisors
New Jersey
$3.92M +$4.16M +15,226 New
WDL
915
Well Done LLC
Michigan
$3.92M -$317K -1,162 -7%
CAM
916
Columbia Asset Management
Michigan
$3.92M +$12.8K +47 +0.3%
BAM
917
Barrett Asset Management
New York
$3.9M -$68.5K -251 -2%
RG
918
Raynor Geoffrey
$3.89M +$3M +10,990 +289%
KWM
919
Kingsview Wealth Management
Oregon
$3.85M -$187K -684 -4%
CAM
920
Carret Asset Management
New York
$3.85M +$179K +656 +5%
MC
921
Middleton & Co
Massachusetts
$3.81M -$120K -439 -3%
WPA
922
West Paces Advisors
Georgia
$3.78M -$161K -591 -4%
SFA
923
Sequoia Financial Advisors
Ohio
$3.77M -$406K -1,486 -9%
BWA
924
BDO Wealth Advisors
Florida
$3.77M +$1.19M +4,376 +44%
IBOK
925
Independence Bank of Kentucky
Kentucky
$3.77M +$3.8M +13,939 +3,707%
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