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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
976
Crestone Asset Management
Colorado
$4.17M -$1.11M -3,854 -21%
HT
977
Heritage Trust
Oklahoma
$4.14M +$17.3K +60 +0.4%
BCIM
978
British Columbia Investment Management
British Columbia, Canada
$4.13M -$1.73M -6,000 -30%
RG
979
Rikoon Group
New Mexico
$4.13M +$86.7K +301 +2%
FSA
980
Financial Services Advisory
Maryland
$4.12M -$2.11M -7,328 -34%
CC
981
Caxton Corporation
New Jersey
$4.11M – – –
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$4.1M -$1.32M -4,577 -25%
KLCM
983
KG&L Capital Management
Louisiana
$4.09M +$55K +191 +1%
CCM
984
Cox Capital Management
Massachusetts
$4.09M -$1.83M -6,348 -31%
CCWA
985
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.09M +$4.02M +13,951 New
CA
986
Cambridge Associates
Massachusetts
$4.07M +$2.11M +7,342 +112%
AWP
987
Ascent Wealth Partners
New York
$4.04M -$112K -390 -3%
BC
988
Brookfield Corp
Ontario, Canada
$4.02M +$2.8M +9,730 +243%
MC
989
Moors & Cabot
Massachusetts
$4.01M +$104K +362 +3%
ZIM
990
Zacks Investment Management
Illinois
$3.99M +$2.4M +8,344 +158%
FANJ
991
Financial Architects (New Jersey)
New Jersey
$3.98M -$810K -2,813 -17%
GT
992
Greenleaf Trust
Michigan
$3.98M +$180K +625 +5%
TCOO
993
Trust Company of Oklahoma
Oklahoma
$3.97M -$3.74K -13 -0.1%
MC
994
Martin & Co
Tennessee
$3.96M +$3.89M +13,525 New
CPO
995
Cerity Partners OCIO
New York
$3.95M +$10.1K +35 +0.3%
CBN
996
Cadence Bank NA
Texas
$3.93M -$78K -271 -2%
GC
997
Grimes & Company
Massachusetts
$3.92M -$331K -1,148 -8%
ST
998
Smithfield Trust
Pennsylvania
$3.92M -$130K -453 -3%
BUB
999
BBVA USA Bancshares
Texas
$3.9M -$2.59K -9 -0.1%
SLWS
1000
Swaine & Leidel Wealth Services
Florida
$3.89M +$359K +1,245 +10%
38 39
40
41 42