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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1201
Corundum Group
Colorado
$365K +$78.4K +380 +27%
CRC
1202
Curi RMB Capital
Illinois
$363K -$87.1K -422 -19%
KPCM
1203
Kings Point Capital Management
New York
$363K +$619 +3 +0.2%
CFSG
1204
Community Financial Services Group
Vermont
$362K +$31K +150 +9%
AI
1205
ArchPoint Investors
Florida
$361K – – –
GWCM
1206
Godshalk Welsh Capital Management
Pennsylvania
$361K – – –
HL
1207
HeadInvest LLC
Maine
$360K -$73.3K -355 -17%
IIC
1208
Ironwood Investment Counsel
Arizona
$359K +$38.4K +186 +12%
RC
1209
Roundview Capital
New Jersey
$359K +$51.8K +251 +17%
DR
1210
Davis Rea
Ontario, Canada
$354K -$31K -150 -8%
KCM
1211
Karp Capital Management
California
$352K +$134K +650 +62%
OA
1212
OFI Advisors
Pennsylvania
$347K +$34.9K +169 +11%
SCM
1213
Schnieders Capital Management
California
$347K +$75.5K +366 +28%
ZB
1214
Zions Bancorporation
Utah
$347K +$347K +1,681 New
BIC
1215
Bridges Investment Counsel
Nebraska
$345K -$4.13K -20 -1%
WPP
1216
Whalerock Point Partners
Rhode Island
$344K – – –
ZCI
1217
Zevenbergen Capital Investments
Washington
$342K – – –
AIM
1218
Arcadia Investment Management
Michigan
$336K – – –
GIA
1219
Granite Investment Advisors
New Hampshire
$335K -$61.9K -300 -16%
SAM
1220
Solaris Asset Management
New York
$334K -$99.7K -483 -23%
SRC
1221
Shufro Rose & Co
New York
$334K +$9.08K +44 +3%
NPIT
1222
National Penn Investors Trust
Pennsylvania
$333K – – –
BO
1223
BRR OpCo
Ohio
$327K -$5.99K -29 -2%
FPCG
1224
Fort Pitt Capital Group
Pennsylvania
$327K +$327K +1,584 New
TDC
1225
Thompson Davis & Co
Virginia
$326K +$33.6K +163 +12%
47 48
49
50 51