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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1251
Forte Capital
New York
$436K -$136K -695 -25%
PAA
1252
Peregrine Asset Advisers
Oregon
$433K -$15.2K -78 -4%
KFA
1253
Kelleher Financial Advisors
New York
$429K -$48K -246 -11%
O
1254
OppenheimerFunds
New York
$426K -$156K -800 -28%
TP
1255
Truvvo Partners
New York
$423K -$2.83M -14,501 -88%
FIB
1256
First Interstate Bank
Montana
$422K +$61.1K +313 +18%
DIA
1257
Dana Investment Advisors
Wisconsin
$420K -$343K -1,756 -46%
ACM
1258
Alta Capital Management
Utah
$418K -$1.33M -6,840 -77%
WEC
1259
Winslow Evans & Crocker
Massachusetts
$416K -$15K -77 -4%
KSA
1260
Ken Stern & Associates
California
$412K – – –
TAM
1261
Trust Asset Management
Texas
$412K – – –
SFSG
1262
Stearns Financial Services Group
North Carolina
$411K -$80.8K -414 -17%
KAM
1263
Kassirer Asset Management
Ontario, Canada
$411K – – –
W
1264
Wealthfront
California
$411K +$36.3K +186 +10%
JMH
1265
J.M. Hartwell
New York
$411K +$390K +2,000 New
FWP
1266
FAS Wealth Partners
Kansas
$405K – – –
OBWP
1267
O'Brien Wealth Partners
Massachusetts
$403K +$2.15K +11 +0.6%
FHC
1268
First Houston Capital
Texas
$401K -$106K -545 -22%
GC
1269
Gibson Capital
Pennsylvania
$401K – – –
TFA
1270
Toth Financial Advisory
Virginia
$399K +$144K +737 +61%
BCP
1271
Blue Chip Partners
Michigan
$396K +$1.76K +9 +0.5%
SCG
1272
Sonata Capital Group
Washington
$395K -$19.5K -100 -5%
WSCM
1273
Wellington Shields Capital Management
New York
$395K +$150K +771 +67%
BO
1274
BRR OpCo
Ohio
$392K +$4.49K +23 +1%
CIP
1275
Chartwell Investment Partners
Pennsylvania
$390K -$800K -4,100 -68%
49 50
51
52 53