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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
1251
Fairview Capital Investment Management
California
$454K – – –
MMG
1252
Monetary Management Group
Missouri
$446K -$77.8K -375 -15%
PFC
1253
Poplar Forest Capital
California
$444K -$3.11K -15 -0.7%
PAA
1254
Peregrine Asset Advisers
Oregon
$441K – – –
FC
1255
Forte Capital
New York
$436K -$8.3K -40 -2%
LJAC
1256
L.J. Altfest & Co
New York
$434K -$195K -939 -31%
FSCM
1257
Front Street Capital Management
Montana
$434K +$430K +2,072 New
SRC
1258
Shufro Rose & Co
New York
$433K +$71K +342 +20%
FIB
1259
First Interstate Bank
Montana
$430K – – –
NED
1260
Nancy E. Dempze
$429K -$56.6K -273 -12%
BI
1261
BlueSpruce Investments
Illinois
$428K +$423K +2,041 New
RFA
1262
Reilly Financial Advisors
California
$422K -$29.7K -143 -7%
KAM
1263
Kassirer Asset Management
Ontario, Canada
$419K – – –
PHK
1264
Point72 Hong Kong
Hong Kong
$419K +$415K +2,000 New
AWE
1265
Avidian Wealth Enterprises
Texas
$416K +$197K +951 +92%
TAM
1266
Trust Asset Management
Texas
$414K -$5.81K -28 -1%
FWP
1267
FAS Wealth Partners
Kansas
$413K +$207 +1 +0.1%
BAAM
1268
Baker Avenue Asset Management
California
$408K -$1.32M -6,383 -77%
GC
1269
Gibson Capital
Pennsylvania
$408K – – –
SFG
1270
SevenBridge Financial Group
Pennsylvania
$408K +$404K +1,946 New
FNBOO
1271
First National Bank of Omaha
Nebraska
$406K +$102K +493 +34%
CFMC
1272
Curbstone Financial Management Corp
New Hampshire
$406K +$403K +1,940 New
CAM
1273
Congress Asset Management
Massachusetts
$403K -$171K -824 -30%
LWA
1274
Lebenthal Wealth Advisors
New York
$403K +$399K +1,925 New
CI
1275
Cavalier Investments
Georgia
$401K -$49.8K -240 -11%
49 50
51
52 53