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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1326
BRR OpCo
Ohio
$621K -$11.8K -54 -2%
KCM
1327
Kornitzer Capital Management
Kansas
$619K -$9.61K -44 -2%
NCM
1328
Northside Capital Management
Oregon
$619K – – –
JWM
1329
Janiczek Wealth Management
Colorado
$619K +$605K +2,770 New
HWA
1330
HCR Wealth Advisors
California
$615K +$601K +2,753 New
SMH
1331
Sanders Morris Harris
Texas
$611K -$38.7K -177 -1%
RC
1332
Randolph Company
Ohio
$611K – – –
IAM
1333
Integre Asset Management
New York
$608K +$594K +2,721 New
PPSG
1334
Princeton Portfolio Strategies Group
New Jersey
$604K +$590K +2,700 New
HCM
1335
Harvest Capital Management
New Hampshire
$602K +$8.3K +38 +1%
FNBSF
1336
First National Bank Sioux Falls
South Dakota
$599K – – –
HDIM
1337
Hanson & Doremus Investment Management
Vermont
$589K +$40K +183 +7%
PAG
1338
Pinnacle Advisory Group
Maryland
$588K +$13.3K +61 +2%
PL
1339
Parthenon LLC
Kentucky
$579K – – –
PAM
1340
Premier Asset Management
Illinois
$578K – – –
KF
1341
Krilogy Financial
Missouri
$575K +$92.8K +425 +20%
CC
1342
Callan Capital
California
$574K -$719K -3,293 -56%
RWA
1343
Ropes Wealth Advisors
Massachusetts
$573K – – –
EWM
1344
Endurance Wealth Management
Rhode Island
$572K -$49.2K -225 -8%
SIG
1345
Stanford Investment Group
California
$571K -$54.8K -251 -9%
SCA
1346
STALEY CAPITAL ADVISERS
Pennsylvania
$570K +$5.9K +27 +1%
CYG
1347
Clean Yield Group
Vermont
$569K -$20.3K -93 -4%
CA
1348
CapWealth Advisors
Tennessee
$566K +$278K +1,273 +101%
SEIA
1349
Signature Estate & Investment Advisors
California
$563K +$550K +2,519 New
ADL
1350
Asset Dedication LLC
California
$559K -$39.1K -179 -7%
52 53
54
55 56