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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1351
Stack Financial Management
Montana
$315K -$14.5K -67 -4%
NG
1352
Northstar Group
New York
$315K – – –
GCIA
1353
Gabelli & Co Investment Advisers
New York
$312K +$6.7K +31 +2%
SIMM
1354
Stillwater Investment Management (Minnesota)
Minnesota
$312K +$21.4K +99 +7%
SAM
1355
Sawgrass Asset Management
Florida
$310K – – –
CSIA
1356
Charles Schwab Investment Advisory
California
$310K +$311K +1,437 New
QIM
1357
Quest Investment Management
Oregon
$309K – – –
GBBWRPM
1358
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$309K +$89.5K +414 +41%
DIA
1359
Dana Investment Advisors
Wisconsin
$308K -$4.75K -22 -2%
CAG
1360
Crestwood Advisors Group
Massachusetts
$308K +$9.73K +45 +3%
RCM
1361
RNC Capital Management
California
$308K +$307K +1,422 New
AHC
1362
Adell Harriman & Carpenter
Texas
$304K -$7.13K -33 -2%
CNFG
1363
Creegan & Nassoura Financial Group
New Hampshire
$303K – – –
PWP
1364
Private Wealth Partners
California
$303K – – –
AIM
1365
Arcadia Investment Management
Michigan
$302K – – –
HCM
1366
Hilton Capital Management
New York
$302K – – –
MSFP
1367
Mark Sheptoff Financial Planning
Connecticut
$302K – – –
ISB
1368
Iowa State Bank
Iowa
$301K – – –
SC
1369
Searle & Co
Connecticut
$301K +$10.8K +50 +4%
PA
1370
Parkside Advisors
California
$298K +$298K +1,378 New
PFO
1371
Pathstone Family Office
New Jersey
$291K – – –
WA
1372
WealthTrust Axiom
Pennsylvania
$291K +$4.75K +22 +2%
ZB
1373
Zions Bancorporation
Utah
$289K -$528K -2,442 -65%
SAM
1374
SignalPoint Asset Management
Missouri
$288K -$74.6K -345 -21%
ACP
1375
Ashfield Capital Partners
California
$287K – – –
53 54
55
56 57