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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1351
Coastal Bridge Advisors
Connecticut
$2M +$8.54K +28 +1%
SFWA
1352
Summit Financial Wealth Advisors
Louisiana
$1.99M -$147K -483 -6%
PNAA
1353
Pictet North America Advisors
Switzerland
$1.99M -$65.9M -216,035 -97%
IC
1354
Intersect Capital
California
$1.99M +$192K +630 +9%
HWA
1355
HCR Wealth Advisors
California
$1.99M +$310K +1,017 +15%
SCM
1356
Silvant Capital Management
Georgia
$1.99M – – –
SMG
1357
Smart Money Group
Texas
$1.98M +$283K +929 +14%
CCFCSB
1358
Cape Cod Five Cents Savings Bank
Massachusetts
$1.98M +$573K +1,878 +32%
AC
1359
Alley Company
Illinois
$1.98M -$102K -336 -4%
WP
1360
WMS Partners
Maryland
$1.98M +$420K +1,378 +22%
SWP
1361
Strategic Wealth Partners
Ohio
$1.98M – – –
SCM
1362
SOL Capital Management
Maryland
$1.97M -$27.5K -90 -1%
FWM
1363
Frontier Wealth Management
Missouri
$1.97M +$795K +2,607 +52%
C
1364
Clearshares
New York
$1.96M +$2.31M +7,583 New
NCM
1365
Nelson Capital Management
California
$1.95M +$151K +496 +7%
APSP
1366
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.95M -$27.5K -90 -1%
TCB
1367
Texas Capital Bancshares
Texas
$1.94M – – –
GKWIM
1368
Gerber Kawasaki Wealth & Investment Management
California
$1.94M -$207K -678 -8%
GPA
1369
Guidance Point Advisors
Massachusetts
$1.94M -$15.6K -51 -0.7%
CHC
1370
City Holding Co
West Virginia
$1.94M -$28.1K -92 -1%
EPWM
1371
Essex Private Wealth Management
Massachusetts
$1.93M +$166K +544 +8%
HFS
1372
Howard Financial Services
Texas
$1.93M -$29.6K -97 -1%
PAM
1373
Peninsula Asset Management
Florida
$1.93M +$940K +3,081 +70%
SFFS
1374
Stonehage Fleming Financial Services
Jersey
$1.92M +$157K +514 +7%
DWM
1375
Destination Wealth Management
California
$1.92M +$83.3K +273 +4%
53 54
55
56 57