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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1451
Baring Asset Management
United Kingdom
$392K +$388K +1,620 New
KPCM
1452
Kings Point Capital Management
New York
$391K +$5.75K +24 +2%
BFIM
1453
Beese Fulmer Investment Management
Ohio
$390K – – –
SCA
1454
Stonebridge Capital Advisors
Minnesota
$388K +$384K +1,604 New
PMAM
1455
Picton Mahoney Asset Management
Ontario, Canada
$387K -$108K -450 -22%
EWM
1456
Edge Wealth Management
New York
$383K +$240 +1 +0.1%
AHB
1457
Abner Herrman & Brock
New Jersey
$377K -$62.3K -260 -14%
DIA
1458
Dana Investment Advisors
Wisconsin
$374K -$6.23K -26 -2%
ISB
1459
Iowa State Bank
Iowa
$372K +$3.12K +13 +0.9%
PPSG
1460
Princeton Portfolio Strategies Group
New Jersey
$369K -$147K -613 -29%
BSB
1461
Bangor Savings Bank
Maine
$365K – – –
SFG
1462
SevenBridge Financial Group
Pennsylvania
$365K – – –
AWMS
1463
Advocacy Wealth Management Services
Georgia
$364K +$321K +1,340 +812%
MWM
1464
Mascoma Wealth Management
New Hampshire
$363K – – –
EMG
1465
Ellington Management Group
Connecticut
$363K +$359K +1,500 New
LA
1466
LVW Advisors
New York
$362K -$1.2K -5 -0.3%
APSI
1467
Asset Planning Services Inc
Louisiana
$359K – – –
FLII
1468
First Long Island Investors
New York
$358K +$355K +1,481 New
VDI
1469
Vaughan David Investments
Illinois
$357K -$34.7K -145 -9%
IT
1470
Independence Trust
Tennessee
$357K +$354K +1,477 New
FCMT
1471
Founders Capital Management (Texas)
Texas
$356K +$24K +100 +7%
CTA
1472
Colonial Trust Advisors
South Carolina
$356K +$353K +1,474 New
RGIA
1473
Rainier Group Investment Advisory
Washington
$354K – – –
NG
1474
Northstar Group
New York
$352K – – –
ML
1475
McAdam LLC
Pennsylvania
$351K -$33.5K -140 -9%
57 58
59
60 61