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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1451
Halbert Hargrove Global Advisors
California
$1.25M +$1.35M +5,005 New
PI
1452
PFS Investments
Georgia
$1.25M +$180K +667 +16%
TS
1453
Twin Securities
New York
$1.25M +$1.35M +5,000 New
WPP
1454
Whalerock Point Partners
Rhode Island
$1.24M +$176K +652 +15%
IHL
1455
Investment House LLC
California
$1.24M +$441K +1,634 +49%
PAM
1456
Peninsula Asset Management
Florida
$1.23M +$29.7K +110 +2%
CPA
1457
Capital Planning Advisors
California
$1.23M -$92.8K -344 -7%
GC
1458
Gilbert & Cook
Iowa
$1.22M -$216K -802 -14%
MYIA
1459
Mount Yale Investment Advisors
Colorado
$1.22M +$62.3K +231 +5%
GAG
1460
GM Advisory Group
New York
$1.22M -$90.6K -336 -6%
TSWM
1461
Triangle Securities Wealth Management
North Carolina
$1.22M -$52K -193 -4%
ELC
1462
Edgar Lomax Company
Virginia
$1.21M – – –
NNP
1463
Nachman Norwood & Parrott
South Carolina
$1.21M +$1.31M +4,848 New
MWM
1464
Merriman Wealth Management
Washington
$1.21M -$6.26M -23,228 -83%
IP
1465
Investment Partners
Ohio
$1.21M -$7.01K -26 -0.5%
LCM
1466
Logan Capital Management
Pennsylvania
$1.21M +$1.3M +4,824 New
CCM
1467
Compton Capital Management
Rhode Island
$1.21M -$13.5K -50 -1%
ERIM
1468
Eagle Ridge Investment Management
Connecticut
$1.21M +$1.3M +4,822 New
GKWIM
1469
Gerber Kawasaki Wealth & Investment Management
California
$1.2M +$82.8K +307 +7%
MS
1470
Marshall & Sullivan
Washington
$1.2M -$4.31K -16 -0.3%
UWM
1471
USAdvisors Wealth Management
Minnesota
$1.2M -$71.7K -266 -5%
AA
1472
Apriem Advisors
California
$1.2M -$7.24M -26,847 -85%
PAS
1473
Park Avenue Securities
New York
$1.2M +$785K +2,911 +170%
TP
1474
Truvvo Partners
New York
$1.2M – – –
ZB
1475
Zions Bancorporation
Utah
$1.19M -$347K -1,287 -21%
57 58
59
60 61