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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Connecticut Wealth Management
Connecticut
$1.38M +$1.37M +4,122 New
Q
1602
QVR
California
$1.38M -$40.5M -122,104 -97%
SIP
1603
Stoneridge Investment Partners
Pennsylvania
$1.37M +$48.4K +146 +4%
JIR
1604
James Investment Research
Ohio
$1.36M -$49.7K -150 -4%
ECG
1605
EPIQ Capital Group
California
$1.36M -$663 -2 -0%
FRA
1606
Front Row Advisors
California
$1.36M -$3.98K -12 -0.3%
CPC
1607
Consolidated Planning Corp
Georgia
$1.36M – – –
EWM
1608
Edge Wealth Management
New York
$1.35M -$132K -399 -9%
CCM
1609
Compton Capital Management
Rhode Island
$1.35M -$16.6K -50 -1%
EPWM
1610
Essex Private Wealth Management
Massachusetts
$1.35M -$154K -466 -10%
APP
1611
Avantax Planning Partners
Iowa
$1.35M +$411K +1,240 +44%
PTC
1612
Philadelphia Trust Company
Pennsylvania
$1.34M – – –
PMAM
1613
Picton Mahoney Asset Management
Ontario, Canada
$1.34M +$371K +1,120 +39%
CT
1614
Coastline Trust
Rhode Island
$1.33M -$16.6K -50 -1%
SWK
1615
Stephen W. Kidder
$1.33M -$118K -355 -8%
BOM
1616
Bank of Marin
California
$1.33M -$12.9K -39 -1%
SSWM
1617
Sheets Smith Wealth Management
North Carolina
$1.32M +$56.3K +170 +4%
BAMG
1618
Brand Asset Management Group
Missouri
$1.32M -$10.3K -31 -0.8%
ACM
1619
Ayrshire Capital Management
Connecticut
$1.32M -$16.6K -50 -1%
CA
1620
Cambridge Advisors
Nebraska
$1.31M – – –
AWM
1621
AllSquare Wealth Management
New York
$1.31M +$13.9K +42 +1%
ST
1622
Sabal Trust
Florida
$1.31M +$187K +564 +17%
HL
1623
HeadInvest LLC
Maine
$1.31M -$8.29K -25 -0.6%
POIA
1624
Pin Oak Investment Advisors
Texas
$1.3M – – –
FCFC
1625
First Commonwealth Financial Corp
Pennsylvania
$1.3M +$401K +1,210 +45%
63 64
65
66 67