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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1676
Huber Financial Advisors
Illinois
$342K -$25.7K -95 -7%
AAM
1677
Autus Asset Management
Arizona
$341K -$4.86K -18 -1%
KL
1678
KWMG LLC
Kansas
$340K – – –
OPA
1679
Old Port Advisors
Maine
$333K +$332K +1,228 New
ML
1680
McAdam LLC
Pennsylvania
$332K +$18.9K +70 +6%
QC
1681
QCM Cayman
Texas
$332K +$330K +1,223 New
WA
1682
WealthTrust Axiom
Pennsylvania
$330K – – –
XSC
1683
X-Square Capital
Puerto Rico
$330K +$328K +1,216 New
LRPA
1684
L. Roy Papp & Associates
Arizona
$329K -$627K -2,322 -66%
VFP
1685
Verus Financial Partners
Virginia
$329K -$4.32K -16 -1%
NIC
1686
Northwest Investment Counselors
Oregon
$328K +$61.8K +229 +23%
OCM
1687
Orser Capital Management
Texas
$327K -$16.2K -60 -5%
HCM
1688
Hall Capital Management
Rhode Island
$327K – – –
CCM
1689
Courage Capital Management
Tennessee
$324K – – –
TNAM
1690
Terra Nova Asset Management
New York
$324K +$323K +1,196 New
APP
1691
Avantax Planning Partners
Iowa
$323K -$1.24M -4,584 -79%
CPA
1692
Capital Planning Advisors
California
$323K -$1.17M -4,350 -78%
GIA
1693
Granite Investment Advisors
New Hampshire
$323K +$35.1K +130 +12%
GCM
1694
Gables Capital Management
Florida
$320K +$2.7K +10 +0.9%
MF
1695
Magnetar Financial
Illinois
$320K +$318K +1,179 New
MA
1696
MANA Advisors
New York
$319K -$348K -1,289 -52%
GA
1697
Greytown Advisors
Florida
$319K -$219K -810 -41%
CPA
1698
Court Place Advisors
Maryland
$315K +$5.67K +21 +2%
HH
1699
HWG Holdings
Texas
$315K +$313K +1,160 New
HCM
1700
Hengehold Capital Management
Ohio
$314K – – –
66 67
68
69 70