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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1726
Chas P. Smith & Associates (CPS)
Florida
$641K -$6.8K -23 -1%
VIM
1727
Vista Investment Management
Pennsylvania
$640K -$4.43K -15 -0.7%
IC
1728
Inscription Capital
Texas
$639K +$358K +1,213 +131%
CFN
1729
Cordasco Financial Network
Florida
$638K +$42.8K +145 +7%
CBA
1730
Coastal Bridge Advisors
Connecticut
$629K – – –
CWM
1731
Cranbrook Wealth Management
Michigan
$629K +$62K +210 +11%
WEC
1732
Winslow Evans & Crocker
Massachusetts
$628K -$86.9K -294 -12%
AP
1733
Advisor Partners
California
$626K +$265K +897 +74%
WSCM
1734
Wellington Shields Capital Management
New York
$624K -$508K -1,719 -45%
LDFR
1735
Lehman & Derafelo Financial Resources
Pennsylvania
$621K – – –
PA
1736
Paracle Advisors
Washington
$619K +$130K +439 +27%
PMG
1737
ProVise Management Group
Florida
$613K -$66.5K -225 -10%
FPFS
1738
First Personal Financial Services
North Carolina
$612K +$609K +2,062 New
CC
1739
Capital Counsel
New York
$607K -$75.3K -255 -11%
OBWP
1740
O'Brien Wealth Partners
Massachusetts
$606K +$2.96K +10 +0.5%
SCA
1741
Stonebridge Capital Advisors
Minnesota
$605K +$108K +366 +22%
GAMC
1742
Garner Asset Management Corp
Texas
$604K +$1.18K +4 +0.2%
LCAM
1743
London & Capital Asset Management
United Kingdom
$604K +$9.75K +33 +2%
TCM
1744
Traynor Capital Management
Pennsylvania
$598K -$125K -423 -17%
SFSG
1745
Stearns Financial Services Group
North Carolina
$597K -$27.2K -92 -4%
AC
1746
Arjuna Capital
North Carolina
$596K +$886 +3 +0.1%
PMAM
1747
Picton Mahoney Asset Management
Ontario, Canada
$596K +$22.5K +76 +4%
PAMU
1748
Pictet Asset Management (UK)
United Kingdom
$594K – – –
CS
1749
Candriam SCA
Luxembourg
$592K +$327K +1,106 New
TSS
1750
Thomas Story & Son
Indiana
$588K – – –
68 69
70
71 72