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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCM
1901
Three Peaks Capital Management
Colorado
$393K +$4.85K +18 +1%
LAIC
1902
Lederer & Associates Investment Counsel
California
$392K – – –
LPT
1903
Legacy Private Trust
Wisconsin
$391K -$303K -1,125 -42%
NCM
1904
Next Capital Management
New York
$391K +$422K +1,564 New
LG
1905
Leuthold Group
Minnesota
$389K +$420K +1,558 New
BFIM
1906
Beese Fulmer Investment Management
Ohio
$387K – – –
MAA
1907
Mraz Amerine & Associates
California
$383K – – –
CIC
1908
Chilton Investment Company
Connecticut
$382K -$1.76M -6,518 -81%
DR
1909
Davis Rea
Ontario, Canada
$382K +$59.3K +220 +17%
SFG
1910
StrategIQ Financial Group
Indiana
$381K -$103K -381 -20%
MWM
1911
Mascoma Wealth Management
New Hampshire
$380K – – –
FMTC
1912
Farmers & Merchants Trust Company
California
$380K +$410K +1,521 New
RG
1913
Renaissance Group
Kentucky
$379K – – –
MG
1914
McCutchen Group
Washington
$378K -$27K -100 -6%
TST
1915
Tech Square Trading
Massachusetts
$376K +$406K +1,506 New
GBBWRPM
1916
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$375K -$413K -1,532 -50%
OC
1917
Oarsman Capital
Wisconsin
$374K -$63.4K -235 -14%
FPIS
1918
Financial Planning & Information Services
Wisconsin
$373K -$12.9K -48 -3%
APSI
1919
Asset Planning Services Inc
Louisiana
$373K +$1.89K +7 +0.5%
CWM
1920
Cranbrook Wealth Management
Michigan
$372K +$367K +1,362 +1,090%
WA
1921
WealthTrust Axiom
Pennsylvania
$371K +$155K +575 +63%
TA
1922
TFG Advisers
Michigan
$369K +$399K +1,478 New
CTA
1923
Colonial Trust Advisors
South Carolina
$368K – – –
FMP
1924
Financial Management Professionals
Texas
$367K +$153K +567 +63%
PCMF
1925
Private Capital Management (Florida)
Florida
$365K +$394K +1,460 New
75 76
77
78 79