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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2501
Trilogy Capital
California
$741K -$1.82M -4,573 -72%
HIA
2502
HTG Investment Advisors
Connecticut
$738K +$43.5K +109 +6%
WAM
2503
Weatherly Asset Management
California
$737K +$51.9K +130 +8%
CYG
2504
Clean Yield Group
Vermont
$737K -$39.9K -100 -5%
BG
2505
Bellevue Group
Switzerland
$737K – – –
FPGT
2506
Financial Partners Group (Tennessee)
Tennessee
$732K +$3.19K +8 +0.4%
BOS
2507
Bank of Stockton
California
$731K -$150K -375 -17%
CWM
2508
Concentric Wealth Management
California
$728K -$3.59K -9 -0.5%
KAM
2509
Kraft Asset Management
Tennessee
$728K -$131K -329 -16%
MTIC
2510
Missouri Trust & Investment Company
Missouri
$726K – – –
FB
2511
First Bancorp
Maine
$723K – – –
BFG
2512
Beacon Financial Group
Texas
$722K -$77.8K -195 -10%
SCP
2513
Syntal Capital Partners
Texas
$721K -$7.68M -19,250 -92%
WWM
2514
Wiser Wealth Management
Georgia
$721K +$70.6K +177 +11%
CWP
2515
Concord Wealth Partners
Virginia
$719K +$25.1K +63 +4%
IPW
2516
Intergy Private Wealth
Colorado
$714K -$122K -305 -15%
RWM
2517
Ruedi Wealth Management
Illinois
$714K -$9.18K -23 -1%
IAMOG
2518
Investors Asset Management of Georgia
Georgia
$711K +$3.59K +9 +0.5%
HW
2519
Hedeker Wealth
Illinois
$711K +$18.8K +47 +3%
KFA
2520
Kapstone Financial Advisors
Ohio
$710K – – –
CC
2521
Capital Counsel
New York
$710K -$110K -275 -14%
NIM
2522
Nicollet Investment Management
Minnesota
$709K +$10.8K +27 +2%
DA
2523
Doliver Advisors
Texas
$708K +$275K +689 +66%
FFA
2524
Farther Finance Advisors
California
$706K +$227K +569 +49%
NL
2525
Navalign LLC
California
$705K -$3.59K -9 -0.5%
99 100
101
102 103