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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
2526
TrueWealth Financial Partners
Washington
$2.04M – – –
LPT
2527
Legacy Private Trust
Wisconsin
$2.04M -$34K -53 -2%
QWP
2528
Quotient Wealth Partners
Texas
$2.03M +$289K +451 +17%
TM
2529
TigerOak Management
New Mexico
$2.03M -$58.3K -91 -3%
AIS
2530
AM Investment Strategies
Tennessee
$2.03M – – –
GP
2531
Geneva Partners
Wisconsin
$2.03M +$22.4K +35 +1%
CL
2532
COWA LLC
Oklahoma
$2.03M +$57.7K +90 +3%
CWG
2533
Crown Wealth Group
North Carolina
$2.02M +$140K +218 +8%
GCGDR
2534
Geo Capital Gestora de Recursos
Brazil
$2.02M +$1.94M +3,030 New
SA
2535
Strategic Advisors
New York
$2.02M +$70.5K +110 +4%
CWM
2536
Crowley Wealth Management
Delaware
$2.01M +$112K +175 +6%
NA
2537
Navellier & Associates
Nevada
$2.01M +$80.1K +125 +4%
D
2538
Dentgroup
Louisiana
$2M +$75.6K +118 +4%
FFO
2539
Fiduciary Family Office
Florida
$2M +$3.21K +5 +0.2%
TAM
2540
Trillium Asset Management
Massachusetts
$2M +$215K +335 +13%
AIA
2541
Arbor Investment Advisors
North Carolina
$2M -$106K -166 -5%
NA
2542
Nordwand Advisors
Pennsylvania
$2M +$38.5K +60 +2%
HHAM
2543
HITE Hedge Asset Management
Massachusetts
$2M +$714K +1,114 +59%
HWM
2544
HFG Wealth Management
Texas
$2M +$1.22M +1,899 +173%
TWM
2545
Tanager Wealth Management
United Kingdom
$2M +$668K +1,042 +53%
FFG
2546
Frisch Financial Group
New York
$1.99M +$50K +78 +3%
SF
2547
Seek First
California
$1.99M -$62.2K -97 -3%
BFF
2548
Byrne Financial Freedom
Massachusetts
$1.99M -$335K -523 -15%
HDIM
2549
Hanson & Doremus Investment Management
Vermont
$1.99M -$106K -166 -5%
BCM
2550
Bourgeon Capital Management
Connecticut
$1.98M +$106K +165 +6%
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