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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2526
TritonPoint Wealth
Maryland
$2.25M -$23.8K -35 -1%
TWM
2527
Tortuga Wealth Management
California
$2.25M +$25.2K +37 +1%
FCB
2528
First County Bank
Connecticut
$2.25M -$828K -1,218 -26%
MFGM
2529
Marshall Financial Group (Maryland)
Maryland
$2.25M -$25.8K -38 -1%
TC
2530
Tannin Capital
North Carolina
$2.24M -$32K -47 -1%
PPC
2531
Park Place Capital
Alabama
$2.24M +$23.8K +35 +1%
APIM
2532
Agate Pass Investment Management
Washington
$2.24M -$40.1K -59 -2%
VNA
2533
Valley National Advisers
Pennsylvania
$2.23M +$18.4K +27 +0.8%
NF
2534
Nikulski Financial
Iowa
$2.23M -$983K -1,446 -30%
BCPWM
2535
Bradley & Co Private Wealth Management
Florida
$2.23M – – –
RWA
2536
River Wealth Advisors
Pennsylvania
$2.22M -$166K -244 -7%
DCM
2537
Delta Capital Management
New Jersey
$2.22M – – –
CFSG
2538
Community Financial Services Group
Vermont
$2.22M +$419K +616 +22%
CFC
2539
Coyle Financial Counsel
Illinois
$2.22M +$178K +262 +8%
VCM
2540
Violich Capital Management
California
$2.22M -$109K -161 -5%
RWI
2541
Red Wave Investments
Pennsylvania
$2.21M +$25.8K +38 +1%
SAMC
2542
Spectrum Asset Management (California)
California
$2.21M +$416K +612 +22%
BZWA
2543
Blue Zone Wealth Advisors
California
$2.21M +$884K +1,300 +62%
SFC
2544
SYM Financial Corp
Indiana
$2.21M +$5.44K +8 +0.2%
SG
2545
Somerset Group
Minnesota
$2.21M – – –
SIG
2546
Spinnaker Investment Group
California
$2.21M -$1.3M -1,907 -36%
ORG
2547
Optimist Retirement Group
Washington
$2.2M +$33.3K +49 +1%
AZ
2548
Alpha Zero
Florida
$2.2M -$475K -698 -17%
T
2549
Transce3nd
Texas
$2.2M -$97.9K -144 -4%
PPWM
2550
Paragon Private Wealth Management
Kentucky
$2.19M +$843K +1,240 +58%
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102
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