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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WGCA
2576
Wolf Group Capital Advisors
Virginia
$268K – – –
CWA
2577
Capital Wealth Alliance
Arizona
$265K +$441 +1 +0.2%
FP
2578
Fiduciary Planning
Florida
$264K -$85.1K -193 -24%
GCA
2579
Greenwood Capital Associates
South Carolina
$264K – – –
PT
2580
Plimoth Trust
Massachusetts
$264K – – –
LWP
2581
Lumature Wealth Partners
Georgia
$264K +$35.7K +81 +15%
DCM
2582
Driehaus Capital Management
Illinois
$263K -$94.8K -215 -26%
CFS
2583
Cannon Financial Strategists
Georgia
$262K – – –
FIG
2584
Freed Investment Group
Massachusetts
$262K -$5.29K -12 -2%
TAM
2585
Tealwood Asset Management
Minnesota
$260K +$267K +605 New
HWM
2586
HFR Wealth Management
New York
$259K +$266K +603 New
IWP
2587
Insight Wealth Partners
Texas
$257K -$43.2K -98 -14%
AF
2588
Affiance Financial
Minnesota
$256K -$96.6K -219 -27%
FIM
2589
FWL Investment Management
Texas
$256K -$11K -25 -4%
MIP
2590
Marietta Investment Partners
Wisconsin
$254K – – –
CAM
2591
Costello Asset Management
Pennsylvania
$251K +$882 +2 +0.3%
DWA
2592
Douglass Winthrop Advisors
New York
$250K -$11.9K -27 -4%
NPPM
2593
North Point Portfolio Managers
Ohio
$248K – – –
PCMK
2594
Paragon Capital Management (Kansas)
Kansas
$248K – – –
DDC
2595
DF Dent & Co
Maryland
$248K +$255K +577 New
BCM
2596
Brookmont Capital Management
Texas
$247K – – –
BFA
2597
Brown Financial Advisory
Alabama
$247K – – –
PIA
2598
Pinion Investment Advisors
Kansas
$247K – – –
PCA
2599
Private Capital Advisors
Connecticut
$246K – – –
NCP
2600
NexWave Capital Partners
New York
$246K +$441 +1 +0.2%
102 103
104
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