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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2726
JBF Capital
Colorado
$43K – – –
USGIU
2727
U.S. Global Investors (USGI)
Texas
$43K – – –
SFPG
2728
Stonebridge Financial Planning Group
Florida
$41K – – –
FWM
2729
Focused Wealth Management
New York
$40K – – –
RTC
2730
Riverview Trust Company
Washington
$34K – – –
LTI
2731
Laffer Tengler Investments
Tennessee
$31.3K – – –
EIM
2732
Essex Investment Management
Massachusetts
$29K -$2.65K -6 -8%
PWMG
2733
Prestige Wealth Management Group
New Jersey
$29K -$1.32K -3 -4%
MAM
2734
McCarthy Asset Management
California
$29K – – –
DAC
2735
Dividend Assets Capital
South Carolina
$27K -$30.9K -70 -52%
MWA
2736
Moser Wealth Advisors
Washington
$26K – – –
SCA
2737
Stuart Chaussee & Associates
California
$21K – – –
PWM
2738
Prentice Wealth Management
New York
$20K -$15K -34 -43%
GIA
2739
Goodwin Investment Advisory
Georgia
$20K – – –
HCM
2740
Horrell Capital Management
Arkansas
$20K – – –
SL
2741
Savior LLC
Massachusetts
$19K -$410K -930 -96%
CPWM
2742
Cypress Point Wealth Management
Texas
$18K – – –
FEG
2743
Financial Enhancement Group
Indiana
$11K -$14.6K -33 -57%
AWM
2744
Accel Wealth Management
Iowa
$11K – – –
CHA
2745
Carmichael Hill & Associates
Maryland
$11K – – –
DA
2746
DSC Advisors
Illinois
$9K +$9.26K +21 New
BEI
2747
Benjamin Edwards Inc
Missouri
$8K – – –
AIM
2748
ARK Investment Management
Florida
$6K – – –
CCMW
2749
Cypress Capital Management (Wyoming)
Wyoming
$6K – – –
MS
2750
Mizuho Securities
Japan
$6K – – –
108 109
110
111 112