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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
2751
Thomas Story & Son
Indiana
$360K -$201K -490 -34%
S
2752
SimplyRich
California
$359K – – –
RWG
2753
Regal Wealth Group
California
$358K +$1.23K +3 +0.3%
MWP
2754
Meridian Wealth Partners
Pennsylvania
$357K -$16.4K -40 -4%
CC
2755
Constitution Capital
Connecticut
$356K +$35.6K +87 +10%
WC
2756
Whitney & Co
New York
$355K +$9.01K +22 +2%
TH
2757
TCTC Holdings
Texas
$354K -$127K -310 -25%
CCM
2758
Cutler Capital Management
Massachusetts
$354K +$13.9K +34 +4%
LAM
2759
L2 Asset Management
Massachusetts
$354K +$384K +938 New
MFC
2760
Mechanics Financial Corp
Ohio
$353K -$23.8K -58 -6%
GCM
2761
Gables Capital Management
Florida
$353K -$8.19K -20 -2%
TDWM
2762
Topel & Distasi Wealth Management
California
$353K -$1.23K -3 -0.3%
AC
2763
Addison Capital
Pennsylvania
$353K +$63.9K +156 +20%
SCM
2764
Stonehearth Capital Management
Massachusetts
$352K – – –
FC
2765
Fulcrum Capital
Washington
$351K – – –
UCB
2766
United Community Bank
South Carolina
$350K – – –
SDWIA
2767
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$350K -$32.8K -80 -8%
CPA
2768
Court Place Advisors
Maryland
$348K -$73.7K -180 -16%
DA
2769
DCM Advisors
New York
$348K +$377K +920 New
CBC
2770
Coombe, Bender & Co
New York
$348K +$377K +921 New
PCM
2771
Pointe Capital Management
Michigan
$347K -$180K -440 -32%
RW
2772
RVW Wealth
California
$347K – – –
IC
2773
Iconiq Capital
California
$343K -$3.7M -9,039 -91%
SAM
2774
Sawgrass Asset Management
Florida
$343K -$38.1K -93 -9%
LSA
2775
Lion Street Advisors
Texas
$342K -$1.64K -4 -0.5%
109 110
111
112 113