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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OR
2826
Olympiad Research
Connecticut
$352K -$1.91M -4,301 -85%
AC
2827
Addison Capital
Pennsylvania
$352K – – –
HCM
2828
Hilton Capital Management
New York
$352K +$347K +780 New
DBRC
2829
D.B. Root & Company
Pennsylvania
$351K -$33.4K -75 -9%
PK
2830
Pflug Koory
Nebraska
$350K – – –
VCM
2831
Vision Capital Management
Oregon
$350K +$1.34K +3 +0.4%
EHAM
2832
Eagle Harbor Asset Management
Washington
$349K – – –
GWMIA
2833
Global Wealth Management Investment Advisory
Florida
$349K -$45.9K -103 -12%
IMOV
2834
Investment Management of Virginia
Virginia
$348K -$58.3K -131 -15%
RAM
2835
Roanoke Asset Management
New Jersey
$348K -$4.45K -10 -1%
RWRC
2836
R.W. Roge & Company
New York
$348K – – –
BIA
2837
BHK Investment Advisors
Alabama
$348K +$6.68K +15 +2%
TPWM
2838
Twelve Points Wealth Management
Massachusetts
$344K -$15.6K -35 -4%
NWM
2839
Nauset Wealth Management
Connecticut
$343K -$73.5K -165 -18%
MCM
2840
Mendel Capital Management
Arkansas
$343K +$44.5K +100 +15%
ACM
2841
Arosa Capital Management
Florida
$343K +$338K +760 New
RBFC
2842
Roman Butler Fullerton & Co
Missouri
$342K +$14.2K +32 +4%
MCA
2843
Maryland Capital Advisors
Maryland
$339K – – –
SFO
2844
Standard Family Office
South Dakota
$339K – – –
TCWA
2845
Ten Capital Wealth Advisors
Washington
$339K +$9.35K +21 +3%
LSA
2846
Lion Street Advisors
Texas
$337K +$1.78K +4 +0.5%
VAS
2847
Vestmark Advisory Solutions
Massachusetts
$336K -$704K -1,582 -68%
RP
2848
Rowlandmiller & Partners
Georgia
$335K +$12.5K +28 +4%
W
2849
Wealthsimple
Ontario, Canada
$334K -$26.7K -60 -8%
CAM
2850
Concorde Asset Management
Michigan
$334K +$36.1K +81 +12%
112 113
114
115 116