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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2851
Stockman Wealth Management
Montana
$330K – – –
NCM
2852
Next Capital Management
New York
$328K +$4.45K +10 +1%
SMH
2853
Sanders Morris Harris
Texas
$326K -$65.4K -147 -17%
FFG
2854
Fullen Financial Group
Ohio
$324K +$1.34K +3 +0.4%
MAG
2855
Mayfair Advisory Group
Alabama
$324K +$9.79K +22 +3%
PSB
2856
Piscataqua Savings Bank
New Hampshire
$323K -$30.3K -68 -9%
WAOTB
2857
Wealth Advisors of Tampa Bay
Florida
$323K – – –
BHWM
2858
Bay Harbor Wealth Management
Maryland
$323K +$15.6K +35 +5%
WFA
2859
WMG Financial Advisors
Tennessee
$322K -$14.7K -33 -4%
SSW
2860
Stone Summit Wealth
Florida
$321K +$315K +707 New
CPA
2861
Capital Performance Advisors
California
$320K +$445 +1 +0.1%
HWA
2862
HHM Wealth Advisors
Tennessee
$319K – – –
BIM
2863
Bridgecreek Investment Management
Oklahoma
$316K – – –
CVM
2864
Cheviot Value Management
California
$316K +$78.8K +177 +34%
WCM
2865
Whitener Capital Management
North Carolina
$315K -$4.45K -10 -1%
BBA
2866
Braun-Bostich & Associates
Pennsylvania
$313K -$1.86M -4,181 -86%
GA
2867
Greenspring Advisors
Maryland
$313K -$16K -36 -5%
ST
2868
Somerset Trust
Pennsylvania
$313K – – –
SF
2869
Safeguard Financial
Wisconsin
$313K +$308K +692 New
DJFS
2870
Dean Jacobson Financial Services
Texas
$312K -$46M -103,285 -99%
BC
2871
Brio Consultants
California
$312K – – –
NEPPG
2872
New England Professional Planning Group
Rhode Island
$312K +$8.46K +19 +3%
GCP
2873
Gill Capital Partners
Colorado
$311K -$15.1K -34 -5%
BBL
2874
Beck Bode LLC
Massachusetts
$311K +$56.1K +126 +22%
AWM
2875
Avaii Wealth Management
Wisconsin
$309K – – –
113 114
115
116 117