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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
2851
Forum Private Client Group
Indiana
$387K -$99.3K -249 -21%
HFG
2852
Heron Financial Group
New York
$385K – – –
CM
2853
Cornerstone Management
Georgia
$385K -$251K -630 -40%
CBC
2854
Coombe, Bender & Co
New York
$382K +$1.6K +4 +0.4%
LC
2855
Landaas & Company
Wisconsin
$382K +$50.7K +127 +16%
TFO
2856
Tarbox Family Office
California
$382K – – –
FC
2857
Fulcrum Capital
Washington
$381K – – –
UCB
2858
United Community Bank
South Carolina
$380K – – –
GCM
2859
Gables Capital Management
Florida
$380K – – –
AC
2860
Addison Capital
Pennsylvania
$379K -$83K -208 -18%
TPW
2861
Transatlantique Private Wealth
New York
$378K – – –
KWA
2862
KCS Wealth Advisory
California
$377K – – –
LAM
2863
Lakewood Asset Management
Illinois
$376K – – –
NC
2864
NovaPoint Capital
Georgia
$376K -$432K -1,082 -54%
PFA
2865
Pathway Financial Advisers
Indiana
$375K +$172K +431 +89%
AWMT
2866
AAFMAA Wealth Management & Trust
North Carolina
$375K -$5.99K -15 -2%
PCMM
2867
Piedmont Capital Management (Montana)
Montana
$375K -$39.9K -100 -10%
FA
2868
FC Advisory
Pennsylvania
$374K +$103K +257 +39%
GA
2869
Greenspring Advisors
Maryland
$374K -$31.9K -80 -8%
TDWM
2870
Topel & Distasi Wealth Management
California
$374K -$16.4K -41 -4%
KIC
2871
Kensington Investment Counsel
California
$374K +$63.4K +159 +21%
EA
2872
Eudaimonia Advisors
Tennessee
$372K -$39.9K -100 -10%
SCM
2873
Stonehearth Capital Management
Massachusetts
$370K – – –
MAC
2874
Mason & Associates (California)
California
$370K +$360K +903 New
AL
2875
ADE LLC
Maryland
$368K – – –
113 114
115
116 117