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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
2851
Trivium Point Advisory
Connecticut
$733K +$77.1K +173 +13%
CFO
2852
CVA Family Office
Colorado
$730K +$445 +1 +0.1%
HCP
2853
Hexagon Capital Partners
Arkansas
$725K -$11.1K -25 -2%
NAMM
2854
NorthStar Asset Management (Massachusetts)
Massachusetts
$723K -$8.91K -20 -1%
BPFA
2855
Barnes Pettey Financial Advisors
Mississippi
$723K -$23.2K -52 -3%
LTI
2856
Laffer Tengler Investments
Tennessee
$719K +$28.5K +64 +4%
AA
2857
Aufman Associates
Pennsylvania
$718K -$8.46K -19 -1%
PWMA
2858
Pension & Wealth Management Advisors
Massachusetts
$717K +$891 +2 +0.1%
PGF
2859
Plan Group Financial
Oklahoma
$717K -$1.08M -2,415 -62%
TNB
2860
Thomasville National Bank
Georgia
$716K +$127K +286 +23%
PCI
2861
Planning Center Inc
Illinois
$715K +$249K +558 +59%
GCM
2862
Gables Capital Management
Florida
$715K -$20.9K -47 -3%
RIM
2863
RW Investment Management
Idaho
$714K – – –
JLBC
2864
J.L. Bainbridge & Co
Florida
$713K +$53.5K +120 +9%
DAM
2865
Doheny Asset Management
California
$713K – – –
HAG
2866
HF Advisory Group
Maryland
$713K +$191K +428 +40%
ATIA
2867
American Trust Investment Advisors
New Hampshire
$711K – – –
WA
2868
WESPAC Advisors
California
$711K +$7.57K +17 +1%
PCM
2869
Pennsylvania Capital Management
Pennsylvania
$710K -$4.01K -9 -0.6%
CAM
2870
Cypress Asset Management
Texas
$709K -$50.8K -114 -7%
SLG
2871
Stanley-Laman Group
Pennsylvania
$708K +$664K +1,490 New
PWSG
2872
Pacific Wealth Strategies Group
California
$706K +$83.3K +187 +14%
EWA
2873
Encompass Wealth Advisors
Oregon
$705K – – –
GFG
2874
Greystone Financial Group
Michigan
$705K +$661K +1,484 New
FWM
2875
Finer Wealth Management
Massachusetts
$704K +$52.1K +117 +9%
113 114
115
116 117