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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2876
MWA Asset Management
Massachusetts
$866K +$331K +599 +66%
PFG
2877
PAX Financial Group
Texas
$863K +$553 +1 +0.1%
CL
2878
CIM LLC
New York
$862K – – –
PRI
2879
Prepared Retirement Institute
Pennsylvania
$862K +$9.95K +18 +1%
OPW
2880
Osprey Private Wealth
New York
$861K +$829K +1,500 New
NCTC
2881
New Covenant Trust Company
Indiana
$860K – – –
JLBC
2882
J.L. Bainbridge & Co
Florida
$858K -$2.21K -4 -0.3%
GA
2883
GoalVest Advisory
New York
$853K -$22.7K -41 -3%
NPA
2884
Nichols & Pratt Advisers
Massachusetts
$853K – – –
PCM
2885
Patient Capital Management
Maryland
$852K +$414K +748 +101%
BWM
2886
BCGM Wealth Management
Indiana
$850K – – –
FAM
2887
Fenimore Asset Management
New York
$848K +$553 +1 +0.1%
TBC
2888
Ted Buchan & Co
California
$847K -$67.5K -122 -8%
BHA
2889
Beech Hill Advisors
New York
$846K +$59.2K +107 +8%
AWM
2890
AllSquare Wealth Management
New York
$846K -$30.4K -55 -4%
CC
2891
Capital Counsel
New York
$846K -$16K -29 -2%
CIA
2892
Cladis Investment Advisory
Montana
$846K – – –
OWM
2893
Opes Wealth Management
California
$845K – – –
RIP
2894
RAM Investment Partners
Washington
$841K +$4.42K +8 +0.5%
HIM
2895
Hanlon Investment Management
New Jersey
$841K +$553K +1,000 +215%
WWM
2896
Wiser Wealth Management
Georgia
$837K +$71.3K +129 +10%
EWA
2897
Encompass Wealth Advisors
Oregon
$835K – – –
BWP
2898
Barlow Wealth Partners
Kentucky
$835K – – –
TIA
2899
Tiemann Investment Advisors
California
$834K – – –
GCIM
2900
Gunn & Company Investment Management
Florida
$834K -$12.7M -23,022 -94%
114 115
116
117 118