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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2976
Catalyst Wealth Management
Georgia
$302K -$429K -1,074 -59%
MA
2977
Mezzasalma Advisors
New Jersey
$302K -$7.18K -18 -2%
MCM
2978
Mendel Capital Management
Arkansas
$301K – – –
CAM
2979
Costello Asset Management
Pennsylvania
$300K +$37.1K +93 +15%
PCM
2980
Pointe Capital Management
Michigan
$300K +$2.63M +6,591 +884%
SFO
2981
Stokes Family Office
Louisiana
$299K -$10.8K -27 -4%
GAM
2982
Garrison Asset Management
Arkansas
$299K – – –
PDM
2983
Penn Davis McFarland
Texas
$299K +$3.99K +10 +1%
RWM
2984
Rezny Wealth Management
Florida
$298K -$52.7K -132 -15%
PK
2985
Pflug Koory
Nebraska
$298K – – –
PCI
2986
Planning Center Inc
Illinois
$296K -$37.9K -95 -12%
TCWA
2987
Ten Capital Wealth Advisors
Washington
$294K +$128K +321 +81%
BWP
2988
Bernardo Wealth Planning
Pennsylvania
$294K +$399 +1 +0.1%
AWM
2989
Avaii Wealth Management
Wisconsin
$293K – – –
RIA
2990
RPG Investment Advisory
California
$291K +$40.3K +101 +17%
SCA
2991
SMH Capital Advisors
Texas
$291K +$280K +701 New
CWM
2992
Cedar Wealth Management
California
$291K -$47.9K -120 -14%
MFA
2993
Morling Financial Advisors
California
$290K – – –
SMH
2994
Sanders Morris Harris
Texas
$289K +$282K +707 New
RA
2995
Rise Advisors
New York
$289K +$27.9K +70 +11%
ACM
2996
Absolute Capital Management
Pennsylvania
$288K +$280K +701 New
CCMI
2997
Creative Capital Management Investments
California
$288K +$83.4K +209 +42%
DCM
2998
Decatur Capital Management
Georgia
$287K – – –
AA
2999
AF Advisors
California
$287K – – –
WAM
3000
Walker Asset Management
Missouri
$286K +$24.3K +61 +10%
118 119
120
121 122