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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3101
CIM LLC
New York
$840K – – –
AFC
3102
AFT Forsyth & Company
Florida
$840K +$7.64K +13 +0.9%
OPW
3103
Osprey Private Wealth
New York
$839K – – –
KIM
3104
Karpus Investment Management
New York
$839K +$217K +370 +33%
LI
3105
Lafayette Investments
Maryland
$839K -$147K -250 -14%
GJIA
3106
Glass Jacobson Investment Advisors
Maryland
$837K – – –
NCTC
3107
New Covenant Trust Company
Indiana
$836K – – –
MA
3108
Mezzasalma Advisors
New Jersey
$836K -$154K -262 -15%
FCT
3109
Family Capital Trust
Massachusetts
$835K – – –
AIA
3110
Alternative Investment Advisors
Florida
$833K +$588 +1 +0.1%
NPA
3111
Nichols & Pratt Advisers
Massachusetts
$831K – – –
BWCS
3112
Beirne Wealth Consulting Services
Connecticut
$830K -$147K -250 -14%
EWA
3113
Encompass Wealth Advisors
Oregon
$829K -$6.47K -11 -0.7%
MCM
3114
Monument Capital Management
Virginia
$829K +$35.3K +60 +4%
FAM
3115
Fenimore Asset Management
New York
$826K – – –
CIA
3116
Cladis Investment Advisory
Montana
$825K – – –
AA
3117
Addison Advisors
Vermont
$823K +$20K +34 +2%
MCA
3118
Midwest Capital Advisors
Michigan
$822K – – –
AWM
3119
AllSquare Wealth Management
New York
$819K -$5.88K -10 -0.7%
AWM
3120
AAF Wealth Management
Massachusetts
$817K -$58.8K -100 -6%
HWM
3121
HighMark Wealth Management
Minnesota
$817K +$14.1K +24 +2%
IIC
3122
Integrated Investment Consultants
Michigan
$817K +$169M +286,695 +16,097%
RIP
3123
RAM Investment Partners
Washington
$815K -$8.82K -15 -1%
TIA
3124
Tiemann Investment Advisors
California
$814K – – –
LPFG
3125
Landing Point Financial Group
Ohio
$812K -$8.23K -14 -1%
123 124
125
126 127