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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3226
Truvestments Capital
Florida
$995K +$405K +596 +64%
TBC
3227
Ted Buchan & Co
California
$994K +$71.4K +105 +7%
PWM
3228
Peak Wealth Management
New Hampshire
$990K – – –
RS
3229
Retirement Solution
Washington
$990K -$399K -587 -28%
MAM
3230
Milestone Asset Management
Pennsylvania
$990K +$6.8K +10 +0.7%
CL
3231
CIM LLC
New York
$987K -$63.9K -94 -6%
C1AG
3232
Client 1st Advisory Group
Florida
$986K +$68.7K +101 +7%
HCM
3233
Hall Capital Management
Rhode Island
$986K +$110K +162 +13%
BWM
3234
Bosman Wealth Management
California
$983K – – –
AFA
3235
Alpha Financial Advisors
North Carolina
$982K -$34K -50 -3%
MCM
3236
Moore Capital Management
New York
$981K -$107M -157,068 -99%
NCTC
3237
New Covenant Trust Company
Indiana
$979K – – –
MAM
3238
Marquette Asset Management
Minnesota
$978K – – –
FPWM
3239
FSB Premier Wealth Management
Iowa
$978K -$8.84K -13 -0.9%
BMO
3240
Beck Mack & Oliver
New York
$977K -$1.36K -2 -0.1%
MA
3241
MBA Advisors
Pennsylvania
$977K -$294K -433 -22%
VPWA
3242
Vestia Personal Wealth Advisors
Indiana
$976K +$3.4K +5 +0.3%
BI
3243
Breachway Investments
Rhode Island
$976K – – –
WA
3244
Wealthstar Advisors
Texas
$975K +$5.44K +8 +0.5%
MCA
3245
Midwest Capital Advisors
Michigan
$974K +$1.36K +2 +0.1%
NOI
3246
Newton One Investments
Delaware
$971K +$2.72K +4 +0.3%
LI
3247
Lafayette Investments
Maryland
$968K – – –
PIWA
3248
Prevail Innovative Wealth Advisors
Kansas
$968K -$7.32M -10,769 -88%
LFGO
3249
Legacy Financial Group (Oklahoma)
Oklahoma
$968K -$12.9K -19 -1%
MKW
3250
Mullaney, Keating & Wright
Connecticut
$966K +$39.4K +58 +4%
128 129
130
131 132