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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3501
SWMG LLC
Texas
$853K +$3.63K +5 +0.4%
PFS
3502
Paller Financial Services
Colorado
$853K -$5.08K -7 -0.6%
QWM
3503
Quaker Wealth Management
New Jersey
$852K -$20.3K -28 -2%
HKAM
3504
Horizon Kinetics Asset Management
New York
$852K -$74.7K -103 -8%
VIPI
3505
Vista Investment Partners II
Indiana
$852K -$16.7K -23 -2%
OCWP
3506
Owl Creek Wealth Partners
Colorado
$851K +$2.17K +3 +0.3%
FGC
3507
First Growth Capital
Maryland
$851K – – –
JMFC
3508
J.M. Forbes & Co
Massachusetts
$850K – – –
B
3509
Bayban
Minnesota
$850K +$34.1K +47 +4%
DF
3510
Dedeker Financial
Minnesota
$848K – – –
AWM
3511
Ariadne Wealth Management
California
$847K – – –
CAM
3512
Cidel Asset Management
Ontario, Canada
$847K – – –
GL
3513
Gerber LLC
Ohio
$847K +$281K +387 +52%
IWA
3514
IVC Wealth Advisors
Pennsylvania
$847K – – –
PCM
3515
Pointe Capital Management
Michigan
$846K +$21K +29 +3%
LC
3516
Lincoln Capital
Nebraska
$846K -$3.63K -5 -0.4%
LAM
3517
L2 Asset Management
Massachusetts
$845K -$243M -335,589 -100%
ACIM
3518
Azimuth Capital Investment Management
Michigan
$845K +$39.1K +54 +5%
PWMG
3519
Private Wealth Management Group
New Jersey
$845K +$167K +230 +26%
RCI
3520
RS Crum Inc
California
$844K +$128K +177 +19%
WMA
3521
Wealth Management Associates
New Jersey
$843K -$5.08K -7 -0.6%
DWS
3522
Discipline Wealth Solutions
South Carolina
$843K -$570K -786 -41%
TW
3523
Trajan Wealth
Arizona
$843K +$439K +606 +116%
CC
3524
Capital Counsel
New York
$842K -$29K -40 -3%
SF
3525
Slagle Financial
Illinois
$840K +$14.5K +20 +2%
139 140
141
142 143