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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DIG
3626
DeepCurrents Investment Group
New York
$488K -$684K -1,067 -59%
SPW
3627
Sonoma Private Wealth
California
$488K – – –
DA
3628
Detalus Advisors
Missouri
$487K +$641 +1 +0.1%
WC
3629
Whitney & Co
New York
$486K -$23.7K -37 -5%
TFA
3630
TPG Financial Advisors
Oregon
$485K – – –
AIM
3631
AHL Investment Management
Florida
$484K +$29.5K +46 +7%
WW
3632
Winnow Wealth
Texas
$484K +$369K +575 +383%
DK
3633
David Kennon
Florida
$481K – – –
RW
3634
Regimen Wealth
Georgia
$480K +$1.28K +2 +0.3%
HH
3635
HWG Holdings
Texas
$480K +$95.5K +149 +26%
PF
3636
Parker Financial
Washington
$480K – – –
OL
3637
OneFund LLC
Florida
$480K +$17.9K +28 +4%
TFO
3638
Timonier Family Office
North Carolina
$477K +$641 +1 +0.1%
MIM
3639
Montgomery Investment Management
Maryland
$477K +$459K +716 New
ANHIM
3640
Alan N. Hoffman Investment Management
Massachusetts
$475K -$56.4K -88 -11%
IWM
3641
Integris Wealth Management
California
$474K +$195K +304 +75%
BIMC
3642
Benson Investment Management Company
Virginia
$474K – – –
Q1WB
3643
Quest 10 Wealth Builders
Virginia
$474K -$208K -325 -31%
BC
3644
Bayforest Capital
United Kingdom
$474K +$455K +710 +71,000%
TDWM
3645
Topel & Distasi Wealth Management
California
$473K +$21.2K +33 +5%
PWS
3646
Peloton Wealth Strategists
Indiana
$472K -$18.6K -29 -4%
WWM
3647
Waterway Wealth Management
Texas
$471K +$25K +39 +6%
PPW
3648
Presilium Private Wealth
Pennsylvania
$470K – – –
EHAM
3649
Eagle Harbor Asset Management
Washington
$469K – – –
FA
3650
Fortis Advisors
Pennsylvania
$468K +$451K +703 New
144 145
146
147 148