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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
3676
RS Crum Inc
California
$620K – – –
RCG
3677
Regatta Capital Group
California
$620K -$128K -188 -16%
HBWM
3678
Hollow Brook Wealth Management
New York
$620K – – –
AHC
3679
Adell Harriman & Carpenter
Texas
$620K +$115K +169 +22%
AFIA
3680
America First Investment Advisors
Nebraska
$619K +$1.36K +2 +0.2%
APW
3681
Alliance Private Wealth
Massachusetts
$618K – – –
SFAM
3682
Sawyer Falduto Asset Management
Illinois
$617K -$680 -1 -0.1%
LGG
3683
Luts & Greenleigh Group
Maryland
$614K +$1.36K +2 +0.2%
PSP
3684
Pacific Sage Partners
Washington
$613K +$5.44K +8 +0.9%
OWCM
3685
One Wealth Capital Management
Arizona
$612K +$95.2K +140 +19%
NPAN
3686
Northeast Planning Associates NH
New Hampshire
$612K – – –
TNAM
3687
Terra Nova Asset Management
New York
$611K -$67.3K -99 -10%
EFG
3688
Everest Financial Group
Minnesota
$611K +$296K +435 +86%
MWM
3689
Meadowbrook Wealth Management
New York
$609K – – –
BCA
3690
Bay Capital Advisors
Virginia
$608K -$63.2K -93 -9%
CCM
3691
Cox Capital Management
Massachusetts
$608K +$50.3K +74 +9%
LWM
3692
Lodestone Wealth Management
Washington
$608K -$80.2K -118 -11%
USWIA
3693
UP Strategic Wealth Investment Advisors
Pennsylvania
$606K +$90.4K +133 +19%
FA
3694
FC Advisory
Pennsylvania
$605K +$680 +1 +0.1%
FC
3695
Fulcrum Capital
Washington
$605K – – –
SO
3696
STRS Ohio
Ohio
$605K +$564K +830 +830%
ACM
3697
Altrius Capital Management
North Carolina
$605K – – –
OFO
3698
OneAscent Family Office
Alabama
$604K -$79.5K -117 -11%
SFS
3699
Sharp Financial Services
Pennsylvania
$604K +$14.3K +21 +2%
UIM
3700
Unified Investment Management
Georgia
$604K – – –
146 147
148
149 150