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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
3926
Crescent Sterling
Louisiana
$293K +$282K +440 New
PS
3927
Portfolio Strategies
New York
$291K +$31.4K +49 +13%
HFO
3928
Heritage Family Offices
Arizona
$290K +$12.8K +20 +5%
RA
3929
Riversedge Advisors
Delaware
$289K +$641 +1 +0.2%
NRWA
3930
North Ridge Wealth Advisors
Oregon
$288K +$162K +253 +141%
WRM
3931
Weybosset Research & Management
Rhode Island
$288K -$30.8K -48 -10%
RJA
3932
Ross\Johnson & Associates
Minnesota
$288K – – –
DWM
3933
Drive Wealth Management
Utah
$287K -$667K -1,040 -71%
FCA
3934
FLC Capital Advisors
California
$286K +$16K +25 +6%
GPW
3935
Genesis Private Wealth
Virginia
$286K +$275K +429 New
NCG
3936
Newport Capital Group
New Jersey
$285K -$1.28K -2 -0.5%
MCM
3937
McRae Capital Management
New Jersey
$284K +$4.49K +7 +2%
DA
3938
Drake & Associates
Wisconsin
$284K +$269K +419 New
MKC
3939
M. Kraus & Co
Vermont
$284K -$359K -560 -57%
AC
3940
Applied Capital
Arkansas
$284K -$44.9K -70 -14%
B
3941
BetterWealth
California
$284K – – –
OFP
3942
OLIO Financial Planning
Virginia
$284K – – –
TWA
3943
Talisman Wealth Advisors
New Jersey
$284K -$1.92K -3 -0.7%
PC
3944
Pecaut & Co
Iowa
$283K – – –
NWM
3945
NRI Wealth Management
California
$282K +$13.5K +21 +5%
ACM
3946
Arcataur Capital Management
Wisconsin
$282K – – –
BIA
3947
Biondo Investment Advisors
Pennsylvania
$282K – – –
IDBONY
3948
Israel Discount Bank of New York
New York
$281K +$12.2K +19 +5%
AFC
3949
Adaptive Financial Consulting
Ohio
$281K – – –
PCM
3950
Patient Capital Management
Maryland
$281K +$270K +421 New
156 157
158
159 160