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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
4101
Principia Wealth Advisory
Texas
$195K +$196K +333 New
PP
4102
PFS Partners
New Jersey
$194K +$589 +1 +0.3%
BP
4103
BNP Paribas
France
$194K – – –
AWM
4104
Accredited Wealth Management
Kentucky
$192K +$192K +326 New
CJL
4105
Cyrus J. Lawrence
New York
$191K +$589 +1 +0.3%
KHC
4106
Koesten Hirschmann & Crabtree
Kansas
$189K -$53.6K -91 -22%
TIM
4107
Thompson Investment Management
Wisconsin
$189K -$46.5K -79 -20%
HWP
4108
Highline Wealth Partners
California
$184K -$7.66K -13 -4%
CCC
4109
Chelsea Counsel Company
California
$182K – – –
SM
4110
Salzhauer Michael
$180K +$35.3M +60,000 New
JAM
4111
JCIC Asset Management
Ontario, Canada
$179K – – –
WCM
4112
WealthTrak Capital Management
Virginia
$178K +$179K +304 New
EPW
4113
Endeavor Private Wealth
Kansas
$177K +$177K +301 New
GIS
4114
Grayhawk Investment Strategies
Alberta, Canada
$176K +$177K +300 New
FFL
4115
Financial Freedom LLC
Ohio
$174K – – –
WCM
4116
Westend Capital Management
California
$172K – – –
ADIM
4117
Alpha DNA Investment Management
Maryland
$164K – – –
WBWA
4118
William B. Walkup & Associates
South Carolina
$164K – – –
VFA
4119
Values First Advisors
Tennessee
$163K +$78.9K +134 +93%
WAM
4120
WFA Asset Management
Wisconsin
$160K – – –
AW
4121
Avion Wealth
Texas
$158K – – –
SC
4122
Stephens Consulting
Michigan
$158K – – –
FDW
4123
Fourth Dimension Wealth
Ohio
$154K +$155K +263 New
AFM
4124
Aspetuck Financial Management
Connecticut
$151K +$151K +257 New
OCM
4125
Osterweis Capital Management
California
$148K – – –
163 164
165
166 167