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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
401
Retirement Income Solutions
Michigan
$40.4M -$172K -389 -0.4%
NHC
402
Nicholas Hoffman & Company
Georgia
$40.4M -$97K -220 -0.2%
KPW
403
Kore Private Wealth
New York
$40.4M +$6.46M +14,653 +18%
EML
404
Eos Management LP
New York
$40.3M – – –
NCM
405
Novare Capital Management
North Carolina
$40.1M +$2.78M +6,303 +7%
DCM
406
Davidson Capital Management
Texas
$40M -$1.05M -2,391 -3%
BAM
407
Belpointe Asset Management
Nevada
$39.8M +$8.6M +19,496 +27%
LP
408
LGL Partners
Pennsylvania
$39.7M -$324K -734 -0.8%
ATFA
409
All Terrain Financial Advisors
Minnesota
$39.6M -$168K -380 -0.4%
CAG
410
Crestwood Advisors Group
Massachusetts
$39.6M -$1.39M -3,141 -3%
SFG
411
SNS Financial Group
Minnesota
$39.3M -$487K -1,105 -1%
SB
412
Simmons Bank
Arkansas
$39.2M +$1.6M +3,627 +4%
CCM
413
Covington Capital Management
California
$39M -$1.15M -2,596 -3%
GWM
414
Greenhouse Wealth Management
Connecticut
$39M -$1.26M -2,857 -3%
RFC
415
Regions Financial Corp
Alabama
$38.8M -$4.95M -11,215 -11%
CC
416
Cypress Capital
Tennessee
$38.5M +$13.2M +30,016 +50%
HCM
417
HMS Capital Management
Tennessee
$38.5M -$2.73M -6,193 -6%
NC
418
NewSquare Capital
Pennsylvania
$38.4M +$716K +1,623 +2%
CIG
419
Consolidated Investment Group
Colorado
$38M – – –
EDRH
420
Edmond de Rothschild Holding
Switzerland
$37.9M +$28.6M +64,871 +276%
BCP
421
Berkeley Capital Partners
Georgia
$37.9M +$427K +967 +1%
RSWM
422
Robertson Stephens Wealth Management
California
$37.9M +$4.03M +9,141 +12%
BA
423
Birinyi Associates
Connecticut
$37.8M +$154K +350 +0.4%
IA
424
IFG Advisory
Georgia
$37.7M -$1.1M -2,492 -3%
MCM
425
Murphy Capital Management
New Jersey
$37.2M -$2.46M -5,581 -6%
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