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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
426
HM Payson & Co
Maine
$46.4M -$54.2K -118 -0.1%
GL
427
Graypoint LLC
New York
$46.4M +$1.22M +2,659 +3%
CM
428
Churchill Management
California
$46.3M -$1.06M -2,302 -2%
RIS
429
Retirement Income Solutions
Michigan
$45.9M +$1.21M +2,626 +3%
USCWA
430
U.S. Capital Wealth Advisors
Texas
$45.8M +$4.5M +9,804 +11%
BAM
431
Belpointe Asset Management
Nevada
$45.8M +$1.61M +3,498 +4%
BBNA
432
Bremer Bank National Association
Minnesota
$45.5M -$1.7M -3,697 -4%
VR
433
Viridian RIA
Washington
$45.4M +$43.9M +95,542 New
SHIM
434
Stone House Investment Management
Pennsylvania
$45.4M +$382K +832 +0.9%
APA
435
American Portfolios Advisors
New York
$45.3M +$11.2M +24,327 +34%
DCM
436
Davidson Capital Management
Texas
$45.3M +$1.02M +2,215 +2%
SW
437
SteelPeak Wealth
California
$45.2M +$12.9M +28,107 +42%
PWLP
438
Prio Wealth Limited Partnership
Massachusetts
$45.1M -$225K -490 -0.5%
EWM
439
Empirical Wealth Management
Washington
$45M -$499K -1,086 -1%
RFC
440
Regions Financial Corp
Alabama
$45M +$1.93M +4,214 +5%
WCAMG
441
Woodard & Company Asset Management Group
North Carolina
$45M -$28.1M -61,232 -39%
EML
442
Eos Management LP
New York
$44.6M – – –
OWM
443
Olympus Wealth Management
Utah
$44.4M +$42.9M +93,534 New
GRP
444
Global Retirement Partners
California
$44.4M +$3.48M +7,584 +9%
CC
445
Cypress Capital
Tennessee
$44.3M +$1.62M +3,534 +4%
DT
446
Daniels + Tansey
Delaware
$44.3M -$1.63M -3,552 -4%
BPC
447
Banque Pictet & Cie
Switzerland
$44.2M -$44.3M -96,405 -51%
APW
448
Atlantic Private Wealth
North Carolina
$43.9M +$42.5M +92,527 New
BCP
449
Berkeley Capital Partners
Georgia
$43.9M +$1.84M +4,017 +5%
AWM
450
Atticus Wealth Management
Florida
$43.6M -$2.71M -5,900 -6%
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