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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
626
Comerica Securities
Michigan
$22.9M +$3.8M +9,043 +21%
CAM
627
CenterStar Asset Management
Illinois
$22.7M +$3.13M +7,451 +17%
USCWA
628
U.S. Capital Wealth Advisors
Texas
$22.7M +$780K +1,859 +4%
CI
629
Cavalier Investments
Georgia
$22.6M +$15.9M +37,996 +295%
PA
630
Paragon Advisors
Texas
$22.5M +$21.3M +50,689 New
BAM
631
Blueshift Asset Management
New Jersey
$22.4M +$5.03M +11,993 +31%
AWM
632
Axxcess Wealth Management
California
$22.4M -$7.64M -18,215 -26%
PWMAG
633
Pinnacle Wealth Management Advisory Group
New Jersey
$22.3M +$677K +1,613 +3%
NAM
634
NorthCrest Asset Manangement
Minnesota
$22.2M +$2.1K +5 +0%
PFS
635
Prospera Financial Services
Texas
$22.2M +$1.26M +3,014 +6%
BWA
636
Burt Wealth Advisors
Maryland
$22.2M -$181K -431 -0.9%
CWMU
637
Caliber Wealth Management (Utah)
Utah
$22.1M +$19.9M +47,332 +1,869%
QC
638
Qalhat Capital
British Virgin Islands
$22M – – –
ASC
639
Atalanta Sosnoff Capital
New York
$22M -$12.6M -29,916 -38%
BWP
640
BSW Wealth Partners
Colorado
$22M -$324K -771 -2%
PWPS
641
Pinnacle Wealth Planning Services
Ohio
$21.8M -$468K -1,114 -2%
AFS
642
Aft Forsyth & Sober
Florida
$21.8M +$2.75M +6,555 +15%
BFWA
643
Benchmark Financial Wealth Advisors
Florida
$21.7M +$5.52M +13,147 +37%
AIP
644
ARS Investment Partners
New York
$21.7M -$194K -463 -0.9%
FNC
645
First National Corp
Massachusetts
$21.7M -$439K -1,046 -2%
OPCM
646
Osborne Partners Capital Management
California
$21.5M +$131K +313 +0.6%
LFASL
647
Lugano Financial Advisors SA (LFA)
Switzerland
$21.4M +$1.23M +2,924 +6%
PAM
648
Palisade Asset Management
Minnesota
$21.4M -$190K -452 -0.9%
KWM
649
Keebeck Wealth Management
Illinois
$21.3M +$1.26K +3 +0%
CFO
650
Callan Family Office
Pennsylvania
$21.2M -$1.05M -2,504 -5%
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