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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
651
Ashton Thomas Private Wealth
Arizona
$33.3M +$3.93M +6,870 +15%
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$33.2M +$518K +906 +2%
SMC
653
Smith, Moore & Co
Missouri
$33M +$441K +771 +1%
LP
654
LMR Partners
United Kingdom
$32.9M +$26.7M +46,658 +699%
BFWA
655
Benchmark Financial Wealth Advisors
Florida
$32.9M -$3.05M -5,335 -9%
HCM
656
Howland Capital Management
Massachusetts
$32.7M -$292K -511 -1%
BA
657
Birinyi Associates
Connecticut
$32.7M -$2.91M -5,083 -9%
FPGK
658
Financial Partners Group (Kansas)
Kansas
$32.7M +$5.87M +10,265 +24%
GA
659
GFS Advisors
Texas
$32.6M +$30.2M +52,792 New
TTWM
660
TCV Trust & Wealth Management
Virginia
$32.6M -$143K -250 -0.5%
BA
661
Bridgewater Advisors
New York
$32.6M -$6.98M -12,219 -19%
OC
662
Oakmont Corp
California
$32.5M -$103K -180 -0.3%
BWM
663
BigSur Wealth Management
Florida
$32.5M -$12.6K -22 -0%
CFO
664
Callan Family Office
Pennsylvania
$32.3M -$263K -460 -0.9%
NP
665
Ninepoint Partners
Ontario, Canada
$32.3M -$1.54M -2,700 -5%
GSC
666
Ground Swell Capital
South Carolina
$32.2M +$29.8M +52,166 New
SW
667
SVB Wealth
Massachusetts
$32.1M -$15.3M -26,838 -34%
GFL
668
Granite FO LLC
New Hampshire
$32.1M -$2.24M -3,915 -7%
WS
669
Wedbush Securities
California
$32M -$232K -406 -0.8%
CWP
670
Curated Wealth Partners
California
$31.9M +$70.9K +124 +0.2%
MWP
671
Momentum Wealth Planning
Florida
$31.9M +$29.4M +51,437 New
FNC
672
First National Corp
Massachusetts
$31.8M +$364K +637 +1%
MA
673
MKT Advisors
California
$31.7M -$2.33M -4,077 -7%
CGL
674
Clarius Group LLC
Washington
$31.7M -$564K -987 -2%
WRTC
675
Wind River Trust Company
Wyoming
$31.7M – – –
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