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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
951
Trust Company of the South
North Carolina
$18.4M -$116K -197 -0.6%
RCWM
952
Royal Capital Wealth Management
Indiana
$18.4M +$419K +712 +2%
EE
953
EWG Elevate
California
$18.4M +$3.49M +5,917 +23%
IFPG
954
Intrepid Financial Planning Group
Indiana
$18.3M -$785K -1,332 -4%
LWMI
955
Landmark Wealth Management (Illinois)
Illinois
$18.2M -$1.23M -2,094 -6%
OC
956
Oakworth Capital
Alabama
$18.2M +$433K +735 +2%
CBB
957
Citizens Business Bank
California
$18.2M +$5.56M +9,442 +56%
SHF
958
Safe Harbor Fiduciary
Florida
$18.2M -$465K -789 -2%
BSG
959
Black Swift Group
Colorado
$18.2M +$5.82M +9,873 +47%
JGC
960
J. Goldman & Co
New York
$18.1M -$67.4M -114,418 -79%
HC
961
Henshaw Capital
Massachusetts
$18.1M – – –
HIP
962
HUB Investment Partners
Texas
$18.1M -$1.61M -2,734 -8%
FWA
963
FSC Wealth Advisors
New York
$18M +$698K +1,185 +4%
JIM
964
JCP Investment Management
Texas
$18M – – –
SC
965
Sepio Capital
Utah
$18M -$4.29M -7,286 -19%
VAM
966
Verity Asset Management
North Carolina
$18M +$1.21M +2,051 +6%
PAG
967
Private Advisory Group
Washington
$18M -$2.19M -3,725 -11%
HT
968
Heritage Trust
Oklahoma
$17.8M +$17.9M +30,449 New
PTC
969
Private Trust Company
Ohio
$17.8M -$997K -1,693 -5%
LF
970
LifeSteps Financial
California
$17.8M +$10.6K +18 +0.1%
PIM
971
Penobscot Investment Management
Massachusetts
$17.8M +$285K +483 +2%
DL
972
DOHJ LLC
Washington
$17.8M +$2.33M +3,961 +15%
YIA
973
YHB Investment Advisors
Connecticut
$17.8M +$628K +1,066 +4%
PFP
974
Paragon Financial Partners
California
$17.8M -$646K -1,097 -3%
JSSH
975
J. Safra Sarasin Holding
$17.8M -$672K -1,141 -4%
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