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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1001
Financial Management Professionals
Texas
$14.6M +$7M +11,904 +84%
RIL
1002
Rothschild Investment LLC
Illinois
$14.5M +$514K +874 +3%
CHJWM
1003
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.5M +$205K +348 +1%
PGCM
1004
Prescott Group Capital Management
Oklahoma
$14.5M +$8.59M +14,617 +129%
GKFF
1005
George Kaiser Family Foundation
Oklahoma
$14.5M +$15.2M +25,920 New
LCWP
1006
Legacy Capital Wealth Partners
Arkansas
$14.4M -$1.76M -2,988 -4%
FPW
1007
Flagship Private Wealth
Massachusetts
$14.4M -$491K -835 -3%
LFG
1008
Larson Financial Group
Missouri
$14.3M +$2.57M +4,369 +21%
BCMIO
1009
Beacon Capital Management Inc (Ohio)
Ohio
$14.3M -$48.9M -83,151 -78%
FA
1010
Fiducient Advisors
Illinois
$14.1M -$850K -1,446 -5%
WB
1011
WesBanco Bank
West Virginia
$14.1M +$231K +393 +2%
BAM
1012
BOS Asset Management
Illinois
$14.1M +$323K +550 +2%
PAG
1013
Private Advisory Group
Washington
$14M -$3.29M -5,605 -18%
FLC
1014
Fifth Lane Capital
Texas
$14M – – –
BB
1015
Bell Bank
North Dakota
$14M +$163K +277 +1%
IC
1016
Ikarian Capital
Texas
$14M +$14.7M +25,000 New
MIM
1017
Marco Investment Management
Georgia
$14M +$540K +918 +4%
GKWIM
1018
Gerber Kawasaki Wealth & Investment Management
California
$14M +$721K +1,227 +5%
OIS
1019
Okabena Investment Services
Minnesota
$14M – – –
BLC
1020
Brown, Lisle/Cummings
Rhode Island
$13.9M +$340K +579 +2%
MI
1021
Moneywise Inc
Virginia
$13.9M +$568K +967 +4%
AWA
1022
Aaron Wealth Advisors
Illinois
$13.9M -$1.32M -2,248 -8%
GAM
1023
GEM Asset Management
Michigan
$13.9M -$360K -613 -2%
PCG
1024
PFC Capital Group
California
$13.9M -$150K -255 -1%
GP
1025
Gridiron Partners
Pennsylvania
$13.9M -$728K -1,239 -5%
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