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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1026
Tolleson Wealth Management
Texas
$20.1M +$886K +1,222 +5%
AC
1027
AlphaCore Capital
California
$20M +$2.13M +2,944 +12%
WG
1028
Warner Group
Connecticut
$20M +$10.1M +13,896 +108%
PI
1029
PineBridge Investments
New York
$19.9M +$3.01M +4,152 +18%
TYCC
1030
Texas Yale Capital Corp
Florida
$19.9M -$460K -634 -2%
S
1031
Sachetta
Massachusetts
$19.9M +$614K +847 +3%
MIM
1032
Marco Investment Management
Georgia
$19.8M +$47.1K +65 +0.2%
SC
1033
Saiph Capital
New Jersey
$19.8M -$268K -370 -1%
AWM
1034
Arista Wealth Management
Nevada
$19.8M -$33.4K -46 -0.2%
LSIA
1035
LaSalle St. Investment Advisors
Illinois
$19.8M +$2.01M +2,775 +12%
AWM
1036
Aries Wealth Management
Maine
$19.8M +$429K +592 +2%
BCM
1037
Basso Capital Management
Connecticut
$19.7M -$276K -381 -1%
CAWM
1038
Capital Advisors Wealth Management
Washington
$19.7M +$3.62M +4,988 +23%
MG
1039
Marex Group
$19.6M +$13.8M +19,089 +264%
BB
1040
Bell Bank
North Dakota
$19.6M +$263K +363 +1%
IWA
1041
Icon Wealth Advisors
Texas
$19.6M -$302K -417 -2%
BAAM
1042
Baker Avenue Asset Management
California
$19.5M +$5.26M +7,257 +38%
AFG
1043
Atomi Financial Group
New York
$19.4M -$400K -552 -2%
HCP
1044
Hexagon Capital Partners
Arkansas
$19.4M -$570K -786 -3%
ZF
1045
Zhang Financial
Michigan
$19.3M +$318K +439 +2%
SAM
1046
Stembrook Asset Management
New Jersey
$19.3M -$270K -373 -1%
UW
1047
Unique Wealth
Florida
$19.2M -$1.81M -2,500 -9%
RA
1048
Rational Advisors
New York
$19.2M +$7.1M +9,799 +62%
BFO
1049
Biltmore Family Office
North Carolina
$19.1M -$771K -1,064 -4%
ASC
1050
Atalanta Sosnoff Capital
New York
$19.1M -$35.9M -49,470 -66%
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43 44