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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1101
Ellis Investment Partners
Pennsylvania
$7.46M +$497K +1,293 +7%
LFAS
1102
Level Four Advisory Services
Texas
$7.43M +$3.17M +8,252 +74%
TFG
1103
Tilson Financial Group
New Jersey
$7.41M +$7.45M +19,387 New
EGA
1104
E&G Advisors
Texas
$7.4M -$192K -500 -3%
BC
1105
Burleson & Co
California
$7.39M -$435K -1,132 -6%
IFWM
1106
Institute for Wealth Management
Colorado
$7.36M +$240K +624 +3%
TAM
1107
Tucker Asset Management
Colorado
$7.29M -$547K -1,423 -7%
TFGT
1108
TS Financial Group (TSFG)
Illinois
$7.28M +$1.2M +3,125 +20%
PGWM
1109
Parisi Gray Wealth Management
New Jersey
$7.27M +$6.54M +17,018 +855%
GCM
1110
Ghisallo Capital Management
Massachusetts
$7.24M +$7.28M +18,940 New
FMC
1111
First Merchants Corp
Indiana
$7.23M +$331K +862 +5%
MWM
1112
Modera Wealth Management
New Jersey
$7.22M +$2.89M +7,519 +66%
SAM
1113
Silverhawk Asset Management
Arizona
$7.21M +$1.36M +3,538 +23%
MCCP
1114
Mission Creek Capital Partners
California
$7.2M -$283K -737 -4%
CLOS
1115
Compagnie Lombard Odier SCmA
Switzerland
$7.19M +$57.7K +150 +0.8%
OPW
1116
Oxler Private Wealth
New York
$7.19M -$75.3K -196 -1%
CWA
1117
Clarus Wealth Advisors
Arizona
$7.17M -$1.73M -4,504 -20%
JEST
1118
JTC Employer Solutions Trustee
Jersey
$7.17M – – –
YAVAPFMC
1119
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$7.16M – – –
LDFR
1120
Lehman & Derafelo Financial Resources
Pennsylvania
$7.15M +$4.65M +12,111 +184%
CAM
1121
Crestone Asset Management
Colorado
$7.14M +$1.3M +3,374 +22%
SBIA
1122
Sheaff Brock Investment Advisors
Indiana
$7.13M +$625K +1,626 +10%
PCM
1123
Perritt Capital Management
Illinois
$7.1M -$396K -1,031 -5%
PFM
1124
Parsec Financial Management
North Carolina
$7.09M +$234K +608 +3%
SWA
1125
Sutton Wealth Advisors
Florida
$7.09M +$612K +1,592 +9%
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