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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
1126
Atalanta Sosnoff Capital
New York
$14.2M -$411K -641 -3%
SS
1127
SBI Securities
Japan
$14.2M -$401K -626 -3%
AMBIA
1128
Allen Mooney & Barnes Investment Advisors
Georgia
$14.2M -$151K -236 -1%
CL
1129
CSS LLC
Illinois
$14.2M +$13.7M +21,304 New
PHS
1130
PFM Health Sciences
California
$14.1M +$2.62M +4,081 +24%
AGAM
1131
Audent Global Asset Management
California
$14.1M +$6.12M +9,543 +83%
CFM
1132
Comprehensive Financial Management
California
$14.1M – – –
BWP
1133
Balboa Wealth Partners
Arizona
$14.1M +$1.04M +1,620 +8%
CAMG
1134
CWA Asset Management Group
Florida
$14M -$721K -1,125 -5%
CWP
1135
Cyndeo Wealth Partners
Florida
$14M +$92.9K +145 +0.7%
IB
1136
Intrust Bank
Kansas
$14M -$99.4K -155 -0.7%
BWA
1137
BlueChip Wealth Advisors
Georgia
$13.9M +$469K +732 +4%
IAIM
1138
Industrial Alliance Investment Management
Quebec, Canada
$13.9M -$217K -339 -2%
WWA
1139
WCG Wealth Advisors
Nevada
$13.9M -$526K -821 -4%
TCBWMS
1140
Texas Capital Bank Wealth Management Services
Texas
$13.9M -$962K -1,500 -7%
CCC
1141
Compass Capital Corp
Massachusetts
$13.9M +$7.61M +11,872 +139%
TCWA
1142
Turtle Creek Wealth Advisors
Texas
$13.8M +$2.25M +3,511 +20%
SW
1143
SlateStone Wealth
Florida
$13.8M -$256K -400 -2%
AA
1144
Advisory Alpha
Michigan
$13.8M -$8.7M -13,579 -40%
RAG
1145
RIA Advisory Group
Iowa
$13.8M -$819K -1,278 -6%
BM
1146
Berman McAleer
Maryland
$13.8M +$13.2M +20,637 New
AP
1147
Appleton Partners
Massachusetts
$13.7M -$353K -551 -3%
DWA
1148
Douglass Winthrop Advisors
New York
$13.7M -$78.8K -123 -0.6%
NFG
1149
Nations Financial Group
Iowa
$13.7M +$564K +880 +4%
MLL
1150
Moody Lynn & Lieberson
Massachusetts
$13.7M -$299K -467 -2%
44 45
46
47 48