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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1201
One Capital Management
California
$12.3M -$940K -1,595 -7%
AIM
1202
AMI Investment Management
Indiana
$12.3M +$1.61M +2,734 +15%
CC
1203
Carrhae Capital
United Kingdom
$12.3M -$3.3M -5,606 -21%
OAM
1204
Ostrum Asset Management
France
$12.2M -$3.24M -5,500 -21%
AF
1205
Advisornet Financial
Minnesota
$12.2M +$612K +1,039 +5%
FCMA
1206
Foresight Capital Management Advisors
Michigan
$12.2M +$282K +478 +2%
MAM
1207
Milestone Asset Management
Pennsylvania
$12.2M -$775K -1,316 -6%
MA
1208
Marquette Associates
Illinois
$12.1M -$61.9K -105 -0.5%
BPWM
1209
Badgley Phelps Wealth Managers
Washington
$12.1M -$37.7K -64 -0.3%
LIA
1210
Luken Investment Analytics
Tennessee
$12.1M -$22.4K -38 -0.2%
GLA
1211
Good Life Advisors
Pennsylvania
$12.1M -$805K -1,367 -6%
CAS
1212
Coppell Advisory Solutions
Texas
$12M +$890K +1,511 +8%
LWM
1213
Lyell Wealth Management
California
$12M -$28.9K -49 -0.2%
TPI
1214
Trust Point Inc
Wisconsin
$12M +$9.06M +15,381 +301%
GFPC
1215
Global Financial Private Client
Florida
$12M -$127K -215 -1%
TCM
1216
Towercrest Capital Management
Pennsylvania
$12M +$101K +172 +0.8%
HWA
1217
Hillcrest Wealth Advisors
New Jersey
$12M -$88.4K -150 -0.7%
SCA
1218
Sage Capital Advisors
South Dakota
$12M -$147K -249 -1%
NWA
1219
Navis Wealth Advisors
New York
$12M -$21.8K -37 -0.2%
BWA
1220
BlueChip Wealth Advisors
Georgia
$12M +$838K +1,422 +7%
BAM
1221
Berkshire Asset Management
Pennsylvania
$11.9M -$1.84M -3,122 -14%
AWMT
1222
AAFMAA Wealth Management & Trust
North Carolina
$11.9M +$110K +186 +0.9%
MNA
1223
Manning & Napier Advisors
New York
$11.9M -$181K -308 -1%
MBT
1224
Montecito Bank & Trust
California
$11.9M -$1.14M -1,934 -9%
AO
1225
Advisor OS
Illinois
$11.9M -$107K -181 -0.9%
47 48
49
50 51