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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1226
Truvvo Partners
New York
$564K +$13.4K +62 +2%
LTI
1227
Laffer Tengler Investments
Tennessee
$562K -$13K -60 -2%
PAM
1228
Premier Asset Management
Illinois
$560K -$67K -310 -11%
PL
1229
Parthenon LLC
Kentucky
$560K – – –
TDC
1230
Thompson Davis & Co
Virginia
$556K -$400K -1,852 -43%
BCM
1231
BTR Capital Management
California
$555K +$33.1K +153 +6%
RWA
1232
Ropes Wealth Advisors
Massachusetts
$555K +$202K +936 +57%
ZCI
1233
Zevenbergen Capital Investments
Washington
$554K +$19K +88 +4%
BWFA
1234
Baltimore-Washington Financial Advisors
Maryland
$554K +$32.4K +150 +6%
PAG
1235
Pinnacle Advisory Group
Maryland
$549K +$6.7K +31 +1%
SCA
1236
STALEY CAPITAL ADVISERS
Pennsylvania
$546K +$4.75K +22 +0.9%
BA
1237
BKS Advisors
Michigan
$545K +$216K +1,000 +66%
FNB
1238
Farmers National Bank
Kentucky
$541K +$4.32K +20 +0.8%
CCB
1239
Cutter & Co Brokerage
Missouri
$541K +$56K +259 +12%
BHTS
1240
Bar Harbor Trust Services
Maine
$541K +$541K +2,502 New
DIA
1241
Dean Investment Associates
Ohio
$538K +$2.59K +12 +0.5%
MFT
1242
Moisand Fitzgerald Tamayo
Florida
$537K – – –
RWA
1243
River Wealth Advisors
Pennsylvania
$535K +$155K +716 +41%
DIS
1244
Diversified Investment Strategies
Louisiana
$533K – – –
UB
1245
UMB Bank
Missouri
$532K +$9.08K +42 +2%
HDIM
1246
Hanson & Doremus Investment Management
Vermont
$531K -$5.4K -25 -1%
CI
1247
Cavalier Investments
Georgia
$530K +$116K +535 +28%
TCB
1248
Texas Capital Bancshares
Texas
$528K – – –
CMP
1249
Courage Miller Partners
Virginia
$523K – – –
GF
1250
Gerstein Fisher
New York
$523K +$5.19K +24 +1%
48 49
50
51 52