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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1476
Perennial Advisors
New York
$9.76M +$841K +1,160 +10%
MPCA
1477
Madison Park Capital Advisors
Washington
$9.76M +$147K +203 +2%
HG
1478
Herbst Group
Connecticut
$9.72M -$166K -229 -2%
KCFA
1479
Key Client Fiduciary Advisors
New Jersey
$9.69M +$421K +581 +5%
NWWA
1480
New Wave Wealth Advisors
Arkansas
$9.69M -$1.35M -1,862 -13%
CPW
1481
Cove Private Wealth
New York
$9.68M +$1.78M +2,455 +23%
WWC
1482
Waypoint Wealth Counsel
Georgia
$9.66M -$578K -797 -6%
HIA
1483
Harbor Investment Advisory
Maryland
$9.64M +$54.4K +75 +0.6%
CW
1484
Channel Wealth
California
$9.63M -$640K -883 -6%
KNFPWM
1485
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$9.63M +$143K +197 +2%
NRG
1486
Nemes Rush Group
Michigan
$9.62M +$117K +161 +1%
ORAM
1487
One River Asset Management
Connecticut
$9.6M +$9.32M +12,856 New
WA
1488
WBH Advisory
Maryland
$9.58M -$102K -141 -1%
FL
1489
FreeGulliver LLC
Louisiana
$9.55M +$2.58M +3,564 +39%
CAC
1490
Certified Advisory Corp
Florida
$9.52M -$212K -292 -2%
HPA
1491
High Probability Advisors
New York
$9.5M – – –
LWM
1492
Latko Wealth Management
Illinois
$9.5M -$88.5K -122 -1%
FCCM
1493
First City Capital Management
Georgia
$9.49M -$137K -189 -1%
FMII
1494
Farmers & Merchants Investments Inc
Nebraska
$9.48M +$114K +157 +1%
CAM
1495
Covenant Asset Management
New Jersey
$9.48M +$156K +215 +2%
WB
1496
West Bancorporation
Iowa
$9.47M – – –
MF
1497
Montis Financial
Massachusetts
$9.46M -$178K -245 -2%
LA
1498
LexAurum Advisors
Kansas
$9.46M +$7.22M +9,957 +368%
PFW
1499
Petros Family Wealth
Minnesota
$9.46M +$182K +251 +2%
AAS
1500
Annex Advisory Services
Wisconsin
$9.45M +$384K +530 +4%
58 59
60
61 62