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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1551
Hamilton Point Investment Advisors
North Carolina
$3.72M -$5.88K -14 -0.2%
OMC
1552
Overbrook Management Corp
New York
$3.72M -$430K -1,025 -11%
DF
1553
Dunhill Financial
United Kingdom
$3.71M +$3.54M +8,446 New
RA
1554
Regis Acquisition
Colorado
$3.71M – – –
MP
1555
McDonald Partners
Ohio
$3.71M -$81.8K -195 -2%
CF
1556
Clarity Financial
Texas
$3.68M +$3.49M +8,308 New
VWM
1557
Valley Wealth Managers
New Jersey
$3.68M -$21.4K -51 -0.6%
NG
1558
NWK Group
California
$3.67M -$57.1K -136 -2%
TPCM
1559
Two Point Capital Management
New York
$3.66M +$3.19M +7,596 +1,137%
PAM
1560
Pegasus Asset Management
New York
$3.66M -$24.8K -59 -0.7%
SV
1561
Sturgeon Ventures
United Kingdom
$3.64M -$2.95M -7,028 -45%
BSA
1562
Braun Stacey Associates
New York
$3.64M -$3.45M -8,214 -50%
CWM
1563
Chesapeake Wealth Management
Virginia
$3.63M +$45.3K +108 +1%
TA
1564
TruWealth Advisors
Louisiana
$3.63M -$78.5K -187 -2%
CC
1565
Callan Capital
California
$3.62M -$376K -895 -10%
SAM
1566
Sequent Asset Management
Texas
$3.59M +$991K +2,361 +41%
LFA
1567
Laraway Financial Advisors
Minnesota
$3.58M -$68.4K -163 -2%
OGF
1568
Orin Green Financial
California
$3.58M – – –
CWM
1569
Cherrydale Wealth Management
New Jersey
$3.58M +$12.6K +30 +0.4%
SSG
1570
Summit Securities Group
New York
$3.57M -$1.43M -3,418 -30%
NAS
1571
NWF Advisory Services
California
$3.55M – – –
RWP
1572
Ridgecrest Wealth Partners
California
$3.54M – – –
MWP
1573
Madison Wealth Partners
Wisconsin
$3.54M +$12.2K +29 +0.4%
PCH
1574
PGIM Custom Harvest
New Jersey
$3.54M +$896K +2,134 +37%
CWM
1575
ClientFirst Wealth Management
Arkansas
$3.53M – – –
61 62
63
64 65