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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
1651
Cantor Fitzgerald Investment Advisors
New York
$6.05M -$220K -374 -3%
IA
1652
Integrity Alliance
Iowa
$6.05M +$6.08M +10,324 New
PSCM
1653
Per Stirling Capital Management
Texas
$6.05M +$1.74M +2,949 +40%
WCP
1654
Wick Capital Partners
Pennsylvania
$6.02M -$1.05M -1,789 -15%
TPA
1655
Trivium Point Advisory
Connecticut
$6.02M +$1.03M +1,752 +21%
PFW
1656
Petros Family Wealth
Minnesota
$6.01M +$6.04M +10,253 New
MIM
1657
Marshall Investment Management
Colorado
$6M +$6.16M +10,455 New
MDSL
1658
M.D. Sass LLC
New York
$5.99M – – –
CRWM
1659
Castle Rock Wealth Management
California
$5.99M -$2.8M -4,749 -33%
CVA
1660
Central Valley Advisors
California
$5.97M -$23K -39 -0.4%
PA
1661
Perennial Advisors
New York
$5.97M +$6M +10,179 New
CBT
1662
Crews Bank & Trust
Florida
$5.95M +$5.98M +10,156 New
CWM
1663
Cordatus Wealth Management
Pennsylvania
$5.95M -$8.72M -14,793 -59%
ACM
1664
Absolute Capital Management
Pennsylvania
$5.94M -$44.8K -76 -0.7%
HWM
1665
Hohimer Wealth Management
Washington
$5.93M +$173K +294 +3%
VCP
1666
Verus Capital Partners
Arizona
$5.93M +$577K +980 +11%
SJGA
1667
Stephen J. Garry & Associates
New York
$5.92M -$810K -1,375 -12%
NGA
1668
Naples Global Advisors
Florida
$5.92M +$79.5K +135 +1%
LC
1669
LCNB Corp
Ohio
$5.91M -$36.5K -62 -0.6%
BRG
1670
Bay Rivers Group
Virginia
$5.9M +$399K +677 +7%
HCA
1671
Heck Capital Advisors
Wisconsin
$5.9M +$5.93M +10,060 New
BFC
1672
Blue Fin Capital
Rhode Island
$5.89M -$2.95K -5 -0%
LNWTC
1673
Laird Norton Wetherby Trust Company
Washington
$5.88M – – –
NAM
1674
Nutshell Asset Management
United Kingdom
$5.88M +$5.91M +10,032 New
ML
1675
McAdam LLC
Pennsylvania
$5.87M +$764K +1,297 +15%
65 66
67
68 69