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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1676
Security Financial Services
Indiana
$2.75M +$134K +302 +5%
TF
1677
Tompkins Financial
New York
$2.75M +$1.54M +3,462 +132%
TSWM
1678
Tyler-Stone Wealth Management
Ohio
$2.73M +$617K +1,385 +30%
SA
1679
Sunesis Advisors
Kansas
$2.73M – – –
RPC
1680
Rossmore Private Capital
Connecticut
$2.73M +$232K +520 +9%
LBC
1681
Lawrence B. Cohen
$2.72M -$166K -372 -6%
CFA
1682
Capstone Financial Advisors
Illinois
$2.71M -$99.3K -223 -4%
PC
1683
Permanens Capital
New York
$2.71M +$892K +2,004 +50%
YU
1684
Yale University
Connecticut
$2.71M -$445K -1,000 -14%
WAL
1685
W Advisors LLC
Tennessee
$2.71M -$7.57K -17 -0.3%
SIM
1686
Sentry Investment Management
Wisconsin
$2.71M +$2.67M +5,995 New
IA
1687
Insight Advisors
Pennsylvania
$2.71M +$384K +862 +17%
PMAM
1688
Picton Mahoney Asset Management
Ontario, Canada
$2.71M +$1.57M +3,520 +143%
RMAM
1689
Raab & Moskowitz Asset Management
New Jersey
$2.7M -$2.23K -5 -0.1%
BF
1690
Blankinship & Foster
California
$2.7M -$2.67K -6 -0.1%
AC
1691
AlphaCore Capital
California
$2.69M +$46.3K +104 +2%
NCM
1692
Nelson Capital Management
California
$2.68M +$306K +688 +13%
RMCM
1693
Reynders McVeigh Capital Management
Massachusetts
$2.68M -$317K -713 -11%
WMP
1694
Wealth Management Partners
Arizona
$2.68M – – –
SAM
1695
SP Asset Management
California
$2.68M +$309K +695 +13%
FP
1696
Financial Perspectives
Minnesota
$2.67M +$11.6K +26 +0.4%
SFWA
1697
Summit Financial Wealth Advisors
Louisiana
$2.66M -$234K -526 -8%
BOPW
1698
Brandywine Oak Private Wealth
Pennsylvania
$2.66M +$12.5K +28 +0.5%
BA
1699
BCM Advisors
Louisiana
$2.66M -$227K -509 -8%
SFM
1700
Signet Financial Management
New Jersey
$2.63M +$60.1K +135 +2%
66 67
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69 70