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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1726
Colony Family Offices
North Carolina
$6.64M +$514K +761 +9%
BRG
1727
Bay Rivers Group
Virginia
$6.62M +$10.1K +15 +0.2%
LWMT
1728
Legacy Wealth Management (Tennessee)
Tennessee
$6.62M – – –
RPWA
1729
Regent Peak Wealth Advisors
Georgia
$6.62M -$2.14M -3,170 -25%
MBWA
1730
Marin Bay Wealth Advisors
California
$6.61M +$6.55M +9,692 New
HWA
1731
HCR Wealth Advisors
California
$6.6M +$155K +230 +2%
MPCL
1732
My Personal CFO LLC
Washington
$6.6M +$5.76M +8,519 +733%
MCM
1733
Morton Capital Management
California
$6.6M -$18.9K -28 -0.3%
GC
1734
GatePass Capital
Ohio
$6.6M +$1.94M +2,868 +42%
LI
1735
LRI Investments
Florida
$6.59M -$24.3K -36 -0.4%
OFW
1736
Omnia Family Wealth
Florida
$6.58M +$590K +873 +10%
FAG
1737
Fortitude Advisory Group
Washington
$6.58M -$83.1K -123 -1%
FFW
1738
Fusion Family Wealth
New York
$6.57M -$4.05K -6 -0.1%
OIM
1739
Orca Investment Management
Oregon
$6.55M -$1.35K -2 -0%
LC
1740
LCNB Corp
Ohio
$6.55M -$48.7K -72 -0.7%
NA
1741
Nautilus Advisors
California
$6.54M +$48K +71 +0.7%
AIFAIM
1742
American Institute for Advanced Investment Management
Arizona
$6.54M -$39.2K -58 -0.6%
PCMF
1743
Private Capital Management (Florida)
Florida
$6.54M +$15.5K +23 +0.2%
MGWM
1744
Marks Group Wealth Management
Minnesota
$6.53M -$130K -193 -2%
MPW
1745
MGO Private Wealth
California
$6.53M -$691K -1,022 -10%
ALA
1746
Atlas Legacy Advisors
California
$6.5M +$433K +641 +7%
CFIA
1747
Cantor Fitzgerald Investment Advisors
New York
$6.49M -$562K -832 -8%
GSIAS
1748
Garden State Investment Advisory Services
New Jersey
$6.46M -$211K -312 -3%
RMP
1749
Richards, Merrill & Peterson
Washington
$6.43M +$75.7K +112 +1%
I
1750
INVST
Indiana
$6.43M +$2.27M +3,354 +55%
68 69
70
71 72