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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMP
1751
Polar Asset Management Partners
Ontario, Canada
$263K +$273K +1,000 New
RCM
1752
RNC Capital Management
California
$262K -$2.6M -9,537 -91%
FIAS
1753
FinTrust Investment Advisory Services
South Carolina
$261K -$56K -205 -17%
PCA
1754
Providence Capital Advisors
North Carolina
$261K – – –
LWM
1755
Lenox Wealth Management
Ohio
$261K +$132K +484 +96%
NOCM
1756
Night Owl Capital Management
Connecticut
$261K +$270K +991 New
TA
1757
TMD & Associates
Arizona
$260K – – –
NIC
1758
Northwest Investment Counselors
Oregon
$258K -$113K -415 -30%
SFC
1759
SYM Financial Corp
Indiana
$256K -$849K -3,109 -76%
PCA
1760
Private Capital Advisors
Connecticut
$256K – – –
WCWM
1761
Willow Creek Wealth Management
California
$256K +$266K +973 New
ACA
1762
Anchor Capital Advisors
Massachusetts
$254K -$2.49M -9,132 -90%
AIP
1763
Ahrens Investment Partners
Louisiana
$254K -$63.9K -234 -20%
BHWM
1764
Bar Harbor Wealth Management
New Hampshire
$253K -$99.9K -366 -28%
PT
1765
Plimoth Trust
Massachusetts
$253K -$2.73K -10 -1%
BFM
1766
Broadview Financial Management
Wisconsin
$251K -$16.4K -60 -6%
WPA
1767
Winning Points Advisors
Florida
$250K – – –
WWMSC
1768
Wagner Wealth Management (South Carolina)
South Carolina
$247K -$61.7K -226 -19%
OLA
1769
Oliver Luxxe Assets
New Jersey
$247K +$257K +940 New
FLA
1770
Financial Life Advisors
Texas
$246K +$23.5K +86 +10%
AOWM
1771
Alpha Omega Wealth Management
Virginia
$245K – – –
ACM
1772
Academy Capital Management
Texas
$244K – – –
SFI
1773
SPC Financial Inc
Maryland
$243K -$218K -800 -46%
BC
1774
Blackhill Capital
New Jersey
$241K – – –
ACM
1775
AlphaStar Capital Management
North Carolina
$241K +$250K +915 New
69 70
71
72 73