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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1801
Lyell Wealth Management
California
$766K +$355K +1,163 +65%
LA
1802
LexAurum Advisors
Kansas
$762K +$5.19K +17 +0.6%
VCM
1803
Violich Capital Management
California
$760K -$138K -454 -13%
QT
1804
Quantbot Technologies
New York
$757K +$896K +2,939 New
LJAC
1805
L.J. Altfest & Co
New York
$756K +$13.7K +45 +2%
JPLA
1806
Joseph P. Lucia & Associates
New York
$755K +$398K +1,305 +80%
KFA
1807
Kelleher Financial Advisors
New York
$753K +$414K +1,357 +87%
PBC
1808
Pavion Blue Capital
California
$752K +$890K +2,918 New
CCA
1809
Clearwater Capital Advisors
Illinois
$751K -$308K -1,009 -26%
CB
1810
Cadence Bank
Mississippi
$750K +$32.6K +107 +4%
GWMIA
1811
Global Wealth Management Investment Advisory
Florida
$746K +$176K +578 +25%
MLIC
1812
Mandatum Life Insurance Company
Finland
$744K -$34.5K -113 -4%
WQ
1813
Wealth Quarterback
New Jersey
$737K -$112M -365,639 -99%
AIC
1814
Archer Investment Corporation
Indiana
$734K -$2.4M -7,872 -73%
ECM
1815
EagleClaw Capital Management
Massachusetts
$734K – – –
MG
1816
McCutchen Group
Washington
$734K +$305 +1 +0%
GAMC
1817
Garner Asset Management Corp
Texas
$733K +$246K +805 +39%
PAM
1818
Premier Asset Management
Illinois
$731K +$88.5K +290 +11%
CA
1819
CapWealth Advisors
Tennessee
$729K +$165K +540 +24%
CWM
1820
Cedar Wealth Management
California
$729K +$438K +1,436 +103%
BCP
1821
Blue Chip Partners
Michigan
$727K -$187K -612 -18%
NCM
1822
Northside Capital Management
Oregon
$727K – – –
AGA
1823
Accuvest Global Advisors
Utah
$725K -$1.98M -6,500 -70%
NA
1824
Navellier & Associates
Nevada
$722K – – –
TCM
1825
Telos Capital Management
California
$722K +$113K +370 +15%
71 72
73
74 75