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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
1801
Oxinas Partners Wealth Management
Indiana
$1.85M +$248K +606 +14%
MRWM
1802
ML&R Wealth Management
Texas
$1.85M +$66.8K +163 +3%
GAA
1803
Global Assets Advisory
Florida
$1.85M +$1.97M +4,805 New
LK
1804
Lumbard & Kellner
New Hampshire
$1.84M +$752K +1,835 +60%
AIM
1805
Anchor Investment Management
South Carolina
$1.84M -$149K -364 -7%
FFS
1806
Founders Financial Securities
Maryland
$1.84M -$681K -1,662 -25%
WWA
1807
WCG Wealth Advisors
Nevada
$1.83M +$1.99M +4,857 New
BWS
1808
BCR Wealth Strategies
Alabama
$1.83M -$14.7K -36 -0.7%
HR
1809
Hardy Reed
Mississippi
$1.83M – – –
3F
1810
360 Financial
Minnesota
$1.82M +$345K +842 +22%
SHWM
1811
Smith & Howard Wealth Management
Georgia
$1.82M +$1.62M +3,950 +455%
PPW
1812
Pinnacle Private Wealth
Massachusetts
$1.8M -$48.3K -118 -2%
GC
1813
Giverny Capital
Quebec, Canada
$1.8M – – –
WWMSC
1814
Wagner Wealth Management (South Carolina)
South Carolina
$1.79M +$4.51K +11 +0.2%
CI
1815
Cigna Investments
Connecticut
$1.79M -$1.96M -4,790 -50%
SMA
1816
Sage Mountain Advisors
Georgia
$1.79M +$100K +245 +5%
HC
1817
Hamilton Capital
Ohio
$1.79M -$56.9K -139 -3%
MCM
1818
Morton Capital Management
California
$1.78M +$96.7K +236 +5%
GF
1819
Goodman Financial
Texas
$1.78M -$179K -436 -8%
ECG
1820
EPIQ Capital Group
California
$1.77M -$209K -510 -10%
AIMC
1821
Alley Investment Management Company
Illinois
$1.77M +$10.2K +25 +0.5%
IIM
1822
InTrack Investment Management
Vermont
$1.77M -$50K -122 -3%
AWM
1823
Affinity Wealth Management
Delaware
$1.77M -$16.4K -40 -0.9%
JIR
1824
James Investment Research
Ohio
$1.76M +$2.87K +7 +0.1%
BSA
1825
Bull Street Advisors
Georgia
$1.76M – – –
71 72
73
74 75