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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1876
Fiduciary Group
Georgia
$1.96M -$4.01K -9 -0.2%
AA
1877
Apriem Advisors
California
$1.96M -$11.3M -25,426 -85%
TCM
1878
Tufton Capital Management
Maryland
$1.96M -$33.4K -75 -2%
AI
1879
Atom Investors
Texas
$1.95M +$1.93M +4,324 New
CDIA
1880
Capital Directions Investment Advisors
Georgia
$1.95M -$65.9K -148 -3%
LA
1881
Lifeworks Advisors
Michigan
$1.94M -$4.74M -10,649 -71%
OPWM
1882
Oxinas Partners Wealth Management
Indiana
$1.94M -$12K -27 -0.6%
CPP
1883
Capasso Planning Partners
South Carolina
$1.94M +$1.92M +4,302 New
HCM
1884
Hengehold Capital Management
Ohio
$1.94M +$38.3K +86 +2%
CST
1885
Charles Schwab Trust
Nevada
$1.94M +$776K +1,743 +68%
CRIG
1886
Charter Research & Investment Group
Connecticut
$1.93M -$26.7K -60 -1%
BFIM
1887
Beese Fulmer Investment Management
Ohio
$1.93M -$5.79K -13 -0.3%
CCB
1888
Cutter & Co Brokerage
Missouri
$1.93M +$6.68K +15 +0.4%
AMC
1889
Asset Management Corp
Illinois
$1.93M +$1.12M +2,517 +143%
MW
1890
Milestone Wealth
New York
$1.93M – – –
MSS
1891
Mitchell Sinkler & Starr
Pennsylvania
$1.93M +$668K +1,500 +54%
FSC
1892
Full Sail Capital
Oklahoma
$1.93M -$33.8K -76 -2%
HKAM
1893
Horizon Kinetics Asset Management
New York
$1.93M -$68.1K -153 -3%
ZCM
1894
Ziegler Capital Management
Illinois
$1.92M -$523K -1,174 -22%
SIS
1895
SVB Investment Services
Utah
$1.91M -$258K -579 -12%
OWA
1896
Octavia Wealth Advisors
Ohio
$1.91M -$172K -386 -8%
CPC
1897
Consolidated Planning Corp
Georgia
$1.9M -$61.4K -138 -3%
RMA
1898
Roffman Miller Associates
Pennsylvania
$1.9M – – –
IIC
1899
Ironwood Investment Counsel
Arizona
$1.9M +$608K +1,365 +48%
PAIM
1900
Punch & Associates Investment Management
Minnesota
$1.9M -$44.5K -100 -2%
74 75
76
77 78