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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1901
JCIC Asset Management
Ontario, Canada
$28K – – –
PCM
1902
Peak Capital Management
Colorado
$28K +$29.3K +103 New
RCG
1903
Ruggie Capital Group
Florida
$26K -$54.1K -190 -68%
SFA
1904
Spectrum Financial Alliance
Kentucky
$26K +$25.6K +90 New
NPP
1905
New Potomac Partners
Maryland
$25K -$27.1K -95 -53%
BBA
1906
Braun-Bostich & Associates
Pennsylvania
$21K – – –
RCC
1907
Red Cedar Capital
Nebraska
$19K – – –
CI
1908
CX Institutional
Indiana
$15K – – –
SCA
1909
Stuart Chaussee & Associates
California
$15K – – –
FRA
1910
Front Row Advisors
California
$14.9K -$24.8K -87 -2%
SGAM
1911
Smith Group Asset Management
Texas
$14K -$57K -200 -80%
FWM
1912
Focused Wealth Management
New York
$13K – – –
CAM
1913
Chandler Asset Management
California
$9K – – –
TWMP
1914
Taylor Wealth Management Partners
Massachusetts
$9K – – –
CH
1915
Canton Hathaway
Rhode Island
$9K +$8.54K +30 New
WG
1916
Welch Group
Alabama
$8.98K -$96K -337 -1%
AIS
1917
Accurate Investment Solutions
Pennsylvania
$8K -$41.3K -145 -84%
CF
1918
Centaurus Financial
California
$7.52K -$11.4M -40,131 -100%
HCM
1919
Hilton Capital Management
New York
$7K – – –
CCMW
1920
Cypress Capital Management (Wyoming)
Wyoming
$6K – – –
OWA
1921
One Wealth Advisors
California
$6K – – –
OGC
1922
Oak Grove Capital
New Hampshire
$5K – – –
NWM
1923
Northwest Wealth Management
Iowa
$4K – – –
AIL
1924
AGF Investments LLC
Ontario, Canada
$3K – – –
HIM
1925
Hillsdale Investment Management
Ontario, Canada
$3K – – –
75 76
77
78 79