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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWM
1901
Legacy Capital Wealth Management
Texas
$5.16M +$5.12M +7,577 New
BF
1902
Blankinship & Foster
California
$5.16M +$58.1K +86 +1%
CLIP
1903
Colter Lewis Investment Partners
Connecticut
$5.16M +$5.1M +7,542 New
HIG
1904
Heritage Investment Group
Florida
$5.15M -$20.3K -30 -0.4%
SI
1905
Saxon Interests
Texas
$5.15M -$1.32M -1,946 -20%
PAM
1906
Pegasus Asset Management
New York
$5.14M +$4.05K +6 +0.1%
WIA
1907
Wetzel Investment Advisors
Indiana
$5.13M -$6.76K -10 -0.1%
PPG
1908
Peak Planning Group
Colorado
$5.12M +$2.95M +4,363 +139%
SPP
1909
Single Point Partners
Massachusetts
$5.09M -$18.2K -27 -0.4%
ESB
1910
Essex Savings Bank
Connecticut
$5.09M +$376K +556 +8%
BWA
1911
BlueSky Wealth Advisors
North Carolina
$5.08M -$13.5K -20 -0.3%
DAM
1912
Deltec Asset Management
New York
$5.08M -$202K -299 -4%
AFG
1913
ABLE Financial Group
Arizona
$5.08M +$43.9K +65 +0.9%
GCM
1914
Gunpowder Capital Management
Maryland
$5.08M +$5.04M +7,451 New
MCM
1915
M1 Capital Management
Michigan
$5.08M +$41.9K +62 +0.8%
AF
1916
Aldebaran Financial
$5.07M -$278K -411 -5%
AF
1917
AtlasMark Financial
Texas
$5.07M – – –
SWP
1918
Sagespring Wealth Partners
Tennessee
$5.07M +$140K +207 +0.1%
BC
1919
Burney Company
Virginia
$5.06M +$1.16M +1,718 +30%
SI
1920
Symmetry Investments
Jersey
$5.05M +$5M +7,401 New
MSAGDF
1921
Moneda SA Administradora General de Fondos
Chile
$5.04M +$299K +442 +6%
EHC
1922
Everett Harris & Co
California
$5.04M +$643K +951 +15%
TLCM
1923
Twin Lakes Capital Management
California
$5.03M -$50.7K -75 -1%
CWA
1924
Capital Wealth Alliance
Arizona
$5.03M -$146K -216 -3%
AF
1925
Arrow Financial
New York
$5.02M -$21K -31 -0.4%
75 76
77
78 79