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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1926
Lotus Asset Management
Tennessee
$5.16M +$5.01M +6,912 New
OAM
1927
OP Asset Management
$5.15M +$1.12M +1,551 +29%
M
1928
MetLife
New York
$5.14M – – –
GCM
1929
Generation Capital Management
New York
$5.12M -$61.6K -85 -1%
CPCM
1930
Cardinal Point Capital Management
Ontario, Canada
$5.12M +$109K +151 +2%
TVAMP
1931
Tennessee Valley Asset Management Partners
Tennessee
$5.11M +$344K +474 +7%
RMA
1932
Roffman Miller Associates
Pennsylvania
$5.1M +$61.6K +85 +1%
RWM
1933
RKL Wealth Management
Pennsylvania
$5.09M +$68.9K +95 +1%
II
1934
Ironclad Investments
Florida
$5.08M – – –
RDWM
1935
Red Door Wealth Management
Tennessee
$5.06M -$101K -139 -2%
LNB
1936
Ledyard National Bank
$5.05M -$199K -275 -4%
AF
1937
Aldebaran Financial
$5.05M -$515K -711 -10%
TFS
1938
Thoroughbred Financial Services
Tennessee
$5.04M +$90.6K +125 +2%
PWP
1939
Private Wealth Partners
California
$5.04M -$59.5K -82 -1%
HWM
1940
Howard Wealth Management
Connecticut
$5.03M +$64.5K +89 +1%
CW
1941
Cedarwood Wealth
Colorado
$5.03M +$26.8K +37 +0.6%
CCAM
1942
Cascades Capital Asset Management
North Carolina
$5.03M +$2.17K +3 +0%
SCA
1943
Sandy Cove Advisors
Massachusetts
$5.02M +$939K +1,295 +24%
MAS
1944
Madden Advisory Services
Florida
$5.02M -$125K -172 -2%
FAT
1945
First American Trust
California
$5.02M -$506K -698 -9%
TLA
1946
Tanglewood Legacy Advisors
Texas
$5.02M -$115K -158 -2%
AW
1947
Alchemi Wealth
Connecticut
$5.02M +$384K +530 +9%
RCA
1948
Ranch Capital Advisors
Florida
$5.01M +$207K +285 +4%
IP
1949
Indivisible Partners
Florida
$5.01M +$4.33M +5,968 +808%
EGA
1950
Eagle Global Advisors
Texas
$5.01M -$102K -140 -2%
76 77
78
79 80