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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1951
TrinityPoint Wealth
Connecticut
$3.94M +$591K +1,003 +18%
CCM
1952
Cullen Capital Management
New York
$3.93M +$3.28M +5,572 +495%
RIS
1953
Richmond Investment Services
Wisconsin
$3.91M +$3.94M +6,680 New
RFA
1954
Resurgent Financial Advisors
Georgia
$3.91M +$402K +682 +11%
WIA
1955
Wetzel Investment Advisors
Indiana
$3.9M -$56K -95 -1%
SIA
1956
SeaBridge Investment Advisors
New Jersey
$3.9M +$1.18M +2,000 +43%
ACI
1957
Alpha Cubed Investments
California
$3.9M +$594K +1,009 +18%
TWM
1958
Topsail Wealth Management
North Carolina
$3.9M +$3.92M +6,648 New
PWM
1959
Pines Wealth Management
North Carolina
$3.88M +$3.94M +6,690 New
FNB
1960
Farmers National Bank
Kentucky
$3.88M +$3.9M +6,624 New
SAM
1961
Sequent Asset Management
Texas
$3.88M +$152K +258 +4%
RPC
1962
Rossmore Private Capital
Connecticut
$3.87M -$113K -192 -3%
HFBOT
1963
Home Federal Bank of Tennessee
Tennessee
$3.87M – – –
AI
1964
ArchPoint Investors
Florida
$3.87M – – –
EA
1965
Enclave Advisors
Texas
$3.86M -$48.3K -82 -1%
HWM
1966
Howard Wealth Management
Connecticut
$3.86M -$35.4K -60 -0.9%
IWS
1967
Insight Wealth Strategies
California
$3.84M +$1.2M +2,039 +45%
FFA
1968
Fragasso Financial Advisors
Pennsylvania
$3.84M -$14.1K -24 -0.4%
PFM
1969
Phillips Financial Management
Indiana
$3.83M -$292K -495 -7%
WKSWA
1970
White Knight Strategic Wealth Advisors
New Jersey
$3.83M +$2.15M +3,654 +127%
BFIM
1971
Beese Fulmer Investment Management
Ohio
$3.82M -$7.07K -12 -0.2%
SIMG
1972
Sonora Investment Management Group
Arizona
$3.82M -$115K -196 -3%
WJA
1973
Willis Johnson & Associates
Texas
$3.82M +$527K +894 +16%
PGWM
1974
Pitti Group Wealth Management
New York
$3.82M +$206K +349 +6%
KPWG
1975
KFA Private Wealth Group
Virginia
$3.81M +$813K +1,380 +27%
77 78
79
80 81