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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2051
SP Asset Management
California
$498K +$476K +1,547 New
FAM
2052
Fenimore Asset Management
New York
$496K – – –
PPWM
2053
PFG Private Wealth Management
Florida
$496K +$474K +1,540 New
SRC
2054
Shufro Rose & Co
New York
$495K -$6.77K -22 -1%
PFM
2055
Peak Financial Management
Massachusetts
$494K -$11.4K -37 -2%
WR
2056
Watson Rebecca
$494K +$472K +1,534 New
FSA
2057
Financial Sense Advisors
California
$493K +$209K +679 +80%
LRPA
2058
L. Roy Papp & Associates
Arizona
$492K – – –
MSS
2059
Mitchell Sinkler & Starr
Pennsylvania
$492K +$126K +410 +37%
LAIC
2060
Lederer & Associates Investment Counsel
California
$491K – – –
DE
2061
Day & Ennis
Georgia
$489K +$98.8K +321 +27%
LTI
2062
Laffer Tengler Investments
Tennessee
$488K -$17.2K -56 -4%
NWS
2063
Newport Wealth Strategies
California
$487K +$616 +2 +0.1%
AIA
2064
Armor Investment Advisors
North Carolina
$486K – – –
NPGCU
2065
Napier Park Global Capital (US)
New York
$486K +$466K +1,512 New
LOAMU
2066
Lombard Odier Asset Management (USA)
New York
$483K -$30.3M -98,500 -99%
AHB
2067
Abner Herrman & Brock
New Jersey
$483K -$51.4K -167 -10%
TAM
2068
Tealwood Asset Management
Minnesota
$483K -$25.6K -83 -5%
ACM
2069
Arlington Capital Management
Illinois
$480K +$459K +1,490 New
CG
2070
Cynosure Group
Utah
$479K – – –
MA
2071
Modus Advisors
Minnesota
$478K +$458K +1,486 New
BZWA
2072
Blue Zone Wealth Advisors
California
$476K +$456K +1,480 New
TF
2073
TimeScale Financial
Massachusetts
$475K -$16K -52 -3%
CTA
2074
Colonial Trust Advisors
South Carolina
$474K – – –
TFF
2075
The Family Firm
Maryland
$474K +$454K +1,474 New
81 82
83
84 85