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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2051
Fenimore Asset Management
New York
$418K +$24.4K +80 +5%
MSS
2052
Mitchell Sinkler & Starr
Pennsylvania
$418K +$27.5K +90 +6%
MWP
2053
Meridian Wealth Partners
Pennsylvania
$417K +$225K +738 +84%
NWS
2054
Newport Wealth Strategies
California
$416K -$12.8K -42 -3%
EWF
2055
Epstein & White Financial
California
$415K -$203K -666 -29%
DAM
2056
Doheny Asset Management
California
$415K – – –
UWPG
2057
Ullmann Wealth Partners Group
Florida
$415K +$3.05K +10 +0.6%
SXL
2058
Summit X LLC
Missouri
$414K -$830K -2,720 -63%
DR
2059
Davis Rea
Ontario, Canada
$414K – – –
FSCM
2060
Front Street Capital Management
Montana
$413K -$42.1K -138 -8%
ML
2061
McAdam LLC
Pennsylvania
$412K +$82.7K +271 +20%
LWM
2062
Liberty Wealth Management
California
$410K -$4.27K -14 -0.9%
CWG
2063
Cornerstone Wealth Group
North Carolina
$409K +$124K +406 +34%
FMP
2064
Financial Management Professionals
Texas
$405K +$38.1K +125 +9%
HCA
2065
Hyperion Capital Advisors
New York
$405K +$176K +576 +58%
PCMC
2066
Private Capital Management (Colorado)
Colorado
$405K +$243K +795 +102%
5L
2067
55I LLC
Massachusetts
$405K +$444K +1,456 New
AC
2068
Arjuna Capital
North Carolina
$404K -$138K -451 -22%
CFO
2069
CVA Family Office
Colorado
$404K -$11.3K -37 -2%
BZWA
2070
Blue Zone Wealth Advisors
California
$404K +$26.8K +88 +6%
BIA
2071
Biondo Investment Advisors
Pennsylvania
$403K – – –
NS
2072
NewDay Solutions
New Hampshire
$400K -$3.32M -10,884 -89%
TFA
2073
TPG Financial Advisors
Oregon
$399K -$65.3K -214 -12%
SAM
2074
SP Asset Management
California
$399K – – –
CA
2075
Capital Advantage
California
$399K +$140K +460 +49%
81 82
83
84 85