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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2451
PFG Private Wealth Management
Florida
$590K +$1.99K +5 +0.3%
IF
2452
Integrity Financial
Wyoming
$589K +$43.3K +109 +7%
AWM
2453
AllSquare Wealth Management
New York
$587K -$19.9K -50 -3%
EWA
2454
Encompass Wealth Advisors
Oregon
$584K -$14.7K -37 -2%
AAM
2455
Autus Asset Management
Arizona
$582K – – –
NAG
2456
Northstar Advisory Group
New Jersey
$581K -$865K -2,179 -57%
CAM
2457
Cypress Asset Management
Texas
$581K -$5.96K -15 -0.9%
JWM
2458
JFG Wealth Management
Colorado
$580K – – –
ICM
2459
Intrepid Capital Management
Florida
$580K +$645K +1,624 New
MA
2460
Maxele Advisors
Missouri
$579K -$4.77K -12 -0.7%
DIS
2461
Diversified Investment Strategies
Louisiana
$578K +$107K +270 +20%
NC
2462
Noked Capital
Israel
$577K +$641K +1,615 New
ZAM
2463
Zevin Asset Management
Massachusetts
$576K – – –
III
2464
Independent Investors Inc
New York
$575K – – –
MPW
2465
Monterey Private Wealth
California
$573K +$97.7K +246 +18%
BCM
2466
Basso Capital Management
Connecticut
$571K -$1.35M -3,400 -68%
CNAM
2467
Campbell Newman Asset Management
Wisconsin
$571K -$334K -841 -34%
ACG
2468
Allen Capital Group
Nebraska
$569K -$172K -432 -21%
BWM
2469
Birchcreek Wealth Management
Ohio
$569K – – –
HWM
2470
HighMark Wealth Management
Minnesota
$566K +$16.3K +41 +3%
WBCM
2471
Wilson & Boucher Capital Management
California
$565K +$13.9K +35 +2%
TFM
2472
TFC Financial Management
Massachusetts
$564K +$794 +2 +0.1%
TPA
2473
Trivium Point Advisory
Connecticut
$562K +$374K +942 +167%
AWM
2474
Altus Wealth Management
Kentucky
$560K -$68.7K -173 -10%
KFI
2475
Key Financial Inc
Pennsylvania
$560K -$17.5K -44 -3%
97 98
99
100 101