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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1276
Presidio Capital Management
California
$300K +$39.6K +498 +15%
FA
1277
Fountainhead AM
New Jersey
$300K +$65.8K +828 +28%
PRP
1278
Peak Retirement Planning
Ohio
$296K +$294K +3,693 New
BWP
1279
Balboa Wealth Partners
Arizona
$296K +$47.3K +595 +19%
CIM
1280
Cambria Investment Management
California
$294K +$66.2K +833 +29%
EFP
1281
Elser Financial Planning
Indiana
$292K +$290K +3,646 New
FFA
1282
Founders Financial Alliance
North Carolina
$290K +$77.7K +977 +37%
PGF
1283
Plan Group Financial
Oklahoma
$289K -$48.6K -611 -14%
JJBC
1284
James J. Burns & Company
New York
$287K +$284K +3,575 New
ACGA
1285
Atlanta Consulting Group Advisors
Georgia
$286K +$60K +754 +27%
CAM
1286
Cresset Asset Management
Illinois
$282K +$24.6K +309 +10%
SWM
1287
SHP Wealth Management
Massachusetts
$282K +$280K +3,516 New
TRIA
1288
Trail Ridge Investment Advisors
Colorado
$281K -$42.2K -531 -13%
ML
1289
McAdam LLC
Pennsylvania
$280K +$278K +3,493 New
SW
1290
SlateStone Wealth
Florida
$280K – – –
BWA
1291
Boulder Wealth Advisors
Colorado
$280K -$14.9K -187 -5%
RF
1292
Rossby Financial
Florida
$276K -$67.1K -844 -20%
PMG
1293
ProVise Management Group
Florida
$275K -$9.94K -125 -4%
CF
1294
Claris Financial
Virginia
$274K -$147K -1,843 -35%
GWMIA
1295
Global Wealth Management Investment Advisory
Florida
$273K -$5.57K -70 -2%
PNAA
1296
Pictet North America Advisors
Switzerland
$270K +$267K +3,362 New
CLIP
1297
Colter Lewis Investment Partners
Connecticut
$269K +$267K +3,358 New
CPP
1298
Capasso Planning Partners
South Carolina
$269K +$7.71K +97 +3%
CCMW
1299
Cypress Capital Management (Wyoming)
Wyoming
$267K – – –
FB
1300
Fulton Bank
Pennsylvania
$266K – – –
50 51
52
53 54