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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$193K +$552 +13 +0.3%
HWMA
152
Heritage Wealth Management (Arizona)
Arizona
$148K -$52.3K -1,231 -26%
GRP
153
Global Retirement Partners
California
$130K -$20.3K -479 -13%
PCG
154
Private Capital Group
Connecticut
$128K -$1.44K -34 -1%
JP Morgan Chase
155
JP Morgan Chase
New York
$126K -$434K -10,226 -77%
APA
156
American Portfolios Advisors
New York
$115K -$297 -7 -0.3%
KFS
157
Kelly Financial Services
Massachusetts
$113K +$35.1K +827 +44%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$107K -$65.3K -1,539 -37%
NFG
159
Next Financial Group
Texas
$104K +$5.35K +126 +5%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$89K -$44.1K -1,038 -33%
AF
161
Allworth Financial
California
$85K +$86.9K +2,048 New
MHR
162
Matthew Hamilton Rosenberg
$82K +$83.9K +1,976 New
AF
163
Advisornet Financial
Minnesota
$81K -$764 -18 -0.9%
BWM
164
Baystate Wealth Management
Massachusetts
$78K +$78.4K +1,846 +3,550%
CFD
165
Creative Financial Designs
Indiana
$76K +$2K +47 +3%
BA
166
Ballast Advisors
Minnesota
$75K -$6.37K -150 -8%
SAM
167
Strategic Asset Management
Minnesota
$73K +$75.6K +1,781 New
BHWM
168
Bay Harbor Wealth Management
Maryland
$64K -$66.3K -1,561 -50%
BlackRock
169
BlackRock
New York
$60K
VCM
170
Versant Capital Management
Arizona
$59K +$255 +6 +0.4%
SPIA
171
Steward Partners Investment Advisory
New York
$40K -$5.14K -121 -11%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$39K
JPLA
173
Joseph P. Lucia & Associates
New York
$36K
AWA
174
Arkadios Wealth Advisors
Georgia
$34K
CPC
175
Consolidated Planning Corp
Georgia
$34K +$34.7K +818 New