We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
3551
Sageworth Trust Company of South Dakota
South Dakota
$829K – – –
P
3552
Paradiem
Louisiana
$828K – – –
OHIS
3553
Oak Harvest Investment Services
Texas
$828K -$736K -1,015 -48%
TWM
3554
TriaGen Wealth Management
California
$826K -$71.1K -98 -8%
PCM
3555
Palisade Capital Management
New Jersey
$825K -$30.4K -42 -4%
RWRC
3556
R.W. Roge & Company
New York
$825K – – –
KIG
3557
Kennedy Investment Group
New Jersey
$825K -$12.3K -17 -2%
UWS
3558
Unique Wealth Strategies
Illinois
$823K +$1.45K +2 +0.2%
FA
3559
Fairlight Advisors
California
$823K +$799K +1,102 New
VPW
3560
Variant Private Wealth
Virginia
$823K -$21K -29 -3%
AIA
3561
Alternative Investment Advisors
Florida
$822K -$3.63K -5 -0.5%
PIWA
3562
Prevail Innovative Wealth Advisors
Kansas
$821K -$281K -388 -26%
BAM
3563
Broyhill Asset Management
North Carolina
$821K – – –
CCM
3564
Capstone Capital Management
$821K +$798K +1,100 New
LAM
3565
Lakewood Asset Management
Illinois
$821K – – –
MAM
3566
Marotta Asset Management
Virginia
$820K -$2.9K -4 -0.4%
CWMGO
3567
Capstone Wealth Management Group (Oregon)
Oregon
$820K -$167K -230 -17%
WE
3568
Wealth Effects
Massachusetts
$815K -$22.5K -31 -3%
AGP
3569
Aspire Growth Partners
Florida
$815K +$2.17K +3 +0.3%
SA
3570
SAM Advisors
California
$815K +$791K +1,091 New
FF
3571
Financial Futures
New Jersey
$813K -$20.3K -28 -3%
FSA
3572
Financial Sense Advisors
California
$813K +$85.6K +118 +12%
RP
3573
Rowlandmiller & Partners
Georgia
$812K +$13.8K +19 +2%
IWB
3574
Innovative Wealth Building
Maryland
$812K -$17.4K -24 -2%
FLA
3575
Financial Life Advisors
Texas
$811K +$210K +289 +36%
141 142
143
144 145