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
CWM
726
Confluence Wealth Management
Oregon
$8.14M -$239K -829 -3%
OIA
727
Optimum Investment Advisors
Illinois
$8.13M +$53.8K +187 +0.7%
CC
728
Courier Capital
New York
$8.12M -$94.7K -329 -1%
B
729
Bridgeworth
Alabama
$8.1M +$641K +2,227 +9%
BJL
730
Brighton Jones LLC
Washington
$8.07M -$1.13M -3,915 -12%
FLPIM
731
F.L. Putnam Investment Management
Massachusetts
$8.06M +$5.47K +19 +0.1%
LOAMS
732
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.04M -$280K -974 -3%
IWM
733
IHT Wealth Management
Illinois
$8M -$5M -17,380 -39%
TAM
734
Tyers Asset Management
Texas
$7.98M +$6.12M +21,252 +355%
BWFA
735
Baltimore-Washington Financial Advisors
Maryland
$7.97M +$227K +788 +3%
CWM
736
CMH Wealth Management
New Hampshire
$7.97M – – –
LFAS
737
Level Four Advisory Services
Texas
$7.97M -$683K -2,371 -8%
KP
738
Keel Point
Alabama
$7.96M +$4.36M +15,132 +126%
OIA
739
OneDigital Investment Advisors
Kansas
$7.95M +$1.91M +6,616 +32%
CLOS
740
Compagnie Lombard Odier SCmA
Switzerland
$7.93M -$271K -940 -3%
CC
741
Claybrook Capital
Massachusetts
$7.93M +$603K +2,094 +8%
NIM
742
Nicollet Investment Management
Minnesota
$7.89M -$16.1K -56 -0.2%
SIC
743
Salem Investment Counselors
North Carolina
$7.89M +$7.75M +26,921 New
SAM
744
Silvercrest Asset Management
New York
$7.87M -$216K -749 -3%
MWM
745
Merriman Wealth Management
Washington
$7.83M -$388K -1,347 -5%
TCM
746
Tuttle Capital Management
Connecticut
$7.79M -$14.5M -50,313 -65%
ACI
747
Alpha Cubed Investments
California
$7.79M +$486K +1,689 +7%
FNBOMD
748
First National Bank of Mount Dora
Florida
$7.78M +$157K +545 +2%
NCM
749
Neumann Capital Management
California
$7.73M +$178K +619 +2%
PWP
750
Personal Wealth Partners
Minnesota
$7.7M -$145K -502 -2%
28 29
30
31 32