We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
676
Baker Tilly Wealth Management
Wisconsin
$981K -$347K -5,338 -27%
FFO
677
Fortitude Family Office
Arizona
$980K -$20.8K -320 -2%
HKIMG
678
Hutchens & Kramer Investment Management Group
Indiana
$963K +$600K +9,225 +178%
TF
679
TLWM Financial
Texas
$961K -$74.2K -1,141 -7%
JSA
680
Jacobson & Schmitt Advisors
Wisconsin
$961K +$5.98K +92 +0.7%
WIP
681
WealthCare Investment Partners
Rhode Island
$957K -$42.2K -649 -4%
SF
682
Synovus Financial
Georgia
$953K +$501K +7,698 +120%
CB
683
Chris Bulman
California
$947K -$904K -13,908 -50%
CWG
684
Cornerstone Wealth Group
North Carolina
$945K +$579K +8,904 +175%
AWM
685
Apollon Wealth Management
South Carolina
$938K -$101K -1,559 -10%
CAMV
686
Concord Asset Management (Virginia)
Virginia
$930K +$50.5K +777 +6%
FA
687
FSA Advisors
Michigan
$927K -$181K -2,785 -17%
FOA
688
Five Oceans Advisors
California
$923K -$90K -1,384 -9%
SL
689
Sentinus LLC
Illinois
$918K +$952K +14,643 +359%
HA
690
Hofer & Associates
California
$916K +$7.61K +117 +0.9%
DRS
691
Deane Retirement Strategies
Louisiana
$916K -$22K -338 -2%
MIAS
692
Mason Investment Advisory Services
Virginia
$911K – – –
EFG
693
Embree Financial Group
Illinois
$910K +$2.8K +43 +0.3%
LFG
694
Leverty Financial Group
Wisconsin
$903K +$185K +2,842 +27%
TPWA
695
Twin Peaks Wealth Advisors
California
$901K -$44.9K -690 -5%
AWM
696
Avior Wealth Management
Nebraska
$893K -$27.4K -422 -3%
CFG
697
Copley Financial Group
California
$890K +$858K +13,186 New
SL
698
SFM LLC
New Hampshire
$867K -$9.04K -139 -1%
NIWA
699
New Insight Wealth Advisors
California
$865K +$393K +6,048 +89%
CB
700
Commerce Bank
Missouri
$863K -$92.7K -1,425 -10%
26 27
28
29 30