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
OGF
726
Orin Green Financial
California
$1.3M -$1.32M -19,076 Closed
MGP
727
Metis Global Partners
California
$1.28M +$844K +12,174 +189%
EWA
728
Etesian Wealth Advisors
Oregon
$1.28M +$483K +6,966 +60%
FWM
729
FSR Wealth Management
Illinois
$1.27M +$1.28M +18,459 New
LBC
730
Leigh Baldwin & Co
New York
$1.27M +$1.28M +18,454 New
RCWM
731
Red Crane Wealth Management
California
$1.27M +$1.28M +18,450 New
TF
732
Threadgill Financial
Texas
$1.27M +$24.2K +349 +2%
LSAG
733
Lake Street Advisors Group
New Hampshire
$1.27M +$4.37K +63 +0.3%
RIS
734
Richmond Investment Services
Wisconsin
$1.27M +$1.27M +18,394 New
BA
735
Bluesphere Advisors
Pennsylvania
$1.26M – – –
CFG
736
Copley Financial Group
California
$1.26M +$349K +5,039 +38%
Q1WB
737
Quest 10 Wealth Builders
Virginia
$1.25M +$1.26M +18,121 New
PCIA
738
Prime Capital Investment Advisors
Kansas
$1.25M +$181K +2,610 +17%
KFG
739
Kingdom Financial Group
Arizona
$1.25M -$91.2K -1,316 -7%
TF
740
Trek Financial
Arizona
$1.24M +$129K +1,866 +12%
FL
741
FreeGulliver LLC
Louisiana
$1.23M -$103K -1,480 -8%
RWM
742
Ritholtz Wealth Management
New York
$1.21M -$139 -2 -0%
CWP
743
Concord Wealth Partners
Virginia
$1.19M -$37.4K -540 -3%
TA
744
TFG Advisers
Michigan
$1.19M +$68.1K +982 +6%
EWA
745
EP Wealth Advisors
California
$1.17M +$614K +8,855 +109%
FWM
746
Fingerlakes Wealth Management
New York
$1.17M -$38.7K -559 -3%
LWMNY
747
Landmark Wealth Management (New York)
New York
$1.17M -$106K -1,535 -8%
CPA
748
Clear Point Advisors
New York
$1.16M -$347 -5 -0%
MA
749
Mosaic Advisors
Texas
$1.15M +$1.16M +16,708 New
CTWM
750
Cherry Tree Wealth Management
Minnesota
$1.15M -$56.1K -810 -5%
28 29
30
31 32