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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
776
Trivium Point Advisory
Connecticut
$251K +$7.49K +143 +3%
CSIA
777
Charles Schwab Investment Advisory
California
$251K +$235K +4,495 New
TCWM
778
Total Clarity Wealth Management
Illinois
$250K -$786 -15 -0.3%
CFAM
779
Center For Asset Management
Florida
$250K -$31.5K -602 -12%
TFS
780
Thoroughbred Financial Services
Tennessee
$249K +$234K +4,471 New
SWIG
781
Strategic Wealth Investment Group
Kentucky
$248K -$59.4K -1,133 -20%
ODFS
782
O'Donnell Financial Services
California
$247K
W
783
Wealthquest
Ohio
$247K -$82.7K -1,579 -26%
SPI
784
Santori & Peters Inc
Pennsylvania
$246K
WA
785
Wealth Alliance
New York
$243K +$227K +4,341 New
Deutsche Bank
786
Deutsche Bank
Germany
$241K +$226K +4,312 New
TWP
787
Tempus Wealth Planning
California
$241K -$9.06K -173 -4%
CAMG
788
CWA Asset Management Group
Florida
$241K
RWB
789
RMR Wealth Builders
New Jersey
$241K +$226K +4,310 New
RIM
790
Rockbridge Investment Management
New York
$240K +$225K +4,302 New
GW
791
GW & Wade
Massachusetts
$240K
CA
792
Calton & Associates
Florida
$239K +$224K +4,270 New
ATC
793
Argent Trust Co
Tennessee
$235K +$221K +4,209 New
Empower Advisory Group
794
Empower Advisory Group
Colorado
$235K +$220K +4,205 New
VCP
795
Verus Capital Partners
Arizona
$232K -$17.9K -341 -8%
OBWG
796
Onyx Bridge Wealth Group
New York
$231K +$216K +4,125 New
FDS
797
Freedom Day Solutions
Texas
$230K
FFW
798
Fusion Family Wealth
New York
$225K
RBC
799
Romano Brothers & Co
Illinois
$224K
GIA
800
Guyasuta Investment Advisors
Pennsylvania
$222K +$208K +3,976 New