We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
851
Orion Capital Management
California
$216K +$59 +1 +0%
CIBC World Market
852
CIBC World Market
Ontario, Canada
$215K +$204K +3,487 New
SW
853
SlateStone Wealth
Florida
$215K +$205K +3,496 New
CHA
854
Carmichael Hill & Associates
Maryland
$212K +$5.33K +91 +3%
NC
855
Napatree Capital
Rhode Island
$208K +$206K +3,523 New
PG
856
Patten Group
Tennessee
$207K +$197K +3,370 New
TWC
857
TD Waterhouse Canada
Ontario, Canada
$207K +$147K +2,503 New
CWG
858
Cornerstone Wealth Group
North Carolina
$205K +$195K +3,335 New
SWM
859
SeaCrest Wealth Management
New York
$204K +$195K +3,322 New
LW
860
Linscomb Wealth
Texas
$204K +$194K +3,318 New
CSIA
861
Charles Schwab Investment Advisory
California
$204K -$69.1K -1,180 -26%
TIAA Trust, National Association
862
TIAA Trust, National Association
North Carolina
$203K +$194K +3,307 New
MLRA
863
Main Line Retirement Advisors
Montana
$203K -$108K -1,850 -36%
MWPCG
864
Measured Wealth Private Client Group
New Hampshire
$203K +$193K +3,295 New
WA
865
Wealth Alliance
New York
$202K -$62K -1,059 -24%
VAG
866
VisionPoint Advisory Group
Texas
$198K +$74.3K +1,269 +65%
SMA
867
Sage Mountain Advisors
Georgia
$192K +$183K +3,120 New
PB
868
Pinnacle Bancorp
Nebraska
$191K
MPWT
869
MassMutual Private Wealth & Trust
Connecticut
$190K +$17K +290 +10%
AIM
870
Arcadia Investment Management
Michigan
$188K -$16.1K -275 -8%
EWA
871
EP Wealth Advisors
California
$185K +$176K +3,004 New
TCG
872
Transcendent Capital Group
Oklahoma
$184K +$175K +2,995 New
MG
873
Mather Group
Illinois
$176K -$84K -1,435 -31%
NP
874
NorthRock Partners
Minnesota
$172K +$164K +2,793 New
Franklin Resources
875
Franklin Resources
California
$167K