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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
1051
Concourse Financial Group Securities
Alabama
$273K -$48K -692 -15%
AIM
1052
Advyzon Investment Management
Illinois
$272K +$274K +3,952 New
HAC
1053
Harbor Advisory Corp
New Hampshire
$271K
JWA
1054
JFS Wealth Advisors
Pennsylvania
$268K +$485 +7 +0.2%
PSFG
1055
Park Square Financial Group
Georgia
$268K +$270K +3,889 New
SAM
1056
Secure Asset Management
Michigan
$266K +$268K +3,862 New
PMG
1057
ProVise Management Group
Florida
$264K -$22.7K -328 -8%
HWM
1058
HB Wealth Management
Georgia
$264K +$265K +3,825 New
PWM
1059
Prosperity Wealth Management
California
$263K
MWA
1060
Meridian Wealth Advisors
Texas
$261K +$347 +5 +0.1%
PCS
1061
Private Client Services
Kentucky
$259K +$901 +13 +0.3%
SRB
1062
Shotwell Rutter Baer
Michigan
$257K -$1.04K -15 -0.4%
PWP
1063
PrairieView Wealth Partners
Illinois
$257K +$259K +3,733 New
FC
1064
Forte Capital
New York
$256K -$49.6K -716 -16%
AF
1065
Affiance Financial
Minnesota
$255K
SSB
1066
Sandy Spring Bank
Maryland
$254K
SI
1067
Stephens Inc
Arkansas
$253K +$254K +3,668 New
GC
1068
Guidance Capital
Kentucky
$252K -$4.09K -59 -2%
CCMW
1069
Cypress Capital Management (Wyoming)
Wyoming
$250K +$251K +3,620 New
CIBC World Market
1070
CIBC World Market
Ontario, Canada
$248K -$2.36K -34 -0.9%
CAM
1071
Chesapeake Asset Management
New York
$247K
CCP
1072
Carmel Capital Partners
California
$247K +$248K +3,582 New
SW
1073
SlateStone Wealth
Florida
$241K
OCM
1074
Orion Capital Management
California
$241K -$901 -13 -0.4%
MCM
1075
Mendel Capital Management
Arkansas
$239K +$240K +3,465 New