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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1076
Regimen Wealth
Georgia
$727K +$8K +100 +1%
LAA
1077
Liberty Atlantic Advisors
Texas
$724K -$145K -1,808 -16%
FL
1078
FreeGulliver LLC
Louisiana
$722K -$136K -1,695 -15%
HNW
1079
High Note Wealth
Minnesota
$721K +$16.8K +210 +2%
SGI
1080
Summit Global Investments
Utah
$708K -$565K -7,069 -43%
MCCP
1081
Mission Creek Capital Partners
California
$708K +$20.6K +258 +3%
AT
1082
Arlington Trust
Alabama
$708K – – –
ORG
1083
Optimist Retirement Group
Washington
$707K +$1.12K +14 +0.2%
PFO
1084
Pioneer Family Office
Florida
$706K +$229K +2,865 +45%
SW
1085
SteelPeak Wealth
California
$701K -$1.6K -20 -0.2%
SG
1086
Sankala Group
Colorado
$700K – – –
KIM
1087
Kestra Investment Management
Texas
$698K +$19.6K +245 +3%
CCM
1088
Consolidated Capital Management
California
$696K +$727K +9,089 New
DW30
1089
Drucker Wealth 3.0
New Jersey
$694K +$241K +3,008 +50%
FWM
1090
FSR Wealth Management
Illinois
$692K +$193K +2,410 +36%
AC
1091
Asio Capital
Kentucky
$690K +$721K +9,014 New
OCM
1092
Orion Capital Management
California
$689K +$487K +6,093 +209%
CWM
1093
Cranbrook Wealth Management
Michigan
$689K +$6.16K +77 +0.9%
SFS
1094
Summit Financial Strategies
Ohio
$688K -$13.2K -165 -2%
SWM
1095
SeaCrest Wealth Management
New York
$681K +$711K +8,894 New
RCM
1096
RB Capital Management
Nevada
$676K +$95.3K +1,191 +16%
CB
1097
Chris Bulman
California
$676K -$71.5K -894 -9%
FNT
1098
First Nebraska Trust
Nebraska
$675K +$705K +8,813 New
BFM
1099
Boothbay Fund Management
New York
$674K +$152K +1,900 +28%
TSW
1100
Three Seasons Wealth
Utah
$672K +$113K +1,416 +19%
42 43
44
45 46