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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORG Wealth Partners
1226
ORG Wealth Partners
Texas
$602K +$553K +6,486 +1,787%
Relyea Zuckerberg Hanson
1227
Relyea Zuckerberg Hanson
Connecticut
$601K +$1.54K +18 +0.3%
Tarbox Family Office
1228
Tarbox Family Office
California
$599K +$72.3K +847 +14%
Plante Moran Financial Advisors
1229
Plante Moran Financial Advisors
Michigan
$598K -$118K -1,385 -17%
Quartz Partners
1230
Quartz Partners
New York
$598K +$254K +2,973 +78%
BAM Wealth Management
1231
BAM Wealth Management
Colorado
$595K +$578K +6,773 New
Castleview Partners
1232
Castleview Partners
Texas
$590K +$136K +1,595 +31%
Forvis Mazars Wealth Advisors
1233
Forvis Mazars Wealth Advisors
Missouri
$583K -$34.7K -407 -6%
Paladin Advisory Group
1234
Paladin Advisory Group
Iowa
$582K -$8.87K -104 -2%
Fortis Advisors
1235
Fortis Advisors
Pennsylvania
$581K +$153K +1,797 +37%
Bernardo Wealth Planning
1236
Bernardo Wealth Planning
Pennsylvania
$580K +$49.7K +582 +10%
Beta Wealth Group
1237
Beta Wealth Group
California
$578K -$12.5K -147 -2%
Lantern Wealth Advisors
1238
Lantern Wealth Advisors
New York
$578K +$33.4K +392 +6%
Peak Financial Advisors
1239
Peak Financial Advisors
Colorado
$575K +$20.3K +238 +4%
Summit Wealth Group (Colorado)
1240
Summit Wealth Group (Colorado)
Colorado
$567K +$1.79K +21 +0.3%
Trail Ridge Investment Advisors
1241
Trail Ridge Investment Advisors
Colorado
$564K +$173K +2,027 +46%
Lavaca Capital
1242
Lavaca Capital
Texas
$563K -$82.8K -970 -13%
Byrne Financial Freedom
1243
Byrne Financial Freedom
Massachusetts
$559K +$542K +6,358 New
Evergreen Wealth Solutions
1244
Evergreen Wealth Solutions
Pennsylvania
$557K +$519K +6,087 New
Retirement Management Systems
1245
Retirement Management Systems
Maryland
$556K +$13.6K +160 +3%
Boothbay Fund Management
1246
Boothbay Fund Management
New York
$554K -$213K -2,500 -28%
PFG Private Wealth Management
1247
PFG Private Wealth Management
Florida
$550K -$95.7K -1,122 -15%
Washington Trust
1248
Washington Trust
Rhode Island
$549K +$178K +2,083 +50%
Nikulski Financial
1249
Nikulski Financial
Iowa
$545K -$77.2K -905 -13%
NG
1250
Northstar Group
New York
$543K – – –