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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
$3.83M -$11.7K -281 -0.3%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$3.79M +$516K +12,379 +17%
WWM
153
Western Wealth Management
Colorado
$3.75M +$433K +10,388 +14%
TA
154
Tectonic Advisors
Texas
$3.68M +$3.49M +83,679 New
FWP
155
Firethorn Wealth Partners
Georgia
$3.6M +$3.41M +81,771 New
FCI
156
Financial Counselors Inc
Kansas
$3.57M +$3.39M +81,264 New
FEG
157
Financial Enhancement Group
Indiana
$3.56M -$8.49M -203,657 -72%
Bank of New York Mellon
158
Bank of New York Mellon
New York
$3.54M -$416K -9,973 -11%
OWA
159
Outlook Wealth Advisors
Texas
$3.5M -$101K -2,423 -3%
PAS
160
Park Avenue Securities
New York
$3.38M +$1.87M +44,913 +140%
VRM
161
Vectors Research Management
New York
$3.37M +$2.03M +48,753 +175%
WAS
162
Wealth Advisory Solutions
Indiana
$3.23M -$78.9K -1,893 -3%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$3.09M +$1.48M +35,558 +105%
EH
164
Equitable Holdings
New York
$3.06M +$56.1K +1,346 +2%
HC
165
HNP Capital
New York
$3M +$1.19M +28,545 +72%
CPW
166
Catalyst Private Wealth
California
$2.98M
JFA
167
JNBA Financial Advisors
Minnesota
$2.96M -$156K -3,745 -5%
CWA
168
Clarus Wealth Advisors
Arizona
$2.91M -$112K -2,688 -4%
GF
169
Goodman Financial
Texas
$2.9M +$24.8K +594 +0.9%
SFS
170
Sowell Financial Services
Arkansas
$2.85M -$492K -11,802 -15%
BSG
171
Black Swift Group
Colorado
$2.8M +$1.25M +29,870 +88%
FCA
172
FLC Capital Advisors
California
$2.77M +$637K +15,280 +32%
EFL
173
ERn Financial LLC
Wisconsin
$2.71M -$726K -17,403 -22%
NRI
174
NFP Retirement Inc
California
$2.7M +$479K +11,484 +23%
FWM
175
Frontier Wealth Management
Missouri
$2.7M -$57.9K -1,389 -2%