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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
H
626
HoyleCohen
California
$992K +$164K +4,740 +18%
MOS
627
MGO One Seven
Ohio
$990K -$245K -7,076 -18%
DWM
628
Dakota Wealth Management
Florida
$983K -$4.45M -128,682 -80%
WJWM
629
Williams Jones Wealth Management
New York
$982K -$12.1K -350 -1%
MIM
630
MTM Investment Management
South Carolina
$981K +$4.01K +116 +0.4%
NB
631
NBT Bank
New York
$978K -$4.56K -132 -0.4%
CA
632
Cornerstone Advisory
Maryland
$975K -$398K -11,519 -27%
RFN
633
Redwood Financial Network
Ohio
$974K -$68.7K -1,988 -6%
FFA
634
Founders Financial Alliance
North Carolina
$970K -$43.7K -1,265 -4%
PFT
635
Providence First Trust
Arizona
$964K -$17.5K -506 -2%
AWA
636
Aaron Wealth Advisors
Illinois
$962K -$403K -11,675 -28%
MIM
637
Marco Investment Management
Georgia
$959K -$3.28K -95 -0.3%
PP
638
Patten & Patten
Tennessee
$956K -$2.52K -73 -0.2%
MA
639
Montag & Associates
Georgia
$940K -$31.6K -915 -3%
MGIA
640
Moneta Group Investment Advisors
Missouri
$940K +$65.3K +1,888 +7%
SEIA
641
Signature Estate & Investment Advisors
California
$938K -$65.3M -1,888,336 -98%
NFSG
642
Newbridge Financial Services Group
Florida
$930K +$38.8K +1,122 +4%
FFS
643
Founders Financial Securities
Maryland
$921K -$852K -24,640 -46%
AF
644
Advisornet Financial
Minnesota
$920K -$1.46M -42,251 -59%
FBFS
645
First Business Financial Services
Wisconsin
$920K -$44.3K -1,281 -4%
MSAM
646
Moloney Securities Asset Management
Missouri
$919K -$50.9K -1,474 -5%
PA
647
PSI Advisors
Florida
$919K +$61.7K +1,786 +7%
RWA
648
Roberts Wealth Advisors
California
$911K +$33K +954 +3%
BI
649
Bramshill Investments
Florida
$910K +$491K +14,200 +96%
SC
650
Sierra Capital
Florida
$905K -$535K -15,487 -35%