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State Street Financial Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Belpointe Asset Management
Nevada
$972K +$347K +10,024 +63%
Jane Street
652
Jane Street
New York
$969K -$143K -4,120 -14%
AWM
653
Alterna Wealth Management
Texas
$965K -$2.04K -59 -0.2%
SAG
654
SageView Advisory Group
California
$963K -$1.81M -52,395 -68%
CRC
655
Curi RMB Capital
Illinois
$959K +$3.15K +91 +0.4%
MFIM
656
Mesirow Financial Investment Management
Illinois
$959K +$883K +25,501 New
PA
657
PSI Advisors
Florida
$956K +$16.3K +472 +2%
WP
658
WealthSource Partners
California
$947K -$134K -3,879 -13%
RWPA
659
Richard W. Paul & Associates
Michigan
$945K -$19.5K -564 -2%
WJWM
660
Williams Jones Wealth Management
New York
$943K -$410K -11,856 -32%
SWM
661
SeaCrest Wealth Management
New York
$942K -$85.5K -2,469 -9%
MSS
662
Mitchell Sinkler & Starr
Pennsylvania
$941K +$867K +25,037 New
HG
663
Herbst Group
Connecticut
$939K -$18.5K -534 -2%
WAP
664
Wealthcare Advisory Partners
Pennsylvania
$939K +$34.1K +986 +4%
BI
665
Bramshill Investments
Florida
$935K
CAC
666
Certified Advisory Corp
Florida
$934K -$11.5K -333 -1%
AP
667
Appleton Partners
Massachusetts
$932K -$32.5K -940 -4%
QCM
668
Quantinno Capital Management
New York
$932K +$466K +13,462 +119%
AIC
669
Ayalon Insurance Company
Israel
$929K
WAM
670
WNY Asset Management
New York
$927K -$52.2K -1,509 -6%
DI
671
DFPG Investments
Utah
$926K +$226K +6,540 +36%
KWA
672
Kingswood Wealth Advisors
California
$921K +$448K +12,929 +112%
WEG
673
World Equity Group
Illinois
$916K -$18K -519 -2%
IF
674
Ironwood Financial
Arizona
$915K -$32.8K -946 -4%
PAM
675
Peak Asset Management
Colorado
$914K +$242 +7 +0%