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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Eric Dahm Range Financial Group LLC | 94,410 | $5.92M | $8.55M | $2.63M | 44.43% |
 Craig Johnsen Fortitude Advisory Group LLC | 5,048 | $453,108.48 | $458,560.32 | $5,451.84 | 1.2% |
 Jeffrey Gilbert Balboa Wealth Partners | 3,827 | $302,251.84 | $344,085.57 | $41,833.73 | 13.84% |
 Gary M. Coon Finer Wealth Management Inc. | 2,486 | $218,469.68 | $223,317.38 | $4,847.7 | 2.22% |
 Edward Lowndes Angeles Wealth Management LLC | 2,284 | $174,817.36 | $205,377.28 | $30,559.92 | 17.48% |
 Christoph Von Dem Bussche Financial Guidance Group Inc. | 95,230 | $6.9M | $8.63M | $1.73M | 25.08% |
 Kevin Zemann WealthPlan Investment Management LLC | 18,180 | $1.35M | $1.65M | $299,465.76 | 22.15% |
 Vito Collacuro Sutton Place Investors LLC | 139,693 | $8.83M | $12.68M | $3.85M | 43.66% |
 Michael Stulic Astoria Portfolio Advisors LLC | 146,895 | $11.27M | $13.25M | $1.98M | 17.54% |
 David W. Chenet Presidio Capital Management LLC | 3,144 | $232,298.6 | $284,830.68 | $52,532.08 | 22.61% |
 Joseph Wallace Wallace Advisory Group LLC | 17,193 | $1.51M | $1.56M | $49,860.54 | 3.3% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 66,728 | $5.35M | $6.05M | $698,976.07 | 13.06% |
| TD Teresa Douberly Ridgeline Wealth LLC | 149,455 | $10.31M | $13.52M | $3.22M | 31.24% |
 John DeMarco Trajan Wealth LLC | 187,165 | $15.77M | $16.98M | $1.21M | 7.66% |
 Tom Deck Bricktown Capital LLC | 663,322 | $50.67M | $59.47M | $8.8M | 17.37% |
 Adam Schwallier Schwallier Wealth Management LLC | 125,145 | $10.27M | $11.35M | $1.07M | 10.43% |
 Abraham Martinez Amara Financial LLC | 4,006 | $271,617.59 | $363,264.08 | $91,646.49 | 33.74% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 35,980 | $2.97M | $3.24M | $264,120.41 | 8.89% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 27,184 | $1.66M | $2.46M | $803,271.69 | 48.41% |
 Jeffrey Jones Cypress Financial Planning LLC | 7,321 | $418,505.87 | $665,186.06 | $246,680.19 | 58.94% |
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