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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 2,364 | $180,940.55 | $207,795.6 | $26,855.05 | 14.84% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1.23M | $84.72M | $112.83M | $28.11M | 33.17% |
 Rachel Faulk Cape Investment Advisory Inc. | 46,081 | $3.37M | $4.05M | $678,062.7 | 20.11% |
| FIL FWG Investments LLC FWG Investments LLC | 70,678 | $5.56M | $6.21M | $649,202.24 | 11.67% |
 Mariana Coli Dunhill Financial LLC | 1,009 | $68,263.02 | $91,829.09 | $23,566.07 | 34.52% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,716 | $384,392.68 | $414,536.4 | $30,143.72 | 7.84% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 6,580 | $522,771.82 | $578,382 | $55,610.18 | 10.64% |
 Lukas Lindgren Abound Wealth Management | 120,207 | $8.7M | $10.57M | $1.87M | 21.47% |
 Drew Phillips Fortitude Family Office LLC | 36,479 | $2.46M | $3.21M | $751,174.66 | 30.59% |
 G. Andrew Quinn AJ Advisors LLC | 4,755 | $235,157.53 | $417,964.5 | $182,806.97 | 77.74% |
 Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 45,798 | $3.62M | $4.03M | $405,660.23 | 11.21% |
 Brian Dechow SWAN Capital LLC | 510 | $40,879.41 | $46,379.4 | $5,499.99 | 13.45% |
 Daniel Guy Ethos Financial Group LLC | 138,631 | $10.86M | $12.19M | $1.33M | 12.2% |
 Bridget Davis Cedar Point Capital Partners LLC | 3,521 | $275,485.72 | $309,495.9 | $34,010.18 | 12.35% |
 Richard S. Levenson Western Financial Corp./CA | 7,563 | $511,743.89 | $664,787.7 | $153,043.81 | 29.91% |
 Victoria Latham Fiduciary Alliance LLC | 464,592 | $35.99M | $40.84M | $4.85M | 13.48% |
 Gary Dempsey Leslie Global Wealth LLC | 336,229 | $22.61M | $29.55M | $6.95M | 30.74% |
 Michael Snyder Beaumont Financial Advisors LLC | 61,822 | $2.78M | $5.43M | $2.65M | 95.42% |
 Parker Johnson Cooper Capital Advisors LLC | 119,650 | $8.51M | $10.52M | $2.01M | 23.56% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 24,648 | $1.92M | $2.17M | $244,567.54 | 12.72% |
