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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 23,181 | $2.04M | $2.1M | $63,400.31 | 3.11% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 528,512 | $28.32M | $48M | $19.68M | 69.48% |
 Brian Szymczak FSR Wealth Management Ltd. | 9,371 | $670,621.09 | $840,578.7 | $169,957.61 | 25.34% |
 Rodrigo Diaz Plan Group Financial LLC | 3,623 | $188,795.74 | $327,301.82 | $138,506.08 | 73.36% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 16,504 | $830,948.14 | $1.5M | $667,450.02 | 80.32% |
 Mark Mowrey Signature Resources Capital Management LLC | 1,452 | $105,475.02 | $130,433.16 | $24,958.14 | 23.66% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 2,364 | $180,940.55 | $214,320.24 | $33,379.69 | 18.45% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1.23M | $84.72M | $112.01M | $27.29M | 32.21% |
 Rachel Faulk Cape Investment Advisory Inc. | 16,959 | $1.35M | $1.54M | $188,784.29 | 13.97% |
| FIL FWG Investments LLC FWG Investments LLC | 70,678 | $5.56M | $6.42M | $856,995.56 | 15.4% |
 Mariana Coli Dunhill Financial LLC | 1,009 | $68,263.02 | $91,657.56 | $23,394.54 | 34.27% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 4,716 | $384,392.68 | $428,000.58 | $43,607.9 | 11.34% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 6,580 | $522,771.82 | $597,332.4 | $74,560.58 | 14.26% |
 Lukas Lindgren Abound Wealth Management | 120,207 | $8.7M | $10.93M | $2.23M | 25.63% |
 Drew Phillips Fortitude Family Office LLC | 35,683 | $2.41M | $3.24M | $830,610.26 | 34.45% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,003 | $1.53M | $1.53M | $1,190.49 | 0.08% |
 G. Andrew Quinn AJ Advisors LLC | 4,755 | $235,157.53 | $427,094.1 | $191,936.57 | 81.62% |
 Jill Grimes Centurion Wealth Management LLC | 40,841 | $3.67M | $3.69M | $22,257.5 | 0.61% |
 Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 45,798 | $3.62M | $4.15M | $532,520.69 | 14.71% |
 Brian Dechow SWAN Capital LLC | 510 | $40,879.41 | $45,864.3 | $4,984.89 | 12.19% |
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