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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daniel Guy Ethos Financial Group LLC | 138,631 | $10.86M | $12.45M | $1.59M | 14.62% |
 Bridget Davis Cedar Point Capital Partners LLC | 3,521 | $275,485.72 | $319,354.7 | $43,868.98 | 15.92% |
 Richard S. Levenson Western Financial Corp./CA | 8,095 | $559,498.7 | $731,788 | $172,289.3 | 30.79% |
 Victoria Latham Fiduciary Alliance LLC | 486,658 | $37.97M | $43.7M | $5.73M | 15.09% |
 Gary Dempsey Leslie Global Wealth LLC | 336,229 | $22.61M | $30.45M | $7.85M | 34.72% |
 Jessica Thayer Unique Wealth LLC | 3,546 | $318,289 | $318,537.18 | $248.18 | 0.08% |
 Michael Snyder Beaumont Financial Advisors LLC | 60,302 | $2.71M | $5.43M | $2.72M | 100.36% |
 Parker Johnson Cooper Capital Advisors LLC | 119,650 | $8.51M | $10.75M | $2.24M | 26.33% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 15,279 | $1.19M | $1.39M | $199,909.79 | 16.83% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 27,460 | $2.04M | $2.49M | $446,625.23 | 21.86% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,524 | $319,226.89 | $409,399.38 | $90,172.49 | 28.25% |
 Belena Vincetti Fortis Capital Advisors LLC | 6,854 | $537,697.3 | $617,819.56 | $80,122.26 | 14.9% |
 Jeffrey D. Munjack JDM Financial Group LLC | 40,698 | $1.85M | $3.67M | $1.82M | 98.44% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 8,975 | $555,925.8 | $812,910.62 | $256,984.82 | 46.23% |
 Adam Laibson Mainsail Financial Group LLC | 4,701 | $413,124 | $426,944.82 | $13,820.82 | 3.35% |
 Sheryl Stephens Stephens Consulting LLC | 19 | $1,525 | $1,707.91 | $182.91 | 11.99% |
 Dennis Wallace Fortune Financial Advisors LLC | 3,877 | $298,979.37 | $351,857.13 | $52,877.76 | 17.69% |
| BG Becki Goebel TCP Asset Management LLC | 5,112 | $276,438.2 | $462,610.44 | $186,172.24 | 67.35% |
| BP Brett Pohl Kingdom Financial Group LLC | 16,836 | $1.22M | $1.51M | $289,862.31 | 23.72% |
 Stephen Smith Kestra Investment Management LLC | 13,606 | $1.07M | $1.22M | $156,087.17 | 14.63% |
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