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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Drew Waldron Canvas Wealth Advisors LLC | 5,307 | $400,065.84 | $466,485.3 | $66,419.46 | 16.6% |
 Daren Blonski Fermata Advisors LLC | 21,952 | $1.31M | $1.93M | $619,952.25 | 47.34% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 965,257 | $69.34M | $84.85M | $15.5M | 22.36% |
 Jason Kaplan Howard Capital Management Group LLC | 4,396 | $319,545.24 | $386,408.4 | $66,863.16 | 20.92% |
 Kyle P. Smith NewEdge Wealth LLC | 46,269 | $3.31M | $4.21M | $898,365.78 | 27.12% |
 Mack, Connie Clarity Financial LLC | 42,059 | $2.8M | $3.7M | $901,643.8 | 32.26% |
 John P. Quinn Vermillion & White Wealth Management Group LLC | 10,125 | $792,176.03 | $914,692.5 | $122,516.47 | 15.47% |
 Hafeez Esmail Main Management Fund Advisors LLC | 5.92M | $519.84M | $540.6M | $20.76M | 3.99% |
| CAL CSM Advisors LLC CSM Advisors LLC | 174,083 | $11.67M | $15.91M | $4.24M | 36.32% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 299,157 | $21.75M | $27.21M | $5.46M | 25.11% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 40,924 | $2.05M | $3.6M | $1.55M | 75.74% |
 John Mezzasalma Mezzasalma Advisors LLC | 26,880 | $2.36M | $2.45M | $84,134.45 | 3.56% |
 Shad Lamm Keystone Wealth Services LLC | 19,720 | $1.51M | $1.73M | $220,435.76 | 14.57% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 215,800 | $10.88M | $18.97M | $8.09M | 74.31% |
 Alexandria Fry Dentgroup LLC | 26,134 | $1.49M | $2.3M | $806,787.84 | 54.13% |
 Dipen Mehta Invst LLC | 12,592 | $710,163.33 | $1.15M | $440,619.55 | 62.04% |
 Jason E. Archambault SK Wealth Management LLC | 186,676 | $15.55M | $16.98M | $1.43M | 9.18% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 235,331 | $19.06M | $20.69M | $1.62M | 8.5% |
 Kasey Fegan Corsicana & Co. | 37,177 | $3.08M | $3.27M | $192,086.44 | 6.25% |
 Joseph Castro Nuveen LLC | 3,742 | $328,847 | $340,522 | $11,675 | 3.55% |
