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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Richard Zito Flynn Zito Capital Management LLC | 120,886 | $6.14M | $10.97M | $4.83M | 78.59% |
 Jeff Ameen Spire Wealth Management | 24,366 | $1.9M | $2.21M | $315,934.49 | 16.65% |
 Drew Waldron Canvas Wealth Advisors LLC | 5,307 | $400,065.84 | $479,222.1 | $79,156.26 | 19.79% |
 Daren Blonski Fermata Advisors LLC | 38,908 | $2.83M | $3.51M | $682,571.45 | 24.11% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 965,257 | $69.34M | $87.17M | $17.82M | 25.7% |
 Jason Kaplan Howard Capital Management Group LLC | 4,121 | $299,555.49 | $370,189.43 | $70,633.94 | 23.58% |
 Kyle P. Smith NewEdge Wealth LLC | 46,269 | $3.31M | $4.19M | $879,164.05 | 26.54% |
 Mack, Connie Clarity Financial LLC | 42,059 | $2.8M | $3.82M | $1.02M | 36.62% |
 John P. Quinn Vermillion & White Wealth Management Group LLC | 10,125 | $792,176.03 | $918,033.75 | $125,857.72 | 15.89% |
 Hafeez Esmail Main Management Fund Advisors LLC | 5.92M | $519.84M | $531.37M | $11.53M | 2.22% |
| CAL CSM Advisors LLC CSM Advisors LLC | 174,083 | $11.67M | $15.69M | $4.02M | 34.46% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 299,157 | $21.75M | $27.12M | $5.38M | 24.74% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 35,074 | $1.74M | $3.18M | $1.44M | 83.08% |
 John Mezzasalma Mezzasalma Advisors LLC | 38,156 | $3.37M | $3.45M | $78,006.72 | 2.31% |
 Shad Lamm Keystone Wealth Services LLC | 19,720 | $1.51M | $1.78M | $266,186.16 | 17.59% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 215,800 | $10.88M | $19.35M | $8.47M | 77.82% |
 Alexandria Fry Dentgroup LLC | 26,134 | $1.49M | $2.37M | $879,963.04 | 59.04% |
 Dipen Mehta Invst LLC | 12,592 | $710,163.33 | $1.14M | $425,886.91 | 59.97% |
 Jason E. Archambault SK Wealth Management LLC | 186,676 | $15.55M | $16.91M | $1.36M | 8.76% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 235,331 | $19.06M | $21.32M | $2.26M | 11.84% |
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