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State Street SPDR Portfolio S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Clint Dunn Beaird Harris Wealth Management LLC | 1,077 | $78,904.59 | $96,768.34 | $17,863.75 | 22.64% |
 Jennifer Carlson Gould Capital LLC | 32,657 | $2.57M | $2.95M | $389,107.61 | 15.17% |
 Loyd Stegent Stegent Equity Advisors Inc. | 21,613 | $1.27M | $1.97M | $700,139.76 | 55.33% |
 David B. Short Investments & Financial Planning LLC | 9,482 | $528,799.56 | $850,867.27 | $322,067.71 | 60.91% |
 Penny A. Phillips Journey Strategic Wealth LLC | 30,041 | $2.09M | $2.7M | $603,296.44 | 28.8% |
 Joshua Ryder Taff New Perspectives Inc. | 746,537 | $39M | $67.59M | $28.59M | 73.31% |
 Tyler Glazier New Millennium Group LLC | 1,061 | $80,467.53 | $95,638.54 | $15,171.01 | 18.85% |
 Salvatore Pitti Pitti Group Wealth Management LLC | 34,236 | $2.28M | $3.1M | $825,417.81 | 36.27% |
 Caroline Jankowski Operose Advisors LLC | 30 | $1,972.8 | $2,695.8 | $723 | 36.65% |
 Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 830,210 | $47.44M | $75.46M | $28.02M | 59.07% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,281 | $174,386.19 | $207,091.99 | $32,705.8 | 18.75% |
 John Gorlow Cardiff Park Advisors LLC | 25,513 | $2.01M | $2.3M | $288,977.63 | 14.36% |
| CC Cheung Chan Chemistry Wealth Management LLC | 10,607 | $648,595.3 | $952,826.81 | $304,231.51 | 46.91% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 14,373 | $761,529.78 | $1.31M | $544,904.05 | 71.55% |
| CB Catherine Bluvol Next Level Private LLC | 2,537 | $222,951.56 | $230,587.93 | $7,636.37 | 3.43% |
 Brian Kellett Kellett Wealth Advisors LLC | 268,562 | $24.11M | $24.33M | $220,220.84 | 0.91% |
 Sean Reitenbach Prosperity Consulting Group LLC | 34,465 | $2.78M | $3.1M | $319,720.92 | 11.5% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 12,159 | $572,367.42 | $1.09M | $520,605.09 | 90.96% |
 Cole Bruner Buska Wealth Management LLC | 5,711 | $439,269.58 | $517,388.04 | $78,118.46 | 17.78% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 6,285 | $462,703.67 | $564,581.55 | $101,877.88 | 22.02% |
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