Ticker: ALLW CUSIP: 78470P630 Class: SPDR BRIDGEWATER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Oregon Pacific Wealth Management, LLC | 49,233 | $1,353 |
| Arrowroot Family Office, LLC | 75,056 | $2,063 |
| Fermata Advisors, LLC | 43,682 | $1,201 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 239,835 | $6,593 |
| Lunt Capital Management, Inc. | 10,206 | $281 |
| Virtu Financial LLC | 114,489 | $3 |
| ELEVATUS WELATH MANAGEMENT | 9,142 | $251 |
| Paragon Private Wealth Management, LLC | 7,931 | $218 |
| Steward Partners Investment Advisory, LLC | 217,583 | $5,981 |
| Fiduciary Alliance LLC | 22,249 | $612 |
| Elyxium Wealth, LLC | 5,651 | $155 |
| Western Wealth Management, LLC | 26,802 | $737 |
| Golden State Wealth Management, LLC | 10,862 | $299 |
| WEDBUSH SECURITIES INC | 63,489 | $2 |
| Tradewinds Capital Management, LLC | 4,400 | $121 |
| Belpointe Asset Management LLC | 18,461 | $507 |
| Stratos Wealth Advisors, LLC | 13,964 | $384 |
| GeoWealth Management, LLC | 12,782 | $351 |
| GREAT VALLEY ADVISOR GROUP, INC. | 20,100 | $553 |
| Wealthcare Advisory Partners LLC | 15,923 | $438 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Alpha Financial Partners, LLC | 14,040 | 186,408 | +172,368 (+1227.7%) |
| Hobbs Group Advisors, LLC | 66,018 | 216,484 | +150,466 (+227.9%) |
| CATALYST PRIVATE WEALTH, LLC | 538,323 | 570,311 | +31,988 (+5.9%) |
| Astoria Portfolio Advisors LLC. | 237,633 | 288,858 | +51,225 (+21.6%) |
| Family Manage LLC | 112,516 | 301,092 | +188,576 (+167.6%) |
| PUFF WEALTH MANAGEMENT, LLC | 32,974 | 40,100 | +7,126 (+21.6%) |
| O'ROURKE & COMPANY, Inc | 32,307 | 66,164 | +33,857 (+104.8%) |
| RPS ADVISORY SOLUTIONS LLC | 20,037 | 45,945 | +25,908 (+129.3%) |
| CORRADO ADVISORS, LLC | 110,355 | 117,405 | +7,050 (+6.4%) |
| SMART Wealth LLC | 78,403 | 96,858 | +18,455 (+23.5%) |
| AE Wealth Management LLC | 856,722 | 1,235,973 | +379,251 (+44.3%) |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14,154 | 25,377 | +11,223 (+79.3%) |
| Weaver Consulting Group | 20,275 | 29,700 | +9,425 (+46.5%) |
| STEPHENS INC /AR/ | 161,750 | 264,330 | +102,580 (+63.4%) |
| GenTrust, LLC | 78,306 | 105,734 | +27,428 (+35.0%) |
| JFS WEALTH ADVISORS, LLC | 4,572 | 28,664 | +24,092 (+526.9%) |
| Global Retirement Partners, LLC | 21,229 | 68,077 | +46,848 (+220.7%) |
| SHEETS SMITH WEALTH MANAGEMENT | 45,115 | 51,305 | +6,190 (+13.7%) |
| Rockefeller Capital Management L.P. | 2,025 | 175,345 | +173,320 (+8559.0%) |
| Private Advisor Group, LLC | 54,752 | 102,892 | +48,140 (+87.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Brookwood Investment Group LLC | 133,883 | 27,208 | -106,675 (-79.7%) |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1,310,500 | 1,265,400 | -45,100 (-3.4%) |
| International Private Wealth Advisors LLC | 29,818 | 28,353 | -1,465 (-4.9%) |
| Latitude Advisors, LLC | 8,095 | 7,671 | -424 (-5.2%) |
| Kestra Advisory Services, LLC | 81,939 | 73,843 | -8,096 (-9.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Aptus Capital Advisors, LLC | 105 | $3 |
| JPMORGAN CHASE & CO | 15 | $0 |