Grundläggande statistik
| Institutionella ägare | 395 total, 395 long only, 0 short only, 0 long/short - change of −4,10% MRQ |
| Genomsnittlig portföljallokering | 0.1874 % - change of −10,51% MRQ |
| Institutionella aktier (lång) | 66 176 513 (ex 13D/G) - change of −1,11MM shares −1,65% MRQ |
| Institutionellt värde (lång) | $ 3 008 964 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF (US:SHM) har 395 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 66,176,513 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Goldman Sachs Group Inc, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Mercer Global Advisors Inc /adv, Morgan Stanley, United Capital Financial Advisers, Llc, CX Institutional, and Pnc Financial Services Group, Inc. .
SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF (ARCA:SHM) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 48,46 / share. Previously, on September 13, 2024, the share price was 48,09 / share. This represents an increase of 0,77% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 39 456 | −39,76 | 1 887 | −39,46 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 745 | 30,81 | 83 | 31,75 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 32 816 | 5,82 | 1 570 | 6,30 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 5 275 | −0,08 | 252 | 0,40 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 33 973 | 57,52 | 1 625 | 58,28 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 59 876 | 95,51 | 2 864 | 96,50 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 039 | −44,91 | 50 | −44,94 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 545 071 | 2,40 | 73 901 | 2,89 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 475 | −39,10 | 71 | −39,13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 535 | −6,30 | 26 | −7,41 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28 302 | −40,62 | 1 354 | −40,34 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33 910 | 77,51 | 1 622 | 79,12 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9 384 | 0,00 | 449 | 0,45 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14 480 | −23,32 | 693 | −22,94 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 823 | 2,51 | 326 | 3,16 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 32 857 | 0,77 | 1 572 | 1,29 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 32 797 | −17,09 | 1 569 | −16,68 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 585 | 266,21 | 219 | 271,19 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 68 132 | 0,04 | 3 259 | 0,52 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 72 | −40,98 | 3 | −40,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 13 812 | −3,59 | 661 | −3,08 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9 097 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 60 881 | −1,01 | 3 | 0,00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21 801 | −70,31 | 1 043 | −70,18 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 10 321 | 0,00 | 494 | 0,41 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 45 725 | −22,60 | 2 187 | −22,23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 17 599 | −19,72 | 842 | −19,37 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 65 237 | −10,60 | 3 120 | −10,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 550 | −5,45 | 122 | −5,47 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 85 061 | −8,88 | 4 068 | −8,44 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11 251 | 538 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 5 259 | 0,00 | 252 | 0,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 917 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 6 237 | 2,23 | 298 | 2,76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 422 | 259 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8 227 | 393 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 218 | 0,00 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 80 731 | −1,08 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 25 789 | 227,94 | 1 233 | 229,68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 217 | 370,62 | 393 | 373,49 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 464 | 0,00 | 214 | 0,47 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 126 658 | −1,08 | 6 058 | −0,61 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 32 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 90 540 | 67,62 | 4 331 | 68,42 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 28 539 | 1 365 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52 386 | −6,23 | 2 506 | −5,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 763 | 15,45 | 850 | 15,98 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 552 | −0,68 | 218 | −0,46 | ||||
| 2025-04-25 | 13F | Ironwood Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 778 | 42,50 | 228 | 43,40 | ||||
| 2025-04-28 | 13F | MBM Wealth Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30 690 | 0,69 | 1 468 | 1,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18 344 941 | −0,90 | 877 439 | −0,42 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 2 916 | −0,58 | 139 | 0,72 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7 260 | 0,36 | 347 | 0,87 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 162 333 | 11,65 | 7 764 | 12,20 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6 550 | 0,00 | 313 | 0,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 461 941 | −21,97 | 22 095 | −21,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 799 | 14,69 | 851 | 15,31 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 21 431 | −3,85 | 1 025 | −3,39 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 4 423 | 3,97 | 212 | 4,46 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 35 038 | 291,88 | 1 668 | 294,09 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 48 573 | −4,30 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126 881 | 22,45 | 6 065 | 22,95 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5 239 | 0,00 | 251 | 0,40 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19 561 | 1,31 | 936 | 1,74 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 10 505 | −23,03 | 502 | −22,65 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 975 | 5,41 | 47 | 4,55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 271 404 | −6,38 | 12 981 | −5,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 923 | −65,34 | 331 | −65,16 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 14 359 | 0,00 | 687 | 0,44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 35 473 | 2 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 452 | 0,00 | 213 | 0,47 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 145 709 | −4,76 | 6 969 | −4,31 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 54 516 | −3,99 | 2 608 | −3,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 131 890 | 333,85 | 6 308 | 335,94 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 48 391 | 2 315 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 33 168 | −0,72 | 1 586 | −0,25 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 662 | 1,99 | 751 | 4,02 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 55 541 | 1,55 | 2 657 | 2,04 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 69 891 | −32,15 | 3 | −25,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 516 | 0,00 | 25 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 906 463 | −5,49 | 234 676 | −5,04 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8 540 | 26,13 | 408 | 26,71 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 16 993 | 6,60 | 813 | 7,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 255 690 | −21,50 | 12 230 | −21,12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 550 | 41,74 | 313 | 42,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 449 123 | −14,52 | 21 482 | −14,11 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 351 901 | −30,01 | 17 | −30,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116 308 | 7,97 | 5 563 | 8,48 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 33 002 | −0,53 | 1 578 | −0,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 728 | 50,39 | 1 852 | 51,18 | ||||
| 2025-04-04 | 13F | Agate Pass Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 678 | −21,68 | 367 | −21,24 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 40 597 | 7,05 | 1 942 | 8,49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 474 | −1,56 | 262 | −1,14 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 569 | 0,53 | 27 | 3,85 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 46 495 | −3,63 | 2 224 | −3,18 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30 261 | −1,51 | 1 447 | −1,03 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 33 969 | −3,23 | 1 625 | −2,75 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 38 542 | 3,71 | 1 843 | 4,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 742 | 2,78 | 801 | 3,23 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 296 | 0,00 | 205 | 0,49 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5 115 | 0,22 | 245 | 0,83 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 1 418 462 | −0,06 | 67 845 | 0,42 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 896 | 0,00 | 330 | 0,30 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 8 136 | −7,64 | 389 | −7,16 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 28 953 | 0,00 | 1 385 | 0,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 44 331 | 40,13 | 2 120 | 40,86 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 19 183 | −0,29 | 919 | 1,32 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5 051 | 0,00 | 242 | 0,42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 696 310 | 3,19 | 128 965 | 3,69 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 5 929 | 0,00 | 284 | 0,35 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 417 | −17,59 | 20 | −20,83 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9 622 | −0,72 | 460 | −0,22 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8 000 | 45,45 | 383 | 46,36 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 180 585 | −24,26 | 8 637 | −23,89 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 918 500 | 27,35 | 43 932 | 27,97 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 7 498 | 0,00 | 359 | 0,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 648 463 | −8,93 | 31 | −6,06 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 75 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12 297 | −24,92 | 588 | −24,52 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 157 | 127,54 | 8 | 133,33 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 094 | −98,18 | 52 | −98,18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 41 703 | 3,40 | 1 995 | 3,91 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 4 352 | −0,23 | 208 | 0,00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 7 956 | −16,37 | 381 | −15,93 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 145 | −99,57 | 7 | −99,63 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13 069 | 2,23 | 625 | 2,80 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9 070 | −9,81 | 434 | −9,41 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10 340 | 0,64 | 495 | 1,02 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 15 695 | 0,33 | 751 | 0,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 358 194 | 505,56 | 17 132 | 508,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33 056 | 51,95 | 1 581 | 52,75 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14 664 | −2,29 | 1 | |||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 33 162 | 26,51 | 1 586 | 27,19 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 18 990 | −11,78 | 908 | −11,33 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 14 676 | −13,40 | 702 | −13,03 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 72 786 | 2,24 | 3 481 | 2,74 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 855 | −2,78 | 519 | 3 360,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 134 159 | −17,50 | 6 417 | −17,11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 429 | −12,14 | 494 | −12,41 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 62 737 | −10,70 | 3 001 | −10,26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 192 051 | −10,94 | 104 846 | −10,51 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 120 925 | −5,26 | 5 779 | −3,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254 187 | 1,14 | 12 158 | 1,62 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 16 982 | −27,51 | 812 | −27,17 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3 367 | 11,86 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52 820 | −7,75 | 2 526 | −7,30 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 29 693 | 0,00 | 1 420 | 0,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 972 | 179,01 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96 099 | −7,12 | 4 596 | −6,66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | −92,86 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 139 738 | 2,55 | 6 684 | 3,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 513 | 598 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 95 | −34,48 | 5 | −33,33 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 6 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 526 | 312 | ||||||
| 2025-08-13 | 13F | RW Investment Management LLC | 69 215 | −7,12 | 3 311 | −6,68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 121 136 | −0,43 | 5 794 | 0,03 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54 935 | 50,11 | 2 628 | 50,89 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25 644 | −14,13 | 1 227 | −13,72 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 111 106 | −4,53 | 5 314 | −4,06 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 6 403 | 0,64 | 306 | 1,32 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 46 478 | 6,01 | 2 223 | 6,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188 641 | 4,07 | 9 023 | 4,57 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 097 | 0,46 | 435 | 1,16 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 118 525 | −5,80 | 5 669 | −5,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242 423 | 11,31 | 11 595 | 11,85 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 468 | 0,04 | 262 | 0,38 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17 730 | −30,73 | 848 | −30,38 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 7 742 | −15,78 | 370 | −15,33 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 84 | 0,00 | 4 | 33,33 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 39 299 | −5,06 | 1 880 | −4,62 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7 271 | 0,00 | 348 | 0,29 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 635 | 0,00 | 30 | 0,00 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 249 058 | −48,02 | 11 900 | −47,82 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 922 | 235 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 628 603 | 0,53 | 77 896 | 1,01 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 16 637 | 0,30 | 796 | 0,76 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 539 | 0,00 | 26 | 0,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 912 | −16,33 | 43 | −15,69 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 5 | ||||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29 929 | −2,51 | 1 431 | −2,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 139 222 | −2,27 | 102 319 | −1,80 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4 275 | −58,52 | 204 | −58,37 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6 519 | −6,87 | 312 | −6,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 828 | −37,88 | 470 | −37,58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 367 | 0,00 | 113 | 0,89 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 14 635 | −42,73 | 700 | −42,52 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 715 | 226 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12 605 | −0,21 | 603 | 0,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 113 856 | 2,53 | 5 446 | 3,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 172 | 4,30 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 253 | 90,81 | 825 | 91,86 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8 667 | 10,92 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 24 422 | 0,00 | 1 168 | 0,52 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 72 | 56,52 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 120 | 0,00 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 9 281 | −7,42 | 444 | −7,13 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 25 000 | −5,66 | 1 196 | −5,23 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 150 110 | 51,91 | 7 180 | 52,65 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 5 105 | 0,00 | 244 | 0,83 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 64 652 | 34,56 | 3 092 | 35,20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 15 806 | 227,93 | 756 | 230,13 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 10 379 | −10,05 | 496 | −9,65 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 49 766 | −3,29 | 2 380 | −2,82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 262 | −29,57 | 13 | −29,41 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 480 | 115,19 | 693 | 116,25 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 14 932 | −9,67 | 717 | −7,84 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 15 271 | −14,79 | 730 | −14,42 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 133 444 | −5,01 | 6 383 | −4,56 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 47 718 | 2,25 | 2 282 | 2,75 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0,00 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 218 792 | −2,37 | 10 465 | −1,12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 055 | −8,75 | 98 | −8,41 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5 014 167 | −1,26 | 239 828 | −0,78 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 13 000 | 0,00 | 622 | 0,49 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 12 516 | 13,92 | 599 | 14,34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103 461 | −1,74 | 4 925 | −1,30 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 166 | 0,00 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 10 604 | 0,00 | 507 | 0,60 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 18 373 | −25,64 | 879 | −25,34 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 486 | 75,87 | 645 | 77,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 23 491 | 11,20 | 1 124 | 11,74 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 9 839 | −47,47 | 471 | −47,25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 823 | −53,89 | 87 | −53,72 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 660 310 | −0,28 | 31 583 | 0,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 199 393 | −10,07 | 9 537 | −9,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 788 | −0,87 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 30 979 | 9,65 | 1 482 | 10,19 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9 092 | −17,06 | 435 | −16,70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 657 896 | 11,58 | 31 467 | 12,12 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 9 718 | −17,96 | 465 | −17,58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30 336 | 35,63 | 1 451 | 36,28 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 5 593 | −37,09 | 266 | −36,82 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 46 844 | 0,00 | 2 241 | 0,49 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8 439 | −0,72 | 404 | −0,25 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 514 | 0,00 | 25 | 0,00 | ||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 163 | −6,32 | 8 | −12,50 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 400 | 0,00 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 106 | −33,15 | 483 | −32,73 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 11 986 | 0,32 | 573 | 0,88 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 28 714 | 1 373 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 265 878 | −7,90 | 12 717 | −7,45 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 8 689 | −49,03 | 416 | −48,83 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 5 862 | 0,00 | 280 | 0,36 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 4 971 | −19,04 | 238 | −18,84 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 108 | 5,90 | 866 | 6,52 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21 077 | 11,44 | 1 007 | 12,01 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 33 185 | 1 587 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84 338 | −4,98 | 4 034 | −4,52 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 14 348 | 28,49 | 686 | 29,19 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 130 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 150 | 0,00 | 55 | 1,85 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 236 | 0,00 | 203 | 0,50 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 8 923 | −22,92 | 427 | −22,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16 891 | 3,96 | 808 | 4,40 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 12 528 | −5,27 | 599 | −4,77 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 67 | 3 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 47 083 | −1,67 | 2 252 | −1,23 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 20 307 | 5,85 | 971 | 6,35 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 6 552 | 0,00 | 313 | 0,64 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 519 | −0,38 | 264 | 0,00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 1 417 | 3,36 | 68 | 3,08 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 350 | 0,00 | 65 | 1,59 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 46 926 | −5,54 | 2 244 | −5,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 466 | 0,37 | 310 | 1,31 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 19 029 | −8,10 | 910 | −7,61 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 34 | 0,00 | 2 | 0,00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 118 785 | 2,14 | 5 681 | 2,64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 50 758 | −1,57 | 2 428 | −1,10 | ||||
| 2025-07-24 | 13F | Eastern Bank | 77 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | CNB Bank | 20 080 | 0,00 | 960 | 0,52 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 2 000 | 0,00 | 96 | 0,00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 066 | 0,47 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 79 921 | 11,44 | 3 823 | 11,98 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 27 260 | −41,84 | 1 304 | −41,62 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 600 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7 000 | 0,00 | 335 | 0,30 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 30 118 | −12,35 | 1 441 | −11,93 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 60 310 | −12,94 | 2 885 | −12,53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17 912 | −0,07 | 859 | 1,42 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 19 457 | −2,71 | 931 | −2,21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 383 | 0,64 | 210 | 0,97 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 344 | −12,58 | 160 | −12,64 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 11 713 | −1,98 | 560 | −1,41 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 064 442 | −15,09 | 98 742 | −14,68 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4 685 | 0,00 | 224 | 0,45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 123 204 | −14,07 | 5 893 | −13,66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | New Perspectives, Inc | 6 491 | 0,00 | 310 | 0,65 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 550 | 0,00 | 26 | 0,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 800 | −6,48 | 325 | −6,07 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 336 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | FC Advisory LLC | 33 978 | 0,53 | 1 625 | 1,06 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22 684 | −49,88 | 1 | −50,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 47 596 | −1,99 | 2 277 | −1,51 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 15 317 | −24,31 | 733 | −23,99 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7 714 | 369 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 19 497 | 0,00 | 933 | 0,43 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 81 131 | −38,85 | 4 | −50,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 45 273 | −4,34 | 2 165 | −3,86 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 24 992 | 14,50 | 1 195 | 15,13 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 15 001 | −20,19 | 717 | −19,80 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 062 | 0,00 | 290 | 0,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 258 | 103,70 | 1 734 | 104,72 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11 948 | −2,10 | 571 | −1,55 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 20 685 | 989 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 70 835 | −2,79 | 3 388 | −2,31 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6 920 | 43,21 | 331 | 44,10 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 261 | −14,05 | 156 | −13,89 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 592 | 0,00 | 315 | 0,64 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 510 | 6,90 | 742 | 7,39 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 485 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 262 900 | 17,23 | 12 577 | 17,46 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 572 | 27 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 14 851 | −5,28 | 710 | −4,83 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 125 964 | 0,08 | 6 025 | 0,57 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 33 | −54,79 | 2 | −66,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 213 848 | −0,48 | 10 228 | 0,00 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 314 202 | 0,00 | 15 028 | 0,48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 290 555 | −32,50 | 13 897 | −32,17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 737 | 3 994,44 | 35 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 2 555 | 0,00 | 122 | 0,83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 124 | −18,55 | 245 | −16,95 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 14 757 | −30,71 | 706 | −30,40 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 14 465 | −13,78 | 692 | −13,41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 947 | 15,37 | 524 | 15,96 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 7 426 | 355 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 30 134 | 13,94 | 1 441 | 14,55 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 879 | 6,42 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5 233 | 23,71 | 250 | 24,38 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 41 307 | 1 976 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 325 | 0,00 | 16 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 45 810 | −3,56 | 2 191 | −3,10 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 101 601 | 0,00 | 4 860 | 0,48 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 108 920 | 5 210 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 31 551 | −7,82 | 1 513 | −7,18 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 9 953 | −92,79 | 476 | −92,75 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1 348 | 0,00 | 64 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 715 | 0,28 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1 491 | −2,36 | 71 | −1,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 749 942 | 2,92 | 35 870 | 3,42 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 395 | 0,00 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8 958 | 40,69 | 428 | 41,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 175 | −22,92 | 534 | −22,27 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 63 789 | −11,33 | 3 051 | −10,89 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10 646 | −85,51 | 509 | −85,44 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 27 080 | −17,65 | 1 295 | −17,25 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 509 | 0,00 | 24 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 350 | 352 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 066 | 0,00 | 147 | 0,69 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 116 586 | 32,08 | 5 576 | 32,73 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 54 806 | −6,16 | 2 621 | −5,69 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18 018 | −0,07 | 862 | 0,35 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9 785 | −0,16 | 468 | 0,21 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7 095 | −18,50 | 339 | −18,12 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 5 625 | −34,78 | 269 | −34,39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 102 | −18,40 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 421 | −58,06 | 1 216 | −57,89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 47 200 | −34,08 | 2 258 | −33,77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 253 667 | −27,83 | 12 133 | −27,48 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 12 553 | −14,16 | 1 | |||||
| 2025-08-14 | 13F | Clifford Group, LLC | 42 759 | −7,22 | 2 045 | −6,75 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 533 | 0,00 | 25 | 0,00 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Jentner Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 55 829 | 1,64 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 10 384 | −26,22 | 497 | −25,86 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 18 386 | −1,55 | 879 | −1,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20 923 | −5,26 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 476 | 0,00 | 23 | 0,00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2 100 | 0,00 | 0 | |||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14 504 | 4,01 | 690 | 4,55 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6 226 | 0,00 | 295 | −1,34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 019 321 | −4,24 | 192 244 | −3,78 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 70 077 | 0,00 | 3 352 | 0,48 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 4 909 | 0,00 | 235 | 0,43 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 8 466 | 0,00 | 405 | 0,50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 832 | 8,90 | 422 | 9,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 30 744 | −27,19 | 1 470 | −26,83 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 490 | 0,00 | 23 | 0,00 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 4 409 | 0,64 | 211 | 0,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 071 | 10,32 | 1 103 | 10,85 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 14 939 | −0,53 | 715 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9 927 | −4,98 | 475 | −4,63 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 33 999 | 1 626 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 40 080 | −7,48 | 1 917 | −7,03 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 967 | 1 365,15 | 46 | 1 433,33 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 16 087 | −6,89 | 769 | −6,45 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 245 526 | −1,22 | 11 744 | −0,74 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4 211 | 202 | ||||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 45 451 | −41,13 | 2 174 | −40,85 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 690 403 | 629,43 | 81 | 627,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 730 | −21,20 | 513 | −20,83 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 29 807 | −7,96 | 1 426 | −7,53 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 95 706 | −6,02 | 4 578 | −5,57 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 397 039 | 2,46 | 18 990 | 2,96 |
