Grundläggande statistik
| Institutionella ägare | 513 total, 513 long only, 0 short only, 0 long/short - change of −1,72% MRQ |
| Genomsnittlig portföljallokering | 1.0634 % - change of −1,34% MRQ |
| Institutionella aktier (lång) | 270 408 942 (ex 13D/G) - change of 13,38MM shares 5,21% MRQ |
| Institutionellt värde (lång) | $ 6 255 256 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF (US:SPAB) har 513 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 270,408,942 aktier. Största aktieägare inkluderar State Street Corp, LPL Financial LLC, Cwm, Llc, Cliftonlarsonallen Wealth Advisors, Llc, Envestnet Asset Management Inc, Cerity Partners LLC, SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, RiverFront Investment Group, LLC, Private Advisor Group, LLC, and Advisor Group Holdings, Inc. .
SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF (ARCA:SPAB) 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 10, 2025 is 25,90 / share. Previously, on September 11, 2024, the share price was 26,25 / share. This represents a decline of 1,33% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 485 171 | 3,10 | 12 420 | 3,34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 701 | 44 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 125 686 | −1,54 | 3 218 | −1,32 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 107 710 | −8,55 | 2 757 | −8,34 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 49 666 | −8,65 | 1 271 | −8,43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 374 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 901 | −5,26 | 23 | −4,17 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 201 640 | 12,90 | 5 162 | 13,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 271 | 113,26 | 33 | 113,33 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 30 | 15,38 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 741 627 | −3,00 | 18 986 | −2,77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 54 919 | 1,03 | 1 406 | 1,22 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 32 552 | −49,05 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 237 976 | 8,33 | 6 092 | 8,59 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 634 914 | 7,57 | 323 454 | 7,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 126 593 | 30,06 | 3 241 | 30,38 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 656 | 0,00 | 17 | 0,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 484 543 | 6,56 | 12 361 | 1,56 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 226 536 | 820,84 | 5 799 | 823,41 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 503 795 | −1,57 | 12 897 | −1,33 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 189 378 | 10,18 | 4 848 | 10,43 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1 273 | 0,00 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 341 628 | 3,42 | 8 746 | 3,65 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 206 578 | −1,32 | 5 288 | −1,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 436 425 | 70,75 | 36 772 | 71,15 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 59 285 | 120,98 | 1 512 | 120,73 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 211 286 | −0,84 | 5 390 | −0,96 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 106 843 | −0,84 | 2 735 | 1,07 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 347 767 | −58,38 | 8 903 | −58,28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 524 494 | 8,74 | 13 427 | 8,99 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 10 180 | 0,00 | 261 | 0,39 | ||||
| 2025-07-18 | 13F | Vicus Capital | 18 381 | 0,03 | 471 | 0,21 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 300 000 | 7 680 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 53 379 | 5,64 | 1 366 | 6,64 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 14 100 | 0,00 | 361 | 0,28 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 6 878 | 0,00 | 176 | 0,57 | ||||
| 2025-03-17 | 13F/A | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 62 739 | −39,84 | 1 606 | −39,69 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 9 952 | 6,80 | 255 | 8,55 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 11 | −72,97 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 12 322 | −16,78 | 315 | −16,67 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29 396 | −7,95 | 753 | −7,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 680 676 | 0,95 | 17 425 | 1,19 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 86 164 | 91,03 | 2 206 | 91,41 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 120 000 | 0,00 | 3 072 | 0,26 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 25 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 113 | −79,75 | 3 | −85,71 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 110 667 | 8,15 | 2 833 | 8,42 | ||||
| 2025-08-04 | 13F | Balentine LLC | 19 143 | 1,67 | 490 | 2,08 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 84 269 | 9,69 | 2 157 | 9,94 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 32 900 | 0,00 | 842 | 0,24 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 505 572 | −9,97 | 12 943 | −9,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 32 330 | 1,01 | 828 | 1,22 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 15 176 | 3,01 | 389 | 3,19 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 73 335 | −1,47 | 1 877 | −1,21 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 130 704 | 1 383,25 | 3 346 | 1 387,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 283 754 | 10,25 | 7 264 | 10,51 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 1 021 528 | 3,82 | 26 151 | 4,06 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 67 302 | 27,82 | 1 723 | 28,13 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 245 931 | 1,24 | 6 296 | 1,47 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 151 461 | 336,26 | 3 877 | 337,58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 574 164 | −24,10 | 14 699 | −23,92 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 79 582 | 0,86 | 2 030 | 0,94 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 84 214 | −3,46 | 2 156 | −3,23 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 329 | 89,35 | 60 | 90,32 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 155 887 | 2,24 | 3 991 | 2,47 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6 547 | −2,65 | 168 | −2,34 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 741 499 | 45 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8 945 | 1 447,58 | 229 | 1 528,57 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14 704 | 78,32 | 376 | 79,05 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 10 936 | −3,27 | 280 | −3,12 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 20 009 | 3,10 | 1 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 8 611 | −12,83 | 220 | −12,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 285 967 | 15,19 | 109 709 | 15,45 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 345 144 | 4,62 | 8 836 | 4,87 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7 716 661 | −0,61 | 197 547 | −0,38 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 164 439 | 29,22 | 4 210 | 29,51 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 445 | −4,86 | 88 | −4,35 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 963 765 | 0,79 | 75 872 | 1,03 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 12 538 | −94,27 | 321 | −94,27 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 36 550 | −0,69 | 936 | −0,43 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 17 411 | 446 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 670 775 | −2,74 | 17 172 | −2,51 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 16 298 | −4,36 | 417 | −4,14 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 447 211 | −0,13 | 11 | 0,00 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 298 843 | 0,95 | 7 650 | 1,19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 205 323 | 15,63 | 5 256 | 15,90 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 31 565 | −57,13 | 808 | −57,02 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 10 227 | 0,72 | 262 | 0,77 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 9 952 | −0,20 | 255 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 32 204 | 242,16 | 824 | 243,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 105 | 3 | ||||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 119 166 | 0,00 | 3 051 | 0,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 499 718 | −2,27 | 63 993 | −2,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 879 | −54,74 | 637 | −54,64 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 2 373 | 0,00 | 61 | 0,00 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 615 119 | 0,31 | 15 747 | 0,56 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 661 917 | 2,78 | 16 917 | 2,45 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 285 217 | −0,16 | 7 302 | 0,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 100 502 | −2,42 | 284 173 | −2,19 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 188 135 | −2,20 | 4 813 | −2,04 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 463 350 | 11 839 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 8 050 | −45,69 | 206 | −45,50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 56 811 | 16,19 | 1 454 | 16,51 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 309 269 | 8,89 | 7 917 | 9,15 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1 070 531 | 0,93 | 27 406 | 1,17 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28 317 | 725 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 274 599 | 2,69 | 6 945 | 1,37 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 14 112 | 0,00 | 360 | −0,28 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 577 881 | 3,51 | 14 794 | 3,75 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 277 | 3,13 | 361 | 3,44 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 511 983 | −8,27 | 13 107 | −8,06 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | FreeGulliver LLC | 26 056 | 4,83 | 667 | 5,21 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 451 671 | 28,97 | 11 563 | 29,27 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 906 479 | 7,69 | 48 806 | 7,95 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 30 774 | −46,52 | 788 | −46,43 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 38 312 | 2,44 | 981 | 2,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 428 628 | −8,12 | 113 373 | −7,90 | ||||
| 2025-05-05 | 13F | 4wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 129 152 | 167,04 | 3 306 | 167,69 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 25 204 | 6,25 | 645 | 6,61 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 9 832 | 252 | ||||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 305 968 | −0,04 | 7 833 | 0,19 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 11 671 | −0,25 | 299 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 833 | −32,03 | 482 | −34,42 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 873 067 | −13,68 | 22 351 | −13,48 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 895 | −3,97 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 915 | 0,00 | 23 | 0,00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 30 920 | −17,33 | 792 | −17,17 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 63 307 | 209,63 | 1 621 | 210,34 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 619 | 575,36 | 144 | 580,95 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 168 449 | −2,77 | 4 312 | −2,53 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 121 291 | −1,31 | 3 105 | −1,05 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 170 | 0,73 | 209 | 0,48 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 115 359 | 140,93 | 2 953 | 141,65 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 11 165 | −12,10 | 286 | −12,04 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 555 | 0,99 | 65 | 1,56 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 869 | 0,00 | 48 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 207 731 | −6,41 | 5 318 | −6,19 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 078 | −96,62 | 28 | −96,68 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 21 419 | −2,34 | 548 | −2,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 96 398 | −65,81 | 2 | −71,43 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 1 692 786 | 3,78 | 42 844 | 4,06 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 174 | −0,54 | 184 | −0,54 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 035 906 | −7,63 | 26 519 | −7,42 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 962 947 | 2,70 | 50 251 | 2,94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72 003 | −20,41 | 1 843 | −20,22 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1 263 272 | 2,24 | 32 226 | 2,12 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 32 041 | −9,08 | 820 | −8,89 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 479 793 | 5,48 | 89 083 | 5,72 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 264 621 | −16,53 | 6 774 | −16,33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 32 455 | −7,13 | 831 | −6,95 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 302 724 | 11,28 | 7 750 | 11,53 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66 166 | 0,28 | 1 694 | 0,71 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 677 | 0,00 | 299 | 0,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 24 698 | 632 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 230 537 | 29,04 | 31 502 | 29,34 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 735 980 | −23,96 | 44 441 | −23,78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 473 977 | 20,95 | 12 134 | 21,23 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 25 407 | 650 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 81 004 | −3,14 | 2 074 | −2,90 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 304 336 | 4,29 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 097 073 | 4,95 | 28 | 7,69 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18 300 | 2,87 | 466 | 2,64 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 876 859 | 1,65 | 22 448 | 1,89 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 58 170 | −93,62 | 1 489 | −93,61 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 14 232 | −5,30 | 364 | −4,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 307 310 | −5,79 | 59 067 | −5,57 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 777 857 | 11,15 | 19 843 | 11,24 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 16 821 | 34,19 | 431 | 34,38 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 12 776 | −17,56 | 327 | −17,22 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 052 229 | −0,15 | 52 537 | 0,08 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 782 | −8,87 | 378 | −8,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 348 150 | 9,99 | 8 913 | 10,24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 18 593 | −97,46 | 476 | −97,39 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 536 | 0,71 | 270 | 0,75 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 710 779 | −38,24 | 18 196 | −38,09 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 837 816 | 64,22 | 21 214 | 64,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 89 044 | 113,38 | 2 | 100,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 17 343 | −68,78 | 439 | −68,78 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 65 380 | 61,78 | 1 674 | 62,11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 625 | 6,21 | 246 | 7,89 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 434 268 | 0,67 | 11 117 | 0,91 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 082 333 | 1,38 | 53 308 | 1,61 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 10 631 | −1,15 | 270 | 0,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 961 561 | 7,17 | 24 616 | 7,42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 59 781 | −5,86 | 1 530 | −5,61 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2 054 | −21,51 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 387 | 0,00 | 189 | 0,53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 275 591 | 42,63 | 7 055 | 42,99 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 351 125 | −2,07 | 8 989 | −1,85 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 49 411 | 174,55 | 1 265 | 175,38 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16 091 | 3,30 | 412 | 3,53 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 99 985 | 22,11 | 2 560 | 22,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 324 853 | −7,83 | 8 316 | −7,61 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 10 247 | 0,76 | 259 | 0,00 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 77 192 | 1 976 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 385 171 | 81,77 | 61 060 | 82,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 211 332 | −1,11 | 5 410 | −0,86 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 32 455 | 15,61 | 831 | 15,92 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 9 820 | 0,00 | 251 | 0,40 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 325 069 | −1,20 | 8 322 | −0,98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | −99,68 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 59 328 | 87,21 | 1 519 | 87,64 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 1 124 404 | 0,35 | 28 785 | 0,58 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 375 907 | −2,92 | 9 563 | −2,14 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 69 672 | 718,42 | 1 784 | 721,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 629 531 | −3,49 | 92 226 | −3,98 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 244 099 | 1,92 | 6 249 | 2,16 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 92 728 | −1,93 | 2 374 | −1,70 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 2 144 071 | 2,11 | 54 888 | 2,35 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 20 082 | 1,57 | 514 | 1,98 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 489 | 0,82 | 13 | 0,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 112 736 | 4,17 | 2 886 | 4,41 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 69 317 | 1,86 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1 314 862 | −0,73 | 33 660 | −0,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 990 506 | 24,33 | 25 | 25,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 60 021 | 48,47 | 1 537 | 48,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110 878 | 2,51 | 2 838 | 2,75 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 37 870 | −3,99 | 969 | −3,68 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 436 493 | 11 174 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 9 298 | 238 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 038 | 65,03 | 436 | 65,78 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 21 992 | −55,74 | 563 | −55,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 867 808 | 4,08 | 73 416 | 4,32 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 87 149 | 453,15 | 2 231 | 454,98 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 309 499 | 3,26 | 7 923 | 3,50 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4 891 | −45,10 | 125 | −44,93 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 61 692 | 1,89 | 1 579 | 2,13 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 381 | 5,42 | 266 | 5,58 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 19 727 | 2,25 | 505 | 2,64 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 921 | 15,95 | 254 | 16,06 | ||||
| 2025-04-23 | 13F | Professional Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 53 | −71,20 | 1 | −75,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44 554 | 305,40 | 1 141 | 307,14 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 63 665 | −6,32 | 1 630 | −6,11 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 14 704 | −4,15 | 376 | −3,84 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 27 797 | 135,03 | 712 | 135,43 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 272 936 | −5,99 | 6 987 | −5,76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 136 991 | −74,08 | 3 507 | −74,02 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 1 381 660 | −4,34 | 35 254 | −4,43 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 3 613 | −0,99 | 92 | −1,08 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 55 378 | 1,37 | 1 418 | 1,58 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 81 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 10 751 | 1,01 | 273 | 1,87 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 8 577 | 0,00 | 220 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13 497 | −3,69 | 346 | −3,35 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 608 | −13,53 | 297 | −13,16 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 10 840 | −72,80 | 278 | −72,76 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 88 003 | −76,33 | 2 253 | −76,28 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 77 165 | −1,66 | 1 975 | −1,45 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 20 795 | 532 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1 200 | 0,00 | 31 | 0,00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 23 594 | 0,21 | 604 | 0,50 | ||||
| 2025-04-15 | 13F | Collier Financial | 3 278 | −99,28 | 84 | −99,27 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 306 194 | −3,41 | 7 839 | −3,19 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 426 | 0,00 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 626 788 | 334,51 | 16 046 | 335,53 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 258 307 | 143,87 | 6 613 | 144,44 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 135 088 | −3,02 | 3 458 | −2,78 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 91 257 | 1,85 | 2 336 | 2,10 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 16 054 | 411 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 4 524 | 116 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 791 983 | 2,42 | 20 275 | 2,65 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 20 452 | −17,16 | 524 | −16,98 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 107 895 | −3,86 | 2 762 | −3,63 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 223 | 3,42 | 1 593 | 3,65 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 93 740 | −0,25 | 2 400 | −0,04 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 25 713 | 658 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 84 564 | 31,19 | 2 165 | 31,47 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 635 | 0,00 | 191 | −2,06 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 34 250 | −11,61 | 877 | −11,43 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Auour Investments LLC | 115 921 | −16,55 | 2 968 | −16,40 | ||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 16 314 | −7,52 | 418 | −7,33 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31 858 | −9,80 | 815 | −8,13 | ||||
| 2025-04-09 | 13F | Graves-Light Private Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 13 | 62,50 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 169 | 9,74 | 4 | 33,33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 291 | −92,45 | 366 | −92,45 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 533 231 | 5,76 | 269 651 | 6,01 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 230 314 | 33,88 | 5 896 | 34,21 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 573 602 | 0,36 | 14 684 | 0,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 813 | 123 | ||||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 25 150 | 0,00 | 644 | 0,16 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 25 763 | −1,04 | 655 | −1,36 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 193 218 | 8,03 | 4 935 | 10,41 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 54 | 0,00 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 1 124 585 | 30,97 | 28 789 | 31,28 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 930 582 | 0,85 | 23 823 | 1,08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 336 417 | 20,59 | 8 612 | 20,87 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 262 018 | 0,80 | 6 708 | 1,04 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 83 278 | −2,29 | 2 132 | −2,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 188 985 | −1,90 | 4 838 | −0,88 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 143 297 | 19,26 | 3 668 | 19,56 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 289 174 | −1,05 | 7 403 | −0,82 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 117 392 | 104,58 | 3 005 | 105,12 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 116 592 | −7,74 | 2 985 | −7,53 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 58 032 | 1 471 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23 625 | −3,14 | 605 | −2,89 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 8 724 193 | 31,16 | 223 339 | 31,46 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 819 | 0,00 | 47 | 0,00 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 92 276 | −5,42 | 2 362 | −5,18 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 37 441 | −5,95 | 958 | −5,71 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 1 386 530 | 0,91 | 35 495 | 1,15 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 10 714 | −2,50 | 274 | −2,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 169 268 | 268,79 | 4 333 | 269,71 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 23 275 | 14,72 | 590 | 16,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 78 865 | 117,57 | 2 019 | 118,16 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 103 217 | 65,60 | 2 642 | 66,06 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13 210 | −27,53 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 029 | −42,50 | 52 | −42,05 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 30 218 | 8,38 | 774 | 8,57 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 201 092 | 0,49 | 5 148 | 0,72 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 262 413 | 4,81 | 6 718 | 5,05 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 8 357 | 0,00 | 214 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 359 | 0,00 | 35 | 0,00 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 4 279 | 6,95 | 110 | 6,86 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 671 132 | 74,87 | 42 781 | 75,28 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 18 861 | 40,96 | 483 | 41,35 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 313 152 | −0,65 | 8 017 | −0,42 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 2 968 636 | −3,83 | 75 997 | −3,60 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 237 555 | 805,63 | 6 081 | 808,97 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 113 900 | 0,58 | 2 916 | 0,80 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 904 947 | −2,35 | 23 167 | −2,12 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 337 417 | −5,39 | 8 638 | −5,17 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 33 902 | 0,00 | 868 | 0,23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 261 | 237 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 42 162 | 0,96 | 1 079 | 1,22 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 500 122 | 8,09 | 12 803 | 8,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 000 | 26 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 316 948 | −1,39 | 59 313 | −1,16 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 10 218 | −3,31 | 262 | −2,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 261 175 | −15,10 | 6 688 | −14,75 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 28 694 | 15,05 | 735 | 15,41 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2 028 | −1,22 | 52 | −1,92 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 68 310 | −4,36 | 1 749 | −4,17 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 249 732 | 46,74 | 6 393 | 50,35 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 289 946 | −5,61 | 7 398 | −5,38 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 11 380 | 291 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 385 485 | 7,27 | 61 068 | 7,52 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 79 650 | 0,00 | 2 | 0,00 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 2 954 413 | −9,81 | 75 485 | −8,37 | ||||
| 2025-05-07 | 13F | Hallmark Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26 733 | −7,49 | 684 | −7,32 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 973 889 | −19,49 | 50 413 | −17,72 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 385 | −9,05 | 215 | −8,94 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 057 243 | 3,17 | 27 065 | 3,41 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 384 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 420 478 | −0,61 | 10 764 | −0,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15 804 | −1,75 | 405 | −1,46 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 58 878 | −4,49 | 1 507 | −4,26 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 298 628 | −10,63 | 7 645 | −10,43 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 56 534 | −13,07 | 1 447 | −12,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 287 | −12,69 | 110 | −12,80 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 841 986 | 2,22 | 72 755 | 2,46 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 113 772 | 3,73 | 2 913 | 3,96 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 41 610 | −0,15 | 1 053 | −1,50 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 1 469 560 | 13,28 | 37 621 | 13,54 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 89 943 | 2 303 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 129 708 | −0,51 | 3 321 | −0,27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 807 | 0,00 | 72 | 0,00 | ||||
| 2025-05-14 | 13F | Redwood Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 616 132 | 3,00 | 41 373 | 3,24 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 14 523 | 372 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 48 881 | −29,44 | 1 251 | −29,28 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2 024 | 18,71 | 52 | 18,60 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 849 | −20,78 | 227 | −20,70 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 813 | 0,00 | 21 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 203 | −18,27 | 31 | −18,92 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 38 340 | −9,21 | 982 | −9,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 50 445 | 72,91 | 1 287 | 72,62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 083 385 | −26,24 | 27 734 | −26,07 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 987 | 0,00 | 51 | 0,00 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 136 363 | −28,94 | 3 491 | −28,78 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 617 | −60,15 | 93 | −60,17 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15 602 | 21,49 | 399 | 22,02 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 148 728 | −1,18 | 3 807 | −0,94 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 197 947 | −13,56 | 5 067 | −13,35 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22 921 | −94,43 | 587 | −94,42 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 54 898 | 159,33 | 1 405 | 160,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 77 872 | 2,93 | 1 994 | 3,16 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8 041 | 0,97 | 206 | 0,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 31 736 | 6,26 | 806 | 6,19 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 360 | 0,09 | 265 | 0,38 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 325 786 | 1,25 | 8 340 | 1,48 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 120 565 | 37,62 | 3 086 | 37,95 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 56 900 | −1,72 | 1 457 | −1,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 067 | 36,98 | 79 | 39,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 179 029 | 0,63 | 30 183 | 0,87 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 348 639 | −3,27 | 8 925 | −3,03 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13 401 | 0 | ||||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 7 918 | 203 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 812 905 | 5,47 | 20 810 | 5,72 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 091 | 21,00 | 258 | 21,13 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 84 106 | 0,00 | 2 153 | 0,23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 44 347 | 256,11 | 1 135 | 256,92 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 53 308 | 0,97 | 1 365 | 1,19 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 910 006 | −7,73 | 48 896 | −7,52 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 72 402 | 19,01 | 1 853 | 19,32 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 692 806 | −3,28 | 17 736 | −3,06 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 42 214 | 10,85 | 1 081 | 11,11 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 328 510 | −8,34 | 8 410 | −8,13 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 9 295 | −15,65 | 238 | −15,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 205 833 | 7,49 | 5 269 | 7,75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 910 897 | 4,13 | 23 319 | 4,37 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 136 392 | 443,89 | 3 492 | 445,47 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 342 644 | 0,30 | 8 772 | 0,54 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 387 456 | −2,47 | 10 | −10,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 725 | 7,04 | 428 | 7,27 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 288 | 7 | ||||||
| 2025-08-12 | 13F | Amtrust Financial Services, Inc. | 250 600 | 0,00 | 6 415 | 0,23 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 6 906 | −96,49 | 177 | −96,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 116 115 | −6,80 | 2 973 | −6,60 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 13 425 | 10,90 | 344 | 11,00 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 29 867 | 3,18 | 765 | 3,38 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 11 328 | −4,81 | 290 | −2,36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 367 | 1,10 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 62 925 | 1 611 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 305 | 213 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 72 809 | −1,58 | 1 864 | −1,38 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17 003 | −97,97 | 435 | −97,97 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47 929 | 1 227 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13 166 | 337 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54 898 | 949,27 | 1 405 | 980,77 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 27 454 | −7,53 | 703 | −7,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 237 344 | 241,80 | 6 | 500,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 105 | 3 | ||||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 61 441 | −11,73 | 1 573 | −11,54 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 18 639 | 3,74 | 476 | 6,25 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 611 | 0,99 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 735 412 | −0,36 | 19 | 0,00 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 17 385 | −1,38 | 445 | −1,11 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 3 690 | 0,00 | 94 | 0,00 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 221 505 | 2,44 | 5 671 | 2,68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17 693 | −0,68 | 453 | −0,44 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 61 512 | 14,50 | 1 575 | 14,72 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 62 669 | −1,30 | 1 604 | −1,05 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 48 | 0 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 12 031 | 308 | ||||||
| 2025-04-23 | 13F | KPP Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 050 296 | 14,69 | 26 888 | 14,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 269 | 2,28 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 50 | 0,00 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 1 137 370 | 3,21 | 29 117 | 3,45 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 21 753 | −18,66 | 557 | −18,59 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 791 713 | 0,49 | 20 268 | 0,73 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 63 799 | −2,74 | 1 633 | −2,51 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 228 002 | 271,26 | 5 837 | 272,19 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 27 308 | 8,45 | 699 | 8,71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 178 424 | 1,41 | 4 568 | 1,65 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 82 658 | 25,76 | 2 116 | 26,10 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 058 | −33,12 | 360 | −33,02 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 999 565 | 2,81 | 76 789 | 3,05 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3 897 587 | −4,24 | 99 778 | −4,01 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 9 866 | 3,37 | 253 | 3,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 649 560 | 1,02 | 42 229 | 1,26 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 51 728 | −5,09 | 1 324 | −4,82 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 200 | 0,00 | 82 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 22 164 478 | −3,81 | 567 411 | −3,59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 278 | 1,09 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 695 021 | 3,32 | 94 593 | 3,56 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 68 950 | −1,32 | 1 765 | 0,57 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 842 874 | 4,04 | 21 578 | 4,29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 249 | −4,05 | 339 | −3,69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 377 793 | −22,28 | 9 671 | −22,10 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 355 | 0,00 | 35 | 0,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 228 120 | 6,86 | 5 840 | 7,12 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 136 944 | −77,22 | 3 506 | −77,17 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 84 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17 087 709 | 7,10 | 437 | 7,37 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 8 710 | 0,88 | 223 | 0,91 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 1 223 344 | 9,96 | 31 318 | 10,22 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 715 318 | 5,85 | 43 912 | 6,10 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 16 874 | 1,09 | 432 | 1,17 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 392 | 0,00 | 10 | −10,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8 250 | 0,00 | 211 | 0,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67 387 | 57,67 | 1 725 | 58,11 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 30 | 0,00 | 1 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 93 356 | −0,97 | 2 390 | −0,75 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 6 993 | 0,11 | 179 | 0,56 | ||||
| 2025-08-14 | 13F | State Street Corp | 23 633 736 | 103,69 | 605 024 | 104,17 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 32 059 | −2,33 | 1 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 54 | −80,65 | 1 | −85,71 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 633 822 | −7,19 | 41 826 | −6,97 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 55 612 | −14,38 | 1 424 | −14,17 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10 573 | −7,76 | 271 | −7,53 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 411 645 | −0,07 | 10 538 | 0,16 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 41 457 | −29,21 | 1 061 | −29,03 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 157 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 190 653 | −0,23 | 4 881 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 302 | −17,71 | 8 | −22,22 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1 085 553 | 12,99 | 28 | 12,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 32 174 | 14,05 | 824 | 14,31 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 84 280 | 5,42 | 2 158 | 5,68 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 350 915 | −17,70 | 8 983 | −17,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 814 832 | 12,10 | 21 | 11,11 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 447 927 | 1,67 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 103 571 | 1,81 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 14 655 | 3,10 | 375 | 3,31 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 38 273 | 0,00 | 977 | 2,20 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 633 | 1,12 | 16 | 6,67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 138 | 187,50 | 4 | 200,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 1 114 303 | 37,01 | 28 526 | 37,34 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 209 271 | −2,18 | 5 357 | −1,94 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2 069 | −27,38 | 53 | −29,73 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 233 012 | 0,03 | 5 965 | 0,27 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 54 558 | −29,70 | 1 397 | −29,57 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 385 454 | 55,87 | 9 868 | 59,69 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 56 153 | 2,91 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 097 517 | −9,80 | 28 096 | −9,59 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 36 617 | 21,44 | 937 | 21,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 258 | 19,45 | 160 | 20,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 385 344 | −4,95 | 9 865 | −4,72 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 68 827 | −30,35 | 1 762 | −30,20 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 88 032 | −17,70 | 2 254 | −17,50 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 3 894 | 0,00 | 100 | 0,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 21 325 | 0,00 | 546 | 0,18 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 19 000 | 0,00 | 486 | 0,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 225 420 | 0,88 | 31 371 | 1,12 |
