Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF inkluderar RMG Wealth Management LLC, NSTLX - Neuberger Berman Strategic Income Fund Institutional Class, JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Cabot Wealth Management Inc, BlueCrest Capital Management Ltd, FIXP - FolioBeyond Enhanced Fixed Income Premium ETF, FLRT - Pacer Pacific Asset Floating Rate High Income ETF, Prevail Innovative Wealth Advisors, Llc, WealthTrak Capital Management LLC, Midwest Trust Co, Virtus Fixed Income Advisers, LLC, AMG National Trust Bank, Insigneo Advisory Services, Llc, Financial Engines Advisors L.L.C., Meridian Financial, LLC, Oxbow Advisors, LLC, Ritholtz Wealth Management, XTX Topco Ltd, Concurrent Investment Advisors, LLC, och Running Point Capital Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 97 | 2 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20 862 | 532 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 179 | 5 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 544 552 | 1,33 | 39 355 | 2,62 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 607 | 5,98 | 398 | 7,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23 019 | 0,60 | 587 | 1,91 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 44 477 | 20,12 | 1 133 | 21,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 678 127 | 712,85 | 17 279 | 722,81 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 84 | 2 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 27 714 | 4,21 | 1 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 44 983 | 7,98 | 1 146 | 9,35 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 12 806 | 29,93 | 326 | 31,98 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 53 312 | 1 358 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 37 420 | 953 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 59 900 | 33,35 | 1 523 | 34,78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 737 | 1,89 | 121 | 3,45 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 177 931 | 18,58 | 4 534 | 20,08 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 7 300 | 7,35 | 186 | 8,77 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 40 | 1 | ||||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 30 000 | 200,00 | 764 | 204,38 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 703 175 | 3,40 | 17 917 | 4,71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 643 | 16 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 86 448 | 6,27 | 2 203 | 7,62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36 038 | 15,47 | 918 | 16,94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 665 | 3,29 | 68 | 4,69 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 2 419 136 | 1 806,33 | 62 | 1 933,33 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 455 713 | 62 337 | ||||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 322 893 | 0,01 | 8 166 | 3,91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 985 | 9,22 | 76 | 11,76 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 35 960 | 916 | ||||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 22 338 | 86,91 | 569 | 89,04 | ||||
| 2025-06-26 | NP | FIXP - FolioBeyond Enhanced Fixed Income Premium ETF | 86 363 | 2 158 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 83 529 | 33,22 | 2 124 | 34,69 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 100 981 | 0,81 | 2 573 | 2,06 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 155 000 | 34,78 | 3 949 | 36,50 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16 644 | 2,46 | 424 | 3,92 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 376 978 | 115,29 | 9 605 | 118,05 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 342 722 | 4,61 | 8 733 | 5,95 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 948 | 2,15 | 250 | 2,04 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 27 510 | 6,11 | 1 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 320 199 | 8 159 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 741 | 0,52 | 44 | 2,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 789 991 | 11,50 | 71 089 | 12,91 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 276 892 | 152,95 | 7 055 | 156,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 596 | 41 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31 952 | 3,46 | 814 | 4,76 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 153 499 | 2,08 | 3 911 | 3,38 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 28 410 | 4,55 | 724 | 5,86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 784 | 15,90 | 96 | 17,07 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 432 | 6,67 | 11 | 10,00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 842 349 | 4,76 | 21 463 | 6,09 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 688 | 1,93 | 18 | 6,25 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 30 082 | 94,18 | 766 | 96,92 | ||||
| 2025-08-01 | 13F | First National Trust Co | 163 503 | 17,09 | 4 166 | 18,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 838 810 | 97,86 | 21 373 | 100,38 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 74 278 | 19,43 | 1 893 | 20,97 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 16 664 | 2 640,79 | 425 | 2 726,67 | ||||
| 2025-06-30 | NP | FLRT - Pacer Pacific Asset Floating Rate High Income ETF | 79 365 | 1 983 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 9 590 | 19,88 | 244 | 21,39 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 200 795 | 2,59 | 5 116 | 3,90 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 362 365 | 9 233 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 569 | 366,96 | 40 | 387,50 | ||||
| 2025-08-12 | 13F | Western Asset Management Company, LLC | 221 350 | 14,90 | 5 640 | 16,34 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 171 | 234 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 34 000 | 866 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 321 | 18,93 | 1 458 | 20,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127 886 | 48,30 | 3 259 | 49,66 | ||||
| 2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 286 781 | 7 235 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 957 993 | 169,40 | 24 223 | 170,70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 428 | 36 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 350 | 238 | ||||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 23 660 | 603 | ||||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 345 059 | 64,87 | 8 792 | 66,99 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 53 094 | 2,29 | 1 353 | 3,60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 40 214 | 20,17 | 1 025 | 21,76 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 324 300 | 16,01 | 33 743 | 17,49 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 8 683 | 1,39 | 221 | 2,79 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28 910 | 101,44 | 1 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 61 222 | 1 560 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 19 878 | 506 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 47 615 | 308,89 | 1 201 | 318,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 741 395 | 2,66 | 69 626 | 3,63 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 270 | 0,32 | 32 | 3,23 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 819 | 199 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 338 000 | 8 612 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 36 980 | 350,26 | 942 | 357,28 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 14 369 | 1,05 | 366 | 2,52 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 118 169 | 5,62 | 3 011 | 6,97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 780 200 | 10,26 | 19 879 | 11,67 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 599 300 | 16,01 | 15 270 | 17,49 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 32 599 | 1,37 | 831 | 2,60 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 26 340 | 668 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 41 015 | 23,10 | 1 045 | 24,70 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 17 376 | 443 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 175 195 | 4 464 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 424 | 6,27 | 61 | 7,02 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 20 537 | 4,72 | 523 | 6,09 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 319 600 | 100,25 | 8 127 | 102,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21 103 | 10,57 | 538 | 11,88 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 373 269 | 0,76 | 10 | 0,00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 528 055 | 4,33 | 13 455 | 5,65 | ||||
| 2025-08-01 | 13F | Davy Global Fund Management Ltd | 11 210 | 1,53 | 286 | 2,89 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 132 | 3 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1 669 016 | 5,83 | 42 527 | 7,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 521 088 | 6,62 | 115 197 | 7,97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40 | 1 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 11 124 | 283 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 156 830 | 3 991 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 443 064 | 66,58 | 11 289 | 68,72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 026 | 19,32 | 103 | 21,43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 224 274 | 317,45 | 5 694 | 321,78 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 603 | 356,82 | 15 | 400,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 7 767 | 96,38 | 198 | 98,99 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10 177 | 259 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 79 | 102,56 | 2 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 104 366 | 2,04 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 364 584 | 9,80 | 9 290 | 11,19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 998 | 0,76 | 459 | 2,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 35 697 | 7,46 | 910 | 8,86 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 327 608 | 4,48 | 8 347 | 5,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 20 502 | 30,98 | 522 | 32,82 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 33 467 | 8,87 | 853 | 10,22 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 35 186 | 13,19 | 897 | 14,58 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 617 893 | 15 753 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 269 055 | 6 856 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 850 | 1,08 | 98 | 3,16 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 440 775 | 255,23 | 11 196 | 258,70 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 31 201 | 5,73 | 795 | 7,14 | ||||
| 2025-08-14 | 13F | BlueCrest Capital Management Ltd | 129 687 | 3 304 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 78 082 | 1,64 | 1 990 | 2,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 274 678 | 9,48 | 32 479 | 10,88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 032 | 230 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 18 198 | 4,69 | 464 | 5,95 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 24 000 | 612 | ||||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 732 801 | 77,56 | 18 672 | 79,82 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 57 442 | 0,40 | 1 464 | 1,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 202 | 5 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 8 248 | 0,32 | 210 | 1,94 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 576 | 360,82 | 40 | 400,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 70 285 | 6,18 | 1 791 | 7,51 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 233 442 | 5,84 | 5 948 | 7,19 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 241 070 | 2,60 | 6 116 | 3,45 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14 204 | 16,20 | 360 | 17,65 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 166 957 | 0,00 | 4 254 | 1,29 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 450 000 | 100,00 | 11 466 | 102,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 343 664 | 14,75 | 8 757 | 16,20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 017 | 0,17 | 77 | 5,56 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 263 393 | 1,01 | 6 711 | 2,30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 453 004 | 18,69 | 12 | 22,22 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 12 908 | 45,82 | 329 | 47,75 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 332 304 | 11,29 | 8 467 | 12,71 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 25 701 | 37,18 | 632 | 31,94 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8 394 | 214 | ||||||
| 2025-08-11 | 13F | Shenkman Capital Management Inc | 600 880 | 114,57 | 15 280 | 116,89 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 21 005 | 535 | ||||||
| 2025-06-24 | NP | NSTLX - Neuberger Berman Strategic Income Fund Institutional Class | 1 408 040 | 35 187 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 521 593 | 21,07 | 13 290 | 22,61 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 36 206 | 2,32 | 923 | 3,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 44 259 | 25,10 | 1 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 52 095 | 1,08 | 1 327 | 2,39 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 260 519 | 4,75 | 6 638 | 6,09 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 65 898 | 10,46 | 1 674 | 13,96 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 785 155 | 0,75 | 96 446 | 2,03 | ||||
| 2025-07-28 | NP | SSTHX - Wells Fargo Short-Term High Yield Bond Fund Class A | 868 026 | 114,33 | 21 900 | 110,90 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 145 151 | 4,70 | 80 138 | 6,03 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 280 784 | 11,37 | 7 | 16,67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 540 980 | 5,02 | 13 784 | 6,36 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 33 962 | 9,22 | 865 | 10,61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 698 364 | 1,86 | 119 714 | 3,15 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 64 448 | 3,12 | 1 642 | 4,45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20 217 | 370,05 | 515 | 376,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 148 170 | 988,21 | 3 775 | 1 003,80 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 711 195 | 234,69 | 18 121 | 238,96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 247 122 | 1,48 | 6 297 | 2,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9 946 | 253 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 259 428 | 20,41 | 57 570 | 21,94 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 38 247 | 0,26 | 975 | 1,56 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 175 881 | 4 481 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 11 712 | 3,71 | 298 | 4,93 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9 733 | 248 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12 046 | 0,32 | 307 | 1,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116 736 | 19,22 | 2 965 | 20,38 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 122 310 | 848,14 | 3 116 | 861,73 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 420 | 5,57 | 1 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 80 700 | 0,28 | 2 056 | 1,58 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 868 026 | 22 117 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 781 264 | 0,70 | 19 907 | 1,98 | ||||
| 2025-08-22 | NP | PPIAX - DWS Short Duration Fund Class A | 450 000 | 100,00 | 11 466 | 102,54 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 103 150 | 21,96 | 2 628 | 23,55 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 11 640 | 7,13 | 297 | 8,42 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 493 | 13 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 176 171 | 16,88 | 4 489 | 18,35 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2 023 706 | 5,59 | 51 564 | 6,94 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 46 777 | 9,23 | 1 185 | 13,63 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 13 870 | 53,01 | 353 | 54,82 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 479 826 | 6,49 | 88 666 | 7,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 144 526 | 3 683 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 126 204 | 5,47 | 3 216 | 6,81 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 27 402 | 698 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 226 | 85,28 | 464 | 87,85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 38 504 | 8,30 | 981 | 9,73 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 98 262 | 22,66 | 2 504 | 24,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 201 | 209 |
