Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF inkluderar Compton Financial Group, LLC, Gibbs Wealth Management, Leicht Financial Planning & Wealth Management, Inc., Summit Wealth Group Llc / Co, Tme Financial, Inc., Stonebridge Wealth Management, LLC, Symphony Financial, Ltd. Co., Midwest Trust Co, IFG Advisory, LLC, Slagle Financial, LLC, Scott Marsh Financial, LLC, Belvedere Trading LLC, Triangle Securities Wealth Management, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Net Worth Advisory Group, BLVD Private Wealth, LLC, One Day In July LLC, Savvy Advisors, Inc., och Sovran 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3 205 | 284 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20 158 | 42,69 | 1 789 | 40,20 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 321 | 5,03 | 295 | 12,21 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 18 864 | 21,95 | 1 674 | 30,48 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2 335 | 207 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 59 996 | 28,89 | 5 325 | 26,61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 186 | 1,66 | 1 259 | 8,72 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 84 129 | 791,57 | 7 467 | 853,51 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 894 | 1,13 | 79 | 8,22 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 153 932 | 6,06 | 13 661 | 13,41 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 6 122 | 2,29 | 1 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 196 | 816 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 343 | 7,01 | 297 | 14,29 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21 874 | 1,47 | 1 941 | 8,50 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 835 | 74 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 3 401 | 302 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 181 | 3,43 | 16 | 14,29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 748 | 285,57 | 66 | 312,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 851 | 4,00 | 342 | 11,07 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 82 080 | 62,79 | 7 285 | 74,09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3 491 | 2 585,38 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 109 | 14,19 | 453 | 25,48 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 3 432 | 305 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 77 469 | 6,09 | 6 875 | 13,45 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9 351 | 0,63 | 830 | 7,52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 169 | 15,72 | 725 | 23,76 | ||||
| 2025-08-13 | 13F | ESG Planning | 2 433 | 216 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 3 200 | 284 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 635 | 20,95 | 56 | 30,23 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14 121 | 0,39 | 1 172 | −11,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66 153 | 40,28 | 5 871 | 50,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73 934 | 230,48 | 6 562 | 253,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 182 | 81,09 | 637 | 93,62 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 299 | 0,18 | 293 | 6,96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 77 643 | 16,87 | 6 891 | 24,95 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7 354 | 16,34 | 653 | 24,43 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11 227 | 7,68 | 996 | 15,14 | ||||
| 2025-07-16 | 13F | Jentner Corp | 2 548 | 226 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 439 | 54,94 | 838 | 65,74 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 89 865 | 2,80 | 7 976 | 9,92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 188 | 2,41 | 2 857 | 9,51 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 285 044 | 5,07 | 25 298 | 12,35 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 2 348 | 208 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 69 | 6 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 34 759 | 1,15 | 3 085 | 8,13 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 307 624 | 3,16 | 116 052 | 10,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 090 | 21,89 | 274 | 30,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 14 241 | 14,51 | 1 185 | 14,83 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 171 586 | 4,25 | 15 228 | 11,47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 | 50,00 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188 979 | 58,98 | 17 | 77,78 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 20 967 | 52,39 | 1 861 | 62,87 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 40 890 | 4,51 | 3 629 | 11,73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 437 | 3,21 | 1 193 | 10,37 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 204 846 | 14,01 | 18 180 | 21,92 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17 596 | 1 562 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 411 | 3,06 | 4 208 | 10,19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 046 | 892 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 286 918 | 0,12 | 25 463 | 7,02 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 113 899 | 19,86 | 10 108 | 28,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 91 | 8 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 26 789 | 4,92 | 2 378 | 12,18 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 26 083 | 32 101,23 | 2 315 | 38 466,67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 97 806 | 6,71 | 8 680 | 14,11 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 10 160 | 11,73 | 910 | 20,56 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 5 107 | 24,74 | 453 | 33,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206 710 | 19,32 | 18 346 | 27,59 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 999 347 | 1,51 | 88 627 | 8,58 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 27 299 | 2 423 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 180 109 | 6,41 | 15 985 | 13,78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 71 171 | 1,91 | 6 316 | 8,97 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6 698 | 594 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29 029 | 2 576 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3 488 | 310 | ||||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 4 138 | 367 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 14 012 | 3,69 | 1 244 | 10,88 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 649 | 48,88 | 324 | 59,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 185 | 18,16 | 726 | 26,48 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 67 727 | 11,68 | 6 011 | 19,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 307 958 | 33,55 | 27 331 | 42,80 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 19 806 | 30,38 | 1 758 | 39,44 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 67 245 | 107,02 | 5 968 | 121,36 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2 294 | 204 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2 875 | 0,28 | 255 | 7,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 907 | 0,59 | 1 146 | 7,61 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 44 847 | 8,80 | 3 980 | 16,34 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 74 723 | 6 632 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 130 841 | 0,88 | 11 207 | 10,93 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 55 728 | 5,95 | 4 946 | 13,29 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 34 839 | 14,17 | 3 092 | 22,08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3 432 | 305 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 2 367 | 210 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 13 754 | 30,49 | 1 221 | 39,59 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 33 249 | 68,52 | 2 683 | 44,87 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 854 | 1,39 | 342 | 8,57 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 9 939 | 24,07 | 882 | 32,83 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 24 210 | 1,92 | 2 149 | 8,98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 31 606 | 4,17 | 2 805 | 11,40 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14 700 | 21,88 | 1 305 | 30,27 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 19 065 | 2,82 | 1 692 | 10,01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 498 | 754 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 375 | 2,84 | 388 | 9,92 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 358 | 209 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 113 208 | 12,97 | 10 097 | 21,40 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 76 | 7 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 10 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 128 | 11 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 22 723 | 8,56 | 2 017 | 16,06 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3 092 | 24,83 | 274 | 33,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 53 019 | 1,93 | 4 705 | 8,99 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3 324 | 0,24 | 295 | 7,27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 396 | 0,17 | 213 | 7,07 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 179 137 | 3,37 | 15 898 | 10,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50 558 | 4 487 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6 510 | 3,66 | 578 | 10,75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316 846 | 6,24 | 28 120 | 13,60 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 46 189 | 24,33 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 86 082 | 13,25 | 7 800 | 27,39 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 58 039 | 8,79 | 5 151 | 16,33 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 64 931 | 11,46 | 5 763 | 19,17 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 031 | 4,48 | 358 | 11,56 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 528 | 0,19 | 47 | 6,98 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6 237 | 2,63 | 518 | −5,83 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 183 | 105 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 20 | 2 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2 610 | 232 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32 028 | 550,05 | 2 842 | 596,57 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19 375 | 9,14 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2 311 | 205 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 51 364 | 8,20 | 4 559 | 15,69 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 60 301 | 12,24 | 5 352 | 20,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 256 | 0,39 | 23 | 4,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 164 126 | 11,01 | 14 566 | 18,70 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 48 860 | 24,90 | 4 336 | 33,58 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4 198 | 2,52 | 373 | 9,73 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 593 | 1,19 | 53 | 8,33 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 73 280 | 4,82 | 6 644 | 21,84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 47 248 | 12,74 | 4 193 | 20,56 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 986 | 0,71 | 176 | −1,12 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65 239 | 17,72 | 5 790 | 25,88 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 832 | 23,87 | 429 | 32,51 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 368 | 8,95 | 2 340 | 16,53 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5 820 | 0,29 | 517 | 7,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 193 | 157,33 | 17 | 183,33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 18 004 | 29,88 | 1 598 | 38,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 29 335 | 42,26 | 2 603 | 52,13 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 48 721 | 4 324 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 7 460 | 24,15 | 662 | 32,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 375 499 | 27,46 | 33 326 | 36,29 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 902 | 3,03 | 169 | 9,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14 200 | 610,00 | 1 260 | 659,04 | |||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 83 | 1,22 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 140 | 30,07 | 279 | 39,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 375 | 445,08 | 1 808 | 483,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 365 093 | 4,30 | 32 402 | 11,53 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 6 216 | 0,55 | 552 | 7,41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 600 | 497 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35 037 | 12,29 | 3 205 | 24,09 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 3 569 | 9,51 | 317 | 17,04 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 10 215 | 909 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 532 | 5,54 | 404 | 13,48 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 19 729 | 3,75 | 1 763 | 176 100,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5 095 | 1,51 | 452 | 8,65 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 336 | 30 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 1 530 | 6,25 | 136 | 13,45 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 12 424 | 0,26 | 1 103 | 8,25 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 5 444 | 0,24 | 483 | 7,33 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 23 670 | 2 101 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 11 392 | 0,30 | 1 011 | 7,32 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 768 | 246 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 868 | 36,92 | 610 | 46,39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 55 | −24,66 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 344 | 11,32 | 563 | 9,34 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 318 280 | 6,76 | 28 247 | 14,16 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 184 | 6,19 | 105 | 14,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 242 | 21 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131 392 | 8,70 | 11 661 | 16,24 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 476 985 | 5,23 | 42 332 | 12,53 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3 131 | 7,78 | 278 | 14,94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 32 965 | 6,56 | 2 926 | 13,95 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 330 107 | 2,08 | 29 297 | 9,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 416 | 96,21 | 570 | 109,96 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 18 483 | 71,06 | 1 640 | 83,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83 359 | 5,40 | 7 576 | 15,40 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 1 200 | 106 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 47 397 | 10,74 | 4 207 | 18,41 | ||||
| 2025-08-07 | 13F | PFG Advisors | 40 356 | 3 582 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 241 820 | 1,73 | 21 462 | 8,78 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 10 037 | 6,07 | 891 | 13,38 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 132 382 | 0,93 | 11 749 | 7,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 87 400 | 2,74 | 7 757 | 9,86 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 3 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 669 084 | 4,69 | 59 381 | 11,94 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 558 | 12,67 | 316 | 20,23 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 039 | 30,15 | 536 | 38,96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 699 | 243 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 3 917 | 4,40 | 348 | 11,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 777 | 11,81 | 601 | 19,48 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 536 | 4,63 | 136 | 12,40 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 413 898 | 4,10 | 36 733 | 11,31 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 799 | 337 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52 395 | 0,61 | 4 650 | 7,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 839 618 | 4,51 | 163 266 | 11,75 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17 689 | 2,88 | 1 596 | 13,93 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3 857 | 1,66 | 342 | 8,92 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4 556 | 2 611,90 | 404 | 3 007,69 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 16 430 | 9,21 | 1 458 | 16,83 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2 988 | 0,07 | 265 | 7,29 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 21 371 | 72,58 | 1 897 | 84,62 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 288 | 203 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 908 | 14,65 | 81 | 23,08 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 93 132 | 3,28 | 8 266 | 10,44 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 72 713 | 3,03 | 6 453 | 10,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201 466 | 26,03 | 17 880 | 34,76 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 49 872 | 0,15 | 4 452 | −3,57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11 903 | 0,52 | 1 056 | 7,54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 847 | 3,33 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42 421 | 23,15 | 3 765 | 31,69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 802 | 5,45 | 515 | 12,72 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 74 347 | 4,66 | 6 598 | 11,91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 501 | 222 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 906 | 80 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 235 | 17,50 | 21 | 31,25 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 48 759 | 8,44 | 4 327 | 15,94 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4 880 | 433 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 640 | 146 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 7 067 | 0,17 | 641 | 17,65 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 640 | 234 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 169 | 0,28 | 193 | 7,26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 869 | 0,10 | 343 | 7,19 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 8 647 | 12,20 | 781 | 21,84 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 729 | 12,91 | 508 | 20,67 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 763 | 68 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 67 564 | 5 997 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 57 837 | 5 133 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247 628 | 9,36 | 21 977 | 16,93 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 32 207 | 2,57 | 2 858 | 9,67 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4 100 | 364 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 400 | 213 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 62 973 | 58,45 | 6 | 66,67 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 20 509 | 1 820 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 658 | 147 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 588 | 52,16 | 762 | 62,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 304 235 | 19,64 | 27 001 | 27,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 433 162 | 37,15 | 304 693 | 46,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 560 | 215,09 | 3 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19 792 | 8 775,34 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 186 | 0,54 | 16 | 6,67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 56 999 | 8,60 | 5 059 | 16,12 |
