Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF inkluderar Midwest Trust Co, Gts Securities Llc, Summit Wealth Group Llc / Co, Diversified Trust Co, Kendall Capital Management, Engineers Gate Manager LP, Rsm Us Wealth Management Llc, Cresset Asset Management, LLC, Coordinated Financial Services, Inc., Net Worth Advisory Group, Concurrent Investment Advisors, LLC, Quantinno Capital Management LP, Sachetta, LLC, Atlantic Union Bankshares Corp, EBI - Longview Advantage ETF, FFOX - FundX Future Fund Opportunities ETF, Cranbrook Wealth Management, LLC, Td Private Client Wealth Llc, Ameriflex Group, Inc., och Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 880 | 230 | ||||||
| 2025-04-15 | 13F | Collier Financial | 44 | 3 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118 833 | 5,55 | 9 478 | 7,39 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 3 054 | 0,56 | 244 | 2,10 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 946 | 75 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8 117 | 3,09 | 647 | 4,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 903 | 471 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5 534 | 0,05 | 441 | 1,85 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12 321 | 0,18 | 983 | 1,87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 17 566 | 0,11 | 1 401 | 1,89 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 460 | 0,07 | 116 | 1,75 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 279 | 0,36 | 22 | 4,76 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6 768 | 1,51 | 540 | 3,26 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 18 053 | 1 440 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 75 932 | 6 056 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 049 | 468,84 | 243 | 478,57 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 478 | 38 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2 930 | 234 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 202 222 | 31,90 | 16 129 | 34,20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4 718 | 376 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 253 | 14,30 | 1 217 | 16,25 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 17 609 | 13,37 | 1 381 | 1,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 663 | 16,59 | 452 | 26,69 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 56 810 | 3,51 | 4 552 | 5,79 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11 011 | 2,92 | 878 | 4,77 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 37 194 | 6,29 | 2 967 | 8,13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 809 | 22,76 | 65 | 25,49 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 142 125 | 28,92 | 11 336 | 31,15 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2 054 | 97,88 | 107 | 30,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79 702 | 11,28 | 6 357 | 13,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 798 | 96,12 | 781 | 99,74 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 8 140 | 13,61 | 649 | 15,69 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 329 | 0,61 | 26 | 4,00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 5 421 | 0,11 | 432 | 1,89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 118 | 2,40 | 1 684 | 4,21 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 7 698 | 614 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 36 446 | 1,77 | 2 907 | 3,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 197 | 415 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 68 | 5 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 56 427 | 22,88 | 4 501 | 25,00 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 814 | 0,54 | 224 | 2,28 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 313 | 0,56 | 344 | 2,38 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 2 961 | 0,17 | 236 | 2,16 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 164 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 374 933 | 5,11 | 109 665 | 6,93 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 693 | 0,58 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 53 633 | 5,17 | 4 278 | 6,98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 22 | 2 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19 307 | 51,63 | 1 574 | 57,72 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4 478 | 357 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 921 | 8,17 | 712 | 10,06 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284 381 | 8,51 | 22 682 | 10,39 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12 250 | 12,75 | 977 | 14,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 029 | 53,65 | 880 | 56,41 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 8 | 1 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 198 055 | 4,76 | 15 797 | 6,58 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 18 959 | 6,68 | 1 512 | 8,54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9 678 | 22,20 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29 313 | 181,67 | 2 338 | 186,87 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 157 831 | 0,95 | 12 589 | 2,70 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 309 343 | 7,37 | 24 673 | 9,24 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 620 | 4,09 | 448 | 5,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 527 | 521 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 58 430 | 22,57 | 4 747 | 27,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 723 | 2,76 | 297 | 4,59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 361 | 0,59 | 109 | 1,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 660 | 35,73 | 451 | 38,34 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 18 664 | 0,10 | 1 489 | 1,85 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112 629 | 1,44 | 8 983 | 3,21 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4 478 | 7,05 | 357 | 9,17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 281 | 11,95 | 22 | 15,79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 231 | 178 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13 571 | 15,84 | 1 082 | 17,86 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 12 252 | 2,53 | 977 | 4,38 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 217 | 6,33 | 655 | 8,26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 235 | 119,24 | 1 773 | 100,57 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 576 | 0,02 | 445 | 1,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 803 | 224 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 12 015 | 0,34 | 958 | 2,13 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 783 | 5,86 | 222 | 7,77 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185 | 0,54 | 15 | 0,00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 2 789 | 0,54 | 222 | 2,30 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 24 181 | 0,21 | 1 929 | 1,96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32 828 | 4,98 | 2 618 | 6,81 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 9 228 | 5,92 | 736 | 7,61 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 970 | 6,77 | 795 | 8,61 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 14 965 | 33,41 | 1 194 | 35,72 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14 922 | 1,31 | 1 190 | 3,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 231 | 16,67 | 18 | 20,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 030 | 242 | ||||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 171 666 | 11,76 | 12 638 | −7,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35 277 | 7,22 | 2 814 | 9,07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 69 589 | 277,01 | 5 550 | 283,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84 529 | 11,92 | 6 742 | 13,87 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8 732 | 6,44 | 696 | 8,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 526 | 9,58 | 1 717 | 11,43 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 127 089 | 13,47 | 10 278 | 17,04 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 931 | 234 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 29 968 | 0,09 | 2 390 | 1,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77 031 | 23,13 | 6 172 | 26,30 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 195 | 178,57 | 16 | 200,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 098 | 11,57 | 817 | 15,09 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3 034 | 253 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 380 | 13,77 | 30 | 15,38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 179 | 0,26 | 94 | 2,17 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 12 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2 726 | 0,44 | 217 | 2,36 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 169 951 | 4,86 | 13 555 | 6,68 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11 266 | 2,40 | 899 | 4,18 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2 574 | 0 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6 237 | 11,93 | 497 | 13,99 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51 096 | 14,45 | 4 074 | 16,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 675 | 24,13 | 2 048 | 26,28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 171 091 | 14,22 | 13 646 | 16,21 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25 255 | 4,59 | 2 109 | 18,95 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 151 593 | 7,13 | 12 091 | 9,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 219 | 0,45 | 174 | −9,90 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15 149 | 1,08 | 1 208 | 2,81 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 16 137 | 7,32 | 1 287 | 9,25 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 285 410 | 6,04 | 22 764 | 7,88 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 885 572 | 3,64 | 70 633 | 5,44 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 74 089 | 10,52 | 5 909 | 12,45 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9 207 | 7,38 | 734 | 9,23 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 238 | 99 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 62 702 | 6,98 | 5 | 25,00 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 9 879 | 0,05 | 789 | 1,81 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 532 | 4,10 | 521 | 6,11 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 60 043 | 27,51 | 4 789 | 29,75 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20 571 | 1,67 | 1 641 | 3,40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 44 809 | 3 574 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 962 | 0,05 | 157 | 1,96 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 215 | 17 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 166 625 | 5,34 | 13 868 | 24,52 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14 857 | 0,05 | 1 185 | 1,80 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4 173 | 0,02 | 334 | 2,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 034 | 26,84 | 3 432 | 29,02 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 13 603 | 0,21 | 1 085 | 1,88 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 33 659 | 2 685 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 41 045 | 7,44 | 3 274 | 9,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 786 215 | 7,70 | 62 708 | 9,57 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 125 524 | 6,86 | 10 012 | 8,71 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 14 000 | 1 117 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 694 | 0,57 | 957 | 4,94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 327 205 | 5,17 | 26 098 | 6,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110 056 | 25,35 | 8 778 | 27,53 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 18 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15 281 | 2,38 | 1 219 | 4,10 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 26 187 | 0,48 | 2 089 | 2,60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 012 | 0 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 79 517 | 3,20 | 6 342 | 4,98 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 1 347 | 113 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 5 | 0 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100 456 | 169,20 | 8 161 | 209,56 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44 265 | 0,32 | 3 617 | 120 433,33 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 110 291 | 2,86 | 8 797 | 4,64 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 677 | 0,22 | 213 | 1,91 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 17 115 | 3,47 | 1 365 | 5,32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 186 | 0,54 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 97 237 | 13,09 | 7 756 | 15,06 | ||||
| 2025-08-07 | 13F | Nwam Llc | 71 503 | 2,49 | 5 703 | 4,28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 13 | 1 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 060 | 0,09 | 563 | 1,81 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 9 572 | 92,05 | 1 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9 019 | 0,51 | 719 | 2,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 243 720 | 12,35 | 19 437 | 14,26 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 146 171 | 13,83 | 11 659 | 15,80 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 41 547 | 25,42 | 3 314 | 27,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 45 733 | 20,24 | 3 648 | 22,30 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 31 136 | 19,42 | 2 483 | 21,48 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 735 | 218 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 877 | 2,38 | 309 | 4,39 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 289 | 2,85 | 2 097 | 4,64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 518 | 201 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 158 | 13 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 12 075 | 1,16 | 947 | −11,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 442 167 | 17,81 | 35 267 | 19,85 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5 378 | 0,02 | 429 | 1,66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 271 | 514,27 | 1 617 | 526,36 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 48 210 | 14,82 | 3 845 | 5,49 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 140 613 | 4,10 | 11 215 | 5,91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 606 | 208 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 952 755 | 1,12 | 75 992 | 2,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 120 666 | 84,69 | 9 624 | 87,90 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 788 734 | 4,91 | 62 910 | 6,73 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 4 993 | 9,35 | 398 | 11,48 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 114 | 328 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 913 | 25,59 | 392 | 27,78 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2 804 | 0,04 | 224 | 1,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 55 731 | 6,48 | 4 445 | 8,34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 224 | 0,66 | 257 | 2,39 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 336 515 | 9,93 | 26 840 | 11,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 147 768 | 166,54 | 12 | 175,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23 940 | 3,24 | 1 909 | 5,06 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 318 | 893,75 | 25 | 1 150,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21 900 | 4,44 | 1 797 | 15,94 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 238 | 179 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 37 078 | 30,13 | 2 957 | 32,42 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 45 686 | 6,00 | 3 644 | 7,81 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2 539 | 203 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 18 267 | 10,95 | 1 457 | 12,87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 873 | 2,59 | 787 | 4,38 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 30 396 | 21,64 | 2 424 | 23,74 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 67 563 | 16,79 | 5 389 | 18,81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18 248 | 29,94 | 1 455 | 32,27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 68 768 | 3,97 | 5 485 | 5,77 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 139 658 | 12,13 | 11 139 | 14,08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19 498 | 1,67 | 1 555 | 3,46 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 56 611 | 68,70 | 4 515 | 71,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 225 | 5,80 | 975 | 7,73 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51 320 | 0,18 | 4 421 | −0,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58 872 | 4,74 | 4 696 | 6,58 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79 350 | 3,36 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 385 | 31 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 187 926 | 18,39 | 14 989 | 20,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11 813 | 5,95 | 942 | 7,78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 510 | 200 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 974 | 149,90 | 716 | 154,45 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 600 | 188,89 | 207 | 195,71 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 193 | 15 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 808 | 64 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88 385 | 19,57 | 7 050 | 21,64 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 241 | 7,26 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 312 251 | 3,09 | 423 705 | 4,88 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 177 470 | 1,70 | 14 155 | 3,47 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 48 654 | 7 876,07 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33 806 | 0,13 | 2 696 | 1,85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 164 | 3,45 | 571 | 5,35 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 63 842 | 6,13 | 5 092 | 7,97 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 500 | 40 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 117 116 | 5,80 | 9 | 12,50 |
