Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF inkluderar American Family Investments, Inc., RMG Wealth Management LLC, SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, Bank Of Nova Scotia, Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, AllGen Financial Advisors, Inc., First International Bank of Israel Ltd., First Citizens Bank & Trust Co, TBH Global Asset Management, LLC, Richmond Investment Services, LLC, Anchor Pointe Wealth Management, LLC, TT Capital Management LLC, Navigation Wealth Management, Inc., Carter Financial Group, INC., M Holdings Securities, Inc., 1st Source Bank, Advyzon Investment Management, LLC, Muzinich & Co., Inc., och Bulwark Capital Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Collier Financial | 238 978 | 1 624,85 | 7 944 | 1 653,42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 91 612 | 15,06 | 3 076 | 16,25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 29 029 | 1,31 | 975 | 2,31 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 66 777 | 1,25 | 2 242 | 2,28 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34 046 | 5,29 | 1 143 | 6,42 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 202 708 | 15,27 | 6 807 | 16,44 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 174 446 | 6,53 | 5 858 | 7,61 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 87 | 3 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 559 589 | 2,19 | 18 791 | 3,24 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 30 396 | 80,46 | 1 010 | 84,31 | ||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 9 234 | 310 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 127 121 | 4,43 | 4 269 | 5,49 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 7 021 | 236 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 27 042 | 0,30 | 908 | 1,34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 9 946 | 0,56 | 334 | 1,52 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 50 278 | 10,69 | 1 688 | 13,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 57 722 | 4,26 | 1 938 | 5,33 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5 512 775 | 9,42 | 185 119 | 10,54 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 894 368 | 30 033 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 15 899 | 521 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 8 848 | 2,51 | 297 | 3,85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123 567 | 3,42 | 4 149 | 4,48 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 167 | 6 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 242 178 | 1,98 | 8 132 | 2,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 228 520 | 5,33 | 7 674 | 6,41 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 61 712 | 1,50 | 2 072 | 2,57 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 53 704 | 48,07 | 1 803 | 49,63 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 77 794 | 0,17 | 2 612 | 1,20 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 17 216 | 94,14 | 578 | 96,60 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 297 310 | 9 983 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 452 773 | 2,69 | 15 050 | 5,55 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 086 586 | 2,47 | 36 488 | 3,53 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 227 640 | 1,87 | 7 644 | 2,92 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 9 | 12,50 | ||||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 168 630 | 52,47 | 5 663 | 54,03 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 773 187 | 0,51 | 25 964 | 1,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 295 | 77 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 702 994 | 8,87 | 23 607 | 9,98 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 69 903 | 17,05 | 2 347 | 18,24 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 206 | 40 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 29 685 | 1,80 | 997 | 2,79 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 39 829 | 0,11 | 1 337 | 1,13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 304 943 | 0,21 | 10 136 | 1,68 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 81 517 | 10,35 | 2 737 | 11,49 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 178 789 | 6 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 132 542 | 100,36 | 4 451 | 102,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 509 098 | 132,32 | 50 676 | 134,70 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 99 625 | 150,60 | 3 320 | 151,25 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 1 747 100 | 35,12 | 58 668 | 36,50 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 182 139 | 605,17 | 73 276 | 612,39 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 25 571 | 56,16 | 859 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 026 | 0,97 | 202 | 2,02 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 824 404 | 7,73 | 27 683 | 8,83 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 710 | 45,07 | 91 | 45,16 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 297 081 | 0,67 | 9 973 | 1,71 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 132 543 | 0,03 | 4 451 | 1,04 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 161 354 | 83,53 | 5 418 | 85,42 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 9 949 | 0,28 | 334 | 1,52 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 724 848 | 1,53 | 24 340 | 2,57 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 50 996 | 11,91 | 1 712 | 13,08 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33 214 | 6,04 | 1 115 | 7,11 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 43 722 | 18,89 | 1 468 | 20,13 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 95 074 | 25,25 | 3 193 | 26,52 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 17 561 | 6,20 | 590 | 7,29 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 42 263 | 11,13 | 1 419 | 12,26 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 091 | 3,74 | 843 | 4,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 454 718 | 7,52 | 15 269 | 8,62 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 69 790 | 8,73 | 2 344 | 9,85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 276 299 | 10,06 | 9 278 | 11,19 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 54 342 | 1,70 | 1 825 | 2,70 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10 230 | 19,58 | 344 | 20,77 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 824 404 | 7,59 | 27 683 | 9,81 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 16 444 | 85,24 | 298 | 1,02 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 9 134 | 28,58 | 307 | 29,66 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 834 673 | 1,16 | 28 028 | 2,19 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 706 171 | 23 597 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 15 | 36,36 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 210 761 | 34,36 | 74 128 | 35,54 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 20 500 | 197,10 | 688 | 200,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 80 410 | 0,73 | 2 700 | 1,77 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 151 515 | 108,70 | 38 668 | 110,85 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 212 000 | 10,99 | 7 119 | 12,17 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 761 | 361 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 407 199 | 88,44 | 181 617 | 90,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 197 | 84,02 | 410 | 85,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 415 276 | 5,34 | 13 945 | 6,41 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 216 594 | 1,41 | 7 273 | 2,45 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 27 328 | 35,28 | 918 | 36,66 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 381 074 | 19,16 | 12 796 | 20,39 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 59 363 | 1,37 | 1 993 | 2,42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 15 370 | 4,91 | 516 | 6,17 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7 574 | 254 | ||||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 173 781 | 2,98 | 5 836 | 4,03 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 87 336 | 10,48 | 2 916 | 13,11 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 122 735 | 4,08 | 4 099 | 20,35 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8 061 | 1,21 | 270 | 2,27 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 786 961 | 18,38 | 26 426 | 19,59 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 421 | 0,29 | 148 | 1,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 59 501 | 0,57 | 1 998 | 1,63 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 5 978 | 201 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 56 | 2 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 264 930 | 20,28 | 8 896 | 21,51 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 346 | 12 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 018 | 34 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 241 249 | 1,45 | 8 101 | 2,49 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 41 938 | 2,33 | 1 408 | 3,38 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 12 128 | 0,73 | 407 | 1,75 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 1 479 922 | 4,06 | 49 696 | 5,13 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 37 756 | 38,75 | 1 267 | 40,15 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 48 114 | 133,34 | 1 616 | 135,77 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1 322 605 | 4,06 | 44 413 | 5,12 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 242 109 | 5,42 | 8 130 | 6,51 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 500 | 5,32 | 319 | 6,69 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 69 206 | 8,88 | 2 324 | 9,99 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 184 664 | 6 178 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 75 500 | 0,51 | 2 535 | 1,56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 819 060 | 88,48 | 27 504 | 90,87 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 244 693 | 1,26 | 8 217 | 2,29 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 246 184 | 1,89 | 8 267 | 2,93 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 894 368 | 35,33 | 30 033 | 36,72 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3 035 | 1,20 | 102 | 2,02 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 524 943 | 11,67 | 17 628 | 12,81 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 831 272 | 3,77 | 27 914 | 4,83 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 41 076 | 31,01 | 1 379 | 32,34 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 159 201 | 7,87 | 5 346 | 8,97 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16 545 | 2,92 | 556 | 3,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9 446 | 507,07 | 317 | 521,57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 459 | 336,19 | 116 | 346,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 95 798 | 6,72 | 3 217 | 7,81 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 6 182 | 208 | ||||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 290 618 | 1,97 | 9 759 | 3,01 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 122 719 | 51,64 | 4 110 | 52,81 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 7 884 | 265 | ||||||
| 2025-08-04 | 13F | McMill Wealth Management | 1 687 157 | 4,99 | 56 667 | 6,09 | ||||
| 2025-07-14 | 13F | Strategic Planning, Inc. | 8 052 | 268 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 84 | 3 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 156 554 | 23,13 | 5 257 | 24,40 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 015 141 | 2,96 | 134 828 | 4,01 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 683 | 1,19 | 23 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 954 | 4,51 | 905 | 5,60 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 15 463 | 2,62 | 519 | 3,80 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 10 836 | 13,16 | 364 | 14,15 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 29 391 | 2,99 | 987 | 5,57 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 445 213 | 6,42 | 14 950 | 7,52 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 6 880 | 6,85 | 231 | 7,94 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 10 032 | 21,25 | 337 | 22,18 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 6 005 | 202 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 120 854 | 98,40 | 4 050 | 100,05 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 184 892 | 0,13 | 6 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 830 | 1,40 | 95 | 3,26 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 156 370 | 3,21 | 5 251 | 4,25 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 9 095 | 305 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 132 523 | 3,34 | 4 450 | 4,41 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10 609 | 12,24 | 356 | 13,38 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 53 905 | 4,37 | 1 810 | 5,48 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 107 975 | 5,67 | 3 626 | 6,74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 182 431 | 4,44 | 6 126 | 5,51 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 268 | 0,03 | 210 | 0,96 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 823 264 | 0,09 | 27 645 | 1,11 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 592 | 0 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 69 299 | 32,60 | 2 272 | 30,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51 318 | 37,60 | 1 713 | 38,18 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31 022 | 1 042 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 134 | 0,33 | 72 | 2,90 | ||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation 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 | 5 440 | 1 136,36 | 183 | 1 200,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 992 | 33 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 22 110 | 16,31 | 742 | 17,59 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 940 | 12,69 | 435 | 13,91 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75 147 | 27,22 | 2 523 | 28,53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 737 109 | 4,30 | 159 072 | 5,37 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 14 994 | 503 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 121 | 4 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 6 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5 458 | 770,49 | 183 | 815,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 147 169 | 63,76 | 4 948 | 65,34 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 51 934 | 1 744 | ||||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 167 774 | 5 580 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 25 857 | 9,28 | 868 | 10,43 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 18 367 | 246,35 | 617 | 250,00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2 164 | 73 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 537 | 554,04 | 52 | 628,57 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 2 519 370 | 23,16 | 84 600 | 24,42 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 10 325 | 1,05 | 347 | 2,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319 145 | 56,81 | 11 | 66,67 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7 881 | 1,99 | 265 | 3,13 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 22 766 | 764 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 371 | 1,33 | 449 | 2,28 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 163 785 | 25,05 | 5 500 | 26,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17 746 | 11,59 | 596 | 12,69 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 12 110 | 407 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 831 | 28 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4 398 143 | 0,89 | 147 382 | 1,71 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 194 884 | 1,11 | 6 544 | 2,15 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 372 | 12 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 705 | 1,00 | 24 | 0,00 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 14 056 | 35,51 | 472 | 37,21 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12 300 | 2,07 | 413 | 3,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 337 517 | 6,01 | 11 334 | 7,10 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 677 943 | 3,19 | 22 765 | 4,24 | ||||
| 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 | 115 455 | 4,69 | 3 877 | 5,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 763 | 2,86 | 261 | 4,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 065 | 23,22 | 707 | 24,47 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 62 314 | 1,87 | 2 092 | 2,90 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 676 214 | 3,68 | 22 707 | 4,74 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 98 724 | 17,64 | 3 315 | 18,86 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 149 943 | 2 640,69 | 5 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 9 284 | 3,04 | 312 | 4,01 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 14 022 | 0,09 | 471 | 1,08 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 316 171 | 12,75 | 10 617 | 13,90 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 74 480 | 1,48 | 2 501 | 2,54 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 16 308 | 44,63 | 548 | 46,26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 49 147 | 66,88 | 1 650 | 68,71 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 155 | 5 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 793 | 228 | ||||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 59 323 | 1,21 | 1 992 | 2,26 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 171 156 | 14,57 | 5 747 | 15,75 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 864 256 | 4,17 | 29 022 | 5,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 980 448 | 0,60 | 100 083 | 1,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 139 863 | 8,56 | 4 697 | 9,67 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 281 200 | 2,19 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 5 516 | 2,24 | 185 | 3,35 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 72 | 300,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6 478 | 4,11 | 218 | 5,34 | ||||
| 2025-08-07 | 13F | Nwam Llc | 34 348 | 5,79 | 1 151 | 6,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 264 856 | 9,52 | 42 474 | 10,64 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 466 916 | 661,19 | 16 423 | 710,56 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 388 529 | 18,73 | 13 047 | 19,94 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 117 903 | 36,62 | 3 959 | 38,04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20 139 | 1,17 | 676 | 2,27 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 180 247 | 14,47 | 6 053 | 15,63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 116 | 61,11 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 828 | 1,11 | 61 | 1,67 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 177 168 | 4,85 | 5 949 | 5,93 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 584 055 | 4,48 | 19 613 | 5,55 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 472 673 | 15 872 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 93 939 | 10,76 | 3 154 | 11,88 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 13 103 | 18,40 | 440 | 19,62 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 5 975 | 201 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 199 295 | 3,80 | 6 692 | 4,86 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 147 414 | 24,64 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 620 | 5,73 | 323 | 6,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 356 213 | 66,15 | 11 876 | 68,12 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 489 280 | 15,39 | 16 430 | 18,28 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 164 205 | 5 514 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 13 005 | 70,02 | 437 | 71,65 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 16 621 | 0,28 | 558 | 1,45 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 7 560 | 2,65 | 254 | 3,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 44 869 616 | 6,25 | 1 506 722 | 7,33 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 46 344 | 6,56 | 1 556 | 7,68 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 21 078 | 1,90 | 708 | 2,91 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 71 837 | 194 054,05 | 2 412 | 241 100,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 104 771 | 3,84 | 3 518 | 5,80 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 918 | 64 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 28 956 | 14,04 | 972 | 15,17 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 160 620 | 7,36 | 5 394 | 8,45 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 659 808 | 2,55 | 22 156 | 3,41 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 9 988 | 335 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 104 710 | 21,56 | 3 516 | 22,81 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 16 578 | 4,49 | 557 | 5,30 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 7 132 | 239 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 209 119 | 3,01 | 7 022 | 4,08 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11 665 | 0 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 62 305 | 4,08 | 2 092 | 5,18 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 11 668 | 392 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9 507 | 319 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 025 502 | 2,20 | 168 756 | 3,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29 513 | 5,46 | 991 | 6,56 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 10 931 | 40,09 | 385 | 49,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 074 | 18,40 | 1 413 | 19,56 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 203 346 | 10,15 | 6 828 | 11,28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 129 042 | 96,92 | 4 333 | 98,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 133 919 | 20,12 | 4 497 | 21,38 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 006 | 26,24 | 504 | 27,59 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 114 | 39,39 | 105 | 40,54 | ||||
| 2025-08-14 | 13F | State Street Corp | 2 689 473 | 10,56 | 90 313 | 11,69 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 251 143 | 5,62 | 8 388 | 6,58 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 12 968 096 | 7 799,38 | 435 | 8 600,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 70 083 | 13,26 | 2 353 | 14,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 118 614 | 5,24 | 37 563 | 6,31 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 15 443 | 512 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 833 057 | 8,39 | 27 974 | 9,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 461 733 | 1,81 | 15 505 | 2,85 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 100 | 3 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 625 | 659 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 863 815 | 5,25 | 29 | 7,41 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 28 625 | 6,85 | 960 | 7,75 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8 347 | 278 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 6 649 | 0,24 | 223 | 1,36 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 7 917 | 266 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 8 678 | 8,18 | 291 | 9,40 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 129 143 | 2,96 | 4 337 | 4,01 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 39 245 | 74,72 | 1 318 | 76,54 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 53 477 | 12,16 | 1 796 | 13,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149 486 | 5,12 | 5 020 | 6,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154 904 | 3,27 | 5 202 | 4,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 116 | 3,21 | 642 | 4,23 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 363 811 | 0,12 | 12 217 | 1,14 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 33 673 | 1,69 | 1 132 | 3,66 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 503 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 233 058 | 3,55 | 142 146 | 4,61 | ||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 372 415 | 1,50 | 12 506 | 2,53 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 17 602 | 591 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 793 | 13,52 | 463 | 14,89 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 566 | 6,59 | 19 | 11,76 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 5 304 000 | 178 108 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 50 742 | 3,95 | 1 704 | 4,99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22 012 | 72,04 | 739 | 73,88 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 381 334 | 25,40 | 12 805 | 26,68 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 580 940 | 1,75 | 187 408 | 2,79 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 90 350 | 11,79 | 3 034 | 12,92 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 835 | 0,32 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 960 | 3,09 | 1 107 | 4,14 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 199 | 1,01 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 102 981 | 10,83 | 3 455 | 11,88 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 16 398 | 6,50 | 551 | 7,63 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 926 | 0,04 | 165 | 1,23 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 332 801 | 11,46 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44 257 | 23,46 | 1 486 | 24,77 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 91 825 | 97,34 | 3 083 | 99,42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 94 861 | 21,87 | 3 185 | 23,12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 97 611 | 8,28 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 16 178 | 543 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6 020 | 202 |
