Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF inkluderar Surience Private Wealth Llc, Gibbs Wealth Management, Evernest Financial Advisors, LLC, Midwest Trust Co, AF Advisors, Inc., Bradley Foster & Sargent Inc/ct, Fortitude Family Office, LLC, Sunflower Bank, N.A., Semitam Bonam Llc, 21 West Wealth Management LLC, Gts Securities Llc, Legacy Wealth Management, LLC / MS, Brookwood Investment Group LLC, Tudor Investment Corp Et Al, BankPlus Trust Department, Ground Swell Capital, LLC, Precision Wealth Strategies, LLC, Scott Marsh Financial, LLC, Valpey Financial Services, LLC, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62 193 | 2,36 | 2 649 | 6,99 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 055 | 8,94 | 215 | 13,76 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 7 177 | 2,03 | 293 | −7,30 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 10 254 | 6,60 | 437 | 11,22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 932 | 15,51 | 338 | 21,58 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 573 588 | 288,60 | 24 435 | 306,15 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 13 179 | 45,67 | 561 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 712 | 40,91 | 73 | 46,94 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 335 | 4,06 | 696 | 8,76 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1 632 125 | 0,85 | 69 529 | 5,41 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 695 826 | 2,02 | 29 642 | 19,30 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 040 | 218 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 3 167 590 | 5,45 | 134 939 | 10,21 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21 492 | 131,17 | 916 | 142,06 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 247 | 11 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 467 | 20 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21 534 | 23,28 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61 101 | 7,17 | 2 603 | 12,01 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 5 982 | 0,67 | 255 | 4,96 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 736 144 | 7,19 | 31 360 | 12,03 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 209 | 9 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 25 883 | 6,98 | 1 103 | 11,76 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 217 701 | 7,18 | 9 274 | 12,02 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 664 125 | 7,51 | 28 292 | 12,36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 239 919 | 10,52 | 10 221 | 15,51 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 567 592 | 4,78 | 24 179 | 9,51 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 346 006 | 4,45 | 14 103 | 2,93 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 90 000 | 3 834 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 15 424 | 9,27 | 657 | 14,26 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 145 | 0,69 | 6 | 20,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 193 740 | 5,67 | 8 253 | 10,44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 24 514 | 165,04 | 1 044 | 177,66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 66 685 | 16,99 | 2 841 | 22,26 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 942 | 1,15 | 201 | −8,22 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 875 | 1,51 | 463 | 6,19 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 79 029 | 11,83 | 3 367 | 16,88 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 46 532 | 2,38 | 1 982 | 7,02 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 96 346 | 34,63 | 4 104 | 40,74 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 36 132 | 1 539 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 16 108 | 21,35 | 686 | 26,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 403 | 15,46 | 1 977 | 20,63 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 172 419 | 99,89 | 7 345 | 108,96 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 11 601 | 20,89 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 240 | 10 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 653 | 3,42 | 283 | 8,02 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6 518 | 278 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 119 | 3,48 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 36 702 | 0,82 | 1 563 | 5,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187 096 | 21,46 | 7 970 | 26,95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 17 379 | 4,84 | 740 | 9,63 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 518 163 | 25,94 | 22 074 | 31,62 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 82 344 | 79,79 | 3 508 | 87,94 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8 561 | 2,98 | 365 | 7,69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 517 | 110,40 | 65 | 120,69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 18 | 1 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 16 423 | 37,58 | 700 | 43,83 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 266 | 6,92 | 224 | 12,00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 17 004 | 9,08 | 1 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 280 214 | 7,59 | 11 937 | 12,44 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 200 | 9 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 134 184 | 1,60 | 5 716 | 6,19 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 24 594 | 5,13 | 1 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 946 800 | 27,69 | 40 334 | 33,45 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 617 093 | 9,75 | 26 288 | 14,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 565 831 | 1,71 | 66 570 | 6,08 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 11 057 | 1,57 | 471 | 6,32 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 000 | 43 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 73 293 | 4,20 | 3 122 | 8,89 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 47 738 | 48,13 | 2 034 | 54,84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 345 | 0,29 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24 023 | 13,64 | 1 023 | 18,82 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 357 982 | 3,06 | 15 250 | 7,71 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 800 | 34 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172 246 | 25,18 | 7 338 | 30,83 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 286 246 | 22,34 | 12 194 | 27,87 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 80 499 | 51,39 | 3 429 | 58,24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 616 693 | 9,21 | 750 | 14,16 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 123 415 | 151,86 | 5 257 | 163,24 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 547 383 | 59,95 | 23 319 | 67,17 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 86 660 | 20,86 | 3 692 | 26,32 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 92 111 | 35,38 | 3 924 | 41,47 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 17 899 | 0,40 | 762 | 4,96 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 477 | 233 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 245 | 0,18 | 96 | 4,40 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 383 192 | 5,91 | 16 324 | 10,69 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 132 | 0,20 | 389 | 4,85 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 132 177 | 11,21 | 5 631 | 16,23 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9 433 | 0,44 | 402 | 4,97 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 28 608 | 1 219 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 677 | 6,11 | 29 | 12,00 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 142 000 | 26,79 | 6 049 | 32,51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 45 776 | 1 950 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 134 | 6 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 107 335 | 2,46 | 4 572 | 7,10 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 230 | 4,74 | 308 | 8,87 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6 663 | 0,02 | 284 | 4,43 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 497 | 16 466,67 | 21 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 261 561 | 5,27 | 138 943 | 10,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 240 919 | 4,22 | 10 | 11,11 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 716 623 | 17,57 | 30 528 | 22,88 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 572 287 | 2,50 | 24 379 | 7,13 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1 162 250 | 3,85 | 49 512 | 8,53 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 17 951 | 26,64 | 732 | 14,94 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5 212 | 222 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 514 | 222,68 | 150 | 238,64 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 106 419 | 9,63 | 4 533 | 14,59 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 57 862 | 14,78 | 2 465 | 19,96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15 990 | 1,13 | 657 | 10,79 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 490 592 | 9,56 | 20 899 | 14,50 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5 255 | 224 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 60 639 | 4,06 | 2 583 | 8,76 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 231 | 11,93 | 351 | 17,06 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 186 283 | 9,78 | 7 936 | 14,73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25 173 | 19,66 | 1 072 | 25,09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 6 148 239 | 8,84 | 261 915 | 13,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 55 281 | 25,05 | 2 355 | 30,71 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 374 051 | 11,38 | 15 935 | 14,25 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 109 777 | 26,87 | 4 677 | 32,61 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 12 074 | 514 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 832 | 7,52 | 1 186 | 12,32 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 1 088 800 | 27,57 | 46 383 | 33,33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 330 | 12,63 | 14 | 27,27 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 7 170 | 10,31 | 322 | 21,59 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5 439 | 0,42 | 232 | 5,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 144 634 | 3,80 | 6 161 | 8,49 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 6 434 | 274 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 77 245 | 4,09 | 3 291 | 13,41 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 257 459 | 3,34 | 10 968 | 8,01 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 28 969 | 103,76 | 1 234 | 113,13 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 923 | 0,33 | 39 | 5,41 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 15 246 | 0,07 | 649 | 4,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 355 | 6,53 | 58 | 11,76 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 58 548 | 12,08 | 2 494 | 17,14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 666 809 | 19,66 | 28 406 | 25,06 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 80 078 | 3 411 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 18 513 | 13,99 | 789 | 19,21 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14 830 | 632 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 19 912 | 78,06 | 848 | 86,37 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 6 868 | 0,42 | 293 | 5,04 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4 779 | 204 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 20 180 | 860 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 94 241 | 18,39 | 4 200 | 34,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 968 708 | 2,30 | 41 | 7,89 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 6 533 | 6,96 | 278 | 12,10 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 25 638 | 8,50 | 1 092 | 13,40 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 6 987 | 2,61 | 298 | 7,22 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 17 729 | 2,90 | 755 | 7,55 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 44 832 | 0,09 | 1 910 | 4,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 402 146 | 5,72 | 59 731 | 10,49 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 539 269 | 14,44 | 22 973 | 19,60 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 45 428 | 15,66 | 1 935 | 20,94 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 204 | 51 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 607 924 | 43,99 | 25 898 | 50,49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5 915 | 2,83 | 252 | 7,26 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 24 802 | 4,89 | 1 058 | 9,76 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 030 | 5,13 | 257 | 9,87 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 19 610 | 44,49 | 835 | 50,99 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 385 013 | 9,79 | 16 402 | 14,75 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 32 157 | 60,01 | 1 415 | 72,77 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 29 575 | 5,25 | 1 260 | 9,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 963 793 | 6,89 | 41 058 | 11,72 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 25 195 | 10 018,47 | 1 073 | 10 630,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 320 | 0,63 | 14 | 8,33 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9 291 | 81,71 | 396 | 89,90 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 33 245 | 10,99 | 1 416 | 16,07 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 827 462 | 23,82 | 35 250 | 29,41 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 1 074 | 44 | −62,28 | |||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 20 747 | 0,39 | 846 | −8,94 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 259 | 11 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 110 454 | 7,64 | 4 826 | 27,81 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 672 | 0,75 | 242 | 5,24 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 876 | 4,61 | 761 | 9,34 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 38 | 2 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 65 920 | 3 | ||||||
| 2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 114 466 | 0,53 | 4 705 | −15,98 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 53 477 | 84,66 | 2 278 | 93,05 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 315 | 56 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 861 371 | 12,23 | 36 694 | 17,29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 883 | 8,62 | 293 | 13,57 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 119 465 | 5,16 | 5 089 | 9,91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 105 728 | 100,51 | 4 504 | 110,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 210 120 | 0,04 | 8 951 | 4,57 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 60 367 | 0,43 | 2 572 | 4,98 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 14 520 | 11,91 | 619 | 17,05 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 54 755 | 7,09 | 2 333 | 11,90 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24 953 | 1 063 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 13 261 | 84,36 | 565 | 92,49 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 7 905 | 1,02 | 337 | 5,66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22 702 | 0,60 | 984 | 13,38 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 75 769 | 10,05 | 3 228 | 15,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 1 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 314 664 | 56,52 | 13 405 | 63,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 092 438 | 41,20 | 46 538 | 47,57 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 20 422 | 9,13 | 870 | 14,04 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 21 419 | 14,16 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 902 | 19,51 | 166 | 24,81 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25 138 | 332,30 | 1 071 | 390,83 | ||||
| 2025-08-07 | 13F | PFG Advisors | 40 156 | 239,24 | 1 711 | 254,77 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1 150 | 49 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 329 087 | 113,30 | 56 619 | 122,94 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 62 673 | 13,03 | 2 670 | 18,10 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 22 567 | 60,02 | 920 | 45,18 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 323 844 | 12,19 | 13 796 | 17,25 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 477 974 | 16,14 | 20 362 | 21,38 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50 705 | 1,11 | 2 160 | 5,68 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14 640 | 2,26 | 624 | 6,86 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 981 | 212 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 276 366 | 7,14 | 11 773 | 11,99 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 182 | 306 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 118 719 | 19,27 | 5 057 | 24,65 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19 223 | 13,01 | 819 | 18,04 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 10 076 | 4,88 | 429 | 9,72 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 125 803 | 18,11 | 5 359 | 23,45 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 45 458 | 6,58 | 1 937 | 11,39 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5 639 | 0,04 | 240 | 4,80 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 747 | 0,04 | 287 | 4,74 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 250 491 | 4,26 | 10 671 | 8,97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 672 | 242 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 596 | 0,34 | 25 | 4,17 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 10 128 | 431 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 193 920 | 2,70 | 8 261 | 7,34 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 242 438 | 18,77 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 614 616 | 128,50 | 111 383 | 138,82 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 5 128 | 0,31 | 218 | 4,81 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 227 | 10 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 908 244 | 6,04 | 81 291 | 10,82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 877 | 6,13 | 463 | 11,03 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 141 654 | 6 035 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 87 494 | 156,84 | 3 727 | 168,52 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 5 395 | 13,20 | 230 | 18,04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42 019 | 59,58 | 1 790 | 66,82 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35 860 | 330,08 | 1 528 | 350,44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 27 462 | 18,90 | 1 170 | 24,23 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 788 | 4 137,17 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 309 | 218,56 | 13 | 333,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 691 | 2,17 | 0 | |||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 16 600 | 0,35 | 707 | 4,90 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17 143 | 1,62 | 730 | 6,26 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 21 435 | 1,71 | 913 | 6,29 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 689 | 33,27 | 29 | 38,10 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 42 | 90,91 | 2 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 115 712 | 5,48 | 4 929 | 10,24 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 062 | 301 | ||||||
| 2025-08-13 | 13F | Elgethun Capital Management | 55 395 | 6,59 | 2 360 | 11,38 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 38 974 | 123,80 | 1 660 | 134,13 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 052 | 215 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 279 | 114,62 | 12 | 120,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 055 | 89 | ||||||
| 2025-04-15 | 13F | Collier Financial | 156 474 | 2 316,59 | 6 378 | 2 098,97 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 373 523 | 0,31 | 15 912 | 4,84 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 286 | 29,21 | 283 | 33,02 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23 922 | 15,65 | 1 019 | 20,88 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 660 231 | 2,85 | 70 726 | 7,49 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 6 084 | 259 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 17 524 | 0,09 | 747 | 4,63 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 42 513 | 7,38 | 1 811 | 12,28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 384 | 58,07 | 741 | 49,80 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 31 271 | 6,33 | 1 332 | 11,19 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9 844 | 62,71 | 419 | 70,33 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 446 464 | 0,54 | 19 019 | 5,08 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 5 604 | 0,83 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 528 971 | 4,31 | 23 | 10,00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 47 591 | 13,56 | 2 027 | 18,68 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 128 817 | 5 488 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 431 350 | 24,82 | 18 375 | 30,45 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 58 085 | 15,48 | 2 455 | 32,65 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 6 938 | 296 | ||||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 42 215 | 13,69 | 1 798 | 18,84 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 198 751 | 10,23 | 8 467 | 15,20 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 17 906 | 763 | ||||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 168 585 | 2,55 | 7 182 | 7,18 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11 965 | 27,22 | 510 | 32,90 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 13 621 | 67,58 | 580 | 75,23 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 56 126 | 49,92 | 2 595 | 56,42 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 78 075 | 108,88 | 3 326 | 118,32 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 188 609 | 10,48 | 8 035 | 15,46 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 242 465 | 10,16 | 10 329 | 20,58 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 503 220 | 77,20 | 21 437 | 85,22 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 18 352 | 13,34 | 782 | 18,51 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 123 781 | 13,39 | 5 273 | 18,52 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 91 365 | 12,74 | 3 892 | 17,83 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27 614 | 1,19 | 1 176 | 5,76 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 45 056 | 20,92 | 1 919 | 26,42 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 68 596 | 6,39 | 2 922 | 11,19 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 562 073 | 0,97 | 23 944 | 5,53 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 261 | 41,79 | 309 | 48,56 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 7 188 | 306 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 7 485 | 2,56 | 319 | 7,07 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 439 | 22,97 | 19 | 28,57 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 6 923 | 303 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 230 982 | 1,75 | 9 840 | 6,33 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 46 234 | 7,90 | 1 970 | 12,77 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 365 321 | 10,85 | 15 563 | 15,86 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 146 151 | 18,25 | 6 499 | 41,44 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23 832 103 | 5,65 | 1 015 248 | 10,42 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 24 127 | 0,65 | 1 029 | 5,22 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 130 | 0,78 | 6 | 0,00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 5 291 | 0,04 | 225 | 4,65 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 16 092 | 23,89 | 686 | 29,49 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 187 | 8 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 7 666 | 13,34 | 312 | 2,97 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 81 034 | 2,03 | 8 856 | 6,63 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 74 182 | 0,11 | 3 160 | 4,64 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 875 | 80 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 17 544 | 17,88 | 747 | 23,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31 176 | 77,03 | 1 330 | 85,87 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 7 309 | 5,99 | 311 | 10,68 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 892 | 2,65 | 38 | 5,71 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 242 438 | 90,02 | 9 479 | 60,69 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15 245 | 4,15 | 649 | 8,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 830 | 23,16 | 2 890 | 28,74 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 879 | 6,67 | 37 | 12,12 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 629 859 | 18,04 | 69 432 | 23,37 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 288 252 | 2,03 | 12 280 | 6,63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 061 465 | 7,70 | 45 218 | 12,56 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 193 | 51 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 296 551 | 37,91 | 12 633 | 44,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13 743 | 23,41 | 585 | 29,14 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56 260 | 2 397 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 149 | 3,47 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 22 263 | 3,20 | 948 | 7,85 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30 903 | 52,95 | 1 316 | 59,90 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 87 613 | 54,41 | 4 | 50,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 21 557 | 10,63 | 918 | 15,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 723 | 6,30 | 201 | 11,05 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 380 771 | 23,10 | 16 221 | 16,74 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 6 995 | 16,58 | 298 | 21,72 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 310 523 | 9,00 | 13 228 | 13,93 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 73 714 | 2,43 | 3 140 | 7,06 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 130 500 | 11,16 | 5 559 | 16,18 | ||||
| 2025-07-16 | 13F | American National Bank | 1 340 | 0,45 | 57 | 5,56 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 290 586 | 8,15 | 12 379 | 13,03 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13 771 | 49,15 | 587 | 55,85 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 619 262 | 6,35 | 26 381 | 11,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 144 | 6 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5 925 | 0,44 | 252 | 5,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 417 | 50,31 | 103 | 56,92 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 513 | 4,06 | 22 | 5,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 8 114 | 0 | ||||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12 709 | 0,84 | 541 | 5,46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 681 | 27,57 | 327 | 33,47 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 32 268 | 47,69 | 1 375 | 54,38 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 126 | 306,45 | 5 | 400,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 275 573 | 4,59 | 11 739 | 9,31 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 18 986 | 3,56 | 809 | 8,17 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 64 499 | 6,90 | 2 818 | 21,53 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 41 989 | 2,70 | 1 789 | 7,32 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 779 | 204 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 121 | 47,31 | 48 | 51,61 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 278 | 34,30 | 12 | 37,50 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 102 218 | 275,11 | 4 354 | 292,25 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 65 070 | 1,34 | 2 772 | 5,88 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 234 633 | 9 995 | ||||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 70 847 | 10,98 | 3 018 | 16,03 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 36 969 | 12,48 | 1 575 | 17,55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21 006 | 895 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 591 | 6,86 | 323 | 1,25 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 15 047 | 641 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 909 498 | 2,05 | 38 745 | 6,65 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 8 664 | 12,93 | 369 | 18,27 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 76 140 | 3,96 | 3 244 | 8,64 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 286 319 | 64,83 | 12 197 | 72,27 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7 026 | 0,01 | 299 | 4,55 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 272 217 | 289,83 | 11 596 | 307,45 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 130 | 38,67 | 730 | 44,93 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 50 258 | 2 141 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 10 526 | 491 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 187 | 0,54 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 21 138 | 27,02 | 930 | 43,52 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 288 546 | 8,52 | 12 292 | 13,43 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 27 116 | 39,26 | 1 173 | 47,79 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 78 157 | 11,30 | 3 186 | 0,98 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 99 612 | 0,81 | 4 060 | −8,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 263 369 | 7,11 | 266 820 | 11,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 20 743 | 47,92 | 884 | 54,64 | ||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 61 074 | 2 489 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 66 674 | 7,13 | 2 840 | 11,99 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 129 380 | 5 512 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 300 777 | 2,49 | 13 | 8,33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 756 | 225,86 | 32 | 255,56 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 358 | 2,42 | 300 | −7,14 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 152 | 4,04 | 1 497 | 11,80 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 11 205 | 0,02 | 477 | 4,61 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5 336 | 227 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 7 574 | 0,24 | 323 | 4,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 182 918 | 0,33 | 7 792 | 4,86 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 3 095 | 2,55 | 132 | 6,50 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 37 | 2 | ||||||
| 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 | 149 944 | 152,56 | 6 388 | 164,03 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 8 420 | 11,41 | 359 | 16,23 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 11 851 | 5,83 | 505 | 10,53 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 126 535 | 2,78 | 5 390 | 7,43 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 48 641 | 2 072 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 13 926 | 936,93 | 593 | 998,15 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 4 299 | 52,28 | 183 | 59,13 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 161 282 | 1 225,90 | 6 871 | 1 287,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 283 | 18,93 | 225 | 24,31 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 37 113 | 13,35 | 1 581 | 18,52 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 176 | 388,89 | 0 | |||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 41 990 | 15,64 | 1 789 | 20,81 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 137 651 | 9,75 | 5 864 | 14,69 | ||||
| 2025-09-03 | 13F | American Trust | 17 553 | 748 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 61 914 | 16,80 | 2 638 | 22,08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 496 579 | 2,40 | 21 154 | 7,02 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 18 905 | 24,98 | 805 | 30,68 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 4 861 | 207 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9 965 | 60,91 | 425 | 68,25 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 91 600 | 8,89 | 3 902 | 13,83 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 5 705 | 13,71 | 243 | 19,12 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 10 510 | 0,30 | 448 | 4,68 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 10 087 | 430 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 85 579 | 5,80 | 3 646 | 27,49 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 15 345 | 5,41 | 654 | 10,12 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 526 | 1,46 | 65 | 6,56 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 8 220 | 0,28 | 350 | 4,79 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 7 768 | 0,04 | 331 | 4,43 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 106 550 | 17,87 | 4 539 | 23,21 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 56 316 | 10,42 | 2 399 | 15,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23 401 632 | 4,32 | 996 909 | 9,03 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 870 012 | 17,02 | 37 063 | 22,30 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 362 | 15 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 695 | 200 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 11 702 | 499 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 9 316 | 7,04 | 424 | 24,34 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 35 891 | 11,52 | 1 529 | 16,55 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 36 887 | 585,12 | 2 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 38 097 | 5,46 | 1 623 | 10,19 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 106 962 | 4,97 | 4 557 | 9,70 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 5 547 | 0,09 | 236 | 4,89 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 72 187 | 0,04 | 3 | 50,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 127 | 1,24 | 290 | −0,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96 831 | 117,25 | 4 125 | 106,04 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 169 556 | 107,62 | 49 823 | 116,99 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 120 909 | 0,91 | 5 151 | 5,47 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 562 | 0,54 | 24 | 4,55 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 211 555 | 4,74 | 9 012 | 9,48 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 22 567 | 60,02 | 920 | 45,18 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 134 | 6 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 582 | 5,61 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 3 619 | 0,17 | 154 | 4,76 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 64 297 | 20,06 | 2 739 | 25,53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 33 | 3,23 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6 941 | 12,88 | 296 | 18,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16 034 | 27,37 | 683 | 33,14 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8 754 | 373 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 5 988 | 0,76 | 255 | 5,37 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 533 | 23 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 532 | 17,84 | 278 | 23,56 | ||||
| 2025-08-14 | 13F | State Street Corp | 1 288 475 | 15,74 | 54 889 | 20,97 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 118 045 | 25,33 | 47 629 | 30,99 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 218 241 | 80,30 | 9 297 | 88,47 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9 935 | 423 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 306 239 | 3,69 | 13 046 | 8,37 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 034 | 0,12 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 301 529 | 20,72 | 13 | 20,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 71 132 | 3,41 | 3 030 | 8,10 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 372 694 | 0,79 | 15 877 | 6,28 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 016 | 214 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 138 | 6 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 566 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 364 399 | 13,81 | 15 523 | 18,95 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 79 412 | 92,25 | 3 383 | 100,95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 425 900 | 89 563,16 | 18 143 | 95 389,47 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7 112 | 303 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 114 466 | 87,42 | 4 876 | 95,90 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5 856 | 249 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 390 289 | 1,39 | 16 626 | 5,97 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 108 400 | 138,77 | 4 618 | 149,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 70 660 | 23,66 | 3 010 | 29,30 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 369 | 43,02 | 16 | 50,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 24 590 | 5,12 | 1 048 | 9,86 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 9 880 | 1,02 | 421 | 5,53 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12 588 | 2,78 | 536 | 7,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17 122 | 10,40 | 729 | 15,35 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 51 387 | 0,20 | 2 189 | 4,74 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 977 | 4,83 | 42 | 7,89 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 133 | 9,28 | 176 | 14,29 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 140 629 | 591,49 | 5 991 | 623,43 |
