Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF inkluderar B.O.S.S. Retirement Advisors, LLC, Exchange Traded Concepts, Llc, AssuredPartners Investment Advisors, LLC, Delap Wealth Advisory, Llc, Brady Martz Wealth Solutions, LLC, Wbi Investments, Inc., Maridea Wealth Management LLC, Kcm Investment Advisors Llc, Financial Engines Advisors L.L.C., Semitam Bonam Llc, Diversified Trust Co, Emprise Bank, Nicolet Bankshares Inc, Friday Financial, Vise Technologies, Inc., SCS Capital Management LLC, M Holdings Securities, Inc., Peirce Capital Management, LLC, Stonebrook Private Inc., och CogentBlue Wealth Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 500 | 37 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 30 194 | 2 261 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 691 | 9,83 | 1 475 | 20,92 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 717 485 | 1,25 | 53 732 | 11,50 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 563 708 | 85,86 | 42 216 | 104,66 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 946 | 0,06 | 520 | 10,17 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 69 | 1,47 | 5 | 25,00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 68 886 | 0,73 | 5 159 | 10,92 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 5 594 | 426 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 19 450 | 13,38 | 1 457 | 145 500,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 183 232 | 8,51 | 13 722 | 19,49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 464 | 34,52 | 259 | 48,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 342 064 | 153,05 | 26 | 177,78 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 330 | 923 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11 645 | 2,59 | 792 | −2,35 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 98 243 | 3,77 | 7 357 | 14,26 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 669 | 77,93 | 50 | 100,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15 441 | 0,33 | 1 156 | 10,52 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 20 623 | 1 544 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 5 670 | 0,02 | 425 | 10,13 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 102 545 | 7,32 | 7 680 | 18,17 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 343 | 106,63 | 26 | 127,27 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19 177 | 3,37 | 1 436 | 13,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 709 | 577 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10 093 | 11,38 | 756 | 22,56 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 271 | 0,37 | 20 | 11,11 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 152 444 | 7,36 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 385 408 | 522,50 | 28 863 | 585,58 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 036 | 0,06 | 527 | 10,04 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 644 | 13,30 | 647 | 24,90 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 16 831 | 1 260 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 22 982 | 87,04 | 1 721 | 106,11 | ||||
| 2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 459 100 | 13,78 | 34 382 | 25,29 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 25 076 | 451,73 | 1 878 | 507,44 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 4 677 | 0,49 | 350 | 10,76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 069 | 0,05 | 155 | 10,00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6 430 | 46,27 | 482 | 61,41 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 28 387 | 5,63 | 2 126 | 16,31 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 214 647 | 11,78 | 16 075 | 23,07 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 2 729 | 204 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 921 565 | 4,13 | 69 016 | 17,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 856 384 | 7,37 | 64 135 | 18,23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 212 | 16 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 174 368 | 0,83 | 13 058 | 11,04 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9 120 | 5 111,43 | 697 | 6 236,36 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4 624 | 0,02 | 346 | 10,19 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 118 999 | 13,79 | 8 912 | 19,29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 483 | 0,31 | 486 | 10,48 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 40 698 | 3 048 | ||||||
| 2025-07-28 | 13F | Essex LLC | 2 825 | 212 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 300 | 10,11 | 697 | 21,25 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3 338 | 0,03 | 250 | 10,18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 94 934 | 3,51 | 7 110 | 13,98 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 190 064 | 0,73 | 14 234 | 10,92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 971 | 1,04 | 597 | 11,19 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6 529 | 0,02 | 489 | 10,16 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 18 702 | 2,91 | 1 401 | 13,27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 126 033 | 3,33 | 9 439 | 13,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 150 537 | 0,80 | 11 274 | 11,00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 11 023 | 1,12 | 826 | 11,34 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8 475 | 0,31 | 635 | 10,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 538 | 24,51 | 490 | 36,97 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 191 | 2,50 | 89 | 12,66 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 623 645 | 13,49 | 46 705 | 24,97 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 196 626 | 2,58 | 14 725 | 12,97 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 39 576 | 40,85 | 2 950 | 55,29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 301 098 | 2,17 | 22 549 | 12,51 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 | 4,76 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 27 133 | 18,57 | 2 079 | 33,55 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 576 | 61,48 | 118 | 78,79 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 16 185 | 0,32 | 1 212 | 10,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 575 | 60,39 | 418 | 76,69 | ||||
| 2025-08-14 | 13F | Betterment LLC | 40 885 | 2,11 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 248 644 | 687,57 | 18 621 | 767,26 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 522 982 | 1 320,18 | 39 166 | 1 464,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46 953 | 46,21 | 3 516 | 60,99 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 49 508 | 1,53 | 3 708 | 11,79 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 3 692 | 277 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 749 | 56 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 242 378 | 19,43 | 18 152 | 31,51 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 9 432 | 2,00 | 706 | 12,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 286 892 | 2,18 | 21 485 | 12,52 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 109 966 | 24,73 | 8 235 | 37,34 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 27 463 | 7,08 | 2 057 | 17,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 224 818 | 34,35 | 16 837 | 47,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 288 606 | 7,57 | 21 614 | 18,45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26 600 | 2,92 | 1 992 | 13,38 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 603 310 | 19,78 | 194 962 | 31,90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60 391 | 30,76 | 4 522 | 44,01 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4 094 | 0,22 | 307 | 10,47 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 409 | 0,25 | 31 | 11,11 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 364 072 | 10,87 | 27 265 | 22,09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11 592 | 4,06 | 868 | 14,66 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 2 763 | 207 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 21 376 | 108,75 | 1 601 | 129,89 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 13 572 | 9,99 | 1 016 | 21,10 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 291 | 0,49 | 321 | 10,69 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 21 419 | 1 604 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 667 792 | 2,31 | 51 517 | 20,84 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5 550 | 10,96 | 416 | 22,06 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 41 315 | 0,05 | 2 810 | 140 350,00 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 73 014 | 6,41 | 5 468 | 17,19 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 6 862 | 16,40 | 514 | 28,25 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 35 272 | 2,65 | 2 642 | 13,06 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 172 | 0,32 | 238 | 10,23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 287 | 0,48 | 171 | 11,04 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 579 968 | 43 434 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 522 108 | 1,19 | 39 101 | 11,43 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45 102 | 983,14 | 3 378 | 1 093,29 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9 060 | 14,90 | 679 | 26,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 403 459 | 2,56 | 30 215 | 12,94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 24 180 | 12,99 | 1 811 | 24,40 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 8 | 1 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9 842 | 737 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 266 087 | 41 411,23 | 19 927 | 46 241,86 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 36 138 | 8,79 | 2 706 | 19,79 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3 269 | 245 | ||||||
| 2025-07-14 | 13F | Friday Financial | 14 196 | 1 063 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 46 845 | 28,47 | 3 508 | 41,51 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 9 189 | 1,33 | 688 | 11,69 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5 925 | 4,81 | 444 | 15,36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59 621 | 6,11 | 4 465 | 16,85 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 96 527 | 4,76 | 7 229 | 15,35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25 342 | 364,99 | 1 681 | 381,66 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 035 | 377 | ||||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 8 861 | 1,65 | 664 | 11,99 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6 268 | 469 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 228 651 | 17 124 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 26 460 | 1 982 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 745 693 | 0,38 | 55 845 | 10,53 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 970 972 | 63,89 | 222 496 | 80,47 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 84 825 | 4,46 | 6 551 | 20,67 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 552 692 | 10,57 | 41 391 | 21,76 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31 619 | 79,10 | 2 368 | 97,25 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 153 170 | 4,11 | 11 471 | 14,63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30 260 | 5,13 | 2 266 | 15,79 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5 745 | 0,54 | 430 | 10,82 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 21 672 | 1,74 | 1 623 | 13,18 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 32 741 | 7,44 | 2 452 | 18,29 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 198 | 2,40 | 239 | 12,74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 469 654 | 2,82 | 35 877 | 15,49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 043 | 147,17 | 1 651 | 174,09 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 311 660 | 0,80 | 23 340 | 11,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5 169 | 1,51 | 387 | 11,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38 727 | 2 900 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 119 167 | 4,90 | 8 924 | 15,52 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 10 067 | 64,74 | 754 | 81,45 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 3 848 | 15,66 | 288 | 27,43 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 623 067 | 8 152,54 | 46 904 | 9 879,57 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 12 509 | 77,48 | 937 | 95,41 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 165 | 1,86 | 324 | 17,82 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26 962 | 1,54 | 2 019 | 11,86 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4 000 | 300 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 3 020 | 226 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 151 682 | 0,20 | 86 249 | 10,34 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 96 288 | 0,81 | 7 211 | 11,02 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 741 138 | 3,14 | 205 284 | 13,58 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 308 | 8,15 | 398 | 19,22 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11 156 | 14,93 | 835 | 26,52 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 86 614 | 4,38 | 6 487 | 14,94 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 16 334 | 6,51 | 1 223 | 17,26 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 045 | 0,29 | 78 | 11,43 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3 292 | 247 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7 629 | 12,27 | 571 | 27,46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28 059 | 2,27 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Novem Group | 20 446 | 84,43 | 1 531 | 103,32 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 750 283 | 1,43 | 56 781 | 17,57 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 77 581 | 5 810 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 19 600 | 415,79 | 1 468 | 468,60 | |||
| 2025-07-30 | 13F | Crewe Advisors LLC | 469 | 35 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 15 979 | 14,87 | 1 197 | 26,43 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 2 890 | 216 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 12 712 | 0,06 | 952 | 10,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 205 861 | 1,57 | 240 | 12,15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 981 | 42,97 | 1 871 | 57,41 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 392 822 | 52,01 | 29 418 | 67,40 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 105 765 | 1,87 | 82 811 | 12,18 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7 307 | 64,24 | 547 | 81,13 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 026 | 3,80 | 376 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23 166 | 7,15 | 1 735 | 17,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179 554 | −18,40 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 783 651 | 14,29 | 58 688 | 25,85 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 46 394 | 3,39 | 3 474 | 13,86 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 20 609 | 1,97 | 1 551 | 12,88 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 300 | 88,16 | 1 071 | 107,36 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 198 046 | 61,29 | 14 832 | 77,60 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 2 681 | 201 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 366 353 | 3,73 | 27 436 | 14,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 607 | 6,11 | 719 | 16,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 148 | 134,04 | 1 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 424 | 256 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 060 | 0,39 | 1 652 | 10,58 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 873 | 215 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7 554 | 0,53 | 566 | 10,57 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 162 883 | 109,72 | 12 198 | 299,02 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 920 073 | 46,45 | 68 904 | 61,27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6 550 | 33,70 | 432 | 23,78 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23 111 | 0,60 | 1 777 | 13,41 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 73 062 | 269,06 | 5 472 | 306,46 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 15 112 | 4,60 | 1 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 83 292 | 2,08 | 6 238 | 12,40 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8 718 | 653 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 892 | 22,55 | 591 | 35,24 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 30 634 | 0,01 | 2 083 | −4,76 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2 776 | 208 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 126 193 | 22,57 | 9 451 | 34,98 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 286 | 246 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 336 | 400 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 25 727 | 0,41 | 1 927 | 10,56 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 286 | 920 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 967 | 2,87 | 72 | 14,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 611 509 | 37,88 | 120 685 | 51,82 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 3 817 | 16,23 | 286 | 27,80 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 501 | 3,40 | 3 782 | 13,88 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 034 | 0 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 968 | 88,04 | 747 | 107,22 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8 666 | 649 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 12 306 | 23,92 | 922 | 36,44 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 21 770 | 2,86 | 1 630 | 13,27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73 | 5 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 791 | 209 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 34 856 | 1,89 | 2 610 | 12,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 609 | 46 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 224 | 17 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 301 830 | 3,60 | 22 604 | 7,39 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 89 836 | 2,70 | 6 728 | 13,08 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 125 108 | 1,73 | 9 369 | 12,03 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 134 568 | 1,42 | 10 078 | 7,19 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 489 | 0,41 | 37 | 9,09 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 3 411 | 255 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 492 | 48,50 | 711 | 63,59 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 988 681 | 1,54 | 74 042 | 11,81 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 778 | 0,39 | 58 | 11,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 99 030 | 6,39 | 7 416 | 17,16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 371 844 | 9,76 | 27 847 | 20,86 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 63 997 | 4 793 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 968 454 | 18,14 | 73 | 30,91 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 1 579 615 | 1,98 | 118 297 | 12,30 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 10 187 | 1 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31 723 | 0,55 | 2 376 | 10,72 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 15 206 | 28,33 | 1 139 | 41,37 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 305 037 | 454,39 | 22 844 | 510,48 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 2 927 | 0 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 67 459 | 2,28 | 5 052 | 12,62 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 83 987 | 6 290 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 995 | 898 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 962 221 | 24,33 | 148 913 | 38,73 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 671 034 | 4,38 | 50 254 | 14,94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 183 352 | 8,00 | 13 731 | 18,92 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 7 593 | 0,04 | 569 | 10,08 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 5 785 | 19,18 | 393 | 13,58 | ||||
| 2025-08-13 | 13F | Isthmus Partners, Llc | 82 977 | 4,36 | 6 214 | 14,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 013 | 9,43 | 375 | 20,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25 026 | 0,83 | 1 874 | 11,08 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 480 143 | 13,00 | 35 958 | 24,43 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 37 153 | 33,94 | 2 782 | 47,51 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 260 367 | 9,82 | 19 499 | 20,93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 698 419 | 14,95 | 52 305 | 26,58 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 89 290 | 2,44 | 6 687 | 12,81 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42 351 | 0,70 | 3 172 | 10,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115 326 | 85,90 | 8 658 | 105,05 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 10 111 | 3,36 | 393 | −43,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 080 | 78,10 | 1 129 | 96,35 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 5 201 | 12,24 | 390 | 23,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 510 | 51,59 | 1 536 | 66,96 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 441 | 12,09 | 707 | 23,60 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 2 838 | 213 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9 353 | 34,21 | 700 | 47,99 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 17 621 | 2,90 | 1 320 | 13,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 94 862 | 3,58 | 7 104 | 14,07 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 321 | 1,90 | 24 | 14,29 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 73 945 | 0,62 | 5 538 | 10,81 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169 325 | 5,66 | 13 | 20,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 958 | 16,40 | 72 | 29,09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 48 959 | 1,86 | 3 667 | 12,18 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 3 177 | 238 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 19 342 | 3,16 | 1 448 | 13,57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 302 044 | 6,13 | 23 | 15,79 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 8 495 | 637 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 256 193 | 19 186 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 94 512 | 1,85 | 7 078 | 12,15 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 152 659 | 16,22 | 11 433 | 27,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 820 469 | 2,73 | 61 445 | 13,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 654 236 | 30,89 | 48 996 | 44,14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 789 | 134 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 22 121 | 60,19 | 1 657 | 76,36 | ||||
| 2025-07-09 | 13F | Emprise Bank | 16 915 | 1 267 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 610 303 | 8,68 | 123 365 | 22,04 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 167 751 | 11,19 | 12 563 | 22,44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 14 791 | 8,53 | 1 108 | 19,55 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 016 466 | 1,97 | 76 123 | 12,29 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 64 165 | 4 805 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 827 | 113,56 | 287 | 136,36 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 045 | 19,30 | 378 | 31,36 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 45 777 | 3,50 | 3 428 | 14,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 5 406 | 405 |
