Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF inkluderar Phoenix Wealth Advisors, Hutchinson Financial Advisors, INC, FCG Investment Co, Ridgecrest Wealth Partners, Llc, Collier Financial, Atlas Legacy Advisors, LLC, Bradley Foster & Sargent Inc/ct, Peregrine Asset Advisers, Inc., Lifeworks Advisors, LLC, Cloud Capital Management, LLC, Diversify Wealth Management, Llc, Mjp Associates Inc /adv, Access Investment Management LLC, Cherry Tree Wealth Management, LLC, Lynch Asset Management, Inc., Smallwood Wealth Investment Management, LLC, Dunhill Financial, LLC, UMA Financial Services, Inc., och DecisionPoint Financial, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 290 | 0,69 | 12 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 31 451 | 10,01 | 1 335 | 5,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 66 228 | 5,96 | 2 811 | 1,63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15 144 | 643 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53 127 | 188,37 | 2 255 | 176,56 | ||||
| 2025-04-15 | 13F | Collier Financial | 16 178 | 716 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 690 | 454 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 195 905 | 43,77 | 8 | 33,33 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6 439 | 1,21 | 278 | −1,42 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 1 000 | 42 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 33 605 | 25,92 | 1 426 | 20,75 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 754 | 32 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 207 028 | 11,68 | 8 786 | 7,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 146 741 | 7,48 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 269 | 13 350,00 | 11 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 588 | 1,82 | 237 | −2,07 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 2 068 | 0,78 | 88 | −3,33 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 27 474 | 1 166 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 330 | 2,53 | 438 | −1,57 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 250 | 11 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 833 | 35 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 501 | 29,62 | 1 549 | 24,32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 188 | 8 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 788 | 60,82 | 33 | 57,14 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 603 | 492 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 608 | 1,16 | 26 | −3,85 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 299 625 | 6,29 | 12 716 | 1,92 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 622 | 11,68 | 239 | 7,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 82 011 | 0,77 | 3 481 | −3,39 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 727 | 16,48 | 455 | 11,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 375 265 | 44,93 | 15 926 | 38,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 021 | 6,38 | 213 | 2,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 122 557 | 0,26 | 132 521 | −3,86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 87 176 | 2,40 | 3 700 | −1,83 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32 850 | 27,22 | 1 444 | 34,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 080 | 0,30 | 216 | −4,02 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43 236 | 10,80 | 1 835 | 6,20 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5 561 | 34,55 | 236 | 29,12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 196 328 | 3,49 | 8 332 | −0,76 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 59 889 | 377,96 | 2 542 | 358,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 143 | 11,93 | 218 | 7,39 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 11 070 | 1,09 | 470 | −3,10 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 555 | 5,83 | 236 | 1,29 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 194 578 | 208,04 | 8 | 300,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 445 | 21,52 | 103 | 18,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 255 407 | 26,08 | 10 841 | 20,90 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100 602 | 4,86 | 4 270 | 0,54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 86 241 | 4,48 | 3 660 | 0,19 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 21 856 | 928 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 100 812 | 2,96 | 4 278 | −1,27 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 20 436 | 0,37 | 867 | −3,77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 34 141 | 1 449 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34 063 | 52,16 | 1 437 | 46,93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 49 563 | 7,96 | 2 103 | 3,55 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 955 | 23,58 | 465 | 18,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46 183 | 35 154,20 | 1 960 | 39 100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 609 | 8,97 | 1 341 | 4,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 230 | 1,63 | 1 156 | −2,53 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 32 034 | 37,58 | 1 360 | 31,94 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31 429 | 7,08 | 1 334 | 2,62 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 25 025 | 0,15 | 1 062 | −3,89 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 195 143 | 1,70 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 24 360 | 1 034 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 24 606 | 2,86 | 1 044 | −1,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 99 045 | 8,31 | 4 203 | 3,85 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 641 | 2,81 | 494 | −1,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 576 | 0,34 | 279 | −3,79 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 10 413 | 5,16 | 442 | 0,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 359 | 61,60 | 486 | 55,95 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 43 246 | 0,26 | 1 835 | −3,88 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 36 158 | 1 535 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 870 | 7,49 | 122 | 2,54 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 148 802 | 2,30 | 6 315 | −1,91 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 70 058 | 4,87 | 2 973 | 0,58 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 29 616 | 0,81 | 1 257 | −3,38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 44 305 | 3,35 | 1 880 | −0,90 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 813 | 2,07 | 247 | −2,38 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 120 970 | 12,89 | 5 134 | 8,25 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10 130 | 430 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 51 325 | 957,81 | 2 178 | 917,76 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7 150 | 0,42 | 303 | −3,81 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 982 | 1,13 | 42 | −2,38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 105 | 4 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 455 944 | 43,03 | 19 350 | 37,16 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46 499 | 9,31 | 1 973 | 4,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 132 552 | 5 628 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9 827 | 1,18 | 417 | −2,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 155 863 | 5,05 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 9 385 | 0,86 | 398 | −3,16 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 113 | 429 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 26 000 | 0,99 | 1 103 | −3,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 870 612 | 4,25 | 36 949 | −0,04 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 139 789 | 4,10 | 5 933 | −0,19 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 11 277 | 479 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 10 523 | 25,21 | 447 | 20,22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 141 | 6 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 117 | 0,86 | 5 | −20,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 608 877 | 9,68 | 26 | 4,17 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 20 665 | 42,37 | 877 | 36,60 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 19 | 5,56 | 1 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 48 270 | 2 049 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 407 883 | 2,15 | 17 311 | −2,05 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30 582 | 50,21 | 1 298 | 43,95 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 562 | 4,27 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 126 495 | 7,32 | 5 368 | 2,91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 28 580 | 4,28 | 1 213 | 0,00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 29 994 | 11 897,60 | 1 273 | 11 463,64 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10 677 | 12,13 | 473 | 14,84 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 43 | 2,38 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 671 161 | 6,44 | 28 484 | 2,06 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 40 | 2 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 262 | 12,81 | 436 | 8,21 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 24 800 | 13,02 | 1 053 | −4,10 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 764 341 | 31,25 | 159 716 | 25,82 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 48 407 | 8,53 | 2 054 | 4,05 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 375 953 | 5,30 | 15 955 | 0,97 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 821 | 25,45 | 247 | 20,49 | ||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 196 936 | 0,20 | 8 358 | −3,93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 84 856 | 13,59 | 3 601 | 8,92 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 14 310 | 5,45 | 607 | 1,17 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 11 276 | 479 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 29 119 | 2,65 | 1 236 | −1,59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 198 | 0,82 | 496 | 6,22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20 996 | 2,67 | 891 | −1,55 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 77 001 | 3 268 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 110 938 | 13,18 | 4 708 | 8,53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163 152 | 16,65 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 084 | 0,54 | 386 | −3,51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 439 | 1,21 | 273 | −2,85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 589 | 237 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 128 | 22 460,00 | 48 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 534 839 | 0,50 | 65 139 | −3,63 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 720 | 19,86 | 73 | 14,29 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6 052 | 257 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16 196 | 19,62 | 687 | 14,69 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 282 168 | 17,12 | 11 975 | 14,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 647 675 | 3,73 | 27 487 | −0,54 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 9 650 | 1,63 | 410 | −2,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 237 820 | 25,20 | 10 093 | 20,05 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 096 | 221 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 760 | 7,41 | 796 | 3,11 | ||||
| 2025-07-17 | 13F | SWS Partners | 218 491 | 1,46 | 9 273 | −2,72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17 283 | 73,93 | 733 | 66,97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 2 070 | 1,17 | 88 | −3,33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 040 | 44 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45 662 | 1,38 | 1 938 | −2,81 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 300 | 13 | ||||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income 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 | 91 329 | 40,77 | 3 876 | 35,01 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 17 710 | 752 | ||||||
| 2025-08-08 | 13F | Creative Planning | 84 882 | 11,15 | 3 602 | 6,57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10 103 | 0,22 | 429 | −4,04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 580 | 1,22 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 76 794 | 26,96 | 3 259 | 21,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 12 241 | 1,43 | 519 | −2,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74 524 | 3 163 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 4 968 | 220 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31 466 | 2,01 | 1 335 | −2,20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 117 005 | 4,00 | 4 966 | −0,28 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5 525 | 2,35 | 234 | −1,68 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14 500 | 615 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 024 | 1 239,49 | 468 | 1 234,29 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 12 015 | 0,28 | 510 | −3,96 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 76 278 | 0,28 | 3 237 | −3,83 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 9 018 | 12,57 | 383 | 7,91 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 577 | 6,66 | 111 | 4,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 197 990 | 103,05 | 8 403 | 94,74 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38 382 | 13,82 | 1 629 | 9,12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16 027 | 1,91 | 695 | 5,62 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 333 498 | 7,81 | 14 154 | 3,37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-11 | 13F | First PREMIER Bank | 84 717 | 4,99 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 333 | 0,32 | 226 | −3,83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34 877 | 2,21 | 1 518 | 6,23 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 4 815 | 0,48 | 204 | −3,77 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2 050 000 | 192,40 | 86 940 | 176,87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 330 | 354 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 789 | 2,29 | 1 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 044 | 1,16 | 44 | −2,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 554 807 | 20,78 | 23 546 | 15,82 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 341 | 0,02 | 524 | −4,21 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5 783 | 0 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16 082 | 0,09 | 683 | −4,08 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 350 | 45,83 | 15 | 40,00 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 25 953 | 5,45 | 1 101 | 1,10 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 9 215 | 1,78 | 391 | −2,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 950 | 116,67 | 83 | 110,26 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 28 373 | 0,24 | 1 204 | −3,83 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 573 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49 717 | 3,79 | 2 163 | 2,03 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 9 083 | 385 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 244 | 41,07 | 307 | 38,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 950 | 0,07 | 125 | −3,85 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 47 193 | 8,46 | 2 003 | 4,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 53 361 | 23,21 | 2 265 | 18,16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 954 | 1 483 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 74 025 | 25,46 | 3 142 | 20,30 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 102 | 52,24 | 4 | 100,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 58 301 | 0,13 | 2 474 | −3,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 281 181 | 5,08 | 11 933 | 0,76 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 110 | 37,50 | 5 | 33,33 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 117 020 | 2,52 | 4 966 | −1,68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 51 740 | 0,06 | 2 196 | −4,06 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4 812 | 204 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 83 378 | 27,52 | 3 539 | 22,30 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10 933 | 1,86 | 464 | −2,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 427 531 | 6,78 | 187 904 | 2,39 |
