SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF - Institutionellt ägande - Säljare

SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
US ˙ ARCA ˙ US78464A8475

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2026-04-13 13F Woodside Wealth Management LLC 0 −100,00 0
2026-04-21 13F Maridea Wealth Management LLC 11 583 −3,84 686 −1,72
2026-04-17 13F BCS Wealth Management 19 965 −44,03 1 182 −42,76
2026-05-08 13F Zinnia Wealth Advisory, LLC 62 885 −5,96 3 724 −3,82
2026-04-27 13F Qrg Capital Management, Inc. 0 −100,00 0
2026-04-17 13F Certified Advisory Corp 3 522 −2,55 209 −0,48
2026-05-05 13F Atria Investments Llc 55 750 −1,48 3 301 0,76
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 39 852 −0,95 2 360 1,29
2026-05-15 13F Bank Of America Corp /de/ 1 931 806 −1,18 114 402 1,06
2026-04-07 13F Park Avenue Securities Llc 0 −100,00 0
2026-04-24 13F TKG Advisors, LLC 26 249 −21,51 1 554 −19,73
2026-05-04 13F Evernest Financial Advisors, LLC 18 242 −0,24 1 165 1,04
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2026-04-24 13F Stegent Equity Advisors, Inc. 6 427 −44,95 381 −43,79
2026-05-11 13F Jordan Park Group LLC 6 648 −23,57 394 −21,87
2026-01-13 13F Synergy Financial Management, LLC 0 −100,00 0
2026-05-11 13F Destiny Capital Corp/CO 49 170 −1,33 2 912 0,90
2026-04-27 13F USAdvisors Wealth Management, LLC 5 184 −2,30 0
2026-05-15 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2026-05-11 13F F/M Investments LLC 13 136 −0,91 779 1,43
2026-04-21 13F Decision Investments, Inc 4 810 −5,87 285 −3,73
2026-05-04 13F Hibernia Wealth Partners, LLC 86 425 −2,24 5 118 −0,02
2025-12-09 13F/A Tudor Investment Corp Et Al 0 −100,00 0
2026-04-08 13F Sfm, Llc 6 497 −13,34 385 −11,52
2026-05-15 13F Blueprint Investment Partners LLC 46 837 −7,59 2 774 −5,52
2026-04-16 13F Sterling Investment Counsel, LLC 17 020 −13,62 1 008 −11,74
2026-05-12 13F Summit Trail Advisors, Llc 276 328 −5,10 16 364 −2,95
2026-05-13 13F Natixis Advisors, L.p. 0 −100,00 0
2026-04-23 13F Investment Planning Advisors, Inc. 10 724 −0,31 635 2,09
2026-05-08 13F Resources Investment Advisors, LLC. 120 480 −2,90 7 135 −0,71
2026-05-14 13F Rialto Wealth Management, LLC 1 578 −61,95 93 −61,25
2026-04-21 13F Falcon Wealth Planning 7 778 −3,01 461 −0,86
2026-04-28 13F Compton Financial Group, LLC 22 039 −17,40 1 305 −15,53
2026-05-06 13F Simon Quick Advisors, Llc 10 407 −55,72 616 −54,74
2026-05-04 13F Retirement Planning Group 51 053 −0,38 3 023 1,89
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0
2026-05-06 13F Tyche Wealth Partners LLC 8 505 −1,66 504 0,60
2026-04-23 13F Summit Investment Advisory Services, LLC 28 120 −0,23 1 665 2,02
2026-06-03 13F/A Wealthquest Corp 36 626 −18,58 2 169 −16,78
2026-05-14 13F Cwm, Llc 2 263 455 −36,96 134 042 64 654,11
2026-04-22 13F Aspire Private Capital, LLC 53 678 −0,50 3 179 1,76
2026-01-30 13F Wagner Wealth Management, Llc 0 −100,00 0
2026-05-14 13F Strategic Financial Planning, Inc. 0 −100,00 0
2026-05-01 13F Advisors Capital Management, LLC 5 391 −6,84 319 −4,78
2026-04-17 13F Total Clarity Wealth Management, Inc. 42 014 −23,57 2 488 −21,83
2026-05-06 13F Tandem Wealth Advisors LLC 5 095 −18,05 302 −16,39
2026-04-22 13F Carroll Advisory Group, LLC 46 603 −2,89 2 760 −0,72
2026-04-27 13F Pachira Investments Inc. 84 443 −10,45 5 001 −8,42
2026-04-20 13F McKinley Carter Wealth Services, Inc. 9 390 −40,26 556 −38,90
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 6 965 −11,67 412 −9,65
2026-04-07 13F Blueline Advisors Llc 146 −6,41 9 −11,11
2026-05-15 13F GWM Advisors LLC 48 298 −73,62 8 000 −24,54
2026-04-15 13F Iams Wealth Management, Llc 5 592 −2,46 331 −0,30
2026-05-15 13F Estate Counselors, LLC 3 825 −21,30 227 −19,57
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-05-04 13F Mml Investors Services, Llc 461 977 −6,70 27 358 −4,59
2026-05-12 13F Bnp Paribas Arbitrage, Sa 969 −99,66 57 −99,66
2026-05-15 13F Round Rock Advisors, LLC 4 025 −2,90 238 −0,83
2026-05-06 13F American Financial & Tax Strategies Inc 3 483 −0,46 206 1,98
2026-04-17 13F RFG Advisory, LLC 347 950 −8,70 20 606 −6,63
2026-05-05 13F Newbridge Financial Services Group, Inc. 3 151 −0,72 187 1,64
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-05-11 13F Manchester Capital Management LLC 0 −100,00 0
2026-05-15 13F Morgan Stanley 3 797 715 −61,34 224 901 −60,47
2026-05-12 13F WorthPointe, LLC 13 154 −14,36 779 −12,49
2026-05-14 13F Bernard Wealth Management Corp. 375 −33,63 22 −31,25
2026-04-21 13F Hidden Cove Wealth Management, LLC 7 917 −13,18 469 −11,36
2026-04-09 13F Wedmont Private Capital 22 104 −0,37 1 367 2,86
2026-04-21 13F Gilpin Wealth Management, Llc 10 030 −2,99 594 −0,84
2026-05-07 13F Northwestern Mutual Wealth Management Co 1 948 480 −0,54 115 389 1,71
2026-04-29 13F Resonant Capital Advisors, LLC 106 696 −0,67 6 319 1,58
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 29 431 −25,70 1 743 −24,03
2026-05-14 13F Financial Engines Advisors L.L.C. 96 478 −2,80 5 713 −0,59
2026-05-01 13F Hantz Financial Services, Inc. 294 −21,18 0
2026-04-27 13F Latitude Advisors, LLC 5 164 −0,86 306 1,33
2026-04-13 13F Reston Wealth Management Llc 342 090 −10,90 20 259 −8,89
2026-04-07 13F G&S Capital LLC 63 742 −17,78 3 775 −15,93
2026-05-08 13F Wilkerson Advisory Group LLC 0 −100,00 0
2026-05-13 13F Sherman Porfolios, Llc 98 532 −3,19 5 835 −0,98
2026-05-13 13F Davis R M Inc 5 371 −24,31 318 −22,44
2026-04-10 13F Windsor Capital Management, LLC 162 578 −3,08 9 628 −0,90
2026-05-11 13F Sage Mountain Advisors LLC 12 313 −1,70 729 0,55
2026-04-07 13F Five Oceans Advisors 4 278 −4,06 253 −1,94
2026-05-14 13F Empower Advisory Group, LLC 8 007 −19,29 474 −17,42
2026-05-06 13F Hartland & Co., LLC 7 049 −9,02 417 −6,92
2026-05-20 13F Hobbs Group Advisors, LLC 16 696 −0,05 989 2,17
2026-05-11 13F Westco Advisory Services Inc /adv 10 382 −2,10 615 0,00
2026-04-15 13F AlphaStar Capital Management, LLC 807 648 −14,57 47 829 −12,64
2026-04-09 13F Peterson Wealth Advisors, LLC 730 796 −0,65 43 278 1,60
2026-05-01 13F Arq Wealth Advisors, Llc 63 057 −3,85 3 734 −1,66
2026-05-14 13F North Ridge Wealth Advisors, Inc. 226 −20,70 13 −18,75
2026-05-13 13F Mariner, LLC 304 418 −3,18 18 003 −1,13
2026-05-13 13F Fsb Premier Wealth Management, Inc. 18 470 −2,52 1 094 −0,36
2026-05-15 13F Destination Wealth Management 7 293 −2,12 432 0,00
2026-01-20 13F Toth Financial Advisory Corp 0 −100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 78 −73,83 5 −76,47
2026-05-01 13F Symphony Financial, Ltd. Co. 30 114 −69,62 1 759 −69,69
2026-01-21 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-04-17 13F Outlook Wealth Advisors, LLC 8 482 −4,49 502 −2,33
2026-04-27 13F Tennessee Valley Asset Management Partners 22 612 −77,23 1 339 −76,72
2026-05-15 13F Ameriprise Financial Inc 260 723 −10,90 15 440 −8,94
2026-04-24 13F Private Advisor Group, LLC 846 222 −3,01 50 113 −0,82
2026-05-11 13F National Wealth Management Group, LLC 17 448 −4,81 1 033 −2,64
2026-04-17 13F Sovereign Financial Group, Inc. 5 676 −2,31 336 0,00
2026-01-27 13F SageGuard Financial Group, LLC 0 −100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 1 503 −40,45 89 −39,04
2026-05-11 13F HBK Sorce Advisory LLC 11 629 −0,50 755 2,59
2026-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-04-14 13F Precedent Wealth Partners, Llc 5 495 −2,54 325 −0,31
2026-04-28 13F Canvas Wealth Advisors, LLC 5 199 −2,35 308 −0,32
2026-05-14 13F Modern Wealth Management, LLC 36 892 −20,35 2 202 −17,90
2026-04-23 13F J.w. Cole Advisors, Inc. 31 895 −0,44 1 889 23,56
2026-05-04 13F Nwam Llc 6 448 −1,54 382 −4,03
2026-04-21 13F Narus Financial Partners, LLC 9 366 −2,05 555 0,18
2026-04-21 13F Old Second National Bank Of Aurora 8 374 −7,47 496 −5,53
2026-04-27 13F BIP Wealth, LLC 14 026 −20,20 831 −18,39
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 28 444 −11,59 1 684 −9,61
2026-04-21 13F Fullerton Advisors, LLC 4 552 −4,45 270 −2,18
2026-05-01 13F Pittenger & Anderson Inc 0 −100,00 0
2026-05-12 13F Planwiser Financial, Llc 0 −100,00 0
2026-05-15 13F AlphaCore Capital LLC 137 215 −12,07 8 126 −10,09
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 −100,00 0
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 26 786 −8,72 1 586 −6,65
2026-05-06 13F Precision Wealth Strategies, LLC 0 −100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 0 −100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 10 165 −4,37 602 −2,28
2026-04-27 13F Capital Financial Group Inc\co\ /adv 8 279 −0,97 490 1,24
2026-04-28 13F Stephens Inc /ar/ 0 −100,00 0
2026-05-07 13F Mason Street Advisors, Llc 1 561 969 −1,60 92 500 0,62
2026-05-01 13F Wealthspire Advisors, LLC 151 128 −2,97 8 950 −0,79
2026-04-21 13F Maseco Llp 107 −3,60 6 0,00
2026-05-14 13F Gambit Capital Management, LLC 10 351 −75,21 613 −74,68
2026-04-14 13F Amicus Financial Advisors, LLC 4 933 −7,22 292 −4,89
2026-05-07 13F JSF Financial, LLC 0 −100,00 0
2026-05-15 13F National Bank Of Canada /fi/ 570 200 −51,31 33 767 −50,20
2026-02-13 13F Heritage Wealth Advisors 0 −100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 47 116 −20,06 2 790 −18,25
2026-05-14 13F Betterment LLC 20 199 297 −4,50 1 196 −2,29
2026-04-27 13F Syntegra Private Wealth Group, LLC 69 710 −38,29 4 128 −36,89
2026-05-14 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 10 511 −0,64 622 1,63
2026-02-11 13F M Holdings Securities, Inc. 0 −100,00 0
2026-05-06 13F North Star Asset Management Inc 255 038 −3,93 15 103 −1,76
2026-05-15 13F Texas Permanent School Fund 521 398 −82,59 30 877 −82,19
2026-02-12 13F Commonwealth Equity Services, Llc 120 940 −6,64 7 004 99 942,86
2026-04-20 13F Concurrent Investment Advisors, LLC 0 −100,00 0 −100,00
2026-04-29 13F Advance Capital Management, Inc. 96 776 −57,87 5 731 −56,92
2026-05-14 13F Hilltop Holdings Inc. 0 −100,00 0
2026-05-11 13F Brand Asset Management Group, Inc. 14 600 −3,77 865 −1,59
2026-05-06 13F Elyxium Wealth, LLC 0 −100,00 0
2026-01-14 13F Exchange Traded Concepts, Llc 0 −100,00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 2 438 −3,18 144 −0,69
2026-02-13 13F Nicolet Advisory Services, Llc 21 482 −30,02 1 305 −25,61
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 66 900 −8,61 3 962 −6,56
2026-04-24 13F ERn Financial, LLC 11 684 −9,71 692 −7,74
2026-05-13 13F Caitlin John, LLC 11 259 −12,29 667 −10,36
2026-05-06 13F Modera Wealth Management, LLC 106 608 −11,92 6 313 −9,93
2026-05-04 13F Lifeworks Advisors, LLC 18 324 −0,47 1 085 1,78
2026-05-07 13F Advisor OS, LLC 0 −100,00 0
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 −100,00 0
2026-04-29 13F Cary Street Partner Investment Advisory Llc 181 −17,73 11 −16,67
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-04-23 13F Kagan Cocozza Asset Management 57 911 −1,94 3 429 0,26
2026-05-15 13F Fwl Investment Management, Llc 0 −100,00 0
2026-05-13 13F Strategic Financial Concepts, LLC 8 221 −8,28 487 −6,36
2026-05-15 13F Quadcap Wealth Management, LLC 17 662 −7,61 1 046 −5,60
2026-04-24 13F Smithbridge Asset Management Inc/de 0 −100,00 0
2026-05-05 13F Sanctuary Advisors, LLC 184 237 −0,11 10 911 2,15
2026-05-13 13F Crews Bank & Trust 328 133 −3,81 19 432 −1,64
2026-01-21 13F Clayton Financial Group LLC 0 −100,00 0
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 70 328 −12,50 4 165 −10,53
2026-02-03 13F Ballast Advisors Llc 0 −100,00 0
2026-05-15 13F Cavalier Investments, LLC 29 539 −6,64 1 749 −4,53
2026-05-11 13F Pecaut & Co. 106 001 −3,61 6 277 −1,43
2026-04-15 13F Merit Financial Group, LLC 21 822 −0,90 1 292 1,33
2026-04-29 13F United Asset Strategies, Inc. 53 142 −1,25 3 147 0,99
2026-04-23 13F Ironwood Wealth Management, LLC. 8 245 −5,89 488 −3,75
2026-04-27 13F Denver Wealth Management, Inc. 14 098 −7,52 835 −5,44
2026-04-27 13F Truist Financial Corp 83 465 −45,10 4 943 −43,86
2026-04-16 13F Balboa Wealth Partners 5 831 −2,80 345 −0,58
2026-04-15 13F Silverlake Wealth Management Llc 4 349 −19,54 258 −17,89
2026-05-04 13F Bleakley Financial Group, LLC 0 −100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2026-05-07 13F AlTi Global, Inc. 2 823 459 −5,43 167 205 −3,29
2026-02-06 13F Global Retirement Partners, LLC 468 852 −1,74 27 151 −0,50
2026-04-22 13F Stone House Investment Management, LLC 478 −10,65 28 −6,67
2026-05-15 13F NorthRock Partners, LLC 3 686 −33,15 218 −31,66
2026-01-27 13F Farrow Financial Inc. 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 131 851 −3,54 7 808 −1,36
2026-05-15 13F Glen Eagle Advisors, LLC 33 318 −65,60 1 973 −64,82
2026-05-12 13F Strategic Wealth Partners, Ltd. 2 580 −1,19 153 0,66
2026-05-06 13F NovaPoint Capital, LLC 52 820 −0,16 3 128 2,09
2026-04-13 13F St Germain D J Co Inc 422 062 −4,90 24 995 −2,75
2026-05-14 13F Aldebaran Financial Inc. 15 382 −0,33 911 0,78
2026-04-16 13F Security National Bank 0 −100,00 0
2026-01-07 13F Qp Wealth Management, Llc 0 −100,00 0
2026-04-27 13F PAX Financial Group, LLC 21 078 −5,97 1 248 −3,85
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-05-01 13F UNIVEST FINANCIAL Corp 8 515 −75,15 504 −74,60
2026-04-29 13F Cary Street Partners Financial Llc 38 302 −3,63 2 268 −1,43
2026-05-14 13F Bank Of Nova Scotia 0 −100,00 0
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 12 237 −9,18 725 −7,18
2026-04-20 13F Compass Wealth Management LLC 73 692 −3,33 4 364 −1,13
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-05-11 13F Shepherd Financial Partners LLC 295 835 −1,76 17 519 0,46
2026-02-06 13F Tortoise Investment Management, LLC 0 −100,00 0
2026-04-30 13F Financial Freedom, LLC 0 −100,00 0
2026-05-01 13F Guardian Wealth Advisors, LLC 3 545 −3,27 210 −1,42
2026-04-22 13F Continuum Advisory, LLC 5 080 −0,97 301 1,01
2026-04-16 13F BridgePort Financial Solutions, LLC 5 375 −0,24 318 1,92
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 −100,00 0
2026-05-06 13F Goodman Financial Corp 4 481 −0,22 265 1,92
2026-05-01 13F Richardson Financial Services Inc. 17 645 −6,98 1 045 −5,09
2026-05-11 13F Atlas Capital Advisors Llc 12 187 −0,39 722 1,84
2026-04-21 13F Fingerlakes Wealth Management, Inc. 21 570 −1,80 1 277 0,39
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-04-24 13F Key FInancial Inc 29 510 −4,72 1 748 −2,57
2026-04-24 13F RKL Wealth Management LLC 679 439 −4,60 40 236 −2,44
2026-04-13 13F Arkansas Financial Group, Inc. 9 635 −28,10 596 −23,32
2026-05-05 13F Putnam Fl Investment Management Co 6 949 −2,29 412 0,00
2026-05-04 13F Worth Financial Advisory Group, LLC 7 778 −49,38 9 539 972,89
2026-04-30 13F Range Financial Group LLC 48 368 −1,86 2 864 0,35
2026-05-06 13F Zhang Financial LLC 171 919 −2,46 10 181 −0,24
2026-05-13 13F Measured Wealth Private Client Group, LLC 31 537 −14,84 1 868 −12,92
2026-04-30 13F Private Trust Co Na 16 962 −16,30 1 004 −14,41
2026-04-07 13F SMI Advisory Services, LLC 4 865 −31,29 292 −32,33
2026-05-15 13F Flow Traders U.s. Llc 53 826 −14,52 3 0,00
2026-05-06 13F Bessemer Group Inc 10 271 −25,33 1
2026-05-07 13F Pillar Financial Advisors, LLC 0 −100,00 0
2026-05-11 13F Blueprint Financial Advisors LLC 27 100 −8,91 1 605 −6,85
2026-05-11 13F Foundations Investment Advisors, LLC 4 209 −15,57 249 −13,54
2026-05-14 13F Advisory Alpha, LLC 13 387 −1,21 793 1,02
2026-04-23 13F Atlas Private Wealth Advisors 550 238 −0,04 32 585 2,22
2026-05-05 13F Fisher Asset Management, LLC 0 −100,00 0
2026-01-28 13F Absher Wealth Management, Llc 0 −100,00 0
2026-04-23 13F First Pacific Financial 0 −100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 1 351 739 −11,70 80 052 −9,70
2026-05-13 13F GeoWealth Management, LLC 91 226 −1,05 5 402 1,20
2026-04-22 13F JNBA Financial Advisors 851 280 −3,83 50 413 −1,65
2026-05-04 13F Westside Investment Management, Inc. 3 868 −44,91 231 −44,04
2026-05-08 13F Gen-Wealth Partners Inc 9 411 −2,71 557 −0,54
2026-04-29 13F Capstone Wealth Management Group, Llc 3 793 −0,29 225 1,82
2026-04-28 13F Retirement Financial Solutions, Llc 192 961 −48,12 11 427 −46,95
2026-02-17 13F Trexquant Investment LP 0 −100,00 0
2026-05-05 13F Mjp Associates Inc /adv 0 −100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 392 −96,15 23 −96,21
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-05-11 13F POM Investment Strategies, LLC 2 197 −95,23 130 −95,13
2026-04-15 13F APS Management Group, Inc. 5 515 −0,68 327 1,56
2026-04-29 13F Orin Green Financial, LLC 16 376 −0,15 970 2,11
2026-04-29 13F Axxcess Wealth Management, Llc 13 131 −12,10 778 −10,17
2026-01-23 13F Keener Financial Planning LLC 0 −100,00 0
2026-05-15 13F Second Line Capital, LLC 14 174 −4,27 904 5,48
2026-04-22 13F Omnitrust Wealth Management, Inc 76 589 −0,48 4 536 1,77
2026-02-17 13F SageView Advisory Group, LLC 2 140 −58,37 124 −58,02
2026-04-07 13F Signaturefd, Llc 3 423 −4,28 203 −2,42
2026-04-22 13F Matauro, Llc 3 851 −22,31 228 −20,56
2026-04-08 13F Sharkey, Howes & Javer 35 036 −25,37 2 075 −23,69
2026-05-12 13F Marion Wealth Management 5 714 −13,24 338 −15,92
2026-05-12 13F GGM Financials LLC 1 892 −9,39 112 −6,67
2026-05-04 13F Sigma Planning Corp 6 455 −7,11 382 −4,98
2026-05-12 13F Moneta Group Investment Advisors Llc 204 578 −2,28 12 115 −0,07
2026-04-28 13F Novus Advisors, Llc 14 152 −2,10 838 0,12
2026-05-07 13F First National Trust Co 406 826 −0,49 24 092 1,76
2026-05-08 13F Maia Wealth LLC 0 −100,00 0
2026-02-17 13F Glenmede Trust Co Na 62 −19,48 4 0,00
2026-04-20 13F Jfs Wealth Advisors, Llc 905 −16,51 54 −14,52
2026-04-20 13F Tranquility Partners, LLC 4 149 −3,24 246 −1,21
2026-05-15 13F Perennial Investment Advisors, LLC 55 346 −1,50 3 278 0,71
2026-05-01 13F Thrivent Financial For Lutherans 400 690 −39,61 24 −39,47
2026-04-29 13F CFS Investment Advisory Services, LLC 24 818 −8,99 1 586 0,44
2026-04-28 13F Hoey Investments, Inc 0 −100,00 0
2026-02-10 13F WealthTrak Capital Management LLC 0 −100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-05-12 13F Vista Private Wealth Partners. LLC 3 853 −2,53 250 16,36
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 6 012 −17,89 356 −15,84
2026-05-04 13F Savant Capital, LLC 301 052 −4,46 17 828 −2,30
2026-02-12 13F Hm Payson & Co 0 −100,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 10 116 −0,33 599 2,04
2026-04-06 13F CX Institutional 1 902 −12,51 0
2026-04-29 13F WealthPLAN Partners, LLC 0 −100,00 0
2026-04-03 13F Investors Research Corp 0 −100,00 0
2026-04-17 13F Watershed Private Wealth Llc 13 678 −2,40 810 −0,12
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 44 173 −1,60 2 616 0,62
2026-05-08 13F Pnc Financial Services Group, Inc. 8 834 −5,11 523 −2,97
2026-05-05 13F Crestwood Advisors Group LLC 52 956 −2,27 3 136 −0,06
2026-02-06 13F Municipal Employees' Retirement System of Michigan 0 −100,00 0
2026-04-08 13F Spinnaker Investment Group, LLC 0 −100,00 0
2026-05-01 13F Abound Financial, Llc 117 294 −9,41 6 946 −7,36
2026-04-23 13F Intrua Financial, LLC 46 030 −5,78 2 726 −3,68
2026-04-15 13F 21 West Wealth Management LLC 42 394 −2,36 2 511 −0,16
2026-04-30 13F Stablepoint Partners, LLC 6 424 −0,96 380 1,33
2026-04-27 13F Kelman-Lazarov, Inc. 28 125 −4,26 1 666 −2,12
2026-05-13 13F SRS Capital Advisors, Inc. 873 −2,46 52 0,00
2026-05-15 13F Vista Investment Management 78 735 −3,49 4 663 −1,31
2026-04-03 13F Waller Financial Planning Group, Inc 169 007 −14,87 10 009 −12,94
2026-05-05 13F HighTower Advisors, LLC 1 996 959 −0,93 118 260 1,31
2026-04-10 13F Charles Schwab Trust Co 0 −100,00 0
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-14 13F Ieq Capital, Llc 10 786 −0,11 639 2,08
2026-04-28 13F Belpointe Asset Management LLC 26 329 −5,92 1 559 −3,77
2026-04-17 13F/A Founders Financial Securities Llc 6 478 −3,94 401 2,82
2026-04-15 13F Norden Group Llc 3 781 −2,43 224 −0,45
2026-04-16 13F Financial Management Network Inc 15 062 −6,11 933 −0,85
2026-04-13 13F Garrett Investment Advisors LLC 169 421 −0,26 10 033 2,00
2026-05-13 13F Ameritas Investment Partners, Inc. 0 −100,00 0
2026-05-13 13F Capital CS Group, LLC 0 −100,00 0
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2026-05-15 13F Strive Financial Group ,LLC 1 292 −1,52 77 2,67
2026-04-24 13F Charter Oak Capital Management, LLC 10 320 −0,45 611 1,83
2026-04-16 13F Warren Street Wealth Advisors, LLC 168 642 −2,03 9 987 0,19
2026-02-17 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 167 116 −11,46 10 −10,00
2026-05-07 13F Tidemark, LLC 14 513 −2,40 859 −0,23
2026-04-20 13F Balance Wealth, LLC 12 501 −58,44 740 −57,50
2026-05-15 13F Ascent Group, LLC 12 000 −3,32 711 −1,11
2026-04-09 13F Pinkerton Retirement Specialists, LLC 106 823 −8,71 6 186 −8,71
2026-02-04 13F Clark Wealth Partners 0 −100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 0 −100,00 0
2026-02-05 13F Blume Capital Management, Inc. 0 −100,00 0
2026-05-12 13F Asset One Wealth Management LLC 21 569 −1,77 1 379 3,37
2026-05-12 13F Anfield Capital Management, LLC 11 854 −0,04 702 2,19
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 0 −100,00 0
2026-05-22 13F Wellington Grp LLC 0 −100,00 0
2026-05-09 13F MSH Capital Advisors LLC 3 880 −1,05 230 0,88
2026-01-12 13F Focus Financial Network, Inc. 0 −100,00 0
2026-05-01 13F Kraft, Davis & Associates, LLC 3 431 −86,88 219 −86,30
2026-04-24 13F Saxony Capital Management, LLC 17 222 −14,51 1 020 −12,61
2026-01-30 13F Activest Wealth Management 0 −100,00 0
2026-04-29 13F Northwest Wealth Advisors, LLC 19 992 −2,32 1 184 −0,17
2026-04-08 13F KWB Wealth 122 356 −0,25 7 086 −0,25
2026-05-15 13F National Philanthropic Trust 0 −100,00 0 −100,00
2026-02-04 13F Biltmore Family Office, LLC 0 −100,00 0
2026-04-23 13F Fairway Wealth LLC 0 −100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 16 129 −1,78 955 0,42
2026-04-07 13F Deane Retirement Strategies, Inc. 0 −100,00 0
2026-04-13 13F IFP Advisors, Inc 48 079 −17,98 2 847 −16,12
2026-04-13 13F Professional Financial Advisors, LLC 0 −100,00 0
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