SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF - Institutionellt ägande - Säljare

SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
US ˙ ARCA ˙ US78464A8053

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
(%)
2025-07-28 13F RFG Advisory, LLC 470 079 −68,32 35 204 −65,11
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 14 919 −11,44 1 117 −2,45
2025-08-13 13F Legacy Capital Wealth Partners, LLC 11 536 −41,01 864 −35,11
2025-07-09 13F Seaside Wealth Management, Inc. 23 021 −0,86 1 724 9,18
2025-07-30 13F Fingerlakes Wealth Management, Inc. 30 612 −1,40 2 293 8,57
2025-07-18 13F Broadway Wealth Solutions, Inc. 4 501 −3,58 337 6,31
2025-08-19 13F Asset Dedication, LLC 18 970 −1,27 1 421 8,73
2025-07-28 13F Tlwm 13 488 −0,62 1 010 9,43
2025-08-14 13F Mpwm Advisory Solutions, Llc 195 523 −2,10 14 643 7,80
2025-08-14 13F Vista Investment Management 6 593 −26,83 494 −19,44
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-07 13F RDA Financial Network 6 116 −0,16 458 10,10
2025-05-12 13F CFS Investment Advisory Services, LLC 0 −100,00 0
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 0 −100,00 0
2025-07-23 13F Foresight Capital Management Advisors, Inc. 4 897 −16,32 367 −7,81
2025-07-22 13F Iron Horse Wealth Management, LLC 748 −1,58 56 9,80
2025-08-04 13F Flagship Harbor Advisors, Llc 76 068 −1,06 5 697 8,95
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-24 13F Comprehensive Money Management Services LLC 16 436 −0,87 1 231 9,14
2025-08-14 13F Treasure Coast Financial Planning 454 103 −4,53 34 008 5,13
2025-08-07 13F Apeiron RIA LLC 55 564 −1,05 4 161 8,96
2025-07-07 13F Peterson Wealth Advisors, LLC 57 599 −5,33 4 314 15,48
2025-08-08 13F Austin Wealth Management, LLC 60 738 −8,02 4 647 5,93
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 0 −100,00 0
2025-07-17 13F Raleigh Capital Management Inc. 5 817 −12,61 436 −3,76
2025-07-24 13F JNBA Financial Advisors 2 489 −2,89 186 6,90
2025-08-13 13F Raab & Moskowitz Asset Management LLC 30 618 −2,26 2 293 7,61
2025-05-15 13F Moneta Group Investment Advisors Llc 0 −100,00 0
2025-07-31 13F LJI Wealth Management, LLC 20 188 −23,64 1 512 −15,96
2025-08-07 13F Compass Financial Group, Inc. 43 920 −1,67 3 289 8,30
2025-08-15 13F WFA of San Diego, LLC 3 234 −56,46 242 −53,46
2025-07-18 13F SigFig Wealth Management, LLC 325 115 −4,81 24 231 10,94
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 6 141 −31,77 460 −25,00
2025-08-05 13F GPS Wealth Strategies Group, LLC 4 803 −1,05 360 8,79
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-04-30 13F Hunter Associates Investment Management Llc 0 −100,00 0
2025-08-01 13F Zhang Financial LLC 254 896 −4,37 19 089 5,31
2025-07-29 13F Stratos Wealth Advisors, LLC 7 945 −17,43 595 −9,02
2025-07-15 13F World Equity Group, Inc. 4 097 −25,24 307 −17,74
2025-07-21 13F Ameritas Advisory Services, LLC 5 015 −29,64 376 −24,70
2025-08-04 13F Atria Investments Llc 98 980 −8,71 7 413 0,52
2025-08-06 13F Modera Wealth Management, LLC 29 625 −0,97 2 219 9,05
2025-07-25 13F Sequoia Financial Advisors, LLC 41 928 −7,00 3 140 2,41
2025-07-17 13F HB Wealth Management, LLC 0 −100,00 0
2025-08-15 13F Manhattan West Asset Management, LLC 9 233 −5,01 691 4,54
2025-07-09 13F Breakwater Investment Management 94 513 −4,84 7 078 4,78
2025-07-09 13F Praetorian Wealth Management, Inc. 54 450 −0,21 4 078 9,86
2025-07-08 13F Richard P Slaughter Associates Inc 4 167 −29,43 312 −22,19
2025-07-25 13F Atria Wealth Solutions, Inc. 23 194 −4,76 1 737 4,83
2025-07-09 13F Beacon Financial Group 136 146 −0,12 10 196 9,99
2025-07-18 13F Truist Financial Corp 102 689 −1,11 7 690 8,89
2025-08-12 13F Ameritas Investment Partners, Inc. 10 355 −2,03 775 7,94
2025-08-13 13F Nicolet Advisory Services, Llc 21 237 −3,16 1 600 14,54
2025-08-13 13F Baird Financial Group, Inc. 0 −100,00 0 −100,00
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-07-16 13F Twelve Points Wealth Management LLC 7 925 −1,25 594 8,81
2025-07-17 13F Greenleaf Trust 50 465 −12,93 3 779 −4,11
2025-05-15 13F/A Orion Portfolio Solutions, LLC 42 774 −3,81 2 909 −8,41
2025-08-07 13F Howard Bailey Securities, Llc 6 174 −12,50 462 −3,55
2025-07-21 13F AIFG Consultants Ltd. 9 750 −79,82 730 −77,78
2025-07-24 13F IFP Advisors, Inc 4 417 −1,56 331 8,20
2025-08-04 13F Balentine LLC 150 742 −2,53 11 289 7,33
2025-08-05 13F Claro Advisors LLC 32 470 −1,67 2 432 8,29
2025-08-01 13F Equita Financial Network, Inc. 30 296 −27,81 2 269 −20,53
2025-08-14 13F Harwood Advisory Group, LLC 30 −26,83 2 0,00
2025-07-31 13F Moloney Securities Asset Management, LLC 211 960 −0,21 15 874 9,88
2025-08-11 13F TRUE Private Wealth Advisors 3 252 −7,35 244 2,10
2025-08-14 13F TCG Advisory Services, LLC 4 845 −1,16 363 8,71
2025-08-12 13F Journey Strategic Wealth Llc 5 052 −40,90 378 −34,94
2025-07-15 13F Burns Matteson Capital Management, LLC 9 046 −11,45 677 −2,45
2025-08-14 13F Peapack Gladstone Financial Corp 3 290 −1,50 0
2025-08-13 13F Strategic Financial Planning, Inc. 33 433 −0,05 2 504 10,07
2025-07-14 13F Park Avenue Securities Llc 431 593 −3,53 32 6,67
2025-05-13 13F BKD Wealth Advisors, LLC 0 −100,00 0
2025-08-06 13F SNS Financial Group, LLC 6 480 −3,67 485 6,13
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-12 13F Solano Wealth Investment Advisors LLC 43 499 −76,31 3 258 −73,92
2025-08-05 13F BEAM Asset Management, LLC 65 165 −0,68 4 880 9,37
2025-08-06 13F Wedbush Securities Inc 11 804 −1,08 1
2025-07-28 13F Harbour Investments, Inc. 56 239 −2,51 4 212 7,34
2025-08-08 13F Advyzon Investment Management, LLC 14 360 −3,32 1 075 6,44
2025-08-13 13F Keystone Financial Group 5 780 −2,48 433 7,20
2025-07-15 13F Garrett Investment Advisors LLC 59 797 −0,86 4 478 9,19
2025-07-29 13F Angeles Wealth Management, Llc 0 −100,00 0
2025-07-23 13F Ignite Planners, LLC 0 −100,00 0
2025-07-09 13F VisionPoint Advisory Group, LLC 237 450 −20,11 17 783 −12,03
2025-08-13 13F Victory Financial Group, Llc 2 953 −21,15 221 −12,99
2025-07-16 13F Perigon Wealth Management, LLC 23 238 −1,60 1 740 8,34
2025-05-12 13F Cahill Wealth Management, LLC 26 335 −0,87 1 791 −5,59
2025-07-22 13F Belpointe Asset Management LLC 9 674 −19,84 725 −11,71
2025-08-08 13F Financial Gravity Companies, Inc. 30 240 −3,60 2 265 1,07
2025-07-17 13F One Wealth Advisors, LLC 3 596 −1,72 269 8,47
2025-08-11 13F Slagle Financial, LLC 16 205 −75,21 1 214 −72,72
2025-08-13 13F Virtue Capital Management, LLC 21 484 −16,34 1 609 −7,85
2025-07-18 13F Astor Investment Management LLC 284 750 −9,62 21 325 −0,49
2025-08-12 13F Franklin Resources Inc 12 454 −0,01 933 10,04
2025-07-31 13F Trademark Financial Management, LLC 3 623 −2,87 271 7,11
2025-08-14 13F Ameriprise Financial Inc 1 374 427 −3,56 102 837 6,19
2025-07-23 13F Roundview Capital LLC 76 156 −3,82 5 703 5,92
2025-07-18 13F Pure Financial Advisors, Inc. 223 257 −3,37 16 720 6,40
2025-08-05 13F Oakwell Private Wealth Management, LLC 24 974 −0,46 1 870 9,61
2025-07-25 13F Concurrent Investment Advisors, LLC 4 405 −1,32 330 8,58
2025-08-06 13F Legacy Investment Solutions, LLC 54 −78,74 4 −77,78
2025-08-11 13F Morling Financial Advisors, LLC 20 534 −0,39 1 538 9,71
2025-04-25 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-07 13F Winch Advisory Services, LLC 581 248 −0,51 43 530 9,55
2025-07-21 13F Investment Planning Advisors, Inc. 41 241 −76,61 3 089 −74,25
2025-08-13 13F Cary Street Partners Financial Llc 82 359 −1,95 6 168 7,97
2025-08-19 13F Advisory Services Network, LLC 58 769 −1,34 4 496 10,98
2025-07-21 13F Matauro, Llc 26 203 −12,49 1 962 −3,63
2025-08-04 13F Spire Wealth Management 567 −19,80 42 −12,50
2025-08-11 13F Root Financial Partners, LLC 16 137 −3,70 1 208 6,06
2025-07-11 13F Rockwood Wealth Management, LLC 6 979 −3,42 523 6,31
2025-08-14 13F Stifel Financial Corp 17 287 −2,27 1 295 7,65
2025-08-14 13F Two Sigma Investments, Lp 139 300 −14,01 10 432 −5,31
2025-07-17 13F KWB Wealth 53 211 −13,59 3 619 −17,74
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-08-20 13F/A Coppell Advisory Solutions LLC 9 970 −8,11 743 1,78
2025-08-11 13F TD Waterhouse Canada Inc. 22 −8,33 2 0,00
2025-08-14 13F Legacy Advisory Services, LLC 29 332 −9,79 2 197 −0,68
2025-07-08 13F Parallel Advisors, LLC 249 215 −3,97 18 664 5,74
2025-08-11 13F PAX Financial Group, LLC 88 357 −12,52 6 617 −3,67
2025-07-22 13F Wealthcare Capital Partners, LLC 20 521 −4,94 1 537 4,63
2025-08-01 13F Penobscot Wealth Management 13 956 −2,58 1 045 7,29
2025-07-30 13F Brookstone Capital Management 8 341 −25,05 625 −17,46
2025-07-09 13F Triumph Capital Management 4 812 −5,24 360 4,35
2025-05-14 13F Congress Wealth Management LLC / DE / 0 −100,00 0
2025-07-25 13F Priebe Wealth Holdings LLC 17 655 −6,59 1 322 2,88
2025-07-14 13F Sentinel Pension Advisors Inc 163 400 −5,02 12 237 4,60
2025-07-14 13F Acropolis Investment Management, LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 105 733 −10,33 7 918 −1,25
2025-07-21 13F Portfolio Strategies, Inc. 319 552 −14,83 23 911 −6,30
2025-08-13 13F Rinkey Investments 378 037 −1,46 28 311 8,50
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 2 879 644 −4,69 215 657 4,95
2025-07-30 13F BCK Partners, Inc. 5 039 −7,20 377 2,17
2025-08-07 13F 1620 Investment Advisors, Inc. 55 −35,29 4 −20,00
2025-07-02 13F Boston Standard Wealth Management, LLC 341 551 −5,38 25 579 6,80
2025-08-14 13F Warren Averett Asset Management, LLC 349 454 −0,51 26 171 9,55
2025-07-22 13F Alta Wealth Advisors LLC 20 067 −0,26 1 503 9,80
2025-07-15 13F Sightline Wealth Advisors, LLC 5 590 −0,99 419 8,85
2025-07-25 13F Johnson Investment Counsel Inc 0 −100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4 736 −11,26 355 −2,75
2025-08-14 13F Modern Wealth Management, LLC 1 598 745 −5,65 119 730 3,89
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-07-24 13F Blair William & Co/il 1 913 −9,59 143 0,00
2025-07-02 13F Central Pacific Bank - Trust Division 0 −100,00 0
2025-07-02 13F Helen Stephens Group, LLC 3 503 −0,37 262 9,62
2025-08-18 13F Front Row Advisors LLC 0 −100,00 0
2025-08-11 13F Goodman Financial Corp 5 336 −4,12 400 5,56
2025-08-05 13F Telos Capital Management, Inc. 19 064 −0,84 1 428 9,18
2025-07-16 13F RWM Asset Management, LLC 7 833 −1,38 587 8,52
2025-08-15 13F Morgan Stanley 1 321 692 −10,47 98 982 −1,41
2025-07-15 13F Financial Management Professionals, Inc. 0 −100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 17 137 −1,66 1 283 8,27
2025-07-15 13F Focused Wealth Management, Inc 3 931 −2,36 294 7,69
2025-08-05 13F Sunburst Financial Group, LLC 20 894 −0,22 1 565 9,83
2025-07-15 13F Brewster Financial Planning LLC 3 821 −2,77 286 7,12
2025-07-23 13F Broderick Brian C 24 900 −0,40 1 865 9,65
2025-07-24 13F Jfs Wealth Advisors, Llc 23 854 −0,39 1 786 9,71
2025-07-22 13F Merit Financial Group, LLC 26 426 −1,56 1 979 8,44
2025-04-29 13F Callan Capital, LLC 281 017 −3,51 19 112 −8,13
2025-08-08 13F Westwood Holdings Group Inc 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 21 496 −7,26 1 610 2,09
2025-07-22 13F Compass Financial Group, INC/SD 254 592 −1,73 19 066 8,21
2025-08-11 13F Outlook Wealth Advisors, LLC 5 043 −3,09 378 6,80
2025-07-21 13F Keystone Financial Group, Inc. 14 549 −12,35 1 107 −1,86
2025-08-11 13F United Capital Financial Advisers, Llc 120 213 −12,65 9 003 −3,82
2025-07-02 13F Waller Financial Planning Group, Inc 15 693 −7,00 1 175 2,44
2025-08-08 13F Fusion Capital, LLC 6 111 −0,75 458 9,33
2025-08-06 13F Commonwealth Equity Services, Llc 195 186 −1,94 15 7,69
2025-07-11 13F Ridgeline Wealth, LLC 5 537 −46,86 415 −41,53
2025-07-14 13F Legacy Capital Group California, Inc. 72 716 −5,74 5 446 3,79
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 57 278 −9,64 4 290 −0,51
2025-08-12 13F Gladstone Institutional Advisory LLC 6 363 −7,90 477 1,49
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-01 13F Legacy Wealth Management, LLC / MS 3 969 −46,45 297 −41,07
2025-08-13 13F Northwestern Mutual Wealth Management Co 44 296 −1,48 3 317 8,51
2025-08-11 13F Intrepid Financial Planning Group LLC 5 844 −2,50 438 7,37
2025-08-14 13F Principia Wealth Advisory, LLC 163 049 −10,42 12 210 1,61
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-08-04 13F L.m. Kohn & Company 0 −100,00 0
2025-07-30 13F Syntegra Private Wealth Group, LLC 1 547 892 −2,53 115 922 7,32
2025-08-14 13F Susquehanna International Group, Llp 30 745 −59,52 2 302 −55,43
2025-07-15 13F Colonial River Wealth Management, LLC 7 790 −11,19 592 −0,84
2025-08-13 13F Wrenne Financial Planning LLC 24 820 −1,72 1 859 8,21
2025-08-06 13F Capasso Planning Partners LLC 176 268 −31,53 13 201 −24,61
2025-07-23 13F Values Added Financial LLC 69 993 −0,76 5 242 9,28
2025-08-01 13F Envestnet Asset Management Inc 1 916 040 −19,65 143 492 −11,53
2025-07-25 13F Iron Financial, LLC 131 545 −0,99 9 851 9,02
2025-08-07 13F AllGen Financial Advisors, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Put 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 9 397 −10,38 704 −1,40
2025-08-06 13F AE Wealth Management LLC 49 962 −52,31 3 742 −47,49
2025-07-16 13F Falcon Wealth Planning 4 865 −7,37 364 1,96
2025-08-11 13F Principal Securities, Inc. 198 −13,91 15 −12,50
2025-07-30 13F Journey Advisory Group, LLC 52 683 −8,67 3 945 0,59
2025-07-30 13F Strategic Blueprint, LLC 19 556 −0,21 1 465 9,91
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-07-24 13F Eastern Bank 0 −100,00 0
2025-08-08 13F POM Investment Strategies, LLC 0 −100,00 0
2025-04-22 13F Spectrum Planning & Advisory Services Inc. 0 −100,00 0
2025-08-11 13F Tidemark, LLC 1 545 −12,22 116 −3,36
2025-08-11 13F HighTower Advisors, LLC 68 000 −0,93 5 093 9,08
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 139 −27,98 10 −23,08
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-15 13F Blue Edge Capital, LLC 16 637 −11,53 1 246 −2,66
2025-07-15 13F Graypoint LLC 48 475 −5,03 3 630 4,58
2025-08-05 13F Sigma Planning Corp 6 759 −72,46 506 −69,68
2025-07-17 13F G&S Capital LLC 152 376 −0,55 11 411 9,51
2025-08-05 13F Financial Sense Advisors, Inc. 35 205 −1,77 2 636 8,17
2025-07-25 13F Orca Investment Management, LLC 29 101 −20,60 2 179 −12,56
2025-07-28 13F Axxcess Wealth Management, Llc 27 259 −0,34 2 041 9,73
2025-08-08 13F Jacksonville Wealth Management, LLC 30 545 −37,79 2 287 −31,51
2025-08-12 13F Quadcap Wealth Management, LLC 4 823 −11,05 361 −1,90
2025-08-12 13F BlackRock, Inc. 16 965 −24,26 1 271 −16,61
2025-07-18 13F Trilogy Capital Inc. 22 205 −21,16 1 663 −13,21
2025-07-30 13F Darrow Company, Inc. 9 934 −9,18 744 0,00
2025-08-11 13F Retirement Capital Strategies 139 740 −18,59 10 465 −10,35
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 59 892 −32,87 4 485 −26,08
2025-08-18 13F N.E.W. Advisory Services LLC 405 132 −14,37 30 340 −5,71
2025-08-14 13F CoreCap Advisors, LLC 8 534 −14,69 639 −6,03
2025-07-24 13F Reuter James Wealth Management, Llc 6 407 −37,24 480 −30,98
2025-08-12 13F Jacobi Capital Management LLC 340 738 −12,03 25 518 −3,14
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-24 13F Freedom Day Solutions, LLC 126 726 −14,06 9 491 −5,36
2025-07-16 13F Vestia Personal Wealth Advisors 6 166 −6,09 462 3,36
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 21 911 −3,25 1 641 6,49
2025-07-08 13F Legacy Private Trust Co. 1 108 787 −10,72 83 037 −1,68
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-08-11 13F FSA Wealth Management LLC 19 734 −0,11 1 478 9,98
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0 −100,00
2025-08-13 13F Capital Analysts, Inc. 106 657 −37,05 8 −36,36
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-12 13F LPL Financial LLC 8 123 840 −0,57 608 394 9,49
2025-07-23 13F Kingswood Wealth Advisors, Llc 5 748 −0,62 430 9,41
2025-07-08 13F Gradient Investments LLC 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 4 595 −21,65 344 −13,57
2025-08-13 13F GM Advisory Group, Inc. 433 504 −1,08 32 465 8,93
2025-05-08 13F Wrapmanager Inc 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 30 717 −9,89 2 089 −7,69
2025-08-07 13F Resources Investment Advisors, LLC. 42 875 −24,93 3 211 −17,35
2025-08-14 13F Royal Bank Of Canada 291 570 −22,28 21 836 −14,42
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 6 546 −51,47 490 −46,56
2025-08-04 13F Arkadios Wealth Advisors 9 584 −1,22 718 8,80
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-15 13F Nikulski Financial, Inc. 13 290 −9,27 995 −0,10
2025-08-14 13F Quantinno Capital Management LP 5 111 −3,58 383 6,11
2025-07-29 13F Goldstein Advisors, LLC 11 809 −0,65 884 9,41
2025-08-27 13F/A Brinker Capital Investments, LLC 3 500 −91,82 262 −90,99
2025-07-22 13F DAVENPORT & Co LLC 11 095 −2,59 831 7,24
2025-07-11 13F Annex Advisory Services, LLC 254 583 −3,79 19 066 5,94
2025-08-06 13F Savant Capital, LLC 81 234 −1,16 6 084 8,84
2025-04-23 13F Bessemer Group Inc 0 −100,00 0
2025-08-08 13F Royal Harbor Partners, LLC 237 781 −3,88 17 807 5,84
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-14 13F Financial Enhancement Group LLC 29 557 −9,70 2 237 6,68
2025-07-18 13F Dogwood Wealth Management LLC 35 886 −7,41 2 701 2,50
2025-08-15 13F Kestra Advisory Services, LLC 46 547 −1,98 3 486 7,93
2025-08-06 13F Cannon Financial Strategists, Inc. 87 290 −30,56 6 537 −23,53
2025-07-31 13F Sentinel Trust Co Lba 18 957 −10,85 1 0,00
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-16 13F Lloyd Advisory Services, LLC. 5 340 −7,23 400 2,05
2025-07-07 13F Investors Research Corp 144 102 −2,09 10 792 7,81
2025-07-08 13F Arlington Trust Co LLC 10 381 −6,18 777 3,32
2025-04-11 13F Congress Asset Management Co /ma 0 −100,00 0
2025-08-01 13F Facet Wealth, Inc. 192 720 −3,55 14 745 7,79
2025-08-13 13F Continuum Advisory, LLC 13 538 −0,21 1 014 9,87
2025-08-14 13F Comerica Bank 7 519 −4,90 563 4,84
2025-07-17 13F Johnson Bixby & Associates, LLC 4 265 −11,29 319 −2,15
2025-08-08 13F Intrua Financial, LLC 10 376 −1,66 777 8,37
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-30 13F Patten Group, Inc. 6 649 −9,39 498 −0,40
2025-07-29 13F Koshinski Asset Management, Inc. 9 664 −8,73 724 0,42
2025-08-15 13F First Heartland Consultants, Inc. 4 323 −21,68 324 −13,87
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 627 866 −0,33 47 11,90
2025-08-13 13F EverSource Wealth Advisors, LLC 10 257 −6,98 768 2,54
2025-07-25 13F Northwest Capital Management Inc 300 −82,75 22 −81,36
2025-08-14 13F MGB Wealth Management, LLC 500 −73,47 37 −70,87
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 23 455 −3,90 1 757 5,85
2025-07-15 13F RVW Wealth, LLC 312 454 −68,63 23 400 −65,46
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-07-22 13F Berger Financial Group, Inc 9 513 −0,19 712 9,88
2025-07-18 13F Wiser Wealth Management, Inc 7 457 −7,22 558 2,20
2025-09-09 13F Cambridge Financial Group, LLC 13 940 −0,24 1 044 9,79
2025-05-13 13F Thrivent Financial For Lutherans 0 −100,00 0
2025-07-02 13F Lvm Capital Management Ltd/mi 60 298 −1,03 5 0,00
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-05 13F Flynn Zito Capital Management, Llc 5 982 −10,88 448 −1,97
2025-07-21 13F Quent Capital, LLC 31 050 −2,06 2 325 7,84
2025-08-12 13F Sfmg, Llc 31 434 −4,12 2 354 5,61
2025-07-29 13F Private Trust Co Na 14 314 −9,99 1 072 −0,93
2025-08-01 13F Ashton Thomas Private Wealth, LLC 84 183 −6,59 6 304 2,87
2025-07-15 13F FMA Wealth Management, LLC 20 049 −0,21 1 501 3,45
2025-05-12 13F Meridian Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-29 13F Altus Wealth Group LLC 35 357 −2,95 2 648 6,86
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-05-08 13F SPC Financial, Inc. 0 −100,00 0
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 16 878 −0,59 1 264 9,45
2025-08-15 13F Captrust Financial Advisors 67 545 −14,57 5 058 −5,93
2025-08-14 13F Citadel Advisors Llc Call 4 500 −4,26 337 5,64
2025-08-04 13F WNY Asset Management, LLC 10 269 −7,30 769 2,12
2025-08-12 13F Change Path, LLC 18 738 −7,44 1 403 1,96
2025-08-13 13F Transce3nd, LLC 9 −40,00 1 −100,00
2025-07-28 13F WJ Wealth Management, LLC 4 444 −4,84 333 4,73
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-14 13F Dagco, Inc. 60 206 −9,84 4 509 −0,73
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 27 441 −1,89 2 055 8,04
2025-08-08 13F Hartland & Co., LLC 4 894 −64,86 367 −61,35
2025-08-14 13F Clark Capital Management Group, Inc. 14 062 −16,76 1 053 −8,28
2025-07-29 13F Kelman-Lazarov, Inc. 6 161 −0,84 461 9,24
2025-08-05 13F Freestone Capital Holdings, LLC 5 289 −16,01 396 −7,48
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