Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF inkluderer RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, MidWestOne Financial Group, Inc., Core Wealth Partners LLC, Milestone Asset Management, Llc, Astoria Portfolio Advisors LLC., Main Street Financial Solutions, LLC, Hutchinson Financial Advisors, INC, Mill Capital Management, LLC, Vise Technologies, Inc., True Vision MN LLC, Silverlake Wealth Management Llc, Retirement Income Solutions, Inc, Tribridge Partners Financial LLC, Buck Wealth Strategies, LLC, Concurrent Investment Advisors, LLC, Maripau Wealth Management Llc, Goelzer Investment Management, Inc., Crewe Advisors LLC, Legacy Investment Solutions, LLC, og Legacy Wealth Managment, LLC/ID .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 485 171 | 3,10 | 12 420 | 3,34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 701 | 44 | ||||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 55 378 | 1,37 | 1 418 | 1,58 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 10 751 | 1,01 | 273 | 1,87 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 201 640 | 12,90 | 5 162 | 13,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 271 | 113,26 | 33 | 113,33 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 20 795 | 532 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 30 | 15,38 | 1 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 23 594 | 0,21 | 604 | 0,50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 54 919 | 1,03 | 1 406 | 1,22 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 237 976 | 8,33 | 6 092 | 8,59 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 626 788 | 334,51 | 16 046 | 335,53 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 258 307 | 143,87 | 6 613 | 144,44 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 634 914 | 7,57 | 323 454 | 7,83 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 91 257 | 1,85 | 2 336 | 2,10 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 16 054 | 411 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 4 524 | 116 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 126 593 | 30,06 | 3 241 | 30,38 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 791 983 | 2,42 | 20 275 | 2,65 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 484 543 | 6,56 | 12 361 | 1,56 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 226 536 | 820,84 | 5 799 | 823,41 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 189 378 | 10,18 | 4 848 | 10,43 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 223 | 3,42 | 1 593 | 3,65 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 25 713 | 658 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 341 628 | 3,42 | 8 746 | 3,65 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 84 564 | 31,19 | 2 165 | 31,47 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 436 425 | 70,75 | 36 772 | 71,15 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 59 285 | 120,98 | 1 512 | 120,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 524 494 | 8,74 | 13 427 | 8,99 | ||||
| 2025-07-18 | 13F | Vicus Capital | 18 381 | 0,03 | 471 | 0,21 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 300 000 | 7 680 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 53 379 | 5,64 | 1 366 | 6,64 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 9 952 | 6,80 | 255 | 8,55 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 11 | −72,97 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 680 676 | 0,95 | 17 425 | 1,19 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 13 | 62,50 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 169 | 9,74 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 86 164 | 91,03 | 2 206 | 91,41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 533 231 | 5,76 | 269 651 | 6,01 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 230 314 | 33,88 | 5 896 | 34,21 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 573 602 | 0,36 | 14 684 | 0,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 813 | 123 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 193 218 | 8,03 | 4 935 | 10,41 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 110 667 | 8,15 | 2 833 | 8,42 | ||||
| 2025-08-04 | 13F | Balentine LLC | 19 143 | 1,67 | 490 | 2,08 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 1 124 585 | 30,97 | 28 789 | 31,28 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 84 269 | 9,69 | 2 157 | 9,94 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 930 582 | 0,85 | 23 823 | 1,08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 336 417 | 20,59 | 8 612 | 20,87 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 262 018 | 0,80 | 6 708 | 1,04 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 32 330 | 1,01 | 828 | 1,22 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 143 297 | 19,26 | 3 668 | 19,56 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 15 176 | 3,01 | 389 | 3,19 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 117 392 | 104,58 | 3 005 | 105,12 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 130 704 | 1 383,25 | 3 346 | 1 387,11 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 58 032 | 1 471 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 283 754 | 10,25 | 7 264 | 10,51 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 1 021 528 | 3,82 | 26 151 | 4,06 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 67 302 | 27,82 | 1 723 | 28,13 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 245 931 | 1,24 | 6 296 | 1,47 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 8 724 193 | 31,16 | 223 339 | 31,46 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 151 461 | 336,26 | 3 877 | 337,58 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 79 582 | 0,86 | 2 030 | 0,94 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 1 386 530 | 0,91 | 35 495 | 1,15 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 169 268 | 268,79 | 4 333 | 269,71 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 329 | 89,35 | 60 | 90,32 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 23 275 | 14,72 | 590 | 16,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 78 865 | 117,57 | 2 019 | 118,16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 103 217 | 65,60 | 2 642 | 66,06 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 155 887 | 2,24 | 3 991 | 2,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 741 499 | 45 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8 945 | 1 447,58 | 229 | 1 528,57 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 30 218 | 8,38 | 774 | 8,57 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 201 092 | 0,49 | 5 148 | 0,72 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 262 413 | 4,81 | 6 718 | 5,05 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14 704 | 78,32 | 376 | 79,05 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 4 279 | 6,95 | 110 | 6,86 | ||||
| 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 | 1 671 132 | 74,87 | 42 781 | 75,28 | ||||
| 2025-08-14 | 13F | Betterment LLC | 20 009 | 3,10 | 1 | |||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 18 861 | 40,96 | 483 | 41,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 285 967 | 15,19 | 109 709 | 15,45 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 345 144 | 4,62 | 8 836 | 4,87 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 164 439 | 29,22 | 4 210 | 29,51 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 963 765 | 0,79 | 75 872 | 1,03 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 237 555 | 805,63 | 6 081 | 808,97 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 17 411 | 446 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 113 900 | 0,58 | 2 916 | 0,80 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 261 | 237 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 42 162 | 0,96 | 1 079 | 1,22 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 500 122 | 8,09 | 12 803 | 8,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 000 | 26 | ||||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 298 843 | 0,95 | 7 650 | 1,19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 205 323 | 15,63 | 5 256 | 15,90 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 28 694 | 15,05 | 735 | 15,41 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 10 227 | 0,72 | 262 | 0,77 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 249 732 | 46,74 | 6 393 | 50,35 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 32 204 | 242,16 | 824 | 243,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 105 | 3 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 11 380 | 291 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 385 485 | 7,27 | 61 068 | 7,52 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 615 119 | 0,31 | 15 747 | 0,56 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 661 917 | 2,78 | 16 917 | 2,45 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 463 350 | 11 839 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 56 811 | 16,19 | 1 454 | 16,51 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 057 243 | 3,17 | 27 065 | 3,41 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 309 269 | 8,89 | 7 917 | 9,15 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1 070 531 | 0,93 | 27 406 | 1,17 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28 317 | 725 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 274 599 | 2,69 | 6 945 | 1,37 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 577 881 | 3,51 | 14 794 | 3,75 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 277 | 3,13 | 361 | 3,44 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 26 056 | 4,83 | 667 | 5,21 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 841 986 | 2,22 | 72 755 | 2,46 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 451 671 | 28,97 | 11 563 | 29,27 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 113 772 | 3,73 | 2 913 | 3,96 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 1 469 560 | 13,28 | 37 621 | 13,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 906 479 | 7,69 | 48 806 | 7,95 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 89 943 | 2 303 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 38 312 | 2,44 | 981 | 2,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 616 132 | 3,00 | 41 373 | 3,24 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 14 523 | 372 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2 024 | 18,71 | 52 | 18,60 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 129 152 | 167,04 | 3 306 | 167,69 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 25 204 | 6,25 | 645 | 6,61 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 9 832 | 252 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 50 445 | 72,91 | 1 287 | 72,62 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15 602 | 21,49 | 399 | 22,02 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 54 898 | 159,33 | 1 405 | 160,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 77 872 | 2,93 | 1 994 | 3,16 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8 041 | 0,97 | 206 | 0,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 31 736 | 6,26 | 806 | 6,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 360 | 0,09 | 265 | 0,38 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 325 786 | 1,25 | 8 340 | 1,48 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 120 565 | 37,62 | 3 086 | 37,95 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 067 | 36,98 | 79 | 39,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 179 029 | 0,63 | 30 183 | 0,87 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13 401 | 0 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 63 307 | 209,63 | 1 621 | 210,34 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 7 918 | 203 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 812 905 | 5,47 | 20 810 | 5,72 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 091 | 21,00 | 258 | 21,13 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 84 106 | 0,00 | 2 153 | 0,23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 44 347 | 256,11 | 1 135 | 256,92 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 619 | 575,36 | 144 | 580,95 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 53 308 | 0,97 | 1 365 | 1,19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 170 | 0,73 | 209 | 0,48 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 115 359 | 140,93 | 2 953 | 141,65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 555 | 0,99 | 65 | 1,56 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 72 402 | 19,01 | 1 853 | 19,32 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 42 214 | 10,85 | 1 081 | 11,11 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 1 692 786 | 3,78 | 42 844 | 4,06 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 205 833 | 7,49 | 5 269 | 7,75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 910 897 | 4,13 | 23 319 | 4,37 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 136 392 | 443,89 | 3 492 | 445,47 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 342 644 | 0,30 | 8 772 | 0,54 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 962 947 | 2,70 | 50 251 | 2,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 725 | 7,04 | 428 | 7,27 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1 263 272 | 2,24 | 32 226 | 2,12 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 288 | 7 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 13 425 | 10,90 | 344 | 11,00 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 29 867 | 3,18 | 765 | 3,38 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 479 793 | 5,48 | 89 083 | 5,72 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 367 | 1,10 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 62 925 | 1 611 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 305 | 213 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 302 724 | 11,28 | 7 750 | 11,53 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66 166 | 0,28 | 1 694 | 0,71 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47 929 | 1 227 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13 166 | 337 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54 898 | 949,27 | 1 405 | 980,77 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 24 698 | 632 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 230 537 | 29,04 | 31 502 | 29,34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 237 344 | 241,80 | 6 | 500,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 105 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 473 977 | 20,95 | 12 134 | 21,23 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 25 407 | 650 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 18 639 | 3,74 | 476 | 6,25 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 611 | 0,99 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 304 336 | 4,29 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 097 073 | 4,95 | 28 | 7,69 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18 300 | 2,87 | 466 | 2,64 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 876 859 | 1,65 | 22 448 | 1,89 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 221 505 | 2,44 | 5 671 | 2,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 777 857 | 11,15 | 19 843 | 11,24 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 61 512 | 14,50 | 1 575 | 14,72 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 48 | 0 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 12 031 | 308 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 050 296 | 14,69 | 26 888 | 14,96 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 16 821 | 34,19 | 431 | 34,38 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 269 | 2,28 | 7 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 1 137 370 | 3,21 | 29 117 | 3,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 791 713 | 0,49 | 20 268 | 0,73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 228 002 | 271,26 | 5 837 | 272,19 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 348 150 | 9,99 | 8 913 | 10,24 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 27 308 | 8,45 | 699 | 8,71 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 536 | 0,71 | 270 | 0,75 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 178 424 | 1,41 | 4 568 | 1,65 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 837 816 | 64,22 | 21 214 | 64,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 89 044 | 113,38 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 82 658 | 25,76 | 2 116 | 26,10 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 999 565 | 2,81 | 76 789 | 3,05 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 9 866 | 3,37 | 253 | 3,70 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 65 380 | 61,78 | 1 674 | 62,11 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 649 560 | 1,02 | 42 229 | 1,26 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 625 | 6,21 | 246 | 7,89 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 434 268 | 0,67 | 11 117 | 0,91 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 278 | 1,09 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 695 021 | 3,32 | 94 593 | 3,56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 082 333 | 1,38 | 53 308 | 1,61 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 961 561 | 7,17 | 24 616 | 7,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 275 591 | 42,63 | 7 055 | 42,99 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 842 874 | 4,04 | 21 578 | 4,29 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 49 411 | 174,55 | 1 265 | 175,38 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 228 120 | 6,86 | 5 840 | 7,12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16 091 | 3,30 | 412 | 3,53 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 99 985 | 22,11 | 2 560 | 22,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17 087 709 | 7,10 | 437 | 7,37 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 8 710 | 0,88 | 223 | 0,91 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 10 247 | 0,76 | 259 | 0,00 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 77 192 | 1 976 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 1 223 344 | 9,96 | 31 318 | 10,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 385 171 | 81,77 | 61 060 | 82,20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 715 318 | 5,85 | 43 912 | 6,10 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 16 874 | 1,09 | 432 | 1,17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 32 455 | 15,61 | 831 | 15,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67 387 | 57,67 | 1 725 | 58,11 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 59 328 | 87,21 | 1 519 | 87,64 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 1 124 404 | 0,35 | 28 785 | 0,58 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 6 993 | 0,11 | 179 | 0,56 | ||||
| 2025-08-14 | 13F | State Street Corp | 23 633 736 | 103,69 | 605 024 | 104,17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 69 672 | 718,42 | 1 784 | 721,66 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 244 099 | 1,92 | 6 249 | 2,16 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 2 144 071 | 2,11 | 54 888 | 2,35 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 20 082 | 1,57 | 514 | 1,98 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 489 | 0,82 | 13 | 0,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 112 736 | 4,17 | 2 886 | 4,41 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 69 317 | 1,86 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 990 506 | 24,33 | 25 | 25,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 60 021 | 48,47 | 1 537 | 48,84 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1 085 553 | 12,99 | 28 | 12,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 32 174 | 14,05 | 824 | 14,31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110 878 | 2,51 | 2 838 | 2,75 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 84 280 | 5,42 | 2 158 | 5,68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 814 832 | 12,10 | 21 | 11,11 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 447 927 | 1,67 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 103 571 | 1,81 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 14 655 | 3,10 | 375 | 3,31 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 436 493 | 11 174 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 9 298 | 238 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 038 | 65,03 | 436 | 65,78 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 633 | 1,12 | 16 | 6,67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 138 | 187,50 | 4 | 200,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 867 808 | 4,08 | 73 416 | 4,32 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 87 149 | 453,15 | 2 231 | 454,98 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 1 114 303 | 37,01 | 28 526 | 37,34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 309 499 | 3,26 | 7 923 | 3,50 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 61 692 | 1,89 | 1 579 | 2,13 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 233 012 | 0,03 | 5 965 | 0,27 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 381 | 5,42 | 266 | 5,58 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 19 727 | 2,25 | 505 | 2,64 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 921 | 15,95 | 254 | 16,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 385 454 | 55,87 | 9 868 | 59,69 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 56 153 | 2,91 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 36 617 | 21,44 | 937 | 21,69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44 554 | 305,40 | 1 141 | 307,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 258 | 19,45 | 160 | 20,30 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 27 797 | 135,03 | 712 | 135,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 225 420 | 0,88 | 31 371 | 1,12 |
