Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i SPDR Series Trust - SPDR Portfolio High Yield Bond ETF inkluderer Grimes & Company, Inc., Principal Financial Group Inc, Bank Of Nova Scotia, SGHAX - DWS Global High Income Fund Class A, Little Harbor Advisors, LLC, RMIF - LHA Risk-Managed Income ETF, SG Americas Securities, LLC, Quadrature Capital Ltd, Cambria Investment Management, L.P., Empowered Funds, LLC, Prime Capital Investment Advisors, LLC, Martel Wealth Advisors Inc, AGGA - Astoria Dynamic Core US Fixed Income ETF, Dunhill Financial, LLC, Planwiser Financial, Llc, Tempus Wealth Planning, LLC, ERNZ - TrueShares Active Yield ETF, Good Steward Wealth Advisors,LLC, Anchor Pointe Wealth Management, LLC, og Mission Hills Financial Advisory, LLC .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 166 194 | 2,19 | 3 906 | 0,72 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 27 897 | 655 | ||||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 7 469 670 | 2,22 | 177 778 | 3,88 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14 370 | 19,85 | 342 | 22,14 | ||||
| 2025-07-28 | 13F | Toews Corp /adv | 987 300 | 23 498 | ||||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 252 500 | 6 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 218 046 | 27,73 | 5 189 | 29,82 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 151 255 | 21,94 | 27 400 | 23,92 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 1 040 552 | 0,40 | 24 765 | 2,03 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 16 189 | 2,44 | 381 | 3,53 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11 778 | 22,17 | 280 | 23,89 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 58 591 | 9,16 | 1 394 | 10,90 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 9 082 | 216 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 149 | 0,01 | 170 | 1,80 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 267 483 | 40,31 | 6 366 | 42,61 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 60 468 | 1 439 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 49 077 | 1 631,11 | 1 168 | 1 669,70 | ||||
| 2025-06-27 | NP | THY - Agility Shares Dynamic Tactical Income ETF | 392 300 | 8,13 | 9 121 | 5,71 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 122 337 | 36,52 | 2 902 | 38,34 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 96 253 | 2,70 | 2 291 | 5,48 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19 403 | 0,94 | 462 | 2,44 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 74 934 | 48,61 | 1 783 | 51,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 824 864 | 19,36 | 20 | 18,75 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A | 55 000 | 83,33 | 1 309 | 86,47 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 300 000 | 7 140 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 46 550 | 5,11 | 1 108 | 6,75 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 944 981 | 6,18 | 22 491 | 7,90 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 12 240 | 6,23 | 291 | 8,18 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3 399 653 | 4,24 | 80 912 | 5,93 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 23 044 | 5,23 | 548 | 7,66 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 105 792 | 5,78 | 2 518 | 7,47 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 78 295 | 6,06 | 1 863 | 7,81 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 132 887 | 47,34 | 3 163 | 49,72 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80 839 | 0,76 | 1 924 | 2,40 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 22 253 | 0,86 | 530 | 2,52 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 18 455 | 1,21 | 439 | 2,81 | ||||
| 2025-07-28 | NP | APLU - Allspring Core Plus ETF | 14 268 | 43,14 | 335 | 41,35 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 10 110 | 241 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 28 956 | 0,07 | 689 | 1,77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 923 | 713,54 | 3 425 | 727,29 | ||||
| 2025-06-11 | NP | SGHAX - DWS Global High Income Fund Class A | 255 000 | 5 929 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 72 168 | 8,83 | 1 718 | 10,56 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 41 796 | 3,16 | 995 | 4,85 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 1 018 898 | 4,61 | 24 250 | 6,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23 574 | 5,41 | 561 | 7,27 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 206 333 | 33,90 | 4 911 | 36,09 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 921 354 | 2,67 | 21 928 | 4,28 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 541 068 | 3,99 | 12 877 | 5,68 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 93 012 | 0,95 | 2 214 | 2,60 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 24 946 | 14,01 | 594 | 15,82 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 547 338 | 1,54 | 13 027 | 3,18 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 3 403 | 0,77 | 81 | 1,27 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 647 665 | 3,58 | 15 414 | 5,26 | ||||
| 2025-07-23 | 13F | Optas, LLC | 64 419 | 8,79 | 1 533 | 10,61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 29 615 | 10,93 | 705 | 12,64 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 199 646 | 4 752 | ||||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 143 510 | 3,90 | 3 372 | 2,43 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 62 000 | 106,67 | 1 476 | 110,11 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 37 405 | 876 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 103 135 | 45,76 | 2 455 | 48,10 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 171 682 | 0,17 | 4 086 | 1,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 129 | 21,30 | 217 | 23,30 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 14 840 | 12,04 | 353 | 13,87 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 64 154 | 1 522 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10 814 | 257 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 111 273 | 33,19 | 2 648 | 35,38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 842 702 | 20 056 | ||||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 191 389 | 3,53 | 4 498 | 2,04 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13 164 | 0,77 | 313 | 2,62 | ||||
| 2025-08-22 | NP | RMIF - LHA Risk-Managed Income ETF | 252 500 | 6 010 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 222 321 | 5 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 68 594 | 3,40 | 1 633 | 5,09 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5 200 | 1,92 | 124 | 3,36 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 98 812 | 2 352 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 21 413 | 510 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 119 360 | 2 823 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 127 083 | 11,37 | 3 025 | 13,17 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 205 235 | 1,06 | 4 885 | 2,69 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 663 | 5 839,29 | 40 | 5,41 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 78 721 | 1 874 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 248 456 | 102,24 | 29 713 | 105,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 90 562 | 32,26 | 2 148 | 34,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 953 224 | 5,15 | 22 670 | 6,76 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 123 886 | 4,77 | 2 948 | 6,46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 310 227 | 11,08 | 7 383 | 12,89 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 736 | 2,65 | 18 | 6,25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 8 548 100 | 20,53 | 203 445 | 22,49 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 3 780 | 0,32 | 90 | 1,14 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 589 | 1,92 | 38 | 2,78 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 46 952 | 29,69 | 1 117 | 31,88 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 16 718 | 192,32 | 398 | 198,50 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 79 871 | 33,22 | 1 901 | 35,33 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 171 147 | 3,41 | 4 073 | 5,08 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 17 090 | 0,04 | 407 | 1,50 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 93 613 | 2 228 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 217 | 5 | ||||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 130 235 | 2,24 | 3 100 | 3,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 136 579 | 98,61 | 3 251 | 101,86 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 73 216 | 51,28 | 1 743 | 53,75 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 585 655 | 546,74 | 13 716 | 545,46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 26 266 | 156,91 | 625 | 161,51 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 608 301 | 29,14 | 14 478 | 31,24 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 1 004 | 57,37 | 24 | 64,29 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 167 259 | 5,92 | 3 981 | 7,63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 16 769 188 | 5,24 | 399 112 | 6,95 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 097 | 50 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 177 163 | 8,74 | 4 216 | 10,51 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 14 625 | 25,14 | 348 | 27,47 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 110 929 | 10,21 | 2 640 | 12,01 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 34 343 | 5,62 | 817 | 7,36 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 87 740 | 2 075 | ||||||
| 2025-07-28 | NP | STYAX - Wells Fargo Core Plus Bond Fund Class A | 844 925 | 164,10 | 19 856 | 160,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 358 931 | 58,38 | 32 342 | 61,65 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10 625 | 10,39 | 253 | 12,00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 50 447 | 44,81 | 1 201 | 47,24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 617 | 0,34 | 276 | 1,85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 550 | 13 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 66 006 | 7,02 | 1 571 | 8,73 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 84 520 | 81,73 | 2 012 | 84,66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 231 | 29 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 638 | 55,99 | 15 | 66,67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 415 369 | 1,51 | 9 761 | 3,76 | ||||
| 2025-08-28 | NP | GUHYX - Victory High Yield Fund Class A | 100 000 | 122,22 | 2 380 | 126,02 | ||||
| 2025-07-16 | 13F | American National Bank | 2 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 22 911 | 53,33 | 545 | 56,16 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14 701 | 0,95 | 349 | 2,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 16 979 | 2,62 | 403 | 4,13 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 1 714 236 | 1,74 | 40 799 | 3,39 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 335 872 | 0,05 | 7 994 | 1,67 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 10 925 | 3,31 | 260 | 5,26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 738 | 232 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 13 226 | 40,84 | 315 | 43,38 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 530 | 13 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 27 278 | 649 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 135 | 3 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 276 | 3,82 | 30 | 7,14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11 357 | 8,42 | 270 | 10,20 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 15 275 | 13,04 | 364 | 14,87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB | 262 030 | 4,51 | 6 236 | 6,20 | ||||
| 2025-08-29 | NP | TTRBX - Ambrus Core Bond Fund Institutional Class | 320 000 | 357,14 | 7 616 | 364,67 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 34 929 | 0,22 | 831 | 1,84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 147 017 | 82,78 | 3 499 | 85,77 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1 322 | 10 916,67 | 31 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 4 529 | 106 | ||||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 542 954 | 84,09 | 12 624 | 79,99 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72 496 | 14,51 | 1 725 | 16,40 | ||||
| 2025-08-28 | NP | HIIFX - Catalyst/SMH High Income Fund Class A | 32 000 | 6,67 | 762 | 8,10 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 105 | 3,96 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 78 751 | 4,29 | 1 874 | 5,76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 340 238 | 5,47 | 8 098 | 7,19 | ||||
| 2025-07-24 | NP | HYGY - NEOS Enhanced Income Credit Select ETF | 1 844 157 | 19,62 | 43 338 | 17,91 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 193 | 290 | ||||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 59 509 | 54,26 | 1 384 | 50,82 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 159 840 | 5,50 | 3 804 | 7,22 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 499 979 | 24,16 | 11 900 | 26,18 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 96 582 | 2,11 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 14 364 | 342 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 446 262 | 0,13 | 10 621 | 1,75 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 227 697 | 6,96 | 5 419 | 8,71 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 281 431 | 32,76 | 6 664 | 34,52 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 34 809 | 36,92 | 828 | 39,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 113 211 | 65,84 | 2 694 | 68,16 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 74 282 | 36,72 | 1 768 | 38,92 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 11 646 | 0,47 | 277 | 2,59 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 79 715 | 1 873 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10 782 | 1,63 | 257 | 3,23 | ||||
| 2025-08-08 | 13F | Creative Planning | 69 278 | 87,90 | 1 649 | 90,96 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 32 344 | 25,94 | 770 | 27,95 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 14 | 0 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2 146 080 | 51 077 | ||||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 109 791 | 2,91 | 2 571 | 2,68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 974 | 214 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 544 322 | 0,20 | 274 755 | 1,83 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10 866 | 259 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 69 459 | 12,48 | 1 653 | 14,08 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1 605 | 36,83 | 38 | 40,74 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 62 000 | 106,67 | 1 476 | 110,11 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 76 159 | 1 813 | ||||||
| 2025-07-16 | 13F | Novem Group | 30 760 | 732 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 838 101 | 23,23 | 20 | 26,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 99 563 | 298,32 | 2 370 | 304,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 115 765 | 17,26 | 2 755 | 19,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 68 781 | 5,33 | 1 637 | 7,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 504 274 | 723,08 | 12 002 | 736,89 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 81 | 2 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 11 619 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 698 | 8,24 | 278 | 9,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 205 777 | 1,32 | 4 897 | 2,96 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 180 | 5,44 | 242 | 7,08 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 128 972 | 3 069 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 1 854 617 | 38,12 | 44 140 | 40,36 | ||||
| 2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 297 397 | 1,18 | 7 090 | 0,80 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 12 366 | 0,26 | 294 | 2,08 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 34 421 | 16,12 | 819 | 18,01 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 131 267 | 11,83 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 49 520 | 3,28 | 1 179 | 4,99 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 119 861 | 2,86 | 2 853 | 4,51 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 64 811 | 1 543 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 983 | 429,03 | 190 | 440,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24 531 | 584 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 173 167 | 81,14 | 4 121 | 84,14 | ||||
| 2025-08-29 | NP | TCCBX - Ambrus Tax-Conscious California Bond Fund Institutional Class | 200 000 | 233,33 | 4 760 | 238,79 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 75 785 | 2,86 | 1 804 | 4,52 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 91 899 | 8,30 | 2 187 | 10,07 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 | 0 | ||||||
| 2025-07-28 | NP | TIIUX - Core Fixed Income Fund | 7 300 | 172 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 145 229 | 2,84 | 3 456 | 4,51 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 126 845 | 1,49 | 3 | 50,00 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 12 086 | 6,24 | 288 | 7,89 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24 637 | 39,24 | 586 | 41,55 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 229 | 5 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59 030 | 4,10 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 38 995 | 612,89 | 928 | 624,22 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15 350 | 40,88 | 365 | 43,14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7 275 | 377,05 | 173 | 394,29 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8 849 | 2,98 | 211 | 4,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 136 665 | 2,24 | 27 | 3,85 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 646 434 | 4,49 | 15 385 | 6,18 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 29 932 | 73,99 | 696 | 69,93 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 15 137 | 360 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 578 885 | 10,16 | 13 777 | 11,95 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 96 165 | 279,71 | 2 289 | 285,83 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 28 505 | 11,04 | 678 | 12,81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 133 145 | 1 133,62 | 3 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 284 | 7 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 311 830 | 1,90 | 7 422 | 3,56 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10 688 | 254 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 44 250 | 11,30 | 1 053 | 13,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 135 | 23,44 | 122 | 25,77 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 656 200 | 14,12 | 15 618 | 15,97 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 511 | 2,00 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 60 604 | 8,37 | 1 | 0,00 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 225 916 | 8,83 | 5 309 | 7,30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 086 | 25,44 | 50 | 32,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 313 007 | 7,25 | 7 450 | 8,98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 250 310 | 11,39 | 5 943 | 12,96 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 84 627 | 2 014 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 167 287 | 19,83 | 3 981 | 21,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 37 000 | 230,36 | 881 | 235,88 | |||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 109 101 | 27,63 | 2 597 | 29,67 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 461 736 | 87,49 | 10 906 | 92,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 59 405 | 1 414 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 151 137 | 0,90 | 3 597 | 2,54 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 85 011 | 87,45 | 2 023 | 90,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10 520 | 250 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 155 751 | 3,59 | 3 707 | 5,25 | ||||
| 2025-08-29 | NP | TCNBX - Ambrus Tax-Conscious National Bond Fund Institutional Class | 215 000 | 290,91 | 5 117 | 297,28 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 77 382 | 1,59 | 1 842 | 3,25 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 500 765 | 17,42 | 11 858 | 18,98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 306 565 | 497,55 | 7 296 | 507,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 571 446 | 14,31 | 156 400 | 16,16 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 1 804 701 | 17,87 | 42 689 | 19,81 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 32 667 | 777 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1 117 534 | 3,98 | 26 519 | 5,36 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 193 | 0,40 | 243 | 2,11 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 694 177 | 1,73 | 16 521 | 3,39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 222 540 | 3,30 | 53 | 4,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 35 378 | 0,90 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33 420 | 77,66 | 795 | 80,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 32 400 | 771 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 16 659 | 396 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 019 | 24,63 | 48 | 29,73 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 898 369 | 298,46 | 140 381 | 304,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 87 074 | 62,35 | 2 072 | 64,97 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 86 466 | 4,49 | 2 058 | 6,14 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50 520 | 346,68 | 1 202 | 355,30 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15 960 | 1,79 | 0 | |||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 53 484 | 15,00 | 1 273 | 16,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 941 | 0,68 | 165 | 2,48 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | −70,00 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 582 944 | 44,43 | 13 874 | 46,47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 96 391 | 38,50 | 2 294 | 40,82 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 45 879 | 57,61 | 1 092 | 64,56 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 17 400 | 414 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 91 394 | 6,86 | 2 175 | 8,59 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 044 457 | 0,33 | 120 058 | 1,96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 094 | 71,20 | 240 | 73,91 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 903 301 | 0,58 | 21 498 | 2,21 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 62 117 | 32,74 | 1 478 | 34,98 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 178 074 | 9,55 | 4 238 | 11,35 | ||||
| 2025-08-14 | 13F | State Street Corp | 842 866 | 42,52 | 20 060 | 44,84 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17 756 | 3,23 | 420 | 7,14 | ||||
| 2025-07-24 | NP | DFRAX - DWS Floating Rate Fund Class A | 17 167 | 403 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 913 915 | 11,18 | 21 751 | 12,98 | ||||
| 2025-08-08 | 13F | CNO Financial Group, Inc. | 1 068 000 | 154,29 | 25 418 | 158,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 071 | 8,60 | 287 | 10,38 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 9 700 | 231 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 8 725 | 1,27 | 208 | 2,99 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 104 598 | 4,92 | 2 489 | 6,64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19 048 | 23,88 | 453 | 25,83 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 58 871 | 4,35 | 1 401 | 6,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 567 446 | 55,50 | 61 | 60,53 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 42 148 | 6,84 | 1 003 | 8,67 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 103 446 | 3,14 | 2 431 | 1,63 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 26 810 | 0,54 | 638 | 2,24 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49 650 | 59,91 | 1 | |||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 20 515 | 34,34 | 488 | 36,69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 232 | 171,37 | 29 | 190,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 111 092 | 318,85 | 2 644 | 325,60 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 340 020 | 4,80 | 31 892 | 6,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 238 237 | 2,38 | 5 644 | 3,56 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 523 072 | 0,57 | 36 249 | 2,20 | ||||
| 2025-07-28 | NP | WFCPX - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP | 142 800 | 107,01 | 3 356 | 104,45 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 84 256 | 2 005 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 34 259 | 25,02 | 815 | 27,15 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 10 410 | 248 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 88 376 | 20,29 | 2 103 | 22,27 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 091 | 26 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 187 675 | 28,40 | 4 467 | 30,47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 337 | 406,94 | 56 | 450,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 135 | 264,86 | 3 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 12 120 | 288 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 710 | 39,22 | 17 | 45,45 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 947 | 46 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 7 014 494 | 166 945 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 121 032 | 5,34 | 2 849 | 8,53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 275 004 | 7,99 | 6 545 | 9,74 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 19 924 | 33,28 | 474 | 35,43 |
