Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF inkluderer Richard Bernstein Advisors LLC, Collier Financial, Madison Asset Management, LLC, Quest Partners LLC, Sharkey, Howes & Javer, October Effect Ltd, INKM - SPDR SSGA Income Allocation ETF, Christopher J. Hasenberg, Inc, Richmond Investment Services, LLC, Patron Partners Advisors, Llc, XY Planning Network, Inc., ASB Consultores, LLC, Sensible Financial Planning & Management, LLC., Exchange Traded Concepts, Llc, Edgestream Partners, L.P., WealthPlan Investment Management, LLC, Coastal Bridge Advisors, LLC, Lido Advisors, LLC, XTX Topco Ltd, og OneAscent Financial Services 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 9 681 | 0,29 | 279 | 1,09 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 8 | 0 | ||||||
| 2025-04-15 | 13F | Collier Financial | 565 996 | 16 176 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 16 815 | 4,65 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 16 252 | 0,51 | 468 | 1,08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 794 | 23 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 316 243 | 466,66 | 9 098 | 470,77 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 844 | 226 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 701 | 20 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 25 940 | 2,86 | 746 | 6,12 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 395 287 | 11 372 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 344 205 | 3,35 | 9 903 | 4,03 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 11 591 | 56,47 | 333 | 57,82 | ||||
| 2025-08-05 | 13F | Burney Co/ | 7 137 | 205 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 988 240 | 57 202 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 700 | 49 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 834 | 24 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 224 407 | 2,10 | 6 456 | 1,83 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 43 399 | 1 249 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 13 871 | 399 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 21 108 | 144,67 | 607 | 146,75 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 7 598 | 0,22 | 219 | 0,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 875 726 | 4,92 | 25 195 | 5,62 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 383 755 | 297,41 | 11 040 | 300,25 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 494 894 | 6,17 | 14 144 | 8,84 | ||||
| 2025-05-29 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 74 790 | 16,60 | 2 137 | 18,92 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 517 475 | 0,98 | 14 852 | 1,41 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20 965 | 3,97 | 603 | 4,69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 017 572 | 14,04 | 29 276 | 14,80 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 600 520 | 19,67 | 46 047 | 20,47 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 999 059 | 0,37 | 28 743 | 1,04 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 312 136 | 233,48 | 37 750 | 235,70 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 7 147 | 74,40 | 206 | 75,21 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 22 566 | 10,82 | 649 | 11,70 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 760 390 | 7,02 | 21 876 | 7,73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 511 | 6,09 | 274 | 6,64 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 32 486 | 38,02 | 935 | 38,99 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59 169 | 1 702 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18 216 837 | 164,46 | 524 098 | 166,22 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 72 874 | 2 097 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 285 468 | 28,82 | 8 213 | 29,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 419 | 5,09 | 242 | 6,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 169 | 0,79 | 62 | 1,64 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3 708 202 | 25,10 | 106 685 | 25,93 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 17 563 | 502 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 932 751 | 19,23 | 26 835 | 20,02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 451 | 42 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 236 310 | 19,21 | 6 799 | 20,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 55 133 | 6,43 | 1 586 | 7,16 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 146 384 | 6,86 | 4 211 | 7,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 827 | 152,13 | 24 | 155,56 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 8 878 | 232,76 | 254 | 241,89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 373 | 18,13 | 385 | 18,89 | ||||
| 2025-05-29 | NP | PWRAX - Power Income Fund Class A | 913 340 | 10,46 | 26 103 | 12,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 499 | 245 | ||||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 271 504 | 256,40 | 7 811 | 258,80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 568 | 4 325,35 | 362 | 4 412,50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 13 436 | 387 | ||||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 26 653 | 37,42 | 767 | 40,04 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 176 901 | 30,24 | 5 089 | 31,09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 79 247 | 20,13 | 2 280 | 20,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 164 868 | 16,75 | 62 283 | 17,53 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 959 465 | 5,69 | 27 604 | 6,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 101 364 | 196,72 | 2 916 | 198,77 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1 275 563 | 8,32 | 36 698 | 9,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123 372 | 20,43 | 3 549 | 21,25 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 57 678 | 0,94 | 1 659 | 1,59 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 203 962 | 5 868 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3 944 118 | 3,08 | 113 472 | 3,77 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 320 000 | 12,68 | 9 206 | 13,67 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 33 657 | 2 211,61 | 968 | 2 260,98 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7 431 | 214 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 87 378 | 4,40 | 2 514 | 5,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 648 687 | 37,27 | 18 630 | 37,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 34 991 | 109,00 | 1 007 | 110,46 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1 833 118 | 12,69 | 52 738 | 13,44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 20 959 | 27,06 | 603 | 27,81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 23 669 | 12,18 | 681 | 12,96 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 22 283 | 0,31 | 641 | 1,10 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 275 | 54,36 | 37 | 56,52 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 899 660 | 3,31 | 25 883 | 4,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 544 393 | 10,06 | 245 801 | 10,71 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20 577 | 592 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 40 380 | 2,31 | 1 162 | 2,93 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 291 520 | 24,28 | 8 361 | 25,13 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 163 900 | 4 715 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 474 150 | 0,48 | 13 641 | 1,15 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 174 337 | 0,46 | 4 988 | 14,83 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 62 997 | 3,53 | 1 812 | 4,38 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5 248 | 2 783,52 | 151 | 2 900,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 383 | 181,17 | 1 047 | 183,47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 184 523 | 5 309 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 221 055 | 42,98 | 6 360 | 43,93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 133 612 | 13,08 | 3 844 | 13,86 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 485 875 | 1,63 | 13 979 | 2,31 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 14 221 | 409 | ||||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 1 988 240 | 9,99 | 57 202 | 10,72 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 148 369 | 16,38 | 4 269 | 17,16 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 58 239 | 31,81 | 1 676 | 32,73 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 443 144 | 0,62 | 12 749 | 1,29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 712 | 53,78 | 20 | 53,85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 423 | 14,44 | 98 | 15,29 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 37 806 | 1 088 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 259 954 | 49,80 | 151 328 | 50,80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 037 558 | 1,48 | 29 851 | 2,16 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24 559 | 707 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 3 020 | 0,97 | 87 | 1,18 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 450 318 | 116,04 | 41 726 | 117,48 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 151 015 | 3,20 | 33 115 | 3,89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 289 839 | 33,00 | 8 339 | 33,88 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 50 241 | 1 445 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 81 316 | 3,39 | 2 339 | 4,09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 281 700 | 1,89 | 8 105 | 2,57 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 24 741 | 712 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 630 079 | 7,02 | 18 127 | 7,73 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 729 | 3,74 | 280 | 4,10 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34 292 | 8,63 | 984 | 9,33 | ||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation 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 | 5 724 495 | 73,27 | 164 694 | 74,42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 548 | 3,01 | 16 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 539 | 42,78 | 533 | 43,67 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 22 431 | 645 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 33 | 3,12 | 1 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 789 | 37,40 | 51 | 37,84 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 29 718 | 8,25 | 855 | 8,93 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 173 | 105,95 | 5 | 100,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 262 | 0,21 | 123 | 0,83 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 301 | 0,87 | 468 | 0,43 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 14 976 | 431 | ||||||
| 2025-08-08 | 13F | Creative Planning | 219 882 | 706,31 | 6 326 | 712,07 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 5 687 092 | 75,19 | 163 618 | 76,36 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 295 489 | 61,68 | 8 501 | 62,76 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 017 | 0,75 | 346 | 1,47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 089 319 | 13,11 | 146 420 | 13,86 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 492 | 40,19 | 273 | 41,45 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 14 887 | 0,88 | 428 | 1,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 438 644 | 33,25 | 13 | 33,33 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 87 635 | 2 521 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 448 306 | 30,35 | 12 898 | 31,21 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 391 127 | 108,22 | 11 253 | 109,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 45 969 | 4,83 | 1 323 | 5,51 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8 706 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 814 | 369 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28 511 | 137,35 | 820 | 139,07 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 100 | 1,01 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 210 233 | 17,70 | 6 049 | 18,47 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 499 | 14 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 83 | 822,22 | 2 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 251 220 | 13,04 | 35 998 | 13,79 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 124 334 | 17,78 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 133 008 | 9,16 | 3 827 | 9,88 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 577 473 | 9,18 | 16 614 | 9,91 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10 537 | 303 | ||||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 42 156 | 2,11 | 1 213 | 2,80 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 46 820 | 9,40 | 1 340 | 9,48 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 7 535 | 215 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 171 561 | 139,67 | 4 936 | 141,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 967 | 7,09 | 143 | 10,08 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 8 248 164 | 237 300 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 282 082 | 8,38 | 8 138 | 11,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 341 072 | 1,21 | 38 583 | 1,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 119 094 | 104,04 | 3 426 | 105,40 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 53 278 | 11,45 | 1 533 | 12,15 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 37 118 | 0,60 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52 463 | 8,99 | 1 509 | 9,75 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 157 720 | 0,76 | 4 538 | 1,43 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 7 871 | 226 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 24 412 | 772 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 613 111 | 85,82 | 17 639 | 87,05 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 694 | 49 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 856 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 51 640 | 11,77 | 1 486 | 12,50 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 481 | 14 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 115 193 | 3,75 | 3 314 | 4,44 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 7 603 | 219 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 31 227 | 898 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 115 | 0,95 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4 557 214 | 46,30 | 131 | 47,19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141 533 | 8,79 | 4 072 | 9,49 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 153 761 | 0,22 | 33 194 | 0,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 588 | 132,67 | 247 | 135,24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29 593 | 13,01 | 851 | 13,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 427 377 | 27,40 | 41 066 | 28,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 44 173 644 | 15,50 | 1 270 876 | 16,26 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 499 114 | 1,30 | 14 360 | 1,97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 804 | 52 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 10 183 | 7,94 | 293 | 7,35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 313 152 | 21,22 | 9 009 | 22,02 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 142 952 | 15,39 | 4 113 | 16,16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 750 028 | 1,06 | 79 118 | 1,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 527 | 67,83 | 15 | 87,50 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 30 826 | 15,69 | 887 | 16,43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 479 859 | 0,92 | 13 806 | 1,59 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 45 572 | 2,37 | 1 311 | 3,07 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 30 658 | 11,54 | 882 | 12,36 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 53 019 | 1 525 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 309 967 | 3,24 | 8 918 | 3,93 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14 494 | 27,61 | 417 | 28,40 | ||||
| 2025-08-14 | 13F | State Street Corp | 5 724 495 | 72,86 | 164 694 | 74,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 76 946 | 25,34 | 2 214 | 26,17 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 346 588 | 0,20 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 32 699 | 95,72 | 938 | 96,65 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 58 | 2 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 485 576 | 9,30 | 71 510 | 10,03 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 420 359 | 8,21 | 12 023 | 8,30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 125 664 | 37,98 | 3 615 | 38,93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 426 470 | 13,00 | 12 | 20,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 112 257 | 7,94 | 3 230 | 8,65 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10 349 392 | 2,43 | 297 752 | 3,11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 275 517 | 15,18 | 8 | 16,67 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 755 | 223 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 202 596 | 65,79 | 5 829 | 66,90 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 20 155 | 580 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 021 | 231 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 361 406 | 875,35 | 10 398 | 881,78 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 241 504 | 4,70 | 6 948 | 5,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 164 084 | 71,48 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 452 | 247,69 | 13 | 333,33 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 16 045 | 13,13 | 462 | 13,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 635 600 | 140,66 | 18 287 | 142,24 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 15 401 | 443 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 26 | 1 200,00 | 1 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 291 103 | 13,25 | 8 375 | 14,01 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 1 740 550 | 49 920 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 30 119 | 1,39 | 867 | 2,00 |
