Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF termasuk RMG Wealth Management LLC, NSTLX - Neuberger Berman Strategic Income Fund Institutional Class, JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Cabot Wealth Management Inc, BlueCrest Capital Management Ltd, FIXP - FolioBeyond Enhanced Fixed Income Premium ETF, FLRT - Pacer Pacific Asset Floating Rate High Income ETF, Prevail Innovative Wealth Advisors, Llc, WealthTrak Capital Management LLC, Midwest Trust Co, Virtus Fixed Income Advisers, LLC, AMG National Trust Bank, Insigneo Advisory Services, Llc, Financial Engines Advisors L.L.C., Meridian Financial, LLC, Oxbow Advisors, LLC, Ritholtz Wealth Management, XTX Topco Ltd, Concurrent Investment Advisors, LLC, dan Running Point Capital Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 97 | 2 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20,862 | 532 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 179 | 5 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,544,552 | 1.33 | 39,355 | 2.62 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15,607 | 5.98 | 398 | 7.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23,019 | 0.60 | 587 | 1.91 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 44,477 | 20.12 | 1,133 | 21.70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 678,127 | 712.85 | 17,279 | 722.81 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 84 | 2 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 27,714 | 4.21 | 1 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 44,983 | 7.98 | 1,146 | 9.35 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 12,806 | 29.93 | 326 | 31.98 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 53,312 | 1,358 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 37,420 | 953 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 59,900 | 33.35 | 1,523 | 34.78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,737 | 1.89 | 121 | 3.45 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 177,931 | 18.58 | 4,534 | 20.08 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 7,300 | 7.35 | 186 | 8.77 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 40 | 1 | ||||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 30,000 | 200.00 | 764 | 204.38 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 703,175 | 3.40 | 17,917 | 4.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 643 | 16 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 86,448 | 6.27 | 2,203 | 7.62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36,038 | 15.47 | 918 | 16.94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2,665 | 3.29 | 68 | 4.69 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 2,419,136 | 1,806.33 | 62 | 1,933.33 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2,455,713 | 62,337 | ||||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 322,893 | 0.01 | 8,166 | 3.91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,985 | 9.22 | 76 | 11.76 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 35,960 | 916 | ||||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 22,338 | 86.91 | 569 | 89.04 | ||||
| 2025-06-26 | NP | FIXP - FolioBeyond Enhanced Fixed Income Premium ETF | 86,363 | 2,158 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 83,529 | 33.22 | 2,124 | 34.69 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 100,981 | 0.81 | 2,573 | 2.06 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 105,656 | 188.16 | 2,658 | 187.35 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 155,000 | 34.78 | 3,949 | 36.50 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16,644 | 2.46 | 424 | 3.92 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 376,978 | 115.29 | 9,605 | 118.05 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 342,722 | 4.61 | 8,733 | 5.95 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,948 | 2.15 | 250 | 2.04 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 27,510 | 6.11 | 1 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 320,199 | 8,159 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,741 | 0.52 | 44 | 2.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,789,991 | 11.50 | 71,089 | 12.91 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 276,892 | 152.95 | 7,055 | 156.17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,596 | 41 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31,952 | 3.46 | 814 | 4.76 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 153,499 | 2.08 | 3,911 | 3.38 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 28,410 | 4.55 | 724 | 5.86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,784 | 15.90 | 96 | 17.07 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 432 | 6.67 | 11 | 10.00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 842,349 | 4.76 | 21,463 | 6.09 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 688 | 1.93 | 18 | 6.25 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 30,082 | 94.18 | 766 | 96.92 | ||||
| 2025-08-01 | 13F | First National Trust Co | 163,503 | 17.09 | 4,166 | 18.59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 838,810 | 97.86 | 21,373 | 100.38 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 74,278 | 19.43 | 1,893 | 20.97 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 16,664 | 2,640.79 | 425 | 2,726.67 | ||||
| 2025-06-30 | NP | FLRT - Pacer Pacific Asset Floating Rate High Income ETF | 79,365 | 1,983 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 9,590 | 19.88 | 244 | 21.39 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 200,795 | 2.59 | 5,116 | 3.90 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 362,365 | 9,233 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,569 | 366.96 | 40 | 387.50 | ||||
| 2025-08-12 | 13F | Western Asset Management Company, LLC | 221,350 | 14.90 | 5,640 | 16.34 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,171 | 234 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 34,000 | 866 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57,321 | 18.93 | 1,458 | 20.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127,886 | 48.30 | 3,259 | 49.66 | ||||
| 2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 286,781 | 7,235 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 957,993 | 169.40 | 24,223 | 170.70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,428 | 36 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,350 | 238 | ||||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 23,660 | 603 | ||||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 345,059 | 64.87 | 8,792 | 66.99 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 53,094 | 2.29 | 1,353 | 3.60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 40,214 | 20.17 | 1,025 | 21.76 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,324,300 | 16.01 | 33,743 | 17.49 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 8,683 | 1.39 | 221 | 2.79 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28,910 | 101.44 | 1 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 61,222 | 1,560 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 19,878 | 506 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 47,615 | 308.89 | 1,201 | 318.47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,741,395 | 2.66 | 69,626 | 3.63 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,270 | 0.32 | 32 | 3.23 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7,819 | 199 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 338,000 | 8,612 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 36,980 | 350.26 | 942 | 357.28 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 14,369 | 1.05 | 366 | 2.52 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 118,169 | 5.62 | 3,011 | 6.97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 780,200 | 10.26 | 19,879 | 11.67 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 599,300 | 16.01 | 15,270 | 17.49 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 32,599 | 1.37 | 831 | 2.60 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 26,340 | 668 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 41,015 | 23.10 | 1,045 | 24.70 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 17,376 | 443 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 175,195 | 4,464 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2,424 | 6.27 | 61 | 7.02 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 20,537 | 4.72 | 523 | 6.09 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 319,600 | 100.25 | 8,127 | 102.57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21,103 | 10.57 | 538 | 11.88 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 373,269 | 0.76 | 10 | 0.00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 528,055 | 4.33 | 13,455 | 5.65 | ||||
| 2025-08-01 | 13F | Davy Global Fund Management Ltd | 11,210 | 1.53 | 286 | 2.89 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 132 | 3 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1,669,016 | 5.83 | 42,527 | 7.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,521,088 | 6.62 | 115,197 | 7.97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40 | 1 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 11,124 | 283 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 156,830 | 3,991 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 443,064 | 66.58 | 11,289 | 68.72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,026 | 19.32 | 103 | 21.43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 224,274 | 317.45 | 5,694 | 321.78 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 603 | 356.82 | 15 | 400.00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 7,767 | 96.38 | 198 | 98.99 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10,177 | 259 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 79 | 102.56 | 2 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 104,366 | 2.04 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 364,584 | 9.80 | 9,290 | 11.19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17,998 | 0.76 | 459 | 2.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 35,697 | 7.46 | 910 | 8.86 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 327,608 | 4.48 | 8,347 | 5.81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 20,502 | 30.98 | 522 | 32.82 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 33,467 | 8.87 | 853 | 10.22 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 35,186 | 13.19 | 897 | 14.58 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 617,893 | 15,753 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 269,055 | 6,856 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,850 | 1.08 | 98 | 3.16 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 440,775 | 255.23 | 11,196 | 258.70 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 31,201 | 5.73 | 795 | 7.14 | ||||
| 2025-08-14 | 13F | BlueCrest Capital Management Ltd | 129,687 | 3,304 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 78,082 | 1.64 | 1,990 | 2.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,274,678 | 9.48 | 32,479 | 10.88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,032 | 230 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 18,198 | 4.69 | 464 | 5.95 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 24,000 | 612 | ||||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 732,801 | 77.56 | 18,672 | 79.82 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 57,442 | 0.40 | 1,464 | 1.67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 202 | 5 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 8,248 | 0.32 | 210 | 1.94 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,576 | 360.82 | 40 | 400.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 70,285 | 6.18 | 1,791 | 7.51 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 233,442 | 5.84 | 5,948 | 7.19 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 241,070 | 2.60 | 6,116 | 3.45 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14,204 | 16.20 | 360 | 17.65 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 166,957 | 0.00 | 4,254 | 1.29 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 450,000 | 100.00 | 11,466 | 102.54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 343,664 | 14.75 | 8,757 | 16.20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,017 | 0.17 | 77 | 5.56 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 263,393 | 1.01 | 6,711 | 2.30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 453,004 | 18.69 | 12 | 22.22 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 12,908 | 45.82 | 329 | 47.75 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 332,304 | 11.29 | 8,467 | 12.71 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 25,701 | 37.18 | 632 | 31.94 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,394 | 214 | ||||||
| 2025-08-11 | 13F | Shenkman Capital Management Inc | 600,880 | 114.57 | 15,280 | 116.89 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 21,005 | 535 | ||||||
| 2025-06-24 | NP | NSTLX - Neuberger Berman Strategic Income Fund Institutional Class | 1,408,040 | 35,187 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 521,593 | 21.07 | 13,290 | 22.61 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 36,206 | 2.32 | 923 | 3.60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 44,259 | 25.10 | 1 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 52,095 | 1.08 | 1,327 | 2.39 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 260,519 | 4.75 | 6,638 | 6.09 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 65,898 | 10.46 | 1,674 | 13.96 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3,785,155 | 0.75 | 96,446 | 2.03 | ||||
| 2025-07-28 | NP | SSTHX - Wells Fargo Short-Term High Yield Bond Fund Class A | 868,026 | 114.33 | 21,900 | 110.90 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,145,151 | 4.70 | 80,138 | 6.03 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 280,784 | 11.37 | 7 | 16.67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 540,980 | 5.02 | 13,784 | 6.36 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 33,962 | 9.22 | 865 | 10.61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,698,364 | 1.86 | 119,714 | 3.15 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 64,448 | 3.12 | 1,642 | 4.45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20,217 | 370.05 | 515 | 376.85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 148,170 | 988.21 | 3,775 | 1,003.80 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 711,195 | 234.69 | 18,121 | 238.96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 247,122 | 1.48 | 6,297 | 2.76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9,946 | 253 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,259,428 | 20.41 | 57,570 | 21.94 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 38,247 | 0.26 | 975 | 1.56 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 175,881 | 4,481 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 11,712 | 3.71 | 298 | 4.93 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,733 | 248 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12,046 | 0.32 | 307 | 1.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116,736 | 19.22 | 2,965 | 20.38 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 122,310 | 848.14 | 3,116 | 861.73 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21,420 | 5.57 | 1 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 80,700 | 0.28 | 2,056 | 1.58 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 868,026 | 22,117 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 781,264 | 0.70 | 19,907 | 1.98 | ||||
| 2025-08-22 | NP | PPIAX - DWS Short Duration Fund Class A | 450,000 | 100.00 | 11,466 | 102.54 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 103,150 | 21.96 | 2,628 | 23.55 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 11,640 | 7.13 | 297 | 8.42 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 493 | 13 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 176,171 | 16.88 | 4,489 | 18.35 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2,023,706 | 5.59 | 51,564 | 6.94 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 46,777 | 9.23 | 1,185 | 13.63 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 13,870 | 53.01 | 353 | 54.82 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,479,826 | 6.49 | 88,666 | 7.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 144,526 | 3,683 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 126,204 | 5.47 | 3,216 | 6.81 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 27,402 | 698 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,226 | 85.28 | 464 | 87.85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 38,504 | 8.30 | 981 | 9.73 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 98,262 | 22.66 | 2,504 | 24.22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,201 | 209 |
