Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF termasuk 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, dan Legacy Wealth Managment, LLC/ID .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 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 |
