Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF termasuk B.O.S.S. Retirement Advisors, LLC, Exchange Traded Concepts, Llc, AssuredPartners Investment Advisors, LLC, Delap Wealth Advisory, Llc, Brady Martz Wealth Solutions, LLC, Wbi Investments, Inc., Maridea Wealth Management LLC, Kcm Investment Advisors Llc, Financial Engines Advisors L.L.C., Semitam Bonam Llc, Diversified Trust Co, Emprise Bank, Nicolet Bankshares Inc, Friday Financial, Vise Technologies, Inc., SCS Capital Management LLC, M Holdings Securities, Inc., Peirce Capital Management, LLC, Stonebrook Private Inc., dan CogentBlue Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 500 | 37 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 30,194 | 2,261 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,691 | 9.83 | 1,475 | 20.92 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 717,485 | 1.25 | 53,732 | 11.50 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 563,708 | 85.86 | 42,216 | 104.66 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6,946 | 0.06 | 520 | 10.17 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 69 | 1.47 | 5 | 25.00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 68,886 | 0.73 | 5,159 | 10.92 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 5,594 | 426 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 19,450 | 13.38 | 1,457 | 145,500.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 183,232 | 8.51 | 13,722 | 19.49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,464 | 34.52 | 259 | 48.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 342,064 | 153.05 | 26 | 177.78 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12,330 | 923 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11,645 | 2.59 | 792 | -2.35 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 98,243 | 3.77 | 7,357 | 14.26 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 669 | 77.93 | 50 | 100.00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,441 | 0.33 | 1,156 | 10.52 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 20,623 | 1,544 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 5,670 | 0.02 | 425 | 10.13 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 102,545 | 7.32 | 7,680 | 18.17 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 343 | 106.63 | 26 | 127.27 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19,177 | 3.37 | 1,436 | 13.88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7,709 | 577 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,093 | 11.38 | 756 | 22.56 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 271 | 0.37 | 20 | 11.11 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 152,444 | 7.36 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 385,408 | 522.50 | 28,863 | 585.58 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,036 | 0.06 | 527 | 10.04 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,644 | 13.30 | 647 | 24.90 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 16,831 | 1,260 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 22,982 | 87.04 | 1,721 | 106.11 | ||||
| 2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 459,100 | 13.78 | 34,382 | 25.29 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 25,076 | 451.73 | 1,878 | 507.44 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 4,677 | 0.49 | 350 | 10.76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,069 | 0.05 | 155 | 10.00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6,430 | 46.27 | 482 | 61.41 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 28,387 | 5.63 | 2,126 | 16.31 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 214,647 | 11.78 | 16,075 | 23.07 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 2,729 | 204 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 921,565 | 4.13 | 69,016 | 17.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 856,384 | 7.37 | 64,135 | 18.23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 212 | 16 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 174,368 | 0.83 | 13,058 | 11.04 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9,120 | 5,111.43 | 697 | 6,236.36 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,624 | 0.02 | 346 | 10.19 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 118,999 | 13.79 | 8,912 | 19.29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,483 | 0.31 | 486 | 10.48 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 40,698 | 3,048 | ||||||
| 2025-07-28 | 13F | Essex LLC | 2,825 | 212 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,300 | 10.11 | 697 | 21.25 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3,338 | 0.03 | 250 | 10.18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 94,934 | 3.51 | 7,110 | 13.98 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 190,064 | 0.73 | 14,234 | 10.92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,971 | 1.04 | 597 | 11.19 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6,529 | 0.02 | 489 | 10.16 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 18,702 | 2.91 | 1,401 | 13.27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 126,033 | 3.33 | 9,439 | 13.79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 150,537 | 0.80 | 11,274 | 11.00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 11,023 | 1.12 | 826 | 11.34 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,475 | 0.31 | 635 | 10.45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,538 | 24.51 | 490 | 36.97 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,191 | 2.50 | 89 | 12.66 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 623,645 | 13.49 | 46,705 | 24.97 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 196,626 | 2.58 | 14,725 | 12.97 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 39,576 | 40.85 | 2,950 | 55.29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 301,098 | 2.17 | 22,549 | 12.51 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 | 4.76 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 27,133 | 18.57 | 2,079 | 33.55 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,576 | 61.48 | 118 | 78.79 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 16,185 | 0.32 | 1,212 | 10.48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,575 | 60.39 | 418 | 76.69 | ||||
| 2025-08-14 | 13F | Betterment LLC | 40,885 | 2.11 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 248,644 | 687.57 | 18,621 | 767.26 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 522,982 | 1,320.18 | 39,166 | 1,464.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46,953 | 46.21 | 3,516 | 60.99 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 49,508 | 1.53 | 3,708 | 11.79 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 3,692 | 277 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 749 | 56 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 242,378 | 19.43 | 18,152 | 31.51 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 9,432 | 2.00 | 706 | 12.42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 286,892 | 2.18 | 21,485 | 12.52 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 109,966 | 24.73 | 8,235 | 37.34 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 27,463 | 7.08 | 2,057 | 17.89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 224,818 | 34.35 | 16,837 | 47.49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 288,606 | 7.57 | 21,614 | 18.45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26,600 | 2.92 | 1,992 | 13.38 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,603,310 | 19.78 | 194,962 | 31.90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60,391 | 30.76 | 4,522 | 44.01 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4,094 | 0.22 | 307 | 10.47 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 409 | 0.25 | 31 | 11.11 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 364,072 | 10.87 | 27,265 | 22.09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11,592 | 4.06 | 868 | 14.66 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 2,763 | 207 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 21,376 | 108.75 | 1,601 | 129.89 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 13,572 | 9.99 | 1,016 | 21.10 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4,291 | 0.49 | 321 | 10.69 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 21,419 | 1,604 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 667,792 | 2.31 | 51,517 | 20.84 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5,550 | 10.96 | 416 | 22.06 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 41,315 | 0.05 | 2,810 | 140,350.00 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 73,014 | 6.41 | 5,468 | 17.19 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 6,862 | 16.40 | 514 | 28.25 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 35,272 | 2.65 | 2,642 | 13.06 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3,172 | 0.32 | 238 | 10.23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,287 | 0.48 | 171 | 11.04 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 579,968 | 43,434 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 522,108 | 1.19 | 39,101 | 11.43 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45,102 | 983.14 | 3,378 | 1,093.29 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9,060 | 14.90 | 679 | 26.49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 403,459 | 2.56 | 30,215 | 12.94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 24,180 | 12.99 | 1,811 | 24.40 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 8 | 1 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9,842 | 737 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 266,087 | 41,411.23 | 19,927 | 46,241.86 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 36,138 | 8.79 | 2,706 | 19.79 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3,269 | 245 | ||||||
| 2025-07-14 | 13F | Friday Financial | 14,196 | 1,063 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 46,845 | 28.47 | 3,508 | 41.51 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 9,189 | 1.33 | 688 | 11.69 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5,925 | 4.81 | 444 | 15.36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59,621 | 6.11 | 4,465 | 16.85 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 96,527 | 4.76 | 7,229 | 15.35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25,342 | 364.99 | 1,681 | 381.66 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,035 | 377 | ||||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 8,861 | 1.65 | 664 | 11.99 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,268 | 469 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 228,651 | 17,124 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 26,460 | 1,982 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 745,693 | 0.38 | 55,845 | 10.53 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,970,972 | 63.89 | 222,496 | 80.47 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 84,825 | 4.46 | 6,551 | 20.67 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 552,692 | 10.57 | 41,391 | 21.76 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31,619 | 79.10 | 2,368 | 97.25 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 153,170 | 4.11 | 11,471 | 14.63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30,260 | 5.13 | 2,266 | 15.79 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5,745 | 0.54 | 430 | 10.82 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 21,672 | 1.74 | 1,623 | 13.18 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 32,741 | 7.44 | 2,452 | 18.29 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,198 | 2.40 | 239 | 12.74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 469,654 | 2.82 | 35,877 | 15.49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,043 | 147.17 | 1,651 | 174.09 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 311,660 | 0.80 | 23,340 | 11.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,169 | 1.51 | 387 | 11.85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38,727 | 2,900 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 119,167 | 4.90 | 8,924 | 15.52 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 10,067 | 64.74 | 754 | 81.45 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 3,848 | 15.66 | 288 | 27.43 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 623,067 | 8,152.54 | 46,904 | 9,879.57 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 12,509 | 77.48 | 937 | 95.41 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,165 | 1.86 | 324 | 17.82 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26,962 | 1.54 | 2,019 | 11.86 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4,000 | 300 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 3,020 | 226 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,151,682 | 0.20 | 86,249 | 10.34 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 96,288 | 0.81 | 7,211 | 11.02 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,741,138 | 3.14 | 205,284 | 13.58 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,308 | 8.15 | 398 | 19.22 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11,156 | 14.93 | 835 | 26.52 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 86,614 | 4.38 | 6,487 | 14.94 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 16,334 | 6.51 | 1,223 | 17.26 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1,045 | 0.29 | 78 | 11.43 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3,292 | 247 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7,629 | 12.27 | 571 | 27.46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28,059 | 2.27 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Novem Group | 20,446 | 84.43 | 1,531 | 103.32 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 750,283 | 1.43 | 56,781 | 17.57 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 77,581 | 5,810 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 19,600 | 415.79 | 1,468 | 468.60 | |||
| 2025-07-30 | 13F | Crewe Advisors LLC | 469 | 35 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 15,979 | 14.87 | 1,197 | 26.43 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 2,890 | 216 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 12,712 | 0.06 | 952 | 10.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,205,861 | 1.57 | 240 | 12.15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24,981 | 42.97 | 1,871 | 57.41 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 392,822 | 52.01 | 29,418 | 67.40 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1,105,765 | 1.87 | 82,811 | 12.18 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7,307 | 64.24 | 547 | 81.13 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5,026 | 3.80 | 376 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23,166 | 7.15 | 1,735 | 17.96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179,554 | -18.40 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 783,651 | 14.29 | 58,688 | 25.85 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 46,394 | 3.39 | 3,474 | 13.86 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 20,609 | 1.97 | 1,551 | 12.88 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14,300 | 88.16 | 1,071 | 107.36 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 198,046 | 61.29 | 14,832 | 77.60 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 2,681 | 201 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 366,353 | 3.73 | 27,436 | 14.23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,607 | 6.11 | 719 | 16.91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,148 | 134.04 | 1 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,424 | 256 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22,060 | 0.39 | 1,652 | 10.58 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,873 | 215 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7,554 | 0.53 | 566 | 10.57 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 162,883 | 109.72 | 12,198 | 299.02 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 920,073 | 46.45 | 68,904 | 61.27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6,550 | 33.70 | 432 | 23.78 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23,111 | 0.60 | 1,777 | 13.41 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 73,062 | 269.06 | 5,472 | 306.46 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 15,112 | 4.60 | 1 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 83,292 | 2.08 | 6,238 | 12.40 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8,718 | 653 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,892 | 22.55 | 591 | 35.24 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 30,634 | 0.01 | 2,083 | -4.76 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2,776 | 208 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 126,193 | 22.57 | 9,451 | 34.98 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,286 | 246 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,336 | 400 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12,286 | 920 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 967 | 2.87 | 72 | 14.29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,611,509 | 37.88 | 120,685 | 51.82 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 3,817 | 16.23 | 286 | 27.80 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,501 | 3.40 | 3,782 | 13.88 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,034 | 0 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,968 | 88.04 | 747 | 107.22 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8,666 | 649 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 12,306 | 23.92 | 922 | 36.44 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 21,770 | 2.86 | 1,630 | 13.27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73 | 5 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2,791 | 209 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 34,856 | 1.89 | 2,610 | 12.21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 609 | 46 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 224 | 17 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 301,830 | 3.60 | 22,604 | 7.39 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 89,836 | 2.70 | 6,728 | 13.08 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 125,108 | 1.73 | 9,369 | 12.03 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 134,568 | 1.42 | 10,078 | 7.19 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 489 | 0.41 | 37 | 9.09 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 3,411 | 255 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,492 | 48.50 | 711 | 63.59 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 988,681 | 1.54 | 74,042 | 11.81 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 778 | 0.39 | 58 | 11.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 99,030 | 6.39 | 7,416 | 17.16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 371,844 | 9.76 | 27,847 | 20.86 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 63,997 | 4,793 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 968,454 | 18.14 | 73 | 30.91 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 1,579,615 | 1.98 | 118,297 | 12.30 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 10,187 | 1 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31,723 | 0.55 | 2,376 | 10.72 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 15,206 | 28.33 | 1,139 | 41.37 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 305,037 | 454.39 | 22,844 | 510.48 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 2,927 | 0 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 67,459 | 2.28 | 5,052 | 12.62 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 83,987 | 6,290 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,995 | 898 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,962,221 | 24.33 | 148,913 | 38.73 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 671,034 | 4.38 | 50,254 | 14.94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 183,352 | 8.00 | 13,731 | 18.92 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 7,593 | 0.04 | 569 | 10.08 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 5,785 | 19.18 | 393 | 13.58 | ||||
| 2025-08-13 | 13F | Isthmus Partners, Llc | 82,977 | 4.36 | 6,214 | 14.93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,013 | 9.43 | 375 | 20.58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25,026 | 0.83 | 1,874 | 11.08 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 480,143 | 13.00 | 35,958 | 24.43 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 37,153 | 33.94 | 2,782 | 47.51 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 260,367 | 9.82 | 19,499 | 20.93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 698,419 | 14.95 | 52,305 | 26.58 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 89,290 | 2.44 | 6,687 | 12.81 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42,351 | 0.70 | 3,172 | 10.87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115,326 | 85.90 | 8,658 | 105.05 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 10,111 | 3.36 | 393 | -43.70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,080 | 78.10 | 1,129 | 96.35 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 5,201 | 12.24 | 390 | 23.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,510 | 51.59 | 1,536 | 66.96 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,441 | 12.09 | 707 | 23.60 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 2,838 | 213 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9,353 | 34.21 | 700 | 47.99 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 17,621 | 2.90 | 1,320 | 13.32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 94,862 | 3.58 | 7,104 | 14.07 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 321 | 1.90 | 24 | 14.29 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 73,945 | 0.62 | 5,538 | 10.81 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169,325 | 5.66 | 13 | 20.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 958 | 16.40 | 72 | 29.09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 48,959 | 1.86 | 3,667 | 12.18 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 3,177 | 238 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 19,342 | 3.16 | 1,448 | 13.57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 302,044 | 6.13 | 23 | 15.79 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 8,495 | 637 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 256,193 | 19,186 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 94,512 | 1.85 | 7,078 | 12.15 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 152,659 | 16.22 | 11,433 | 27.97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 820,469 | 2.73 | 61,445 | 13.12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 654,236 | 30.89 | 48,996 | 44.14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,789 | 134 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 22,121 | 60.19 | 1,657 | 76.36 | ||||
| 2025-07-09 | 13F | Emprise Bank | 16,915 | 1,267 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,610,303 | 8.68 | 123,365 | 22.04 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 167,751 | 11.19 | 12,563 | 22.44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 14,791 | 8.53 | 1,108 | 19.55 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1,016,466 | 1.97 | 76,123 | 12.29 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 64,165 | 4,805 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,827 | 113.56 | 287 | 136.36 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5,045 | 19.30 | 378 | 31.36 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 45,777 | 3.50 | 3,428 | 14.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 5,406 | 405 |
