Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR S&P Dividend ETF meliputi Midwest Trust Co, Lanham O'Dell & Company, Inc., Confluence Investment Management Llc, Blueprint Financial Advisors LLC, Blueprint Investment Partners LLC, Capula Management Ltd, Providence First Trust Co, VeraBank, N.A., BCS Private Wealth Management, Inc., Forza Wealth Management, LLC, Glenmede Investment Management, LP, Semitam Bonam Llc, TT Capital Management LLC, Trust Co Of Toledo Na /oh/, Harbor Asset Planning, Inc., Keel Point, LLC, Prairie Wealth Advisors, Inc., Swmg, Llc, Cobblestone Capital Advisors Llc /ny/, dan Headland Capital, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 1,734 | 0.23 | 235 | 3.07 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29,255 | 2.33 | 3,971 | 2.35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37,901 | 0.76 | 5,144 | 0.80 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9,863 | 8.12 | 1,339 | 8.16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200,793 | 19.61 | 27,254 | 19.65 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 11,541 | 14.30 | 1,597 | 24.18 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 23,008 | 1.50 | 3,123 | 1.53 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10,555 | 0.05 | 1,433 | 0.07 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 11,451 | 0.58 | 1,554 | 0.65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 14,730 | 0.03 | 1,999 | 0.10 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5,390 | 10.00 | 732 | 10.09 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 350 | 48 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9,060 | 0.02 | 1,230 | 0.08 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 1,876 | 0.16 | 255 | 0.00 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 1,522 | 207 | 2.49 | |||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 29,919 | 0.66 | 4,061 | 0.69 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 146,498 | 0.38 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 4,539 | 0.11 | 616 | 0.16 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,423 | 465 | ||||||
| 2025-07-22 | 13F | Peoples Bank /oh | 6,401 | 1.52 | 869 | 1.52 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2,627 | 18.23 | 356 | 18.27 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 3,709 | 23.39 | 503 | 23.59 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4,422 | 0.55 | 613 | 8.70 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 3,656 | 1.19 | 496 | 1.22 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 85,543 | 0.40 | 11,611 | 0.44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 447,623 | 116.15 | 60,756 | 116.23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10,263 | 0.09 | 1,393 | 0.07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6,316 | 0.40 | 857 | 0.47 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 69,530 | 3.59 | 9 | 0.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 21,169 | 11.43 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,942 | 264 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 100 | 14 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 11,436 | 12.90 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7,290 | 1 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 32,141 | 30.40 | 4,362 | 30.44 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,539 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 98,661 | 2,198.72 | 13,391 | 2,200.86 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 16,169 | 113.37 | 2,195 | 113.42 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,154 | 13.04 | 835 | 13.14 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 43,870 | 2.52 | 5,954 | 2.55 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 16,169 | 0.83 | 2,195 | 0.87 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2,655 | 0.08 | 360 | 0.28 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 11,868 | 0.88 | 1,611 | 0.88 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 14,060 | 5.24 | 1,908 | 5.30 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18,034 | 30.80 | 2,448 | 30.86 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,399 | 27.26 | 461 | 27.35 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 358,708 | 1.24 | 48,519 | 0.93 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 7,294 | 5.09 | 990 | 5.21 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23,749 | 7.87 | 3,223 | 7.90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 116,446 | 0.16 | 15,805 | 0.20 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,755 | 0.23 | 238 | 0.42 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 34,328 | 0.26 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5,629 | 1.51 | 764 | 1.46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 167,863 | 13.11 | 22,784 | 13.16 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,804 | 0.21 | 788 | 0.25 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 22,373 | 4.57 | 3,037 | 4.62 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 3,042 | 0.36 | 413 | 0.24 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,267 | 9.68 | 308 | 9.64 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,824 | 7,012.73 | 1,062 | 7,478.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,777 | 0.95 | 1,734 | 0.99 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 201 | 27 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,304 | 0.46 | 177 | 0.57 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 866 | 0.58 | 118 | 0.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,960 | 11.75 | 2,166 | 11.82 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 62 | 8 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3,432 | 0.12 | 466 | 0.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3,718 | 42.73 | 505 | 42.78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,547 | 83.30 | 1,975 | 83.46 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 6,090 | 827 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,985 | 0.30 | 269 | 0.37 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 3,828 | 0.29 | 520 | 0.39 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 10,843 | 0.41 | 1,472 | 0.41 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2,505 | 0.36 | 340 | 0.59 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 8,693 | 0.57 | 1,180 | 0.60 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,767 | 0.70 | 918 | 0.77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65,223 | 3.48 | 8,853 | 3.52 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 43,267 | 10.41 | 5,873 | 10.44 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 2,113 | 0.05 | 287 | 0.00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 4,713 | 217.37 | 640 | 217.91 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,465 | 20.71 | 335 | 20.58 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2,863 | 37.71 | 389 | 37.59 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,470 | 1.26 | 742 | 1.37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,790 | 328.57 | 379 | 329.55 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15,561 | 0.52 | 2,112 | 0.57 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1,567 | 213 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 4,384 | 102.87 | 595 | 103.07 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4,719 | 641 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,210 | 3.79 | 1,250 | 3.82 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,138 | 18.82 | 426 | 18.72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,942 | 52.31 | 264 | 52.91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9 | 1 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 320 | 43 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 63,226 | 116.86 | 8,582 | 116.97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40,924 | 12.72 | 5,555 | 12.75 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,026 | 14.25 | 139 | 14.88 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 4,346 | 1 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 3,337 | 453 | ||||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 125,602 | 1.16 | 17,048 | 1.20 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 2,484 | 0.61 | 337 | 3.37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,387 | 1.31 | 188 | 1.62 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 296 | 1,245.45 | 40 | 1,900.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,285 | 174 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 35,788 | 101.37 | 4,858 | 101.45 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 3,265 | 2.58 | 443 | 2.78 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 6,085 | 1.16 | 826 | 1.10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 24,878 | 23.24 | 3,377 | 23.30 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6,518 | 15.75 | 885 | 15.71 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 38,289 | 12.88 | 5,197 | 12.93 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 57 | 8 | ||||||
| 2025-08-13 | 13F | Capula Management Ltd | 15,896 | 2,158 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 1,915 | 0.52 | 260 | 0.39 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 19,913 | 10.86 | 2,703 | 10.87 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 3,313 | 0.12 | 450 | 0.00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 1,068 | 145 | ||||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,621 | 220 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 41,091 | 24.19 | 5,577 | 24.24 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15,375 | 18.33 | 2,087 | 18.39 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 138 | 19 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2,644,937 | 3.39 | 358,997 | 3.43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,685 | 85.41 | 2,943 | 85.56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 63,300 | 127.70 | 8,592 | 127.82 | |||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2,301 | 23.91 | 312 | 24.30 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 11,726 | 15.44 | 1,592 | 15.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,689 | 58.70 | 908 | 58.84 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2,644 | 0.04 | 359 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 116,784 | 7.99 | 15,851 | 8.03 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2,541 | 19.24 | 351 | 21.11 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 20,826 | 5.23 | 2,827 | 5.25 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1,994 | 8.49 | 271 | 8.43 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2,345 | 4.22 | 318 | 4.26 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 1,488 | 0.40 | 202 | 0.00 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 640 | 87 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 23,217 | 1.59 | 3,151 | 1.65 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 30,338 | 3.13 | 4,118 | 3.16 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 21,719 | 2,948 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 3,641 | 494 | ||||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 7,058 | 0.53 | 958 | 0.63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,161 | 0.52 | 158 | 0.64 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 221 | 0.45 | 30 | 3.45 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 51,574 | 7.22 | 7,000 | 7.26 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 248 | 23.38 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 381,284 | 14.97 | 51,587 | 15.70 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 18,179 | 0.72 | 2,467 | 0.78 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 1,486 | 202 | ||||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 1,625 | 0.68 | 221 | 0.92 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36,317 | 0.83 | 5,006 | 2.44 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 149 | 181.13 | 20 | 185.71 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 100,343 | 60.08 | 13,611 | 61.71 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,028 | 0.69 | 140 | 1.46 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 35,175 | 3.30 | 4,774 | 3.33 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 9,008 | 0.33 | 1,223 | 0.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 525,676 | 15.83 | 71,371 | 15.87 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17,151 | 0.81 | 2,328 | 0.82 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6,304 | 15.31 | 874 | 17.81 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,217 | 0.50 | 165 | 0.61 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,749 | 0.05 | 1,323 | 0.08 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,293 | 0.04 | 311 | 0.32 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 574,419 | 35.02 | 77,966 | 35.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,219 | 3.13 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,736 | 0.72 | 914 | 0.77 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25,266 | 24.94 | 3,429 | 25.01 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 1,507 | 0 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1,483 | 201 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 141,762 | 0.10 | 19,240 | 0.14 | ||||
| 2025-07-18 | 13F | United Bank | 4,529 | 615 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101,489 | 7,180.42 | 13,775 | 7,188.36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13,712 | 1,603.35 | 1,861 | 1,607.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 741 | 135.24 | 101 | 138.10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,913 | 260 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33,723 | 0.44 | 4,577 | 0.48 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,973 | 23.08 | 268 | 23.04 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 61,592 | 4.12 | 8,360 | 4.15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6,150 | 182.50 | 835 | 182.71 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 14,962 | 0.58 | 2,031 | 0.59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,351 | 4.17 | 455 | 4.13 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,765 | 20.92 | 1,868 | 20.98 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 4,062 | 6.42 | 551 | 6.58 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57,299 | 0.62 | 7,777 | 0.66 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,550 | 0.16 | 346 | 1.47 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 2,521 | 7.46 | 0 | |||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2,095 | 16.71 | 284 | 16.87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 374,733 | 1.06 | 52,009 | 3.38 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4,956 | 11.90 | 673 | 12.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 96,993 | 4.68 | 13,165 | 4.72 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 202,325 | 2.68 | 27,462 | 2.72 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19,552 | 0.65 | 2,654 | 0.68 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1,905 | 0.69 | 259 | 0.78 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 1,561 | 212 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 3,095 | 0.32 | 420 | 0.48 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 2,043 | 0.39 | 277 | 0.36 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5,258 | 0.38 | 714 | 0.42 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 36 | 5 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 1,517 | 0.33 | 206 | 0.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 693 | 55.73 | 94 | 55.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8,070 | 2.37 | 1,095 | 2.43 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3,082 | 4.62 | 418 | 4.76 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1,548 | 210 | ||||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 6,455 | 131.69 | 874 | 131.83 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,419 | 3.27 | 600 | 3.28 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11,098 | 0.69 | 1,506 | 0.74 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 1,520 | 0.66 | 206 | 0.98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57,041 | 3.25 | 7,742 | 3.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,133,413 | 3.97 | 425,298 | 4.01 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 3,113 | 0.13 | 423 | 0.24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 699,649 | 0.56 | 94,963 | 0.60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 80,376 | 8.57 | 10,909 | 8.61 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 | 300.00 | 1 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 38,836 | 105.26 | 5,271 | 105.34 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,622 | 0.31 | 356 | 0.28 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 25,215 | 0.65 | 3,422 | 0.71 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 279,737 | 1.40 | 37,969 | 1.44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6,912 | 15.59 | 938 | 15.66 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 25,653 | 13,473.02 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 760,212 | 0.60 | 103,184 | 0.64 | ||||
| 2025-08-08 | 13F | Creative Planning | 492,188 | 6.03 | 66,805 | 6.06 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6,150 | 0.02 | 835 | 0.00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7,818 | 9.53 | 1,061 | 9.61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 65 | 9 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5,497 | 0.57 | 746 | 0.67 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6,892 | 935 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,660 | 14.36 | 361 | 14.60 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,867 | 212.93 | 2,289 | 213.13 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 238,116 | 2.04 | 32 | 3.23 | ||||
| 2025-05-12 | 13F | King Luther Capital Management Corp | 214 | 2.40 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,881 | 0.27 | 255 | 0.39 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 3,244 | 0.22 | 440 | 0.23 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 107,431 | 14,582 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,156 | 12.94 | 293 | 15.87 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 106 | 14 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 265 | 0.38 | 36 | 2.86 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5,270 | 703 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7,298 | 15.11 | 990 | 15.12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 112,866 | 15,319 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29,141 | 10.19 | 3,955 | 10.23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,404 | 0.09 | 598 | 0.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 187,705 | 851.37 | 25,477 | 851.70 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5,777 | 90.85 | 784 | 91.22 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,819 | 247 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,344 | 20.13 | 1,268 | 20.19 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,893 | 0.31 | 528 | 0.38 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 75,270 | 10,216 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2,082 | 27.65 | 283 | 27.60 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 415 | 62.75 | 56 | 64.71 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,883 | 1.35 | 663 | 1.38 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9,471 | 0.06 | 1,285 | 0.08 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,252 | 5.14 | 441 | 0.46 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3,959 | 0.13 | 537 | 0.19 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,796 | 0.58 | 390 | 3.45 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1,481 | 201 | ||||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 1,549 | 210 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 550 | 57.14 | 75 | 57.45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27,993 | 6.18 | 3,799 | 10.44 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,501 | 0.20 | 1,290 | 0.23 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,108 | 257.29 | 286 | 257.50 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 94,309 | 2.26 | 12,801 | 2.30 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1,496 | 204 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 58 | 8 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 205,607 | 1.86 | 27,897 | 4.62 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 40,667 | 0.22 | 5,520 | 0.25 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7,000 | 950 | ||||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2,128 | 0.05 | 289 | 0.00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,342 | 12.22 | 318 | 12.01 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8,100 | 0.70 | 1,099 | 3.48 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 60,434 | 0.23 | 8,203 | 0.26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,359 | 22.74 | 748 | 32.16 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 20,644 | 10.71 | 2,802 | 10.79 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 79,205 | 6.59 | 10,751 | 6.63 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21,934 | 3.39 | 2,977 | 3.44 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 12,290 | 391.60 | 1,668 | 392.04 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,314 | 0.61 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2,632 | 357 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,937 | 0.73 | 263 | 0.77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8,457 | 17.57 | 1,148 | 15.39 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,026 | 2.30 | 1 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 398 | 54 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1,751 | 0.46 | 238 | 0.42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6,736 | 0.30 | 914 | 0.33 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 1,725 | 234 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 2,634 | 0.15 | 357 | 0.28 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,500 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11,400 | 0.63 | 1,547 | 0.65 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 404 | 55 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 852 | 0.71 | 116 | 0.88 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 8,466 | 1.13 | 1,149 | 1.23 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 1,525 | 212 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 16,291 | 390.25 | 2,211 | 391.33 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4,620 | 0.65 | 627 | 0.80 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23,637 | 35.46 | 3,208 | 35.53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,458 | 15.66 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 1,533 | 0.26 | 208 | 0.48 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 74,269 | 3.39 | 10,081 | 3.43 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5,056 | 4.77 | 686 | 4.89 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 970 | 132 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2,584 | 3.11 | 351 | 2.94 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8,788 | 6.29 | 1,193 | 6.33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 20 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 231,045 | 1.59 | 32,693 | 5.95 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 94 | 1.08 | 13 | 0.00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1,811 | 246 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,587 | 0.08 | 351 | 0.29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2,863 | 16.24 | 389 | 16.17 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 1,593 | 0.25 | 216 | 0.47 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4,463 | 1.22 | 606 | 1.17 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3,411 | 66.63 | 463 | 66.79 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8,946 | 0.09 | 1,214 | 0.17 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 14,819 | 0.02 | 2,011 | 0.05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 215,448 | 4.93 | 29,243 | 4.97 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9,623 | 19.81 | 1,306 | 19.93 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 3,020 | 0.67 | 410 | 0.74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,793 | 5.58 | 2,985 | 6.57 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3,624 | 0.25 | 492 | 0.20 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1,856 | 0.22 | 252 | 0.00 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 321 | 0.63 | 41 | -2.44 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 59,039 | 5.75 | 8,013 | 5.80 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4,444 | 55.88 | 603 | 56.22 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 15,293 | 7.00 | 2,076 | 7.01 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 14,035 | 0.06 | 1,905 | 0.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34,306 | 0.80 | 4,656 | 3.58 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 2,374 | 0.08 | 322 | 0.31 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 4,932 | 0.28 | 669 | 0.30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22,286 | 2.94 | 3,025 | 2.96 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2,042 | 277 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 94,604 | 21.16 | 12,841 | 21.20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 69,821 | 1.35 | 9,477 | 1.39 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 26,277 | 6.60 | 3,567 | 6.64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 53,638 | 0.56 | 7,280 | 12.26 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 2,080 | 0.10 | 282 | 0.36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 72,284 | 0.09 | 9,811 | 0.12 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,360 | 2.44 | 2,288 | 10.32 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 66,655 | 281.93 | 9,047 | 282.21 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 2,173 | 8.54 | 295 | 8.49 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,177 | 0.51 | 160 | 0.63 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 6,198 | 0.29 | 856 | 11.91 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 7,921 | 29.56 | 1,075 | 29.67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,337 | 8,039.02 | 453 | 8,940.00 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 9,607 | 1.52 | 1,304 | 1.56 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3,501 | 6.71 | 475 | 6.74 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17,924 | 0.15 | 2,470 | 1.73 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 11,701 | 0.32 | 1,588 | 0.38 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,893 | 20.96 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,094,565 | 3.03 | 284,295 | 3.06 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 575 | 196.39 | 78 | 208.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 1,956 | 272 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 2,377 | 0.21 | 323 | 0.31 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 616 | 1.99 | 84 | 2.47 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 12,753 | 1,731 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 52,518 | 2.66 | 7,128 | 2.69 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 23,762 | 3,225 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 13,028 | 3.54 | 1,768 | 3.57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,795 | 0.57 | 1,872 | 3.37 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 173 | 0.58 | 24 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 22,585 | 3.26 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,987 | 0.77 | 1,491 | 0.81 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 7,497 | 21.39 | 1,018 | 21.51 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,740 | 0.11 | 372 | 0.00 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5,594 | 0.96 | 759 | 1.07 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 9,900 | 1,344 | ||||||
| 2025-07-16 | 13F | Novem Group | 29,191 | 0.34 | 3,962 | 0.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 280,059 | 2.16 | 38,012 | 2.20 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 2,169 | 0.70 | 294 | 0.68 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23,371 | 0.52 | 3,274 | 7.00 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 1,670 | 0.24 | 227 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 230 | 31 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,682 | 0.04 | 364 | 0.28 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 1,719 | 4.69 | 233 | 4.95 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 228 | 0.44 | 31 | 3.45 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,154 | 11.32 | 292 | 11.45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 90 | 12 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40,264 | 12.34 | 5,465 | 12.38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,386 | 1.79 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,208 | 0.31 | 571 | 0.35 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 4,000 | 73.91 | 543 | 73.72 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,132 | 0.03 | 425 | 0.24 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1,938 | 0.21 | 263 | 0.38 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 9,905 | 15.86 | 1,344 | 15.96 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 8,830 | 4.02 | 1,199 | 4.08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4,069 | 0.32 | 552 | 0.36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 26,441 | 5.49 | 3,589 | 5.53 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 2,126 | 0.33 | 289 | 0.35 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,264 | 3.50 | 579 | 3.40 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 3,151 | 4.03 | 428 | 4.15 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,388 | 9.62 | 731 | 9.76 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2,656 | 0.42 | 361 | 0.56 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 4,499 | 611 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2,054 | 0.20 | 279 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 767,082 | 2.52 | 104,116 | 2.56 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 9,209 | 1.58 | 1,250 | 1.54 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,595 | 6.37 | 759 | 9.37 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8,837 | 11.90 | 1,199 | 11.95 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 27,933 | 12.55 | 3,791 | 12.59 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4,217 | 0.21 | 572 | 0.35 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 4,185 | 0.12 | 568 | 0.18 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 732 | 35.56 | 99 | 35.62 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,917 | 532 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 17,864 | 0.07 | 2,425 | 0.08 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 60,569 | 4.31 | 8,218 | 7.13 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 163,402 | 0.52 | 22,179 | 0.56 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6,752 | 2.54 | 916 | 2.58 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,940 | 132.06 | 263 | 132.74 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29,469 | 4.09 | 4,000 | 4.17 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3,975 | 6.17 | 540 | 6.31 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 1,444 | 201 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3,488 | 0.46 | 473 | 0.42 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 1,475 | 200 | ||||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 36,851 | 0.60 | 5,002 | 0.62 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 103 | 329.17 | 14 | 333.33 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,177 | 0.10 | 1,110 | 0.09 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,836 | 1.37 | 2,014 | 1.41 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,677 | 0.45 | 363 | 0.55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 389 | 53 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 416,482 | 2.12 | 57 | 1.82 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 93,275 | 2.29 | 12,660 | 2.34 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 413,123 | 0.61 | 56,074 | 0.64 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 9,560 | 0.67 | 1,298 | 0.70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,358 | 0.01 | 2,356 | 0.08 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,206 | 0.14 | 571 | 0.18 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3,172 | 0.67 | 431 | 0.70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 163,284 | 82.90 | 1,136,777 | 9,284.77 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 1,792 | 0.11 | 243 | 0.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,011,061 | 9.02 | 408,691 | 9.06 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 42,658 | 1.51 | 5,877 | 15.01 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 29,037 | 2.16 | 3,941 | 2.20 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 59,967 | 1.91 | 8,139 | 1.94 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 26,968 | 1.82 | 3,660 | 1.86 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,694 | 16.60 | 501 | 16.78 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 61,117 | 0.44 | 8,295 | 0.47 |
