Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio High Yield Bond ETF meliputi Grimes & Company, Inc., Principal Financial Group Inc, Bank Of Nova Scotia, SGHAX - DWS Global High Income Fund Class A, Little Harbor Advisors, LLC, RMIF - LHA Risk-Managed Income ETF, SG Americas Securities, LLC, Quadrature Capital Ltd, Cambria Investment Management, L.P., Empowered Funds, LLC, Prime Capital Investment Advisors, LLC, Martel Wealth Advisors Inc, AGGA - Astoria Dynamic Core US Fixed Income ETF, Dunhill Financial, LLC, Planwiser Financial, Llc, Tempus Wealth Planning, LLC, ERNZ - TrueShares Active Yield ETF, Good Steward Wealth Advisors,LLC, Anchor Pointe Wealth Management, LLC, dan Mission Hills Financial Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 166,194 | 2.19 | 3,906 | 0.72 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 27,897 | 655 | ||||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 7,469,670 | 2.22 | 177,778 | 3.88 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14,370 | 19.85 | 342 | 22.14 | ||||
| 2025-07-28 | 13F | Toews Corp /adv | 987,300 | 23,498 | ||||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 252,500 | 6 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 218,046 | 27.73 | 5,189 | 29.82 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1,151,255 | 21.94 | 27,400 | 23.92 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 1,040,552 | 0.40 | 24,765 | 2.03 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 16,189 | 2.44 | 381 | 3.53 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11,778 | 22.17 | 280 | 23.89 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 58,591 | 9.16 | 1,394 | 10.90 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 9,082 | 216 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,149 | 0.01 | 170 | 1.80 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 267,483 | 40.31 | 6,366 | 42.61 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 60,468 | 1,439 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 49,077 | 1,631.11 | 1,168 | 1,669.70 | ||||
| 2025-06-27 | NP | THY - Agility Shares Dynamic Tactical Income ETF | 392,300 | 8.13 | 9,121 | 5.71 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 122,337 | 36.52 | 2,902 | 38.34 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 96,253 | 2.70 | 2,291 | 5.48 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19,403 | 0.94 | 462 | 2.44 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 74,934 | 48.61 | 1,783 | 51.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 824,864 | 19.36 | 20 | 18.75 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A | 55,000 | 83.33 | 1,309 | 86.47 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 300,000 | 7,140 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 46,550 | 5.11 | 1,108 | 6.75 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 944,981 | 6.18 | 22,491 | 7.90 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 12,240 | 6.23 | 291 | 8.18 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3,399,653 | 4.24 | 80,912 | 5.93 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 23,044 | 5.23 | 548 | 7.66 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 105,792 | 5.78 | 2,518 | 7.47 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 78,295 | 6.06 | 1,863 | 7.81 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 132,887 | 47.34 | 3,163 | 49.72 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80,839 | 0.76 | 1,924 | 2.40 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 22,253 | 0.86 | 530 | 2.52 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 18,455 | 1.21 | 439 | 2.81 | ||||
| 2025-07-28 | NP | APLU - Allspring Core Plus ETF | 14,268 | 43.14 | 335 | 41.35 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 10,110 | 241 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 28,956 | 0.07 | 689 | 1.77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143,923 | 713.54 | 3,425 | 727.29 | ||||
| 2025-06-11 | NP | SGHAX - DWS Global High Income Fund Class A | 255,000 | 5,929 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 72,168 | 8.83 | 1,718 | 10.56 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 41,796 | 3.16 | 995 | 4.85 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 1,018,898 | 4.61 | 24,250 | 6.31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23,574 | 5.41 | 561 | 7.27 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 206,333 | 33.90 | 4,911 | 36.09 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 921,354 | 2.67 | 21,928 | 4.28 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 541,068 | 3.99 | 12,877 | 5.68 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 93,012 | 0.95 | 2,214 | 2.60 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 24,946 | 14.01 | 594 | 15.82 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 547,338 | 1.54 | 13,027 | 3.18 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 3,403 | 0.77 | 81 | 1.27 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 647,665 | 3.58 | 15,414 | 5.26 | ||||
| 2025-07-23 | 13F | Optas, LLC | 64,419 | 8.79 | 1,533 | 10.61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 29,615 | 10.93 | 705 | 12.64 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 199,646 | 4,752 | ||||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 143,510 | 3.90 | 3,372 | 2.43 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 62,000 | 106.67 | 1,476 | 110.11 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 37,405 | 876 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 103,135 | 45.76 | 2,455 | 48.10 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 171,682 | 0.17 | 4,086 | 1.82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,129 | 21.30 | 217 | 23.30 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 14,840 | 12.04 | 353 | 13.87 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 64,154 | 1,522 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10,814 | 257 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 111,273 | 33.19 | 2,648 | 35.38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 842,702 | 20,056 | ||||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 191,389 | 3.53 | 4,498 | 2.04 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13,164 | 0.77 | 313 | 2.62 | ||||
| 2025-08-22 | NP | RMIF - LHA Risk-Managed Income ETF | 252,500 | 6,010 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 222,321 | 5 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 68,594 | 3.40 | 1,633 | 5.09 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5,200 | 1.92 | 124 | 3.36 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 98,812 | 2,352 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 21,413 | 510 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 119,360 | 2,823 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 127,083 | 11.37 | 3,025 | 13.17 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 205,235 | 1.06 | 4,885 | 2.69 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,663 | 5,839.29 | 40 | 5.41 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 78,721 | 1,874 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,248,456 | 102.24 | 29,713 | 105.53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 90,562 | 32.26 | 2,148 | 34.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 953,224 | 5.15 | 22,670 | 6.76 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 123,886 | 4.77 | 2,948 | 6.46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 310,227 | 11.08 | 7,383 | 12.89 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 736 | 2.65 | 18 | 6.25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 8,548,100 | 20.53 | 203,445 | 22.49 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 3,780 | 0.32 | 90 | 1.14 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,589 | 1.92 | 38 | 2.78 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 46,952 | 29.69 | 1,117 | 31.88 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 16,718 | 192.32 | 398 | 198.50 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 79,871 | 33.22 | 1,901 | 35.33 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 171,147 | 3.41 | 4,073 | 5.08 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 17,090 | 0.04 | 407 | 1.50 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 93,613 | 2,228 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 217 | 5 | ||||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 130,235 | 2.24 | 3,100 | 3.89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 136,579 | 98.61 | 3,251 | 101.86 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 73,216 | 51.28 | 1,743 | 53.75 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 585,655 | 546.74 | 13,716 | 545.46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 26,266 | 156.91 | 625 | 161.51 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 608,301 | 29.14 | 14,478 | 31.24 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 1,004 | 57.37 | 24 | 64.29 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 167,259 | 5.92 | 3,981 | 7.63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 16,769,188 | 5.24 | 399,112 | 6.95 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,097 | 50 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 177,163 | 8.74 | 4,216 | 10.51 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 14,625 | 25.14 | 348 | 27.47 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 110,929 | 10.21 | 2,640 | 12.01 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 34,343 | 5.62 | 817 | 7.36 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 87,740 | 2,075 | ||||||
| 2025-07-28 | NP | STYAX - Wells Fargo Core Plus Bond Fund Class A | 844,925 | 164.10 | 19,856 | 160.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,358,931 | 58.38 | 32,342 | 61.65 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10,625 | 10.39 | 253 | 12.00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 50,447 | 44.81 | 1,201 | 47.24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11,617 | 0.34 | 276 | 1.85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 550 | 13 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 66,006 | 7.02 | 1,571 | 8.73 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 84,520 | 81.73 | 2,012 | 84.66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,231 | 29 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 638 | 55.99 | 15 | 66.67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 415,369 | 1.51 | 9,761 | 3.76 | ||||
| 2025-08-28 | NP | GUHYX - Victory High Yield Fund Class A | 100,000 | 122.22 | 2,380 | 126.02 | ||||
| 2025-07-16 | 13F | American National Bank | 2 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 22,911 | 53.33 | 545 | 56.16 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14,701 | 0.95 | 349 | 2.35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 16,979 | 2.62 | 403 | 4.13 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 1,714,236 | 1.74 | 40,799 | 3.39 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 335,872 | 0.05 | 7,994 | 1.67 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,925 | 3.31 | 260 | 5.26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,738 | 232 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 13,226 | 40.84 | 315 | 43.38 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 530 | 13 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 27,278 | 649 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 135 | 3 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,276 | 3.82 | 30 | 7.14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11,357 | 8.42 | 270 | 10.20 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 15,275 | 13.04 | 364 | 14.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB | 262,030 | 4.51 | 6,236 | 6.20 | ||||
| 2025-08-29 | NP | TTRBX - Ambrus Core Bond Fund Institutional Class | 320,000 | 357.14 | 7,616 | 364.67 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 34,929 | 0.22 | 831 | 1.84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 147,017 | 82.78 | 3,499 | 85.77 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1,322 | 10,916.67 | 31 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 4,529 | 106 | ||||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 542,954 | 84.09 | 12,624 | 79.99 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72,496 | 14.51 | 1,725 | 16.40 | ||||
| 2025-08-28 | NP | HIIFX - Catalyst/SMH High Income Fund Class A | 32,000 | 6.67 | 762 | 8.10 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 105 | 3.96 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 78,751 | 4.29 | 1,874 | 5.76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 340,238 | 5.47 | 8,098 | 7.19 | ||||
| 2025-07-24 | NP | HYGY - NEOS Enhanced Income Credit Select ETF | 1,844,157 | 19.62 | 43,338 | 17.91 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12,193 | 290 | ||||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 59,509 | 54.26 | 1,384 | 50.82 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 159,840 | 5.50 | 3,804 | 7.22 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 499,979 | 24.16 | 11,900 | 26.18 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 96,582 | 2.11 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 14,364 | 342 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 446,262 | 0.13 | 10,621 | 1.75 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 227,697 | 6.96 | 5,419 | 8.71 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 281,431 | 32.76 | 6,664 | 34.52 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 34,809 | 36.92 | 828 | 39.16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 113,211 | 65.84 | 2,694 | 68.16 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 74,282 | 36.72 | 1,768 | 38.92 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 11,646 | 0.47 | 277 | 2.59 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 79,715 | 1,873 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10,782 | 1.63 | 257 | 3.23 | ||||
| 2025-08-08 | 13F | Creative Planning | 69,278 | 87.90 | 1,649 | 90.96 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 32,344 | 25.94 | 770 | 27.95 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 14 | 0 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2,146,080 | 51,077 | ||||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 109,791 | 2.91 | 2,571 | 2.68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8,974 | 214 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,544,322 | 0.20 | 274,755 | 1.83 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10,866 | 259 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 69,459 | 12.48 | 1,653 | 14.08 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1,605 | 36.83 | 38 | 40.74 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 62,000 | 106.67 | 1,476 | 110.11 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 76,159 | 1,813 | ||||||
| 2025-07-16 | 13F | Novem Group | 30,760 | 732 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 838,101 | 23.23 | 20 | 26.67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 99,563 | 298.32 | 2,370 | 304.96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 115,765 | 17.26 | 2,755 | 19.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 68,781 | 5.33 | 1,637 | 7.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 504,274 | 723.08 | 12,002 | 736.89 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 81 | 2 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 11,619 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,698 | 8.24 | 278 | 9.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 205,777 | 1.32 | 4,897 | 2.96 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,180 | 5.44 | 242 | 7.08 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 128,972 | 3,069 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 1,854,617 | 38.12 | 44,140 | 40.36 | ||||
| 2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 297,397 | 1.18 | 7,090 | 0.80 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 12,366 | 0.26 | 294 | 2.08 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 34,421 | 16.12 | 819 | 18.01 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 131,267 | 11.83 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 49,520 | 3.28 | 1,179 | 4.99 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 119,861 | 2.86 | 2,853 | 4.51 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 64,811 | 1,543 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7,983 | 429.03 | 190 | 440.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24,531 | 584 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 173,167 | 81.14 | 4,121 | 84.14 | ||||
| 2025-08-29 | NP | TCCBX - Ambrus Tax-Conscious California Bond Fund Institutional Class | 200,000 | 233.33 | 4,760 | 238.79 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 75,785 | 2.86 | 1,804 | 4.52 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 91,899 | 8.30 | 2,187 | 10.07 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 | 0 | ||||||
| 2025-07-28 | NP | TIIUX - Core Fixed Income Fund | 7,300 | 172 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 145,229 | 2.84 | 3,456 | 4.51 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 126,845 | 1.49 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 12,086 | 6.24 | 288 | 7.89 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24,637 | 39.24 | 586 | 41.55 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 229 | 5 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59,030 | 4.10 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 38,995 | 612.89 | 928 | 624.22 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15,350 | 40.88 | 365 | 43.14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7,275 | 377.05 | 173 | 394.29 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8,849 | 2.98 | 211 | 4.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,136,665 | 2.24 | 27 | 3.85 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 646,434 | 4.49 | 15,385 | 6.18 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 29,932 | 73.99 | 696 | 69.93 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 15,137 | 360 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 578,885 | 10.16 | 13,777 | 11.95 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 96,165 | 279.71 | 2,289 | 285.83 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 28,505 | 11.04 | 678 | 12.81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 133,145 | 1,133.62 | 3 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 284 | 7 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 311,830 | 1.90 | 7,422 | 3.56 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10,688 | 254 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 44,250 | 11.30 | 1,053 | 13.23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,135 | 23.44 | 122 | 25.77 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 656,200 | 14.12 | 15,618 | 15.97 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 511 | 2.00 | 12 | 9.09 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 60,604 | 8.37 | 1 | 0.00 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 225,916 | 8.83 | 5,309 | 7.30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,086 | 25.44 | 50 | 32.43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 313,007 | 7.25 | 7,450 | 8.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 250,310 | 11.39 | 5,943 | 12.96 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 84,627 | 2,014 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 167,287 | 19.83 | 3,981 | 21.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 37,000 | 230.36 | 881 | 235.88 | |||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 109,101 | 27.63 | 2,597 | 29.67 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 461,736 | 87.49 | 10,906 | 92.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 59,405 | 1,414 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 151,137 | 0.90 | 3,597 | 2.54 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 85,011 | 87.45 | 2,023 | 90.49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,520 | 250 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 155,751 | 3.59 | 3,707 | 5.25 | ||||
| 2025-08-29 | NP | TCNBX - Ambrus Tax-Conscious National Bond Fund Institutional Class | 215,000 | 290.91 | 5,117 | 297.28 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 77,382 | 1.59 | 1,842 | 3.25 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 500,765 | 17.42 | 11,858 | 18.98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 306,565 | 497.55 | 7,296 | 507.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,571,446 | 14.31 | 156,400 | 16.16 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 1,804,701 | 17.87 | 42,689 | 19.81 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 32,667 | 777 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1,117,534 | 3.98 | 26,519 | 5.36 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,193 | 0.40 | 243 | 2.11 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 694,177 | 1.73 | 16,521 | 3.39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,222,540 | 3.30 | 53 | 4.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 35,378 | 0.90 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33,420 | 77.66 | 795 | 80.68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 32,400 | 771 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 16,659 | 396 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,019 | 24.63 | 48 | 29.73 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,898,369 | 298.46 | 140,381 | 304.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 87,074 | 62.35 | 2,072 | 64.97 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 86,466 | 4.49 | 2,058 | 6.14 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50,520 | 346.68 | 1,202 | 355.30 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15,960 | 1.79 | 0 | |||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 53,484 | 15.00 | 1,273 | 16.80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,941 | 0.68 | 165 | 2.48 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | -70.00 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 582,944 | 44.43 | 13,874 | 46.47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 96,391 | 38.50 | 2,294 | 40.82 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 45,879 | 57.61 | 1,092 | 64.56 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 17,400 | 414 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 91,394 | 6.86 | 2,175 | 8.59 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,044,457 | 0.33 | 120,058 | 1.96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,094 | 71.20 | 240 | 73.91 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 903,301 | 0.58 | 21,498 | 2.21 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 62,117 | 32.74 | 1,478 | 34.98 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 178,074 | 9.55 | 4,238 | 11.35 | ||||
| 2025-08-14 | 13F | State Street Corp | 842,866 | 42.52 | 20,060 | 44.84 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17,756 | 3.23 | 420 | 7.14 | ||||
| 2025-07-24 | NP | DFRAX - DWS Floating Rate Fund Class A | 17,167 | 403 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 913,915 | 11.18 | 21,751 | 12.98 | ||||
| 2025-08-08 | 13F | CNO Financial Group, Inc. | 1,068,000 | 154.29 | 25,418 | 158.42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,071 | 8.60 | 287 | 10.38 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 9,700 | 231 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 8,725 | 1.27 | 208 | 2.99 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 104,598 | 4.92 | 2,489 | 6.64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19,048 | 23.88 | 453 | 25.83 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 58,871 | 4.35 | 1,401 | 6.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,567,446 | 55.50 | 61 | 60.53 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 42,148 | 6.84 | 1,003 | 8.67 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 103,446 | 3.14 | 2,431 | 1.63 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 26,810 | 0.54 | 638 | 2.24 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49,650 | 59.91 | 1 | |||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 20,515 | 34.34 | 488 | 36.69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,232 | 171.37 | 29 | 190.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 111,092 | 318.85 | 2,644 | 325.60 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,340,020 | 4.80 | 31,892 | 6.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 238,237 | 2.38 | 5,644 | 3.56 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,523,072 | 0.57 | 36,249 | 2.20 | ||||
| 2025-07-28 | NP | WFCPX - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP | 142,800 | 107.01 | 3,356 | 104.45 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 84,256 | 2,005 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 34,259 | 25.02 | 815 | 27.15 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 10,410 | 248 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 88,376 | 20.29 | 2,103 | 22.27 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1,091 | 26 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 187,675 | 28.40 | 4,467 | 30.47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,337 | 406.94 | 56 | 450.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 135 | 264.86 | 3 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 12,120 | 288 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 710 | 39.22 | 17 | 45.45 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1,947 | 46 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 7,014,494 | 166,945 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 121,032 | 5.34 | 2,849 | 8.53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 275,004 | 7.99 | 6,545 | 9.74 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 19,924 | 33.28 | 474 | 35.43 |
