Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF meliputi Richard Bernstein Advisors LLC, Collier Financial, Madison Asset Management, LLC, Quest Partners LLC, Sharkey, Howes & Javer, October Effect Ltd, INKM - SPDR SSGA Income Allocation ETF, Christopher J. Hasenberg, Inc, Richmond Investment Services, LLC, Patron Partners Advisors, Llc, XY Planning Network, Inc., ASB Consultores, LLC, Sensible Financial Planning & Management, LLC., Exchange Traded Concepts, Llc, Edgestream Partners, L.P., WealthPlan Investment Management, LLC, Coastal Bridge Advisors, LLC, Lido Advisors, LLC, XTX Topco Ltd, dan OneAscent Financial Services 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 9,681 | 0.29 | 279 | 1.09 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 8 | 0 | ||||||
| 2025-04-15 | 13F | Collier Financial | 565,996 | 16,176 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 16,815 | 4.65 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 16,252 | 0.51 | 468 | 1.08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 794 | 23 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 316,243 | 466.66 | 9,098 | 470.77 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,844 | 226 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 701 | 20 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 25,940 | 2.86 | 746 | 6.12 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 395,287 | 11,372 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 344,205 | 3.35 | 9,903 | 4.03 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 11,591 | 56.47 | 333 | 57.82 | ||||
| 2025-08-05 | 13F | Burney Co/ | 7,137 | 205 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1,988,240 | 57,202 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,700 | 49 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 834 | 24 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 224,407 | 2.10 | 6,456 | 1.83 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 43,399 | 1,249 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 13,871 | 399 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 21,108 | 144.67 | 607 | 146.75 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 7,598 | 0.22 | 219 | 0.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 875,726 | 4.92 | 25,195 | 5.62 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 383,755 | 297.41 | 11,040 | 300.25 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 494,894 | 6.17 | 14,144 | 8.84 | ||||
| 2025-05-29 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 74,790 | 16.60 | 2,137 | 18.92 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 517,475 | 0.98 | 14,852 | 1.41 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20,965 | 3.97 | 603 | 4.69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,017,572 | 14.04 | 29,276 | 14.80 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1,600,520 | 19.67 | 46,047 | 20.47 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 999,059 | 0.37 | 28,743 | 1.04 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,312,136 | 233.48 | 37,750 | 235.70 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 7,147 | 74.40 | 206 | 75.21 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 22,566 | 10.82 | 649 | 11.70 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 760,390 | 7.02 | 21,876 | 7.73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,511 | 6.09 | 274 | 6.64 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 32,486 | 38.02 | 935 | 38.99 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,169 | 1,702 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,216,837 | 164.46 | 524,098 | 166.22 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 72,874 | 2,097 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 285,468 | 28.82 | 8,213 | 29.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8,419 | 5.09 | 242 | 6.14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,169 | 0.79 | 62 | 1.64 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3,708,202 | 25.10 | 106,685 | 25.93 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 17,563 | 502 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 932,751 | 19.23 | 26,835 | 20.02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,451 | 42 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 236,310 | 19.21 | 6,799 | 20.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 55,133 | 6.43 | 1,586 | 7.16 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 146,384 | 6.86 | 4,211 | 7.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 827 | 152.13 | 24 | 155.56 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 8,878 | 232.76 | 254 | 241.89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,373 | 18.13 | 385 | 18.89 | ||||
| 2025-05-29 | NP | PWRAX - Power Income Fund Class A | 913,340 | 10.46 | 26,103 | 12.67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,499 | 245 | ||||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 271,504 | 256.40 | 7,811 | 258.80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,568 | 4,325.35 | 362 | 4,412.50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 13,436 | 387 | ||||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 26,653 | 37.42 | 767 | 40.04 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 176,901 | 30.24 | 5,089 | 31.09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 79,247 | 20.13 | 2,280 | 20.90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,164,868 | 16.75 | 62,283 | 17.53 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 959,465 | 5.69 | 27,604 | 6.88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 101,364 | 196.72 | 2,916 | 198.77 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1,275,563 | 8.32 | 36,698 | 9.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123,372 | 20.43 | 3,549 | 21.25 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 57,678 | 0.94 | 1,659 | 1.59 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 203,962 | 5,868 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3,944,118 | 3.08 | 113,472 | 3.77 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 320,000 | 12.68 | 9,206 | 13.67 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 33,657 | 2,211.61 | 968 | 2,260.98 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7,431 | 214 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 87,378 | 4.40 | 2,514 | 5.10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 648,687 | 37.27 | 18,630 | 37.93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 34,991 | 109.00 | 1,007 | 110.46 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1,833,118 | 12.69 | 52,738 | 13.44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 20,959 | 27.06 | 603 | 27.81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 23,669 | 12.18 | 681 | 12.96 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 22,283 | 0.31 | 641 | 1.10 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,275 | 54.36 | 37 | 56.52 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 899,660 | 3.31 | 25,883 | 4.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,544,393 | 10.06 | 245,801 | 10.71 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20,577 | 592 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 40,380 | 2.31 | 1,162 | 2.93 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 291,520 | 24.28 | 8,361 | 25.13 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 163,900 | 4,715 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 474,150 | 0.48 | 13,641 | 1.15 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 174,337 | 0.46 | 4,988 | 14.83 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 62,997 | 3.53 | 1,812 | 4.38 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5,248 | 2,783.52 | 151 | 2,900.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36,383 | 181.17 | 1,047 | 183.47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 184,523 | 5,309 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 221,055 | 42.98 | 6,360 | 43.93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 133,612 | 13.08 | 3,844 | 13.86 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 485,875 | 1.63 | 13,979 | 2.31 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 14,221 | 409 | ||||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 1,988,240 | 9.99 | 57,202 | 10.72 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 148,369 | 16.38 | 4,269 | 17.16 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 58,239 | 31.81 | 1,676 | 32.73 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 443,144 | 0.62 | 12,749 | 1.29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 712 | 53.78 | 20 | 53.85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,423 | 14.44 | 98 | 15.29 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 37,806 | 1,088 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,259,954 | 49.80 | 151,328 | 50.80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,037,558 | 1.48 | 29,851 | 2.16 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24,559 | 707 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 3,020 | 0.97 | 87 | 1.18 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,450,318 | 116.04 | 41,726 | 117.48 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,151,015 | 3.20 | 33,115 | 3.89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 289,839 | 33.00 | 8,339 | 33.88 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 50,241 | 1,445 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 81,316 | 3.39 | 2,339 | 4.09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 281,700 | 1.89 | 8,105 | 2.57 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 24,741 | 712 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 630,079 | 7.02 | 18,127 | 7.73 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,729 | 3.74 | 280 | 4.10 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34,292 | 8.63 | 984 | 9.33 | ||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,724,495 | 73.27 | 164,694 | 74.42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 548 | 3.01 | 16 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,539 | 42.78 | 533 | 43.67 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 22,431 | 645 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 33 | 3.12 | 1 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,789 | 37.40 | 51 | 37.84 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 29,718 | 8.25 | 855 | 8.93 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 173 | 105.95 | 5 | 100.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,262 | 0.21 | 123 | 0.83 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,301 | 0.87 | 468 | 0.43 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 14,976 | 431 | ||||||
| 2025-08-08 | 13F | Creative Planning | 219,882 | 706.31 | 6,326 | 712.07 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 5,687,092 | 75.19 | 163,618 | 76.36 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 295,489 | 61.68 | 8,501 | 62.76 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,017 | 0.75 | 346 | 1.47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,089,319 | 13.11 | 146,420 | 13.86 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,492 | 40.19 | 273 | 41.45 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 14,887 | 0.88 | 428 | 1.66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 438,644 | 33.25 | 13 | 33.33 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 87,635 | 2,521 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 448,306 | 30.35 | 12,898 | 31.21 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 391,127 | 108.22 | 11,253 | 109.61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 45,969 | 4.83 | 1,323 | 5.51 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8,706 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12,814 | 369 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28,511 | 137.35 | 820 | 139.07 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 100 | 1.01 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 210,233 | 17.70 | 6,049 | 18.47 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 499 | 14 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 83 | 822.22 | 2 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,251,220 | 13.04 | 35,998 | 13.79 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 124,334 | 17.78 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 133,008 | 9.16 | 3,827 | 9.88 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 577,473 | 9.18 | 16,614 | 9.91 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10,537 | 303 | ||||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 42,156 | 2.11 | 1,213 | 2.80 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 46,820 | 9.40 | 1,340 | 9.48 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 7,535 | 215 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 171,561 | 139.67 | 4,936 | 141.32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,967 | 7.09 | 143 | 10.08 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 8,248,164 | 237,300 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 282,082 | 8.38 | 8,138 | 11.43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,341,072 | 1.21 | 38,583 | 1.88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 119,094 | 104.04 | 3,426 | 105.40 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 53,278 | 11.45 | 1,533 | 12.15 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 37,118 | 0.60 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52,463 | 8.99 | 1,509 | 9.75 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 157,720 | 0.76 | 4,538 | 1.43 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 7,871 | 226 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 24,412 | 772 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 613,111 | 85.82 | 17,639 | 87.05 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,694 | 49 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,856 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 51,640 | 11.77 | 1,486 | 12.50 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 481 | 14 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 115,193 | 3.75 | 3,314 | 4.44 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 7,603 | 219 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 31,227 | 898 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,115 | 0.95 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4,557,214 | 46.30 | 131 | 47.19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141,533 | 8.79 | 4,072 | 9.49 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,153,761 | 0.22 | 33,194 | 0.89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,588 | 132.67 | 247 | 135.24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29,593 | 13.01 | 851 | 13.77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,427,377 | 27.40 | 41,066 | 28.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 44,173,644 | 15.50 | 1,270,876 | 16.26 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 499,114 | 1.30 | 14,360 | 1.97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,804 | 52 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 10,183 | 7.94 | 293 | 7.35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 313,152 | 21.22 | 9,009 | 22.02 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 142,952 | 15.39 | 4,113 | 16.16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,750,028 | 1.06 | 79,118 | 1.74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 527 | 67.83 | 15 | 87.50 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 30,826 | 15.69 | 887 | 16.43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 479,859 | 0.92 | 13,806 | 1.59 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 45,572 | 2.37 | 1,311 | 3.07 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 30,658 | 11.54 | 882 | 12.36 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 53,019 | 1,525 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 309,967 | 3.24 | 8,918 | 3.93 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14,494 | 27.61 | 417 | 28.40 | ||||
| 2025-08-14 | 13F | State Street Corp | 5,724,495 | 72.86 | 164,694 | 74.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 76,946 | 25.34 | 2,214 | 26.17 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 346,588 | 0.20 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 32,699 | 95.72 | 938 | 96.65 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 58 | 2 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,485,576 | 9.30 | 71,510 | 10.03 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 420,359 | 8.21 | 12,023 | 8.30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 125,664 | 37.98 | 3,615 | 38.93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 426,470 | 13.00 | 12 | 20.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 112,257 | 7.94 | 3,230 | 8.65 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10,349,392 | 2.43 | 297,752 | 3.11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 275,517 | 15.18 | 8 | 16.67 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7,755 | 223 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 202,596 | 65.79 | 5,829 | 66.90 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 20,155 | 580 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,021 | 231 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 361,406 | 875.35 | 10,398 | 881.78 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 241,504 | 4.70 | 6,948 | 5.40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 164,084 | 71.48 | 5 | 100.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 452 | 247.69 | 13 | 333.33 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 16,045 | 13.13 | 462 | 13.83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 635,600 | 140.66 | 18,287 | 142.24 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 15,401 | 443 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 26 | 1,200.00 | 1 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 291,103 | 13.25 | 8,375 | 14.01 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 1,740,550 | 49,920 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 30,119 | 1.39 | 867 | 2.00 |
