Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF meliputi Diligent Investors, LLC, Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, Sagard Holdings Management Inc., Wbh Advisory Inc, Walker Financial Services, Inc., RSMV - Relative Strength Managed Volatility Strategy ETF, Tactive Advisors, LLC, Investor's Fiduciary Advisor Network, LLC, Perennial Advisors, LLC, Retirement Income Solutions, Inc, Citizens & Northern Corp, XY Planning Network, Inc., Gateway Wealth Partners, LLC, Wealthcare Capital Partners, LLC, RFG - Bristol Wealth Advisors, LLC, MBE Wealth Management, LLC, TT Capital Management LLC, Natural Investments, Llc, dan Beacon Capital Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 491,213 | 9.95 | 14,388 | 10.14 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 126,650 | 3,699 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 85,311 | 33.25 | 2,489 | 33.05 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 61,317 | 1,796 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 27,718 | 812 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1,835,886 | 32.22 | 53,773 | 32.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 17,830 | 18.91 | 522 | 19.18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17,451 | 511 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 28,987 | 9.85 | 849 | 10.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,166,476 | 64.94 | 151,326 | 65.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,516 | 69.81 | 484 | 70.07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 105,469 | 4.91 | 3,089 | 5.10 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 18,698 | 548 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 51,803 | 2 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 22,100 | 647 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,607 | 6.05 | 164 | 6.49 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 123,832 | 2.55 | 3,621 | 3.34 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 21,003 | 615 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,172 | 1.72 | 298 | 1.71 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 342,438 | 0.86 | 10,030 | 1.04 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 698,510 | 60.33 | 20,459 | 60.61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28,247 | 195.59 | 827 | 196.42 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4,536,877 | 9.61 | 132,885 | 9.80 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 261,875 | 2.24 | 7,639 | 1.96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 92,677 | 5.16 | 2,715 | 5.36 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,263 | 37 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 1,334,080 | 119.50 | 39,075 | 119.88 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 334,134 | 268.04 | 9,787 | 268.73 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 24,978 | 64.35 | 732 | 64.64 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 189,573 | 4.68 | 5,553 | 4.97 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 154,792 | 23.46 | 4,534 | 23.65 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 332,255 | 8.75 | 9,732 | 8.93 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 461,037 | 0.06 | 13,504 | 0.23 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 7,017 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 28 | 1 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 456,809 | 0.68 | 13,380 | 0.85 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 15,694 | 47.25 | 460 | 47.59 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 504,368 | 5.04 | 14,773 | 5.21 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 51,376 | 61.68 | 1,505 | 61.89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 81,298 | 41.46 | 2,381 | 41.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 239,260 | 4.59 | 7,008 | 4.77 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 230,764 | 0.60 | 6,759 | 0.78 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 17,605 | 1.03 | 1 | |||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 18,925 | 554 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 23,766 | 1.08 | 696 | 1.31 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 109,400 | 0.79 | 3,204 | 0.98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18,404 | 539 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,152,120 | 15.53 | 63,036 | 15.73 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 9 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46,423 | 326.72 | 1,360 | 327.36 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8,374 | 245 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,926 | 5.19 | 144 | 5.88 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 91,355 | 29.66 | 2,684 | 30.93 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 499,774 | 7.96 | 14,638 | 8.15 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,134 | 1.07 | 33 | 3.13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 725,851 | 3.90 | 21,260 | 4.08 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 18,469 | 1.12 | 541 | 1.12 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 215,191 | 0.26 | 6,303 | 0.43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 49,082 | 7.26 | 1,438 | 7.48 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4,606 | 956.42 | 134 | 1,016.67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15,166 | 36.91 | 444 | 37.46 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 8,431 | 11.61 | 247 | 11.82 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 27,443 | 2.44 | 804 | 2.55 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 50,261 | 1,472 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 71,641 | 2,098 | ||||||
| 2025-08-28 | NP | RSMV - Relative Strength Managed Volatility Strategy ETF | 73,525 | 2,154 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,400 | 24.96 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,708 | 1.95 | 109 | 1.89 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 56,104 | 1.21 | 1,643 | 1.42 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 972,120 | 3.01 | 28,473 | 3.19 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7,509 | 1.04 | 220 | 0.92 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 4,297 | 126 | ||||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 9,800 | 18.07 | 287 | 18.60 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 175,424 | 85.66 | 5,138 | 86.02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 585,514 | 2,416.93 | 17,150 | 2,421.91 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43,581 | 2.35 | 1,276 | 2.49 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40,254 | 5.60 | 1,179 | 5.83 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7,302 | 214 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 9,646 | 283 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 48,528 | 513.81 | 1,421 | 515.15 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9,361 | 274 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 43,482 | 68.35 | 1,274 | 68.61 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 9,021 | 4.64 | 264 | 4.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27,910 | 53.93 | 818 | 54.15 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3,388,316 | 46.25 | 99,244 | 46.50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,508,559 | 13.73 | 249,216 | 13.92 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 13,311 | 6.07 | 389 | 6.87 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 1,380,951 | 6.28 | 40,448 | 6.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,275,497 | 11.10 | 37,360 | 11.28 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 665,709 | 1.35 | 19,499 | 1.53 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 21,549 | 631 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,212 | 170.69 | 123 | 173.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66,300 | 90.75 | 1,942 | 91.04 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 77,160 | 2,260 | ||||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 323,934 | 5.79 | 9,517 | 6.81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25,850 | 36.35 | 757 | 36.64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 597,299 | 14.53 | 17,495 | 14.72 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 376,841 | 9.34 | 11,038 | 9.53 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,199 | 3.15 | 152 | 3.40 | ||||
| 2025-08-07 | 13F | PFG Advisors | 279,612 | 12.53 | 8,190 | 12.72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14,400 | 9.51 | 422 | 9.64 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 257 | 29.80 | 8 | 40.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 420,678 | 32.70 | 12,322 | 32.93 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 833 | 24 | ||||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 30,000 | 879 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,313,895 | 6.63 | 67,774 | 6.81 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 107,360 | 0.68 | 3,145 | 0.87 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 59,181 | 115.99 | 1,733 | 116.35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29,385 | 5.60 | 861 | 5.78 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 168,753 | 0.48 | 4,934 | 123,250.00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 14,704 | 1.98 | 428 | 1.66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67,234 | 14.19 | 1,969 | 14.41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,455,489 | 73.62 | 42,631 | 73.92 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 38,575 | 1 | ||||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 16,635 | 5.44 | 942 | 106.13 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 426,638 | 7.78 | 12,496 | 7.98 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9,896 | 4.30 | 290 | 4.33 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 117,745 | 3,449 | ||||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 42,325 | 14.94 | 1,240 | 15.15 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16,291 | 3.88 | 477 | 4.61 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 101,810 | 16.05 | 2,982 | 16.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 549 | -2.66 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 90,596 | 139.69 | 2,654 | 140.09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13,315 | 0.95 | 390 | 1.30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49,971 | 16.97 | 1,464 | 18.08 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 34,265 | 9,013.03 | 1,004 | 9,018.18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 24,728 | 1.04 | 724 | 1.26 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 104,723 | 13.53 | 3,067 | 13.72 | ||||
| 2025-08-14 | 13F | State Street Corp | 12,419,060 | 3.33 | 363,754 | 3.51 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 18,949 | 555 | ||||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 21,942,738 | 0.06 | 643 | 0.16 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 34,348 | 1,004 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 139,400 | 4,069 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 78 | 2 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 117,727 | 3,448 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 106,023 | 17.09 | 3,105 | 17.30 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13,103 | 384 | ||||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 33,408 | 10.19 | 978 | 10.38 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8,356 | 244 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10,502 | 8.49 | 308 | 8.48 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 7,928 | 232 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 4,737 | 15.79 | 0 | |||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 221,525 | 4.44 | 6,477 | 5.27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579,844 | 12.18 | 16,897 | 11.80 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 56,209 | 1.69 | 1,640 | 1.55 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,611 | 252 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,473 | 307 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 175,722 | 63.95 | 5,147 | 64.20 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 285,128 | 3.56 | 8,351 | 3.74 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477,550 | 192.68 | 13,987 | 193.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 791,162 | 26.92 | 23,173 | 27.14 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10,435 | 306 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 14,635 | 20.53 | 429 | 20.56 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 571,026 | 1.04 | 16,725 | 1.21 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 29,795 | 0.30 | 873 | 0.46 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 11,366 | 333 | ||||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 550 | 16 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 24,363 | 4.85 | 714 | 5.79 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 31,372 | 918 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,235 | 287.15 | 36 | 300.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10,188 | 11.17 | 298 | 11.61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,219 | 3.48 | 211 | 3.94 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 283 | 8 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,412 | 0.14 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 404,443 | 5.81 | 11,846 | 5.99 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 845,077 | 23.09 | 24,752 | 23.30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 172,374 | 14.33 | 5,049 | 14.52 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 85,922 | 2,517 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 53,450 | 8.18 | 1,566 | 8.38 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 76,796 | 0.17 | 2,249 | 0.36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 388,516 | 2.06 | 11,380 | 2.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,767,455 | 5.39 | 51,769 | 5.57 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 129,462 | 26.92 | 3,792 | 27.09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26,803 | 139.16 | 785 | 140.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 262,057 | 9.98 | 8 | 16.67 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,140 | 0.96 | 92 | 1.11 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 12,235 | 10.16 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 284,219 | 7.29 | 8,325 | 7.48 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 747,610 | 3.16 | 21,898 | 4.66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 398,015 | 0.79 | 11,658 | 0.96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 200,000 | 5,858 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 77,883 | 0.26 | 2,281 | 0.44 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 853,117 | 6.65 | 24,988 | 6.83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 996,838 | 174.72 | 29,197 | 175.18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17,093 | 40.42 | 501 | 40.85 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 68,694 | 2,012 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 428,112 | 18.12 | 12,539 | 18.33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160,823 | 4.03 | 4,711 | 4.20 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 107,094 | 0.40 | 3,137 | 0.55 |
