Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF meliputi AJ Advisors, LLC, Financial Partners Group, Inc, Austin Wealth Management, LLC, Diversified Portfolios, Inc., Precision Wealth Strategies, LLC, Rsm Us Wealth Management Llc, Regatta Capital Group, Llc, Entrewealth, Llc, American Alpha Advisors, LLC, Prairieview Wealth Partners, Llc, United Advisor Group, LLC, Presper Financial Architects, LLC, Pure Financial Advisors, Inc., Insigneo Advisory Services, Llc, Vise Technologies, Inc., Heritage Wealth Architects, Inc., FSA Advisors, Inc., XTX Topco Ltd, Latitude Advisors, LLC, dan Sax Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Old National Bancorp /in/ | 303,142 | 2.80 | 7,512 | 1.01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 127,908 | 37.54 | 3,163 | 35.01 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 62,872 | 37.65 | 1,558 | 35.27 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2,104,713 | 6.17 | 52,155 | 4.32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 52,624 | 13.70 | 1,304 | 11.74 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 40,449 | 9.45 | 1,002 | 7.51 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 8,610 | 213 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 127,147 | 1,188.61 | 3,151 | 1,170.16 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 15,365 | 0.87 | 381 | -1.04 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 18,331 | 1.73 | 454 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 110,051 | 2,727 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 98,520 | 1.46 | 2,441 | -0.29 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 958 | 1.16 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 23,146 | 100.02 | 562 | 96.15 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 19,542 | 484 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 192,912 | 137.70 | 4,780 | 133.63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,992 | 396 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 106,531 | 2,590 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 48,227 | 425.81 | 1,195 | 417.32 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,528 | 38 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 44,051 | 4.83 | 1,092 | 3.02 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,940 | 0.78 | 395 | -0.75 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 26,485 | 13.52 | 656 | 11.56 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 101,534 | 6.07 | 2,516 | 4.23 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 182,140 | 25.10 | 4,513 | 22.94 | ||||
| 2025-08-13 | 13F | Oribel Capital Management, LP | Call | 608,200 | 46,868 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 40,399 | 31.89 | 1,001 | 29.66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15,228 | 5.19 | 377 | 3.29 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 18,500 | 103.07 | 458 | 100.00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 49,883 | 35.00 | 1,232 | 32.47 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 27,454 | 680 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18,893 | 63.83 | 483 | 66.55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162,305 | 76.48 | 4,022 | 73.39 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 76,341 | 0.61 | 1,892 | -1.15 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16,231 | 402 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 21,949 | 4.51 | 544 | 2.65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14,837 | 1.37 | 368 | -0.54 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 38 | 2.70 | 1 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -3,349 | -43.17 | -83 | -44.59 | |||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9,481 | 1.14 | 235 | -0.85 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 88,675 | 0.15 | 2,181 | 1.82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 136,439 | 13.50 | 3,381 | 11.51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26,339 | 653 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 180 | 89.47 | 4 | 100.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,729,665 | 21.59 | 67,641 | 19.47 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 46,213 | 54.53 | 1,145 | 51.86 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 12,643 | 313 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 426,383 | 0.78 | 10,566 | -0.98 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 14,935 | 0.78 | 370 | -0.80 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 18,518 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,567 | 39 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10,950 | 28.21 | 271 | 26.05 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 32 | 1,500.00 | 1 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13,836 | 343 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 32,685 | 9.50 | 810 | 7.58 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,340 | 231 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 26,775 | 13.21 | 663 | 11.24 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 53,411 | 5.71 | 1,324 | 3.85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5,181,822 | 4.17 | 128,406 | 2.36 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 58,018 | 7.85 | 1,438 | 5.97 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 66,137 | 6.50 | 1,634 | 4.28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 836,993 | 12.19 | 20,741 | 10.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,966,913 | 12.94 | 48,740 | 10.97 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 10,742 | 0.68 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,823 | 3.87 | 219 | 1.87 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 11,895 | 11.30 | 295 | 9.29 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 687 | 17 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 4,819 | 1.15 | 119 | -0.83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,292 | 102.29 | 57 | 100.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 328,754 | 0.99 | 8,147 | -0.77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 42,232 | 1,047 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35,436 | 18.70 | 878 | 15.07 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 26,000 | 644 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 996,285 | 16.16 | 24,688 | 14.13 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 20,629 | 511 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 37,276 | 90.63 | 924 | 87.22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,314 | 178.95 | 181 | 182.81 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,488 | 210 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,615 | 313 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 220 | -1.79 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 56,630 | 5.03 | 1,396 | 1.75 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 81,522 | 2,020 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 39,923 | 97.57 | 1 | |||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 110,752 | 2,744 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12,000 | 63,057.89 | 297 | 29,600.00 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 31,377 | 4.96 | 778 | 3.19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9,766 | 1.39 | 242 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 66,998 | 41.57 | 1,660 | 39.15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 15,970 | 396 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8,822 | 219 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 160 | 4 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73,913 | 2.22 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12,242 | 303 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 549,661 | 49.19 | 13,621 | 46.59 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 371,434 | 241.27 | 9,204 | 235.42 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,343 | 0.85 | 256 | -0.78 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 71,109 | 25.24 | 1,762 | 23.13 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 100 | 0 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 106,286 | 11.82 | 2,634 | 9.85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 182,832 | 0.45 | 4,507 | -1.83 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 53,862 | 1,335 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 949 | 0.74 | 24 | 0.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14,676 | 22.68 | 364 | 20.60 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16,315 | 404 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 155,531 | 7.27 | 3,854 | 5.42 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 41,650 | 6.66 | 1,032 | 4.88 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 21,861 | 18.16 | 542 | 16.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67,617 | 9.97 | 1,676 | 8.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 457,675 | 44.09 | 11,350 | 41.68 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 99,922 | 7.83 | 2,476 | 5.95 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 10,383 | 25.85 | 257 | 23.56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 122,593 | 8.65 | 3,038 | 6.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310,564 | 0.77 | 7,696 | -0.99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 525,217 | 0.16 | 13,015 | -1.59 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 42,293 | 2.36 | 1,048 | 0.58 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,587 | 89 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 50,219 | 1.52 | 1,244 | -0.24 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 29,195 | 48.12 | 721 | 44.87 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12,405 | 0.91 | 307 | -0.97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,960 | 4.70 | 445 | 3.01 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 17,378 | 14.42 | 431 | 12.27 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6,695,210 | 25.60 | 165,907 | 23.41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 240 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,769,142 | 5.53 | 118,179 | 3.69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18,170 | 83.54 | 450 | 80.72 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 36,759 | 2.19 | 911 | 0.33 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 262 | 6 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 67,968 | 22.86 | 1,684 | 20.72 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17,936 | 444 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 25,320 | 3.21 | 627 | 1.46 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 298,704 | 67.16 | 7,402 | 63.74 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,378 | 257 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19,377 | 480 | ||||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 593,900 | 3.18 | 14,717 | 1.38 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 12,282 | 1.14 | 304 | -0.65 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,624 | 174.75 | 115 | 171.43 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 21,733 | 48.95 | 527 | 48.17 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 533,510 | 96.39 | 13,220 | 92.96 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2,876 | 2.06 | 71 | 0.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 32,309 | 47.10 | 801 | 44.67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,157,569 | 7.37 | 152,585 | 5.50 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 29,376 | 16.52 | 728 | 14.49 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 10,228 | 13.66 | 253 | 11.95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 55,181 | 12.04 | 1,367 | 10.06 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 52,226 | 25.07 | 1,294 | 22.89 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 788,459 | 2.73 | 19,538 | 0.95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,203 | 154 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 15,370 | 7.27 | 381 | 5.26 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11,293 | 280 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 290,082 | 13.97 | 7,188 | 11.96 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 8,866 | 4.75 | 220 | 2.82 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 10,228 | 13.92 | 253 | 11.95 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 25,796 | 61.51 | 637 | 63.33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 21,230 | 9.66 | 526 | 7.79 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 4,018 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,136 | 0.28 | 53 | -1.89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23,043 | 571 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 9,093 | 0.89 | 225 | -0.88 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 14,245 | 0.04 | 353 | -1.95 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,035 | 13.40 | 560 | 9.18 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 146,223 | 2.78 | 3,623 | 0.98 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 14,585 | 361 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 12,140 | 19.44 | 298 | 17.86 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 47,341 | 6.36 | 1,168 | 4.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,895 | 57.06 | 1 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 406,646 | 9.33 | 10,077 | 7.42 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 300 | 7 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 36,326 | 12.50 | 887 | 12.58 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,625 | 1.12 | 40 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 93,945 | 1.36 | 2,328 | -0.43 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 36,170 | 195.41 | 896 | 190.91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 80,722 | 18.49 | 2,000 | 16.41 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 103,474 | 0.74 | 2,564 | -1.00 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 154,468 | 0.97 | 3,828 | -0.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 181,659 | 75.59 | 4,487 | 72.14 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 80,040 | 1.23 | 1,983 | -0.50 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 10,535 | 0.71 | 261 | -0.76 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,185 | 2.22 | 252 | 0.40 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -5,526 | -27.90 | -137 | -29.53 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 417,477 | 0.46 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2,274,020 | 12,353.56 | 56,350 | 12,150.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31,521 | 2,378.07 | 1 | -96.87 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14,010 | 347 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18,234 | 10.34 | 452 | 8.41 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,379 | 307 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 570 | 0.35 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 35,548 | 881 |
