Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF meliputi Midwest Trust Co, Gts Securities Llc, Summit Wealth Group Llc / Co, Diversified Trust Co, Kendall Capital Management, Engineers Gate Manager LP, Rsm Us Wealth Management Llc, Cresset Asset Management, LLC, Coordinated Financial Services, Inc., Net Worth Advisory Group, Concurrent Investment Advisors, LLC, Quantinno Capital Management LP, Sachetta, LLC, Atlantic Union Bankshares Corp, EBI - Longview Advantage ETF, FFOX - FundX Future Fund Opportunities ETF, Cranbrook Wealth Management, LLC, Td Private Client Wealth Llc, Ameriflex Group, Inc., dan Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,880 | 230 | ||||||
| 2025-04-15 | 13F | Collier Financial | 44 | 3 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118,833 | 5.55 | 9,478 | 7.39 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 3,054 | 0.56 | 244 | 2.10 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 946 | 75 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8,117 | 3.09 | 647 | 4.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,903 | 471 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5,534 | 0.05 | 441 | 1.85 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12,321 | 0.18 | 983 | 1.87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 17,566 | 0.11 | 1,401 | 1.89 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,460 | 0.07 | 116 | 1.75 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 279 | 0.36 | 22 | 4.76 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6,768 | 1.51 | 540 | 3.26 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 18,053 | 1,440 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 75,932 | 6,056 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,049 | 468.84 | 243 | 478.57 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 478 | 38 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2,930 | 234 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 202,222 | 31.90 | 16,129 | 34.20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,718 | 376 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15,253 | 14.30 | 1,217 | 16.25 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 17,609 | 13.37 | 1,381 | 1.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,663 | 16.59 | 452 | 26.69 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 56,810 | 3.51 | 4,552 | 5.79 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11,011 | 2.92 | 878 | 4.77 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 37,194 | 6.29 | 2,967 | 8.13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 809 | 22.76 | 65 | 25.49 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 142,125 | 28.92 | 11,336 | 31.15 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2,054 | 97.88 | 107 | 30.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79,702 | 11.28 | 6,357 | 13.21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,798 | 96.12 | 781 | 99.74 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 8,140 | 13.61 | 649 | 15.69 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 329 | 0.61 | 26 | 4.00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 5,421 | 0.11 | 432 | 1.89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21,118 | 2.40 | 1,684 | 4.21 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 7,698 | 614 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 36,446 | 1.77 | 2,907 | 3.53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,197 | 415 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 68 | 5 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 56,427 | 22.88 | 4,501 | 25.00 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2,814 | 0.54 | 224 | 2.28 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,313 | 0.56 | 344 | 2.38 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 2,961 | 0.17 | 236 | 2.16 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,164 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,374,933 | 5.11 | 109,665 | 6.93 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 693 | 0.58 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 53,633 | 5.17 | 4,278 | 6.98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 22 | 2 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19,307 | 51.63 | 1,574 | 57.72 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4,478 | 357 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8,921 | 8.17 | 712 | 10.06 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284,381 | 8.51 | 22,682 | 10.39 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12,250 | 12.75 | 977 | 14.81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,029 | 53.65 | 880 | 56.41 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 8 | 1 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 198,055 | 4.76 | 15,797 | 6.58 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 18,959 | 6.68 | 1,512 | 8.54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,678 | 22.20 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29,313 | 181.67 | 2,338 | 186.87 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 157,831 | 0.95 | 12,589 | 2.70 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 309,343 | 7.37 | 24,673 | 9.24 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,620 | 4.09 | 448 | 5.91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,527 | 521 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 58,430 | 22.57 | 4,747 | 27.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,723 | 2.76 | 297 | 4.59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,361 | 0.59 | 109 | 1.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,660 | 35.73 | 451 | 38.34 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 18,664 | 0.10 | 1,489 | 1.85 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112,629 | 1.44 | 8,983 | 3.21 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4,478 | 7.05 | 357 | 9.17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 281 | 11.95 | 22 | 15.79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,231 | 178 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13,571 | 15.84 | 1,082 | 17.86 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 12,252 | 2.53 | 977 | 4.38 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8,217 | 6.33 | 655 | 8.26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22,235 | 119.24 | 1,773 | 100.57 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5,576 | 0.02 | 445 | 1.60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,803 | 224 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 12,015 | 0.34 | 958 | 2.13 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,783 | 5.86 | 222 | 7.77 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185 | 0.54 | 15 | 0.00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 2,789 | 0.54 | 222 | 2.30 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 24,181 | 0.21 | 1,929 | 1.96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32,828 | 4.98 | 2,618 | 6.81 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 9,228 | 5.92 | 736 | 7.61 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9,970 | 6.77 | 795 | 8.61 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 14,965 | 33.41 | 1,194 | 35.72 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,922 | 1.31 | 1,190 | 3.12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 231 | 16.67 | 18 | 20.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,030 | 242 | ||||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 171,666 | 11.76 | 12,638 | -7.38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35,277 | 7.22 | 2,814 | 9.07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 69,589 | 277.01 | 5,550 | 283.82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84,529 | 11.92 | 6,742 | 13.87 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8,732 | 6.44 | 696 | 8.24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21,526 | 9.58 | 1,717 | 11.43 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 127,089 | 13.47 | 10,278 | 17.04 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,931 | 234 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 29,968 | 0.09 | 2,390 | 1.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77,031 | 23.13 | 6,172 | 26.30 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 195 | 178.57 | 16 | 200.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,098 | 11.57 | 817 | 15.09 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3,034 | 253 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 380 | 13.77 | 30 | 15.38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,179 | 0.26 | 94 | 2.17 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 12 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2,726 | 0.44 | 217 | 2.36 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 169,951 | 4.86 | 13,555 | 6.68 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11,266 | 2.40 | 899 | 4.18 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2,574 | 0 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6,237 | 11.93 | 497 | 13.99 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51,096 | 14.45 | 4,074 | 16.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,675 | 24.13 | 2,048 | 26.28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 171,091 | 14.22 | 13,646 | 16.21 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25,255 | 4.59 | 2,109 | 18.95 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 151,593 | 7.13 | 12,091 | 9.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,219 | 0.45 | 174 | -9.90 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15,149 | 1.08 | 1,208 | 2.81 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 16,137 | 7.32 | 1,287 | 9.25 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 285,410 | 6.04 | 22,764 | 7.88 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 885,572 | 3.64 | 70,633 | 5.44 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 74,089 | 10.52 | 5,909 | 12.45 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9,207 | 7.38 | 734 | 9.23 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,238 | 99 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 62,702 | 6.98 | 5 | 25.00 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 9,879 | 0.05 | 789 | 1.81 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,532 | 4.10 | 521 | 6.11 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 60,043 | 27.51 | 4,789 | 29.75 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20,571 | 1.67 | 1,641 | 3.40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 44,809 | 3,574 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,962 | 0.05 | 157 | 1.96 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 215 | 17 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 166,625 | 5.34 | 13,868 | 24.52 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14,857 | 0.05 | 1,185 | 1.80 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4,173 | 0.02 | 334 | 2.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,034 | 26.84 | 3,432 | 29.02 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 13,603 | 0.21 | 1,085 | 1.88 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 33,659 | 2,685 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 41,045 | 7.44 | 3,274 | 9.28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 786,215 | 7.70 | 62,708 | 9.57 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 125,524 | 6.86 | 10,012 | 8.71 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 14,000 | 1,117 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11,694 | 0.57 | 957 | 4.94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 327,205 | 5.17 | 26,098 | 6.99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110,056 | 25.35 | 8,778 | 27.53 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 18 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15,281 | 2.38 | 1,219 | 4.10 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 26,187 | 0.48 | 2,089 | 2.60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,012 | 0 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 79,517 | 3.20 | 6,342 | 4.98 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 1,347 | 113 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 5 | 0 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100,456 | 169.20 | 8,161 | 209.56 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44,265 | 0.32 | 3,617 | 120,433.33 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 110,291 | 2.86 | 8,797 | 4.64 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,677 | 0.22 | 213 | 1.91 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 17,115 | 3.47 | 1,365 | 5.32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 186 | 0.54 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 97,237 | 13.09 | 7,756 | 15.06 | ||||
| 2025-08-07 | 13F | Nwam Llc | 71,503 | 2.49 | 5,703 | 4.28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 13 | 1 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7,060 | 0.09 | 563 | 1.81 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 9,572 | 92.05 | 1 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9,019 | 0.51 | 719 | 2.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 243,720 | 12.35 | 19,437 | 14.26 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 146,171 | 13.83 | 11,659 | 15.80 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 41,547 | 25.42 | 3,314 | 27.57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 45,733 | 20.24 | 3,648 | 22.30 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 31,136 | 19.42 | 2,483 | 21.48 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2,735 | 218 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,877 | 2.38 | 309 | 4.39 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,289 | 2.85 | 2,097 | 4.64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,518 | 201 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 158 | 13 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 12,075 | 1.16 | 947 | -11.51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 442,167 | 17.81 | 35,267 | 19.85 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5,378 | 0.02 | 429 | 1.66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,271 | 514.27 | 1,617 | 526.36 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 48,210 | 14.82 | 3,845 | 5.49 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 140,613 | 4.10 | 11,215 | 5.91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2,606 | 208 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 952,755 | 1.12 | 75,992 | 2.88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 120,666 | 84.69 | 9,624 | 87.90 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 788,734 | 4.91 | 62,910 | 6.73 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 4,993 | 9.35 | 398 | 11.48 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,114 | 328 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,913 | 25.59 | 392 | 27.78 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2,804 | 0.04 | 224 | 1.83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 55,731 | 6.48 | 4,445 | 8.34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,224 | 0.66 | 257 | 2.39 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 336,515 | 9.93 | 26,840 | 11.84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 147,768 | 166.54 | 12 | 175.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23,940 | 3.24 | 1,909 | 5.06 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 318 | 893.75 | 25 | 1,150.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21,900 | 4.44 | 1,797 | 15.94 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2,238 | 179 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 37,078 | 30.13 | 2,957 | 32.42 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 45,686 | 6.00 | 3,644 | 7.81 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2,539 | 203 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 18,267 | 10.95 | 1,457 | 12.87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,873 | 2.59 | 787 | 4.38 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 30,396 | 21.64 | 2,424 | 23.74 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 67,563 | 16.79 | 5,389 | 18.81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18,248 | 29.94 | 1,455 | 32.27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 68,768 | 3.97 | 5,485 | 5.77 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 139,658 | 12.13 | 11,139 | 14.08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19,498 | 1.67 | 1,555 | 3.46 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 56,611 | 68.70 | 4,515 | 71.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,225 | 5.80 | 975 | 7.73 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51,320 | 0.18 | 4,421 | -0.65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58,872 | 4.74 | 4,696 | 6.58 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79,350 | 3.36 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 385 | 31 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 187,926 | 18.39 | 14,989 | 20.44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11,813 | 5.95 | 942 | 7.78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,510 | 200 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,974 | 149.90 | 716 | 154.45 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,600 | 188.89 | 207 | 195.71 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 193 | 15 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 808 | 64 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88,385 | 19.57 | 7,050 | 21.64 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,241 | 7.26 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,312,251 | 3.09 | 423,705 | 4.88 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 177,470 | 1.70 | 14,155 | 3.47 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 48,654 | 7,876.07 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33,806 | 0.13 | 2,696 | 1.85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7,164 | 3.45 | 571 | 5.35 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 63,842 | 6.13 | 5,092 | 7.97 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 500 | 40 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 117,116 | 5.80 | 9 | 12.50 |
