Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF includono Nicolet Bankshares Inc, Eddie Patel Inc, Diversify Wealth Management, Llc, Stark Wealth Management LLC, Retirement Planning Group, Dimension Capital Management Llc, Quantinno Capital Management LP, Northern Oak Wealth Management Inc, JHP Wealth Management, LLC, DAVENPORT & Co LLC, CFS Investment Advisory Services, LLC, Fiduciary Financial Group, Llc, RMG Wealth Management LLC, Evelyn Partners Asset Management Ltd, Morton Brown Family Wealth, LLC, Frazier Financial Advisors, LLC, Farmers & Merchants Investments Inc, Graney & King, LLC, Litman Gregory Asset Management LLC, e PlanVest Financial, Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 15.798 | 52,61 | 1.040 | 303,10 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 60.462 | 12,06 | 1.499 | 11,45 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 423 | 0,48 | 10 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 85 | 2 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33.677 | 7,32 | 835 | 6,78 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 8.504 | 3,44 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 491.674 | 12,06 | 12 | 20,00 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 29.611 | 0,35 | 734 | -0,14 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 70.584 | 18,33 | 1.750 | 17,69 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 8.853 | 1,55 | 221 | 1,38 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 23.909 | 33,06 | 596 | 33,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 30.000 | 62,16 | 744 | 61,39 | |||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.046 | 274 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.534.885 | 112,94 | 38.065 | 111,75 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 73.131 | 7,10 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 18.819 | 467 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 76.010 | 2,39 | 1.885 | 1,84 | ||||
| 2026-04-13 | 13F | Trust Co | 2.243 | 34,07 | 56 | 34,15 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17.088 | 424 | ||||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 10.078 | 1,73 | 250 | 0,81 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 830 | 20,82 | 21 | 17,65 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 25.844 | 24,36 | 641 | 23,55 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2.110 | 53 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1.645.639 | 13,55 | 40.812 | 12,91 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.963 | 391,39 | 124 | 396,00 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 24.081 | 597 | ||||||
| 2026-04-06 | 13F | CX Institutional | 193.555 | 0,75 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 290.915 | 120,28 | 7.215 | 119,07 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 27.289 | 7,39 | 677 | 6,79 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 273.296 | 20,44 | 6.778 | 19,76 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3.463 | 86 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 21.384 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 614.052 | 37,18 | 15.265 | 36,75 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3.665 | 91 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 84.517 | 0,03 | 2.115 | -0,19 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 5.695 | 10,26 | 141 | 10,16 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 19.222 | 0,17 | 477 | -0,42 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 37.200 | 923 | ||||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 30.116 | 0,75 | 747 | 0,13 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 189.908 | 10,15 | 4.710 | 9,54 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 206.843 | 2,83 | 5.130 | 2,25 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 34.754 | 0,04 | 862 | -0,58 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 32.904 | 12,32 | 816 | 11,78 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 180.565 | 28,26 | 4.478 | 27,54 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 6.066 | 150 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 | 100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 332.193 | 8,55 | 8.238 | 7,94 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 56.992 | 4,64 | 1.413 | 4,05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 229.586 | 23,76 | 5.769 | 24,69 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 15.000 | 372 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 14.260 | 12,53 | 354 | 11,71 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.886.506 | 3,43 | 145.985 | 2,85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 59.242 | 9,46 | 1.469 | 8,90 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 27.186 | 0,18 | 674 | -0,30 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 27.864 | 11,04 | 691 | 10,56 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 133.072 | 43,27 | 3.300 | 42,49 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 17.300 | 27,21 | 429 | 26,55 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 52.802 | 11,37 | 1.309 | 10,74 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 33.624 | 2,94 | 843 | 2,93 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 116.884 | 3,08 | 2.899 | 2,51 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 34.672 | 9,26 | 860 | 8,60 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10.783 | 267 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.294.400 | 16,78 | 32.101 | 16,12 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 74.869 | 0,31 | 1.857 | -0,27 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 31.289 | 34,07 | 776 | 33,16 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 36.646 | 937 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 46.634 | 39,82 | 1.157 | 39,11 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 27.448 | 2,61 | 681 | 1,95 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11.113 | 276 | ||||||
| 2026-05-12 | 13F | Orcam Financial Group | 61.453 | 0,45 | 1.524 | -0,07 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 455.520 | 1.034,43 | 11.297 | 1.028,47 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 226.270 | 114,64 | 5.611 | 113,43 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 532.181 | 7,99 | 13.198 | 7,39 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 5 | 0 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 69.491 | 3,57 | 1.723 | 2,99 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 14.440 | 358 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 19.307 | 0,28 | 479 | -0,42 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 1.088.948 | 2,47 | 27.006 | 1,89 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 10.928 | 0,18 | 271 | -0,37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 224 | 1,36 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 91.565 | 3,60 | 2.271 | 2,99 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 215.702 | 17,73 | 5.349 | 17,07 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 45.709 | 6,41 | 1.134 | 5,79 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 10.400 | 8,46 | 259 | 8,37 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 496.958 | 12.325 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 86.092 | 5,67 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.036 | 0,78 | 26 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 9.175 | 13,57 | 228 | 12,94 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 17.606 | 53,84 | 437 | 52,45 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 551.000 | 62,60 | 13.665 | 61,69 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 38 | 1 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 245.262 | 19,21 | 6.083 | 18,53 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8.701 | 216 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 80.169 | 9,24 | 1.988 | 8,63 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 21.875 | 12,46 | 549 | 12,99 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 30.375 | 12,88 | 753 | 12,22 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 673 | 0,30 | 17 | 0,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 6.003 | 647,57 | 149 | 640,00 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 49.828 | 2,03 | 1.236 | 1,40 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 4.902 | 122 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 5.491.618 | 1,22 | 136.192 | 0,65 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 9.165 | 0 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 89 | 2 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.966 | 21,96 | 49 | 20,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 246.610 | 4,08 | 6.116 | 3,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6.405 | 976,47 | 159 | 1.028,57 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.424 | 2,90 | 234 | 2,19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 258.107 | 5,79 | 6.437 | 107.183,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 10.746 | 2,14 | 267 | 1,53 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 14.978 | 7,15 | 371 | 6,61 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 26.478 | 3,12 | 657 | 2,50 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 92.438 | 24,26 | 2.292 | 23,56 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 176.617 | 17,57 | 4.380 | 16,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.852.953 | 4,82 | 169.953 | 4,23 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 212.742 | 1,65 | 5.275 | 1,05 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 13.504 | 17,90 | 335 | 17,19 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 92.597 | 1,45 | 2.296 | 0,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 175.739 | 2.041,33 | 4.383 | 2.048,04 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 12.866 | 13,73 | 319 | 13,12 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 13.598 | 1,18 | 337 | 0,60 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 12.539 | 311 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 10.260 | 254 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 54.621 | 26,78 | 1.355 | 26,07 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 105.254 | 2,82 | 2.610 | 2,23 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 20.820 | 6,79 | 516 | 6,17 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 254.447 | 6.310 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 95.376 | 5,91 | 2.365 | 5,35 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 9.716 | 241 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 21.924 | 544 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 98.487 | 5,86 | 2.442 | 5,26 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 4.929 | 8,14 | 122 | 7,96 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 20.591 | 3,06 | 511 | 2,41 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.910 | 97 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 451 | 11 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 35.225 | 1,99 | 874 | 1,39 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.283 | 0,59 | 156 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 8.477 | 0,20 | 211 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 94.667 | 39,57 | 2.348 | 38,79 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 88.465 | 32,82 | 2.194 | 32,03 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 56.782 | 238,35 | 1.408 | 236,84 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19.961 | 3.645,03 | 495 | 3.707,69 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 3.298 | 82 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 10.534 | 0,01 | 261 | -0,38 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 26.345 | 21,67 | 653 | 20,93 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 186.892 | 0,19 | 4.635 | -0,39 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 3.987 | 99 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 52.011 | 1.290 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 129 | 40,22 | 3 | 50,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 162 | 4 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 628 | 16 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.320.304 | 3,58 | 82.344 | 3,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 21.967 | 545 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 299.109 | 10,61 | 7.418 | 9,98 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 46.633 | 39,82 | 1.157 | 39,11 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20.174 | 1,49 | 500 | 1,01 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 9.273 | 231 | ||||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 63.714 | 14,97 | 1.580 | 14,33 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 36.874 | 15,97 | 914 | 15,40 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 32.734 | 4,58 | 812 | 3,97 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10.050 | 31.306,25 | 250 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 17.554 | 8,18 | 435 | 7,67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 762.408 | 71,29 | 18.908 | 70,33 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 365 | 9 | ||||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 31.550 | 90,63 | 782 | 89,81 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 22.956 | 2,67 | 569 | 2,15 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 19.637 | 1,39 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 181.877 | 8,81 | 4.511 | 8,21 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 52.986 | 4,88 | 1.321 | 4,92 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16.457 | 0,15 | 408 | -0,24 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 41.630 | 1.046 | ||||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 44.872 | 6,17 | 1.113 | 5,50 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10.712 | 270 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 9.234 | 0,85 | 229 | 0,44 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 71.400 | 34,34 | 1.771 | 33,58 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 11.400 | 283 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 2.717.948 | 4,21 | 67.405 | 3,62 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.366 | 708,28 | 34 | 725,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 47.039 | 5,45 | 1.167 | 4,86 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 8.572 | 1,79 | 213 | 1,43 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 69.132 | 7,73 | 1.714 | 7,13 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.796 | 145 | ||||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 53.453 | 3,74 | 1.326 | 3,11 | ||||
| 2026-04-16 | 13F | Friday Financial | 90.138 | 4,40 | 2.235 | 3,81 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 19.216 | 25,12 | 477 | 24,28 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 8.544 | 215 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 235.375 | 5.837 | ||||||
| 2026-05-11 | 13F | Eddie Patel Inc | 48.451 | 1.202 | ||||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 29.047 | 0,01 | 720 | -0,55 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 160.395 | 103,52 | 3.978 | 102,39 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 220 | -15,38 | ||||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 23.886 | 592 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.832 | 0,24 | 96 | 0,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 18.129 | 14,40 | 450 | 13,67 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 164.667 | 7,75 | 4.100 | 7,25 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.682 | 0,78 | 42 | 0,00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 15.616 | 1,78 | 387 | 1,31 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 1.681.599 | 1,15 | 41.704 | 0,59 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 65.966 | 4,27 | 1.636 | 3,68 | ||||
| 2026-04-22 | 13F | Qp Wealth Management, Llc | 65.584 | 46,88 | 1.626 | 46,09 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 36 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.219.159 | 6,09 | 30.235 | 5,50 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 14.083 | 2,59 | 349 | 2,05 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 20.017 | 44,74 | 496 | 44,19 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.002.016 | 181,65 | 24.730 | 178,73 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 51.317 | 7,14 | 1.280 | 7,39 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 35.425 | 6,25 | 879 | 5,66 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 21.175 | 5,14 | 525 | 4,58 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 192.201 | 39,31 | 4.767 | 38,55 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 5.290 | 74,53 | 131 | 74,67 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 47.347 | 3,27 | 1.174 | 2,71 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 2.000 | 50 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 61.123 | 0,56 | 1.524 | 0,59 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 264.092 | 26,77 | 6.499 | 25,10 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 11.783 | 4,84 | 292 | 4,29 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 26.900 | 667 |
