Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF includono Phoenix Wealth Advisors, Hutchinson Financial Advisors, INC, FCG Investment Co, Ridgecrest Wealth Partners, Llc, Collier Financial, Atlas Legacy Advisors, LLC, Bradley Foster & Sargent Inc/ct, Peregrine Asset Advisers, Inc., Lifeworks Advisors, LLC, Cloud Capital Management, LLC, Diversify Wealth Management, Llc, Mjp Associates Inc /adv, Access Investment Management LLC, Cherry Tree Wealth Management, LLC, Lynch Asset Management, Inc., Smallwood Wealth Investment Management, LLC, Dunhill Financial, LLC, UMA Financial Services, Inc., e DecisionPoint Financial, LLC .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 290 | 0,69 | 12 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 31.451 | 10,01 | 1.335 | 5,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 66.228 | 5,96 | 2.811 | 1,63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15.144 | 643 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53.127 | 188,37 | 2.255 | 176,56 | ||||
| 2025-04-15 | 13F | Collier Financial | 16.178 | 716 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10.690 | 454 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 195.905 | 43,77 | 8 | 33,33 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6.439 | 1,21 | 278 | -1,42 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 1.000 | 42 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 33.605 | 25,92 | 1.426 | 20,75 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 754 | 32 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 207.028 | 11,68 | 8.786 | 7,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 146.741 | 7,48 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 269 | 13.350,00 | 11 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5.588 | 1,82 | 237 | -2,07 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 2.068 | 0,78 | 88 | -3,33 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 27.474 | 1.166 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10.330 | 2,53 | 438 | -1,57 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 250 | 11 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 833 | 35 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36.501 | 29,62 | 1.549 | 24,32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 188 | 8 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 788 | 60,82 | 33 | 57,14 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11.603 | 492 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 608 | 1,16 | 26 | -3,85 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 299.625 | 6,29 | 12.716 | 1,92 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5.622 | 11,68 | 239 | 7,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 82.011 | 0,77 | 3.481 | -3,39 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10.727 | 16,48 | 455 | 11,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 375.265 | 44,93 | 15.926 | 38,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.021 | 6,38 | 213 | 2,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.122.557 | 0,26 | 132.521 | -3,86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 87.176 | 2,40 | 3.700 | -1,83 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32.850 | 27,22 | 1.444 | 34,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.080 | 0,30 | 216 | -4,02 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43.236 | 10,80 | 1.835 | 6,20 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5.561 | 34,55 | 236 | 29,12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 196.328 | 3,49 | 8.332 | -0,76 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 59.889 | 377,96 | 2.542 | 358,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5.143 | 11,93 | 218 | 7,39 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 11.070 | 1,09 | 470 | -3,10 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5.555 | 5,83 | 236 | 1,29 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 194.578 | 208,04 | 8 | 300,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2.445 | 21,52 | 103 | 18,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 255.407 | 26,08 | 10.841 | 20,90 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100.602 | 4,86 | 4.270 | 0,54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 86.241 | 4,48 | 3.660 | 0,19 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 21.856 | 928 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 100.812 | 2,96 | 4.278 | -1,27 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 20.436 | 0,37 | 867 | -3,77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 34.141 | 1.449 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34.063 | 52,16 | 1.437 | 46,93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 49.563 | 7,96 | 2.103 | 3,55 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10.955 | 23,58 | 465 | 18,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46.183 | 35.154,20 | 1.960 | 39.100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31.609 | 8,97 | 1.341 | 4,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27.230 | 1,63 | 1.156 | -2,53 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 32.034 | 37,58 | 1.360 | 31,94 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31.429 | 7,08 | 1.334 | 2,62 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 25.025 | 0,15 | 1.062 | -3,89 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 195.143 | 1,70 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 24.360 | 1.034 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 24.606 | 2,86 | 1.044 | -1,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 99.045 | 8,31 | 4.203 | 3,85 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11.641 | 2,81 | 494 | -1,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6.576 | 0,34 | 279 | -3,79 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 10.413 | 5,16 | 442 | 0,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.359 | 61,60 | 486 | 55,95 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 43.246 | 0,26 | 1.835 | -3,88 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 36.158 | 1.535 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2.870 | 7,49 | 122 | 2,54 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 148.802 | 2,30 | 6.315 | -1,91 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 70.058 | 4,87 | 2.973 | 0,58 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 29.616 | 0,81 | 1.257 | -3,38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 44.305 | 3,35 | 1.880 | -0,90 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.813 | 2,07 | 247 | -2,38 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 120.970 | 12,89 | 5.134 | 8,25 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10.130 | 430 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 51.325 | 957,81 | 2.178 | 917,76 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7.150 | 0,42 | 303 | -3,81 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 982 | 1,13 | 42 | -2,38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 105 | 4 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 455.944 | 43,03 | 19.350 | 37,16 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46.499 | 9,31 | 1.973 | 4,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 132.552 | 5.628 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9.827 | 1,18 | 417 | -2,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 155.863 | 5,05 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 9.385 | 0,86 | 398 | -3,16 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10.113 | 429 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 26.000 | 0,99 | 1.103 | -3,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 870.612 | 4,25 | 36.949 | -0,04 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 139.789 | 4,10 | 5.933 | -0,19 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 11.277 | 479 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 10.523 | 25,21 | 447 | 20,22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 141 | 6 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 117 | 0,86 | 5 | -20,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 608.877 | 9,68 | 26 | 4,17 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 20.665 | 42,37 | 877 | 36,60 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 19 | 5,56 | 1 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 48.270 | 2.049 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 407.883 | 2,15 | 17.311 | -2,05 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30.582 | 50,21 | 1.298 | 43,95 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 562 | 4,27 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 126.495 | 7,32 | 5.368 | 2,91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 28.580 | 4,28 | 1.213 | 0,00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 29.994 | 11.897,60 | 1.273 | 11.463,64 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10.677 | 12,13 | 473 | 14,84 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 43 | 2,38 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 671.161 | 6,44 | 28.484 | 2,06 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 40 | 2 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10.262 | 12,81 | 436 | 8,21 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 24.800 | 13,02 | 1.053 | -4,10 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.764.341 | 31,25 | 159.716 | 25,82 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 48.407 | 8,53 | 2.054 | 4,05 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 375.953 | 5,30 | 15.955 | 0,97 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5.821 | 25,45 | 247 | 20,49 | ||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 196.936 | 0,20 | 8.358 | -3,93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 84.856 | 13,59 | 3.601 | 8,92 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 14.310 | 5,45 | 607 | 1,17 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 11.276 | 479 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 29.119 | 2,65 | 1.236 | -1,59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11.198 | 0,82 | 496 | 6,22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20.996 | 2,67 | 891 | -1,55 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 77.001 | 3.268 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 110.938 | 13,18 | 4.708 | 8,53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163.152 | 16,65 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9.084 | 0,54 | 386 | -3,51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6.439 | 1,21 | 273 | -2,85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.589 | 237 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.128 | 22.460,00 | 48 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1.534.839 | 0,50 | 65.139 | -3,63 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.720 | 19,86 | 73 | 14,29 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6.052 | 257 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16.196 | 19,62 | 687 | 14,69 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 282.168 | 17,12 | 11.975 | 14,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 647.675 | 3,73 | 27.487 | -0,54 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 9.650 | 1,63 | 410 | -2,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 237.820 | 25,20 | 10.093 | 20,05 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5.096 | 221 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18.760 | 7,41 | 796 | 3,11 | ||||
| 2025-07-17 | 13F | SWS Partners | 218.491 | 1,46 | 9.273 | -2,72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17.283 | 73,93 | 733 | 66,97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 2.070 | 1,17 | 88 | -3,33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.040 | 44 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45.662 | 1,38 | 1.938 | -2,81 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 300 | 13 | ||||||
| 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 | 91.329 | 40,77 | 3.876 | 35,01 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 17.710 | 752 | ||||||
| 2025-08-08 | 13F | Creative Planning | 84.882 | 11,15 | 3.602 | 6,57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10.103 | 0,22 | 429 | -4,04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 580 | 1,22 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 76.794 | 26,96 | 3.259 | 21,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 12.241 | 1,43 | 519 | -2,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74.524 | 3.163 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 4.968 | 220 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31.466 | 2,01 | 1.335 | -2,20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 117.005 | 4,00 | 4.966 | -0,28 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5.525 | 2,35 | 234 | -1,68 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14.500 | 615 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.024 | 1.239,49 | 468 | 1.234,29 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 12.015 | 0,28 | 510 | -3,96 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 76.278 | 0,28 | 3.237 | -3,83 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 9.018 | 12,57 | 383 | 7,91 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.577 | 6,66 | 111 | 4,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 197.990 | 103,05 | 8.403 | 94,74 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38.382 | 13,82 | 1.629 | 9,12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16.027 | 1,91 | 695 | 5,62 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 333.498 | 7,81 | 14.154 | 3,37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-11 | 13F | First PREMIER Bank | 84.717 | 4,99 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.333 | 0,32 | 226 | -3,83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34.877 | 2,21 | 1.518 | 6,23 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 4.815 | 0,48 | 204 | -3,77 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2.050.000 | 192,40 | 86.940 | 176,87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8.330 | 354 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22.789 | 2,29 | 1 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1.044 | 1,16 | 44 | -2,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 554.807 | 20,78 | 23.546 | 15,82 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12.341 | 0,02 | 524 | -4,21 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5.783 | 0 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16.082 | 0,09 | 683 | -4,08 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 350 | 45,83 | 15 | 40,00 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 25.953 | 5,45 | 1.101 | 1,10 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 9.215 | 1,78 | 391 | -2,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1.950 | 116,67 | 83 | 110,26 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 28.373 | 0,24 | 1.204 | -3,83 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 573 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49.717 | 3,79 | 2.163 | 2,03 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 9.083 | 385 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7.244 | 41,07 | 307 | 38,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.950 | 0,07 | 125 | -3,85 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 47.193 | 8,46 | 2.003 | 4,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 53.361 | 23,21 | 2.265 | 18,16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34.954 | 1.483 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 74.025 | 25,46 | 3.142 | 20,30 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 102 | 52,24 | 4 | 100,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 58.301 | 0,13 | 2.474 | -3,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 281.181 | 5,08 | 11.933 | 0,76 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 110 | 37,50 | 5 | 33,33 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 117.020 | 2,52 | 4.966 | -1,68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 51.740 | 0,06 | 2.196 | -4,06 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4.812 | 204 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 83.378 | 27,52 | 3.539 | 22,30 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10.933 | 1,86 | 464 | -2,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.427.531 | 6,78 | 187.904 | 2,39 |
