SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF – Własność instytucjonalna – Sprzedawcy

SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
US ˙ ARCA ˙ US78464A8053

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-04-17 13F Outlook Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F UBS Group AG 145 237 -2,18 11 482 -6,26
2026-05-15 13F Tudor Investment Corp Et Al 35 602 -42,09 2 815 -44,52
2026-05-05 13F Atria Investments Llc 80 893 -2,80 6 395 -6,85
2026-04-28 13F Tempus Wealth Planning, LLC 96 528 -1,15 7 632 -5,28
2026-05-11 13F Beacon Capital Management, LLC 4 402 -0,29 348 -4,40
2026-04-27 13F Colonial River Wealth Management, LLC 4 619 -18,68 365 -22,01
2026-05-15 13F Bank Of America Corp /de/ 973 384 -24,54 76 956 -27,69
2026-05-06 13F Morling Financial Advisors, LLC 16 160 -4,25 1 278 -8,26
2026-01-29 13F Sentinel Trust Co Lba 0 -100,00 0
2026-04-30 13F Colton Groome Financial Advisors, Llc 20 715 -6,60 1 638 -10,50
2026-04-08 13F KWB Wealth 40 687 -0,20 3 357 -0,21
2026-04-24 13F TKG Advisors, LLC 57 615 -9,37 4 555 -13,14
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-05-15 13F Nikulski Financial, Inc. 8 857 -13,27 700 -16,86
2026-05-07 13F Little House Capital Llc 66 581 -41,68 5 264 -44,12
2026-05-05 13F Portfolio Strategies, Inc. 155 228 -0,78 12 314 -4,59
2026-05-12 13F Dogwood Wealth Management LLC 34 056 -0,71 2 692 -4,84
2026-04-16 13F Telos Capital Management, Inc. 17 824 -0,19 1 409 -4,34
2026-05-15 13F Larson Financial Group LLC 69 088 -14,39 5 462 -17,96
2026-04-28 13F Raleigh Capital Management Inc. 5 361 -1,80 424 -6,00
2026-04-08 13F Sharper & Granite LLC 23 586 -9,47 1 865 -13,26
2026-05-06 13F Oxford Financial Group Ltd 0 -100,00 0
2026-05-13 13F Prestige Wealth Management Group LLC 2 094 -4,77 166 -8,84
2026-05-13 13F Jaffetilchin Investment Partners, LLC 398 442 -24,45 31 501 -27,61
2026-05-15 13F Warren Averett Asset Management, LLC 274 523 -13,99 21 704 -17,58
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 23 934 -2,86 1 892 -6,89
2026-05-15 13F Blueprint Investment Partners LLC 757 846 -27,59 59 915 -30,60
2026-05-11 13F Daymark Wealth Partners, Llc 23 101 -0,22 1 826 -4,40
2026-04-13 13F Professional Financial Advisors, LLC 1 532 743 -6,48 121 179 -10,38
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 2 614 -50,45 207 -52,64
2026-05-12 13F Summit Trail Advisors, Llc 2 990 -68,41 236 -69,74
2026-04-23 13F Summit Investment Advisory Services, LLC 118 567 -21,83 9 374 -25,10
2026-04-07 13F Farther Finance Advisors, LLC 152 060 -7,55 12 113 -10,73
2026-05-15 13F United Capital Financial Advisers, Llc 97 742 -5,39 7 730 -9,30
2026-05-04 13F Envestnet Asset Management Inc 1 011 111 -34,87 79 938 -37,59
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-04-24 13F My Purposeful Wealth Corp. 24 763 -0,96 1 958 -5,09
2026-04-06 13F CX Institutional 2 782 -9,20 0
2026-05-13 13F Lloyd Advisory Services, LLC. 398 -92,08 31 -92,51
2026-04-28 13F Berger Financial Group, Inc 8 622 -0,08 682 -4,22
2026-05-06 13F Quest 10 Wealth Builders, Inc. 893 -1,11 71 -5,41
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-07 13F Eastern Bank 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 644 -56,07 51 -58,33
2026-04-17 13F RFG Advisory, LLC 318 155 -9,03 25 153 -12,82
2026-05-15 13F Legacy Capital Wealth Partners, LLC 9 997 -19,74 790 -23,08
2026-05-04 13F Mml Investors Services, Llc 135 272 -61,03 10 695 -62,65
2026-05-13 13F Fusion Capital, LLC 4 710 -15,56 372 -19,13
2026-05-07 13F Advisor OS, LLC 49 490 -5,00 3 913 -8,98
2026-05-04 13F Procyon Private Wealth Partners, LLC 21 478 -0,32 1 698 -4,45
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 485 989 -6,07 38 422 -9,99
2026-05-11 13F Ashton Thomas Private Wealth, LLC 82 209 -0,95 6 499 -5,08
2026-02-04 13F Northeast Planning Associates, Inc. / Nh / 0 -100,00 0
2026-04-16 13F Roble, Belko & Company, Inc 210 628 -15,04 17 -20,00
2026-05-07 13F Fox Financial, Inc 303 648 -0,41 24 006 -4,56
2026-05-15 13F GWM Advisors LLC 55 579 -7,10 431 -91,29
2026-04-15 13F Northbridge Financial Group, Llc 15 453 -4,32 1 290 -3,23
2026-05-14 13F Rockefeller Capital Management L.P. 18 725 -0,36 1 480 -4,52
2026-05-13 13F 1620 Investment Advisors, Inc. 30 -45,45 2 -50,00
2026-05-15 13F Harbour Investments, Inc. 58 659 -3,16 4 638 -7,20
2026-04-22 13F Sutton Place Investors Llc 15 324 -6,13 1 212 -10,03
2026-04-07 13F Attessa Capital LLC 4 423 -14,63 350 -18,27
2026-04-27 13F Hunter Associates Investment Management Llc 2 676 -2,69 0
2026-06-02 13F Blue Edge Capital, LLC 16 679 -0,04 1 319 -4,22
2026-04-07 13F G&S Capital LLC 140 037 -8,20 11 071 -12,03
2026-05-05 13F Signet Financial Management, Llc 8 170 -0,12 646 -4,30
2026-04-29 13F Compass Financial Group, INC/SD 240 018 -2,03 18 976 -6,12
2026-05-06 13F Private Wealth Asset Management, LLC 42 -10,64 3 0,00
2026-04-29 13F Rockwood Wealth Management, LLC 4 947 -1,67 391 -5,78
2026-04-15 13F Sightline Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Legacy Advisory Services, LLC 3 549 -88,58 281 -89,08
2026-04-29 13F IAG Wealth Partners, LLC 176 720 -2,11 13 971 -6,19
2026-02-09 13F Fisher Asset Management, LLC 0 -100,00 0
2026-05-21 13F Raab & Moskowitz Asset Management LLC 29 536 -2,49 2 335 -6,53
2026-05-07 13F Virtue Capital Management, LLC 18 742 -23,12 1 440 -28,54
2026-04-14 13F Amicus Financial Advisors, LLC 8 811 -8,05 697 -11,90
2026-05-01 13F Slagle Financial, LLC 13 693 -6,89 1 083 -10,80
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-21 13F Echo Wealth Management, LLC 5 366 -25,67 424 -28,74
2026-04-29 13F Raelipskie Partnership 0 -100,00 0
2026-05-14 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-04 13F Flynn Zito Capital Management, Llc 5 658 -0,89 447 -4,89
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-22 13F Apollon Wealth Management, LLC 13 604 -37,44 1 076 -40,08
2026-04-16 13F Brookstone Capital Management 6 115 -16,73 483 -20,17
2026-04-09 13F Peterson Wealth Advisors, LLC 18 633 -0,74 1 473 -4,84
2026-05-15 13F/A EverSource Wealth Advisors, LLC 5 596 -0,85 442 -4,95
2026-04-30 13F Donaldson Capital Management, Llc 4 021 -9,05 318 -12,91
2026-05-11 13F Wells Fargo & Company/mn 1 026 149 -2,38 81 127 -6,45
2026-05-15 13F Ameriprise Financial Inc 1 275 581 -10,91 100 833 -14,64
2026-05-06 13F FSA Advisors, Inc. 3 119 -9,41 247 -14,88
2026-05-01 13F Oakwell Private Wealth Management, LLC 24 617 -0,36 1 946 -4,51
2026-04-13 13F LexAurum Advisors, LLC 25 506 -4,55 2 017 -6,45
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 15 743 -1,56 1 245 -5,69
2026-05-01 13F Seaside Wealth Management, Inc. 22 779 -0,11 1 801 -4,31
2026-05-13 13F Signature Equity Partners, LLC 1 283 -6,35 101 -10,62
2026-02-10 13F Principia Wealth Advisory, LLC 79 461 -13,57 6 556 -11,59
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 562 548 -40,73 44 475 -43,20
2026-04-13 13F Richard P Slaughter Associates Inc 3 265 -4,42 258 -8,19
2026-04-20 13F Focused Wealth Management, Inc 3 476 -2,99 275 -7,12
2026-05-01 13F Mueller Wealth, LLC 186 804 -1,48 14 769 -5,59
2026-05-05 13F Compass Financial Group, Inc. 42 911 -0,22 3 393 -4,37
2026-04-27 13F Koshinski Asset Management, Inc. 9 760 -1,38 772 -5,51
2026-04-08 13F RVW Wealth, LLC 302 469 -1,84 23 913 -5,93
2026-02-17 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-08 13F Truepoint, Inc. 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 188 259 -10,27 14 884 -14,01
2026-04-21 13F Fullerton Advisors, LLC 51 280 -15,59 4 054 -19,10
2026-05-15 13F Burns Matteson Capital Management, LLC 7 787 -3,98 616 -8,07
2026-05-05 13F Collaborative Wealth Managment Inc. 57 934 -40,77 4 580 -43,24
2026-05-14 13F We Are One Seven, LLC 5 352 -1,87 423 -5,79
2026-05-11 13F Timmons Wealth Management, LLC 487 -0,41 39 -5,00
2026-04-24 13F Private Advisor Group, LLC 3 093 207 -3,35 244 549 -7,39
2026-04-20 13F Sowell Financial Services LLC 14 490 -0,55 1 146 -4,74
2026-04-15 13F DAVENPORT & Co LLC 11 335 -0,33 896 -4,48
2026-05-01 13F Reuter James Wealth Management, Llc 4 143 -19,63 328 -23,06
2026-04-15 13F Journey Strategic Wealth Llc 4 841 -0,37 383 -4,50
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-04-21 13F Sequent Planning LLC 13 832 -1,03 1 094 -5,20
2026-04-22 13F DORVAL Corp 292 442 -8,13 23 120 -11,96
2026-05-05 13F Black Diamond Financial, LLC 0 -100,00 0
2026-04-24 13F Balentine LLC 137 544 -2,55 10 874 -6,61
2026-02-12 13F Empower Advisory Group, LLC 0 -100,00 0
2026-02-04 13F AIFG Consultants Ltd. 6 322 -22,58 522 -20,82
2026-04-08 13F Cambridge Financial Group, LLC 13 308 -4,77 1 052 5,41
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 4 588 -97,67 363 -97,77
2026-01-29 13F Compass Ion Advisors, LLC 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 93 412 -11,24 7 385 -14,94
2026-01-27 13F VCI Wealth Management LLC 0 -100,00 0
2026-04-27 13F Syntegra Private Wealth Group, LLC 1 412 447 -3,87 111 668 -7,87
2026-05-13 13F Buckingham Strategic Partners 305 762 -3,73 24 174 -7,75
2026-04-28 13F Red Mountain Financial, LLC 26 272 -0,42 2 077 -4,55
2026-05-14 13F Modern Wealth Management, LLC 1 385 835 -4,02 110 396 -7,32
2026-04-07 13F Legacy Private Trust Co. 885 980 -0,76 70 046 -4,90
2026-04-27 13F Altus Wealth Group LLC 32 541 -3,82 2 573 -7,85
2026-04-08 13F Post Resch Tallon Group Inc. 4 579 -6,63 365 -9,90
2026-04-15 13F Wealthcare Capital Partners, LLC 18 170 -10,17 1 437 -13,91
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-29 13F Advance Capital Management, Inc. 24 116 -2,36 1 907 -6,43
2026-04-20 13F Values Added Financial LLC 68 612 -0,52 5 424 -4,67
2026-04-21 13F Maridea Wealth Management LLC 61 224 -2,59 4 840 -6,65
2026-05-11 13F Great Lakes Advisors, Llc 180 319 -3,63 14 256 -7,65
2026-05-05 13F Lane Brothers & Co Inc 32 716 -12,15 2 587 -15,82
2026-05-15 13F Quadcap Wealth Management, LLC 3 289 -26,70 260 -29,73
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 411 814 -29,81 32 558 -32,74
2026-04-09 13F Praetorian Wealth Management, Inc. 47 424 -4,39 3 899 -4,74
2026-05-07 13F MONECO Advisors, LLC 21 186 -36,71 1 675 -39,37
2026-02-09 13F Prospera Financial Services Inc 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 16 868 -0,01 1 334 -4,17
2026-04-08 13F Partnership Wealth Management, LLC 5 329 -1,72 421 -5,82
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 4 996 -3,68 395 -7,49
2026-05-06 13F Modera Wealth Management, LLC 27 062 -7,42 2 140 -11,28
2026-04-30 13F First Horizon Corp 14 756 -4,60 1 167 -8,62
2026-05-15 13F JT Stratford LLC 63 083 -17,49 4 987 -20,93
2026-04-16 13F Spartan Planning & Wealth Management 140 234 -33,83 11 087 -36,59
2026-05-14 13F HighPoint Advisor Group LLC 370 999 -4,34 29 331 -8,32
2026-05-14 13F Kilter Group LLC 3 611 -0,55 286 -4,68
2026-05-14 13F Gambit Capital Management, LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 15 523 -13,82 1 227 -17,37
2026-04-27 13F Truist Financial Corp 26 541 -78,17 2 098 -79,08
2026-04-14 13F SigFig Wealth Management, LLC 288 268 -0,99 22 790 -6,34
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 240 396 -1,59 19 006 -5,69
2026-04-16 13F Sentinel Pension Advisors Inc 145 418 -1,96 11 497 -6,06
2026-05-11 13F Rinkey Investments 365 339 -0,78 28 884 -4,92
2026-05-15 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-02-04 13F Flagship Private Wealth, LLC 0 -100,00 0
2026-05-14 13F Wrenne Financial Planning LLC 19 786 -1,34 1 564 -5,44
2026-04-21 13F Keystone Financial Group, Inc. 14 256 -3,88 1 127 -7,85
2026-04-27 13F PAX Financial Group, LLC 74 079 -5,23 5 857 -9,20
2026-05-07 13F Alchemi Wealth, LLC 0 -100,00 0
2026-05-14 13F VestGen Advisors, LLC 99 469 -10,04 8 897 -2,48
2026-05-11 13F WFA of San Diego, LLC 3 147 -2,18 249 -6,42
2026-04-28 13F Jacksonville Wealth Management, LLC 26 194 -4,95 2 071 -8,93
2026-04-16 13F Security National Bank 0 -100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 3 449 -20,05 273 -23,38
2026-04-29 13F Cary Street Partners Financial Llc 74 652 -5,25 5 902 -9,20
2026-05-11 13F Treasure Coast Financial Planning 416 689 -0,45 32 946 -4,59
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-06 13F Goodman Financial Corp 6 174 -0,91 488 -5,25
2026-05-04 13F Legacy Capital Group California, Inc. 61 455 -10,88 4 859 -14,59
2026-05-05 13F Mjp Associates Inc /adv 49 122 -4,46 3 884 -8,44
2026-04-24 13F Patten Group, Inc. 6 331 -1,91 501 -6,02
2026-04-28 13F Goldstein Advisors, LLC 10 841 -4,79 857 -8,73
2026-05-08 13F Blair William & Co/il 2 510 -13,75 198 -17,50
2026-04-22 13F Continuum Advisory, LLC 12 697 -1,93 1 004 -6,09
2026-05-11 13F Aptus Capital Advisors, LLC 44 753 -15,88 3 538 -19,37
2026-04-24 13F KPP Advisory Services LLC 0 -100,00 0
2026-04-14 13F SNS Financial Group, LLC 5 602 -4,65 443 -8,68
2026-04-30 13F Beacon Financial Group 126 650 -0,43 10 013 -4,58
2026-05-07 13F Advisor Resource Council 2 933 -3,90 232 -10,12
2026-04-20 13F Ritholtz Wealth Management 7 880 -0,63 623 -4,74
2026-01-21 13F Greenleaf Trust 0 -100,00 0
2026-04-13 13F Wiser Wealth Management, Inc 6 099 -1,74 482 -5,86
2026-04-23 13F Howard Bailey Securities, Llc 4 064 -16,41 321 -19,95
2026-05-14 13F Synergy Investment Management, LLC 4 489 -13,69 355 -17,48
2026-04-23 13F Equita Financial Network, Inc. 24 230 -19,96 1 916 -23,31
2026-05-07 13F VisionPoint Advisory Group, LLC 139 934 -36,70 11 063 -39,34
2026-04-21 13F Fingerlakes Wealth Management, Inc. 25 427 -9,83 2 010 -13,59
2026-04-29 13F Alliance Wealth Management Group 16 490 -0,37 1 304 -4,54
2026-04-10 13F Legacy Wealth Management, LLC / MS 2 974 -28,42 235 -31,29
2026-05-15 13F Cerity Partners LLC 742 992 -0,46 58 741 -4,61
2026-04-30 13F Range Financial Group LLC 3 668 -1,66 290 -5,54
2026-01-21 13F Clayton Financial Group LLC 0 -100,00 0
2026-04-13 13F Successful Portfolios LLC 6 308 -2,83 496 -9,34
2026-05-05 13F Freedom Day Solutions, LLC 124 335 -1,85 9 830 -5,95
2026-04-08 13F First Heartland Consultants, Inc. 3 679 -3,99 291 -8,23
2026-01-29 13F Comerica Bank 7 436 -0,47 613 1,83
2026-04-28 13F Golden State Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Private Trust Co Na 19 591 -0,40 1 549 -4,56
2026-04-07 13F SMI Advisory Services, LLC 2 891 -1,20 232 -6,10
2026-05-11 13F Blueprint Financial Advisors LLC 414 554 -21,05 32 775 -24,34
2026-04-15 13F Ridgeline Wealth, LLC 5 272 -4,39 417 -8,37
2026-04-15 13F Bernardo Wealth Planning LLC 14 419 -0,32 1 140 -4,53
2026-05-06 13F Bessemer Group Inc 970 -32,17 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 5 658 -1,63 447 -5,70
2026-05-15 13F Perennial Investment Advisors, LLC 51 155 -6,03 4 044 -9,95
2026-05-29 13F Asset Dedication, LLC 14 554 -20,56 1 151 -23,89
2026-04-24 13F Financial Plan, Inc. 14 953 -2,13 1 182 -6,19
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 481 279 -18,68 37 507 -23,74
2026-05-04 13F Westside Investment Management, Inc. 29 953 -2,35 2 368 -6,40
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 3 612 -68,88 286 -70,22
2026-04-01 13F Vigilare Wealth Management 5 301 -32,31 419 -35,14
2026-05-15 13F Advisor Group Holdings, Inc. 1 437 450 -1,93 113 649 -6,02
2026-05-12 13F Moneta Group Investment Advisors Llc 3 042 -9,55 241 -13,36
2026-05-14 13F Retirement Capital Strategies 133 080 -1,20 10 521 -5,32
2026-04-17 13F Paragon Financial Partners, Inc. 3 462 -9,21 292 -7,01
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-21 13F Delap Wealth Advisory, Llc 81 364 -0,44 6 433 -4,58
2026-05-05 13F Journey Advisory Group, LLC 12 191 -73,89 964 -75,01
2026-05-22 13F WNY Asset Management, LLC 9 913 -0,04 784 -2,00
2026-04-21 13F Broadway Wealth Solutions, Inc. 0 -100,00 0
2026-04-07 13F Signaturefd, Llc 1 849 -10,72 146 -14,12
2026-04-29 13F Horst & Graben Wealth Management LLC 4 447 -17,34 386 -12,87
2026-02-06 13F GPS Wealth Strategies Group, LLC 327 -93,02 27 -93,12
2026-04-30 13F Winch Advisory Services, LLC 595 816 -0,19 47 105 -4,35
2026-02-13 13F Aviso Wealth Management 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 247 384 -8,56 19 558 -12,37
2026-05-14 13F Financial Sense Advisors, Inc. 31 038 -15,96 2 454 -19,47
2026-02-04 13F First National Advisers, LLC 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 13 309 -46,55 1 -50,00
2026-04-28 13F Kingswood Wealth Advisors, Llc 17 819 -0,71 1 409 -4,86
2026-05-14 13F Capital Analysts, Inc. 98 844 -0,68 8 -12,50
2026-04-22 13F Matauro, Llc 23 598 -4,10 1 866 -8,13
2026-04-17 13F Krilogy Financial LLC 10 177 -2,13 867 -0,92
2026-04-22 13F Evensky & Katz LLC 141 417 -4,20 11 -8,33
2026-05-13 13F Prosperity Financial Group, Inc. 8 584 -26,05 679 -29,15
2026-04-20 13F Dagco, Inc. 49 549 -13,79 3 917 -17,38
2026-05-14 13F SlateStone Wealth, LLC 8 699 -1,20 1
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-04-29 13F BEAM Asset Management, LLC 51 726 -4,71 4 089 -8,69
2026-05-04 13F Sigma Planning Corp 6 206 -2,83 491 -6,84
2026-05-15 13F Change Path, LLC 16 867 -1,50 1 334 -5,59
2026-02-11 13F Parallel Advisors, LLC 237 762 -2,10 19 615 0,15
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 30 383 -5,09 2 402 -9,02
2026-05-11 13F RWM Asset Management, LLC 7 194 -1,18 569 -7,19
2026-05-20 13F January Capital Advisors LLC 0 -100,00 0
2026-04-08 13F RDA Financial Network 5 974 -1,65 472 -5,79
2026-02-13 13F Colony Group, LLC 398 131 -1,67 32 845 0,49
2026-04-09 13F Wealth Alliance Advisory Group, LLC 85 112 -15,19 6 729 -18,73
2026-05-07 13F Broderick Brian C 21 600 -7,59 1 708 -11,46
2026-04-14 13F Foresight Capital Management Advisors, Inc. 0 -100,00 0
2026-05-14 13F Rockbridge Investment Management, LCC 933 841 -1,74 73 829 -5,83
2026-05-04 13F Savant Capital, LLC 78 394 -2,64 6 198 -6,71
2026-05-01 13F Towercrest Capital Management 19 740 -0,39 1 561 -4,53
2026-05-07 13F Integrated Capital Management, Inc. 84 091 -4,39 6 648 -8,38
2026-04-07 13F Park Avenue Securities Llc 414 084 -1,09 33 -5,88
2026-05-01 13F Abound Financial, Llc 287 728 -9,12 22 748 -12,91
2026-05-15 13F Vista Investment Management 6 340 -0,52 501 -4,57
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-04-16 13F Friday Financial 14 089 -0,76 1 114 -4,95
2026-05-15 13F Solano Wealth Investment Advisors LLC 23 532 -8,90 1 860 -12,72
2026-04-28 13F Belpointe Asset Management LLC 4 615 -75,48 365 -76,55
2026-05-13 13F Ameritas Investment Partners, Inc. 9 630 -9,20 761 -13,03
2026-05-01 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 19 917 -4,89 1 575 -8,86
2026-04-09 13F CRA Financial Services, LLC 3 439 -0,03 272 -4,24
2026-05-15 13F Strive Financial Group ,LLC 7 770 -4,66 614 -8,63
2026-04-13 13F/A Sunburst Financial Group, LLC 13 439 -35,37 1 062 -38,08
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-20 13F Emprise Bank 16 339 -0,01 1 292 -4,23
2026-05-15 13F Peapack Gladstone Financial Corp 3 190 -0,47 0
2026-04-13 13F Sherman Wealth Management LLC 4 482 -1,19 354 -5,35
2026-04-28 13F Hoey Investments, Inc 0 -100,00 0
2026-05-14 13F Bank Of Hawaii 46 044 -1,04 3 640 -5,16
2026-05-15 13F Vertex Planning Partners, LLC 9 746 -5,55 771 -9,52
2026-05-07 13F Tidemark, LLC 1 045 -1,79 83 -5,75
2026-05-15 13F MidFirst Bank 31 824 -3,26 2 516 -7,26
2026-01-27 13F Financial Management Professionals, Inc. 0 -100,00 0
2026-05-15 13F Destination Wealth Management 26 460 -1,38 2 092 -5,51
2026-04-28 13F Bogart Wealth, LLC 36 -84,75 3 -89,47
2026-04-03 13F Investors Research Corp 131 905 -6,55 10 428 -10,44
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-22 13F Formidable Asset Management, LLC 3 597 -2,04 297 0,00
2026-05-22 13F Wellington Grp LLC 0 -100,00 0 -100,00
2026-05-05 13F Beaumont Financial Advisors, LLC 4 049 -14,03 320 -17,53
2026-05-13 13F Brinker Capital Investments, LLC 4 641 -19,08 367 -22,62
2026-04-24 13F Royal Harbor Partners, LLC 158 736 -31,02 12 550 -33,89
2026-05-12 13F Advocacy Wealth Management Services, LLC 62 504 -0,03 4 942 -4,21
2026-05-14 13F Ieq Capital, Llc 0 -100,00 0
2026-05-06 13F World Equity Group, Inc. 2 685 -16,02 212 -19,39
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1 405 129 -27,74 112 087 -31,26
2026-05-11 13F Wbi Investments, Inc. 55 114 -8,34 4 357 -12,16
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 26 534 -20,12 2 098 -23,47
2026-04-20 13F Peirce Capital Management, LLC 8 606 -12,56 680 -16,15
2026-05-14 13F Neuberger Berman Group LLC 4 174 -3,02 330 -7,32
2026-04-10 13F Atala Financial Inc 0 -100,00 0
2026-05-15 13F IMG Wealth Management, Inc. 119 -50,21 9 -52,63
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-14 13F Andrews Advisory Associates, LLC 58 426 -11,21 4 619 -14,90
2026-02-13 13F SYM FINANCIAL Corp 0 -100,00 0 -100,00
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