Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF incluem Canandaigua National Corp, Tiaa-cref Individual & Institutional Services, Llc, TRB Wealth Management, LLC, Junk Investment Group, LLC, Blue Capital, Inc., Quartz Partners, LLC, CIBC Asset Management Inc, Quent Long Short Global Small Cap Fund, LP, Arkadios Wealth Advisors, Cvfg Llc, Spartan Wealth Advisory Services LLC, Henson-Edgewater Management, LLC, IF Advisors, LLC, Consolidated Planning Corp, Everest Financial Group LLC, Opal Wealth Advisors, LLC, Park National Corp /oh/, Register Financial Advisors LLC, Vanguard Advisers Inc, e SageView Advisory Group, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 20,387 | 0.45 | 1,928 | 4.44 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7,498 | 167.59 | 682 | 175.00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 19,764 | 145.00 | 1,869 | 154.98 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 2,573 | 0.19 | 0 | -100.00 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 8,936 | 845 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10 | 1 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 27,666 | 118.36 | 2,617 | 127.08 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 38,433 | 1.35 | 3,635 | 5.36 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 82,728 | 7,824 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 21,638 | 10.31 | 2,046 | 14.69 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 50 | 2.04 | 5 | 0.00 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 19,916 | 13.90 | 1,884 | 18.43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 122,929 | 0.39 | 12 | 0.00 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 1,008,055 | 0.61 | 95,342 | 4.60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 230,860 | 6.72 | 21,835 | 10.95 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 36,331 | 0.55 | 3,436 | 4.53 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 18,646 | 1.02 | 1,764 | 5.00 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 33,548 | 4.58 | 3,173 | 8.70 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22,218 | 430.90 | 2,101 | 452.89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2,170 | 205 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2,512 | 0.04 | 238 | 3.95 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 9,091 | 25.22 | 1 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 11,388 | 4.39 | 1,077 | 8.57 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 2,940 | 0.44 | 278 | 4.51 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 8,033 | 2.11 | 760 | 6.15 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 556,444 | 11.62 | 52,629 | 16.05 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 380,646 | 2.82 | 36,001 | 6.90 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 97,343 | 2,047.43 | 9,207 | 2,134.47 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 9,473 | 2.34 | 896 | 6.42 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 124,435 | 1.73 | 11,769 | 5.77 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 9 | 1 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 235,509 | 418.41 | 22,274 | 439.06 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 23,621 | 721.31 | 2,334 | 794.25 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 101,150 | 22.30 | 9,567 | 27.16 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2,360 | 2.21 | 223 | 6.19 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 2,268 | 2.81 | 215 | 7.00 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 10,752 | 978 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 617 | 58 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 189,409 | 2.93 | 17,231 | 5.63 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 3,049 | 0.20 | 288 | 4.35 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 3,227 | 2.74 | 305 | 7.02 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5,609 | 0.54 | 530 | 4.54 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 18,597 | 24.83 | 1,759 | 29.74 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 4,293 | 33.70 | 406 | 39.04 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 184 | 106.74 | 17 | 112.50 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 3,267 | 0.46 | 309 | 4.41 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1,020 | 96 | ||||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 9,724 | 0.41 | 920 | 4.43 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3,846 | 364 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 5,613 | 2.61 | 531 | 6.64 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 11,000 | 1,040 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 22,884 | 0.45 | 2,164 | 4.44 | ||||
| 2026-05-08 | 13F | Pinnacle Holdings, LLC | 7,311 | 691 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 201,263 | 8.84 | 19,035 | 13.16 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 9,062 | 0.14 | 839 | 1.94 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 117 | 0.86 | 12 | 0.00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 10,863 | 10.62 | 1,027 | 15.01 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 18,476 | 0.04 | 2 | 0.00 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 8,541 | 808 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 11 | 1 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 417 | 39 | ||||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 4,715 | 0.19 | 446 | 3.97 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,493 | 11.20 | 236 | 15.76 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 3,823 | 362 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2,757 | 0.44 | 261 | 4.42 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 62,155 | 29.12 | 5,879 | 34.23 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 22,917 | 0.21 | 2,167 | 4.18 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 128,808 | 1.49 | 12,183 | 5.52 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 62,074 | 0.51 | 6 | 0.00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9,110 | 0.62 | 1 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 1,470 | 0.48 | 139 | 4.51 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 21 | 2 | ||||||
| 2026-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 290,705 | 1.98 | 27,495 | 6.02 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12,005 | 1.11 | 1,135 | 5.09 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 805 | 76 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2,451 | 2.08 | 232 | 5.96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6,094 | 0.30 | 576 | 4.35 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 518 | 109.72 | 47 | 123.81 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 2,799 | 265 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4,264 | 403 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 0 | 0 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 36,013 | 6.18 | 3,406 | 10.41 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 3,921 | 5.15 | 371 | 9.14 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10,580 | 1,001 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 215,562 | 20,388 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 98,386 | 1.72 | 9,305 | 5.73 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 10,439 | 14.44 | 1,038 | 25.21 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 3,041 | 1.77 | 288 | 5.90 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 26,633 | 318.89 | 2,519 | 335.64 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 39,634 | 1.23 | 4,049 | 6.25 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2 | 100.00 | 0 | |||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2,922 | 4.73 | 276 | 9.09 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 5,547 | 505 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2,217 | 210 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 159,120 | 168.49 | 15,050 | 179.15 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 21,138 | 0.41 | 1,999 | 4.39 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 793 | 75 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 8,197 | 18.25 | 775 | 23.02 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 99,183 | 8.14 | 9,381 | 12.43 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 261,675 | 3.35 | 24,749 | 7.46 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 5,433 | 514 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1,299 | 0.23 | 123 | 4.27 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 11 | 1 | ||||||
| 2026-05-01 | 13F | American Trust | 3,058 | 13.09 | 289 | 17.96 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4,200 | 0.05 | 397 | 4.20 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 252 | 0.40 | 24 | 4.55 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 43,237 | 3.44 | 4,064 | -1.05 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 775 | 2,179.41 | 80 | 2,566.67 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 185 | 51.64 | 17 | 54.55 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 8,870 | 2.44 | 839 | 6.48 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 174,641 | 3.25 | 15,887 | 5.96 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8,913 | 45.66 | 843 | 54.11 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 75,468 | 0.11 | 7,138 | 4.08 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 91,777 | 0.38 | 8,680 | 4.36 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 4,899 | 446 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 10,265 | 0.52 | 971 | 4.41 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 202,964 | 3.37 | 19,196 | 7.47 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 694 | 66 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 2,734 | 259 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 263 | 0.38 | 25 | 4.35 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 27,366 | 1.22 | 2,588 | 5.25 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 10,254 | 1.88 | 970 | 5.90 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 126 | 0.80 | 12 | 0.00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 125,097 | 4.68 | 11,832 | 8.83 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 797,912 | 2.08 | 75,467 | 6.13 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 22,594 | 2,137 | ||||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 13,530 | 3.16 | 1,280 | 7.21 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2,759 | 0.33 | 261 | 4.00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 37,815 | 11.51 | 3,577 | 15.95 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 12,136 | 678.95 | 1,148 | 713.48 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 287 | 27 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 64,788 | 2.21 | 6,128 | 6.26 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 4,248 | 48.07 | 402 | 54.23 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 3,154 | 4.13 | 298 | 8.36 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 147 | 14 | ||||||
| 2026-04-10 | 13F | Novem Group | 3,710 | 28.64 | 351 | 33.59 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 20,799 | 5.25 | 1,967 | 9.46 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 53 | 5 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 3,291 | 311 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7,328 | 121.52 | 693 | 131.00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 358 | 34 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 6,664 | 0.85 | 630 | 4.83 | ||||
| 2026-05-11 | 13F | Collier Financial | 714 | 7.21 | 68 | 11.67 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 79 | 7 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 38,022 | 22.21 | 3,596 | 27.07 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 5,144 | 1.10 | 523 | 4.18 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 6,554 | 0.03 | 620 | 3.86 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 183,039 | 0.75 | 17,312 | 4.75 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 20,879 | 2.39 | 1,975 | 6.42 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2,981 | 9.03 | 282 | 13.31 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 14,674 | 4.52 | 1,388 | 8.61 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 227,746 | 9.47 | 21,545 | 13.81 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2,310 | 4.48 | 218 | 8.46 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20,114 | 8.69 | 1,902 | 13.01 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 31,721 | 1.06 | 3,000 | 5.08 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 585 | 55 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 10,357 | 17.19 | 980 | 21.92 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 30 | 3 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 31 | 3 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2,858 | 2.00 | 270 | 6.30 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 11,388 | 10.08 | 1,077 | 14.45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12,148 | 270.48 | 1,149 | 285.23 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5,965 | 1.81 | 564 | 6.02 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4,591 | 69.35 | 434 | 74.30 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 2,214 | 0.41 | 209 | 4.50 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 72 | 1.41 | 7 | 0.00 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 31,086 | 2.16 | 2,940 | 6.21 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 25,881 | 23.76 | 2,448 | 28.65 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 6,825 | 0.34 | 646 | -3.87 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 2,888 | 0.45 | 273 | 4.60 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 184,749 | 5.60 | 19,037 | 14.99 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 54 | 1.89 | 5 | 25.00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14,998 | 2.36 | 1,419 | 6.46 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 2,656 | 0.45 | 251 | 4.58 | ||||
| 2026-04-21 | 13F | Creekside Partners | 3,344 | 0.03 | 316 | 3.95 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 122 | 12 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 3,663 | 0.16 | 346 | 4.22 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1,118 | 2.29 | 106 | 6.06 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 51,787 | 1.04 | 4,898 | 5.06 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 12,248 | 2.09 | 1,158 | 6.14 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 209,249 | 1.48 | 19,035 | 4.14 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33,199 | 3 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2,746 | 4.37 | 260 | 8.37 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 15,405 | 24.08 | 1,457 | 29.05 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 70,741 | 3.88 | 6,630 | 6.08 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 5,508 | 6.29 | 521 | 10.40 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 5,897 | 557 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 209,172 | 0.69 | 19,783 | 4.68 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 20,317 | 0.25 | 1,922 | 4.29 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75.00 | 1 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12,217 | 0.34 | 1,155 | 4.34 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 116,557 | 1.61 | 11,024 | 5.63 | ||||
| 2026-04-06 | 13F | CX Institutional | 1,068 | 1,470.59 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 27,967 | 1.59 | 2,645 | 5.63 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 9,515 | 74.11 | 1 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 86,591 | 1.48 | 8,190 | 5.51 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 25,676 | 0.30 | 2,428 | 4.30 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1,644 | 19.56 | 152 | 20.63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 195 | 18 | ||||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 23,394 | 2,213 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 21,337 | 1.45 | 2,018 | 5.49 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 2,184 | 207 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 26,604 | 1.05 | 2,516 | 5.10 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 5,544 | 0.04 | 524 | 3.97 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6,015 | 0.38 | 569 | 4.22 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 4,362 | 8.43 | 413 | 12.57 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 762 | 7.94 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 2,794 | 1.86 | 264 | 6.02 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 710 | 38.13 | 67 | 45.65 | ||||
| 2026-04-16 | 13F | Friday Financial | 5,556 | 14.84 | 525 | 19.32 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19,921 | 469.99 | 1,884 | 494.32 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5,465 | 10.31 | 517 | 14.67 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 334 | 0.30 | 32 | 3.33 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 29,985 | 2,836 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 2,534 | 0.44 | 240 | 4.37 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 5,271 | 0.40 | 499 | 4.40 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 209 | -21.13 | ||||||
| 2026-05-12 | 13F | Avant Capital LLC | 2,788 | 0.14 | 264 | 3.95 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 5 | 0 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 2,286 | 216 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 181,789 | 0.95 | 17,194 | 4.96 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1,382 | 0.44 | 131 | 4.00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 6,531 | 35.81 | 618 | 41.19 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6,872 | 52.34 | 650 | 58.29 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 11,249 | 0.36 | 1,064 | 4.32 | ||||
| 2026-05-05 | 13F | UBS Group AG | 151,055 | 0.15 | 14,287 | 4.13 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3,555 | 0.42 | 336 | 4.35 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 28,243 | 27.58 | 2,615 | 29.91 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 5,138 | 2.19 | 486 | 6.13 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 2,727 | 0.44 | 258 | 4.47 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 26,409 | 2.12 | 2,498 | 6.16 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6,168 | 583 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 147,316 | 13,933 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2,312 | 219 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6,269 | 593 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 132,901 | 20.66 | 12,368 | 23.44 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 5,839 | 23.89 | 552 | 28.97 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5,558 | 8.39 | 526 | 12.66 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2,153 | 204 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4,630 | 4.42 | 438 | 8.44 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3,255 | 9.23 | 308 | 13.28 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1,348 | 84.40 | 127 | 92.42 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 939 | 611.36 | 89 | 633.33 |
