Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI ACWI ex U.S. ETF inkluderar Glenmede Investment Management, LP, McElhenny Sheffield Capital Management, LLC, Resolute Advisors LLC, Ensign Peak Advisors, Inc, Atlantic Union Bankshares Corp, Midwestern Financial, LLC /IA, Park Edge Advisors, LLC, Adams Wealth Management, CacheTech Inc., Congress Wealth Management LLC / DE /, Laurel Wealth Advisors LLC, Gutierrez Wealth Advisory, LLC, SGLIX - SGI Global Equity Fund Class I Shares, Summit Global Investments, Arcus Capital Partners, LLC, Midwest Trust Co, Euro Pacific Asset Management, LLC, McAdam, LLC, October Effect Ltd, och Gladwyn Financial Advisors, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 34 706 | 1,71 | 2 115 | 11,73 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 329 | 108,43 | 264 | 128,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101 666 | 42,59 | 6 | 100,00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 351 | 204 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 7 197 | 10,54 | 439 | 21,33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 365 | 22 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 781 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 133 166 | 30,00 | 8 115 | 42,88 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 6 193 | 1,52 | 377 | 11,54 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 51 511 | 13,63 | 3 139 | 24,91 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41 744 | 1,42 | 2 544 | 11,44 | ||||
| 2025-08-08 | 13F | Creative Planning | 152 243 | 14,45 | 9 278 | 25,77 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 36 289 | 157,46 | 2 211 | 183,10 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 22 083 | 1 346 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 620 781 | 2 516,35 | 37 830 | 2 776,81 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 8 686 | 0,65 | 529 | 10,67 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 519 369 | 2,18 | 32 | 10,71 | ||||
| 2025-07-07 | 13F | Trust Co | 157 773 | 1,45 | 9 615 | 11,49 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 24 945 | 2,45 | 1 517 | 11,63 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 331 661 | 20 | ||||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 22 481 | 3,75 | 1 370 | 14,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 747 363 | 56,82 | 46 | 73,08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 910 | 95,07 | 787 | 114,75 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 491 180 | 1,19 | 29 933 | 11,21 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10 949 | 0,41 | 667 | 10,43 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 294 254 | 9,41 | 17 932 | 20,25 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 19 852 | 1 210 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 11 367 | 52,35 | 693 | 67,55 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 978 | 2,83 | 303 | 13,06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 25 528 | 2 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 14 205 | 1,43 | 866 | 11,47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 167 | 1,48 | 71 | 12,70 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 839 | 661 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 555 390 | 24,53 | 33 845 | 36,86 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 82 834 | 62,45 | 5 048 | 78,53 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 46 341 | 1,38 | 2 824 | 11,44 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 80 495 | 4 896 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 154 066 | 2,58 | 9 389 | 12,74 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 26 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 16 201 | 0,30 | 987 | 10,28 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 981 | 60 | ||||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 56 111 | 0,37 | 3 419 | 10,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 810 | 0,23 | 293 | 10,15 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 151 | 137,68 | 131 | 162,00 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 829 324 | 7,39 | 50 539 | 18,02 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 36 195 | 6,27 | 2 206 | 16,79 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 4 704 | 5,02 | 287 | 15,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 341 | 21 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 450 | 50,00 | 27 | 68,75 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 8 250 | 1,23 | 503 | 11,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105 253 | 4,08 | 6 | 20,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 660 | 15,19 | 650 | 26,51 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 51 746 | 0,10 | 3 153 | 10,01 | ||||
| 2025-08-08 | 13F | Allianz Se | 2 477 | 252,85 | 151 | 294,74 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 9 320 | 568 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 40 230 | 2 231 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 193 407 | 13,58 | 11 786 | 24,83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 222 884 | 23,03 | 13 581 | 35,20 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 163 883 | 272,22 | 9 987 | 309,14 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 536 | 33 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 745 | 0,73 | 472 | 10,80 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 8 856 | 540 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 40 230 | 2 231 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 818 | 233 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 7 732 | 28,61 | 471 | 41,44 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 27 650 | 1,37 | 1 685 | 11,38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 238 180 | 27,20 | 15 | 40,00 | ||||
| 2025-08-13 | 13F | Md Sass Investors Services Inc | 62 260 | 0,81 | 3 794 | 10,81 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133 040 | 176,11 | 8 107 | 203,52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 18 370 | 32,16 | 1 119 | 45,32 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 430 | 4,25 | 453 | 14,43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 46 759 | 7,01 | 2 850 | 17,63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 127 | 312 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 4 197 | 1,43 | 256 | 11,35 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 686 | 590 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 215 241 | 822,16 | 13 117 | 913,60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 000 | 11,48 | 122 | 22,22 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 52 170 | 1,43 | 3 179 | 11,47 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 250 | 15 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 23 493 | 114,02 | 1 432 | 135,36 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 50 956 | 0,34 | 3 105 | 10,26 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 153 085 | 4,10 | 9 329 | 14,41 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 116 618 | 7 108 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 1 400 | 85 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 340 436 | 14,83 | 20 746 | 26,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 611 549 | 52,48 | 159 148 | 67,58 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 455 000 | 27 728 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 26 | 1 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 37 000 | 2 255 | ||||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 30 617 | 8,65 | 1 866 | 19,40 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 16 160 | 20,51 | 985 | 32,44 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 7 650 | 466 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 134 958 | 98,19 | 7 483 | 110,73 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 117 293 | 1,84 | 7 148 | 11,92 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 972 | 28,51 | 851 | 41,36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 59 637 | 2,20 | 3 634 | 12,33 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 204 | 73 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 244 728 | 1 760,06 | 14 914 | 1 945,68 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 199 557 | 486,93 | 12 161 | 541,06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 124 852 | 3,37 | 7 609 | 13,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 871 | 53 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 277 215 | 1,74 | 16 893 | 11,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 738 | 48,40 | 167 | 62,75 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 10 633 | 1 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 45 965 | 0,00 | 2 801 | 9,93 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 51 573 | 0,38 | 3 143 | 10,32 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 12 892 | 786 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 26 932 | 1 641 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 33 | 3,12 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 8 688 | 3,87 | 529 | 11,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 459 669 | 36,52 | 88 939 | 50,09 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 6 695 | 19,70 | 410 | 32,26 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 13 132 | 0,26 | 800 | 10,19 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 169 465 | 13,61 | 10 327 | 24,86 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 043 | 1,16 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 10 031 | 2,83 | 611 | 13,15 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 649 | 16,21 | 100 | 28,21 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 70 122 | 1,37 | 4 273 | 11,42 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 885 000 | 881 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 189 770 | 5,13 | 12 | 10,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 734 | 0,34 | 288 | 10,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 897 | 7,89 | 725 | 18,49 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 145 902 | 0,50 | 8 891 | 10,46 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12 994 | 23,17 | 792 | 35,45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66 805 | 7,46 | 3 704 | 14,25 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 7 743 | 2,41 | 472 | 12,41 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 371 531 | 22 641 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 108 353 | 0,02 | 6 562 | 14,30 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 8 384 | 0,01 | 511 | 9,91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 389 | 8,13 | 328 | 18,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 177 709 | 12,52 | 71 770 | 23,66 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 867 | 39,14 | 479 | 53,04 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 61 462 | 41,56 | 3 746 | 55,59 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 52 495 | 1,46 | 3 199 | 11,50 | ||||
| 2025-07-29 | NP | SGLIX - SGI Global Equity Fund Class I Shares | 18 559 | 1 104 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 935 | 57 | ||||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 9 381 | 2,15 | 572 | 12,18 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45 590 | 6,17 | 2 778 | 16,67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 328 461 | 4,14 | 20 016 | 14,46 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 78 | 100,00 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8 562 | 2,59 | 522 | 12,77 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 172 | 10 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4 317 | 263 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 4 960 | 302 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 23 168 | 34,30 | 1 412 | 47,59 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 275 | 1,64 | 321 | 11,85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 463 246 | 34,09 | 28 230 | 47,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275 868 | 4,03 | 16 811 | 14,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 024 | 10,44 | 306 | 21,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 806 | 31,51 | 659 | 62,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 36 392 | 115,87 | 2 213 | 135,18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 367 | 66,62 | 266 | 83,45 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 15 466 | 0,45 | 942 | 10,43 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 000 | 305 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 598 | 370,17 | 463 | 451,19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95 253 | 23,97 | 5 805 | 36,24 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 742 | 1,35 | 289 | 11,20 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 8 800 | 36,14 | 536 | 49,72 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 372 | 798,48 | 145 | 928,57 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 765 | 0,25 | 473 | 10,26 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 9 769 | 714,76 | 595 | 801,52 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 245 | 0,06 | 381 | 9,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 68 289 | 2,22 | 4 162 | 12,34 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 352 | 1,17 | 448 | 11,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 300 093 | 6,50 | 18 288 | 17,04 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 11 367 | 227,01 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 20 720 | 0 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 37 442 | 1,77 | 2 282 | 11,81 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 48 163 | 53,60 | 2 935 | 68,87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 477 | 3 004,46 | 212 | 3 416,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 274 257 | 51,40 | 16 704 | 66,30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 293 995 | 17 915 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 8 070 | 1,42 | 492 | 11,34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 497 915 | 5,39 | 91 283 | 15,83 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 75 960 | 4 629 | ||||||
| 2025-08-19 | 13F | Cim, Llc | 25 886 | 8,43 | 1 577 | 19,20 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 749 | 296,30 | 46 | 350,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 639 512 | 2,29 | 38 972 | 12,41 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 883 | 1,39 | 545 | 12,16 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 104 125 | 6 345 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 207 | 16,54 | 317 | 28,34 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 13 739 | 1 | ||||||
| 2025-06-24 | NP | MYINX - MainStay MacKay International Opportunities Fund Investor Class | 29 244 | 10,96 | 1 665 | 17,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 476 354 | 11,33 | 272 789 | 22,35 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 47 886 | 0,01 | 2 918 | 9,95 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 30 796 | 0,28 | 1 877 | 10,22 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 180 568 | 18,07 | 11 004 | 29,77 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 138 518 | 29,24 | 8 441 | 42,03 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 968 519 | 5,23 | 59 022 | 15,65 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 294 | 627 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 159 733 | 38,40 | 70 674 | 52,11 | ||||
| 2025-08-13 | 13F | Yost Capital Management, L.L.C. | 64 000 | 109,84 | 3 900 | 130,63 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 873 | 4,93 | 541 | 15,38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 520 | 1,36 | 32 | 10,71 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 74 884 | 285,90 | 4 563 | 324,07 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 56 504 | 0,27 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 295 256 | 11,27 | 17 993 | 22,28 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 21 564 | 1 312 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 53 | 3 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 57 332 | 4,54 | 3 494 | 14,86 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26 024 | 1,72 | 1 586 | 11,78 | ||||
| 2025-08-13 | 13F | Martin & Co Inc /tn/ | 117 225 | 1,08 | 7 144 | 11,09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 645 | 15,10 | 161 | 26,77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 249 249 | 0,46 | 15 189 | 10,41 | ||||
| 2025-05-19 | NP | ULTRA SERIES FUND - International Stock Fund Class I | 5 686 | 20,34 | 315 | 25,00 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 25 460 | 193,52 | 1 552 | 223,13 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 95 | 1,06 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 4 359 | 2,61 | 266 | 12,77 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 301 | 1,35 | 18 | 12,50 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 775 | 108 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 67 736 | 0,07 | 4 128 | 9,97 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 39 401 | 25,29 | 2 401 | 37,75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 167 817 | 5,37 | 10 225 | 15,79 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 55 404 | 3 376 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 041 196 | 63 450 | ||||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 144 201 | 1,43 | 8 788 | 11,47 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7 872 | 27,65 | 480 | 40,47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 75 100 | 295,26 | 4 577 | 334,57 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 24 065 | 1 467 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 527 478 | 14,48 | 32 145 | 25,82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8 034 | 49,41 | 490 | 64,09 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 7 687 | 0,54 | 468 | 10,64 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26 040 | 3,63 | 1 627 | 19,02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 999 | 609 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 44 184 | 0,58 | 2 693 | 10,55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 294 | 0,75 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 8 397 | 512 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 419 537 | 438,17 | 86 506 | 491,45 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 041 | 16,87 | 368 | 28,67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 14 566 | 888 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 6 641 | 0,74 | 405 | 10,68 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 953 | 0,62 | 424 | 10,16 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 33 832 | 64,50 | 2 062 | 80,79 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 33 859 | 66,65 | 2 063 | 82,08 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 896 900 | 3,55 | 54 657 | 13,80 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 218 | 440 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 886 | 37,29 | 481 | 50,94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 608 | 220 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 293 | 201 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 481 | 882 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 496 | 147,94 | 213 | 173,08 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 843 | 1,42 | 295 | 11,74 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 107 093 | 432,01 | 6 615 | 492,74 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 336 | 0,23 | 264 | 10,46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 033 | 728,88 | 855 | 819,35 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 44 839 | 0,37 | 2 732 | 10,29 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 20 784 | 15,61 | 1 267 | 27,11 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 20 691 | 0,36 | 1 261 | 10,24 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 71 413 | 4 352 | ||||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 5 213 | 0,95 | 318 | 10,84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 906 | 245 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 46 110 | 25,02 | 2 810 | 37,36 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 27 | 3,85 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 777 | 0,67 | 235 | 10,38 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 17 206 | 119,02 | 1 049 | 140,92 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 237 | 380 | ||||||
| 2025-07-10 | 13F | Security National Bank | 7 539 | 44,54 | 459 | 58,82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43 | 65,38 | 3 | 100,00 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 44 | 3 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 31 068 | 18,02 | 1 893 | 29,75 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 22 624 | 0,81 | 1 379 | 10,77 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 5 730 | 349 | ||||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 11 929 | 0,17 | 727 | 10,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 395 | 207 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 6 716 | 2,99 | 409 | 13,30 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 81 570 | 13,72 | 4 971 | 24,97 |
