Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF inkluderar Envestnet Asset Management Inc, Cwm, Llc, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Mml Investors Services, Llc, Resources Investment Advisors, LLC., Parcion Private Wealth LLC, Bank of New York Mellon Corp, Foundations Investment Advisors, LLC, Cetera Investment Advisers, Janney Montgomery Scott LLC, JB Capital LLC, Advocacy Wealth Management Services, LLC, Merit Financial Group, LLC, Commonwealth Equity Services, Llc, United Capital Financial Advisers, Llc, Stifel Financial Corp, Ascent Group, LLC, Austin Private Wealth, LLC, och AE Wealth Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20 710 | 597 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 71 624 | 2 066 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 100 485 | 2 899 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 47 556 | 1 372 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44 438 | 1 437 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9 032 | 261 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 17 915 | 559 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4 700 | 104,35 | 136 | 170,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 59 582 | 1 719 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 239 | 2 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 069 | 204 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 19 254 | 600 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 711 | 65,73 | 21 | 122,22 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 38 112 | 1 100 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 130 002 | 3 751 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 991 219 | 28 597 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81 012 | 2 337 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 162 181 | 4 679 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 896 | 199 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 56 010 | 1 616 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 235 893 | 6 806 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 827 247 | 52 716 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 7 409 | 235 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 112 559 | 3 247 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18 398 | 531 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24 531 | 708 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 204 761 | 5 907 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 697 617 | 20 126 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 284 | 210 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8 965 | 259 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 124 374 | 3 588 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 8 754 | 253 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 16 000 | 462 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 576 | 103 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 992 904 | 2,11 | 29 | 33,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 275 467 | 7 947 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 173 | 207 | ||||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 17 868 | 515 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 85 978 | 2 480 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 43 452 | 1 254 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 887 | 26 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 558 486 | 16 112 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 134 866 | 4,44 | 3 891 | 37,65 | ||||
| 2025-08-11 | 13F | Eq Llc | 167 032 | 4 819 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 135 633 | 25 017,22 | 3 913 | 35 463,64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 92 558 | 2 670 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 15 542 | 448 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 69 869 | 2 016 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 16 000 | 462 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12 053 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18 928 | 546 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 512 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210 352 | 6 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12 178 | 351 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114 539 | 3 304 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 69 301 | 1 999 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 82 590 | 2 383 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7 587 | 0 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 21 439 | 622 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 974 | 197 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 96 102 | 3 000 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 320 | 442 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7 547 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831 760 | 24 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 218 348 | 6 299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10 104 | 292 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 486 | 43 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 403 | 34,82 | 1 858 | 77,80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 160,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31 794 | 823 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 113 | 551 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 895 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 121 | 119 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23 250 | 671 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 16 793 | 484 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7 577 | 214 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 906 | 545 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18 368 | 530 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 974 | 345 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142 197 | 4 102 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 198 976 | 5 740 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 086 | 60 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 12 000 | 346 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 375 310 | 10 828 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 199 923 | 5 768 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 87 822 | 2 688 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26 115 | 753 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 138 429 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 187 | 2 083 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7 073 | 204 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 797 | 485 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 120 799 | 3 485 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2 634 012 | 76 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8 465 | 244 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 344 995 | 9 953 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 10 645 | 306 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 20 174 | 1 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 317 | 211 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 24 304 | 759 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 306 | 730 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 46 523 | 1 342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 038 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10 637 | 307 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23 769 | 686 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 81 412 | 2 349 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 55 763 | 1 609 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78 571 | 34 061,30 | 2 267 | 45 240,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 34 152 | 985 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 225 104 | 6 494 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 75 471 | 2 177 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 15 888 | 458 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 17 445 | 503 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 987 | 202 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219 035 | 4 253,71 | 6 319 | 5 643,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 | 1 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 15 980 | 19,43 | 461 | 57,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 577 916 | 17 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 8 250 | 238 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 21 507 | 620 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25 359 | 732 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92 506 | 2 669 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 268 193 | 7 737 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 158 555 | 4 574 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 363 | 0 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 575 | 190 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7 368 | 213 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 54 253 | 1 565 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33 416 | 964 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13 468 | 389 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 55 152 | 1 591 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 83 379 | 2 405 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7 368 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 972 | 288 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38 174 | 1 101 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 470 053 | 13 561 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 459 952 | 13 270 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 142 | 4 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 147 | 350 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 184 211 | 5 314 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48 807 | 1 408 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 11 092 | 320 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 152 348 | 4 395 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 78 546 | 2 266 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 216 193 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 097 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 973 766 | 633 943 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 84 494 | 2 633 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 480 | 822 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 55 936 | 1 614 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 20 933 | 604 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 149 931 | 4 526 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 022 658 | 335 197,70 | 29 504 | 491 616,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20 479 | 591 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180 | 5 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 7 851 | 227 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 257 | 8 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 107 032 | 3 088 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86 550 | 87 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 746 655 | 50 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 215 020 | 6 203 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 56 407 | 1 627 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 182 257 | 5 258 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 938 293 | 3 613 012,84 | 113 620 | 5 680 850,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207 | 6 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160 000 | 4 616 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 50 | 1 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 108 786 | 3 138 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 133 092 | 3 840 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 210 | 536,36 | 6 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 673 | 280 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 130 833 | 3 775 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9 836 | 284 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 38 195 | 1 102 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 6 940 | 200 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 647 | 307 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 8 212 | 237 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 88 786 | 2 561 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 804 | 1 148 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 41 400 | 1 194 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 200 | 237 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 568 | 2 151 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 107 | 3 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 121 771 | 3 513 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 82 084 | 2 368 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 261 510 | 7 545 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 6 947 | 200 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 70 363 | 2 030 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 89 622 | 2 586 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 391 384 | 11 291 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 361 | 212 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7 512 | 217 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 28 012 | 808 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7 095 | 205 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 60 443 | 1 744 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 31 299 | 903 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 16 801 | 485 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 34 494 | 995 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78 136 | 2 254 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 111 948 | 3 230 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15 809 | 456 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 72 786 | 2 100 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 924 155 | 26 662 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26 084 | 753 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 644 | 278 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 7 194 | 208 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 401 | 127 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 900 | 26 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 74 676 | 2 154 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60 182 | 1 738 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 165 | 21 550,00 | 62 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 609 | 393 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 173 657 | 5 010 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1 063 208 | 30 674 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 54 052 | 1 559 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49 519 | 1 429 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 316 | 67 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 39 634 | 1 143 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 954 | 720 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 827 | 0 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9 013 | 260 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29 340 | 828 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141 420 | 4 080 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11 391 | 329 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 22 633 | 653 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 790 720 | 22 812 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 13 292 | 383 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 66 507 | 1 919 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 918 | 315 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13 047 | 376 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 150 453 | 33 191 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 147 504 | 4 255 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13 624 | 393 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 50 665 | 1 453 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 19 696 | 615 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 593 595 | 2 433,77 | 219 075 | 3 239,56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63 888 | 1 843 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658 567 | 19 000 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 50 898 | 1 468 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 107 993 | 3 116 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 871 685 | 25 148 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27 255 | 786 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133 677 | 3 857 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27 408 | 791 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 101 984 | 2 942 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 6 982 | 213 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14 277 | 412 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 17 126 | 492 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29 301 | 845 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 49 681 | 1 433 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 115 742 | 3 339 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 35 | 1 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 57 262 | 1 652 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 253 799 | 7 322 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14 754 | 426 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 11 393 | 354 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32 411 | 33,32 | 989 | 80,62 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 63 541 | 1 833 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 57 660 | 1 669 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 189 223 | 63 159 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 116 850 | 3 371 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35 218 | 1 016 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 156 642 | 4 933 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40 259 | 1 161 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 57 390 | 1 656 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193 875 | 5 593 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 51 763 | 1 493 |
