Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock ETF Trust II - iShares Flexible Income Active ETF inkluderar Vivid Wealth Management, LLC, Elevatus Welath Management, Kavar Capital Partners Group, Llc, Susquehanna International Group, Llp, Duncan Williams Asset Management, LLC, Wetzel Investment Advisors, Inc., ArborFi Advisors, LLC, Centricity Wealth Management, LLC, Eaton Financial Holdings Company, LLC, Eq Llc, WealthPlan Investment Management, LLC, EP Wealth Advisors, Inc., Ballast, Inc., Signature Resources Capital Management, LLC, L & S Advisors Inc, Walkner Condon Financial Advisors LLC, Dohj, Llc, Keystone Wealth Services, LLC, Capital Investment Advisors, LLC, och Hancock Whitney Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 48 613 | 8,54 | 2 564 | 9,30 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19 259 | 2,82 | 1 018 | 3,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 735 212 | 2,82 | 514 409 | 3,72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 632 | 547,62 | 86 | 561,54 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 13 763 | 2,94 | 727 | 3,86 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 63 767 | 3,38 | 3 369 | 4,30 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 293 | 88,31 | 438 | 90,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 677 132 | 21,68 | 35 780 | 22,75 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6 998 | 69,77 | 370 | 71,63 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 67 246 | 6,00 | 3 553 | 6,92 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 20 796 | 8,18 | 1 097 | 9,37 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 46 294 | 46,85 | 2 446 | 48,15 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 35 454 | 5,42 | 1 873 | 6,36 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 7 862 | 11,20 | 415 | 12,16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 69 090 | 6,32 | 3 651 | 7,26 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 10 447 | 0,94 | 552 | 1,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58 786 | 119,28 | 3 092 | 120,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 915 | 5,95 | 313 | 6,85 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 35 925 | 18,81 | 1 898 | 19,90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 379 079 | 8,46 | 20 031 | 9,41 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 233 428 | 12 334 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26 724 | 34,32 | 1 412 | 35,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 729 228 | 12,07 | 566 932 | 13,05 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 646 829 | 4,34 | 34 178 | 5,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 509 697 | 13,16 | 26 932 | 14,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 437 | 26,33 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 19 071 | 4,42 | 1 008 | 5,33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 37 955 | 77,82 | 2 006 | 79,34 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 954 581 | 867,75 | 50 440 | 876,38 | ||||
| 2025-08-11 | 13F | Eq Llc | 33 707 | 1 781 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 64 682 | 0,21 | 3 418 | 1,09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 667 | 25,38 | 405 | 26,56 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 33 181 | 3,00 | 1 753 | 3,91 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 515 341 | 1,17 | 80 | 2,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 4 790 | 253 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 279 118 | 2,62 | 14 749 | 3,52 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 10 391 | 541 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 136 265 | 3,27 | 7 200 | 4,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282 115 | 6,31 | 14 907 | 7,24 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 384 120 | 6,24 | 73 | 7,35 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1 987 410 | 2,86 | 105 015 | 3,76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103 069 | 2 118,92 | 5 446 | 2 141,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 20 643 | 0,35 | 1 091 | 1,21 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 828 959 | 1,76 | 43 802 | 2,66 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 365 | 72 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 5 033 | 9,53 | 266 | 10,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 377 | 195,60 | 283 | 200,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 379 280 | 12,51 | 72 881 | 13,50 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 45 748 | 11,58 | 2 417 | 12,58 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4 910 | 259 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 314 | 70,09 | 386 | 71,56 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 160 | 8 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 711 820 | 18,87 | 37 613 | 19,91 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 355 | 336 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 134 535 | 23,76 | 7 109 | 24,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 329 205 | 9,73 | 17 | 13,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26 782 | 8,86 | 1 415 | 9,86 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10 980 | 75,57 | 580 | 77,37 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 681 | 142 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 223 134 | 4 249,59 | 11 790 | 4 299,25 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 130 | 64,56 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1 583 135 | 2,11 | 84 | 2,47 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42 536 | 8,29 | 2 229 | 9,70 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 17 381 | 27,34 | 918 | 28,57 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3 788 | 200 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 663 631 | 0,73 | 35 066 | 1,61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 001 | 8,46 | 264 | 9,54 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 301 348 | 18,86 | 15 923 | 19,90 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 26 291 | 18,27 | 1 389 | 19,33 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 71 436 | 25,54 | 3 775 | 26,64 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 28 630 | 37,12 | 1 513 | 38,33 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 35 583 | 4,60 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 359 413 | 124,77 | 18 991 | 126,76 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 120 010 | 14,07 | 6 341 | 15,08 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 68 404 | 16,48 | 3 614 | 17,49 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86 521 | 618,85 | 4 572 | 625,56 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11 461 | 606 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 173 252 | 3,60 | 9 155 | 4,51 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8 450 | 446 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 2 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 6 420 | 339 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 562 | 294 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 51 603 | 24,73 | 2 727 | 25,80 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 40 378 | 0,23 | 2 134 | 1,09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 150 302 | 15,37 | 7 942 | 16,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 838 | 32,18 | 44 | 33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 45 110 | 1,48 | 2 384 | 2,36 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 214 295 | 7,43 | 11 323 | 8,37 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 208 523 | 7,10 | 11 018 | 8,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 017 | 324,63 | 1 041 | 323,17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 8 979 | 1,51 | 474 | 2,38 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 64 448 | 3 405 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 464 730 | 2,59 | 24 556 | 3,49 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11 755 | 621 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10 182 | 107,37 | 538 | 109,34 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 911 609 | 7,76 | 48 169 | 8,71 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 140 820 | 34,93 | 7 441 | 36,11 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 154 668 | 8 173 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 378 | 20 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 465 015 | 3,00 | 24 571 | 3,90 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153 521 | 4,04 | 8 112 | 4,96 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 7 075 | 23,04 | 374 | 23,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 195 629 | 27,98 | 327 377 | 29,11 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 59 173 | 2,27 | 3 108 | 5,04 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7 777 | 7,73 | 411 | 8,47 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 17 573 | 176,00 | 929 | 178,68 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 11 208 | 592 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 123 323 | 1,69 | 6 516 | 2,58 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 532 289 | 7,25 | 28 126 | 8,20 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 54 700 | 140,61 | 2 890 | 142,86 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 35 266 | 1 863 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 076 | 18,66 | 1 061 | 19,64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 131 814 | 8,42 | 6 965 | 9,36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18 540 | 4,13 | 980 | 5,04 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 766 | 24,43 | 833 | 25,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 311 251 | 23,22 | 69 | 25,45 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 128 337 | 2,53 | 6 781 | 3,43 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 20 466 | 0,23 | 1 071 | 0,19 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 30 199 | 39,55 | 1 596 | 40,78 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 300 192 | 8,11 | 15 862 | 9,07 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 87 029 | 0,81 | 4 599 | 1,68 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 72 896 | 14,01 | 3 852 | 14,99 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32 084 | 3,14 | 1 695 | 4,05 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 26 536 | 44,83 | 1 402 | 46,19 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 784 | 23,27 | 253 | 24,14 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8 068 | 78,18 | 426 | 79,75 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 5 518 | 1,36 | 292 | 2,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 357 329 | 61,08 | 18 881 | 62,50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 198 | 21 800,00 | 485 | 24 150,00 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 30 877 | 15,17 | 1 632 | 16,17 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 9 454 | 500 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 87 | 1,16 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 646 | 193 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15 295 | 230,77 | 808 | 233,88 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 2 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7 972 | 6,26 | 421 | 7,40 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 084 | 1 325 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 850 016 | 4,56 | 44 915 | 5,47 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 445 975 | 20,60 | 23 565 | 21,66 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19 701 | 33,39 | 1 041 | 34,67 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 19 648 | 17,80 | 1 038 | 18,90 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3 943 | 2,74 | 208 | 3,48 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 72 715 | 1,82 | 3 842 | 2,73 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 51 822 | 1,77 | 2 729 | 2,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 94 | 5 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 472 | 289 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 419 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 806 066 | 0,91 | 570 993 | 1,80 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 268 370 | 16,05 | 14 181 | 17,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24 238 | 78,68 | 1 281 | 80,28 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 745 | 21,06 | 568 | 22,20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 031 | 0,89 | 319 | 1,60 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 157 615 | 24,74 | 8 328 | 25,84 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 73 366 | 4,89 | 3 877 | 5,81 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 40 630 | 75,51 | 2 147 | 77,06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5 685 | 62,20 | 300 | 62,16 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23 302 | 92,45 | 1 231 | 94,16 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13 425 | 39,54 | 709 | 40,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 157 655 | 11,24 | 8 331 | 12,22 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 789 | 676 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 091 | 28,18 | 322 | 29,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 278 490 | 28,83 | 14 715 | 29,96 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 94 994 | 4,92 | 5 019 | 5,84 | ||||
| 2025-08-14 | 13F | Family Management Corp | 98 621 | 25,74 | 5 211 | 26,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 85 605 | 384,74 | 4 523 | 388,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64 155 | 15,34 | 3 390 | 16,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 14 272 | 19,75 | 754 | 20,83 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 000 | 476 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10 798 | 2,22 | 571 | 3,07 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15 639 | 8,70 | 826 | 9,69 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5 870 | 4,62 | 310 | 5,80 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 740 | 64,08 | 39 | 65,22 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9 988 | 10,63 | 528 | 11,65 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 379 166 | 103,96 | 20 035 | 105,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 789 | 0,31 | 464 | 1,31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165 454 | 33,14 | 8 743 | 34,31 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4 960 | 5,42 | 262 | 6,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46 221 | 19,81 | 2 442 | 20,89 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 84 732 | 6,57 | 4 477 | 7,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 886 951 | 7,20 | 46 867 | 8,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 443 | 8,32 | 288 | 9,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 622 240 | 38,41 | 32 879 | 39,63 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 245 419 | 4,86 | 12 968 | 5,78 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 183 | 32,76 | 274 | 33,82 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24 686 | 8,89 | 1 304 | 9,86 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 254 573 | 2,56 | 171 972 | 3,46 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5 652 | 7,62 | 299 | 8,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 988 | 6,42 | 475 | 7,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 771 006 | 32,55 | 304 940 | 33,72 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 24 070 | 1,89 | 1 272 | 2,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102 635 | 6,22 | 5 423 | 7,15 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 121 511 | 16,07 | 6 421 | 17,09 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41 079 | 11,07 | 2 171 | 12,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146 510 | 27,68 | 7 742 | 28,80 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 13 017 | 688 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 793 | 0,28 | 517 | 1,17 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 177 584 | 0,52 | 62 224 | 1,40 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105 648 | 4,30 | 5 582 | 5,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30 135 | 323,48 | 1 592 | 327,96 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 8 214 | 0,40 | 434 | 1,40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 58 736 | 3 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 556 | 13,79 | 1 298 | 14,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 285 319 | 22,14 | 15 076 | 23,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7 992 | 422 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35 932 | 23,04 | 1 899 | 24,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 113 193 | 52,42 | 5 981 | 53,79 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18 742 | 17,33 | 990 | 18,42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 17 738 | 17,11 | 937 | 18,16 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 54 602 | 3,71 | 2 885 | 4,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 793 061 | 14,26 | 147 585 | 15,26 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 18 987 | 81,00 | 1 001 | 82,33 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 34 272 | 3,19 | 1 811 | 4,81 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63 997 | 46,13 | 3 382 | 47,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 127 | 8,58 | 112 | 9,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 348 323 | 15,24 | 71 245 | 16,25 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 830 626 | 1,18 | 43 890 | 2,07 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 78 946 | 51,38 | 4 153 | 54,18 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 15 029 | 2,64 | 794 | 3,66 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 616 | 11,30 | 508 | 12,39 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58 | 3 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 47 289 | 26,69 | 2 499 | 27,77 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71 936 | 15,12 | 3 801 | 16,13 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 141 667 | 8,33 | 7 486 | 9,29 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3 900 | 183,64 | 206 | 182,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 39 397 | 210,04 | 2 082 | 212,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 563 | 858,90 | 83 | 925,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13 340 | 705 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 21 112 | 31,79 | 1 116 | 32,90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 227 308 | 393,93 | 12 011 | 398,34 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 189 081 | 10,79 | 9 991 | 11,77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 21 158 | 14,29 | 1 118 | 15,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 44 337 | 0,91 | 2 341 | 2,09 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 27 264 | 1,98 | 1 441 | 2,86 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54 177 | 2,55 | 2 863 | 3,43 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 171 634 | 2,61 | 9 069 | 3,52 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 90 140 | 28,72 | 4 754 | 29,58 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 256 373 | 22,92 | 13 547 | 24,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 261 | 23,91 | 542 | 25,17 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14 024 | 741 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 7 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 53 917 | 2 849 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5 878 | 311 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 163 795 | 16,61 | 8 655 | 17,63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12 309 | 85,49 | 649 | 91,45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 505 | 19,13 | 291 | 20,83 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 146 933 | 7,75 | 7 764 | 8,68 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 275 445 | 2,29 | 14 486 | 5,05 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 263 | 16,95 | 120 | 17,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21 293 | 41,92 | 1 125 | 43,31 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26 362 | 0,55 | 1 393 | 1,38 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 17 532 | 127,33 | 926 | 129,78 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 558 069 | 4,54 | 29 488 | 5,45 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 25 007 | 4,33 | 1 321 | 5,26 | ||||
| 2025-07-17 | 13F | KWB Wealth | 138 371 | 7 248 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 13 125 | 3,94 | 694 | 4,84 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 61 959 | 1,94 | 3 274 | 2,83 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 15 936 | 4,76 | 842 | 5,78 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 878 | 311 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 47 047 | 2 486 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 201 653 | 40,24 | 10 655 | 41,48 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 117 262 | 3,19 | 6 196 | 4,10 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13 057 | 6,61 | 690 | 7,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 878 | 205 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 36 271 | 6,15 | 1 917 | 7,10 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 500 161 | 2,69 | 26 428 | 3,59 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 44 913 | 80,55 | 2 373 | 82,26 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 43 110 | 20,00 | 2 278 | 21,05 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 111 508 | 121,38 | 5 892 | 123,35 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55 623 | 8,70 | 2 939 | 9,66 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 659 | 3,05 | 352 | 3,85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 4 450 | 5,75 | 233 | 6,88 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 200 132 | 13,43 | 10 575 | 14,42 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 19 200 | 1 015 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 320 013 | 10,23 | 69 750 | 11,20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 40 453 | 19,80 | 2 128 | 20,31 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 32 211 | 2,20 | 1 702 | 3,15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 50 704 | 43,43 | 2 680 | 44,71 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 79 622 | 3,31 | 4 207 | 4,21 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29 437 | 1 555 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 6 420 | 35,70 | 339 | 37,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 429 323 | 291,06 | 22 685 | 294,52 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 83 | 4 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 12 489 | 6,15 | 660 | 6,98 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 945 | 367 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49 021 | 1,88 | 2 590 | 2,78 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 83 987 | 3,53 | 4 438 | 4,42 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6 293 | 39,41 | 333 | 40,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 909 967 | 84,06 | 48 083 | 85,67 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 13 433 | 50,68 | 707 | 54,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 217 708 | 7,27 | 11 504 | 8,21 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23 170 | 1,45 | 1 224 | 2,34 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 901 | 108,42 | 1 474 | 110,27 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 141 320 | 10,47 | 60 307 | 11,44 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 12 185 | 149,85 | 644 | 152,16 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 24 124 | 11,26 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11 870 | 174,07 | 625 | 175,33 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 85 714 | 6,10 | 4 529 | 7,04 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17 572 | 102,61 | 929 | 104,41 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 34 899 | 26,75 | 1 844 | 27,88 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 67 873 | 15,51 | 3 586 | 16,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10 275 | 538 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 684 | 1,32 | 89 | 1,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 376 252 | 4,61 | 19 881 | 5,54 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 439 262 | 5,70 | 23 211 | 6,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59 756 | 78,89 | 3 158 | 80,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12 619 | 36,14 | 666 | 37,32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 24 | 1 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 689 | 300 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 193 | 121,30 | 961 | 123,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 914 482 | 13,98 | 154 001 | 14,98 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 409 | 285 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 074 | 33,64 | 321 | 34,45 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 127 828 | 5,10 | 6 754 | 6,03 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 34 935 | 36,28 | 1 842 | 37,26 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 29 578 | 22,30 | 1 563 | 26,17 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 85 394 | 9,42 | 4 512 | 10,40 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 80 966 | 5,91 | 4 278 | 6,84 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 40 812 | 10,47 | 2 152 | 11,21 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 149 693 | 15,21 | 7 874 | 15,71 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 52 436 | 2 771 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25 663 | 9,65 | 1 356 | 10,69 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 79 260 | 2,51 | 4 188 | 3,41 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 430 686 | 1,92 | 23 | 0,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 36 199 | 1 913 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 106 568 | 13,15 | 5 631 | 14,15 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 966 | 34,95 | 313 | 36,24 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 320 | 54,59 | 17 | 60,00 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 149 510 | 7 900 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 138 888 | 81,35 | 7 339 | 84,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 901 941 | 7,85 | 47 676 | 8,80 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 294 117 | 7,46 | 15 541 | 8,41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 614 700 | 32,63 | 32 481 | 33,79 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 55 306 | 15,00 | 2 922 | 16,83 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 266 788 | 5,29 | 14 097 | 6,22 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 20 118 | 1 063 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 102 720 | 2,68 | 5 428 | 3,57 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 12 904 | 13,94 | 682 | 14,84 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12 951 | 5,62 | 684 | 6,39 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 120 982 | 12,27 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 28 796 | 1,48 | 1 522 | 2,36 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 486 | 0,63 | 237 | 1,72 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 50 002 | 8,44 | 2 642 | 9,40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 106 | 17,94 | 2 172 | 19,01 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 64 998 | 175,42 | 3 405 | 177,42 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 264 043 | 1,19 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 406 555 | 19,39 | 21 482 | 20,44 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 19 139 | 1 011 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 43 366 | 1,53 | 2 291 | 2,41 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 080 | 268 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22 834 324 | 4,76 | 1 206 566 | 5,68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 340 920 | 4,13 | 18 014 | 5,04 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 17 242 | 894 | ||||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 148 609 | 44,75 | 7 852 | 46,03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 124 713 | 7,05 | 6 590 | 7,98 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 142 557 | 5,57 | 7 533 | 6,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 90 848 | 1 893,59 | 4 800 | 1 916,81 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 8 847 | 124,71 | 467 | 126,70 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 151 667 | 32,91 | 8 014 | 34,08 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 92 693 | 7,81 | 4 889 | 8,55 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22 296 | 113,91 | 1 178 | 116,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 879 | 311 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 184 | 25,68 | 855 | 26,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 182 | 6,27 | 432 | 7,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11 102 | 5,63 | 587 | 8,72 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 269 272 | 5,28 | 14 228 | 6,20 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 636 | 4,12 | 1 091 | 6,97 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4 076 | 215 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 202 389 | 54,29 | 116 374 | 55,65 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 645 | 0,28 | 1 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 100 653 | 1,84 | 5 319 | 2,74 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 23 344 | 15,32 | 1 233 | 16,32 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11 395 | 8,68 | 602 | 9,65 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 60 546 | 5,18 | 3 199 | 6,10 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 50 716 | 2,65 | 2 680 | 3,56 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 54 544 | 88,06 | 2 877 | 91,73 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 35 | 750,00 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 96 567 | 331,72 | 5 105 | 336,61 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 57 941 | 2,38 | 3 062 | 3,27 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 64 139 | 52,15 | 3 389 | 53,49 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 27 266 | 0,22 | 1 441 | 1,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 393 | 469,57 | 21 | 566,67 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 13 271 | 0,03 | 701 | 1,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 484 | 2 401,22 | 977 | 2 468,42 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5 127 | 12,14 | 271 | 12,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509 992 | 32,41 | 26 948 | 33,57 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21 235 | 8,98 | 1 122 | 10,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 68 607 | 17,05 | 3 625 | 18,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 145 | 64,04 | 60 | 66,67 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 596 557 | 2,21 | 31 522 | 3,10 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 388 207 | 33,81 | 20 482 | 34,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 310 424 | 22,92 | 16 403 | 23,99 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 445 | 215,60 | 24 | 228,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 89 839 | 4 747 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 74 227 | 11,26 | 3 922 | 12,25 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 021 563 | 1,33 | 53 979 | 2,22 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 216 001 | 3,27 | 11 413 | 4,18 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 102 377 | 454,83 | 5 410 | 459,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 831 | 5,94 | 255 | 7,14 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 353 | 283 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13 087 | 27,54 | 692 | 28,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 794 244 | 14,63 | 41 968 | 15,64 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 62 586 | 2,06 | 3 307 | 2,96 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 6 182 | 7,53 | 327 | 8,31 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 564 | 10,41 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 10 328 | 15,02 | 546 | 15,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 550 345 | 9,63 | 29 080 | 10,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 48 363 | 0,37 | 2 556 | 1,27 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 100 450 | 13,58 | 5 308 | 14,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 149 509 | 8,52 | 60 740 | 9,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 739 581 | 15,62 | 39 079 | 16,64 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7 188 | 10,19 | 380 | 11,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 256 451 | 24,96 | 119 231 | 26,05 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4 397 | 232 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14 574 | 36,58 | 770 | 37,99 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129 691 | 7,62 | 6 853 | 8,56 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 61 056 | 3,35 | 3 205 | 4,88 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 26 447 | 1 397 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 313 862 | 5,50 | 16 584 | 6,43 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7 583 | 21,66 | 401 | 22,70 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 56 791 | 2,18 | 3 001 | 3,06 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 23 302 | 1 231 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 51 869 | 8,46 | 2 741 | 9,38 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 102 287 | 2,93 | 5 405 | 3,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57 707 | 19,42 | 3 049 | 20,47 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 188 128 | 155,54 | 9 941 | 157,78 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 80 605 | 1,78 | 4 253 | 2,58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 106 698 | 7,95 | 5 638 | 8,89 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 480 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 35 310 | 1,23 | 1 866 | 2,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 026 570 | 15,31 | 107 | 16,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150 539 | 46,10 | 7 955 | 47,41 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 228 517 | 0,98 | 12 075 | 1,86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 689 | 301 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 285 | 20,91 | 279 | 22,37 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45 006 | 5,86 | 2 378 | 6,83 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 046 | 26,53 | 267 | 28,50 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4 248 | 224 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 75 | 1,35 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31 521 | 3,14 | 1 666 | 4,06 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 24 507 | 3,00 | 1 295 | 3,85 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 50 938 | 4,63 | 2 692 | 5,94 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 19 348 | 3,31 | 1 022 | 4,29 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 44 860 | 13,01 | 2 370 | 14,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 24 461 | 893,54 | 1 293 | 909,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 121 424 | 303,89 | 6 423 | 308,26 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17 351 | 5,05 | 917 | 5,90 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17 464 | 13,52 | 923 | 14,53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103 035 | 7,75 | 5 397 | 8,48 |
