Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF inkluderar Income Research & Management, Metropolitan Life Insurance Co/ny, TBFC - The Brinsmere Fund - Conservative ETF, NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF, TBFG - The Brinsmere Fund - Growth ETF, Strong Tower Advisory Services, Courier Capital Llc, Acorn Wealth Advisors, LLC, Leo Wealth, LLC, 17 Capital Partners, Llc, TrueWealth Financial Partners, Brookwood Investment Group LLC, Wsfs Capital Management, Llc, Financial Network Wealth Management LLC, Asset Dedication, LLC, Evolution Wealth Management Inc., Creekmur Asset Management LLC, Traub Capital Management LLC, och Smallwood Wealth Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 109 019 | 11,50 | 7 441 | 13,57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 66 521 | 2,00 | 4 626 | 0,72 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3 536 | 246 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 252 | 6 855,56 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31 037 | 11,14 | 2 158 | 9,77 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 8 370 | 0,89 | 582 | −0,34 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 9 301 | 3,98 | 647 | 2,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 589 | 0,50 | 319 | −0,62 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 644 | 315,48 | 45 | 340,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 968 | 206 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64 155 | 6,97 | 4 461 | 5,64 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 8 377 | 7,94 | 583 | 6,59 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 46 773 | 9,30 | 3 253 | 7,93 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 139 587 | 2,34 | 9 707 | 1,05 | ||||
| 2025-08-27 | NP | PGFEX - PGIM Enhanced Retirement Spending Fund Class R6 | 3 318 | 8,29 | 231 | 6,98 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 84 747 | 1,43 | 5 839 | −0,14 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76 299 | 2,29 | 5 306 | 1,01 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 363 108 | 0,04 | 25 251 | −1,21 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5 528 | 3,25 | 384 | 1,86 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 657 | 23,38 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 120 068 | 30,10 | 8 350 | 28,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 517 | 16,17 | 731 | 14,76 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 088 676 | 3,16 | 75 707 | 1,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 955 | 52,22 | 623 | 50,24 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 8 077 | 5,44 | 562 | 4,08 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 118 158 | 786,07 | 8 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 911 555 | 2,33 | 63 390 | −3,12 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6 068 | 39,94 | 422 | 38,03 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 13 554 | 1,81 | 943 | 0,53 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 10 724 | 6,12 | 752 | 6,21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92 682 | 9,62 | 6 483 | 9,57 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 099 | 28,39 | 76 | 28,81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 415 | 4,33 | 863 | 2,98 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 87 609 | 5,29 | 6 092 | 3,98 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 632 | 253 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 914 | 272 | ||||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 111 270 | 7 738 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 574 | 13,10 | 735 | 11,70 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 58 494 | 3,62 | 4 068 | 2,31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 249 | 1,22 | 17 | 0,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 580 | 7,61 | 40 | 8,11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15 655 | 4,87 | 1 089 | 7,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 385 | 744,04 | 374 | 750,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 195 623 | 3,54 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153 411 | 7,76 | 10 668 | 6,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29 809 | 8,13 | 2 073 | 6,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 463 | 6,82 | 658 | 5,62 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 58 685 | 6,27 | 4 081 | 4,94 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 2 402 802 | 0,93 | 167 091 | −0,34 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 210 460 | 14 635 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 66 030 | 0,29 | 4 650 | 2,56 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 7 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 756 | 31,93 | 261 | 30,50 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 190 | 2,80 | 222 | 1,38 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 279 916 | 21,16 | 19 465 | 19,65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 26 416 | 2 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5 005 | 0,77 | 348 | −0,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 174 874 | 3,49 | 12 161 | 2,19 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 27 769 | 3,94 | 1 931 | 2,66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 051 576 | 5,82 | 698 987 | 4,49 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 485 | 348,07 | 1 494 | 343,32 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 905 | 550 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14 608 | 16,62 | 1 006 | 14,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4 200 | 292 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17 200 | 89,16 | 1 199 | 87,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 278 | 19 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 65 770 | 14,41 | 4 574 | 12,72 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 216 | 224 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 742 706 | 51 648 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 831 | 1,71 | 58 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 460 990 | 0,93 | 32 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 125 | 0,38 | 1 747 | −0,85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 279 | 1,04 | 298 | −0,34 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 20 989 | 11,47 | 1 460 | 10,11 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 931 254 | 734,61 | 64 759 | 724,22 | ||||
| 2025-08-27 | NP | PGFCX - PGIM Conservative Retirement Spending Fund Class R6 | 2 702 | 4,81 | 188 | 3,31 | ||||
| 2025-08-27 | NP | PGFMX - PGIM Moderate Retirement Spending Fund Class R6 | 4 704 | 5,38 | 327 | 4,14 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7 185 | 1,18 | 500 | −0,20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | 3 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 218 564 | 6,80 | 15 199 | 5,46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 383 | 3,80 | 722 | 2,56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23 056 | 130,01 | 2 | |||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 4 055 | 0,75 | 282 | −0,71 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 599 208 | 41 669 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5 610 | 14,58 | 389 | 16,47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 302 | 7,09 | 21 | 10,53 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 4 426 | 4,76 | 308 | 3,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 967 | 16,41 | 1 249 | 15,01 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 434 | 14,35 | 378 | 12,87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 33 315 | 203,69 | 2 317 | 200,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 065 | 4,05 | 909 | 2,71 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 34 578 | 2,21 | 2 405 | 0,92 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 262 | 4,34 | 575 | 3,05 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 840 | 4,42 | 337 | 3,07 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 443 228 | 0,22 | 30 822 | −1,03 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26 178 | 0,89 | 1 820 | −0,38 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 113 834 | 7 916 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 3 357 | 233 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 | 127,78 | 3 | 100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 74 | 117,65 | 5 | 150,00 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 10 017 | 6,86 | 693 | 8,29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 039 | 1,84 | 211 | 0,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 838 604 | 36,35 | 58 317 | 34,64 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 990 | 90,38 | 69 | 88,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41 588 | 30,25 | 2 892 | 28,65 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 2 402 802 | 0,93 | 167 091 | −0,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 56 916 | 141,33 | 3 958 | 138,37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 586 | 53,98 | 110 | 52,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 65 179 | 28,82 | 4 533 | 27,20 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 411 | 33,97 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28 862 | 2 | ||||||
| 2025-07-17 | 13F | Income Research & Management | 720 997 | 50 138 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 16 676 | 1 160 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 719 | 6,57 | 0 | |||||
| 2025-08-14 | 13F | Bank of Marin | 13 385 | 931 | ||||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 128 657 | 21,47 | 8 947 | 19,95 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 6 226 | 8,20 | 433 | 6,67 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7 148 | 6,48 | 497 | 5,30 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 48 494 | 10,27 | 3 372 | 8,91 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 166 | 2,55 | 81 | 1,25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 58 105 | 18,08 | 4 004 | 16,26 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 89 660 | 10,21 | 6 235 | 8,83 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 21 780 | 46,43 | 1 506 | 49,11 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 185 096 | 9,42 | 12 872 | 8,05 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4 743 | 330 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 17 385 | 0,80 | 1 209 | −0,49 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 158 021 | 30,36 | 10 989 | 28,74 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 191 | 13 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 132 608 | 78,64 | 9 | 80,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 44 146 | 3,80 | 3 070 | 2,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 71 051 | 9,50 | 4 941 | 8,12 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 22 036 | 2,01 | 1 532 | 0,72 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8 | 14,29 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 141 | 14,06 | 630 | 11,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 609 056 | 10,72 | 42 388 | 9,34 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8 828 | 7,93 | 614 | 6,61 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9 104 | 29,56 | 633 | 28,14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 157 | 3,97 | 11 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 515 | 44,37 | 592 | 43,69 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 12 408 | 863 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 28 695 | 3,62 | 1 995 | 2,31 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 3 526 | 0,97 | 241 | −2,04 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 224 | 16 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 593 | 11,14 | 250 | 9,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 805 | 10,26 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20 492 | 3,15 | 1 425 | 1,93 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22 282 | 1 549 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17 431 | 5,91 | 1 212 | 4,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 204 647 | 20,87 | 14 411 | 24,39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 206 497 | 5,51 | 14 360 | 4,19 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 45 100 | 3 136 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 424 610 | 29 527 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 40 952 | 18,86 | 2 848 | 17,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 399 | 10,47 | 1 836 | 9,10 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 46 948 | 3 265 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 151 | 3,41 | 567 | 1,98 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 499 611 | 76,51 | 34 743 | 74,30 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 8 569 | 1,18 | 596 | −0,17 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 132 612 | 47,10 | 9 222 | 45,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 681 | 256 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12 | 1 | ||||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 11 065 | 6,75 | 769 | 5,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 042 272 | 2,13 | 72 479 | 0,86 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 65 195 | 10,16 | 4 438 | 6,48 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 324 294 | 23 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 421 | 29 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16 600 | 151,52 | 1 154 | 148,71 | |||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 22 977 | 0,57 | 1 598 | −0,68 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 21 538 | 1 497 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 4 328 | 0,67 | 301 | 2,04 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74 397 | 15,44 | 5 101 | 14,45 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 135 081 | 1,74 | 9 121 | 2,02 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 37 427 | 14,95 | 2 603 | 18,38 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16 158 | 39,91 | 1 124 | 38,13 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 872 | 46,91 | 617 | 44,94 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 37 388 | 3,57 | 2 600 | 2,24 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 6 440 | 2,47 | 448 | 1,13 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 68 888 | 6,89 | 4 790 | 5,55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 3 600,00 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 61 999 | 2,76 | 4 311 | 1,48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 39 | 3 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 18 | 157,14 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 112 | 77 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 157 | 220 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 785 | 0 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 000 | 209 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 122 333 | 2,23 | 9 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 48 940 | 2,77 | 3 403 | 1,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 675 652 | 34,08 | 255 605 | 32,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 388 | 26,62 | 166 | 25,76 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8 452 | 6,13 | 595 | 9,38 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 477 | 66,07 | 381 | 63,79 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 765 | 331 | ||||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 122 371 | 8 313 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21 074 | 32,18 | 1 465 | 30,57 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15 830 | 1 101 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 94 273 | 1,93 | 6 556 | 0,66 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5 015 | 349 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 471 | 33 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 96 568 | 5,23 | 6 715 | 3,92 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 971 | 0,94 | 693 | −0,29 |
