Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund inkluderar Heirloom Wealth Management, Exchange Traded Concepts, Llc, Crestmont Private Wealth LLC, Creekmur Asset Management LLC, Morris Retirement Advisors, LLC, 21 West Wealth Management LLC, Slagle Financial, LLC, Congress Wealth Management LLC / DE /, TT Capital Management LLC, Summit Wealth Group Llc / Co, SlateStone Wealth, LLC, Consilium Wealth Advisory, LLC, Legacy Advisory Services, LLC, Milestones Private Investment Advisors LLC, NWF Advisory Services Inc., Nicolet Bankshares Inc, Thrive Wealth Management, LLC, Harmony Asset Management Llc, Schubert & Co, och Summit Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 86 900 | 1,03 | 8 010 | 2,12 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 702 | 18,18 | 526 | 17,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 204 | 280,00 | 203 | 283,02 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 113 366 | 4,70 | 10 450 | 4,37 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2 742 | 0,15 | 253 | −0,40 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 266 536 | 3,88 | 24 569 | 3,55 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 11 598 | 4,68 | 1 069 | 4,39 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 2 950 | 1,30 | 272 | 0,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 490 381 | 9,43 | 45 203 | 9,09 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 102 777 | 122,06 | 9 426 | 120,26 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 349 | 0,29 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 86 701 | 2,19 | 7 992 | 1,87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 329 244 | 4,72 | 122 530 | 4,39 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 14 251 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 554 | 18,54 | 143 | 18,18 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 020 | 5,18 | 1 016 | 4,86 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 885 438 | 81 620 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 944 125 | 8,20 | 87 029 | 7,86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | −35,34 | ||||||
| 2025-07-10 | 13F | Security National Bank | 1 013 | 93 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 508 | 0,20 | 47 | 0,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 132 737 | 0,33 | 12 236 | 0,02 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 729 | 9,16 | 252 | 8,66 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 2 559 | 3,27 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 98 606 | 9 090 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181 184 | 9,07 | 17 | 6,67 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 352 973 | 19,67 | 32 202 | 18,06 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 632 | 37,78 | 1 533 | 37,37 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 17 838 | 319,82 | 1 644 | 319,39 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 137 | 12,78 | 934 | 15,02 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 705 | 31,72 | 1 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 136 235 | 1,09 | 12 558 | 0,78 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 33 357 | 0,82 | 3 075 | 0,49 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 516 | 4,25 | 1 154 | 3,87 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 219 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 082 266 | 7,42 | 99 763 | 7,08 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 133 748 | 8,07 | 12 329 | 5,30 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 381 | 19 628,57 | 127 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 215 452 | 19 860 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 365 | 24,55 | 955 | 24,19 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 32 616 | 3 007 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 400 | 0,04 | 221 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 33 664 | 3,73 | 3 103 | 3,43 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 64 770 | 0,70 | 5 947 | −0,49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 48 254 | 1,15 | 4 448 | 0,84 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 56 253 | 30,95 | 5 185 | 30,54 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 18 467 | 1 679 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 315 | 2,66 | 213 | 2,40 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 844 | 0,95 | 354 | 0,57 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10 843 | 19,64 | 1 000 | 19,21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 468 | 5,52 | 688 | 5,20 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 34 444 | 68,59 | 3 175 | 68,08 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 33 969 | 3,02 | 3 131 | 2,69 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 12 496 | 15,30 | 1 152 | 14,87 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 116 992 | 19,20 | 10 784 | 18,82 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 5 354 | 74,85 | 494 | 74,20 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 252 | 23 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 7 329 | 7,45 | 676 | 7,14 | ||||
| 2025-09-03 | 13F | American Trust | 6 832 | 630 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 81 | 7 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 44 950 | 241,18 | 4 143 | 240,15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 20 485 | 73,78 | 1 888 | 73,21 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 557 | 1,11 | 420 | 0,96 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 843 | 412,88 | 1 645 | 412,15 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 105 | 471 | ||||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 144 791 | 13,14 | 13 177 | 10,83 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 222 363 | 3 299,53 | 20 335 | 3 266,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 344 | 33,68 | 861 | 33,28 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 821 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3 189 | 46,49 | 294 | 45,77 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 30 876 | 2 846 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5 948 | 24,75 | 548 | 24,55 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 101 588 | 34,49 | 9 364 | 34,08 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 46 709 | 2,88 | 4 306 | 2,55 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 225 243 | 2,26 | 20 763 | 1,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 165 571 | 1,69 | 15 262 | 1,37 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 5 679 | 2,60 | 523 | 2,35 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7 167 | 10,28 | 660 | 9,82 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 6 004 | 8,81 | 553 | 8,43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 309 | 489 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 641 509 | 5,01 | 59 134 | 4,68 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 16 320 | 8,92 | 1 504 | 8,59 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 6 071 | 560 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 694 | 4,83 | 64 | 3,28 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 14 486 | 6,78 | 1 333 | 6,30 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 53 741 | 24,07 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 244 854 | 84,75 | 22 571 | 84,17 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 551 | 11,71 | 419 | 11,44 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 42 962 | 1,31 | 3 960 | 0,99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 605 | 0,44 | 148 | 0,00 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 41 366 | 4,49 | 3 813 | 4,18 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 113 | 195 | ||||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 59 986 | 10,13 | 5 530 | 9,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 663 | 220,64 | 614 | 219,79 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 979 | 275 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 45 993 | 14,02 | 4 240 | 13,65 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 13 553 | 1,37 | 1 249 | 1,05 | ||||
| 2025-07-29 | 13F | Schubert & Co | 3 025 | 279 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 5 090 | 81,79 | 469 | 81,78 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 7 400 | 111,43 | 682 | 111,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 957 | 14,27 | 457 | 13,72 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 905 | 4,31 | 1 282 | 3,98 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 67 661 | 2,56 | 6 237 | 2,23 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 42 817 | 4,98 | 3 947 | 4,64 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 100 228 | 68,74 | 9 239 | 68,21 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 208 921 | 1,90 | 19 258 | 1,58 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 768 | 1,26 | 163 | 0,62 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14 424 | 26,22 | 1 330 | 25,85 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14 269 | 2,71 | 1 315 | 2,41 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 022 | 279 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 114 524 | 4,30 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25 410 | 0,56 | 2 342 | 0,26 | ||||
| 2025-07-16 | 13F | Novem Group | 203 918 | 6,49 | 18 797 | 6,16 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 238 710 | 48,36 | 22 004 | 47,90 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 443 | 0,39 | 501 | −0,20 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 26 128 | 1,31 | 2 409 | 1,01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 138 | 10 831,91 | 474 | 11 725,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 200 | 295 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 376 | 42,00 | 1 049 | 41,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68 164 | 2 043,52 | 6 283 | 2 037,07 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 10 717 | 1,87 | 988 | 1,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 209 | 12,84 | 849 | 12,47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 67 275 | 25,01 | 6 201 | 24,62 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 19 141 | 131,56 | 2 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 16 125 | 1 486 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 27 758 | 14,76 | 2 559 | 14,40 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 674 | 2 367 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 237 | 22,05 | 1 773 | 21,86 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 732 | 13,03 | 252 | 12,56 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 676 | 67,33 | 523 | 67,09 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 50 794 | 11,04 | 4 682 | 10,71 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 19 075 | 41,42 | 1 749 | 40,48 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 18 011 | 22,41 | 1 660 | 24,72 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 53 964 | 3,30 | 4 974 | 2,98 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2 852 | 1,31 | 263 | 0,77 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 7 885 | 124,39 | 1 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 104 772 | 2,51 | 9 658 | 2,19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 24 321 | 138,60 | 2 | |||||
| 2025-07-15 | 13F | Maseco Llp | 648 | 60 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 58 114 | 2,30 | 5 357 | 1,96 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 53 364 | 15,47 | 4 919 | 15,12 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 107 834 | 17,59 | 9 940 | 17,23 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 886 349 | 6,69 | 81 704 | 6,35 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 60 500 | 3,24 | 5 577 | 2,90 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 11 169 | 8,90 | 1 033 | 8,86 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 358 | 52,99 | 33 | 57,14 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 3 082 | 6,02 | 284 | 5,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 190 | 0,87 | 478 | 0,63 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 100 672 | 2,83 | 9 280 | 2,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 076 626 | 14,81 | 191 423 | 14,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 101 210 | 2,09 | 9 330 | 1,78 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 374 586 | 19,11 | 34 529 | 18,74 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 25 494 | 30,83 | 2 350 | 30,48 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 581 | 0,04 | 238 | −0,42 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 375 | 219 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 259 919 | 24,74 | 23 754 | 24,33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 100 554 | 0,07 | 9 269 | −0,24 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 314 | 305 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 147 953 | 3,67 | 13 638 | 3,35 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 78 716 | 1,04 | 7 256 | 0,74 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 029 | 371 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 317 898 | 20,89 | 29 304 | 20,51 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 380 | 219 | ||||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 180 153 | 16 607 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 94 872 | 2,51 | 8 745 | 2,20 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 29 579 | 2 727 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 602 | 55 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 90 865 | 8 376 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 200 | 18 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 678 188 | 7,43 | 62 515 | 7,09 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 392 | 142,56 | 497 | 142,44 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 523 | 10,62 | 693 | 10,35 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 544 | 235 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 227 149 | 20 939 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 531 018 | 4,40 | 48 949 | 4,07 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 16 | 0 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 66 | 6 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 268 467 | 1,59 | 24 747 | 1,27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 11 835 | 2,22 | 1 091 | 1,87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 114 183 | 3,35 | 10 525 | 3,02 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 382 | 52,22 | 1 418 | 51,71 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 442 263 | 40 768 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 13 282 | 1,17 | 1 224 | 3,12 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4 178 | 20,68 | 385 | 20,31 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 136 700 | 0,52 | 12 601 | 0,21 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 127 065 | 3,81 | 12 | 0,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 128 598 | 5,47 | 11 854 | 5,14 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 8 919 | 1,58 | 803 | 0,50 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 93 437 | 16,32 | 8 613 | 15,94 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 970 | 5,57 | 550 | 5,36 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 54 562 | 20,16 | 5 030 | 19,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 89 654 | 147,58 | 8 264 | 146,83 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 97 409 | 11,35 | 8 979 | 11,00 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 66 265 | 0,84 | 6 108 | 0,53 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 35 965 | 8,51 | 3 315 | 8,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 970 | 56,86 | 5 323 | 55,98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 494 961 | 38,16 | 45 626 | 37,73 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4 063 | 375 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 052 | 47,89 | 927 | 47,45 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 568 | 8,81 | 52 | 8,33 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 35 021 | 3 228 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 411 426 | 38,40 | 37 926 | 37,96 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 230 | −0,43 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 370 457 | 5,03 | 34 149 | 4,70 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 609 | 7,22 | 56 | 7,69 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6 993 | 26,57 | 645 | 26,27 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 219 571 | 17,13 | 20 240 | 16,76 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 62 538 | 19,77 | 6 | 25,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 5 485 | 55,87 | 506 | 55,38 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 7 975 | 735 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 26 | 2 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 173 | 7,80 | 3 703 | 7,49 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 2 615 | 241 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 374 | 39,03 | 34 | 41,67 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 4 929 | 8,83 | 454 | 8,61 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13 646 | 105,08 | 1 262 | 107,06 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 814 | 6,57 | 997 | 6,18 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 5 483 | 505 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 717 084 | 1,94 | 158 294 | 1,62 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 126 626 | 4,89 | 11 673 | 4,55 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 3 110 | 287 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 817 675 | 26,60 | 75 373 | 26,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 444 | 7,76 | 225 | 7,66 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 15 629 | 2,31 | 1 441 | 1,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 249 712 | 2,75 | 23 018 | 2,43 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 18 900 | 1,72 | 1 742 | 1,40 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 36 | 2,86 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25 431 | 43,95 | 2 344 | 43,54 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 11 610 | 6,42 | 1 070 | 6,15 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 12 867 | 3,94 | 1 186 | 3,67 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 47 306 | 5,30 | 4 361 | 4,96 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 202 000 | 20,96 | 18 620 | 20,59 | ||||
| 2025-08-14 | 13F | Acas, Llc | 2 194 | 203 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 59 663 | 7,77 | 5 500 | 7,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 399 | 221 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 63 678 | 38,63 | 5 870 | 41,32 |
