Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Dividend Value ETF inkluderar Park National Corp /oh/, Capital Advantage, Inc., Regimen Wealth, Llc, Delta Investment Management, LLC, Silvia Mccoll Wealth Management, Llc, Bouvel Investment Partners, LLC, FreeGulliver LLC, Pallas Capital Advisors LLC, Quantum Financial Planning Services, Inc., Tribridge Partners Financial LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Bulwark Capital Corp, Kovitz Investment Group Partners, LLC, Divergent Planning, LLC, Herold Advisors, Inc., Focus Financial Network, Inc., Natixis Advisors, L.p., Beacon Pointe Advisors, LLC, DMKC Advisory Services, LLC, och Summit Wealth Group Llc / Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 269 954 | 10 660 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 643 338 | 7,45 | 25 405 | 19,05 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 19 961 | 0,69 | 788 | 11,61 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 29 073 | 1 148 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 38 489 | 2,65 | 1 566 | 20,02 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 63 756 | 10,88 | 2 518 | 22,84 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 325 059 | 21,01 | 13 194 | 37,08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 884 253 | 7,36 | 271 859 | 18,96 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 35 119 | 74,06 | 1 440 | 104,55 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 98 333 | 23,67 | 3 883 | 37,06 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 256 792 | 6,89 | 10 141 | 18,43 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 15 829 | 6 083,20 | 1 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 218 252 | 3,64 | 8 619 | 14,83 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 27 958 | 29,14 | 1 104 | 43,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 862 641 | 60,79 | 34 066 | 78,16 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 181 062 | 12,60 | 7 150 | 24,78 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9 746 | 385 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 974 | 297,81 | 473 | 341,12 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 38 287 | 2,45 | 1 512 | 13,52 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 9 645 | 13,98 | 381 | 26,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 517 846 | 11,71 | 454 840 | 23,78 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 8 679 595 | 5,56 | 342 757 | 16,97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 97 845 | 711,99 | 3 864 | 800,47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 747 | 29 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 197 689 | 139,14 | 7 807 | 164,97 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 321 347 | 118,20 | 13 | 140,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 54 231 | 5,70 | 2 142 | 17,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 440 012 | 18,52 | 57 034 | 32,31 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28 321 | 12,57 | 1 118 | 24,78 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9 698 | 0,30 | 383 | 11,05 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 31 806 | 28,18 | 1 256 | 42,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 358 | 4,25 | 567 | 15,51 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 983 194 | 2,05 | 38 826 | 13,61 | ||||
| 2025-08-14 | 13F | Clg Llc | 256 744 | 193,15 | 10 139 | 224,83 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 396 577 | 0,20 | 16 053 | 13,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 400 065 | 53,56 | 15 798 | 70,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24 241 | 129,97 | 957 | 155,20 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 25 480 | 1,77 | 1 006 | 12,78 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 381 882 | 0,85 | 15 081 | 11,75 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7 509 | 2,19 | 297 | 12,98 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 24 921 | 984 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 889 | 11,66 | 2 562 | 23,71 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 128 | 42,22 | 5 | 66,67 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 77 077 | 1,59 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8 279 | 0,66 | 327 | 11,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 415 270 | 9,83 | 16 399 | 21,70 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 119 322 | 30,27 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 756 871 | 101,63 | 29 889 | 123,41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 85 041 | 118,52 | 3 358 | 142,28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 15 810 | 0,22 | 624 | 11,03 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 33 456 | 45,54 | 1 321 | 61,29 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11 906 | 470 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 427 919 | 16 899 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 089 | 11,85 | 477 | 23,90 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 247 459 | 5,44 | 9 772 | 16,83 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 30 098 | 1 189 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 439 158 | 16,11 | 17 342 | 27,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 651 638 | 2,00 | 66 363 | 15,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 150 813 | 11,69 | 5 956 | 23,75 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447 743 | 2,46 | 18 | −99,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 939 344 | 73,07 | 76 585 | 91,77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16 102 | 104,39 | 636 | 126,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 20 209 | 42,21 | 798 | 57,71 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9 196 | 363 | ||||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 14 321 | 566 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 520 | 21,02 | 297 | 33,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30 436 | 229,97 | 1 202 | 265,05 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24 193 | 955 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 19 676 | 4,68 | 777 | 15,99 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 48 100 | 5,03 | 1 933 | 32,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 266 355 | 2,35 | 10 518 | 13,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 334 502 | 17,21 | 92 | 31,43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111 640 | 3,19 | 3 979 | 4,30 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 784 | 0,38 | 31 | 11,11 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 169 992 | 21,09 | 46 203 | 34,17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 530 527 | 269,34 | 20 951 | 309,26 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 319 425 | 91,53 | 12 614 | 252 180,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 31 541 | 20,83 | 1 246 | 33,87 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 82 745 | 26,84 | 3 268 | 40,52 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 20 346 | 29,42 | 803 | 43,39 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 188 067 | 11,58 | 7 | 20,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 381 298 | 15 057 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 218 694 | 7,55 | 8 636 | 19,17 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 9 942 | 1 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 223 224 | 1,55 | 8 815 | 12,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 785 215 | 15,58 | 228 | 28,09 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5 199 | 205 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 4 501 | 17,80 | 178 | 30,15 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 7 000 | 276 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 34 886 | 2 109,37 | 1 378 | 2 358,93 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 12 423 | 491 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 106 857 | 63,64 | 4 220 | 81,31 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 170 | 7 | ||||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 95 457 | 10,90 | 3 770 | 23,70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 545 634 | 91,99 | 21 547 | 112,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 330 582 | 106,64 | 52 545 | 128,97 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14 797 | 0,18 | 604 | 21,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42 860 196 | 45,53 | 1 692 549 | 61,25 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 32 690 | 10,35 | 1 291 | 22,27 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 630 | 864,61 | 421 | 976,92 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 613 404 | 12,15 | 24 223 | 24,27 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 63 633 | 20,95 | 2 513 | 33,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 21 719 | 56,74 | 858 | 73,83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 565 462 | 1 198,09 | 22 330 | 1 338,79 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 39 950 | 1,20 | 1 578 | 12,16 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 2 784 | 0,07 | 110 | 10,10 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 686 813 | 9,71 | 27 122 | 21,56 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 156 010 | 2,68 | 6 161 | 13,76 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 80 825 | 27,47 | 3 248 | 56,03 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 333 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 981 | 6,80 | 473 | 18,55 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 5 290 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 22 270 | 22,69 | 879 | 36,07 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 33 576 | 11,39 | 1 326 | 23,37 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 153 756 | 34,86 | 6 072 | 49,42 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 351 837 | 179,62 | 13 902 | 209,90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 111 193 | 5,87 | 4 391 | 17,31 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 17 842 | 1,75 | 705 | 12,82 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 16 545 | 58,45 | 653 | 75,54 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77 242 | 14,13 | 3 050 | 26,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 206 484 | 1 993,95 | 8 154 | 2 223,08 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 29 027 | 59,62 | 1 146 | 73,11 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8 288 | 327 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 254 317 | 10 043 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 8 822 | 0,14 | 348 | 11,18 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 110 044 | 10,59 | 4 346 | 22,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 235 225 | 9 354,38 | 9 289 | 10 455,68 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 36 652 | 12,87 | 1 447 | 25,06 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 219 | 206 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10 450 | 413 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2 150 | 795,83 | 84 | 950,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 5 306 | 210 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 114 223 | 4 511 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 141 686 | 75,34 | 5 595 | 94,34 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 37 038 | 12,49 | 1 463 | 24,64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 26 080 | 31,72 | 1 030 | 45,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 253 873 | 12,49 | 10 025 | 24,64 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 163 663 | 6 463 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 877 731 | 5,64 | 34 662 | 17,05 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 222 549 | 8,04 | 8 788 | 19,71 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 21 231 | 48,79 | 838 | 64,96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 638 | 24,91 | 183 | 38,64 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 42 633 | 1,17 | 1 684 | 12,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 12 435 | 0,69 | 491 | 11,59 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 380 357 | 15 020 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 17 507 | 691 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 559 204 | 13,13 | 22 083 | 25,35 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 902 | 1,15 | 391 | 12,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 28 502 | 1,89 | 1 126 | 12,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51 135 | 3,85 | 2 019 | 15,11 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5 409 | 214 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 71 442 | 3,51 | 2 821 | 14,72 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 6 888 | 8,46 | 272 | 19,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 138 047 | 7,19 | 5 445 | 19,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95 966 | 63,32 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 244 142 | 4,51 | 9 641 | 15,81 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 74 695 | 2 959 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 91 228 | 4,73 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 53 958 | 1,12 | 2 131 | 12,05 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 175 150 | 6,78 | 6 917 | 18,30 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 182 982 | 94,19 | 7 226 | 115,16 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5 150 | 101,96 | 203 | 125,56 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 103 417 | 3,60 | 4 084 | 14,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 251 185 | 64,55 | 9 919 | 82,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 179 947 | 23,09 | 520 476 | 36,38 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 50 846 | 6,28 | 2 008 | 17,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 50 183 | 2 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 188 | 6,06 | 363 | 17,53 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58 224 | 38,12 | 2 299 | 53,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 141 063 | 10,89 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 10 112 | 0,31 | 399 | 11,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 797 777 | 0,20 | 31 504 | 11,02 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58 180 | 2 298 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 120 055 | 17,13 | 4 753 | 30,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 864 666 | 6,21 | 390 | 17,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70 356 | 14,43 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 568 141 | 4,33 | 22 436 | 15,60 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 125 618 | 9,49 | 4 961 | 21,30 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5 270 920 | 3,53 | 208 149 | 20,78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 96 869 | 1,01 | 3 825 | 11,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 97 038 | 47,31 | 3 832 | 63,27 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 273 091 | 2,22 | 10 784 | 13,27 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 11 449 | 12,52 | 452 | 27,32 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 345 | 291 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 396 664 | 5,78 | 15 664 | 17,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30 935 | 54,36 | 1 222 | 71,01 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 269 121 | 7,17 | 10 628 | 18,74 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26 028 | 40,95 | 1 028 | 56,08 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 5 434 | 215 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 296 914 | 1,70 | 130 195 | 12,68 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 431 | 4,33 | 96 | 15,66 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 58 217 | 8,76 | 2 299 | 20,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123 821 | 8,25 | 4 890 | 19,95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 68 327 | 26,02 | 2 698 | 39,65 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 63 797 | 140,73 | 2 519 | 169,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16 080 | 1,66 | 635 | 12,61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9 076 | 23,45 | 358 | 36,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 229 373 | 106,26 | 9 058 | 128,54 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 984 | 78 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 219 370 | 7,66 | 8 663 | 19,28 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 367 | 5,73 | 568 | 17,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55 985 | 0,41 | 2 211 | 11,22 | ||||
| 2025-07-16 | 13F | Novem Group | 169 094 | 12,09 | 6 678 | 24,20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 482 130 | 2,35 | 19 039 | 13,41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 21 997 | 59,23 | 869 | 76,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 387 880 | 2,59 | 94 297 | 13,67 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 161 037 | 1,26 | 6 359 | 12,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 298 904 | 31,24 | 11 804 | 45,41 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 443 987 | 17,03 | 17 533 | 29,68 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 298 484 | 53,08 | 11 787 | 69,62 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46 341 | 12,19 | 1 830 | 24,32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 041 | 318 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 881 541 | 48,03 | 113 792 | 64,02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22 753 | 19,71 | 899 | 32,64 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 14 | 1 200,00 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 12 452 | 6,55 | 492 | 18,03 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 120 179 | 0,68 | 4 746 | 11,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 464 | 1 479 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 44 779 | 1 774 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 95 347 | 7,45 | 3 765 | 19,07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 272 431 | 19,83 | 10 758 | 34,21 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 86 994 | 120,30 | 3 435 | 144,14 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 5 854 | 231 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 9 984 | 1,57 | 405 | 15,71 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 518 164 | 20 462 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17 565 | 8,57 | 694 | 20,31 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 105 632 | 4 171 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86 405 | 14,50 | 3 412 | 26,89 | ||||
| 2025-07-17 | 13F | KWB Wealth | 200 054 | 58,24 | 7 130 | 59,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 63 540 | 603,34 | 2 509 | 679,19 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 14 279 | 14,78 | 564 | 27,09 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 33 054 | 48,80 | 1 305 | 64,98 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 48 808 | 3,77 | 1 927 | 14,98 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 600 | 595,65 | 0 | |||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 502 516 | 761,74 | 19 844 | 854,96 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 12 128 | 25,90 | 479 | 39,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15 821 | 18,25 | 627 | 30,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 029 430 | 21,90 | 198 612 | 35,07 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 130 169 | 149,35 | 5 140 | 176,34 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 25 464 | 12,39 | 1 006 | 24,54 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 813 532 | 8,75 | 32 126 | 20,49 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 225 272 | 0,26 | 8 896 | 11,09 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 479 521 | 140,68 | 18 936 | 166,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 91 283 | 3,08 | 3 219 | 1,96 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 12 501 | 17,40 | 494 | 30,08 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 641 829 | 2,31 | 25 346 | 13,36 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 8 615 | 13,64 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 103 312 | 2,80 | 4 080 | 13,91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5 201 | 205 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 60 025 | 4,65 | 2 370 | 15,95 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5 772 | 228 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 419 | 40,23 | 96 | 55,74 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11 030 | 96,16 | 436 | 117,50 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 135 098 | 39,23 | 5 335 | 54,28 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 5 662 | 0,16 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 54 895 | 278,72 | 2 168 | 319,96 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 593 030 | 125,64 | 23 419 | 150,03 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 20 656 | 27,00 | 816 | 40,76 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 229 848 | 10,81 | 9 077 | 22,78 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 734 | 226 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 29 260 | 1 158 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19 353 624 | 11,52 | 764 275 | 23,57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 139 | 203 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5 307 | 210 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 83 680 | 97,85 | 3 305 | 119,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 219 475 | 6,49 | 8 667 | 18,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 993 | 237 | ||||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 815 272 | 1,04 | 832 106 | −3,94 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 482 775 | 6,61 | 19 065 | 18,12 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 30 203 | 1 228 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 941 590 | 3,81 | 37 183 | 15,02 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 655 383 | 0,59 | 25 881 | 11,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 850 016 | 17,10 | 467 957 | 29,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 197 514 | 0,31 | 47 290 | 11,15 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 74 645 | 3,93 | 2 948 | 15,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 382 873 | 6,85 | 15 629 | 22,38 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 123 862 | 21,24 | 4 891 | 34,33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2 571 | 102 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 68 164 | 10,32 | 2 692 | 22,21 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 126 191 | 38,85 | 4 983 | 53,84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 009 | 57,11 | 24 879 | 74,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 047 176 | 5,34 | 41 354 | 16,72 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 34 | 1 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 4 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 343 | 180,60 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10 900 | 6,42 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 832 | 14,76 | 33 | 39,13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 75 | 1,35 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 365 335 | 22,11 | 14 427 | 35,31 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 26 908 | 21,46 | 1 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5 162 | 204 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 75 782 | 7,07 | 2 993 | 18,64 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48 436 | 645,74 | 1 913 | 727,71 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25 883 | 6,16 | 1 022 | 17,74 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 861 670 | 3,42 | 34 027 | 14,59 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 190 069 | 6,64 | 7 506 | 18,15 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 1 033 003 | 24,68 | 40 793 | 38,15 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 89 010 | 48,93 | 3 515 | 64,98 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21 885 | 47,70 | 864 | 81,51 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 10,98 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 113 000 | 5,44 | 43 952 | 16,83 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37 354 | 0,01 | 1 475 | 10,82 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7 093 | 0,01 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 413 | 23,01 | 372 | 36,40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 636 005 | 18,12 | 25 116 | 30,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 737 966 | 27,83 | 29 142 | 41,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 646 393 | 42,74 | 222 694 | 58,72 | ||||
| 2025-07-29 | 13F | Creekside Partners | 7 794 | 24,56 | 308 | 38,29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 209 408 | 22,84 | 8 270 | 39,40 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 351 | 211 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 299 302 | 24,64 | 11 819 | 38,10 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 153 | 203 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66 130 | 69,00 | 2 611 | 87,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 126 439 | 61,45 | 4 993 | 78,90 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 211 779 | 2,61 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15 348 105 | 34,79 | 606 097 | 49,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24 811 | 1 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 1 298 522 | 7,42 | 51 279 | 19,03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 74 138 | 85,45 | 2 928 | 105,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 86 284 | 30,93 | 3 407 | 45,10 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 45 822 | 6,78 | 1 810 | 18,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 706 769 | 15,76 | 264 300 | 27,99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12 390 | 49,28 | 489 | 65,76 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 10 740 | 424 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 190 710 | 108,15 | 7 531 | 130,63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 24 011 | 139,58 | 948 | 165,55 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 94 693 | 3 739 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 195 566 | 10,70 | 7 723 | 22,65 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 608 | 419 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 86 255 | 34,57 | 3 406 | 49,12 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 180 | 0 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14 125 | 557 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 344 269 | 17,95 | 171 555 | 30,69 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 51 166 | 1,31 | 2 021 | 12,28 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36 137 | 260,58 | 1 427 | 299,72 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73 076 | 2,01 | 2 886 | 13,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 52 573 | 2,29 | 2 076 | 13,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 916 258 | 21,68 | 36 183 | 34,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 228 000 | 9 004 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 11 620 | 54,32 | 459 | 70,90 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 968 586 | 2,43 | 77 739 | 13,50 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 072 946 | 5,90 | 42 401 | 17,35 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 39 868 | 15,23 | 1 598 | 29,52 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 23 718 | 9,21 | 937 | 20,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 392 614 | 6,11 | 15 504 | 17,58 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26 494 | 9,43 | 1 065 | 23,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 307 246 | 128,09 | 12 133 | 152,77 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 501 329 | 30,10 | 19 797 | 44,16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 9 837 | 36,02 | 388 | 50,97 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 522 | 26,83 | 60 | 42,86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 489 545 | 5,86 | 19 332 | 17,86 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 250 | 9,16 | 326 | 20,82 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 993 | 355 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 15 380 | 56,70 | 607 | 73,93 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13 192 | 521 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 49 395 | 110,74 | 1 951 | 133,53 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 736 | 29 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 278 | 11 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 299 430 | 48,18 | 12 001 | 77,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 720 692 | 9,95 | 660 300 | 21,83 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 670 | 16,27 | 5 950 | 28,82 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10 625 | 21,40 | 420 | 39,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 151 | 85 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 749 909 | 13,92 | 29 614 | 26,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 500 964 | 12,46 | 178 | 24,65 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 976 | 4,35 | 354 | 15,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 28 981 | 20,54 | 1 144 | 33,64 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 17 559 | 3,10 | 693 | 14,36 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 24 333 | 12,91 | 961 | 25,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 881 | 23,60 | 311 | 37,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 16 440 | 0,53 | 586 | 1,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31 604 | 1 248 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 12 632 | 3,32 | 499 | 14,48 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69 566 | 2 747 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 658 288 | 6,03 | 23 461 | 7,17 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 13 330 | 66,62 | 526 | 84,56 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 236 410 | 16,33 | 9 336 | 28,90 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 101 343 | 5,70 | 4 002 | 17,12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 414 150 | 204,48 | 16 633 | 243,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 172 718 | 1,32 | 46 311 | 12,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 281 682 | 110,47 | 11 124 | 132,50 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 005 | 4 790,24 | 79 | 7 800,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5 269 | 208 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 423 179 | 11,69 | 135 182 | 23,76 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 58 217 | 2 299 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 258 222 | 18,53 | 10 197 | 31,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 194 888 | 10,07 | 8 041 | 30,77 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 39 991 | 2 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 285 215 | 5,03 | 11 711 | 22,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 89 969 | 256,51 | 3 553 | 295,11 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 900 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 26 993 | 23,32 | 1 066 | 36,54 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 861 124 | 34 006 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 340 960 | 0,14 | 13 464 | 10,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 690 263 | 49,46 | 67 | 65,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 8 869 | 18,52 | 350 | 31,58 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 82 984 | 21,83 | 3 288 | 35,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 328 061 | 10,82 | 605 305 | 22,79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 930 | 62,67 | 432 | 80,33 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 53 608 | 22,83 | 2 117 | 36,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18 685 | 738 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 191 | 8 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 176 540 | 6 972 | ||||||
| 2025-08-08 | 13F | Creative Planning | 33 817 | 12,46 | 1 335 | 24,65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22 233 | 5,75 | 878 | 17,09 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 110 113 | 4 |
