Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Global Growth Equity ETF inkluderar Beacon Pointe Advisors, LLC, Presper Financial Architects, LLC, Legacy Capital Wealth Management, Llc, KPP Advisory Services LLC, Summit Wealth Group Llc / Co, Mercer Global Advisors Inc /adv, M Holdings Securities, Inc., Money Concepts Capital Corp, Daymark Wealth Partners, Llc, Security Financial Services, INC., Summit Trail Advisors, Llc, Harmony Asset Management Llc, Summit Global Investments, CIBC World Markets Inc., IHT Wealth Management, LLC, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., Perigon Wealth Management, LLC, Vertex Planning Partners, LLC, och LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 193 | 7,14 | 965 | 20,93 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 946 565 | 23,13 | 30 262 | 38,96 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 42 096 | 75,11 | 1 346 | 97,50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 124 033 | 12,09 | 3 965 | 26,52 | ||||
| 2025-07-16 | 13F | Novem Group | 196 325 | 6 277 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12 359 | 1,27 | 395 | 14,49 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 672 450 | 5,46 | 21 498 | 19,02 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 43 419 | 2,28 | 1 392 | 29,61 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1 739 | 56 | ||||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 451 727 | 6,55 | 14 442 | 20,24 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 223 648 | 3,97 | 7 150 | 17,35 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 102 186 | 19,44 | 3 267 | 34,79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 337 | 330 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 3 | −84,21 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 443 | 206 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 92 918 | 9,93 | 2 971 | 24,06 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 204 931 | 0,15 | 7 | 20,00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 38 648 | 12,31 | 1 236 | 26,80 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 845 | 135,95 | 219 | 165,85 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 173 768 | 10,65 | 3 315 | 34,12 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 36 646 | 22,87 | 1 172 | 38,74 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 168 374 | 5 383 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 211 635 | 1 057,49 | 6 766 | 1 205,98 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 213 252 | 39,88 | 6 818 | 53,05 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 22 732 | 11,53 | 727 | 25,82 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 168 991 | 9,30 | 5 403 | 23,33 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 183 759 | 2,10 | 5 893 | 27,86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 110 014 | 59,56 | 3 517 | 80,08 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7 914 | 0 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18 220 559 | 2,99 | 582 511 | 16,23 | ||||
| 2025-07-17 | 13F | KWB Wealth | 176 010 | 44,82 | 4 986 | 40,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 285 162 | 520,33 | 41 094 | 612,18 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 113 017 | 6,12 | 3 613 | 19,75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 366 646 | 49,78 | 43 692 | 69,02 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 230 900 | 2,79 | 7 382 | 16,01 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 190 | 294 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 16 791 | 10,01 | 542 | 25,23 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 100 | 227 | ||||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 774 169 | 4,84 | 24 774 | 18,42 | ||||
| 2025-08-14 | 13F | Clg Llc | 149 568 | 96,83 | 4 782 | 122,17 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 12 399 | 17,93 | 396 | 33,33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23 057 | 18,51 | 737 | 33,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 741 590 | 4,22 | 87 649 | 17,61 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 254 661 | 28,48 | 8 142 | 44,99 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 142 965 | 4 177 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 395 393 | 2,79 | 44 611 | 15,99 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 903 279 | 0,27 | 28 878 | 13,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 542 214 | 11,96 | 17 335 | 26,35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 24 865 | 2,96 | 795 | 16,08 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 35 746 | 8,12 | 1 143 | 22,01 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 27 179 | 0,15 | 869 | 13,02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 293 | 123,62 | 169 | 152,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 297 309 | 12,02 | 9 505 | 26,40 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 23 505 | 19,35 | 751 | 34,83 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 500 131 | 100,87 | 15 989 | 126,70 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 17 603 | 563 | ||||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 42 253 | 9,09 | 1 351 | 23,06 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 19 006 | 612 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 059 891 | 0,60 | 385 555 | 13,53 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9 748 | 312 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 271 734 | 6,53 | 40 657 | 20,21 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 56 498 | 10,00 | 1 806 | 24,12 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 374 | 236 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 14 620 | 13,10 | 467 | 27,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 82 374 | 10,64 | 2 634 | 24,85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 240 542 | 3,75 | 7 690 | 17,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25 412 | 812 | ||||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1 386 850 | 4,28 | 44 338 | 17,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5 855 934 | 81,92 | 187 214 | 105,29 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 264 | 8 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 188 | 25,33 | 6 | 50,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 69 164 | 0,85 | 2 211 | 13,85 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 20 786 | 4,11 | 665 | 21,83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 171 450 | 26,43 | 37 | 42,31 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 90 618 | 27,72 | 2 897 | 44,20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 023 234 | 29,28 | 32 713 | 45,89 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111 941 | 4,11 | 3 171 | 0,96 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 654 | 4,82 | 245 | 18,45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 638 | 85,64 | 84 | 110,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 615 571 | 5,24 | 19 686 | 18,76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 70 712 | 637,89 | 2 261 | 733,95 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 72 217 | 3,88 | 2 309 | 17,22 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 17 866 | 1,99 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 562 374 | 12,98 | 82 | 26,56 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 85 540 | 14,60 | 2 735 | 29,33 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 67 | 2 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 161 918 | 419,68 | 5 177 | 486,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 230 223 | 6,22 | 7 360 | 19,87 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 74 664 | 10,23 | 2 387 | 24,45 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 264 126 | 107,50 | 8 444 | 134,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 152 596 | 23,43 | 356 548 | 39,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 263 118 | 34,72 | 8 412 | 52,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71 495 | 65,60 | 2 286 | 86,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 33 775 | 7,77 | 1 080 | 21,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 946 022 | 50,04 | 94 771 | 69,83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 51 262 | 2,92 | 1 639 | 16,09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 22 947 | 4,93 | 734 | 18,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 125 | 1 739,72 | 289 | 1 964,29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 002 | 11,72 | 671 | 26,13 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 72 356 | 7,41 | 2 313 | 21,23 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 60 277 | 19,02 | 1 927 | 34,38 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 294 686 | 2,47 | 9 421 | 15,64 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 14 002 | 72,84 | 448 | 95,20 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 35 866 | 21,62 | 1 147 | 37,25 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 71 835 | 38,31 | 2 297 | 56,08 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 330 947 | 6,02 | 10 580 | 19,64 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 593 | 15,35 | 371 | 30,28 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 264 331 | 712,58 | 8 451 | 817,48 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 160 785 | 2,97 | 5 134 | 16,05 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 31 146 | 42,78 | 996 | 61,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 365 979 | 11,07 | 139 464 | 25,21 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 150 026 | 5 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 17 890 | 130,10 | 572 | 159,55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 117 | 172,29 | 132 | 211,90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 222 513 | 2,40 | 7 114 | 15,55 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 805 | 377 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 210 325 | 181,04 | 6 724 | 217,17 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11 472 | 0 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 19 898 | 16,34 | 636 | 31,40 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 89 515 | 11,03 | 2 862 | 24,83 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 280 030 | 4,86 | 8 953 | 18,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 868 346 | 8,34 | 27 761 | 22,26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 203 798 | 12,97 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 231 127 | 7 389 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 457 085 | 2,51 | 14 613 | 15,69 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 107 700 | 1,10 | 3 443 | 14,12 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 100 069 | 50,22 | 3 199 | 69,53 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 906 | 221 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 142 | 13,35 | 228 | 27,53 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 915 875 | 15,17 | 29 281 | 29,97 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 38 922 | 9,26 | 1 244 | 23,29 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 285 432 | 2,70 | 9 125 | 15,89 | ||||
| 2025-07-16 | 13F | American National Bank | 630 | 20 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 71 473 | 6,76 | 2 285 | 20,46 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 80 200 | 2 564 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 39 243 | 5,23 | 1 255 | 18,75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 31 002 | 3,31 | 992 | 16,59 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 175 | 6 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 552 929 | 8,94 | 17 677 | 22,94 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 52 198 | 16,28 | 1 669 | 31,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33 295 | 23,00 | 1 064 | 38,90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32 299 | 264,71 | 1 033 | 312,80 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 43 945 | 1,28 | 1 405 | 14,24 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 121 164 | 41,77 | 3 874 | 59,98 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 226 189 | 0,03 | 7 231 | 12,90 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8 078 | 258 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 248 985 | 19,39 | 7 960 | 34,73 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 29 625 | 5,75 | 947 | 19,42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 47 471 | 0,21 | 1 518 | 13,12 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 184 | 30,11 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 864 | 3,12 | 315 | 16,24 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 682 | 214 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 12 064 | 46,62 | 386 | 65,24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 161 598 | 15,93 | 5 199 | 31,23 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 949 | 10,87 | 734 | 25,09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 151 548 | 108,41 | 4 845 | 135,15 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 97 887 | 317,84 | 3 128 | 391,82 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 354 | 11 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 140 661 | 25,07 | 228 287 | 41,14 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 22 597 | 0,00 | 722 | 12,81 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 614 | 1 016,36 | 20 | −17,39 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 071 | 54,92 | 833 | 75,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 285 289 | 19,67 | 73 061 | 35,04 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 82 947 | 423,16 | 2 652 | 490,42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21 954 | 4,30 | 702 | 17,62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68 935 | 10,49 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 354 | 1 882,07 | 587 | 2 153,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 623 | 42,67 | 244 | 55,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 753 304 | 7,65 | 88 | 22,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 202 279 | 68,42 | 6 | 100,00 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 19 192 | 4,11 | 614 | 17,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 115 511 | 14,80 | 3 272 | 11,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 013 064 | 3,30 | 160 | 16,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 272 105 | 13,76 | 8 699 | 28,38 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 6 906 | 221 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 19 348 | 1,44 | 619 | 14,44 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 168 127 | 3,68 | 5 375 | 19,68 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 222 791 | 5,78 | 7 123 | 19,38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 79 622 | 10,43 | 2 546 | 24,63 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 25 156 | 6,94 | 804 | 20,72 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 103 836 | 3 320 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 717 645 | 19,86 | 22 943 | 35,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 180 782 | 4,56 | 5 910 | 20,35 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 57 355 | 183,53 | 1 834 | 219,90 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 139 552 | 6,05 | 4 461 | 19,66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18 880 | 12,39 | 604 | 26,95 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 207 103 | 4,48 | 7 | 20,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 185 607 | 16,04 | 5 934 | 30,94 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 905 | 317 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 56 364 | 1 802 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 290 351 | 9,19 | 9 283 | 23,22 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 794 813 | 18,95 | 25 410 | 34,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 498 646 | 2,44 | 239 732 | 15,60 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 505 | 203,43 | 48 | 242,86 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 286 | 3,17 | 105 | 16,67 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 500 | 22,22 | 176 | 37,80 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10 762 | 344 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 382 478 | 70,92 | 12 228 | 92,89 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 790 | 5,48 | 281 | 19,07 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 71 803 | 21,37 | 2 317 | 38,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 747 | 280 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16 791 | 537 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 153 948 | 8,64 | 4 922 | 22,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 760 763 | 0,13 | 344 022 | 13,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10 156 | 1,72 | 328 | 15,96 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 48 471 | 0,31 | 1 550 | 13,23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 22 470 | 16,66 | 718 | 31,74 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 43 657 | 1 396 | ||||||
| 2025-08-08 | 13F | Creative Planning | 38 732 | 2,02 | 1 238 | 15,16 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 190 | 6 |
