Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Core Equity ETF inkluderar Beacon Pointe Advisors, LLC, Virtu Financial LLC, Apollon Wealth Management, LLC, Ergawealth Advisors, Inc., Evergreen Wealth Solutions, LLC, M Holdings Securities, Inc., Jacobi Capital Management LLC, Security Financial Services, INC., Summit Wealth Group Llc / Co, Tribridge Partners Financial LLC, Capital Investment Advisory Services, LLC, MSH Capital Advisors LLC, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., RiverFront Investment Group, LLC, Wellington Capital Management, Inc., NavPoint Financial, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, West Michigan Advisors, Llc, och Leigh Baldwin & Co., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 122 226 | 16,87 | 4 514 | 29,20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42 666 | 55,62 | 1 576 | 72,13 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 159 403 | 2,44 | 5 887 | 13,26 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 10 064 | 0,80 | 372 | 11,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 447 626 | 61,67 | 53 461 | 78,75 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 750 208 | 7,23 | 27 705 | 18,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 633 | 26,68 | 356 | 40,32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 34 249 | 0,76 | 1 265 | 11,37 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 222 851 | 6,36 | 8 230 | 17,81 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 70 874 | 0,92 | 2 617 | 11,60 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 103 409 | 12,72 | 3 819 | 24,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 264 366 | 12,73 | 9 763 | 24,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 199 797 | 4,19 | 44 309 | 15,21 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51 326 | 12,55 | 1 895 | 24,43 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 795 | 325 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 15 170 | 11,14 | 560 | 23,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 137 696 | 6,52 | 115 875 | 17,78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 267 142 | 21,87 | 9 866 | 28,70 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 60 558 | 0,32 | 2 236 | 10,91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 116 048 | 4 286 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 185 471 | 8,14 | 6 849 | 19,57 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 412 415 | 2,88 | 162 951 | 13,75 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15 678 | 1,79 | 579 | 12,45 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16 282 | 15,42 | 601 | 27,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 580 783 | 3,77 | 21 | 16,67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 21 458 | 3,79 | 792 | 14,78 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 456 595 | 21,38 | 16 888 | 34,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 380 451 | 10,51 | 14 050 | 22,18 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 19 620 | 21,48 | 725 | 34,32 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15 933 | 67,10 | 588 | 84,91 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12 343 | 0,64 | 457 | 11,46 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 33 013 | 16,41 | 1 219 | 28,72 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 337 | 0,24 | 456 | 11,25 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15 876 | 5,65 | 586 | 16,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 253 557 | 28,59 | 9 364 | 42,19 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 389 756 | 7,57 | 14 589 | 20,55 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 194 938 | 24,09 | 7 199 | 37,23 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 788 011 | 20,79 | 29 101 | 33,56 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 40 581 | 6,66 | 1 499 | 17,95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 267 169 | 44,00 | 9 867 | 59,23 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10 729 | 2,43 | 396 | 13,47 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 470 078 | 27,42 | 17 360 | 40,89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28 329 | 9,33 | 1 046 | 20,92 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 31 269 | 1,29 | 1 155 | 11,93 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1 790 | 66 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 415 | 1,92 | 495 | 12,76 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 978 124 | 3,03 | 36 122 | 13,92 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15 691 | 45,95 | 579 | 61,28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 240 929 | 3,34 | 8 425 | 8,19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 118 786 | 6,79 | 4 387 | 18,06 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 48 669 | 2,89 | 1 797 | 13,81 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11 182 | 57,54 | 413 | 73,84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 15 579 | 3,60 | 575 | 14,54 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 647 391 | 8,65 | 23 908 | 20,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 099 | 19,46 | 78 | 32,76 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 57 850 | 14,38 | 2 136 | 26,47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37 230 | 7,37 | 1 375 | 17,04 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12 396 | 458 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 154 988 | 8,29 | 42 654 | 19,74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 294 083 | 0,36 | 10 860 | 10,96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 216 | 33,51 | 636 | 47,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 52 568 | 23,63 | 1 941 | 36,69 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 121 874 | 11,30 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48 184 | 21,05 | 1 779 | 33,86 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 272 601 | 7,81 | 10 067 | 19,21 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12 409 | 458 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10 185 | 376 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 826 699 | 25,59 | 178 250 | 38,86 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18 388 | 0,01 | 679 | 10,59 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2 234 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 26 870 | 2,19 | 992 | 16,16 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 692 | 5,49 | 26 | 19,05 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 64 850 | 7,64 | 2 429 | 34,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 548 695 | 23,63 | 20 | 42,86 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 828 484 | 6,90 | 67 526 | 18,20 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 26 742 | 7,68 | 988 | 27,03 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 24 482 | 18,67 | 904 | 31,20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 338 685 | 33,84 | 49 438 | 47,98 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49 265 | 40,30 | 1 819 | 55,20 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 2 332 | 149,41 | 86 | 177,42 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 886 | 166,73 | 0 | |||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 7 201 | 1 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 119 540 | 11,21 | 4 415 | 22,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 557 | 21 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5 503 | 203 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 32 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 073 | 149,12 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 493 713 | 10,01 | 92 | 22,67 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17 338 | 5,93 | 1 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2 329 | 0,60 | 86 | 11,69 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 127 590 | 15,88 | 4 712 | 28,33 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 297 | 11 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 138 737 | 162,43 | 5 124 | 190,25 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 108 032 | 17,24 | 3 990 | 29,64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 076 | 40 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 142 452 | 28,06 | 5 261 | 41,59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 849 562 | 109,73 | 31 374 | 131,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 898 | 513 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 180 809 | 5,32 | 6 677 | 16,45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 505 | 14,91 | 93 | 27,78 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 50 430 | 15,42 | 1 862 | 27,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 186 883 | 9,10 | 597 782 | 20,63 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 145 839 | 9,85 | 5 386 | 23,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 92 317 | 130,67 | 3 409 | 155,16 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16 725 | 0,24 | 618 | 10,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 845 225 | 46,01 | 141 660 | 61,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 668 346 | 8,63 | 209 332 | 20,11 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 981 | 258 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160 000 | 11,61 | 5 909 | 23,39 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 148 | 799,51 | 337 | 891,18 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50 455 | 9,14 | 1 863 | 20,66 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22 791 | 57,26 | 842 | 73,76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 232 010 | 13,50 | 8 568 | 25,50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 806 | 61,95 | 1 027 | 79,06 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 78 156 | 1,61 | 2 886 | 12,34 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 13 068 | 1,59 | 483 | 12,35 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 41 906 | 0,50 | 1 570 | 22,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 54 362 | 36,33 | 2 008 | 43,97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140 501 | 1 807,17 | 5 189 | 2 008,94 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27 026 | 97,24 | 998 | 118,38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 188 | 0,17 | 44 | 10,26 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 932 782 | 5,85 | 34 448 | 17,03 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 382 889 | 18,86 | 14 140 | 31,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 757 275 | 16,42 | 64 400 | 27,72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 23 406 | 154,16 | 864 | 181,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25 000 | 163,60 | 923 | 192,09 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 85 417 | 11,49 | 3 154 | 23,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 115 | 197,33 | 41 | 241,67 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 27 697 | 97,88 | 1 023 | 118,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 283 714 | 10 478 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18 392 | 58,39 | 679 | 75,45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 34 302 | 59,51 | 1 267 | 76,32 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 21 256 | 10,75 | 785 | 22,31 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 108 747 | 4 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24 292 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 26 662 | 124,54 | 985 | 148,48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54 239 | 2 003 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 35 996 | 0,98 | 1 329 | 11,68 | ||||
| 2025-08-14 | 13F | Acas, Llc | 5 212 | 201 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 174 544 | 7,28 | 43 376 | 18,62 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 99 445 | 0,91 | 3 672 | 11,58 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264 597 | 4,74 | 9 772 | 15,81 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 32 360 | 9,89 | 1 195 | 21,57 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9 736 | 360 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 39 152 | 35,15 | 1 446 | 49,43 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 805 | 0,28 | 67 | 10,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 387 686 | 0,96 | 14 317 | 11,62 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 56 857 | 9,95 | 2 100 | 21,54 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 28 975 | 1 070 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 55 855 | 4,59 | 2 063 | 15,65 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18 424 | 2,24 | 1 | |||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 5 839 | 216 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 53 631 | 12,99 | 1 981 | 24,92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 13 900 | 513 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 31 211 | 0,12 | 1 153 | 10,66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31 539 | 15,06 | 1 165 | 27,21 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43 182 | 7,65 | 1 595 | 19,04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 35 575 | 125,34 | 1 314 | 149,15 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 109 461 | 11,10 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5 560 | 205 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 402 564 | 6,79 | 14 867 | 18,08 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 14 293 | 4,66 | 528 | 15,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 139 386 | 19,10 | 5 148 | 31,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 412 211 | 0,48 | 15 223 | 11,09 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 979 | 0,03 | 332 | 10,70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 374 | 10,59 | 346 | 22,26 | ||||
| 2025-08-07 | 13F | PFG Advisors | 109 197 | 0,51 | 4 033 | 11,14 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 13 999 | 6,88 | 517 | 18,08 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 156 | 2,77 | 301 | 13,58 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 17 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 33 275 | 0,01 | 1 229 | 10,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12 200 | 3,66 | 451 | 14,50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 136 665 | 20,14 | 5 | 66,67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 18 139 | 7,41 | 670 | 18,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 465 996 | 50,48 | 17 209 | 66,40 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 169 565 | 16,63 | 6 247 | 29,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 008 826 | 14,95 | 184 976 | 27,09 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 356 | 24,02 | 235 | 36,84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 318 | 12 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 139 941 | 1,08 | 5 168 | 11,79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 124 932 | 26,97 | 4 647 | 50,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 327 349 | 13,62 | 381 389 | 25,63 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12 802 | 90,59 | 473 | 110,71 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 93 425 | 63,57 | 3 450 | 80,91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 557 | 4,90 | 21 | 17,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21 275 | 89,53 | 786 | 109,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 411 239 | 1,99 | 15 187 | 12,77 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 44 621 | 16,67 | 1 648 | 28,97 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 88 604 | 37,07 | 3 272 | 51,55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 032 309 | 11,03 | 112 | 21,98 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 68 256 | 0,02 | 2 521 | 10,57 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 33 719 | 4,57 | 1 245 | 15,71 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9 736 | 360 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 403 211 | 12,99 | 13 467 | 7,92 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 852 157 | 6,14 | 31 470 | 17,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44 258 | 10,81 | 1 634 | 22,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 415 953 | 7,31 | 126 | 18,87 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 175 829 | 8,03 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 34 142 | 1 261 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 55 598 | 3,02 | 2 053 | 13,93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 86 113 | 40,12 | 3 180 | 54,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29 374 | 51,30 | 1 085 | 67,28 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 42 441 | 1 567 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37 341 | 11,06 | 1 379 | 22,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 847 182 | 14,85 | 31 286 | 26,99 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 11 135 | 0,25 | 411 | 11,08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 690 | 210 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 030 | 223 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 138 283 | 16,96 | 5 | 66,67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 193 476 | 32,32 | 7 449 | 55,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 21 081 | 82,96 | 779 | 102,60 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 314 621 | 7,21 | 11 619 | 18,54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12 975 | 11,35 | 496 | 27,25 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 9 484 | 23,09 | 350 | 36,19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6 818 | 0,40 | 252 | 11,06 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 38 786 | 12,97 | 1 432 | 31,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 965 | 6,53 | 146 | 17,74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186 633 | 8,83 | 6 892 | 20,34 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 22 796 | 24,98 | 842 | 38,10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 443 816 | 2,12 | 16 390 | 12,91 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14 937 | 68,17 | 552 | 86,15 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 15 936 | 14,24 | 589 | 26,45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 52 778 | 16,65 | 1 950 | 29,05 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 105 721 | 34,58 | 3 915 | 48,82 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7 487 | 276 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19 286 | 712 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 663 | 26,67 | 874 | 40,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 865 009 | 8,81 | 142 735 | 20,31 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 12 065 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 936 | 404 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11 835 | 2,03 | 438 | 12,89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 115 626 | 23,42 | 4 270 | 36,47 | ||||
| 2025-08-08 | 13F | Creative Planning | 25 191 | 0,43 | 930 | 11,11 |
