Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core Dividend Growth ETF inkluderar Kingstone Capital Partners Texas, LLC, ASB Consultores, LLC, Vantage Financial Partners, LLC, Tradewinds, LLC., Midwest Trust Co, Vise Technologies, Inc., Glenmede Investment Management, LP, Providence First Trust Co, Darden Wealth Group Inc, Montag & Caldwell, Llc, Quantinno Capital Management LP, Cornerstone Wealth Group, LLC, CAPROCK Group, Inc., Safeguard Investment Advisory Group, LLC, ONE Advisory Partners, LLC, SCS Capital Management LLC, Squarepoint Ops LLC, Sig Brokerage, Lp, Arista Wealth Management, LLC, och Tactive Advisors, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 855 | 246 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 115 012 | 30,70 | 7 354 | 42,17 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 12 800 | 62,03 | 814 | 68,53 | |||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 117 330 | 8,39 | 7 502 | 12,19 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 38 484 | 35,42 | 2 461 | 40,17 | ||||
| 2025-07-18 | 13F | Vicus Capital | 303 652 | 5,37 | 19 416 | 9,05 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 7 216 | 0,36 | 446 | 0,91 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 302 | 17,93 | 211 | 21,97 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 6 445 | 2,96 | 412 | 6,74 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 238 943 | 19,17 | 15 278 | 23,33 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 886 | 57 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 4 954 | 26,18 | 317 | 30,58 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 10 771 | 689 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 445 | 28 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145 | 5,07 | 9 | 12,50 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 152 | 202 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6 519 | 0,35 | 417 | 3,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 421 536 | 4,29 | 410 593 | 7,93 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 14 243 | 4,82 | 911 | 8,46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 55 749 | 8,83 | 3 565 | 12,64 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 493 | 223 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 392 | 25 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 74 621 | 0,52 | 4 771 | 4,03 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 69 474 | 14,59 | 4 442 | 18,61 | ||||
| 2025-07-22 | 13F | Legacy Trust | 14 992 | 26,07 | 959 | 30,52 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3 528 | 226 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 195 200 | 1,42 | 12 481 | 4,97 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 4 200 | 269 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 14 631 | 178,95 | 935 | 188,58 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 18 007 | 162,26 | 1 151 | 188,47 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 591 822 | 86 423,68 | 38 356 | 91 221,43 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 977 | 0,10 | 62 | 3,33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178 271 | 4,07 | 11 399 | 11,96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 864 | 13,52 | 119 | 17,82 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8 846 | 0,12 | 546 | 0,92 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 103 877 | 1,33 | 6 641 | 4,86 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 453 | 29 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 81 511 | 1,38 | 5 212 | 4,91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 503 | 0,04 | 608 | 3,58 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 241 521 | 30,12 | 15 443 | 42,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 394 186 | 26,66 | 470 426 | 31,78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 709 | 38,71 | 813 | 43,46 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 80 934 | 12,77 | 5 175 | 16,72 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 105 157 | 6 724 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 534 983 | 25,94 | 290 | 30,18 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 52 056 | 1,15 | 3 371 | 6,04 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4 147 | 16,26 | 266 | 22,12 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 51 385 | 25,25 | 3 295 | 32,12 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 12 110 | 0,03 | 774 | 3,61 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 000 | 512 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 20 728 | 2,00 | 1 281 | 2,89 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 41 | 3 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 373 | 56,72 | 24 | 64,29 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 13 706 | 0,15 | 876 | 3,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 071 | 0,92 | 644 | 4,38 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 503 | 32 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 780 | 0,52 | 50 | 4,26 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 050 | 323 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44 522 | 0,78 | 2 848 | 4,32 | ||||
| 2025-08-01 | 13F | First National Trust Co | 18 691 | 11,33 | 1 195 | 15,24 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21 176 | 30,37 | 1 354 | 34,90 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 3 571 | 0,53 | 228 | 4,11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 231 335 | 1,53 | 14 792 | 5,09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 269 | 1,59 | 401 | 4,99 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 3 202 | 205 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 75 347 | 25,88 | 4 818 | 30,33 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 423 | 1 114 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 665 437 | 0,81 | 42 548 | 4,33 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 4 158 | 266 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 24 121 | 3,81 | 1 542 | 7,46 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 14 796 | 4,25 | 946 | 7,99 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 13 500 | 863 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 35 664 | 0,80 | 2 280 | 4,35 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 4 981 | 22,20 | 318 | 26,69 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 706 | 0,52 | 173 | 4,22 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 130 437 | 15,16 | 8 431 | 20,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 619 763 | 10,81 | 39 628 | 14,68 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 4 008 | 2,48 | 260 | 7,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 348 063 | 169,10 | 22 | 214,29 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 21 894 | 0,50 | 1 400 | 4,01 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 16 749 | 1,49 | 1 071 | 5,00 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7 304 | 0,23 | 467 | 3,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 123 721 | 5,41 | 7 643 | 6,17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 528 | 290 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 258 921 | 11,02 | 144 435 | 14,90 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118 356 | 21,40 | 7 568 | 25,66 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40 815 | 15,12 | 2 610 | 19,13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 886 | 11,90 | 4 277 | 15,82 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 206 586 | 1,23 | 13 209 | 4,77 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 68 095 | 1,46 | 4 354 | 4,99 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5 768 | 369 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 607 648 | 12,17 | 1 125 833 | 16,09 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 101 380 | 16,91 | 6 | 20,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 278 | 67,68 | 401 | 73,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 309 700 | 19 802 | |||||
| 2025-08-13 | 13F | Diametric Capital, LP | 9 064 | 580 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 119 493 | 21,27 | 7 640 | 25,51 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 616 732 | 0,77 | 39 434 | 4,29 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 454 | 35,10 | 1 000 | 50,15 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 889 | 209,76 | 57 | 229,41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 165 160 | 0,85 | 10 560 | 4,38 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 194 602 | 26,61 | 12 443 | 31,04 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7 291 | 466 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 288 233 | 30,60 | 274 190 | 35,17 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 271 | 0,21 | 337 | 4,01 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 706 | 6,11 | 1 452 | 9,76 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 11 145 | 2,69 | 713 | 6,27 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 16 508 | 162,49 | 1 056 | 171,91 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 41 095 | 21,26 | 2 628 | 25,51 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 11 654 | 125,24 | 745 | 133,54 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3 223 | 206 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 195 249 | 3,52 | 12 484 | 7,14 | ||||
| 2025-07-23 | 13F | Matisse Capital | 115 133 | 0,06 | 7 362 | 3,56 | ||||
| 2025-08-07 | 13F | Nwam Llc | 24 758 | 145,86 | 1 615 | 159,65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 13 359 | 1,76 | 856 | 5,68 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 5 088 | 325 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6 864 | 9,82 | 439 | 13,47 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 244 963 | 28,91 | 15 668 | 33,44 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 26 316 | 1 683 | ||||||
| 2025-06-26 | NP | BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 1 913 324 | 41,27 | 115 067 | 33,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 235 100 | 8 659,57 | 78 972 | 8 966,82 | |||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 282 | 18 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 401 | 5,32 | 1 752 | 8,96 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 70 772 | 0,03 | 4 525 | 3,52 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 214 308 | 8,57 | 13 703 | 12,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 315 372 | 11,40 | 148 045 | 15,29 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 34 127 | 1,96 | 2 182 | 5,56 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 28 858 | 2,20 | 1 809 | 4,45 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 020 | 10,57 | 1 024 | 14,41 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37 006 | 4,87 | 2 366 | 8,53 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 165 | 5,12 | 650 | 8,71 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 25 323 | 7,37 | 1 619 | 11,12 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 084 | 453 | ||||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 12 184 | 3,80 | 779 | 7,45 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 5 624 | 69,96 | 360 | 75,98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 115 100 | 48,94 | 7 359 | 54,15 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 7 137 | 0,01 | 456 | 3,64 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8 099 | 18,58 | 518 | 22,80 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11 180 | 188,52 | 717 | 222,52 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9 821 | 7,15 | 628 | 10,78 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 62 670 | 12,78 | 4 007 | 16,75 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 282 145 | 7,29 | 18 040 | 11,04 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 18 821 | 5,46 | 1 203 | 9,17 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 8 030 | 513 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 70 348 | 4 498 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 142 482 | 5,28 | 9 110 | 8,97 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 78 568 | 22,22 | 5 024 | 26,49 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 200 | 16,83 | 332 | 21,17 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 4 257 | 272 | ||||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 9 892 | 1,58 | 633 | 11,27 | ||||
| 2025-08-07 | 13F | Gouws Capital LLC | 27 850 | 0,07 | 1 781 | 3,55 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 80 000 | 100,00 | 5 | 150,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 403 000 | 61,61 | 26 | 66,67 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 62 143 | 11,19 | 3 973 | 15,09 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 15 654 | 85,72 | 1 001 | 92,31 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 519 | 306,35 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 8 316 | 7,90 | 532 | 11,55 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 12 261 | 1,66 | 784 | 5,10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 136 | 648 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 17 582 | 23,21 | 1 124 | 27,58 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 22 304 | 0,19 | 1 426 | 3,71 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 18 804 | 14,57 | 1 202 | 18,66 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 261 003 | 3,51 | 16 689 | 7,13 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3 153 | 221,08 | 202 | 235,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 241 517 | 5,63 | 15 443 | 9,32 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 173 725 | 1,09 | 11 108 | 4,62 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 47 785 | 10,90 | 3 055 | 14,76 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 235 459 | 2,08 | 15 055 | 5,65 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 962 | 256 | ||||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 6 961 | 0,13 | 445 | 3,73 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 311 278 | 191,22 | 19 903 | 201,42 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 38 643 | 10,72 | 2 540 | 17,33 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 524 832 | 1,15 | 97 498 | 4,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 370 607 | 1,62 | 23 697 | 5,17 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 55 538 | 6,16 | 3 551 | 10,66 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 63 | 4 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 217 | 127,48 | 78 | 133,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 83 689 | 8,32 | 5 351 | 12,11 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 3 257 | 208 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 33 462 | 8,22 | 2 129 | 12,59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 132 452 | 11,31 | 8 469 | 15,20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 59 422 | 1 089,15 | 3 799 | 1 133,44 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 48 322 | 6,00 | 3 090 | 9,69 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24 528 | 1 568 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 176 | 4,62 | 0 | |||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7 906 | 95,89 | 505 | 102,81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 32 835 | 13,08 | 2 099 | 17,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 165 826 | 1,74 | 10 603 | 5,29 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 628 | 0,05 | 624 | 7,97 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15 105 | 11,54 | 966 | 15,43 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 28 469 | 39,09 | 1 820 | 43,99 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 52 783 | 0,51 | 3 375 | 4,01 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 54 708 | 7,45 | 3 498 | 11,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 411 | 0,49 | 26 | 4,00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 15 750 | 2,51 | 1 007 | 6,11 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 36 720 | 46,62 | 2 348 | 51,71 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 369 817 | 3,75 | 24 | 4,55 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 3 893 | 0,05 | 249 | 3,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 152 183 | 1,88 | 9 731 | 5,44 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 28 907 | 48,14 | 1 848 | 53,36 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 44 872 | 0,65 | 2 869 | 4,18 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 39 329 | 7,33 | 2 515 | 11,09 | ||||
| 2025-08-08 | 13F | Creative Planning | 402 701 | 7,83 | 25 749 | 11,59 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 12 067 | 4,93 | 772 | 9,36 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 200 | 396 | ||||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 211 386 | 0,89 | 77 456 | 4,42 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9 854 | 4,72 | 630 | 8,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 535 976 | 42,37 | 865 424 | 47,34 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 18 016 | 40,41 | 1 152 | 45,33 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 25 622 | 0,37 | 1 638 | 3,87 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 598 | 5,35 | 614 | 9,07 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 4 386 | 57,77 | 280 | 63,74 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 40 522 | 115,28 | 2 591 | 129,20 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 10 122 | 1,35 | 647 | 5,03 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 215 993 | 1,13 | 13 811 | 4,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 214 699 | 6,43 | 77 668 | 10,15 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 212 | 14 | ||||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 7 133 | 456 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 101 139 | 3,13 | 6 467 | 6,73 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 100 024 | 4,43 | 6 396 | 8,08 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 15 | 1 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 341 452 | 2,06 | 21 095 | 2,79 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 16 671 | 0,06 | 1 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 90 761 | 108,49 | 5 803 | 115,81 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 670 | 3,66 | 107 | 7,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 000 | 512 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 143 024 | 3,87 | 9 248 | 9,37 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 550 803 | 3,87 | 35 | 9,38 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 512 290 | 2,91 | 32 756 | 6,51 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 14 033 | 6,71 | 915 | 21,68 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 877 | 17,72 | 316 | 26,91 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 360 344 | 1,39 | 22 925 | 4,41 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 103 768 | 8,97 | 6 635 | 7,52 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 6 333 | 1,60 | 405 | 4,94 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 52 894 | 2,08 | 3 382 | 5,65 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 93 | 6 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 7 409 | 8,76 | 481 | 14,29 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 302 | 196,08 | 19 | 216,67 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 61 693 | 1 593,00 | 3 945 | 1 652,89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 119 762 | 2,36 | 7 658 | 5,94 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 237 137 | 1,54 | 15 163 | 5,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 215 253 | 50,81 | 13 763 | 57,20 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 74 865 | 6,53 | 4 787 | 10,25 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4 602 | 0,20 | 294 | 3,89 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27 127 | 0,17 | 1 734 | 3,65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14 706 | 24,79 | 940 | 29,12 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 4 879 | 9,25 | 312 | 13,09 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 33 137 | 0,17 | 2 119 | 3,67 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 33 389 | 0,34 | 2 135 | 3,84 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 3 224 | 206 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 113 715 | 6,80 | 7 271 | 10,54 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 6 254 | 27,95 | 400 | 32,56 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14 652 | 1,59 | 937 | 5,05 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 4 445 | 0,52 | 289 | 5,88 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 144 532 | 3,46 | 9 241 | 7,08 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 121 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 490 243 | 13,78 | 95 270 | 17,69 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 160 | 10 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 228 141 | 8,13 | 15 007 | 19,58 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 023 718 | 101,82 | 65 457 | 108,88 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 63 666 | 4,63 | 4 099 | 8,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 304 551 | 2,31 | 403 113 | 5,88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 831 | 0,47 | 501 | 3,95 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1 306 447 | 0,32 | 83 534 | 3,82 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 158 631 | 8,01 | 10 143 | 11,78 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 76 937 | 6,22 | 4 919 | 9,95 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 5 558 | 53,66 | 355 | 60,63 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 6 233 | 13,16 | 399 | 17,06 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 25 175 | 0,87 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 152 843 | 0,66 | 9 773 | 4,18 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 13 381 | 0,30 | 873 | 18,48 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6 320 | 7,41 | 404 | 11,29 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 4 086 | 1,84 | 261 | 5,67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 204 | 114,62 | 77 | 123,53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 115 151 | 54,59 | 7 363 | 60,01 | ||||
| 2025-08-14 | 13F | Family Management Corp | 771 | 49 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 83 274 | 151,31 | 5 325 | 160,09 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 28 197 | 2,11 | 1 803 | 5,69 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 289 338 | 6,24 | 18 500 | 9,96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 24 113 | 12,10 | 1 542 | 16,03 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 11 351 | 2,92 | 726 | 6,46 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 298 917 | 11,76 | 19 | 18,75 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 157 123 | 3,86 | 10 046 | 7,50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160 341 | 6,99 | 10 252 | 10,74 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 154 160 | 8,32 | 9 857 | 12,10 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 12 037 | 5,43 | 770 | 9,08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 12 768 | 12,84 | 816 | 12,55 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9 649 | 16,96 | 617 | 21,02 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 737 | 2,09 | 431 | 5,65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8 214 | 37,24 | 525 | 42,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18 467 081 | 2,29 | 1 180 785 | 5,87 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 26 873 | 0,11 | 1 762 | 11,67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18 105 | 1 158 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 26 558 | 3,23 | 1 698 | 6,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 35 935 | 8,61 | 2 298 | 12,38 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 4 022 | 0,60 | 257 | 4,47 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 87 705 | 5,33 | 5 608 | 9,00 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 74 970 | 25,61 | 4 794 | 30,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 87 268 | 109,02 | 5 580 | 116,32 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 247 | 10,00 | 272 | 13,87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 985 564 | 83,07 | 63 017 | 89,47 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 937 050 | 0,07 | 59 915 | 3,57 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 53 656 | 0,58 | 3 529 | 9,49 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 306 563 | 16,38 | 83 542 | 20,45 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 3 882 | 248 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 626 | 96,11 | 999 | 103,05 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 9 393 | 601 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 360 | 23 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 760 | 49 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 116 985 | 4,52 | 7 480 | 8,19 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 19 101 | 6,19 | 1 221 | 9,90 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 22 649 | 7,78 | 1 448 | 11,56 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 496 | 32 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 178 849 | 2,42 | 11 436 | 6,00 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 3 240 | 207 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 315 445 | 0,03 | 20 170 | 3,53 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 89 122 | 9,41 | 5 698 | 13,24 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5 150 | 329 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 133 013 | 8,17 | 8 505 | 11,94 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 753 | 8,94 | 240 | 12,74 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4 673 | 0,04 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 4 769 579 | 2,22 | 304 967 | 5,79 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 23 154 | 0,35 | 1 523 | 12,32 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 60 669 | 3 879 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 1 466 401 | 3,48 | 93 762 | 7,10 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 109 995 | 3,67 | 7 033 | 7,29 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 9 570 | 146,97 | 630 | 178,32 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 730 | 0,06 | 111 | 3,77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 938 | 3,67 | 188 | 6,86 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 556 | 4,32 | 36 | 9,38 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 259 | 208 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 191 | 2,57 | 779 | 6,13 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 846 | 54 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 28 748 | 0,17 | 1 838 | 3,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 78 707 | 9,16 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 158 529 | 5,64 | 10 136 | 9,33 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 583 | 198,12 | 101 | 215,63 | ||||
| 2025-08-13 | 13F | Capital International Investors | 24 952 | 1,80 | 1 595 | 5,35 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 427 854 | 0,85 | 27 357 | 4,37 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 1 086 095 | 7,79 | 69 445 | 11,56 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 771 | 308 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 259 | 528 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 207 343 | 12,76 | 13 257 | 16,71 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 73 051 | 3,23 | 4 671 | 6,84 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 167 | 14,52 | 75 | 19,35 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4 030 | 0,17 | 258 | 3,63 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 52 218 | 6,35 | 3 339 | 10,06 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25 564 | 1 635 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2,63 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 69 716 | 4,25 | 4 458 | 7,89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 93 346 | 7,64 | 5 969 | 11,41 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 63 393 | 1,28 | 4 053 | 4,81 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 40 203 | 1 135,12 | 2 571 | 1 178,61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 23 543 | 0,27 | 1 505 | 3,79 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 77 380 | 1,33 | 4 948 | 4,88 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5 890 | 377 | ||||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 31 838 | 9,66 | 2 036 | 13,50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 641 880 | 0,78 | 41 042 | 4,30 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 892 804 | 7,81 | 57 086 | 17,28 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 113 299 | 5,38 | 7 244 | 9,06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 200 | 21,81 | 1 356 | 26,05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 25 886 | 469,05 | 1 655 | 488,97 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 946 | 252 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 820 | 166,23 | 52 | 173,68 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 255 380 | 58,55 | 16 329 | 64,09 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 165 444 | 0,83 | 10 579 | 4,36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 522 050 | 1,96 | 33 | 6,45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 75 362 | 11,95 | 4 819 | 15,87 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 243 746 | 0,15 | 79 525 | 3,65 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 369 708 | 2,19 | 23 964 | 19,96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 291 354 | 2,38 | 19 | 5,88 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 75 170 | 2,64 | 4 806 | 6,23 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 447 | 0,45 | 29 | 3,70 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 84 983 | 5,19 | 5 434 | 8,86 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5 331 | 341 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 51 582 | 0,78 | 3 298 | 4,30 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 6 036 | 20,84 | 386 | 25,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 32 956 | 4,37 | 2 107 | 8,05 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 7 155 | 0,80 | 457 | 5,06 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6 444 | 0,17 | 412 | 3,53 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 25 675 | 20,26 | 1 642 | 24,51 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 36 803 | 87,21 | 2 353 | 93,82 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 17 762 | 2,72 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 612 913 | 1,98 | 294 950 | 5,55 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 3 222 | 206 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 63 150 | 14,35 | 4 038 | 18,35 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 204 709 | 6,37 | 13 089 | 10,09 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 30 133 | 2,98 | 1 927 | 6,59 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 137 746 | 0,04 | 8 807 | 3,54 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 510 | 2,37 | 93 | 3,33 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 14 807 | 42,65 | 947 | 47,58 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 45 674 | 42,84 | 2 920 | 47,85 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6 910 | 58,60 | 442 | 63,94 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8 512 | 12,74 | 526 | 9,60 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 4 346 | 0,23 | 278 | 3,75 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 48 | 3 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8 330 | 74,52 | 1 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 7 199 | 15,15 | 460 | 19,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 46 500 | 85,26 | 2 973 | 91,81 | |||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 26 099 | 2,85 | 1 669 | 6,45 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5 300 | 339 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 434 | 28 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7 796 | 2,70 | 498 | 6,41 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 449 | 394,75 | 157 | 420,00 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 152 464 | 1,72 | 9 749 | 5,27 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 11 536 | 0,03 | 738 | 3,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 849 | 758 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 119 616 | 1,83 | 7 648 | 5,39 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 5 648 | 4,40 | 361 | 8,08 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 603 | 102 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7 961 214 | 3,35 | 509 040 | 6,96 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 95 913 | 42,49 | 6 133 | 47,47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 480 | 0,14 | 95 | 3,30 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 30 297 | 3,48 | 1 937 | 7,97 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 | 17 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 4 620 | 11,19 | 295 | 16,14 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 11 232 | 0,41 | 718 | 3,91 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 18 640 | 16,38 | 1 192 | 20,42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 512 | 0,98 | 225 | 4,67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 81 514 | 0,67 | 5 000 | −0,04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 128 532 | 3,89 | 8 218 | 7,52 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 552 | 9,31 | 419 | 12,97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 291 | 2,47 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7 161 | 0,28 | 458 | 3,63 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 4 353 | 11,44 | 278 | 15,35 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 339 572 | 14,50 | 21 712 | 18,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 936 | 69,29 | 443 | 75,10 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 129 | 200 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 698 756 | 33,33 | 44 678 | 37,99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 430 | 283 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 904 167 | 15,83 | 504 803 | 19,69 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3 220 | 206 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 303 550 | 6,68 | 19 697 | 12,05 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 81 630 | 4,64 | 5 219 | 8,30 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 755 | 0,35 | 240 | 3,90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 48 384 | 25,84 | 3 094 | 30,23 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 284 544 | 1,10 | 18 194 | 4,64 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 573 454 | 3,18 | 36 667 | 6,79 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38 050 | 4,53 | 2 433 | 8,47 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 095 | 1,14 | 262 | 4,40 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 22 996 | 23,75 | 1 470 | 28,16 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 36 753 | 3,46 | 2 350 | 7,06 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 52 636 | 6,13 | 3 366 | 9,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 000 781 | 1,81 | 64 | 5,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 53 163 | 12,00 | 3 399 | 15,93 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 20 195 | 5,41 | 1 291 | 9,13 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 5 707 | 29,70 | 365 | 34,32 | ||||
| 2025-07-16 | 13F | Novem Group | 10 850 | 8,91 | 694 | 12,68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 783 116 | 0,97 | 114 012 | 4,50 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 159 858 | 7,07 | 10 221 | 10,70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 62 009 | 34,44 | 3 965 | 39,14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 127 836 | 14,60 | 8 174 | 18,60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 95 908 | 1,99 | 6 132 | 5,56 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 37 671 | 77,24 | 2 409 | 83,40 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 274 356 | 20,64 | 17 542 | 24,86 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 128 798 | 17,45 | 8 235 | 21,55 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 6 022 | 0,37 | 385 | 4,05 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 15 582 | 12,35 | 996 | 16,36 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 31 541 | 127,24 | 2 017 | 135,24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 899 | 10,90 | 1 592 | 15,11 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 045 | 0,23 | 642 | 3,72 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 11 044 | 40,29 | 706 | 58,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 89 249 | 1,31 | 5 707 | 4,85 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 118 024 | 3,01 | 7 546 | 6,61 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 256 739 | 3,33 | 16 642 | 18,69 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 461 | 30 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 47 114 | 0,12 | 3 012 | 3,61 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 66 833 | 43,82 | 4 273 | 48,89 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 154 | 0 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 132 462 | 2,75 | 8 470 | 6,34 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 12 720 | 0,01 | 1 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 574 | 292 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 9 961 | 647 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 274 | 0,47 | 81 | 3,85 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 112 496 | 0,05 | 7 193 | 3,56 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12 991 | 1,41 | 831 | 4,93 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 207 | 13 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 16 741 | 11,43 | 1 070 | 15,30 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 188 978 | 0,84 | 12 083 | 4,37 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 29 140 | 8,53 | 1 863 | 12,36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 27 443 | 13,79 | 1 755 | 17,80 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 443 465 | 6,89 | 28 355 | 10,63 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 13 552 | 0,21 | 1 | |||||
| 2025-09-03 | 13F | American Trust | 917 657 | 44,48 | 58 675 | 49,53 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 23 624 | 0,13 | 1 533 | 17,74 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3 140 | 201 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 20 005 | 10 891,76 | 1 279 | 11 527,27 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 26 301 | 1,45 | 1 682 | 5,00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 3 454 | 0,09 | 221 | 3,29 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 57 981 | 13,53 | 3 707 | 17,50 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 41 108 | 1,29 | 2 628 | 4,83 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 667 | 81,51 | 1 577 | 87,96 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 26 381 | 5,00 | 1 687 | 8,63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 56 257 | 57,28 | 3 597 | 62,83 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 170 033 | 3,35 | 10 872 | 6,96 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 83 | 5 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 42 637 | 0,16 | 2 726 | 3,69 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 341 904 | 16,49 | 21 906 | 22,04 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 9 516 | 7,17 | 608 | 10,95 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 13 285 | 21,86 | 849 | 26,15 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 6 249 | 0,13 | 400 | 3,64 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 919 | 0,61 | 1 913 | 4,14 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 188 560 | 0,24 | 12 057 | 3,75 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 5 260 | 0,04 | 336 | 3,70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73 561 | 27,58 | 4 703 | 32,03 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 34 510 | 1,36 | 2 207 | 4,90 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 6 694 | 0,65 | 428 | 4,39 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 278 439 | 51,77 | 17 803 | 57,08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 369 | 23,26 | 151 | 27,97 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 658 709 | 2,14 | 42 704 | 7,19 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 4 308 | 0,40 | 275 | 3,77 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 948 | 61 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 111 102 | 0,02 | 7 104 | 3,51 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 13 687 | 0,74 | 875 | 4,29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19 070 | 2,70 | 1 219 | 6,28 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 83 270 | 6,92 | 5 324 | 10,66 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 13 633 | 0,21 | 872 | 3,69 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 616 | 231 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 147 778 | 2,37 | 9 130 | 3,09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 24 793 | 98,53 | 1 609 | 120,88 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 097 | 646 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 612 | 39,43 | 679 | 44,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18 783 222 | 1,28 | 1 200 999 | 4,82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 550 | 0,51 | 163 | 4,49 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 17 859 | 1 142 | ||||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 1 350 | 86 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 9 361 | 616 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 19 201 | 0,07 | 1 186 | −2,31 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 67 580 | 23,00 | 4 175 | 23,89 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 5 138 | 2,29 | 329 | 5,81 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 23 097 | 151,33 | 1 477 | 160,32 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 27 065 | 3,39 | 1 731 | 6,99 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 14 631 | 935 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 124 444 | 13,47 | 7 957 | 17,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 401 987 | 31,09 | 25 703 | 35,68 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 249 | 16 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 17 561 | 1,97 | 1 123 | 5,55 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 42 061 | 2,08 | 2 689 | 5,66 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 238 806 | 19,67 | 15 269 | 24,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 51 460 | 1,31 | 3 290 | 4,84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 99 259 | 11,89 | 6 347 | 15,80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 5 325 | 0,53 | 340 | 3,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58 146 | 5,31 | 3 718 | 8,97 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 504 449 | 1,62 | 32 254 | 5,17 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 1 470 | 0,55 | 94 | 3,33 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 468 966 | 5,15 | 29 986 | 8,83 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 456 285 | 15,65 | 29 175 | 19,69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 285 | 18 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 107 041 | 7,70 | 7 | 0,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 394 974 | 0,59 | 25 255 | 4,11 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 71 200 | 4 553 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 106 841 | 16,89 | 6 831 | 20,97 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 017 | 2,92 | 1 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7 623 | 24,19 | 487 | 28,50 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 19 453 | 6,83 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6 382 | 1,24 | 394 | 2,07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 284 390 | 15,74 | 18 184 | 19,79 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 3 265 | 0,09 | 209 | 3,48 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 206 | 205 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 133 154 | 15,15 | 8 514 | 19,18 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 28 868 | 0,09 | 1 846 | 3,59 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 22 067 | 1,41 | 1 411 | 4,91 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 3 546 | 227 | ||||||
| 2025-08-13 | 13F | Morton Community Bank | 282 892 | 4,32 | 18 088 | 7,97 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 103 054 | 164,11 | 6 589 | 173,40 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 193 | 0,45 | 460 | 3,85 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4 441 | 284 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 949 | 125 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 116 472 | 8,58 | 7 447 | 12,39 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 54 517 | 3,61 | 3 486 | 7,23 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 40 208 | 2 571 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11 813 | 0,02 | 755 | 3,57 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 52 003 | 0,00 | 3 325 | 3,52 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 76 779 | 0,17 | 4 909 | 3,67 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 96 951 | 4,22 | 6 199 | 7,88 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 48 807 | 8,28 | 3 183 | 14,33 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 173 364 | 3,29 | 11 085 | 6,91 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 53 529 | 19,24 | 3 423 | 23,40 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 31 808 | 18,80 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 598 621 | 0,08 | 38 276 | 3,58 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 162 | 33,48 | 266 | 38,54 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 221 299 | 4,94 | 14 219 | 9,14 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 18 947 | 4,70 | 1 212 | 8,32 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 949 | 444 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 84 462 | 0,17 | 5 400 | 3,69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25 420 | 26,55 | 1 625 | 30,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 530 119 | 9,20 | 225 716 | 13,02 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 5 345 | 15,99 | 342 | 20,07 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 3 680 | 12,81 | 235 | 16,92 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 11 279 | 3,18 | 721 | 6,81 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7 362 | 41,99 | 471 | 46,88 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 6 961 | 445 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 122 236 | 14,49 | 7 816 | 18,50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 651 | 54 933,33 | 106 | |||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 278 800 | 3,72 | 17 826 | 7,35 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 180 | 12 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 104 665 | 2,95 | 6 692 | 6,54 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 768 | 113 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 740 517 | 142 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 20 583 | 48,70 | 1 316 | 53,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 099 252 | 13,21 | 70 286 | 17,17 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 123 376 | 1,71 | 7 889 | 5,06 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 42 678 | 83,15 | 2 729 | 89,58 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 603 948 | 3,21 | 38 616 | 6,81 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7 994 | 8,11 | 511 | 12,06 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 219 291 | 2,43 | 14 021 | 6,01 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 775 639 | 1,69 | 49 594 | 5,25 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 31 868 | 0,18 | 2 038 | 3,66 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 116 325 | 1,45 | 7 438 | 5,00 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 43 944 | 20,82 | 2 810 | 25,07 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 172 578 | 1,69 | 11 035 | 1,49 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 49 358 | 4,98 | 3 156 | 8,64 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 36 604 | 50,05 | 2 340 | 55,28 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40 122 | 274,94 | 2 565 | 288,05 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 10 148 | 0,50 | 649 | 4,01 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 554 | 5,41 | 355 | 9,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 414 793 | 6,64 | 26 522 | 10,37 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 328 | 0,30 | 149 | 3,50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 429 | 8,45 | 347 | 12,30 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 857 | 0,59 | 55 | 3,85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 976 | 0,41 | 62 | 3,33 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 617 | 24,72 | 615 | 28,99 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9 972 | 616 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13 489 | 16,03 | 862 | 20,06 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 38 480 | 0,09 | 2 460 | 3,58 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 25 158 | 10,21 | 1 609 | 14,04 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 507 | 8,39 | 288 | 12,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 459 259 | 6,14 | 157 246 | 9,86 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 6 144 | 393 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 725 560 | 5,80 | 46 392 | 9,50 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10 115 | 0,08 | 647 | 3,53 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 44 476 | 9,56 | 2 844 | 13,40 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 498 427 | 4,15 | 31 869 | 7,79 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 363 065 | 3,58 | 23 214 | 7,20 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 387 | 20,43 | 1 176 | 24,60 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 14 180 | 0,31 | 907 | 3,78 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 36 188 | 30,83 | 2 314 | 35,42 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 514 500 | 126,35 | 32 897 | 135,15 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 238 | 15 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 657 | 106 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 321 004 | 1,75 | 20 525 | 5,31 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19 240 | 7,67 | 1 230 | 11,41 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 6 642 | 30,39 | 425 | 35,03 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 48 139 | 4,73 | 3 078 | 8,42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 570 | 11,13 | 1 123 | 15,06 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117 214 | 3,73 | 7 495 | 7,35 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16 470 | 1 053 | ||||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 8 233 | 0,02 | 1 |
