Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund inkluderar Two Sigma Investments, Lp, Glenmede Investment Management, LP, Scott Marsh Financial, LLC, Stonebridge Wealth Management, LLC, Bulwark Capital Corp, First Commonwealth Financial Corp /pa/, Milestones Private Investment Advisors LLC, Midwest Trust Co, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Raub Brock Capital Management LP, VeraBank, N.A., Intellus Advisors LLC, NWF Advisory Services Inc., Cordatus Wealth Management LLC, Iron Financial, LLC, Fifth Third Securities, Inc., Farrell Financial LLC, Northstar Financial Companies, Inc., och Drucker Wealth 3.0, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 21 505 | 5,72 | 1 801 | 10,84 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 26 210 | 7,03 | 2 195 | 12,23 | ||||
2025-08-14 | 13F | LM Advisors LLC | 23 346 | 22,67 | 2 | 0,00 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 39 | 2,63 | 3 | 50,00 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 172 359 | 8,97 | 14 442 | 14,34 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 21 613 | 0,93 | 1 810 | 5,79 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 158 | 13 | ||||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 109 465 | 3,56 | 9 167 | 8,60 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 101 313 | 7,30 | 8 502 | 13,07 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12 136 | 35,83 | 1 016 | 42,50 | ||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 755 | 140 | ||||||
2025-07-17 | 13F | Park Place Capital Corp | 2 530 | 0,36 | 213 | 5,97 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 749 | 154 880,00 | 649 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 174 262 | 2,67 | 14 593 | 7,66 | ||||
2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 410 | 5,94 | 34 | 13,33 | ||||
2025-07-11 | 13F | LongView Wealth Management | 3 396 | 11,27 | 284 | 16,87 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15 800 | 0,87 | 1 323 | 5,84 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 3 828 | 321 | ||||||
2025-07-10 | 13F | SK Wealth Management, LLC | 293 373 | 1,55 | 24 992 | 17,43 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 4 703 | 53,89 | 394 | 61,07 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 644 | 0,02 | 473 | 4,89 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 86 284 | 39,90 | 7 225 | 46,70 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 874 | 15,27 | 1 832 | 20,86 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 2 672 | 0,41 | 224 | 5,19 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 758 450 | 4,50 | 63 513 | 9,57 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6 734 | 134,23 | 564 | 145,85 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 39 587 | 5,35 | 3 315 | 10,50 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 129 103 | 13,87 | 10 772 | 20,10 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 10 799 | 0,20 | 904 | 5,12 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 212 570 | 1,38 | 17 801 | 6,30 | ||||
2025-08-12 | 13F | MAI Capital Management | 16 349 | 0,30 | 1 369 | 5,23 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 987 | 24,83 | 1 255 | 31,00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8 495 | 10,40 | 711 | 15,80 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 22 093 | 0,20 | 1 850 | 5,11 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 600 | 50 | ||||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2 622 | 220 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 1 718 | 0,35 | 144 | 5,15 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 41 179 | 1,63 | 3 448 | 6,58 | ||||
2025-08-14 | 13F | Avant Capital LLC | 101 824 | 2,63 | 8 527 | 7,61 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 18 081 | 4,02 | 1 514 | 9,08 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 121 218 | 2,42 | 10 114 | 7,02 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 446 292 | 5,77 | 37 372 | 10,91 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 13 377 | 1 273,41 | 1 120 | 1 354,55 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 132 406 | 124,01 | 11 088 | 134,89 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 5 822 | 0 | ||||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 371 | 115 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 8 128 | 16,15 | 681 | 21,86 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 13 690 | 367,24 | 1 146 | 391,85 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 62 968 | 10,63 | 5 273 | 16,00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 273 | 0,24 | 107 | 4,95 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 15 262 | 9,26 | 1 278 | 14,62 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 36 460 | 0,12 | 3 053 | 4,99 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 118 744 | 8 274,05 | 1 | −99,12 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1 069 | 167,92 | 90 | 187,10 | ||||
2025-08-08 | 13F | Gts Securities Llc | 9 980 | 836 | ||||||
2025-08-14 | 13F | Millennium Management Llc | 5 078 | 425 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 29 781 | 1,40 | 2 494 | 6,31 | ||||
2025-08-13 | 13F | Haverford Trust Co | 41 274 | 5,02 | 3 456 | 10,13 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 181 | 266 | ||||||
2025-08-11 | 13F | Berkeley, Inc | 84 108 | 77,39 | 7 043 | 86,03 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 5 803 | 17,73 | 486 | 23,41 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 8 280 | 369,65 | 1 | |||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 71 335 | 4,91 | 5 974 | 10,00 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 069 | 10,03 | 341 | 15,25 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558 375 | 7,12 | 46 758 | 12,33 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 166 355 | 13,36 | 13 931 | 18,87 | ||||
2025-08-07 | 13F | Midwest Trust Co | 9 312 | 780 | ||||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2 600 | 218 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 5 749 | 13,33 | 481 | 18,77 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 537 459 | 1,35 | 45 | 4,76 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 158 640 | 19,25 | 13 285 | 25,04 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 642 467 | 1,75 | 53 800 | 6,69 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 124 470 | 17,47 | 10 516 | 23,92 | ||||
2025-07-16 | 13F | ORG Partners LLC | 17 656 | 1,56 | 1 490 | 6,97 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 3 807 | 0 | ||||||
2025-08-13 | 13F | M&t Bank Corp | 4 228 | 354 | ||||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 111 | 177 | ||||||
2025-08-13 | 13F | Schroder Investment Management Group | 878 | 74 | ||||||
2025-07-24 | 13F | Vivid Wealth Management, LLC | 17 941 | 4,88 | 1 502 | 9,96 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 88 520 | 414,68 | 7 413 | 439,84 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 17 934 | 22,85 | 1 502 | 28,84 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11 248 | 15,64 | 942 | 21,26 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 42 439 | 9,76 | 3 554 | 15,10 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 334 379 | 11,54 | 28 001 | 16,96 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 5 828 | 0,02 | 488 | 4,95 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21 173 | 10,11 | 1 773 | 15,50 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 232 | 167,95 | 187 | 181,82 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 15 735 | 42,80 | 1 318 | 49,83 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 222 | 19 | ||||||
2025-08-01 | 13F | Howard Capital Management Inc. | 70 158 | 18,49 | 5 875 | 24,26 | ||||
2025-07-30 | 13F | Whittier Trust Co | 2 653 | 1 507,88 | 222 | 1 607,69 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 4 173 | 40,36 | 349 | 47,26 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 17 | 1 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 221 940 | 2,18 | 18 585 | 7,14 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 4 869 | 5,46 | 408 | 10,60 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 114 299 | 2,24 | 9 571 | 7,21 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 159 032 | 3,02 | 13 317 | 8,02 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 498 | 6,75 | 209 | 12,37 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 863 | 0,35 | 72 | 5,88 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27 039 | 329,67 | 2 264 | 351,00 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 77 200 | 2,94 | 6 465 | 7,93 | ||||
2025-08-07 | 13F | Future Fund LLC | 8 891 | 745 | ||||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 267 | 4,30 | 22 | 10,00 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 42 269 | 0,00 | 3 601 | 12,15 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 38 431 | 9,19 | 3 272 | 16,44 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 203 575 | 10,28 | 17 047 | 15,64 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 402 419 | 6,30 | 33 699 | 11,46 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 638 089 | 184,93 | 53 434 | 198,78 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 832 066 | 2,77 | 69 677 | 7,77 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 601 | 4,10 | 888 | 9,10 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 12 422 037 | 4,99 | 1 040 221 | 10,09 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 16 149 | 17,72 | 1 352 | 23,47 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 5 150 | 5,17 | 431 | 10,23 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 46 144 | 32,70 | 3 864 | 39,14 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 40 186 | 15,18 | 3 364 | 20,75 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 4 175 | 12,08 | 350 | 17,51 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 168 852 | 2,62 | 14 140 | 7,60 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 65 754 | 0,15 | 5 506 | 5,02 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 19 708 | 3,29 | 1 650 | 8,34 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 23 966 | 11,55 | 2 007 | 16,97 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 795 448 | 1,64 | 66 611 | 6,57 | ||||
2025-08-04 | 13F | Atria Investments Llc | 334 535 | 4,74 | 28 014 | 9,83 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 382 970 | 5,76 | 32 070 | 10,90 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 288 | 550,51 | 108 | 613,33 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 22 338 | 72,04 | 1 871 | 80,50 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 25 645 | 8,75 | 2 148 | 14,02 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53 978 | 262,41 | 4 520 | 280,15 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117 955 | 2,21 | 9 878 | 7,18 | ||||
2025-08-14 | 13F | Colony Group, LLC | 32 318 | 1,22 | 2 706 | 6,16 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 4 210 | 353 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 108 | 9,09 | 9 | 28,57 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 82 175 | 2,67 | 6 881 | 7,67 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 3 596 | 0,22 | 301 | 5,24 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 19 178 | 0,27 | 1 606 | 5,11 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 105 614 | 3,61 | 8 844 | 8,65 | ||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 36 237 | 0,98 | 3 034 | 5,90 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78 532 | 71,84 | 6 556 | 81,36 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 10 588 | 0,04 | 887 | 4,85 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 820 492 | 2,09 | 68 708 | 7,05 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 305 | 33,19 | 24 | 33,33 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83 907 | 1,63 | 7 026 | 6,57 | ||||
2025-07-17 | 13F | Eagle Wealth Strategies Llc | 182 625 | 2,98 | 15 293 | 7,99 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 90 449 | 2,43 | 7 574 | 7,42 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 59 996 | 5 024 | ||||||
2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 40 383 | 2,44 | 3 382 | 7,40 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 286 100 | 23 958 | ||||||
2025-08-05 | 13F | Huntington National Bank | 67 426 | 1 467,66 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 788 159 | 1,70 | 1 657 060 | 6,64 | ||||
2025-07-23 | 13F | Raub Brock Capital Management LP | 8 085 | 677 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 115 697 | 0,21 | 9 688 | 5,09 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 229 642 | 1,74 | 19 230 | 5,96 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 2 498 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 384 432 | 0,39 | 32 | 6,67 | ||||
2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1 965 | 35,89 | 165 | 42,61 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 683 | 0,19 | 225 | 5,16 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 229 | 9,01 | 438 | 12,63 | ||||
2025-07-17 | 13F | Coastline Trust Co | 1 619 | 57,03 | 136 | 64,63 | ||||
2025-07-31 | 13F | United Community Bank | 3 644 | 112,60 | 305 | 124,26 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 3 912 | 328 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 712 | 26,69 | 60 | 34,09 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 340 | 0,83 | 112 | 4,67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Vise Technologies, Inc. | 18 372 | 376,70 | 1 538 | 394,53 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 5 869 | 4,50 | 491 | 9,60 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 429 | 117,17 | 120 | 128,85 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 13 626 | 2,10 | 1 141 | 7,14 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 575 | 383 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 1 706 | 8,25 | 143 | 13,60 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 194 780 | 7,84 | 16 311 | 13,08 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 191 060 | 3,56 | 15 999 | 8,59 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 9 697 | 7,90 | 812 | 13,25 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 725 | 1,89 | 647 | 6,78 | ||||
2025-08-15 | 13F | Morgan Stanley | 8 673 468 | 2,73 | 726 316 | 7,72 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 83 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 277 374 | 15,50 | 23 227 | 21,11 | ||||
2025-07-30 | 13F | Bcm Advisors, Llc | 396 283 | 0,93 | 34 053 | 9,96 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 306 942 | 2,98 | 26 | 8,70 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 6 893 933 | 2,91 | 577 298 | 7,91 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 7 959 | 1,61 | 1 | |||||
2025-07-24 | 13F | Costello Asset Management, INC | 126 | 0,80 | 11 | 0,00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14 240 | 1 192 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 3 408 | 4,28 | 285 | 9,62 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 62 604 | 9,89 | 5 242 | 15,23 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 89 184 | 1,51 | 7 468 | 6,44 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 284 906 | 0,03 | 23 858 | 4,88 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 13 768 | 0,10 | 1 153 | 4,92 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 3 572 | 2,23 | 299 | 7,17 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28 416 | 1,36 | 2 380 | 6,30 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 5 889 | 6,43 | 493 | 11,79 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17 911 | 4,21 | 2 | 0,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 615 506 | 19,90 | 51 542 | 25,72 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 675 001 | 7,60 | 140 264 | 12,82 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 42 738 | 100,41 | 3 496 | 105,28 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 81 925 | 11,74 | 6 860 | 17,18 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49 221 | 126,29 | 4 122 | 137,25 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 866 443 | 0,19 | 72 556 | 5,06 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 401 381 | 38,98 | 117 352 | 45,74 | ||||
2025-08-14 | 13F | UBS Group AG | 2 436 892 | 3,36 | 204 065 | 8,39 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 737 | 62 | ||||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 67 973 | 6,17 | 5 692 | 11,35 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 8 285 | 180,47 | 694 | 194,89 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 16 280 | 0,49 | 1 372 | 7,44 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12 124 | 0,37 | 1 015 | 5,29 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 2 954 | 0,07 | 236 | −1,26 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 600 | 20,68 | 301 | 41,98 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 7 566 | 9,35 | 634 | 14,67 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 40 251 | 7,40 | 3 371 | 12,63 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 28 712 | 25,04 | 2 404 | 31,15 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 100 214 | 8 392 | ||||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 8 104 | 0,20 | 684 | 5,89 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 5 179 | 3,09 | 434 | 7,98 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16 671 | 9,16 | 1 396 | 14,52 | ||||
2025-08-11 | 13F | Covestor Ltd | 441 | 15,75 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 14 607 | 5,69 | 1 223 | 10,88 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 86 368 | 6,36 | 7 235 | 11,52 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 10 466 | 14,96 | 1 | |||||
2025-07-09 | 13F | Bulwark Capital Corp | 16 466 | 1 379 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 127 753 | 4,05 | 10 698 | 9,11 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 139 069 | 0,12 | 11 646 | 4,99 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 16 905 | 0,34 | 1 416 | 5,20 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 282 059 | 23 620 | ||||||
2025-07-29 | 13F | Swmg, Llc | 2 703 | 233 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 306 | 0,33 | 26 | 4,17 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 5 909 | 495 | ||||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 163 760 | 1,13 | 13 713 | 6,04 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 6 742 | 6,44 | 538 | 5,08 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 20 251 | 121,30 | 1 696 | 132,19 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 21 617 | 10,90 | 1 810 | 16,32 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 27 | 2 | ||||||
2025-08-06 | 13F | SNS Financial Group, LLC | 698 845 | 1,72 | 58 521 | 6,67 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 987 | 45,76 | 1 255 | 47,30 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 22 149 | 105,43 | 1 855 | 115,33 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 582 | 49 | ||||||
2025-08-01 | 13F | First National Trust Co | 136 874 | 1,45 | 11 462 | 6,38 | ||||
2025-08-05 | 13F | Connable Office Inc | 312 643 | 12,43 | 26 181 | 17,89 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 27 718 | 0,33 | 2 319 | 5,08 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 251 701 | 17,67 | 21 002 | 24,11 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 175 923 | 30,27 | 14 732 | 36,60 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 6 879 | 296,94 | 576 | 317,39 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 980 | 250 | ||||||
2025-08-07 | 13F | Summit X, LLC | 8 300 | 100,00 | 695 | 109,97 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 611 | 19,34 | 52 | 30,77 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 876 024 | 1,02 | 73 358 | 5,92 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29 924 | 28,48 | 2 506 | 34,68 | ||||
2025-08-14 | 13F | Mariner, LLC | 376 167 | 5,72 | 31 500 | 10,86 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 84 417 | 0,85 | 7 069 | 5,76 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 7 540 | 25,33 | 631 | 31,46 | ||||
2025-08-13 | 13F | Kilter Group LLC | 4 212 | 0,02 | 353 | 4,76 | ||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 301 799 | 2,11 | 25 273 | 7,07 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 57 627 | 2,02 | 5 | 0,00 | ||||
2025-08-13 | 13F | Northern Trust Corp | 21 591 | 5,30 | 1 808 | 10,45 | ||||
2025-08-14 | 13F | Waterway Wealth Management, LLC | 63 863 | 50,43 | 5 346 | 57,70 | ||||
2025-08-12 | 13F | Bokf, Na | 837 | 70 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 480 | 0,42 | 40 | 5,26 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1 879 | 157 | ||||||
2025-07-23 | 13F | Element Wealth, LLC | 5 047 | 51,06 | 423 | 58,65 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 689 | 29,51 | 811 | 35,85 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 426 417 | 76,33 | 35 708 | 84,90 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 118 983 | 8,89 | 9 964 | 14,18 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 14 200 | 1 189 | ||||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 16 263 | 0,26 | 1 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 598 854 | 2,14 | 50 148 | 7,10 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6 269 | 602,02 | 525 | 670,59 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 2 952 | 247 | ||||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 134 676 | 6,15 | 10 755 | 4,75 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 4 639 | 16,18 | 388 | 22,01 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 12 920 | 0,01 | 1 | 0,00 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 6 271 | 55,69 | 525 | 63,55 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 305 001 | 1,93 | 25 541 | 6,88 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 28 243 | 29,85 | 2 365 | 36,23 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 41 653 | 13,72 | 3 488 | 19,25 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2 443 | 205 | ||||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3 576 | 0,03 | 299 | 4,91 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 295 679 | 14,11 | 24 760 | 19,66 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 6 208 | 22,98 | 520 | 28,78 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 55 279 | 5 | ||||||
2025-07-15 | 13F | Verum Partners LLC | 20 983 | 117,15 | 1 757 | 127,89 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 100 296 | 153,86 | 8 399 | 166,18 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 359 257 | 2,73 | 30 084 | 7,73 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 107 728 | 10,32 | 9 020 | 15,70 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 14 196 | 0,19 | 1 189 | 5,04 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 5 680 | 476 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 999 | 24,85 | 586 | 31,10 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 394 303 | 48,55 | 33 019 | 55,77 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 6 970 | 584 | ||||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 227 856 | 4,99 | 19 081 | 10,09 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 15 097 | 7,30 | 1 264 | 12,56 | ||||
2025-08-13 | 13F | JT Stratford LLC | 52 373 | 6,97 | 4 386 | 12,15 | ||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 23 038 | 1 929 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 378 303 | 4,57 | 31 679 | 9,65 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 63 900 | 11,31 | 5 351 | 16,71 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 273 880 | 0,88 | 22 932 | 5,77 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 126 748 | 38,03 | 178 094 | 44,73 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8 891 | 745 | ||||||
2025-08-11 | 13F | Sykon Capital Llc | 4 205 | 352 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2 812 | 1,30 | 235 | 6,33 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3 337 | 284 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 293 759 | 0,59 | 108 337 | 5,47 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 330 379 | 3,23 | 27 666 | 8,25 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 70 922 | 0,15 | 5 939 | 5,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 81 283 | 0,04 | 6 807 | 4,90 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 111 891 | 12,07 | 9 370 | 17,51 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 6 481 | 0,40 | 543 | 5,24 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1 267 | 106 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 60 137 | 13,38 | 5 036 | 18,89 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 398 183 | 1,12 | 33 343 | 6,03 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 6 391 | 535 | ||||||
2025-07-18 | 13F | Trilogy Capital Inc. | 5 313 | 49,92 | 445 | 56,89 | ||||
2025-08-12 | 13F | MWA Asset Management | 5 971 | 1,07 | 500 | 6,16 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 343 | 280 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 6 940 040 | 7,95 | 581 078 | 13,21 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 667 745 | 0,17 | 55 917 | 5,04 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 45 586 | 53,31 | 4 | 50,00 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 180 137 | 2,03 | 15 085 | 6,99 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 7 461 | 625 | ||||||
2025-08-14 | 13F | Objective Capital Management, LLC | 4 847 | 0,41 | 406 | 5,19 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 93 477 | 4,94 | 7 828 | 10,04 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 469 742 | 15,08 | 123 | 21,78 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 9 740 | 816 | ||||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 770 | 4,36 | 148 | 9,63 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 59 160 | 0,33 | 4 954 | 5,20 | ||||
2025-08-11 | 13F | Citigroup Inc | 11 941 | 8,77 | 1 000 | 14,04 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 41 505 | 59,13 | 3 476 | 66,91 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 25 024 | 3,24 | 2 095 | 8,27 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 442 863 | 14,00 | 37 085 | 19,54 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21 563 | 230,37 | 1 806 | 249,81 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 17 953 | 11,25 | 1 503 | 16,69 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 230 | 15,00 | 605 | 20,52 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2 400 | 201 | ||||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 21 117 | 0,84 | 1 768 | 5,74 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 65 015 | 3,64 | 5 444 | 8,68 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 081 | 0,98 | 1 012 | 6,87 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 15 772 | 3,65 | 1 321 | 8,64 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 425 | 4,20 | 957 | 9,26 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 946 079 | 1,51 | 79 225 | 6,44 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 7 444 | 177,55 | 623 | 191,12 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 192 923 | 3,41 | 16 155 | 8,44 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 499 | 214 | ||||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 12 792 | 10,71 | 1 071 | 16,16 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 51 418 | 0,41 | 4 306 | 5,28 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 257 358 | 12,05 | 21 551 | 17,50 | ||||
2025-08-14 | 13F | Glenview Trust Co | 11 957 | 3,15 | 1 001 | 8,22 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30 902 | 6,54 | 2 588 | 11,70 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10 604 | 11,20 | 914 | 20,11 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 314 479 | 7,32 | 26 335 | 12,53 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 664 | 50,31 | 391 | 55,38 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5 289 | 40,63 | 443 | 47,33 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 99 110 | 3,39 | 8 299 | 8,41 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 60 353 | 7,01 | 5 139 | 14,12 | ||||
2025-07-29 | 13F | Private Trust Co Na | 16 748 | 5,85 | 1 402 | 11,01 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 278 033 | 2,49 | 23 282 | 7,47 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 376 331 | 6,68 | 31 514 | 11,86 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23 599 | 21,02 | 1 976 | 26,91 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 208 315 | 5,05 | 17 444 | 10,15 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 296 | 437,76 | 109 | 473,68 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 265 543 | 18,04 | 22 237 | 23,77 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 598 017 | 0,76 | 133 818 | 5,66 | ||||
2025-08-12 | 13F | New World Advisors LLC | 6 566 | 1,85 | 550 | 6,81 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 540 325 | 0,58 | 296 467 | 5,46 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 222 858 | 5,02 | 18 662 | 10,12 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 720 | 4,43 | 730 | 9,61 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 168 850 | 0,41 | 14 139 | 5,29 | ||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24 763 | 1,76 | 2 074 | 6,69 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 23 762 | 11,50 | 1 990 | 15,37 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 47 513 | 170,93 | 3 979 | 184,14 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 117 480 | 5,10 | 9 829 | 10,12 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 214,75 | 80 | 233,33 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 487 073 | 6,96 | 40 787 | 12,15 | ||||
2025-07-30 | 13F | Retirement Planning Group | 118 669 | 1,13 | 9 937 | 6,05 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 21 174 | 11,96 | 1 773 | 17,42 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 194 594 | 31,37 | 16 | 33,33 | ||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 18 685 | 1 565 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7 215 | 23,27 | 622 | 37,69 |