Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund inkluderar Atlantic Union Bankshares Corp, Midwest Trust Co, Summit Wealth Group Llc / Co, Chatham Capital Group, Inc., Pathstone Holdings, LLC, Duncan Williams Asset Management, LLC, First Trust Advisors Lp, Evolution Wealth Management Inc., River Street Advisors LLC, Total Investment Management Inc, Ameritas Advisory Services, LLC, Quaker Wealth Management, LLC, Beaird Harris Wealth Management, LLC, Silicon Valley Capital Partners, ENDW - Cambria Endowment Style ETF, BOK Financial Private Wealth, Inc., Christopher J. Hasenberg, Inc, Howe & Rusling Inc, Raleigh Capital Management Inc., och Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 385 | 19 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5 431 | 10,03 | 272 | 11,48 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 521 | 0,02 | 227 | 1,35 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 29 123 | 0,10 | 1 460 | 1,32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 358 | 0,28 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 319 | 1,59 | 16 | 0,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 831 348 | 0,62 | 91 787 | 1,84 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 9 976 | 54,24 | 324 | 1,25 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 29 073 | 2,18 | 1 457 | 3,48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51 554 | 18,18 | 2 584 | 19,58 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17 592 | 13,55 | 882 | 14,86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 147 | 7,88 | 1 962 | 9,24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 91 345 | 5,09 | 4 578 | 6,37 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 163 539 | 6,56 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 551 | 1,59 | 378 | 2,72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 339 307 | 1,95 | 17 006 | 3,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 29 876 | 3,59 | 1 497 | 4,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 407 198 | 8,63 | 20 444 | 11,01 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 652 | 0,68 | 283 | 2,17 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 390 289 | 19 561 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106 535 | 0,71 | 5 340 | 1,93 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 4 239 | 0,26 | 212 | 1,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20 323 | 20,15 | 1 019 | 21,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 78 330 | 111,85 | 3 926 | 114,36 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 334 530 | 2,37 | 16 716 | 3,30 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 190 705 | 4,25 | 9 558 | 5,52 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 600 | 0,21 | 281 | 1,45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 69 818 | 0,27 | 3 499 | 1,51 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 200 | 10 | ||||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 11 765 | 1,04 | 590 | 2,26 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 919 | 124,72 | 347 | 127,63 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 529 | 1,52 | 227 | 3,18 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 93 319 | 0,22 | 4 677 | 1,43 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 958 | 3,58 | 299 | 4,93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 231 864 | 12,44 | 12 | 10,00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3 716 | 186 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 11 084 | 7,56 | 555 | 8,82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 148 454 | 2,31 | 7 440 | 3,55 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 8 325 | 0,46 | 417 | 1,71 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 20 374 | 3,18 | 1 021 | 4,50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 40 562 | 2,08 | 2 033 | 3,30 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 599 | 0,63 | 80 | 2,56 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 36 322 | 14,67 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | 2 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 313 | 216 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 231 520 | 0,33 | 11 604 | 1,55 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 219 | 663 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 65 375 | 20,42 | 3 294 | 22,27 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 380 | 5,79 | 320 | 7,05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 107 | 5 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 279 484 | 4,42 | 14 008 | 5,68 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 69 228 | 3 470 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 41 690 | 6,39 | 2 090 | 4,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 857 397 | 5,23 | 243 453 | 6,51 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 16 032 | 0,39 | 804 | 1,65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 616 | 5,63 | 3 339 | 6,92 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 104 | 5 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 069 | 7,30 | 354 | 8,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 27 323 | 0,76 | 1 369 | 2,01 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 145 258 | 0,85 | 7 280 | 2,08 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 44 325 | 14,80 | 2 258 | 14,85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 116 780 | 3,01 | 5 853 | 4,26 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 22 792 | 13,34 | 1 142 | 14,77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 99 | 312,50 | 5 | 300,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 76 255 | 5,17 | 3 822 | 6,43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 314 509 | 0,66 | 15 763 | 1,88 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 237 086 | 51,37 | 11 883 | 62,63 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15 088 | 1,27 | 756 | 2,58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 670 | 384 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 28 288 | 93,50 | 1 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 222 102 | 21,73 | 11 132 | 23,21 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 37 644 | 15,00 | 1 944 | 34,37 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 123 149 | 12,46 | 6 172 | 13,83 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 228 361 | 1,70 | 11 445 | 2,93 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4 118 | 0,66 | 206 | 1,98 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 735 | 25,96 | 287 | 27,56 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 39 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 017 686 | 0,62 | 101 126 | 1,84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 527 | 35,24 | 1 079 | 36,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36 774 | 6,50 | 1 843 | 8,60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 477 | 0,79 | 1 127 | 1,99 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 38 116 | 0,67 | 1 910 | 1,92 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 542 | 278 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 260 364 | 2,59 | 13 049 | 3,83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 619 | 0,39 | 482 | 1,69 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4 484 | 225 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 17 070 | 3,25 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 106 909 | 2,22 | 5 358 | 3,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14 198 | 7,67 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30 043 | 18,10 | 1 506 | 19,54 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 332 | 0,67 | 217 | 1,88 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 25 227 | 0,80 | 1 264 | 2,02 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 248 | 8,29 | 363 | 9,67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 41 629 | 13,50 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 754 | 0,67 | 38 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 674 | 21,71 | 1 638 | 23,18 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 265 | 0,68 | 464 | 1,98 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30 615 | 7,06 | 1 534 | 8,33 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 188 | 0,53 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 20 559 | 0,09 | 1 043 | 2,46 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 747 | 2,46 | 238 | 3,49 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 206 | 10 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 320 | 162,30 | 16 | 166,67 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 237 086 | 1,75 | 11 883 | 2,98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 807 | 6,51 | 241 | 7,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 232 438 | 0,31 | 12 001 | 4,58 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 369 | 9,30 | 269 | 10,70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 651 | 21,08 | 484 | 22,59 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 383 | 9,59 | 270 | 10,70 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 225 | 0,90 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 29 835 | 0,93 | 1 495 | 2,19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 278 | 4,13 | 1 066 | 5,44 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 132 870 | 0,30 | 6 659 | 1,52 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 37 | 2 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 788 181 | 10,89 | 89 624 | 12,23 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 69 | 15,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4 339 | 217 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 7 028 | 0,67 | 352 | 2,03 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24 666 | 330,40 | 1 236 | 336,75 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 496 979 | 1,80 | 24 909 | 3,03 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 82 247 | 1,81 | 4 122 | 3,05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 091 | 29,11 | 255 | 50,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 41 340 | 3,34 | 2 072 | 4,60 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15 396 | 1,34 | 770 | 5,05 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33 816 | 0,04 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 7 000 | 351 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 158 | 5,38 | 1 211 | 6,61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 048 | 0,38 | 554 | 1,47 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6 663 | 7,29 | 334 | 8,47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 211 | 211 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 380 | 26,55 | 1 072 | 28,11 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 174 349 | 4,39 | 9 002 | 8,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 224 | 68,02 | 512 | 70,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 015 | 328,27 | 51 | 354,55 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 11 584 | 0,05 | 581 | 1,22 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24 044 | 3,75 | 1 205 | 5,06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266 789 | 2,40 | 13 371 | 3,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 560 364 | 8,88 | 28 085 | 10,20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5 043 | 1,06 | 253 | 2,02 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 000 | 50 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 413 | 4,05 | 71 | 4,48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12 503 | 1,63 | 627 | 2,79 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 46 073 | 0,74 | 2 309 | 1,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 132 004 | 2,62 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 28 520 | 0,07 | 1 429 | 1,28 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 522 008 | 4,58 | 26 163 | 5,85 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0,64 | 16 | −6,25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6 081 | 305 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 943 | 9,26 | 649 | 15,51 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 91 069 | 12,46 | 4 564 | 13,82 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 839 | 529,11 | 443 | 542,03 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 5 790 | 0,52 | 290 | 1,75 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 53 961 | 7,31 | 2 705 | 8,59 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30 801 | 1,86 | 1 544 | 3,07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 29 525 | 12,33 | 1 480 | 13,68 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4 775 | 0,53 | 239 | 1,70 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 359 764 | 6,93 | 18 031 | 8,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39 129 | 16,37 | 1 961 | 17,78 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 24 158 | 8,87 | 1 211 | 10,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 088 134 | 75,16 | 54 379 | 78,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 159 | 22,31 | 8 | 16,67 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 269 680 | 2,98 | 13 516 | 4,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376 878 | 3,80 | 18 889 | 5,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 009 360 | 2,49 | 50 589 | 3,74 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 53 561 | 3,79 | 2 684 | 5,05 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 385 | 7,74 | 220 | 8,96 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 5 556 | 1,76 | 278 | 2,96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 220 | 52,12 | 863 | 54,11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 744 | 0,58 | 438 | 1,86 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 89 519 | 1,74 | 4 487 | 2,96 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 266 | 414 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 213 | 211 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 31 204 | 10,00 | 1 564 | 11,32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 52 | 23,81 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 11 449 | 4,21 | 574 | 5,33 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 110 684 | 1,96 | 5 547 | 3,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 142 016 | 2,73 | 7 118 | 3,97 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 34 486 | 10,70 | 1 728 | 12,06 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 130 223 | 1,85 | 6 527 | 3,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 873 | 814,74 | 445 | 806,12 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 286 | 0,11 | 967 | 1,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111 333 | 13,39 | 5 580 | 14,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24 335 | 1 220 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 060 | 0,05 | 304 | 1,34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 535 | 33,52 | 779 | 35,07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17 548 | 5,15 | 879 | 6,42 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 237 | 12 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 271 347 | 11,47 | 13 600 | 12,82 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 4 498 | 0,69 | 225 | 1,81 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 58 838 | 2 949 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 857 | 0,12 | 43 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 69 | 3 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 40 063 | 25,06 | 2 | 100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46 043 | 2 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 040 | 0,42 | 253 | 1,61 |
