Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI EAFE Min Vol Factor ETF inkluderar Portfolio Design Labs, LLC, XCOR - FundX ETF, Glenmede Investment Management, LP, One Capital Management, LLC, San Luis Wealth Advisors LLC, GPSTX - GuidePath(R) Growth Allocation Fund Service Shares, Tactive Advisors, LLC, XRLX - FundX Conservative ETF, Concurrent Investment Advisors, LLC, Bleakley Financial Group, LLC, Independent Solutions Wealth Management, LLC, Carr Financial Group Corp, Betterment LLC, Horizon Family Wealth, Inc., Simplicity Wealth,LLC, Wbh Advisory Inc, Bradley Foster & Sargent Inc/ct, Greykasell Wealth Strategies, Inc., Wedmont Private Capital, och Sovran 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1 770 694 | 4,86 | 149 | 12,98 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 429 124 | 36 072 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14 426 | 3,59 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 673 | 3,54 | 57 | 12,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 861 | 20,51 | 833 | 24,14 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 475 | 45,42 | 208 | 57,58 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 13 705 | 1 152 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 464 | 7,64 | 1 804 | 16,16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40 577 | 2,61 | 3 318 | 7,66 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 25 900 | 796,50 | 2 177 | 885,07 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 256 | 16,47 | 1 030 | 25,76 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 721 | 0,11 | 229 | 8,06 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2 882 | 5,76 | 242 | 14,15 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3 465 | 291 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 433 | 113,65 | 625 | 130,26 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 905 | 244 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 350 | 29 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 650 270 | 8,50 | 54 662 | 17,05 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 57 082 | 2,15 | 4 798 | 10,20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 41 500 | 579,99 | 3 488 | 634,32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 45 | 2,27 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4 650 | 391 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 4 350 | 1,16 | 366 | 8,96 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 58 414 | 4 910 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24 243 | 1,49 | 2 038 | 9,46 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 213 | 13 163,64 | 859 | 14 200,00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 478 | 0,84 | 40 | 11,11 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3 107 | 3,02 | 261 | 11,06 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 462 | 1,41 | 788 | 15,40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 261 | 0,40 | 274 | 8,30 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 32 291 | 2,13 | 2 714 | 10,19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 112 300 | 12,41 | 9 440 | 44,88 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 220 | 187 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 53 619 | 19,21 | 4 507 | 28,62 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419 326 | 127,68 | 35 | 150,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16 410 | 2,15 | 1 379 | 5,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 62 934 | 4,91 | 5 290 | 13,18 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10 969 | 13,70 | 922 | 22,77 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 4 239 | 0,78 | 356 | 8,87 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 055 | 1 809,38 | 257 | 2 033,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 167 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 141 813 | 1 029,26 | 11 921 | 1 118,81 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 258 | 0,14 | 778 | 8,06 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 952 | 4,83 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 752 309 | 26,71 | 63 239 | 36,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376 386 | 7,71 | 32 | 14,81 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 128 290 | 117,43 | 10 784 | 134,59 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 4 108 | 1,48 | 345 | 9,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 273 176 | 22 963 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 4 978 | 7,49 | 418 | 16,11 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 117 500 | 7,07 | 9 877 | 15,51 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 26 213 | 2,17 | 2 204 | 10,21 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 458 | 30,86 | 38 | 40,74 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 986 | 13,24 | 503 | 22,38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 94 | 113,64 | 8 | 133,33 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 8 | 1 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 8 053 | 101,22 | 677 | 117,36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 190 130 | 33,73 | 16 | 36,36 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 526 | 9,13 | 44 | 18,92 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 15 278 | 6,44 | 1 284 | 14,85 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 847 | 7,90 | 71 | 16,39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 228 | 621,04 | 187 | 679,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 631 | 5,02 | 978 | 13,34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 779 | 19,01 | 906 | 29,24 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 310 | 5,53 | 615 | 13,91 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 146 720 | 1,02 | 12 333 | 16,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 829 | 136,73 | 4 | 200,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20 | 900,00 | 2 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8 293 | 10,78 | 697 | 19,55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 166 | 19,23 | 1 023 | 28,55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 767 283 | 32,56 | 64 520 | 42,76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 580 | 98,63 | 45 | 125,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 28 | 3,70 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 14 172 | 1 191 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 189 | 520 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 093 | 260 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 413 | 0,24 | 35 | 6,25 | ||||
| 2025-08-08 | 13F | Vestcor Inc | 63 127 | 966,15 | 5 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 809 | 236 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 6 224 | 1,60 | 523 | 9,64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 18 | −50,00 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 110 435 | 2,55 | 9 283 | 10,64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 091 253 | 2,05 | 175 791 | 10,10 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2 442 | 205 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 371 | 31 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 81 383 | 5,86 | 6 841 | 14,21 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 783 | 234 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 20 028 | 0,37 | 1 659 | 6,76 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 6 | 1 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 127 | 79,80 | 179 | 93,48 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 48 701 | 3,27 | 4 094 | 11,40 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 64 101 | 5 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 18 050 | 1,05 | 1 517 | 9,06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 854 | 1,36 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 77 236 | 52,41 | 6 492 | 64,44 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62 024 | 10,45 | 5 214 | 19,15 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 120 | 430 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2 725 | 229 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 243 810 | 1,09 | 104 555 | 9,05 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3 079 | 259 | ||||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3 835 | 322 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 9 058 | 2,20 | 761 | 10,29 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 12 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 175 634 | 10,37 | 14 764 | 19,07 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33 | 3 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 3 043 | 1,30 | 256 | 26,24 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 328 | 1,08 | 448 | 9,02 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 21 | 2 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 393 073 | 1,28 | 33 042 | 9,27 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 4 241 | 0,14 | 356 | 8,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 395 | 3,31 | 369 | 11,48 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 43 678 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 18 016 | 1 514 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 571 782 | 0,71 | 132 123 | 8,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 81 890 | 7,70 | 6 884 | 16,19 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 201 | 1 530 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 32 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 784 | 26,46 | 2 251 | 36,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127 641 | 30,83 | 10 615 | 39,57 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 15 079 | 0,37 | 1 268 | 8,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37 327 | 15,56 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 9 654 | 812 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 | 4,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 622 873 | 7,05 | 52 357 | 15,48 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3 722 | 4,99 | 313 | 13,04 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 348 672 | 13 357,04 | 29 309 | 14 481,59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 288 | 2,66 | 529 | 10,69 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4 870 | 0,39 | 409 | 8,49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 14 437 | 9,80 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 327 | 1 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 2 559 | 215 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 861 | 6,00 | 240 | 14,29 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 260 | 20 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8 356 | 78,85 | 702 | 92,86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 950 | 0,23 | 836 | 8,15 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 463 | 1,27 | 375 | 9,33 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 83 379 | 7 009 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 469 | 1,02 | 376 | 9,01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 158 | 191,62 | 181 | 217,54 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 29 | 7,41 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 996 453 | 16,13 | 83 762 | 25,28 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 277 165 | 28,55 | 22 661 | 26,25 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 227 | 19 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 171 | 64,42 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 100 903 | 20,37 | 8 317 | 36,25 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 636 | 10,60 | 474 | 19,14 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 67 | 1,52 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 235 123 | 25,92 | 19 764 | 35,84 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 1 050 | 88 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 814 | 235 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 487 | 41 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 2 806 | 1,63 | 236 | 9,30 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 15 804 | 8 306,38 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 115 | 262 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 105 213 | 10,21 | 8 844 | 18,90 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 18 436 | 15,24 | 1 550 | 24,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 468 678 | 1,66 | 39 398 | 9,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 281 | 1,81 | 24 | 9,52 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 557 | 215 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 76 900 | 6,51 | 6 464 | 16,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 880 | 0,38 | 3 689 | 8,28 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 279 | 9,97 | 360 | 18,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 480 | 5,76 | 881 | 13,84 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 13 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 741 | 21,34 | 230 | 30,68 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 240 | 1,99 | 777 | 10,07 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 805 | 9,62 | 320 | 18,15 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 44 749 | 3 762 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 13 759 | 6,77 | 1 158 | 15,47 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 55 125 | 6,34 | 4 635 | 14,76 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21 396 | 5,01 | 1 799 | 13,30 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 10 834 | 1,93 | 911 | 9,90 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 14 187 | 1 193 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 151 | 265 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 282 | 2,17 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 432 | 0,39 | 373 | 8,14 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 379 | 29,86 | 284 | 40,59 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 4 316 | 1,82 | 363 | 9,70 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 3 830 | 9,77 | 322 | 18,45 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 142 | 12 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3 106 | 3,29 | 261 | 11,54 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 382 | 200 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 25 291 | 2 126 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 59 345 | 3,52 | 4 989 | 11,69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 82 285 | 2,40 | 6 917 | 10,46 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4 470 | 0,04 | 376 | 7,76 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5 737 | 0,74 | 484 | 9,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 948 | 18,97 | 752 | 41,62 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 149 755 | 0,91 | 12 588 | 8,86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47 401 | 25,89 | 3 985 | 35,83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 439 656 | 4,57 | 36 957 | 12,81 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2 490 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 314 | 28,57 | 110 | 48,65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 799 | 235 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 38 130 | 0,42 | 3 205 | 8,35 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 2 545 | 214 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4 652 | 391 | ||||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 22 667 | 11,19 | 1 905 | 19,96 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 3 585 | 1,93 | 301 | 9,85 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 27 | 80,00 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 252 | 0,40 | 442 | 8,35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 465 | 207 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 525 | 2,85 | 211 | 9,90 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 186 311 | 15 661 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 109 857 | 2,53 | 9 235 | 10,61 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 12 962 | 1,26 | 1 090 | 8,68 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 10 946 | 0,27 | 920 | 8,24 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 5 754 | 87,61 | 484 | 102,09 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 326 | 64,72 | 111 | 79,03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5 392 | 453 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 20 569 | 2,78 | 1 729 | 10,90 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 16 429 | 19,69 | 1 381 | 29,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27 107 | 2 279 | ||||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 5 087 | 428 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 28 860 | 2 426 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 850 | 71,43 | 660 | 85,11 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 4 583 | 385 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 755 | 0,88 | 232 | 8,96 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7 344 | 328,22 | 617 | 363,91 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 71 385 | 6 001 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 29 801 | 14,80 | 2 505 | 23,89 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 386 | 0,97 | 789 | 8,98 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 5 493 | 0,16 | 462 | 3,36 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 91 | 8 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 83 656 | 643 407,69 | 7 032 | 703 100,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 271 | 89,54 | 443 | 105,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 88 300 | 445,06 | 7 422 | 488,11 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 69 885 | 0,75 | 5 445 | 11,03 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4 200 | 353 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 32 072 | 411,76 | 2 696 | 452,25 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 2 690 | 226 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7 745 | 0,01 | 653 | 10,68 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 81 473 | 1,71 | 6 873 | 10,13 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 83 344 | 1,04 | 7 006 | 8,99 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 90 | 1,12 | 8 | 16,67 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5 884 | 81,05 | 496 | 96,05 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 2 753 | 231 | ||||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 312 395 | 112,78 | 26 260 | 129,56 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 13 031 | 9,80 | 1 095 | 18,51 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 389 | 0,39 | 621 | 8,38 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4 888 | 4,36 | 402 | 6,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 519 794 | 9,41 | 379 934 | 18,03 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 544 915 | 45 806 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 83 | 2,47 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3 053 | 0,43 | 257 | 8,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 139 848 | 45,42 | 11 697 | 55,37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 135 | 1,50 | 11 | 10,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 487 | 41 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 808 | 4,70 | 824 | 13,03 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 211 320 | 4,28 | 17 764 | 12,50 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 11 755 | 0,56 | 988 | 8,57 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4 526 | 1,78 | 380 | 9,83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 134 221 | 26,71 | 11 283 | 36,70 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 065 | 0,05 | 342 | 8,23 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 649 | 223 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 297 | 2,84 | 697 | 10,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 513 119 | 118,93 | 43 133 | 136,18 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 68 988 | 5 799 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 41 115 | 0,63 | 3 456 | 8,58 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 192 | 16 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 43 389 | 60,28 | 3 650 | 66,36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 6 552 | 1,82 | 1 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 580 | 49 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 828 | 406 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 137 | 12 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 032 | 1,33 | 339 | 9,03 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13 856 | 86,91 | 1 165 | 101,73 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 7 231 | 5,73 | 608 | 14,10 |
