Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI EAFE Growth ETF inkluderar Itau Unibanco Holding S.A., Trust Co Of Toledo Na /oh/, Glenmede Investment Management, LP, Barden Capital Management, Inc., Stark Wealth Management LLC, Midwest Trust Co, Vise Technologies, Inc., Tradewinds, LLC., Bradley Foster & Sargent Inc/ct, Americana Partners, LLC, Custom Index Systems, Llc, JustInvest LLC, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Richmond Investment Services, LLC, Mosaic Advisors LLC, Evolution Wealth Management Inc., Foster Group, Inc., Consolidated Portfolio Review Corp, och Empower Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14 654 | 6,58 | 1 641 | 19,43 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17 824 | 4,15 | 1 996 | 16,66 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 5 552 | 622 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2 539 | 284 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 270 | 62,02 | 1 710 | 81,53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 250 | 1,07 | 2 044 | 13,24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 490 315 | 4,85 | 54 915 | 17,43 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 11 202 | 1,26 | 1 250 | 13,02 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 7 733 | 237,10 | 866 | 278,17 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9 309 | 9,57 | 1 026 | 20,28 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 95 131 | 9,59 | 9 513 | 13,18 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 9 267 | 1 038 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 132 344 | 2,36 | 14 823 | 14,65 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 205 | 0,08 | 135 | 11,67 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8 540 | 1,04 | 854 | 4,28 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 33 928 | 6,42 | 3 800 | 19,17 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 39 907 | 77,09 | 4 470 | 98,36 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 331 | 101,67 | 149 | 125,76 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 29 517 | 7,88 | 3 306 | 20,84 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 9 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 977 | 221 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 870 647 | 94,03 | 97 512 | 117,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 713 | 14,79 | 4 448 | 32,79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13 207 | 6,34 | 1 479 | 19,08 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 494 066 | 1,59 | 55 335 | 13,78 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 29 206 | 12,24 | 3 271 | 25,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 306 | 2,10 | 1 154 | 14,37 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 127 743 | 0,16 | 14 307 | 15,08 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 292 513 | 20,03 | 32 761 | 34,44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 89 392 | 6,38 | 10 012 | 19,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 548 610 | 0,79 | 61 444 | 12,88 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 142 | 0,71 | 16 | 7,14 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 976 | 1 565 | ||||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 90 361 | 10 120 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 56 912 | 27,51 | 6 374 | 42,82 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 35 668 | 0,40 | 3 995 | 12,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 598 189 | 1,06 | 179 | 12,66 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 292 | 5,50 | 929 | 18,07 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 53 | 6 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 867 | 0,52 | 2 337 | 12,63 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 510 | 153,78 | 169 | 186,44 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18 249 | 6,83 | 2 044 | 19,61 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 210 816 | 1,70 | 23 611 | 13,91 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 64 306 | 0,17 | 7 202 | 12,20 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 2 394 | 268 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 4 128 | 462 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 110 | 6,40 | 348 | 19,18 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 52 072 | 29,12 | 5 832 | 44,64 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 39 069 | 2,47 | 4 376 | 14,77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 245 | 48,41 | 1 147 | 66,23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 374 | 1 526,09 | 42 | 1 950,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 074 325 | 5,66 | 680 324 | 18,33 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 502 | 18,18 | 728 | 32,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 314 718 | 23,32 | 35 249 | 38,11 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 2 689 | 301 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 929 210 | 0,65 | 104 | 13,04 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 36 612 | 0,90 | 4 100 | 13,01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 780 | 72,95 | 87 | 93,33 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 316 | 35 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 216 112 | 0,62 | 24 205 | 12,70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 246 | 63,51 | 700 | 82,98 | ||||
| 2025-08-11 | 13F | Eq Llc | 94 474 | 19,68 | 10 581 | 34,06 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10 469 | 1 173 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 922 | 34,32 | 439 | 50,86 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 7 316 | 21,79 | 819 | 36,50 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 45 938 | 9,18 | 5 145 | 22,30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 141 348 | 2,46 | 15 831 | 14,76 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 169 | 1,20 | 19 | 12,50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 171 319 | 1,98 | 19 188 | 14,22 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 10 980 | 5,68 | 1 192 | 10,58 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 22 755 | 0,86 | 2 549 | 12,94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16 536 | 1,79 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 46 757 | 12,09 | 5 237 | 25,53 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 947 | 218 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1 888 | 211 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 53 115 | 0,34 | 5 949 | 12,37 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2 918 | 327 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 872 | 8,46 | 434 | 21,63 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 212 567 | 4,42 | 23 808 | 16,95 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 984 | 0,10 | 110 | 12,24 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 425 | 3,95 | 496 | 16,47 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 847 | 8,38 | 655 | 21,34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 774 | 6,91 | 983 | 19,76 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 849 | 207 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 48 184 | 10,17 | 5 397 | 23,39 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 9 052 | 1 014 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 18 036 | 101,97 | 2 020 | 126,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 608 756 | 6,48 | 68 181 | 19,26 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 3 003 | 18,46 | 336 | 32,81 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2 865 | 11,70 | 321 | 25,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6 147 | 7,45 | 688 | 20,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37 886 | 8,31 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 672 571 | 3,15 | 75 328 | 15,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 793 | 31,19 | 313 | 47,17 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 6 704 | 16,01 | 751 | 29,98 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 42 163 | 697,18 | 4 722 | 794,32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 358 | 0,07 | 1 048 | 12,09 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 87 299 | 409,33 | 8 730 | 426,16 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 23 732 | 7,21 | 2 658 | 20,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 333 981 | 8,03 | 149 | 21,14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 48 703 | 1,71 | 5 421 | 14,11 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 263 | 0,77 | 29 | 11,54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 553 717 | 23,39 | 62 016 | 38,20 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 2 220 | 1,14 | 249 | 13,24 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 339 | 374 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15 356 | 25,77 | 1 720 | 40,90 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 38 290 | 2,81 | 4 288 | 15,15 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 7 379 | 1,33 | 826 | 13,46 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 378 | 5,52 | 1 386 | 18,16 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 315 205 | 5,01 | 147 303 | 17,61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13 064 | 24,40 | 1 463 | 39,33 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 28 060 | 114,44 | 3 | 200,00 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 4 128 | 462 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 326 | 0,70 | 597 | 12,88 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17 258 | 0,34 | 1 933 | 12,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26 665 | 8,91 | 2 960 | 21,96 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12 341 | 152,58 | 1 382 | 183,20 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 588 | 987,39 | 290 | 1 156,52 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 6 081 | 7,32 | 681 | 20,32 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 24 718 | 7,83 | 2 768 | 20,77 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 21 530 | 4,43 | 2 411 | 16,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 374 190 | 2,43 | 41 909 | 14,72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 20 688 | 0,16 | 2 317 | 12,20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 597 452 | 12,29 | 66 915 | 25,76 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 891 | 100 | ||||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21 270 | 2 382 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 295 | 17,79 | 1 825 | 31,89 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 409 | 270 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15 303 | 5,89 | 1 714 | 18,55 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 12 | 1 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 3 811 | 1,09 | 425 | 25,44 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 17 887 | 1,00 | 2 003 | 13,10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 32 578 | 4,67 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 52 500 | 21,71 | 5 880 | 36,31 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 515 | 58 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 359 234 | 11 098,07 | 3 | −99,06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 179 | 0,56 | 20 | 11,76 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 63 114 | 3,03 | 7 069 | 15,40 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 | −69,81 | 2 | −80,00 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 633 | 5,24 | 1 079 | 17,81 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 800 | 202 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 33 834 | 1,89 | 3 789 | 14,13 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 551 | 3,55 | 510 | 15,95 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 051 | 12,05 | 1 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 497 | 62,88 | 392 | 82,71 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 4 666 | 0,26 | 523 | 12,26 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6 622 | 742 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 727 | 1,57 | 1 201 | 13,73 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12 747 | 8,37 | 1 428 | 21,34 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 2 127 | 0,90 | 238 | 13,33 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 497 817 | 4,75 | 55 755 | 17,32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 097 | 347 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 71 510 | 1,65 | 8 009 | 13,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 147 883 | 5,98 | 464 563 | 18,69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79 342 | 11,04 | 8 886 | 24,37 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 051 | 0,15 | 230 | 12,25 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 55 217 | 5,28 | 6 184 | 17,93 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 52 130 | 5,10 | 5 839 | 17,73 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 943 | 1,15 | 554 | 13,32 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 12 777 | 22,36 | 1 431 | 37,07 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 2 265 | 10,54 | 254 | 24,02 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 722 | 2,74 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3 237 | 1,98 | 363 | 14,20 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4 903 | 17,21 | 549 | 31,34 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 5 058 | 3,29 | 567 | 15,75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 576 | 387,82 | 1 070 | 442,64 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 065 | 23,07 | 455 | 37,88 | ||||
| 2025-06-30 | NP | EAFG - Pacer Developed Markets Cash Cows Growth Leaders ETF | 10 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 229 | 138 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 36 063 | 4,61 | 4 039 | 17,17 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 85 | 10 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 483 | 0,55 | 950 | 12,69 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 74 247 | 6,37 | 8 316 | 19,14 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 32 012 | 13,98 | 3 585 | 27,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 22 632 | 6,11 | 2 535 | 18,86 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 17 997 | 4,96 | 2 016 | 17,56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 167 865 | 0,43 | 130 801 | 12,48 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 19 589 | 6,53 | 2 194 | 19,37 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 82 638 | 1,82 | 9 255 | 14,03 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 41 426 | 234,11 | 4 627 | 273,45 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 822 | 316 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 270 429 | 2,06 | 30 288 | 14,31 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 26 207 | 6,16 | 2 935 | 18,92 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 453 | 1,04 | 163 | 13,29 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8 999 | 2,96 | 1 008 | 15,35 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 32 | 4 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 2 651 | 1,53 | 297 | 13,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51 129 | 20,21 | 5 726 | 34,63 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2 112 | 2,57 | 237 | 15,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 446 088 | 19,71 | 49 958 | 33,90 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 57 | 6 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 379 673 | 128,57 | 42 523 | 156,01 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 139 401 | 4,92 | 15 174 | 14,03 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 13 423 | 0,99 | 1 503 | 12,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 920 944 | 0,64 | 1 895 108 | 12,72 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 3 256 | 0,87 | 365 | 13,04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 158 862 | 49,01 | 17 793 | 66,89 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7 322 | 0,99 | 820 | 13,10 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 12 459 | 0,06 | 1 395 | 12,05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62 200 | 6,37 | 6 966 | 19,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 132 898 | 14 885 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 581 | 0,20 | 518 | 7,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32 681 | 2,09 | 3 660 | 14,34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 372 | 47,64 | 714 | 65,43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23 104 | 843,41 | 2 588 | 956,33 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 461 405 | 0,99 | 51 677 | 13,11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 74 921 | 3,07 | 8 391 | 15,45 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 668 262 | 4,81 | 74 845 | 17,39 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10 582 | 13,13 | 1 185 | 26,74 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 66 611 | 71,40 | 7 460 | 98,25 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 048 | 0,69 | 229 | 12,81 | ||||
| 2025-08-07 | 13F | Commerce Bank | 66 697 | 5,88 | 7 470 | 18,59 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 140 770 | 0,75 | 15 766 | 12,85 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 881 | 323 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 3 816 | 0,50 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2 259 | 253 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2 725 | 11,22 | 305 | 24,49 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 89 673 | 3,44 | 10 043 | 11,02 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 18 033 | 0,09 | 2 020 | 12,10 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 20 903 | 2 341 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 93 696 | 0,37 | 10 494 | 12,42 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 57 489 | 8,45 | 6 439 | 21,45 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 574 | 288 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 112 | 4,37 | 573 | 16,97 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 852 | 7,42 | 207 | 20,35 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 250 | 28 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 577 | 4,45 | 737 | 17,01 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 63 797 | 9,95 | 7 145 | 23,15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 725 | 66,67 | 81 | 88,37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 29 159 | 0,24 | 3 266 | 12,28 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 29 616 | 1,21 | 3 317 | 13,33 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 3 503 | 392 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 2 403 | 0,33 | 269 | 12,55 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 338 | 38 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 125 864 | 88,68 | 14 097 | 111,33 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 20 026 | 3,84 | 2 243 | 16,29 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9 802 | 7,38 | 1 098 | 20,29 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 993 | 25,98 | 671 | 41,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 679 840 | 0,61 | 76 142 | 12,68 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 9 774 | 23,74 | 1 096 | 42,21 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 42 065 | 1,76 | 4 711 | 13,98 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 78 966 | 525,37 | 8 844 | 600,79 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 371 | 1,87 | 378 | 14,24 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70 680 | 25,02 | 7 916 | 40,03 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 433 332 | 5,42 | 48 533 | 18,07 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 3 094 | 347 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 140 | 16 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 084 | 4,10 | 233 | 13,11 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 094 | 0,78 | 1 355 | 12,83 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 474 | 389 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 4 055 | 66,19 | 454 | 86,07 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 16 920 | 1 845 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 7 235 | 44,87 | 810 | 62,32 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5 337 | 22,46 | 598 | 37,24 | ||||
| 2025-07-02 | 13F | InvesTrust | 18 021 | 1,69 | 2 018 | 13,88 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2 949 | 11,20 | 330 | 24,53 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 18 844 | 22,78 | 2 111 | 37,55 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3 443 | 0,53 | 386 | 12,57 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 88 784 | 1,58 | 9 944 | 13,76 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 83 991 | 6,59 | 9 407 | 19,38 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 185 | 15,17 | 1 365 | 28,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 556 | 3,76 | 510 | 16,17 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 140 | 7,04 | 688 | 18,65 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 40 310 | 6,28 | 4 515 | 19,04 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 799 | 202 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12 931 | 6,15 | 1 448 | 18,88 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 39 904 | 0,44 | 4 469 | 12,48 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 13 866 | 0,95 | 1 553 | 13,04 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 9 062 | 263,79 | 1 015 | 307,23 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 652 | 297 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 2 126 | 238 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 26 792 | 19,28 | 3 001 | 33,57 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 335 | 0,66 | 598 | 12,64 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 157 457 | 9,00 | 17 635 | 22,08 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 6 209 | 3,41 | 695 | 15,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 260 923 | 0,43 | 29 | 16,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 510 | 103,44 | 725 | 126,56 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 22 150 | 0,07 | 2 481 | 12,07 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 120 993 | 0,38 | 13 551 | 5,85 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 25 147 | 0,52 | 2 761 | 11,20 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 33 410 | 7,71 | 3 742 | 20,64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12 240 | 61,24 | 1 371 | 80,50 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 33 943 | 3 802 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 79 128 | 9,28 | 8 862 | 22,39 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 643 | 46,91 | 296 | 65,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49 377 | 9,69 | 5 530 | 22,86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 924 | 89 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 30 204 | 6,60 | 3 383 | 19,38 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 48 872 | 1,85 | 5 474 | 14,07 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 59 179 | 1,77 | 6 628 | 13,98 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 3 625 | 15,23 | 406 | 28,98 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14 593 | 0,32 | 1 634 | 12,38 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 233 | 0,74 | 623 | 4,01 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 16 171 | 11,86 | 1 811 | 25,33 | ||||
| 2025-08-12 | 13F | Bokf, Na | 299 156 | 0,42 | 33 505 | 12,47 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 34 579 | 1,59 | 3 873 | 13,78 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 10 925 | 21,35 | 1 224 | 35,89 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 19 735 | 1,89 | 2 121 | 9,56 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 39 018 | 2,33 | 4 370 | 14,61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2 481 | 1,56 | 278 | 13,52 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 103 227 | 16,56 | 11 561 | 30,54 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 32 751 | 12,31 | 3 668 | 25,79 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 14 681 | 1 644 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 190 537 | 6,44 | 21 340 | 19,22 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4 067 | 41,08 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 7 010 | 3,01 | 785 | 15,44 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 263 985 | 0,17 | 29 566 | 12,19 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 714 | 38,79 | 416 | 55,43 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 190 | 21 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 65 | 1,56 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 53 300 | 23,77 | 5 877 | 32,04 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 4 769 | 1,00 | 534 | 13,14 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 12 352 | 2,53 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 609 318 | 20,63 | 68 244 | 35,11 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 2 010 | 225 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 75 733 | 8 482 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 402 | 1,36 | 9 901 | 13,53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 16 094 | 769,48 | 1 803 | 874,05 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 39 318 | 2,33 | 4 404 | 14,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 128 230 | 38,61 | 14 362 | 53,95 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38 140 | 626,20 | 4 272 | 713,52 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 386 | 43 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 4 180 | 468 | ||||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 33 316 | 7,63 | 3 731 | 20,55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 192 036 | 1,90 | 21 508 | 14,12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 93 714 | 23,69 | 10 508 | 38,70 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 8 934 | 5,57 | 1 001 | 18,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 126 244 | 3,72 | 14 139 | 16,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 242 079 | 1,13 | 138 664 | 12,88 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 694 | 1,24 | 302 | 13,16 | ||||
| 2025-09-03 | 13F | American Trust | 2 539 | 284 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 75 750 | 0,99 | 8 484 | 13,11 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2 957 | 331 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 57 420 | 24,83 | 6 | 50,00 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 973 | 1,92 | 333 | 14,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 36 326 | 10,94 | 4 069 | 24,25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 66 268 | 2,04 | 7 422 | 14,29 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 778 | 3,62 | 311 | 19,16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114 161 | 2,22 | 12 786 | 14,49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 148 | 1,84 | 1 697 | 14,06 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 146 947 | 0,59 | 16 458 | 12,66 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 4 121 | 0,02 | 462 | 11,89 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 124 406 | 23,01 | 13 933 | 37,77 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 35 241 | 4,81 | 3 947 | 17,40 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2 125 | 238 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 6 475 | 129,12 | 725 | 157,09 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 199 | 22,01 | 358 | 36,64 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21 828 | 2,83 | 2 445 | 15,17 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 28 746 | 0,34 | 3 220 | 12,40 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 31 092 | 1,95 | 3 482 | 14,20 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 422 | 6,35 | 495 | 19,28 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3 997 | 38,26 | 448 | 54,67 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 8 698 | 103,80 | 1 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 23 614 | 0,36 | 2 645 | 25,01 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 445 172 | 4,28 | 49 859 | 16,79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 16 235 | 5,10 | 1 818 | 17,75 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2 449 | 245 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 1 831 | 205 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 807 | 202 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 804 | 202 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 272 | 6,64 | 478 | 19,50 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 16 136 | 2,97 | 1 614 | 6,33 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 82 689 | 2,73 | 9 355 | 16,23 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 22 990 | 3,89 | 2 575 | 16,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 284 493 | 1,21 | 31 863 | 13,35 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 373 | 2,51 | 266 | 14,72 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10 615 | 6,42 | 1 189 | 19,16 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 250 300 | 28 034 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 16 489 | 10,96 | 1 847 | 24,23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 869 | 209 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 3 666 | 5,56 | 411 | 18,16 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1 900 | 213 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 440 876 | 0,81 | 49 378 | 12,91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 39 613 | 199,30 | 4 437 | 235,30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 428 | 0,03 | 1 616 | 12,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 132 233 | 26,01 | 14 810 | 41,14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 24 372 | 1,45 | 2 730 | 13,61 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 211 | 0,96 | 24 | 15,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 128 037 | 10,61 | 14 340 | 23,89 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 32 607 | 458,34 | 3 652 | 526,24 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 084 | 0,88 | 1 465 | 12,95 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 452 138 | 5,98 | 50 639 | 18,69 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 52 017 | 3,57 | 5 826 | 15,99 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 1 834 | 205 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 27 000 | 3 024 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17 441 | 1,22 | 1 953 | 13,41 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 4 124 | 0,05 | 462 | 11,89 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 882 | 0,40 | 995 | 12,44 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 73 | 1,39 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 27 934 | 3,22 | 3 129 | 15,59 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 20 854 | 94,93 | 2 336 | 118,43 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 590 | 290 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 80 359 | 1,94 | 9 000 | 14,18 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 4 282 | 2,61 | 480 | 14,87 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 59 764 | 0,83 | 6 694 | 12,92 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 41 | 272,73 | 5 | 300,00 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 246 | 28 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 593 | 3,46 | 626 | 15,93 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 56 930 | 2,29 | 6 376 | 14,57 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8 456 | 0,30 | 947 | 12,34 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 39 106 | 5,95 | 4 380 | 18,64 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 332 853 | 12,16 | 37 280 | 25,62 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 487 | 55 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 55 237 | 6 187 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6 749 | 6,69 | 756 | 19,46 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 91 497 | 10 248 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 8 585 | 2,21 | 962 | 14,54 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 32 800 | 9,36 | 3 674 | 22,47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 196 131 | 5,33 | 21 967 | 17,97 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3 876 | 434 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 10 618 | 2,76 | 1 189 | 15,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 664 514 | 0,14 | 74 | 12,12 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 12 822 | 8,85 | 1 436 | 21,90 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 64 282 | 2,43 | 7 200 | 14,73 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 8 229 | 25,08 | 922 | 40,18 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 17 294 | 13,96 | 1 937 | 27,62 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 2 468 | 17,86 | 276 | 32,06 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 6 055 | 0,40 | 678 | 12,44 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 122 454 | 2,83 | 13 715 | 15,18 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 8 240 | 0,99 | 923 | 13,13 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 7 595 | 6,28 | 845 | 12,07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 445 | 50 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2 090 | 4,34 | 234 | 17,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3 342 | 374 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 202 | 4,02 | 247 | 16,59 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 3 641 | 55,47 | 408 | 73,93 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 630 | 94,51 | 183 | 119,28 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 85 | 8 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 128 593 | 2,16 | 14 402 | 14,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 964 344 | 0,42 | 108 006 | 12,47 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 429 | 0,03 | 384 | 12,28 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 005 | 225 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 142 | 0,18 | 128 | 11,40 |
