Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares MSCI Emerging Markets ex China ETF inkluderar Teacher Retirement System Of Texas, Adventist Health System/ West, Myriad Asset Management US LP, QAI - IQ Hedge Multi-Strategy Tracker ETF, Prasad Wealth Partners, LLC, Chatham Capital Group, Inc., MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, Bank Of Nova Scotia, KADENSA CAPITAL Ltd, Financial Partners Group, Inc, First Financial Bankshares Inc, Total Wealth Planning, Llc, WealthPlan Investment Management, LLC, Glenmede Investment Management, LP, Duncan Williams Asset Management, LLC, Strathmore Capital Advisors, Inc., Loomis Sayles & Co L P, Cove Private Wealth, LLC, K.J. Harrison & Partners Inc, och Capital Advantage, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 866 | 0,12 | 55 | 14,89 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 62 684 | 3,54 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 106 711 | 26,07 | 6 738 | 44,51 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 240 | 78 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13 641 | 4,46 | 861 | 19,75 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 41 109 | 11,06 | 2 596 | 27,27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 154 910 | 10,45 | 9 781 | 26,60 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 7 252 | 7,48 | 458 | 23,18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 120 427 | 86,75 | 7 604 | 114,05 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 5 525 | 38,23 | 349 | 58,18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 792 256 | 2,55 | 50 023 | 17,54 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 5 661 | 67,39 | 357 | 91,94 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 5 500 | 347 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 4 448 | 0,25 | 281 | 14,75 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 414 | 26 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 276 | 17,87 | 144 | 34,91 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32 861 | 1,60 | 2 075 | 16,45 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 174 646 | 5,90 | 11 027 | 21,38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 839 | 35,76 | 53 | 52,94 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 28 903 | 316,11 | 1 825 | 377,49 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 7 113 | 0,17 | 449 | 14,83 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 518 698 | 2,51 | 159 031 | 17,48 | ||||
| 2025-08-14 | 13F | Fmr Llc | 26 950 | 41,45 | 1 702 | 62,15 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 180 174 | 4,71 | 11 376 | 20,01 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9 184 | 0,69 | 580 | 15,34 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5 351 | 31,54 | 338 | 50,45 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 188 560 | 2,85 | 11 906 | 17,88 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 390 345 | 0,15 | 24 646 | 14,78 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 5 096 | 37,36 | 322 | 57,35 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 3 430 | 217 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 355 903 | 20 194 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 23 853 | 1,07 | 1 506 | 15,85 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 31 929 | 16,31 | 2 016 | 33,27 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 75 199 | 2,78 | 4 748 | 17,18 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 12 276 | 775 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 086 | 511 | ||||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 35 520 | 2 243 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4 921 | 311 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 310 675 | 1,62 | 19 616 | 16,48 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 116 550 | 9,92 | 7 359 | 25,97 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4 632 | 292 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 51 190 | 26,87 | 3 232 | 45,45 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 22 272 | 1 414 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 44 247 | 1,60 | 2 794 | 16,42 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 50 767 | 0,42 | 3 254 | 18,63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 425 416 | 3,02 | 26 861 | 18,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Advisors, LLC | 56 293 | 0,22 | 3 554 | 14,87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 355 | 564,36 | 212 | 681,48 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 235 | 204 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 998 | 7,11 | 2 904 | 22,79 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 3 221 | 203 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 100 | 2,14 | 69 | 16,95 | ||||
| 2025-08-01 | 13F | Teacher Retirement System Of Texas | 6 098 476 | 385 058 | ||||||
| 2025-08-12 | 13F | Camden National Bank | 61 105 | 11,36 | 3 858 | 27,66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 116 017 | 7,44 | 7 325 | 23,13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 758 | 3,80 | 364 | 19,02 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 090 031 | 2,36 | 68 825 | 17,32 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 289 906 | 17,47 | 18 305 | 34,63 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 46 933 | 4,10 | 2 963 | 19,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 347 | 0,16 | 780 | 14,73 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 14 978 | 946 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 331 | 1 160 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 12 710 | 24,80 | 803 | 42,96 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 76 168 | 22,14 | 4 817 | 40,90 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 143 559 | 7,73 | 9 064 | 23,47 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 997 | 821 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 925 500 | 2 157,32 | 58 436 | 2 487,95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 453 | 218 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 163 525 | 0,15 | 10 325 | 14,79 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 42 150 | 4,01 | 2 322 | 1,57 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 70 459 | 0,87 | 4 449 | 15,59 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 41 728 | 7,25 | 2 635 | 22,91 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 710 | 362,16 | 108 | 435,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 2 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 59 924 | 18 626,25 | 3 784 | 22 152,94 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10 416 | 7,17 | 658 | 22,80 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 61 835 | 5,25 | 3 904 | 20,64 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3 305 | 209 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 411 | 87,36 | 1 099 | 115,07 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 191 | 201 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 416 | 61,87 | 26 | 85,71 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 210 | 203 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41 421 | 24,22 | 2 615 | 42,43 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 336 | 127,09 | 211 | 162,50 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 12 657 | 630,77 | 799 | 741,05 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 339 800 | 21 455 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 557 991 | 19,11 | 35 232 | 50,17 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 215 | 0,47 | 14 | 18,18 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30 199 | 1 907 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 26 226 | 37,81 | 1 656 | 57,92 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 088 901 | 1,31 | 59 988 | 0,65 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 795 | 3,38 | 619 | 18,62 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 3 551 | 224 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 29 977 | 7,89 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 101 171 | 4,96 | 6 388 | 20,28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 243 985 | 6,12 | 15 405 | 21,57 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 22 950 | 1,36 | 1 449 | 16,20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 482 | 7,47 | 220 | 23,03 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 52 658 | 2,55 | 2 901 | 1,86 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 64 299 | 0,51 | 4 060 | 15,18 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 14 426 | 9,22 | 911 | 25,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 33 180 | 2 095 | ||||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 19 275 | 0,82 | 1 217 | 15,57 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 240 | 205 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 125 186 | 1,64 | 7 904 | 16,51 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37 149 | 239,85 | 2 346 | 289,53 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 697 282 | 0,16 | 44 026 | 14,79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 99 098 | 30,76 | 6 257 | 49,87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 439 | 91 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 39 478 | 42,98 | 2 493 | 63,84 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 30 031 | 0,23 | 1 896 | 14,91 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 211 | 266 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 29 669 | 1 873 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 693 | 63,44 | 44 | 86,96 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 129 525 | 8 178 | ||||||
| 2025-08-14 | 13F | Southport Management, L.l.c. | 7 500 | 474 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 219 985 | 6,39 | 13 890 | 21,94 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77 600 | 251,50 | 4 900 | 302,88 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 135 022 | 1,36 | 8 525 | 16,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894 674 | 634,92 | 56 490 | 742,37 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 54 637 | 2,07 | 3 450 | 16,99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32 264 | 18,10 | 2 037 | 35,35 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 479 | 37,25 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 71 720 | 8,13 | 4 536 | 24,11 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 29 669 | 1,75 | 1 873 | 16,63 | ||||
| 2025-07-16 | 13F | Novem Group | 11 545 | 5,19 | 729 | 20,53 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 4 907 | 7,56 | 310 | 23,11 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 10 365 | 654 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 7 395 | 12,54 | 467 | 29,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 235 | 430,82 | 1 278 | 508,10 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3 505 | 221 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 8 925 | 564 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6 530 | 412 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18 300 | 88,66 | 1 155 | 116,29 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1 342 097 | 184,82 | 85 | 236,00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 100 000 | 6 314 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 12 832 | 812 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 465 | 0 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3 595 | 227 | ||||||
| 2025-08-12 | 13F | Legal & General Group Plc | 339 195 | 60,91 | 21 418 | 83,45 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 39 837 | 1,10 | 2 515 | 15,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 948 | 249 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 500 | 0,02 | 726 | 14,69 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 328 | 21 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 241 130 | 20,34 | 15 225 | 37,91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 169 769 | 35,50 | 10 718 | 55,18 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1 701 | 3,22 | 107 | 18,89 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8 370 | 0,70 | 529 | 15,54 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4 657 | 294 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 25 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 58 | 4 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 139 511 | 2,50 | 8 809 | 17,47 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 417 | 5,91 | 531 | 21,51 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 9 777 | 617 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 716 123 | 6,56 | 424 056 | 22,13 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 3 188 | 201 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21 600 | 66,10 | 1 364 | 90,36 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 735 | 5,76 | 46 | 21,05 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11 794 | 1,65 | 745 | 16,43 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 16 856 | 10,50 | 1 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 633 429 | 39 995 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 3 360 | 212 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 53 214 | 10,26 | 3 360 | 26,37 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 732 | 1,10 | 40 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 669 | 6,37 | 105 | 22,09 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 163 734 | 0,56 | 10 338 | 15,26 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 266 | 17 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 216 449 | 7,84 | 13 725 | 24,13 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 584 | 37 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25 267 | 3,60 | 1 595 | 18,76 | ||||
| 2025-08-13 | 13F | Natixis | 11 567 | 730 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 297 964 | 6,08 | 19 | 20,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 132 | 4,22 | 640 | 19,44 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 4 325 | 18,01 | 238 | 17,24 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 34 244 | 2 162 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 40 480 | 0,31 | 2 556 | 14,93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5 500 | 5,77 | 347 | 21,33 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 115 825 | 7 313 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6 738 | 2,28 | 425 | 17,40 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 705 390 | 3,22 | 44 538 | 18,31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22 126 | 1,08 | 1 396 | 19,21 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 727 | 0,94 | 298 | 15,95 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13 900 | 878 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 941 | 1,18 | 59 | 15,69 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 68 968 | 4 355 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13 321 | 1,95 | 845 | 20,03 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 105 589 | 13,83 | 6 667 | 30,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14 098 | 0,97 | 890 | 15,73 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 317 476 | 0,52 | 20 045 | 15,21 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 829 | 1,10 | 52 | 15,56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 27 303 | 467,04 | 1 724 | 550,19 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 2 690 | 170 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 8 889 | 561 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 375 | 25,32 | 527 | 43,21 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 212 682 | 1,47 | 13 486 | 22,85 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 6 493 | 410 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 6 793 | 1,87 | 437 | 30,93 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 20 750 | 1 310 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 559 | 225 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 27 846 | 1 758 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 632 | 6,76 | 40 | 21,88 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 51 746 | 6,20 | 3 273 | 21,91 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 15 000 | 947 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 20 723 | 141,95 | 1 308 | 177,71 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 480 002 | 30 307 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 407 | 7,79 | 783 | 23,50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 604 339 | 2,69 | 101 298 | 17,70 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 17 | 1 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 53 345 | 21,88 | 3 368 | 39,69 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 175 347 | 5,11 | 11 071 | 20,47 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 324 | 11,17 | 84 | 27,69 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8 872 | 1,59 | 560 | 16,42 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 89 224 | 37,37 | 5 634 | 57,43 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 85 354 | 23,19 | 5 389 | 41,18 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 501 | 32 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3 232 | 204 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 124 363 | 1,77 | 6 851 | 1,11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 070 | 636 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18 396 | 29,89 | 1 162 | 43,51 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 139 113 | 3,60 | 8 784 | 18,74 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 428 874 | 10,81 | 27 079 | 27,01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15 805 | 3,68 | 998 | 18,83 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 837 660 | 52 890 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 85 | 1,19 | 5 | 25,00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 11 587 | 13,64 | 732 | 30,30 | ||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 46 933 | 4,10 | 2 965 | 19,46 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 606 | 50,89 | 859 | 73,19 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4 719 | 1,61 | 298 | 16,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81 874 | 17,90 | 5 170 | 34,26 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 131 074 | 3,13 | 8 276 | 18,21 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 3 535 | 223 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 942 | 249 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 50 349 | 3,37 | 3 179 | 18,49 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 9 000 | 568 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 77 221 | 3,21 | 4 876 | 18,30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 780 243 | 1 166,91 | 112 405 | 1 352,06 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 67 992 | 1,71 | 4 293 | 16,59 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 19 386 | 3,34 | 1 224 | 18,49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 292 | 1,06 | 1 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 2 677 | 19,62 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 590 | 290 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 72 275 | 7,62 | 4 563 | 23,36 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 4 178 | 264 | ||||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 746 842 | 1,21 | 47 156 | 15,99 | ||||
| 2025-08-14 | 13F | Rafferty Asset Management, LLC | 15 303 | 44,78 | 966 | 65,98 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 66 994 | 57,76 | 4 230 | 80,80 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11 289 | 11,46 | 713 | 27,83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 446 003 | 1,29 | 28 160 | 16,09 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 123 | 8 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 81 312 | 13,32 | 5 134 | 29,91 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 4 467 | 283 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42 104 | 9,00 | 2 707 | 27,16 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 28 794 | 0,66 | 1 818 | 15,43 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 40 957 | 12,84 | 2 586 | 29,36 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 506 | 32 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 40 503 | 13,54 | 2 557 | 30,13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 530 | 90,36 | 728 | 118,62 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 33 575 | 25,89 | 1 850 | 25,10 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 447 319 | 4,79 | 28 244 | 20,11 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 65 574 | 7,06 | 4 140 | 19,65 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 12 160 | 0,12 | 768 | 14,65 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3 | 200,00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 124 212 | 3,52 | 8 | 16,67 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 445 056 | 28 101 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 839 | 252,52 | 53 | 300,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 77 670 | 1,52 | 4 904 | 16,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | 1 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 87 932 | 1,13 | 5 552 | 15,91 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 067 | 0,19 | 67 | 15,52 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6 977 | 82,41 | 441 | 109,52 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 401 493 | 0,97 | 25 350 | 15,73 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 11 | 1 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 39 554 | 12,78 | 2 497 | 29,24 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 137 | 64,53 | 387 | 88,78 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 729 475 | 7,91 | 46 205 | 23,39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 073 | 26,55 | 392 | 27,69 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 105 518 | 6 662 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14 885 | 113,13 | 940 | 144,53 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 40 712 | 2,35 | 2 571 | 17,30 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 016 | 64 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 551 780 | 4,78 | 97 979 | 20,09 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 239 | 331 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 165 573 | 2,94 | 10 454 | 17,99 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 52 270 | 1,62 | 3 300 | 16,48 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7 618 | 481 | ||||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5 686 | 0,71 | 359 | 15,43 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8 574 | 543 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5 027 | 10,68 | 317 | 26,80 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 926 | 248 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 100 599 | 11,90 | 6 | 50,00 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 629 810 | 39 766 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 226 | 204 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 156 173 | 9 861 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 270 | 206 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 356 124 | 944,00 | 527 606 | 1 096,57 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 16 760 | 3,48 | 1 058 | 18,61 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30 123 | 1 902 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12 313 | 3,81 | 777 | 18,99 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 101 921 | 0,76 | 6 435 | 15,49 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 22 875 | 1 444 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 10 885 | 0,99 | 687 | 15,85 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 32 823 | 3,30 | 2 073 | 18,40 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 55 438 | 0,33 | 3 500 | 15,02 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 127 019 | 2,93 | 8 020 | 17,96 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 43 867 | 2 770 | ||||||
| 2025-07-02 | 13F | Norway Savings Bank | 78 792 | 2,00 | 4 975 | 16,90 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 126 | 0,80 | 8 | 16,67 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 9 675 | 87,86 | 611 | 115,55 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 343 | 211 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 946 525 | 0,45 | 59 764 | 15,13 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 30 | 2 | ||||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 15 486 | 978 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 292 | 36,14 | 82 | 55,77 | ||||
| 2025-08-07 | 13F | Commerce Bank | 60 781 | 21,35 | 3 838 | 39,07 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3 985 | 251 | ||||||
| 2025-08-14 | 13F | KADENSA CAPITAL Ltd | 58 352 | 3 684 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50 114 | 4,86 | 3 164 | 20,21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 875 | 133,86 | 245 | 168,13 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 63 689 | 6,75 | 4 021 | 22,37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21 925 | 4,13 | 1 384 | 19,41 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20 013 | 4,07 | 1 103 | 3,38 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 278 | 27 700,00 | 18 | 13,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12 855 | 13,74 | 812 | 30,39 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 540 145 | 26,46 | 34 105 | 44,94 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 68 853 | 2,43 | 4 347 | 17,39 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 98 312 | 15,71 | 6 207 | 32,63 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 33 991 | 3,17 | 2 146 | 18,24 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 214 717 | 30,32 | 14 | 44,44 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 56 825 | 7,36 | 3 588 | 23,05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 26 700 | 1 686 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 832 | 80,09 | 53 | 108,00 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 375 | 74,05 | 87 | 100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 166 | 418,75 | 10 | 900,00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 69 499 | 7,47 | 4 388 | 23,19 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 64 756 | 0,70 | 4 089 | 15,42 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 415 | 26 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 358 353 | 0,30 | 148 906 | 14,96 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 43 008 | 3,71 | 2 715 | 18,87 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 410 170 | 1,45 | 25 898 | 16,28 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 53 860 | 0,22 | 3 | −99,90 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 56 878 | 1,63 | 3 591 | 16,48 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 106 300 | 5,59 | 6 712 | 21,01 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 620 357 | 2,19 | 39 169 | 17,13 |
