Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares ESG Aware MSCI EM ETF inkluderar Capitolis Liquid Global Markets LLC, rebel Financial LLC, Crux Wealth Advisors, Wealth Advisory Team LLC, USA Financial Portformulas Corp, Prism Advisors, Inc., Ryan Investment Management, Inc., Midwest Trust Co, Penobscot Wealth Management, Barometer Capital Management Inc., Bradley Foster & Sargent Inc/ct, Financial Alternatives, Inc, R. W. Roge & Company, Inc., Curtis Advisory Group, LLC, MBE Wealth Management, LLC, WealthPlan Investment Management, LLC, McAdam, LLC, Concurrent Investment Advisors, LLC, Glenmede Investment Management, LP, och Twin Peaks Wealth 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 30 688 | 0,95 | 1 202 | 13,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55 074 | 3,91 | 2 157 | 16,47 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 5 219 | 204 | ||||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 6 047 | 237 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 6 434 | 0,09 | 252 | 12,50 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 11 193 | 0,37 | 438 | 12,60 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17 916 | 30,02 | 702 | 45,74 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 416 | 0,83 | 290 | 12,84 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 20 497 | 1,91 | 803 | 14,25 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A 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 | 19 280 | 0,64 | 678 | 3,04 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 5 747 | 225 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 258 | 7,95 | 10 | 25,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 348 | 2,89 | 366 | 15,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 680 234 | 7,11 | 26 645 | 20,05 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional 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 | 8 386 | 2,92 | 295 | 5,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 36 972 | 9,11 | 1 448 | 22,30 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 10 572 | 15,68 | 414 | 29,78 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 5,09 | 9 | 14,29 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 423 | 212 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 293 | 51 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5 134 | 201 | ||||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 5 530 | 217 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 619 | 3,51 | 24 | 20,00 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 115 | 6,48 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 44 286 | 18,61 | 1 735 | 32,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 69 797 | 2,47 | 2 734 | 14,83 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 38 573 | 6,23 | 1 511 | 18,99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 6 432 | 0,50 | 252 | 12,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 9 865 | 39,49 | 386 | 56,28 | ||||
| 2025-07-16 | 13F | American National Bank | 1 100 | 43 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 518 | 20 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 71 618 | 29 494,21 | 2 805 | 34 962,50 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 701 | 0,14 | 380 | 12,43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 18 098 | 13,18 | 734 | 30,89 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 232 | 5,88 | 87 | 19,18 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 11 273 | 442 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 428 | 17 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 43 264 | 0,24 | 1 695 | 12,33 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 5 276 | 0 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 156 987 | 3,81 | 6 149 | 16,35 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 8 294 | 0,89 | 325 | 12,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 296 133 | 2,69 | 11 599 | 15,09 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 37 947 | 0,31 | 1 486 | 12,41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 50 465 | 4,41 | 1 977 | 16,99 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8 367 | 0,41 | 328 | 12,37 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 70 | 3 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 153 | 398 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 40 429 | 24,77 | 1 584 | 39,84 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 7 946 | 3,50 | 311 | 16,04 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 910 | 1,58 | 153 | 14,18 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 11 032 | 6,52 | 432 | 25,22 | ||||
| 2025-08-12 | 13F | Prudential Plc | 6 800 | 58,14 | 266 | 77,33 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 629 | 4,49 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 48 926 | 2,51 | 1 953 | 16,88 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 094 | 0,94 | 317 | 13,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 35 333 | 127,93 | 1 384 | 155,64 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 32 375 | 15,32 | 1 268 | 29,26 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 12 441 | 0,15 | 487 | 12,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 110 775 | 5,93 | 4 339 | 18,75 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 36 929 | 69,24 | 1 447 | 89,76 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 267 | 10 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 237 128 | 8,61 | 48 458 | 21,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 812 | 71 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | 4 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 5 589 | 221 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88 734 | 15,95 | 3 476 | 29,96 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 138 106 | 285,47 | 5 410 | 332,03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 36 533 | 20,00 | 1 431 | 34,40 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 12 502 | 1,03 | 495 | 23,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 427 | 55,46 | 643 | 74,25 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 8 577 | 258 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 48 720 | 3,47 | 1 908 | 15,99 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7 300 | 286 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 762 669 | 1,52 | 29 874 | 13,78 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 20 697 | 10,31 | 811 | 23,66 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 77 800 | 41 064,02 | 3 047 | 50 683,33 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 132 | 201 | ||||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 51 158 | 12,48 | 2 004 | 26,05 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 41 069 | 13,62 | 1 609 | 27,32 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8 768 | 40,65 | 343 | 58,06 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 106 | 4 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 806 | 7,67 | 110 | 19,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 693 | 56,79 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6 297 | 247 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 467 | 0,63 | 332 | 12,59 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5 314 | 208 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 3 292 | 0,06 | 129 | 12,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 486 | 1,37 | 1 037 | 13,58 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 418 254 | 1,03 | 16 383 | 13,24 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 135 | 201 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 14 418 | 11,00 | 565 | 24,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 218 269 | 11,40 | 9 | 33,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 72 418 | 20,14 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 129 | 201 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 507 | 1,00 | 20 | 11,76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 788 977 | 7,04 | 30 904 | 19,97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 25 | 1 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 6 483 | 256 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 327 848 | 188,50 | 13 | 300,00 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6 948 | 0,20 | 272 | 12,40 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 55 149 | 8,97 | 2 160 | 22,17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 45 342 | 25,42 | 1 776 | 40,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 549 748 | 261,92 | 21 534 | 305,67 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 695 811 | 5,00 | 27 255 | 17,68 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 70 639 | 0,89 | 2 767 | 13,04 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 804 | 144,95 | 619 | 175,11 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 12 | 0 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 28 670 | 3,14 | 1 123 | 15,55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 21 748 | 35,58 | 1 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 19 452 | 6,87 | 680 | 11,86 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 5 181 | 203 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 82 277 | 0,02 | 3 223 | 12,11 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 11 545 | 12,68 | 452 | 26,26 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 98 947 | 12,97 | 3 876 | 26,59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 58 251 | 0,52 | 2 284 | 11,26 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 147 832 | 1,57 | 5 791 | 13,84 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 30 094 | 1 179 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 323 | 13 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55 620 | 3,78 | 2 179 | 16,28 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 5 685 | 222 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34 776 | 2,69 | 1 362 | 19,26 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 57 091 | 3,96 | 2 236 | 16,52 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 244 | 0,97 | 49 | 11,63 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 221 | 244 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 8 532 | 4,96 | 334 | 17,61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 351 | 65,36 | 53 | 85,71 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 39 458 | 0,44 | 1 546 | 12,53 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 949 | 5,69 | 76 | 18,75 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 8 295 | 325 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 55 369 | 0,18 | 2 169 | 12,27 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5 272 | 207 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 14 765 | 5,06 | 578 | 22,72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 156 472 | 16,31 | 6 129 | 30,38 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65 291 | 3,68 | 2 557 | 16,17 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 131 | 201 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 344 | 6,76 | 1 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 18 646 | 38 745,83 | 730 | 72 900,00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 11 763 | 0,18 | 461 | 12,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 257 495 | 3,03 | 10 | 25,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 99 050 | 0,24 | 3 880 | 12,34 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 31 415 | 9,36 | 1 231 | 22,63 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 22 289 | 0,95 | 873 | 13,23 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16 283 | 3,88 | 638 | 16,45 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 14 105 | 3,99 | 552 | 16,46 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 25 625 | 1,72 | 1 004 | 13,98 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 691 | 340 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 896 | 4,29 | 74 | 17,46 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 34 357 | 1,62 | 1 346 | 13,89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 70 033 | 1,93 | 2 735 | 20,54 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214 | 8 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 850 | 18,28 | 347 | 32,57 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 8 276 | 1,20 | 327 | 9,40 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 41 467 | 0,32 | 1 624 | 12,47 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12 108 | 0,02 | 474 | 12,06 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 45 834 | 1 795 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 418 362 | 0,90 | 133 897 | 13,08 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 6 444 | 252 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6 657 | 0,03 | 261 | 12,07 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 11 | 0 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18 634 | 3,41 | 1 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 860 | 2,49 | 543 | 14,83 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 13 308 | 4,86 | 521 | 17,61 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 10 264 | 24,02 | 402 | 39,10 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 15 048 | 0,88 | 589 | 13,05 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 26 718 | 14,80 | 1 047 | 28,66 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 345 | 3,10 | 562 | 15,43 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 155 676 | 2 084,01 | 6 098 | 2 348,59 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 321 | 1,55 | 404 | 13,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36 151 | 1,99 | 1 263 | 6,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 441 460 | 2,39 | 213 142 | 14,76 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 961 | 233 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5 961 | 208 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 90 | 130,77 | 0 | |||||
| 2025-08-01 | 13F | Motco | 2 050 | 9,22 | 81 | 23,08 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6 800 | 266 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 22 821 | 64,26 | 894 | 84,12 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 098 139 | 162,53 | 82 184 | 194,24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 974 291 | 40,58 | 38 163 | 57,55 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 118 160 | 7,46 | 4 628 | 20,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 346 542 | 12,38 | 131 | 25,96 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 140 414 | 5 500 | ||||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 18 093 | 709 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 371 | 3,11 | 289 | 15,66 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 37 057 | 0,04 | 1 303 | 2,44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 525 | 18 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 6 055 | 1,10 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 15 567 | 4,94 | 610 | 17,57 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 5 697 | 223 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 86 597 | 25,04 | 3 392 | 40,17 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 13 375 | 0,47 | 467 | 5,18 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 9 996 | 5,23 | 392 | 18,13 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 28 314 | 47,50 | 1 109 | 65,52 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 15 | 1 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 11 347 | 2,86 | 444 | 15,32 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 14 991 | 76,51 | 587 | 98,31 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 435 | 17 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 35 976 | 4,15 | 1 409 | 16,74 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 968 | 1 038,82 | 38 | 1 750,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 742 | 68 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 48 252 | 1,65 | 1 890 | 13,99 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 370 | 23,85 | 680 | 38,78 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 59 272 | 2 322 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 18 944 | 49,15 | 742 | 67,49 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 764 | 0,92 | 30 | 11,54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 303 | 286 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8 889 | 2,07 | 348 | 14,47 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 8 805 | 0,70 | 345 | 12,79 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 11 063 | 433 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 128 478 | 3,46 | 5 058 | 16,54 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 763 | 1,43 | 226 | 13,64 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 115 286 | 0,37 | 4 516 | 12,48 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 30 943 | 30,05 | 1 212 | 45,85 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5 121 | 205 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 7 650 | 0,62 | 300 | 12,83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 619 | 10,95 | 856 | 25,70 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 269 | 1,28 | 50 | 13,95 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 779 | 70 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 745 | 29,61 | 421 | 45,33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 577 | 0,17 | 23 | 10,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6 162 | 241 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 11 769 | 15,45 | 461 | 29,21 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 30 312 | 0,56 | 1 187 | 12,73 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 9 499 | 0,29 | 372 | 12,39 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 32 110 | 3,18 | 1 258 | 15,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 13 650 | 2,33 | 535 | 14,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 198 362 | 0,53 | 8 | 16,67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 756 | 0,40 | 30 | 11,54 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 177 382 | 6 948 | ||||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 52 573 | 0,48 | 2 059 | 12,64 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 15 237 | 0,12 | 597 | 12,24 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 163 589 | 2,51 | 6 408 | 14,88 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 1 239 058 | 4,04 | 49 | 17,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 503 701 | 2 468,20 | 19 730 | 2 780,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73 702 | 45,13 | 2 844 | 60,23 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16 721 | 4,57 | 655 | 17,20 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 740 | 3,45 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 47 706 | 2,40 | 1 869 | 14,74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 76 845 | 10,57 | 3 010 | 23,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 682 | 68 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 130 | 420,00 | 5 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 483 | 18,53 | 293 | 33,18 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 8 154 | 21,32 | 320 | 41,78 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 84 809 | 3 322 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 780 | 0,01 | 736 | 12,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 40 447 | 7,61 | 1 584 | 20,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33 413 | 8,17 | 1 309 | 21,22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 536 | 54,04 | 256 | 72,97 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 27 430 | 27,96 | 1 074 | 43,39 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5 979 | 1,00 | 234 | 13,59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 71 200 | 962,69 | 2 789 | 1 091,45 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 818 697 | 1 775,91 | 71 238 | 2 002,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 082 | 6,44 | 1 335 | 19,21 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 13 904 | 0,21 | 545 | 12,40 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86 671 | 7,45 | 3 386 | 19,94 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 930 016 | 3,56 | 75 599 | 16,06 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 13 275 | 2,83 | 520 | 15,08 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 257 300 | 10 078 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 75 040 | 0,03 | 2 939 | 12,39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 634 | 34,95 | 456 | 51,16 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 163 | 6 | ||||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 19 302 | 45,03 | 756 | 62,58 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 8 379 | 0,36 | 328 | 12,71 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 543 | 6,53 | 452 | 19,58 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 9 869 | 11,01 | 387 | 24,52 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 237 | 2,96 | 1 028 | 15,39 | ||||
| 2025-08-14 | 13F | Wit, Llc | 4 588 201 | 485,32 | 179 720 | 199,43 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 297 302 | 1,41 | 11 616 | 13,20 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 25 371 | 994 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 102 746 | 45,07 | 4 025 | 62,59 |
