Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Merrimack Street Trust - Fidelity Total Bond ETF inkluderar Bleakley Financial Group, LLC, EdgeRock Capital LLC, Duncan Williams Asset Management, LLC, Exchange Traded Concepts, Llc, Mustico Financial Group, Inc., Silverlake Wealth Management Llc, Tradewinds, LLC., VestGen Advisors, LLC, Fiduciary Alliance LLC, Mainsail Financial Group, LLC, Benjamin Edwards Inc, 21 West Wealth Management LLC, Future Financial Wealth Managment LLC, Foronjy Financial Llc, WCG Wealth Advisors LLC, KG&L Capital Management,LLC, Apella Capital, LLC, Commons Capital, Llc, Centurion Wealth Management LLC, och Mountain Hill Investment Partners Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Nwam Llc | 49 362 | 28,22 | 2 246 | 27,77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 696 674 | 13,95 | 31 873 | 14,20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 63 001 | 0,11 | 2 882 | 0,35 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 69 846 | 0,04 | 3 195 | 0,25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 460 965 | 10,53 | 21 089 | 10,77 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 104 394 | 1,99 | 4 776 | 2,23 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 153 078 | 32,83 | 7 003 | 32,76 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 385 144 | 17 629 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 668 791 | 11,20 | 259 347 | 11,45 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 341 340 | 6,93 | 15 676 | 7,15 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 40 842 | 2,25 | 1 869 | 2,47 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 228 726 | 4,16 | 10 464 | 4,39 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 34 032 | 40,48 | 1 557 | 40,81 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 135 | 1,20 | 235 | 1,30 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4 549 | 84,62 | 208 | 85,71 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 219 009 | 78,68 | 10 061 | 79,98 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 65 592 | 3 001 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224 464 | 17,21 | 10 270 | 17,47 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 126 756 | 13,88 | 5 799 | 14,13 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 404 147 | 14,87 | 18 490 | 15,12 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 358 039 | 7,54 | 16 380 | 7,78 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 835 | 313 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 141 664 | 6,10 | 6 481 | 6,33 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 419 913 | 3,70 | 19 | 5,56 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 234 839 | 3,60 | 10 744 | 3,82 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 133 676 | 8,92 | 6 116 | 9,16 | ||||
| 2025-07-17 | 13F | City Holding Co | 216 | 10 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 904 | 28,41 | 41 | 32,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 199 | 158,44 | 12 | 300,00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 90 041 | 46,49 | 4 119 | 46,84 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9 146 | 1,60 | 418 | 1,95 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 17 411 | 30,87 | 797 | 31,14 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 10 002 | 2,27 | 458 | 2,47 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 326 253 | 11,77 | 14 926 | 12,02 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 37 498 | 222,18 | 1 716 | 222,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 697 313 | 1,01 | 31 902 | 1,23 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 29 564 | 12,65 | 1 353 | 12,95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 72 454 | 3 315 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 91 959 | 7,18 | 4 207 | 7,43 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 159 500 | 6,59 | 7 297 | 6,82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 321 083 | 3,29 | 14 690 | 3,52 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 539 338 | 0,96 | 24 750 | 3,46 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 479 364 | 21,79 | 21 931 | 22,06 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 589 | 8,45 | 805 | 9,09 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 110 725 | 29,67 | 5 066 | 29,94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 70 683 | 0,74 | 3 234 | 0,97 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1 149 360 | 4,82 | 52 583 | 5,05 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1 063 227 | 3,06 | 48 643 | 3,29 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 688 361 | 2,26 | 31 493 | 2,49 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 413 287 | 3,62 | 18 838 | 3,89 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 24 053 | 1,27 | 1 100 | 1,48 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 69 345 | 39,66 | 3 173 | 39,98 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 10 276 | 17,09 | 470 | 17,79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155 464 | 2,01 | 7 092 | 2,31 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 129 431 | 6,89 | 5 944 | 7,12 | ||||
| 2025-08-14 | 13F | Betterment LLC | 97 501 | 2,74 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 129 430 | 5 938 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 110 251 | 5 044 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 9 588 | 7,04 | 439 | 8,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 31 434 | 92,52 | 1 438 | 92,63 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165 126 | 32,25 | 7 555 | 32,55 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 70 305 | 7,31 | 3 | 50,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 340 | 336 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 58 191 | 2 662 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17 126 | 0,05 | 784 | 0,26 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 509 993 | 7,23 | 23 164 | 8,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 158 750 | 46,14 | 99 | 46,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249 715 | 61,27 | 11 382 | 61,56 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 343 | 427 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 087 492 | 6,24 | 95 503 | 6,48 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10 410 | 10,63 | 476 | 10,96 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 18 975 | 69,72 | 868 | 70,20 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 825 | 206,13 | 770 | 207,60 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 872 | 86 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 317 663 | 4,43 | 14 536 | 4,75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 903 | 0,21 | 87 | 2,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17 403 | 791 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 325 768 | 15,54 | 60 654 | 15,79 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 192 949 | 2,98 | 8 827 | 3,20 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 191 508 | 4,45 | 54 511 | 4,68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 137 | 91,95 | 601 | 92,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 612 | 0,06 | 165 | 0,61 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12 201 | 1,20 | 558 | 1,45 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 42 580 | 1 375,40 | 184 | −19,74 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 339 158 | 15 516 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2 079 076 | 14,29 | 95 118 | 14,54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 40 079 | 400,49 | 1 834 | 402,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 630 092 | 1,58 | 74 577 | 1,80 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 66 294 | 11,41 | 3 033 | 11,63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 211 838 | 1,72 | 9 692 | 1,94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 173 662 | 1,55 | 7 954 | 1,97 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 40 036 | 77,07 | 1 832 | 77,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 203 788 | 0,03 | 192 380 | 0,25 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 646 | 151,75 | 533 | 152,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 322 | 88,11 | 747 | 88,38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 419 910 | 3,94 | 19 211 | 4,16 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 162 702 | 2,43 | 7 444 | 2,65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 128 200 | 2,82 | 51 615 | 3,04 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 830 048 | 1,57 | 37 975 | 1,79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 120 900 | 1 235,32 | 5 531 | 1 239,23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 17 254 | 0,10 | 789 | 0,38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 47 151 | 2 157 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 349 715 | 21,44 | 15 999 | 21,70 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 607 204 | 1,81 | 27 780 | 2,03 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 902 915 | 4,07 | 41 308 | 4,30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 256 400 | 3 364,86 | 11 730 | 3 380,71 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25 338 | 36,28 | 1 159 | 36,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 739 930 | 48,34 | 80 | 49,06 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 1 499 179 | 13,03 | 62 997 | 14,58 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 58 287 | 11,38 | 2 667 | 11,64 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 210 665 | 20,43 | 9 638 | 20,69 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 11 449 | 0,18 | 526 | 0,38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 111 850 | 287,91 | 5 117 | 293,62 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 732 963 | 1,02 | 33 533 | 1,24 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 33 984 | 0,19 | 1 555 | 0,39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 183 | 5,58 | 786 | 5,93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 610 928 | 64,27 | 165 200 | 64,63 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 769 847 | 35 221 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 540 632 | 6,97 | 24 734 | 7,20 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 190 626 | 11,16 | 8 721 | 11,41 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 18 240 | 243,83 | 834 | 244,63 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 122 535 | 4,65 | 5 611 | 4,88 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 414 942 | 8,58 | 64 734 | 8,82 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 94 674 | 3,38 | 4 331 | 3,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 451 | 19,05 | 478 | 19,50 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 158 797 | 10,04 | 7 265 | 10,14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 857 646 | 272,16 | 39 237 | 272,98 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 29 553 | 0,42 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 12 939 | 3,54 | 592 | 3,68 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 190 539 | 8 717 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 900 | 223 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31 396 | 21,77 | 1 436 | 22,01 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 460 | 21 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 113 779 | 5,13 | 5 205 | 5,36 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 964 941 | 3,59 | 44 146 | 3,81 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 431 992 | 7,37 | 19 764 | 7,61 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 97 322 | 9,24 | 4 452 | 9,47 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 549 | 1,10 | 25 | 4,17 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 315 286 | 168,99 | 14 424 | 169,61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 491 611 | 2,26 | 22 491 | 2,49 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17 303 | 792 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 530 | 344 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 137 220 | 7,19 | 6 278 | 7,41 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 6 372 | 292 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 34 720 | 484,51 | 1 588 | 485,98 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19 981 | 0,09 | 914 | 0,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 228 960 | 5,25 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 088 | 225,62 | 828 | 226,88 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 466 | 21 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 948 185 | 2,99 | 89 129 | 3,21 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 456 876 | 5,38 | 20 902 | 5,62 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 407 431 | 10,75 | 18 640 | 10,99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 140 | 6 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24 106 | 0,00 | 1 103 | 0,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 86 126 703 | 6,12 | 3 940 297 | 6,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 56 751 | 0,31 | 2 596 | 0,54 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 746 164 | 0,68 | 34 137 | 0,90 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 177 703 | 14,98 | 8 130 | 15,22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 788 | 26,18 | 585 | 26,62 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 146 774 | 4,59 | 6 741 | 5,21 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 45 | 2,27 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 460 | 0 | ||||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 151 881 | 4,68 | 6 949 | 4,91 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 165 088 | 6,34 | 7 553 | 6,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 355 044 | 61 993 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 880 275 | 8,26 | 177 523 | 8,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 764 120 | 1,73 | 80 709 | 1,95 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41 263 | 3,81 | 1 888 | 4,02 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 676 490 | 4,59 | 30 949 | 4,82 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 654 193 | 6,71 | 29 929 | 6,95 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 19 017 | 870 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 2 958 | 135 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 278 215 | 6,36 | 12 728 | 6,60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 30 264 | 163,65 | 1 385 | 164,12 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 452 | 21 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 73 066 | 3,05 | 3 343 | 3,28 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 110 148 | 24,83 | 5 039 | 25,10 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 48 408 | 67,01 | 2 215 | 67,35 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 286 565 | 3,30 | 150 360 | 3,53 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 42 244 | 17,65 | 1 933 | 17,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 161 680 | 3,28 | 7 397 | 3,50 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 75 506 | 108,88 | 3 454 | 109,33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 152 622 | 5,76 | 6 982 | 6,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 339 668 | 6,20 | 15 540 | 6,44 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 282 967 | 15,73 | 12 946 | 15,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8 291 | 40,86 | 380 | 41,79 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 366 077 | 1,24 | 16 748 | 1,46 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 260 891 | 32,35 | 11 936 | 32,64 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 89 400 | 6,05 | 4 090 | 6,29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 16 287 | 18,87 | 745 | 19,20 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 50 | 2 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108 496 | 576,16 | 4 964 | 578,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 369 590 | 2,01 | 154 159 | 2,24 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 171 573 | 0,04 | 7 849 | 0,27 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 444 661 | 5,56 | 20 343 | 5,79 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 330 508 | 5,56 | 15 121 | 5,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 221 633 | 53,20 | 10 140 | 53,53 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 82 623 | 0,14 | 3 794 | 0,74 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 116 547 | 18 517,73 | 5 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 240 015 | 1,05 | 10 981 | 2,15 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 61 406 | 2 820 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 423 510 | 6,14 | 19 376 | 6,37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 508 | 206 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 268 452 | 6,44 | 12 255 | 8,29 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 234 892 | 18,01 | 10 746 | 18,27 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 10 910 | 499 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 93 122 | 17,83 | 4 249 | 18,69 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 29 933 | 9,05 | 1 369 | 9,26 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 262 411 | 4,07 | 12 005 | 4,29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 914 | 107,89 | 1 140 | 108,23 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 5 463 | 0,24 | 250 | 0,40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25 376 | 4,42 | 1 161 | 4,60 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 40 697 | 5,51 | 1 862 | 5,74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 62 337 | 3,65 | 2 852 | 3,86 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6 085 | 278 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13 418 | 1,27 | 614 | 1,49 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11 103 | 0,15 | 508 | 0,20 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 600 | 27 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 94 542 | 2,05 | 4 325 | 2,27 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 738 850 | 3,79 | 33 802 | 4,02 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 37 636 | 10,81 | 1 722 | 11,03 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 968 869 | 2,89 | 44 326 | 3,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 178 630 | 90,28 | 8 172 | 90,71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 466 096 | 43,73 | 21 324 | 44,05 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10 727 | 0,07 | 491 | 0,20 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 22 885 | 5,20 | 1 047 | 5,34 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 401 306 | 828,33 | 18 360 | 830,51 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 834 | 38 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 45 | 2 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 43 808 | 0,10 | 2 004 | 0,35 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15 778 | 10,18 | 722 | 10,41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 556 287 | 26,83 | 25 450 | 29,33 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 884 042 | 3,50 | 40 445 | 3,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 258 737 | 5,60 | 11 844 | 5,83 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 121 135 | 9,64 | 5 530 | 11,54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 732 | 27,75 | 33 | 26,92 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 200 | 9 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 99 834 | 5,49 | 4 567 | 5,72 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 110 251 | 4,61 | 5 044 | 4,84 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12 522 | 1,44 | 575 | 1,77 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 689 209 | 8,63 | 31 531 | 8,86 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 15 810 | 723 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 301 732 | 5,68 | 13 702 | 4,65 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 9 211 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 693 691 | 93,41 | 32 | 93,75 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 517 455 | 0,71 | 23 674 | 0,93 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 22 616 | 2,40 | 1 035 | 2,27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 99 335 | 12,12 | 4 545 | 13,23 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 260 741 | 11 929 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 948 805 | 4,47 | 43 408 | 4,70 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 259 | 241 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 89 901 | 5,47 | 4 113 | 5,68 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 40 813 | 264,60 | 1 867 | 265,36 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 6 186 144 | 0,27 | 283 016 | 0,49 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 49 122 | 0,78 | 2 247 | 1,03 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 121 820 | 6,07 | 5 573 | 6,31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 316 541 | 55,89 | 14 482 | 56,23 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7 795 | 357 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 30 593 | 120,67 | 1 400 | 121,36 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 603 996 | 6,68 | 27 633 | 6,91 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482 517 | 115,71 | 22 075 | 116,19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 164 827 | 12,89 | 7 505 | 12,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 405 090 | 10,58 | 64 | 10,34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77 215 | 10,02 | 3 533 | 10,27 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2 017 693 | 4 220,91 | 289 | −86,44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45 722 | 5,86 | 2 092 | 6,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69 629 | 3 186 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 25 027 | 25,15 | 1 145 | 25,44 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9 733 745 | 1,85 | 129 608 | 6,89 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 39 527 | 334,70 | 1 803 | 334,46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 157 455 | 1,58 | 7 204 | 1,81 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 242 369 | 1,28 | 11 088 | 1,50 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 261 352 | 3,62 | 11 957 | 3,85 | ||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 862 695 | 0,95 | 39 468 | 1,18 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 306 425 | 5,26 | 14 019 | 5,49 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 17 963 | 20,95 | 822 | 21,27 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 337 897 | 32,10 | 15 459 | 32,39 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17 542 | 110,11 | 803 | 110,50 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 773 483 | 5,35 | 35 506 | 5,56 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 53 030 | 2 426 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 54 442 | 416,63 | 2 491 | 417,67 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 79 453 | 19,56 | 3 635 | 19,82 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 212 800 | 8,21 | 9 665 | 7,08 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 3 097 702 | 0,04 | 141 720 | 0,26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 867 | 314 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 998 346 | 4,89 | 91 424 | 5,12 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 658 428 | 9,74 | 30 123 | 9,98 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 51 995 | 8,35 | 2 379 | 8,58 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 50 169 | 7,27 | 2 295 | 7,54 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23 921 | 1 094 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84 | 5,00 | 4 | 0,00 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 7 942 | 364 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5 242 838 | 1,94 | 239 860 | 2,16 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 97 294 | 1,47 | 4 451 | 1,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 109 463 | 5,97 | 5 008 | 6,19 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10 596 | 1,21 | 485 | 1,47 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 56 926 | 2,22 | 2 614 | 2,43 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 339 158 | 0,18 | 15 516 | 0,40 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 71 396 | 3 231 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 644 754 | 41,41 | 120 997 | 41,72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 211 | 92,83 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 91 798 | 442,51 | 4 200 | 443,91 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 453 931 | 5,17 | 21 | 5,26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 69 493 | 105,16 | 3 188 | 106,21 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 430 988 | 22,05 | 19 718 | 22,31 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 76 150 | 24,28 | 3 497 | 24,54 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 17 063 | 781 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 278 128 | 1,28 | 12 724 | 1,51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 66 057 | 36,93 | 3 022 | 37,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 34 124 | 23,75 | 1 561 | 24,09 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 712 528 | 4,78 | 32 527 | 6,60 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 280 343 | 2,69 | 12 826 | 2,91 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 36 264 | 171,95 | 1 659 | 172,86 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 67 218 | 0,68 | 3 075 | 0,92 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5 154 | 236 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 838 606 | 16,54 | 38 366 | 16,79 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 117 244 | 5 364 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 367 659 | 6,64 | 16 820 | 6,88 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 58 256 | 14,44 | 2 665 | 14,72 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 242 253 | 620,22 | 11 083 | 622,02 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 140 317 | 1,55 | 6 420 | 1,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 318 | 520 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3 721 | 170 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 46 230 | 11,57 | 2 115 | 11,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 289 219 | 77,28 | 58 982 | 77,66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 175 781 | 27,10 | 8 049 | 27,50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 204 617 | 8,07 | 9 361 | 8,31 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 440 985 | 10,06 | 112 | 9,90 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 581 905 | 41,88 | 26 622 | 42,19 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 947 253 | 61,73 | 43 337 | 62,09 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 284 492 | 12,73 | 13 015 | 12,77 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 22 742 | 9,97 | 1 040 | 10,17 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 493 951 | 8,01 | 22 598 | 8,24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 221 840 | 8,21 | 10 149 | 8,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 270 942 | 5,40 | 561 396 | 5,63 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 762 134 | 16,28 | 34 868 | 16,53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 372 085 | 29,66 | 17 023 | 29,94 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 8 091 | 31,13 | 370 | 31,67 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 182 666 | 11,05 | 8 357 | 11,29 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 110 | 0,49 | 691 | 0,73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 970 | 37,56 | 1 097 | 37,86 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 220 | 2 376,92 | 147 | 2 840,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 243 052 | 4,24 | 11 120 | 4,46 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 140 183 | 6,22 | 6 413 | 6,46 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 104 052 | 8,34 | 4 760 | 8,58 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 57 | 3 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 607 904 | 2,10 | 27 812 | 2,32 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 59 704 | 5,14 | 2 731 | 5,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150 385 | 1,79 | 6 862 | 1,75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 762 | 18,45 | 721 | 18,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 252 140 | 170,57 | 57 286 | 171,17 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 15 515 | 710 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 165 338 | 10,55 | 7 564 | 10,80 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 22 735 | 5,89 | 1 040 | 6,12 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50 973 | 491,47 | 2 341 | 494,16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 57 | 3 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 51 395 | 81,43 | 2 342 | 84,04 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 417 494 | 2,05 | 19 100 | 2,27 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 365 | 37,86 | 2 807 | 38,14 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 19 140 | 0,39 | 876 | 0,57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 91 410 | 3,08 | 4 182 | 3,31 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 141 327 | 13,81 | 6 471 | 14,17 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 509 549 | 2,20 | 23 312 | 2,42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 237 957 | 10 887 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 186 044 | 12,14 | 8 512 | 12,39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 187 619 | 1,17 | 8 584 | 1,38 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 558 510 | 71,66 | 25 552 | 72,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 36 797 | 4,67 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 289 | 0,12 | 516 | 0,39 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 806 | 494 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 165 610 | 7 577 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 26 371 | 151,90 | 1 206 | 152,83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 204 | 431,34 | 147 | 440,74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 76 377 | 3 509 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 106 350 | 7,23 | 4 866 | 7,47 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 44 953 | 17,55 | 2 057 | 17,82 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2 636 194 | 2,21 | 120 606 | 2,43 | ||||
| 2025-07-18 | 13F | Vicus Capital | 685 273 | 2,61 | 31 351 | 2,84 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 130 578 | 0,44 | 5 974 | 0,64 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 179 | 30,61 | 786 | 33,05 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 601 181 | 32,29 | 256 254 | 32,58 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9 400 | 84,24 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 30 338 | 15,25 | 1 388 | 15,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 620 174 | 8,64 | 166 | 8,55 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6 367 | 13,09 | 291 | 13,23 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 041 | 9,36 | 459 | 9,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 960 045 | 18,03 | 89 672 | 18,29 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 91 472 | 3,64 | 4 185 | 3,87 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 23 787 | 0,19 | 1 088 | 0,46 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 20 878 | 0,04 | 955 | 0,32 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 81 947 | 2,61 | 3 749 | 2,85 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 184 412 | 8 437 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 626 | 40,92 | 303 | 41,59 |
