Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity High Dividend ETF inkluderar Regimen Wealth, Llc, Fundamentun, Llc, Perfromance Wealth Partners, LLC, KWB Wealth, Centerline Wealth Advisors, LLC, Investment Advisory Services Inc /tx /adv, Golden State Wealth Management, LLC, RFG - Bristol Wealth Advisors, LLC, Redhawk Wealth Advisors, Inc., Silverlake Wealth Management Llc, ERn Financial, LLC, New Insight Wealth Advisors, Sapient Capital Llc, Founders Financial Securities Llc, StoneX Group Inc., JGP Wealth Management, LLC, Gwn Securities Inc., Buffington Mohr McNeal, Keybank National Association/oh, och Advyzon Investment Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16 367 | 4,53 | 1 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 22 643 | 35,60 | 1 178 | 42,15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 594 | 55,81 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23 916 | 34,25 | 1 244 | 40,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 112 833 | 49,78 | 5 870 | 57,09 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 110 | 6 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 433 | 24 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 17 497 | 0,87 | 931 | 23,02 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 6 481 | 337 | ||||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 87 500 | 7,31 | 4 552 | 12,54 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 450 340 | 10,44 | 23 427 | 16,93 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 622 | 331,94 | 32 | 357,14 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 71 358 | 23,98 | 3 712 | 30,06 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 172 | 269 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 648 459 | 21,09 | 85 753 | 26,99 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 34 274 | 11,52 | 1 783 | 16,93 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 18 929 | 1,92 | 985 | 6,84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 524 | 20,11 | 287 | 25,88 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 314 688 | 6,94 | 16 370 | 12,16 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 27 672 | 1 439 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 910 | 203 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19 903 | 26,86 | 1 035 | 33,03 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 25 076 | 1 304 | ||||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 750 | 39 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 128 437 | 13,09 | 6 681 | 18,60 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 6 007 | 44,57 | 312 | 51,46 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 211 520 | 0,46 | 11 003 | 5,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 547 991 | 4,82 | 28 506 | 14,77 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16 320 | 58,39 | 849 | 65,95 | ||||
| 2025-07-16 | 13F | Novem Group | 4 908 | 0,10 | 255 | 4,94 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 56 110 | 36,69 | 2 919 | 43,32 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 240 012 | 12 485 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28 168 | 2,75 | 1 465 | 7,80 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 88 142 | 9,33 | 4 585 | 14,68 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 541 | 28 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 72 138 | 3 578 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 142 826 | 2,93 | 7 084 | 2,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 113 906 | 2,98 | 5 925 | 8,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7 945 | 10,61 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 143 911 | 1,35 | 7 486 | 6,29 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 18 826 | 10,53 | 979 | 16,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 69 956 | 3 470 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42 607 | 1,94 | 2 216 | 6,90 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 319 | 23,53 | 277 | 29,58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 146 | 320 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 5 167 | 269 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 560 055 | 50,92 | 29 134 | 58,29 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 709 671 | 4,26 | 36 917 | 9,35 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 21 507 | 1,70 | 1 119 | 6,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 75 273 | 113,18 | 3 916 | 122,06 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 222 614 | 2,58 | 11 580 | 7,59 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 155 | 216 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5 810 | 302 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 20 853 | 1 085 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 524 699 | 301,86 | 27 295 | 321,46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 085 | 81,72 | 577 | 90,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 732 456 | 9,93 | 38 | 15,15 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 111 966 | 554,31 | 5 824 | 586,79 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 561 | 20,48 | 2 422 | 26,41 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 141 107 | 93,25 | 7 340 | 102,71 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 369 090 | 19 200 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 66 590 | 7,39 | 3 464 | 12,65 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46 070 | 1,99 | 2 397 | 6,96 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 53 344 | 32,00 | 2 775 | 38,42 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 265 918 | 66,75 | 13 833 | 74,90 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 187 | 14,67 | 738 | 20,39 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 9 620 | 0,47 | 500 | 5,49 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 29 265 | 0,85 | 1 556 | 15,95 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 282 | 15 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 514 | 1,78 | 27 | 4,00 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 117 146 | 3,38 | 6 094 | 8,42 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 111 442 | 41,70 | 5 797 | 48,64 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 297 706 | 10,18 | 15 487 | 15,55 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 372 | 0,66 | 343 | 9,58 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 599 | 239 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 335 907 | 5,71 | 17 474 | 10,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 972 004 | 20,22 | 50 564 | 26,08 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 585 625 | 8,99 | 30 464 | 14,31 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 319 085 | 2,96 | 16 599 | 7,98 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 190 | 11,76 | 9 | 12,50 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16 839 | 18,66 | 876 | 24,47 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 600 | 31 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 61 911 | 3 221 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 321 | 17 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 135 172 | 23,43 | 7 | 40,00 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 588 | 43,19 | 83 | 49,09 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 16 582 | 0,35 | 863 | 5,25 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 136 002 | 1 877,92 | 7 075 | 1 974,49 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 516 | 0,98 | 27 | 4,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 49 362 | 625,38 | 2 568 | 661,72 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 879 | 20,38 | 254 | 25,87 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 36 846 | 1 917 | ||||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 4 481 | 233 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 945 | 205 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 55 256 | 35,00 | 2 874 | 41,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 952 | 95 100,00 | 50 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 1 997 711 | 9,31 | 103 921 | 14,64 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10 064 | 16,24 | 524 | 21,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 627 963 | 6,27 | 32 667 | 11,46 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 104 | 37,48 | 57 | 46,15 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 188 529 | 32,89 | 9 807 | 39,38 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 40 | 2 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 84 525 | 1,96 | 4 397 | 6,91 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35 439 | 45,46 | 1 843 | 52,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 26 877 | 10,06 | 1 398 | 15,44 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 31 766 | 1 652 | ||||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 7 097 | 352 | ||||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 10 621 | 2,51 | 553 | 7,60 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 57 068 | 20,93 | 2 969 | 26,84 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4 661 | 0,32 | 242 | 5,22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 203 806 | 687,17 | 10 602 | 725,62 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 14 782 | 769 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 157 024 | 15,27 | 8 405 | 24,41 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 855 | 0,36 | 201 | 5,26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 66 852 | 34,23 | 3 478 | 40,77 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 32 136 | 3,38 | 1 672 | 8,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 24 749 | 53,86 | 1 287 | 61,48 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 625 | 42,11 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 161 837 | 6,61 | 8 419 | 11,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 101 910 | 9,21 | 57 321 | 14,54 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 238 266 | 8,11 | 12 395 | 13,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 100 | 141,18 | 213 | 153,57 | |||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 124 675 | 13,03 | 6 486 | 18,56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 021 750 | 12,99 | 53 151 | 18,50 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 210 364 | 34,72 | 10 943 | 41,31 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 41 908 | 1,38 | 2 180 | 6,34 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 54 788 | 135,43 | 2 850 | 146,97 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 828 | 5,23 | 251 | 10,57 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 260 | 0,88 | 222 | 5,74 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 113 858 | 19,52 | 5 923 | 25,36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 12 034 | 0,76 | 626 | 5,74 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3 002 | 4,31 | 156 | 9,86 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 123 754 | 1,35 | 6 438 | 6,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 226 140 | 309,79 | 11 771 | 330,07 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5 434 | 3,07 | 283 | 8,05 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 611 | 32 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 96 229 | 18,50 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 361 | 0,43 | 123 | 4,27 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 769 | 14,84 | 404 | 20,60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 580 | 15,94 | 394 | 21,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 26 292 | 277,11 | 1 368 | 296,23 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 22 752 | 64,32 | 1 128 | 63,24 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 66 914 | 3 481 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 44 222 | 10,27 | 2 300 | 15,64 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12 790 | 16,62 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 526 520 | 42,74 | 27 | 50,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40 142 | 1,53 | 2 088 | 6,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 58 600 | 3 048 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 44 860 | 1,30 | 2 334 | 6,24 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 175 | 1,16 | 9 | 12,50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 783 | 23,07 | 4 619 | 29,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 457 765 | 5,71 | 23 813 | 10,87 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 51 568 | 5,49 | 2 683 | 10,64 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 11 228 | 10,39 | 597 | 28,66 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 17 812 | 67,14 | 927 | 75,38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 959 | 206 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6 364 | 0,87 | 331 | 6,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 212 | 0,95 | 11 | 10,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 77 812 | 981,17 | 4 048 | 1 036,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 654 774 | 10,88 | 86 081 | 16,29 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 4 297 | 0,82 | 224 | 5,69 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 7 189 | 0,88 | 374 | 5,67 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 30 977 | 61,84 | 1 681 | 77,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 83 540 | 104,28 | 4 346 | 114,25 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 075 | 0,66 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 29 139 | 27,99 | 1 516 | 34,19 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 49 713 | 0,85 | 2 586 | 5,81 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 655 | 0,85 | 86 | 6,17 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 607 | 344 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 107 659 | 11,47 | 5 600 | 16,91 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 744 | 9,30 | 1 131 | 14,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 849 | 39,42 | 876 | 46,24 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 80 332 | 5,55 | 4 179 | 10,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 12 027 | 19,92 | 626 | 25,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8 547 | 448,94 | 445 | 476,62 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 700 | 36 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 17 677 | 0,96 | 920 | 5,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 975 | 103 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 4 946 | 257 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 174 552 | 6,60 | 9 080 | 11,81 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 8 807 | 458 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 21 760 | 1 132 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 852 | 15,38 | 304 | 21,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 473 | 80,53 | 25 | 84,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 643 | 22,97 | 294 | 29,07 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 829 | 407 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 6 499 | 46,90 | 338 | 54,34 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 208 | 0,97 | 11 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 532 | 600 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 795 510 | 11,56 | 41 382 | 17,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19 029 | 5,87 | 990 | 11,00 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 7 726 | 383 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 393 153 | 2,43 | 20 452 | 7,43 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 107 637 | 5 599 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 87 090 | 2,61 | 4 530 | 7,63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 25 974 | 15,62 | 1 351 | 21,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 512 | 3,68 | 235 | 8,84 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 111 005 | 2 042,13 | 5 774 | 2 146,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 679 | 3,51 | 35 | 9,38 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 250 | 65 | ||||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 59 710 | 17,55 | 3 106 | 23,40 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 128 716 | 6,68 | 6 696 | 11,88 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 9 518 | 3 020,66 | 472 | 3 046,67 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 30 867 | 35,19 | 1 606 | 41,78 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 72 825 | 3,39 | 3 788 | 8,45 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5 176 | 0,04 | 269 | 5,08 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53 585 | 3,41 | 2 788 | 9,51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 169 806 | 648,08 | 8 833 | 685,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 263 488 | 34,73 | 13 707 | 41,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 156 873 | 44,84 | 8 161 | 51,89 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 114 388 | 1,80 | 5 950 | 6,76 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 100 | 100,00 | 5 | 100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 191 | 10 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 52 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 500 499 | 369,21 | 26 036 | 392,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 18 761 | 95,59 | 976 | 105,26 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 612 | 7,79 | 396 | 12,86 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 20 126 | 1 047 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 857 | 6,18 | 409 | 11,17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 123 | 6 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 37 180 | 3,39 | 1 934 | 8,47 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 975 | 19,76 | 571 | 25,55 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 348 657 | 2,08 | 18 137 | 7,06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70 722 | 4,02 | 3 679 | 9,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 180 591 | 105,36 | 9 394 | 115,41 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 33 390 | 4,26 | 1 737 | 9,32 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 5 577 | 0,18 | 290 | 5,07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 137 | 267 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 399 | 0,69 | 281 | 5,66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6 883 | 358 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 288 | 327 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21 344 | 9,50 | 1 110 | 14,91 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32 346 | 7,17 | 1 683 | 12,36 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 25 568 | 2,28 | 1 330 | 7,34 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 210 | 66,75 | 167 | 74,74 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 7 425 | 17,86 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 73 195 | 44,57 | 3 808 | 50,59 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 7 680 | 4,32 | 400 | 9,32 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 54 094 | 107,22 | 2 814 | 117,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 758 206 | 25,32 | 143 482 | 31,44 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 29 398 | 121,29 | 1 529 | 132,37 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 13 594 | 707 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 13 852 | 2,03 | 739 | 17,68 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 5 630 | 293 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 20 598 | 1 072 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 78 826 | 4 101 |
