Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Fundamental International Equity ETF inkluderar Vestmark Advisory Solutions, Inc., Maia Wealth LLC, Bleakley Financial Group, LLC, Glenmede Investment Management, LP, Brown Brothers Harriman & Co, Traub Capital Management LLC, Tudor Investment Corp Et Al, Wealth Advisory Team LLC, Maseco Llp, TT Capital Management LLC, Pinnacle Wealth Planning Services, Inc., Keystone Financial Group, Bulwark Capital Corp, City Center Advisors, LLC, Detalus Advisors, LLC, Colonial Trust Co / SC, SigFig Wealth Management, LLC, Sovran Advisors, LLC, Concurrent Investment Advisors, LLC, och Invst, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Creekside Partners | 32 994 | 0,05 | 1 320 | 10,83 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 17 966 | 94,99 | 719 | 116,27 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43 676 | 432,12 | 1 761 | 494,59 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 876 | 275 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 107 947 | 56,96 | 84 360 | 73,81 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 112 | 4 | ||||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 5 171 | 207 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 153 | 46 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 102 | 4 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 273 923 | 26,35 | 10 962 | 39,91 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 346 | 361 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 433 071 | 3,11 | 57 352 | 14,17 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 21 948 | 828 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 99 402 | 9,63 | 3 978 | 21,43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 681 707 | 0,68 | 27 282 | 11,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 929 210 | 4,38 | 237 287 | 15,59 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 210 182 | 1,46 | 8 411 | 12,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 478 | 379 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 233 | 9 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 11 929 | 2,08 | 477 | 13,03 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 441 260 | 5,79 | 17 659 | 17,16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 126 | 12,38 | 365 | 24,57 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 157 395 | 4,87 | 6 299 | 16,13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 322 | 5,02 | 93 | 15,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 64 024 | 2,82 | 2 562 | 13,87 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 32 826 | 117,03 | 1 314 | 140,48 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 413 613 | 3,94 | 16 553 | 15,10 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 987 | 6,38 | 520 | 17,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 639 290 | 8,77 | 25 584 | 20,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 319 | 8,14 | 13 | 20,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 121 | 45 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 102 | 4 | −94,34 | |||||
| 2025-07-31 | 13F | DDD Partners, LLC | 30 166 | 1,83 | 1 207 | 12,80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 895 | 12,42 | 516 | 24,64 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51 144 | 0,49 | 2 047 | 11,26 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 819 | 633 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9 911 | 396 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 44 439 | 7,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 36 929 | 293,78 | 1 478 | 336,98 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 193 918 | 23,05 | 7 761 | 36,26 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 130 | 5 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 13 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 303 | 0,46 | 52 | 13,04 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 55 006 | 105,20 | 2 201 | 127,38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23 873 | 955 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 48 002 | 159,85 | 1 921 | 188,01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 367 | 10,31 | 1 175 | 22,14 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 32 536 | 0,01 | 1 302 | 10,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 6 829 | 279 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7 933 | 5,55 | 317 | 16,97 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5 600 | 224 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 924 623 | 19,87 | 37 003 | 32,74 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 45 111 | 1 805 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 90 096 | 112,59 | 3 606 | 135,47 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 12 301 | 492 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 714 150 | 4,36 | 29 | 16,67 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 101 382 | 24,45 | 4 057 | 49,98 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 30 335 | 104,07 | 1 214 | 126,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99 351 | 15,91 | 3 976 | 28,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 70 297 | 11,87 | 2 813 | 23,92 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 534 | 64,29 | 382 | 82,30 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 6 133 | 0,18 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 060 | 0,67 | 443 | 11,34 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 500 | 0 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 178 180 | 7,25 | 7 131 | 18,77 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 7 593 | 0,53 | 304 | 11,40 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 18 278 | 731 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 15 781 | 11,23 | 632 | 23,24 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 204 | 528 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40 167 | 42,21 | 1 607 | 57,55 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 44 330 | 10,43 | 1 774 | 22,34 | ||||
| 2025-08-04 | 13F | Balentine LLC | 26 011 | 463,50 | 1 041 | 526,51 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 096 | 184,29 | 444 | 214,89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 052 588 | 0,89 | 242 225 | 11,72 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 993 | 0,07 | 640 | 10,92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 330 407 | 1,43 | 53 243 | 12,32 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29 956 | 126,03 | 1 199 | 150,63 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 664 051 | 5,26 | 26 575 | 16,57 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 5 274 | 211 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 002 416 | 2,66 | 40 117 | 13,68 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 047 | 9,67 | 1 283 | 21,40 | ||||
| 2025-07-24 | 13F | Eastern Bank | 123 | 5 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 83 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 117 | 7,75 | 925 | 19,35 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 168 573 | 5,89 | 6 746 | 17,26 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 715 | 309 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 857 | 354 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 13 666 | 4,83 | 547 | 15,92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 132 579 | 10,06 | 5 306 | 21,87 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 185 | 7 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 955 383 | 21,58 | 238 334 | 34,63 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5 188 | 208 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 856 676 | 34 284 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 218 064 | 161,35 | 8 727 | 189,42 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 264 302 | 1,65 | 10 577 | 12,56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 103 | 4 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 445 | 78,84 | 298 | 98,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 134 | 31,71 | 45 | 45,16 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 46 154 | 13,75 | 1 847 | 25,99 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 188 872 | 9,67 | 7 559 | 21,45 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 401 | 16 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 56 387 | 1,31 | 2 257 | 12,18 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 829 | 33 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 380 | 9,76 | 295 | 21,40 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 129 | 205 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 181 | 0,56 | 7 | 16,67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 621 | 96,25 | 65 | 120,69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56 750 | 44,70 | 2 271 | 60,27 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5 290 | 212 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13 027 | 521 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 187 136 | 10,34 | 7 489 | 22,19 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8 915 | 5,30 | 363 | 17,53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133 887 | 41,95 | 5 358 | 55,98 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 8 673 | 347 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 184 651 | 0,84 | 7 390 | 11,67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 993 | 0,50 | 960 | 11,37 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 219 651 | 0,03 | 8 790 | 10,78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 68 384 | 111,02 | 2 735 | 131,50 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 020 | 201 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 5 208 | 208 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 388 | 256 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 593 | 224 | ||||||
| 2025-07-07 | 13F | Trust Co | 1 141 979 | 0,18 | 45 702 | 10,93 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 19 411 | 0,19 | 777 | 10,86 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 32 300 | 83,92 | 1 292 | 103,79 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 27 032 | 4,22 | 1 082 | 15,37 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 855 170 | 10,15 | 34 224 | 21,97 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602 | 0,50 | 24 | 14,29 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 195 181 | 125,24 | 7 811 | 149,47 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 23 351 | 0,90 | 934 | 11,72 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 66 834 | 9,86 | 2 675 | 21,66 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 230 | 9 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 127 324 | 20,81 | 5 096 | 33,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 935 287 | 7,06 | 277 550 | 18,56 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 585 | 11,36 | 424 | 23,32 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 28 096 | 13,22 | 1 124 | 25,45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 661 | 26 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 658 | 228 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 7 659 | 306 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 758 098 | 8,69 | 30 339 | 20,36 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 331 986 | 0,85 | 13 286 | 11,68 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7 199 | 288 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 768 864 | 294,82 | 30 770 | 337,25 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 28 615 | 39,50 | 1 145 | 54,52 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 354 | 0,57 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 405 542 | 4,61 | 16 230 | 15,85 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 91 560 | 26,62 | 3 664 | 40,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 209 | 35,39 | 369 | 50,20 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 973 554 | 9,56 | 38 962 | 21,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 203 830 | 81,40 | 208 257 | 100,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76 242 | 75,86 | 3 | 200,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13 114 | 2,63 | 525 | 13,67 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 11 687 | 56,33 | 468 | 72,96 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 18 507 | 1,34 | 741 | 12,29 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 630 320 | 4,59 | 25 225 | 15,82 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 17 407 | 42,94 | 697 | 58,18 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 245 635 | 0,08 | 9 830 | 10,82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 698 488 | 1 798,71 | 107 993 | 2 002,67 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 253 445 | 0,11 | 10 143 | 10,85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 99 633 | 4 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 433 047 | 4 932,50 | 17 331 | 5 472,35 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 23 323 | 4,55 | 1 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 461 | 18,59 | 819 | 43,01 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 24 766 | 991 | ||||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 7 985 | 1,67 | 320 | 12,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 22 599 | 8,65 | 904 | 20,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 218 104 | 28,12 | 88 769 | 41,87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 634 967 | 38,16 | 25 411 | 53,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 565 | 11,06 | 1 263 | 22,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43 096 | 20,71 | 1 725 | 33,64 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7 203 | 17,14 | 288 | 29,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 983 420 | 12,63 | 39 356 | 24,72 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 98 | 4 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 31 094 | 1 244 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 17 789 | 169,04 | 712 | 198,74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16 786 | 12,85 | 672 | 25,14 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 89 600 | 35,38 | 3 586 | 49,94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 520 | 261 | ||||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 269 770 | 0,35 | 10 958 | 10,44 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 13 992 | 1,54 | 560 | 12,47 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 107 093 | 7,45 | 4 286 | 18,99 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 5 164 | 207 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 611 073 | 320,39 | 104 495 | 365,54 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20 977 | 26,90 | 839 | 40,54 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27 091 | 155,07 | 1 084 | 183,03 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 88 152 | 7,46 | 3 528 | 18,99 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 541 | 0,56 | 22 | 10,53 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 20 932 | 1,75 | 838 | 12,65 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 138 477 | 2 280,15 | 5 542 | 2 538,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 16 936 | 43,27 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76 772 | 12,64 | 3 072 | 24,73 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 354 | 254 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 178 799 | 56,42 | 7 156 | 73,20 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 19 815 | 0,89 | 821 | 15,80 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 728 | 29 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 248 098 | 5,02 | 9 929 | 16,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 529 291 | 26,20 | 21 182 | 39,75 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 74 249 | 6,47 | 2 971 | 17,90 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 14 836 | 12,32 | 1 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 309 884 | 1,87 | 12 402 | 12,81 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 156 328 | 37,82 | 6 256 | 52,62 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 6 496 | 260 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 267 | 3,75 | 371 | 14,91 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323 583 | 12,03 | 12 950 | 24,06 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 659 | 226 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 398 508 | 27,92 | 55 968 | 41,66 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28 670 | 116,12 | 1 147 | 139,46 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 524 | 301 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 521 | 21,83 | 350 | 38,89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 710 588 | 28 780,43 | 68 458 | 31 889,25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 62 059 | 2 484 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 13 085 | 524 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10 782 | 0,49 | 431 | 11,37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 085 | 83 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 33 352 | 0,07 | 1 335 | 10,80 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66 228 | 30,03 | 2 650 | 42,78 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37 438 | 18,86 | 1 498 | 31,63 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 47 428 | 1 898 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 216 | 209 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15 525 | 621 | ||||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5 230 | 209 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 046 | 162 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 66 | 127,59 | 3 | 100,00 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 506 488 | 25,58 | 20 270 | 39,07 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 37 466 | 0,05 | 1 499 | 10,79 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 685 486 | 2,89 | 27 433 | 13,94 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 61 135 | 18,58 | 2 447 | 31,29 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 5 908 | 0,54 | 236 | 11,32 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 591 | 304 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 66 398 | 6,65 | 2 657 | 18,09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 364 328 | 26,14 | 15 | 40,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 29 468 | 60,11 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 814 | 33 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49 687 | 13,31 | 1 988 | 25,51 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 646 | 26 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 23 486 | 940 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 451 | 298 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 24 799 | 263,94 | 992 | 303,25 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 784 531 | 2,56 | 31 397 | 13,57 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 480 682 | 3,16 | 19 237 | 13,27 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 780 | 394 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 524 | 120,24 | 101 | 143,90 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1 544 | 0 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 302 | 985,00 | 52 | 1 200,00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 239 208 | 17,65 | 9 573 | 30,28 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 5 216 | 209 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 784 307 | 5,44 | 31 388 | 16,76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 945 | 23,05 | 598 | 36,53 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 63 | 3 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 35 034 | 0,11 | 1 402 | 10,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 476 609 | 2,80 | 19 074 | 13,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27 544 | 12,24 | 1 102 | 24,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 404 410 | 94,89 | 16 185 | 115,82 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 000 | 13,12 | 1 000 | 25,31 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 34 900 | 0,15 | 1 261 | 8,99 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24 231 | 14,77 | 970 | 27,17 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 147 988 | 1 254,09 | 5 922 | 1 403,05 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 15 161 | 607 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 74 069 | 15,47 | 2 964 | 27,87 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 29 411 | 12,98 | 1 177 | 25,21 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11 228 | 9,16 | 449 | 21,02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 36 919 | 2,37 | 1 477 | 13,35 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 851 907 | 4,49 | 34 093 | 15,71 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 046 624 | 1,36 | 41 886 | 12,24 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6 667 | 267 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 073 | 203 | ||||||
| 2025-08-01 | 13F | Motco | 6 095 | 244 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 42 196 | 15,09 | 1 689 | 27,49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90 651 | 110,37 | 4 | 200,00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 98 454 | 0,96 | 3 940 | 11,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110 347 | 4,13 | 4 416 | 15,33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 268 | 0,37 | 11 | 11,11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 596 | 24,20 | 64 | 36,96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 12 600 | 50,83 | 504 | 67,44 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 555 | 0 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10 444 | 52,29 | 418 | 83,70 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 50 652 | 9,09 | 2 027 | 20,80 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 225 680 | 5,64 | 9 032 | 16,98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 498 693 | 63,57 | 19 958 | 81,08 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 411 | 60,55 | 16 | 77,78 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 160 | 0,38 | 126 | 11,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 160 881 | 157,07 | 6 438 | 184,74 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21 494 | 13,74 | 860 | 26,10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 132 587 | 11,95 | 5 306 | 23,97 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 405 639 | 1,72 | 16 234 | 12,64 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 3 162 | 119,28 | 127 | 142,31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 56 686 | 2,21 | 2 269 | 13,17 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6 574 | 0,52 | 263 | 11,44 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 266 | 11 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 216 | 0,09 | 449 | 10,89 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9 995 | 11,41 | 361 | 21,55 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 34 596 | 4,64 | 1 385 | 15,91 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 189 607 | 2,21 | 7 588 | 13,19 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9 144 | 24,44 | 366 | 37,74 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14 717 | 0,53 | 589 | 11,15 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 144 959 | 20,71 | 5 801 | 33,66 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7 833 | 1,28 | 313 | 12,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90 998 | 106,13 | 3 642 | 128,28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 937 | 5,98 | 158 | 17,16 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 33 162 | 0,37 | 1 327 | 11,14 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 713 141 | 4,04 | 28 540 | 15,21 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7 873 | 285 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 185 984 | 1 902,84 | 7 443 | 2 218,69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3 567 | 0,42 | 143 | 10,94 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 107 550 | 163,28 | 4 304 | 191,60 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 173 625 | 3,15 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 799 671 | 2,88 | 32 003 | 13,93 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 647 | 0,49 | 66 | 10,17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78 032 | 197,11 | 3 123 | 228,98 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 714 | 545,65 | 229 | 635,48 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 71 441 | 4,51 | 2 893 | 17,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179 350 | 34,59 | 7 178 | 49,02 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 17 272 | 9,70 | 691 | 21,44 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 128 459 | 1,06 | 5 141 | 11,91 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 893 | 5,19 | 436 | 16,31 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 843 | 47,64 | 34 | 70,00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 631 963 | 1,10 | 25 291 | 11,95 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 8 353 000 | 788,64 | 333 828 | 856,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 272 | 291 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 110 576 | 3,91 | 4 425 | 15,08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10 735 | 238,64 | 430 | 276,32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 934 | 9,02 | 398 | 20,67 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 200 476 | 0,52 | 8 023 | 11,32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 44 833 | 29,98 | 1 794 | 56,68 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 412 224 | 1,09 | 16 497 | 11,94 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6 364 | 0,44 | 255 | 10,92 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 61 480 | 2,54 | 2 222 | 11,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 116 | 11,02 | 76 | 20,63 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 158 961 | 6 362 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 11 260 | 10,61 | 451 | 22,62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 86 595 | 7,00 | 3 466 | 18,50 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 684 534 | 2,17 | 27 395 | 13,14 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 94 604 | 40,38 | 3 786 | 55,48 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 955 | 0,10 | 38 | 11,76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80 658 | 8,69 | 3 228 | 20,32 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 71 097 | 5,72 | 2 975 | 18,29 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 5 470 | 219 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 331 | 19,06 | 13 | 30,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 114 233 | 6,46 | 4 572 | 17,90 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 138 377 | 23,37 | 5 538 | 36,61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64 225 | 5,04 | 2 570 | 16,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 861 | 4,67 | 1 355 | 16,41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 600 | 224 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 639 | 230 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 12 559 | 1,59 | 509 | 18,37 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 202 538 | 54,06 | 8 106 | 85,64 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86 123 | 3 447 | ||||||
| 2025-08-08 | 13F | Creative Planning | 421 232 | 1,18 | 16 858 | 12,04 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 670 | 1,85 | 1 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 323 | 0,62 | 13 | 9,09 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2 312 | 18,26 | 93 | 31,43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 546 | 6,41 | 422 | 17,88 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 234 137 | 107,53 | 9 370 | 150,13 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 11 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 461 | 459 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 1 046 849 | 9,19 | 41 895 | 20,91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 62 965 | 2,92 | 2 520 | 6,51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25 691 | 0,10 | 1 028 | 10,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 163 065 | 4,22 | 6 526 | 25,58 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 698 | 8,85 | 308 | 20,78 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 5 402 | 58,60 | 216 | 75,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 921 668 | 4,73 | 685 328 | 17,36 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 9 059 | 8,63 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 19 420 | 11,09 | 777 | 23,14 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 48 503 | 5,70 | 1 941 | 17,07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 52 | 62,50 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 296 | 12 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 1 478 580 | 1,67 | 59 173 | 12,59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 44 856 | 25,01 | 1 795 | 38,50 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 737 | 4,28 | 390 | 15,09 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 187 835 | 7 517 |
