Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Treasury Bond ETF inkluderar Lockheed Martin Investment Management Co, Gibbs Wealth Management, DDIAX - Delaware Wealth Builder Fund Class A, HCIIX - The Core Fixed Income Portfolio HC Strategic Shares, Silphium Asset Management Ltd, Nepc Llc, GenTrust, LLC, Forefront Analytics, LLC, Drucker Wealth 3.0, LLC, Scott Marsh Financial, LLC, Meeder Advisory Services, Inc., Richmond Investment Services, LLC, Precision Wealth Strategies, LLC, Atlantic Trust, LLC, Lokken Investment Group LLC, Midwest Trust Co, KM Capital Management Ltd., One Capital Management, LLC, Kfg Wealth Management, Llc, och Hancock Whitney 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 23 053 | 0,89 | 530 | 0,76 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 294 | 2,16 | 145 | 2,13 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 133 455 | 104,64 | 3 067 | 108,50 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13 467 | 0,14 | 310 | 0,00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 177 831 | 4 087 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21 847 | 15,83 | 502 | 15,94 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 119 146 | 45,55 | 48 698 | 45,52 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 106 | 0,95 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 633 927 | 25,62 | 14 568 | 25,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 525 006 | 6,11 | 12 065 | 6,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 425 232 | 0,16 | 9 772 | 0,13 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 041 | 75,19 | 47 | 76,92 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 80 114 | 329,36 | 1 841 | 329,91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 12 047 | 7,92 | 277 | 7,81 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3 543 | 10,89 | 81 | 10,96 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 44 926 | 0,27 | 1 032 | 0,29 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 345 388 | 22,13 | 7 902 | 21,18 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 40 654 | 3,00 | 934 | 2,98 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 22 655 | 13,16 | 521 | 13,04 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 35 764 | 7,20 | 822 | 7,31 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 50 946 | 1,91 | 1 167 | 1,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 31 574 796 | 61,25 | 725 589 | 61,22 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 9 723 | 223 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 88 622 | 8,44 | 2 037 | 8,41 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 1 020 595 | 2,25 | 23 453 | 2,23 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9 368 | 4,59 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 29 451 | 93,10 | 677 | 93,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 394 744 | 1,91 | 9 071 | 1,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 22 763 | 523 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 72 522 | 9,14 | 1 667 | 9,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 190 098 | 4,72 | 4 368 | 4,70 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 230 | 7,98 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 716 875 | 3,96 | 16 474 | 3,93 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 83 383 | 10,10 | 1 916 | 10,11 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 44 065 | 11,53 | 1 013 | 11,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 126 328 | 23,96 | 2 903 | 23,95 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 122 972 | 2,16 | 2 826 | 2,13 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 40 075 | 5,52 | 921 | 5,50 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1 446 | 65,64 | 33 | 65,00 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 294 155 | 17,96 | 6 760 | 17,94 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22 965 | 13,64 | 527 | 13,58 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 282 279 | 1,38 | 6 487 | 1,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 35 064 | 3,94 | 806 | 3,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 283 396 | 7,69 | 52 | 8,33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 126 643 | 16,39 | 2 910 | 16,40 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial | 399 952 | 0,49 | 9 191 | 0,46 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 285 | 17,77 | 7 | 20,00 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 65 850 | 52,36 | 1 520 | 55,79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 40 208 | 1,60 | 924 | 1,54 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 20 846 | 477 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 313 | 17,19 | 76 | 18,75 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 178 906 | 9,05 | 4 111 | 9,02 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 95 056 | 0,32 | 2 184 | 0,32 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 24 501 | 4,13 | 563 | 4,26 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 244 786 | 15,97 | 5 626 | 16,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 860 725 | 31,15 | 20 | 26,67 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 342 | 0,17 | 54 | 0,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22 995 | 528 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 104 669 | 2 404 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 745 592 | 50,33 | 40 114 | 50,30 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 479 632 | 11,82 | 11 013 | 11,71 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 21 950 | 26,04 | 504 | 26,00 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 373 706 | 2,79 | 8 588 | 2,76 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 950 000 | 21 831 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 84 755 | 45,77 | 1 948 | 45,73 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 58 556 | 6,16 | 1 346 | 6,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 261 785 | 391,43 | 6 016 | 391,42 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 806 500 | 18 533 | ||||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 111 150 | 5,61 | 2 554 | 5,62 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 162 799 | 4,52 | 3 741 | 4,50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 861 | 0,89 | 89 | 1,15 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 896 | 3,04 | 296 | 3,14 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 188 531 | 0,46 | 4 332 | 0,44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 149 981 | 43,90 | 3 447 | 43,88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 056 | 24 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 72 665 | 46,96 | 1 670 | 46,92 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 74 407 | 36,28 | 1 710 | 36,28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 781 862 | 0,50 | 17 967 | 0,48 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 834 602 | 2,80 | 19 179 | 2,78 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 232 | 0,87 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 64 274 | 0,48 | 1 477 | 0,48 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 89 306 | 2,29 | 2 028 | 1,81 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 46 909 | 15,16 | 1 078 | 15,06 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 63 554 | 1 460 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 261 725 | 41,18 | 97 934 | 41,15 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 35 622 | 3,87 | 819 | 3,81 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 5 564 | 0,32 | 128 | 0,00 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 127 506 | 16,64 | 2 943 | 19,21 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 337 644 | 23,62 | 7 750 | 23,79 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 26 379 | 606 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 76 700 | 7,72 | 1 763 | 7,64 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 627 613 | 1,37 | 14 423 | 1,35 | ||||
| 2025-07-25 | NP | DDIAX - Delaware Wealth Builder Fund Class A | 820 829 | 18 682 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 914 | 9,46 | 1 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92 781 | 5,00 | 2 132 | 4,97 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 542 | 12 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 797 | 0,08 | 110 | 0,00 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 13 274 | 34,47 | 305 | 34,51 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 3 233 769 | 0,38 | 74 312 | 0,36 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 47 224 | 9,69 | 1 085 | 9,71 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 339 640 | 32,29 | 7 633 | 29,35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 27 707 | 15,52 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 794 108 | 71,13 | 18 249 | 71,05 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 32 968 | 758 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 258 256 | 28,09 | 5 902 | 27,36 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 73 083 | 9,02 | 1 679 | 9,03 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 67 463 | 11,06 | 1 550 | 11,03 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 425 888 | 26,64 | 10 | 28,57 | ||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 13 972 | 0,11 | 321 | 0,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 277 | 213 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 21 800 266 | 1,25 | 500 970 | 1,78 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 830 | 0,07 | 65 | 0,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 975 139 | 10,36 | 45 389 | 10,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 991 | 47,03 | 23 | 46,67 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 9 173 | 0,46 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15 715 | 361 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 212 632 | 205,66 | 4 886 | 205,76 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 16 869 | 16,71 | 388 | 16,57 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 723 | 0 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 77 875 | 24,24 | 1 790 | 24,24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 071 | 37,73 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 754 468 | 7,08 | 17 338 | 7,05 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 56 095 | 1 289 | ||||||
| 2025-06-27 | NP | ADFI - Anfield Dynamic Fixed Income ETF | 503 640 | 2,28 | 11 624 | 4,55 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 101 273 | −4,42 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 12 043 | 1,71 | 277 | 1,47 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 1 010 198 | 17,50 | 23 214 | 17,48 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 13 756 | 9,30 | 316 | 9,34 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 79 171 | 1 805 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20 252 | 0,76 | 465 | 0,87 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 117 459 | 2,77 | 2 699 | 2,74 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 400 268 | 34,71 | 9 198 | 34,69 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 64 464 | 4,18 | 1 481 | 4,15 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 070 | 40,60 | 25 | 41,18 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 976 | 0,93 | 22 | 0,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 378 760 | 3,74 | 8 704 | 3,72 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 140 821 | 5,29 | 3 236 | 5,27 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5 444 | 31,53 | 125 | 31,58 | ||||
| 2025-08-26 | NP | Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II | 505 817 | 30,79 | 11 624 | 30,76 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 33 592 | 2,18 | 772 | 2,12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 376 228 | 12,81 | 32 | 10,71 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 45 733 | 1 051 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 148 294 | 1,17 | 3 408 | 1,13 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 666 851 | 0,15 | 15 324 | 0,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 346 330 | 48,70 | 53 919 | 48,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 321 504 611 | 2,80 | 7 388 176 | 2,78 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 52 176 | 6,28 | 1 199 | 6,29 | ||||
| 2025-08-14 | 13F | Nepc Llc | 487 077 | 11 193 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 38 | 5,56 | 1 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 697 | 0,87 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 46 667 | 16,62 | 1 072 | 16,65 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 163 940 | 8,24 | 3 735 | 8,55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 156 526 | 16,96 | 3 597 | 16,94 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 15 373 | 353 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 75 018 | 5,95 | 1 724 | 5,90 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 407 378 | 19,53 | 9 362 | 19,51 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 83 865 | 0,61 | 1 927 | 0,57 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 846 789 | 19 459 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 348 917 | 10,41 | 7 983 | 9,55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 41 157 180 | 0,30 | 945 792 | 0,27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 692 | 1 770,27 | 16 | |||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 490 | 11 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 205 499 | 17,45 | 4 722 | 17,43 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 53 505 | 20,47 | 1 225 | 20,33 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 33 427 | 0,89 | 768 | 0,92 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 32 481 | 12,38 | 743 | 12,92 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 15 224 | 14,56 | 350 | 14,43 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 800 183 | 12,97 | 18 388 | 12,95 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 2 162 | 50 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 172 992 | 12,66 | 3 975 | 12,64 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 300 | 18,11 | 7 | 20,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 25 109 | 50,99 | 577 | 51,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 380 | 181,63 | 32 | 181,82 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 14 226 | 43,10 | 327 | 42,98 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 467 042 | 327,16 | 10 733 | 327,06 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 63 891 | 26,32 | 1 468 | 26,33 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 67 585 | 180,55 | 1 553 | 180,83 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 698 | 23,53 | 338 | 23,44 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 84 940 | 3 966,06 | 1 941 | 4 027,66 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 22 866 | 16,38 | 525 | 16,41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial | 97 269 | 41,07 | 2 235 | 41,10 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6 563 | 15,81 | 150 | 15,38 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 21 154 | 10,55 | 486 | 10,71 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 274 | 213 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 105 719 785 | 2,65 | 2 429 441 | 2,63 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 40 116 | 2,90 | 922 | 2,79 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 90 244 | 2,90 | 2 074 | 2,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 914 799 | 8,09 | 89 962 | 8,06 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 945 646 | 7,27 | 21 731 | 7,12 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 13 230 | 2,46 | 304 | 2,70 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 53 | 1 | ||||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 20 870 | 28,01 | 482 | 30,71 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 18 669 | 24,22 | 429 | 24,35 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial | 947 479 | 13,80 | 21 773 | 13,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 33 542 | 29,72 | 771 | 29,63 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 89 410 | 48,62 | 2 055 | 48,63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 22 896 | 526 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4 313 138 | 81,95 | 99 116 | 81,91 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 116 312 | 26,26 | 2 673 | 26,22 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 512 | 3,07 | 265 | 3,13 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 15 958 | 3,66 | 367 | 3,68 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 30 578 | 0,88 | 703 | 0,86 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 11 290 | 259 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 91 034 | 99,20 | 2 092 | 99,14 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 584 174 | 2,23 | 13 421 | 2,18 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 17 372 | 1,71 | 399 | 1,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 74 588 153 | 0,63 | 1 714 024 | 0,61 | ||||
| 2025-08-27 | NP | IBNAX - Ivy Balanced Fund Class A | 2 789 128 | 3,44 | 64 094 | 3,41 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 11 758 | 0,92 | 270 | 1,12 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 54 242 | 0,04 | 1 246 | 1,55 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 5 749 375 | 10,85 | 132 121 | 10,83 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 559 527 | 1,02 | 12 858 | 0,99 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 238 126 | 26,81 | 5 472 | 26,78 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 5 042 513 | 0,65 | 115 877 | 0,63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 261 627 | 31,51 | 6 012 | 31,50 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 807 | 19 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 20 987 708 | 13,89 | 482 298 | 13,86 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24 070 | 0,07 | 553 | 0,18 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 203 112 | 8,43 | 4 667 | 8,41 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 285 678 | 0,75 | 75 505 | 0,73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 476 986 | 1,88 | 516 521 | 1,86 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 13 458 570 | 9,59 | 309 278 | 9,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 469 934 | 46,60 | 10 799 | 46,57 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 53 480 | 33,71 | 1 229 | 33,62 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 608 341 | 0,97 | 13 980 | 0,94 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 30 751 087 | 17 484,21 | 705 040 | 17 442,65 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44 321 | 311,56 | 1 014 | 313,88 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 170 865 | 15,45 | 3 926 | 15,44 | ||||
| 2025-08-13 | 13F | Fairtree Asset Management (Pty) Ltd | 279 555 | 9,60 | 6 424 | 9,59 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 902 112 | 10,59 | 20 731 | 10,57 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 6 389 947 | 4,68 | 146 841 | 4,65 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 20 837 | 0,43 | 479 | 0,42 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 214 064 | 64,34 | 4 919 | 64,30 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 718 | 292 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 911 651 | 59,57 | 66 919 | 59,52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 995 618 | 109,74 | 22 703 | 108,09 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 9 566 | 3,52 | 220 | 3,30 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 48 606 | 0,90 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 453 | 33 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 382 000 | 8 778 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 269 152 | 4,23 | 6 185 | 4,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 717 608 | 4,38 | 39 471 | 4,35 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 242 749 | 32,88 | 28 558 | 32,85 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 6 472 | 149 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 260 256 | 19,18 | 28 961 | 19,15 | ||||
| 2025-08-12 | 13F | Prudential Plc | 871 946 | 1 377,87 | 20 037 | 1 377,65 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 98 629 | 4,32 | 2 266 | 4,28 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 158 033 | 35,03 | 3 606 | 34,05 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19 771 | 0,03 | 454 | 0,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 881 | 2 937,93 | 20 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 67 397 | 9,91 | 1 549 | 9,87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 081 505 | 22,42 | 25 | 20,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 16 066 | 10,31 | 369 | 10,48 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 11 441 | 2,88 | 263 | 2,75 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 25 829 | 3,64 | 594 | 3,67 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 203 708 | 2,87 | 4 681 | 2,86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 403 221 | 6,73 | 55 226 | 6,71 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 47 424 | 9,44 | 1 090 | 9,55 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 11 644 | 17,36 | 265 | 18,30 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 42 | 1 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 178 923 | 0,60 | 4 112 | 0,56 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 12 873 | 8,96 | 296 | 8,86 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 39 666 | 1,17 | 912 | 1,11 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 659 | 0,92 | 15 | 0,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service | 319 224 | 34,58 | 7 336 | 34,54 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12 600 | 19,05 | 290 | 18,93 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 511 996 | 0,08 | 11 766 | 0,06 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 679 | 424,69 | 39 | 442,86 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 540 907 | 92,13 | 12 430 | 92,09 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 100 781 | 4,19 | 2 316 | 4,14 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 809 | 373,10 | 19 | 500,00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 255 921 | 1 914,65 | 5 881 | 1 920,96 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 51 167 | 2,43 | 1 176 | 2,35 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 126 | 0,80 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 965 054 | 4,08 | 137 077 | 4,06 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 49 630 | 29,26 | 1 140 | 29,25 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 45 089 | 0,89 | 1 036 | 0,88 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 43 336 | 5,77 | 996 | 5,74 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 11 882 | 25,32 | 271 | 24,88 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 11 272 | 0,62 | 259 | 0,78 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 667 | 3,41 | 15 | 7,14 | ||||
| 2025-08-06 | 13F | Genus Capital Management Inc. | 1 672 954 | 112,52 | 38 444 | 112,53 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 411 465 | 56,89 | 9 | 50,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 67 737 | 166,56 | 1 557 | 166,44 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 25 374 | 2,40 | 583 | 2,46 | ||||
| 2025-07-16 | 13F | Meyer Handelman Co | 13 131 | 11,36 | 302 | 11,07 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 18 170 | 10,27 | 418 | 10,32 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 20 647 | 1,87 | 474 | 1,94 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 15 817 | 1,15 | 363 | 1,11 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 23 367 | 56,66 | 532 | 55,56 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 520 | 0,97 | 12 | 0,00 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 91 429 | 14,38 | 2 083 | 13,34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 115 670 | 141,44 | 2 658 | 141,42 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 9 362 | 215 | ||||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 2 134 027 | 105,83 | 49 040 | 105,78 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 369 314 | 5,61 | 8 487 | 5,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 100 | −1,00 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3 241 | 3,05 | 74 | 2,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 960 444 | 1,02 | 22 071 | 1,00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 182 743 | 10,83 | 4 199 | 10,82 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 193 020 | 4 436 | ||||||
| 2025-07-28 | 13F | Jordan Park Trust Co LLC | 84 001 | 1,92 | 1 930 | 1,90 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 15 702 | 52,67 | 361 | 52,54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 310 | 0,84 | 352 | 0,86 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 461 706 | 6,25 | 10 610 | 6,23 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 40 245 | 4,52 | 925 | 4,41 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 56 097 | 5,20 | 1 289 | 5,22 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 377 827 | 2,10 | 31 662 | 2,08 | ||||
| 2025-07-16 | 13F | Novem Group | 132 908 | 2,54 | 3 054 | 2,52 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3 087 | 71 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 555 | 6,16 | 518 | 6,15 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 546 923 | 4,28 | 12 568 | 4,26 | ||||
| 2025-08-13 | 13F | Silphium Asset Management Ltd | 491 200 | 11 288 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 139 | 118 | ||||||
| 2025-07-31 | 13F | City State Bank | 15 991 | 0,63 | 367 | 0,55 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 86 247 | 6,68 | 1 982 | 6,68 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 26 354 | 4,91 | 605 | 4,85 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92 197 | 77,69 | 2 122 | 78,39 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 3 647 | 0,19 | 84 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 165 | 235,63 | 73 | 242,86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 110 029 | 33,34 | 2 528 | 33,33 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 85 602 | 0,65 | 1 967 | 0,67 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 38 352 | 881 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 179 | 1,13 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 17 448 | 7,23 | 401 | 7,24 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 13 995 | 2,92 | 322 | 2,88 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35 890 | 0,09 | 825 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 744 707 | 11,17 | 132 038 | 11,01 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 70 820 | 2,33 | 1 627 | 2,33 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 119 767 | 3,38 | 2 752 | 3,38 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 437 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 22 511 | 86,27 | 517 | 86,64 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1 754 | 40 | ||||||
| 2025-08-14 | 13F | KKM Financial LLC | 36 495 | 2,79 | 838 | 3,97 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 24 679 | 14,58 | 562 | 13,33 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 25 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 783 492 | 0,68 | 132 905 | 0,66 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 22 942 | 57,96 | 527 | 58,26 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 47 061 | 1 081 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 83 360 | 6,11 | 1 916 | 6,04 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1 534 716 | 4,50 | 35 268 | 4,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 964 | 91,18 | 643 | 91,07 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 16 671 | 16,60 | 383 | 16,77 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 38 763 | 891 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 87 388 | 12,06 | 2 008 | 12,05 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 8 929 | 2,57 | 205 | 2,50 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 393 030 | 7,95 | 9 032 | 7,92 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 067 339 | 2,34 | 69 935 | 3,06 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 39 226 | 44,64 | 901 | 44,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 771 981 | 10,44 | 17 740 | 10,42 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 55 | 1 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 50 766 | 1,10 | 1 167 | 1,04 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 928 333 | 1,55 | 44 313 | 1,53 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 806 | 41 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 361 764 | 6,02 | 8 313 | 6,01 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 17 756 | 28,31 | 408 | 28,30 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 11 760 | 0,46 | 270 | 0,37 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 3 054 687 | 5,01 | 70 197 | 4,99 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 5 | 0 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 92 479 | 1,99 | 2 125 | 1,97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19 206 | 188,16 | 441 | 190,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133 489 | 6,07 | 3 068 | 6,05 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 67 461 | 22,56 | 1 557 | 25,28 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 41 018 | 15,74 | 943 | 15,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 352 428 | 54,94 | 8 099 | 54,93 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 26 622 | 0,88 | 1 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 111 147 | 199,89 | 2 554 | 200,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 048 499 | 5,99 | 570 605 | 5,04 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 7 606 | 1,78 | 175 | 1,75 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 996 931 | 6,00 | 22 909 | 5,97 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 9 836 | 10,54 | 226 | 10,78 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12 088 | 0,59 | 278 | 0,36 | ||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 41 466 | 4,45 | 944 | 3,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 81 481 | 0,36 | 1 872 | 0,32 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 34 058 | 3,00 | 783 | 3,03 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 034 689 | 1,82 | 23 777 | 1,80 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 459 919 | 2,24 | 79 508 | 2,22 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 146 | 3 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 71 828 | 8,98 | 1 651 | 8,98 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 153 072 | 5,85 | 3 518 | 5,84 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 11 324 | 0,86 | 260 | 0,78 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 17 132 | 7,13 | 394 | 7,08 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 10 277 | 236 | ||||||
| 2025-08-27 | NP | HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares | 11 042 200 | 1 517,10 | 253 750 | 1 516,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 40 314 805 | 7,45 | 926 434 | 7,42 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 42 884 | 985 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 795 | 7,37 | 294 | 7,69 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 28 563 | 8,31 | 657 | 11,00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 25 433 | 0,65 | 585 | 0,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 225 098 | 33,02 | 5 155 | 32,84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 120 063 | 59,61 | 2 759 | 59,66 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 771 | 14,86 | 270 | 14,47 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 25 227 | 580 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 19 637 | 74,57 | 451 | 74,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12 043 222 | 8,32 | 276 753 | 8,30 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 424 266 | 0,62 | 9 750 | 0,60 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 775 | 41 | ||||||
| 2025-08-27 | NP | WASAX - Ivy Asset Strategy Fund Class A | 1 515 325 | 91,62 | 34 822 | 91,58 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 233 576 | 44,65 | 5 368 | 44,62 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1 318 734 | 3,31 | 30 304 | 3,29 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 35 863 | 3,25 | 824 | 3,26 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 113 983 | 17,13 | 2 631 | 19,71 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 027 | 38,01 | 345 | 38,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 418 | 9,92 | 239 | 10,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 586 222 | 1,46 | 13 471 | 1,44 | ||||
| 2025-08-26 | NP | Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II | 329 317 | 32,99 | 7 568 | 32,96 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 24 977 | 0,48 | 574 | 0,35 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 22 407 | 0,86 | 515 | 0,78 | ||||
| 2025-08-08 | 13F | Croban | 104 669 | 205,26 | 2 404 | 205,46 |
