Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF inkluderar Cliftonlarsonallen Wealth Advisors, Llc, Keebeck Wealth Management, LLC, Tobias Financial Advisors, Inc., Evoke Wealth, Llc, LRI Investments, LLC, Ieq Capital, Llc, HORAN Wealth, LLC, Texas Capital Bank Wealth Management Services Inc, Exchange Traded Concepts, Llc, Plotkin Financial Advisors, LLC, LongView Wealth Management, Beacon Financial Advisory LLC, Lantern Wealth Advisors, LLC, TCI Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, Talon Private Wealth, LLC, Harbor Asset Planning, Inc., Investment Counsel Co Of Nevada, Strategic Wealth Partners, Ltd., och Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 269 640 | 7,93 | 32 729 | 19,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 283 | 34 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 214 400 | 0,67 | 26 024 | 11,00 | ||||
| 2025-09-03 | 13F | American Trust | 10 671 | 1 295 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 385 | 18,46 | 47 | 31,43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 145 164 | 2,08 | 17 620 | 12,56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 071 101 | 6,10 | 130 010 | 16,99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 600 | 84,00 | 558 | 102,91 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 180 523 | 2,93 | 21 912 | 13,49 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 272 | 160 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 160 565 | 2,87 | 19 489 | 13,43 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 298 978 | 55,06 | 36 290 | 70,97 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2 800 | 340 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 225 | 27 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 270 | 33 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 427 | 3,39 | 8 | 16,67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 321 942 | 1,27 | 39 077 | 11,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 250 514 | 1 113,79 | 30 407 | 1 238,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 457 | 75,10 | 55 | 96,43 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 17 323 | 5,40 | 2 103 | 16,20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 599 651 | 5,54 | 680 | 16,27 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25 925 | 8,26 | 3 147 | 19,35 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 807 277 | 0,94 | 219 367 | 11,30 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 429 | 416 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 233 | 42,94 | 28 | 64,71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 382 | 46 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 40 762 | 1,35 | 4 948 | 11,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 443 | 1,60 | 1 996 | 7,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 836 846 | 24,39 | 101 576 | 37,16 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 852 241 | 4,00 | 103 442 | 14,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 006 474 | 3,66 | 364 926 | 14,30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 993 | 7,04 | 727 | 18,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 590 | 0,17 | 72 | 10,94 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 266 | 32 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 40 | 566,67 | 5 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 16 319 | 42,20 | 1 981 | 56,77 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1 794 | 218 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 962 | 30,63 | 238 | 44,24 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 96 856 | 1,96 | 11 756 | 12,43 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 784 | 7,93 | 459 | 19,22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 699 | 2,35 | 328 | 12,76 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103 768 | 55,07 | 12 595 | 70,99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 86 063 | 1,72 | 10 446 | 12,17 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5 571 | 2,56 | 613 | −2,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 741 | 2,83 | 454 | 13,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 626 | 97,01 | 2 382 | 117,34 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1 977 | 0,05 | 240 | 10,14 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2 895 | 0,07 | 351 | 10,38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 115 855 | 801,31 | 14 062 | 894,48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 538 | 66,10 | 429 | 83,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 244 | 10,91 | 30 | 20,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 350 073 | 3,01 | 42 492 | 13,58 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75 040 | 13,96 | 9 037 | 24,68 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14 116 | 3,09 | 1 713 | 13,67 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4 063 | 11,04 | 508 | 33,42 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 33 647 | 0,30 | 4 084 | 10,62 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 472 118 | 6,68 | 57 306 | 17,63 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10 423 | 0,23 | 1 265 | 10,58 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 2 237 | 0,27 | 272 | 10,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168 093 | 7,70 | 20 403 | 18,75 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 51 | 6 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 22 656 | 30,82 | 2 750 | 44,28 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 24 508 | 4,60 | 2 975 | 15,32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4 118 | 1,80 | 512 | 15,06 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10 931 | 9,49 | 1 327 | 20,66 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18 091 | 277,92 | 2 196 | 317,30 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 668 | 0,70 | 2 630 | 11,06 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 38 560 | 5,04 | 4 680 | 15,81 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 654 | 201 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 090 | 132 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 513 062 | 0,83 | 62 276 | 11,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 463 502 | 3,11 | 541 780 | 13,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 587 | 2,44 | 71 | 12,70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 593 | 14,78 | 679 | 26,49 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4 853 | 589 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 268 | 518 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 126 | 82,21 | 744 | 100,81 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 874 | 52,00 | 106 | 70,97 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 305 | 8,99 | 523 | 20,28 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11 106 | 63,59 | 1 348 | 80,46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 821 | 100 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 82 114 | 463,00 | 9 967 | 520,93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 389 200 | 9,10 | 47 241 | 20,30 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 37 926 | 4 604 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 693 | 0,63 | 1 327 | 13,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 10,57 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 261 | 1,69 | 881 | 12,23 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4 727 | 0,02 | 574 | 10,19 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 4 330 | 526 | ||||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 340 182 | 9,11 | 41 | 20,59 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7 308 | 2,17 | 909 | 17,31 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 360 800 | 29,82 | 43 794 | 43,15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 9 704 | 1 178 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 154 010 | 14,02 | 18 694 | 25,73 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 21 942 | 0,28 | 2 663 | 10,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 936 162 | 4,16 | 113 631 | 14,85 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 107 427 | 1,30 | 13 040 | 11,70 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9 656 | 3,86 | 1 172 | 14,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 483 208 | 0,96 | 665 552 | 11,32 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35 724 | 2,89 | 4 336 | 13,45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2 360 | 0,08 | 286 | 10,42 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 191 | 0,05 | 266 | 10,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 423 | 13,83 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 021 | 43,47 | 6 | 50,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 061 | 341,89 | 493 | 387,13 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 392 | 0,26 | 48 | 9,30 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 798 650 | 7,34 | 96 940 | 18,36 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 563 | 203,19 | 1 282 | 234,73 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1 799 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 158 848 | 82,98 | 19 281 | 101,78 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41 052 | 9,52 | 4 992 | 21,26 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3 196 | 8,49 | 388 | 19,44 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 125 | 0,81 | 15 | 15,38 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 646 | 86,17 | 78 | 105,26 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24 453 | 1,42 | 2 968 | 11,83 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 687 | 83 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 51 791 | 9,55 | 5 701 | 4,70 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 691 | 205 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 45 200 | 11,03 | 5 486 | 22,43 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 24 170 | 2 934 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 665 | 0,04 | 2 023 | 10,31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 140 | 7,94 | 381 | 19,06 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52 079 | 0,01 | 6 321 | 10,28 | ||||
| 2025-08-19 | NP | GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional | 345 385 | 5,02 | 41 923 | 15,80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77 195 | 3,50 | 9 370 | 14,12 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73 855 | 0,18 | 8 964 | 10,46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242 264 | 13,66 | 29 406 | 19,78 | ||||
| 2025-08-14 | 13F | Family Management Corp | 96 907 | 3,93 | 11 763 | 14,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 531 | 2 978 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 179 519 | 12,34 | 21 790 | 18,40 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140 252 | 15 747,68 | 17 024 | 17 449,48 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 797 | 2,32 | 1 189 | 12,81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 501 | 8,13 | 304 | 19,29 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141 | 0,71 | 17 | 13,33 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 531 | 307 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 47 250 | 5,37 | 5 735 | 16,19 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 13 | 2 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 736 | 154,17 | 211 | 180,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 187 | 6,82 | 630 | 17,79 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 10 935 | 1,94 | 1 327 | 12,46 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 58 662 | 3,49 | 7 120 | 14,12 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 31 008 | 0,07 | 3 764 | 10,35 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 742 | 0,42 | 576 | 10,79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61 637 | 27,52 | 7 482 | 40,62 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 439 959 | 80,68 | 53 448 | 99,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 46 678 | 4,95 | 5 666 | 15,71 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15 114 | 100,66 | 1 835 | 121,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 069 380 | 0,49 | 372 561 | 10,80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 900 | 46,89 | 473 | 61,99 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 427 800 | 8,77 | 51 926 | 19,94 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 134 025 | 2,20 | 16 268 | 12,70 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27 629 | 3 354 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 870 | 7,85 | 348 | 19,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 579 | 22,40 | 920 | 34,95 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 9 602 | 13,14 | 1 165 | 24,33 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 883 | 38,88 | 471 | 53,42 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3 923 | 11,54 | 476 | 23,00 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 137 088 | 0,29 | 16 640 | 10,58 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 811 380 | 1,28 | 98 485 | 11,68 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13 498 | 21,99 | 1 638 | 34,48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6 777 | 1,35 | 823 | 11,84 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 14 431 | 0,78 | 1 752 | 11,10 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 558 807 | 0,01 | 67 828 | 10,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 136 561 | 0,65 | 137 956 | 10,98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 241 | 0,58 | 636 | 10,99 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 2 030 | 246 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 713 | 1 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 52 384 | 5,13 | 6 358 | 15,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 778 | 0,88 | 1 187 | 11,15 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 4 929 | 104,18 | 598 | 125,66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143 712 | 1,40 | 17 444 | 11,81 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 255 | 0,27 | 274 | 10,53 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 146 | 18,99 | 746 | 31,34 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 103 | 32,75 | 1 955 | 46,37 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 613 | 0,16 | 74 | 10,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 6 770 | 11,50 | 822 | 22,90 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 10 687 | 1 297 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 1 871 | 227 | ||||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 60 486 | 76,53 | 7 342 | 94,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66 641 | 145,47 | 8 089 | 170,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 60 195 | 19,53 | 7 268 | 31,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 534 | 3,37 | 4 070 | 13,97 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 371 | 111,08 | 409 | 133,71 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 485 | 1,42 | 787 | 11,95 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 815 | 4,47 | 706 | 15,20 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 41 739 | 353,93 | 5 066 | 399,61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 541 738 | 1,77 | 65 756 | 12,22 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 70 998 | 2,68 | 8 618 | 13,22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14 077 | 2,97 | 1 709 | 13,56 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13 360 | 16,45 | 1 471 | 46,85 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 225 | 29,83 | 391 | 43,22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21 387 | 13,58 | 2 596 | 25,29 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 26 577 | 4,38 | 3 226 | 15,10 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 325 | 61,69 | 39 | 77,27 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 150 | 12,97 | 140 | 24,11 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 632 | 441 | ||||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 4 221 | 512 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 347 | 0,29 | 42 | 10,53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 559 083 | 0,26 | 68 | 9,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 113 504 | 1,99 | 13 777 | 12,47 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 241 | 4,18 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 181 448 | 2,37 | 22 024 | 12,88 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4 940 | 30,38 | 600 | 43,65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 506 | 547 | ||||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 122 901 | 2,88 | 14 918 | 13,44 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 890 | 8,93 | 1 104 | 22,83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 702 | 0,14 | 85 | 10,39 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 211 | 840,26 | 3 303 | 938,36 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13 349 | 1,51 | 1 620 | 11,96 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 5 434 | 19,35 | 660 | 31,54 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 6 749 | 0,21 | 820 | 10,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 853 | 2,40 | 2 774 | 12,91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 103 | 97,41 | 1 955 | 117,84 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2 012 | 247 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 304 | 2,26 | 2 100 | 12,78 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39 271 | 101,77 | 4 767 | 112,67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 803 | 219 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 47 379 | 24,36 | 5 751 | 37,13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1 670 | 0,24 | 203 | 10,38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 896 | 230 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | 26 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 849 | 22,86 | 224 | 35,76 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 827 | 0,03 | 465 | 10,21 | ||||
| 2025-07-18 | 13F | Vicus Capital | 12 315 | 15,64 | 1 495 | 27,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 491 025 | 2,28 | 302 361 | 12,78 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 200 | 24 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 169 436 | 7,69 | 263 326 | 18,75 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 87 | 11 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 39 145 | 30,11 | 4 751 | 43,49 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 452 | 120,49 | 55 | 145,45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 797 | 218 | ||||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 130 453 | 9,10 | 15 834 | 20,29 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 100 | 148,88 | 740 | 175,09 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 172 | 0,58 | 21 | 5,26 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 24 256 | 3,36 | 2 944 | 13,98 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 78 023 | 8,51 | 9 470 | 19,65 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 107 325 | 4,37 | 13 412 | 25,40 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 529 | 0,14 | 671 | 10,54 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 651 531 | 3,08 | 79 083 | 13,66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 235 | 30,56 | 0 |
