Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core High Dividend ETF inkluderar Glenmede Investment Management, LP, LOM Asset Management Ltd, Concord Asset Management, LLC/VA, Regatta Capital Group, Llc, Kingstone Capital Partners Texas, LLC, Tableaux Llc, Cornerstone Planning, LLC, Midwest Trust Co, Dunhill Financial, LLC, Noble Family Wealth, LLC, Diversify Advisory Services, LLC, Midwestern Financial, LLC /IA, Diversify Wealth Management, Llc, Cary Street Partners Financial Llc, Carnegie Capital Asset Management, LLC, Pure Financial Advisors, Inc., Dorsey & Whitney Trust CO LLC, Armis Advisers, LLC, Shared Vision Wealth Group LLC, och Atlantic Union Bankshares 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 188 | 0,19 | 374 | −3,12 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 152 | 0,66 | 18 | 5,88 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 167 532 | 3,88 | 19 630 | 0,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 36 310 | 4,73 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 9 388 | 0,02 | 1 100 | −3,26 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9 215 | 36,22 | 1 080 | 31,75 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 522 | 14,22 | 296 | 10,49 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48 689 | 11,80 | 5 705 | 8,15 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 61 | 7,02 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 9 502 | 20,07 | 1 113 | 16,18 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 8 639 | 4,53 | 1 012 | 1,20 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 5 043 | 0,04 | 591 | −3,28 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 264 | 0,76 | 31 | −3,23 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 501 | 50 000,00 | 59 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13 062 | 1,01 | 1 531 | −2,30 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 602 | 0,84 | 70 | −2,78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287 213 | 2,68 | 33 653 | −0,67 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 412 | 1,22 | 166 | −2,37 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 304 | 5,16 | 153 | 1,33 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 28 756 | 2,27 | 3 369 | −1,06 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6 541 | 176,58 | 373 | 30,42 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 25 803 | 12,62 | 3 023 | 8,94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 620 | 26,02 | 307 | 22,31 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 83 849 | 0,54 | 9 825 | −2,74 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 037 | 0,39 | 239 | −2,86 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 695 | 87,65 | 3 011 | 81,54 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 904 | 6,91 | 223 | 3,72 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 158 884 | 3,60 | 18 616 | 0,22 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 6 600 | 106,25 | 770 | 101,57 | |||
| 2025-08-14 | 13F | Helium Advisors LLC | 5 318 | 0,45 | 623 | −2,81 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 53 158 | 2,97 | 6 229 | −0,38 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 703 | 0,72 | 82 | −2,38 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 400 | 47 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 993 | 234 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 18 207 | 0,42 | 2 133 | −2,82 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 147 755 | 4,25 | 17 700 | 15,19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21 190 | 12,40 | 2 483 | 8,72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 50 875 | 11,48 | 5 961 | 7,85 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 36 119 | 1,23 | 4 232 | −2,06 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 19 137 | 17,80 | 2 242 | 13,98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19 037 | 0,78 | 2 231 | −2,49 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 11 754 | 0,13 | 1 377 | −3,10 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 216 | 101,87 | 25 | 108,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 104 | 0,18 | 598 | −3,24 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 16 063 | 1 882 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 760 | 110,32 | 1 495 | 103,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 653 620 | 37,53 | 76 274 | 34,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 934 | 0,34 | 18 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 377 | 4,78 | 1 216 | 1,33 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 426 | 172,66 | 636 | 163,49 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2 609 | 40,65 | 306 | 36,16 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 72 805 | 18,63 | 8 531 | 14,76 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 143 051 | 37,97 | 16 761 | 33,48 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 667 | 1,26 | 547 | −2,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 271 | 9,88 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4 060 | 0,45 | 476 | −2,86 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18 149 | 0,07 | 2 127 | −3,19 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 579 | 30,86 | 419 | 26,59 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 16 322 | 24,65 | 1 912 | 20,63 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 25 184 | 0,62 | 2 951 | −2,67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 748 | 674 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 92 380 | 2,75 | 10 824 | −0,60 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 22 | 3 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 390 | 408 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17 177 | 0,21 | 1 998 | 2,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 11 700 | 74,63 | 1 371 | 68,93 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 73 678 | 541,29 | 8 633 | 520,56 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 654 | 44,83 | 194 | 39,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2 900 | 0,80 | 340 | −2,59 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 5 390 | 77,54 | 632 | 71,93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44 400 | 481,61 | 5 202 | 462,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 327 360 | 7,84 | 38 | 5,56 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 19 289 | 1,17 | 2 336 | 6,91 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 164 | 0,93 | 371 | −2,37 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 060 | 0,29 | 241 | −2,82 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2 011 | 0,55 | 239 | −1,65 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 869 | 7,37 | 688 | 3,78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 146 | 356,25 | 17 | 466,67 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −178 | −11,88 | −21 | −16,67 | |||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7 698 | 2,50 | 902 | −0,77 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 45 704 | 1,14 | 5 355 | −2,16 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 195 333 | 14,35 | 23 | 10,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 14 | 2 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 21 707 | 5,08 | 2 543 | 1,64 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 45 119 | 5 287 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 418 | 2,91 | 518 | −0,39 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 90 076 | 1,98 | 10 554 | −1,34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 382 | 3,86 | 631 | 0,48 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1 720 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 454 551 | 3,79 | 53 255 | 0,43 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 740 | 0,77 | 321 | −2,43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 141 620 | 18,36 | 16 751 | 15,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 359 978 | 2,79 | 42 179 | −0,57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 855 | 1,12 | 686 | −2,14 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 1 864 | 0,76 | 0 | |||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 3 355 | 6,34 | 393 | 2,88 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 18 495 | 0,92 | 2 167 | −2,34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12 150 | 2,76 | 1 424 | −0,63 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 254 | 12,95 | 381 | 9,48 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 160 896 | 0,22 | 18 852 | −3,05 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 5 524 | 647 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 819 | 0,05 | 447 | −3,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 637 677 | 1,48 | 74 610 | −1,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 090 | 1,86 | 714 | −1,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25 693 | 10,86 | 3 010 | 7,23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 695 | 4 533,33 | 81 | 8 000,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 084 | 0,62 | 361 | −2,70 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 71 852 | 1,67 | 8 419 | −1,65 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 26 720 | 1,57 | 3 131 | −1,76 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 223 | 26 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 75 852 | 20,62 | 8 888 | 16,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 715 000 | 735,28 | 83 777 | 708,10 | |||
| 2025-08-13 | 13F | M&t Bank Corp | 742 387 | 1,78 | 86 986 | −1,54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 798 | 1 148 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 98 876 | 6,34 | 11 585 | 2,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 763 314 | 11,35 | 323 778 | 7,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 924 | 1 043,30 | 4 678 | 1 008,29 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 233 | 0,02 | 730 | −3,18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33 467 | 24,53 | 3 921 | 20,46 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 118 | 8,13 | 717 | 4,53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129 401 | 0,06 | 15 162 | −3,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | −42,22 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 17 | 2 | ||||||
| 2025-08-06 | 13F | Raelipskie Partnership | 15 565 | 4,15 | 1 824 | 0,72 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115 531 | 6,24 | 14 | 0,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 38 428 | 3,64 | 4 503 | 0,27 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2 622 | 0,23 | 307 | −2,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 233 | 0,13 | 262 | −3,33 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9 912 | 0,19 | 1 161 | −3,09 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 500 | 59 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 8 141 | 331 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 137 | 14,41 | 602 | 10,68 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15 151 | 3,60 | 1 775 | 0,23 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9 777 | 2,79 | 1 146 | −0,61 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 291 | 276 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 455 | 0,86 | 991 | −2,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 615 | 14,22 | 1 128 | 10,49 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 13 199 | 20,43 | 1 547 | 16,50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 51 241 | 12,39 | 6 004 | 8,71 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6 966 | 0,75 | 816 | −2,51 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 566 | 66 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 778 605 | 3,39 | 91 | 0,00 | ||||
| 2025-07-16 | 13F | Novem Group | 2 097 | 5,32 | 246 | 1,66 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 893 | 189,00 | 87 | 411,76 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 236 618 | 39,51 | 27 724 | 34,96 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12 251 | 0,39 | 1 451 | −1,16 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17 700 | 1,74 | 2 074 | −1,61 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 34 000 | 34 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 172 257 | 3,72 | 20 183 | 0,33 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 620 | 1,73 | 1 830 | −1,56 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 37 642 | 1,88 | 4 411 | −1,45 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 67 473 | 2,35 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 401 | 11,63 | 1 336 | 8,01 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 294 | 0,17 | 269 | −3,25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 297 | 621 | ||||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 49 239 | 3,82 | 5 769 | 0,44 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 034 | 238 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 108 | 67,42 | 2 473 | 62,80 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6 954 | 18,37 | 815 | 14,49 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 342 | 6,41 | 274 | 3,01 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2 251 | 264 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13 402 | 0,03 | 1 570 | −3,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −106 | −31,61 | −12 | −33,33 | |||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 26 659 | 1,26 | 3 124 | −2,04 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 160 | 487 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 851 | 0,82 | 217 | −2,70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13 409 | 41,61 | 1 571 | 37,09 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 11 196 | 11 324,49 | 1 312 | 11 818,18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39 165 | 27,61 | 4 589 | 25,46 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 22 941 | 0,79 | 2 688 | 4,80 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2 395 | 2,26 | 281 | −1,06 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 2 539 | 302 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 314 | 22,89 | 271 | 18,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 382 | 2,23 | 2 154 | −1,10 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 354 | 0,57 | 42 | −2,38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76 453 | 3,04 | 8 958 | −0,31 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 17 099 | 2 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 320 | 7,04 | 1 209 | 3,60 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2 104 | 0,38 | 247 | −2,77 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6 599 | 0,23 | 773 | −3,01 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 47 772 | 251,45 | 5 597 | 240,04 | ||||
| 2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | 4 501 | 31,49 | 516 | 27,79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 750 | 88 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 643 | 94,89 | 1 247 | 88,65 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1 882 | 224 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 569 | 1,30 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138 386 | 10,15 | 16 215 | 6,56 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 304 | 621 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 414 | 16,28 | 283 | 12,35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 381 | 22,67 | 279 | 18,30 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4 654 | 4,80 | 545 | 1,49 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 27 418 | 11 617,09 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 183 612 | 3,25 | 138 683 | −0,12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 190 | 2,07 | 4 240 | −1,26 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21 918 | 4,48 | 2 568 | 1,06 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 5 836 | 42,48 | 684 | 37,70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6 174 | 693 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 36 302 | 4,51 | 4 254 | 1,09 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 803 | 0,03 | 446 | −3,26 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 381 | 0,36 | 396 | −2,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 808 | 12,23 | 212 | 8,21 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 29 795 | 3,49 | 3 491 | 0,11 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 7 207 | 3,19 | 844 | −0,12 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 908 | −2,50 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 829 | 0,14 | 1 034 | −3,09 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 996 | 356,91 | 937 | 343,60 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 53 952 | 6,20 | 6 322 | 2,75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 365 | 276,59 | 277 | 264,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 173 111 | 20,19 | 20 283 | 16,27 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 16 337 | 0,77 | 1 914 | −2,50 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2 962 | 347 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 3 286 | 1,08 | 398 | 9,34 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 14 663 | 3,20 | 1 718 | −0,12 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 732 | 207 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 16 063 | 13,62 | 1 882 | 9,93 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 590 | 20,19 | 421 | 16,34 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20 967 | 3,52 | 2 457 | 0,12 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 770 | 5,99 | 207 | 2,48 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 11 | 1 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 309 | 0,18 | 388 | −3,25 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20 340 | 0,38 | 2 425 | −1,22 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3 158 | 0,22 | 370 | −2,89 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29 884 | 0,26 | 3 502 | −3,02 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 2 487 | 4,85 | 291 | 1,39 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 28 646 | 9,54 | 3 356 | 5,97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 153 | 217,66 | 721 | 244,50 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 9 151 | 10,49 | 1 072 | 6,88 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4 989 | 585 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 19 437 | 0,92 | 2 277 | −2,36 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 200 | 23 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 41 828 | 45,95 | 4 901 | 52,32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4 089 | 8,23 | 479 | 4,81 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 962 | 230 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 13 114 | 99,30 | 1 537 | 92,96 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 168 | 1 580,00 | 20 | 1 800,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 951 | 1,91 | 1 986 | −1,39 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 148 | 11,09 | 486 | 7,30 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 3 049 | 1,23 | 357 | −1,92 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 496 | 1,70 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 195 | 1 301,68 | 1 073 | 1 274,36 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 313 | 0,36 | 388 | −2,76 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8 590 | 1,18 | 1 006 | −2,14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182 691 | 141,10 | 21 | 133,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 992 | 0,34 | 351 | −3,05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 435 | 51 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 16 965 | 47,07 | 2 027 | 50,07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 967 | 28,93 | 117 | 39,29 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4 500 | 52,54 | 527 | 47,62 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 14 822 | 0,62 | 1 737 | −2,69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 973 | 0,31 | 114 | −3,42 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 360 | 0,27 | 1 214 | −3,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 993 | 1 550,00 | 468 | 1 510,34 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 057 | 710 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 32 857 | 38,97 | 3 850 | 34,44 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 104 075 | 781,84 | 12 194 | 753,32 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 938 | 2 580,00 | 110 | 2 625,00 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 20 039 | 5,11 | 2 348 | 1,65 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 9 892 | 165,63 | 1 159 | 156,98 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 3 541 | 14,74 | 415 | 10,99 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 12 816 | 2,09 | 1 502 | −1,25 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 000 | 56,25 | 119 | 84,38 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 2 805 | 10,22 | 329 | 6,49 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 727 | 7,07 | 320 | 3,57 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 176 | 11,59 | 255 | 7,63 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 43 671 | 3,33 | 5 117 | −0,06 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8 950 | 0,79 | 1 049 | −2,51 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 85 731 | 10 045 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 277 | 4,47 | 1 321 | 1,07 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 504 | 0,67 | 528 | −2,59 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12 054 | 1 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 13 166 | 1 543 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 82 078 | 3,02 | 9 941 | 11,15 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 32 641 | 1,73 | 3 825 | −1,60 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 478 | 0,84 | 56 | −3,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 203 661 | 3,78 | 141 033 | 0,40 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 663 | 0,30 | 78 | −3,75 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13 616 | 0,78 | 1 595 | −2,51 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 8 938 | 4,73 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 404 | 4,99 | 1 688 | 1,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 200 311 | 1,91 | 23 470 | −1,42 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 408 | 282 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 282 111 | 0,41 | 150 225 | −2,87 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 3 014 | 2,07 | 353 | −1,12 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2 921 | 0,21 | 342 | −3,12 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 1 775 | 208 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 164 | 0 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 55 117 | 0,11 | 6 458 | −3,15 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2 986 | 12,09 | 350 | 8,39 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 884 | 58,78 | 572 | 53,76 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 3 969 | 4,06 | 465 | 0,65 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5 969 | 2,03 | 699 | −1,27 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 146 | 5,20 | 251 | 1,62 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 400 | 0,47 | 398 | −2,69 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4 077 | 0,10 | 478 | −3,25 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 313 | 19,01 | 37 | 16,13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 770 855 | 2,86 | 90 321 | −0,49 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 404 | 0,75 | 47 | −2,08 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 102 663 | 2,02 | 12 029 | −1,30 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 186 193 | 19,88 | 21 816 | 15,97 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 1 780 | 0,56 | 209 | −2,80 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 006 | 2,09 | 2 812 | −1,26 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1 791 | 210 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 738 | 1,70 | 1 375 | −1,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 501 871 | 3,57 | 527 484 | 0,19 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 372 | 27,58 | 395 | 23,44 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 701 | 0,04 | 316 | −3,36 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21 613 | 18,62 | 3 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 624 | 4,89 | 425 | 1,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 413 | 10,76 | 3 563 | 7,16 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 405 | 9,85 | 1 967 | 15,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 636 410 | 2,34 | 74 568 | −0,99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16 313 | 0,67 | 1 911 | −2,60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 662 | 7,47 | 312 | 3,67 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 11 905 | 2,95 | 1 395 | −0,43 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 169 | 43,70 | 606 | 39,08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 279 | 2,70 | 1 322 | −0,68 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 537 | 56,04 | 180 | 51,26 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 30 806 | 2,31 | 3 610 | −1,04 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2 363 | 24,17 | 277 | 20,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 172 | 0,06 | 840 | −3,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 299 766 | 2,09 | 386 634 | −1,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 837 859 | 5,86 | 98 | 3,16 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 083 | 1,66 | 947 | −1,66 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 854 | 5,86 | 334 | 2,45 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 141 | 282 720,00 | 1 657 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 28 117 | 1,55 | 3 294 | −1,76 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 2 077 | 6,90 | 243 | 3,40 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 458 651 | 0,15 | 53 740 | −3,12 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 17 199 | 2,93 | 2 015 | −0,40 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 7 255 | 14,16 | 850 | 10,53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 278 | 267 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 9 479 | 16,34 | 1 111 | 12,58 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 4 903 | 2,59 | 574 | −0,69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 762 | 0,46 | 206 | −2,83 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 69 840 | 0,55 | 8 183 | −2,72 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3 831 | 0,18 | 459 | 6,50 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 92 095 | 4 681,67 | 10 710 | 5 596,28 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 4 388 | 3,61 | 514 | 0,39 |
