Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF inkluderar Bank of New York Mellon Corp, Adviser Investments LLC, Private Capital Management Llc, Investment Planning Advisors, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Lifelong Wealth Advisors, Inc., Alaska Permanent Capital Management, Capital A Wealth Management, LLC, Bradley Foster & Sargent Inc/ct, RFG Advisory, LLC, Coordinated Financial Services, Inc./CO, BLVD Private Wealth, LLC, Kingstone Capital Partners Texas, LLC, IFG Advisory, LLC, Kovitz Investment Group Partners, LLC, Hicks Capital Management Llc, Paul Damon & Associates, Inc., Prime Capital Investment Advisors, LLC, YHB Investment Advisors, Inc., och Allegheny Financial Group LTD .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18 980 | 3,06 | 1 188 | 8,01 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5 350 | 42,67 | 335 | 49,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254 894 | 7,33 | 15 951 | 12,55 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 163 590 | 14,19 | 135 397 | 19,74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6 219 | 2,07 | 389 | 7,16 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 132 739 | 8 307 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 472 | 92 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 897 | 244 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 35 474 | 2 220 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 209 635 | 8,24 | 13 119 | 13,50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28 629 | 18,76 | 1 792 | 24,55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12 460 | 81,69 | 780 | 90,46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 736 | 1 736 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 077 | 8 361,67 | 318 | 10 466,67 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 142 | 5,66 | 572 | 10,85 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 70 515 | 1,05 | 4 413 | 5,96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 97 960 | 20,25 | 6 130 | 26,11 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44 273 | 1,28 | 2 771 | 6,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 603 | 210,40 | 1 102 | 225,74 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14 324 | 896 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3 300 | 207 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38 066 | 12,66 | 2 382 | 18,15 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 105 | 257 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 156 | 16,17 | 886 | 21,73 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 39 555 | 0,01 | 2 475 | 4,92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 27 435 | 28,10 | 1 717 | 34,27 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 310 | 1 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113 119 | 17,29 | 7 079 | 22,99 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5 730 | 359 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 8 116 | 13,69 | 508 | 19,01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 498 016 | 93 746 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89 163 | 5 321 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 269 187 | 5,66 | 16 846 | 10,79 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 140 | 30,44 | 384 | 37,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 893 | 24,37 | 56 | 30,95 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7 000 | 438 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5 745 | 3,63 | 360 | 8,79 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16 905 | 35,07 | 1 058 | 41,69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5 893 | 14,87 | 369 | 15,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49 769 | 378,87 | 3 113 | 459,71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 743 | 547 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 677 251 | 24,88 | 104 962 | 30,95 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 60 286 | 20,39 | 3 773 | 26,24 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 47 790 | 375,52 | 2 991 | 399,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 182 588 | 54,84 | 11 426 | 62,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 539 | 96 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10 705 | 670 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35 500 | 2 222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425 936 | 5,14 | 26 655 | 10,25 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 203 442 | 12 731 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 26 017 | 297,39 | 1 628 | 317,44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 63 118 | 8,62 | 3 950 | 13,90 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 171 625 | 0,68 | 10 740 | 5,57 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143 055 | 6,28 | 8 952 | 11,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 682 | 8,03 | 481 | 13,21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8 836 | 60,04 | 553 | 67,78 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 14 795 | 926 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 56 962 | 0,69 | 3 565 | 5,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 839 | 47,50 | 3 432 | 54,69 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 14 000 | 5,62 | 876 | 10,75 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4 108 | 0,17 | 257 | 5,33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 22 284 | 36,83 | 1 395 | 43,56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 850 | 992 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 851 | 4,41 | 750 | 10,78 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 190 694 | 4,38 | 11 934 | 9,45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13 442 | 841 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 41 238 | 166,90 | 2 581 | 169,31 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 473 | 30 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 022 | 1,96 | 2 067 | 6,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 456 905 | 6,74 | 29 | 12,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 831 | 12,56 | 1 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10 134 | 21,88 | 634 | 27,82 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 5 457 | 341 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 358 332 | 46,27 | 22 424 | 53,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 675 | 7,11 | 731 | 12,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 008 402 | 1,06 | 188 270 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263 510 | 13,00 | 16 491 | 18,49 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 194 | 138,80 | 75 | 155,17 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 267 931 | 16 767 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 215 388 | 84,48 | 13 638 | 95,75 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 763 | 100,85 | 548 | 110,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 324 | 709 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 527 | 6,89 | 471 | 12,14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 481 | 19,81 | 468 | 25,81 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 78 491 | 120,14 | 4 912 | 130,89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 909 | 7 854,17 | 119 | 11 800,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 111 | 132 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36 181 | 2 159 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 447 | 440,97 | 1 154 | 468,47 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 373 | 0,16 | 899 | 5,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73 096 | 46,68 | 4 574 | 53,80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 097 | 105,49 | 1 445 | 115,67 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18 258 | 4,52 | 1 143 | 9,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 842 | 680,51 | 115 | 721,43 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 112 858 | 9,00 | 7 063 | 14,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 71 269 | 3,73 | 4 460 | 8,78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12 549 | 785 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 148 616 | 0,96 | 9 300 | 5,87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 283 | 28 200,00 | 18 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 242 683 | 9,51 | 15 187 | 14,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 35 751 | 63,33 | 2 134 | 57,18 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 20 003 | 30,32 | 1 252 | 36,68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169 089 | 10 582 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 208 109 | 41,51 | 13 023 | 48,39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 248 | 4,62 | 454 | 9,69 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 84 270 | 19,96 | 5 274 | 25,79 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 25 441 | 2 266,60 | 1 592 | 2 387,50 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 116 202 | 7 271 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 530 | 221 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 312 | 192,55 | 583 | 207,94 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 4 668 | 292 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 226 122 | 4,43 | 14 151 | 9,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 160 | 698 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 873 399 | 54 657 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 628 | 290 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 76 051 | 14,58 | 4 539 | 10,23 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 976 253 | 6,60 | 61 094 | 11,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 545 | 17,73 | 535 | 23,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27 795 | 216,03 | 1 739 | 231,87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 319 356 | 1,82 | 19 985 | 6,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39 075 | 2 445 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 669 | 0,14 | 219 | −3,96 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 42 531 | 3,23 | 2 662 | 8,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 50 736 | 15,64 | 3 175 | 21,28 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 189 205 | 4,59 | 11 840 | 9,67 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 786 491 | 0,49 | 49 219 | 5,37 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 79 662 | 4 985 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14 240 | 6,13 | 891 | 11,38 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11 777 | 737 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 754 | 924,57 | 298 | 1 000,00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 136 356 | 7,87 | 8 533 | 13,11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 46,91 | 28 | 55,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59 992 | 3 754 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 175 | 11 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67 367 | 2,11 | 4 216 | 7,06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6 804 | 31,76 | 426 | 37,99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 66 231 | 1,40 | 4 145 | 6,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47 108 | 16,83 | 2 948 | 22,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 910 | 6 068,47 | 2 498 | 6 471,05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 151 593 | 141,93 | 9 487 | 153,70 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 36 638 | 6,59 | 2 293 | 11,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4 897 | 63,23 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 819 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56 679 | 9,77 | 3 547 | 15,09 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 6 989 | 0,07 | 437 | 6,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 595 | 355,71 | 100 | 395,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1 071 012 | 1,48 | 67 024 | 6,41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 103 617 | 12,49 | 6 484 | 17,96 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48 376 | 108,87 | 3 027 | 119,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73 108 | 335,17 | 4 575 | 357,04 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 30 652 | 8,96 | 1 918 | 14,30 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 848 | 679 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 513 | 34,70 | 971 | 41,19 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 409 | 0,25 | 26 | 4,17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 26 720 | 16,46 | 1 696 | 23,81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 760 | 492 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 31 663 | 26,96 | 1 981 | 33,13 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 190 788 | 70,79 | 11 940 | 79,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 349 | 49,11 | 210 | 55,97 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117 767 | 7,94 | 7 445 | 14,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 785 | 2 490 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 15 545 | 3,50 | 973 | 8,48 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 13 839 | 1,35 | 866 | 6,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 708 | 8,24 | 482 | 9,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 566 323 | 14,48 | 160 517 | 19,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 270 280 | 81,46 | 16 914 | 90,27 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 298 | 144 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 83 999 | 9,81 | 5 257 | 15,14 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 135 947 | 8 508 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 105 657 | 6,42 | 6 612 | 11,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 150 | 9 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 143 068 | 25,12 | 9 | 33,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 22 284 | 27,12 | 1 395 | 26,73 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 39 388 | 580,28 | 2 465 | 614,20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20 757 | 9,84 | 1 299 | 15,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 813 641 | 293,67 | 113 498 | 312,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82 689 | 4,13 | 5 175 | 9,18 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4 764 | 26,97 | 298 | 33,63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 68 279 | 8,66 | 4 273 | 13,95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 229 193 | 50,48 | 76 923 | 57,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 932 | 46,77 | 434 | 54,09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 59 640 | 5,59 | 3 732 | 10,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189 967 | 4,10 | 11 888 | 9,16 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 30 538 | 21,12 | 1 911 | 27,06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 55 483 | 33,80 | 3 477 | 40,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 114 697 | 166,56 | 7 178 | 179,59 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20 230 | 3,40 | 1 266 | 8,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23 451 | 260,95 | 1 468 | 279,07 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32 396 | 2 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 890 | 243 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 76 084 | 73,77 | 4 760 | 82,13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 760 | 4,62 | 5 555 | 9,70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 64 725 | 2,88 | 4 050 | 7,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 591 028 | 9,66 | 99 566 | 14,98 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6 436 | 403 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5 839 | 365 | ||||||
| 2025-07-31 | 13F | United Community Bank | 175 | 11 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 9 611 | 24,96 | 601 | 31,22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 225 144 | 13 184 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 777 086 | 26,57 | 111 868 | 33,50 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 497 | 40,79 | 31 | 47,62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 684 | 13,02 | 481 | 18,52 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 589 884 | 1,95 | 36 915 | 11,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 118 | 3,47 | 383 | 8,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 392 954 | 22,17 | 149 751 | 28,10 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102 675 | 251,34 | 6 425 | 268,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 694 694 | 3,44 | 43 474 | 8,46 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4 518 | 283 |
