Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF inkluderar First International Bank of Israel Ltd., Summit Investment Advisory Services, LLC, Atlantic Union Bankshares Corp, Merit Financial Group, LLC, Hancock Whitney Corp, Meiji Yasuda Life Insurance Co, Beese Fulmer Investment Management, Inc., Cornerstone Planning, LLC, Sequoia Financial Advisors, LLC, TFR Capital, LLC., Simon Quick Advisors, Llc, Summitry Llc, Cowa, Llc, FourThought Financial Partners, LLC, McIlrath & Eck, LLC, Hollencrest Capital Management, Creative Capital Management Investments LLC, CoreCap Advisors, LLC, Strategic Wealth Partners, Ltd., och Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Wrapmanager Inc | 142 591 | 1,90 | 3 461 | 2,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 479 | −9,09 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 55 604 | 10,67 | 1 350 | 11,12 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 128 425 | 6,49 | 3 117 | 6,86 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 471 129 | 3,44 | 11 434 | 3,82 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 47 600 | 120,93 | 1 155 | 122,54 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 125 616 | 11,39 | 3 049 | 11,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 74 942 | 38,26 | 1 819 | 38,78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49 270 | 1 196 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 169 125 | 29,91 | 4 089 | 31,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 144 457 | 4,56 | 28 | 3,85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 3 203 508 | 15,91 | 77 461 | 16,98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 45 695 | 0,97 | 1 109 | 1,37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 105 096 | 1,29 | 2 551 | 1,67 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 808 173 | 10,34 | 19 614 | 10,75 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 9 099 | 0,31 | 221 | 0,46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80 005 | 1 942 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 056 059 | 5,08 | 25 631 | 5,47 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 47 330 | 6,27 | 1 149 | 6,69 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136 680 | 5,62 | 3 317 | 6,04 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32 089 | 0,49 | 779 | 0,78 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 201 | |||||||
| 2025-08-14 | 13F | First Manhattan Co | 63 225 | 6,39 | 1 534 | 6,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 439 | 18,59 | 785 | 18,76 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 84 674 | 19,47 | 2 055 | 19,96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 454 384 | 6,37 | 59 568 | 6,77 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 199 | 121,82 | 102 | 124,44 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80 382 | 19,95 | 1 951 | 20,37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 767 151 | 8,69 | 18 619 | 9,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 370 | 9 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 898 | 7,29 | 22 | 5,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 283 | 4,44 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 392 771 | 1,61 | 9 533 | 1,99 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190 901 | 0,40 | 4 633 | 0,78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 157 | 21,49 | 465 | 21,78 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 10 945 | 1,53 | 266 | 1,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 391 528 | 214,53 | 9 502 | 215,79 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 769 | 20,66 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 157 723 | 19,09 | 3 828 | 19,52 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 199 970 | 3,66 | 4 853 | 4,05 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 11 632 | 282 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 22 170 | 47,69 | 538 | 48,62 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 26 686 | 6,64 | 648 | 6,94 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 44 207 | 1,96 | 1 073 | 2,29 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 673 159 | 13,66 | 16 338 | 14,08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 620 | 127,96 | 233 | 128,43 | ||||
| 2025-08-01 | 13F | First National Trust Co | 290 329 | 10,79 | 7 046 | 11,21 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 85 689 | 2,62 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 79 218 | 54,37 | 1 923 | 55,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15 947 | 6,69 | 387 | 7,20 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 239 310 | 3,17 | 5 808 | 3,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 360 844 | 2,38 | 8 758 | 2,76 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33 572 | 6,17 | 814 | 6,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192 817 | 3,69 | 4 680 | 4,07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 606 | 0,04 | 136 | 0,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 235 615 | 0,46 | 5 718 | 0,95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 685 568 | 1,94 | 16 639 | 2,32 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 555 | 0 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 20 663 | 31,67 | 501 | 32,19 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55 633 | 0,45 | 1 350 | 0,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 378 169 | 19,79 | 9 178 | 20,24 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 64 941 | 64,48 | 1 576 | 65,20 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 28 241 | 16,79 | 685 | 17,29 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 32 818 | 4,05 | 796 | 4,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 075 615 | 9,48 | 74 645 | 9,89 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 21 558 | 2,77 | 523 | 3,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 176 746 | 4 290 | 147,63 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 474 249 | 2,94 | 35 780 | 3,33 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 159 259 | 14,34 | 3 851 | 15,37 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 18 774 | 0,02 | 456 | 0,44 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 144 | 3 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 415 | −21,84 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 912 441 | 20,10 | 22 145 | 20,54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 761 | 1,20 | 18 | 0,00 | ||||
| 2025-07-16 | 13F | Novem Group | 691 805 | 123,79 | 16 790 | 124,65 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 39 624 | 8,17 | 962 | 8,59 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 57 633 | 23,83 | 1 394 | 24,93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38 831 | 136,77 | 1 | |||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104 203 | 1,73 | 2 529 | 2,10 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 262 378 | 3,92 | 6 357 | 4,44 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 174 933 | 4 246 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10 951 | 0 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 30 946 | 0,45 | 748 | 1,36 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 66 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 507 | 61 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 314 361 | 0,22 | 7 630 | 0,59 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 185 813 | 4 510 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 150 594 | 51,93 | 3 655 | 52,50 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9 728 | 748,13 | 236 | 774,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 224 270 | 4,64 | 5 443 | 5,04 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22 540 | 0,57 | 547 | 1,11 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 237 | −35,87 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 6 625 | 5,34 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2,79 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18 829 | 38,76 | 457 | 39,02 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21 703 | 1,10 | 527 | 1,35 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 185 356 | 35,52 | 4 499 | 36,01 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8 871 | 215 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 104 396 | 17,47 | 2 534 | 17,92 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 64 290 | 4,55 | 1 560 | 4,98 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10 169 | 0,03 | 246 | 0,41 | ||||
| 2025-07-21 | 13F | Trust Co of Kansas | 15 671 | 67,96 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 121 733 | 3,54 | 27 224 | 3,92 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23 354 | 12,27 | 564 | 12,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 435 397 | 2,48 | 34 837 | 2,86 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50 993 | 4,86 | 1 233 | 5,84 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14 937 | 363 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 223 333 | 4,91 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 137 261 | 3 331 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 620 753 | 2,10 | 15 066 | 2,48 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 643 728 | 7,48 | 15 623 | 7,88 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 397 | 10 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 300,00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24 947 | 28,93 | 605 | 29,55 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 443 466 | 1,21 | 10 763 | 1,58 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 74 358 | 0,31 | 1 801 | 0,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44 898 | 1 090 | 1,68 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 095 | 27 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 194 237 | 7,93 | 4 714 | 8,34 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 260 076 | 6 312 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55 735 | 5,48 | 1 353 | 5,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 511 525 | 2,24 | 36 685 | 2,62 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 158 | 0,89 | 271 | 1,12 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 15 907 | 386 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 12 202 | 296 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 14 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 701 526 | 2 356,92 | 153 | −95,83 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254 325 | 2,63 | 6 172 | 3,02 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 114 694 | 3,52 | 2 784 | 4,12 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 111 553 | 2 673 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 175 | 48,71 | 77 | 50,98 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 605 | |||||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 71 998 | 0,83 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 15 425 | 374 | 17,98 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 581 593 | 6,45 | 62 655 | 6,84 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121 561 | 1,61 | 2 950 | 2,01 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 319 610 | 13,78 | 32 027 | 14,20 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23 937 | 6,51 | 581 | 6,81 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 079 | 0,75 | 317 | 1,28 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 538 | 0,22 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 863 608 | 27,51 | 20 960 | 27,99 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 104 064 | 4,77 | 2 526 | 5,16 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2 476 787 | 9,52 | 60 013 | 10,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 979 182 | 5,52 | 96 575 | 5,91 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 434 884 | 27,35 | 10 555 | 27,83 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 307 775 | 2,02 | 31 740 | 2,40 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75 939 | 14,26 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1 049 451 | 1,65 | 25 470 | 2,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59 534 | 3,30 | 1 445 | 3,66 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 36 580 | 12,56 | 888 | 12,99 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 185 555 | 4,18 | 4 503 | 4,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 501 886 | 18,66 | 36 442 | 19,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 967 | 8,77 | 460 | 9,26 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 147 994 | 39,38 | 3 592 | 39,89 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35 026 | 9,29 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2 292 | 54,14 | 56 | 57,14 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 46 336 | 9,17 | 1 125 | 9,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 249 431 | 4,38 | 6 031 | 5,34 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 787 | 1,03 | 19 | 5,56 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 146 505 | 6,18 | 3 556 | 6,56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 173 383 | 1,82 | 4 208 | 2,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 56 409 | 4,42 | 1 369 | 4,82 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 31 924 | 7,53 | 775 | 7,95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 093 | 51 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 423 549 | 10 280 | ||||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 173 000 | 4 199 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 451 082 | 3,06 | 10 948 | 3,44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 254 312 | 6 172 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8 532 | 22,45 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 203 151 | 11,83 | 4 930 | 12,25 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 59 942 | 4,57 | 1 455 | 4,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 818 | 35,69 | 1 452 | 36,24 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18 211 | 0,09 | 442 | 0,46 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 31 375 | 0,53 | 761 | 0,93 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 022 940 | 5,68 | 24 827 | 6,08 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 42 786 | 376,19 | 1 038 | 378,34 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 452 728 | 1,39 | 10 988 | 1,77 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 24 124 | 1,77 | 1 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 34 825 | 6,11 | 845 | 6,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 031 | 41,98 | 1 553 | 42,39 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165 900 | 34,09 | 4 026 | 34,60 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 183 085 | 5,32 | 4 443 | 5,71 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 312 974 | 1,96 | 7 596 | 2,33 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 188 608 | 20,15 | 4 578 | 20,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 73 138 | 10,24 | 1 775 | 10,66 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 51 766 | 0,13 | 1 256 | 0,48 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 43 250 | 35,58 | 1 050 | 36,06 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 10 849 | 0,37 | 263 | 1,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 112 244 | 0,95 | 196 884 | 1,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 303 559 | 5,69 | 7 367 | 6,08 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 139 881 | 6,45 | 3 395 | 6,83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18 179 | 73,68 | 441 | 74,31 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13 471 | 1,10 | 327 | 1,24 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 13 862 | 336 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 876 | 533,63 | 191 | 536,67 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 137 467 | 16,67 | 3 336 | 17,09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56 142 | 17,26 | 1 363 | 17,72 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 80 847 | 18,33 | 1 962 | 18,77 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4 212 231 | 4,93 | 102 231 | 5,32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 814 444 | 12,21 | 68 307 | 12,62 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 42 180 | 0,29 | 1 024 | 0,69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 210 028 | 10,40 | 5 097 | 10,80 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 24 117 | 6,19 | 585 | 6,56 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 349 | 2,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 449 | 0,12 | 59 | 1,72 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 16 988 | 25,99 | 412 | 26,38 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7 037 | 4,83 | 171 | 4,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 31 394 | 0,02 | 762 | 0,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 452 | 0,54 | 3 780 | 0,45 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 15 786 | 13,38 | 383 | 13,99 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 163 728 | 2,92 | 3 974 | 3,30 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 22 332 | 8,77 | 542 | 9,07 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61 317 | 3,25 | 1 488 | 3,69 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13 097 | 0,11 | 318 | 0,32 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 675 836 | 1,75 | 16 403 | 2,13 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 512 | 1,14 | 37 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 47 517 | 8,41 | 1 153 | 8,88 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 023 | 31,86 | 98 | 32,88 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 59 842 | 28,08 | 1 452 | 28,61 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 982 970 | 6,84 | 23 857 | 7,24 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 71 659 | 0,03 | 1 739 | 0,40 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22 577 | 4,80 | 548 | 5,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 657 531 | 16,18 | 15 958 | 16,61 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 47 069 | 1,41 | 1 142 | 1,78 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 991 308 | 0,05 | 24 059 | 0,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 50 210 | 5,78 | 1 219 | 6,19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 110 | 0,20 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28 321 | 687 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 76 784 | 75,27 | 1 864 | 75,92 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11 650 | 8,88 | 283 | 9,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140 976 | 29,08 | 3 422 | 29,58 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23 389 | 35,14 | 568 | 35,65 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74 842 | 38,46 | 1 813 | 39,35 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 173 113 | 3,82 | 28 471 | 4,21 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57 802 | 15,44 | 1 403 | 15,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 240 100 | 9,18 | 5 827 | 9,59 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 164 698 | 108,06 | 3 982 | 110,02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66 830 | 12,10 | 1 622 | 12,49 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 50 981 | 6,66 | 1 237 | 7,10 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 215 293 | 4,57 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 260 900 | 1,66 | 6 332 | 2,05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 036 | 46,95 | 25 | 47,06 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 409 350 | 5,11 | 9 935 | 5,50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 195 185 | 58,75 | 4 737 | 59,39 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 36 931 | 6,88 | 894 | 7,07 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 85 500 | 17,61 | 2 075 | 18,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 070 | 22,43 | 26 | 19,05 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 35 000 | 133,33 | 849 | 134,53 | ||||
| 2025-07-31 | 13F | United Community Bank | 12 630 | 6,67 | 307 | 6,99 |
