Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF inkluderar First International Bank of Israel Ltd., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Merit Financial Group, LLC, Beese Fulmer Investment Management, Inc., Cornerstone Planning, LLC, Colony Group, LLC, Alliance Wealth Advisors, LLC /UT, Kestra Private Wealth Services, Llc, Simon Quick Advisors, Llc, FourThought Financial Partners, LLC, Moseley Investment Management Inc, Mosaic Family Wealth Partners, Llc, Moors & Cabot, Inc., Kerntke Otto McGlone Wealth Management Group, Midland Wealth Advisors Llc, Newman Dignan & Sheerar, Inc., Empower Advisory Group, LLC, MTM Investment Management, LLC, och McIlrath & Eck, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 556 | 32,22 | 217 | 33,13 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 67 567 | 16,58 | 1 718 | 17,28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16 612 | 2,97 | 422 | 3,69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 219 609 | 33,07 | 5 582 | 33,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 727 | 1,25 | 18 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 150 383 | 8,43 | 3 823 | 9,23 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4 963 | 126 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 120 733 | 11,32 | 3 069 | 12,05 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 375 003 | 5,08 | 9 533 | 5,75 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 135 917 | 1,91 | 3 455 | 2,55 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 71 550 | 37,79 | 1 819 | 38,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 245 228 | 8,67 | 6 234 | 9,35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 708 935 | 1,80 | 18 | 5,88 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 769 | 1,18 | 20 | 0,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 22 103 | 172,47 | 562 | 175,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 24 311 | 90,35 | 614 | 93,08 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4 644 | 578,95 | 118 | 594,12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 90 047 | 6,27 | 2 289 | 6,92 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 19 595 | 0,21 | 498 | 1,01 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 017 452 | 6,45 | 25 864 | 7,12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 504 847 | 10,46 | 12 833 | 11,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 126 | 18,11 | 1 | |||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 28 219 | 13,02 | 717 | 13,81 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 132 559 | 36,93 | 3 348 | 38,92 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 850 | 31,94 | 98 | 32,88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 231 | 27,97 | 310 | 28,63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 79 150 | 7,91 | 2 012 | 8,59 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 131 021 | 5,67 | 3 331 | 6,36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 326 215 | 4,94 | 59 132 | 5,60 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 79 165 | 89,30 | 2 012 | 90,53 | ||||
| 2025-07-02 | 13F | InvesTrust | 262 435 | 1,03 | 6 671 | 1,68 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 2 397 | 97,94 | 61 | 100,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 902 | 226 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 353 | 9 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 374 757 | 1,61 | 9 526 | 2,25 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 62 435 | 0,03 | 1 587 | 0,70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 423 | 0,76 | 138 | 1,48 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 168 983 | 4,19 | 4 296 | 4,86 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 112 534 | 19,42 | 2 861 | 20,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 018 | 21,90 | 458 | 22,79 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 227 219 | 3,22 | 5 776 | 3,87 | ||||
| 2025-07-07 | 13F | Trust Co | 3 998 | 33,00 | 102 | 34,67 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 121 742 | 2,56 | 3 095 | 3,20 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 58 530 | 46,63 | 1 487 | 47,52 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 145 276 | 16,00 | 3 693 | 16,72 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 40 191 | 249,88 | 1 022 | 252,07 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 174 045 | 10,01 | 4 424 | 10,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 506 366 | 22,36 | 12 872 | 23,13 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 77 766 | 15,98 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 43 498 | 0,48 | 1 106 | 1,10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 142 335 | 3 618 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 49 327 | 111,56 | 1 254 | 113,10 | ||||
| 2025-08-01 | 13F | First National Trust Co | 295 536 | 10,80 | 7 513 | 11,50 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 026 | 0,20 | 662 | 0,76 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 395 | 71,07 | 61 | 71,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 74 791 | 10,67 | 1 901 | 11,36 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 48 418 | 5,04 | 1 231 | 5,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 28 703 | 4,42 | 730 | 5,04 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12 808 | 0,69 | 326 | 1,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 799 940 | 5,42 | 20 335 | 6,08 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 731 | 273 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15 224 | 5,16 | 387 | 5,75 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 479 654 | 17,21 | 12 193 | 17,95 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 169 698 | 13,20 | 4 287 | 14,84 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 700 074 | 3,76 | 43 216 | 4,41 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 12 983 | 330 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180 264 | 26,84 | 5 | 33,33 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 666 | 245 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 66 990 | 29,12 | 1 703 | 29,92 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 8 534 | 217 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 204 720 | 0,67 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 182 476 | 4 639 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 91 704 | 8,58 | 2 330 | 9,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 582 469 | 0,83 | 14 806 | 1,47 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 99 008 | 3,98 | 2 517 | 4,62 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 205 942 | 9,02 | 5 227 | 9,93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 333 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 65 938 | 43,29 | 1 668 | 44,04 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 123 330 | 5,12 | 3 115 | 6,57 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 401 | 61 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 55 087 | 1,07 | 1 400 | 1,74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 204 088 | 1,01 | 5 188 | 1,65 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 128 299 | 3 261 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 8 492 | 675,53 | 216 | 696,30 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 96 235 | 5,91 | 2 446 | 6,58 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 786 | 2,21 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7 962 | 201 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 206 648 | 9,55 | 5 253 | 10,24 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 127 826 | 42,50 | 3 249 | 43,44 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 20 880 | 1,16 | 531 | 1,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 97 869 | 37,69 | 2 488 | 38,55 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 80 595 | 3,33 | 2 049 | 3,96 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 12 106 | 25,67 | 308 | 26,34 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 159 691 | 5,53 | 4 053 | 6,02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 616 973 | 6,79 | 41 103 | 7,46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14 299 | 363 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 411 918 | 3,57 | 35 891 | 4,23 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 46 669 | 0,60 | 1 179 | 1,99 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 331 426 | 3,64 | 8 425 | 4,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 419 | 36 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 79 326 | 59,34 | 2 016 | 60,38 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 282 | 7 | ||||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 8 103 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 539 955 | 10,48 | 64 566 | 11,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 46 186 | 1 174 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 611 726 | 2,19 | 15 550 | 2,84 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8 644 | 1,55 | 219 | 1,86 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 136 620 | 65,94 | 3 473 | 67,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94 220 | 2 395 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1 195 | 41,42 | 30 | 42,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 313 069 | 13,48 | 7 958 | 14,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216 784 | 22,67 | 5 511 | 23,46 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 103 539 | 4,05 | 2 632 | 4,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 081 | 46,91 | 180 | 48,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 228 435 | 3,07 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 335 052 | 4,72 | 33 937 | 5,39 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2 384 654 | 9,52 | 60 475 | 10,83 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 11 224 | 285 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 634 900 | 2 547,78 | 143 | −95,90 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 243 926 | 2,55 | 6 201 | 3,20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 217 882 | 7,72 | 81 799 | 8,40 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 117 964 | 2,00 | 2 999 | 2,64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 177 664 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 379 | 10 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 91 368 | 3,74 | 2 305 | 3,60 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 069 915 | 4,01 | 27 197 | 4,66 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 23 831 | 606 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 181 021 | 0,35 | 4 602 | 0,99 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 65 270 | 1 625 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 553 279 | 19,91 | 14 064 | 20,67 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 124 382 | 0,44 | 3 162 | 1,05 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 1 329 330 | 31,08 | 33 792 | 31,91 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 22 450 | 6,68 | 571 | 7,34 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 100 626 | 15,59 | 27 978 | 16,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 585 429 | 1,93 | 40 293 | 2,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 048 765 | 8,23 | 102 920 | 8,92 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 233 106 | 1,75 | 31 346 | 2,39 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 34 851 | 201,22 | 886 | 203,08 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 14 282 | 43,41 | 363 | 44,62 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 111 899 | 12,92 | 53 684 | 13,63 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 55 324 | 23,79 | 1 406 | 24,65 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 49 921 | 34,39 | 1 269 | 35,18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 956 237 | 157,30 | 24 308 | 158,94 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 52 283 | 15,81 | 1 329 | 16,58 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 201 633 | 66,10 | 5 126 | 67,16 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 923 155 | 2,53 | 23 467 | 3,18 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 237 771 | 4,89 | 6 006 | 6,41 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 128 411 | 4,45 | 3 264 | 5,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 997 | 14,49 | 280 | 15,29 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 136 100 | 86,06 | 3 460 | 87,28 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 48 774 | 39,04 | 1 240 | 39,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 909 424 | 4,79 | 48 538 | 5,46 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 412 682 | 10 490 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 237 870 | 6 047 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2 012 | 51 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 347 | 466 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 343 754 | 2,84 | 8 738 | 3,49 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 195 830 | 4,66 | 4 978 | 5,31 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 151 801 | 26,77 | 3 859 | 27,58 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 73 823 | 2,66 | 1 877 | 3,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 363 094 | 0,11 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 815 685 | 0,61 | 198 675 | 1,25 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 176 402 | 21,45 | 4 484 | 22,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 511 | 6,54 | 115 | 7,55 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18 649 | 0,08 | 474 | 0,85 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40 988 | 9,98 | 1 042 | 10,63 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 13 900 | 15,83 | 353 | 16,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82 052 | 27,86 | 2 084 | 28,56 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 18 600 | 473 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 183 533 | 0,23 | 4 665 | 0,86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 541 | 1,26 | 420 | 1,94 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 298 661 | 1,22 | 7 592 | 1,87 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 168 982 | 0,94 | 4 296 | 1,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 287 | 3,90 | 160 | 4,61 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 157 900 | 12,10 | 4 014 | 12,82 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 807 | 20 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 141 297 | 2,44 | 3 592 | 3,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41 915 | 6,33 | 1 065 | 7,04 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21 294 | 11,63 | 541 | 12,47 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 26 807 | 0,90 | 681 | 1,49 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12 949 | 1,16 | 329 | 1,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27 796 | 17,46 | 707 | 18,26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 9 062 | 230 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 45 356 | 8,19 | 1 153 | 8,88 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 16 788 | 0,30 | 427 | 0,95 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 68 109 | 14,09 | 1 731 | 14,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 094 | 206 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 97 990 | 11,69 | 2 491 | 12,36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 523 | 7,29 | 496 | 8,06 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 625 859 | 11,20 | 66 947 | 11,95 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 26 818 | 0,12 | 682 | 0,74 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 966 581 | 8,69 | 24 570 | 9,38 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107 475 | 5,28 | 2 732 | 5,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 135 326 | 3,38 | 3 421 | 3,48 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 555 | 3,20 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 167 | 0,13 | 157 | 0,65 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 605 | 1,00 | 15 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 45 205 | 1,13 | 1 149 | 1,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 421 | 0,72 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39 916 | 0,42 | 1 015 | 1,00 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 46 996 | 237,03 | 1 187 | 242,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 56 674 | 62,60 | 1 441 | 63,64 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 133 386 | 3,42 | 3 391 | 4,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 497 196 | 396,17 | 12 639 | 406,53 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66 490 | 3,75 | 1 690 | 4,45 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 35 546 | 8,09 | 904 | 8,80 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 282 | 0,01 | 770 | 0,65 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 47 776 | 0,02 | 1 214 | 0,66 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 55 838 | 33,17 | 1 419 | 33,99 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 35 337 | 7,94 | 898 | 8,72 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 8 099 | 206 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 651 849 | 1,79 | 16 570 | 2,44 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 3 064 481 | 4,97 | 77 899 | 5,63 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 113 518 | 1,34 | 28 306 | 1,98 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48 575 | 3,80 | 1 235 | 4,40 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 20 232 | 6,76 | 514 | 7,53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29 521 | 750 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 379 589 | 3,85 | 9 649 | 4,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 888 | 36,47 | 404 | 39,45 | ||||
| 2025-07-31 | 13F | United Community Bank | 2 343 | 194,72 | 60 | 195,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 856 628 | 0,49 | 21 775 | 1,12 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 78 859 | 2,69 | 1 991 | 2,58 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71 694 | 38,46 | 1 818 | 40,17 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 22 555 | 34,87 | 573 | 35,78 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 154 589 | 2,47 | 29 350 | 3,12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 891 | 201 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 157 719 | 76,53 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35 241 | 4,17 | 896 | 4,80 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 373 853 | 5,39 | 9 503 | 6,06 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 73 750 | 27,71 | 1 875 | 28,53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 153 710 | 79,95 | 3 907 | 81,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16 948 | 2,00 | 431 | 2,63 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 217 327 | 1,47 | 5 524 | 2,11 |
