Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF inkluderar MY Wealth Management Inc., Semitam Bonam Llc, Bailard, Inc., Rps Advisory Solutions Llc, Global Wealth Management Investment Advisory, Inc., Arista Wealth Management, LLC, Everett Harris & Co /ca/, Park Place Capital Corp, Impact Partnership Wealth, LLC, Sovran Advisors, LLC, BlueChip Wealth Advisors LLC, XTX Topco Ltd, BridgePort Financial Solutions, LLC, Wealthspan Partners, Llc, Traub Capital Management LLC, Investor's Fiduciary Advisor Network, LLC, Kraft, Davis & Associates, LLC, Wetzel Investment Advisors, Inc., Bulwark Capital Corp, och Mpwm Advisory Solutions, 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 | Kane Investment Management, Inc. | 38 833 | 665,18 | 1 969 | 666,15 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 151 | 8 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 812 | 130,53 | 1 055 | 130,85 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 68 411 | 18,63 | 3 469 | 18,68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81 758 | 3,34 | 4 146 | 3,34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41 586 | 0,15 | 2 109 | 0,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41 434 | 729,84 | 2 101 | 730,43 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 165 722 | 1,41 | 8 402 | 1,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32 626 | 6,42 | 1 654 | 6,44 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 060 | 31,72 | 358 | 32,10 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 18 862 | 27,17 | 954 | 26,90 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 10 952 | 0,03 | 555 | 0,00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 84 807 | 5,18 | 4 301 | 5,21 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 11 153 | 20,02 | 566 | 19,96 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 10 529 | 8,31 | 534 | 8,33 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 47 603 | 4,65 | 2 414 | 4,64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9 841 | 499 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51 366 | 33,14 | 2 605 | 33,13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 854 | 294,09 | 3 847 | 294,46 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 15 418 | 18,45 | 782 | 18,51 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 613 | 136,68 | 31 | 138,46 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 127 579 | 13,78 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6 772 | 343 | ||||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 73 142 | 2,51 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 142 | 63,78 | 464 | 63,60 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 116 752 | 20,06 | 5 920 | 20,08 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 210 213 | 58,07 | 10 658 | 58,92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 476 468 | 14,35 | 24 162 | 14,38 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20 367 | 6,48 | 1 033 | 6,61 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 15 983 | 16,33 | 810 | 16,38 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 36 | 2,86 | 2 | 0,00 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 69 666 | 9,65 | 3 532 | 10,10 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 18 358 | 931 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13 571 | 688 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 11 485 | 17,49 | 1 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 4 097 | 39,97 | 208 | 39,86 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 73 512 | 61,19 | 3 728 | 61,20 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 4 087 | 207 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 79 027 | 1,15 | 4 007 | 1,19 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 11 349 | 1,12 | 576 | 1,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 40 011 | 2 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 225 920 | 28,53 | 11 456 | 28,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 131 784 | 65,75 | 6 683 | 65,77 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 46 782 | 18,41 | 2 372 | 18,42 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4 525 | 229 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 417 592 | 21 176 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 22 748 | 1,16 | 1 154 | 1,14 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38 441 | 2,16 | 1 949 | 2,20 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 16 983 | 1,99 | 861 | 2,01 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 41 635 | 24,31 | 2 111 | 24,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 427 | 123 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 746 | 81,46 | 545 | 82,55 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 350 836 | 10,30 | 17 791 | 10,32 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 8 628 | 1,15 | 438 | 1,16 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 15 983 | 807 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43 535 | 46,21 | 2 208 | 46,26 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 12 361 | 8,12 | 627 | 8,12 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 84 034 | 4 261 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 401 | 8,02 | 273 | 7,94 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 328 | 1,23 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 995 869 | 157,23 | 50 501 | 157,29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 99 128 | 1 235,96 | 5 027 | 1 236,70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 31 738 | 1 609 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 767 895 | 9,61 | 38 940 | 9,63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 397 918 | 28,96 | 20 | 33,33 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 177 556 | 1,35 | 8 976 | 1,47 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 40 114 | 592,93 | 2 034 | 598,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 642 447 | 2,58 | 32 580 | 2,60 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 128 | 0,55 | 159 | 0,64 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 70 298 | 2,27 | 3 565 | 2,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22 103 | 0,63 | 1 121 | 0,63 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 440 | 225 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 144 692 | 12,29 | 7 337 | 12,31 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 110 032 | 7,82 | 5 580 | 7,83 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 74 145 | 1,69 | 3 760 | 1,70 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 6 629 | 0,71 | 336 | 0,90 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 21 432 | 44,13 | 1 087 | 44,22 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 181 336 | 2,82 | 9 196 | 2,84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 87 683 | 10,25 | 4 446 | 10,27 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 159 612 | 0,89 | 8 094 | 0,90 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 538 689 | 35 223,87 | 27 317 | 35 375,32 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 058 | 358 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 159 354 | 23,53 | 8 081 | 23,55 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 435 | 0,29 | 478 | 0,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 214 653 | 15,90 | 11 | 11,11 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 8 367 | 23,44 | 424 | 23,62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 122 088 | 44,32 | 6 191 | 44,45 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 15 969 | 56,70 | 810 | 56,78 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 7 340 | 7,14 | 372 | 7,20 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 34 087 | 1 729 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 304 095 | 0,08 | 15 421 | 0,10 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11 953 | 606 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 46 633 | 4,63 | 2 365 | 4,65 | ||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 694 174 | 10 748,73 | 136 514 | 10 751,59 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 38 862 | 0,54 | 1 971 | 0,56 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 38 714 | 76,33 | 1 963 | 76,37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 400 | 426 | ||||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 234 465 | 1,79 | 11 890 | 1,81 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 995 | 0,86 | 203 | 1,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 709 | 541 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4 293 | 0,44 | 218 | 0,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 552 462 | 5,46 | 180 145 | 5,48 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 640 733 | 49,73 | 286 042 | 49,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8 723 | 13,76 | 442 | 13,92 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 54 660 | 2 772 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 238 | 1,10 | 316 | 1,28 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 48 350 | 2 452 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 922 202 | 10,41 | 46 765 | 10,43 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 811 | 0,60 | 548 | 0,74 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 157 260 | 57,17 | 7 975 | 57,19 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7 286 | 1,05 | 369 | 1,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22 955 | 98,74 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 55 951 | 408,09 | 2 837 | 408,42 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2 605 | 132 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 407 352 | 8,22 | 20 657 | 8,24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 300 046 | 47,17 | 15 215 | 47,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 003 443 | 18,09 | 50 885 | 18,12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 774 | 26,82 | 698 | 26,91 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 59 657 | 10,29 | 3 025 | 10,32 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 43 135 | 2 187 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 295 935 | 15,32 | 15 007 | 15,34 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 20 827 | 0,09 | 1 056 | 0,19 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 12 227 | 1,76 | 620 | 1,81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 615 686 | 97,62 | 81 931 | 97,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 176 | 1 664,62 | 465 | 1 688,46 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 34 758 | 74,05 | 1 763 | 74,11 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 138 336 | 17,25 | 7 015 | 17,29 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 101 665 | 20,09 | 5 155 | 20,11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 73 721 | 114,71 | 3 738 | 114,83 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 447 247 | 1,76 | 22 680 | 1,78 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 5 059 | 257 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 372 968 | 7,69 | 19 | 5,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 429 | 114,77 | 123 | 115,79 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 31 378 | 1 591 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 171 935 | 5,07 | 8 719 | 5,09 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 043 | 40,90 | 104 | 41,10 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 8 929 | 12,57 | 453 | 12,44 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 813 | 41 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 619 | 1,14 | 31 | 3,33 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 817 442 | 19,30 | 41 452 | 19,32 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 11 211 | 0,13 | 569 | 0,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 204 602 | 52,03 | 10 375 | 52,89 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 86 707 | 4,29 | 4 397 | 4,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 89 540 | 10,42 | 4 541 | 10,44 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 89 495 | 75,73 | 4 538 | 75,76 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 20 000 | 1 014 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 677 | 0 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 79 397 | 17,28 | 4 025 | 19,65 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 1 198 040 | 5,64 | 60 753 | 5,66 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 4 401 | 1,10 | 223 | 1,36 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 164 824 | 54,32 | 8 340 | 54,03 | ||||
| 2025-07-29 | 13F | Vista Finance, Llc | 29 026 | 0,33 | 1 472 | 0,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55 346 | 0,92 | 2 807 | 0,94 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 5 594 | 284 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39 818 | 13,26 | 2 019 | 13,30 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 78 209 | 2,05 | 3 966 | 2,06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 355 | 21,73 | 982 | 21,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 42 370 | 5,35 | 2 149 | 5,35 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 183 200 | 9 290 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 119 221 | 0,31 | 6 046 | 0,33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 589 | 2,58 | 81 | 2,56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 739 | 27,48 | 1 052 | 28,01 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 60 251 | 18,24 | 3 055 | 18,27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54 903 | 31,99 | 2 784 | 32,76 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7 627 | 31,93 | 387 | 31,74 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 21 801 | 1 106 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 0 | 0 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 218 419 | 804,16 | 11 076 | 804,90 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 6 745 | 2,27 | 341 | 2,10 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 107 | 56 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 123 | 6 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 9 297 | 0,61 | 471 | 0,64 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 80 611 | 1,57 | 4 088 | 1,59 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14 107 | 13,44 | 715 | 13,49 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 514 | 0,98 | 26 | 4,00 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 32 840 | 25,34 | 1 665 | 25,38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10 747 | 545 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 5 353 | 0,09 | 271 | 0,00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4 527 | 0,02 | 230 | 0,00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 7 400 | 375 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 795 | 11,80 | 142 | 11,90 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 975 055 | 0,41 | 49 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 864 | 91,19 | 247 | 92,19 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 42 236 | 5,26 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 58 158 | 3,52 | 2 949 | 3,55 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 86 232 | 12,55 | 4 373 | 13,18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 40 986 | 14,44 | 2 078 | 14,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 429 384 | 19,87 | 123 194 | 19,89 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 35 917 | 20,32 | 1 821 | 20,36 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 929 | 706 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 32 653 | 41,46 | 1 656 | 41,45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 114 896 | 5,09 | 5 819 | 5,34 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 75 338 | 6,53 | 3 820 | 6,56 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 52 004 | 6,58 | 2 637 | 6,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 342 | 42,10 | 727 | 42,27 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 11 793 | 0,03 | 598 | 0,17 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 206 068 | 10 450 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31 545 | 55,56 | 1 600 | 55,54 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 104 609 | 29,90 | 5 305 | 30,61 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 269 060 | 1 776,55 | 13 644 | 1 779,34 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2 197 | 111 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 37 645 | 1 909 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42 406 | 1,54 | 2 150 | 1,56 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 15 800 | 4,93 | 801 | 4,98 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 194 733 | 146,69 | 9 877 | 146,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 343 561 | 12,96 | 17 | 13,33 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 422 | 2,74 | 427 | 2,89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 62 337 | 31,73 | 3 161 | 31,76 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 258 528 | 251,90 | 13 110 | 251,95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 709 | 57,27 | 340 | 57,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27 815 | 21,53 | 1 410 | 21,66 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 265 926 | 2,24 | 13 485 | 2,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 994 163 | 16,36 | 202 544 | 16,39 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 605 224 | 39,04 | 30 667 | 39,15 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 11 430 | 1,16 | 1 | |||||
| 2025-05-06 | 13F | WT Wealth Management | 68 144 | 97,89 | 3 455 | 98,96 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 494 | 31,34 | 634 | 31,33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 53 038 | 14,05 | 2 690 | 14,09 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 79 084 | 63,19 | 4 010 | 63,27 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 344 | 5,59 | 220 | 5,77 |
