Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares International Select Dividend ETF inkluderar XCOR - FundX ETF, Gimbal Financial, Marks Wealth, LLC, Meritage Portfolio Management, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Enclave Advisors LLC, bLong Financial, LLC, EWG Elevate Inc., Sovran Advisors, LLC, XRLX - FundX Conservative ETF, Gallagher Capital Advisors, LLC, XNAV - FundX Aggressive ETF, Kingstone Capital Partners Texas, LLC, Midwest Trust Co, Concord Asset Management, LLC/VA, CAPROCK Group, Inc., NDOW - Anydrus Advantage ETF, Retireful, LLC, Robertson Stephens Wealth Management, LLC, och Barings 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 432 | 2,37 | 15 | 7,69 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 40 240 | 1 389 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64 147 | 33,81 | 2 214 | 48,82 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 42 170 | 33,15 | 4 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12 285 | 0,89 | 424 | 12,20 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 24 685 | 903 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 066 | 6,59 | 382 | 18,32 | ||||
| 2025-07-17 | 13F | SWS Partners | 10 843 | 0,58 | 374 | 11,98 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 61 923 | 0,91 | 2 137 | 12,24 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 263 912 | 9 108 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6 848 | 1,60 | 236 | 12,92 | ||||
| 2025-07-10 | 13F | Security National Bank | 13 697 | 1,89 | 473 | 13,19 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 7 870 | 272 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 17 360 | 0,07 | 599 | 11,34 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 273 | 9,00 | 355 | 21,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 698 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 079 | 3,72 | 244 | 15,64 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 309 264 | 31,89 | 10 673 | 46,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109 284 | 14,22 | 4 | 50,00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 19 756 | 682 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33 634 | 9,11 | 1 161 | 21,34 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21 062 | 2,83 | 727 | 14,33 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1 094 | 2,34 | 38 | 12,12 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 36 124 | 13,08 | 1 264 | 27,58 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 6 353 | 219 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 368 174 | 27,42 | 12 706 | 41,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 379 | 135,12 | 989 | 164,44 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 126 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 622 | 10,53 | 337 | 39,83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 182 442 | 1,22 | 6 296 | 12,61 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 18 756 | 6,88 | 647 | 18,93 | ||||
| 2025-08-04 | 13F | Balentine LLC | 64 150 | 4,33 | 2 214 | 16,05 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7 560 | 7,51 | 261 | 19,27 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 416 | 106,97 | 14 | 133,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7 678 | 0,34 | 265 | 11,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 756 009 | 31,28 | 26 090 | 46,05 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 220 | 215 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 246 532 | 1,60 | 8 508 | 13,03 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 388 424 | 13 405 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23 100 | 38,32 | 797 | 53,86 | |||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 031 | 0,40 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | 9,09 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 6 230 | 215 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 53 532 | 26,32 | 1 847 | 40,56 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 8 560 | 1,54 | 295 | 28,26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 67 193 | 2,88 | 2 319 | 14,47 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 63 | 2 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 600 | 21 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6 106 | 211 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 71 829 | 2 479 | ||||||
| 2025-07-10 | 13F | Stolper Co | 36 691 | 0,10 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 10 482 | 2,17 | 362 | 13,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 355 | 66,87 | 47 | 84,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 536 | 13,74 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 43 125 | 1 488 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 24 991 | 1,38 | 862 | 12,83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 534 | 156 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 089 | 26,44 | 452 | 40,50 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 155 640 | 2,38 | 5 371 | 13,91 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7 152 | 5,86 | 247 | 17,70 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 229 452 | 12,03 | 7 918 | 24,63 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 73 559 | 232,00 | 2 539 | 269,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 625 868 | 31,78 | 56 109 | 46,60 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 10 210 | 16,74 | 352 | 29,89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 884 | 14,66 | 31 | 25,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6 223 | 215 | ||||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 19 358 | 33,92 | 668 | 49,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 148 314 | 2,58 | 5 118 | 14,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 834 900 | 5,65 | 97 832 | 17,54 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 746 664 | 3,07 | 25 767 | 14,67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 196 702 | 12,33 | 6 788 | 24,96 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19 365 | 4,82 | 668 | 16,58 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 000 | 69 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 707 | 90,46 | 715 | 111,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 670 913 | 21,72 | 22 870 | 33,73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 919 999 | 11,16 | 66 259 | 23,66 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 148 556 | 5,00 | 5 127 | 16,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 407 | 2,26 | 14 | 16,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 732 843 | 77,79 | 25 | 108,33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 89 553 | 2,25 | 3 091 | 13,77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 185 853 | 460,24 | 6 414 | 523,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84 395 | 4 521,85 | 2 913 | 5 100,00 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 29 784 | 2,06 | 1 028 | 13,48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 219 804 | 23,56 | 7 579 | 36,54 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 59 077 | 0,59 | 2 039 | 11,92 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68 056 | 7,70 | 2 349 | 19,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 376 | 22,76 | 220 | 36,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 | 33,33 | 3 | 50,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 67 014 | 2 333 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 24 126 | 833 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 81 586 | 124,45 | 2 816 | 149,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 897 | 56,89 | 756 | 74,77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 331 | 3,86 | 357 | 15,58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3 280 | 113 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 490 | 120,71 | 845 | 145,64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 861 | 168 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 109 | 1,87 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 689 | 58 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 39 737 | 2,43 | 1 371 | 13,97 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 13 006 | 39,56 | 449 | 55,02 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 46 205 | 72,43 | 1 595 | 91,82 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33 217 | 32,87 | 1 146 | 47,87 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 11 925 | 0,45 | 412 | 11,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 504 393 | 10,54 | 17 407 | 22,98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17 715 | 9,93 | 612 | 22,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 627 | 155,89 | 884 | 185,16 | ||||
| 2025-08-12 | 13F | Barings Llc | 25 989 | 897 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 529 934 | 3,20 | 18 288 | 14,82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74 645 | 2,12 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 425 924 | 19,51 | 14 699 | 32,19 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 38 576 | 7,23 | 1 331 | 19,37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 154 | 5 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 222 794 | 0,68 | 7 689 | 12,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 729 | 0,01 | 474 | 11,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 058 | 0,13 | 382 | 11,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 402 310 | 11,21 | 48 394 | 23,73 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1 232 000 | 37,19 | 42 516 | 52,63 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 37 345 | 3,61 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 9 880 | 100,00 | 341 | 122,22 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 015 | 1,28 | 104 | 13,04 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 371 470 | 12 819 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 31 250 | 2,84 | 1 078 | 14,44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 826 | 11,60 | 543 | −1,63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 054 | 2,09 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55 788 | 1,82 | 1 925 | 13,30 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 314 135 | 2,96 | 10 841 | 14,54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 141 109 | 15,02 | 39 380 | 27,96 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 44 582 | 0,01 | 1 539 | 11,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 759 213 | 39,67 | 129 730 | 55,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 135 | 418 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 688 | 32,25 | 3 164 | 47,16 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7 532 | 14,89 | 260 | 27,59 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 30 993 | 76,32 | 1 070 | 96,15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10 962 | 378 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 947 824 | 1,12 | 137 315 | 13,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 126 465 | 33,76 | 4 364 | 48,84 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 13 463 | 0,18 | 465 | 11,54 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 65 790 | 0,05 | 2 270 | 11,33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 19 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 321 222 | 11 085 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 21 641 | 747 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 39 374 | 4,08 | 1 359 | 15,77 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 300 | 217 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 100 | 38 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 26 383 | 910 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 17 147 | 14,43 | 592 | 27,37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 113 032 | 4,87 | 3 901 | 16,66 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 6 264 | 216 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 8 500 | 293 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 794 652 | 0,63 | 165 458 | 11,95 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 140 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16 600 | 573 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11 938 | 11,14 | 412 | 23,42 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8 973 | 3,38 | 310 | 14,87 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18 974 | 1,09 | 655 | 12,37 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 975 | 7,08 | 793 | 19,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 363 566 | 45,46 | 12 547 | 61,82 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11 409 | 0,51 | 394 | 11,65 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 41 332 | 147,08 | 1 426 | 175,29 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 97 619 | 0,39 | 3 369 | 11,67 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 110 876 | 3 826 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 975 | 21,79 | 448 | 35,45 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 636 | 56 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19 308 | 1,10 | 666 | 12,50 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7 174 | 248 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 23 620 | 815 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 124 153 | 4 285 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 80 218 | 2 595,50 | 2 875 | 3 025,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 540 286 | 5,28 | 18 645 | 17,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 351 | 270,58 | 1 323 | 310,87 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 56 210 | 1,12 | 1 940 | 12,47 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 13 517 | 46,54 | 466 | 62,94 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 93 224 | 3 217 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 432 992 | 66,92 | 15 | 75,00 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 14 801 | 1,77 | 511 | 13,08 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 259 | 216 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6 291 | 217 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 161 313 | 20,40 | 5 546 | 32,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35 951 | 52,30 | 1 241 | 69,40 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 30 510 | 1 053 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 442 463 | 210,72 | 15 269 | 245,69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 538 766 | 3,34 | 18 593 | 14,96 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15 021 | 518 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 109 166 | 19,75 | 72 787 | 33,22 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 14 642 | 63,40 | 505 | 82,31 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 86 748 | 2,32 | 2 994 | 13,85 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 24 224 | 79,78 | 836 | 100,24 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 732 | 2,59 | 94 | 27,03 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 121 | 349 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 20 747 | 27,34 | 716 | 41,58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 908 | 20,22 | 376 | 33,81 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6 388 | 220 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 064 | 0,87 | 140 | 12,90 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 47 000 | 1 622 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 50 776 | 6,29 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 80 298 | 12,60 | 2 771 | 25,27 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11 900 | 411 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 008 | 2,34 | 35 | 13,33 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 6 328 | 218 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 049 | 18,57 | 347 | 32,06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 25 883 | 52,25 | 893 | 69,45 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 241 627 | 4,48 | 8 | 14,29 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6 166 | 213 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 23 590 | 814 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 7 491 | 0,89 | 259 | 12,17 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 65 770 | 2 270 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 60 234 | 72,82 | 2 079 | 92,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 883 947 | 5,31 | 30 505 | 17,16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 147 | 5 | ||||||
| 2025-08-27 | NP | XCOR - FundX ETF | 463 440 | 15 993 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16 438 | 51,66 | 567 | 68,75 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 6 507 | 229 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 254 | 0,72 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 255 951 | 1,71 | 8 833 | 13,16 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 114 428 | 3 872 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 987 372 | 15,69 | 34 074 | 28,71 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 8 337 | 288 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47 077 | 10,70 | 1 625 | 23,12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 182 | 5,97 | 179 | 17,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 165 880 | 18,25 | 5 725 | 31,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 017 165 | 0,84 | 242 162 | 12,19 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11 250 | 27,12 | 388 | 41,61 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 40 411 | 4,51 | 1 395 | 16,26 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 899 | 66 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 13 902 | 446,25 | 480 | 514,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 417 221 | 15,84 | 428 518 | 28,87 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 92 477 | 21,58 | 3 191 | 35,27 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8 657 | 299 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 683 | 2,55 | 24 | 15,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 500 | 52 | ||||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 6 290 | 227 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 172 | 75 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 407 938 | 2 535,60 | 14 078 | 2 832,71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 907 986 | 9,23 | 100 370 | 21,54 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 184 141 | 76,24 | 6 355 | 96,05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96 680 | 0,02 | 3 336 | 11,27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 2 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 30 004 | 19,99 | 1 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 12 652 | 2,33 | 437 | 13,84 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7 088 | 245 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 119 250 | 519,48 | 4 115 | 589,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 262 194 | 296,64 | 9 048 | 341,37 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 99 520 | 2,62 | 3 434 | 14,16 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 321 069 | 0,96 | 11 080 | 12,33 | ||||
| 2025-07-29 | 13F | Creekside Partners | 22 341 | 0,54 | 771 | 11,90 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 6 400 | 221 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 50 897 | 1 804 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 749 392 | 25 862 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 594 | 297 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 16 175 | 114,92 | 558 | 139,48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16 690 | 576 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 019 | 0,25 | 139 | 11,29 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 40 240 | 20,74 | 1 389 | 34,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 | 2 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10 225 | 16,34 | 353 | 29,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198 803 | 41,72 | 6 861 | 57,66 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15 614 | 539 | ||||||
| 2025-08-13 | 13F | bLong Financial, LLC | 75 956 | 2 622 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 100 | 3 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14 120 | 487 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 17 697 | 1,00 | 611 | 12,34 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 372 690 | 12 862 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 296 | 2,07 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 219 836 | 7 587 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 544 | 1,38 | 640 | 12,70 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 43 260 | 1 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23 608 | 16,62 | 815 | 29,82 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 57 366 | 0,29 | 1 980 | 11,56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30 925 | 1 067 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 30 510 | 1 053 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 29 117 | 2,22 | 1 005 | 13,70 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 173 562 | 0,73 | 40 499 | 12,06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23 888 | 339,04 | 824 | 390,48 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8 449 522 | 3 243,64 | 242 | −96,91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 249 460 | 173,39 | 8 609 | 204,17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 16 613 | 5,80 | 573 | 17,66 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2 076 | 2,32 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 244 714 | 4,81 | 8 445 | 16,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 45 554 | 8,97 | 1 572 | 21,30 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16 968 | 117,20 | 610 | 146,56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 192 | 0,70 | 248 | 12,22 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7 180 | 248 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 699 | 4,36 | 369 | 16,04 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5 820 | 201 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 75 007 | 3,96 | 2 588 | 15,69 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 16 014 | 2,69 | 553 | 14,29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 98 838 | 3,34 | 3 547 | 19,59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 340 | 25,26 | 840 | 39,37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 208 | 2,10 | 904 | 13,57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79 138 | 15,80 | 2 731 | 28,88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 39 236 | 1 217 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 514 | 654,53 | 1 950 | 740,52 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 97 030 | 28,04 | 3 349 | 61,43 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 14 486 | 17,15 | 500 | 30,29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 137 | 221 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 980 | 44,12 | 34 | 57,14 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6 322 | 218 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42 212 | 8,41 | 1 457 | 20,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 5 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 796 | 235 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 491 273 | 53,19 | 85 974 | 70,43 |
