Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 3-7 Year Treasury Bond ETF inkluderar School Employees Retirement Board Of Ohio, SSIZX - Sierra Tactical Core Income Fund Class A Shares, AAFMAA Wealth Management & Trust LLC, WCG Wealth Advisors LLC, Foronjy Financial Llc, Portfolio Design Labs, LLC, Criteria Caixa, S.a.u., Barclays Plc, Ridgepath Capital Management LLC, Exchange Traded Concepts, Llc, Quest Partners LLC, Monument Capital Management, Semitam Bonam Llc, Gladwyn Financial Advisors, Inc., Hershey Financial Advisers, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, DSG Capital Advisors, LLC, Modern Wealth Management, LLC, Veridan Wealth LLC, och SFG Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 17 412 | 2 074 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 307 | 36 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 36 641 | 22,74 | 4 364 | 23,74 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 257 518 | 10,58 | 30 602 | 10,98 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 120 720 | 69,62 | 14 261 | 73,43 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2 262 | 0,89 | 269 | 1,89 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 118 277 | 4,42 | 14 086 | 5,26 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 96 176 | 1,08 | 11 454 | 1,90 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 4 331 | 20,34 | 516 | 21,18 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 6 181 | 277,12 | 736 | 281,35 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 11 350 | 8,15 | 1 352 | 9,04 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7 923 | 7,36 | 942 | 8,28 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 40 | 5 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 48 982 | 1,05 | 5 833 | 1,87 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8 050 | 949 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 233 650 | 1,47 | 27 825 | 2,29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 55 351 | 1,43 | 6 592 | 2,25 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 41 542 | 4 947 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 124 799 | 27,05 | 14 862 | 28,09 | ||||
| 2025-08-12 | 13F | Camden National Bank | 47 411 | 6,52 | 5 646 | 7,38 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 2 068 | 5,03 | 246 | 6,03 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 283 | 34 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 42 836 | 11,39 | 5 101 | 12,28 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2 015 | 240 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 524 | 33,22 | 539 | 34,16 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5 327 | 634 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 191 208 | 1,22 | 22 771 | 2,04 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4 729 | 28,30 | 563 | 29,43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 52 483 | 22,32 | 6 209 | 22,51 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2 014 | 239 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 147 148 | 38,75 | 17 524 | 39,87 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12 358 | 0,13 | 1 472 | 0,89 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 3 905 | 1,14 | 465 | 1,97 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 986 | 7,93 | 713 | 8,70 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 49 154 | 116,39 | 5 854 | 118,15 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4 397 | 15,89 | 524 | 16,74 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 233 | 56,92 | 266 | 57,74 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 293 400 | 34 941 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 246 | 267 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 73 321 | 70,32 | 8 710 | 69,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 530 | 24,12 | 3 398 | 25,12 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 702 | 13,20 | 917 | 14,20 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 8 100 | 965 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95 405 | 1 793,71 | 11 362 | 1 809,41 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 520 | 3,64 | 1 015 | 4,43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 227 352 | 312,20 | 27 075 | 315,58 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 537 | 45,14 | 64 | 46,51 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 183 927 | 11 921,37 | 22 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 126 781 | 24,97 | 15 098 | 25,98 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21 073 | 691,03 | 2 510 | 699,04 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 382 772 | 0,27 | 45 584 | 1,08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 991 | 15,80 | 356 | 16,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 645 780 | 18,44 | 76 906 | 19,40 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 46 066 | 30,73 | 5 486 | 31,81 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12 325 | 6,44 | 1 468 | 7,32 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 61 237 | 4,17 | 7 293 | 5,01 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 366 | 4,13 | 520 | 4,85 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 714 | 0,12 | 204 | 0,99 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 10 314 | 1,98 | 1 228 | 2,85 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 31 285 | 3 726 | ||||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 3 802 | 453 | ||||||
| 2025-07-17 | 13F | School Employees Retirement Board Of Ohio | 420 470 | 50 074 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 38 680 | 156,21 | 4 606 | 158,33 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 38 464 | 4 581 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23 892 | 119,09 | 2 845 | 125,79 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 211 | 102,88 | 25 | 108,33 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 336 881 | 1,31 | 40 119 | 2,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 77 600 | 150,32 | 9 241 | 152,35 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 262 | 0,32 | 0 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 10 009 | 1 192 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 49 408 | 342,05 | 5 884 | 345,68 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 19 046 | 13,01 | 2 268 | 13,91 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 30 531 | 5,43 | 3 636 | 6,29 | ||||
| 2025-07-08 | 13F | Mirabaud & Cie SA | 142 971 | 8,37 | 17 026 | 9,25 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 3 123 | 372 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 106 402 | 5,86 | 12 576 | 6,22 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 747 | 79,03 | 446 | 80,57 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 69 545 | 1,85 | 8 282 | 2,68 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 605 | 54,20 | 667 | 55,48 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 17 746 | 2 113 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 1 892 | 225 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177 791 | 8,02 | 21 003 | 10,44 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1 971 | 5,18 | 235 | 5,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 499 | 51,67 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 30 772 | 202,07 | 3 665 | 204,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 59 191 | 20,03 | 7 049 | 21,01 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 22 566 | 112,67 | 2 687 | 114,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 54 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 948 | 1 534,48 | 113 | 1 766,67 | ||||
| 2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 421 400 | 85,88 | 49 805 | 86,52 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 39 281 | 6,92 | 4 678 | 7,79 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 190 365 | 522,92 | 22 671 | 527,98 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 4 690 | 41,69 | 559 | 42,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 51 390 | 2,98 | 6 120 | 3,83 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 10 790 | 78,70 | 1 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 286 330 | 34 099 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11 268 | 0,04 | 1 329 | 0,30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 610 000 | 144,00 | 72 645 | 145,98 | |||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 575 | 6,35 | 664 | 7,11 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 52 190 | 30,04 | 6 215 | 31,09 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 580 450 | 1,00 | 69 126 | 1,82 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 375 | 0,81 | 45 | 2,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 923 | 3,24 | 9 994 | 4,07 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 293 | 273 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 1 962 | 1,87 | 231 | 2,21 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2 260 | 19,89 | 269 | 21,17 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5 025 | 2,38 | 598 | 3,28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 705 | 37,54 | 1 275 | 38,78 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3 238 | 386 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 82 907 | 9 873 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 63 861 | 6,46 | 7 605 | 7,32 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3 045 | 4,78 | 363 | 5,54 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 3 501 | 0,26 | 417 | 0,97 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 480 | 488,18 | 2 915 | 493,69 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 31 922 | 8,14 | 3 802 | 9,00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 574 743 | 2,65 | 68 446 | 3,48 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 8 195 | 49,74 | 976 | 50,93 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 5 119 | 176,55 | 610 | 178,54 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 14 984 | 11,19 | 1 784 | 12,06 | ||||
| 2025-08-08 | 13F | King Wealth | 2 182 | 4,95 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 785 125 | 11,06 | 92 888 | 11,37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 466 | 13,03 | 532 | 13,95 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 476 | 25,69 | 295 | 26,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 48 392 | 5,14 | 5 763 | 5,98 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 155 725 | 153,43 | 18 545 | 155,48 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 26 368 | 4,09 | 3 140 | 4,95 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 133 | 26,67 | 16 | 25,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 24 241 | 62,67 | 2 887 | 63,98 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 157 267 | 53,79 | 18 729 | 55,03 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 7 906 | 0,11 | 942 | 0,97 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 942 234 | 141,42 | 112 211 | 148,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 104 668 | 1,35 | 250 645 | 2,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 100 000 | 100,00 | 11 909 | 101,64 | |||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 30 346 | 3 614 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 750 | 4 483,33 | 327 | 4 571,43 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 17 143 | 93,14 | 2 042 | 94,75 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 173 863 | 5,04 | 20 705 | 5,90 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 843 | 15,44 | 934 | 16,46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 034 | 51,61 | 123 | 53,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499 867 | 95,31 | 59 422 | 96,47 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 249 390 | 428,22 | 29 700 | 432,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 546 361 | 10,90 | 303 246 | 11,79 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 638 391 | 19,29 | 76 026 | 20,25 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 60 153 | 2,36 | 7 164 | 3,18 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1 783 | 212 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 24 624 | 2 933 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 185 | 498 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 245 | 231,08 | 29 | 262,50 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 38 219 | 6,07 | 4 552 | 6,93 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 17 523 | 2 087 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 12 296 | 1,96 | 1 464 | 2,81 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 13 030 | 5,24 | 1 552 | 6,09 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78 329 | 21,42 | 9 328 | 22,40 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 37 288 | 6,24 | 4 441 | 9,49 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 460 446 | 1,68 | 54 835 | 2,50 | ||||
| 2025-07-25 | 13F | Summa Corp. | 7 793 | 22,34 | 928 | 23,40 | ||||
| 2025-08-26 | NP | BBALX - Northern Global Tactical Asset Allocation Fund | 52 095 | 94,28 | 6 204 | 95,86 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3 247 | 387 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 128 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 191 498 | 28,49 | 260 985 | 29,53 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34 883 | 1 603,27 | 4 154 | 1 623,65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 26 624 | 3 171 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25 336 | 17,69 | 3 017 | 18,64 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 850 | 13,57 | 692 | 13,28 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9 702 | 29,45 | 1 155 | 30,51 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 40 207 | 36,97 | 4 789 | 38,10 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12 869 | 21,45 | 1 533 | 22,46 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 44 051 | 152,77 | 5 246 | 154,86 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3 296 | 393 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 96 157 | 0,30 | 11 451 | 1,11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 725 | 205 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 7 602 | 7,13 | 904 | 7,88 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 417 | 58,86 | 645 | 60,45 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 634 | 0,96 | 75 | 1,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 749 983 | 1,46 | 89 316 | 2,28 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 28 235 | 7,77 | 3 363 | 8,63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19 393 | 7,62 | 2 310 | 8,51 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 100 442 | 224,12 | 11 962 | 226,80 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 103 | 0,98 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 421 100 | 657,07 | 50 149 | 663,29 | ||||
| 2025-07-25 | 13F | Criteria Caixa, S.a.u. | 82 000 | 11 452 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 19 962 | 2 377 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 78 405 | 13,61 | 9 337 | 14,54 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 85 | 10 | ||||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 72 905 | 5,72 | 8 682 | 6,58 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 2 | 0,00 | ||||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 3 585 | 427 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 127 537 | 5,17 | 15 188 | 6,02 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 2 625 | 313 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 200 | 24 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2 836 | 34,73 | 338 | 35,89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | 54,08 | 43 | 55,56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 065 | 1,52 | 365 | 2,25 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 597 | 58,36 | 71 | 61,36 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 2 450 141 | 14,37 | 291 787 | 2,01 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34 844 | 29,59 | 4 150 | 30,64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 75 945 | 68,42 | 9 044 | 69,81 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 60 000 | 7,46 | 7 091 | 8,44 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 16 988 | 2 023 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14 862 | 43,15 | 1 770 | 44,49 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 934 | 111 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 564 | 1,81 | 67 | 3,08 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 41 178 | 3,18 | 4 904 | 4,01 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 24 963 | 37,73 | 2 973 | 38,81 | ||||
| 2025-07-16 | 13F | American National Bank | 141 | 17 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 121 160 | 18,10 | 14 334 | 18,19 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8 380 | 9,96 | 996 | 10,68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 291 717 | 1,67 | 34 741 | 2,49 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 139 058 | 55,39 | 16 560 | 56,65 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 8 978 | 1 061 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 138 361 | 16 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 29 126 | 0,04 | 3 469 | 0,84 | ||||
| 2025-08-12 | 13F | Prudential Plc | 78 081 | 95,30 | 9 299 | 96,87 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 113 437 | 4,36 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5 263 | 623 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 12 441 | 1 482 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 64 054 | 7 628 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 31 142 | 57,85 | 3 709 | 59,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 210 867 | 0,31 | 25 112 | 1,12 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 15 404 | 1 834 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 5 200 | 73,33 | 619 | 74,86 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 87 000 | 335,00 | 10 361 | 338,61 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 214 645 | 26,61 | 26 | 25,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4 836 | 6,97 | 576 | 7,68 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2 107 | 13,10 | 251 | 13,64 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 650 688 | 4,05 | 434 760 | 4,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 480 148 | 1,61 | 57 180 | 2,43 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 7 832 | 6,44 | 933 | 7,25 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4 829 | 4,32 | 575 | 5,31 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 77 473 | 4 289,41 | 9 226 | 4 335,58 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 3 835 | 61,00 | 457 | 62,28 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 5 582 | 665 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 100 356 | 164,09 | 12 | 175,00 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1 959 | 4,42 | 233 | 6,39 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 26 869 | 8,22 | 3 200 | 9,07 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 119 | 42,94 | 371 | 44,36 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 693 | 7,46 | 1 512 | 8,32 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | Put | 75 000 | 9 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 103 331 | 16,56 | 12 319 | 17,77 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 345 | 2,99 | 41 | 5,13 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 52 988 | 3,90 | 6 310 | 4,75 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 92 361 | 117,47 | 10 999 | 119,50 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51 860 | 13,57 | 6 176 | 14,50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 205 980 | 48,65 | 24 530 | 49,86 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 11 238 | 0,17 | 1 328 | 2,39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 54 637 | 44,18 | 6 507 | 45,48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 127 054 | 15 131 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2 193 | 23,62 | 259 | 23,92 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12 868 | 5,66 | 1 532 | 6,54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 015 | 240 | ||||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 45 123 | 4,28 | 5 374 | 5,11 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 200 300 | 29,90 | 23 854 | 30,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 34 469 | 40,30 | 4 105 | 41,42 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 590 | 0,97 | 308 | 1,65 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 318 770 | 5,69 | 37 962 | 6,55 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 14 033 | 14,41 | 1 671 | 15,32 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 250 | 0,73 | 149 | 1,37 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 4 660 | 555 | ||||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 211 969 | 0,62 | 25 243 | 1,44 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 17 026 | 1,16 | 2 028 | 1,96 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 131 | 254 | ||||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 49 252 | 61,03 | 5 865 | 62,33 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 59 139 | 4,61 | 6 986 | 6,95 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 8 255 | 5,36 | 1 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 28 196 | 31,16 | 3 358 | 32,22 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 482 864 | 99,48 | 57 504 | 101,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 741 689 | 11,83 | 327 059 | 12,93 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 79 814 | 400,21 | 9 505 | 404,51 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 24 | 3 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 216 | 111,76 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 19 | 2 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 122 731 | 0,35 | 14 466 | 0,12 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 4 526 | 534 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 24 252 | 90,62 | 2 888 | 92,28 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 13 635 | 3,79 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 15 062 | 0,88 | 1 794 | 1,70 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2 923 | 348 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 77 578 | 2,01 | 9 239 | 2,84 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 355 | 0,28 | 42 | 2,44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 88 533 | 18,67 | 10 543 | 19,63 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 10 618 | 26,72 | 1 264 | 27,81 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 48 336 | 4,99 | 5 756 | 5,85 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 51 | 6 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10 770 | 512,98 | 1 283 | 519,32 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 113 | 371 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 23 968 | 2 854 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 114 | 7 685,00 | 371 | 9 150,00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 46 | 84,00 | 5 | 150,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 3 779 | 4,71 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 13 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11 070 | 55,85 | 1 318 | 57,09 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1 613 | 8,33 | 192 | 9,71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 640 | 32,89 | 1 743 | 33,97 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 973 | 23,02 | 830 | 24,07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61 090 | 10,64 | 7 275 | 11,55 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 584 631 | 0,63 | 69 624 | 1,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 53 051 | 42,39 | 6 305 | 43,46 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 60 007 | 5,93 | 7 164 | 7,65 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 29 610 | 9,52 | 3 526 | 10,43 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 582 634 | 22,96 | 69 386 | 23,95 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2 423 | 289 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 49 | 6 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 8 601 | 65,05 | 1 022 | 66,45 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 759 | 0,17 | 209 | 0,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 946 | 113 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152 419 | 29,30 | 18 152 | 30,35 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 13 214 | 1 574 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 114 888 | 13 682 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 33 395 | 3,25 | 3 977 | 4,11 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 81 579 | 1,77 | 9 715 | 2,60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 30 500 | 3 632 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 436 | 528 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 53 443 | 1,39 | 6 365 | 2,22 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3 244 | 52,95 | 386 | 54,40 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 97 046 | 3,34 | 11 557 | 4,18 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 212 | 0 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 6 085 | 12,60 | 725 | 13,48 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 35 665 | 1,29 | 4 247 | 2,12 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 158 584 | 30,37 | 18 886 | 31,42 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 574 | 4,24 | 187 | 5,06 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 20 763 | 2,79 | 2 473 | 3,60 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 440 | 291 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 4 684 | 558 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 748 | 0,61 | 1 756 | 1,44 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 714 | 204 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 18 867 | 2 247 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 196 200 | 1,56 | 23 365 | 4,52 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 702 | 47,17 | 84 | 48,21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 552 | 7,21 | 423 | 8,18 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3 099 | 369 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 68 475 | 3,07 | 8 155 | 3,90 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 3 439 | 410 | ||||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 134 092 | 15 969 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 205 | 1,38 | 263 | 2,34 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7 333 | 0,65 | 873 | 1,51 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 34 554 | 4 115 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 930 | 4,19 | 944 | 5,01 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 91 172 | 56,95 | 10 858 | 58,22 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 916 514 | 4,70 | 108 272 | 7,05 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 34 720 | 3,38 | 4 135 | 4,21 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 137 683 | 0,60 | 16 | 0,00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 2 999 | 357 | ||||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 15 610 | 1 859 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 471 | 8,28 | 56 | 9,80 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 36 | 4 | ||||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 29 050 | 3 460 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12 146 | 17,83 | 1 447 | 18,52 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 30 142 | 132,61 | 4 | 200,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 594 833 | 399,38 | 70 839 | 403,43 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 31 660 | 5,67 | 3 760 | 6,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35 514 | 310,80 | 4 229 | 314,20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 15 458 | 184,52 | 1 841 | 187,05 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 26 879 | 62,64 | 3 201 | 63,93 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 42 554 | 2,87 | 5 068 | 3,70 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2 285 | 3,68 | 272 | 4,62 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 17 977 | 2,97 | 2 141 | 3,78 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 7 610 | 0,18 | 906 | 1,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 170 065 | 41,42 | 258 434 | 42,56 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 1 715 | 203 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 16 894 | 26,82 | 2 012 | 27,76 | ||||
| 2025-07-09 | 13F | Emprise Bank | 8 490 | 1 011 | ||||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 63 520 | 756,99 | 7 507 | 764,86 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 116 588 | 63,36 | 13 884 | 64,68 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 53 020 | 5,09 | 6 319 | 5,95 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 238 207 | 4,82 | 28 368 | 5,67 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 10 004 | 35,41 | 1 191 | 36,58 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7 316 | 4,17 | 871 | 5,07 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 289 | 507 | ||||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 73 337 | 8 664 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 15 275 | 1 819 | ||||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 188 066 | 14,76 | 22 397 | 15,68 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 127 | 15 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 833 249 | 49,87 | 99 232 | 51,08 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 6 240 | 87,44 | 743 | 89,06 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10 050 | 1,31 | 1 197 | 2,13 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 425 | 51 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | |||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 773 | 211 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 073 | 366 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 928 | 349 | ||||||
| 2025-07-31 | 13F | Quest Partners LLC | 49 217 | 5 861 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 2 340 | 15,73 | 276 | 15,97 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 34 797 | 99,54 | 4 144 | 101,17 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 240 418 | 1,52 | 28 631 | 2,34 |
