Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core MSCI Europe ETF inkluderar Arista Wealth Management, LLC, Tanager Wealth Management LLP, XRLX - FundX Conservative ETF, VisionPoint Advisory Group, LLC, Robertson Stephens Wealth Management, LLC, LOM Asset Management Ltd, B&l Asset Management Llc, Custom Index Systems, Llc, Hutchinson Capital Management/ca, Kingswood Wealth Advisors, Llc, Swmg, Llc, Two West Capital Advisors LLC, TD Waterhouse Canada Inc., Signature Estate & Investment Advisors Llc, Arkadios Wealth Advisors, Dover Advisors, Llc, Brian Low Financial Group, Llc, Actinver Wealth Management, Inc., Concurrent Investment Advisors, LLC, och Sovran Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-03 | 13F | Invst, LLC | 30 184 | 151,43 | 1 816 | 180,09 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 125 | 8 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 851 | 326 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 568 | 5,53 | 236 | 16,26 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 89 013 | 104,44 | 5 912 | 125,82 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21 | 5,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 99 914 | 0,78 | 6 614 | 10,92 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7 822 | 26 872,41 | 518 | 51 600,00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8 645 | 572 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800 105 | 19,74 | 52 967 | 31,79 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22 009 | 1 457 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7 404 | 581,14 | 490 | 653,85 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14 320 | 0,11 | 922 | 7,09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 705 | 1,96 | 841 | 12,28 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 174 712 | 5,74 | 11 566 | 16,37 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 211 | 19,33 | 544 | 31,48 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4 | 0 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 38 500 | 2 549 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 740 | 255,77 | 49 | 308,33 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 984 | 65 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 3 122 | 207 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 157 | 64,00 | 474 | 80,53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 54 971 | 50,61 | 3 639 | 65,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 978 | 93,50 | 197 | 114,13 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3 918 | 259 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 997 863 | 83,57 | 66 059 | 102,04 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 668 | 32,42 | 576 | 46,31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 253 | 1,44 | 149 | 8,76 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 613 | 41 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 452 751 | 7,57 | 29 972 | 18,39 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 39 916 | 2 642 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43 085 | 25,84 | 2 852 | 38,51 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 521 984 | 28,98 | 34 555 | 25,60 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 4 298 | 3,37 | 286 | 17,28 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5 006 | 4,40 | 331 | 14,93 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 23 829 | 1,44 | 1 577 | 11,69 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 65 583 | 5,28 | 4 342 | 15,88 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 021 | 14,31 | 465 | 25,75 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 51 682 | 117,14 | 3 421 | 139,06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 357 | 24 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 044 877 | 0,66 | 69 | 11,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 119 | 8 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 957 | 526 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 115 851 | 7 669 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7 209 | 7,42 | 477 | 18,36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 723 | 1,12 | 48 | 9,30 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 315 935 | 1 330,28 | 20 915 | 1 474,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 509 793 | 15,67 | 232 348 | 27,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 436 285 | 92,21 | 28 882 | 111,56 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 107 211 | 2,86 | 6 449 | 8,72 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 343 | 13,92 | 1 678 | 23,95 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 59 276 | 376,57 | 3 924 | 424,60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 449 | 361 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 866 | 1,06 | 322 | 11,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 769 | 196,91 | 51 | 233,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 665 298 | 1,89 | 375 034 | 12,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 080 | 10,31 | 4 838 | 21,38 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 562 | 9,67 | 1 229 | 20,63 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 531 567 | 0,40 | 101 390 | 9,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 715 002 | 2,12 | 47 333 | 12,39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3 539 | 234 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 143 | 2,14 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 405 | 27 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 677 | 13,13 | 376 | 24,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 102 713 | 7 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 716 979 | 26,21 | 113 664 | 38,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 94 111 | 188,07 | 6 230 | 217,05 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81 | 22,73 | 5 | 66,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 202 044 | 23,91 | 13 | 44,44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28 692 | 21,20 | 1 899 | 33,45 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 466 657 | 20,15 | 30 893 | 32,24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 129 | 1,16 | 406 | 11,26 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 200 | 212 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 908 | 27,85 | 1 384 | 40,79 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 780 | 52 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 347 748 | 31,60 | 22 964 | 44,62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 377 | 10,20 | 628 | 20,11 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 3 023 | 200 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 237 598 | 13,57 | 15 729 | 24,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 211 | 121,39 | 1 801 | 143,71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56 375 | 2,87 | 3 732 | 13,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 282 131 | 19 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 803 | 53 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 017 | 23,35 | 663 | 35,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 409 | 39,01 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 112 263 | 14,31 | 7 432 | 40,18 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 578 | 4,95 | 369 | 15,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247 556 | 14,11 | 16 388 | 25,59 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 072 | 13,45 | 667 | 24,72 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 632 | 373 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 515 | 3,90 | 564 | 14,43 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 542 | 896 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 469 | 28,14 | 31 | 40,91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14 350 | 6,89 | 950 | 17,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 012 | 88,44 | 1 325 | 107,20 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 361 485 | 3,46 | 24 | 9,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 51 008 | 4,09 | 3 377 | 14,56 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 29 290 | 54,83 | 1 939 | 70,45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170 040 | 2,24 | 11 257 | 12,51 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 8 443 | 7,98 | 559 | 18,72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 839 | 23,57 | 519 | 35,96 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 3 986 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 668 | 243 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 224 406 | 35,60 | 15 | 55,56 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 9 547 | 79,22 | 632 | 97,50 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 082 | 336 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | −28,57 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 187 991 | 0,57 | 12 | 9,09 | ||||
| 2025-08-13 | 13F | Amundi | 167 088 | 6,57 | 11 080 | 18,37 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 282 | 283 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 71 | 5 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 018 | 228,58 | 1 259 | 261,49 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 380 | 1,06 | 820 | 11,28 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 049 | 202 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 10 980 | 1 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 831 | 39,75 | 717 | 53,86 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25 926 | 11,05 | 1 716 | 22,22 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 163 | 209 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 580 | 238 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14 328 | 51,68 | 949 | 86,25 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 274 466 | 6 520,02 | 4 | −98,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 158 | 3,15 | 408 | 13,37 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7 860 | 10,42 | 520 | 21,50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11 584 | 6,36 | 767 | 16,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 420 | 226 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18 405 | 33,03 | 1 220 | 46,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 941 | 12,85 | 195 | 24,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4 930 | 7,17 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 15 916 | 124,93 | 1 054 | 147,76 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 3 741 | 248 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 18 | 800,00 | 1 | |||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 5 835 | 386 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23 526 | 67,18 | 1 557 | 84,70 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 3 062 | 203 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 816 | 0,08 | 659 | 14,63 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 3 431 | 1,81 | 227 | 12,38 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 83 159 | 556,66 | 5 505 | 623,39 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 29 320 | 24,81 | 1 941 | 37,46 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 23 688 | 1 568 | ||||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 3 208 | 212 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 18 460 | 1 222 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 10 370 | 9,09 | 686 | 20,14 | ||||
| 2025-08-05 | 13F | Industrial Alliance Investment Management Inc. | 88 002 | 1,90 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 33 685 | 512,45 | 2 230 | 575,45 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 37 294 | 2 469 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 367 | 424,29 | 24 | 500,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 418 | 6,81 | 888 | 17,62 | ||||
| 2025-08-08 | 13F | Creative Planning | 215 757 | 10,18 | 14 283 | 21,26 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24 695 | 23,70 | 1 635 | 36,17 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3 797 | 251 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 767 | 39,78 | 779 | 72,12 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4 066 | 221,17 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 151 | 275 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158 488 | 3,67 | 10 492 | 14,09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 994 | 1,96 | 529 | 12,31 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 25 000 | 5,17 | 1 653 | 15,68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 579 | 236 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 166 | 210 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 228 774 | 4,71 | 15 138 | 10,76 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 109 482 | 6,27 | 7 248 | 16,94 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 475 630 | 0,98 | 31 487 | 11,14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 126 409 | 103,36 | 8 320 | 122,55 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 393 | 26 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4 003 | 1,96 | 265 | 12,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 317 | 285 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 897 | 40,98 | 655 | 55,21 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 207 | 26,79 | 477 | 39,88 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3 466 289 | 21,72 | 229 | 33,92 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 238 542 | 24,44 | 15 791 | 56,53 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 5 096 | 337 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25 566 | 192,05 | 1 692 | 221,67 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 62 432 | 4,57 | 4 133 | 15,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38 272 | 7,68 | 2 538 | 18,72 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 049 | 202 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 29 370 | 6,68 | 1 944 | 17,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 475 | 9,23 | 627 | 20,35 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 19 826 | 1 312 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 954 178 | 4,38 | 592 767 | 14,88 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 9 816 | 650 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 204 231 | 181,73 | 13 520 | 210,09 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 358 | 34,08 | 24 | 43,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 253 414 | 211,55 | 15 730 | 221,46 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 3 909 | 259 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 50 665 | 3 354 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 105 572 | 4,24 | 6 989 | 14,73 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 29 336 | 30,02 | 1 942 | 43,11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 347 | 0,89 | 354 | 11,01 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12 391 | 3,03 | 820 | 13,42 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 25 352 | 12,61 | 1 678 | 30,81 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 977 837 | 9,33 | 130 933 | 20,33 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 49 397 | 24,21 | 3 270 | 36,71 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 119 | 0,85 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 167 | 77 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 85 986 | 3,66 | 5 692 | 14,09 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9 525 | 631 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3 374 | 223 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 579 | 30,28 | 105 | 44,44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 169 | 210 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 39 782 | 21,24 | 2 632 | 33,40 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 334 | 0,30 | 750 | 10,46 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 105 157 | 6,61 | 6 961 | 17,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 013 | 266 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 422 719 | 48,90 | 27 984 | 63,87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 22 692 | 7,04 | 1 502 | 17,80 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 51 433 | 0,97 | 3 405 | 11,10 | ||||
| 2025-08-14 | 13F | FIL Ltd | 199 902 | 0,28 | 13 234 | 10,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 097 196 | 1,00 | 205 034 | 11,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 624 | 968 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69 158 | 48,39 | 5 | 100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 215 | 0,26 | 544 | 10,37 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 355 120 | 43,25 | 23 509 | 57,66 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 183 | 211 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23 248 | 2,42 | 1 539 | 12,75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 565 | 2,54 | 302 | 13,11 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 26 | 2 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 391 | 15,84 | 357 | 41,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 207 | 47,33 | 410 | 60,16 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 032 | 5,99 | 863 | 16,64 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 874 | 0,31 | 256 | 10,34 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 379 | 8,56 | 488 | 19,61 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24 532 | 1,67 | 1 624 | 11,92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 508 | 2,04 | 365 | 12,35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 946 | 1,30 | 1 122 | 11,43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 413 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 739 | 3,76 | 115 | 15,00 |
