Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares S&P Mid-Cap 400 Growth ETF inkluderar Independence Financial Advisors, LLC, Midwest Trust Co, Summit Wealth Group Llc / Co, Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Evoke Wealth, Llc, Nicholas Hoffman & Company, LLC., Vestmark Advisory Solutions, Inc., 21 West Wealth Management LLC, Tradewinds, LLC., Compass Investment Advisers LLC, Richmond Investment Services, LLC, Ally Invest Advisors Inc., B&l Asset Management Llc, Alpha Cubed Investments, LLC, Nilsine Partners, LLC, BIP Wealth, LLC, FSM Wealth Advisors, LLC, och Exchange Traded Concepts, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | American National Bank | 584 | 0,52 | 53 | 10,42 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 185 196 | 0,41 | 16 849 | 9,69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172 543 | 8,92 | 15 698 | 18,99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 431 | 312 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 010 | 24,08 | 92 | 35,82 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 210 | 201 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 15 914 | 1 448 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8 087 | 29,68 | 736 | 41,62 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 303 | 1,40 | 665 | 10,48 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 263 | 206 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 190 | 23,13 | 381 | 34,63 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 097 051 | 6,11 | 99 810 | 15,92 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2 311 | 210 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 522 412 | 0,06 | 47 529 | 9,32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 384 | 35 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14 495 | 0,04 | 1 319 | 9,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 55 198 | 10,13 | 5 022 | 20,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55 796 | 1,01 | 5 076 | 10,35 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2 292 | 208 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 097 315 | 3,69 | 99 834 | 13,28 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 178 234 | 2,11 | 16 216 | 11,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 318 654 | 1,61 | 28 991 | 11,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 23 324 | 28,74 | 2 122 | 40,72 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 804 | 255 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 33 767 | 7,93 | 3 072 | 17,93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 874 | 73,66 | 261 | 90,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104 666 | 34,79 | 10 | 50,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 862 | 1,18 | 1 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 398 | 218 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 100 | 9 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3 059 | 4,30 | 282 | 15,57 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 92 088 | 2,40 | 8 378 | 11,87 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 289 | 208 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10 450 | 92,38 | 951 | 110,18 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 2 240 | 204 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 6 055 | 17,19 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14 348 | 0,66 | 1 305 | 9,94 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 5 404 | 492 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 120 558 | 3,13 | 374 888 | 12,67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 158 057 | 3,09 | 196 340 | 12,62 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11 237 | 6,81 | 1 022 | 16,67 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 21 984 | 2,61 | 2 000 | 12,11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 866 471 | 1,49 | 78 831 | 10,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 600 | 160,00 | 237 | 184,34 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 9 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 611 | 18,76 | 783 | 29,85 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17 806 | 1,04 | 1 620 | 10,36 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 21 971 | 13,34 | 1 999 | 23,79 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11 688 | 0,95 | 1 063 | 10,27 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 15 914 | 1 448 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 696 | 70,05 | 1 064 | 86,01 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3 429 | 0,09 | 312 | 9,12 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 928 | 2,01 | 175 | 11,46 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6 280 | 0,10 | 571 | 9,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50 586 | 18,78 | 4 706 | 32,68 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16 175 | 1 472 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19 908 | 2,76 | 1 811 | 12,28 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 43 074 | 1,48 | 3 919 | 10,87 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 156 | 14 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 352 | 123 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 20 671 | 18,98 | 1 881 | 30,01 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 652 | 36,76 | 1 152 | 49,48 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 719 | 0,14 | 65 | 10,17 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 278 009 | 3,85 | 25 293 | 13,46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 513 | 9,00 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 621 | 1,40 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 254 | 11,57 | 478 | 21,94 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 6 700 | 17,56 | 609 | 28,48 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 9 929 | 5,93 | 903 | 15,77 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 878 292 | 1,13 | 79 907 | 10,48 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES | 18 914 | 255,79 | 1 721 | 289,14 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 449 | 223 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 7 265 | 4,25 | 661 | 13,79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 531 367 | 0,01 | 48 344 | 9,26 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9 435 | 106,23 | 1 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 75 632 | 24,12 | 6 881 | 35,61 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35 486 | 0,27 | 3 228 | 9,54 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 314 | 3,71 | 1 120 | 13,36 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 23 | 2 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4 982 | 453 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 208 610 | 6,69 | 18 979 | 16,56 | ||||
| 2025-07-24 | 13F | Eastern Bank | 94 | 9 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 49 962 | 0,03 | 4 546 | 9,28 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39 285 | 7,87 | 3 574 | 17,84 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 21 165 | 0,02 | 1 926 | 9,25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3 163 | 0,09 | 288 | 9,13 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10 548 | 960 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 105 117 | 3,64 | 9 564 | 13,23 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3 335 | 6,72 | 303 | 16,54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 27 217 | 5,78 | 2 476 | 15,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 801 588 | 7,72 | 73 | 18,03 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 60 577 | 3,44 | 5 511 | 13,00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1 843 | 9,64 | 168 | 20,14 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 29 072 | 2,53 | 2 645 | 11,99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 146 234 | 2,49 | 13 304 | 11,97 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 506 929 | 2,72 | 46 120 | 12,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 520 | 138 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 260 913 | 29,44 | 23 738 | 41,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11 746 | 77,57 | 1 069 | 96,32 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 200 | 0,31 | 473 | 9,74 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 23 937 | 12,24 | 2 178 | 22,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 797 381 | 3,56 | 345 486 | 13,14 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 85 | 8 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 014 | 11,92 | 92 | 22,67 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2 288 | 208 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 23 351 | 40,14 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 778 | 43,88 | 1 254 | 57,21 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 32 829 | 5,82 | 2 987 | 15,60 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 5 397 | 0,09 | 491 | 9,60 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 1 715 | 157 | ||||||
| 2025-09-03 | 13F | American Trust | 3 390 | 308 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3 272 | 0,03 | 298 | 9,19 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4 434 | 0,16 | 403 | 9,51 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 62 455 | 0,16 | 5 682 | 9,44 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 007 335 | 8 758,03 | 11 | −98,84 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 328 | 212 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 11 994 | 0,12 | 1 091 | 9,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 402 | 4,65 | 1 037 | 14,33 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 8 725 | 8,16 | 812 | 20,86 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 7 537 | 7,98 | 686 | 17,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43 265 | 35,57 | 4 | 50,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 429 | 7,29 | 202 | −1,46 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 163 | 15 | ||||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 2 352 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 33 586 | 5,36 | 3 056 | 15,11 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5 944 | 1,28 | 541 | 10,66 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3 951 | 359 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27 910 | 187,44 | 3 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 11 946 | 1 087 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3 293 | 0,12 | 300 | 9,52 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 7 019 | 0,34 | 639 | 9,62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 904 | 209,59 | 82 | 237,50 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 4 133 | 0,02 | 376 | 9,30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 4 160 | 4,58 | 378 | 14,20 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 2 303 | 209 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14 149 | 0,15 | 1 287 | 9,44 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 143 681 | 0,55 | 13 072 | 9,85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 504 | 150,93 | 593 | 174,07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 358 | 9,35 | 2 173 | 22,16 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 467 | 224 | ||||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 2 713 | 0,15 | 247 | 9,33 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12 246 | 4,54 | 1 114 | 14,26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 469 | 1,62 | 680 | 10,95 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3 420 | 0,12 | 311 | 9,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 423 019 | 7,93 | 38 486 | 17,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63 408 | 100,83 | 5 769 | 119,40 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 2 293 | 209 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 16 624 | 0,63 | 1 512 | 9,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2 600 | 237 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207 986 | 3 612,71 | 18 929 | 3 962,02 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 20 252 | 0,01 | 1 843 | 9,25 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 318 | 29 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 74 643 | 4,36 | 6 791 | 14,02 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2 199 | 0 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 43 840 | 3,96 | 3 989 | 13,59 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 813 | 0,32 | 347 | 9,49 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 12 395 | 31,65 | 1 128 | 43,75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 393 410 | 4,46 | 126 773 | 14,12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 482 | 0,03 | 317 | 9,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 757 549 | 2,32 | 159 902 | 11,78 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 300 872 | 0,10 | 27 373 | 9,36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 839 | 1,41 | 713 | 10,89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15 358 | 0,23 | 1 397 | 9,48 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2 398 | 218 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 120 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 666 | 238,26 | 1 516 | 269,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 589 702 | 6,83 | 53 650 | 16,71 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 147 | 13 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81 628 | 6,50 | 7 427 | 16,34 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 224 095 | 33,01 | 18 663 | 21,82 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 16 323 | 0,04 | 1 505 | 150 400,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14 592 | 0,05 | 1 328 | 9,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 563 773 | 11,28 | 142 272 | 21,57 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 42 329 | 678,54 | 3 851 | 751,99 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 | 1 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 217 | 202 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 28 899 | 1,30 | 2 629 | 10,69 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11 891 | 0,89 | 1 082 | 10,19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 917 | 3,55 | 629 | 13,13 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4 626 | 0,09 | 421 | 9,38 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 60 359 | 5 491 | ||||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 7 700 | 701 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 5 444 | 0,81 | 495 | 10,24 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 291 | 19,20 | 299 | 30,57 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 514 | 221 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 215 536 | 5,73 | 110 590 | 15,51 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6 662 | 1,99 | 606 | 11,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 216 037 | 1,59 | 19 655 | 10,98 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 510 | 0,20 | 47 | 17,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 632 | 0,03 | 331 | 9,27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 984 | 90 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 16 590 | 2,36 | 1 509 | 11,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2 268 | 206 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 215 | 202 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11 335 | 0,61 | 1 031 | 9,91 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 629 | 80,13 | 512 | 96,92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 212 | 28,94 | 110 | 41,03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 51 063 | 0,16 | 4 646 | 8,65 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27 734 | 2 523 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 562 920 | 0,08 | 51 214 | 9,34 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7 226 | 5,57 | 658 | 15,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 398 | 123,60 | 36 | 157,14 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 224 923 | 0,34 | 20 464 | 9,62 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 3 155 | 287 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 086 | 918 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 3 202 | 12,75 | 291 | 23,31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 97 731 | 0,20 | 8 892 | 9,47 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8 916 | 811 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 084 | 644 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3 054 | 278 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 18 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 18 700 | 17,55 | 1 701 | 28,47 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 32 065 | 0,16 | 2 917 | 9,41 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 410 | 4,59 | 37 | 15,63 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 27 171 | 45,53 | 2 472 | 59,07 | ||||
| 2025-07-31 | 13F | United Community Bank | 7 402 | 8,04 | 673 | 18,07 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23 881 | 50,81 | 2 173 | 64,80 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 15 682 | 15,21 | 1 427 | 25,86 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 849 | 7,42 | 441 | 17,60 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 467 602 | 6,56 | 42 542 | 16,41 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 2 529 | 0,08 | 230 | 9,52 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10 849 | 1,65 | 987 | 11,15 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 776 | 253 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 24 760 | 10 047,54 | 2 253 | 11 160,00 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 470 | 0,21 | 43 | 7,69 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2 424 | 223 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 550 | 234 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 227 113 | 20 663 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7 056 | 642 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 256 | 11,10 | 478 | 21,63 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 2 356 | 214 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1 513 | 0,07 | 138 | 9,60 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 485 917 | 1 349,37 | 44 209 | 1 483,38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 170 | 106 | ||||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 2 247 | 0 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 3 561 | 324 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 58 046 | 0,15 | 5 281 | 9,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 360 082 | 15,99 | 32 719 | 26,72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3 880 | 353 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 692 | 1,21 | 518 | 10,47 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 726 | 4,28 | 248 | 14,29 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 244 | 9,80 | 113 | 20,21 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7 157 | 75,98 | 653 | 92,33 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 25 167 | 643,93 | 308 | 9,25 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 300 | 209 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 949 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 205 | 17,36 | 292 | 28,19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 437 | 5,88 | 950 | 15,73 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3 927 | 27,67 | 360 | 39,69 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 808 | 0,03 | 346 | 9,15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12 067 | 5,53 | 1 098 | 15,23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 287 | 102,11 | 26 | 136,36 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 44 074 | 0,02 | 4 010 | 9,27 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 520 | 1 503 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32 348 | 6,41 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 624 | 0,14 | 330 | 9,30 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 390 | 48,03 | 308 | 51,72 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 5 098 | 464 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 148 | 203 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 442 | 3,69 | 677 | 13,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 22 603 | 2,41 | 2 057 | 11,86 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 9 960 | 3,76 | 906 | 13,39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 886 | 0,10 | 445 | 9,36 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 504 | 47 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26 859 | 0,20 | 2 444 | 9,45 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 144 433 | 19,37 | 13 141 | 30,41 | ||||
| 2025-07-18 | 13F | Vicus Capital | 13 914 | 15,12 | 1 266 | 25,75 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 6 616 | 0,02 | 602 | 9,27 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 51 649 | 17,86 | 4 699 | 28,75 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6 358 | 0,05 | 578 | 9,26 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 853 | 1,55 | 78 | 11,59 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5 996 | 0,03 | 545 | 9,22 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7 053 | 60,11 | 642 | 75,14 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 27 063 | 99,84 | 2 462 | 118,46 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 6 065 | 0,10 | 552 | 9,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 442 | 2,69 | 677 | 12,27 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 37 266 | 3 390 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 32 902 | 106,30 | 3 | 100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 442 | 0,05 | 887 | 10,20 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7 043 | 641 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 683 375 | 5,52 | 62 173 | 15,28 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 6 963 | 6,01 | 633 | 15,93 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2 376 | 216 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 378 | 0,27 | 34 | 9,68 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 72 865 | 5,86 | 6 629 | 15,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 077 | 39,10 | 371 | 51,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 331 044 | 2,85 | 30 118 | 12,36 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 39 411 | 3 586 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 124 435 | 7,24 | 11 321 | 17,16 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2 239 | 204 |
