Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares S&P Small-Cap 600 Growth ETF inkluderar Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Mma Asset Management Llc, Independence Financial Advisors, LLC, Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF, TT Capital Management LLC, Midwest Trust Co, Evoke Wealth, Llc, Traynor Capital Management, Inc., Pitcairn Co, Axis Wealth Partners, LLC, Vestmark Advisory Solutions, Inc., 21 West Wealth Management LLC, Richmond Investment Services, LLC, WealthPlan Investment Management, LLC, New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES, New Age Alpha Advisors, LLC, Miracle Mile Advisors, LLC, och Gamco Investors, Inc. Et Al .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1 571 | 209 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 103 | 14 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 125 582 | 7,44 | 15 770 | −0,65 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 1 505 | 200 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 939 | 1,73 | 125 | 8,77 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 180 | 0,17 | 157 | 7,53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 064 | 15,97 | 408 | 24,09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 171 | 0,08 | 688 | 7,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 292 798 | 0,61 | 438 074 | 7,51 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 595 | 0,85 | 79 | 8,22 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 123 791 | 4,96 | 16 469 | 12,16 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 219 | 29 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1 520 | 202 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 106 082 | 3,18 | 14 113 | 10,27 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 49 042 | 13,43 | 6 525 | 21,20 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 964 | 4,29 | 527 | 11,42 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 56 276 | 59,23 | 7 487 | 70,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 913 | 25,86 | 255 | 34,39 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 62 | 8 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 230 | 0,27 | 297 | 7,25 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 608 | 3,20 | 1 012 | 10,36 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 75 000 | 19,05 | 9 978 | 27,22 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 62 510 | 8 316 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 067 | 3,42 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 373 | 19,40 | 4 706 | 27,58 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 2 432 | 324 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 927 | 0,03 | 389 | 6,87 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 20 891 | 1,20 | 2 779 | 8,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 164 399 | 3,79 | 21 878 | 10,88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18 275 | 2 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 10 522 | 0,23 | 1 407 | 7,65 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 23 249 | 0,64 | 3 093 | 7,55 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 14 247 | 2,27 | 1 895 | 9,28 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15 366 | 8,33 | 2 044 | 15,81 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 168 370 | 1,40 | 22 400 | 8,35 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 017 | 0,48 | 1 466 | 7,40 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6 825 | 1,76 | 931 | 23,67 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 569 | 209 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 31 374 | 9,88 | 3 906 | 0,41 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 455 | 61 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 316 | 4,48 | 973 | 11,71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 355 990 | 47 361 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 47 683 | 6,97 | 6 344 | 14,31 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 13 377 | 2,34 | 1 780 | 9,34 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 140 | 152 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 21 932 | 80,60 | 2 918 | 93,05 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 7 313 | 0,05 | 973 | 6,93 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 58 321 | 6,44 | 7 759 | 13,74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 804 | 0,30 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 510 | 201 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 412 | 49,30 | 720 | 59,42 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 076 | −7,49 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 64 211 | 8 543 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 312 | 6,03 | 1 372 | 13,31 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1 921 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 390 | 1,79 | 318 | 8,56 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 859 | 1,25 | 247 | 8,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 35 380 | 1,89 | 4 707 | 8,86 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 130 | 0,27 | 150 | 7,14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 167 376 | 5,48 | 22 268 | 12,71 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 21 | 3 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 693 | 225 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 175 | 26,69 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 271 | 803,33 | 36 | 1 100,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 769 | 235 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 298 748 | 2,45 | 39 746 | 9,47 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 508 | 2,99 | 1 398 | 10,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87 711 | 4,42 | 11 669 | 11,59 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1 650 | 220 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 506 | 200 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 98 169 | 3,23 | 13 060 | 10,31 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 115 | 0 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 104 671 | 23,19 | 13 925 | 31,64 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 17 441 | 7,95 | 2 320 | 15,37 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 444 | 0,23 | 59 | 7,27 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 898 | 0,11 | 119 | 7,21 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1 688 | 0,12 | 225 | 7,18 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 30 258 | 26,31 | 4 | 100,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 16 457 | 5,91 | 2 189 | 13,19 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 084 | 10,62 | 277 | 18,38 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 3 500 | 466 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 308 | 41 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 64 | 9 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 797 | 2,77 | 1 169 | 10,92 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 2 625 | 30,60 | 349 | 39,60 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 64 089 | 4,47 | 8 526 | 11,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10 543 | 38,41 | 1 403 | 52,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 111 086 | 0,34 | 14 779 | 7,23 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 659 | 354 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11 809 | 0,05 | 1 571 | 6,94 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 19 106 | 0,02 | 2 542 | 6,85 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 26 | 3 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 53 800 | 2,50 | 7 158 | 9,53 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 6 035 | 9,77 | 803 | 17,25 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 30 063 | 4 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 545 | 1,03 | 339 | 7,99 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 88 | 12 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 250 | 33 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50 809 | 10,22 | 6 760 | 17,77 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 728 | 230 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 256 | 34 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 355 | 1,73 | 313 | 8,68 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 506 | 15,67 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 66 | 9 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 10 680 | 26,74 | 1 441 | 37,27 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 354 | 57,81 | 579 | 68,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 95 674 | 2,87 | 12 729 | 9,93 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 361 | 0,94 | 314 | 7,90 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 31 899 | 4 244 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 8 172 | 3,14 | 1 087 | 10,24 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 12 746 | 8,55 | 1 696 | 16,02 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7 550 | 0,39 | 1 004 | 7,26 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 380 | 0,18 | 583 | 6,99 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 105 050 | 9,54 | 14 | 18,18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4 857 | 646 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 240 | 0,09 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 162 | 0,62 | 22 | 5,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6 749 | 0,24 | 898 | 7,04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 629 | 0,93 | 217 | 8,00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 18 354 | 56,64 | 2 464 | 69,00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 489 | 2,07 | 597 | 9,14 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 894 | 252 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 11 | 1 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 652 | 2,16 | 1 417 | 9,17 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 53 093 | 1,13 | 7 063 | 8,06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 847 | 9,51 | 1 718 | 17,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 361 800 | 4,02 | 48 134 | 11,15 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 471 121 | 58,96 | 62 678 | 69,87 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 050 | 8,07 | 2 401 | 15,49 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 27 764 | 2,89 | 3 694 | 9,94 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 181 | 1,08 | 1 354 | 8,06 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 2 397 | 6,58 | 319 | 13,98 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 100 | 146 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 129 | 111,48 | 17 | 142,86 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 35 | 40,00 | 5 | 33,33 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 688 | 1,54 | 757 | 8,46 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 887 | 1,94 | 384 | 9,09 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 589 | 51,03 | 78 | 62,50 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 5 313 | 6,28 | 707 | 13,50 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 17 042 | 4,99 | 2 267 | 12,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158 279 | 4,92 | 21 057 | 12,12 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2 834 | 0,04 | 377 | 7,10 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 1 806 | 240 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 139 285 | 18 534 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 24 148 | 551,42 | 3 213 | 596,75 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 33 361 | 0,12 | 4 438 | 6,99 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 174 | 643,04 | 156 | 721,05 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 794 | 3,75 | 505 | 10,77 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2 106 | 1,84 | 280 | 8,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 248 | 21,40 | 698 | 19,32 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 80 | 0 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 64 211 | 8 543 | ||||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1 834 | 0,22 | 244 | 7,05 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 28 560 | 3,10 | 3 800 | 10,18 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 26 198 | 55,63 | 3 485 | 63,31 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 22 204 | 2 686 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 4 081 | 0,15 | 543 | 6,90 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 344 | 6,85 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 134 000 | 13 193,65 | 1 | −99,20 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 201 | 8,90 | 1 091 | 16,44 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 563 | 12,12 | 341 | 19,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 38 379 | 1,24 | 5 106 | 8,18 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 40 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 64 453 | 169,54 | 8 575 | 188,14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 678 | 3,77 | 2 219 | 10,90 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 4 696 | 96,40 | 625 | 110,10 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 71 976 | 4,06 | 9 576 | 11,19 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 585 | 1,49 | 344 | 8,20 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 511 | 5,14 | 999 | 12,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 910 | 6,11 | 3 447 | 13,39 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 001 | 1,20 | 1 064 | 8,13 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 13 783 | 686,70 | 1 834 | 740,83 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17 247 | 6,78 | 2 295 | 14,13 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 378 | 0,27 | 50 | 8,70 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 200 | 27 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 366 | 4,92 | 182 | 12,42 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 638 | 226,62 | 1 | |||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 27 088 | 3 604 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 5 316 | 29,88 | 707 | 38,90 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4 414 | 12,17 | 587 | 20,04 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 1 600 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 246 | 5,40 | 299 | 12,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 129 | 23,82 | 7 068 | 32,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 810 556 | 1,12 | 107 836 | 8,06 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 131 | 0,04 | 683 | 6,90 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 31 357 | 4,83 | 4 | 33,33 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 690 | 3,36 | 225 | 10,34 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6 434 | 1,74 | 856 | 5,95 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 097 | 95,37 | 545 | 108,81 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 288 | 304 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 77 416 | 4,89 | 10 299 | 12,09 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 71 204 | 9 473 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 900 | 9,53 | 1 849 | 17,03 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 20 951 | 1,66 | 2 787 | 8,65 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 381 | 5,26 | 1 381 | 12,55 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 38 | 5 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 29 035 | 5,80 | 3 863 | 13,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 523 | 0,47 | 1 134 | 7,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 | 2 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 37 071 | 3,41 | 4 932 | 11,16 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 279 | 25,08 | 303 | 34,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 371 280 | 2,32 | 49 395 | 9,34 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 6 | 20,00 | 1 | |||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 200 658 | 0,01 | 26 696 | 6,87 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 500 | 111,86 | 67 | 127,59 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 2 255 | 22,22 | 300 | 31,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11 963 | 0,02 | 1 592 | 6,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 182 966 | 5,23 | 24 342 | 12,45 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 9 994 | 25,21 | 1 330 | 33,84 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5 322 | 0,02 | 713 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 725 | 2,17 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 | 0 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 518 | 0,19 | 69 | 6,25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 133 631 | 6,39 | 17 778 | 13,69 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 963 | 0,02 | 793 | 6,87 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 827 | 10,18 | 908 | 17,77 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4 840 | 1,62 | 644 | 8,61 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 36 057 | 3,67 | 4 881 | 12,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 578 | 4,08 | 2 072 | 11,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 179 400 | 968,94 | 23 867 | 1 042,51 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 47 017 | 2,08 | 6 255 | 9,09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 535 | 71 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 3 006 | 72,46 | 401 | 84,79 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 1 939 | 258 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 190 851 | 19,09 | 25 380 | 28,20 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8 555 | 1 073 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 900 | 785 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 3 713 | 497 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 586 | 0,17 | 78 | 8,33 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 452 | 15,95 | 1 257 | 23,96 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 1 589 | 211 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2 493 | 4,84 | 332 | 11,82 | ||||
| 2025-07-18 | 13F | Vicus Capital | 24 383 | 7,74 | 3 244 | 15,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 023 | 5,76 | 801 | 4,03 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 588 | 22,52 | 743 | 31,04 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5 512 | 79,66 | 733 | 92,39 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 206 | 294 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 061 | 1 072 | ||||||
| 2025-07-24 | 13F | GFG Capital, LLC | 90 | 12 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 81 276 | 236,87 | 10 813 | 260,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 7 400 | 60,87 | 984 | 72,03 | |||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 067 | 39,98 | 408 | 49,63 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 077 | 0,09 | 143 | 7,52 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1 504 | 200 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 44 253 | 42,56 | 5 887 | 52,36 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 19 652 | 7,07 | 2 614 | 14,40 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 281 | 1,08 | 37 | 8,82 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 729 | 230 | ||||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 1 806 | 240 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23 373 | 9,98 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 4 330 | 0,19 | 576 | 7,06 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 4 364 | 1,96 | 1 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 635 | 351 | ||||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 32 867 | 0,45 | 4 373 | 7,34 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 11 590 | 1,34 | 1 542 | 3,08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 992 | 304,88 | 265 | 334,43 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 25 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31 197 | 4,07 | 4 150 | 11,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46 646 | 0,47 | 6 206 | 7,35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 944 | 959,11 | 1 988 | 1 036,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 292 | 0,15 | 438 | 7,09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 775 | 11,10 | 1 034 | 18,71 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 220 049 | 12,50 | 29 275 | 20,22 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 1 600 | 213 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 78 | 47,17 | 10 | 66,67 |
