Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI Intl Quality Factor ETF inkluderar Atlantic Union Bankshares Corp, Life Line Wealth Management Llc, Mason Street Advisors, Llc, NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio, NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio, Miracle Mile Advisors, LLC, HMV Wealth Advisors, LLC, Park Edge Advisors, LLC, Choate Investment Advisors, Ieq Capital, Llc, Clg Llc, McHugh Group, LLC, Armis Advisers, LLC, Brady Martz Wealth Solutions, LLC, Delap Wealth Advisory, Llc, Boreal Capital Management LLC, Aqr Capital Management Llc, Coldstream Capital Management Inc, Friday Financial, och Midwest Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 37 | 2 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 479 | 21 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 874 | 81 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 850 | 3,02 | 339 | 12,25 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 129 100 | 5 580 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 223 802 | 1,94 | 9 673 | 11,01 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 939 | 41 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 65 095 | 5,13 | 2 813 | 14,49 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 81 154 | 3 507 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 450 022 | 159,49 | 19 450 | 182,57 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 007 013 | 2,02 | 43 523 | 11,10 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 202 | 30,32 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 4 971 | 215 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 37 661 | 4,48 | 1 628 | 13,78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 829 | 243,98 | 36 | 288,89 | ||||
| 2025-08-14 | 13F | Clg Llc | 19 730 | 853 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 768 335 | 1,66 | 33 | 13,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 221 897 | 10,80 | 9 590 | 20,66 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 687 | 332 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 441 385 | 0,06 | 19 077 | 8,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 520 025 | 49,42 | 152 135 | 62,71 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 32 012 | 6,92 | 1 377 | 28,12 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 54 071 | 26,35 | 2 337 | 37,57 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 441 348 | 9,21 | 19 075 | 18,93 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 16 967 | 12,51 | 733 | 22,37 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 107 584 | 20,27 | 4 650 | 30,96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 21 998 | 10,25 | 1 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 48 293 | 0,66 | 2 116 | 5,38 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 297 | 13 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 618 991 | 19,08 | 199 936 | 29,87 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 194 341 | 0,85 | 8 399 | 9,82 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 975 | 215 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 450 844 | 26,28 | 19 485 | 37,52 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 101 404 | 44,78 | 4 383 | 57,68 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 563 600 | 24 359 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 41 099 | 1 776 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 802 784 | 1,90 | 34 696 | 10,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 881 886 | 15,03 | 38 115 | 25,26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 939 994 | 9,33 | 41 | 17,65 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 840 | 1,43 | 123 | 9,91 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 19 048 | 17,47 | 823 | 27,99 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 26 634 | 0,11 | 1 151 | 9,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 29 434 | 3,99 | 1 272 | 9,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 029 798 | 2,91 | 45 | 12,82 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 328 | 14 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 784 206 | 9,70 | 33 893 | 19,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 146 847 | 3,63 | 49 567 | 12,84 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 121 555 | 6,19 | 5 254 | 15,63 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 12 489 | 5,84 | 540 | 15,17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 524 | 541 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 975 | 42 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 255 813 | 4,14 | 11 056 | 13,41 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 85 010 | 0,11 | 3 674 | 9,02 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 58 218 | 62,90 | 2 516 | 77,43 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 21 868 | 73,71 | 945 | 102,36 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 24 215 | 0,93 | 1 047 | 9,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 961 209 | 25,43 | 41 530 | 36,53 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 15 474 | 0,01 | 669 | 8,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 134 593 | 5,17 | 221 917 | 14,52 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 21 899 | 0,06 | 946 | 8,99 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 7 069 | 306 | ||||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 900 | 212 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 10 041 | 434 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4 645 | 201 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9 959 | 3,32 | 430 | 12,57 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 173 | 51 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 387 | 0,73 | 406 | 9,76 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 359 | 1,41 | 16 | 7,14 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 27 815 | 153,62 | 1 202 | 176,32 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 201 937 | 0,92 | 8 728 | 9,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 239 | 18,22 | 572 | 28,83 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 126 355 | 103,87 | 5 461 | 122,08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 337 | 59,68 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 495 280 | 26,80 | 64 627 | 38,08 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18 388 | 213,04 | 795 | 240,77 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 125 | 312,09 | 49 | 380,00 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 59 685 | 10,62 | 2 580 | 20,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 836 | 58,29 | 1 246 | 72,34 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 314 522 | 5,02 | 13 594 | 14,38 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 23 257 | 7,38 | 1 005 | 17,00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 196 | 8 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3 449 | 1,44 | 149 | 11,19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106 351 | 1,02 | 4 597 | 10,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 386 214 | 354,03 | 16 681 | 394,37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 138 992 | 6 007 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 50 946 | 1,26 | 2 202 | 10,27 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 242 366 | 1,64 | 10 378 | 9,66 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1 164 827 | 24,29 | 50 344 | 35,34 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 217 | 4,15 | 262 | 11,02 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 9 801 | 36,45 | 424 | 48,42 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 137 559 | 5,50 | 5 945 | 15,15 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 6 855 | 296 | ||||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 692 700 | 29 938 | ||||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 8 653 | 1,26 | 374 | 10,03 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 328 573 | 4,32 | 143 861 | 13,60 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 24 421 | 1 055 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 969 | 11,96 | 396 | 13,83 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 950 | 84 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 93 674 | 3,07 | 4 049 | 12,23 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 131 713 | 35,97 | 5 693 | 48,07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 340 | 0,42 | 144 | 9,92 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30 231 | 6,50 | 1 307 | 15,99 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 8 592 | 0,28 | 371 | 9,12 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 650 590 | 554,77 | 28 118 | 613,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 39 852 | 16,89 | 1 582 | 24,98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 141 141 | 3,28 | 6 100 | 12,46 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 56 623 | 7,83 | 2 447 | 17,42 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 209 | 318,00 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 29 635 | 25,65 | 1 281 | 36,75 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 7 899 | 341 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 29 431 | 1 272 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 917 606 | 39,82 | 36 420 | 49,50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 64 | 3 | ||||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 36 588 | 6,96 | 1 581 | 16,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 349 | 23,50 | 577 | 34,27 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17 885 | 9,62 | 773 | 19,32 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 24 505 | 1 059 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 997 717 | 5,74 | 43 121 | 15,14 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14 283 | 136,90 | 617 | 158,16 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 384 784 | 16,34 | 16 630 | 26,69 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 216 769 | 9,52 | 9 369 | 19,25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 138 431 | 7,01 | 5 983 | 16,52 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 301 323 | 13,52 | 402 190 | 23,49 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 879 | 2,91 | 1 162 | 12,07 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 24 283 | 21,06 | 1 050 | 31,78 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 824 | 381 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 35 684 | 59,09 | 1 542 | 73,26 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 25 439 | 0,88 | 1 099 | 9,90 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 12 698 | 549 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 47 331 | 1,86 | 2 046 | 10,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 958 460 | 5,61 | 41 | 13,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 324 385 | 1 161,12 | 14 020 | 1 274,41 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 600 | 26 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11 585 | 501 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 161 858 | 90,24 | 6 996 | 107,20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 246 050 | 7,13 | 226 734 | 16,65 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7 816 | 49,85 | 338 | 62,80 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 845 151 | 2,55 | 36 527 | 11,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 175 636 | 3,61 | 94 031 | 12,82 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6 698 | 289 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 65 288 | 18,01 | 2 822 | 28,52 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 103 048 | 15,49 | 4 454 | 25,76 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 103 | 4 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 22 152 | 11,88 | 957 | 21,91 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 428 321 | 4,38 | 18 512 | 13,67 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 53 184 | 3,37 | 2 299 | 12,54 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 84 609 | 25,96 | 3 657 | 37,19 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 115 477 | 13,46 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 037 | 174 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 957 345 | 15,33 | 41 | 28,13 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 259 | 1,73 | 789 | 10,81 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 856 | 4,86 | 901 | 14,20 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 22 349 | 966 | ||||||
| 2025-09-03 | 13F | American Trust | 11 912 | 515 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20 346 | 10,61 | 879 | 20,41 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 100 846 | 6,94 | 4 359 | 16,46 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 239 | 188,11 | 5 456 | 213,74 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 597 883 | 0,66 | 25 841 | 9,61 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 165 696 | 11,02 | 7 161 | 20,90 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9 876 | 84,29 | 427 | 100,94 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 63 751 | 229,62 | 2 755 | 259,19 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 492 679 | 99,93 | 21 294 | 117,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 729 844 | 7,27 | 31 544 | 16,81 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 23 534 | 1 017 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 410 | 61 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 477 298 | 0,22 | 20 629 | 9,13 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 5 122 | 221 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 186 337 | 5,92 | 7 685 | 12,34 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 10 723 | 1,72 | 463 | 10,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 833 975 | 10,45 | 36 044 | 20,28 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 814 | 57,42 | 511 | 71,72 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 532 582 | 1 351,61 | 23 018 | 1 480,91 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 120 226 | 8,41 | 5 196 | 18,06 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 83 891 | 0,10 | 3 626 | 8,99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 36 909 | 4,73 | 1 595 | 14,09 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 247 738 | 6,49 | 10 707 | 15,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 282 642 | 1,08 | 55 436 | 10,07 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 95 354 | 1,66 | 4 121 | 4,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 295 | 14,10 | 56 | 22,22 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 417 476 | 4,84 | 18 043 | 14,17 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 54 107 | 24,89 | 2 339 | 36,01 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65 104 | 20,78 | 2 814 | 31,51 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 36 817 | 7,86 | 1 367 | 0,89 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 775 | 38,05 | 1 757 | 48,56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 397 895 | 7,58 | 17 197 | 17,15 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 862 | 210 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 255 861 | 0,81 | 10 155 | 7,80 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 69 115 | 1,95 | 2 987 | 11,04 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 79 524 | 56,65 | 3 437 | 70,66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0 | ||||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 973 689 | 42 083 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 9 134 121 | 30,48 | 394 777 | 42,08 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 45 359 | 0,34 | 1 960 | 9,25 | ||||
| 2025-07-17 | 13F | City Holding Co | 91 | 4 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 5 605 | 242 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 83 911 | 2,19 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 596 | 3,70 | 458 | 12,84 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 903 708 | 5,20 | 39 058 | 14,56 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2 933 | 0,89 | 127 | 9,57 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 242 | 4 222,67 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 237 620 | 6,36 | 96 710 | 15,82 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 133 791 | 0,51 | 5 782 | 9,45 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 16 200 | 700 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 5 028 | 217 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 437 453 | 1,03 | 18 907 | 10,01 | ||||
| 2025-07-14 | 13F | Friday Financial | 10 592 | 458 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 709 | 204 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 359 | 50,49 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 664 874 | 5,31 | 28 736 | 26,34 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 37 975 | 7,81 | 1 641 | 17,38 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 703 | 203 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18 202 | 787 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 1 252 339 | 4,43 | 54 126 | 13,71 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 32 767 | 73,29 | 1 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 65 240 | 1,61 | 2 589 | 8,64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 236 | 0,18 | 399 | 9,32 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 218 079 | 12,20 | 9 425 | 22,18 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 209 380 | 351,48 | 9 049 | 391,79 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 61 934 | 32,27 | 2 677 | 44,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 858 904 | 1 299,39 | 1 463 382 | 1 423,86 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 11 402 | 11,78 | 470 | 24,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 158 | 223 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 13 601 | 5,91 | 588 | 15,32 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 81 505 | 52,43 | 3 523 | 65,98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 723 | 69,09 | 74 | 85,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 643 | 26,68 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22 768 | 4,42 | 984 | 13,76 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 479 | 107 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 734 | 32 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 31 568 040 | 3,19 | 1 364 371 | 12,36 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 88 853 | 0,60 | 3 840 | 9,56 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 198 | 225 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9 406 | 13,05 | 407 | 23,03 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 204 192 | 5,23 | 8 825 | 14,60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 63 144 | 7,46 | 2 729 | 17,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 803 093 | 4,83 | 77 930 | 14,16 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 43 900 | 1 897 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 339 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 25 559 | 25,24 | 1 105 | 50,82 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 950 | 41 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 639 417 | 239,78 | 28 | 285,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 424 931 | 177,64 | 18 366 | 202,35 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 152 450 | 1,77 | 6 589 | 10,82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 102 670 | 27,87 | 4 | 33,33 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 8 133 | 10,55 | 352 | 20,62 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 56 710 | 13,44 | 2 451 | 23,54 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 9 938 | 65,69 | 429 | 79,83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46 166 | 22,16 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 851 | 207,44 | 555 | 234,34 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 1 050 622 | 2,81 | 45 187 | 11,84 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 13 072 | 565 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 430 529 | 4,87 | 18 607 | 14,20 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 17 817 | 770 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 64 219 | 2,38 | 2 776 | 11,49 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 416 203 | 41,93 | 17 988 | 54,55 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 124 804 | 2,37 | 5 394 | 11,49 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 518 | 20,41 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 83 247 | 3,31 | 3 598 | 12,48 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 198 614 | 1 782,42 | 8 584 | 1 953,59 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 844 854 | 0,53 | 36 515 | 9,48 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 15 303 | 657 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 72 | 33,33 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 699 | 12,56 | 29 | 16,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 607 | 37,85 | 588 | 50,38 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 218 314 | 155,83 | 9 436 | 178,57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 669 541 | 20,27 | 158 598 | 30,97 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 68 526 | 21,66 | 2 962 | 32,48 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 246 558 | 5,78 | 10 656 | 15,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 281 529 | 7,35 | 185 048 | 16,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 117 053 | 13,78 | 5 059 | 23,90 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 13 | 0 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 17 071 | 0,84 | 738 | 9,84 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185 | 1,65 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 71 599 | 3,03 | 3 094 | 12,18 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 258 | 11 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 070 | 133 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 43 610 | 31,60 | 1 885 | 43,27 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109 479 | 3,50 | 4 732 | 12,70 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 008 860 | 33,06 | 302 923 | 44,90 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 140 140 | 2,85 | 6 057 | 11,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 176 542 | 50 850 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 19 383 | 59,70 | 838 | 86,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 33 967 | 0,68 | 1 468 | 3,60 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 153 570 | 2,48 | 6 637 | 11,60 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 29 122 | 14,60 | 1 259 | 24,80 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 30 270 | 1 308 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 103 461 | 2,13 | 4 472 | 11,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81 911 | 2,33 | 3 537 | 11,30 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5 733 | 248 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7 282 | 1,01 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 601 | 329 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15 846 | 3,60 | 685 | 12,69 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 125 | 49 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 239 889 | 6,98 | 10 | 25,00 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 205 268 | 10,06 | 8 872 | 19,85 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 35 662 | 9,29 | 1 541 | 19,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 376 979 | 11,28 | 59 513 | 21,18 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 193 585 | 2,16 | 8 367 | 11,25 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 834 601 | 1,40 | 814 031 | 10,42 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 179 918 | 1,08 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 24 502 | 40,42 | 1 059 | 52,89 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 164 684 | 1,96 | 7 118 | 11,03 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 177 452 | 3,39 | 7 669 | 12,60 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 14 508 | 627 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 59 711 | 8,17 | 2 581 | 17,81 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 164 817 | 3,55 | 7 123 | 12,76 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 245 501 | 32,73 | 10 611 | 44,53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 6 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 013 750 | 5,25 | 43 814 | 14,61 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 50 260 | 4,94 | 2 172 | 14,32 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 538 | 14,82 | 369 | 25,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 10 459 | 6,99 | 452 | 16,49 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 355 545 | 24,48 | 15 367 | 35,55 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 455 373 | 4,19 | 19 681 | 13,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 906 | 212 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 74 633 | 10,92 | 3 226 | 20,79 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 22 737 | 11,94 | 983 | 21,84 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6 938 | 0,01 | 300 | 8,73 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 494 | 12,96 | 281 | 22,81 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 32 827 | 319,57 | 1 419 | 357,42 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 720 | 35,72 | 420 | 47,89 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 14 942 | 0,38 | 1 | |||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 128 883 | 39,08 | 5 570 | 7,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 667 | 19,48 | 547 | 29,93 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 240 868 | 9,81 | 10 439 | 16,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 521 685 | 5,34 | 22 547 | 14,71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 99 006 | 36,63 | 4 279 | 48,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24 974 867 | 19,61 | 1 079 414 | 30,25 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 40 304 | 47,82 | 1 742 | 60,91 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 154 742 | 5,46 | 6 688 | 14,84 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 81 828 | 2,18 | 3 537 | 11,26 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 520 | 22 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 385 059 | 0,74 | 16 642 | 9,70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 74 782 | 12,83 | 3 232 | 22,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 884 | 76,29 | 857 | 89,80 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 736 | 205 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 37 723 | 5,00 | 1 630 | 14,39 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 284 861 | 1,25 | 12 312 | 10,25 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 425 | 18 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 9 760 | 47,97 | 415 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 406 880 | 7,03 | 60 805 | 16,54 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 185 045 | 0,68 | 7 998 | 9,64 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 415 | 6,37 | 320 | 15,94 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4 796 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 46 051 | 12,07 | 1 990 | 22,09 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 15 983 | 6,52 | 444 | −4,31 |
