Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core 1-5 Year USD Bond ETF inkluderar BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES, Estate Counselors, LLC, Park Place Capital Corp, TFC Financial Management, Change Path, LLC, Holistic Planning, LLC, Paul Damon & Associates, Inc., SigFig Wealth Management, LLC, BCS Private Wealth Management, Inc., Silverlake Wealth Management Llc, XTX Topco Ltd, Summa Corp., Newbridge Financial Services Group, Inc., Twin Peaks Wealth Advisors, LLC, Manchester Capital Management LLC, och Private Wealth Asset Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11 232 | 285,32 | 546 | 290,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 698 | 1,16 | 34 | 0,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 706 | 7,14 | 715 | 7,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 108 237 | 2,14 | 5 266 | 2,77 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 78 492 | 1,79 | 3 819 | 2,41 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 047 | 343 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 732 | 16,01 | 376 | 16,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34 094 | 18,43 | 1 659 | 19,19 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 142 614 | 3,34 | 6 940 | 4,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 540 | 14,41 | 26 | 18,18 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 185 273 | 6,04 | 9 014 | 6,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 324 | 0,06 | 162 | 0,63 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22 273 | 3,26 | 1 084 | 3,93 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 6 442 | 24,53 | 313 | 19,92 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16 929 | 1,93 | 820 | 2,25 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 382 554 | 3,77 | 18 611 | 4,42 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 604 | 224 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 422 | 0,94 | 215 | 1,90 | ||||
| 2025-08-14 | 13F | Betterment LLC | 39 922 | 6,82 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 375 644 | 3,50 | 18 275 | 4,15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 6 794 | 19,84 | 331 | 20,44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 012 213 | 27,31 | 341 144 | 28,10 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2 977 | 1,88 | 145 | 2,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 546 | 145,84 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 218 | 38,03 | 740 | 38,84 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 88 644 | 1,88 | 4 313 | 2,50 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9 881 | 1,73 | 481 | 2,35 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6 454 | 314 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 50 840 | 1,89 | 2 473 | 2,53 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6 088 | 455,98 | 296 | 469,23 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 130 600 | 3,90 | 6 354 | 4,54 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 4 675 | 0,69 | 227 | 1,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 983 656 | 18,57 | 47 796 | 19,24 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152 644 | 1 850,97 | 7 426 | 1 864,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 99 229 | 0,03 | 4 811 | 0,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266 685 | 61,51 | 12 974 | 62,52 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39 910 | 2,65 | 1 942 | 3,30 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 431 | 0,15 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 250 491 | 19,48 | 12 186 | 20,22 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 363 157 | 1,87 | 17 642 | 3,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110 649 | 218,30 | 5 383 | 220,42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 51 602 | 2,62 | 2 510 | 3,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13 902 | 2,60 | 676 | 3,21 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 063 | 538 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 540 | 318 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33 541 | 1,94 | 1 632 | 2,58 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 228 | 1,63 | 206 | 1,99 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 332 078 | 6,46 | 16 156 | 7,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 168 694 | 21,35 | 8 | 33,33 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 11 066 | 3,97 | 538 | 4,67 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 409 777 | 19,96 | 19 936 | 20,70 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20 082 | 0,19 | 977 | 0,72 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 956 | 2,14 | 47 | 2,22 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 273 767 | 1,39 | 13 319 | 2,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 513 291 | 59,97 | 24 979 | 61,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 478 | 510 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 024 472 | 52,47 | 49 841 | 53,42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 | 100,00 | 1 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 590 | 4,53 | 223 | 5,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 629 | 62,73 | 858 | 63,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 043 | 537 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 55 239 | 0,54 | 2 687 | 1,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37 471 | 13,88 | 1 823 | 14,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 200 | 253 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195 809 | 96,01 | 9 526 | 97,23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26 708 | 68,47 | 1 299 | 69,58 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32 424 | 0,07 | 1 577 | 0,70 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 104 630 | 5 090 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 540 | 2,54 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 359 | 405,48 | 309 | 415,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 111 | 0,91 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 158 312 | 1,24 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 97 808 | 0,93 | 4 758 | 1,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 901 | 18,97 | 190 | 19,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 27 245 | 0,68 | 1 321 | 0,99 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 461 | 5,86 | 704 | 6,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 583 | 35,41 | 174 | 37,01 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 221 121 | 0,88 | 10 758 | 1,51 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 565 858 | 1,94 | 27 529 | 2,57 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4 470 | 217 | ||||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 545 274 | 7,88 | 26 473 | 8,69 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 187 435 | 1,08 | 9 119 | 1,71 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 89 050 | 0,66 | 4 306 | 1,89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 256 | 0,57 | 207 | 1,47 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 130 588 | 1,56 | 6 353 | 2,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 1 156 571 | 2,00 | 56 267 | 2,63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23 805 | 14,00 | 1 158 | 14,77 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16 945 | 0,38 | 824 | 0,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 127 451 | 2 439,88 | 6 201 | 2 461,98 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 182 860 | 1,28 | 8 896 | 1,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18 373 | 16,54 | 894 | 17,19 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 2 148 499 | 104 374 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 83 935 | 7,12 | 4 060 | 7,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 626 164 | 12,14 | 30 463 | 12,83 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 41 623 | 3,16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 21 183 | 0,18 | 1 031 | 0,78 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4 452 | 217 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 149 720 | 5,15 | 7 284 | 5,80 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 249 026 | 23,52 | 12 115 | 24,28 | ||||
| 2025-07-17 | 13F | City Holding Co | 47 928 | 5,37 | 2 332 | 6,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 457 | 1,64 | 1 089 | 1,97 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 210 089 | 1,95 | 10 221 | 2,58 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72 102 | 16,70 | 3 508 | 17,41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 325 | 7,29 | 308 | 7,72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 502 761 | 2,40 | 24 459 | 3,04 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 37 200 | 0,16 | 1 810 | 0,78 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35 361 | 4,18 | 1 720 | 4,81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 114 721 | 8,45 | 5 581 | 9,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 130 | 6,88 | 250 | 7,33 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 656 | 14,71 | 664 | 15,30 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 44 739 | 11,16 | 2 168 | 11,59 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 307 | 0,99 | 15 | 0,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 762 | 37 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 368 | 261 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 783 | 9,71 | 622 | 10,30 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 32 778 | 1,46 | 1 595 | 2,11 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 148 933 | 6,02 | 7 246 | 6,69 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 900 | 15,32 | 238 | 16,10 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 652 | 0,75 | 275 | 1,11 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7 372 | 0,64 | 359 | 1,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 390 604 | 62,31 | 18 886 | 63,18 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 18 966 | 9,76 | 923 | 10,42 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 53 961 | 1,02 | 2 625 | 1,67 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6 709 | 0,74 | 326 | 1,56 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 930 | 240 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 18 701 | 13,09 | 909 | 15,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 729 001 | 11,30 | 35 466 | 11,99 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13 685 | 1,65 | 666 | 2,31 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 134 602 | 2,74 | 6 548 | 3,38 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 5 128 625 | 1,64 | 249 508 | 2,27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 169 | 0,60 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 114 070 | 20,04 | 5 550 | 22,25 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 271 837 | 1,13 | 13 225 | 1,75 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 169 162 | 3,93 | 8 230 | 4,46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 852 | 16,79 | 3 106 | 17,52 | ||||
| 2025-08-19 | 13F | Cim, Llc | 563 058 | 2,31 | 27 393 | 2,94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 099 | 4,29 | 685 | 4,90 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 2 245 | 4,86 | 109 | 5,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 586 | 0,76 | 758 | 1,47 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 11 914 | 0,24 | 1 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 494 | 1,36 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 11 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 689 | 0,08 | 812 | 0,62 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 19 350 | 941 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 27 010 | 10,47 | 1 314 | 11,17 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 504 | 1,00 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6 851 | 1,03 | 333 | 1,83 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 31 184 | 4,17 | 1 517 | 4,84 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 438 | 0,46 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 955 | 192 | ||||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 1 564 | 0,00 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 31 534 | 10,96 | 1 534 | 11,73 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 58 026 | 4,56 | 2 823 | 5,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 930 891 | 24,22 | 45 288 | 25,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 5 570 | 1,31 | 271 | 1,89 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1 110 526 | 1,59 | 53 861 | 2,27 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 000 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 26 251 | 324,57 | 1 277 | 328,52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 27 643 | 2,45 | 1 345 | 3,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 747 | 10,86 | 9 087 | 11,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 268 229 | 13,27 | 13 049 | 13,98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5 210 | 4,68 | 253 | 5,42 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 289 020 | 2,94 | 14 061 | 3,62 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 485 522 | 2,28 | 23 621 | 2,91 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 748 | 1 394,02 | 85 | 1 600,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 619 | 25,35 | 419 | 26,20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 764 741 | 9,11 | 37 205 | 9,79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 597 | 2,93 | 29 | 3,57 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 39 970 | 1 936 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 107 946 | 14,98 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4 200 | 204 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 43 684 | 197,23 | 2 125 | 199,30 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21 968 | 3,01 | 1 069 | 3,59 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 498 | 84,56 | 511 | 85,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 68 331 | 0,29 | 3 324 | 0,91 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 16 485 | 1,85 | 802 | 2,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 263 | 64,38 | 13 | 71,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 656 | 3 024,71 | 129 | 3 125,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 18 152 | 52,85 | 883 | 53,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99 069 | 53,09 | 4 820 | 54,06 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 046 | 12,74 | 487 | 13,26 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 42 598 | 3,09 | 2 072 | 3,76 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 148 | 886,67 | 7 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 43 627 | 1,06 | 2 122 | 1,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 519 | 0,19 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57 776 | 13,36 | 2 811 | 14,04 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24 798 | 102,22 | 1 206 | 103,72 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 037 | 245 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 3 812 | 185 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 12 550 | 0,89 | 1 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 461 | 3,59 | 1 093 | 4,20 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 932 | 0,52 | 94 | 2,17 |
