Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core S&P U.S. Growth ETF inkluderar Waldron Private Wealth LLC, Ethos Financial Group, LLC, Tradewinds, LLC., Americana Partners, LLC, Midwest Trust Co, Valpey Financial Services, LLC, Bulwark Capital Corp, Columbia Advisory Partners Llc, Glenmede Investment Management, LP, Barnes Dennig Private Wealth Management LLC, Twin Focus Capital Partners, Llc, Richmond Investment Services, LLC, Libra Wealth Llc, Fiduciary Trust Co, Paulson Wealth Management Inc., Novem Group, Everstar Asset Management, LLC, Family Legacy Financial Solutions, LLC, CWA Asset Management Group, LLC, och Kcm Investment Advisors Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 517 | 228 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32 860 | 2,16 | 4 942 | 20,92 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 1 352 | 203 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 532 | 447,32 | 1 734 | 549,44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 370 | 56 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5 525 | 22,42 | 831 | 44,85 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3 994 | 601 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 742 | 0,19 | 1 315 | 18,59 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 143 128 | 11,64 | 21 527 | 32,13 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 23 453 | 3 527 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 992 | 0,01 | 1 052 | 18,36 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 1 462 | 220 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 1 610 | 242 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2 767 | 29,85 | 416 | 52,94 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 655 | 1,11 | 1 151 | 19,65 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 81 279 | 16,02 | 12 224 | 37,32 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 40 377 | 16,15 | 6 073 | 37,47 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 20 301 | 6,42 | 3 053 | 25,95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 745 | 262 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 278 | 56,18 | 42 | 86,36 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 17 931 | 2 697 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 241 047 | 5,41 | 36 253 | 24,76 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 204 582 | 2,72 | 30 769 | 21,57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 459 398 | 5,31 | 68 875 | 7,54 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 22 | 22,22 | 3 | 50,00 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 246 106 | 7,20 | 37 014 | 26,87 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1 342 | 202 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 211 254 | 0,12 | 32 | 19,23 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 244 | 488 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2 525 | 380 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77 006 | 0,68 | 11 582 | 19,15 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 237 423 | 1,30 | 35 708 | 19,89 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46 | 7 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 749 | 0,15 | 714 | 18,60 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 3 311 | 0,03 | 498 | 18,33 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 204 805 | 13,91 | 30 803 | 34,81 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 177 | 6,87 | 328 | 26,74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 315 986 | 5,88 | 197 924 | 25,30 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 193 251 | 0,30 | 29 065 | 18,70 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 532 | 0,07 | 230 | 18,56 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 111 591 | 2,23 | 17 417 | 31,75 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 875 | 7,08 | 282 | 27,03 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 308 | 0,68 | 1 408 | 34,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186 289 | 4,01 | 28 018 | 23,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240 886 | 77,63 | 36 | 111,76 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 120 719 | 1,01 | 18 156 | 19,33 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1 504 | 226 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 181 518 | 27 300 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 2 975 | 0,10 | 447 | 18,57 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 331 | 802 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 149 | 22 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1 956 | 0,05 | 298 | 15,95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 11 843 | 2,90 | 1 781 | 21,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 021 | 6,21 | 1 958 | 25,67 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3 646 | 0,03 | 430 | −17,18 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 655 396 | 4,23 | 98 572 | 23,35 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 250 337 | 6,21 | 37 651 | 25,70 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 31 905 | 1,76 | 4 799 | 20,43 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 31 | 5 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 8 324 | 0,05 | 1 253 | 18,54 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 392 | 0,20 | 4 421 | 18,59 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6 303 | 0,14 | 948 | 18,52 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 127 084 | 4,65 | 19 113 | 23,85 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 456 | 69 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 7 683 | 15,22 | 1 156 | 36,36 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 647 | 22,30 | 549 | 44,97 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111 443 | 1,21 | 16 761 | 19,79 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 915 | 138 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2 627 | 7,31 | 395 | 27,01 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21 024 | 8,43 | 3 162 | 28,33 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 519 | 160,80 | 78 | 208,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 113 261 | 0,65 | 167 435 | 19,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 500 | 1 429 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 049 968 | 1,60 | 308 315 | 20,25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 346 | 202 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 120 | 3,76 | 1 886 | 27,02 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 1 345 | 202 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 332 | 19,86 | 50 | 40,00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 744 | 6,30 | 713 | 25,75 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 936 | 0,11 | 140 | 17,80 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 745 | 0,06 | 263 | 18,55 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6 959 | 33,60 | 1 047 | 58,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44 097 | 4,36 | 6 632 | 23,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 062 | 0,10 | 310 | 18,77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 752 | 6,52 | 113 | 26,97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86 636 | 5,93 | 13 030 | 25,37 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 180 630 | 10,46 | 27 167 | 30,74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 1 736 | 6,11 | 261 | 26,09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 818 | 36,21 | 574 | 61,24 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 41 143 | 21,06 | 6 188 | 43,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 429 | 27,38 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 6 995 | 0,14 | 1 052 | 18,60 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 902 | 31,97 | 436 | 56,27 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 198 | 0,57 | 481 | 18,81 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12 994 | 7,07 | 1 954 | 26,72 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 692 | 21,48 | 405 | 43,77 | ||||
| 2025-07-24 | 13F | Eastern Bank | 132 | 20 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 1 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 461 | 220 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1 579 | 237 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 9 384 | 3,33 | 1 412 | 22,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 13 644 205 | 4,32 | 2 052 088 | 23,46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 704 | 4,51 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2 060 | 1,18 | 310 | 19,77 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2 888 | 434 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 1 872 | 1,24 | 238 | −7,78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73 999 | 7,07 | 11 129 | 26,73 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 17 603 | 18,96 | 2 647 | 40,80 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 287 044 | 0,34 | 43 171 | 18,75 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 104 | 4,95 | 1 670 | 24,26 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 41 143 | 6 188 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 778 | 31,08 | 1 170 | 55,04 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 809 | 0 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 7 963 | 13,55 | 1 198 | 34,34 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 33 372 | 0,47 | 5 019 | 18,91 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 022 | 17,60 | 1 507 | 39,28 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 1 637 | 27,59 | 208 | 16,29 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 181 076 | 3,62 | 27 234 | 22,63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 229 873 | 18,42 | 34 576 | 40,16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 566 920 | 2,28 | 85 265 | 21,05 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 27 493 | 5,34 | 4 135 | 24,67 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 4 823 | 11,08 | 725 | 31,58 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26 995 | 2,29 | 4 060 | 21,09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 156 | 110,81 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4 599 | 11,87 | 692 | 32,38 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 597 | 90 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 408 133 | 4,61 | 61 383 | 23,81 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 118 980 | 2 453,22 | 17 895 | 2 922,64 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 834 | 2,45 | 1 329 | 21,28 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 148 | 1,90 | 774 | 20,75 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3 759 | 15,38 | 565 | 36,47 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 24 411 | 3,34 | 3 671 | 22,33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123 910 | 20,91 | 18 636 | 43,11 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 16 733 | 2,09 | 2 517 | 20,85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 936 | 11,07 | 8 479 | 32,51 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2 980 | 448 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 3 731 | 561 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 579 | 224 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 28 919 | 29,39 | 4 374 | 70,09 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 47 824 | 7 193 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 975 369 | 4,78 | 297 095 | 24,01 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 352 | 0,14 | 955 | 18,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 026 | 8,76 | 756 | 28,62 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 54 016 | 3,52 | 8 124 | 22,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 539 575 | 37,35 | 231 552 | 62,55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 274 436 | 0,27 | 41 275 | 18,67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 290 | 512 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 917 | 17,08 | 2 548 | 38,50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 47 510 | 24,13 | 7 | 75,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3 098 | 33,53 | 466 | 58,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 406 | 1 866 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 407 | 14 943,75 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 353 | 7,21 | 203 | 26,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 102 024 | 0,18 | 15 344 | 18,56 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 52 251 | 1,81 | 7 859 | 20,48 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32 424 | 4,26 | 4 877 | 23,38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 698 | 2,43 | 7 625 | 21,23 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 226 | −1,32 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497 380 | 3,39 | 74 806 | 22,37 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13 244 | 1,81 | 1 992 | 20,45 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 35 863 | 5 394 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39 655 | 2,89 | 5 964 | 21,79 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 9 335 | 36,10 | 1 349 | 65,52 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 2 408 | 0,04 | 362 | 18,69 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41 681 | 0,99 | 6 269 | 19,53 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 017 | 303 | ||||||
| 2025-07-16 | 13F | Novem Group | 3 086 | 464 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 453 | 9,50 | 219 | 29,76 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 35 822 | 5,17 | 5 388 | 24,44 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 4 299 | 34,43 | 647 | 59,11 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16 905 | 3,04 | 2 542 | 21,92 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 1 465 | 218 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 1 813 | 0,11 | 273 | 18,26 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2 002 | 301 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 798 | 0,19 | 872 | 18,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14 046 309 | 3,38 | 2 112 565 | 22,35 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1 956 | 294 | ||||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1 460 | 220 | ||||||
| 2025-09-03 | 13F | American Trust | 2 267 | 341 | ||||||
| 2025-04-15 | 13F | Collier Financial | 978 | 14,79 | 124 | 5,08 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 188 | 18,40 | 329 | 40,60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 031 | 183,78 | 1 208 | 236,21 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 65 200 | 8,15 | 10 173 | 32,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 882 | 0,15 | 584 | 18,50 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 306 | 705,26 | 39 | 660,00 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 39 547 | 2,19 | 5 948 | 20,95 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5 331 | 19,91 | 802 | 42,02 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22 308 | 5,60 | 3 355 | 25,00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 1 348 | 203 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 13 382 | 6,59 | 2 013 | 26,14 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7 047 | 19,00 | 1 060 | 40,82 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1 391 | 209 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 13 255 | 1 994 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 415 652 | 8,59 | 62 514 | 28,51 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10 537 | 0,63 | 1 585 | 19,82 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 204 668 | 6,27 | 30 782 | 25,77 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 033 479 | 9,24 | 155 435 | 29,29 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 707 698 | 5,52 | 110 104 | 23,37 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 1 704 | 0,53 | 256 | 19,07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 218 | 1,99 | 2 890 | 20,72 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 27 888 | 1,32 | 4 194 | 19,93 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4 303 | 10,99 | 647 | 31,50 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2 688 | 0,07 | 404 | 18,48 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 4 133 | 622 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8 117 | 59,97 | 1 221 | 89,44 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6 494 | 977 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 428 | 0,14 | 219 | 16,49 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 223 016 | 9 508,62 | 33 542 | 11 308,50 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 13 193 | 0,07 | 1 984 | 18,45 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 352 | 13,55 | 53 | 33,33 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 8 428 | 1,18 | 1 268 | 19,75 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 229 | 34 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3 610 | 40,25 | 543 | 65,75 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 20 156 | 3 031 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 361 | 44,30 | 1 859 | 70,86 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30 573 | 16,05 | 4 598 | 37,34 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 379 455 | 60,84 | 57 070 | 90,36 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 91 829 | 3,20 | 13 816 | 22,02 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 22 329 | 3 358 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 5 605 | 14,46 | 843 | 35,37 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 345 | 7,14 | 52 | 27,50 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 514 | 228 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 610 | 1,83 | 693 | 34,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 304 934 | 117,67 | 45 862 | 134,94 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 22 774 | 10,96 | 3 425 | 31,33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 439 | 216 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 803 | 512,98 | 121 | 650,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 21 069 | 7,84 | 3 169 | 27,64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 140 984 | 1,33 | 21 204 | 19,93 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 941 | 1,73 | 894 | 20,35 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1 523 | 229 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 386 | 0,94 | 660 | 19,38 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 94 346 | 3,30 | 14 190 | 22,26 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1 934 | 14,03 | 291 | 34,88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43 464 067 | 0,81 | 6 536 996 | 19,31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1 472 | 230 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 102 | 767 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 3 978 | 1,45 | 598 | 20,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 011 | 6,53 | 152 | 26,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 251 899 | 1,79 | 37 886 | 20,47 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 604 | 0,17 | 91 | 18,42 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 221 | 484 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 41 503 | 16,39 | 6 242 | 37,76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 531 | 1,96 | 558 | 29,47 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 2 567 | 386 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 679 | 111,07 | 553 | 150,23 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 103 992 | 1,14 | 15 779 | 20,76 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 1 890 | 1,83 | 284 | 20,85 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2 013 | 0,15 | 303 | 18,43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 204 783 | 1,77 | 30 799 | 20,45 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1 827 | 275 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13 844 | 400,14 | 2 | |||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5 736 | 0,09 | 854 | 17,31 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8 070 | 11,87 | 1 214 | 32,42 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 1 356 | 204 | ||||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 8 503 | 0,08 | 1 279 | 18,44 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 572 | 0,64 | 236 | 19,19 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 104 997 | 0,59 | 15 792 | 19,05 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2 280 | 31,72 | 343 | 56,16 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 686 | 2,93 | 554 | 21,76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22 030 | 0,15 | 3 313 | 18,53 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 19 899 | 21,40 | 2 961 | 41,27 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 8 460 | 116,37 | 1 272 | 156,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172 260 | 3,12 | 25 908 | 22,04 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 132 102 | 0,60 | 19 868 | 19,06 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 885 | 25,43 | 1 637 | 48,55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 839 | 0,04 | 427 | 18,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 127 918 | 26,32 | 19 239 | 49,50 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 1 370 | 0 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 1 623 | 244 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 4 227 | 0,02 | 636 | 18,25 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 128 | 19 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 319 095 | 20,57 | 47 992 | 42,69 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 533 | 231 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 9 176 | 0,01 | 1 380 | 18,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 769 | 28,60 | 116 | 53,33 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 1 523 | 229 | ||||||
| 2025-07-23 | 13F | Charter Trust Co | 1 419 | 213 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27 574 | 25,28 | 4 147 | 18,35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 400 | 0,89 | 1 564 | 19,48 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 1 454 | 219 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 17 086 | 11,84 | 2 570 | 32,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21 300 | 2,60 | 3 203 | 21,42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 376 700 | 1 107,60 | 56 656 | 1 329,24 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1 358 | 204 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10 834 | 13,47 | 1 629 | 34,30 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 96 301 | 0,83 | 14 484 | 19,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 410 | 212 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 629 | 0,12 | 251 | 20,67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 89 753 | 34,46 | 13 499 | 59,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 008 | 15,51 | 452 | 36,97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 217 106 | 3,46 | 32 653 | 22,45 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 777 | 117 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 46 879 | 7 051 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 5 701 | 0,14 | 857 | 18,53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 397 | 14,54 | 840 | 38,22 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 117 182 | 4,07 | 17 624 | 23,17 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1 362 | 205 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 486 | 223 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 26 003 | 3 911 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49 986 | 7 518 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 42 000 | 6,38 | 6 317 | 25,89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 599 | 0,03 | 541 | 18,38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9 773 | 4,25 | 1 470 | 23,34 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 7 028 | 0,03 | 1 057 | 18,39 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 2 401 | 0,33 | 305 | −8,41 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 306 | 188,68 | 46 | 253,85 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3 260 | 490 | ||||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 2 734 | 10,33 | 355 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 165 916 | 1,21 | 922 388 | 19,20 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 50 797 | 0,05 | 7 640 | 18,40 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 836 | 27,65 | 577 | 51,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 210 | 106,13 | 182 | 124,69 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 842 | 9,77 | 879 | 29,88 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1 593 | 0,19 | 240 | 18,32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 193 | 15,57 | 29 | 38,10 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67 087 | 328,81 | 10 090 | 407,49 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 5 019 | 0,14 | 775 | 25,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 193 | 1 082 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 761 | 0,29 | 566 | 18,70 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 919 | 1 041 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 888 | 12,12 | 1 638 | 32,66 | ||||
| 2025-08-14 | 13F | FIL Ltd | 411 058 | 61 980 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 643 | 25,92 | 1 300 | 48,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31 911 | 19,58 | 4 800 | 41,52 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14 656 | 2 204 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 1 333 | 200 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 11 543 | 13,30 | 1 736 | 34,16 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 375 | 12,46 | 508 | 33,07 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 116 | 206,59 | 168 | 263,04 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57 042 | 135,41 | 8 579 | 178,63 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 141 | 21 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 1 378 | 207 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30 716 | 1,46 | 4 620 | 20,07 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 854 | 2,15 | 279 | 20,87 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 863 | 23,85 | 1 223 | 51,61 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 4 088 | 0,05 | 615 | 18,30 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 687 744 | 0,64 | 103 | 19,77 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 145 | 0,76 | 774 | 19,29 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 123 | 18 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 425 | 214 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 618 | 9,64 | 544 | 29,83 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 21 768 | 24,62 | 2 766 | 13,64 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 8 136 | 7,58 | 1 224 | 27,26 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 460 475 | 13,09 | 69 | 35,29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 063 | 21,35 | 160 | 43,24 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 7 009 | 0,14 | 1 055 | 32,70 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 11 | 2 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 61 441 | 1,76 | 9 241 | 20,44 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 360 | 204 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 391 | 3 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 281 | 1,08 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 55 474 | 11,91 | 8 343 | 32,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 925 | 123,36 | 741 | 164,64 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 890 | 0,90 | 1 488 | 19,44 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1 785 | 0,06 | 269 | 18,58 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 72 768 | 6,46 | 10 944 | 26,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 355 | 204 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61 222 | 10,73 | 9 208 | 31,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7 600 | 375,00 | 1 143 | 463,05 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9 865 | 0,93 | 1 484 | 19,40 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1 939 | 292 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 132 | 20 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8 107 | 327,36 | 1 219 | 405,81 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2 000 | 301 |
