Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core S&P U.S. Value ETF inkluderar Atlantic Union Bankshares Corp, Waldron Private Wealth LLC, Tobias Financial Advisors, Inc., Valpey Financial Services, LLC, Cubist Systematic Strategies, LLC, Glenmede Investment Management, LP, Traub Capital Management LLC, Kingstone Capital Partners Texas, LLC, Cascade Financial Partners, LLC, Jamison Private Wealth Management, Inc., Richmond Investment Services, LLC, Boreal Capital Management LLC, Simplicity Wealth,LLC, Greenleaf Trust, Ritholtz Wealth Management, TT Capital Management LLC, Heritage Wealth Management, Inc./Texas, Savvy Advisors, Inc., Summit Wealth Group Llc / Co, och Falcon Wealth Planning .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Vanguard Group Inc | 3 449 | 21,53 | 326 | 24,90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 863 | 32,91 | 460 | 36,50 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19 372 | 551,60 | 1 833 | 568,98 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8 480 | 0,41 | 802 | 2,95 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3 226 | 305 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 97 942 | 8,00 | 9 268 | 10,74 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 7 433 | 1,41 | 703 | 3,99 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 133 465 | 0,99 | 12 630 | 3,55 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 532 | 96,23 | 808 | 101,25 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 111 497 | 17,71 | 10 551 | 20,70 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 152 664 | 5,35 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 40 954 | 167,78 | 3 875 | 174,63 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 15 448 | 0,54 | 1 462 | 3,03 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 442 | 41 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 968 | 359 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 478 | 3 688,30 | 613 | 3 980,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4 070 | 28,39 | 385 | 31,85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 483 865 | 0,52 | 424 308 | 3,07 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 95 643 | 0,19 | 9 051 | 2,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 292 029 | 3,16 | 28 | 3,85 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 374 243 | 5,92 | 35 415 | 8,61 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2 801 | 5,50 | 265 | 8,16 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 37 626 | 6,71 | 3 561 | 9,40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68 898 | 16,55 | 6 520 | 19,51 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40 887 | 80,92 | 3 869 | 85,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 419 326 | 1,26 | 39 679 | 3,84 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 6 | 1 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 975 | 376 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 286 787 | 3,49 | 27 | 8,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 103 | 10 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1 226 | 13,00 | 116 | 2,65 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 36 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 371 | 0,13 | 0 | |||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5 683 | 12,29 | 538 | 14,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124 246 | 0,99 | 11 757 | 3,55 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 290 | 0,44 | 217 | 2,86 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 228 592 | 34,39 | 21 632 | 37,79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 856 346 | 1,57 | 459 556 | 4,15 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10 406 | 11,95 | 985 | 14,82 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 69 620 | 1,84 | 6 740 | 14,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 505 339 | 6,32 | 142 450 | 9,01 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 8 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 384 | 1,49 | 226 | 4,17 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4 891 | 0,47 | 470 | 18,43 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22 060 | 18,93 | 2 088 | 21,98 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 33 486 | 63,70 | 3 090 | 63,15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 246 | 34,82 | 875 | 38,29 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 42 864 | 15,86 | 4 056 | 18,80 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 133 509 | 0,43 | 12 634 | 2,97 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 263 908 | 24 974 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9 748 | 6,05 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 264 | 25 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 2 682 | 19,20 | 253 | 21,74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13 208 | 0,05 | 1 250 | 2,55 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 174 | 46,21 | 1 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 282 | 0 | ||||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 39 678 | 18,60 | 3 755 | 21,61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 013 017 | 4,21 | 95 862 | 6,85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19 832 | 153,96 | 1 877 | 160,56 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 40 038 | 0,56 | 3 826 | 4,14 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 4 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 523 | 26,02 | 49 | 28,95 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5 142 | 487 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 460 242 | 0,67 | 44 340 | 5,09 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 22 811 | 4,40 | 2 159 | 7,04 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 117 | 11 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2 251 | 213 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 652 | 0,15 | 62 | 1,67 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 3 458 | 146,47 | 327 | 153,49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36 973 | 2,73 | 3 499 | 6,32 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 75 774 | 1,47 | 7 170 | 4,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 252 441 | 14,20 | 497 039 | 17,09 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23 745 | 2 247 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 104 510 | 3,24 | 9 890 | 5,86 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 281 281 | 2,08 | 26 618 | 4,66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 54 991 | 0,00 | 5 204 | 2,54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 75 182 | 100,97 | 7 114 | 106,08 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 437 | 1 595 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 955 | 0,53 | 91 | 4,60 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | 34,46 | 19 | 38,46 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 170 877 | 29,54 | 16 170 | 32,82 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 206 758 | 2,20 | 19 566 | 4,79 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 47 821 | 18,54 | 4 525 | 21,54 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 923 | 0,70 | 844 | 3,30 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 008 | 5,53 | 379 | 8,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 358 | 0,30 | 679 | 5,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 317 | −51,02 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 814 | 0,50 | 266 | 3,10 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 412 | 30,07 | 418 | 33,23 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 257 007 | 7,82 | 24 321 | 10,56 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7 546 | 0,32 | 714 | 2,88 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 410 332 | 0,64 | 38 830 | 3,19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 221 | 339,99 | 1 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 189 334 | 5,23 | 1 437 367 | 7,90 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 723 | 14,23 | 542 | 17,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 164 | 583 | ||||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 57 866 | 0,99 | 5 476 | 3,54 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 195 674 | 863,10 | 18 517 | 887,52 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 301 | 4,74 | 1 826 | 7,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 55 924 | 10,37 | 5 292 | 13,17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 670 | 21,23 | 726 | 24,36 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 244 102 | 3,63 | 23 099 | 6,26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 576 178 | 1,39 | 338 414 | 3,96 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 243 | 23 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 082 | 39,35 | 670 | 43,16 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 291 869 | 2,07 | 27 620 | 4,66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 942 | 0 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26 689 | 2,95 | 2 526 | 5,56 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 7 365 | 11,25 | 697 | 14,10 | ||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 4 108 | 14,68 | 389 | 17,58 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 287 645 | 2,38 | 27 220 | 4,98 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 16 500 | 60,19 | 1 561 | 64,32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 250 | 0,90 | 1 254 | 3,47 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 558 | 53 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 5 943 | 562 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 185 593 | 54,62 | 17 867 | 61,29 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17 916 | 1 695 | ||||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 628 | 0,08 | 249 | 2,48 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 113 419 | 1,88 | 10 733 | 4,47 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15 440 | 23,51 | 1 461 | 26,71 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10 083 | 4,94 | 954 | 7,67 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 258 636 | 1,13 | 24 475 | 3,69 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8 579 | 5,57 | 825 | 10,01 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 258 | 24 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 76 314 | 3,17 | 7 222 | 5,79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 437 | 1,05 | 2 314 | 3,67 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 160 792 | 0,17 | 15 | 7,14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 804 | 3,05 | 268 | 15,02 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 650 | 9 364,29 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 44 585 | 3,15 | 4 219 | 5,77 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 73 408 | 1,98 | 6 947 | 4,56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127 763 | 2,78 | 12 090 | 5,39 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 21 921 | 0,41 | 2 074 | 2,98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 477 610 | 0,48 | 45 196 | 3,03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 607 | 2,63 | 4 789 | 5,23 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 119 | 0,06 | 0 | |||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 91 437 | 0,17 | 8 653 | 2,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 365 071 | 4,20 | 34 547 | 6,84 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 651 | 8,69 | 346 | 11,65 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100 276 | 5,07 | 11 051 | 31,70 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 507 | 18,20 | 332 | 21,25 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6 670 | 0,47 | 631 | 3,10 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 16 343 | 49,46 | 1 547 | 53,22 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 63 390 | 2,67 | 5 999 | 5,27 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 120 | 33,33 | 11 | 37,50 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3 729 | 42,38 | 353 | 46,06 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 36 587 | 2,73 | 3 462 | 5,36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 732 | 0,15 | 259 | 2,79 | ||||
| 2025-09-03 | 13F | American Trust | 3 598 | 341 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 179 | 219,64 | 17 | 220,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6 233 | 590 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 88 656 | 4,99 | 8 390 | 7,65 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 29 150 | 513,68 | 3 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 403 | 571,67 | 37 | 640,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5 240 | 0,40 | 496 | 2,91 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 036 | 57,92 | 477 | 61,90 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 164 | 208 | ||||||
| 2025-04-15 | 13F | Collier Financial | 1 052 | 22,33 | 97 | 22,78 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 036 844 | 9,73 | 287 377 | 12,51 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3 888 | 372 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 19 720 | 0,20 | 1 866 | 2,75 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 12 466 | 0,47 | 1 180 | 2,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 478 921 | 2,59 | 45 320 | 5,19 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 317 175 | 1,92 | 30 014 | 4,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 375 617 | 5,81 | 130 175 | 8,50 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 310 093 | 15,78 | 29 344 | 18,72 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2 364 | 224 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 32 038 | 3 032 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 68 988 | 9,01 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 160 119 | 0,21 | 15 152 | 2,75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 23 106 | 1,42 | 2 187 | 4,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 072 304 | 2,09 | 196 102 | 4,68 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 727 | 0,47 | 165 | 8,55 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 144 594 | 20,74 | 13 683 | 23,80 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 25 242 | 1,30 | 2 389 | 3,87 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 197 166 | 7,62 | 18 658 | 10,35 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 160 617 | 8,17 | 15 199 | 10,91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 797 | 0,74 | 359 | 3,46 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 70 | 7 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 12 215 | 0,11 | 1 156 | 2,58 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 196 | 0,13 | 492 | 2,72 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10 866 | 53,17 | 1 028 | 57,19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 353 716 | 33 472 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 275 | 26 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 50 069 | 1,39 | 4 636 | 1,71 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 28 967 | 1,18 | 2 741 | 3,75 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 290 | 33,23 | 3 150 | 36,60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 261 168 | 24,46 | 119 344 | 27,61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10 372 | 1,17 | 982 | 3,70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 29 341 | 10,41 | 2 777 | 13,21 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 062 | 615,42 | 290 | 641,03 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 10 145 | 0,28 | 960 | 2,89 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 251 187 | 17,43 | 23 770 | 20,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 733 140 | 117,52 | 69 377 | 122,31 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 87 889 | 152,21 | 8 317 | 158,58 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 117 457 | 2,10 | 11 115 | 4,68 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20 314 | 0,46 | 1 922 | 3,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 260 | 0,15 | 308 | 3,70 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 2 575 | 0,04 | 244 | 2,53 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26 924 | 1,61 | 2 548 | 4,17 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 494 | 236 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 130 | 2,63 | 959 | 5,27 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 46 893 | 17,82 | 4 437 | 20,80 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2 489 | 3,62 | 235 | 6,33 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 4 357 | 14,27 | 412 | 17,38 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 96 566 | 2,31 | 9 138 | 4,91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 196 419 | 1,28 | 18 587 | 3,85 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 148 062 | 3,43 | 14 011 | 6,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 158 | 112 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 23 663 | 2,95 | 2 239 | 5,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 823 | 78 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 349 653 | 2,48 | 33 088 | 5,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 74 402 651 | 3,04 | 7 040 723 | 5,65 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 25 592 | 0,05 | 2 422 | 2,58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6 013 | 12,06 | 569 | 14,95 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2 423 | 3,46 | 229 | 6,02 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9 197 | 5,69 | 870 | 8,34 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 52 937 | 27,72 | 5 009 | 30,95 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 650 | 6,38 | 62 | 8,93 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 30 174 | 2 855 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 5 720 | 3,16 | 541 | 5,87 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 25 892 | 1,95 | 2 450 | 4,57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 798 | 0,61 | 359 | 3,16 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 17 431 | 1,25 | 1 649 | 3,84 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 625 593 | 2,70 | 59 200 | 5,30 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3 793 | 28,06 | 359 | 31,14 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 493 | 236 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 37 857 | 4,46 | 3 582 | 7,12 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 338 | 8,91 | 316 | 11,70 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 30 878 | 46,55 | 2 922 | 50,26 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 014 | 5,09 | 285 | 7,95 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 283 028 | 4,73 | 26 783 | 7,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 116 496 | 4,05 | 11 024 | 6,70 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4 241 | 0,09 | 401 | 2,04 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 494 | 236 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 428 | 520,29 | 41 | 566,67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64 972 | 11,37 | 6 204 | 15,75 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 356 621 | 6,69 | 33 747 | 9,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 107 401 | 0,14 | 10 163 | 2,68 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5 512 | 0,09 | 522 | 2,56 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 003 | 379 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 613 488 | 3,26 | 58 054 | 5,88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 91 | 1 037,50 | 9 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 004 | 21,52 | 284 | 24,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 31 000 | 2 934 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 804 | 78,86 | 644 | 83,19 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 770 | 10,93 | 451 | 13,89 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2 207 | 209 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 131 | 202 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126 230 | 1,80 | 11 945 | 4,39 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 35 658 | 190,23 | 3 374 | 2,55 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32 948 | 2,10 | 3 118 | 4,67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 803 | 0,25 | 76 | 4,11 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 29 603 | 1,79 | 2 801 | 4,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 945 | 11,33 | 5 673 | 13,78 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2 669 | 20,33 | 253 | 23,53 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 818 997 | 2,29 | 77 502 | 4,88 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 6 388 | 1,19 | 604 | 3,78 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 75 825 | 22,64 | 7 175 | 25,77 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7 828 | 0,01 | 741 | 2,49 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 68 178 | 15,62 | 6 452 | 18,56 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 153 447 | 6,31 | 14 521 | 9,01 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 47 356 | 0,45 | 4 481 | 3,01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 56 477 | 5,00 | 5 490 | 15,78 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2 216 | 0,27 | 210 | 2,96 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 53 094 | 1,37 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 120 189 | 0,61 | 11 373 | 3,16 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 474 | 0,17 | 329 | 2,50 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 117 290 | 17,89 | 11 099 | 20,88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 160 169 | 5,64 | 15 157 | 8,31 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 637 | 533 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 698 055 | 17,94 | 536 821 | 21,54 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 215 069 | 2,55 | 20 352 | 5,16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 566 693 | 0,44 | 53 626 | 2,99 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 499 | 0,40 | 47 | 4,44 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3 005 | 2,88 | 284 | 2,16 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 136 | 108 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 151 | 14 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 28 525 | 27,91 | 2 699 | 31,15 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 5 915 | 0,46 | 1 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 149 | 14 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 16 464 | 2 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 20 918 | 1 979 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 13 547 | 1,91 | 1 282 | 4,49 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 545 632 | 5,77 | 51 633 | 8,46 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17 302 | 72,21 | 1 637 | 76,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23 242 | 2,91 | 2 199 | 5,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 719 348 | 14,40 | 68 | 17,24 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3 380 | 2,95 | 0 | |||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3 855 | 0,47 | 365 | 2,82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 119 799 | 197,22 | 11 337 | 204,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 932 | 19,88 | 467 | 22,96 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 228 | 211 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 008 | 350,55 | 1 529 | 367,28 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 125 563 | 63,91 | 11 882 | 68,09 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 50 220 | 0,09 | 4 752 | 2,77 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 295 | 123 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 34 198 | 3 236 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 903 | 1,99 | 369 | 4,53 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 101 | 41,78 | 861 | 45,44 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 603 | 49,95 | 152 | 54,08 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 213 | 2,20 | 683 | 4,76 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 11 040 | 24,17 | 1 045 | 27,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 926 | 466 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 485 | 249,51 | 235 | 261,54 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 36 332 | 20,93 | 3 438 | 24,03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3 037 | 16,40 | 287 | 19,58 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3 465 | 0,12 | 328 | 2,51 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 864 000 | 68,16 | 81 778 | 70,52 | ||||
| 2025-05-28 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 3 857 | 132,49 | 356 | 132,03 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2 105 | 199 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 206 385 | 39,10 | 19 530 | 42,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 081 | 0,23 | 2 279 | 2,75 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 26 728 | 0,74 | 2 529 | 2,97 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 161 976 | 0,47 | 15 328 | 3,02 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 513 | 0,48 | 238 | 3,04 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 132 | 450,00 | 12 | 500,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 74 127 | 10,85 | 7 015 | 13,66 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 77 295 | 0,12 | 7 313 | 2,64 |
