Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell 2000 Growth ETF inkluderar State Street Corp, Yarbrough Capital, LLC, Jain Global LLC, Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Midwest Trust Co, AdvisorShares Investments LLC, Summit Wealth Group Llc / Co, Lewis Asset Management, LLC, Clarion Wealth Managment Partners, LLC, Blake Schutter Theil Wealth Advisors, LLC, BluePointe Capital Management, LLC, Sierra Capital LLC, Sentinel Wealth Management, Inc., Stoneridge Investment Partners Llc, Atlantic Union Bankshares Corp, Summa Corp., Friday Financial, och BridgePort Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 733 | 2,98 | 1 353 | 15,16 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 1 452 | 0,14 | 415 | 11,89 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 027 | 0,03 | 865 | 11,90 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 1 038 | 297 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2 527 | 0,08 | 676 | −6,37 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 331 | 2,86 | 380 | 15,15 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 4 298 | 19,03 | 1 229 | 33,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 512 122 | 3,55 | 146 395 | 15,84 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 434 | 1,57 | 982 | 13,67 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 772 | 221 | ||||||
| 2025-08-29 | NP | TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z | 8 000 | 60,00 | 2 287 | 60,99 | ||||
| 2025-05-30 | NP | HHCAX - Highland Long/Short Healthcare Fund Class A | Short | −2 924 | −747 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 779 | 2,82 | 2 224 | 15,00 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent Moderately Conservative Allocation Fund Class A | 443 | 112 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 2 181 | 1 | ||||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 8 534 | 6,46 | 2 439 | 19,09 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4 776 | 1 365 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 218 | 348 | ||||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 743 | 212 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 509 | 4 141,67 | 146 | 4 733,33 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 1 412 | 0,14 | 405 | 12,50 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8 022 | 18,67 | 2 293 | 32,77 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 208 | 0,08 | 345 | 12,01 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1 288 | 368 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 609 | 6,69 | 3 033 | 19,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 129 750 | 4,75 | 36 995 | 17,98 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 786 | 225 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 5 735 | 10,46 | 1 639 | 23,60 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2 144 | 5,25 | 613 | 17,69 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 1 473 | 0,07 | 421 | 11,70 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 667 | 0,06 | 477 | 12,00 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 72 338 | 3,83 | 20 679 | 16,15 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 25 540 | 3,51 | 7 301 | 15,78 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 1 385 | 0,07 | 396 | 11,90 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 30 868 | 203,58 | 8 824 | 239,61 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 1 003 | 100 200,00 | 287 | |||||
| 2025-06-26 | NP | TSCGX - Thrivent Small Cap Growth Fund Class S | 8 846 | 2 243 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 17 | 5 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 844 | 0,12 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 53 527 | 6,87 | 15 301 | 24,24 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 27 910 | 7,73 | 7 978 | 20,53 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 831 | 3,32 | 1 095 | 15,63 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 61 860 | 22,37 | 17 683 | 36,90 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 20 000 | 21,93 | 5 716 | 36,42 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 9 | 3 | ||||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 25 864 | 0,03 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 76 | 40,74 | 22 | 61,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 493 | 8,49 | 1 856 | 21,39 | ||||
| 2025-08-14 | 13F | State Street Corp | 296 866 | 84 862 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 289 | 22,73 | 654 | 37,39 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 1 159 | 13,18 | 331 | 26,82 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 769 | 220 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 181 980 | 0,65 | 53 147 | 15,03 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 51 | 15 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 566 | 0,19 | 448 | 12,03 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 61 782 | 3,70 | 17 661 | 16,01 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 750 | 214 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 520 | 2,29 | 435 | 14,51 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 040 | 24,95 | 869 | 39,94 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 12 074 | 13,25 | 3 514 | 29,00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 103 | 29 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 95 | 27 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 152 | 46,38 | 329 | 63,68 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 731 | 209 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 9 347 | 16,04 | 2 672 | 29,83 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 3 617 | 3,08 | 1 034 | 15,40 | ||||
| 2025-06-26 | NP | AALGX - Thrivent Global Stock Fund Class A | 2 301 | 583 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 763 | 218 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 1 464 | 418 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 099 | 0,55 | 314 | 12,54 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 893 | 100,22 | 255 | 125,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 702 | 0,79 | 7 347 | 12,75 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 217 719 | 62 237 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 236 | 47,50 | 67 | 67,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 600 | 109,09 | 1 315 | 133,81 | |||
| 2025-07-28 | 13F | Davidson Trust Co | 3 312 | 7,01 | 947 | 19,75 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 63 | 0 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 973 | 0,10 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 1 128 | 17,87 | 323 | 31,97 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 46 092 | 1,66 | 13 176 | 13,72 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8 049 | 5,84 | 2 057 | −8,95 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 125 | 36 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 605 | 4,85 | 173 | 17,01 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 122 | 6,09 | 35 | 17,24 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 18 311 | 5 234 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 440 | 2,93 | 983 | 15,24 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 059 | 0,53 | 874 | 12,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | SPEDX - Alger Dynamic Opportunities Fund Class A | Short | −11 584 | −2 937 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 2 225 | 8,54 | ||||||
| 2025-08-25 | NP | QPX - AdvisorShares Q Dynamic Growth ETF | 7 400 | 1 272,91 | 2 115 | 1 526,92 | ||||
| 2025-05-22 | NP | SSETX - BNY Mellon Small Cap Growth Fund Class I | 771 | 18,43 | 197 | 5,91 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3 363 | 32,30 | 961 | 48,07 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 1 056 | 0,86 | 302 | 12,73 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21 128 | 0,55 | 6 040 | 12,48 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 12 127 | 163,57 | 3 467 | 194,98 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 057 | 14,15 | 302 | 27,97 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9 181 | 13,39 | 3 | 0,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 38 376 | 15,57 | 11 | 25,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 66 | 19 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 4 035 | 59,17 | 1 153 | 78,21 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11 160 | 6,41 | 3 190 | 19,07 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | 122,22 | 5 | 150,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 326 | 3,67 | 379 | 16,26 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 3 893 | 1 113 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 37 303 | 4,79 | 10 663 | 17,23 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 386 | 31,00 | 396 | 46,67 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 143 | 327 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 901 004 | 1,44 | 257 561 | 13,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 788 | 1 083 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 577 | 11,32 | 737 | 24,53 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 65 | 19 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 592 | 1,89 | 169 | 14,19 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 812 | 232 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 1 220 | 2,43 | 349 | 14,47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 189 933 | 5,41 | 54 294 | 17,92 | ||||
| 2025-08-12 | 13F | Barings Llc | 1 670 950 | 2,90 | 476 237 | 13,85 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 350 | 100 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 636 | 0,43 | 468 | 12,26 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 1 580 | 31,89 | 452 | 47,39 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 876 | 822 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 1 918 | 0,05 | 548 | 12,07 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 750 | 214 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 10 581 | 2,28 | 3 025 | 14,42 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 8 | 2 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 21 525 | 4,03 | 6 153 | 16,38 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 504 | 0,52 | 1 002 | 12,47 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38 583 | 1,15 | 11 029 | 13,15 | ||||
| 2025-06-26 | NP | THMAX - Thrivent Moderate Allocation Fund Class A | 3 214 | 815 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 131 | 10,22 | 1 181 | 25,13 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 930 | 18,47 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 940 | 47,87 | 1 698 | 65,50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 915 | 6,68 | 1 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 059 | 0,38 | 303 | 12,27 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 866 | 3,20 | 819 | 15,51 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 7 400 | 2 115 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 399 | 74,44 | 400 | 94,63 | ||||
| 2025-06-24 | NP | ESCKX - 1290 Essex Small Cap Growth Fund Class R | 2 841 | 93,13 | 720 | 74,76 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 363 900 | 27 615,16 | 1 | −99,70 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1 486 | 20,71 | 425 | 35,03 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 273 | 49,43 | 1 793 | 67,26 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 656 | 9,99 | 1 045 | 23,09 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 1 168 | 0,09 | 334 | 11,74 | ||||
| 2025-09-03 | 13F | American Trust | 3 362 | 961 | ||||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 90 725 | 0,33 | 26 | 8,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 401 | 4,68 | 1 | |||||
| 2025-06-26 | NP | TAAAX - Thrivent Aggressive Allocation Fund Class A | 4 328 | 1 097 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 986 | 0,10 | 282 | 11,95 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 086 | 16,52 | 310 | 30,25 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 3 770 | 38,35 | 1 078 | 54,74 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 1 225 | 8,89 | 350 | 21,95 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 8 378 | 69,29 | 2 395 | 89,40 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 182 224 | 8,69 | 52 093 | 21,58 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 154 | 0,05 | 616 | 11,82 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 437 | 0,04 | 697 | 11,90 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 414 | 17,53 | 690 | 31,68 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 318 | 0,39 | 2 378 | 12,28 | ||||
| 2025-04-28 | NP | NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class | 81 456 | 840,60 | 22 547 | 725,60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 400 | 118,18 | 686 | 144,13 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 25 000 | 197,62 | 7 146 | 232,99 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 875 | 158,33 | 1 108 | 189,03 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2 566 | 0,12 | 1 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 41 350 | 219,18 | 11 820 | 257,10 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 269 | 0,89 | 649 | 12,89 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 101 692 | 0,40 | 29 070 | 12,31 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 603 | 1,29 | 1 030 | 13,33 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 13 114 | 5,96 | 3 827 | 21,03 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 764 | 3,46 | 1 648 | 15,74 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 736 | 210 | ||||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 325 | 0,31 | 93 | 12,20 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 1 754 | 5,79 | 501 | 18,44 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 408 | 12,59 | 968 | 24,13 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 064 | 637,37 | 2 019 | 727,46 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12 402 | 36,99 | 4 | 50,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 76 662 | 26,54 | 21 915 | 41,55 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 871 | 249 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 823 | 8,71 | 2 808 | 21,62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 362 | 25,88 | 389 | 40,94 | ||||
| 2025-07-14 | 13F | Friday Financial | 1 094 | 313 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 955 | 3,25 | 845 | 15,46 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 737 | 0,14 | 211 | 11,70 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 133 | 0,09 | 324 | 11,76 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 14 779 | 0,07 | 4 220 | 11,82 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 762 | 218 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 113 | 32 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 38 853 | 3,10 | 11 107 | 15,34 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 230 | 0,90 | 2 924 | 12,90 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 186 641 | 57,74 | 53 353 | 76,46 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 944 | 270 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 32 | 9 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 028 | 11,55 | 580 | 24,78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 416 | 61,95 | 2 692 | 81,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 726 | 208 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 676 | 0,72 | 479 | 12,71 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 524 | 150 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 82 420 | 1,80 | 23 561 | 13,89 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 1 027 | 294 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 26 341 | 2,09 | 7 530 | 14,20 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3 073 | 0,07 | 879 | 11,99 | ||||
| 2025-06-26 | NP | IHSAX - THE HARTFORD SMALL COMPANY FUND Class A | 108 822 | 246,07 | 27 592 | 212,89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 54 104 | 10,40 | 15 466 | 23,50 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 1 | 0 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 36 439 | 3,98 | 10 416 | 16,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 26 455 | 1,26 | 7 563 | 29,13 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 | 0 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 14 550 | 0,84 | 4 159 | 12,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 800 | 85,61 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 054 | 0,09 | 301 | 11,07 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 112 321 | 0,01 | 32 108 | 11,88 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 99 | 153,85 | 28 | 211,11 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 782 | 224 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 11 970 | 6,18 | 3 422 | 31,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 114 836 | 2,69 | 32 827 | 14,88 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 1 489 | 0,07 | 426 | 11,84 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 772 | 221 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 263 | 67,52 | 75 | 87,50 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 886 | 0,78 | 1 111 | 12,69 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 821 | 0,12 | 235 | 11,96 | ||||
| 2025-08-11 | 13F | Stoneridge Investment Partners Llc | 1 809 | 1 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 20 968 | 3,86 | 5 994 | 16,19 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | 10,74 | 34 | 9,68 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 265 | 5,52 | 4 935 | 18,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 64 703 | 12,82 | 18 481 | 25,95 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2 342 | 0,09 | 670 | 12,06 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 873 | 250 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 144 | 41 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 55 291 | 68,12 | 15 805 | 88,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 933 648 | 2,20 | 1 124 473 | 14,33 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 47 387 | 3,82 | 13 546 | 16,14 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 870 | 154,08 | 533 | 181,48 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Ivy Small Cap Growth Fund | 12 706 | 15,21 | 3 632 | 28,89 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 471 | 0,68 | 441 | 18,28 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 3 731 | 3,15 | 1 067 | 15,37 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 9 | 3 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 18 863 | 2,17 | 5 392 | 14,31 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 000 | 286 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 155 | 8,39 | 45 | 22,22 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 430 | 123 | ||||||
| 2025-08-14 | 13F | Jain Global LLC | 44 453 | 12 707 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 364 | 4,09 | 13 254 | 16,45 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 156 | 0,65 | 44 | 12,82 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 397 | 0,05 | 1 257 | 11,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 525 482 | 0,90 | 150 214 | 12,87 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 8 456 | 0,19 | 2 417 | 12,11 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 829 | 237 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 218 | 0,16 | 348 | 12,26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 222 | 42,31 | 63 | 61,54 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 759 | 217 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10 242 | 0,67 | 2 928 | 12,62 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 798 | 3,32 | 800 | 15,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 801 | 22,66 | 229 | 37,35 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 38 951 | 2,57 | 11 135 | 14,75 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 8 701 | 3,57 | 2 487 | 15,89 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 417 | 1 834 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 19 562 | 8,43 | 5 592 | 21,28 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 56 | 16 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 73 | 121,21 | 21 | 150,00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2 223 | 1 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 1 038 | 0,10 | 297 | 11,70 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 179 698 | 52,96 | 51 368 | 71,11 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 11 | 3 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 18 773 | 12,18 | 5 366 | 25,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 514 | 0,98 | 2 434 | 12,95 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 6 801 | 0,76 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 003 | 287 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 586 | 12,05 | 7 023 | 25,25 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 38 487 | 0,64 | 11 001 | 12,59 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 32 807 | 16,52 | 9 378 | 30,36 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 1 000 | 286 | ||||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 900 | 12,50 | 257 | 25,98 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 939 | 3,75 | 558 | 16,98 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10 343 | 0,29 | 2 957 | 12,18 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 775 | 222 | ||||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 7 088 | 17,70 | 2 026 | 31,73 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 2 315 | 662 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 3 763 | 75,19 | 1 076 | 96,17 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 29 050 | 1,25 | 8 304 | 13,27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 324 | 20,45 | 93 | 35,29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 44 176 | 10,39 | 12 628 | 23,50 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 1 244 | 9,70 | 366 | 27,62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 703 | 10,71 | 201 | 24,07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 620 | 8,22 | 749 | 21,20 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 96 015 | 27 447 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 718 | 205 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 1 621 | 0,31 | 463 | 12,38 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 2 260 | 577 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 91 400 | 1 657,69 | 26 128 | 1 867,39 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 5 168 | 8,37 | 1 477 | 21,26 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 562 | 6,33 | 447 | 18,93 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 33 835 | 25,79 | 9 672 | 40,72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93 449 | 21,79 | 26 636 | 34,79 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 000 | 1 143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 510 | 432 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 514 | 0,19 | 147 | 11,45 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 63 | 8,62 | 18 | 28,57 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 38 | 533,33 | 11 | 1 000,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 540 | 1,21 | 2 727 | 13,25 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 126 | 6,78 | 36 | 16,67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 740 | 1,04 | 1 641 | 13,03 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 935 | 267 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22 629 | 6 469 | ||||||
| 2025-08-11 | 13F | Rice Hall James & Associates, Llc | 3 177 | 1,28 | 908 | 13,36 | ||||
| 2025-08-13 | 13F | Bridge City Capital, LLC | 754 | 216 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 7 563 | 11,09 | 2 162 | 24,27 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 962 | 1,29 | 561 | 13,13 | ||||
| 2025-07-25 | 13F | Summa Corp. | 1 243 | 355 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6 585 | 1 882 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 2 494 | 0,08 | 713 | 12,11 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 339 | 84,24 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 689 | 0,01 | 3 341 | 11,89 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A | 6 233 | 1 580 | ||||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 5 540 | 8,25 | 1 602 | 19,21 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19 342 | 21,63 | 5 529 | 36,06 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 608 | 0,08 | 746 | 12,03 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 3 992 | 15,95 | 1 141 | 29,81 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 1 230 | 1,49 | 352 | 13,59 | ||||
| 2025-06-26 | NP | FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 576 635 | 12,51 | 146 206 | −3,92 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8 | 2 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 286 203 | 4,94 | 81 814 | 17,39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 651 188 | 1,21 | 757 869 | 13,23 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 358 | 3,90 | 388 | 16,52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 755 | 223 | ||||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 3 260 | 44,25 | 932 | 61,35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 423 | 24,16 | 979 | 38,92 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 214 442 | 2,72 | 61 301 | 14,91 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 11 528 | 1,72 | 3 295 | 13,82 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 893 | 100,22 | 255 | 125,66 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 700 | 3 345 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 756 | 216 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 18 311 | 5 234 | ||||||
| 2025-08-08 | 13F | TimesSquare Capital Management, LLC | 85 000 | 24 298 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 812 | 232 | ||||||
| 2025-08-08 | 13F | Croban | 1 464 | 3,24 | 418 | 15,47 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 1 004 | 0,10 | 287 | 11,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44 079 | 25,35 | 12 600 | 40,23 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2 485 | 0,12 | 710 | 11,99 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 920 | 263 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 852 | 77,73 | 1 387 | 99,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 832 | 1 670,21 | 238 | 1 875,00 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 9 815 | 3,32 | 2 817 | 17,52 | ||||
| 2025-08-07 | 13F | Commerce Bank | 239 083 | 3,02 | 68 344 | 15,25 |
