Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell Mid-Cap Value ETF inkluderar Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Midwest Trust Co, Summit Wealth Group Llc / Co, Clarion Wealth Managment Partners, LLC, POACX - Aristotle Portfolio Optimization Conservative Fund Class C, Principle Wealth Partners Llc, Parcion Private Wealth LLC, Northstar Asset Management Llc, Twin Peaks Wealth Advisors, LLC, 21 West Wealth Management LLC, Gateway Wealth Partners, LLC, Fiduciary Wealth Partners, LLC, United Advisor Group, LLC, Vista Capital Partners, Inc., FSA Advisors, Inc., Next Capital Management LLC, Fiduciary Trust Co, och Monograph Wealth 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Berkeley, Inc | 4 208 | 0,02 | 556 | 5,10 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14 562 | 37,64 | 1 924 | 43,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 134 266 | 0,89 | 17 742 | 5,83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 607 | 166,56 | 344 | 179,67 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 172 | 0,34 | 155 | 4,76 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 29 590 | 203,55 | 3 910 | 218,66 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 256 | 1 180,00 | 34 | 1 550,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 052 | 6,43 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 710 | 0,56 | 1 019 | 5,49 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 27 975 | 3 697 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 52 084 | 20,80 | 6 882 | 26,72 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 278 | 301 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 493 | 532,05 | 65 | 622,22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 128 123 | 3,39 | 149 477 | 8,81 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2 679 | 0,26 | 354 | 5,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 82 810 | 7,06 | 10 943 | 12,31 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 92 500 | 0,74 | 12 223 | 5,67 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 430 145 | 1,60 | 56 839 | 6,57 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 485 | 44,69 | 857 | 51,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 463 | 0,34 | 193 | 5,46 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 24 511 | 4,66 | 3 239 | 9,76 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 393 013 | 0,34 | 448 338 | 5,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 72 242 | 4,84 | 10 | 12,50 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 775 | 102 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 56 607 | 55,52 | 7 480 | 63,12 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 611 | 5,16 | 81 | 14,29 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 724 | 4,23 | 492 | 9,33 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 14 600 | 26,84 | 1 929 | 33,03 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 108,33 | 27 | 116,67 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 497 | 1,86 | 462 | 6,94 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 73 514 | 120,35 | 9 714 | 131,18 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 62 661 | 26,10 | 8 280 | 32,29 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 905 | 3,68 | 384 | 8,81 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 3 422 | 452 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 37 | 5 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 283 402 | 1,08 | 37 432 | 6,05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 533 | 68 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 169 | 20,87 | 815 | 26,95 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 265 | 0,82 | 663 | −1,78 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 368 | 0,39 | 445 | 5,45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 61 499 | 4,49 | 7 748 | 1,77 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 783 | 1,93 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 5 540 | 15,75 | 732 | 21,59 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 4 220 | 1,15 | 570 | 21,06 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30 356 | 4 011 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 715 | 0,56 | 359 | 5,29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 79 445 | 5,75 | 10 498 | 10,93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 21 | 3 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7 549 | 29,29 | 998 | 35,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231 764 | 38,31 | 30 329 | 43,63 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 933 | 255 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 53 335 | 3,87 | 7 048 | 8,95 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 422 | 0,48 | 56 | 5,77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 676 | 37,42 | 486 | 44,35 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 741 | 0,23 | 230 | 5,50 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 96 789 | 5,50 | 12 790 | 10,67 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 126 510 | 0,44 | 17 | 6,67 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 854 | 0,04 | 390 | 11,14 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 2 591 | 342 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 800 341 | 0,28 | 502 177 | 5,19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9 890 | 68,80 | 1 307 | 76,96 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 961 | 0,03 | 524 | 4,81 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 003 | 0,40 | 133 | 5,60 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 123 672 | 34,11 | 16 342 | 40,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59 905 | 11,18 | 7 916 | 16,62 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 72 955 | 3,44 | 9 643 | 8,53 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1 591 | 0,13 | 210 | 5,00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 20 846 | 0,29 | 2 755 | 5,19 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 11 902 | 15,02 | 1 573 | 20,64 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 13 506 | 9,02 | 1 785 | 14,36 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8 988 | 5,49 | 1 188 | 10,62 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 221 | 161 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 039 | 0,20 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 387 | 2,05 | 1 373 | 7,02 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 211 | 0 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 4 228 | 1,88 | 559 | 6,90 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2 003 | 265 | ||||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9 619 | 1 271 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 698 | 36,75 | 357 | 43,55 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 1 678 | 222 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 566 | 207 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 281 | 301 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 421 | 26,56 | 320 | 32,92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 996 | 396 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 7 735 | 5,58 | 1 022 | 10,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 135 051 | 2,56 | 17 848 | 7,59 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4 950 | 101,38 | 654 | 111,65 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 225 | 5,31 | 558 | 10,50 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5 859 | 16,57 | 774 | 22,27 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 104 | 0,02 | 807 | 4,95 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11 007 | 0,14 | 1 454 | 6,75 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2 733 | 30,20 | 370 | 40,15 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 831 | 0,55 | 242 | 5,24 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 393 | 12,61 | 184 | 18,71 | ||||
| 2025-08-12 | 13F | Bokf, Na | 94 444 | 0,06 | 12 480 | 4,95 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 191 | 25 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 26 361 | 2,86 | 3 527 | 13,01 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 4 | 1 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50 336 | 5,14 | 6 651 | 10,30 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5 570 | 116,73 | 736 | 127,86 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 9 814 | 1 297 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 1 734 | 12,02 | 218 | 9,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12 181 | 13,52 | 1 610 | 19,10 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 896 | 10,43 | 515 | 15,77 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 340 | 107,32 | 45 | 109,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 649 | 0,30 | 614 | 5,32 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 2 505 | 0,04 | 331 | 5,08 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 332 | 2,82 | 313 | 9,09 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 976 963 | 0,49 | 129 096 | 5,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 759 738 | 0,44 | 496 812 | 5,36 | ||||
| 2025-08-11 | 13F | Wittenberg Investment Management, Inc. | 3 478 | 460 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 27 820 | 0,16 | 3 676 | 5,09 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 232 | 65,61 | 824 | 73,63 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 41 | 5 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 849 | 522 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 21 422 | 3,47 | 2 831 | 8,51 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 914 | 253 | ||||||
| 2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio | 36 030 | 4 539 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5 155 | 681 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 24 048 | 17,50 | 3 178 | 23,24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 37 832 | 6,65 | 4 999 | 11,88 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 133 | 6,60 | 414 | 11,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 223 | 30,22 | 558 | 41,27 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 251 | 33 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 | 1 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 664 | 10,26 | 352 | 15,79 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 558 | 0,37 | 470 | 5,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 891 | 167,04 | 778 | 180,87 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 865 | 114 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 15 653 | 22,49 | 2 068 | 28,53 | ||||
| 2025-09-03 | 13F | American Trust | 11 393 | 169,59 | 1 505 | 182,89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32 771 | 13 114,11 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 5 290 | 0,38 | 699 | 5,43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 20 697 | 0,68 | 2 735 | 5,60 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 333 | 0,02 | 573 | 4,95 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 611 | 218 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 515 391 | 0,43 | 68 104 | 5,35 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 2 390 | 5,38 | 316 | 10,53 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 120 | 21,68 | 412 | 27,95 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 260 | 13,92 | 983 | 31,77 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 18 921 | 0,40 | 2 500 | 5,35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 763 | 0,29 | 365 | 5,19 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 6 073 | 0,15 | 819 | 15,35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 665 | 1,34 | 1 | |||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 18 906 | 5,12 | 2 498 | 10,29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 067 | 2,07 | 273 | 7,06 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 27 489 | 0,48 | 3 632 | 5,40 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 27 975 | 3 697 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 7 639 | 11,93 | 1 009 | 17,46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 888 | 81,64 | 382 | 90,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 79 110 | 3,75 | 10 454 | 8,83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 158 581 | 7,09 | 20 955 | 12,34 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 239 | 17,73 | 32 | 24,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 523 | 0,38 | 69 | 4,62 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 287 | 84,34 | 699 | 93,35 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8 133 | 0,64 | 1 075 | 5,60 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6 056 | 19,38 | 800 | 25,20 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 835 726 | 2,35 | 110 433 | 7,36 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 1 845 | 244 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 871 | 13,34 | 379 | 18,81 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 20 701 | 13,84 | 2 735 | 19,43 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7 393 | 51,12 | 977 | 58,44 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 4 597 | 35,44 | 615 | 44,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40 526 | 6,42 | 5 358 | 12,92 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1 535 | 203 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 877 | 50,20 | 2 271 | 60,49 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16 880 | 17,91 | 2 231 | 23,68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 716 | 0,26 | 1 152 | 5,11 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 180 015 | 69,70 | 23 787 | 78,01 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 810 | 636 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 369 | 0,84 | 842 | 5,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 125 913 | 14,05 | 16 638 | 19,64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 248 581 | 397,16 | 32 847 | 421,55 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 896 | 646,67 | 118 | 686,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 55 485 | 67,76 | 7 | 75,00 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 55 344 | 0,17 | 7 313 | 5,09 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 672 | 0,45 | 89 | 4,76 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 399 | 53 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 206 898 | 24,08 | 27 340 | 30,16 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 658 | 87 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 14 078 | 1,24 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 387 | 11,93 | 844 | 17,41 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 058 | 272 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 717 | 9,63 | 95 | 14,63 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3 852 | 8,14 | 509 | 13,39 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 500 | 0,16 | 595 | 4,95 | ||||
| 2025-07-14 | 13F | Friday Financial | 3 560 | 0,11 | 470 | 3,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 365 411 | 24,72 | 48 285 | 30,83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 19 957 | 1,69 | 2 637 | 6,67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 142 176 | 1 986,22 | 19 436 | 2 165,27 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 8 904 | 9,64 | 1 177 | 14,96 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 11 050 | 6,66 | 1 460 | 11,88 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 21 852 | 1,20 | 2 888 | 6,14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 114 969 | 1,07 | 15 192 | 6,03 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 300 | 40 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 32 155 | 2,13 | 4 249 | 7,11 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 309 | 5,01 | 437 | 10,35 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 760 | 21,10 | 497 | 26,85 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 669 | 0,02 | 749 | 4,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 159 379 | 2,02 | 1 078 181 | 7,02 | ||||
| 2025-05-22 | NP | IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV | 11 428 | 1 440 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 10 123 | 1 338 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 338 | 12,16 | 447 | 25,63 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4 901 | 26,64 | 648 | 32,85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 343 702 | 2,35 | 45 417 | 7,36 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 2 521 | 0,12 | 333 | 5,05 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 1 524 | 201 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 2 184 | 1,02 | 289 | 5,88 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2 214 | 293 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 731 | 2,21 | 1 154 | 7,16 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 683 | 90 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 239 | 1,27 | 32 | 6,90 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 335 | 324,05 | 44 | 388,89 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 314 | 1,75 | 570 | 6,74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 162 | 0,03 | 418 | 4,77 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258 | 34 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 257 168 | 0,90 | 33 982 | 5,84 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 824 | 0,12 | 109 | 4,85 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 49 516 | 2,49 | 6 543 | 7,51 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23 777 | 2,13 | 3 142 | 7,13 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 842 | 198,06 | 243 | 215,58 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 171 776 | 2,61 | 22 698 | 7,63 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2 533 | 42,06 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 881 | 249 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 20 778 | 0,81 | 2 746 | 5,74 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12 926 | 2,36 | 1 708 | 7,36 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 1 560 | 206 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 10 248 | 0,32 | 1 354 | 5,29 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 422 | 0,65 | 452 | 5,61 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 630 104 | 57,83 | 83 262 | 65,56 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 114 285 | 102,94 | 15 102 | 112,87 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 659 | 25,05 | 87 | 31,82 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65 980 | 57,68 | 8 719 | 65,40 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76 564 | 0,26 | 10 117 | 5,17 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1 549 | 205 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 585 | 13,27 | 474 | 18,84 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 3 307 | 22,53 | 437 | 28,53 | ||||
| 2025-07-18 | 13F | Vicus Capital | 1 572 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 164 297 | 0,23 | 153 850 | 5,14 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 980 | 12,83 | 1 187 | 18,36 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 900 | 469,62 | 116 | 510,53 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 22 836 | 541,46 | 3 018 | 573,44 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 2 360 | 27,29 | 312 | 33,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 22 046 | 0,08 | 2 913 | 5,01 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 2 289 | 0,35 | 302 | 5,23 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class | 20 472 | 2 579 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 335 123 | 2,66 | 44 283 | 7,69 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 331 | 308 | ||||||
| 2025-05-12 | 13F | King Luther Capital Management Corp | 668 | −3,75 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 12 672 | 1,13 | 1 674 | 6,08 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 287 718 | 48,75 | 38 019 | 56,04 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 531 | 160,41 | 863 | 173,97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 433 706 | 0,93 | 57 310 | 5,87 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 221 668 | 4,57 | 29 291 | 9,70 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48 412 | 0,07 | 6 397 | 4,97 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 11 535 | 27,91 | 1 524 | 34,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 200 | 84,85 | 1 612 | 93,98 | |||
| 2025-07-08 | 13F | Rise Advisors, LLC | 202 | 4,12 | 27 | 8,33 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 37 639 | 10,20 | 4 974 | 15,60 | ||||
| 2025-08-11 | 13F | Cramer Rosenthal Mcglynn Llc | 5 750 | 760 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 22 | 3 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 111 | 2 261 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 108 971 | 1,36 | 14 400 | 6,33 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 5 080 | 0,08 | 671 | 5,01 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 180 420 | 6,21 | 23 841 | 11,42 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8 972 | 0,91 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 8 803 | 429,34 | 1 163 | 456,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123 104 | 3,10 | 16 267 | 8,14 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma Mid-cap Value Fund Class A | 5 000 | 150,00 | 614 | 129,59 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 066 | 20,14 | 405 | 26,17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 214 | 23,99 | 1 266 | 39,78 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 7 292 | 175,79 | 964 | 189,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27 389 | 195,78 | 3 619 | 210,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 563 | 25,88 | 339 | 32,03 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 49 998 | 2,42 | 6 607 | 7,43 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 2 030 | 268 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 18 171 | 0,13 | 2 401 | 5,08 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 128 | 0,79 | 17 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2 628 | 1,19 | 347 | 6,12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 294 | 91,08 | 1 228 | 100,65 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 50 861 | 0,17 | 6 721 | 5,07 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 37 828 | 1,69 | 4 999 | 6,68 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 232 | 18,58 | 163 | 24,62 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8 859 | 4,69 | 1 171 | 9,86 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 34 605 | 19,50 | 4 573 | 25,36 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 192 | 0,52 | 25 | 4,17 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 774 | 1,18 | 102 | 6,25 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 157 | 96,51 | 1 078 | 106,32 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 140 151 | 7,04 | 18 520 | 12,28 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 4 953 | 654 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 804 657 | 7,44 | 1 421 043 | 12,94 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 272 | 8,80 | 36 | 12,90 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 516 | 0,11 | 597 | 4,93 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 16 170 | 0,06 | 2 137 | 4,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18 663 | 1,73 | 2 466 | 6,71 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 2 910 | 0,03 | 385 | 4,92 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 126 123 | 19,71 | 16 666 | 25,57 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 18 100 | 2 392 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 6 915 | 0,38 | 914 | 5,31 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 3 600 | 2,86 | 453 | 0,22 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 767 | 1,76 | 498 | 6,65 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 1 784 | 225 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 236 | 1,58 | 824 | 6,60 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 800 | 8,60 | 502 | 14,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 17 711 | 1,24 | 2 340 | 6,22 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 18 272 | 1,05 | 2 414 | 6,02 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8 302 | 2,52 | 1 097 | 7,55 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 6 446 | 0,02 | 852 | 4,93 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 8 693 | 22,85 | 1 149 | 28,84 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 151 496 | 0,20 | 20 019 | 5,11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4 713 | 3,04 | 623 | 7,99 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 323 | 571 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1 927 | 0,36 | 255 | 5,39 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 7 157 | 173,90 | 946 | 187,23 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 41 052 | 3,24 | 5 497 | 9,76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 252 | 111,06 | 298 | 121,64 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 220 | 32,29 | 558 | 38,90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 897 | 5,66 | 779 | 10,81 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 193 925 | 49,21 | 25 625 | 56,53 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 760 | 28,37 | 379 | 49,21 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 3 197 | 14,30 | 422 | 19,89 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 3 295 | 0,30 | 435 | 5,33 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 29 080 | 287,63 | 3 843 | 306,56 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 71 318 | 0,28 | 9 424 | 5,19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37 468 | 4,26 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 278 757 | 36 835 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 6 033 | 0,38 | 797 | 5,28 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 743 919 | 4,61 | 98 301 | 9,74 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 535 | 5,95 | 864 | 11,21 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 897 | 5,61 | 515 | 10,78 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 10 396 | 17,31 | 1 374 | 23,03 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 824 | 9,72 | 109 | 11,34 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5 049 | 667 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 3 985 | 0,30 | 527 | 5,20 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 2 839 | 28,23 | 375 | 34,89 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 1 706 | 225 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 99 197 | 6,88 | 13 108 | 12,11 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1 711 | 0,35 | 226 | 5,61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20 646 | 26,38 | 2 728 | 32,56 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15 087 | 67,39 | 1 994 | 75,59 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 840 | 2,28 | 243 | 7,52 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 181 | 3,76 | 288 | 9,09 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 25 341 | 3 349 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 166 625 | 1,68 | 22 018 | 6,66 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4 268 | 0,14 | 564 | 2,55 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 814 | 8,75 | 240 | 13,81 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 30 408 | 54,51 | 3 830 | 50,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 393 | 7,37 | 2 827 | 12,63 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 797 | 0,96 | 237 | 5,80 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 836 341 | 19,05 | 110 514 | 24,88 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 3 101 | 0,39 | 410 | 5,14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 489 | 17,80 | 197 | 23,27 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 518 | 0,16 | 333 | 5,06 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 943 296 | 1,31 | 124 647 | 6,27 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 38 561 | 83,70 | 5 095 | 92,70 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 10 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 5 616 | 129,41 | 742 | 140,91 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 188 | 0,34 | 157 | 4,70 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 9 504 | 7,14 | 1 256 | 12,35 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 49 117 | 33,17 | 6 490 | 39,69 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 114 | 266 |
