Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell Top 200 Growth ETF inkluderar Boulay Financial Advisors, LLC, Perfromance Wealth Partners, LLC, Foronjy Financial Llc, CGC Financial Services, LLC, Fundamentun, Llc, TABR Capital Management, LLC, Systelligence, LLC, CAPROCK Group, Inc., Principal Financial Group Inc, Bouvel Investment Partners, LLC, Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Golden State Wealth Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Midwest Trust Co, Miramar Fiduciary Corp, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Brueske Advisory Services, LLC, och Gibbs Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 494 | 38,33 | 368 | 62,11 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 18 575 | 14,34 | 4 579 | 33,65 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 161 482 | 11,03 | 39 807 | 29,75 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 217 | 300 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 454 | 12,92 | 1 344 | 32,02 | ||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 912 | 225 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 032 | 1 734 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 327 | 128,14 | 1 313 | 166,87 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 24 448 | 6 027 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 408 | 101 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 197 634 | 0,88 | 49 | 17,07 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 586 277 | 209 535 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 113 247 | 97,52 | 27 917 | 130,83 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 737 | 9,96 | 1 907 | 28,50 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 332 | 82 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 21 072 | 5,44 | 5 194 | 23,23 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 10 756 | 18,02 | 2 652 | 37,93 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 599 | 28,92 | 1 380 | 50,66 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 934 | 230 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 373 | 31,79 | 1 325 | 53,95 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 31 185 | 4,98 | 7 687 | 22,68 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 235 | 72,97 | 304 | 102,67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 013 | 0,10 | 250 | 16,90 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 102 300 | 1,20 | 1 504 278 | 18,26 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 419 | 0,07 | 350 | 16,72 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 391 | 0,26 | 96 | 17,07 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 22 189 | 109,94 | 5 470 | 145,36 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 852 | 457 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2 747 | 0,18 | 677 | 17,13 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 937 | 27,01 | 1 266 | 54,58 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2 859 | 1,20 | 705 | 18,32 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 120 120 | 142,17 | 29 611 | 183,02 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 23 446 | 5 780 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 63 144 | 3,20 | 15 566 | 20,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 417 | 2 094,74 | 103 | 2 450,00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 878 | 216 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 20 616 | 9,68 | 5 082 | 28,17 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 528 | 0,19 | 130 | 17,12 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 58 760 | 8,31 | 14 | 27,27 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 38 000 | 3,88 | 9 367 | 21,40 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3 799 | 215,27 | 936 | 282,04 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 45 020 | 1,28 | 11 098 | 18,36 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 74 342 | 7,94 | 18 326 | 26,14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 12 436 | 3 066 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 32 797 | 13,14 | 6 918 | 1,26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 635 | 2 375 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 376 169 | 12,53 | 92 813 | 31,51 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 58 361 | 7,88 | 14 387 | 26,07 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 12 824 | 91,63 | 1 650 | 16,87 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 1 440 | 0,14 | 355 | 16,83 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5 112 | 1 260 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 26 476 | 14,81 | 6 526 | 34,17 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 780 | 0,07 | 686 | 17,09 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 33 767 | 8 324 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 8 938 | 2 203 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3 715 | 102,67 | 925 | 147,06 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 860 | 212 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 970 | 4,19 | 239 | 21,94 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 904 | 223 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 851 | 3 907 | ||||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 11 821 | 1,72 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 406 | 38,08 | 1 333 | 61,45 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 28 016 | 5,84 | 6 906 | 23,70 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2 710 | 0,07 | 668 | 16,99 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 128 | 1 757 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 118 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90 433 | 13,90 | 22 293 | 33,10 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 8 053 | 1 985 | ||||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 1 530 | 0,07 | 377 | 17,08 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 094 | 1 491 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 31 854 | 17,97 | 7 852 | 37,88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 46 984 | 8,12 | 11 582 | 26,36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 691 | 10,38 | 170 | 28,79 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 83 325 | 4,15 | 20 536 | 21,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 220 | 301 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 113 | 274 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 880 | 217 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 402 | 346 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 121 | 15,47 | 1 509 | 34,88 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 420 | 15,07 | 350 | 34,62 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 3 432 | 37,28 | 846 | 60,34 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 10 936 | 2 696 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 23 660 | 15,62 | 6 | 25,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 3 376 | 8,10 | 712 | −3,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 674 | 0,02 | 1 152 | 16,95 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 15 255 | 11,93 | 3 760 | 30,78 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 1 452 | 24,74 | 306 | 10,47 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 111 677 | 12,62 | 27 546 | 31,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 83 443 | 26,21 | 20 570 | 47,50 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 7 623 | 224,25 | 1 879 | 279,60 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 974 | 15,12 | 980 | 34,48 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 26 025 | 6 416 | ||||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 37 250 | 2,68 | 9 182 | 19,99 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 19 666 | 24,69 | 4 848 | 45,73 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 841 | 3,02 | 454 | 20,48 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1 131 | 279 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 617 | 66,70 | 399 | 95,10 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 103 763 | 1,83 | 25 579 | 19,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2 710 | 668 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 848 | 209 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2 907 | 23,28 | 717 | 44,06 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 49 751 | 2,81 | 12 264 | 20,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 701 | 3,96 | 1 159 | 22,15 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 773 | 0,06 | 437 | 17,16 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 19 906 | 1,34 | 4 907 | 18,44 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 33 965 | 8 373 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 047 | 0,03 | 751 | 16,98 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 26 562 | 13,70 | 6 548 | 32,88 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 41 292 | 1 458,78 | 10 179 | 1 724,01 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 983 | 242 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 742 | 9,50 | 2 402 | 28,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 009 | 97,16 | 2 961 | 130,53 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 42 089 | 2,26 | 10 375 | 19,51 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18 448 | 18,90 | 4 548 | 38,97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 371 | 5,38 | 5 | 25,00 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4 071 | 11,66 | 1 004 | 30,43 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 529 | 31,58 | 377 | 53,47 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3 000 | 734 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 2 507 | 19,96 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 267 | 5,98 | 2 284 | 23,86 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 36 601 | 5,78 | 9 | 28,57 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 2 529 | 0,72 | 628 | 33,62 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 79 080 | 15,37 | 19 494 | 34,82 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 122 | 277 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 203 | 68,61 | 2 022 | 97,08 | ||||
| 2025-07-21 | 13F | Whelan Financial | 10 140 | 38,68 | 2 500 | 62,06 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27 338 | 54,37 | 6 740 | 80,38 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 502 | 20,66 | 1 | |||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 56 940 | 2,85 | 14 036 | 20,20 | ||||
| 2025-09-03 | 13F | American Trust | 2 418 | 596 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 447 463 | 7,61 | 110 304 | 26,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 199 | 0,10 | 1 838 | 21,16 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 140 | 654,74 | 3 239 | 782,56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 206 | 0,36 | 1 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 234 572 | 7,96 | 57 824 | 26,17 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 11 | 3 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 1 268 | 313 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 8 378 | 0,02 | 2 065 | 16,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 491 459 | 6,98 | 121 150 | 25,02 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 190 | 293 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 162 540 | 4,98 | 40 068 | 22,68 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25 488 | 0,10 | 6 283 | 17,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 037 | 0,80 | 749 | 17,80 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 63 | 16 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 786 | 177,21 | 1 673 | 224,03 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 615 | 73,75 | 645 | 103,15 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 638 | 0,12 | 404 | 16,81 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 926 | 228 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 633 | 3,70 | 649 | 21,31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 679 015 | 87,99 | 167 384 | 119,69 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 14 221 | 73,07 | 3 506 | 102,25 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 4 583 | 1 130 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 24 887 | 6 135 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 505 791 | 5,24 | 125 | 22,77 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 324 | 326 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 142 694 | 4,43 | 35 176 | 22,04 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 031 | 3,84 | 2 226 | 21,37 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 46 | 11 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 271 149 | 20,17 | 66 841 | 40,44 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 35 537 | 3,72 | 8 760 | 21,21 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 1 138 | 281 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29 427 | 4,58 | 7 254 | 22,21 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 877 | 18,83 | 216 | 39,35 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 143 | 35 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9 866 | 20,41 | 2 432 | 40,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 136 269 | 12,43 | 33 592 | 17,80 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9 896 | 32,35 | 2 439 | 54,66 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 1 525 | 376 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 762 | 46,47 | 435 | 72,91 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 26 116 | 5,93 | 6 438 | 23,79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 869 | 1,41 | 5 391 | 18,51 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 196 | 5,65 | 295 | 23,53 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 967 | 48,05 | 731 | 73,22 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 972 | 240 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 150 033 | 36 985 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 718 | 0,11 | 670 | 16,96 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5 862 | 0,02 | 1 459 | 21,99 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14 110 | 138,47 | 3 478 | 178,69 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 900 | 715 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 826 | 204 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1 300 | 320 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 209 077 | 0,91 | 544 560 | 17,93 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 20 507 | 10,61 | 5 055 | 29,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 698 | 0,11 | 665 | 17,08 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3 249 | 801 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 799 | 443 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 116 215 | 3,37 | 28 648 | 20,81 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 026 | 0,10 | 253 | 16,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 98 312 | 31,63 | 24 061 | 53,04 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 5 006 | 19,42 | 1 234 | 39,48 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 344 | 0 | ||||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 7 574 | 543 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 329 | 821 | ||||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 31 781 | 7 834 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 26 | 36,84 | 6 | 50,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1 658 | 0,12 | 409 | 16,91 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 238 | 19,02 | 1 538 | 39,10 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 104 017 | 2,97 | 26 | 23,81 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 1 677 | 413 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9 289 | 3,93 | 2 290 | 21,43 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 33 220 | 8 189 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 24 907 | 6 140 | ||||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 10 304 | 4,07 | 2 540 | 21,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25 490 | 2,13 | 6 284 | 19,36 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 954 | 235 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 177 | 0,05 | 537 | 17,03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1 366 | 19,41 | 337 | 39,42 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 413 | 5,37 | 841 | 23,13 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 20 461 | 1,50 | 5 044 | 18,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 116 296 | 12,88 | 28 668 | 31,91 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 101 | 1,00 | 25 | 14,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 143 | 2,15 | 8 170 | 19,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 196 699 | 0,64 | 541 508 | 17,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 80 605 | 123,28 | 19 870 | 160,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 570 | 113,65 | 1 127 | 149,67 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 753 | 925 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14 221 | 73,07 | 3 506 | 102,25 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 839 | 700 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 174 | 0,09 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 997 | 6,17 | 421 | −4,75 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 942 | 232 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 910 | 11,92 | 2 936 | 47,12 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 265 | 8,28 | 1 051 | 26,63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 549 | 8,13 | 3 093 | 26,35 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 89 597 | 145,54 | 22 087 | 186,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 144 | 7,69 | 44 654 | 25,85 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 403 | 0,07 | 346 | 16,95 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 712 | 5,64 | 1 408 | 23,51 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 225 | 8 800,00 | 548 | 10 860,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 343 | 7,01 | 329 | 24,24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 012 | 246,21 | 742 | 303,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 181 | 115,51 | 291 | 153,04 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 39 644 | 5,59 | 9 773 | 23,40 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 21 300 | 4,93 | 5 251 | 22,61 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2 812 | 1,48 | 693 | 18,66 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 947 | 233 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 10 498 | 108,25 | 2 588 | 143,37 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 94 439 | 15,27 | 23 280 | 34,71 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 203 | 790 | ||||||
| 2025-07-21 | 13F | Atwater Malick LLC | 5 703 | 66,75 | 1 406 | 94,87 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2 009 | 1,72 | 495 | 18,99 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 646 | 4,26 | 652 | 21,87 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 19 342 | 4 768 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 998 | 146,32 | 1 725 | 187,98 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 142 663 | 9,38 | 35 168 | 27,83 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1 919 | 35,43 | 473 | 58,39 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 334 | 19,09 | 2 055 | 39,16 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 094 | 4,79 | 1 256 | 22,44 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 21 360 | 4 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 094 | 2,24 | 2 242 | 19,46 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 77 781 | 7,19 | 19 174 | 25,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 700 | 1,53 | 2 222 | 21,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 286 847 | 5,30 | 317 221 | 23,06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 100 | 25 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 385 | 73,51 | 1 574 | 119,39 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 924 | 228 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 33 373 | 3 401,89 | 8 227 | 4 013,00 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 31 231 | 25,67 | 7 699 | 46,87 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 23 459 | 0,03 | 5 783 | 16,88 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 51 639 | 12 730 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1 106 | 273 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 376 | 11,06 | 339 | 29,89 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 890 | 220 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 3 669 | 0,03 | 905 | 16,95 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1 157 | 0,35 | 285 | 17,28 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 248 717 | 5,75 | 61 311 | 23,58 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 94 024 | 28,02 | 23 178 | 49,61 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 475 | 4,47 | 610 | 22,24 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4 032 | 1,13 | 994 | 18,07 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4 | 1 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 322 606 | 79 526 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9 054 | 2,26 | 2 232 | 19,55 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 268 | 0,09 | 559 | 16,95 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 600 | 1 873 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 122 248 | 6,42 | 30 135 | 24,37 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 053 | 259 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 49 490 | 1,34 | 12 200 | 18,43 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 987 | 1,62 | 2 462 | 18,77 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 837 | 206 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 779 | 192 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 375 | 2,90 | 832 | 20,26 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 413 | 10,13 | 595 | 28,57 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 1 100 | 271 | ||||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 61 578 | 10,27 | 15 180 | 28,86 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 141 | 2,17 | 35 | 17,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 627 860 | 4,72 | 154 774 | 22,38 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 137 | 0,05 | 527 | 16,89 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 3 610 | 0,70 | 890 | 17,59 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 661 | 0,12 | 409 | 16,86 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24 583 | 5 186 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 1 574 | 3,69 | 393 | 22,05 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM Large Cap Growth Index Portfolio Class ADV | 77 888 | 105,27 | 19 200 | 139,91 |
