Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core MSCI Total International Stock ETF inkluderar McKinley Carter Wealth Services, Inc., Lineweaver Wealth Advisors, LLC, CacheTech Inc., Adams Wealth Management, Capital A Wealth Management, LLC, Atlas Legacy Advisors, LLC, Sentinel Wealth Management, Inc., Pennsylvania Capital Management Inc /adv, Winthrop Advisory Group LLC, Main Street Research LLC, Kathmere Capital Management, LLC, Blueprint Financial Advisors LLC, Luminvest Wealth Management LLC, Silverlake Wealth Management Llc, Byrne Asset Management LLC, SFG Wealth Management, LLC., Kcm Investment Advisors Llc, GKV Capital Management Co., Inc., Glenmede Investment Management, LP, och Valpey Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Zhang Financial LLC | 67 763 | 5,08 | 5 239 | 16,35 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 287 | 17,25 | 486 | 29,95 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 2 632 | 203 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 42 008 | 2,96 | 3 248 | 14,01 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44 326 | 34,93 | 3 427 | 49,41 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 2 738 | 212 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 24 910 | 1 926 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 622 | 18,83 | 125 | 31,58 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 389 | 1,57 | 30 | 15,38 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 3 619 | 2,41 | 280 | 13,41 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22 865 | 194,08 | 1 768 | 226,01 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 40 122 | 10,86 | 3 102 | 22,76 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 66 446 | 0,32 | 5 137 | 11,10 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 630 | 49 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 292 100 | 14 604 900,00 | 22 582 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 55 537 | 48,17 | 4 294 | 64,11 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 3 094 | 1,81 | 240 | 13,21 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 190 | 633 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 158 747 | 574,11 | 12 273 | 646,93 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 47 460 | 4 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 7 606 | 1,88 | 588 | 12,86 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 60 586 | 1,52 | 4 684 | 12,41 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 40 628 | 24,09 | 3 144 | 37,59 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 26 732 | 4,93 | 2 067 | 16,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 964 544 | 19,12 | 74 569 | 31,92 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 34 872 | 0,07 | 2 696 | 10,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 294 547 733 | 9,68 | 22 771 485 | 21,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 693 789 | 6,55 | 53 565 | 17,40 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 386 | 107 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 48 675 | 18,51 | 3 763 | 31,25 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 113 052 | 110,15 | 8 740 | 132,76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 561 | 585 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 157 436 | 8,68 | 12 171 | 20,36 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 888 658 | 305,63 | 16 106 | 5,30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 68 120 | 36,91 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 282 | 0,98 | 640 | 11,89 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19 734 | 0,12 | 1 526 | 10,91 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 12 362 | 4,87 | 956 | 16,18 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 80 247 | 5 602 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 242 | 12,59 | 560 | 24,50 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 31 264 | 2 417 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 436 045 | 25,50 | 34 | 37,50 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 44 152 | 20,36 | 3 509 | 33,12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 31 785 | 1,87 | 2 457 | 12,09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 418 | 7,41 | 419 | 18,75 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 901 | 94,20 | 1 384 | 127,09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 280 487 | 5,62 | 21 684 | 16,96 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 691 | 2,84 | 1 290 | 13,86 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2055 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 34 197 789 | 7,38 | 2 643 831 | 18,92 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 86 657 | 6 699 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 3 995 | 1,58 | 309 | 12,41 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 920 678 | 4,12 | 71 178 | 15,30 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 25 303 | 1 952 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 135 | 18,99 | 320 | 31,82 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2035 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 32 234 419 | 4,88 | 2 492 043 | 16,14 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 5 867 | 26,83 | 454 | 40,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123 020 | 2,45 | 9 511 | 13,44 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 56 659 | 15,64 | 4 380 | 28,07 | ||||
| 2025-08-07 | 13F | PFG Advisors | 30 775 | 683,88 | 2 379 | 768,25 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 986 344 | 0,48 | 68 857 | 6,06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 649 600 | 0,91 | 127 531 | 11,75 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 403 | 263 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 632 | 203 | ||||||
| 2025-07-21 | 13F | Financial Architects, LLC | 4 035 | 312 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 11 133 | 82,21 | 861 | 101,88 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 195 603 | 240,80 | 15 122 | 277,48 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 56 482 | 1,68 | 4 367 | 12,61 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 141 952 | 15,89 | 10 974 | 28,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 473 429 | 11,33 | 268 531 | 23,29 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 27 186 | 19,31 | 2 102 | 32,14 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 3 566 | 20,64 | 276 | 33,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 753 063 | 3,57 | 135 529 | 14,70 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 37 412 | 0,07 | 2 892 | 10,85 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 312 | 24 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 94 212 | 7,75 | 7 | 16,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 559 924 | 0,59 | 121 | 11,11 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 136 | 11 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 24 347 | 0,01 | 1 882 | 10,77 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 124 095 | 397,61 | 9 594 | 451,32 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 52 870 | 6,40 | 4 091 | 17,83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 900 | 14,01 | 688 | 26,47 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 851 | 1,55 | 66 | 12,07 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 11 136 | 7,61 | 861 | 19,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 337 | 4,05 | 799 | 15,30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 458 | 14,12 | 809 | 26,25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12 492 | 285,20 | 966 | 326,99 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 521 227 | 4,88 | 40 296 | 16,15 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 5 914 | 2,37 | 457 | 13,40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 95 732 | 3,72 | 7 401 | 14,87 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 124 003 | 1,18 | 9 587 | 12,05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 200 835 | 16 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 72 294 | 13,44 | 5 588 | 25,61 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 10 219 | 0,66 | 790 | 11,58 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 164 397 | 0,17 | 12 710 | 10,94 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 470 976 | 53,49 | 36 411 | 69,99 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 4 589 | 1,03 | 355 | 11,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 339 | 0,22 | 80 | 11,11 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 378 209 | 8,35 | 25 665 | 13,24 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 24 248 | 5,82 | 1 875 | 17,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 40 444 | 152,54 | 3 127 | 179,61 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 640 | 1,96 | 281 | 12,85 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 533 | 32,59 | 891 | 50,25 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 517 | 0,09 | 659 | 10,77 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 396 760 | 0,33 | 30 674 | 11,11 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 11 601 | 6,97 | 897 | 18,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 91 845 | 0,15 | 7 101 | 10,92 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 869 | 376 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 22 547 | 9,68 | 1 743 | 21,46 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 7 396 | 0,57 | 572 | 11,31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 23 674 | 1 830 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 67 965 | 30,54 | 5 254 | 44,58 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2 993 | 231 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 398 | 1,53 | 31 | 11,11 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 13 601 | 1 051 | ||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 2 190 087 | 2 922,06 | 169 316 | 3 246,15 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 157 913 | 1,88 | 12 208 | 12,83 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 20 341 | 1,44 | 1 573 | 12,37 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 7 331 | 567 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 29 470 | 4,72 | 2 278 | 15,99 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 28 893 | 8,18 | 2 234 | 19,80 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3 481 | 19,21 | 269 | 32,51 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 55 137 | 34,72 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 8 418 | 0,02 | 651 | 10,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 251 654 | 5,80 | 560 625 | 17,17 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 16 685 | 32,98 | 1 290 | 47,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52 568 | 6,99 | 4 064 | 18,52 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 282 136 | 7,31 | 21 812 | 18,84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 8 506 | 77,99 | 658 | 97,30 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 5 709 | 1,55 | 441 | 12,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 052 | 313 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 82 856 | 0,72 | 6 406 | 11,53 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 112 | 9 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 383 | 211,02 | 1 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 115 | 5,50 | 9 | 14,29 | ||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 221 916 | 1,77 | 15 492 | 7,41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 954 | 228 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX RETIREMENT FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 22 058 616 | 2,29 | 1 705 352 | 13,28 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 5 461 | 422 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6 097 | 471 | ||||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 292 600 | 550,22 | 22 621 | 620,15 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 090 | 850,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 155 | 5,89 | 321 | 17,58 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 36 566 | 1,54 | 2 827 | 12,41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 4 061 | 0,97 | 314 | 11,79 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 15 857 | 0,46 | 1 180 | 11,44 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 377 | 261 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 48 156 | 216,09 | 3 723 | 250,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 187 594 | 9,02 | 14 503 | 20,73 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 222 | 19,10 | 94 | 30,56 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 118 287 | 6,70 | 9 145 | 18,17 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 5 150 | 2,30 | 398 | 13,39 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 86 869 | 0,04 | 6 716 | 10,79 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2050 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 47 695 215 | 5,96 | 3 687 317 | 17,35 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 125 320 | 5,56 | 9 688 | 16,91 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 113 | 18,95 | 9 | 33,33 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 50 004 | 11,59 | 3 866 | 23,56 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 213 136 | 1,17 | 16 478 | 12,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 530 677 | 1,12 | 891 437 | 11,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 416 420 | 5,19 | 32 193 | 16,49 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 98 565 | 4,96 | 7 620 | 16,25 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 42 535 | 146,22 | 3 288 | 172,86 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Index 2070 Fund Class K | 68 093 | 96,47 | 5 264 | 117,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52 156 | 46,66 | 4 032 | 62,45 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 5 397 | 0,41 | 417 | 11,20 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 938 | 0,24 | 227 | 11,27 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 233 066 | 0,47 | 18 018 | 11,26 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 323 | 5,41 | 412 | 16,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 93 244 | 16,44 | 7 209 | 28,94 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 942 | 227 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 65 854 | 7,30 | 5 091 | 18,84 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 37 695 | 5,95 | 2 914 | 17,36 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 12 377 | 64,70 | 957 | 82,44 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 82 489 | 1,60 | 6 377 | 12,53 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 342 | 26 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4 436 | 4,72 | 343 | 15,93 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 5 483 | 1,54 | 424 | 12,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 586 | 741 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 17 924 | 1 386 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 13 810 | 1 068 | ||||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 35 227 | 255,08 | 2 723 | 293,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 834 183 | 53,76 | 62 741 | 65,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14 808 | 423,44 | 1 169 | 481,09 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 2 858 | 221 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Index 2065 Fund Class K Shares | 6 040 773 | 16,33 | 467 012 | 28,83 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 124 079 | 19,53 | 9 593 | 32,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 201 488 | 501,06 | 14 193 | 505,20 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 3 125 | 2,63 | 242 | 13,68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41 564 | 2,66 | 3 213 | 13,69 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 25 890 | 7,90 | 2 002 | 19,46 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 13 892 | 2 987,11 | 970 | 3 241,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 710 568 | 0,19 | 132 244 | 10,95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 100 046 | 1 722,00 | 7 735 | 1 919,32 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 4 379 | 2,96 | 339 | 14,19 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 47 720 | 3 693 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25 481 | 13,61 | 1 970 | 25,81 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 786 | 0,83 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 645 801 | 13,35 | 49 927 | 25,52 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30 161 | 4,77 | 2 332 | 16,03 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 833 | 2,29 | 142 | 8,46 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30 678 | 9,00 | 2 372 | 20,72 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Index 2060 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 20 997 775 | 10,81 | 1 623 338 | 22,72 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30 498 | 3,99 | 2 358 | 15,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 549 414 | 9,85 | 429 025 | 21,65 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4 979 | 385 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 279 | 46,09 | 485 | 61,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 303 874 | 6,12 | 23 492 | 17,52 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 800 | 1,71 | 835 | 12,55 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40 722 | 4,88 | 3 | 50,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 5 765 | 2,71 | 446 | 13,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 289 | 502,37 | 177 | 576,92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 29 343 | 1,15 | 2 269 | 12,00 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 3 030 | 234 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 134 | 1,52 | 10 | 11,11 | ||||
| 2025-07-31 | 13F | United Community Bank | 122 | 9 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 593 428 | 59,39 | 45 878 | 76,52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 42 433 | 8,15 | 3 377 | 17,88 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 466 | 17,57 | 423 | 30,25 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 188 437 | 4,68 | 14 568 | 12,60 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 72 | 56,52 | 6 | 66,67 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 5 139 161 | 1,49 | 397 309 | 12,40 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 13 096 | 8,95 | 1 012 | 20,62 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 300 | 22,13 | 564 | 35,25 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 8 889 | 1,61 | 687 | 12,62 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 52 810 | 4,78 | 4 083 | 16,03 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 884 | 610 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26 870 | 9,02 | 2 077 | 20,76 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 1 957 364 | 13,75 | 151 324 | 25,96 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 300 | 6,21 | 101 | 17,65 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 403 | 263 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 078 163 | 3,05 | 83 353 | 14,12 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 867 | 9,21 | 299 | 20,65 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12 769 | 6,26 | 987 | 17,78 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16 319 | 102,95 | 1 262 | 124,78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 713 | 15,37 | 55 | 27,91 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 452 | 112 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 2 718 | 210 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4 411 | 0,46 | 341 | 11,44 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 862 | 0,52 | 376 | 11,28 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 191 213 | 0,59 | 14 783 | 11,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 414 125 | 4,61 | 186 584 | 15,69 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 22 012 | 1 702 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 4 643 | 0,41 | 359 | 11,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 417 776 | 7,98 | 496 158 | 19,58 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5 806 | 0,07 | 449 | 10,07 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 387 | 339 | ||||||
| 2025-08-07 | 13F | Amica Mutual Insurance Co | 3 393 208 | 40,59 | 263 | 55,95 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 792 | 1,54 | 61 | 12,96 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 22 692 | 5,98 | 1 754 | 17,40 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9 377 | 10,20 | 725 | 21,89 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 968 | 1,47 | 75 | 12,12 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2040 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 48 376 710 | 6,18 | 3 740 003 | 17,58 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 103 083 | 0,31 | 7 969 | 11,08 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 200 | 15 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 11 759 | 3,49 | 821 | 9,19 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9 372 | 23,59 | 1 | |||||
| 2025-07-23 | 13F | DMG Group, LLC | 4 148 | 321 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 125 923 | 82,08 | 9 735 | 101,64 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4 160 | 17,95 | 322 | 30,49 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 213 684 | 16,80 | 16 520 | 29,34 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 20 530 | 0,00 | 1 587 | 10,75 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 64 838 | 17,79 | 5 013 | 30,45 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 78 819 | 5 502 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 53 846 | 4,08 | 4 163 | 15,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 811 823 | 9,21 | 63 | 21,57 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 221 | 161,34 | 1 022 | 189,52 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 151 | 1,34 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 14 318 | 29,18 | 1 107 | 43,08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 86 | 7 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 80 247 | 5 602 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3 015 | 233 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5 460 | 0,15 | 422 | 11,05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5 600 | 433 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 19 585 | 12,10 | 1 514 | 24,20 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 8 915 | 0,52 | 686 | 10,66 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 42 134 | 0,60 | 3 257 | 11,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 045 597 | 825,57 | 467 384 | 925,01 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 40 283 | 104,30 | 3 088 | 124,42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 49 355 | 1,79 | 3 816 | 12,74 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 10 276 | 2,61 | 794 | 13,59 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 763 | 59 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7 200 | 557 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 18 226 | 5,85 | 1 409 | 23,81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 1 549 778 | 119 813 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 203 411 | 2,67 | 15 726 | 13,70 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 2 698 | 209 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 4 443 | 0,14 | 344 | 11,00 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4 222 | 12,41 | 326 | 24,43 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 241 | 1,26 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 4 194 | 34,68 | 293 | 42,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 680 | 9,87 | 1 212 | 21,69 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 619 | 131,84 | 48 | 161,11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 987 651 | 0,13 | 76 355 | 10,89 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 025 | 24,70 | 79 | 38,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 280 | 1,02 | 1 181 | 11,94 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 31 607 | 55,14 | 2 444 | 71,80 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 535 | 5,11 | 41 | 17,14 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 14 914 | 1 153 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 504 | 10,28 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 159 640 | 2,71 | 12 342 | 20,05 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 12 100 | 935 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 82 152 | 0,35 | 6 351 | 11,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 916 | 9,19 | 1 772 | 20,15 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 357 | 4,18 | 569 | 15,45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4 006 | 7,49 | 310 | 18,85 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 77 949 | 2,36 | 6 026 | 13,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 219 | 17 | ||||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 118 590 | 9 168 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 158 | 599,51 | 936 | 563,83 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 10 566 | 8,55 | 817 | 20,18 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 13 019 | 123,73 | 982 | 144,64 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 48 | 4 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 083 | 1,30 | 393 | 15,29 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 368 | 5,97 | 879 | 17,38 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 34 877 | 2 696 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 669 | 17,99 | 206 | 31,21 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 83 | 2,47 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 21 167 | 1 636 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 180 932 | 0,50 | 13 979 | 20,26 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 42 449 | 48,31 | 3 282 | 82,28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 21 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440 107 | 1,74 | 34 025 | 12,67 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 13 993 | 68,00 | 1 082 | 86,06 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 125 448 | 13,28 | 9 771 | 23,87 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 267 | 21 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 2 887 | 223 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 023 | 10,86 | 543 | 22,62 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 152 085 | 11 758 | ||||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 24 500 | 1,57 | 1 894 | 12,54 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 2 284 | 177 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 25 341 | 2,47 | 1 959 | 13,50 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 15 235 | 49,89 | 1 178 | 73,09 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2 767 | 214 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20 181 | 5,90 | 1 560 | 17,29 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 5 624 | 435 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 265 | 107,52 | 484 | 130,48 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 336 | 1,57 | 335 | 12,42 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 044 | 776 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 585 | 0,62 | 277 | 11,69 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 9 951 | 1,56 | 769 | 12,59 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 3 844 | 297 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2045 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 40 304 444 | 5,30 | 3 115 937 | 16,61 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2030 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 31 118 744 | 3,76 | 2 405 790 | 14,91 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 64 042 | 1,31 | 4 951 | 12,19 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 96 173 | 4,03 | 7 435 | 15,22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 157 | 244 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5 562 220 | 6 294,09 | 73 | −98,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55 739 | 23,88 | 4 309 | 37,19 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2 769 | 0 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 369 | 29 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 58 085 | 3,20 | 4 491 | 14,28 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 3 824 | 4,14 | 296 | 15,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 405 370 | 328,89 | 31 339 | 374,98 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3 244 | 0,90 | 251 | 11,61 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 46 699 | 2,83 | 3 610 | 13,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 50 601 | 35,47 | 3 912 | 50,02 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 12 946 | 5,94 | 1 001 | 17,23 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 33 421 | 3,71 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 34 515 | 9,93 | 2 668 | 21,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 10 429 | 0,86 | 811 | 16,21 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 221 876 | 17 153 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 107 830 | 1,99 | 8 336 | 12,95 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 25 485 | 1 970 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 030 | 1,51 | 312 | 10,28 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 475 | 37 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 109 442 | 11,40 | 8 461 | 23,36 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 80 430 | 2,26 | 6 218 | 13,26 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 11 | 1 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 88 483 | 10,57 | 6 841 | 22,45 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 570 100 | 0,31 | 121 384 | 11,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 30 130 | 95,99 | 2 329 | 117,05 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 129 325 | 12,93 | 87 308 | 25,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 466 172 | 12,68 | 36 040 | 31,71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 718 | 240,60 | 210 | 328,57 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 34 827 | 1,14 | 2 692 | 12,03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 672 | 1,66 | 52 | 10,87 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 171 | 1,79 | 13 | 18,18 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 9 555 | 20,02 | 739 | 32,97 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 5 306 | 0,17 | 410 | 11,11 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 203 995 | 0,09 | 15 771 | 10,84 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 171 672 | 2,37 | 13 272 | 13,37 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 33 349 | 0,17 | 2 598 | 11,75 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 15 957 | 298,43 | 1 234 | 341,94 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 56 811 | 40,20 | 4 391 | 55,27 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 402 | 0,82 | 340 | 11,84 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 53 506 | 4 137 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 38 152 | 2 950 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 306 | 333 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 53 907 | 1,48 | 4 168 | 12,38 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 7 873 | 7,19 | 609 | 18,75 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21 026 | 3,73 | 1 626 | 14,84 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 417 496 | 2,70 | 32 277 | 13,73 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 222 | 172 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 52 418 | 57,25 | 4 078 | 75,20 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 5 930 | 458 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 31 736 | 2 454 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 10 348 | 49,82 | 800 | 65,98 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 1 701 327 | 41 164,30 | 131 530 | 45 728,92 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 18 141 | 11,78 | 1 402 | 23,85 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 71 608 | 1,86 | 5 536 | 12,82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 197 063 | 116,59 | 15 235 | 139,87 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 102 | 8 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 524 | 582 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 317 838 | 0,83 | 179 192 | 11,66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 217 | 15 518,52 | 326 | 32 500,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 84 | 1,20 | 7 | 20,00 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 92 | 70,37 | 7 | 133,33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17 910 | 37,61 | 1 385 | 52,42 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 3 970 | 307 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 214 635 | 64,10 | 16 593 | 81,74 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 9 765 | 0,13 | 1 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 4 605 | 12,70 | 356 | 24,91 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 617 766 | 11,90 | 47 760 | 23,92 | ||||
| 2025-08-08 | 13F | Creative Planning | 119 802 | 1,51 | 9 262 | 12,42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 611 758 | 4,94 | 47 295 | 16,21 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 8 131 | 13,09 | 629 | 25,55 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 49 428 | 1,65 | 3 821 | 12,58 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 551 873 | 32,48 | 42 665 | 46,71 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 20 388 | 1 576 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 358 603 | 1,49 | 27 724 | 12,39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 159 965 | 6,53 | 12 367 | 17,96 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 34 979 618 | 3,36 | 2 704 | 14,48 | ||||
| 2025-08-12 | 13F | Patrick Mauro Investment Advisor, INC. | 163 197 | 7,23 | 12 193 | 14,76 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10 174 | 0,22 | 782 | 10,45 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6 209 | 480 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 56 928 | 5,35 | 4 401 | 16,68 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4 795 | 371 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 344 681 | 1,77 | 567 817 | 12,71 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 12 146 | 12,62 | 939 | 24,87 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 28 780 | 3,25 | 2 225 | 14,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 422 409 | 6,61 | 110 | 17,20 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 35 778 | 4,58 | 2 766 | 15,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 980 | 95,48 | 849 | 116,33 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4 252 | 0,81 | 329 | 11,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 699 074 | 11,55 | 54 045 | 23,54 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18 420 | 3,59 | 1 424 | 14,75 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 99 871 | 0,31 | 7 721 | 11,09 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 375 | 1,63 | 106 | 12,77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 107 527 | 1,51 | 8 313 | 12,42 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 644 | 1 640,54 | 50 | 2 350,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 2 704 | 209 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 10 538 | 4,61 | 815 | 15,79 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 313 | 0,73 | 256 | 11,79 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 7 659 | 592 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 46 517 | 3,13 | 3 596 | 14,23 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 33 000 | 2 551 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25 100 | 1,21 | 1 940 | 12,07 |
