Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF inkluderar Alpine Bank Wealth Management, Bouchey Financial Group Ltd, SNS Financial Group, LLC, Duncan Williams Asset Management, LLC, Wbh Advisory Inc, Mainsail Financial Group, LLC, Coordinated Financial Services, Inc./CO, WealthPlan Investment Management, LLC, Fiduciary Alliance LLC, Wealthcare Advisory Partners LLC, Kingstone Capital Partners Texas, LLC, Apella Capital, LLC, Principal Securities, Inc., ORG Partners LLC, Wiley Bros.-aintree Capital, Llc, Wesbanco Bank Inc, ZEGA Investments, LLC, Essex Financial Services, Inc., XY Planning Network, Inc., och Summit Wealth Group Llc / Co .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 094 615 | 7,41 | 51 513 | 7,45 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 167 635 | 3,22 | 7 874 | 4,46 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 27 964 | 6,97 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 25 308 | 1,76 | 1 191 | 1,80 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 171 235 | 3,54 | 8 058 | 4,73 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 14 388 | 36,21 | 677 | 36,49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 564 486 | 5,96 | 26 565 | 6,00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 46 123 | 2,38 | 2 171 | 2,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 896 176 | 12,07 | 183 354 | 12,12 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 30 097 | 0,40 | 1 416 | 0,43 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 861 685 | 3,33 | 40 551 | 3,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 593 | 15,37 | 28 | 12,50 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 271 166 | 461,19 | 12 761 | 461,66 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 62 671 | 6,09 | 2 949 | 6,16 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20 579 | 5,84 | 968 | 5,91 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 20 606 | 3,82 | 970 | 3,86 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 135 248 | 4,91 | 6 365 | 4,95 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 9 433 | 444 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 615 | 29 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 15 395 | 2,11 | 724 | 2,12 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 420 | 1,85 | 114 | 1,80 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23 667 | 1,83 | 1 114 | 1,83 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 63 347 | 2,60 | 2 981 | 2,65 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 45 520 | 0,17 | 2 142 | 0,23 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 458 854 | 6,66 | 21 594 | 6,71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 76 978 | 26,14 | 3 623 | 26,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 54 206 | 2,97 | 2 551 | 2,99 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 359 939 | 6,29 | 16 939 | 6,34 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 53 249 | 4,82 | 2 506 | 4,86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 89 561 | 590,05 | 4 215 | 590,82 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7 537 | 25,91 | 355 | 25,98 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 43 788 | 2,09 | 2 061 | 2,13 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 6 982 | 329 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 266 810 | 8,83 | 12 556 | 8,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 555 | 1,29 | 685 | 1,33 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 191 512 | 3,69 | 9 009 | 5,86 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 608 221 | 4,18 | 28 623 | 4,23 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 13 289 | 16,26 | 625 | 16,39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 56 323 | 95,41 | 2 651 | 95,57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 163 659 | 208,87 | 8 | 250,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 87 226 | 11,93 | 4 105 | 11,98 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 79 912 | 0,23 | 3 761 | 0,27 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 157 681 | 151,02 | 7 420 | 151,18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 252 579 | 83,26 | 11 886 | 83,34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 509 890 | 8,44 | 23 995 | 8,49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 322 | 298 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 952 639 | 2,92 | 44 831 | 2,96 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 170 | 5,82 | 761 | 5,85 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 26 800 | 1 261 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14 794 | 696 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 230 309 | 13,01 | 10 838 | 13,06 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 25 335 | 31,82 | 1 192 | 31,86 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 375 313 | 7,42 | 17 662 | 7,47 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 41 380 | 8,24 | 1 947 | 8,29 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 12 782 | 22,81 | 602 | 22,90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 363 | 205 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10 086 | 100,88 | 475 | 100,85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 195 174 | 2,24 | 9 185 | 2,28 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 173 171 | 2,07 | 8 149 | 2,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35 304 | 1 661 | ||||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 101 051 | 980,64 | 4 755 | 983,14 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 8 084 | 29,63 | 380 | 29,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 71 523 | 2,15 | 3 366 | 2,19 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 7 206 | 339 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 438 284 | 24,59 | 20 626 | 24,64 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 3 314 934 | 2,51 | 156 001 | 2,55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 165 | 102 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 471 | 2,39 | 446 | 2,53 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 250 002 | 13,57 | 59 | 13,73 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 43 156 | 836,14 | 2 031 | 839,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 229 056 | 73,00 | 11 | 66,67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 497 940 | 4,50 | 23 433 | 4,55 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 46 989 | 1 611,80 | 2 211 | 1 613,95 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 36 806 | 3,59 | 1 732 | 3,65 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 781 | 107,98 | 696 | 108,08 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 450 827 | 8,08 | 21 216 | 8,12 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 450 827 | 21 216 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 78 985 | 7,05 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 54 203 | 180,50 | 2 551 | 186,52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 355 822 | 90,48 | 16 745 | 90,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 245 442 | 6,97 | 58 610 | 7,02 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 30 126 | 3,56 | 1 418 | 3,58 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 55 032 | 2,23 | 2 590 | 2,25 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 411 | 396 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 506 | 259 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 138 | 242 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 041 | 0,58 | 49 | 0,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 31 585 | 119,13 | 1 486 | 123,46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 87 289 | 4 108 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 10 633 | 48,38 | 498 | 47,48 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 188 040 | 3,20 | 8 776 | 2,38 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 683 541 | 10,24 | 32 167 | 10,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 634 980 | 8,91 | 124 002 | 8,96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471 361 | 15,01 | 22 182 | 15,06 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 1 621 593 | 1,59 | 76 312 | 1,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 709 047 | 66,48 | 33 368 | 66,55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 094 | 1,10 | 613 | 0,49 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 605 | 1,34 | 28 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 766 678 | 105,58 | 365 500 | 105,67 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 492 | 5,13 | 635 | 5,14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 690 | 1,17 | 32 | 0,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 48 925 | 2 301 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7 444 | 350 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 181 873 | 5,62 | 55 619 | 5,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 14 269 | 668 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 93 189 | 10,91 | 4 385 | 10,96 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 50 972 | 7,82 | 2 399 | 7,87 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 168 603 | 13,49 | 7 934 | 13,54 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 684 907 | 2,76 | 79 292 | 2,81 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 223 | 17,14 | 764 | 17,20 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 34 315 | 31,45 | 1 615 | 31,54 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 83 143 | 4,25 | 3 913 | 4,29 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 551 196 | 5,69 | 25 939 | 5,74 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 287 290 | 4,02 | 13 520 | 4,06 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 153 696 | 155,16 | 7 233 | 155,91 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 46 840 | 2 204 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 350 182 | 6,34 | 16 480 | 6,38 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28 589 | 203,88 | 1 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 35 470 | 24,38 | 1 669 | 24,46 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 10 990 | 10,18 | 516 | 11,71 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 557 342 | 1,24 | 26 229 | 1,29 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 79 184 | 0,36 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7 785 | 366 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 578 252 | 2,21 | 27 213 | 2,25 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 694 467 | 35,99 | 32 682 | 36,05 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 21 490 | 3,47 | 1 011 | 3,48 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 160 980 | 2,28 | 7 576 | 2,32 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 731 461 | 34 423 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 580 | 310 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 509 890 | 8,44 | 23 995 | 8,49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 727 | 693,12 | 222 | 692,86 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 087 | 381 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 1 069 548 | 170,16 | 50 333 | 170,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 432 881 | 8,24 | 114 | 8,57 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 339 497 | 4,69 | 15 977 | 4,73 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 54 162 | 2 512 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 7 123 | 45,07 | 335 | 45,65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 318 056 | 22,15 | 14 968 | 22,20 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13 853 | 49,78 | 652 | 52,82 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 303 | 203 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18 073 | 18,78 | 851 | 18,88 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 6 360 | 2,91 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 56 841 | 6,86 | 2 675 | 6,87 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 165 975 | 8,45 | 7 726 | 8,30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 042 | 13,00 | 284 | 13,15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 424 068 | 20,07 | 19 957 | 20,12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10 519 | 7,72 | 495 | 7,84 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 124 930 | 40,26 | 5 879 | 40,34 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21 235 | 989 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 461 416 | 12,86 | 21 714 | 12,91 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 139 195 | 0,68 | 6 551 | 0,72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 660 914 | 10,71 | 78 163 | 10,76 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 595 658 | 4,99 | 28 032 | 5,03 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 1 265 467 | 2,80 | 59 553 | 2,84 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 790 495 | 8,77 | 37 185 | 11,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 416 196 | 2,49 | 66 646 | 2,54 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 410 | 156,36 | 66 | 164,00 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 96 712 | 1,24 | 4 551 | 1,29 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 20 967 | 33,56 | 987 | 33,60 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7 476 | 4,53 | 352 | 4,46 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 12 235 | 0,91 | 1 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 124 244 | 5 847 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 609 435 | 0,90 | 28 680 | 0,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 505 139 | 267,14 | 23 772 | 267,29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 70 800 | 4,59 | 3 332 | 4,62 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 871 288 | 153,28 | 88 063 | 153,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 178 474 | 12,01 | 8 399 | 12,05 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15 489 | 11,65 | 729 | 11,66 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 49 017 | 65,50 | 2 307 | 65,54 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 314 859 | 10,63 | 14 817 | 10,67 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2 613 | 123 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 221 | 57 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14 093 | 84,08 | 663 | 84,17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 459 044 | 31,78 | 21 603 | 31,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 203 | 480 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 839 614 | 3,70 | 39 512 | 3,74 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 172 109 | 8 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 13 051 | 8,20 | 614 | 8,29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 70 926 | 369,83 | 3 338 | 370,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 430 | 34,18 | 114 | 34,12 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 41 859 | 161,34 | 1 964 | 160,82 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 781 | 37 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 71 642 | 21,85 | 3 371 | 21,92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 33 363 | 1 570 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 200 | 9 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 169 874 | 35,25 | 7 994 | 35,31 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 49 922 | 15,31 | 2 349 | 15,37 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 341 903 | 9,33 | 16 090 | 9,37 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 781 218 | 1,92 | 36 764 | 1,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 109 862 | 5,26 | 52 230 | 5,31 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 576 | 1 439 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 175 | 0 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 71 247 | 4,77 | 3 353 | 4,82 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 872 | 0,74 | 1 500 | 0,74 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 521 | 0,97 | 25 | 0,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 241 729 | 4,92 | 11 | 10,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 566 008 | 0,96 | 26 636 | 1,00 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 163 421 | 4,68 | 7 691 | 4,73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 504 582 | 15,43 | 70 806 | 15,48 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 299 205 | 3,90 | 14 081 | 3,53 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 43 178 | 11,50 | 2 032 | 11,53 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 15 608 | 26,08 | 1 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 518 013 | 24 378 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 29 436 | 27,44 | 1 385 | 27,53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 811 743 | 321,72 | 38 201 | 321,91 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9 433 | 24,68 | 444 | 24,79 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 409 638 | 3,52 | 19 278 | 3,56 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 985 192 | 3,78 | 46 363 | 3,83 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 45 205 | 2,84 | 2 127 | 2,90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 356 570 | 64,11 | 16 727 | 64,01 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 162 969 | 7,51 | 7 669 | 7,56 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 38 670 | 3,52 | 1 820 | 3,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 115 372 | 22,10 | 146 609 | 22,15 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 345 840 | 2,23 | 16 068 | 2,91 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 554 683 | 4,54 | 26 103 | 4,58 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 42 806 | 2 014 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 295 890 | 7,65 | 13 809 | 7,70 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 396 917 | 1,76 | 18 679 | 1,80 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 902 479 | 64,53 | 42 471 | 64,59 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 876 245 | 2,57 | 135 356 | 2,61 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 148 587 | 11,50 | 101 113 | 11,55 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 307 | 250 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 49 188 | 22,67 | 2 315 | 22,69 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 547 919 | 33,87 | 25 785 | 33,93 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 15 437 | 293,20 | 726 | 303,33 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 394 | 7,05 | 254 | 7,17 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 3 216 300 | 49,50 | 151 359 | 49,57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 255 602 | 8,01 | 11 929 | 7,16 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3 264 660 | 121,30 | 153 635 | 121,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 32 882 | 3,24 | 1 547 | 3,41 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 29 400 | 1 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 5 338 | 251 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 556 879 | 12,92 | 26 207 | 12,97 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 124 111 | 3,52 | 5 841 | 3,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34 963 | 73,43 | 1 645 | 73,52 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 75 040 | 2,08 | 3 531 | 2,14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 352 | 32,42 | 64 | 31,25 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 854 215 | 40 199 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 595 | 452 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5 896 | 26,04 | 277 | 25,91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 612 874 | 6,32 | 28 842 | 6,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 240 128 | 36,07 | 11 300 | 36,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 703 523 | 3,53 | 33 108 | 3,58 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 2 032 669 | 0,80 | 95 657 | 0,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 74 167 | 146,34 | 3 490 | 146,47 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 301 687 | 18,49 | 14 197 | 18,54 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7 708 | 38,06 | 363 | 38,17 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 543 846 | 8,12 | 72 653 | 8,16 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 18 234 | 1,27 | 858 | 1,30 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 365 188 | 0,26 | 17 186 | 1,12 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 412 | 396 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 239 363 | 10,09 | 97 321 | 11,06 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 172 408 | 3 324,19 | 7 988 | 3 313,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 357 135 | 600,50 | 16 807 | 600,83 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 195 117 | 2,27 | 9 182 | 2,32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 537 237 | 13,06 | 25 282 | 13,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 84 519 | 37,58 | 4 | 50,00 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 329 290 | 2,32 | 15 496 | 2,36 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 8 186 | 0,02 | 385 | 0,26 |
