Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF inkluderar Broadway Wealth Solutions, Inc., Motco, rebel Financial LLC, Cliftonlarsonallen Wealth Advisors, Llc, Moloney Securities Asset Management, LLC, Cornerstone Wealth Management, LLC, Bill Few Associates, Inc., Wbh Advisory Inc, WealthPlan Investment Management, LLC, ORG Partners LLC, Valmark Advisers, Inc., Atticus Wealth Management, Llc, First PREMIER Bank, Savvy Advisors, Inc., Rollins Financial Advisors, LLC, Goldman Sachs Group Inc, Arete Wealth Advisors, LLC, Capital Market Strategies LLC, Arkadios Wealth Advisors, och Riverstone 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 410 | 11,30 | 724 | 29,80 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 99 003 | 12,71 | 8 521 | 31,48 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 15 143 | 21,59 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 593 | 223 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15 122 | 0,62 | 1 302 | 17,42 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 117 637 | 4,15 | 10 125 | 21,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9 351 704 | 8,93 | 804 901 | 27,05 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 23 269 | 1,47 | 2 003 | 18,32 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 3 876 | 1,36 | 334 | 18,09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 2 353 | 203 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17 591 | 7,87 | 1 514 | 25,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 247 015 | 36,92 | 21 261 | 59,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23 753 | 151,38 | 2 044 | 167,19 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 771 | 103,56 | 152 | 137,50 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 954 568 | 14,52 | 82 160 | 33,58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 49 781 | 163,74 | 4 285 | 207,76 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 173 036 | 3,41 | 14 893 | 20,62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 308 986 | 68,81 | 26 594 | 96,91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 347 | 3,27 | 30 | 20,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 880 | 27,88 | 334 | 49,33 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 30 477 | 346,42 | 2 623 | 421,47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 100 250 | 162,10 | 94 699 | 205,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 62 601 | 6,59 | 5 388 | 24,35 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 276 | 12,38 | 368 | 31,43 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 192 | 106,75 | 791 | 141,16 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 462 300 | 39 790 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 733 | 29,05 | 63 | 53,66 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 50 919 | 24,60 | 4 383 | 45,34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 018 | 223 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 555 | 220 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 964 | 19,89 | 1 546 | 39,91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 509 168 | 0,89 | 43 824 | 17,68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33 842 | 11,43 | 2 913 | 29,94 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 272 979 | 0,32 | 23 495 | 17,01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 277 | 282 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 460 101 | 10,87 | 39 601 | 29,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 560 | 0,53 | 2 200 | 17,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477 584 | 7,78 | 41 106 | 25,72 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 18 988 | 19,75 | 1 634 | 39,66 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 737 | 236 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 480 283 | 0,67 | 41 338 | 17,43 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 12 817 | 157,68 | 1 103 | 200,54 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 71 280 | 24,53 | 6 135 | 45,28 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14 059 | 90,22 | 1 210 | 102,34 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 336 112 | 18,74 | 28 929 | 38,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 434 707 | 7,50 | 123 | 25,51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 7 968 | 4,40 | 686 | 25,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 610 252 | 9,54 | 138 594 | 27,76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 851 | 25,67 | 504 | 46,65 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 344 487 | 35,72 | 29 650 | 58,31 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 365 | 36,86 | 204 | 45,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 32 806 | 36,91 | 2 824 | 59,67 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 51 313 | 11,86 | 4 417 | 30,50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 767 | 12,92 | 755 | 31,82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 71 188 | 14,38 | 6 127 | 33,43 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 249 | 0 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 56 783 | 6,33 | 4 887 | 24,04 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 687 | 403 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6 811 | 33,50 | 586 | 55,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 934 | 240,88 | 80 | 300,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 25 525 | 17,63 | 2 197 | 37,16 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 96 902 | 3,42 | 8 340 | 20,64 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 38 095 | 25,12 | 3 279 | 45,95 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2 594 | 223 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 345 | 30 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 634 474 | 7,80 | 312 819 | 25,74 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12 977 | 1 103 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | 11 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 715 | 56,24 | 578 | 82,02 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 29 053 | 45,19 | 2 501 | 69,38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 120 | 202,86 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11 289 | 4,48 | 972 | 21,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 169 217 | 11,63 | 14 565 | 30,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 129 751 | 24,72 | 11 168 | 45,48 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 3 000 | 258 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 212 241 | 11,81 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 308 437 | 14,32 | 112 617 | 33,34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 393 129 | 22,48 | 33 837 | 42,86 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9 116 | 785 | ||||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 40 547 | 8,09 | 3 490 | 26,05 | ||||
| 2025-09-03 | 13F | American Trust | 455 183 | 6,56 | 39 178 | 24,30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850 587 | 47,12 | 73 216 | 71,60 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 31 990 | 1,03 | 2 753 | 17,85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 378 | 1 496 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 492 | 214 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 2 366 | 204 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7 543 | 97,31 | 649 | 130,14 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 9 661 | 39,49 | 832 | 62,62 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 495 | 28,24 | 43 | 50,00 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2 335 | 201 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 199 937 | 2,07 | 17 209 | 19,06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 42 910 | 3,16 | 3 693 | 20,33 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 742 | 4,17 | 1 097 | 21,51 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7 433 | 3,80 | 640 | 21,02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 586 | 24,35 | 1 255 | 45,09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5 192 | 8,28 | 457 | 29,46 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 75 791 | 55,08 | 6 523 | 80,89 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 11 019 | 6,68 | 948 | 24,41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16 621 | 1 431 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 2 582 | 222 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 849 065 | 7,86 | 73 079 | 25,81 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 15 621 | 1 344 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 356 989 | 9,86 | 30 726 | 28,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 434 332 | 21,20 | 123 | 41,38 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 50 365 | 6,90 | 4 335 | 24,68 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4 282 | 4,39 | 369 | 21,85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24 891 | 15,47 | 2 142 | 34,72 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 129 759 | 26,66 | 11 169 | 47,74 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 15 913 | 1 370 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 946 | 2,11 | 806 | 28,34 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 182 309 | 6,99 | 15 691 | 24,80 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 14 969 | 0,70 | 1 288 | 17,52 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 556 436 | 4,44 | 47 892 | 21,82 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 4 389 | 4,65 | 378 | 22,01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55 281 | 19,25 | 4 758 | 39,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22 814 | 454,14 | 1 964 | 547,85 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 124 | 13,03 | 782 | 38,23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 487 290 | 16,04 | 128 | 36,17 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 7 646 | 10,00 | 666 | 26,62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 37 507 | 60,03 | 3 228 | 86,70 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 309 405 | 10,16 | 26 630 | 28,49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 427 | 2,89 | 1 500 | 20,02 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 268 | 143,34 | 281 | 183,84 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 2 900 | 1,75 | 250 | 18,57 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 164 064 | 5,17 | 14 121 | 22,67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114 391 | 12,23 | 9 846 | 30,90 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4 936 | 10,23 | 425 | 28,48 | ||||
| 2025-08-01 | 13F | Motco | 39 605 | 3 498 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137 680 | 12,61 | 12 | 22,22 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11 869 | 1 022 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 118 | 10 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 38 073 | 55 078,26 | 3 277 | 65 420,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 828 | 0 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 11 074 | 0,02 | 953 | 16,65 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 10 546 | 93,90 | 908 | 126,18 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 584 | 308 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 354 535 | 0,73 | 30 515 | 17,49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 983 | 510,15 | 171 | 639,13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15 219 | 11,28 | 1 310 | 29,73 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 4 652 | 4,77 | 400 | 22,32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 64 698 | 5 569 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 378 412 | 4,74 | 32 570 | 22,17 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 5 543 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 268 109 | 4,86 | 23 076 | 22,31 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 21 267 | 252,39 | 1 830 | 311,24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 449 | 39 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 32 881 | 1,47 | 2 830 | 18,36 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 270 878 | 0,59 | 23 314 | 17,33 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 29 707 | 2 557 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54 675 | 9,34 | 4 706 | 27,54 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 15 860 | 1 365 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174 998 | 19 025,46 | 15 062 | 22 380,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 790 | 240 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 199 | 14,37 | 17 | 41,67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 063 | 6,03 | 1 | |||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 3 198 | 275 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4 691 | 404 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26 717 | 44,71 | 2 300 | 68,80 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 4 015 | 0,38 | 346 | 16,95 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 25 639 | 7,65 | 2 207 | 25,55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 524 | 16,10 | 475 | 35,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39 770 | 2,19 | 3 423 | 19,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 512 288 | 24,90 | 474 443 | 45,69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40 952 | 4,46 | 3 525 | 21,85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 303 | 8,58 | 370 | 26,71 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10 053 | 0,96 | 865 | 17,85 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 184 640 | 9,04 | 15 892 | 27,18 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 86 | 19,44 | 7 | 40,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 987 | 429 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 179 | 618 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 692 | 15,88 | 3 761 | 35,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 298 238 | 20,13 | 25 669 | 40,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 648 | 572 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 3 185 | 274 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 6 900 | 10,95 | 594 | 29,48 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10 427 | 21,75 | 1 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63 207 | 1,25 | 5 440 | 18,11 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 22 808 | 870,97 | 1 963 | 1 034,68 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25 313 | 0,93 | 2 179 | 17,73 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9 367 | 9,34 | 806 | 27,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 757 166 | 85,99 | 150 185 | 115,70 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 14 643 | 6,48 | 1 260 | 24,26 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 284 833 | 45,79 | 24 516 | 70,05 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 466 | 40 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 183 | 33,09 | 618 | 55,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 534 344 | 3,06 | 132 061 | 20,21 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 38 411 | 12,66 | 3 306 | 31,45 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 53 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 37 362 | 18,19 | 3 216 | 37,86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 414 | 2,46 | 122 | 19,80 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 62 640 | 9,43 | 4 694 | −2,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 353 | 15,55 | 805 | 33,78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 187 | 0 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 41 413 | 3 564 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 29 144 | 179,59 | 2 508 | 226,14 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 541 | 17,33 | 305 | 36,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 601 943 | 2,83 | 51 809 | 19,94 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 29 150 | 37,38 | 2 509 | 60,26 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 208 850 | 9,52 | 17 976 | 27,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 928 | 22,75 | 1 629 | 43,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 754 876 | 140,09 | 65 282 | 181,38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 635 | 22,67 | 571 | 43,11 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20 107 | 1 731 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 32 894 | 2 831 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32 164 | 122,53 | 3 | 100,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 223 | 50,82 | 363 | 76,21 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 2 531 | 218 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60 959 | 64,17 | 5 247 | 91,53 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 38 379 | 3 303 |
