Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF inkluderar Orion Portfolio Solutions, LLC, ABLE Financial Group, LLC, Tortoise Investment Management, LLC, Founders Financial Securities Llc, 21 West Wealth Management LLC, Bridgewater Advisors Inc., Vestmark Advisory Solutions, Inc., ORG Partners LLC, Silver Oak Wealth Advisors Services, Llc, Diversify Advisory Services, LLC, McAdam, LLC, Cerity Partners LLC, Resources Investment Advisors, LLC., Sand Hill Global Advisors, LLC, Abacus Planning Group, Inc., Robertson Stephens Wealth Management, LLC, Uniting Wealth Partners, LLC, Cliftonlarsonallen Wealth Advisors, Llc, Boothbay Fund Management, Llc, och BTG Pactual Asset Management US 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 12 100 | 601 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23 015 | 12,19 | 1 142 | 11,41 | ||||
| 2025-07-18 | 13F | Vicus Capital | 81 108 | 19,59 | 4 026 | 18,73 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 16 647 | 7,77 | 826 | 6,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 686 | 28 330,00 | 282 | 28 100,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 634 | 9,42 | 826 | 8,55 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 126 451 | 4,40 | 6 277 | 3,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 421 065 | 7,26 | 20 902 | 6,49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 426 | 81,97 | 369 | 80,39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 193 | 10 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 060 998 | 13,38 | 52 668 | 12,56 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 910 262 | 53,15 | 45 185 | 52,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 552 609 | 9,08 | 27 432 | 8,29 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 284 980 | 24,84 | 14 146 | 23,95 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 5 247 | 0,90 | 260 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 157 | 24,87 | 1 249 | 23,93 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 61 391 | 65,98 | 3 031 | 63,93 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 18 805 | 11,14 | 933 | 10,28 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 6 905 | 2,24 | 343 | 1,48 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 187 755 | 27,34 | 9 320 | 26,42 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 125 591 | 6 234 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 45 155 | 2 233 | ||||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 36 708 | 21,24 | 1 822 | 20,42 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11 832 | 0,42 | 587 | −0,34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 65 502 | 74,56 | 3 252 | 73,29 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 351 646 | 11,61 | 17 456 | 10,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 59 293 | 1,14 | 2 917 | 0,80 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 112 501 | 68,91 | 5 585 | 67,69 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 19 482 | 10,49 | 967 | 9,76 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 146 599 | 924,52 | 7 277 | 917,76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 355 | 464 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 122 549 | 327,27 | 6 083 | 324,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 859 | 489 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 57 485 | 265,08 | 2 854 | 262,52 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21 035 | 24,06 | 1 044 | 23,26 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 142 500 | 87,35 | 7 074 | 85,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75 307 | 3 738 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 60 638 | 28,86 | 3 010 | 27,98 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 38 824 | 49,38 | 1 927 | 48,34 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 112 941 | 5 571 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 14 330 | 7,64 | 711 | 6,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 101 672 | 152,35 | 54 687 | 150,53 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 97 953 | 0,42 | 4 862 | −0,31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 97 178 | 368,40 | 4 824 | 365,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 739 | 188,67 | 37 | 200,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 22 321 | 53,10 | 1 108 | 52,20 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 977 | 0 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 259 | 10,72 | 261 | 10,13 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 37 159 | 15,06 | 1 845 | 14,25 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 20 711 | 53,68 | 1 026 | 52,30 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 44 986 | 129,74 | 2 233 | 128,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 131 | 29,93 | 553 | 28,97 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 707 | 2,45 | 432 | 1,89 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 628 | 230 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 79 066 | 44,72 | 3 925 | 43,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 120 434 | 30,30 | 5 978 | 29,37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 52 345 | 0,73 | 2 598 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 149 | 206 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 32 421 | 5,33 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 43 210 | 1,66 | 2 145 | 0,89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8 300 | 412 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 13 237 | 50,56 | 657 | 49,66 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 622 | 229 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 86 452 | 9,47 | 4 291 | 8,69 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 292 528 | 14 521 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71 600 | 3,20 | 3 554 | 2,45 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 89 830 | 1 667,26 | 4 459 | 1 655,51 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6 749 | 5,31 | 335 | 4,69 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 34 750 | 1 725 | ||||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 117 149 | 2,81 | 5 815 | 2,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 600 828 | 1,26 | 30 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19 822 | 4,42 | 978 | 2,95 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 537 | 484,42 | 3 | |||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 15 976 | 793 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 13 453 | 0,92 | 668 | 0,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 730 372 | 69,08 | 36 258 | 67,87 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 30 875 | 12,47 | 1 533 | 11,66 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 28 385 | 12,05 | 1 409 | 11,30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 101 012 | 1,14 | 5 014 | 0,42 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 32 623 | 1 619 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 577 | 78 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 90 469 | 30,98 | 4 491 | 30,03 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 150 167 | 4,81 | 7 454 | 4,06 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 104 609 | 0,51 | 5 193 | −0,21 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 648 640 | 32 432 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 21 486 | 9,41 | 1 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 6 872 | 58,60 | 341 | 57,87 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 1 797 | 0,90 | 89 | 0,00 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 92 293 | 4,71 | 4 581 | 3,95 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 305 847 | 0,32 | 15 182 | −0,40 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 19 159 | 4,76 | 951 | 4,05 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 126 703 | 0,37 | 6 290 | −0,35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 14 733 | 15,91 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22 699 | 2,03 | 1 127 | 1,26 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 16 445 | 816 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101 603 | 88,54 | 5 | 150,00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 802 131 | 47,68 | 39 818 | 46,61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 434 242 | 4,97 | 22 | 5,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 4 757 | 236 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 39 498 | 3,68 | 1 961 | 2,94 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 974 | 243,87 | 1 389 | 241,87 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 118 | 11,91 | 56 | 14,29 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 38 119 | 3,24 | 1 892 | 2,49 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 130 374 | 6 472 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 20 189 | 4,62 | 1 002 | 3,94 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 6 215 | 0,31 | 309 | −0,32 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 30 546 | 267,36 | 1 516 | 265,30 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 90 182 | 8,67 | 4 477 | 7,88 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 183 264 | 6,35 | 9 097 | 5,59 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 34 256 | 6,14 | 1 700 | 5,39 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 311 415 | 21,89 | 15 459 | 21,01 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 8 811 | 66,56 | 437 | 65,53 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 19 193 | 953 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 74 850 | 49,57 | 3 697 | 47,76 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 9 507 | 472 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 39 674 | 1 969 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 94 272 | 6,86 | 4 680 | 6,10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 47 849 | 107,57 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44 757 | 2 222 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 8 275 | 411 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 19 893 | 62,99 | 987 | 61,80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 567 | 227 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 19 664 | 0,90 | 976 | 0,21 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10 087 | 69,50 | 501 | 68,35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 132 | 1,04 | 1 248 | 0,32 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 919 | 46 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 38 620 | 2,37 | 1 917 | 1,64 | ||||
| 2025-07-14 | 13F | Friday Financial | 11 541 | 3,28 | 573 | 2,69 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 39 967 | 9,10 | 1 984 | 8,30 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 260 231 | 0,15 | 12 918 | −0,58 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 326 468 | 6,80 | 16 206 | 6,03 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 16 896 | 14,10 | 839 | 13,24 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 79 084 | 317,84 | 4 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 365 641 | 96,63 | 18 150 | 95,22 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 920 | 294 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 300 | 360,00 | 114 | 352,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 9 000 | 12,50 | 447 | 11,50 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 31 036 | 1 541 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 382 007 | 8,30 | 118 243 | 7,52 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 5 186 | 14,18 | 257 | 13,22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 923 | 23,74 | 393 | 22,81 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 124 825 | 3,63 | 6 196 | 2,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 268 757 | 168,23 | 13 341 | 166,29 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 037 | 200 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 19 112 | 0,01 | 949 | −0,73 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39 292 | 1 950 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 31 373 | 1 557 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5 052 | 251 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 34 634 | 52,69 | 1 719 | 51,59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 35 027 | 1,46 | 1 739 | 0,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 572 546 | 120,94 | 28 421 | 119,35 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 1 341 884 | 22,47 | 66 611 | 21,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 091 | 104 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 380 476 | 240,38 | 18 887 | 237,97 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 138 983 | 2,04 | 6 899 | 1,31 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 223 064 | 11 073 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 292 761 | 2,53 | 14 533 | 1,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 8 410 | 4,41 | 417 | 3,73 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 103 610 | 141,85 | 5 143 | 140,10 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 106 948 | 6,92 | 5 309 | 6,14 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 18 074 | 40,63 | 897 | 39,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 018 | 318,72 | 1 192 | 316,78 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 220 | 13,20 | 358 | 12,58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 390 | 19 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 2 726 103 | 7,68 | 135 324 | 6,90 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 509 | 1,00 | 75 | 0,00 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 21 398 | 32,23 | 1 062 | 31,27 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 4 042 | 201 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4 168 | 207 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4 578 | 227 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 14 495 | 29,87 | 716 | 30,71 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25 462 | 145,61 | 1 264 | 143,82 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 563 490 | 40,04 | 77 572 | 38,96 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 29 392 | 1 459 | ||||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 17 183 | 255,09 | 853 | 253,53 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 58 200 | 1,38 | 2 882 | 2,34 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 29 560 | 172,14 | 1 467 | 170,17 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 12 175 | 2,53 | 604 | 1,85 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 695 217 | 489,22 | 34 511 | 485,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 36 068 | 360,76 | 1 790 | 357,80 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 56 679 | 296,36 | 2 814 | 293,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 301 193 | 14 951 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 47 971 | 2 376 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 2 010 | 6,35 | 100 | 5,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 343 673 | 18,78 | 66 700 | 17,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 693 951 | 20,83 | 34 448 | 19,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 73 671 | 136,88 | 3 657 | 135,18 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 364 | 11,08 | 614 | 10,25 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 969 | 147 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 059 | 0,86 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 63 111 | 110,64 | 3 | 200,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 672 676 | 4,49 | 33 392 | 3,73 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 47 374 | 2 352 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 65 045 | 1 219,37 | 3 229 | 1 212,20 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28 136 | 363,37 | 1 397 | 360,73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 059 800 | 3,65 | 52 608 | 2,90 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 74 579 | 348,03 | 3 702 | 344,95 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 25 508 | 4,20 | 1 266 | 3,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 181 103 | 90,66 | 8 979 | 89,51 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 68 652 | 5,13 | 3 408 | 2,78 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 805 | 239 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 118 898 | 271,52 | 5 902 | 268,88 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 614 401 | 13,85 | 30 499 | 13,03 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 93 931 | 4 663 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 100 576 | 16,67 | 4 993 | 15,82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 899 154 | 42,87 | 94 037 | 41,49 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 9 084 | 0,90 | 451 | 0,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 50 | 2 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 76 314 | 71,14 | 3 766 | 68,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 816 | 338 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 897 843 | 2 438,29 | 44 569 | 2 420,81 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 409 288 | 14,90 | 20 317 | 14,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 751 | 102,32 | 732 | 101,10 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 4 850 | 0,89 | 241 | 0,00 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 4 950 | 10,02 | 246 | 9,38 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 25 553 | 16,86 | 1 268 | 16,01 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 20 000 | 993 | ||||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 16 647 | 826 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 68 938 | 1,26 | 3 422 | 1,12 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 674 571 | 4,00 | 33 486 | 3,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 027 582 | 6,31 | 150 289 | 5,54 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 29 353 | 1 457 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 740 | 698,17 | 86 | 760,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 123 371 | 0,22 | 6 124 | −0,49 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 500 | 25 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15 083 | 7,51 | 749 | 6,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 763 230 | 16,04 | 87 527 | 15,21 |
