Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF inkluderar Hilton Capital Management, LLC, Savvy Advisors, Inc., HCYAX - HILTON TACTICAL INCOME FUND Investor Class, McCarthy & Cox, Duncan Williams Asset Management, LLC, Forefront Wealth Management Inc., RFG Advisory, LLC, Benjamin Edwards Inc, Future Financial Wealth Managment LLC, Chesley Taft & Associates LLC, Opal Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, Prevail Innovative Wealth Advisors, Llc, CoreCap Advisors, LLC, InTrack Investment Management Inc, Heritage Oak Wealth Advisors Llc, Wbh Advisory Inc, Ameriprise Financial Inc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 436 | 1 336,00 | 67 | 1 550,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 220 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 367 919 | 72,10 | 17 042 | 73,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 295 151 | 9,99 | 13 671 | 10,58 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8 432 | 1,42 | 391 | 1,83 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 13 009 | 94,48 | 603 | 95,45 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51 600 | 40,00 | 2 390 | 40,75 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 29 350 | 95,43 | 1 360 | 99,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29 572 | 13,44 | 1 370 | 14,08 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 54 936 | 14,89 | 2 545 | 15,53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 512 098 | 71,01 | 23 669 | 71,58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 330 | 62 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62 030 | 2 873 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 002 | 463 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 363 | 202 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 245 906 | 48,30 | 11 390 | 49,10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88 216 | 224,13 | 4 086 | 226,10 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 332 128 | 39,93 | 15 384 | 40,69 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 950 717 | 44 037 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155 606 | 22,99 | 7 187 | 23,66 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 454 947 | 0,94 | 21 073 | 1,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 850 626 | 35,19 | 317 321 | 35,92 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 32 313 | 29,89 | 1 496 | 30,66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7 528 | 349 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 42 358 | 1,45 | 1 962 | 1,98 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 729 | 126 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 623 | 29 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 40 201 | 1,05 | 1 862 | 1,64 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13 510 | 6,59 | 626 | 7,20 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 656 | 6,27 | 308 | 6,94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 102 471 | 17,18 | 4 746 | 17,83 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 21 974 | 33,02 | 1 013 | 35,97 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 87 289 | 6,54 | 4 043 | 7,13 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 108 866 | 26,30 | 5 043 | 26,97 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97 679 | 50,04 | 4 524 | 50,85 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 48 433 | 2 243 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 320 004 | 4,51 | 14 823 | 5,07 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 123 756 | 427,92 | 5 732 | 431,23 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 138 151 | 743,88 | 6 399 | 748,67 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10 260 | 475 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 164 650 | 15,69 | 100 267 | 16,32 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 58 097 | 2 691 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 153 576 | 4,03 | 7 114 | 4,59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 302 553 | 23,09 | 14 014 | 23,77 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4 650 | 215 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 107 391 | 4 974 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 025 387 | 15,17 | 47 496 | 15,80 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 341 625 | 4,57 | 15 824 | 5,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 695 517 | 24,84 | 124 856 | 25,52 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 23 099 | 39,75 | 1 064 | 41,11 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 453 068 | 13,73 | 20 986 | 14,35 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 125 936 | 89,63 | 5 833 | 90,68 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 748 430 | 47,66 | 34 667 | 48,47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 105 869 | 19,02 | 4 904 | 19,64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 904 | 551 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 805 538 | 18,92 | 176 273 | 19,57 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 108 506 | 0,10 | 5 026 | 0,66 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 61 710 | 6,82 | 2 858 | 7,40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 338 335 | 25,79 | 15 672 | 26,47 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 31 880 | 23,81 | 1 477 | 24,45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 822 056 | 13,20 | 84 434 | 13,81 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5 545 | 3,30 | 257 | 3,64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 4 742 | 220 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 199 408 | 1,83 | 9 237 | 2,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 109 | 561 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 17 889 | 52,99 | 829 | 53,90 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 11 503 | 533 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 414 | 28,95 | 2 382 | 29,68 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 27 859 | 1 290 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 86 482 | 1,46 | 3 995 | 1,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51 573 | 618,59 | 2 389 | 623,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437 512 | 241,64 | 20 266 | 243,53 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6 421 | 15,46 | 297 | 15,63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 642 | 26,40 | 76 | 28,81 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 801 | 221 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 393 616 | 4,22 | 18 150 | 4,30 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 527 | 256 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243 851 | 148,00 | 11 295 | 149,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 269 | 228,69 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 480 | 1 227 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14 092 | 118,38 | 653 | 119,53 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6 210 | 288 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 219 883 | 5,32 | 10 | 11,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33 417 | 1 540 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 141 | 238 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31 577 | 25,98 | 1 463 | 26,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149 989 | 13,89 | 6 948 | 14,52 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 996 058 | 1,11 | 46 137 | 1,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 155 143 | 0,97 | 7 189 | 1,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 115 004 | 72,92 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 370 | 0,47 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 28 796 | 52,70 | 1 334 | 53,57 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 68 532 | 314,69 | 3 174 | 317,08 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 141 | 7 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 99 192 | 1,63 | 4 595 | 2,18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5 245 | 243 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 225 | −2,61 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 242 | 39,83 | 1 308 | 40,65 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29 478 | 174,34 | 1 365 | 175,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380 325 | 21,99 | 18 | 21,43 | ||||
| 2025-07-16 | 13F | Novem Group | 4 511 | 209 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 94 659 | 0,91 | 4 385 | 1,46 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 562 436 | 3,98 | 26 052 | 5,30 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 94 659 | 4 385 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 26 751 | 14,01 | 1 239 | 14,72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 218 | 5,72 | 381 | 6,15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2 205 824 | 1,06 | 102 174 | 1,61 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 50 404 | 9,71 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 831 895 | 2,48 | 38 533 | 3,03 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 29 664 | 1 374 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 103 064 | 4,81 | 4 774 | 5,36 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 5 933 | 275 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 29 903 | 18,25 | 1 385 | 18,99 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 160 511 | 7,33 | 7 435 | 7,91 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6 551 | 303 | ||||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 43 197 | 21,81 | 2 001 | 22,47 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 10 854 | 86,30 | 503 | 87,31 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 851 022 | 3,14 | 39 419 | 3,70 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38 217 | 36,77 | 1 770 | 37,53 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 489 979 | 3,24 | 22 696 | 3,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 259 | 1 031 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 48 625 | 1,84 | 2 252 | 2,41 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18 985 | 879 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 757 302 | 31,17 | 81 398 | 31,88 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 12 685 | 518 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 820 | 84 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 993 | 41,60 | 3 752 | 42,35 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15 854 | 730 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 30 459 | 96,79 | 1 411 | 97,76 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 32 786 | 3,08 | 1 519 | 3,62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49 083 | 920,44 | 2 274 | 928,51 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19 988 | 926 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 502 695 | 7,36 | 23 285 | 7,94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 414 021 | 19,22 | 19 177 | 19,87 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 174 703 | 7,15 | 8 | 14,29 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 63 260 | 2 930 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29 976 | 55,08 | 1 388 | 55,96 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 715 190 | 6,18 | 33 128 | 6,75 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6 180 | 286 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 969 | 276 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 175 032 | 11,57 | 8 107 | 12,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 649 | 223,22 | 771 | 225,32 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22 033 | 348,92 | 1 021 | 351,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 44 737 | 3,59 | 2 072 | 4,17 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 108 925 | 5 014 | ||||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 64 685 | 2 996 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 120 634 | 16,10 | 5 588 | 16,71 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 22 057 | 1 022 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 025 | 47 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 16 844 | 780 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 39 459 | 25,12 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 53 534 | 17,57 | 2 480 | 19,35 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 98 696 | 6,82 | 4 572 | 7,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 985 518 | 125,39 | 45 649 | 126,61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9 548 | 3,12 | 442 | 3,76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20 711 | 959 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 14 270 | 6,26 | 661 | 6,80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 784 | 361 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 764 | 1,46 | 35 | 2,94 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48 110 | 0,95 | 2 228 | 1,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 609 | 167 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 986 436 | 1,26 | 92 012 | 1,81 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4 750 | 220 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9 606 | 15,65 | 444 | 15,97 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 36 996 | 30,35 | 1 714 | 31,06 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 866 | 9,94 | 3 005 | 10,52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 157 552 | 7 298 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 131 443 | 0,17 | 6 088 | 0,71 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 12 772 | 0,34 | 592 | 0,85 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 170 545 | 2 517,73 | 7 900 | 2 533,00 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 297 192 | 38,17 | 13 766 | 38,91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29 037 | 1 345 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5 275 | 244 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 656 341 | 3,56 | 30 402 | 4,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150 868 | 12,14 | 6 988 | 12,75 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 4 837 | 3,09 | 224 | 3,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 405 877 | 82,89 | 18 800 | 83,90 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7 795 | 37,14 | 361 | 38,31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 094 | 745 | ||||||
| 2025-08-08 | 13F | Creative Planning | 12 187 | 8,44 | 564 | 9,09 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 79 | 4 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7 166 | 23,42 | 332 | 23,97 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 141 638 | 6,19 | 6 561 | 6,77 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 401 152 | 1,41 | 18 581 | 1,96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 482 877 | 12,11 | 22 367 | 12,72 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 341 851 | 7,16 | 15 835 | 7,74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 402 | 62,46 | 64 | 61,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 78 944 | 128,00 | 3 653 | 129,25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 517 157 | 9,30 | 23 955 | 9,90 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 809 | 37 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 215 267 | 23,19 | 9 971 | 23,86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 287 | 245 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 598 821 | 83,36 | 74 057 | 84,35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25 415 | 9,22 | 1 177 | 9,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 192 | 174,97 | 565 | 176,47 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 262 258 | 6,07 | 12 148 | 6,38 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 108 927 | 6,69 | 5 046 | 7,27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 210 220 | 28,53 | 148 697 | 29,23 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 606 | 121 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 985 | 972 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 189 510 | 1,74 | 8 778 | 2,31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29 247 | 1 355 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 79 964 | 67,93 | 3 704 | 68,86 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 482 | 43,88 | 69 | 44,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 285 | 5,84 | 708 | 6,47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 999 | 324 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 111 041 | 200,73 | 5 143 | 202,35 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 60 339 | 0,96 | 2 795 | 1,49 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 096 120 | 49,21 | 50 772 | 50,02 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6 318 | 1 108,03 | 293 | 1 116,67 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 24 766 | 2,25 | 1 147 | 2,87 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 12 837 | 591 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 996 | 278 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 90 738 | 18,88 | 4 203 | 19,51 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 137 697 | 2,85 | 6 378 | 3,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 125 414 | 329,34 | 5 809 | 331,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208 092 | 0,10 | 9 586 | 0,09 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 222 272 | 32,76 | 10 296 | 33,48 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 215 | 3,33 | 288 | 3,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 710 909 | 21,11 | 32 929 | 21,77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 62 008 | 2 872 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31 267 | 32,68 | 1 448 | 33,46 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 287 787 | 3,16 | 13 330 | 3,82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 893 | 3,00 | 41 | 5,13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 107 738 | 222,40 | 4 990 | 224,24 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 127 432 | 166,68 | 6 | 150,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 52 055 | 30,52 | 2 411 | 31,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 495 664 | 1 268,03 | 22 959 | 1 275,61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112 665 | 12,68 | 5 219 | 13,29 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 566 | 46,78 | 767 | 47,78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 941 | 218,64 | 692 | 220,37 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 101 567 | 28,43 | 4 705 | 29,12 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17 529 | 3,23 | 812 | 3,71 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 28 997 | 1 343 |
