Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF inkluderar Two Sigma Investments, Lp, Members Advisory Group LLC, Columbus Macro, LLC, Baird Financial Group, Inc., RWM Asset Management, LLC, Gibbs Wealth Management, Financial Futures Ltd Liability Co., Beacon Pointe Advisors, LLC, Foster Group, Inc., Fortis Group Advisors, LLC, Optivise Advisory Services LLC, Altman Advisors, Inc., Helen Stephens Group, LLC, Skyline Advisors, Inc., StoneX Group Inc., Good Life Advisors, LLC, Jamison Private Wealth Management, Inc., Wade Financial Advisory, Inc, Scott Marsh Financial, LLC, och Cable Hill Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 488 | 20,49 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 80 201 | 13,97 | 4 816 | 21,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 777 | 11,76 | 107 | 19,10 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 813 | 229 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 70 810 | 1,49 | 4 252 | 7,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 325 435 | 29,59 | 79 592 | 37,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 128 810 | 3,90 | 7 735 | 10,50 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 80 942 | 9,80 | 4 861 | 16,74 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 108 657 | 5,72 | 6 525 | 12,42 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6 480 | 4,92 | 389 | 11,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 112 | 55,56 | 7 | 50,00 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 51 108 | 20,73 | 3 069 | 28,41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 90 636 | 1,03 | 5 443 | 7,42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 350 961 | 3,19 | 21 075 | 9,73 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3 495 | 210 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 55 545 | 7,75 | 3 405 | 19,06 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 208 269 | 199,62 | 12 507 | 218,62 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 920 | 55 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 27 279 | 0,33 | 1 638 | 6,71 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16 573 | 11,20 | 995 | 18,31 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4 037 | 3,94 | 242 | 10,50 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6 133 | 0,02 | 368 | 6,36 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 117 713 | 77,69 | 7 069 | 88,98 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 131 699 | 7 909 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 46 744 | 2 807 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 696 | 12,52 | 402 | 19,64 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 236 500 | 14 202 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 121 168 | 19,30 | 7 276 | 26,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 84 828 | 12,72 | 5 094 | 19,86 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 039 | 2,52 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 369 | 84 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 42 529 | 12,24 | 2 554 | 19,35 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 29 036 | 0,30 | 1 744 | 6,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 542 | 93 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 501 136 | 2,25 | 330 343 | 8,73 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 43 069 | 7,22 | 2 586 | 14,02 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 44 715 | 5,38 | 2 685 | 12,06 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 371 923 | 5,51 | 82 384 | 12,20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 141 265 | 0,27 | 8 483 | 6,62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 344 | 41,42 | 501 | 50,45 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 215 970 | 0,57 | 12 969 | 6,95 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 755 | 0,40 | 45 | 7,14 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5 156 | 308 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 9 101 | 547 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 268 | 136 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 832 | 3,96 | 230 | 10,58 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 324 598 | 8,52 | 19 492 | 15,41 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 24 656 | 0,37 | 1 481 | 6,71 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 26 109 | 23,69 | 1 568 | 31,46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 77 095 | 286,93 | 4 630 | 311,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 273 679 | 18,81 | 16 434 | 26,35 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 12 | ||||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 582 403 | 8,75 | 34 973 | 15,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 414 122 | 1,94 | 84 918 | 8,40 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 9 524 | 26,45 | 572 | 34,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35 642 | 6,27 | 2 140 | 13,05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 886 | 16,17 | 233 | 23,94 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 32 319 | 0,41 | 1 941 | 11,17 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 558 731 | 56,89 | 33 552 | 66,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 28 700 | 1 723 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 297 | 3,12 | 258 | 8,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 388 | 40,24 | 504 | 49,26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 18 522 | 1,40 | 1 112 | 7,86 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 14 467 | 4,88 | 869 | 11,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 173 | 611 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 57 366 | 10,48 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 641 311 | 1,40 | 38 511 | 7,83 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3 836 | 230 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 130 | 36,84 | 8 | 40,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 117 616 | 20,91 | 67 116 | 28,58 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 143 344 | 1,60 | 8 608 | 8,03 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 6 824 | 410 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 113 355 | 49,36 | 7 | 50,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 27 633 | 13,82 | 1 659 | 21,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 250 701 | 99,95 | 15 055 | 112,63 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 41 | 10,81 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 93 542 | 0,91 | 5 617 | 7,32 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 483 371 | 3,26 | 29 026 | 9,81 | ||||
| 2025-08-20 | 13F | Saratoga Research & Investment Management | 18 382 | 223,68 | 1 104 | 244,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 38 304 | 3,16 | 2 315 | 10,45 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 50 843 | 9,34 | 2 871 | 7,85 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 24 710 | 1 494 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 395 118 | 45,91 | 24 | 53,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 271 | 312,26 | 256 | 341,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 250 | 19,16 | 75 | 27,12 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 147 032 | 5,26 | 8 829 | 11,94 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 368 | 202 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 367 802 | 31,22 | 22 087 | 39,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 664 522 | 18,89 | 39 905 | 26,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224 950 | 30,54 | 13 509 | 38,83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 362 | 9,21 | 622 | 16,26 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 340 484 | 2,01 | 20 446 | 8,48 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 8 511 | 0,13 | 511 | 6,68 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 116 353 | 2 715,22 | 6 987 | 2 898,71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43 845 | 10,03 | 2 633 | 16,98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 17 677 | 1 062 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 8 360 | 502 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 215 786 | 13 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 525 | 12,77 | 1 953 | 19,96 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26 244 | 20,24 | 1 576 | 27,84 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 20 102 | 1,11 | 1 207 | 7,58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 425 105 | 2,39 | 25 528 | 8,88 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 138 262 | 1,16 | 8 357 | 12,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 794 053 | 23,32 | 48 | 30,56 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 21 461 | 12,24 | 1 289 | 19,37 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 126 177 | 18,48 | 7 577 | 25,99 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 38 438 | 2 308 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 671 830 | 2,81 | 40 343 | 9,33 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18 254 | 92,80 | 1 096 | 105,24 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 139 | 249 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 186 486 | 2,01 | 11 198 | 8,48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0,64 | 19 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 32 823 | 34,50 | 1 971 | 43,03 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 143 550 | 14,25 | 8 620 | 21,49 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 6 191 | 0,29 | 372 | 6,61 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 236 721 | 11,79 | 14 215 | 18,88 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 3 700 | 222 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97 370 | 1,90 | 5 847 | 8,38 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 026 359 | 2,69 | 121 683 | 9,20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 73 403 | 4 408 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 13 904 | 835 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 33 876 | 97,30 | 2 034 | 109,91 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 265 388 | 12,64 | 15 937 | 19,77 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 114 706 | 4,03 | 6 888 | 10,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 157 744 | 204,65 | 9 473 | 224,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 729 803 | 23,18 | 163 925 | 30,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 81 620 | 4 901 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 661 | 221 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 60 052 | 3,39 | 3 606 | 9,94 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4 346 | 261 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 148 426 | 3,11 | 8 913 | 9,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 339 | 15,36 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 42 815 | 0,14 | 2 571 | 6,50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 154 494 | 5,29 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 324 328 | 0,06 | 19 476 | 6,40 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 101 912 | 6 120 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 30 202 | 1 814 | ||||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 245 809 | 1,92 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 8 583 | 4,67 | 515 | 11,23 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 523 325 | 181,21 | 31 426 | 199,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 24 036 | 24,84 | 1 443 | 32,75 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 796 | 0 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 18 785 | 0,97 | 1 128 | 7,43 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 459 | 0,01 | 1 829 | 6,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 889 | 0,28 | 234 | 6,88 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 83 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 054 | 1 782,14 | 63 | 1 966,67 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3 380 | 203 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 45 991 | 3,82 | 2 762 | 12,19 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 20 592 | 1 237 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 970 | 178 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 25 420 | 13,98 | 1 513 | 20,10 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 253 334 | 703,55 | 15 213 | 754,61 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 140 256 | 7,37 | 8 422 | 14,18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 906 | 26,54 | 54 | 35,00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 8 295 | 0,81 | 498 | 7,33 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12 849 | 4,74 | 772 | 11,42 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 90 042 | 5 407 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 119 632 | 1,70 | 7 184 | 8,15 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 478 203 | 4,71 | 29 094 | 12,81 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 704 042 | 7,63 | 42 278 | 14,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4 626 | 0,15 | 278 | 6,54 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5 230 | 2,55 | 314 | 9,41 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 64 621 | 2,42 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 59 110 | 7,49 | 3 550 | 14,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 47 507 | 47,19 | 2 853 | 56,53 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 39 653 | 2,19 | 2 | 0,00 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 4 335 | 243 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 940 | 840,00 | 56 | 1 020,00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 131 806 | 1,78 | 7 915 | 8,23 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 554 | 0,36 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 58 926 | 3 539 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 17 755 | 1 066 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 610 579 | 23,77 | 36 665 | 31,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 524 504 | 35,35 | 31 496 | 43,94 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3 982 | 0,13 | 239 | 6,70 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 206 | 11,35 | 12 | 20,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 747 541 | 2,33 | 44 890 | 8,82 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 16 453 | 990 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 692 | 642 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 5 918 | 0,29 | 355 | 6,61 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 6 364 | 359 | ||||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 3 604 | 0,28 | 216 | 6,93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 253 | 20,13 | 75 | 29,31 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 471 318 | 0,05 | 28 303 | 6,39 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 418 | 4,19 | 385 | 10,95 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 81 602 | 13,03 | 4 900 | 18,53 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 606 | 0,33 | 36 | 5,88 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 9 684 | 11,79 | 582 | 18,81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9 185 | 44,53 | 552 | 53,91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 414 144 | 11,14 | 24 869 | 18,19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 64 975 | 2,91 | 3 902 | 9,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 844 | 26,78 | 471 | 34,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 41 746 | 16,35 | 2 507 | 23,69 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 116 510 | 3,52 | 6 996 | 10,09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10 704 | 34,17 | 643 | 42,67 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 67 262 | 3,15 | 4 039 | 9,70 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 800 | 588 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 301 | 27,06 | 559 | 35,11 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 16 183 | 3,42 | 972 | 9,97 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 967 | 204,09 | 59 | 222,22 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 239 | 14 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 444 | 1 629,18 | 267 | 1 800,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 205 579 | 67,81 | 12 267 | 78,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339 777 | 46,34 | 20 404 | 55,62 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 229 690 | 15,97 | 13 793 | 23,32 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 392 434 | 9,79 | 23 887 | 17,99 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 403 621 | 4,51 | 24 237 | 11,13 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 311 538 | 4,68 | 18 708 | 11,31 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 39 149 | 5,70 | 2 351 | 12,39 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 711 715 | 8,63 | 162 839 | 15,52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 382 025 | 14,67 | 503 341 | 21,94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 752 280 | 7,11 | 105 224 | 13,90 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 343 | 21 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 178 914 | 25,14 | 10 744 | 33,07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 420 | 25 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 3 432 | 206 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 10 953 | 658 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8 721 | 49,18 | 1 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 501 | 210 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 702 894 | 11,41 | 42 764 | 20,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 199 007 | 7,61 | 11 950 | 14,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46 989 | 5,10 | 2 822 | 11,77 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 169 347 | 9,85 | 10 169 | 16,82 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 17 423 | 26,96 | 1 046 | 35,14 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1 356 613 | 0,08 | 81 465 | 6,42 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 189 710 | 5,96 | 11 392 | 12,68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 701 245 | 5,08 | 42 110 | 11,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 589 457 | 4,59 | 275 597 | 11,22 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 19 367 | 0,43 | 1 163 | 6,80 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4 263 | 5,65 | 256 | 12,78 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 9 218 | 32,48 | 554 | 41,07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 98 479 | 11,78 | 5 914 | 18,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 448 388 | 23,07 | 86 976 | 30,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 137 | 32,08 | 549 | 40,51 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59 798 | 94,88 | 3 591 | 107,27 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 376 | 0,66 | 323 | 6,98 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 21 175 | 0,68 | 1 272 | 7,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 831 723 | 27,19 | 49 945 | 35,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 850 | 13,18 | 892 | 20,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 493 467 | 115,54 | 29 633 | 129,21 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 822 | 230 |
