Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard World Fund - Vanguard Mega Cap Value ETF inkluderar Praetorian Wealth Management, Inc., AllGen Financial Advisors, Inc., Kickstand Ventures, Llc., Arcadia Investment Advisors Llc, Gladwyn Financial Advisors, Inc., Fiduciary Alliance LLC, Mayfair Advisory Group, LLC, Simplicity Wealth,LLC, DMKC Advisory Services, LLC, BKA Wealth Consulting, Inc., Atomi Financial Group, Inc., Better Money Decisions, LLC, Antonelli Financial Advisors, LLC, VisionPoint Advisory Group, LLC, Jefferies Financial Group Inc., Keeler THomas Management LLC, Brown Financial Advisory, Harvest Investment Services, LLC, VeraBank, N.A., och IHT Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 293 | 39 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 87 658 | 29,24 | 11 560 | 32,30 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 645 | 97,66 | 609 | 117,50 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 190 | 25 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 073 | 797 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 40 883 | 32,45 | 5 364 | 34,88 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 189 | 4,57 | 943 | 6,55 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 5 082 | 6,16 | 678 | 9,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 21 551 | 28,96 | 2 828 | 31,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 206 | 62,27 | 8 427 | 67,34 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3 636 | 477 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 496 | 1 002 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7 663 | 2,31 | 1 005 | 4,15 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34 595 | 0,03 | 4 539 | 1,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 978 647 | 0,17 | 128 398 | 2,01 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 755 | 128,81 | 230 | 134,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41 225 | 26,99 | 5 409 | 29,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 100 | 950,00 | 276 | 1 000,00 | |||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 167 | 4,92 | 1 596 | 6,83 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 2 743 | 15,20 | 360 | 17,32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 652 | 14,22 | 1 266 | 16,36 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2 091 | 274 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 823 | 29,84 | 895 | 32,20 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4 158 | 207,32 | 546 | 213,22 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 297 | 38 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 855 215 | 29,30 | 112 204 | 31,67 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 746 | 10,45 | 1 016 | 12,51 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 48 616 | 1,47 | 6 378 | 3,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 145 427 | 0,63 | 19 080 | 2,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 189 | 0,46 | 287 | 2,50 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 14 841 | 5,52 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 203 743 | 0,29 | 26 731 | 2,13 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13 000 | 9,23 | 1 706 | 11,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 545 | 203 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 979 | 16 216,67 | 128 | −18,99 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 314 034 | 8,58 | 41 276 | 10,76 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 776 | 758 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 236 | 3,92 | 1 081 | 5,78 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 210 | 0,97 | 684 | 2,86 | ||||
| 2025-07-11 | 13F | Bell Bank | 3 923 | 1,82 | 515 | 3,63 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 10 098 | 5,12 | 1 325 | 7,47 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 23 869 | 4,29 | 3 132 | 6,21 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 75 450 | 0,20 | 9 899 | 2,04 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 363 074 | 2,73 | 47 635 | 4,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 556 | 189,39 | 2 172 | 194,71 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 2 266 | 6,54 | 297 | 8,39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 188 | 100,00 | 25 | 100,00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 20 155 | 0,17 | 2 644 | 2,01 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 41 834 | 26,53 | 5 390 | 24,92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 52 294 | 6 861 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 551 | 4,31 | 1 647 | 6,19 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 217 | 123,27 | 3 966 | 127,54 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 34 671 | 33,03 | 4 549 | 35,48 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 316 435 | 41 516 | ||||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5 186 | 9,50 | 680 | 11,48 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 910 | 251 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 564 | 2,21 | 2 698 | 4,13 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 904 | 2,44 | 643 | 4,38 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 162 | 49,79 | 1 989 | 52,53 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 1 011 | 133 | ||||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 168 124 | 1,59 | 22 058 | 3,45 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 729 | 3,82 | 752 | 5,77 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 265 | 9,92 | 560 | 12,02 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 6 804 | 1 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 78 059 | 4,49 | 10 412 | 8,19 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 125 779 | 0,18 | 16 502 | 2,02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 459 429 | 4,72 | 60 | 7,14 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 463 | 29,18 | 591 | 32,81 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 47 019 | 3,20 | 6 169 | 5,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 221 | 29 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 17 244 | 2 262 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87 981 | 93,59 | 11 543 | 97,15 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5 181 | 3,58 | 680 | 5,43 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 36 450 | 1,67 | 4 782 | 3,55 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 100 858 | 17,17 | 13 233 | 19,31 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 108 895 | 1,43 | 14 287 | 3,29 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 102 959 | 0,01 | 14 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4 720 | 2 095,35 | 619 | 2 192,59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283 770 | 0,47 | 37 231 | 2,31 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 37 775 | 96,20 | 4 956 | 99,84 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 163 716 | 2,91 | 21 590 | 5,33 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 69 474 | 52,69 | 9 115 | 55,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 743 113 | 2,50 | 228 634 | 4,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 059 983 | 5,91 | 401 470 | 7,85 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 245 | 29 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3 370 | 307,00 | 442 | 309,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 957 879 | 34,76 | 125 674 | 37,23 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2 610 | 36,29 | 342 | 39,02 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 107 | 1,02 | 1 064 | 2,80 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 187 | 418 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 38 572 | 0,52 | 5 061 | 2,35 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 13 827 | 2,03 | 1 814 | 3,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 182 180 | 2,55 | 1 991 902 | 4,43 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 589 | 685,33 | 77 | 755,56 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 107 168 | 4,43 | 14 060 | 6,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 326 378 | 5,73 | 42 821 | 7,66 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 117 739 | 19,91 | 15 | 25,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 906 | 7,95 | 381 | 10,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 057 | 9,99 | 795 | 11,99 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 324 804 | 1,86 | 43 | 2,44 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 27 869 | 142,55 | 3 656 | 147,03 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 242 | 14,92 | 294 | 17,13 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 138 | 18 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 26 263 | 3,06 | 3 451 | 4,26 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 40 621 | 18,49 | 5 330 | 20,65 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 53 127 | 1,19 | 6 970 | 3,05 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 44 | 6 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2 835 | 372 | ||||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 229 | 30 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 8 854 | 12,09 | 1 162 | 14,16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52 803 | 0,09 | 6 928 | 1,91 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 2 353 | 309 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 29 788 | 3,63 | 3 908 | 5,54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 730 | 3,41 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 225 025 | 67,23 | 29 523 | 70,30 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 20 941 | 3 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13 609 | 0,83 | 1 786 | 2,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 660 | 690,48 | 218 | 703,70 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 474 | 0,51 | 723 | 3,14 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 253 | 33 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 136 252 | 36,21 | 17 876 | 38,70 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 72 738 | 9 543 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 590 | 0,04 | 340 | 2,10 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3 147 | 11,52 | 413 | 14,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114 850 | 37,63 | 15 101 | 40,45 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 114 168 | 14 979 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 592 | 11,38 | 471 | 13,49 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 1 634 | 0,62 | 214 | 2,39 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 34 790 | 0,74 | 4 564 | 2,58 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 111 079 | 1,05 | 14 574 | 2,89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 881 650 | 23,73 | 115 672 | 25,99 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 819 | 88,13 | 499 | 90,80 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 51 615 | 28,60 | 6 772 | 30,94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34 611 | 2,40 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 147 240 | 493,06 | 19 318 | 504,03 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 24 084 | 47,19 | 3 160 | 49,86 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 157 | 10,83 | 1 201 | 12,88 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 926 | 0,52 | 253 | 2,44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 099 774 | 557,81 | 142 255 | 560,26 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 27 979 | 0,03 | 3 671 | 1,86 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 185 | 63,48 | 549 | 66,87 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 88 890 | 7,91 | 11 662 | 9,88 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 481 | 45,50 | 719 | 48,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 760 | 756 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 706 | 224 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 69 930 | 1,58 | 9 175 | 3,49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 507 | 10,34 | 329 | 15,90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29 747 | 0,70 | 3 903 | 2,55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24 857 | 0,60 | 3 261 | 5,67 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 14 668 | 27,14 | 1 924 | 29,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84 837 | 36,52 | 11 131 | 39,02 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 34 219 | 15,27 | 4 | 33,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 883 | 116 | ||||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 4 074 | 535 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 12 446 | 1 642 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 281 | 37 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 197 592 | 5,15 | 25 924 | 7,08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 265 | 11,85 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10 372 | 1 361 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 698 | 13,75 | 485 | 16,03 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 55 664 | 33,17 | 6 931 | 28,71 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2 668 | 350 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 519 | 129,45 | 1 643 | 133,90 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 191 343 | 0,55 | 25 104 | 2,39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 396 | 0,83 | 1 102 | 2,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 250 | 64,17 | 2 132 | 67,22 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12 223 | 194,32 | 1 604 | 199,63 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4 102 | 538 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 182 | 3,82 | 1 467 | 9,07 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 120 420 | 2,69 | 15 913 | 10,80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 102 710 | 0,69 | 13 488 | 2,53 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 062 | 140 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 234 | 1,82 | 293 | 3,90 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11 206 | 5,98 | 1 478 | 8,44 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 000 | 131 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35 000 | 106,77 | 4 592 | 110,64 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 8 820 | 1 163 | ||||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 1 960 | 0,20 | 257 | 3,63 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 43 725 | 1,70 | 5 737 | 3,56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 285 | 37 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36 915 | 1,34 | 4 925 | 10,53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 428 | 32,10 | 320 | 35,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 690 061 | 0,39 | 221 736 | 2,23 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 83 244 | 5,49 | 10 922 | 7,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 411 955 | 4,77 | 54 | 8,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 664 | 0,25 | 2 842 | 2,08 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 53 401 | 7 006 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15 656 | 13,65 | 2 073 | 21,81 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 21 202 | 13,62 | 2 782 | 15,68 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 1 819 | 239 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 937 | 254 | ||||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 3 076 | 404 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 248 | 58,98 | 164 | 61,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 549 | 24,54 | 1 646 | 26,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 510 051 | 188,24 | 66 919 | 193,53 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6 431 | 20,61 | 844 | 24,52 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 8 199 | 5,70 | 1 076 | 7,61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 20 077 | 13,95 | 2 634 | 16,04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 898 | 46,31 | 1 275 | 51,07 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2 034 | 16,36 | 267 | 18,22 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8 219 | 0,05 | 1 078 | 1,89 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 583 | 22,48 | 77 | 24,59 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 63 753 | 6,34 | 8 364 | 9,61 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 695 | 10,41 | 354 | 12,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27 832 | 3,24 | 3 652 | 5,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 853 | 0,78 | 1 424 | 2,60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | −45,14 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11 919 | 6,74 | 1 564 | 8,69 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 385 | 182 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 396 | 5,31 | 1 233 | 7,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 110 609 | 3,30 | 14 512 | 5,18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 384 642 | 7,85 | 575 265 | 9,83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135 528 | 8,65 | 17 783 | 10,65 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 21 143 | 28,85 | 2 774 | 31,17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 22 301 | 2 927 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 149 110 | 37,63 | 19 563 | 40,16 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 983 | 5,56 | 391 | 8,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 118 | 6,24 | 1 459 | 8,16 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 704 352 | 4,59 | 92 411 | 6,51 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 22 567 | 24,21 | 2 961 | 26,50 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 658 | 86 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3 370 | 307,00 | 442 | 316,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 063 | 4,96 | 533 | 7,03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 207 899 | 20,24 | 27 276 | 22,44 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 141 057 | 18 507 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 207 742 | 0,98 | 27 266 | 4,12 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 55 956 | 18,77 | 7 341 | 20,96 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 159 | 21 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 261 | 165 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 21 916 | 299,78 | 2 875 | 307,22 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 18 307 | 0,40 | 2 414 | 2,77 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 842 | 7,71 | 504 | 9,80 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 315 | 5,70 | 1 222 | 7,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 639 168 | 8,57 | 83 859 | 10,55 |
