Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck Morningstar Wide Moat ETF inkluderar GGM Financials LLC, XY Planning Network, Inc., Tactive Advisors, LLC, MFUL - Mindful Conservative ETF, Tradewinds, LLC., Strategic Family Wealth Counselors, L.L.C., Schechter Investment Advisors, LLC, Pure Financial Advisors, Inc., First International Bank of Israel Ltd., Old National Bancorp /in/, Winthrop Advisory Group LLC, Roman Butler Fullerton & Co, GenTrust, LLC, Cambria Investment Management, L.P., Rakuten Investment Management, Inc., ENDW - Cambria Endowment Style ETF, Millstone Evans Group, LLC, Exchange Traded Concepts, Llc, Garde Capital, Inc., och Family Legacy Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11 189 | 14 818,67 | 1 049 | 17 383,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 918 | 274 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59 441 | 129,51 | 5 575 | 144,58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 327 | 483,93 | 31 | 650,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | 116,67 | 61 | 130,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 993 184 | 12,51 | 93 012 | 20,15 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 35 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33 327 | 3 126 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 161 073 | 0,91 | 14 174 | −4,23 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 175 | 279 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 111 627 | 0,24 | 9 823 | −4,87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79 633 | 556,44 | 7 469 | 599,91 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 168 | 16 | ||||||
| 2025-08-01 | 13F | Mendel Money Management | 13 504 | 0,56 | 1 267 | 7,20 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 185 | 35,19 | 299 | 44,44 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 107 | 7,62 | 2 261 | 14,66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 314 | 1,74 | 498 | 8,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35 443 | 1,54 | 3 324 | 2,72 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3 001 | 57,86 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 616 184 | 2,09 | 57 792 | 8,80 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 20 409 | 1,62 | 1 914 | 8,32 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 352 | 50,99 | 596 | 60,81 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 20 812 | 3,38 | 1 952 | 10,16 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 905 | 12,42 | 85 | 20,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 84 532 | 108,72 | 7 928 | 122,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 83 652 | 1,86 | 8 113 | 15,36 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 160 205 | 252,75 | 15 026 | 276,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3 022 | 283 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 34 774 | 0,92 | 3 261 | 7,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 997 | 61,07 | 750 | 72,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30 197 | 2,40 | 2 832 | 9,13 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 342 | 7,50 | 407 | 14,65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 652 | 249 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 53 883 | 7,04 | 5 054 | 14,09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 494 | 11,71 | 1 641 | 36,89 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 200 | 218 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 838 | 79 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 17 922 | 15,80 | 1 681 | 23,44 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 2 200 | 206 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5 824 | 546 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49 401 | 2,46 | 4 633 | 9,19 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2 179 | 204 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 70 636 | 1,17 | 6 625 | 7,83 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 23 063 | 1,41 | 2 163 | 8,10 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 179 814 | 10,86 | 16 865 | 18,14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 61 | 6 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5 922 | 0,44 | 555 | 7,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 441 | 2,67 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 6 949 | 14,80 | 652 | 22,37 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 436 493 | 6,60 | 40 939 | 13,61 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 184 | 2,80 | 486 | 9,71 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 067 | 100 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 322 | 71,44 | 405 | 83,26 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 168 555 | 0,94 | 15 809 | 7,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26 539 | 12,83 | 2 489 | 20,30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 771 | 41,14 | 1 104 | 50,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 291 184 | 310,88 | 27 310 | 337,94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 12 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 346 | 11,34 | 2 471 | 18,64 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23 652 | 22,61 | 2 218 | 30,70 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15 690 | 0,59 | 1 472 | 7,22 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 69 511 | 8,47 | 5 983 | −2,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175 756 | 1,77 | 16 484 | 8,47 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10 784 | 1 011 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 162 111 | 1,09 | 15 204 | 7,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 182 535 | 34,20 | 17 | 30,77 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 56 045 | 19,06 | 5 256 | 26,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 715 951 | 9,57 | 67 149 | 16,78 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27 426 | 0,10 | 2 572 | 6,72 | ||||
| 2025-07-31 | 13F | United Community Bank | 15 600 | 0,16 | 1 463 | 6,79 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 94 836 | 249,09 | 8 895 | 272,60 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 524 | 137 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 093 | 103 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 63 834 | 3,71 | 5 987 | 10,52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 209 343 | 0,49 | 19 634 | 7,10 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13 660 | 121,90 | 1 281 | 136,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2 223 | 208 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2 411 | 33,13 | 209 | 28,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 316 538 | 8,02 | 29 688 | 15,13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 375 034 | 0,55 | 35 174 | 7,16 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 13 697 | 2,85 | 1 285 | 9,65 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 039 | 97 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 14 679 | 1 292 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65 807 | 54,99 | 6 172 | 65,20 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 302 | 28 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 460 995 | 31,83 | 43 237 | 40,51 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30 491 | 445,26 | 2 860 | 481,10 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53 868 | 1 645,56 | 5 052 | 1 771,11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 254 | 1,19 | 493 | 7,89 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 795 | 75 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34 696 | 3 254 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 166 709 | 10,86 | 15 636 | 18,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 20 657 | 24,69 | 1 937 | 32,94 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 57 131 | 0,45 | 5 358 | 7,07 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 376 | 2,75 | 973 | 9,57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 7 724 | 61,96 | 724 | 72,79 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 81 | 113,16 | 8 | 133,33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 12 208 | 2 990,63 | 1 145 | −42,25 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 361 | 32 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 357 975 | 1,76 | 33 575 | 8,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 990 | 4,51 | 280 | 5,66 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 45 889 | 4,90 | 4 304 | 11,80 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20 958 | 6,61 | 1 966 | 13,58 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 2 896 | 267 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1 928 | 169 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 14 890 | 0,06 | 1 397 | 6,65 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47 978 | 6,71 | 4 500 | 13,73 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 81 322 | 0,55 | 7 877 | 10,68 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5 435 | 0,74 | 478 | −4,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 161 062 | 62,63 | 15 106 | 73,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 123 | 153,02 | 2 638 | 169,63 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 095 | 0,39 | 478 | 6,95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57,14 | 69 | 68,29 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 585 101 | 1,21 | 54 877 | 7,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 382 924 | 25,53 | 129 704 | 33,79 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8 094 | 4,12 | 759 | 10,96 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 38 604 | 6,14 | 3 621 | 13,13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 795 | 14,97 | 356 | 22,41 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 431 | 22,79 | 40 | 33,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98 086 | 0,60 | 9 199 | 7,25 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5 063 | 6,23 | 475 | 13,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 526 | 12,81 | 2 582 | 13,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 196 | 74,45 | 675 | 85,67 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 14 146 | 17,68 | 1 327 | 25,45 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 757 | 13 685,00 | 259 | 25 700,00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 267 876 | 25 124 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 7 275 | 15,11 | 721 | 34,08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 247 757 | 560,88 | 23 237 | 604,36 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 7 967 | 17,73 | 747 | 25,55 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 65 430 | 583,41 | 2 837 | 236,82 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 153 | 202 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 163 530 | 2,23 | 15 337 | 8,96 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 375 332 | 2,37 | 35 202 | 9,11 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 642 | 1,14 | 623 | 7,80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 188 | 18 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42 153 | 63,02 | 3 954 | 64,91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 253 | 24,26 | 305 | 32,61 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 344 | 269,72 | 220 | 298,18 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 99 780 | 21,98 | 9 358 | 30,01 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 27 942 | 5,41 | 2 621 | 12,35 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24 708 | 0,28 | 2 317 | 6,87 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 123 670 | 5,19 | 11 979 | 15,77 | ||||
| 2025-08-12 | 13F | Bokf, Na | 93 | 9 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 360 | 34 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 387 | 30,97 | 328 | 44,05 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 362 | 1,51 | 409 | 8,20 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20 958 | 6,61 | 1 966 | 13,58 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 27 886 | 0,07 | 2 615 | 6,65 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56 481 | 14,43 | 5 297 | 21,97 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97 525 | 51,06 | 9 147 | 60,99 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 105 170 | 1,61 | 9 864 | 8,30 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8 560 | 68,04 | 803 | 101,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 210 | 2,37 | 113 | 8,65 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 11 245 | 14,16 | 1 055 | 21,71 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 333 | 29 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 11 671 | 3,70 | 1 095 | 10,51 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 318 291 | 6,33 | 29 853 | 13,33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 24 220 | 0,90 | 2 272 | 7,53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 796 | 262 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5 105 | 2,10 | 479 | 8,64 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 154 250 | 6,86 | 14 467 | 13,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 706 | 22,74 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24 375 | 0,62 | 2 286 | 7,27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29 611 | 89,16 | 2 777 | 102,41 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 33 795 | 7,03 | 3 170 | 14,07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 597 | 6,33 | 337 | 13,47 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 56 872 | 2,68 | 5 334 | 9,42 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13 736 | 1,36 | 1 288 | 8,05 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 308 | 7,97 | 498 | 15,05 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 209 | 207 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 587 865 | 5,08 | 55 136 | 11,99 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4 472 | 0,45 | 419 | 7,16 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 584 | 0,50 | 347 | 10,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 812 | 76 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 584 | 55 | ||||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 196 647 | 1,55 | 18 444 | 8,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 275 | 26 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 385 | 142,78 | 599 | 158,87 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 240 | 59,46 | 398 | 70,39 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 364 | 222 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 829 | 265 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 303 887 | 1,61 | 28 502 | 8,29 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 323 | 30 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 849 | 0,01 | 1 393 | 6,58 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39 615 | 6,88 | 3 715 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 180 565 | 1,13 | 16 935 | 7,78 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13 737 | 9,63 | 1 288 | 16,88 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 122 | 11 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 256 | 312,10 | 1 431 | 340,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 89 774 | 1,80 | 8 420 | 8,49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 493 | 37,80 | 609 | 47,10 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 566 | 428 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 67 359 | 2,86 | 6 318 | 9,61 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 46 840 | 2,60 | 4 393 | 9,36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21 778 | 1,68 | 2 043 | 8,39 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 250 | 211 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 77 770 | 11,88 | 7 | 16,67 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 131 937 | 5,26 | 12 374 | 12,18 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 658 546 | 6,42 | 61 765 | 13,42 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 46 712 | 19,17 | 4 381 | 27,02 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 261 | 21,41 | 306 | 29,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40 598 | 3 808 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205 235 | 7,74 | 19 249 | 14,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | 134,38 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 52 012 | 15,27 | 4 878 | 22,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15 400 | 285,00 | 1 444 | 310,23 | |||
| 2025-07-17 | 13F | XML Financial, LLC | 43 221 | 4,48 | 4 054 | 11,35 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38 981 | 10,37 | 3 656 | 17,63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 227 611 | 1,55 | 21 348 | 8,23 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 049 | 7,98 | 567 | 15,24 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 96 121 | 0,24 | 9 015 | 6,84 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 2 079 163 | 14,90 | 195 005 | 22,46 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 40 145 | 0,48 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 542 | 18,22 | 332 | 26,24 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 126 752 | 2,68 | 11 888 | 9,45 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132 | 12 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 467 | 10,84 | 325 | 18,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 55 194 | 4,73 | 5 177 | 11,62 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 890 | 83 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 547 529 | 1,95 | 51 353 | 8,65 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 312 899 | 84,34 | 29 347 | 96,47 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 5 542 | 136,23 | 520 | 151,94 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6 690 | 627 |
