Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund inkluderar ESG Planning, Crestmont Private Wealth LLC, Atlantic Union Bankshares Corp, Entrewealth, Llc, Paulson Wealth Management Inc., Abacus Planning Group, Inc., Perigon Wealth Management, LLC, Oak Wealth Advisors LLC, Mercer Global Advisors Inc /adv, Financial Designs Corp, Pure Financial Advisors, Inc., Clear Investment Research, Llc, Cambridge Capital Management, Llc, NWF Advisory Services Inc., Triad Wealth Partners, LLC, Atomi Financial Group, Inc., Bragg Financial Advisors, Inc, Beckerman Institutional, LLC, Prelude Capital Management, Llc, och Sovran Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 50 736 | 65,48 | 2 606 | 64,87 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 131 043 | 2,95 | 6 730 | 2,58 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 7 100 | 0,17 | 365 | −0,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 118 584 | 4,92 | 6 090 | 5,88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 975 | 204 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 89 984 | 52,45 | 4 622 | 51,91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 58 892 | 283,49 | 3 025 | 282,30 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7 932 | 407 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 075 | 41 400,00 | 107 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 770 | 3,73 | 759 | 3,27 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 46 496 | 7,96 | 2 388 | 7,57 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 47 373 | 0,75 | 2 433 | 0,41 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 687 | 12,06 | 291 | 11,49 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5 722 | 13,02 | 294 | 12,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 255 | 40,97 | 989 | 40,34 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 275 | 2,61 | 14 | 7,69 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 61 065 | 17,65 | 3 136 | 17,23 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 10 000 | 66,67 | 514 | 66,02 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 543 | 147,43 | 850 | 146,80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 095 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 605 833 | 33,90 | 31 116 | 33,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199 907 | 25,19 | 10 267 | 24,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15 517 | 27,79 | 797 | 27,56 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 28 965 | 14,89 | 1 488 | 14,47 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 298 047 | 291,71 | 15 242 | 293,65 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8 218 | 1,38 | 422 | 1,20 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 772 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 496 533 | 8,45 | 25 502 | 8,05 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 800 | 349 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 326 143 | 32,01 | 17 | 33,33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 32 186 | 0,72 | 1 653 | 0,85 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14 546 | 70,71 | 747 | 70,16 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 57 372 | 11,93 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 38 774 | 4,50 | 1 991 | 4,13 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 302 947 | 5,02 | 15 559 | 4,63 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 634 | 11,47 | 135 | 10,66 | ||||
| 2025-08-13 | 13F | ESG Planning | 200 221 | 10 283 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 168 753 | 2,76 | 8 667 | 2,39 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44 647 | 7,35 | 2 293 | 7,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 224 | 0,90 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 558 | 20,62 | 339 | 21,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 337 055 | 8,63 | 120 031 | 8,23 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 18 464 | 26,26 | 948 | 25,90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 365 | 128,05 | 327 | 127,97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 052 | 82,21 | 414 | 81,94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 129 175 | 871,24 | 6 634 | 868,47 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 20 585 | 162,40 | 1 057 | 161,63 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 49 214 | 44,75 | 2 528 | 44,24 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 11 361 | 584 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 704 476 | 21,09 | 87 542 | 20,64 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | 1 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 536 | 0,07 | 592 | −0,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103 739 | 26,27 | 5 328 | 25,81 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 159 876 | 52,78 | 8 197 | 51,05 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 315 353 | 4,10 | 16 197 | 3,71 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 21 685 | 41,33 | 1 114 | 40,89 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7 700 | 395 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13 991 | 719 | ||||||
| 2025-07-29 | 13F | Flagstone Financial Management | 108 159 | 17,31 | 5 555 | 16,90 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 192 730 | 13,97 | 9 899 | 13,55 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 862 | 5,56 | 815 | 5,17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 359 | 0,20 | 1 867 | −0,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 547 894 | 2,25 | 28 140 | 1,87 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14 016 | 0,62 | 720 | 0,14 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 43 112 | 0,29 | 2 214 | −0,05 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 13 658 | 9,54 | 701 | 10,22 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 100 831 | 27,47 | 5 179 | 27,01 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 163 348 | 34,85 | 8 389 | 34,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 128 | 11,73 | 469 | 11,16 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 7 367 | 378 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21 975 | 24,33 | 1 129 | 23,82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 74 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 809 | 14,39 | 504 | 13,80 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12 078 | 3,35 | 620 | 2,99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 124 000 | 526,26 | 6 369 | 524,31 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18 641 | 0,22 | 1 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 831 | 351 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 27 419 | 0,11 | 1 408 | −0,21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55 727 | 33,35 | 2 862 | 32,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143 504 | 0,39 | 7 370 | 0,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18 000 | 2,53 | 924 | 1,54 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 109 046 | 2,95 | 5 601 | 2,56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 4 673 | 0,82 | 240 | 0,84 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 35 291 | 21,46 | 1 819 | 21,02 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17 760 | 3,66 | 912 | 3,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 097 | 210 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 6 173 | 0 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 12 943 | 1,53 | 665 | 2,00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 141 748 | 8,38 | 7 280 | 7,98 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 19 621 | 20,86 | 1 008 | 20,45 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 77 938 | 210,23 | 4 003 | 209,03 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 393 | 0,87 | 72 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 235 | 46,10 | 577 | 45,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 404 | 2,00 | 2 640 | 1,66 | ||||
| 2025-08-14 | 13F | Comerica Bank | 20 855 | 1,52 | 1 071 | 1,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78 272 | 42,03 | 4 020 | 41,55 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4 554 | 7,53 | 234 | 6,88 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 17 710 | 14,07 | 910 | 13,63 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 433 980 | 0,33 | 22 289 | −0,04 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 242 | 218 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 58 892 | 423,30 | 3 025 | 421,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49 107 | 78,56 | 2 518 | 77,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 485 | 16,70 | 2 747 | 16,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 130 476 | 6 685,02 | 6 701 | 6 668,69 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 66 938 | 8,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 522 | 335 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 23 825 | 289,42 | 1 224 | 288,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 171 393 | 1 249,34 | 8 803 | 1 245,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 578 | 697 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 685 603 | 75,47 | 35 213 | 74,82 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17 551 | 901 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9 600 | 493 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 526 | 4,33 | 232 | 4,04 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4 309 | 6,90 | 221 | 7,32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 813 | 607 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 10 773 | 0,77 | 550 | −0,18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 82 387 | 468,97 | 4 231 | 467,16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 253 | 13 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33 586 | 7,06 | 1 725 | 6,62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 51 789 | 2 660 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 820 | 1 121 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 271 | 0,74 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 586 | 8,05 | 441 | 7,58 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14 415 | 15,53 | 740 | 15,09 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 429 | 0,43 | 228 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204 781 | 33,12 | 11 | 42,86 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 19 712 | 1 012 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 401 | 40,47 | 1 972 | 39,96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 129 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 549 012 | 12,49 | 79 557 | 12,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 419 015 | 27,64 | 21 521 | 27,17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 23 974 | 11,07 | 1 231 | 10,70 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 18 275 | 12,29 | 939 | 11,93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 314 | 1,70 | 222 | 1,38 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 13 306 | 11,01 | 683 | 10,70 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 219 449 | 94,17 | 11 271 | 93,44 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 98 474 | 3,46 | 5 058 | 3,08 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 67 810 | 3 483 | ||||||
| 2025-08-08 | 13F | Cercano Management LLC | 77 034 | 34,01 | 3 956 | 33,51 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55 564 | 74,53 | 2 854 | 73,86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 125 | 1,01 | 1 136 | 0,62 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 540 | 336 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 48 663 | 199,65 | 2 499 | 198,57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34 172 | 0,60 | 1 755 | 0,29 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 80 984 | 11,58 | 4 159 | 11,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70 137 | 7,04 | 3 602 | 6,66 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 41 202 | 27,64 | 2 116 | 27,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40 938 | 3,29 | 2 103 | 2,89 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5 531 | 0,18 | 284 | 0,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 382 | 183,57 | 122 | 183,72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 776 | 18,47 | 502 | 18,12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 250 424 | 125,63 | 12 862 | 124,80 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 180 996 | 9 296 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12 050 | 0,53 | 618 | 0,49 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6 532 | 9,95 | 335 | 9,48 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 183 | 4,51 | 61 | 3,45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17 139 | 74,71 | 880 | 74,26 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 117 368 | 87,21 | 6 028 | 86,57 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 17 900 | 15,11 | 919 | 14,73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 080 | 29 628,81 | 1 802 | 29 916,67 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5 615 | 288 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 839 | 128,44 | 300 | 128,24 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 85 364 | 2,41 | 4 384 | 2,02 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 399 | 332,44 | 379 | 330,68 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 745 | 346 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 543 | 34,15 | 285 | 33,33 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8 958 | 9,75 | 462 | 9,24 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 33 506 | 63,78 | 1 727 | 63,23 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 4 650 | 239 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 19 500 | 5,55 | 1 002 | 5,15 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 802 | 15,93 | 606 | 15,65 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 37 519 | 1 927 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 98 028 | 15,03 | 5 027 | 14,64 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 11 903 | 3,30 | 611 | 2,86 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 52 272 | 22,51 | 2 685 | 22,06 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 7 657 | 24,63 | 393 | 24,37 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 341 | 6,56 | 18 | 6,25 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10 020 | 515 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 985 | 51,60 | 408 | 50,55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 578 | 0,82 | 389 | 0,52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 230 592 | 18,85 | 11 843 | 18,42 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 34 560 | 0,73 | 1 775 | 0,34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 82 965 | 11,70 | 4 261 | 11,31 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46 404 | 12,14 | 2 383 | 11,72 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 503 | 26 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 16 700 | 3,16 | 858 | 2,76 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9 953 | 511 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 734 965 | 34,37 | 140 468 | 33,87 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 240 845 | 59,28 | 12 370 | 58,68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 177 | 3,13 | 112 | 2,78 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19 755 | 85,67 | 1 015 | 85,04 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 8 831 | 454 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 358 | 2,91 | 327 | 2,52 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 57 234 | 1,10 | 2 921 | 0,10 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 34 164 | 2,30 | 1 755 | 1,92 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 6 078 | 2,81 | 312 | 2,63 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36 891 | 1,17 | 1 895 | 0,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 295 223 | 18,09 | 15 163 | 17,65 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18 265 | 1,00 | 938 | 0,64 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 4 300 | 221 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4 336 | 222 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 67 285 | 3 456 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 623 | 1 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 57 654 | 9,81 | 2 961 | 9,02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57 054 | 125,69 | 2 930 | 124,87 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 89 065 | 0,27 | 4 574 | −0,09 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 36 003 | 268,39 | 1 849 | 267,59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 495 | 9,80 | 1 566 | 9,43 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18 994 | 976 |
