Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF inkluderar Proficio Capital Partners LLC, BHILX - BHILL Fund Managed Account Completion Shares, Stenger Family Office, LLC, Kraft, Davis & Associates, LLC, RMR Wealth Builders, Mirae Asset Global Investments Co., Ltd., Secure Asset Management, LLC, Vista Investment Partners Ii, Llc, Aviso Financial Inc., Yukon Wealth Management, Inc., Quantinno Capital Management LP, Financial Futures Ltd Liability Co., Journey Advisory Group, LLC, WBIG - WBI BullBear Yield 3000 ETF, Brooks, Moore & Associates, Inc., Consolidated Portfolio Review Corp, Visionary Horizons, LLC, Shared Vision Wealth Group LLC, Allworth Financial LP, och QALTX - Quantified Alternative Investment Fund Investor Class Shares .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 9 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 124 | 0,81 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29 240 | 0,63 | 1 494 | 1,08 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16 461 | 17,84 | 839 | 18,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 217 951 | 22,57 | 11 137 | 23,13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 187 | 19,53 | 316 | 20,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 75 | 1,35 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 173 094 | 3,19 | 8 826 | 3,64 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 239 507 | 3,47 | 12 239 | 3,93 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9 342 | 67,45 | 477 | 68,55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 620 | 1 105 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6 070 | 310 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 165 | 149,94 | 519 | 151,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 146 131 | 17,32 | 7 467 | 17,85 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 44 694 | 323,04 | 2 280 | 325,98 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 636 | 237 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 451 | 0,42 | 74 | 1,37 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 107 | 210 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 12 114 | 9,09 | 619 | 9,75 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5 453 | 278 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 996 | 51 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 007 793 | 19,25 | 51 498 | 19,79 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 935 | 201 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 9 364 | 478 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 24 225 | 0,08 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 36 826 | 1 877 | ||||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 166 605 | 8 514 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 115 | 53,33 | 6 | 66,67 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 111 953 | 0,02 | 5 692 | 0,51 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10 093 | 516 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 34 473 | 1 762 | ||||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 364 871 | 23,79 | 18 645 | 24,34 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61 149 | 76,93 | 3 125 | 77,70 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 338 573 | 3,99 | 17 288 | 4,40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 599 | 11,27 | 82 | 10,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 814 067 | 15,54 | 42 | 17,14 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 54 935 | 1,90 | 2 807 | 2,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 521 | 90,76 | 487 | 92,09 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 11 | 1 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 178 965 | 26,58 | 9 145 | 27,16 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6 803 | 15,40 | 348 | 16,05 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 152 839 | 7,60 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 029 | 0,01 | 359 | 0,56 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5 135 | 1,99 | 262 | 2,34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 20 570 | 2,88 | 1 040 | 2,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 918 189 | 22,27 | 46 891 | 22,95 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23 215 | 24,71 | 1 186 | 25,37 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 436 | 1 004,88 | 278 | 1 008,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13 864 | 708 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 730 | 0,70 | 293 | 1,74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45 100 | 205,56 | 2 305 | 207,20 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 14 111 | 1,17 | 721 | 1,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 161 807 | 2,48 | 59 368 | 2,94 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 317 803 | 23,54 | 16 240 | 24,09 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 15 215 | 40,24 | 777 | 41,02 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 90 742 | 0,25 | 4 637 | 0,70 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 32 318 | 7,18 | 1 651 | 7,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 161 171 | 18,45 | 161 536 | 18,99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 159 995 | 42,83 | 8 176 | 43,47 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4 889 | 21,59 | 250 | 22,06 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 141 453 | 7 228 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 11 500 | 588 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 609 179 | 12,04 | 133 329 | 12,54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 529 | 231 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 22 007 | 2,18 | 1 125 | 2,65 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 93 013 | 67,61 | 4 753 | 68,39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 120 | 1,90 | 1 | |||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 7 575 | 387 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13 583 | 694 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 9 966 | 35,59 | 509 | 36,46 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42 198 | 208,19 | 2 156 | 209,77 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 7 068 | 33,74 | 359 | 33,96 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 1 704 | 92,11 | 87 | 93,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 627 | 206,42 | 236 | 210,53 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 21 683 | 1 108 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32 781 | 12,62 | 1 675 | 13,18 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 3 665 | 187 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 9 120 | 32,79 | 466 | 33,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 709 | 4,31 | 343 | 4,59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 978 | 31,47 | 1 174 | 32,06 | ||||
| 2025-07-16 | 13F | Novem Group | 14 239 | 9,47 | 728 | 9,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 648 156 | 178,69 | 33 121 | 179,97 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 25 117 | 55,39 | 1 283 | 56,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 653 | 391 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 001 | 48,34 | 153 | 50,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 25 370 | 5,84 | 1 296 | 6,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 000 | 256 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 21 782 | 5,31 | 1 113 | 5,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 216 337 | 238,48 | 11 055 | 240,02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 441 | 278 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 108 | 6 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 926 | 41,51 | 98 | 42,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 520 | 18,09 | 384 | 18,89 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12 179 | 54,97 | 622 | 55,89 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 452 | 585 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 213 723 | 0,15 | 11 | 0,00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 89 164 | 5,88 | 4 556 | 6,37 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 60 330 | 1,67 | 3 083 | 2,12 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30 324 | 0,63 | 1 550 | 1,11 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 25 161 | 0,01 | 1 286 | 0,47 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 56 148 | 74,28 | 2 861 | 74,92 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 604 | 1 786,91 | 184 | 1 944,44 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8 850 | 0,45 | 0 | |||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 20 351 | 0,85 | 1 040 | 1,27 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108 752 | 2,78 | 5 557 | 3,25 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 14 831 | 55,33 | 758 | 56,08 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 51 072 | 5,34 | 2 610 | 5,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137 592 | 1,75 | 7 031 | 2,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 978 | 203 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 14 336 | 29,61 | 733 | 30,25 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 336 | 17 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 275 970 | 14 102 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 302 | 2,58 | 526 | 3,14 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 41 891 | 0,03 | 2 141 | 0,47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 559 | 60,85 | 591 | 61,64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 306 452 | 15 660 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 342 | 3,37 | 324 | 3,85 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 18 822 | 962 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68 050 | 654,85 | 3 474 | 658,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 779 | 500 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 604 | 6,10 | 491 | 6,52 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 185 057 | 142,07 | 9 | 200,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 390 609 | 3,46 | 19 960 | 3,93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 023 | 27,08 | 52 | 30,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 438 | 99,20 | 1 402 | 100,29 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 9 770 | 0,83 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 752 | 4,75 | 345 | 5,50 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 119 | 6 | ||||||
| 2025-08-14 | 13F | KKM Financial LLC | 64 427 | 2,54 | 3 293 | 3,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 002 | 192,47 | 3 577 | 193,92 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 438 | 14,96 | 22 | 15,79 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 105 100 | 17,77 | 5 371 | 18,31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 911 | 47 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 119 | 0,07 | 211 | 0,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 57 766 | 6,90 | 2 952 | 7,39 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 182 191 | 22,09 | 9 310 | 22,65 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 7 847 | 401 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 127 | 0,79 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 14 919 | 129,70 | 762 | 130,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 199 768 | 3,06 | 10 208 | 3,53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146 697 | 122,46 | 7 496 | 122,76 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 106 993 | 3,26 | 5 467 | 3,74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 71 086 | 9,94 | 3 632 | 10,43 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 50 393 | 2 478 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 81 436 | 2,08 | 4 161 | 2,54 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 56 468 | 45,92 | 2 886 | 46,60 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 17 933 | 165,79 | 916 | 167,06 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16 964 | 22,24 | 867 | 22,84 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 508 | 0,53 | 281 | 1,44 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 3 665 | 186 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 361 196 | 2,60 | 18 | 5,88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 573 | 2,18 | 745 | 2,62 | ||||
| 2025-08-08 | 13F | Creative Planning | 14 579 | 55,98 | 745 | 56,63 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 46 067 | 359,48 | 2 357 | 363,06 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 6 634 | 339 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 60 133 | 1 241,66 | 3 073 | 1 253,30 | ||||
| 2025-04-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 121 234 | 5,07 | 6 167 | 5,83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 963 | 1,54 | 507 | 1,40 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 461 | 0,72 | 228 | 0,89 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 6 891 | 11,32 | 351 | 12,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 564 | 0,11 | 335 | 0,60 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 495 | 76 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 49 491 | 16,94 | 2 529 | 17,47 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 60 216 | 9,63 | 3 077 | 10,13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 42 493 | 3,53 | 2 167 | 4,08 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 274 946 | 2,94 | 14 050 | 3,41 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6 813 | 6,85 | 348 | 7,41 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 796 | 159,80 | 1 880 | 161,11 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5 217 | 0,33 | 267 | 0,76 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 138 677 | 22,15 | 7 086 | 22,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 803 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 562 461 | 7,12 | 130 942 | 7,61 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 149 | 1,17 | 467 | 1,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 737 364 | 30,94 | 37 679 | 31,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 227 | 16,78 | 267 | 17,62 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 663 | 0,30 | 34 | 0,00 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 571 011 | 0,12 | 29 047 | 0,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 503 322 | 8,82 | 179 020 | 9,32 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9 760 | 1,86 | 499 | 2,26 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 754 | 192 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 262 | 12,99 | 422 | 13,75 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 89 | 1,14 | 5 | 0,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 453 | 36,33 | 279 | 36,95 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 48 287 | 6,62 | 2 467 | 7,12 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 7 871 | 402 | ||||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 8 261 | 5,76 | 422 | 6,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55 367 | 91,64 | 2 829 | 92,58 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 243 391 | 0,36 | 12 437 | 0,82 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7 308 | 373 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54 905 | 19,54 | 2 806 | 20,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 262 970 | 9,43 | 13 438 | 9,92 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 23 550 | 20,46 | 1 203 | 21,03 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 25 740 | 3,93 | 1 315 | 4,45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95 | 1,06 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 183 938 | 2,27 | 9 399 | 2,73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 159 | 0,05 | 315 | 0,32 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 88 | 1,15 | 4 | 0,00 |
