Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PGIM ETF Trust - PGIM Ultra Short Bond ETF inkluderar Horizon Wealth Management, LLC, Financial Management Professionals, Inc., Live Oak Investment Partners, Congress Park Capital LLC, Bulwark Capital Corp, Valmark Advisers, Inc., Summit Wealth Group Llc / Co, Tripletail Wealth Management, LLC, Natixis Advisors, L.p., Friedenthal Financial, WPG Advisers, LLC, Gwn Securities Inc., Nilsine Partners, LLC, Round Rock Advisors, LLC, Traynor Capital Management, Inc., Register Financial Advisors LLC, BCS Private Wealth Management, Inc., Garden State Investment Advisory Services LLC, Money Concepts Capital Corp, och Goldstone Financial Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Belpointe Asset Management LLC | 188 479 | 18,34 | 9 379 | 18,41 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 67 612 | 9,35 | 3 364 | 9,43 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 118 118 | 3,90 | 5 878 | 3,96 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 22 307 | 1 110 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 403 485 | 11,79 | 169 357 | 11,86 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 059 | 501 | ||||||
2025-08-07 | 13F | Cypress Capital, LLC | 43 807 | 43,08 | 2 180 | 43,17 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 705 | 50,78 | 135 | 50,56 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 37 673 | 35,69 | 1 875 | 35,80 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 9 225 | 53,42 | 459 | 53,51 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 283 568 | 55,77 | 14 123 | 56,04 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 350 138 | 5,72 | 17 423 | 5,78 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 59 005 | 3,45 | 2 936 | 3,53 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36 327 | 3,13 | 1 808 | 3,20 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 7 983 | 397 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 5 999 | 0,25 | 299 | 0,34 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 11 454 | 570 | ||||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 888 | 44 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 732 | 109,83 | 136 | 110,94 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 11 332 | 564 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 29 581 | 12,81 | 1 472 | 12,89 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 550 | 1,31 | 177 | 1,15 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 314 337 | 1,40 | 15 641 | 1,46 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 4 692 | 8,84 | 233 | 8,88 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 18 606 | 177,41 | 926 | 177,78 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 126 935 | 124,36 | 6 316 | 124,53 | ||||
2025-07-15 | 13F | McCarthy & Cox | 36 082 | 1,92 | 1 795 | 1,99 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 26 325 | 5,03 | 1 310 | 5,06 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 6 420 | 319 | ||||||
2025-07-17 | 13F | Crane Advisory, LLC | 1 930 818 | 6,81 | 95 846 | 7,31 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 6 599 595 | 11,54 | 328 396 | 11,61 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 000 | 1 244 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240 816 | 4,39 | 11 983 | 4,46 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 11 942 | 595 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 15 783 | 53,20 | 785 | 53,32 | ||||
2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 393 762 | 0,16 | 19 535 | 0,61 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 152 584 | 16,61 | 7 593 | 16,67 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 62 978 | 47,67 | 3 134 | 47,78 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 148 443 | 38,58 | 7 387 | 38,65 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 145 276 | 9,29 | 7 | 16,67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 144 370 | 88,22 | 7 184 | 88,33 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 15 | 1 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 31 902 | 39,57 | 1 587 | 39,70 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 069 | 402 | ||||||
2025-08-01 | 13F | Howard Capital Management Inc. | 31 299 | 25,58 | 1 557 | 25,67 | ||||
2025-08-15 | 13F | Morgan Stanley | 15 115 195 | 9,71 | 752 132 | 9,77 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 62 | 3 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 124 859 | 54,75 | 6 213 | 54,84 | ||||
2025-08-06 | 13F | Excalibur Management Corp | 15 433 | 9,35 | 768 | 9,42 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 46 326 | 8,12 | 2 305 | 8,22 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 340 744 | 177,51 | 16 915 | 177,01 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 150 280 | 18,17 | 7 478 | 18,23 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 33 297 | 12,62 | 1 657 | 12,65 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 497 | 522 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 165 231 | 16,10 | 8 222 | 16,17 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 405 | 219 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 194 702 | 1 021,49 | 9 688 | 1 022,60 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 36 421 | 13,45 | 1 812 | 13,53 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 532 407 | 6,68 | 26 | 8,33 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 45 885 | 0,80 | 2 283 | 0,88 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 328 629 | 55,98 | 16 353 | 56,08 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 20 059 | 103,75 | 998 | 104,09 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 166 841 | 4,41 | 8 302 | 4,48 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 575 987 | 1,11 | 28 661 | 1,17 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 21 279 | 1 | ||||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 301 656 | 3 116,29 | 15 039 | 3 134,19 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 161 291 | 127,83 | 8 026 | 127,98 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 20 128 | 4,33 | 1 002 | 4,38 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 128 603 | 1 652,08 | 6 395 | 1 652,05 | ||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 19 968 | 219,08 | 993 | 220,32 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 11 647 | 5,38 | 575 | 5,50 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1 066 105 | 1,18 | 53 049 | 1,24 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 255 248 | 12 701 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 14 649 | 4,48 | 729 | 4,45 | ||||
2025-07-29 | 13F | Regions Financial Corp | 114 593 | 31,31 | 5 702 | 31,38 | ||||
2025-07-17 | 13F | KWB Wealth | 7 348 | 40,93 | 365 | 41,47 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 127 893 | 31,40 | 6 355 | 31,55 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 5 878 | 2,76 | 292 | 2,82 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 160 996 | 18,08 | 7 985 | 17,77 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 045 | 201 | ||||||
2025-07-03 | 13F | Collective Family Office Llc | 85 205 | 67,52 | 4 240 | 67,62 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 129 587 | 0,13 | 6 448 | 0,20 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 175 622 | 3,68 | 8 739 | 3,74 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 74 920 | 289,17 | 3 728 | 289,55 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 617 785 | 1,40 | 180 021 | 1,46 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 100 170 | 2,58 | 4 984 | 2,64 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 10 985 | 1,21 | 547 | 1,30 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 18 055 | 2,04 | 898 | 2,16 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 714 | 36 | ||||||
2025-08-14 | 13F | Comerica Bank | 270 838 | 10,49 | 13 477 | 10,55 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 119 012 | 48,99 | 5 922 | 49,09 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 858 521 | 263,46 | 42 720 | 263,70 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 303 133 | 11,80 | 15 035 | 11,50 | ||||
2025-08-08 | 13F | Cooper Capital Advisors LLC | 13 878 | 0,26 | 691 | 0,29 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 49 460 | 9,07 | 2 461 | 9,14 | ||||
2025-07-16 | 13F | Embree Financial Group | 177 086 | 0,51 | 8 812 | 0,57 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 50 745 | 2 525 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 429 | 21 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 5 540 | 276 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 44 885 | 6,14 | 2 233 | 6,23 | ||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 15 148 | 10,42 | 754 | 10,41 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 472 | 223 | ||||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 656 | 331 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 5 491 | 273 | ||||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 48 015 | 2 389 | ||||||
2025-07-08 | 13F | Little House Capital Llc | 128 772 | 5,38 | 6 408 | 5,45 | ||||
2025-08-08 | 13F | Condor Capital Management | 7 313 | 1,12 | 364 | 1,11 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 255 960 | 62 497 | ||||||
2025-07-16 | 13F | RWM Asset Management, LLC | 122 003 | 9,06 | 6 071 | 9,11 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 681 205 | 0,02 | 33 897 | 0,08 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7 816 | 65,63 | 389 | 65,81 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 9 259 | 131,36 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 446 | 22 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 54 087 | 34,76 | 2 691 | 34,89 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 20 059 | 7,55 | 1 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 33 714 033 | 2,73 | 1 677 610 | 2,80 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 542 | 326 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 4 606 | 229 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 9 833 | 21,38 | 489 | 21,64 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 28 736 | 1 430 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 82 021 | 92,57 | 4 081 | 92,68 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 500 | 75 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 45 880 | 46,62 | 2 283 | 46,66 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 253 816 | 3,17 | 12 630 | 3,23 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 141 859 | 8,48 | 7 059 | 8,55 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 888 | 44 | ||||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 7 667 | 1,20 | 382 | 1,33 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26 511 | 1 319 | ||||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 20 494 | 4,22 | 1 020 | 4,30 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 7 718 | 1,19 | 384 | 1,32 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 110 491 | 49,01 | 55 196 | 48,94 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 53 045 | 3 | ||||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 94 684 | 12,51 | 4 711 | 12,57 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 152 697 | 71,95 | 7 598 | 72,06 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 150 859 | 15,71 | 7 496 | 15,86 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 85 016 | 7,25 | 4 230 | 7,31 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9 849 | 74,97 | 490 | 75,63 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 525 195 | 28,21 | 26 134 | 28,29 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 88 489 | 17,84 | 4 403 | 17,92 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18 340 | 0,69 | 913 | 0,77 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 36 | 2 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 361 100 | 17 968 | ||||||
2025-08-12 | 13F | Vestor Capital, Llc | 3 700 | 0 | ||||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 62 256 | 0,08 | 3 098 | 0,13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 147 721 | 1,46 | 7 351 | 1,52 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 731 | 222,06 | 1 231 | 222,83 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 500 | 178,91 | 373 | 180,45 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 45 929 | 1,19 | 2 285 | 1,24 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 16 490 | 3,83 | 821 | 3,93 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 12 415 | 12,27 | 618 | 12,39 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 83 354 | 4,71 | 4 143 | 5,21 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4 970 | 0,57 | 247 | 0,82 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 46 352 | 2 306 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 234 194 | 4,56 | 61 416 | 4,62 | ||||
2025-07-23 | 13F | Friedenthal Financial | 18 123 | 902 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 279 248 | 6,00 | 13 895 | 6,06 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169 559 | 28,18 | 8 | 33,33 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 11 337 | 564 | ||||||
2025-08-08 | 13F | Hedeker Wealth, LLC | 79 199 | 13,59 | 3 941 | 13,64 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 053 712 | 1,22 | 102 | 2,00 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 24 037 | 4,57 | 1 196 | 4,64 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 161 819 | 4,85 | 8 052 | 5,30 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 913 | 643 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 194 547 | 986,13 | 9 681 | 987,64 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6 547 | 1,21 | 326 | 1,25 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 437 | 0,65 | 470 | 0,64 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 867 | 242 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 863 066 | 9,02 | 42 946 | 9,09 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 9 271 | 109,66 | 461 | 110,50 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 49 650 | 3,27 | 2 471 | 3,30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 936 430 | 269,23 | 46 597 | 269,46 | ||||
2025-04-30 | 13F | TradeWell Securities, LLC. | 22 082 | 17,65 | 1 098 | 18,06 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 153 228 | 293,39 | 7 626 | 293,70 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 157 638 | 0,10 | 7 844 | 0,17 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 415 067 | 4,16 | 20 654 | 4,22 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 210 489 | 12,25 | 10 474 | 12,31 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 519 424 | 34,98 | 25 847 | 35,06 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 53 758 | 1,95 | 2 675 | 2,02 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 6 231 | 310 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 1 300 069 | 6,88 | 64 691 | 6,94 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 4 035 | 201 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 18 766 | 19,60 | 934 | 19,62 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 6 799 | 10,09 | 338 | 10,10 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 39 362 | 809,05 | 1 959 | 810,70 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 55 224 | 6,06 | 2 748 | 137 250,00 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 192 084 | 497,46 | 9 558 | 498,12 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 243 625 | 21 084,78 | 12 123 | 21 166,67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 273 676 | 13 618 | ||||||
2025-08-05 | 13F | Huntington National Bank | 1 043 | 1 903,85 | ||||||
2025-07-11 | 13F | Congress Park Capital LLC | 183 509 | 9 131 | ||||||
2025-07-16 | 13F | Owen LaRue, LLC | 27 522 | 155,61 | 1 369 | 155,89 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 77 276 | 9,60 | 3 845 | 9,67 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 17 319 | 328,48 | 862 | 328,36 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 10 923 947 | 17,76 | 543 576 | 17,83 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7 975 | 0 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 33 542 | 9,29 | 1 669 | 9,31 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 504 | 0,66 | 373 | 0,81 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 24 947 177 | 13,67 | 1 241 407 | 13,74 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 89 647 | 2,27 | 4 461 | 2,32 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 197 513 | 26,85 | 9 828 | 26,93 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 303 130 | 16,24 | 15 084 | 16,31 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8 682 | 0,12 | 432 | 0,23 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 18 498 | 106,82 | 920 | 107,21 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 28 455 | 28,98 | 1 416 | 28,99 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 254 567 | 17,71 | 62 427 | 17,78 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 163 | 8 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 6 630 | 0 | ||||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 49 643 | 8,67 | 2 470 | 8,76 | ||||
2025-07-25 | 13F | Cwm, Llc | 211 299 | 9,79 | 11 | 11,11 | ||||
2025-08-14 | 13F | Betterment LLC | 32 714 | 5,24 | 2 | 0,00 | ||||
2025-08-14 | 13F | Leisure Capital Management | 119 843 | 5,97 | 5 963 | 6,03 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 11 701 | 60,02 | 582 | 60,33 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 748 | 3,22 | 634 | 3,26 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 11 647 | 0,17 | 580 | 0,35 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 98 497 | 8,04 | 4 898 | 8,43 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 11 167 | 17,97 | 556 | 18,09 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 748 | 435 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 548 208 | 38,69 | 77 039 | 38,80 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 4 410 | 219 | ||||||
2025-08-13 | 13F | Avestar Capital, LLC | 260 963 | 186,71 | 12 986 | 186,90 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 412 988 | 11,67 | 20 550 | 11,74 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 251 333 | 3,63 | 12 506 | 3,69 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 447 950 | 144,26 | 22 290 | 144,42 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 8 936 | 443 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 92 538 | 0,59 | 4 605 | 0,66 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 119 032 | 1,37 | 5 923 | 1,44 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 198 181 | 2,64 | 9 861 | 2,71 | ||||
2025-08-04 | 13F | Spire Wealth Management | 620 | 31 | ||||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 204 320 | 9,40 | 10 130 | 9,76 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 14 200 | 707 | ||||||
2025-08-12 | 13F | MAI Capital Management | 1 506 101 | 5,48 | 74 944 | 5,54 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 25 609 | 1 272 |