Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF inkluderar Exchange Traded Concepts, Llc, Midwest Trust Co, Holcombe Financial, Inc., Quest Partners LLC, BLVD Private Wealth, LLC, Advyzon Investment Management, LLC, Net Worth Advisory Group, Evermay Wealth Management Llc, Comprehensive Wealth Management, LLC, Signal Advisors Wealth, LLC, Visionary Wealth Advisors, Tudor Investment Corp Et Al, Wincap Financial Llc, Ethos Financial Group, LLC, TT Capital Management LLC, Capital Investment Advisors, LLC, Copperwynd Financial, LLC, M. Kulyk & Associates, LLC, Lebenthal Global Advisors, LLC, och Bulwark Capital Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-30 | 13F | Sofos Investments, Inc. | 112 | 3 | −93,55 | |||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 12 818 | 321 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 186 543 | 103,60 | 4 669 | 105,05 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 188 785 | 4 725 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 88 635 | 1,44 | 2 219 | 2,12 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 16 864 | 418 | ||||||
| 2025-08-07 | 13F | HC Advisors, LLC | 813 609 | 0,14 | 20 365 | 0,82 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 21 700 | 2,05 | 543 | 2,84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32 488 | 184,01 | 813 | 186,27 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 221 741 946 | 1,08 | 5 550 201 | 1,77 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 40 302 | 0,09 | 1 009 | 0,70 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 44 868 | 40,76 | 1 123 | 41,79 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 48 867 | 12,33 | 1 223 | 13,14 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 91 412 | 37,91 | 2 288 | 38,92 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 1 175 157 | 0,68 | 29 414 | 1,36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 79 146 | 15,43 | 1 981 | 16,26 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 452 546 | 11 327 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 342 715 | 38,02 | 8 578 | 38,98 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 883 221 | 22 107 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 28 217 | 706 | ||||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 332 843 | 7,49 | 8 331 | 7,19 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10 813 | 5,80 | 271 | 6,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 174 563 | 9,53 | 4 369 | 10,27 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 70 | 2 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 143 237 | 12,46 | 3 585 | 13,23 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 51 | 1 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 261 885 | 1,66 | 6 555 | 2,34 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 61 151 | 2,37 | 1 531 | 3,03 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 3 054 | 76 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 861 612 | 1,90 | 21 566 | 2,60 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 10 585 | 265 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 30 789 | 771 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 974 812 | 3,95 | 49 430 | 4,66 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 84 590 | 98,05 | 2 118 | 99,53 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 23 582 | 42,71 | 590 | 43,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18 305 | 458 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 197 777 | 42,79 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 678 | 292 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 31 655 | 792 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 97 131 | 59,99 | 2 431 | 61,10 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 587 | 15 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 34 517 | 864 | ||||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 112 092 | 17,18 | 2 806 | 18,01 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 152 684 | 6 230,18 | 3 822 | −0,37 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 864 333 | 0,99 | 21 634 | 1,68 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 77 769 | 9,58 | 1 947 | 10,32 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 8 650 | 7,45 | 217 | 8,00 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 60 253 | 32,96 | 1 508 | 33,93 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 43 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 24 875 | 32,82 | 623 | 33,76 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 095 | 0,97 | 278 | 1,47 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 363 196 | 470,71 | 9 | 800,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 549 484 | 10,53 | 13 754 | 11,28 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 30 597 | 20,00 | 760 | 20,06 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 307 | 16,57 | 734 | 17,28 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 590 | 240 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 163 660 | 28,27 | 4 096 | 29,17 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 751 | 269 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 18 689 | 51,50 | 468 | 52,61 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 19 216 | 4,71 | 481 | 5,26 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 234 462 | 5 869 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 13 200 | 0,29 | 330 | 0,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 363 497 | 0,82 | 9 098 | 1,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 199 290 | 43,03 | 4 988 | 44,00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 19 595 | 0,98 | 490 | 1,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 758 | 44 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 612 910 | 4,89 | 15 341 | 5,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 64 231 | 1,05 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 45 480 | 1,31 | 1 138 | 1,97 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 73 323 | 39,02 | 1 835 | 39,97 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 8 656 | 217 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 133 633 | 58,35 | 3 345 | 59,47 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 82 969 | 11,98 | 2 077 | 12,76 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1 037 065 | 4,05 | 25 958 | 4,76 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 21 950 | 4,90 | 549 | 5,58 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22 732 | 569 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 526 | 0,96 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 67 129 | 7,89 | 1 680 | 8,67 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 207 045 | 4,84 | 5 182 | 5,56 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 47 130 | 143,30 | 1 180 | 145,11 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 706 | 632,41 | 93 | 666,67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 89 704 | 6,13 | 2 226 | 6,10 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 134 319 | 192,89 | 28 296 | 194,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 617 | 3,52 | 65 | 4,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22 340 666 | 20,30 | 559 188 | 21,12 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 9 171 | 230 | ||||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 348 994 | 9,61 | 8 735 | 10,36 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 790 678 | 0,99 | 19 791 | 1,69 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 288 | 0,96 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 124 441 | 26,81 | 3 115 | 27,68 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 371 836 | 4,72 | 9 307 | 5,44 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 41,51 | 4 | 50,00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 86 513 | 43,11 | 2 165 | 44,14 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 19 561 | 1,93 | 490 | 2,52 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 11 133 | 2,30 | 279 | 2,96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 429 | 127,03 | 662 | 128,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8 344 | 2,71 | 209 | 3,48 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 375 231 | 23,44 | 9 406 | 24,47 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 172 446 | 1,28 | 4 316 | 1,98 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 23 424 | 40,97 | 586 | 41,89 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 99 | 2 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 380 246 | 11,75 | 34 548 | 12,52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 60 900 | 194,42 | 1 524 | 196,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 604 159 | 3,90 | 40 152 | 4,61 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 128 250 | 9,36 | 28 240 | 10,11 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 382 | 284 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 011 | 0,10 | 251 | 0,81 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 11 925 | 298 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 968 | 224 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 804 | 16,00 | 542 | 15,85 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 505 682 | 6,21 | 12 546 | 6,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 762 998 | 10,89 | 94 188 | 11,65 | ||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 257 547 | 5,85 | 6 446 | 6,58 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 46 625 | 5,82 | 1 167 | 6,58 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16 736 | 167,31 | 419 | 169,68 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 498 190 | 17,82 | 12 470 | 18,63 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 101 913 | 1,20 | 2 551 | 1,88 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 18 | 0 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 238 565 | 0,76 | 5 971 | 1,46 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 10 216 | 256 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 012 884 | 10,36 | 25 352 | 11,12 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 201 528 | 6,42 | 5 044 | 7,16 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 16 318 | 35,13 | 408 | 36,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 212 581 | 1,44 | 5 321 | 106 300,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15 867 | 53,04 | 397 | 54,47 | ||||
| 2025-08-01 | 13F | First National Trust Co | 1 099 895 | 3,61 | 27 530 | 4,32 | ||||
| 2025-04-29 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 512 393 | 103,72 | 12 712 | 4,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 146 726 | 13,03 | 3 673 | 13,83 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 2 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 68 162 | 615,76 | 1 695 | 633,33 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 18 434 | 0,14 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4 730 | 26,03 | 118 | −37,57 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 867 | 497 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13 034 | 326 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2 513 | 0 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 17 888 | 448 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 67 675 | 38,42 | 1 694 | 39,34 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 9 419 | 0,95 | 236 | 1,73 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 256 103 | 52,47 | 81 500 | 53,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 34 533 | 1,42 | 864 | 2,13 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1 144 462 | 0,76 | 28 646 | 1,44 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 49 259 | 3,84 | 1 233 | 4,50 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 881 | 5,13 | 22 | 10,00 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 449 535 | 9,40 | 11 252 | 10,14 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 341 775 | 0,03 | 8 554 | 0,71 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 262 825 | 2,72 | 6 579 | 3,43 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 10 135 | 4,11 | 254 | 4,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 185 296 | 7,53 | 4 638 | 8,27 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 365 808 | 1,46 | 9 156 | 2,15 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 90 381 | 0,34 | 2 262 | 1,03 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 34 454 | 1,29 | 862 | 2,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 337 542 | 8,64 | 8 449 | 9,39 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 51 723 | 92,42 | 1 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 1 410 832 | 13,85 | 35 313 | 14,63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 97 426 | 15,08 | 2 439 | 15,87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 322 | 8 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 288 | 207 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 767 135 | 10,32 | 44 231 | 11,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640 429 | 6,00 | 16 030 | 6,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 541 | 275,69 | 14 | 333,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 631 | 21,31 | 466 | 22,31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15 893 | 114,45 | 398 | 115,76 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 325 987 | 3,21 | 8 130 | 3,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 208 | 72,27 | 706 | 73,46 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 678 | 17 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 25 973 | 13,60 | 650 | 14,44 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 39 971 | 1,17 | 1 000 | 1,83 | ||||
| 2025-08-14 | 13F | UBS Group AG | 269 685 | 11,12 | 6 750 | 11,88 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 156 562 | 4,77 | 3 919 | 5,49 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 855 968 | 21 425 | ||||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128 676 | 1,23 | 3 204 | 1,39 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 70 697 | 5,72 | 1 770 | 6,44 | ||||
| 2025-08-29 | NP | HIDE - Alpha Architect High Inflation and Deflation ETF | 1 134 319 | 192,89 | 28 392 | 194,92 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 151 | 0,07 | 304 | 1,00 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 95 447 | 2 389 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1 011 392 | 4,56 | 25 315 | 5,28 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 496 618 | 55,98 | 12 401 | 56,98 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 147 736 | 0,27 | 3 698 | 0,96 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 8 331 | 0,85 | 0 | |||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 14 788 | 24,84 | 370 | 25,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 745 | 298,55 | 269 | 312,31 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 137 631 | 10,73 | 3 445 | 11,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 38 210 | 4,69 | 1 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 28 529 | 714 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 309 | 8 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 76 | 2 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 452 | 154,47 | 612 | 157,14 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 104 156 | 0,87 | 2 607 | 1,60 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 65 142 | 3,27 | 1 631 | 3,95 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 23 936 | 63,03 | 599 | 64,56 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 463 | 37 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 65 986 | 20,35 | 1 637 | 20,63 | ||||
| 2025-08-12 | 13F | Act Two Investors Llc | 371 118 | 1,96 | 9 289 | 2,65 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3 470 641 | 1,43 | 86 870 | 2,13 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 88 | 2 | ||||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 111 598 | 0,62 | 2 793 | 1,31 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 519 525 | 67,42 | 13 004 | 68,56 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 16 789 | 61,00 | 420 | 62,16 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 47 316 | 13,88 | 1 184 | 14,73 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 169 111 | 22,29 | 4 233 | 23,13 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 632 372 | 0,01 | 15 828 | 0,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 113 310 | 25,57 | 2 836 | 26,44 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 23 638 | 45,78 | 592 | 46,65 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 236 | 2,16 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 221 111 | 7,17 | 5 534 | 7,90 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 78 538 | 12,92 | 1 965 | 13,66 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 397 | 0,58 | 936 | 1,30 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 532 900 | 14,29 | 13 338 | 15,07 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 695 093 | 5,55 | 17 398 | 6,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 34 690 | 10,13 | 868 | 9,87 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 217 | 8,95 | 181 | 9,76 | ||||
| 2025-07-17 | 13F | SWS Partners | 573 945 | 8,97 | 14 366 | 9,72 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 42 506 | 3,04 | 1 064 | 3,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 87 812 | 73,11 | 2 198 | 74,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 118 | 3 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 364 | 0,02 | 109 | 0,93 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 175 852 | 2,66 | 4 402 | 3,36 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 21 196 | 0,08 | 531 | 0,76 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 429 | 11 | ||||||
| 2025-07-11 | 13F | Myecfo, Llc | 192 887 | 2,65 | 4 928 | 5,50 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 732 | 0,93 | 43 | 2,38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 62 579 | 1 121,29 | 2 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 489 | 338 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 44 648 | 5,95 | 1 118 | 6,69 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 632 148 | 25,08 | 15 823 | 25,94 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 451 | 11 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 17 839 | 447 | ||||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1 061 132 | 0,86 | 26 560 | 1,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 262 535 | 8,38 | 31 601 | 9,13 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 194 | 330 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 654 320 | 9 015,72 | 41 408 | 9 081,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71 106 | 2 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 026 | 226 | ||||||
| 2025-07-31 | 13F | New Hampshire Trust | 15 463 | 1,14 | 387 | 1,84 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 25 240 | 632 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 128 | 5,28 | 804 | 6,07 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2 342 662 | 7,41 | 58 637 | 8,14 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 13 407 | 6,90 | 336 | 7,72 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 436 | 11 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 14 981 | 0,72 | 375 | 1,36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19 337 | 18,21 | 484 | 19,21 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 26 035 | 652 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 13 184 | 0,87 | 330 | 1,54 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 40 611 | 7,25 | 1 016 | 7,97 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 740 588 | 43 567 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 43 146 | 0,43 | 1 080 | 1,03 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 112 | 1,82 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 275 878 | 6,84 | 6 905 | 7,57 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 29 921 | 18,38 | 749 | 19,11 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 12 842 | 50,30 | 321 | 51,42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 590 | 15 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 698 569 | 11,51 | 17 422 | 11,07 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 587 661 | 6,58 | 15 | 7,69 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 46 | 1 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 425 395 | 7,08 | 10 644 | 7,78 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 587 | 65 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 506 | 13 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 255 | 746,67 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 426 | 11 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 48 062 | 0,89 | 1 203 | 1,52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 342 245 | 0,26 | 8 566 | 0,95 |
