Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 0-5 Year TIPS Bond ETF inkluderar Maseco Llp, BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, Kestra Investment Management, LLC, Vigilare Wealth Management, TCTZX - Transamerica ClearTrack Retirement Income R3, Portfolio Design Labs, LLC, Seneca Financial Advisors LLC, Prasad Wealth Partners, LLC, TCTKX - Transamerica ClearTrack 2025 R3, XFLX - FundX Flexible ETF, OCIO - ClearShares OCIO ETF, TCTLX - Transamerica ClearTrack 2030 R3, Family Legacy Financial Solutions, LLC, Semitam Bonam Llc, TCTMX - Transamerica ClearTrack 2035 R3, Mustico Financial Group, Inc., TCTQX - Transamerica ClearTrack 2040 R3, Apex Wealth Management, LLC, och NWF Advisory Services Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | JB Capital LLC | 5 818 | 599 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 136 | 117 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 22 211 | 3,12 | 2 286 | 2,56 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 129 326 | 5,53 | 13 309 | 4,95 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 668 | 275 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 3 977 | 1,66 | 409 | 1,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33 700 | 42,75 | 3 468 | 42,01 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 77 250 | 2,55 | 7 949 | 1,99 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 26 740 | 89,98 | 2 746 | 90,03 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 65 841 | 6,85 | 6 776 | 6,27 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 825 | 5,37 | 497 | 4,86 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 18 139 | 11,85 | 1 867 | 11,27 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 39 174 | 19,28 | 4 053 | 19,28 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8 966 | 923 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 609 857 | 24,83 | 62 760 | 24,16 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 74 719 | 61,82 | 7 731 | 66,44 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 106 091 | 1,59 | 10 918 | 1,04 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 420 | 43 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13 444 | 0,97 | 1 384 | 0,44 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5 566 | 13,71 | 573 | 13,04 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4 972 | 511 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 4 552 | 468 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 43 290 | 93,55 | 4 455 | 92,52 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 804 088 | 3,74 | 82 749 | 3,17 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 5 495 | 8,17 | 565 | 7,62 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 34 116 | 1,50 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 197 084 | 44,86 | 20 282 | 44,08 | ||||
| 2025-07-15 | 13F | Home Federal Bank Of Tennessee | 34 014 | 11,05 | 3 500 | 10,44 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 42 535 | 4 377 | ||||||
| 2025-03-27 | NP | TDFTX - Transamerica ClearTrack 2030 R1 | 43 636 | 41,29 | 4 429 | 42,41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 206 | 639 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 376 | 23,81 | 553 | 23,16 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 15 614 | 1 607 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9 122 | 2,44 | 1 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13 418 | 10,93 | 1 381 | 10,31 | ||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 18 793 | 6,96 | 1 930 | 8,73 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 13 277 | 538,32 | 1 366 | 535,35 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 21 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 407 | 0,13 | 968 | −0,41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 81 170 | 129,97 | 8 353 | 128,72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10 158 | 2,15 | 1 045 | 1,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 239 | 52,65 | 3 315 | 51,72 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 165 179 | 16 999 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 4 565 | 470 | ||||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 50 530 | 5 200 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 4 495 | 463 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 144 | 51,58 | 15 | 55,56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 69 792 | 6,67 | 7 182 | 6,10 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 496 | 14,65 | 669 | 14,36 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2 911 | 1,61 | 300 | 2,05 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 18 730 | 260,19 | 1 938 | 270,36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 358 | 346 | ||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 18 164 | 24,59 | 1 880 | 27,05 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 36 395 | 3,44 | 3 745 | 2,88 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 20 762 | 1,55 | 2 137 | 0,99 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 3 766 | 2,78 | 390 | 5,71 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 12 459 | 1 282 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 16 834 | 1 732 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 272 321 | 131,34 | 28 | 133,33 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 4 883 | 503 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 56 578 | 0,27 | 5 823 | −0,27 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 14 804 | 1 523 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 3 371 | 2,15 | 347 | 1,47 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 61 856 | 6 365 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 145 384 | 18,72 | 14 961 | 18,07 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 16 477 | 41,32 | 2 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 99 191 | 3,68 | 10 263 | 6,64 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 2 345 | 14,78 | 241 | 14,22 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 47 664 | 4 905 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 837 | 601 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 15 629 | 77,36 | 1 608 | 76,51 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 360 069 | 15,16 | 37 055 | 14,54 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 12 815 | 1 319 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66 073 | 7,27 | 6 800 | 6,68 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 64 887 | 2,91 | 6 677 | 2,35 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6 469 | 24,19 | 664 | 24,11 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 6 164 | 638 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 313 | 83,76 | 954 | 83,11 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 6 346 | 25,32 | 657 | 28,88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 500 | 50,00 | 463 | 49,35 | |||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 4 686 | 482 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 94 135 | 106,62 | 9 687 | 105,49 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2 454 | 253 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 264 684 | 2,17 | 27 159 | 1,43 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 15 015 | 569,71 | 1 545 | 568,83 | ||||
| 2025-08-07 | 13F | PFG Advisors | 13 003 | 1 338 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 155 418 | 37,55 | 15 994 | 36,81 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 2 394 | 246 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 41 614 | 4 283 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 52 536 | 181 058,62 | 5 407 | 180 100,00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 3 607 | 371 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 179 | 13,90 | 739 | 13,19 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 561 | 0,06 | 366 | −0,54 | ||||
| 2025-06-26 | NP | TCTMX - Transamerica ClearTrack 2035 R3 | 41 274 | 4 272 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 589 025 | 50,81 | 60 617 | 49,99 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 39 083 | 4 026 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 178 | 0,32 | 224 | 0,00 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 22 225 | 19,79 | 2 287 | 19,18 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5 103 | 6,96 | 525 | 6,49 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 120 369 | 12 387 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 152 982 | 5,08 | 15 829 | 10,05 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25 323 | 2 606 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 883 812 | 79,71 | 296 773 | 78,74 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 23 741 | 186,14 | 2 443 | 184,73 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 150 337 | 2 318,16 | 15 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 858 | 351,56 | 1 220 | 350,18 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 219 485 | 1,19 | 22 587 | 0,64 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1 276 | 26,84 | 131 | 25,96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 153 601 | 823,58 | 16 | 1 400,00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 514 602 | 6,57 | 52 958 | 5,99 | ||||
| 2025-03-27 | NP | TDITX - Transamerica ClearTrack 2025 R1 | 47 417 | 43,10 | 4 813 | 44,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 242 307 | 19,20 | 24 936 | 18,56 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 120 498 | 12 400 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3 109 | 17,06 | 320 | 16,42 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 4 404 | 4,16 | 453 | 3,66 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 704 | 1,59 | 72 | 1,41 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 33 338 | 5,53 | 3 313 | 1,38 | ||||
| 2025-06-27 | NP | KEAT - Keating Active ETF | 261 753 | 2,99 | 27 091 | 5,02 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 327 | 4,85 | 445 | 4,22 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 006 464 | 4,82 | 412 | 4,30 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 027 657 | 3,58 | 208 666 | 3,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 52 559 | 161,94 | 5 409 | 160,50 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 48 | 5 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 37 189 | 26,79 | 3 827 | 26,14 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 529 | 466 | ||||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 15 149 | 9,41 | 1 568 | 11,53 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 25 600 | 2 634 | ||||||
| 2025-06-26 | NP | TCTQX - Transamerica ClearTrack 2040 R3 | 35 011 | 3 624 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 6 794 | 3,63 | 696 | 3,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 6 170 | 9,38 | 635 | 8,75 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 2 009 | 207 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 398 190 | 28,40 | 40 978 | 27,70 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 72 615 | 12,02 | 7 473 | 11,41 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19 106 | 1 071,43 | 2 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 876 | 6,54 | 708 | 6,00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 101 560 | 0,38 | 10 452 | −0,17 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 5 439 | 560 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10 718 | 28,41 | 1 103 | 27,81 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 34 655 | 9,18 | 3 566 | 8,59 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 215 032 | 3,32 | 22 129 | 2,75 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 67 358 | 1,99 | 6 932 | 1,43 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 19 563 | 324,08 | 2 013 | 322,01 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 34 839 | 3,92 | 3 585 | 3,37 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 40 973 | 11,68 | 4 216 | 11,06 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 47 325 | 0,21 | 4 870 | −0,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 822 | 85 | ||||||
| 2025-06-26 | NP | TCTUX - Transamerica ClearTrack 2050 R3 | 9 606 | 994 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 512 | 361 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 217 | 22 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 435 897 | 1 229,12 | 44 858 | 1 222,07 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 3 738 | 385 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 051 | 1,34 | 520 | 0,78 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7 670 | 254,11 | 789 | 252,23 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 2 750 | 283 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1 474 | 53,70 | 152 | 52,53 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 225 | 102,70 | 23 | 109,09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 444 | 252 | ||||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 36 016 | 86,36 | 4 | 50,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 79 | 8 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 4 540 | 467 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 183 | 14,97 | 122 | 14,15 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 5 919 | 36,16 | 609 | 35,63 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 200 | 21 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 815 | 37,32 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 7 239 | 745 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 276 603 | 1,60 | 28 465 | 1,05 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 82 328 | 10 191,00 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 83 | 9 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38 338 | 3 945 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60 836 | 302,89 | 6 261 | 300,77 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 17 944 | 1 847 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 121 | 0 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 122 085 | 2,72 | 12 564 | 2,16 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 6 314 | 13,52 | 650 | 12,87 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 270 | 28 | ||||||
| 2025-05-30 | NP | GPICX - GuidePath(R) Conservative Income Fund | 12 660 | 1 310 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 17 730 | 3,68 | 1 817 | 2,66 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 30 956 | 13,29 | 3 176 | 12,46 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 998 | 651,50 | 411 | 647,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34 884 | 63,18 | 3 590 | 62,25 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 45 592 | 5,24 | 4 692 | 4,66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 155 | 19,23 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 25 621 | 9,10 | 2 637 | 9,15 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 11 833 | 1 218 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 159 381 | 1,29 | 16 332 | 1,40 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 440 | 766 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 37 | 48,00 | 4 | 50,00 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 114 263 | 11 759 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 355 | 1,76 | 345 | 1,17 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 6 174 | 635 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6 170 | 624 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 13 009 | 5,12 | 1 340 | 133 900,00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 31 231 | 3 214 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 772 | 285 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 787 537 | 31,61 | 183 956 | 30,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 103 466 | 1,76 | 10 648 | 1,21 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 30 212 | 1,60 | 3 109 | 1,07 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 40 217 | 23,25 | 4 139 | 22,57 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 743 770 | 0,32 | 76 541 | −0,23 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 176 562 | 6,80 | 18 170 | 6,22 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 105 705 | 2,09 | 10 878 | 1,54 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 10 396 | 1 070 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4 698 | 483 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 19 514 | 2 008 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 808 808 | 9,21 | 83 234 | 8,62 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 25 839 | 2 659 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 20 205 | 1,39 | 2 079 | 0,87 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 166 306 | 17 115 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 593 | 33,80 | 1 090 | 33,09 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 4 422 | 455 | ||||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 20 079 | 25,70 | 2 062 | 25,73 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 168 147 | 7,35 | 17 304 | 6,76 | ||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 173 211 | 42,38 | 17 825 | 41,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 245 078 | 356,21 | 333 946 | 353,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 50 194 | 50,48 | 5 165 | 49,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7 432 | 2,24 | 765 | 1,60 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 327 | 236,80 | 136 | 240,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 21 666 | 2 230 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 849 | 14,96 | 396 | 14,45 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2050 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9 385 | 966 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 352 | 4,61 | 1 374 | 4,09 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 53 352 | 11,58 | 5 490 | 10,98 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 51 825 | 6,43 | 5 333 | 5,86 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 61 008 | 14,73 | 6 278 | 17,37 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 243 861 | 85,46 | 25 076 | 84,76 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 266 709 | 1,25 | 27 447 | 0,70 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 384 | 0,52 | 40 | 0,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13 982 | 167,44 | 1 439 | 166,30 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 267 802 | 13,87 | 27 506 | 13,86 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 3 628 | 36,19 | 373 | 35,64 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 7 197 | 157,68 | 741 | 159,09 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 32 846 | 22,58 | 3 380 | 21,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 287 | 1 470 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 48 281 | 1,52 | 4 969 | 2,31 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 119 830 | 14,35 | 12 308 | 14,33 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2 815 | 290 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 446 650 | 21,30 | 45 965 | 20,64 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 249 | 26 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 292 | 35,48 | 442 | 34,86 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 80 812 | 11,94 | 8 316 | 11,34 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 52 465 | 8,08 | 5 399 | 7,51 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 211 956 | 21 812 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101 207 | 10,50 | 10 415 | 9,90 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2 399 | 1,18 | 247 | 0,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 321 093 | 223,10 | 33 131 | 222,12 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 102 131 | 10 510 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 034 | 1,57 | 106 | 0,95 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 852 | 24,54 | 705 | 23,90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 112 278 | 5 093,25 | 11 555 | 5 081,17 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5 459 | 8,14 | 562 | 7,47 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 565 | 264 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 491 | 6,51 | 51 | 6,38 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 22 317 | 11,40 | 2 297 | 10,81 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 71 513 | 29,46 | 7 359 | 28,77 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 267 611 | 539,67 | 27 540 | 536,30 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 731 | 3,84 | 487 | 3,18 | ||||
| 2025-03-27 | NP | TCRTX - Transamerica ClearTrack 2040 R1 | 27 208 | 36,50 | 2 762 | 37,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 615 034 | 71,10 | 166 203 | 70,18 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | 0 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 184 187 | 1,13 | 18 955 | 0,58 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 697 | −13,09 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 904 | 155,37 | 93 | 155,56 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 3 398 | 66,49 | 350 | 65,40 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 014 | 104 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 162 378 | 11,29 | 16 710 | 13,85 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 024 720 | 13,91 | 208 364 | 13,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 218 915 | 5,75 | 22 529 | 5,17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 805 | 73,88 | 1 009 | 73,07 | ||||
| 2025-03-27 | NP | TCITX - Transamerica ClearTrack Retirement Income R1 | 125 603 | 222,64 | 12 749 | 225,12 | ||||
| 2025-03-27 | NP | TCSOX - Transamerica ClearTrack 2060 Class R1 | 802 | 19,35 | 81 | 20,90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 337 | 68,63 | 755 | 67,78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 951 | 11,11 | 304 | 10,58 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 10 095 | 4,80 | 1 039 | 4,22 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2 838 | 291 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3 034 | 312 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 333 | 8,85 | 652 | 8,14 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 039 | 313 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 13 414 | 2,64 | 1 380 | 2,07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3 094 | 1,51 | 318 | 0,95 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 6 600 | 120,00 | 679 | 119,03 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 49 364 | 2,05 | 5 080 | 1,50 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 679 | 8,75 | 790 | 8,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 131 253 | 14 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 6 804 | 6,23 | 700 | 5,74 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 23 376 | 6,08 | 2 406 | 5,48 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 29 614 | 3 048 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 598 673 | 10,36 | 61 432 | 9,80 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 35 915 | 24,74 | 3 696 | 24,07 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 928 140 | 2,64 | 95 515 | 2,08 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 25 050 | 2,90 | 2 578 | 2,34 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6 151 | 0,05 | 633 | −0,63 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 508 917 | 2,65 | 52 373 | 2,10 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 62 | 6 | ||||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 103 001 | 10 600 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7 127 | 9,09 | 733 | 8,59 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 303 796 | 34,42 | 31 443 | 37,07 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 50 000 | 5 136 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 8 | 1 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 99 361 | 1 592,12 | 10 225 | 1 584,51 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 018 | 9,04 | 399 | 9,92 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 136 074 | 2,58 | 14 003 | 2,03 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18 507 | 17,97 | 1 905 | 17,31 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 621 236 | 1,76 | 63 931 | 1,21 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9 059 | 932 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2 290 | 236 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 163 | 13,83 | 2 | 0,00 | ||||
| 2025-03-27 | NP | TRNTX - Transamerica ClearTrack 2050 R1 | 8 320 | 24,55 | 844 | 25,60 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 15 244 | 0,80 | 1 569 | 0,26 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 28 536 | 10,09 | 2 937 | 9,51 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 641 945 | 0,48 | 66 063 | −0,07 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25 744 | 40,47 | 2 648 | 40,65 | ||||
| 2025-06-26 | NP | TCTKX - Transamerica ClearTrack 2025 R3 | 60 851 | 6 298 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 195 859 | 27,89 | 20 | 33,33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 37 928 | 3 903 | ||||||
| 2025-08-14 | 13F | State Street Corp | 641 945 | 0,48 | 66 063 | −0,07 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 6 033 | 621 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 10 988 | 1 127 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2 584 | 266 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 180 096 | 1 556,06 | 18 534 | 1 547,38 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 132 857 | 0,42 | 13 672 | −0,12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 101 739 | 3,98 | 10 470 | 3,41 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27 056 | 202,94 | 2 784 | 201,30 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 21 431 | 0,29 | 2 205 | −0,23 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 6 505 | 11,41 | 669 | 10,76 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 794 | 45,80 | 596 | 45,01 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3 645 | 0 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 3 208 | 330 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17 478 | 1 799 | ||||||
| 2025-03-27 | NP | TCTOX - Transamerica ClearTrack 2055 Class R1 | 1 394 | 57,87 | 141 | 60,23 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8 310 | 28,32 | 855 | 27,61 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 236 001 | 0,49 | 24 287 | −0,05 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 426 | 189,29 | 764 | 188,30 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 11 090 | 1 141 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 256 033 | 0,68 | 26 348 | 0,13 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 7 | 1 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4 326 | 445 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 25 437 | 1,54 | 2 618 | 0,96 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 12 051 | 56,67 | 1 240 | 55,97 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 1 116 519 | 2,11 | 114 885 | 1,55 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 3 766 | 2,78 | 390 | 5,71 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 18 537 | 18,93 | 1 904 | 18,79 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 21 508 | 185,14 | 2 213 | 183,72 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3 593 | 370 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 16 690 | 664,54 | 1 718 | 663,11 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7 089 | 22,39 | 730 | 21,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 601 | 28,44 | 1 811 | 31,42 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 10 200 | 1 049 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 48 472 | 118,86 | 4 988 | 117,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 789 010 | 34,76 | 81 254 | 34,13 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4 704 | 484 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 124 132 | 25,14 | 12 774 | 24,47 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 043 | 1 211,13 | 3 709 | 1 205,99 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 19 | 2 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 626 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 194 | 37,59 | 20 | 35,71 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 37 | 4 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 | 300,00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 2 952 | 304 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 884 | 704,35 | 2 664 | 702,11 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 982 | 101 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 97 | 19,75 | 10 | 25,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 117 700 | 43,64 | 12 113 | 46,92 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 136 | 14 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 786 | 4 948,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 53 818 | 273,14 | 6 | 400,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 35 229 | 108,41 | 3 625 | 107,26 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 23 644 | 747,15 | 2 431 | 744,10 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 29 | 3 | ||||||
| 2025-06-26 | NP | TCTLX - Transamerica ClearTrack 2030 R3 | 47 279 | 4 893 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 872 | 14,44 | 90 | 14,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61 251 | 79,32 | 6 303 | 78,35 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 4 631 | 476 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 27 154 | 6,55 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 54 008 | 18,93 | 5 558 | 18,28 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 60 277 | 71,45 | 6 203 | 70,55 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 889 | 110,33 | 1 532 | 109,29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | −3,23 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23 184 | 2 386 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 2 394 | 245 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 26 360 | 2,15 | 2 713 | 1,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 640 | 1,15 | 1 198 | 0,59 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 195 163 | 1,93 | 20 084 | 1,38 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 51 241 | 1,63 | 5 273 | 1,07 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 11 309 | 1 164 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 513 987 | 4,27 | 52 894 | 3,71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 208 041 | 334,46 | 21 409 | 335,14 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 88 520 | 0,69 | 9 110 | 0,14 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 100 | 10 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 9 016 | 928 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 133 | 482,44 | 1 969 | 480,53 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 262 | 28,37 | 539 | 28,03 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8 701 | 28,33 | 895 | 27,67 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 501 | 9,59 | 463 | 9,20 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 12 037 | 13,80 | 1 239 | 13,16 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 5 846 | 3,84 | 602 | 3,26 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 69 877 | 47,87 | 7 191 | 47,09 | ||||
| 2025-04-15 | 13F | Collier Financial | 62 | 6 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 594 | 11,45 | 1 296 | 10,86 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 624 | −2,87 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 970 | 818 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 626 520 | 64 472 | ||||||
| 2025-03-27 | NP | TCHDX - Transamerica ClearTrack 2035 R6 | 37 312 | 43,06 | 3 787 | 44,16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 603 | 131,81 | 1 095 | 131,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189 372 | 55,76 | 19 489 | 54,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 256 | 13,35 | 1 261 | 12,79 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 443 | 8,92 | 251 | 8,19 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36 078 | 140,46 | 3 712 | 139,18 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 023 587 | 9,63 | 105 337 | 9,04 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 25 592 | 2 634 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8 525 | 877 | ||||||
| 2025-06-26 | NP | TCTTX - Transamerica ClearTrack 2045 R3 | 18 809 | 1 947 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 27 242 | 19,72 | 2 803 | 19,07 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22 919 | 2 359 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 163 757 | 16 852 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10 197 | 1 049 | ||||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 839 | 90,18 | 189 | 89,00 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 5 138 | 39,54 | 529 | 38,95 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 14 545 | 3,55 | 1 497 | 2,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 29 504 | 6,75 | 3 036 | 6,19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 646 | 109,34 | 272 | 109,23 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 302 | 11,14 | 857 | 10,88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 31 755 | 3 268 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 986 933 | 7,06 | 101 565 | 6,48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 59 210 | 26,44 | 6 093 | 25,76 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 16 988 | 1,37 | 1 748 | 0,87 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5 244 | 2,32 | 540 | 1,70 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 220 | 8,91 | 0 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 197 185 | 1,42 | 20 292 | 0,87 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 200 | 226 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 53 686 | 1,91 | 5 525 | 1,36 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 583 | 29,40 | 986 | 28,72 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 47 049 | 6,50 | 4 842 | 5,93 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 188 | 225 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 786 | 20,90 | 5 535 | 20,25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 857 | 2,92 | 500 | 2,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46 673 | 56,54 | 4 803 | 55,69 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 2 838 | 1,54 | 292 | 1,04 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 375 | 378,27 | 759 | 376,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 981 | 204 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 5 541 | 570 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 499 794 | 16,21 | 51 434 | 15,58 | ||||
| 2025-03-27 | NP | TCPTX - Transamerica ClearTrack 2045 R1 | 13 666 | 35,29 | 1 387 | 36,38 | ||||
| 2025-08-07 | 13F | Keating Investment Counselors Inc | 560 198 | 10,93 | 57 650 | 10,33 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2 192 | 226 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 15 217 | 30,69 | 1 566 | 29,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 205 736 | 104,31 | 21 172 | 103,21 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 209 | 231,75 | 22 | 250,00 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2045 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17 213 | 18,45 | 1 771 | 17,83 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 407 | 20,84 | 1 071 | 20,09 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3 573 | 368 | ||||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 188 220 | 10,57 | 19 | 11,76 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 344 830 | 13,75 | 35 486 | 13,13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 17 488 | 247,60 | 1 800 | 245,96 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 2 128 | 219 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 42 154 | 1,92 | 4 338 | 1,38 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 15 220 | 206,48 | 1 566 | 205,26 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 12 668 | 16,93 | 1 304 | 16,24 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 245 | 0 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 223 857 | 1,20 | 23 037 | 0,65 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 7 | 1 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 14 890 | 3,36 | 1 532 | 2,82 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 334 | 446 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 086 | 53,38 | 318 | 52,40 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1 240 | 93,75 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 436 | 39,30 | 45 | 37,50 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 9 913 | 126,43 | 1 020 | 125,17 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2 912 | 300 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 148 850 | 1,35 | 15 318 | 0,80 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 672 | 138,49 | 481 | 143,65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 246 903 | 8,83 | 25 283 | 7,70 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 28 441 | 2 927 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 2 000 | 206 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 197 | 1,67 | 432 | 0,94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 155 | 29,04 | 325 | 28,57 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 159 895 | 0,03 | 16 455 | −0,51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 312 | 60,39 | 341 | 59,62 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 64 796 | 0,03 | 6 668 | −0,51 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2 400 | 247 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 428 | 45,08 | 44 | 46,67 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 183 820 | 1,38 | 18 917 | 0,83 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5 895 | 607 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 51 992 | 6,38 | 5 351 | 5,79 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2 652 | 273 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 10 362 | 79,83 | 1 066 | 78,86 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 90 070 | 25,57 | 9 269 | 24,90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 110 817 | 0,74 | 11 404 | 0,20 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 50 678 | 23,16 | 5 215 | 22,50 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 72 | 7 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 387 831 | 1,94 | 39 912 | 1,38 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 7 444 | 766 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 108 | 4,31 | 526 | 3,75 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 85 928 | 32,11 | 8 843 | 31,38 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19 055 | 2,89 | 1 961 | 2,30 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 3 213 | 1,10 | 331 | 0,61 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 55 522 | 59,39 | 6 | 66,67 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 126 493 | 1,47 | 13 017 | 0,92 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 275 | 234 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 2 258 | 232 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 93 538 | 18,54 | 9 626 | 17,90 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 421 | 43 | ||||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 1 388 | 17,43 | 144 | 20,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 543 492 | 34,14 | 158 841 | 33,42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 699 | 507,83 | 72 | 545,45 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 5 256 | 541 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 28 540 | 2 937 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14 917 | 239,02 | 1 535 | 237,36 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 19 121 | 18,32 | 1 968 | 17,64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 21 826 | 2 246 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 24 926 | 1,60 | 2 565 | 1,06 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12 696 | 4,80 | 1 307 | 4,23 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 2 110 | 217 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13 842 | 318,06 | 1 424 | 316,37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 206 019 | 344,54 | 21 201 | 342,15 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 615 | 24,20 | 1 092 | 23,53 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 797 | 0,47 | 288 | −0,35 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 19 066 | 1 962 | ||||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 1 433 | 2,95 | 148 | 4,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 389 | 3,56 | 760 | 2,98 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 638 | 580 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 2 416 | 5,73 | 249 | 5,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 37 985 | 55,66 | 3 905 | 54,84 | ||||
| 2025-06-26 | NP | TCTZX - Transamerica ClearTrack Retirement Income R3 | 118 146 | 12 228 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 138 405 | 57,76 | 14 243 | 56,91 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 6 557 | 4,33 | 675 | 3,69 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 93 127 | 1,13 | 9 584 | 0,58 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 429 | 10,05 | 559 | 9,41 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48 641 | 26,36 | 5 006 | 25,69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 39 977 | 22,68 | 4 114 | 22,04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 171 | 1,79 | 18 | 0,00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 7 753 | 1 396,72 | 798 | 1 403,77 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 13 400 | 1 379 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 65 136 | 32,86 | 6 703 | 32,16 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 128 | 1,43 | 219 | 0,92 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 13 148 | 1,49 | 1 353 | 0,97 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 17 220 | 9,14 | 1 774 | 9,51 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 64 696 | 6,46 | 6 658 | 5,87 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 594 | 1,59 | 164 | 0,62 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 152 | 16 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 4 143 | 426 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 210 | 27,27 | 22 | 23,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 17 365 | 3,07 | 1 787 | 2,52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 924 | 383,59 | 2 565 | 381,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 636 | 3 380,85 | 168 | 4 100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 510 | 6,54 | 2 419 | 5,96 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 16 472 | 1 695 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 2 750 | 283 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 17 730 | 18 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4 630 | 476 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 028 | 722,40 | 106 | 775,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 446 | 33,84 | 458 | 33,24 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5 218 | 1,32 | 537 | 0,94 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3 400 | 1,86 | 350 | 1,16 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 11 906 | 1 224 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 8 438 | 868 |
