Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Short-Term National Muni Bond ETF inkluderar City Of London Investment Management Co Ltd, Quadrature Capital Ltd, Sentinel Wealth Management, Inc., North Dallas Bank & Trust Co, Midwestern Financial, LLC /IA, Foronjy Financial Llc, Skyline Advisors, Inc., FSM Wealth Advisors, LLC, Dohj, Llc, Bank Of Hawaii, L2 Asset Management, LLC, Rockport Wealth LLC, Discipline Wealth Solutions, LLC, Investment Partners, Ltd., Oak Family Advisors, Llc, LeConte Wealth Management, LLC, Forefront Analytics, LLC, Gibbs Wealth Management, Financial Advisory Corp /ut/ /adv, och Midwest Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 631 | 9,35 | 492 | 10,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49 086 | 11,33 | 5 220 | 12,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6 581 | 60,63 | 700 | 61,81 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 10 204 | 0,01 | 1 085 | 0,74 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 706 | 10,31 | 289 | 12,02 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 12 072 | 29,50 | 1 284 | 30,39 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18 135 | 0,78 | 1 928 | 1,47 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3 557 | 5,05 | 378 | 5,88 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 51 310 | 5 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5 197 326 | 20,12 | 552 684 | 20,96 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 12 707 | 4,69 | 1 351 | 5,46 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 255 040 | 6,55 | 27 121 | 7,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81 485 | 8 665 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 60 557 | 27,02 | 6 440 | 27,91 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12 657 | 19,39 | 1 346 | 19,88 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0,88 | 12 | 0,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 600 | 76,27 | 276 | 78,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 550 | 4,94 | 271 | 5,86 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 298 896 | 8,49 | 31 785 | 9,25 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 607 | 24,32 | 809 | 25,08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 226 | 0,09 | 0 | |||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 2 535 | 32,10 | 270 | 33,17 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2 940 | 3,45 | 313 | 4,00 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 894 | 733 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 6 392 | 86,79 | 680 | 88,09 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 140 610 | 35,36 | 14 952 | 36,31 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 5 126 | 0,49 | 545 | 1,30 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 424 | 0,26 | 364 | 1,11 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7 285 | 3,95 | 775 | 4,59 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 31 013 | 1,31 | 3 298 | 2,01 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 505 | 5,45 | 798 | 6,26 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 43 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 65 765 | 37,27 | 6 993 | 38,23 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 700 | 0,52 | 393 | 1,29 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4 018 | 89,26 | 427 | 90,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 4 926 | 524 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8 299 | 4,73 | 876 | 4,91 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 21 668 | 0,19 | 2 304 | 0,92 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 10 684 | 59,68 | 1 136 | 60,91 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 79 141 | 4,02 | 8 416 | 4,74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 90 007 | 48,23 | 10 | 50,00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 37 437 | 12,16 | 3 981 | 12,97 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7 907 | 841 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 1 921 | 204 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 60 505 | 6 433 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 | 4 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64 591 | 15,01 | 6 869 | 15,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13 503 | 77,60 | 1 436 | 78,93 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15 181 | 12,62 | 1 614 | 13,42 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 310 219 | 3,67 | 32 989 | 4,39 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 844 | 90 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 939 | 8,22 | 525 | 9,15 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4 452 | 31,40 | 473 | 32,87 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 881 | 19,54 | 94 | 20,78 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8 284 | 0,57 | 881 | 1,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 738 | 62,70 | 1 355 | 63,92 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 112 | 3,33 | 969 | 3,97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12 258 | 0,38 | 1 304 | 1,09 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 239 | 0,42 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6 142 | 70,37 | 653 | 71,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 584 732 | 1,01 | 62 180 | 2,00 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 30 465 | 11,13 | 3 240 | 11,92 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2 121 | 226 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 168 | 1,13 | 124 | 2,48 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 39 397 | 9,43 | 4 190 | 10,21 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 49 469 | 30,95 | 5 261 | 31,86 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6 679 | 69,73 | 710 | 71,08 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7 922 | 0,76 | 842 | 1,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668 997 | 2,09 | 71 | 2,90 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 065 | 117,39 | 858 | 119,18 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 34 535 | 5,24 | 3 672 | 5,97 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12 636 | 1,09 | 1 344 | 1,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 636 435 | 2,76 | 280 359 | 3,48 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 895 | 202 | ||||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5 277 | 4,29 | 557 | |||||
| 2025-07-24 | 13F | Eastern Bank | 423 | 1 264,52 | 45 | 1 366,67 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14 505 | 0,83 | 1 542 | 1,51 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 28 825 | 3 065 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 23 262 | 0,02 | 2 474 | 0,73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 133 662 | 8,29 | 14 | 7,69 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 15 316 | 5,15 | 1 629 | 5,85 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33 627 | 3,05 | 3 576 | 3,77 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6 300 | 670 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 130 304 | 13 857 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2 303 | 245 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 107 503 | 1,60 | 11 432 | 2,31 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 2 034 | 0,54 | 216 | 1,41 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 35 050 | 0,22 | 3 727 | 0,92 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2 591 | 276 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68 148 | 10,33 | 7 247 | 11,10 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 94 218 | 45,68 | 10 019 | 46,71 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2 080 | 18,52 | 221 | 19,46 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10 949 | 2,85 | 1 164 | 3,56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 290 483 | 6,79 | 30 675 | 6,92 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 354 | 5,96 | 1 959 | 7,05 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 45 166 | 0,29 | 4 803 | 1,01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 31 774 | 7,88 | 3 379 | 8,62 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 4 065 | 12,42 | 432 | 13,39 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2 840 | 28,51 | 302 | 29,61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5 961 | 29,28 | 636 | 30,86 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 16 600 | 30,71 | 1 765 | 31,62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 216 032 | 524,89 | 23 | 633,33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 126 | 332 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 990 | 26,86 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 022 | 303,82 | 428 | 306,67 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 39 004 | 49,70 | 4 148 | 50,75 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 067 | 118,95 | 645 | 120,89 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 16 709 | 7,01 | 1 776 | 8,56 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 73 104 | 2,71 | 7 774 | 3,42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 598 | 374,60 | 64 | 384,62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 277 407 | 21,45 | 135 839 | 22,30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102 775 | 7,78 | 10 929 | 8,54 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 641 | 61,06 | 68 | 61,90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137 877 | 85,71 | 14 662 | 87,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63 223 | 4,26 | 6 723 | 5,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 171 641 | 1 228,49 | 18 252 | 1 238,12 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 210 | 235 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 31 | 3 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 51 373 | 11,81 | 5 463 | 12,62 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 6 382 | 0,06 | 679 | 0,89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 332 223 | 5,69 | 35 325 | 7,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 851 | 167,10 | 197 | 168,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 668 165 | 43,95 | 71 053 | 44,95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17 696 | 4,38 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 708 | 20,72 | 1 458 | 21,52 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 18 052 | 3,59 | 1 920 | 4,29 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24 024 | 1,91 | 2 555 | 2,61 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 748 | 930 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 539 | 376 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6 077 | 41,82 | 646 | 42,92 | ||||
| 2025-07-09 | 13F | Exchange Bank | 10 435 | 20,57 | 1 110 | 21,47 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 4 674 | −1,62 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6 370 874 | 92,80 | 677 479 | 94,15 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 172 817 | 0,33 | 18 379 | 1,55 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 37 600 | 3,72 | 3 998 | 4,44 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 13 254 | 0,04 | 1 409 | 0,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 565 | 3,52 | 592 | 4,23 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 2 368 | 3,54 | 252 | 4,15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 18 619 | 1 980 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 547 610 | 10 878,55 | 58 233 | 10 970,72 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10 578 | 7,72 | 1 125 | 8,49 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 264 | 0,76 | 28 | 3,70 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 691 | 10,54 | 393 | 11,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 970 378 | 14,19 | 103 190 | 14,99 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 12 561 | 5,44 | 1 337 | 6,79 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2 535 | 270 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 025 | 10 331,03 | 322 | 10 600,00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 23 177 | 11,04 | 2 465 | 11,80 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 364 | 87,63 | 39 | 90,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 61 197 | 22,96 | 6 508 | 23,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 701 | 16,54 | 1 138 | 17,46 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 525 | 0 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4 054 | 0,27 | 431 | 0,94 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4 000 | 0,08 | 425 | 0,71 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 16 736 | 35,10 | 1 780 | 36,01 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 957 | 0,06 | 527 | 0,76 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8 517 | 906 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16 200 | 14,08 | 1 723 | 14,88 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4 615 | 491 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 524 | 24,96 | 375 | 25,93 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 479 | 51 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 227 599 | 2,80 | 768 583 | 3,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 155 039 | 15,13 | 122 827 | 15,94 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6 803 | 723 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 27 860 | 6,76 | 2 963 | 7,51 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 235 731 | 8,30 | 25 068 | 9,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 526 015 | 38,59 | 55 936 | 39,56 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 243 754 | 18,93 | 25 921 | 19,77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 12 883 | 52,41 | 1 370 | 53,48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522 386 | 5,24 | 55 550 | 5,98 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9 077 | 26,90 | 965 | 27,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77 970 | 6,65 | 8 291 | 7,40 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5 936 | 0,44 | 634 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17 574 | 4,16 | 1 873 | 5,40 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 9 672 | 0,45 | 1 029 | 1,18 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 9 920 | 0,49 | 1 055 | 1,15 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 40 212 | 8,39 | 4 276 | 9,17 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 1 922 | 195,69 | 204 | 200,00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8 082 | 36,84 | 859 | 37,88 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 18 985 | 0,53 | 2 019 | 1,20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266 631 | 9,97 | 28 354 | 10,75 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 91 451 | 8,52 | 9 725 | 9,27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9 404 | 0,01 | 1 000 | 0,81 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 16 907 | 219,66 | 1 798 | 222,04 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 23 403 | 3,97 | 2 485 | 4,55 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3 738 | 397 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 113 906 | 6,72 | 12 113 | 7,46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 470 | 2,35 | 1 541 | 3,42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 194 536 | 22,35 | 20 687 | 23,21 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 337 | 7,33 | 1 737 | 8,09 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 696 | 0,71 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 17 332 | 0,32 | 1 843 | 1,04 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 3 060 | 325 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 903 | 19,92 | 96 | 21,52 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 506 | 103,52 | 2 606 | 104,96 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7 520 | 13,85 | 800 | 14,63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 898 621 | 4,98 | 733 599 | 5,71 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5 956 | 58,49 | 633 | 59,85 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 11 415 | 7,79 | 1 214 | 8,50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 569 684 | 1,88 | 60 580 | 2,59 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 4 175 | 43,97 | 444 | 44,77 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 787 | 41,35 | 2 530 | 42,32 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3 525 | 0 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 16 748 | 26,68 | 1 781 | 27,51 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 9 101 | 60,57 | 968 | 61,71 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72 649 | 908 012,50 | 7 725 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8 471 | 0,58 | 901 | 1,24 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9 234 | 0,12 | 982 | 0,93 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 29 561 | 0,13 | 3 143 | 0,83 | ||||
| 2025-08-14 | 13F | Wit, Llc | 418 588 | 44 513 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 37 497 | 178,04 | 4 | 200,00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5 952 | 22,02 | 633 | 22,72 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 13 470 | 2,59 | 1 432 | 3,32 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 19 512 | 70,05 | 2 075 | 71,26 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 833 | 89 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 503 994 | 4,39 | 585 294 | 5,12 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 24 619 | 23,96 | 2 618 | 24,80 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4 116 | 0,51 | 438 | 1,39 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7 495 | 2,04 | 797 | 2,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73 148 | 34,91 | 8 | 40,00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10 135 | 60,44 | 1 078 | 61,47 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 18 175 | 1,32 | 1 933 | 2,01 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 599 247 | 2,88 | 63 680 | 3,53 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2 264 | 241 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11 487 | 0,81 | 1 221 | 1,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 345 796 | 9,18 | 36 772 | 9,94 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 054 | 43,43 | 644 | 44,49 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 63 498 | 1,04 | 6 752 | 1,75 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 28 812 | 4,78 | 3 064 | 5,51 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 10 779 | 65,68 | 1 146 | 66,81 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 254 317 | 2,11 | 27 044 | 2,82 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 37 621 | 3,40 | 4 001 | 4,11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 43 | 5 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 4 984 | 4,95 | 530 | 5,79 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 11 395 | 1 212 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 600 | 6,67 | 170 | 7,59 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5 025 | 0,58 | 534 | 1,33 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 70 870 | 128,86 | 7 536 | 130,46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50 339 | 314,65 | 5 353 | 317,80 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 412 277 | 8,98 | 362 861 | 9,74 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65 049 | 16,52 | 6 917 | 17,34 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 50 317 | 2,22 | 5 351 | 2,92 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 073 | 220 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 6 842 | 7,43 | 728 | 8,18 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 88 007 | 29,79 | 9 359 | 30,70 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 959 | 208 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 421 | 364 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 98 841 | 14,92 | 10 511 | 15,72 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 228 | 156,90 | 131 | 160,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 606 | 3,88 | 809 | 4,53 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 134 037 | 26,78 | 14 254 | 27,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 544 529 | 0,27 | 57 905 | 0,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 279 363 | 12,64 | 29 709 | 13,41 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 14 918 | 5,16 | 1 586 | 5,87 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8 749 | 29,92 | 930 | 30,80 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 7 150 | 760 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 102 223 | 9,19 | 10 866 | 10,02 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13 637 | 21,98 | 1 450 | 22,88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 198 105 | 6,86 | 21 066 | 7,61 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21 608 | 43,12 | 2 298 | 44,10 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 000 | 319 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 16 512 | 8,01 | 1 756 | 8,74 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 68 | 1,49 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 20 132 | 0,49 | 2 141 | 1,18 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 19 420 | 142,60 | 2 065 | 144,38 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 6 004 | 69,65 | 638 | 71,05 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 11 997 | 7,19 | 1 276 | 7,96 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 398 | 255 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 4 160 | 12,07 | 442 | 13,04 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2 011 | 214 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 270 077 | 11,41 | 28 720 | 12,19 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3 159 | 0,61 | 336 | 1,21 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 230 019 | 6 033,84 | 24 460 | 6 076,77 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1 988 | 211 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12 679 | 3,06 | 1 348 | 3,77 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11 884 | 90,11 | 1 264 | 91,36 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 092 | 0,58 | 222 | 1,37 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 1 929 | 205 | ||||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 9 344 | 32,84 | 994 | 33,83 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 218 | 49,01 | 768 | 50,10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 418 214 | 7,47 | 150 813 | 8,22 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5 690 | 6,28 | 605 | 7,08 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 39 565 | 2,04 | 4 207 | 2,76 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 6 936 | 27,06 | 738 | 27,95 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4 669 | 41,10 | 497 | 42,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 066 | 113 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0,00 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 486 | 52 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15 290 | 0,35 | 1 626 | 0,99 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 690 | 0,21 | 1 349 | 0,90 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 9 314 | 9,45 | 991 | 10,36 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 804 | 0,63 | 85 | 1,19 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3 285 | 349 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 75 300 | 42,13 | 8 007 | 43,14 | ||||
| 2025-07-16 | 13F | Novem Group | 5 938 | 11,60 | 631 | 12,48 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 97 860 | 51,39 | 10 407 | 52,47 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 37 918 | 25,06 | 4 032 | 25,96 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36 639 | 8,65 | 3 896 | 9,41 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 135 | 44,27 | 333 | 45,41 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2 202 | 234 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 736 | 0,48 | 291 | 1,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 609 | 6,37 | 597 | 7,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 45 267 | 16,05 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2 938 | 0,20 | 312 | 0,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 253 | 452 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7 045 | 2,41 | 749 | 3,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 990 029 | 1,56 | 105 252 | 2,24 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6 887 | 732 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1 925 | 205 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 2 693 738 | 1,30 | 286 452 | 2,01 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 5 826 | 54,29 | 620 | 55,78 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 71 836 | 3,07 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 3 562 | 7,29 | 379 | 8,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 397 823 | 730,75 | 42 304 | 736,71 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 16 555 | 0,26 | 1 760 | 0,98 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 88 830 | 11,46 | 9 446 | 12,23 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 11 780 | 11,87 | 1 253 | 12,69 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 917 | 13,68 | 310 | 14,81 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24 377 | 27,16 | 2 592 | 28,06 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 19 462 | 1,79 | 2 070 | 2,48 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3 408 | 2,34 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 8 005 | 15,71 | 851 | 16,58 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 75 419 | 18,91 | 8 020 | 19,76 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 040 | 110 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 405 | 7,58 | 894 | 8,24 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 8 543 | 11,01 | 908 | 11,82 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 55 382 | 3,78 | 5 889 | 4,51 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 3 005 | 320 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 18 399 | 4,87 | 1 957 | 5,62 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 142 680 | 2,79 | 15 173 | 3,51 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8 187 | 0,04 | 871 | 0,69 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3 710 | 17,52 | 395 | 18,32 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17 056 | 175,72 | 1 814 | 177,64 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 20 732 | 58,15 | 2 205 | 59,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 30 996 | 24,15 | 3 296 | 25,04 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 532 | 269 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 907 | 11,24 | 522 | 12,04 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 8 853 | 196,58 | 941 | 198,73 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 4 120 | 13,06 | 438 | 14,06 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 5 543 | 0,58 | 589 | 1,38 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25 126 | 10,99 | 2 672 | 11,76 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 16 061 | 41,06 | 1 708 | 42,01 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 109 496 | 8,31 | 11 644 | 9,07 | ||||
| 2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 15 674 | 1 667 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 302 116 | 4,00 | 32 127 | 4,74 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 32 912 | 22,88 | 3 500 | 23,73 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 200 825 | 11,33 | 21 356 | 12,11 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 156 443 | 0,21 | 16 636 | 0,91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 884 | 307 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 098 | 25,78 | 329 | 26,54 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 15 596 | 10,64 | 1 658 | 11,42 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 5 208 | 10,22 | 554 | 11,04 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8 453 | 8,19 | 899 | 8,85 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 203 | 22 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 941 | 6,12 | 205 | 5,70 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3 683 | 44,09 | 392 | 45,35 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 73 739 | 1,11 | 7 841 | 1,82 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 333 263 | 57,57 | 35 439 | 59,93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 21 922 | 13,04 | 2 331 | 13,87 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 29 234 | 2,85 | 3 109 | 3,57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6 659 | 0,56 | 708 | 1,29 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61 915 | 15,29 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 920 | 15,62 | 842 | 16,46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21 127 | 8,34 | 2 247 | 9,24 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10 325 | 1,19 | 1 098 | 1,86 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19 708 | 105,29 | 2 096 | 106,81 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 22 785 | 32,35 | 2 423 | 33,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 518 520 | 1,22 | 55 139 | 1,93 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 30 586 | 2,63 | 3 253 | 3,37 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 5 119 | 544 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 16 365 | 39,24 | 1 740 | 40,21 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 211 | 43,22 | 341 | 44,49 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 2 716 | 3,94 | 289 | 4,73 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 381 277 | 5,11 | 40 545 | 5,85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 659 | 0,95 | 283 | 1,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28 837 | 24,61 | 3 067 | 25,50 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17 800 | 1 893 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3 200 | 340 | ||||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 13 830 | 40,08 | 1 471 | 41,07 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 313 | 6,02 | 459 | 6,76 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3 310 | 40,37 | 352 | 40,96 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 51 101 | 80,73 | 5 434 | 82,04 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 79 361 | 1,19 | 8 462 | 2,17 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 13 254 | 118,07 | 1 409 | 119,81 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 486 492 | 4,39 | 51 734 | 5,12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 366 | 10,73 | 571 | 11,55 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 5 326 | 566 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 1 989 | 212 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2 957 | 37,79 | 314 | 38,94 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 11 808 | 1 256 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 596 | 384 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 986 | 105 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 109 | 7,24 | 543 | 7,95 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9 545 | 385,01 | 1 015 | 390,34 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 13 659 | 18,68 | 1 452 | 19,51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 545 | 24,70 | 2 610 | 25,66 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 3 290 | 350 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 13 077 | 1 375 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 214 | 8,08 | 23 | 10,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 185 745 | 322,23 | 19 752 | 325,23 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14 996 | 7,08 | 1 595 | 7,85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 83 722 | 36,50 | 9 | 33,33 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 23 205 | 0,57 | 2 468 | 1,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 051 | 60,14 | 750 | 61,42 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 2 080 | 221 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 200 505 | 13,06 | 21 322 | 13,85 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 19 123 | 7,48 | 2 033 | 8,25 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 2 112 | 2,18 | 225 | 2,75 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 410 | 247,29 | 150 | 254,76 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 87 599 | 29,52 | 9 315 | 30,44 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2 460 | 8,18 | 262 | 8,75 | ||||
| 2025-08-05 | 13F | Allstate Corp | 20 644 | 2 195 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 33 148 | 0,74 | 3 525 | 1,44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12 598 | 18,87 | 1 340 | 19,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 134 403 | 84,93 | 14 292 | 86,24 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3 036 | 57,71 | 323 | 58,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 44 144 | 8,81 | 4 694 | 9,60 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 230 | 237 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 493 800 | 49,64 | 52 511 | 50,68 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13 241 | 1 408 | ||||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6 829 | 726 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 83 020 | 126,56 | 8 825 | 128,33 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 6 813 | 1,17 | 1 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 181 | 0 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 4 590 | 488 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44 711 | 4 755 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 1 970 | 0,05 | 209 | 0,97 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7 736 | 25,06 | 1 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12 927 | 1 375 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 44 943 | 11,12 | 4 779 | 11,89 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 2 938 | 0,55 | 312 | 1,30 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5 637 | 163,78 | 599 | 166,22 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 644 | 1,65 | 279 | 2,95 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 20 037 | 33,72 | 2 131 | 34,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 151 | 1,01 | 2 462 | 1,69 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 17 496 | 1 861 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 80 020 | 20,42 | 8 509 | 21,26 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 48 | 5 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 429 | 0,58 | 258 | 1,18 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 30 561 | 3 250 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 5 885 | 626 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 278 065 | 2,16 | 29 569 | 2,88 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 274 | 2,50 | 4 070 | 3,25 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 5 383 | 0,94 | 572 | 1,60 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 601 | 23,39 | 1 553 | 24,26 |
