Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF inkluderar Presper Financial Architects, LLC, Vantage Financial Partners, LLC, Diversified Trust Co, Founders Financial Securities Llc, N.E.W. Advisory Services LLC, Colony Group, LLC, Kestra Private Wealth Services, Llc, Apollon Wealth Management, LLC, Holistic Planning, LLC, Western Wealth Management, LLC, London & Capital Asset Management Ltd, Rollins Financial Advisors, LLC, Aqr Capital Management Llc, Bensler, LLC, NWF Advisory Services Inc., Annex Advisory Services, LLC, D. E. Shaw & Co., Inc., Advyzon Investment Management, LLC, Aspire Capital Advisors LLC, och XTX Topco Ltd .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 109 914 | 0,14 | 3 878 | 9,37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 397 391 | 3,86 | 14 | 16,67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 103 040 | 17,49 | 3 635 | 28,40 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 134 514 | 1,28 | 4 746 | 10,68 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 254 467 | 1,12 | 8 978 | 10,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 777 031 | 12,89 | 27 414 | 23,38 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 319 889 | 18,94 | 11 286 | 30,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 679 837 | 38,10 | 23 985 | 50,94 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 13 495 | 42,08 | 495 | 67,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 12 649 | 446 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 351 355 | 19,28 | 188 796 | 30,37 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 726 645 | 14,39 | 25 636 | 25,03 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 812 962 | 2,58 | 28 681 | 12,11 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 17 585 | 39,50 | 620 | 52,71 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 165 726 | 24,53 | 5 847 | 36,11 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 77 134 | 3,15 | 2 721 | 12,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 160 080 | 2,52 | 5 648 | 12,04 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 25 392 | 37,92 | 896 | 50,67 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 165 144 | 3,14 | 5 826 | 12,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 595 | 243,01 | 56 | 273,33 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 99 619 | 12,53 | 3 515 | 23,00 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6 057 | 214 | ||||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 1 653 432 | 50,56 | 58 333 | 64,56 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 1 026 419 | 1,03 | 36 212 | 10,42 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 290 328 | 15,49 | 10 344 | 27,48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 071 | 532 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 455 | 34,13 | 510 | 46,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 779 596 | 5,68 | 63 389 | 16,61 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 127 588 | 3,78 | 4 501 | 13,43 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 20 978 | 30,76 | 740 | 43,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 215 602 | 301,24 | 7 606 | 338,64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 620 | 375 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 221 | 8 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 77 955 | 7,06 | 2 750 | 17,02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 21 335 | 4,40 | 753 | 14,11 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 205 303 | 16,14 | 7 243 | 26,94 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 92 197 | 121,20 | 3 250 | 141,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 728 693 | 22,05 | 378 508 | 33,40 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 89 748 | 3 166 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 32 144 | 0,26 | 1 134 | 9,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 337 087 | 0,65 | 11 899 | 10,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 40 697 | 165,85 | 1 436 | 190,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 283 743 | 85,98 | 10 | 150,00 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 10 101 | 356 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 97 734 | 2,87 | 3 448 | 12,46 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6 637 | 234 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 573 | 51,33 | 126 | 65,79 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 105 671 | 8,12 | 3 728 | 18,20 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 9 936 | 0,65 | 351 | 10,06 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 847 | 206 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 661 | 14,65 | 517 | 25,49 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 278 309 | 1,15 | 45 099 | 10,55 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 62 642 | 9,96 | 2 210 | 20,24 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17 440 | 6 359,26 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 129 390 | 4,24 | 4 741 | 18,32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 260 137 | 3,53 | 9 178 | 13,16 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 22 359 | 17,83 | 789 | 28,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 199 | 924 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44 651 | 56,35 | 1 575 | 71,01 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 21 617 | 232,06 | 763 | 262,86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 725 494 | 7,71 | 96 155 | 17,72 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 74 465 | 11,58 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 33 434 | 15,22 | 1 180 | 25,96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 379 262 | 15,04 | 13 498 | 26,84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 56 618 | 4,65 | 1 884 | 7,85 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 288 076 | 0,03 | 10 163 | 9,33 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 147 281 | 15,72 | 5 196 | 26,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 319 921 | 6,61 | 11 287 | 16,51 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 233 | 8 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 269 620 | 1,93 | 9 512 | 13,77 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 51 021 | 11,72 | 1 800 | 22,12 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 446 | 96,71 | 2 168 | 114,98 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 34 804 | 0,10 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 765 583 | 6,11 | 62 | 16,98 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 169 122 | 12,82 | 5 974 | 23,46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 20 733 | 731 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 191 700 | 128,98 | 6 763 | 150,30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 299 794 | 505,22 | 10 577 | 561,83 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 856 | 277 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62 019 | 511,99 | 2 188 | 569,11 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 615 | 233 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 209 668 | 6,12 | 7 397 | 15,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 231 101 | 11,36 | 8 153 | 21,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43 884 | 83,98 | 1 548 | 101,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81 822 | 7,92 | 2 887 | 17,94 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 358 277 | 12,04 | 12 640 | 22,46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 467 657 | 87,19 | 16 499 | 104,59 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 102 166 | 0,08 | 3 604 | 9,38 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 3 450 | 122 | ||||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 5 818 | 205 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 632 | 1 398 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 11 344 | 29,56 | 400 | 41,84 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 29 595 | 11,51 | 1 044 | 21,96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 90 911 | 63,98 | 3 | 200,00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6 012 | 212 | ||||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 310 372 | 148,31 | 10 950 | 171,42 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9 067 | 320 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 397 629 | 4,44 | 14 028 | 14,14 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 288 967 | 35,61 | 10 195 | 47,65 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 28 643 | 1 011 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89 066 | 4,76 | 3 142 | 14,50 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 114 722 | 31,43 | 4 047 | 43,66 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 24 085 | 116,92 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 577 628 | 7,28 | 20 379 | 17,26 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 240 362 | 7,23 | 8 480 | 17,19 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13 768 | 16,23 | 486 | 26,96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 400 | 332 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 12 750 | 8,51 | 450 | 18,47 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 128 687 | 33,67 | 4 540 | 46,12 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 317 222 | 5,56 | 10 240 | 2,42 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 334 480 | 1,64 | 11 800 | 11,09 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 681 | 200 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 509 206 | 4,16 | 17 965 | 13,83 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 140 321 | 5 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 147 | 570 | ||||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 723 196 | 2,90 | 25 514 | 12,46 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 99 765 | 38,12 | 3 520 | 50,97 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 89 271 | 41,14 | 3 149 | 54,29 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 250 | 3,39 | 44 | 10,00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 325 727 | 54,36 | 11 492 | 68,71 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 89 730 | 12,91 | 3 166 | 23,39 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 7 125 | 251 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 75 266 | 2,04 | 2 655 | 11,55 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 124 | 216 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 210 150 | 10,79 | 42 694 | 21,09 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 973 312 | 10,28 | 34 339 | 20,53 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 3 450 | 122 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 397 256 | 82,11 | 49 295 | 99,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 595 164 | 56,56 | 20 997 | 71,12 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 856 138 | 0,59 | 30 205 | 9,94 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 279 053 | 5,43 | 9 845 | 15,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58 087 | 2 049 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 914 706 | 2,47 | 32 271 | 11,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 083 | 4,41 | 73 | 14,06 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 45 358 | 1 600 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 273 | 18,70 | 10 | 28,57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 89 104 | 0,97 | 3 144 | 10,36 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 31 429 | 110,35 | 1 109 | 129,88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 19 160 | 4,07 | 676 | 13,64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 265 | 18,93 | 468 | 29,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 133 941 | 15,57 | 75 285 | 26,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 653 | 13,80 | 129 | 24,27 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 99 059 | 45,10 | 3 495 | 58,60 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8 709 | 9,42 | 307 | 19,92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17 945 | 3,58 | 633 | 13,24 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8 226 | 290 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 360 | 4,95 | 612 | 14,82 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 459 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 39 660 | 5,55 | 1 399 | 15,43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 560 | 67,51 | 478 | 83,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41 803 | 18,13 | 1 475 | 29,07 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 221 367 | 3,02 | 7 810 | 12,59 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 155 | 1,96 | 394 | 11,65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 124 740 | 5,45 | 4 401 | 15,24 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9 678 | 341 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8 121 | 287 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 47 116 | 5,30 | 1 662 | 15,10 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 15 517 215 | 13,90 | 547 | 24,60 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 52 636 | 1 928 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 52 026 | 7,86 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 976 | 7,32 | 528 | 17,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 774 738 | 121,85 | 97 893 | 142,47 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 49 608 | 10,25 | 1 750 | 20,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 541 925 | 36,89 | 19 119 | 49,61 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 135 837 | 26,27 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28 348 | 13,87 | 1 000 | 24,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116 736 | 20,52 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 40 475 | 2,66 | 1 428 | 12,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 367 223 | 6,53 | 12 956 | 16,43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 238 766 | 0,10 | 8 424 | 9,40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 33 200 | 1 171 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 104 935 | 13,80 | 3 702 | 24,40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 763 | 12,85 | 274 | 22,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 296 | 11,49 | 892 | 21,86 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 57 906 | 9,44 | 2 043 | 19,63 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 318 015 | 1,80 | 11 220 | 11,26 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 139 461 | 8,03 | 4 920 | 18,07 | ||||
| 2025-08-08 | 13F | Creative Planning | 24 673 | 26,70 | 870 | 38,54 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 29 214 | 4,57 | 1 031 | 9,46 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 344 469 | 8,68 | 12 153 | 18,78 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 46 524 | 43,75 | 1 641 | 57,18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 754 | 11,99 | 521 | 22,64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99 758 | 11,84 | 3 519 | 22,23 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 22 800 | 15,15 | 804 | 25,82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 788 479 | 15,98 | 98 385 | 26,76 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 277 | 257 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 59 707 | 17,44 | 2 106 | 28,34 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 828 658 | 0,12 | 64 515 | 9,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 21 023 | 1 721,75 | 742 | 1 902,70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 790 | 1,28 | 28 | 12,50 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 145 638 | 9,43 | 4 663 | 1,77 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 25 774 | 40,29 | 909 | 53,29 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 155 089 | 8,81 | 5 472 | 18,93 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 5 836 | 206 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 46 819 | 8,94 | 1 652 | 19,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 229 565 | 0,48 | 8 099 | 9,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 031 681 | 50,77 | 36 305 | 64,82 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 75 286 | 1,70 | 2 656 | 11,18 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 101 219 | 3 571 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8 520 | 21,35 | 301 | 32,74 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 52 673 | 2,00 | 1 858 | 11,52 |
