Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 10-20 Year Treasury Bond ETF inkluderar ARGI Investment Services, LLC, Watchman Group, Inc., Integrity Alliance, Llc., Phoenix Holdings Ltd., Goodman Advisory Group, LLC, Anderson Hoagland & Co, Veridan Wealth LLC, Vise Technologies, Inc., BCU Wealth Advisors, LLC, Miracle Mile Advisors, LLC, Leavell Investment Management, Inc., Tyche Wealth Partners LLC, Buckingham Strategic Partners, First International Bank of Israel Ltd., AlphaQ Advisors LLC, Anchor Pointe Wealth Management, LLC, Patriot Investment Management Inc., Optima Capital Llc, United Advisor Group, LLC, och Richmond Investment Services, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 271 770 | 0,52 | 129 212 | −1,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 273 | 1,91 | 0 | |||||
| 2025-07-24 | 13F | JB Capital LLC | 321 706 | 43,94 | 32 685 | 40,96 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 77 712 | 10,39 | 7 896 | 8,11 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 4 076 | 13,66 | 414 | 11,29 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 12 715 | 28,55 | 1 292 | 25,83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 621 | 13,32 | 266 | 11,30 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 31 487 | 17,68 | 3 199 | 15,28 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 13 000 | 19,06 | 1 321 | 16,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 903 142 | 1,62 | 91 759 | −0,48 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 12 255 | 1 245 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9 758 | 991 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 3 | 0 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 7 001 | 699 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 19 983 | 45,91 | 2 012 | 45,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 574 080 | 39,88 | 58 327 | 36,98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 825 | 389 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59 338 | 16,11 | 6 029 | 13,71 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 58 844 | 5 979 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 12 410 | 1 261 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 32 635 | 57,92 | 3 316 | 54,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 280 494 | 12,50 | 28 498 | 10,17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 425 450 | 34,56 | 145 | 32,11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 31 847 | 21,90 | 3 200 | 18,08 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 3 801 | 386 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 7 882 291 | 3,00 | 800 841 | 0,86 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 51 925 | 43,36 | 5 276 | 40,40 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 92 556 | 77,85 | 9 404 | 74,16 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 781 | 41,83 | 486 | 40,87 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 42 558 | 30,69 | 4 324 | 27,98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29 624 | 124,44 | 3 010 | 119,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 238 638 | 12,34 | 24 246 | 10,01 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 212 | 22 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 108 387 | 10,89 | 11 012 | 13,28 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5 575 | 566 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 763 | 26,33 | 2 313 | 23,70 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 23 | 360,00 | 2 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 50 054 | 39,15 | 5 085 | 36,29 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 713 | 61,96 | 1 683 | 58,08 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 079 | 1 735 | ||||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 107 | 0,94 | 11 | 0,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 20 497 | 21,26 | 2 083 | 18,77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35 379 | 61,99 | 3 595 | 58,68 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 37 332 | 17,21 | 3 793 | 14,77 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 17 604 | 12,23 | 1 807 | 14,89 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 41 162 | 47,68 | 4 182 | 44,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 221 | 31,21 | 530 | 28,64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 22 363 | 36,84 | 2 272 | 34,04 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 684 | 21,17 | 273 | 18,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 185 | 20,85 | 222 | 18,72 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 73 196 | 105,28 | 7 437 | 101,03 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 38 097 | 22,21 | 3 787 | 20,80 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 40 | 0 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 036 | 207 | ||||||
| 2025-08-14 | 13F | DRW Securities, LLC | 3 800 | 386 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 667 | 34,68 | 3 421 | 31,89 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 866 | 291 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 3 522 | 358 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 49 152 | 19,15 | 4 994 | 16,69 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 595 | 132,89 | 467 | 128,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 258 659 | 29,91 | 128 | 27,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 343 768 | 14,28 | 137 | 12,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 695 013 | 28,52 | 172 213 | 25,85 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 171 207 | 33,69 | 17 395 | 30,92 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 22 928 | 100,24 | 2 329 | 96,21 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11 953 | 25,86 | 1 214 | 23,25 | ||||
| 2025-08-11 | 13F | Eq Llc | 23 651 | 586,33 | 2 403 | 572,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 2 950 | 0,68 | 300 | −1,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 313 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 871 | 1 917 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 8 784 | 21,58 | 892 | 19,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 091 751 | 32,25 | 720 522 | 29,51 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 4 699 | 477 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 419 045 | 238,39 | 42 575 | 231,40 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 16 780 | 2,23 | 1 705 | 0,12 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8 285 | 32,75 | 832 | 28,44 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 2 809 | 285 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 266 | 4,86 | 1 145 | 2,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 47 | 5 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 72 900 | 27,42 | 7 407 | 24,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 25 600 | 700,00 | 2 601 | 683,13 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 79 459 | 163,71 | 8 | 166,67 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 53 133 | 34,50 | 5 398 | 31,72 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 37 232 | 0,71 | 3 783 | −1,38 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20 581 | 26,54 | 2 091 | 23,95 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 66 374 | 34,21 | 6 744 | 31,44 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 085 | 517 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 13 401 | 1 362 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 | 0 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 573 | 1 074 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 687 737 | 22,06 | 171 | 19,58 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10 876 | 1 105 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13 649 | 11,66 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 76 968 | 0,24 | 7 820 | −1,85 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 64 029 | 227,93 | 6 643 | 241,89 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22 | 2 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 333 | 49,17 | 2 066 | 46,04 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 110 053 | 46,81 | 11 181 | 43,77 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4 050 | 411 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 34 895 | 113,48 | 3 545 | 109,14 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 14 | 1 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 28 507 | 9,82 | 2 896 | 7,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 797 105 | 1,49 | 995 386 | −0,62 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 26 861 | 2 729 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 52 594 | 43,92 | 5 344 | 40,94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 973 | 9,79 | 302 | 7,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 145 531 | 40,14 | 14 786 | 37,23 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 503 402 | 42,16 | 51 146 | 39,22 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 552 989 | 17,48 | 56 184 | 15,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 733 | 18,77 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 001 | 1,00 | 711 | −1,11 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 154 237 | 2,75 | 15 670 | 0,62 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 060 | 1 971,43 | 413 | 1 960,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 49 820 | 22,17 | 5 062 | 19,65 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 332 | 69,60 | 237 | 66,20 | ||||
| 2025-08-27 | NP | FAFIX - PFM Multi-Manager Fixed-Income Fund Institutional Class | 800 028 | 73,20 | 81 283 | 69,62 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 19 068 | 15,30 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 800 | 60,16 | 488 | 57,10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 66 | 8,20 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 176 | 221 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41 228 | 339,02 | 4 189 | 348,39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 584 | 36,17 | 364 | 33,33 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 2 676 | 272 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 48 138 | 1,85 | 4 891 | −0,27 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 50 033 | 42,13 | 5 083 | 39,18 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9 311 | 42,54 | 946 | 39,59 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 7 723 | 110,21 | 785 | 105,77 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 009 | 28,37 | 204 | 25,93 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 198 | 15,83 | 325 | 13,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78 847 | 3,49 | 8 011 | 1,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 181 | 57,32 | 933 | 54,05 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 108 613 | 54,17 | 11 035 | 50,98 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 47 243 | 11,60 | 4 800 | 9,27 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 18 550 | 22,32 | 1 885 | 19,77 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 9 580 | 973 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 875 | 109,85 | 292 | 105,63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7 223 | 34,23 | 734 | 31,36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 574 | 6,94 | 465 | 4,74 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 637 | 20,36 | 268 | 17,62 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 793 751 | 63,68 | 80 645 | 60,29 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 19 528 | 67,26 | 1 984 | 63,83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 20 040 | 239,60 | 2 036 | 246,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 486 966 | 5,92 | 354 276 | 3,73 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 216 949 | 162,43 | 22 042 | 157,01 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 853 | 1 103 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5 356 | 544 | ||||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 270 388 | 0,61 | 27 471 | −1,47 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 5 945 | 6,03 | 604 | 3,96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 94 946 | 50,11 | 9 647 | 47,00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 86 | 4,88 | 9 | 0,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 53 154 | 4,82 | 5 400 | 2,64 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 2 194 | 4,03 | 223 | 1,83 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I 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 | 262 644 | 42,32 | 26 685 | 39,37 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 8 403 | 872 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 346 948 | 124,87 | 35 519 | 121,79 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 562 156 | 133,66 | 57 115 | 128,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 885 240 | 4,04 | 191 540 | 1,88 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 18 497 | 15,47 | 1 876 | 12,61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 56 934 | 37,66 | 5 784 | 34,79 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 404 | 13,77 | 346 | 11,29 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 103 737 | 71,10 | 10 540 | 67,55 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 791 228 | 1,53 | 80 389 | −0,58 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 23 189 | 498,58 | 2 356 | 487,28 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 209 | 72,05 | 732 | 68,66 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 715 | 90,56 | 581 | 86,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 19 217 499 | 33,95 | 1 952 492 | 31,18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 513 096 | 37,83 | 52 131 | 34,98 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 17 166 | 52,40 | 1 744 | 49,32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 81 | 8 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 231 | 26,76 | 938 | 24,11 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 4 705 | 13,92 | 483 | 16,43 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 34 287 | 21,00 | 3 484 | 18,51 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 444 581 | 43,92 | 45 169 | 40,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 212 119 | 17,89 | 21 551 | 15,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 149 | 218 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 67 077 | 6 815 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 251 | 4,42 | 1 550 | 2,24 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3 266 | 327 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 605 | 116,85 | 61 | 117,86 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26 139 | 22,14 | 2 656 | 19,59 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 24 889 | 31,25 | 2 529 | 34,18 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 39 512 | 4 014 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 403 125 | 32,13 | 40 958 | 29,39 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 9 606 | 31,28 | 976 | 28,46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 39 252 | 38,03 | 3 988 | 35,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 594 | 73,85 | 3 108 | 70,30 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 842 | 30,50 | 695 | 27,99 | ||||
| 2025-06-03 | 13F | Invst, LLC | 44 884 | 1 579,16 | 4 657 | 1 650,38 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 450 832 | 17,29 | 249 005 | 14,86 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2 108 | 214 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 8 486 | 189,03 | 849 | 190,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 60 545 | 512,37 | 6 151 | 500,10 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3 100 | 313 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 4 300 | 433 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11 165 | 1 134 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 131 | 14,97 | 420 | 12,63 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 2 917 | 11,72 | 296 | 9,63 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3 737 | 80,36 | 375 | 75,23 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 25 | 3 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 065 | 3,40 | 108 | 0,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 188 236 | 89,67 | 222 326 | 85,73 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 460 | 474,80 | 148 | 469,23 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 022 | 19,07 | 307 | 16,73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 352 | 111,73 | 645 | 107,40 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 55 578 | 459,87 | 5 647 | 448,69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 133 | 0,30 | 725 | −1,76 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 35 828 | 1 091,88 | 3 717 | 1 143,14 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12 791 | 0,02 | 1 300 | −2,04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 609 789 | 33,82 | 61 955 | 31,04 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2 001 | 203 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 88 014 | 164,62 | 8 942 | 159,19 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2 862 | 21,53 | 290 | 18,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 534 | 215,98 | 54 | 217,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 95 383 | 32,89 | 9 691 | 30,14 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2 827 | 284 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 152 147 | 44,75 | 15 458 | 41,76 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 964 | 1 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 25 796 | 29,72 | 2 621 | 27,00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 13 143 | 226,62 | 1 335 | 220,14 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | −5,00 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 19 642 | 97,41 | 1 996 | 93,31 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 12 249 | 39,07 | 1 244 | 36,25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 33 741 | 3 428 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 50 392 | 10,99 | 5 120 | 8,68 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2 415 | 18,79 | 239 | 17,16 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 653 | 16,21 | 473 | 13,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 783 | 3,98 | 791 | 1,80 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4 787 | 1,94 | 486 | −0,21 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 47 829 | 5,37 | 4 859 | 3,19 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 15 866 | 1 612 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 093 | 213 | ||||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 159 031 | 1,17 | 16 158 | −0,93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 021 | 298,48 | 610 | 287,90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 998 135 | 65,91 | 101 411 | 62,47 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 922 | 0 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 62 473 | 48,62 | 6 347 | 45,54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 25 266 | 37,14 | 2 519 | 35,94 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 16 625 | 52,61 | 1 689 | 49,47 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 764 694 | 77 693 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 096 | 2,10 | 518 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 309 238 | 4,80 | 31 | 3,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 317 095 | 1,57 | 32 217 | −0,53 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 132 | 13 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 137 498 | 35,93 | 13 970 | 33,11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13 015 | 0,11 | 1 322 | −1,93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2 588 | 263 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 246 | 6,42 | 1 041 | 4,21 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5 210 | 34,31 | 529 | 31,59 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 45 494 | 31,55 | 4 572 | 27,40 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7 168 | 130,26 | 744 | 138,14 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22 012 | 47,88 | 2 236 | 44,82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 127 209 | 98,67 | 12 924 | 94,55 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 21 500 | 0,74 | 2 184 | −1,36 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 3 513 | 26,37 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 23 599 | 2 398 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 11 175 | 1 135 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 23 117 | 0,30 | 2 349 | −1,80 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5 259 | 26,33 | 534 | 23,90 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 339 | 2 725,00 | 34 | 3 300,00 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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 | 622 077 | 6,21 | 63 203 | 4,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 173 | 11,80 | 526 | 9,38 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 365 | 57,68 | 850 | 54,36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 080 | 2,80 | 312 | 0,65 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 235 | 13,80 | 227 | 11,82 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 46 547 | 46,10 | 4 729 | 43,09 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 477 | 658 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 243 578 | 24 748 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 389 | 480,60 | 40 | 550,00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 6 080 | 33,27 | 611 | 28,96 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 33 941 | 5,30 | 3 448 | 3,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58 312 | 77,70 | 5 924 | 74,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 192 | 11,28 | 426 | 8,97 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 161 | 209,62 | 16 | 220,00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 56 836 | 22,71 | 5 775 | 20,17 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 19 737 | 42,73 | 2 005 | 39,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 190 796 | 18,78 | 19 385 | 16,32 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 24 116 | 12,00 | 2 397 | 9,75 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 357 901 | 80,34 | 36 363 | 76,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 70 746 | 58,72 | 7 171 | 55,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 016 121 | 0,13 | 306 189 | −2,08 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 18 438 | 44,69 | 1 850 | 39,94 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 57 743 | 16,77 | 5 867 | 14,35 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 106 | 11 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 139 722 | 41,81 | 14 196 | 38,87 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16 411 | 50,68 | 1 667 | 47,65 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 2 359 | 240 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 258 432 | 19,87 | 26 257 | 17,39 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 143 | 18,24 | 726 | 15,81 | ||||
| 2025-09-03 | 13F | American Trust | 2 340 | 238 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 49 857 | 15,13 | 5 065 | 12,73 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 058 | 513 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 5 | 1 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 169 580 | 28,62 | 17 229 | 25,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 275 | 27,19 | 841 | 24,63 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 590 | 73,33 | 1 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 64 074 | 16,07 | 6 510 | 13,65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41 564 | 21,86 | 4 223 | 19,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42 990 | 309,82 | 4 368 | 318,30 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4 554 | 463 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 269 | 27 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 105 751 | 38,24 | 10 744 | 35,38 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 17 464 | 79,84 | 1 774 | 76,17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 28 128 | 59,50 | 2 858 | 56,21 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3 178 | 25,91 | 323 | 23,37 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21 679 | 43,14 | 2 203 | 40,17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 122 174 | 54,11 | 12 413 | 50,92 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 4 530 | 460 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 291 | 30 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 88 524 | 60,47 | 8 924 | 56,86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 33 984 | 17,26 | 3 453 | 14,84 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 20 350 | 43,60 | 2 068 | 40,61 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 88 513 | 29,82 | 8 826 | 24,77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 561 108 | 72,82 | 57 009 | 69,24 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 17 018 | 448,44 | 1 729 | 438,32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 744 | 482 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 480 688 | 24,13 | 353 638 | 21,56 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 4 715 | 23,27 | 479 | 20,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 40 191 | 3,49 | 4 083 | 1,34 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25 075 | 2 548 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 540 | 9,34 | 258 | 7,05 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 216 | 16,76 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 15 257 | 10,44 | 1 550 | 8,16 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 376 | 140 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 262 116 | 47,92 | 128 231 | 44,85 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12 015 | 1 221 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 86 091 | 5,68 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 030 918 | 27,04 | 307 941 | 24,39 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4 875 | 6,12 | 495 | 3,99 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 90 334 | 9 178 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 8 514 | 14,13 | 865 | 11,77 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 4 431 | 450 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 173 469 | 51,14 | 17 624 | 48,01 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5 194 | 528 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 3 578 | 2,35 | 364 | 0,28 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 1 990 | 1,32 | 202 | −0,49 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 359 | 240 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 22 937 | 2 330 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 62 784 | 29,94 | 6 379 | 27,25 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 34 112 | 23,78 | 3 466 | 21,20 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 603 | 569 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 61 743 | 5,43 | 6 273 | 3,26 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 217 703 | 1,36 | 22 119 | −0,74 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 94 830 | 12,77 | 9 635 | 10,43 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 22 488 | 3,81 | 2 285 | 1,65 | ||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 8 200 | 9,33 | 851 | 3,79 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 12 409 | 21,73 | 1 261 | 19,21 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 247 | 35,47 | 432 | 32,62 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 9 334 | 22,38 | 958 | 25,39 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 62 441 | 41,97 | 6 344 | 39,03 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 16 860 | 3,97 | 1 713 | 1,78 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6 341 | 35,38 | 644 | 32,78 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 79 703 | 12,57 | 8 084 | 9,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 397 | 16,77 | 6 035 | 14,35 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17 272 | 39,90 | 1 755 | 37,03 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 4 463 | 61,59 | 453 | 58,39 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 9 247 | 69,45 | 939 | 65,90 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 105 | 11 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 935 120 | 40,37 | 95 008 | 37,46 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 43 650 | 269,16 | 4 435 | 260,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13 355 | 30,93 | 1 357 | 28,17 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 163 801 | 237,71 | 118 242 | 230,72 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6 221 | 632 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 110 | 35,95 | 214 | 32,92 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 13 264 | 35,26 | 1 361 | 38,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 734 | 14,05 | 2 411 | 11,67 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 75 137 | 12,08 | 7 634 | 10,05 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9 747 | 34,11 | 990 | 31,30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21 121 | 8,87 | 2 146 | 6,61 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 13 156 | 1,14 | 1 337 | −0,96 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 123 812 | 40,30 | 12 579 | 37,40 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 142 200 | 0,02 | 14 448 | −2,05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 12 890 | 41,79 | 1 310 | 38,81 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 673 | 0,65 | 1 288 | −1,45 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 30 637 | 30,99 | 3 113 | 28,28 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 54 951 | 51,20 | 5 540 | 47,79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 835 452 | 37,29 | 389 682 | 34,45 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 642 | 268 | ||||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 12 042 | 2,35 | 1 224 | 0,25 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 11 856 | 40,74 | 1 205 | 37,76 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 340 | 1 772,00 | 243 | 1 916,67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 21 022 | 34,80 | 2 136 | 32,03 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 8 047 | 1,35 | 818 | −0,73 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 59 794 | 11,39 | 6 075 | 9,09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375 840 | 16,52 | 38 | 15,15 |
