Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i WisdomTree Trust - WisdomTree Floating Rate Treasury Fund inkluderar Stonebridge Wealth Management, LLC, Family Legacy Financial Solutions, LLC, Tower Research Capital LLC (TRC), Landaas & Co /wi /adv, Knightsbridge Asset Management, Llc, F&V Capital Management, LLC, 1858 Wealth Management, Llc, Portfolio Design Labs, LLC, Ieq Capital, Llc, Sierra Capital LLC, GHMS - Goose Hollow Multi-Strategy Income ETF, Elser Financial Planning, Inc, Sollinda Capital Management LLC, Future You Wealth Llc, Duncan Williams Asset Management, LLC, Turtle Creek Wealth Advisors, LLC, VSM Wealth Advisory, LLC, CWA Asset Management Group, LLC, Cove Private Wealth, LLC, och Wealth Effects 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Team Financial Group, LLC | 488 819 | 14,93 | 24 592 | 14,88 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 25 146 | 4,00 | 1 265 | 4,03 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 175 454 | 473,25 | 8 827 | 473,18 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10 129 | 510 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 11 990 | 137,90 | 603 | 138,34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 256 | 13 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 377 362 | 18 985 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 127 | 32,24 | 660 | 32,26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 015 | 1,40 | 51 | 2,00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 167 470 | 38,94 | 8 429 | 38,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 267 364 | 2,16 | 13 451 | 2,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 060 957 | 13,71 | 103 689 | 13,67 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7 500 | 377 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4 074 | 205 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 233 236 | 5,10 | 11 734 | 5,06 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 657 | 234 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 52 148 | 0,80 | 2 624 | 0,77 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 940 | 5,20 | 450 | 5,15 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 371 | 270 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 43 624 | 65,72 | 2 195 | 65,71 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 34 390 | 1 730 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 063 | 11,47 | 255 | 11,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 632 | 25,17 | 585 | 25,27 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1 620 823 | 0,65 | 81 544 | 0,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 214 620 | 7,79 | 10 798 | 7,74 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 791 | 1,61 | 744 | 1,64 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4 667 | 235 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 5 130 | 258 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35 084 | 0,91 | 1 765 | 0,86 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17 655 | 41,59 | 888 | 41,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 223 866 | 19,56 | 11 263 | 19,52 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 1 211 245 | 30,64 | 60 986 | 30,69 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 373 482 | 35,92 | 18 790 | 35,87 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 5 375 | 270 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 911 | 0,48 | 146 | 0,69 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17 688 | 11,46 | 890 | 11,40 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 70 336 | 16,21 | 3 539 | 16,15 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 274 798 | 4,90 | 13 825 | 4,86 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 176 529 | 8,82 | 109 501 | 8,78 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 7 | 0,00 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 6 367 | 8,97 | 320 | 8,84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 257 177 | 2,18 | 12 939 | 2,14 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 866 380 | 15,32 | 43 588 | 15,27 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 32 917 | 1,08 | 1 656 | 1,10 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 494 472 | 4,14 | 24 887 | 4,16 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7 477 626 | 5 028,76 | 149 | −97,98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40 801 | 135,79 | 2 053 | 135,86 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 10 | ||||||
| 2025-07-30 | NP | CEW - WisdomTree Emerging Currency Strategy Fund N/A | 8 000 | 33,33 | 403 | 33,11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 697 | 58,10 | 438 | 58,33 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 275 437 | 88,31 | 13 857 | 88,12 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 133 | 7 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1 170 660 | 3,65 | 58 896 | 3,61 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 55 | 3,77 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 98 163 | 443,66 | 4 944 | 444,49 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5 230 | 210,39 | 263 | 213,10 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 569 | 280 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 27 874 | 1 402 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 095 | 206 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206 227 | 4,59 | 10 375 | 4,54 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 19 952 | 13,49 | 1 004 | 13,46 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 187 937 | 55,94 | 9 455 | 55,92 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 49 566 | 2,51 | 2 494 | 2,47 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13 664 | 3,27 | 687 | 3,31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 489 055 | 38,25 | 74 914 | 38,20 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 45 948 | 3,05 | 2 312 | 2,99 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 16 137 | 50,86 | 812 | 50,74 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 166 016 | 8 352 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 11 057 | 79,32 | 556 | 79,35 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 439 759 | 1,80 | 72 434 | 1,76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 615 438 | 12,27 | 131 583 | 12,22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 217 072 | 22,99 | 10 921 | 22,95 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 6 024 | 303 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 43 800 | 14,11 | 2 204 | 14,09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 608 | 232 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 600 907 | 6,45 | 30 232 | 6,41 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 52 484 | 1 019,54 | 2 640 | 1 023,40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 684 648 | 3,59 | 34 | 3,03 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 2 036 000 | 4,90 | 14 428 | 49,63 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 249 153 | 0,94 | 12 535 | 0,90 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 39 001 | 2,65 | 1 962 | 2,62 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 14 234 | 244,98 | 716 | 245,89 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 67 660 | 2,70 | 3 404 | 2,65 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 90 990 | 5 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 955 512 | 26,08 | 48 072 | 26,03 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14 234 | 716 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 329 928 | 4,42 | 16 599 | 4,38 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15 651 | 787 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 83 808 | 64,16 | 4 216 | 64,11 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 420 794 | 0,29 | 21 170 | 0,23 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 9 257 | 0,29 | 466 | 0,22 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 8 340 | 67,60 | 420 | 67,60 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 49 707 | 1,34 | 2 501 | 1,30 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 150 211 | 276,94 | 7 557 | 276,91 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 45 545 | 67,63 | 2 291 | 67,59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 205 276 | 322,54 | 10 327 | 322,37 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 27 771 | 4,45 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 140 709 | 14,60 | 7 079 | 14,57 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 265 204 | 22,02 | 13 342 | 21,97 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 138 356 | 10,29 | 6 961 | 10,25 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 640 | 1,05 | 83 | 1,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 828 199 | 1,25 | 796 317 | 1,21 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 658 721 | 25,29 | 33 140 | 25,24 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 6 000 | 302 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 288 | 2,17 | 367 | 1,95 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 45 413 | 3,14 | 2 285 | 3,07 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99 | 5 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 266 | 164 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 842 | 93 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6 427 | 8,02 | 323 | 8,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 199 218 | 10 023 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 526 | 135,36 | 228 | 136,46 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 84 950 | 29,62 | 4 274 | 29,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 305 866 | 13,16 | 66 | 12,07 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 253 909 | 130,24 | 12 774 | 130,16 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 131 | 0,77 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 18 231 | 91,80 | 917 | 91,84 | ||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 616 069 | 55,59 | 30 994 | 55,52 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 83 378 | 2,34 | 4 195 | 2,29 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 399 | 0,16 | 1 127 | 0,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 998 | 6,74 | 50 | 6,38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1 088 632 | 8,72 | 54 769 | 8,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 451 | 3,09 | 375 | 3,03 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53 998 | 6,54 | 2 717 | 135 700,00 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 295 888 | 90,18 | 14 883 | 89,88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 074 | 1,34 | 255 | 1,59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150 212 | 5,67 | 7 528 | 5,23 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 651 001 | 58,06 | 32 752 | 58,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 28 743 | 0,70 | 1 446 | 0,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 749 385 | 12,04 | 38 | 12,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 587 844 | 21,83 | 784 224 | 21,79 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 494 721 | 7,73 | 75 199 | 7,69 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 731 499 | 260,98 | 36 802 | 260,83 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 263 542 | 3,09 | 13 259 | 3,05 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 88 002 | 13,91 | 4 427 | 13,86 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 763 | 1,08 | 240 | 0,84 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 229 | 257,81 | 12 | 266,67 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 505 756 | 6,81 | 25 445 | 6,77 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47 110 | 1,94 | 2 370 | 1,89 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 42 866 | 8,09 | 2 157 | 8,02 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33 881 | 50,90 | 1 705 | 50,80 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31 655 | 85,59 | 1 593 | 85,55 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 146 684 | 25,02 | 7 380 | 24,81 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 218 166 | 0,65 | 10 976 | 0,61 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 21 312 | 15,96 | 1 072 | 15,89 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 976 | 2,94 | 250 | 2,88 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 89 631 | 6,00 | 4 509 | 5,97 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 149 676 | 5,60 | 7 530 | 5,62 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 222 283 | 12,23 | 11 | 22,22 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 044 | 55,22 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69 873 | 13,22 | 3 517 | 13,24 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 104 069 | 5,32 | 5 236 | 5,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 502 | 16,82 | 327 | 16,79 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 19 043 | 0,30 | 958 | 0,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188 787 | 9 498 | ||||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 14 922 | 10,85 | 751 | 10,78 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 83 960 | 2,03 | 4 224 | 2,00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 85 876 | 1,65 | 4 320 | 1,60 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 248 679 | 28,65 | 12 511 | 28,61 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24 028 | 32,25 | 1 209 | 32,17 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 188 015 | 21,57 | 9 459 | 21,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 410 966 | 2,07 | 171 604 | 2,02 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 11 852 | 596 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 018 | 605 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11 732 | 59,49 | 590 | 59,46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11 340 | 0,16 | 571 | 0,18 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 12 009 | 1,09 | 604 | 1,17 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 440 | 1,15 | 22 | 4,76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31 773 | 13,43 | 1 598 | 13,41 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 214 | 12,04 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 15 440 | 22,46 | 777 | 22,40 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24 947 | 10,12 | 1 255 | 10,09 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 18 829 | 947 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18 838 | 53,04 | 948 | 52,99 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 32 822 | 137,32 | 1 651 | 137,21 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 322 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 799 787 | 2,44 | 40 253 | 2,44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75 937 | 8,68 | 3 820 | 8,65 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 48 726 | 0,97 | 2 451 | 0,95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 63 996 | 37,77 | 3 220 | 37,74 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 911 | 230,80 | 146 | 231,82 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 508 939 | 14,79 | 25 604 | 14,73 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 22 741 | 10,96 | 1 144 | 10,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 418 540 | 12,23 | 71 | 12,70 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19 267 | 1 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17 848 | 0,48 | 898 | 0,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 331 742 | 23,69 | 16 687 | 23,65 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 24 651 | 131,33 | 1 240 | 131,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 29 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 205 741 | 19,81 | 10 351 | 19,76 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 583 | 80 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 36 094 | 151,81 | 1 816 | 151,73 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 56 162 | 5,24 | 2 826 | 5,17 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 372 394 | 27,80 | 18 735 | 27,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 876 | 3 566 | ||||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 20 000 | 1 007 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 646 | 4,81 | 0 | |||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17 919 | 902 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 58 375 | 9,65 | 2 937 | 9,59 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 44 094 | 324,84 | 2 218 | 324,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 963 911 | 11,01 | 350 354 | 10,96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 308 | 8,80 | 468 | 8,84 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 30 173 | 10,79 | 1 518 | 10,73 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 59 | 3 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 96 483 | 264,57 | 4 854 | 264,69 | ||||
| 2025-04-28 | NP | RISN - Inspire Tactical Balanced ESG ETF | 484 641 | 35,51 | 24 407 | 35,68 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 152 406 | 27,65 | 7 668 | 27,59 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 607 | 0,41 | 232 | 0,43 | ||||
| 2025-07-16 | 13F | Novem Group | 359 843 | 85,38 | 18 104 | 85,31 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 17 112 | 4,13 | 861 | 3,99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90 958 | 13,86 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 22 700 | 20,11 | 1 142 | 20,08 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 28 251 | 13,24 | 1 421 | 13,23 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 179 572 | 15,77 | 9 034 | 15,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 248 759 | 24,63 | 414 995 | 24,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 356 350 | 61,63 | 68 238 | 61,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 931 709 | 42,55 | 46 874 | 42,49 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 149 754 | 50,56 | 8 | 40,00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 13 364 | 0,14 | 672 | 0,15 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 45 649 | 132,22 | 2 297 | 132,15 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 94 945 | 18,91 | 4 777 | 18,87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12 318 | 2,29 | 620 | 1,98 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 755 | 38 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 263 419 | 19,85 | 13 253 | 19,80 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 414 813 | 12,81 | 20 869 | 12,77 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 33 761 | 7,97 | 1 699 | 7,95 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 40 937 | 2 060 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 286 331 | 45,29 | 14 405 | 45,23 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 60 867 | 3 062 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 86 587 | 13,23 | 4 356 | 13,20 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 252 | 6,95 | 415 | 6,96 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 161 958 | 101,18 | 8 148 | 101,14 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 8 562 | 16,82 | 431 | 16,85 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 32 222 | 3,04 | 1 621 | 3,05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111 926 | 68,88 | 5 631 | 68,82 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 282 984 | 14,18 | 14 237 | 14,13 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 261 883 | 228,48 | 13 175 | 228,39 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 16 327 | 821 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 582 438 | 4,68 | 230 527 | 4,84 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 28 010 | 1 | ||||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 8 792 | 3,63 | 442 | 3,51 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 892 | 12,01 | 498 | 11,94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 76 284 | 39,68 | 3 838 | 39,63 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 12 271 | 617 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 139 787 | 9,66 | 7 033 | 9,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12 633 | 194,13 | 636 | 193,98 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 39 445 | 206,23 | 1 984 | 206,17 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 714 063 | 1,96 | 35 924 | 1,92 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 150 680 | 7 581 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 808 | 242 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 456 | 34,67 | 325 | 34,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 931 | 298 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 463 131 | 62,98 | 23 300 | 62,91 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 112 643 | 0,86 | 5 667 | 0,84 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 253 | 12,22 | 1 120 | 12,12 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 130 313 | 0,16 | 6 556 | 0,12 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 51 784 | 41,53 | 2 605 | 41,50 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 055 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 588 826 | 1,05 | 79 934 | 1,01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 423 | 22,04 | 1 933 | 22,03 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 533 436 | 136,21 | 26 837 | 136,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 363 322 | 8,29 | 169 209 | 8,24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 194 357 | 10,90 | 9 778 | 10,86 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 214 618 | 31,50 | 10 797 | 31,45 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 325 577 | 15,99 | 16 380 | 15,97 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 713 | 115,00 | 1 046 | 115,91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 074 280 | 16,01 | 54 047 | 15,96 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 29 912 | 11,77 | 1 505 | 11,74 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24 752 | 140,97 | 1 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19 166 | 14,26 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 377 662 | 0,21 | 320 860 | 0,17 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 4 000 | 201 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 191 366 | 9,35 | 9 628 | 9,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 387 410 | 239,32 | 19 491 | 239,19 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 154 429 | 47,06 | 7 769 | 47,00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21 825 | 294,17 | 1 098 | 294,96 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 415 331 | 4 053,31 | 20 895 | 4 054,08 | ||||
| 2025-08-14 | 13F | Bank of Marin | 22 459 | 1 130 | ||||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 10 569 | 9,92 | 532 | 9,94 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 570 886 | 13,11 | 28 721 | 13,06 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 195 521 | 1,13 | 9 864 | 1,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 394 149 | 19 830 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1 876 | 4,40 | 94 | 4,44 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 499 748 | 51,25 | 25 142 | 51,19 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22 320 | 2 876,00 | 1 123 | 2 932,43 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64 963 | 147,05 | 3 270 | 147,09 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 8 890 | 447 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6 528 | 8,60 | 328 | 8,61 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 19 875 | 1 002 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 263 929 | 0,44 | 13 278 | 0,40 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 252 879 | 35,56 | 12 722 | 35,51 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 414 856 | 20 871 |
