Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF inkluderar LPREX - BlackRock LifePath Dynamic 2040 Fund Investor A Shares, LPRDX - BlackRock LifePath Dynamic 2030 Fund Investor A Shares, LPJRX - BlackRock LifePath Dynamic 2035 Fund Class R Shares, LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares, LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares, LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares, Greenwood Capital Associates Llc, BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares, Forefront Analytics, LLC, Colton Groome Financial Advisors, Llc, Concurrent Investment Advisors, LLC, Pictet North America Advisors SA, BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares, Blue Investment Partners LLC, Vance Wealth, Inc., Diversified Enterprises, LLC, Stewardship Advisors, LLC, Southland Equity Partners LLC, StoneX Group Inc., och ORG Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | LPJRX - BlackRock LifePath Dynamic 2035 Fund Class R Shares | 336 081 | 17 288 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 285 | 15 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 13 572 | 1,83 | 693 | 3,43 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7 219 117 | 0,90 | 371 351 | 1,61 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 80 100 | 22,66 | 4 120 | 23,54 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 9 327 | 0,28 | 480 | 0,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 887 | 318,67 | 1 023 | 322,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 941 | 14,11 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 14 407 | 0,98 | 741 | 1,79 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 10 640 | 547 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26 877 | 40,79 | 1 383 | 41,74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 202 | 1,55 | 525 | 2,14 | ||||
| 2025-08-26 | NP | LPREX - BlackRock LifePath Dynamic 2040 Fund Investor A Shares | 411 019 | 21 143 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10 032 | 115,14 | 516 | 116,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12 899 | 48,57 | 664 | 49,66 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 370 | 146,67 | 19 | 171,43 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 47 741 | 23,35 | 2 456 | 24,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 410 982 | 17,41 | 21 141 | 18,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 16 161 | 2,47 | 831 | 3,23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 240 | 270 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 392 | 149,46 | 72 | 153,57 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 281 756 | 151,41 | 14 516 | 154,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 531 091 | 208,35 | 27 206 | 209,22 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 292 | 14,68 | 735 | 15,57 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 976 | 20,71 | 101 | 21,69 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 61 328 | 4,35 | 3 155 | 5,10 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 473 | 230 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 671 205 | 56,82 | 34 527 | 57,93 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 110 057 | 3,83 | 5 622 | 5,48 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 179 816 | 69,39 | 9 250 | 70,58 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 912 | 201 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares | 9 042 | 465 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | −85,45 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 37 139 | 2 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 455 275 | 4,26 | 23 419 | 4,99 | ||||
| 2025-08-12 | 13F | Prudential Plc | 54 000 | 116,00 | 2 778 | 117,46 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 913 | 47 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 725 | 37 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 827 | 197 | ||||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 192 807 | 1,08 | 9 918 | 1,79 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 38 113 | 3,42 | 1 961 | 4,14 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 89 | 41,27 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22 990 | 17,45 | 1 183 | 18,32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 399 | 21 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 279 | 14 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 126 468 | 10,76 | 6 473 | 10,97 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 26 837 | 3,66 | 1 380 | 4,39 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 091 | 25,51 | 571 | 28,38 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19 949 | 4,00 | 1 026 | 4,80 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 145 556 | 48,10 | 7 487 | 49,14 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 2 707 | 1 153,24 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 33 073 | 18,55 | 1 701 | 19,37 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 18 390 | 2,59 | 946 | 3,28 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 82 318 | 14,37 | 4 234 | 15,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109 000 | 65,23 | 5 607 | 66,43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 9 860 | 67,77 | 507 | 69,00 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 22 466 | 7,70 | 1 143 | 7,32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 106 934 | 19,44 | 5 501 | 20,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 539 087 | 2,56 | 27 731 | 3,29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 478 | 0,21 | 25 | 0,00 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 38 584 | 13,33 | 1 985 | 14,09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 866 | 0,46 | 45 | 0,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 107 | 0,94 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 779 455 | 3,31 | 142 975 | 4,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76 132 | 347,65 | 4 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 12 287 | 11,00 | 632 | 11,86 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 922 | 253 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 336 | 17 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 300 511 | 17,35 | 15 458 | 18,18 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 167 | 11,03 | 2 118 | 11,83 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 997 | 2,11 | 154 | 3,36 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 5 900 | 4,83 | 301 | 6,74 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 307 | 22,80 | 16 | 25,00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 1 068 899 | 3,53 | 54 984 | 4,26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 60 295 | 0,66 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 18 218 | 937 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10 862 | 86,92 | 559 | 88,51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 65 | 47,73 | 3 | 50,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 287 810 | 1,05 | 14 805 | 1,76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 | 0 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 4 764 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 970 | 257,00 | 1 130 | 265,70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 985 750 | 9,09 | 256 467 | 9,86 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 310 | 16 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 336 | 1,20 | 17 | 6,25 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 156 959 | 12,05 | 8 067 | 12,75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 210 | 125,81 | 11 | 150,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 757 | 39 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12 795 | 0,13 | 658 | 0,92 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 202 637 | 4,41 | 61 864 | 5,14 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 164 | 37,61 | 523 | 38,46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 463 | 34,34 | 75 | 36,36 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 89 811 | 0,29 | 4 620 | 0,98 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 555 | 3,22 | 234 | 4,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 310 087 | 14,93 | 15 951 | 15,74 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 266 028 | 10,60 | 13 682 | 11,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 978 176 | 21,05 | 509 873 | 24,33 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 1 912 | 74,93 | 97 | 76,36 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 89 766 | 2,64 | 4 618 | 3,36 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 438 | 588 | ||||||
| 2025-08-26 | NP | LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares | 254 535 | 13 093 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 3 012 343 | 37,33 | 154 952 | 38,29 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 329 | 0,86 | 223 | 1,37 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 135 | 7 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 106 605 | 33,56 | 5 369 | 31,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 116 | 9,63 | 417 | 10,32 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 150 208 | 4,65 | 59 167 | 5,38 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44 999 | 6,17 | 2 315 | 6,93 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 26 | 4,00 | 1 | 0,00 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 297 400 | 17,04 | 15 298 | 17,87 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 2 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 51 | 3 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 13 114 | 675 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 453 | 23 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 458 619 | 1,75 | 280 791 | 3,48 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 21 302 | 1,76 | 1 096 | 2,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87 617 | 54,57 | 5 | 100,00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 9 349 | 0,24 | 481 | 0,84 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 13 555 | 1,88 | 697 | 2,65 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 817 152 | 8,20 | 42 034 | 8,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 267 | 20,74 | 631 | 21,81 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 7 294 | 9,36 | 375 | 10,29 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 009 | 4,05 | 206 | 7,85 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 488 | 2,34 | 77 | 2,70 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 158 | 4,64 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 7 676 | 2,66 | 395 | 3,41 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 480 | 2,91 | 282 | 3,31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16 515 | 75,39 | 850 | 76,88 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 963 | 26,74 | 461 | 27,70 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43 524 258 | 2,26 | 2 238 888 | 2,98 | ||||
| 2025-06-27 | NP | MAPP - Harbor Multi-Asset Explorer ETF | 2 662 | 135 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 368 | 19 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 834 | 284,33 | 43 | 281,82 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 136 590 | 27,62 | 7 026 | 28,52 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 13 875 | 9,47 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 093 | 48,36 | 1 188 | 49,31 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 592 | 596 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 276 349 | 11,45 | 14 215 | 12,24 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 755 652 | 2,35 | 38 871 | 3,07 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 740 | 244 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 737 | 20,22 | 653 | 20,74 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 127 929 | 27,75 | 6 581 | 28,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 853 | 34,80 | 301 | 36,20 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2 117 | 108 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 8 852 | 0,55 | 455 | 1,34 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 888 | 6,59 | 303 | 7,09 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 247 122 | 2,08 | 12 712 | 2,79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 507 | 3 280,00 | 26 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 18 489 | 2,61 | 951 | 3,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 256 | 3,92 | 476 | 4,85 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10 419 | 536 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 249 127 | 2,58 | 12 815 | 3,31 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 244 | 24,49 | 13 | 20,00 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 54 233 | 19,96 | 2 790 | 20,79 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | 0 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 32 765 | 1 685 | ||||||
| 2025-08-26 | NP | LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares | 246 810 | 12 696 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 85 896 | 2,23 | 4 | 0,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 34 686 | 9,88 | 1 784 | 10,67 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13 966 | 7,42 | 718 | 8,13 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 317 283 | 2,64 | 16 321 | 3,37 | ||||
| 2025-08-13 | 13F | Financial Avengers, Inc. | 64 262 | 17,65 | 3 306 | 18,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 045 | 1 134 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 175 | 12,93 | 678 | 13,78 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 221 033 | 3,98 | 11 370 | 4,71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 809 | 55,03 | 556 | 56,18 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 113 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 376 544 | 2,54 | 70 810 | 3,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 470 | 710,34 | 24 | 1 050,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 443 | 35,47 | 23 | 214,29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 821 | 126,23 | 248 | 128,70 | ||||
| 2025-08-26 | NP | LPRDX - BlackRock LifePath Dynamic 2030 Fund Investor A Shares | 344 527 | 17 722 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 055 | 106 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 20 075 | 13,31 | 1 029 | 13,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 160 202 | 13,82 | 8 254 | 14,99 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 206 | 7,29 | 11 | 11,11 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 72 | 4 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 34 845 | 57,94 | 1 792 | 59,15 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 270 | 358,48 | 65 | 364,29 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 414 | 172,47 | 227 | 176,83 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10 448 | 1,16 | 537 | 1,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111 805 | 4,29 | 5 751 | 5,02 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 27 869 | 8,47 | 1 434 | 9,22 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 18 281 | 0,10 | 929 | 0,54 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3 580 324 | 3,81 | 184 172 | 4,54 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 192 | 1,59 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 4 818 | 6,88 | 248 | 7,39 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 296 592 | 102,52 | 15 250 | 125,16 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 173 | 30,62 | 60 | 33,33 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 999 | 51 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 9 078 875 | 18,32 | 467 017 | 19,15 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 674 | 240 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 619 | 32 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 208 | 11 | ||||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 60 879 | 350,09 | 3 132 | 353,77 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 35 672 | 2,95 | 1 835 | 3,67 | ||||
| 2025-08-26 | NP | LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares | 68 862 | 3 542 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 100 | 40,71 | 520 | 41,80 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R | 743 | 38 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 385 500 | 13,61 | 19 830 | 14,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 557 653 | 17,14 | 80 126 | 17,97 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 270 | 205 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 478 790 | 0,18 | 76 069 | 0,89 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 78 721 | 2,37 | 4 049 | 3,11 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 596 | 31 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 16 517 713 | 5,23 | 849 671 | 5,98 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 160 | 111 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 17 561 | 5,40 | 903 | 6,11 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15 823 | 22,21 | 803 | 23,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 824 852 | 3,22 | 42 430 | 3,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 757 | 307,66 | 90 | 309,09 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 16 710 | 32,88 | 860 | 33,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 55 400 | 752,31 | 2 850 | 758,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 097 | 6,12 | 108 | 7,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 252 553 | 4,32 | 12 991 | 5,06 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 47 855 | 25,71 | 2 428 | 27,74 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 44 446 | 42,42 | 2 286 | 43,41 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 815 | 1 019 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52 428 | 32,40 | 2 697 | 33,33 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 22 072 | 0,52 | 1 135 | 1,25 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 50 | 0 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 74 291 | 6,70 | 3 822 | 7,45 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 30 | 30,43 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 467 924 | 1,03 | 229 830 | 1,74 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 262 | 16,90 | 116 | 17,35 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares | 20 468 | 1 053 | ||||||
| 2025-05-30 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 34 913 | 3,09 | 1 783 | 4,76 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 421 | 31,97 | 22 | 31,25 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 5 421 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 959 465 | 25,61 | 357 985 | 26,49 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 23 506 | 1 209 | ||||||
| 2025-07-16 | 13F | Newton One Investments LLC | 109 | 6 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 151 | 655,00 | 8 | 600,00 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4 | 33,33 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 045 604 | 23,62 | 362 426 | 24,49 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 23 177 950 | 317,13 | 1 189 420 | 319,06 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 313 541 | 6,60 | 16 131 | 7,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 87 669 | 9,98 | 4 510 | 10,76 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 63 | 3 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 388 | 226 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 360 396 | 6,81 | 69 979 | 7,56 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 14 769 | 5,39 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 11 574 | 2,66 | 595 | 3,48 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 200 | 1,14 | 165 | 1,86 | ||||
| 2025-08-14 | 13F | Comerica Bank | 158 659 | 7,41 | 8 161 | 8,16 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 7 239 | 372 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 180 | 2,39 | 781 | 3,04 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 167 | 214 |
