Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF inkluderar Clarion Wealth Managment Partners, LLC, Integrity Alliance, Llc., 21 West Wealth Management LLC, Cascades Capital Asset Management, LLC, Hudock, Inc., Divergent Planning, LLC, InTrack Investment Management Inc, Summit Wealth Group Llc / Co, LOM Asset Management Ltd, Kraft, Davis & Associates, LLC, Cozad Asset Management Inc, Fund Evaluation Group, LLC, Joel Isaacson & Co., LLC, Johnson Investment Counsel Inc, Net Worth Advisory Group, Equita Financial Network, Inc., Engineers Gate Manager LP, Sentinus, LLC, Landaas & Co /wi /adv, och Planning Directions Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | United Advisor Group, LLC | 26 961 | 9,79 | 2 430 | 19,30 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 311 | 0,65 | 28 | 12,00 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 4 691 | 8,44 | 423 | 17,88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12 889 | 1,70 | 1 162 | 10,47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 602 | 0,34 | 1 226 | 8,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 195 | 39,33 | 1 640 | 51,34 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 2 364 | 213 | ||||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 86 727 | 4,25 | 7 816 | 13,28 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 22 793 | 2 054 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 574 | 0,97 | 1 313 | 9,69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16 958 | 1,54 | 1 528 | 10,32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 423 | 6,79 | 218 | 15,96 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 298 | 207 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 100 | 34,78 | 279 | 46,84 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131 437 | 1 831,76 | 11 845 | 2 000,18 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 242 781 | 3,24 | 21 879 | 12,18 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 234 | 55,38 | 382 | 68,58 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 544 | 50,34 | 139 | 63,53 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 11 000 | 25,00 | 991 | 35,94 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 537 | 48 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 337 751 | 4,28 | 30 438 | 13,31 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 20 832 | 1 877 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 109 965 | 20,34 | 10 | 28,57 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 22 793 | 21,69 | 2 054 | 32,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 046 684 | 25,07 | 94 327 | 35,90 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 279 | 8,56 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 21 767 | 1,47 | 1 962 | 10,23 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5 333 | 2,36 | 481 | 11,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147 158 | 9,15 | 13 270 | 18,60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 557 | 10,29 | 1 | |||||
| 2025-07-31 | 13F | City State Bank | 5 905 | 5,35 | 532 | 14,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 144 983 | 6,20 | 103 186 | 15,39 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 781 | 8,22 | 611 | 17,73 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 5 348 | 6,07 | 482 | 15,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 261 478 | 4,55 | 113 684 | 13,60 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 835 873 | 5,60 | 165 449 | 14,74 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 381 | 0,53 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 007 | 3,77 | 1 172 | 12,80 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 77 821 | 4,26 | 6 953 | 12,33 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 444 | 30,45 | 309 | 41,28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 641 252 | 3,43 | 57 789 | 12,39 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 147 | 0,68 | 13 | 8,33 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 30 452 | 6,40 | 2 744 | 15,63 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 25 724 | 4,23 | 2 318 | 13,29 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 52 340 | 3,37 | 4 717 | 12,31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 403 056 | 1,88 | 126 443 | 10,70 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 6 221 | 561 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 42 255 | 1,14 | 3 808 | 9,87 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 16 549 | 38,88 | 1 491 | 50,91 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 9 170 | 79,49 | 826 | 95,27 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 21 786 | 1,05 | 1 963 | 9,79 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 756 | 13,74 | 1 059 | 23,57 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 88 979 | 8,99 | 8 019 | 18,42 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 141 802 | 4,15 | 13 | 9,09 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 63 921 | 35,02 | 5 761 | 44,87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 113 708 | 0,44 | 10 247 | 9,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80 709 | 7,24 | 7 274 | 16,52 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 741 | 0,54 | 67 | 8,20 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 159 | 14 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 40 666 | 3,44 | 3 665 | 12,39 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2 811 | 233 | ||||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29 020 | 2 615 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 991 | 1 441 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 425 | 219 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 302 | 0,08 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 84 831 | 2,48 | 7 645 | 11,35 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 288 | 26 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 35 004 | 1,25 | 3 155 | 10,01 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20 603 | 19,32 | 1 857 | 29,61 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2 630 | 236 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 65 536 | 5 906 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 334 | 9,81 | 661 | 19,35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 503 | 35,11 | 496 | 46,88 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 237 683 | 21,47 | 21 420 | 31,99 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3 150 | 284 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 61 524 | 1,62 | 5 456 | 19,68 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 10 044 | 2,01 | 905 | 10,91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 845 | 9,61 | 707 | 19,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 413 | 104,53 | 2 200 | 121,55 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 40 905 | 6,48 | 3 686 | 15,69 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5 047 | 61,56 | 455 | 75,29 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10 718 | 2,10 | 966 | 10,92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 781 | 66,88 | 70 | 84,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 749 | 17,94 | 158 | 27,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16 779 | 360,96 | 1 512 | 402,33 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 170 | 376 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 170 741 | 1,04 | 15 387 | 9,79 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8 743 | 0,01 | 788 | 8,55 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 040 | 26,61 | 905 | 37,60 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 408 194 | 3,20 | 36 786 | 16,27 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 11 670 | 0,31 | 1 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 478 | 584 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 108 | 12,52 | 641 | 22,37 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 28 896 | 2 604 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 199 129 | 3,27 | 18 | 13,33 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 116 462 | 5,96 | 10 420 | 14,30 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 73 530 | 1,47 | 6 627 | 10,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 133 | 447,99 | 1 814 | 496,71 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 474 | 223 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 3 350 | 18,88 | 302 | 29,18 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 147 | 464 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 136 549 | 4,33 | 12 246 | 16,23 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 24 489 | 2 207 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 76 446 | 1,17 | 6 889 | 9,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 49 610 | 8,83 | 4 471 | 18,25 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 3 857 | 348 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 13 744 | 0,20 | 1 239 | 8,88 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 26 968 | 6,62 | 2 430 | 15,88 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 50 054 | 12,53 | 4 511 | 22,26 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 39 080 | 4,28 | 3 522 | 13,29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 99 | 9 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269 425 | 0,18 | 24 | 9,09 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1 183 161 | 0,19 | 106 626 | 8,86 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 120 936 | 0,79 | 10 899 | 9,52 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 7 910 | 700 | ||||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 51 865 | 1,09 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 10 109 | 16,08 | 911 | 26,18 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 22 723 | 0,63 | 2 048 | 9,35 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 78 546 | 7,04 | 7 079 | 16,30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 565 995 | 1,96 | 51 008 | 10,79 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 35 333 | 302,56 | 3 184 | 337,96 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 144 953 | 13 063 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 618 | 87,19 | 867 | 103,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 739 | 1,86 | 247 | 10,31 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4 212 | 0,60 | 380 | 9,22 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3 176 | 286 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 300 | 15,83 | 27 | 28,57 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54 697 | 566,31 | 5 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 53 656 | 0,49 | 4 835 | 9,19 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 19 991 | 3,01 | 1 802 | 11,93 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2 292 | 207 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 8 942 | 16,21 | 806 | 26,18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2 651 | 0,57 | 239 | 9,17 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 514 640 | 2,96 | 46 379 | 11,87 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14 662 | 1,82 | 1 321 | 10,64 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 63 921 | 65,68 | 5 761 | 80,06 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 085 | 0,19 | 278 | 9,02 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 316 | 0,61 | 119 | 9,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 572 | 13,94 | 52 | 24,39 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 97 755 | 3,15 | 8 810 | 12,09 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 696 | 874 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 17 967 | 22,69 | 1 619 | 33,36 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 435 | 6,36 | 39 | 18,18 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 2 382 | 215 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17 876 | 0,57 | 1 611 | 9,29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 370 017 | 3,03 | 33 346 | 11,95 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 81 140 | 95,00 | 7 312 | 111,88 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 10 724 | 16,72 | 966 | 26,77 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 13 726 | 11,40 | 1 237 | 21,06 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27 727 | 5,33 | 2 499 | 14,43 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 8 636 | 1,03 | 778 | 9,89 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72 438 | 20,37 | 6 528 | 30,80 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 994 | 52,92 | 90 | 67,92 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7 593 | 7,02 | 684 | 16,33 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 18 149 | 6,36 | 1 636 | 15,55 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163 290 | 3,29 | 14 716 | 12,23 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 47 414 | 2,16 | 4 273 | 10,99 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 264 958 | 4,71 | 23 878 | 13,77 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 33 752 | 20 110,78 | 3 042 | 6,63 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 86 685 | 0,01 | 7 190 | 3,69 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 647 | 11,27 | 509 | 20,95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 35 396 | 1,37 | 3 190 | 10,12 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 104 910 | 1,94 | 9 454 | 10,77 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 13 030 | 55,45 | 1 174 | 68,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 821 980 | 12,19 | 434 557 | 21,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 373 | 4,10 | 304 | 13,06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 970 | 0,08 | 358 | 8,51 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 20 | 2 | ||||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 8 923 | 1,68 | 804 | 10,59 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 7 420 | 4,21 | 1 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 772 | 0,59 | 430 | 9,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 114 925 | 9,41 | 10 039 | 15,22 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 913 | 0,22 | 82 | 9,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55 500 | 6,45 | 5 002 | 15,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45 643 | 10,08 | 3 934 | 14,43 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 641 | 0,99 | 959 | 9,74 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 3 579 | 0,62 | 323 | 9,52 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 393 | 0,62 | 396 | 9,12 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8 551 | 7,65 | 771 | 17,02 | ||||
| 2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 48 225 | 4,14 | 4 346 | 13,18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 696 | 0,43 | 63 | 8,77 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 834 | 0,60 | 75 | 10,29 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 826 | 15,92 | 525 | 26,20 | ||||
| 2025-07-31 | 13F | CNB Bank | 51 | 5 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40 662 | 128,97 | 3 665 | 148,91 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 167 858 | 8,69 | 15 127 | 18,11 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 55 234 | 1,91 | 4 978 | 10,75 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 41 833 | 4,13 | 3 770 | 13,15 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 228 749 | 0,61 | 20 615 | 9,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 748 331 | 5,84 | 337 800 | 15,00 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 3 194 | 0 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 3 371 | 0,39 | 304 | 8,99 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 6 121 | 4,19 | 552 | 13,14 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 25 449 | 8,16 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 29 007 | 11,92 | 2 614 | 21,64 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 3 388 | 305 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 76 | 7 | ||||||
| 2025-09-03 | 13F | American Trust | 63 904 | 5 759 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 208 | 0,48 | 19 | 5,88 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 677 | 29,69 | 61 | 41,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 699 339 | 1,25 | 63 023 | 9,86 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 240 | 22 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 17 252 | 7,20 | 1 555 | 16,49 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 2 925 | 264 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27 602 | 0,03 | 2 488 | 8,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 090 | 44,37 | 98 | 58,06 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 125 | 0 | ||||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 137 180 | 52,12 | 12 363 | 65,29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 599 | 198,01 | 54 | 231,25 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 102 112 | 1,74 | 9 016 | 3,21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 386 816 | 15,12 | 34 860 | 25,09 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 14 739 | 0,61 | 1 328 | 9,30 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15 167 | 0,43 | 1 367 | 9,11 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 481 | 38,54 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 993 | 223,77 | 1 892 | 252,14 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45 792 | 51,38 | 4 127 | 64,51 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2 385 | 215 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 128 635 | 14,54 | 11 590 | 24,43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 30 496 | 5,62 | 2 748 | 19,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2 639 | 0,38 | 238 | 8,72 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 35 935 | 4,07 | 3 238 | 13,10 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 19 690 | 19,30 | 1 774 | 29,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 776 | 1 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 25 812 | 0,03 | 2 326 | 8,69 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 64 229 | 6,16 | 5 788 | 15,37 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 125 | 11 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 27 531 | 2,10 | 2 481 | 10,96 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 224 | 471 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 23 197 | 0,08 | 2 090 | 8,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 915 | 6,21 | 353 | 19,73 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 144 | 11,17 | 283 | 20,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 631 574 | 0,38 | 56 917 | 9,07 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2 814 | 254 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 173 | 7,58 | 735 | 13,80 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 9 892 | 18,59 | 870 | 25,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 280 126 | 2,48 | 25 245 | 11,34 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 9 410 | 1 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 23 015 | 0,81 | 2 074 | 9,56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 55 051 | 4,40 | 4 961 | 13,45 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18 266 | 2,69 | 1 646 | 11,59 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 317 523 | 0,99 | 28 615 | 9,73 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19 894 | 0,81 | 1 793 | 9,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 002 | 10,44 | 451 | 20,00 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 114 758 | 8,12 | 10 342 | 17,48 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 278 | 202 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 14 281 | 10 557,46 | 1 287 | 11 600,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 2 230 | 201 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 28 120 | 4,58 | 2 534 | 13,63 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 48 225 | 4,14 | 4 349 | 13,26 | ||||
| 2025-08-14 | 13F | Fmr Llc | 15 810 | 11,17 | 1 425 | 20,78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19 191 | 20 535,48 | 1 729 | 24 600,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 289 | 0 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7 619 | 0,08 | 687 | 8,87 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 27 843 | 2,80 | 2 509 | 15,84 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15 258 | 1,01 | 1 375 | 9,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38 621 | 199,88 | 3 481 | 225,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 271 | 24 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 78 944 | 3,28 | 7 114 | 12,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 62 723 | 6,64 | 5 653 | 15,87 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 582 | 5,82 | 52 | 15,56 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 152 675 | 1,97 | 13 759 | 10,38 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 460 | 3,40 | 222 | 12,18 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 44 494 | 0,10 | 4 010 | 8,76 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 55 874 | 0,56 | 5 035 | 9,27 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 139 | 11,71 | 373 | 21,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 519 | 18,42 | 407 | 28,80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 201 364 | 7,07 | 18 147 | 16,35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 166 858 | 94,46 | 15 038 | 111,31 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39 017 | 4,61 | 3 516 | 13,68 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 18 662 | 0,12 | 1 682 | 8,80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9 441 | 851 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 35 835 | 8,91 | 3 229 | 18,37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 37 188 | 0,26 | 3 351 | 8,94 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 8 776 | 0,19 | 791 | 8,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 182 097 | 4,75 | 16 411 | 13,82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21 964 | 0,35 | 1 993 | 4,95 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29 937 | 0,21 | 2 698 | 8,88 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 92 591 | 8 344 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 22 056 | 20,38 | 1 988 | 35,63 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 32 498 | 0,33 | 2 929 | 9,01 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 268 | 295 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 964 679 | 30,44 | 86 956 | 41,23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91 349 | 45,19 | 8 | 60,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 364 | 33,07 | 844 | 44,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 659 | 61,07 | 150 | 75,29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 83 059 | 13,69 | 7 485 | 23,54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 275 | 242,11 | 205 | 272,73 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 23 387 | 4,62 | 2 108 | 13,65 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 2 424 | 201 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 297 | 0,51 | 387 | 9,32 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 8 027 | 49,37 | 723 | 62,47 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 42 268 | 3 791 | ||||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 289 482 | 2,55 | 26 088 | 11,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 258 | 42,84 | 564 | 55,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 303 781 | 14,85 | 27 377 | 24,79 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7 783 | 0,82 | 701 | 9,53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 763 | 249 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 34 876 | 4,67 | 3 143 | 13,75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 33 332 | 13,25 | 3 004 | 23,07 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 114 185 | 10,83 | 10 290 | 20,42 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 586 | 72,35 | 53 | 85,71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 21 871 | 1,58 | 1 971 | 8,30 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 171 | 0,59 | 15 | 7,14 |
