Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF inkluderar Cresset Asset Management, LLC, Bulwark Capital Corp, Christopher J. Hasenberg, Inc, United Capital Management of KS, Inc., F/M Investments LLC, Tiaa Trust, National Association, Surience Private Wealth Llc, Milestone Asset Management, Llc, Anchor Pointe Wealth Management, LLC, TT Capital Management LLC, Engineers Gate Manager LP, Fund Evaluation Group, LLC, Axecap Investments, LLC, Navigation Wealth Management, Inc., Edgestream Partners, L.P., Leo Wealth, LLC, Cahaba Wealth Management, Inc., Advyzon Investment Management, LLC, Nations Financial Group Inc, /ia/ /adv, och Financial Network Wealth Management 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 | Oak Hill Wealth Advisors, Llc | 105 238 | 9,61 | 4 824 | 8,50 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 167 105 | 256 984,62 | 7 744 | 258 000,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 083 | 19,36 | 421 | 20,69 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 457 706 | 11,21 | 21 210 | 11,29 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 12 934 | 4,72 | 599 | 4,72 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 180 737 | 28,49 | 8 375 | 28,59 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 192 168 | 9,77 | 8 790 | 8,00 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 28 155 | 1 277 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 47 029 | 5,12 | 2 179 | 7,08 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 9 672 | 0,59 | 448 | 0,67 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 121 528 | 46,44 | 5 632 | 46,53 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 249 | 12 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 600 | 11 500,00 | 538 | 13 325,00 | |||
| 2025-04-29 | 13F | Hm Payson & Co | 241 | 11 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 230 608 | 4,03 | 10 686 | 4,10 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40 456 | 2,00 | 1 875 | 2,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 400 | 107,27 | 528 | 107,87 | |||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 513 | 440,00 | 24 | 475,00 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14 847 | 4,09 | 688 | 4,24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 644 | 8,69 | 540 | 8,67 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21 077 | 26,03 | 977 | 26,10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 166 | 84,44 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 12 374 | 5,02 | 573 | 5,14 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 240 | 1,51 | 243 | 1,68 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 720 045 | 13,82 | 33 367 | 13,89 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 175 039 | 13,15 | 8 111 | 13,23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6 635 | 0,05 | 307 | 0,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 332 534 | 14,21 | 15 410 | 14,28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 107 335 | 2,88 | 4 974 | 2,94 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 39 240 | 0,02 | 1 818 | 0,11 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 199 483 | 0,70 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 688 769 | 3,11 | 263 618 | 3,17 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 791 | 37 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 10 767 | 2,09 | 499 | 2,05 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 981 | 214,37 | 509 | 215,53 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 48 670 | 0,13 | 2 255 | 0,18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 159 170 | 16,93 | 7 376 | 17,01 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 281 817 | 9,05 | 13 059 | 9,13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 290 988 | 3,01 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 108 132 | 1,57 | 5 011 | 1,64 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 787 | 11,22 | 593 | 11,28 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 14 | 7,69 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 171 795 | 2,25 | 332 341 | 2,32 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 730 | 5,67 | 219 | 5,31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 23 853 | 0,28 | 1 105 | 0,36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 314 987 | 4,11 | 14 596 | 4,18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 189 343 | 56,33 | 8 774 | 56,43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 470 848 | 6 012,24 | 299 859 | 6 017,07 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 50 039 | 0,53 | 2 317 | 2,43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 662 | 216 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 55 331 | 11,10 | 2 564 | 11,19 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 81 363 | 2,54 | 3 770 | 2,61 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 9 313 | 35,56 | 432 | 35,53 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 33 170 | 18,76 | 1 537 | 18,87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530 423 | 62,78 | 24 580 | 62,88 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 304 | 60 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5 613 | 260 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 7 745 | 359 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 97 427 | 14,31 | 4 515 | 16,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 77 212 | 0,72 | 3 578 | 0,76 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 9 281 | 430 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 107 728 | 12,24 | 4 982 | 12,08 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 207 228 | 5,65 | 9 603 | 5,71 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 16 650 | 772 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 719 | 311 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 133 322 | 0,97 | 6 158 | 0,77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 193 283 | 0,33 | 8 957 | 0,39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 371 | 17 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 206 865 | 8,05 | 9 580 | 8,04 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 003 | 2,35 | 186 | 2,21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 651 | 1,00 | 214 | 0,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 687 | 2,67 | 171 | 2,41 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 525 | 1,16 | 24 | 0,00 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 329 643 | 2,59 | 15 276 | 2,66 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8 244 | 0,13 | 382 | 0,26 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 46 616 | 1,42 | 2 160 | 1,50 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 82 788 | 13,23 | 3 836 | 13,29 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17 225 | 25,31 | 798 | 25,47 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 99 643 | 2,28 | 4 617 | 2,35 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 95 587 | 0,10 | 4 430 | 0,16 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 377 435 | 1,94 | 17 490 | 2,01 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 26 363 | 1 206 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 93 131 | 3,02 | 4 316 | 3,08 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 479 | 15,04 | 486 | 15,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 83 195 | 3,10 | 3 855 | 3,16 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 62 846 | 9,32 | 2 912 | 9,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 355 342 | 3,36 | 16 467 | 3,43 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 133 567 | 6 189 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31 465 | 58,92 | 1 458 | 59,17 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 34 410 | 2,93 | 1 595 | 2,97 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 14 470 | 0,65 | 671 | 0,75 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5 806 | 1,10 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 32 841 | 2,05 | 1 522 | 2,08 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 141 363 | 5,55 | 191 911 | 5,62 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 27 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4 598 287 | 1,34 | 213 085 | 1,40 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 178 124 | 8 254 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13 909 | 30,67 | 642 | 30,22 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 815 | 5,22 | 316 | 7,51 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 9 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55 915 | 7,03 | 2 591 | 7,11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 410 | 149,56 | 65 | 150,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 523 | 0,44 | 349 | 0,58 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 66 870 | 122,62 | 3 099 | 122,72 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 40 876 | 10,36 | 1 894 | 10,44 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 774 072 | 4,51 | 35 870 | 4,57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106 246 | 7,00 | 4 923 | 7,07 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 57 351 | 15,62 | 2 658 | 18,19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 576 376 | 1,95 | 73 050 | 2,02 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24 102 | 4,19 | 1 117 | 4,20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 588 237 | 1,08 | 27 259 | 1,15 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 8 478 | 15,27 | 393 | 15,29 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 237 120 | 73,69 | 10 988 | 73,81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 98 467 | 1,43 | 4 563 | 1,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 791 | 315 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 979 609 | 0,77 | 45 395 | 0,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26 053 | 8,31 | 1 207 | 8,45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 953 | 3 565,38 | 44 | 4 300,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 18 675 | 20,38 | 865 | 20,47 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 163 | 0,22 | 332 | 0,30 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 156 | 271,43 | 7 | 600,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 20 473 | 133,68 | 949 | 134,07 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11 751 | 41,89 | 545 | 42,04 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 922 412 | 3,55 | 42 745 | 3,61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20 396 | 45,95 | 945 | 46,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 80 | 4 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 57 706 | 21,98 | 2 674 | 19,75 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 583 484 | 20,61 | 27 039 | 20,69 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 230 388 | 0,83 | 10 676 | 0,90 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 113 708 | 28,68 | 5 269 | 28,76 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 34 047 | 1 578 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 134 212 | 26,97 | 6 219 | 27,07 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 20 157 | 934 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 39 763 | 45,03 | 1 843 | 45,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25 752 | 178,04 | 1 193 | 178,74 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 57 627 | 3,21 | 2 670 | 3,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831 647 | 1,85 | 39 | 2,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 046 064 | 11,21 | 48 475 | 11,28 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 128 | 0,79 | 6 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 294 562 | 2,96 | 13 650 | 3,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 534 | 0 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 29 715 | 1 377 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 295 267 | 13 683 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 7 372 | 3,98 | 341 | 5,25 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5 956 | 276 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 14 750 | 6,19 | 684 | 6,22 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 26 430 | 16,33 | 1 | 0,00 | ||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 614 281 | 3,87 | 399 186 | 3,94 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 242 741 | 1,97 | 57 589 | 2,04 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 990 000 | 13,79 | 45 877 | 13,87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 183 612 | 1,27 | 54 422 | 0,55 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 68 536 | 4,12 | 3 176 | 4,17 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 62 | 93,75 | 3 | 100,00 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 851 300 | 3,97 | 39 287 | 3,54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 25 142 | 202,88 | 1 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 986 | 5,04 | 324 | 4,87 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 692 | 25,59 | 32 | 28,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 272 | 13 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 85 648 | 7,01 | 3 969 | 7,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 199 | 3,11 | 936 | 3,20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 16 096 | 1,68 | 745 | 3,91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 115 | 32,45 | 561 | 32,62 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 17 665 | 5,39 | 819 | 5,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 081 488 | 1,06 | 976 908 | 1,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 175 793 | 18,79 | 100 826 | 18,87 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 16 564 | 768 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 31 | 1 | ||||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 56 925 | 15,21 | 2 638 | 15,25 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 8 746 | 28,47 | 405 | 31,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409 786 | 6,43 | 19 | 5,88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 56 | 86,67 | 3 | 100,00 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 332 406 | 1,96 | 15 404 | 2,03 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 172 243 | 7 982 | ||||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 18 263 | 5,47 | 846 | 5,62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146 263 | 1,79 | 6 778 | 1,86 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 19 | 1 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 485 405 | 24,38 | 22 494 | 24,48 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 98 710 | 21,01 | 4 574 | 21,10 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 168 448 | 4,38 | 7 806 | 4,44 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 5 | 25,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 971 032 | 14,31 | 44 998 | 14,39 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15 288 | 2,15 | 708 | 4,28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 120 | 106,90 | 5 | 150,00 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0,00 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46 837 | 113,12 | 2 156 | 111,90 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 66 759 | 3 094 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6 176 | 0,70 | 286 | 2,88 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 582 759 | 2,16 | 27 005 | 2,23 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 851 | 39 | ||||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 466 361 | 76,07 | 21 611 | 76,19 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 57 875 | 5,87 | 2 682 | 5,93 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 11 482 | 532 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 80 377 | 0,22 | 3 725 | 0,27 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 196 565 | 9 109 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23 363 | 1,15 | 1 083 | 1,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 818 | 38 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60 836 | 1,98 | 2 801 | 3,89 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 34 146 | 0,69 | 1 582 | 0,76 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 858 | 17,21 | 1 384 | 17,30 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 3 946 | 0 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86 579 | 2,26 | 4 009 | 4,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 47 661 | 1,81 | 2 209 | 1,85 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 151 460 | 8,96 | 6 960 | 8,11 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 221 | 6,29 | 705 | 6,33 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 66 284 | 2,00 | 3 072 | 2,06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 932 | 275 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 10 015 | 5,43 | 464 | 5,69 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 121 329 | 29,72 | 5 505 | 27,08 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 7 737 | 7,37 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 347 | 201 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 082 461 | 0,32 | 467 221 | 0,38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 329 | 20,86 | 108 | 20,22 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 34 889 | 1 617 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 104 085 | 22,56 | 4 823 | 22,63 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 41 269 | 0,69 | 1 912 | 0,74 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 1 705 540 | 5,99 | 79 035 | 6,06 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 52 364 | 4,78 | 2 427 | 4,84 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 73 248 | 3 394 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 424 303 | 21,55 | 19 662 | 21,63 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3 119 | 4,88 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 423 | 1,44 | 20 | 0,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 954 655 | 4,52 | 44 239 | 4,59 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 277 | 245 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 53 150 304 | 1,23 | 2 462 985 | 1,29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 591 | 0,95 | 74 | 1,39 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 411 | 26,00 | 297 | 26,38 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 58 934 | 8,95 | 2 731 | 9,07 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 12 129 | 21 558,93 | 562 | 28 000,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 116 480 | 12,24 | 5 398 | 12,30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 244 027 | 7,04 | 11 308 | 7,11 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 965 523 | 114,05 | 44 750 | 114,05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 155 923 | 2,31 | 7 225 | 2,38 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 15 | 1 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 316 118 | 21,26 | 14 649 | 21,34 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 81 | 4 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 274 826 | 3,86 | 12 735 | 3,93 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 242 | 1,26 | 11 | 0,00 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 253 503 | 1,76 | 11 747 | 1,83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 60 231 | 19,89 | 2 791 | 19,99 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14 592 | 5,37 | 676 | 5,46 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 62 305 | 17,78 | 2 887 | 17,88 | ||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 200 000 | 9 268 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23 806 | 2,23 | 1 103 | 2,32 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7 408 | 20,51 | 343 | 20,77 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 12 401 | 575 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 732 | 34 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 101 870 | 2,28 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 579 898 | 6,24 | 26 872 | 6,31 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 618 635 | 1,42 | 28 668 | 1,49 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 94 244 | 17,99 | 4 367 | 18,09 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 0 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 108 365 | 3,60 | 5 022 | 3,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 438 | 11,13 | 1 040 | 13,55 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 19 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 56 247 | 18,45 | 2 606 | 18,56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 77 | 0 | ||||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 31 133 | 0,55 | 1 443 | 0,63 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 220 270 | 9,64 | 10 207 | 9,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 015 096 | 0,54 | 47 040 | 0,60 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 120 | 284 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 406 673 | 0,39 | 18 845 | 0,46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 572 | 351 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 230 554 | 10,67 | 11 | 11,11 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7 779 | 17,19 | 360 | 17,26 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4 592 | 0,55 | 213 | 0,47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 86 315 | 96,33 | 4 000 | 96,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 11 974 | 78,53 | 555 | 78,71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 200 321 | 37,34 | 9 283 | 37,43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 735 | 26,04 | 266 | 26,19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 237 685 | 44,33 | 10 993 | 44,12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8 312 | 385 | ||||||
| 2025-07-17 | 13F | SWS Partners | 143 943 | 28,49 | 6 670 | 31,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 30 830 | 2,55 | 1 429 | 2,59 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 442 830 | 3,50 | 66 861 | 3,57 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 7 686 | 3,68 | 356 | 3,79 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 322 733 | 6,56 | 14 955 | 6,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 152 642 | 6,77 | 7 026 | 6,57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 160 | 0,63 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 555 | 257 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 943 050 | 0,00 | 43 701 | 0,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 606 | 8,47 | 584 | 8,55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 88 034 | 5,96 | 4 079 | 6,03 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 8 273 | 23,75 | 385 | 24,27 | ||||
| 2025-08-14 | 13F | Comerica Bank | 52 980 | 14,86 | 2 455 | 14,99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 205 692 | 12,42 | 9 501 | 12,20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 884 | 71,65 | 41 | 73,91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 581 926 | 10,10 | 26 949 | 12,46 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 46 427 | 10,35 | 2 151 | 10,48 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 290 049 | 2,60 | 13 | 0,00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 94 408 | 4,71 | 4 375 | 4,77 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 651 | 0 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 124 797 | 1,16 | 5 783 | 1,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 539 151 | 0,85 | 24 984 | 0,91 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 82 424 | 2,56 | 3 820 | 2,63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5 140 | 2,31 | 237 | 1,72 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 34 238 | 0,95 | 1 587 | 1,02 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10 088 | 18,35 | 467 | 18,53 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31 | 1 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 682 | 0,08 | 356 | 0,28 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 607 738 | 2,72 | 28 163 | 2,79 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 12 377 | 40,23 | 574 | 40,44 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 6 719 | 311 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 89 210 | 23,77 | 4 131 | 26,02 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 73 | 3 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 180 | 8 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 71 200 | 3,28 | 3 299 | 3,35 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8 546 | 68,29 | 396 | 68,51 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 187 223 | 3,53 | 8 676 | 3,57 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118 778 | 8,90 | 5 504 | 8,97 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 726 | 1,82 | 34 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 219 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 49 670 899 | 1,98 | 2 301 750 | 2,04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 533 | 210 | ||||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 4 489 | 208 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 167 011 | 5,34 | 7 739 | 7,03 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 369 | 0,35 | 295 | 0,68 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 645 774 | 0,20 | 29 925 | 0,27 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 625 677 | 18,53 | 28 994 | 18,60 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 398 | 14,70 | 18 | 12,50 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 125 107 | 3,38 | 5 798 | 3,44 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 12 140 | 7,86 | 563 | 7,87 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 18 215 | 3,01 | 844 | 3,18 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135 955 | 3,08 | 6 300 | 3,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 104 824 | 3,19 | 282 897 | 3,26 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 55 740 | 36,20 | 2 583 | 39,19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 110 | 96,18 | 700 | 96,63 | ||||
| 2025-08-22 | NP | FTRB - Federated Hermes Total Return Bond ETF | 237 120 | 73,69 | 10 988 | 73,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40 914 | 11,45 | 1 894 | 11,42 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 692 | 29,35 | 32 | 33,33 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 21 597 | 24,88 | 1 001 | 25,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 217 457 | 2,81 | 56 | 3,70 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 66 | 3 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9 273 | 7,84 | 430 | 7,79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72 479 | 3,56 | 3 359 | 3,61 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 160 | 220,00 | 7 | 250,00 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 61 739 | 0,46 | 2 861 | 0,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 187 | 16,33 | 518 | 16,40 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 233 509 | 2,21 | 57 161 | 2,27 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 74 497 | 1,12 | 3 452 | 1,20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 011 | 2,54 | 232 | 2,65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 873 142 | 12,40 | 40 461 | 12,47 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 868 | 7,35 | 365 | 7,37 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 707 | 264 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 326 631 | 7,62 | 15 136 | 7,69 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 22 391 | 4,09 | 1 038 | 4,12 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 166 | 16,54 | 1 073 | 16,63 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 107 | 5 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 133 | 6 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18 315 | 1,34 | 849 | 1,44 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 361 806 | 2,34 | 16 766 | 2,41 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 339 856 | 13,96 | 15 749 | 14,03 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 459 | 68 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 72 | 3 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 104 | 1,96 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 658 973 | 1,95 | 76 877 | 2,01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 615 | 214 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 299 857 | 1,72 | 106 575 | 1,79 |
