Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF inkluderar Exchange Traded Concepts, Llc, Blue Capital, Inc., IIFAX - Voya Balanced Income Portfolio Class ADV, Wealth Advisory Team LLC, Glenmede Investment Management, LP, Aquire Wealth Advisors, LLC, Clarion Wealth Managment Partners, LLC, Arista Wealth Management, LLC, Valpey Financial Services, LLC, SRGAX - Stringer Growth Fund Class A Shares, Spirepoint Private Client, Llc, Hilltop Holdings Inc., Kraft, Davis & Associates, LLC, Waterloo Capital, L.P., Haverford Trust Co, Midwest Trust Co, Brio Consultants, LLC, Trust Point Inc., Olympus Wealth Management, Llc, och Richmond Investment Services, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Strategic Wealth Designers | 25 | 3 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28 510 | 3,41 | 3 113 | 21,70 | ||||
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 19 274 | 2 665,28 | 1 982 | 1 058,48 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 40 045 | 7,78 | 4 373 | 26,83 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 330 | 0,20 | 1 783 | 17,92 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 36 961 | 4 036 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 764 | 12,55 | 1 066 | 32,59 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 897 | 426 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 576 752 | 12,98 | 62 981 | 32,96 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5 235 | 0,02 | 572 | 17,73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 046 | 8,17 | 1 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 389 | 42 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 705 989 | 16,84 | 404 694 | 37,51 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 45 476 | 6,72 | 5 | 33,33 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 22 595 | 14,96 | 2 467 | 35,33 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 254 256 | 2,16 | 27 765 | 20,23 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 472 | 0,12 | 270 | 17,47 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 230 015 | 7,68 | 25 118 | 26,73 | ||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 16 642 | 87,64 | 1 711 | 11,84 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 564 | 280 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29 078 | 576,08 | 3 175 | 695,74 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 5 352 | 0,07 | 584 | 17,74 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 288 | 0,09 | 250 | 17,45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 17 622 | 1 924 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 4 086 | 0,02 | 446 | 17,68 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 14 751 | 39,29 | 1 611 | 63,95 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 749 | 82 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 403 | 2 586,67 | 44 | 4 300,00 | ||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 22 196 | 4 944,55 | 2 282 | 2 012,04 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 208 880 | 1,67 | 22 810 | 19,64 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 2 509 | 482,13 | 258 | 157,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34 781 | 12,41 | 3 798 | 32,33 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 17 817 | 39,00 | 1 946 | 79,59 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 162 622 | 8,51 | 245 652 | 32,84 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 48 467 | 0,14 | 5 293 | 17,84 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 78 100 | 128,36 | 8 529 | 168,77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34 188 | 0,98 | 3 733 | 18,85 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14 | 2 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 17 013 | 48,40 | 1 858 | 74,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 243 398 | 1,45 | 26 579 | 19,39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 321 | 367,98 | 2 328 | 451,66 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 4 820 | 8,19 | 526 | 27,36 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 43 319 | 5,96 | 4 730 | 24,70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 444 421 | 15,59 | 48 531 | 36,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 410 | 2,18 | 2 338 | 20,22 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1 920 | 210 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 218 607 | 22,29 | 23 872 | 43,92 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 438 | 35,55 | 485 | 59,74 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12 601 | 19,43 | 1 379 | 40,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 610 534 | 2,59 | 67 | 20,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4 240 | 3,67 | 463 | 22,16 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 908 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 32 457 | 9,73 | 3 544 | 24,18 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 9 874 | 378,86 | 1 015 | 110,14 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1 894 | 207 | ||||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 16 216 | 7,39 | 1 771 | 26,34 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 972 | 215 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 27 144 | 1,03 | 2 995 | 23,66 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 057 | 13,42 | 443 | 33,53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 | 2 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 489 | 13,03 | 272 | 32,84 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 198 911 | 0,48 | 23 | 22,22 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2 630 | 287 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 25 829 | 0,00 | 2 821 | 17,70 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 4 227 | 462 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 965 | 18,22 | 433 | 38,91 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 7 625 | 0,09 | 833 | 17,85 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 19 768 | 2 159 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 632 | 0,16 | 69 | 18,97 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1 931 | 211 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135 739 | 14 823 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 658 | 1,23 | 72 | 18,33 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 926 | 210 | ||||||
| 2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 5 763 | 453,07 | 592 | 142,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 543 | 168 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2 819 | 308 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 43 811 | 11,54 | 4 784 | 31,28 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 924 | 1,35 | 319 | 19,48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 634 511 | 1,16 | 178 | 19,46 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7 287 | 77,86 | 796 | 109,21 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 12 980 | 158,05 | 1 417 | 204,08 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7 383 | 806 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 844 | 24,48 | 92 | 48,39 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 15 000 | 30,43 | 1 638 | 53,51 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 12 694 | 1 386 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 12 870 | 0,10 | 1 406 | 17,77 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 462 | 269 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 752 | 265,54 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 43,75 | 13 | 71,43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44 746 | 12,36 | 4 886 | 32,23 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 745 | 0,04 | 300 | 17,72 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 355 061 | 2,45 | 38 773 | 20,57 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 13 356 | 6 820,21 | 1 373 | 2 821,28 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 478 | 271 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 268 | 29 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 567 110 | 18,76 | 61 928 | 39,77 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16 443 | 13,04 | 1 796 | 33,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 653 452 | 38,13 | 71 357 | 62,56 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 113 571 | 1 428,96 | 12 402 | 1 699,85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43 972 | 33,41 | 4 802 | 57,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 249 | 0,37 | 355 | 18,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 283 557 | 1,11 | 358 564 | 18,99 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 322 | 62,56 | 690 | 91,67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 49 698 | 47,62 | 5 427 | 73,39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 613 | 187,66 | 1 596 | 238,64 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 8 545 | 5,79 | 933 | 24,57 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2 194 | 240 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 786 | 0,93 | 523 | 18,64 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 838 489 | 1,21 | 77 803 | −9,09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 370 907 | 4,88 | 40 503 | 23,44 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 116 575 | 10,29 | 121 930 | 29,80 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 4 095 | 30,41 | 447 | 62,55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 510 940 | 81,06 | 55 795 | 113,08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 081 | 0,82 | 286 | −9,52 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 548 128 | 11,91 | 59 856 | 31,70 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 18 471 | 0,10 | 2 017 | 17,82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 055 | 24,13 | 880 | 46,01 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 24 | 3 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 751 | 59,94 | 300 | 88,68 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 70 | 8 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 15 266 | 50,00 | 1 667 | 76,59 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 606 | 6,29 | 831 | 25,00 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 14 972 | 1 752,97 | 1 539 | 677,27 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 113 690 | 17,46 | 12 415 | 38,23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89 660 | 3 858,50 | 10 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 20 705 | 33,67 | 2 261 | 57,38 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 986 | 217 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 2 247 | 245 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 34 228 | 4,00 | 3 738 | 22,40 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3 180 | 10,53 | 347 | 30,45 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21 071 | 23,94 | 2 301 | 45,85 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 130 320 | 0,09 | 14 231 | 17,79 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 44 | 5 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 4 630 | 506 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 164 289 | 0,23 | 17 939 | 17,94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 256 | 28 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 104 527 | 4,97 | 11 414 | 23,54 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6 154 | 0,13 | 672 | 17,72 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5 677 | 26,69 | 620 | 49,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 710 855 | 7,28 | 405 968 | 26,32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 17 266 | 0,30 | 1 885 | 18,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 811 | 95,75 | 1 836 | 130,53 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 37 842 | 0,40 | 4 344 | 144 666,67 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 490 | 56 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 131 791 | 3,30 | 14 392 | 21,57 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 50 333 | 14,50 | 5 496 | 34,77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19 478 | 282,90 | 2 127 | 304,95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 312 | 1,82 | 1 017 | 19,81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4 349 | 475 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3 509 | 383 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 534 | 12,02 | 604 | 31,88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 50 338 | 2,68 | 5 497 | 20,84 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 001 | 218 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 62 400 | 6 814 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160 643 | 1,92 | 17 542 | 19,95 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 976 | 32,08 | 1 967 | 62,08 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 115 | 13 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 675 | 0,15 | 74 | 17,74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 69 340 | 44,09 | 7 523 | 68,64 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 47 106 | 18,34 | 5 155 | 38,24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 160 618 | 1,96 | 17 540 | 19,99 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 7 844 | 3,07 | 857 | 21,25 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1 986 | 217 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 59 385 | 2,54 | 6 485 | 20,68 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 16 008 | 64,32 | 1 748 | 93,58 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 277 102 | 4,93 | 30 260 | 23,49 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2 217 | 242 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 21 863 | 46,19 | 2 387 | 72,10 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 269 | 144,75 | 794 | 188,36 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 86 945 | 3,38 | 9 494 | 21,67 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 621 | 6,29 | 298 | 30,70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 68 600 | 8,98 | 7 491 | 28,27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 64 215 | 144,05 | 7 012 | 187,49 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 113 690 | 17,46 | 12 288 | 35,50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 592 | 270,58 | 611 | 335,71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52 161 | 13,43 | 4 840 | 1,87 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4 748 | 518 | ||||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 2 000 | 0 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 56 700 | 9,19 | 6 192 | 28,50 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 442 | 48 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 047 | 303 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 600 | 175 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30 399 | 5,85 | 3 320 | 24,59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 14 068 | 3,76 | 1 536 | 22,10 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185 756 | 27,76 | 20 329 | 51,79 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4 048 | 421,65 | 442 | 513,89 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 153 | 0,97 | 890 | 18,83 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 36 082 | 3,25 | 3 940 | 18,11 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 307 001 | 10,67 | 797 925 | 30,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 323 831 | 120,42 | 143 636 | 157,96 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 109 847 | 20,67 | 11 995 | 42,02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 61 | 7 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 019 | 0,05 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 093 | 5,20 | 338 | 23,90 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 11 997 | 1 762,89 | 1 233 | 680,38 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15 046 | 1,03 | 1 643 | 18,97 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 30 820 | 27,62 | 3 366 | 50,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 138 161 | 16,75 | 15 087 | 37,40 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 044 | 0,13 | 769 | 17,94 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 51 012 | 5 571 | ||||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 13 685 | 1 407 | ||||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 532 343 | 3,28 | 58 132 | 21,54 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 | 1 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 183 | 31,25 | 566 | 54,37 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 55 286 | 0,50 | 6 300 | 21,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 180 | 1 610,14 | 129 | 2 033,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 206 | 2,53 | 678 | 20,68 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3 233 | 0,09 | 353 | 18,06 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 944 | 20,65 | 1 304 | 42,05 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 168 | 346 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 29 752 | 800,21 | 3 249 | 961,44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 40 300 | 4 401 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 531 | 5,49 | 495 | 24,12 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2 630 | 0,11 | 287 | 18,11 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2 081 | 227 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 5 424 | 592 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7 009 | 13,05 | 765 | 33,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283 576 | 10,36 | 30 967 | 29,87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 158 | 17 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 452 | 42,49 | 159 | 68,09 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 615 | 9,82 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 341 965 | 7,20 | 37 343 | 26,15 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 10 273 | 1 417,43 | 1 056 | 536,14 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 80 946 | 19,75 | 8 839 | 40,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 492 | 7,07 | 1 036 | 26,03 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 991 | 217 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11 440 | 3,49 | 1 249 | 21,85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221 820 | 4,72 | 24 223 | 23,24 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 567 604 | 0,32 | 61 982 | 18,06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 777 | 38,87 | 522 | 63,32 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3 591 | 15,28 | 392 | 35,64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 43 320 | 15,22 | 4 731 | 35,61 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 678 | 70 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 29 498 | 5,50 | 3 221 | 24,17 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 372 847 | 35,10 | 40 715 | 58,99 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 7 421 | 0,88 | 1 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2 274 | 248 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 200 674 | 2,39 | 21 914 | 20,50 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 73 073 | 3,15 | 7 980 | 21,39 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 45 623 | 0,01 | 4 982 | 17,72 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 13 108 | 5,95 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 980 | 653 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 697 | 1 277 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14 964 | 1,77 | 1 634 | 19,79 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 318 222 | 5,61 | 34 750 | 24,29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 467 | 8 050,00 | 160 | 15 900,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 537 | 33,93 | 386 | 57,55 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 2 813 | 319 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 3 325 | 0,12 | 363 | 17,86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101 084 | 94,77 | 11 034 | 129,33 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 411 | 28,06 | 809 | 50,93 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 510 | 596 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 258 535 | 4,28 | 901 832 | 22,72 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1 846 | 202 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 717 | 51,25 | 3 027 | 76,34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 607 | 85,99 | 503 | 119,65 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7 550 | 0,01 | 824 | 17,71 | ||||
| 2025-07-31 | 13F | United Community Bank | 4 277 | 16,95 | 467 | 37,76 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 2 100 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1 962 | 214 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 676 | 550,00 | 74 | 711,11 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 611 791 | 4,64 | 66 808 | 23,14 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 807 | 5,07 | 5 985 | 23,66 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 49 474 | 9,87 | 5 403 | 29,30 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10 627 | 6,88 | 1 160 | 25,81 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22 372 | 155,74 | 2 443 | 201,23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 583 763 | 150,18 | 63 747 | 194,43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 25 130 | 0,69 | 2 744 | 18,53 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4 810 | 525 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2 020 | 221 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 855 364 | 15,24 | 93 405 | 35,62 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 450 | 3,57 | 158 | 22,48 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 2 156 | 235 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 13 026 | 2,29 | 1 422 | 20,41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21 254 | 10,32 | 2 321 | 29,83 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22 231 | 26,08 | 2 428 | 48,35 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26 116 | 192,16 | 2 852 | 243,91 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 47 309 | 3,36 | 5 166 | 21,67 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 19 091 | 2 085 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 44 213 | 51,23 | 4 828 | 78,02 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 419 | 56,80 | 155 | 85,54 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 3 660 | 0,03 | 400 | 17,70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 091 | 147,48 | 1 866 | 191,56 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 9 376 | 20,05 | 1 024 | 41,10 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 9 254 | 1 051 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 98 871 | 18,41 | 10 797 | 39,34 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 44 492 | 4 858 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 50 617 | 32,80 | 5 527 | 56,31 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 988 | 217 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 680 954 | 5,75 | 183 560 | 24,46 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 116 007 | 0,66 | 12 668 | 18,46 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 46 297 | 2,08 | 5 056 | 20,13 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 300 | 470 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R | 252 487 | 19,19 | 23 802 | 6,69 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 23 789 | 7,42 | 2 598 | 26,44 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7 871 | 0,51 | 860 | 18,32 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 54 636 | 0,71 | 5 966 | 18,51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 512 209 | 2,92 | 55 933 | 21,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 134 186 | 6,64 | 14 653 | 12,73 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 119 907 | 41,42 | 13 094 | 66,43 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 33 932 | 58,49 | 3 705 | 86,56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 168 059 | 11,96 | 15 594 | 0,57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 404 | 263 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 987 038 | 10,00 | 435 385 | 29,45 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2 340 | 256 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 36 026 | 0,68 | 3 934 | 18,49 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 12 287 | 1 342 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 11 310 | 31,34 | 1 235 | 54,57 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2 032 | 222 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27 000 | 10,79 | 2 949 | 30,38 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 249 240 | 5,63 | 27 043 | 23,63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 936 306 | 15,53 | 102 059 | 35,71 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 281 | 8,10 | 249 | 27,69 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 29 406 | 294,50 | 3 211 | 364,69 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2 444 | 267 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 828 | 1,44 | 200 | 19,16 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 19 | 18,75 | 2 | 100,00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 52 022 | 15,09 | 5 681 | 35,43 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 182 886 | 2,37 | 19 971 | 20,48 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 13 105 | 1 431 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 342 774 | 1,80 | 256 | 19,72 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3 027 | 11,90 | 331 | 32,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 558 | 155,41 | 170 | 18,06 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 222 827 | 1,42 | 24 333 | 19,36 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19 886 | 2,75 | 2 255 | 25,63 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 73 216 | 5,55 | 6 794 | −5,19 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 498 485 | 0,05 | 54 435 | 17,74 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 13 629 | 46,98 | 1 488 | 73,02 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 788 802 | 3,15 | 522 937 | 21,39 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40 066 | 5,86 | 4 375 | 24,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 052 | 224 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 749 | 82 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 26 765 | 26,00 | 2 923 | 48,25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 489 | 62,91 | 163 | 92,86 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 66 722 | 9,89 | 7 286 | 29,32 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 32 530 | 28,88 | 3 018 | 15,77 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 972 | 215 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 11 369 | 1,64 | 1 241 | 19,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36 407 608 | 1,73 | 3 975 711 | 19,72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 408 214 | 1,02 | 44 577 | 18,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 375 | 39,39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 119 037 | 12,80 | 12 999 | 32,75 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 820 | 320 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 272 901 | 1,46 | 139 001 | 19,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 765 | 51,55 | 3 250 | 78,38 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 920 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 473 947 | 8,13 | 51 755 | 27,25 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 102 747 | 58,02 | 11 220 | 85,98 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 23 603 | 2 577 | ||||||
| 2025-08-27 | NP | XCOR - FundX ETF | 201 030 | 5,82 | 21 952 | 24,53 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 273 | 15,60 | 1 886 | 36,08 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 307 | 9,01 | 143 | 15,45 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9 168 | 0,03 | 1 001 | 16,67 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 21 706 | 5,47 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6 375 | 1,08 | 696 | 18,97 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 28 896 | 3,23 | 3 155 | 21,49 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 499 | 0,20 | 54 | 17,39 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 161 | 83,81 | 1 000 | 116,45 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 50 | 5 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 814 | 1,96 | 307 | 19,92 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15 753 | 1 720 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 326 178 | 80,29 | 35 619 | 112,18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 701 | 1 530,23 | 72 | 2 300,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 661 079 | 7,09 | 72 190 | 26,03 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 77 023 | 5,05 | 8 411 | 23,62 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 696 | 294 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 101 | 229 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 126 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 346 693 | 22,00 | 37 859 | 43,58 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7 516 | 821 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10 012 | 14,61 | 1 093 | 34,94 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 317 943 | 0,17 | 34 719 | 17,88 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2 322 | 0,13 | 254 | 17,67 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 114 894 | 7,31 | 12 546 | 26,29 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 212 343 | 7,36 | 23 | 27,78 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2 024 | 221 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 372 | 1 671,43 | 40 | 3 900,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23 922 | 0,75 | 2 612 | 6,53 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3 123 | 0,06 | 341 | 17,99 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2 540 | 0,08 | 277 | 17,87 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 215 | 7,05 | 1 006 | 26,07 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 629 957 | 3,26 | 68 791 | 21,53 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 37 180 | 199,72 | 4 060 | 252,74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 741 | 1,25 | 627 | 19,01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 116 529 | 8,22 | 13 189 | 30,45 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 89 566 | 2,59 | 9 781 | 20,73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 018 | 5,25 | 657 | 23,96 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 17 166 | 248,97 | 1 875 | 310,96 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 61 413 | 12,83 | 6 706 | 32,79 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 5 197 | 1,37 | 568 | 19,37 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 4 380 | 478 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 206 749 | 772,98 | 22 577 | 927,63 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39 123 | 5,20 | 4 272 | 23,83 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 134 155 | 4,83 | 14 650 | 23,37 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7 070 | 772 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 2 000 | 218 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 14 708 | 0,01 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 97 859 | 85,07 | 10 686 | 117,81 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 69 670 | 16,05 | 7 608 | 36,57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15 487 | 3,76 | 1 691 | 22,18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 59 127 | 23,44 | 6 457 | 45,27 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 524 | 2,77 | 822 | 20,91 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 428 | 47 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 3 025 | 17,57 | 330 | 38,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 189 374 | 19,16 | 21 | 42,86 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 3 659 | 0,05 | 400 | 17,70 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 639 855 | 32,59 | 69 872 | 56,04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153 534 | 1,81 | 16 766 | 19,82 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 297 633 | 0,08 | 32 502 | 17,78 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 67 477 | 316,01 | 7 368 | 389,57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 554 | 32,96 | 388 | 56,45 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 2 108 | 230 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 58 754 | 6,26 | 6 416 | 25,05 | ||||
| 2025-08-07 | 13F | Commerce Bank | 407 454 | 4,01 | 44 494 | 22,40 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 172 043 | 12,65 | 18 787 | 19,09 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 205 610 | 601,33 | 22 453 | 725,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 091 | 0,23 | 2 412 | 17,95 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 199 | 459 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 4 804 | 33,85 | 525 | 57,83 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 35 836 | 0,12 | 3 913 | 17,83 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13 201 | 0,26 | 1 442 | 18,11 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26 939 | 45,67 | 2 500 | 30,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 625 | 9,92 | 396 | 29,08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 964 281 | 9,27 | 432 899 | 28,60 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 511 447 | 3,35 | 55 850 | 21,63 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 25 362 | 387,08 | 2 353 | 539,40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 687 | 0,04 | 840 | 17,67 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10 056 | 21,82 | 1 |
