Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF inkluderar ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A, DDIAX - Delaware Wealth Builder Fund Class A, IBNAX - Ivy Balanced Fund Class A, WASAX - Ivy Asset Strategy Fund Class A, Brio Consultants, LLC, Exchange Traded Concepts, Llc, Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II, Centric Wealth Management, Sentinel Wealth Management, Inc., Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II, Focused Wealth Management, Inc, Glenmede Investment Management, LP, Valpey Financial Services, LLC, Stratos Wealth Advisors, LLC, DELAWARE VIP TRUST - Delaware VIP Total Return Series Service, Macquarie Group Ltd, Clarion Wealth Managment Partners, LLC, McElhenny Sheffield Capital Management, LLC, TT Capital Management LLC, och WRAAX - Wilmington Global Alpha Equities Fund Class A Shares .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Hm Payson & Co | 802 | 0,50 | 66 | 3,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21 335 | 6,95 | 1 818 | 10,39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 168 | 526,76 | 2 059 | 547,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 110 996 | 3,60 | 9 458 | 6,94 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2 735 | 233 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 2 912 | 0,07 | 248 | 3,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 44 655 | 3 805 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 188 192 | 13,69 | 16 036 | 17,37 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18 590 | 1 584 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class | 47 393 | 228,57 | 4 038 | 239,33 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 106 167 | 234,39 | 9 046 | 245,27 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 793 | 408 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 594 | 12,30 | 391 | 16,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 400 005 | 26,21 | 119 294 | 30,29 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 800 | 153 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 201 943 | 0,45 | 17 208 | 3,70 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 831 | 71 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 845 | 328 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 409 969 | 28,35 | 34 933 | 32,50 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 154 | 11,39 | 98 | 19,51 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4 431 | 19,37 | 378 | 23,20 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 4 846 | 0,21 | 413 | 3,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | −21,51 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 040 | 0,34 | 174 | 3,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 79 981 | 4,36 | 6 815 | 7,75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 427 | 175,25 | 548 | 184,90 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 98 612 | 217,68 | 8 403 | 227,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 121 581 | 141,59 | 10 317 | 150,72 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2 606 | 1,16 | 222 | 4,72 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2 518 | 215 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 210 | 5,34 | 188 | 8,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 393 618 | 8,77 | 118 750 | 12,29 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 73 139 | 6 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 444 | 208 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 646 | 215,12 | 55 | 243,75 | ||||
| 2025-08-12 | 13F | Braun Stacey Associates Inc | 3 883 | 26,15 | 331 | 29,92 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 23 729 | 2,22 | 2 022 | 5,48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 560 | 286,11 | 474 | 300,85 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 7 981 | 654 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 519 237 | 9,11 | 44 244 | 12,64 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 2 750 | 0,95 | 234 | 4,46 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 018 | 257 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 83 261 | 0,82 | 7 095 | 4,08 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 18 040 | 8,44 | 1 537 | 11,94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 336 810 | 33,78 | 28 700 | 38,10 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 3 460 | 3,07 | 295 | 6,14 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 780 136 | 7,98 | 241 927 | 13,84 | ||||
| 2025-08-26 | NP | Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II | 172 810 | 14 725 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 308 458 | 3,80 | 26 284 | 7,16 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 243 | 0,08 | 106 | 2,94 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8 470 | 5,65 | 722 | 9,08 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 300 799 | 5,72 | 25 631 | 9,14 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 26 487 | 7,07 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 731 432 | 1,53 | 62 325 | 4,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 841 133 | 2,48 | 71 673 | 5,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 875 | 1,09 | 245 | 4,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 27 417 | 2 336 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 429 448 | 9,22 | 36 593 | 12,76 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 38 400 | 17,78 | 3 272 | 21,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 301 067 | 17,44 | 25 654 | 23,16 | ||||
| 2025-06-25 | NP | WRAAX - Wilmington Global Alpha Equities Fund Class A Shares | 7 863 | 628 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 388 | 33 | ||||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 3 104 | 20,31 | 264 | 24,53 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 658 | 226 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 209 644 | 15,99 | 18 019 | 20,78 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 47 649 | 150,09 | 4 099 | 160,69 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 30 501 | 15,04 | 2 599 | 17,61 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 357 | 223,79 | 712 | 234,27 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 28 236 | 0,38 | 2 432 | 11,87 | ||||
| 2025-08-27 | NP | WASAX - Ivy Asset Strategy Fund Class A | 441 018 | 37 579 | ||||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 6 033 | 0,37 | 514 | 3,63 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 561 | 920,00 | 48 | 1 075,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 147 | 5,52 | 1 376 | 8,87 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 381 597 | 83,66 | 32 516 | 89,60 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 332 904 | 28 367 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 178 | 15 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 750 | 26,35 | 320 | 30,74 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16 279 | 7,27 | 1 387 | 10,78 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10 820 | 222,41 | 922 | 232,49 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 61 957 | 3,16 | 5 279 | 6,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 732 | 73,36 | 744 | 79,28 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 12 690 | 2,33 | 1 081 | 5,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 052 746 | 12,65 | 89 705 | 16,29 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4 891 | 61,47 | 417 | 66,40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18 268 | 415,03 | 1 557 | 432,88 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 2 991 | 0,47 | 255 | 3,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 48 252 | 49,18 | 4 112 | 54,03 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3 158 | 20,35 | 269 | 24,54 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 502 | 43 | ||||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 18 763 | 1 599 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 234 086 | 19 946 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 542 | 139,82 | 46 | 155,56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 175 014 | 25 943,75 | 14 913 | 27 012,73 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 138 369 | 28,22 | 11 790 | 32,37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 744 | 3,67 | 660 | 6,98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 225 795 | 7 526 400,00 | 19 240 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39 584 | 149,55 | 3 373 | 157,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 327 | 0,91 | 539 | 4,26 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 9 | 1 | ||||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3 883 | 0,49 | 331 | 3,77 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3 914 | 334 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R | 272 037 | 29,78 | 21 736 | 22,15 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 23 255 | 6,36 | 1 982 | 9,81 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3 895 | 332 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 16 518 | 135,87 | 1 407 | 143,43 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 316 045 | 0,94 | 26 930 | 4,21 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 756 | 27,02 | 320 | 31,15 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 29 700 | 450,00 | 2 531 | 468,54 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 14 399 | 0,42 | 1 227 | 3,63 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 7 112 | 606 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 62 116 | 6,09 | 5 293 | 9,52 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 53 | 8,16 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 407 | 546 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 231 529 | 0,78 | 190 149 | 4,04 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6 044 | 515 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 371 164 | 5,13 | 31 627 | 8,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 711 122 | 21,83 | 60 595 | 25,77 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7 886 | 3,17 | 672 | 6,51 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 715 | 30,83 | 402 | 35,02 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 421 961 | 39,16 | 101 845 | 20,75 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 589 570 | 18,63 | 50 237 | 22,46 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 27 447 | 18,35 | 2 339 | 22,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 540 685 | 9,31 | 131 | 12,93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 80 265 | 453,63 | 6 839 | 471,82 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 37 153 | 18,02 | 3 166 | 21,82 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 26 | 2 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9 899 | 843 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 388 | 325,69 | 1 141 | 340,15 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9 110 | 0,47 | 776 | 3,74 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 50 | 4 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14 489 | 8,80 | 1 243 | 13,10 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 77 183 | 6 625 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 107 919 | 51,23 | 9 196 | 56,11 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 55 927 | 4 766 | ||||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 28 524 | 2,08 | 2 431 | 5,38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 400 842 | 7,02 | 374 996 | 10,48 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16 521 | 6,52 | 1 408 | 9,92 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 27 506 | 71,61 | 2 344 | 77,23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 177 | 0,57 | 15 | 7,14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 733 | 659 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 7 000 | 596 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 6 327 | 539 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 20 936 | 3,43 | 1 813 | 15,85 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 44 932 | 25,82 | 3 829 | 29,89 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 16 564 | 41,37 | 1 411 | 45,92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 354 | 17,61 | 30 | 25,00 | ||||
| 2025-07-25 | NP | DDIAX - Delaware Wealth Builder Fund Class A | 614 651 | 50 899 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 19 524 | 55,51 | 1 612 | 57,94 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 301 480 | 54,80 | 25 689 | 59,82 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 19 450 | 0,01 | 1 657 | 3,24 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2 133 | 1,09 | 182 | 4,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 27 652 296 | 14,70 | 2 356 252 | 18,41 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 8 279 | 256 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 38 224 | 3 257 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 083 | 604 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 218 735 | 45,92 | 18 638 | 50,63 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 17 096 | 100,00 | 1 457 | 106,52 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4 770 | 406 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 637 | 54 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 966 | 253 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 78 030 | 4,81 | 6 649 | 8,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 464 890 | 2,84 | 39 613 | 6,17 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 379 075 | 0,17 | 32 301 | 3,41 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 8 107 | 0,04 | 691 | 3,29 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3 434 | 11,46 | 293 | 14,96 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 632 | 7,77 | 565 | 11,44 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 16 083 | 22,99 | 1 370 | 26,97 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 211 | 46,53 | 18 | 54,55 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 958 | 76,24 | 593 | 82,15 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 54 600 | 3,09 | 4 652 | 6,43 | ||||
| 2025-06-26 | NP | ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A | 644 685 | 51 510 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 25 754 | 2 194 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 40 063 | 0,74 | 3 414 | 3,99 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 383 | 374 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 49 376 | 9,43 | 4 207 | 12,97 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 334 949 | 2,10 | 29 | 3,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 094 | 21,72 | 264 | 25,84 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 59 075 | 12,61 | 5 034 | 16,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11 684 | 22,28 | 996 | 26,27 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 662 | 312 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 719 | 9,81 | 2 277 | 13,35 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 804 | 239 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 603 | 215 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 77 090 | 11,94 | 6 738 | 23,59 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 39 966 | 80,18 | 3 405 | 86,07 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 32 062 | 62,85 | 2 732 | 68,12 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 34 992 | 8,22 | 2 982 | 11,73 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 187 | 16 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 314 809 | 0,47 | 26 825 | 3,72 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 7 575 | 0,53 | 651 | 8,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32 705 | 2,06 | 2 787 | 5,33 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 35 335 | 9,44 | 3 011 | 12,95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 049 | 89 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 749 | 1 948,63 | 319 | 2 026,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 876 | 213,45 | 1 608 | 223,54 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 052 | 260 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 581 | 213 | ||||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 4 813 | 410 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 836 | 13,44 | 242 | 16,99 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 108 141 | 5,16 | 9 215 | 8,57 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 272 084 | 12,38 | 23 185 | 16,01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 203 793 | 17,97 | 102 575 | 21,78 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6 334 | 0,40 | 540 | 3,65 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 909 | 15,67 | 248 | 19,32 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 77 002 | 22,72 | 6 561 | 26,71 | ||||
| 2025-07-15 | 13F | Maseco Llp | 747 | 64 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 576 | 49 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 2 845 | 242 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 577 227 | 11,55 | 49 186 | 15,16 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 9 745 | 30,02 | 830 | 34,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 413 | 206 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 23 300 | 264,06 | 1 985 | 275,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 408 | 207 | ||||||
| 2025-08-26 | NP | Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II | 65 496 | 5 581 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 190 509 | 13,51 | 868 333 | 17,18 | ||||
| 2025-08-27 | NP | IBNAX - Ivy Balanced Fund Class A | 479 260 | 40 838 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 5 355 | 0,24 | 456 | 3,64 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 122 876 | 17,46 | 10 470 | 21,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 000 | 14,30 | 596 | 18,02 | ||||
| 2025-08-26 | NP | DELAWARE VIP TRUST - Delaware VIP Total Return Series Service | 26 399 | 2 249 | ||||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 588 179 | 0,63 | 50 118 | 3,89 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 833 | 241 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 527 | 1 153 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 140 557 | 19,34 | 11 977 | 25,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55 596 | 81,63 | 4 737 | 87,53 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 115 727 | 0,06 | 9 861 | 3,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 961 | 18,12 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | Commerce Bank | 250 964 | 2,23 | 21 385 | 5,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 202 707 | 15,99 | 17 273 | 19,74 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 82 538 | 3,36 | 7 033 | 6,71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 565 | 0,48 | 900 | 3,81 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 337 | 370 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 763 | 12,89 | 491 | 16,63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 432 | 292 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 21 100 | 64,90 | 1 798 | 70,17 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 3 395 | 289 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 44 889 | 4,44 | 3 705 | 6,10 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 14 564 | 0,42 | 1 241 | 3,59 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7 372 | 628 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13 561 | 0,98 | 1 156 | 4,24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 5 213 | 25,01 | 444 | 29,07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 579 | 5,07 | 901 | 8,42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 785 | 0,06 | 1 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 218 867 | 21,95 | 18 650 | 25,90 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 62 676 | 875,50 | 5 307 | 901,13 |
