Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF inkluderar BHILX - BHILL Fund Managed Account Completion Shares, Sagard Holdings Management Inc., KAGCX - Kensington Dynamic Growth Fund Class C Shares, Kensington Asset Management, LLC, Walker Financial Services, Inc., GEN Financial Management, INC., IHT Wealth Management, LLC, Daner Wealth Management, LLC, Tower Research Capital LLC (TRC), XY Planning Network, Inc., Fortitude Family Office, LLC, Washington Capital Management Inc, Valpey Financial Services, LLC, Financial Futures Ltd Liability Co., Avestar Capital, LLC, Bulwark Capital Corp, Terril Brothers, Inc., Badgley Phelps Wealth Managers, LLC, Coston, McIsaac & Partners, och Commerce Bank .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Bank of New York Mellon Corp | 261 586 | 13 044 | ||||||
2025-07-15 | 13F | Legacy Solutions, Llc | 30 075 | 19,83 | 1 500 | 19,82 | ||||
2025-07-16 | 13F | Exeter Financial, LLC | 13 380 | 2,07 | 667 | 2,14 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 42 955 | 11,20 | 2 142 | 11,22 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 16 000 | 7,10 | 798 | 7,12 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 31 068 | 1 549 | ||||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 17 870 | 191,66 | 891 | 192,13 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 13 680 | 123,97 | 682 | 124,34 | ||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 113 481 | 42,08 | 6 | 66,67 | ||||
2025-08-08 | 13F | Creative Planning | 73 035 | 20,38 | 3 642 | 20,40 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 518 007 | 74,52 | 125 560 | 74,55 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 430 521 | 114,81 | 121 198 | 114,85 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 149 041 | 17,08 | 7 432 | 17,10 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 246 600 | 50,04 | 12 297 | 50,06 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 2 456 407 | 22,64 | 122 489 | 22,67 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 87 137 | 13,40 | 4 345 | 13,45 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 62 926 | 31,52 | 3 138 | 31,53 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 11 873 | 12,93 | 592 | 12,98 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 5 182 | 258 | ||||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 073 | 203 | ||||||
2025-07-09 | 13F | Bulwark Capital Corp | 7 068 | 352 | ||||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 82 085 | 1,18 | 4 093 | 1,21 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 4 523 | 226 | ||||||
2025-07-17 | 13F | XY Planning Network, Inc. | 14 156 | 706 | ||||||
2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 5 635 | 16,07 | 281 | 15,70 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5 159 | 257 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 117 922 | 13,90 | 5 880 | 13,93 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 199 468 | 7,93 | 9 946 | 7,96 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 15 798 | 787 | ||||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 36 538 | 5,66 | 1 822 | 5,63 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 24 471 | 1 | ||||||
2025-07-17 | 13F | Applied Capital LLC | 32 124 | 22,79 | 1 602 | 22,78 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 41 254 | 5,09 | 2 057 | 5,11 | ||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 12 218 | 1,21 | 609 | 1,33 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 190 511 | 3,53 | 9 500 | 3,54 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 17 110 | 2,25 | 853 | 2,28 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 40 453 | 0,37 | 2 017 | 0,40 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 19 813 | 113,73 | 988 | 113,64 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 4 042 | 297,44 | 202 | 302,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123 094 | 15,49 | 6 138 | 15,49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 11 847 | 164,97 | 590 | 165,77 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 307 248 | 11,22 | 15 321 | 11,24 | ||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 69 090 | 3 445 | ||||||
2025-07-28 | 13F | Ritholtz Wealth Management | 5 006 | 250 | ||||||
2025-08-14 | 13F | Graney & King, LLC | 2 729 | 79,07 | 136 | 81,33 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 29 360 | 48,16 | 1 464 | 48,33 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 4 312 | 1,22 | 215 | 0,94 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 2 309 | 1,23 | 115 | 1,77 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 613 | 23,42 | 479 | 23,45 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 000 | 50 | ||||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 50 216 | 9,95 | 2 504 | 10,02 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 759 | 1 168,11 | 1 035 | 1 177,78 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 80 941 | 4,83 | 4 036 | 4,86 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 97 440 | 2,54 | 4 859 | 2,55 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1 460 | 144,15 | 73 | 148,28 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 286 325 | 8,69 | 14 278 | 8,71 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 858 230 | 7,62 | 92 661 | 7,64 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 145 823 | 80,37 | 7 255 | 80,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 207 872 | 6,08 | 10 366 | 6,10 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 9 511 | 474 | ||||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 1 253 578 | 58,75 | 62 510 | 58,79 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 16 276 | 1,21 | 812 | 1,25 | ||||
2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 141 902 | 7 076 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 920 | 0,39 | 245 | 0,41 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5 166 | 1,21 | 258 | 1,18 | ||||
2025-08-14 | 13F | Kitching Partners, Llc | 206 287 | 6,51 | 10 286 | 6,54 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 11 958 | 47,10 | 596 | 47,16 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 8 020 | 400 | ||||||
2025-07-09 | 13F | GSG Advisors LLC | 7 768 | 0,47 | 387 | 1,04 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 14 471 | 14,79 | 722 | 14,81 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 113 539 | 5,86 | 5 662 | 5,89 | ||||
2025-08-14 | 13F | Mariner, LLC | 97 858 | 12,28 | 4 880 | 12,29 | ||||
2025-08-15 | 13F | Morgan Stanley | 11 280 | 23,82 | 562 | 23,79 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 304 681 | 0,64 | 15 165 | 0,67 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 35 565 | 9,67 | 1 773 | 9,72 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 426 | 23,01 | 620 | 23,06 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 9 486 | 473 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 9 298 | 63,81 | 464 | 64,18 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36 323 | 5,87 | 1 811 | 5,91 | ||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 80 640 | 16,20 | 4 016 | 16,07 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 75 674 | 2,52 | 3 773 | 2,53 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 51 948 | 26,49 | 2 590 | 26,53 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 20 044 | 12,47 | 1 000 | 12,50 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 245 580 | 17,59 | 12 246 | 17,60 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 51 449 | 2,67 | 2 566 | 2,68 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 873 | 1,21 | 343 | 1,18 | ||||
2025-08-07 | 13F | Allworth Financial LP | 9 138 | 7,37 | 456 | 7,57 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 422 712 | 40,39 | 21 078 | 40,42 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 10 047 | 501 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 21 748 273 | 11,30 | 1 084 478 | 11,32 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6 158 | 5,12 | 307 | 5,14 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 56 594 | 145,48 | 2 822 | 145,60 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 426 555 | 0,16 | 21 270 | 0,18 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32 370 | 22,69 | 1 614 | 22,74 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 17 110 | 2,25 | 853 | 2,28 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 44 807 | 38,35 | 2 234 | 38,41 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 2 170 | 108 | ||||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 14 770 | 7,29 | 737 | 7,29 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 6 065 | 30,46 | 0 | |||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 241 995 | 53,09 | 12 067 | 100 458,33 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 881 | 0,20 | 842 | 0,24 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 525 | 22,66 | 26 | 23,81 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 134 267 | 1,59 | 6 695 | 1,61 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 337 394 | 56,30 | 16 824 | 56,34 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 9 337 | 4,59 | 466 | 4,49 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116 066 | 1,72 | 5 788 | 1,74 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 7 929 | 3,95 | 395 | 3,95 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7 191 | 35,30 | 359 | 35,61 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 9 733 | 2,51 | 485 | 2,75 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 12 042 | 21,05 | 600 | 21,21 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 82 758 | 0,93 | 4 127 | 0,93 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 170 424 | 103,99 | 8 498 | 104,03 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | 13F | Retirement Planning Group | 19 490 | 0,78 | 972 | 0,73 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 285 864 | 4 415,31 | 14 255 | 4 425,08 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 4 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 987 | 391,09 | 448 | 392,31 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 5 654 | 282 | ||||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 397 267 | 15,57 | 19 810 | 15,59 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 61 001 | 40,47 | 3 042 | 40,46 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 018 | 51 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12 054 | 13,33 | 601 | 13,40 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 4 555 | 227 | ||||||
2025-08-15 | 13F | Keel Point, LLC | 10 224 | 0,61 | 510 | 0,59 | ||||
2025-07-11 | 13F | Walker Financial Services, Inc. | 55 237 | 2 754 | ||||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21 191 | 19,95 | 1 057 | 20,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 312 940 | 17,98 | 16 | 15,38 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 18 738 | 934 | ||||||
2025-07-21 | 13F | Crews Bank & Trust | 119 863 | 1,76 | 5 977 | 1,77 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 600 | 30 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 222 442 | 87,57 | 11 052 | 86,94 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4 527 | 226 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 176 621 | 43,86 | 8 807 | 43,91 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 863 | 1,17 | 0 | |||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 32 005 | 87,75 | 1 595 | 88,42 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 216 366 | 4,87 | 10 789 | 4,89 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 44 807 | 38,35 | 2 234 | 38,41 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 8 452 | 12,90 | 421 | 13,48 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 345 067 | 0,46 | 17 207 | 0,48 | ||||
2025-08-14 | 13F | Sagard Holdings Management Inc. | 70 180 | 3 500 | ||||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 288 614 | 2,75 | 14 392 | 2,77 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 753 | 12,08 | 1 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 18 099 | 195,40 | 903 | 195,74 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53 627 | 3,27 | 2 674 | 3,28 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 27 391 | 7,44 | 1 366 | 7,40 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 53 255 | 2,02 | 2 656 | 2,04 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 146 878 | 7 324 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13 293 | 18,35 | 663 | 18,43 | ||||
2025-07-17 | 13F | David Kennon Inc | 526 886 | 1,14 | 26 273 | 1,16 | ||||
2025-07-18 | 13F | Truist Financial Corp | 21 881 | 1 091 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 4 938 | 164 500,00 | 246 | 0,41 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 29 893 | 77,01 | 1 491 | 77,17 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 11 003 | 103,95 | 549 | 104,48 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 38 127 | 11,49 | 2 | 0,00 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 5 605 | 5,18 | 279 | 5,28 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 53 586 | 31,03 | 3 | 0,00 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 5 799 | 28,24 | 289 | 28,44 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 86 959 | 1,04 | 4 336 | 1,07 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 10 900 | 544 | ||||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 19 542 | 0,31 | 974 | 0,31 | ||||
2025-08-06 | 13F | Nvwm, Llc | 156 927 | 10,60 | 7 825 | 10,63 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 7 282 | 363 | ||||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5 186 | 259 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 4 683 | 15,03 | 234 | 15,35 | ||||
2025-08-04 | 13F | Terril Brothers, Inc. | 5 700 | 284 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 394 701 | 298,52 | 20 | 375,00 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 69 953 | 10,30 | 3 488 | 10,34 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 25 982 | 1 296 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 427 592 | 11,93 | 21 322 | 11,94 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 5 565 | 0,25 | 278 | 0,36 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 074 033 | 30,23 | 53 557 | 30,25 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 209 098 | 62,59 | 10 427 | 62,63 | ||||
2025-08-07 | 13F | Commerce Bank | 4 726 | 236 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 471 | 1,75 | 323 | 1,58 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 56 | 9,80 | 3 | 0,00 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 129 703 | 5,63 | 6 468 | 5,79 | ||||
2025-08-11 | 13F | Tidemark, LLC | 410 | 20 | ||||||
2025-07-31 | 13F | Harbour Investment Management Llc | 46 028 | 37,07 | 2 295 | 37,10 | ||||
2025-08-07 | 13F | Keynote Financial Services Llc | 55 740 | 1 231,90 | 2 779 | 1 236,06 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 4 918 | 0 | ||||||
2025-07-31 | 13F/A | Avion Wealth | 1 149 310 | 5,69 | 57 | 7,55 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 049 744 | 4,77 | 52 345 | 4,79 | ||||
2025-07-17 | 13F | Washington Capital Management Inc | 10 000 | 499 | ||||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 201 | 4,65 | 1 506 | 4,66 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 122 922 | 216,54 | 6 130 | 216,58 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 394 | 55,99 | 319 | 55,88 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 69 090 | 3 445 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18 176 | 0,93 | 906 | 1,00 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 762 | 487 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 71 485 | 5,24 | 3 560 | 5,55 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182 076 | 9,10 | 9 | 12,50 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 244 | 760 |