Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF inkluderar HFGM - Unlimited HFGM Global Macro ETF, MDAKX - MainStay Moderate ETF Allocation Fund Class C, MOEAX - MainStay Growth ETF Allocation Fund Class A, Gladwyn Financial Advisors, Inc., Traub Capital Management LLC, Exchange Traded Concepts, Llc, MNERX - MainStay Conservative ETF Allocation Fund Class R3, Quadrature Capital Ltd, Northern Lights Fund Trust - Ocean Park Diversified Income ETF, Aqr Capital Management Llc, Northern Lights Fund Trust - Ocean Park High Income ETF, Duncan Williams Asset Management, LLC, Evolution Wealth Advisors, LLC, Carter Financial Group, INC., XTX Topco Ltd, Elm Partners Management LLC, Concurrent Investment Advisors, LLC, Ascent Group, LLC, Strathmore Capital Advisors, Inc., och Compass Capital Corp /ma/ /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 59 232 | 18,40 | 3 871 | 20,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 035 | 63,51 | 68 | 67,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 608 | 5 427,27 | 40 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3 911 | 20,67 | 256 | 22,60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 23 838 | 15,92 | 1 558 | 17,95 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 916 | 4,97 | 975 | 6,92 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 118 572 | 11,62 | 7 749 | 13,62 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 651 | 1,67 | 2 330 | 3,47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 600 | 235 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 003 | 327 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 10 600 | 693 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 193 | 0,08 | 78 | 1,32 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 73 | 43,14 | 5 | 33,33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 592 | 3,97 | 235 | 5,88 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 879 462 | 2,61 | 57 473 | 4,45 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 18 576 | 5,82 | 1 214 | 7,73 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 315 795 | 6,93 | 20 637 | 8,85 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 60 360 | 5,13 | 3 945 | 7,03 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 30 289 | 7,40 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 307 750 | 20,71 | 20 111 | 22,88 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 28 242 | 18,53 | 1 846 | 20,67 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 35 080 | 12,46 | 2 292 | 14,49 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 29 706 | 3,62 | 1 941 | 5,49 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 55 937 | 3,08 | 3 655 | 4,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 321 | 0,31 | 2 243 | 2,09 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 260 | 1,07 | 148 | 2,80 | ||||
| 2025-07-31 | 13F | City State Bank | 108 099 | 0,15 | 7 064 | 1,95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33 588 | 7,68 | 2 195 | 9,59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 543 | 0,91 | 428 | 2,64 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 13 310 | 0,96 | 870 | 2,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | |||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 166 | 11 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 43 311 | 143,80 | 2 830 | 148,25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 292 226 | 22,37 | 84 447 | 24,56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15 515 | 20,96 | 1 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 123 320 | 2,46 | 8 059 | 4,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 327 298 | 13,53 | 21 389 | 15,57 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 15 170 | 124,81 | 983 | 126,79 | ||||
| 2025-08-26 | NP | CRMVX - Conquer Risk Managed Volatility Fund | 294 034 | 9,23 | 19 215 | 11,19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 908 670 | 13,99 | 190 082 | 16,03 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 104 | 7 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 821 | 250 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 13 134 | 27,79 | 855 | 29,79 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 27 800 | 12,96 | 1 817 | 14,94 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 7 946 | 1,06 | 515 | 2,18 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 108 | 7 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 131 111 | 5,97 | 8 568 | 7,87 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 625 | 1,30 | 41 | 2,56 | ||||
| 2025-08-14 | 13F | Bridgeway Capital Management Inc | 4 745 | 1,56 | 310 | 3,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 226 | 29,74 | 80 | 33,33 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 91 986 | 144,30 | 6 011 | 148,70 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 16 957 | 0,14 | 1 108 | 1,93 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 111 041 | 308,81 | 7 221 | 316,44 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 41 361 | 26,31 | 2 703 | 28,54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 175 | 31,48 | 796 | 33,84 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 4 908 | 321 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park High Income ETF | 7 882 | 515 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 944 | 258 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 893 | 20,68 | 451 | 22,95 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 3 297 | 215 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 60 856 | 6,08 | 4 017 | 9,13 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 752 | 0,37 | 376 | 2,18 | ||||
| 2025-07-28 | NP | HFGM - Unlimited HFGM Global Macro ETF | 51 232 | 3 283 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 39 977 | 0,05 | 2 602 | 2,12 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 15 378 | 2,73 | 1 005 | 4,58 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 9 492 | 23,92 | 1 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 609 | 1,50 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 258 306 | 1,33 | 16 880 | 3,15 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 69 541 | 4,58 | 4 545 | 6,47 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 22 083 | 1 443 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 391 | 1,49 | 810 | 3,32 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 150 058 | 2,16 | 9 806 | 4,00 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 7 326 | 479 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 144 191 | 8,16 | 9 423 | 10,10 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 24 | 2 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 372 | 92,75 | 24 | 100,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 9 | 1 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112 709 | 16,43 | 7 | 16,67 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 11 740 | 2,31 | 767 | 4,21 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 28 242 | 18,53 | 1 846 | 20,67 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 23 135 | 9,78 | 1 512 | 13,61 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 182 319 | 0,25 | 11 705 | 3,03 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 199 070 | 2,75 | 13 009 | 4,59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 381 | 3 075,00 | 25 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 142 | 1 672,21 | 0 | |||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 8 120 | 4,57 | 531 | 6,43 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 264 | 186,96 | 17 | 240,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 036 | 18,49 | 394 | 25,88 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 17 | 1 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 338 885 | 5,55 | 22 146 | 7,44 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 53 179 | 43,49 | 3 475 | 46,07 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 26 722 | 1 746 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 206 457 | 21,77 | 78 842 | 23,95 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 428 | 1 428,57 | 28 | 2 600,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 18 560 | 11,80 | 1 213 | 13,80 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 268 | 104,58 | 18 | 112,50 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 66 795 | 0,06 | 4 365 | 1,87 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 44 | 3 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5 203 | 35,42 | 340 | 38,21 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7 610 | 497 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 374 | 24 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 25 626 | 1,44 | 1 665 | 6,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 140 800 | 27,65 | 9 201 | 29,94 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 23 414 | 6,90 | 1 530 | 8,82 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 61 | 1,67 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 103 | 7 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 014 792 | 17,09 | 131 665 | 19,18 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 71 252 | 3,74 | 4 656 | 5,27 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 294 | 2,08 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 24 091 | 56,41 | 1 574 | 59,31 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4 114 | 269 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 50 060 | 30,57 | 3 271 | 32,91 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 104 | 203 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 009 | 197 | ||||||
| 2025-07-07 | 13F | Trust Co | 170 150 | 11 119 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 384 109 | 123,72 | 12 608 | 16,29 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 27 027 | 14,50 | 1 766 | 16,57 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 11 653 | 0,35 | 762 | 2,15 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 230 | 2 775,00 | 15 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3 391 | 1,47 | 221 | 6,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14 504 | 81,37 | 1 | |||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 209 022 | 1,38 | 13 660 | 3,20 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6 125 | 204 066,67 | 400 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 222 180 | 43,05 | 14 519 | 45,57 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 134 | 9 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7 610 | 3,88 | 497 | 5,74 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 026 | 41,85 | 524 | 44,35 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 15 187 | 968 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 37 731 | 3,19 | 2 466 | 5,03 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 6 895 | 48,09 | 451 | 51,01 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 794 | 5,55 | 183 | 7,69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 99 471 | 747,86 | 6 500 | 763,21 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 20 | 1 | ||||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 228 | 1 166,67 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16 865 | 0,12 | 1 102 | 1,94 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 454 736 | 262,12 | 29 717 | 268,61 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 894 765 | 13,02 | 58 473 | 1,79 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13 | 1 | ||||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 49 468 | 3 153 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 134 | 597 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 203 579 | 3,15 | 13 304 | 4,99 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 23 313 | 11,05 | 1 524 | 13,07 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 41 504 | 7,23 | 2 712 | 9,18 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 970 | 68,11 | 63 | 70,27 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 30 319 | 113,33 | 1 933 | 111,84 | ||||
| 2025-07-16 | 13F | American National Bank | 1 | 0 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 262 | 24,37 | 409 | 26,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 35 090 | 5,48 | 2 294 | 7,40 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 41 301 | 2 633 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 758 | 246 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 31 732 | 1,99 | 2 074 | 3,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 61 935 | 9,17 | 4 047 | 11,12 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3 481 | 227 | ||||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 67 957 | 1,33 | 4 441 | 3,16 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 230 | 84,89 | 211 | 88,39 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 14 400 | 3,49 | 941 | 5,38 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 490 | 3,05 | 751 | 4,90 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 42 327 | 47,18 | 2 766 | 49,84 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 43 832 | 2 851 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 161 | 120,55 | 11 | 150,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 109 000 | 22,47 | 7 123 | 24,94 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 142 | 0,23 | 140 | 1,46 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8 174 | 23,77 | 534 | 26,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 928 | 3,59 | 1 172 | 5,40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 059 | 8,38 | 1 572 | 10,32 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 14 201 | 928 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 086 | 3,83 | 659 | 5,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 040 | 2 361 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 86 | 1,18 | 6 | 0,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3 453 | 226 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 13 154 | 8,46 | 843 | 10,50 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 22 795 | 0,77 | 1 490 | 2,55 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 4 811 | 1,31 | 314 | 3,29 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 45 361 | 3,76 | 2 964 | 5,63 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 4 343 | 284 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 350 | 20,82 | 1 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 280 | 0,71 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 6 847 | 8,03 | 447 | 10,10 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 53 845 | 3,77 | 3 519 | 5,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 225 | 43,27 | 80 | 48,15 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20 509 | 9,72 | 1 343 | 11,92 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 24 126 | 23,50 | 1 593 | 27,06 | ||||
| 2025-07-29 | 13F | Creekside Partners | 9 524 | 1,33 | 622 | 3,15 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3 177 | 209 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 33 778 | 2 207 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 100 | 0 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 200 | 13 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 190 847 | 2,20 | 12 472 | 4,03 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 404 | 26 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 3 630 612 | 3,61 | 237 256 | 5,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 608 831 | 5,91 | 235 837 | 7,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 122 160 | 1,21 | 7 983 | 3,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 47 | 193,75 | 3 | 200,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 14 786 | 966 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 76 806 | 4,81 | 5 019 | 6,70 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 36 003 | 7,41 | 2 353 | 9,34 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 609 | 432 | ||||||
| 2025-08-14 | 13F | Bnp Paribas | 26 833 | 0,19 | 1 754 | 1,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 42 757 | 7,71 | 2 794 | 9,65 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 10 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 53 940 | 0,36 | 3 525 | 2,17 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 76 990 | 6,70 | 5 031 | 8,61 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 21 725 | 0,01 | 1 420 | 1,79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9 590 | 7,25 | 627 | 9,06 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 8 838 | 0,67 | 578 | 2,49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 991 | 8,85 | 522 | 10,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 701 548 | 57,30 | 45 846 | 60,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 920 263 | 14,67 | 190 839 | 16,73 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8 975 | 0,35 | 587 | 2,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 3 615 | 6,11 | 236 | 8,26 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 386 | 25 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14 960 468 | 4,21 | 973 478 | 5,85 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 29 711 | 0,11 | 1 942 | 1,89 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 2 878 | 8,60 | 188 | 10,59 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 25 951 | 3,17 | 1 677 | 7,09 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 8 096 | 0,56 | 532 | 4,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 91 002 | 158,68 | 5 947 | 163,37 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 136 292 | 2,35 | 8 907 | 4,18 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 203 772 | 3,02 | 13 316 | 4,87 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 39 231 | 123,00 | 2 564 | 127,02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 840 | 32,00 | 575 | 34,03 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 25 441 | 27,86 | 1 663 | 30,15 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 16 280 | 5,93 | 1 064 | 7,81 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 4 061 | 0,77 | 266 | 2,71 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 269 870 | 13,65 | 82 986 | 15,69 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 132 952 | 474,70 | 9 | 700,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22 521 | 4,71 | 1 | 0,00 |
