Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Extended Market ETF inkluderar Capitolis Liquid Global Markets LLC, Glenmede Investment Management, LP, Cypress Capital Group, Summit Trail Advisors, Llc, Advyzon Investment Management, LLC, Nicolet Bankshares Inc, Midwest Trust Co, Integrity Alliance, Llc., NWF Advisory Services Inc., Painted Porch Advisors LLC, Investor's Fiduciary Advisor Network, LLC, Geometric Wealth Advisors, Chicago Capital, LLC, Modern Wealth Management, LLC, Marotta Asset Management, Beck Capital Management, Llc, One Day In July LLC, Mustico Financial Group, Inc., Maseco Llp, och Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 049 | 202 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 1 051 | 203 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 2 022 | 12,83 | 390 | 26,30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 536 | 26,12 | 103 | 41,10 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 103 018 | 13,51 | 19 853 | 26,99 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 682 | 4,86 | 325 | 17,39 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 236 | 85,83 | 45 | 114,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2 725 | 31,26 | 525 | 47,06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 206 | 0,17 | 232 | 12,08 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 12 408 | 10,86 | 2 389 | 23,98 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 770 | 76,43 | 534 | 97,41 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 17 329 | 0,28 | 3 340 | 12,20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1 397 | 6,97 | 269 | 20,09 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 7 283 | 58,43 | 1 404 | 77,37 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 11 948 | 38,24 | 2 302 | 54,70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 243 904 | 3,63 | 239 713 | 15,93 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 139 | 27 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 9 741 | 1,51 | 1 877 | 13,55 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8 084 | 33,93 | 1 558 | 49,86 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6 107 | 1,09 | 1 177 | 13,08 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 628 860 | 2,89 | 313 897 | 15,11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 424 893 | 0,17 | 82 | 10,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 12 836 | 13,95 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2 588 | 0,04 | 499 | 11,91 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 20 249 | 0,10 | 3 902 | 12,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 276 | 17,90 | 1 017 | 31,95 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 27 282 | 0,86 | 5 257 | 12,84 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 1 108 | 214 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 502 | 1,18 | 1 060 | 13,25 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 258 | 821 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 626 749 | 9,41 | 125 481 | 27,16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 95 441 | 46,56 | 18 393 | 63,97 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 51 988 | 3,96 | 10 019 | 16,30 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 1 572 | 7,82 | 303 | 20,32 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 7 285 | 7,81 | 1 404 | 20,64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 85 498 | 6,59 | 16 476 | 36,55 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1 612 | 18,36 | 311 | 32,48 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 3 102 | 48,14 | 598 | 65,83 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 51 085 | 42,43 | 9 845 | 59,34 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 9 412 | 89,57 | 2 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 103 | 2,21 | 1 947 | 14,39 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 733 | 2,70 | 719 | 14,86 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8 594 | 1 656 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 090 | 210 | ||||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 1 134 | 219 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 127 | 217 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 051 | 202 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 6 629 | 0,05 | 1 278 | 11,92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 101 232 | 4,73 | 19 508 | 17,17 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 304 | 21,58 | 444 | 36,20 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 169 960 | 4,50 | 32 753 | 16,91 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 680 | 324 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 420 323 | 5,78 | 81 000 | 18,34 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 146 474 | 11,08 | 28 227 | 24,27 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 106 100 | 20 447 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 077 | 27,78 | 593 | 43,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38 781 | 178,72 | 7 473 | 216,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 043 | 201 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 15 049 | 391,16 | 2 900 | 450,28 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 4 307 | 830 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 33 358 | 6,21 | 6 428 | 18,82 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2 229 | 22,27 | 430 | 36,62 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 26 484 | 2,88 | 5 104 | 15,09 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 4 878 | 2,74 | 940 | 15,06 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 706 | 11,66 | 1 100 | 109 800,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 532 | 12,68 | 873 | 26,16 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 002 | 7,97 | 192 | 20,13 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 64 | 12 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 213 | 1 197 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 1 759 | 0,29 | 339 | 4,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 222 | 26,90 | 236 | 42,42 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 48 429 | 3,46 | 9 333 | 15,74 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 566 | 1,69 | 302 | 13,58 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 707 882 | 5,50 | 136 414 | 18,02 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1 279 | 1,99 | 246 | 14,42 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 1 044 | 205 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 681 | 15,96 | 1 673 | 29,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 436 | 8,03 | 470 | 20,88 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 34 210 | 176,00 | 6 593 | 208,76 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 85 929 | 14,91 | 17 | 33,33 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 8 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 70 477 | 12,68 | 14 | 30,00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 388 | 124,07 | 653 | 150,77 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 1 629 | 551,60 | 314 | 565,96 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 44 410 | 3,17 | 8 558 | 15,43 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 4 840 | 0,19 | 933 | 12,02 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 200 037 | 7,41 | 38 549 | 20,16 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 11 | 10,00 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 37 994 | 2,21 | 7 322 | 14,34 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 2 698 | 3,06 | 520 | 15,30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 423 | 126,43 | 1 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 738 | 18,39 | 335 | 32,54 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 299 | 0,04 | 443 | 11,90 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 113 577 | 7,49 | 21 887 | 20,25 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1 650 | 318 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 428 | 2,57 | 3 359 | 14,76 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1 051 | 203 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 216 | 2 161 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 1 357 | 262 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 732 | 1,61 | 723 | 13,52 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 1 623 | 0,06 | 313 | 11,83 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 5 069 | 16,50 | 977 | 30,31 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1 560 | 301 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 6 510 | 1 255 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 2 345 | 7,18 | 452 | 19,95 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 062 | 3,38 | 590 | 15,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 44 828 | 0,98 | 8 639 | 12,97 | ||||
| 2025-08-08 | 13F | King Wealth | 2 952 | 0,20 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 38 041 | 58,68 | 7 331 | 77,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 770 | 85,88 | 1 690 | 108,00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 085 | 2,51 | 787 | 14,72 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 390 | 8,17 | 268 | 20,81 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 35 187 | 17,93 | 6 781 | 34,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 77 457 | 2,47 | 14 927 | 14,63 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 493 | 17,28 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 4 839 | 933 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 781 | 50,93 | 343 | 68,97 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 410 | 5,15 | 1 235 | 17,62 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 3 944 | 3,95 | 760 | 16,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 349 | 0,34 | 2 187 | 12,27 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 9 897 | 0,07 | 1 907 | 11,98 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37 690 | 4,23 | 7 263 | 16,60 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 83 039 | 30,60 | 16 002 | 46,10 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 13 131 | 9,22 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 314 | 1,85 | 446 | 13,81 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6 319 | 1,38 | 1 218 | 13,42 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 100 | 19 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 456 356 | 3,43 | 87 944 | 15,71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 428 | 10,96 | 275 | 24,43 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 366 | 71 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 113 742 | 102,05 | 21 919 | 126,04 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 2 606 | 0,27 | 502 | 12,30 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 32 714 | 6,75 | 6 304 | 19,44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13 982 | 27,63 | 2 694 | 42,77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1 615 | 16,78 | 311 | 18,70 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 493 | 95 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 793 | 0,25 | 538 | 12,32 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 006 | 44,00 | 772 | 60,96 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 644 | 2,29 | 895 | 14,32 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 7 098 | 201,27 | 1 368 | 237,53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 758 | 77,52 | 3 615 | 4 850,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 224 716 | 131,09 | 43 | 126,32 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 10 931 | 0,57 | 2 149 | 11,58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 149 711 | 1,04 | 28 851 | 13,04 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 77 856 | 10,11 | 15 | 25,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 300 | 0,05 | 829 | 11,89 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 446 | 88,01 | 471 | 110,27 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 793 | 57,42 | 1 116 | 76,30 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 210 | 426 | ||||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 5 303 | 12,49 | 1 022 | 25,74 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 2 501 | 31,49 | 495 | 51,07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 880 | 0,11 | 170 | 11,92 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 8 320 | 1 603 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 970 | 2,82 | 380 | 14,85 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 22 750 | 12,89 | 4 390 | 26,45 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 6 012 | 19,52 | 1 159 | 33,72 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 508 | 98 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 16 167 | 0,13 | 3 116 | 12,01 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 653 | 21,75 | 3 730 | 10,42 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 345 | 57,53 | 66 | 78,38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 715 | 2,03 | 716 | 14,04 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 37 | 7 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 15 | 3 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 482 588 | 142,63 | 93 000 | 171,44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 403 | 1 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 097 | 0,24 | 789 | 12,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 276 | 548,08 | 1 595 | 624,55 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 947 | 1,48 | 1 172 | 16,15 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 433 | 276 | ||||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 1 190 | 0,25 | 229 | 12,25 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 826 | 866,14 | 350 | 993,75 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 82 331 | 17,56 | 15 898 | 31,79 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15 837 | 1,18 | 3 052 | 13,17 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 30 911 | 17,62 | 5 957 | 31,57 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1 101 | 212 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4 335 | 2,80 | 835 | 15,01 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4 548 | 876 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 62 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 189 794 | 31,78 | 36 388 | 46,06 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 294 | 29,77 | 740 | 17,68 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 881 813 | 2,24 | 169 935 | 14,37 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 3 997 | 770 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 235 | 0,02 | 816 | 11,93 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 324 | 7,99 | 641 | 20,75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6 412 | 7,37 | 1 268 | 32,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 533 | 8,11 | 488 | 9,66 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 105 | 213 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18 154 | 0,27 | 3 498 | 12,19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 228 | 2,12 | 622 | 14,15 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 86 | 17 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 493 | 4,57 | 480 | 17,07 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 186 | 36 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1 081 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 988 209 | 4,11 | 190 438 | 16,47 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 205 | 17,14 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2 752 | 0,26 | 530 | 12,29 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7 601 | 512,49 | 1 465 | 587,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 892 | 45,61 | 3 448 | 62,90 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1 980 | 0,66 | 382 | 12,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105 741 | 1,28 | 20 379 | 13,31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 949 | 233,22 | 568 | 273,68 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 575 | 91,67 | 111 | 115,69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 577 387 | 1,10 | 111 268 | 13,11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 948 | 15,68 | 1 724 | 29,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 655 410 | 1,19 | 704 434 | 13,20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 100 | 177,78 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 334 522 | 105,26 | 61 133 | 117,76 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 231 954 | 0,11 | 44 700 | 11,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 149 460 | 1,84 | 28 802 | 13,94 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 90 | −37,50 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 64 295 | 2,55 | 12 390 | 14,73 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 283 604 | 4,44 | 632 783 | 16,84 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 969 | 11,37 | 379 | 24,67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2 615 | 504 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 3 388 | 0,33 | 653 | 12,22 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 2 014 | 27,15 | 388 | 42,65 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1 453 | 280 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 5 323 | 9,46 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 5 963 | 7,31 | 1 149 | 20,06 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 27 990 | 3,56 | 5 394 | 15,85 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29 469 | 0,28 | 5 679 | 12,17 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 32 377 | 5,32 | 6 239 | 17,83 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 265 596 | 3,91 | 51 183 | 16,25 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 106 254 | 11,33 | 20 | 25,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 35 | 6 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39 141 | 17,84 | 7 543 | 31,83 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 30 970 | 48,54 | 5 968 | 66,19 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 2 051 | 2,76 | 395 | 15,16 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 189 | 19,36 | 1 577 | 32,97 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 1 269 | 0,32 | 244 | 12,44 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 2 | ||||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2 869 | 0,24 | 553 | 12,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 060 | 8,08 | 397 | 20,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 868 | 1,96 | 553 | 14,05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 103 | 14,54 | 213 | 28,48 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3 250 | 626 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 673 | 14,91 | 1 864 | 28,55 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6 068 | 7,63 | 1 169 | 20,39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 141 | 33,02 | 27 | 58,82 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 61 177 | 1,57 | 11 789 | 13,63 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 332 425 | 19 171,01 | 2 | −99,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 481 857 | 0,53 | 92 859 | 12,47 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1 298 | 0,23 | 250 | 12,11 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 082 | 10,62 | 597 | 24,43 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 772 | 0,13 | 149 | 12,12 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 564 | 11,24 | 494 | 24,43 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 529 | 0,09 | 680 | 12,03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 17 209 | 3 316 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2 326 | 1,57 | 448 | 13,71 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 930 | 0,61 | 1 721 | 12,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 933 498 | 7,23 | 565 314 | 19,95 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 169 960 | 4,50 | 32 753 | 16,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 525 | 12,66 | 101 | 26,25 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 185 | 63,22 | 228 | 82,40 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 661 | 0,25 | 705 | 12,08 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 163 | 18,98 | 31 | 34,78 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 26 857 | 2,81 | 5 176 | 15,03 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 40 264 | 12,82 | 7 759 | 26,22 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 152 545 | 19,75 | 29 397 | 33,96 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 505 | 0,87 | 290 | 12,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 871 | 39,00 | 361 | 55,84 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 29 831 | 85,09 | 5 749 | 107,06 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 058 | 17,20 | 2 131 | 31,08 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 7 300 | 33,43 | 1 407 | 49,26 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 2 261 | 6,40 | 436 | 18,85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 779 | 0,22 | 536 | 12,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 364 | 4,19 | 10 284 | 16,56 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 206 | 1,48 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 444 | 11,59 | 278 | 25,23 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 1 453 | 1,32 | 280 | 13,36 | ||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 5 538 | 0,56 | 1 067 | 12,55 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 1 886 | 0,11 | 364 | 12,04 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 121 | 216 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 025 | 111,60 | 1 354 | 136,95 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1 475 | 1,79 | 284 | 14,06 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 42 479 | 6,88 | 8 186 | 19,57 | ||||
| 2025-07-17 | 13F | KWB Wealth | 9 214 | 1,39 | 1 587 | −8,05 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 090 | 27,04 | 210 | 42,86 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 886 | 0,28 | 749 | 12,14 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 2 913 | 7,85 | 561 | 20,65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 3 380 | 10,89 | 651 | 24,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 21 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 034 | 261,28 | 392 | 307,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 937 | 3,03 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R | 34 500 | 23,42 | 5 894 | 5,84 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 466 235 | 7,61 | 89 848 | 20,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 086 | 209 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 61 805 | 1,96 | 11 910 | 14,07 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 27 282 | 53,45 | 5 258 | 71,69 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 449 | 0,04 | 472 | 12,11 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 166 130 | 7,86 | 32 015 | 20,67 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 1 360 | 6,25 | 262 | 19,09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 233 081 | 4,28 | 237 627 | 16,66 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1 273 342 | 17,56 | 245 385 | 31,52 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 69 870 | 7,06 | 13 465 | 19,77 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 535 | 0,19 | 92 | −8,91 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 1 061 | 204 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 2 981 | 0,37 | 574 | 12,33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 240 | 3,51 | 239 | 15,53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 706 040 | 1,81 | 328 771 | 13,90 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3 536 | 6,19 | 681 | 16,81 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 39 848 | 0,32 | 7 679 | 12,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 270 715 | 1,89 | 52 169 | 13,98 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 8 352 | 0,24 | 1 609 | 12,13 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 1 352 | 260 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 4 391 | 204,72 | 846 | 241,13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 434 | 6,38 | 662 | 18,88 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 1 054 | 203 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 91 603 | 2,49 | 17 653 | 14,66 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 268 | 100,00 | 52 | 121,74 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 512 | 25,35 | 484 | 40,29 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6 772 | 42,90 | 1 305 | 59,93 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 615 | 392,00 | 118 | 461,90 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 65 616 | 5,45 | 13 | 20,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 809 | 8,81 | 3 432 | 21,71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 119 012 | 1,49 | 23 657 | 17,11 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 16 969 | 21,40 | 3 270 | 35,85 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 970 | 0,51 | 1 | |||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 1 805 | 0,28 | 348 | 11,94 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 269 | 43,06 | 630 | 60,05 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13 964 | 23,32 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4 203 | 0,17 | 810 | 12,19 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 14 887 | 0,64 | 2 869 | 12,56 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 510 | 292 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 95 | 18 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 66 907 | 8,14 | 12 894 | 20,98 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 340 | 1,09 | 836 | 13,13 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2 266 | 0,27 | 437 | 12,08 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7 310 | 0,25 | 1 409 | 16,56 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 12 348 | 1,97 | 2 380 | 14,10 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 374 574 | 1,56 | 72 184 | 13,62 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 693 | 11,66 | 2 639 | 24,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 483 328 | 11,48 | 91 578 | 22,50 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 555 | 300 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 622 | 8,57 | 313 | 21,40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 131 389 | 3,35 | 25 320 | 15,63 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 733 | 1,95 | 141 | 14,63 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1 953 | 0,05 | 376 | 11,90 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 22 895 | 340,03 | 4 412 | 392,41 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 96 495 | 1,84 | 18 596 | 13,93 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 12 498 | 13,49 | 2 408 | 27,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 079 | 208 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 236 | 30,73 | 1 780 | 46,18 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7 329 | 490,57 | 1 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 1 085 | 209 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 573 | 7,00 | 881 | 19,70 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 15 479 | 19,96 | 2 983 | 34,20 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 15 066 | 8,61 | 2 903 | 21,52 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17 155 | 1,63 | 3 306 | 13,73 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 195 831 | 0,14 | 37 739 | 12,03 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 100 000 | 19 271 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 77 660 | 12,83 | 15 | 27,27 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 3 873 | 1,55 | 746 | 13,55 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 591 032 | 43,80 | 113 898 | 60,87 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11 716 | 23,55 | 2 258 | 38,21 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 371 | 0 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 665 | 128 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 059 | 204 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 131 | 218 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 23 832 | 0,56 | 4 593 | 12,49 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 26 806 | 2,54 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 033 | 204 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1 594 | 0,25 | 307 | 12,45 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29 144 | 6,00 | 6 | 25,00 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 332 | 64 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4 431 | 1,86 | 854 | 14,02 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 74 094 | 8,73 | 14 279 | 21,63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 240 790 | 22,12 | 46 403 | 36,62 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 921 | 56,43 | 370 | 75,36 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 725 | 93,97 | 910 | 117,18 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 8 486 | 0,27 | 1 635 | 12,22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51 415 | 1,19 | 9 908 | 13,21 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 1 397 | 6,97 | 269 | 20,09 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 621 | 2,58 | 698 | 14,64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4 | 1 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19 358 | 22,26 | 3 731 | 36,78 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 535 | 103 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 823 | 159 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 72 535 | 0,45 | 13 978 | 12,38 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 112 | 0,90 | 21 | 10,53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41 027 | 34,60 | 7 906 | 50,59 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 64 564 | 2,92 | 12 442 | 15,14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35 114 | 4,68 | 6 767 | 17,10 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 6 954 | 21,13 | 1 340 | 35,63 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 2 093 | 0,29 | 413 | 14,76 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20 648 | 8,90 | 3 979 | 21,83 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 77 415 | 10,54 | 14 919 | 23,67 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 439 | 277 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 19 | 4 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 871 | 10,25 | 168 | 22,79 | ||||
| 2025-07-18 | 13F | Vicus Capital | 32 216 | 2,01 | 6 208 | 14,12 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 156 | 8,05 | 608 | 20,87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 266 | 0,38 | 51 | 13,33 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 1 768 | 12,47 | 341 | 25,93 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 672 | 7,61 | 515 | 4,05 |
