Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF inkluderar Laurel Wealth Advisors LLC, Forefront Analytics, LLC, Toronto Dominion Bank, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Perissos Private Wealth Management, LLC, Glenmede Investment Management, LP, Aspire Capital Advisors LLC, Plan Group Financial, LLC, Maseco Llp, Alps Advisors Inc, Harbor Asset Planning, Inc., Saxony Capital Management, LLC, USA Financial Portformulas Corp, Tudor Financial Inc., STAR Financial Bank, Mesirow Financial Investment Management, Inc., HF Advisory Group, LLC, Bravias Capital Group, LLC, Robertson Stephens Wealth Management, LLC, och Compass Investment Advisers LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 829 | 0,08 | 627 | 8,85 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 207 226 | 13,12 | 16 601 | 22,97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 736 504 | 12,19 | 59 000 | 21,95 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 887 | 23,19 | 71 | 33,96 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 129 985 | 10,58 | 10 413 | 20,21 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 6 517 | 5,15 | 522 | 14,47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 780 | 3,51 | 463 | 12,65 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4 544 | 364 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 635 | 125,83 | 131 | 145,28 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 169 725 | 3,65 | 13 597 | 12,68 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 131 262 | 0,76 | 10 515 | 9,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 400 | 146,15 | 513 | 168,06 | |||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 199 | 0,10 | 497 | 8,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 982 | 262,21 | 960 | 294,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86 667 | 192,65 | 6 943 | 218,15 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 663 | 4,53 | 133 | 13,68 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2 781 | 223 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 643 | 0,52 | 292 | 8,99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 75 027 | 6,66 | 6 010 | 15,96 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 602 | 20,64 | 48 | 33,33 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 74 698 | 16,51 | 6 | 25,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 594 | 288 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 172 777 | 9,64 | 13 841 | 19,21 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 849 339 | 9,15 | 68 041 | 18,66 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 178 | 24,14 | 416 | 35,50 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 61 984 | 6,70 | 4 966 | 16,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48 270 | 39,75 | 3 867 | 51,91 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 68 065 | 0,26 | 5 453 | 9,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 157 | 493 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 954 | 157 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 28 472 | 2,04 | 2 281 | 10,89 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 43 718 | 3 502 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70 889 | 1,60 | 5 679 | 10,45 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 932 | 155 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 407 600 | 20,60 | 32 653 | 31,11 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 95 739 | 10,87 | 7 698 | 20,98 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4 144 | 2,98 | 332 | 11,82 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 393 | 0 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 97 655 | 70,35 | 7 823 | 85,20 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 30 522 | 275,66 | 2 447 | 309,20 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 7 568 | 11,28 | 604 | 20,08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6 162 | 1,10 | 494 | 9,80 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10 108 | 0,57 | 810 | 9,32 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 34 259 | 18,54 | 2 744 | 28,89 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 11 000 | 17,02 | 881 | 27,31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 80 587 | 57,24 | 6 456 | 70,95 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 50 203 | 0,34 | 4 022 | 9,06 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 107 829 | 3,76 | 8 638 | 12,81 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 576 | 1,41 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 31 920 | 394,35 | 2 557 | 438,32 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 047 | 0,05 | 1 125 | 8,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 204 | 1 469,23 | 16 | |||||
| 2025-07-22 | 13F | Legacy Trust | 3 500 | 280 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 220 024 | 36,47 | 17 626 | 48,37 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4,00 | 2 | 100,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 56 023 | 16,25 | 4 488 | 26,36 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 671 | 39,34 | 454 | 51,84 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 129 920 | 1,39 | 10 511 | 15,69 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 163 | 1,24 | 13 | 18,18 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 382 | 351 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 45 765 | 16,60 | 3 666 | 26,76 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 486 | 39 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 897 | 20,43 | 312 | 31,09 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 559 | 445 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 643 | 23,28 | 1 093 | 33,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 176 310 | 31,65 | 14 | 55,56 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 994 | 320 | ||||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11 738 | 940 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31 021 | 13,75 | 2 485 | 23,69 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 32 855 | 4,03 | 2 632 | 13,11 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 6 756 | 9,46 | 541 | 19,16 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272 521 | 8,96 | 22 | 16,67 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 5 401 | 433 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 996 | 12,52 | 801 | 22,32 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 093 | 4,44 | 328 | 13,54 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 193 | 96 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8 426 | 7,09 | 675 | 30,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 140 | 91 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 421 | 6,81 | 274 | 16,10 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 120 943 | 9 689 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 35 528 | 15,44 | 2 846 | 25,54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 773 | 39,47 | 1 584 | 51,72 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 577 | 206 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10 374 | 831 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 377 | 1,20 | 271 | 10,20 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 701 | 70 000,00 | 56 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 770 | 25,71 | 462 | 36,69 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 370 | 1,23 | 270 | 9,80 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6 502 | 70,43 | 521 | 85,05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 462 | 1,54 | 37 | 9,09 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 221 | 258 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 31 749 | 1,63 | 2 543 | 10,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 533 | 0,76 | 443 | 9,65 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 6 510 | 442 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 348 | 1,66 | 108 | 10,31 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 5 470 | 18,02 | 438 | 28,45 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 13 366 | 1 071 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 496 | 0,58 | 360 | 9,42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 450 | 116 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2 865 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 777 | 383 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 102 167 | 2 833,30 | 8 185 | 3 096,88 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 46 866 | 18,60 | 3 754 | 28,96 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 17 830 | 14,52 | 1 428 | 24,50 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 157 709 | 5,45 | 12 634 | 14,65 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 62 874 | 0,14 | 5 037 | 8,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 356 | 4,52 | 669 | 13,58 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 30 139 | 4,69 | 2 414 | 13,81 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 653 | 0,62 | 52 | 10,64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 283 | 31,75 | 503 | 43,30 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 515 | 10,64 | 282 | 20,09 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 90 654 | 0,26 | 7 262 | 9,01 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 33 240 | 5,29 | 2 663 | 9,82 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 233 | 18,27 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49 478 | 5,93 | 3 964 | 15,17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 69 726 | 10,47 | 6 | 25,00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 16 116 | 6,23 | 1 291 | 15,58 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 299 | 11,98 | 264 | 21,66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 629 960 | 20,37 | 130 575 | 30,74 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 370 | 59,19 | 270 | 73,55 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 74 002 | 12,03 | 5 928 | 21,80 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 427 | 6,57 | 114 | 16,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 320 788 | 11,90 | 426 248 | 21,65 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 48 474 | 3 835 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 117 217 | 5,26 | 9 483 | 15,55 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 3 965 | 23,91 | 318 | 34,89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33 713 | 12,98 | 2 701 | 22,84 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 19 693 | 18,76 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 883 | 8,28 | 1 353 | 17,77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 150 724 | 2,38 | 12 074 | 11,30 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 5 265 | 59,11 | 422 | 73,25 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 12 019 | 963 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 545 | 204 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 8 | 1 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49 937 | 149,36 | 4 000 | 171,19 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 2 566 | 206 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 31 361 | 22,21 | 2 512 | 32,91 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 225 478 | 21,48 | 18 063 | 32,07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 120 133 | 2,44 | 9 624 | 11,36 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 5 808 | 465 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7 480 | 599 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 978 | 10,31 | 2 081 | 19,94 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 274 | 506 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 22 885 | 4,45 | 1 833 | 13,57 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 13 696 | 6,38 | 1 097 | 15,72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28 369 | 43,32 | 2 273 | 55,83 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 368 | 10,48 | 1 071 | 20,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101 668 | 20,95 | 8 145 | 42,75 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 509 | 0 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 706 | 0,12 | 137 | 8,80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 481 | 37,04 | 39 | 52,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 478 945 | 6,90 | 38 368 | 16,22 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 3 345 | 4,34 | 268 | 13,14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38 296 | 4,72 | 2 822 | 13,70 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4 473 | 5,45 | 358 | 14,74 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 17 931 | 24,87 | 1 436 | 35,73 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 44 219 | 2,20 | 3 542 | 11,10 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 48 817 | 1,33 | 3 911 | 9,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 195 629 | 7,79 | 15 672 | 17,18 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 123 | 0,82 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48 343 | 3 873 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 008 | 82,69 | 962 | 98,55 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 11 236 | 88,30 | 900 | 105,01 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11 265 | 121,27 | 900 | 152,10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 800 | 224 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 736 | 0,96 | 540 | 9,78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 669 | 374 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 48 343 | 1 324,79 | 3 562 | 1 448,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116 625 | 197,01 | 9 343 | 222,92 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 926 | 749,54 | 74 | 825,00 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 771 003 | 35 320,06 | 2 232 | 506,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 211 347 | 30,16 | 96 709 | 40,44 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 144 311 | 2,69 | 11 561 | 11,64 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 138 | 572 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 154 | 0,44 | 493 | 9,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127 526 | 3,41 | 10 216 | 12,42 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 516 | 202 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6 038 | 13,69 | 484 | 23,53 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 22 594 | 865,56 | 1 810 | 952,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 | 1 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 25 227 | 2 021 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 108 | 26,19 | 970 | 37,20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 72 509 | 7,80 | 6 | 25,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 527 | 42 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 41 892 | 8,13 | 3 356 | 17,55 | ||||
| 2025-08-08 | 13F | Creative Planning | 674 293 | 0,50 | 54 018 | 9,25 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 318 | 2,08 | 1 307 | 10,95 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 56 444 | 2,25 | 4 522 | 11,16 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 742 | 59 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 26 345 | 2 110 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 130 179 | 2 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 14 140 | 26,07 | 1 133 | 37,05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 20 222 | 8,36 | 1 620 | 17,75 | ||||
| 2025-07-17 | 13F | SWS Partners | 4 041 | 0,15 | 324 | 8,75 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 6 075 | 285,71 | 487 | 358,49 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 96 696 | 3,34 | 7 746 | 12,36 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 63 007 | 4,53 | 5 047 | 13,65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 44 362 | 5,13 | 3 554 | 14,28 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 44 483 | 14,04 | 3 564 | 23,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103 719 | 195,36 | 8 309 | 221,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121 329 | 6,66 | 9 720 | 15,95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 48 | 2,13 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 612 | 416,38 | 1 331 | 510,09 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 25 897 | 3,41 | 2 075 | 12,41 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4 544 | 0,71 | 364 | 9,64 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7 147 | 8,26 | 573 | 17,70 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 11 873 | 1,43 | 951 | 10,32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 50 468 | 43,01 | 4 043 | 55,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 55 885 | 12,33 | 4 477 | 22,09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18 687 | 7,46 | 1 497 | 16,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 327 | 27,34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 648 569 | 11,93 | 132 067 | 21,68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 364 | 0,09 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14 662 | 22,87 | 1 175 | 32,96 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 981 | 0,49 | 639 | 8,86 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 103 188 | 12,08 | 8 266 | 21,85 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 300 | 1,35 | 24 | 14,29 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 818 | 2,98 | 626 | 11,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 254 693 | 10,67 | 100 512 | 20,31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24 045 | 0,41 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 154 330 | 5,09 | 12 363 | 14,25 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 555 | 4,47 | 605 | 13,72 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 772 | 1,39 | 1 023 | 10,24 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 21 028 | 5,05 | 1 685 | 14,17 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 826 | 1,40 | 226 | 10,24 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 467 | 0,32 | 278 | 9,06 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 21 233 | 0,31 | 1 701 | 9,04 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 350 | 27,12 | 108 | 38,46 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 5 849 | 469 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 249 878 | 6,96 | 20 018 | 16,28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25 425 | 149,17 | 2 037 | 171,11 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 864 | 9,63 | 470 | 19,04 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3 023 | 1,37 | 242 | 10,50 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 400 | 60,00 | 32 | 77,78 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 816 | 306 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 342 | 35,25 | 1 149 | 46,99 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 101 186 | 4,91 | 8 146 | 28,27 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13 139 | 9,17 | 1 053 | 18,74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11 756 | 0,03 | 942 | 8,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 549 | 204 | ||||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 6 274 | 22,30 | 503 | 32,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34 568 | 29,60 | 2 792 | 41,46 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 19 115 | 1,87 | 1 531 | 10,78 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 11 869 | 951 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8 510 | 19,07 | 682 | 29,47 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 380 556 | 0,88 | 30 486 | 19,06 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 43 756 | 11,57 | 3 505 | 21,32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 210 | 175 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 665 | 18,73 | 1 175 | 28,59 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 41 042 | 7,56 | 3 288 | 16,93 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 2 886 | 231 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 380 | 3,36 | 271 | 12,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 108 580 | 3,73 | 8 698 | 12,77 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 8 530 | 7,77 | 682 | 16,98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 348 | 3,52 | 4 194 | 12,53 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 241 | 19 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 660 | 213 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 904 | 1,75 | 233 | 10,48 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 51 877 | 4 162 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 119 037 | 30,12 | 9 646 | 41,96 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 281 261 | 17,39 | 22 532 | 27,62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 251 | 341 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 140 915 | 8,23 | 11 289 | 17,66 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 2 500 | 200 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 928 | 27,37 | 315 | 38,33 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4 581 | 1,37 | 367 | 10,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 074 | 2,96 | 1 368 | 11,87 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 059 | 325 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 921 | 11,52 | 1 275 | 21,20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 411 662 | 5,14 | 32 978 | 14,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17 198 | 32,20 | 1 378 | 43,74 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 66 103 | 5,29 | 5 296 | 14,46 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 481 | 418,01 | 279 | 467,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 921 748 | 8,47 | 153 951 | 17,92 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 20 552 | 1,89 | 1 646 | 10,77 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 18 860 | 1 511 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 410 | 1,23 | 33 | 10,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 905 093 | 9,11 | 152 612 | 18,62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 207 580 | 0,02 | 16 629 | 8,74 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 820 | 146 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 223 744 | 3,41 | 98 034 | 11,42 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 7 152 | 1,22 | 573 | 10,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 457 003 | 10,87 | 37 | 20,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30 493 | 1,62 | 2 443 | 10,45 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 48 215 | 3,76 | 3 849 | 11,95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 277 509 | 22,62 | 182 451 | 33,31 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 4 864 | 11,46 | 390 | 21,18 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 7 206 | 577 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 350 | 28 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37 591 | 1,78 | 3 011 | 10,66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 746 | 220 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 37 160 | 85,80 | 2 977 | 102,04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 165 985 | 4,12 | 13 378 | 13,88 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 016 | 0,33 | 2 949 | 8,90 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 68 988 | 5 527 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 120 120 | 10,80 | 9 623 | 20,46 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 243 960 | 123,22 | 19 544 | 142,68 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18 429 | 18,60 | 1 476 | 28,91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 66 977 | 1,90 | 5 366 | 10,78 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 4 159 | 333 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 81 206 | 3,81 | 6 505 | 12,86 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 705 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5 981 | 1,01 | 479 | 9,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 352 | 6,91 | 429 | 16,30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 168 | 43,23 | 2 653 | 55,45 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 742 | 17,14 | 380 | 27,18 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 6 397 | 513 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 213 | 11,84 | 898 | 21,68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14 496 | 1 161 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 9 547 | 24,16 | 765 | 34,98 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42 960 | 9,76 | 3 442 | 19,31 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 8 813 | 706 | ||||||
| 2025-07-31 | 13F | CNB Bank | 985 | 79 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4 081 | 1,34 | 327 | 10,14 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9 242 | 4 280,09 | 743 | 4 846,67 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 223 | 13,70 | 499 | 23,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 686 061 | 12,64 | 54 960 | 22,46 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17 535 | 63,65 | 1 405 | 77,95 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 6 550 | 1,22 | 525 | 10,08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 131 | 1,38 | 892 | 10,14 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 47 072 | 8,13 | 3 771 | 17,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 532 014 | 14,50 | 363 060 | 24,48 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 253 | 1 481,25 | 20 | 1 900,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 97 891 | 7,16 | 7 842 | 16,51 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2 500 | 200 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 291 441 | 23,32 | 23 212 | 33,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 49 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 458 | 85,04 | 517 | 101,17 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 7 213 | 34,52 | 578 | 46,08 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 5 299 | 1,07 | 424 | 9,84 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 243 792 | 0,71 | 19 530 | 9,49 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 12 664 | 0,36 | 1 014 | 14,45 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 124 | 1,33 | 250 | 10,13 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 15 759 | 55,64 | 1 268 | 89,10 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3 294 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 169 | 40,48 | 654 | 52,80 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 263 342 | 22,07 | 21 096 | 32,70 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 117 492 | 487,61 | 9 412 | 538,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 320 647 | 11,69 | 25 687 | 21,42 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 73 861 | 6,42 | 5 917 | 15,70 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 31 441 | 1,24 | 2 519 | 10,05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 569 | 284,46 | 46 | 350,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 680 | 215 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 35 988 | 1,06 | 2 883 | 9,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2 654 | 213 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10 042 | 0,41 | 804 | 9,24 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 096 | 0,91 | 1 370 | 9,70 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 22 435 | 9,79 | 1 797 | 19,40 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 25 876 | 2 073 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 157 | 71,05 | 173 | 86,96 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 38 329 | 2 824 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 430 002 | 1,80 | 31 687 | 7,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 403 847 | 2,04 | 32 352 | 10,94 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2 781 | 223 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 769 022 | 1,61 | 141 716 | 10,46 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 2 525 | 202 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35 589 | 63,82 | 2 851 | 78,19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 142 | 54,27 | 732 | 67,89 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24 832 | 1 990 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8 188 | 0,09 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2 700 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 302 461 | 13,20 | 104 340 | 23,06 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 12 554 | 0,05 | 1 006 | 8,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12 981 | 0,16 | 1 040 | 8,80 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 29 947 | 18,78 | 2 399 | 29,19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 991 | 0,08 | 903 | 9,59 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 36 687 | 0,87 | 2 939 | 9,63 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 31 951 | 9 979,18 | 2 560 | 11 026,09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 675 | 54 | ||||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 231 341 | 9,76 | 18 533 | 19,32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 98 535 | 7 894 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 9 961 | 0,31 | 798 | 9,03 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10 954 | 60,03 | 878 | 74,01 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 071 | 406 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7 808 | 4,68 | 625 | 13,84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 514 455 | 23,66 | 41 213 | 34,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 488 | 1,95 | 2 122 | 10,82 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 138 | 0 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7 289 | 584 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 674 | 28,10 | 294 | 39,34 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 145 616 | 3,33 | 11 665 | 12,33 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 86 787 | 0,44 | 6 953 | 9,19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77 151 | 102,14 | 6 181 | 119,77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 264 200 | 3,77 | 21 165 | 12,82 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 30 | 2 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 65 890 | 31,80 | 5 449 | 47,91 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11 341 | 8,70 | 909 | 18,23 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 687 | 215 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 202 435 | 0,06 | 16 217 | 8,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161 371 | 14,21 | 13 | 20,00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 15 029 | 27,52 | 1 204 | 38,59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 881 | 4,58 | 1 432 | 13,74 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 16 339 | 70,91 | 1 309 | 85,80 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 8 893 | 2,14 | 712 | 11,08 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 125 710 | 2,77 | 10 071 | 11,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 97 389 | 8,56 | 7 802 | 18,02 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 6 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 833 | 0,47 | 307 | 9,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 410 | 1,23 | 33 | 10,34 |
