Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF, omfatter Bank of New York Mellon Corp, Adviser Investments LLC, Investment Planning Advisors, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Lifelong Wealth Advisors, Inc., Alaska Permanent Capital Management, Capital A Wealth Management, LLC, Bradley Foster & Sargent Inc/ct, RFG Advisory, LLC, Coordinated Financial Services, Inc./CO, BLVD Private Wealth, LLC, Kingstone Capital Partners Texas, LLC, IFG Advisory, LLC, Kovitz Investment Group Partners, LLC, Hicks Capital Management Llc, Paul Damon & Associates, Inc., Prime Capital Investment Advisors, LLC, YHB Investment Advisors, Inc., Allegheny Financial Group LTD, og Koshinski Asset Management, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18.980 | 3,06 | 1.188 | 8,01 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5.350 | 42,67 | 335 | 49,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254.894 | 7,33 | 15.951 | 12,55 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2.163.590 | 14,19 | 135.397 | 19,74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6.219 | 2,07 | 389 | 7,16 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 132.739 | 8.307 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.472 | 92 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3.897 | 244 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 35.474 | 2.220 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 209.635 | 8,24 | 13.119 | 13,50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28.629 | 18,76 | 1.792 | 24,55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12.460 | 81,69 | 780 | 90,46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27.736 | 1.736 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5.077 | 8.361,67 | 318 | 10.466,67 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9.142 | 5,66 | 572 | 10,85 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 70.515 | 1,05 | 4.413 | 5,96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 97.960 | 20,25 | 6.130 | 26,11 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44.273 | 1,28 | 2.771 | 6,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17.603 | 210,40 | 1.102 | 225,74 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14.324 | 896 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3.300 | 207 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38.066 | 12,66 | 2.382 | 18,15 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4.105 | 257 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14.156 | 16,17 | 886 | 21,73 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 39.555 | 0,01 | 2.475 | 4,92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 27.435 | 28,10 | 1.717 | 34,27 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18.310 | 1.146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113.119 | 17,29 | 7.079 | 22,99 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5.730 | 359 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 8.116 | 13,69 | 508 | 19,01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.498.016 | 93.746 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89.163 | 5.321 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 269.187 | 5,66 | 16.846 | 10,79 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6.140 | 30,44 | 384 | 37,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 893 | 24,37 | 56 | 30,95 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7.000 | 438 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5.745 | 3,63 | 360 | 8,79 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16.905 | 35,07 | 1.058 | 41,69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5.893 | 14,87 | 369 | 15,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49.769 | 378,87 | 3.113 | 459,71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8.743 | 547 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.677.251 | 24,88 | 104.962 | 30,95 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 60.286 | 20,39 | 3.773 | 26,24 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 47.790 | 375,52 | 2.991 | 399,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 182.588 | 54,84 | 11.426 | 62,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.539 | 96 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10.705 | 670 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35.500 | 2.222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425.936 | 5,14 | 26.655 | 10,25 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 203.442 | 12.731 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 26.017 | 297,39 | 1.628 | 317,44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 63.118 | 8,62 | 3.950 | 13,90 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 171.625 | 0,68 | 10.740 | 5,57 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143.055 | 6,28 | 8.952 | 11,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7.682 | 8,03 | 481 | 13,21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8.836 | 60,04 | 553 | 67,78 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 14.795 | 926 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 56.962 | 0,69 | 3.565 | 5,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54.839 | 47,50 | 3.432 | 54,69 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 14.000 | 5,62 | 876 | 10,75 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4.108 | 0,17 | 257 | 5,33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 22.284 | 36,83 | 1.395 | 43,56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15.850 | 992 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11.851 | 4,41 | 750 | 10,78 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 190.694 | 4,38 | 11.934 | 9,45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13.442 | 841 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 41.238 | 166,90 | 2.581 | 169,31 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 473 | 30 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33.022 | 1,96 | 2.067 | 6,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 456.905 | 6,74 | 29 | 12,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10.831 | 12,56 | 1 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10.134 | 21,88 | 634 | 27,82 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 5.457 | 341 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 358.332 | 46,27 | 22.424 | 53,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11.675 | 7,11 | 731 | 12,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.008.402 | 1,06 | 188.270 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263.510 | 13,00 | 16.491 | 18,49 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.194 | 138,80 | 75 | 155,17 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 267.931 | 16.767 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 215.388 | 84,48 | 13.638 | 95,75 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8.763 | 100,85 | 548 | 110,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.324 | 709 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.527 | 6,89 | 471 | 12,14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7.481 | 19,81 | 468 | 25,81 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 78.491 | 120,14 | 4.912 | 130,89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.909 | 7.854,17 | 119 | 11.800,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2.111 | 132 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36.181 | 2.159 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.447 | 440,97 | 1.154 | 468,47 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14.373 | 0,16 | 899 | 5,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73.096 | 46,68 | 4.574 | 53,80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23.097 | 105,49 | 1.445 | 115,67 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18.258 | 4,52 | 1.143 | 9,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.842 | 680,51 | 115 | 721,43 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 112.858 | 9,00 | 7.063 | 14,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 71.269 | 3,73 | 4.460 | 8,78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12.549 | 785 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 148.616 | 0,96 | 9.300 | 5,87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 283 | 28.200,00 | 18 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 242.683 | 9,51 | 15.187 | 14,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 35.751 | 63,33 | 2.134 | 57,18 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 20.003 | 30,32 | 1.252 | 36,68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169.089 | 10.582 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 208.109 | 41,51 | 13.023 | 48,39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7.248 | 4,62 | 454 | 9,69 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 84.270 | 19,96 | 5.274 | 25,79 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 25.441 | 2.266,60 | 1.592 | 2.387,50 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 116.202 | 7.271 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.530 | 221 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.312 | 192,55 | 583 | 207,94 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 4.668 | 292 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 226.122 | 4,43 | 14.151 | 9,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11.160 | 698 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 873.399 | 54.657 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.628 | 290 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 76.051 | 14,58 | 4.539 | 10,23 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 976.253 | 6,60 | 61.094 | 11,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.545 | 17,73 | 535 | 23,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27.795 | 216,03 | 1.739 | 231,87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 319.356 | 1,82 | 19.985 | 6,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39.075 | 2.445 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3.669 | 0,14 | 219 | -3,96 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 42.531 | 3,23 | 2.662 | 8,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 50.736 | 15,64 | 3.175 | 21,28 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 189.205 | 4,59 | 11.840 | 9,67 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 786.491 | 0,49 | 49.219 | 5,37 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 79.662 | 4.985 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14.240 | 6,13 | 891 | 11,38 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11.777 | 737 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.754 | 924,57 | 298 | 1.000,00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 136.356 | 7,87 | 8.533 | 13,11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 46,91 | 28 | 55,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59.992 | 3.754 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 175 | 11 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67.367 | 2,11 | 4.216 | 7,06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6.804 | 31,76 | 426 | 37,99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 66.231 | 1,40 | 4.145 | 6,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47.108 | 16,83 | 2.948 | 22,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39.910 | 6.068,47 | 2.498 | 6.471,05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 151.593 | 141,93 | 9.487 | 153,70 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 36.638 | 6,59 | 2.293 | 11,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4.897 | 63,23 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 819 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56.679 | 9,77 | 3.547 | 15,09 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 6.989 | 0,07 | 437 | 6,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.595 | 355,71 | 100 | 395,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1.071.012 | 1,48 | 67.024 | 6,41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 103.617 | 12,49 | 6.484 | 17,96 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48.376 | 108,87 | 3.027 | 119,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73.108 | 335,17 | 4.575 | 357,04 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 30.652 | 8,96 | 1.918 | 14,30 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10.848 | 679 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15.513 | 34,70 | 971 | 41,19 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 409 | 0,25 | 26 | 4,17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 26.720 | 16,46 | 1.696 | 23,81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7.760 | 492 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 31.663 | 26,96 | 1.981 | 33,13 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 190.788 | 70,79 | 11.940 | 79,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.349 | 49,11 | 210 | 55,97 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117.767 | 7,94 | 7.445 | 14,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39.785 | 2.490 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 15.545 | 3,50 | 973 | 8,48 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 13.839 | 1,35 | 866 | 6,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7.708 | 8,24 | 482 | 9,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.566.323 | 14,48 | 160.517 | 19,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 270.280 | 81,46 | 16.914 | 90,27 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2.298 | 144 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 83.999 | 9,81 | 5.257 | 15,14 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 135.947 | 8.508 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 105.657 | 6,42 | 6.612 | 11,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 150 | 9 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 143.068 | 25,12 | 9 | 33,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 22.284 | 27,12 | 1.395 | 26,73 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 39.388 | 580,28 | 2.465 | 614,20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20.757 | 9,84 | 1.299 | 15,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.813.641 | 293,67 | 113.498 | 312,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82.689 | 4,13 | 5.175 | 9,18 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4.764 | 26,97 | 298 | 33,63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 68.279 | 8,66 | 4.273 | 13,95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.229.193 | 50,48 | 76.923 | 57,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6.932 | 46,77 | 434 | 54,09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 59.640 | 5,59 | 3.732 | 10,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189.967 | 4,10 | 11.888 | 9,16 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 30.538 | 21,12 | 1.911 | 27,06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 55.483 | 33,80 | 3.477 | 40,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 114.697 | 166,56 | 7.178 | 179,59 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20.230 | 3,40 | 1.266 | 8,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23.451 | 260,95 | 1.468 | 279,07 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32.396 | 2 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3.890 | 243 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 76.084 | 73,77 | 4.760 | 82,13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88.760 | 4,62 | 5.555 | 9,70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 64.725 | 2,88 | 4.050 | 7,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.591.028 | 9,66 | 99.566 | 14,98 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6.436 | 403 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5.839 | 365 | ||||||
| 2025-07-31 | 13F | United Community Bank | 175 | 11 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 9.611 | 24,96 | 601 | 31,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.777.086 | 26,57 | 111.868 | 33,50 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 497 | 40,79 | 31 | 47,62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7.684 | 13,02 | 481 | 18,52 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 589.884 | 1,95 | 36.915 | 11,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6.118 | 3,47 | 383 | 8,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.392.954 | 22,17 | 149.751 | 28,10 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102.675 | 251,34 | 6.425 | 268,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 694.694 | 3,44 | 43.474 | 8,46 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4.518 | 283 |
