Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core MSCI Europe ETF, omfatter Arista Wealth Management, LLC, Tanager Wealth Management LLP, XRLX - FundX Conservative ETF, VisionPoint Advisory Group, LLC, Robertson Stephens Wealth Management, LLC, LOM Asset Management Ltd, B&l Asset Management Llc, Custom Index Systems, Llc, Hutchinson Capital Management/ca, Kingswood Wealth Advisors, Llc, Swmg, Llc, Two West Capital Advisors LLC, TD Waterhouse Canada Inc., Signature Estate & Investment Advisors Llc, Arkadios Wealth Advisors, Dover Advisors, Llc, Brian Low Financial Group, Llc, Actinver Wealth Management, Inc., Concurrent Investment Advisors, LLC, og Sovran Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-03 | 13F | Invst, LLC | 30.184 | 151,43 | 1.816 | 180,09 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 125 | 8 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4.851 | 326 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3.568 | 5,53 | 236 | 16,26 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 89.013 | 104,44 | 5.912 | 125,82 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21 | 5,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 99.914 | 0,78 | 6.614 | 10,92 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7.822 | 26.872,41 | 518 | 51.600,00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8.645 | 572 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800.105 | 19,74 | 52.967 | 31,79 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22.009 | 1.457 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7.404 | 581,14 | 490 | 653,85 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14.320 | 0,11 | 922 | 7,09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12.705 | 1,96 | 841 | 12,28 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 174.712 | 5,74 | 11.566 | 16,37 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.211 | 19,33 | 544 | 31,48 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4 | 0 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 38.500 | 2.549 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 740 | 255,77 | 49 | 308,33 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 984 | 65 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 3.122 | 207 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7.157 | 64,00 | 474 | 80,53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 54.971 | 50,61 | 3.639 | 65,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.978 | 93,50 | 197 | 114,13 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3.918 | 259 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 997.863 | 83,57 | 66.059 | 102,04 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8.668 | 32,42 | 576 | 46,31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.253 | 1,44 | 149 | 8,76 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 613 | 41 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 452.751 | 7,57 | 29.972 | 18,39 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 39.916 | 2.642 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43.085 | 25,84 | 2.852 | 38,51 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 521.984 | 14,12 | 34.555 | 25,60 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 4.298 | 3,37 | 286 | 17,28 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5.006 | 4,40 | 331 | 14,93 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 23.829 | 1,44 | 1.577 | 11,69 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 65.583 | 5,28 | 4.342 | 15,88 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7.021 | 14,31 | 465 | 25,75 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 51.682 | 117,14 | 3.421 | 139,06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 357 | 24 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.044.877 | 0,66 | 69 | 11,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 119 | 8 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7.957 | 526 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 115.851 | 7.669 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7.209 | 7,42 | 477 | 18,36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 723 | 1,12 | 48 | 9,30 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 315.935 | 1.330,28 | 20.915 | 1.474,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.509.793 | 15,67 | 232.348 | 27,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 436.285 | 92,21 | 28.882 | 111,56 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 107.211 | 2,86 | 6.449 | 8,72 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25.343 | 13,92 | 1.678 | 23,95 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 59.276 | 376,57 | 3.924 | 424,60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5.449 | 361 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4.866 | 1,06 | 322 | 11,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 769 | 196,91 | 51 | 233,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.665.298 | 1,89 | 375.034 | 12,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73.080 | 10,31 | 4.838 | 21,38 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18.562 | 9,67 | 1.229 | 20,63 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1.531.567 | 0,40 | 101.390 | 9,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 715.002 | 2,12 | 47.333 | 12,39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3.539 | 234 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 143 | 2,14 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 405 | 27 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5.677 | 13,13 | 376 | 24,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 102.713 | 7 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.716.979 | 26,21 | 113.664 | 38,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 94.111 | 188,07 | 6.230 | 217,05 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81 | 22,73 | 5 | 66,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 202.044 | 23,91 | 13 | 44,44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28.692 | 21,20 | 1.899 | 33,45 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 466.657 | 20,15 | 30.893 | 32,24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6.129 | 1,16 | 406 | 11,26 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3.200 | 212 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20.908 | 27,85 | 1.384 | 40,79 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 780 | 52 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 347.748 | 31,60 | 22.964 | 44,62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9.377 | 10,20 | 628 | 20,11 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 3.023 | 200 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 237.598 | 13,57 | 15.729 | 24,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27.211 | 121,39 | 1.801 | 143,71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56.375 | 2,87 | 3.732 | 13,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 282.131 | 19 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 803 | 53 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.017 | 23,35 | 663 | 35,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26.409 | 39,01 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 112.263 | 14,31 | 7.432 | 40,18 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5.578 | 4,95 | 369 | 15,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247.556 | 14,11 | 16.388 | 25,59 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10.072 | 13,45 | 667 | 24,72 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5.632 | 373 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8.515 | 3,90 | 564 | 14,43 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13.542 | 896 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 469 | 28,14 | 31 | 40,91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14.350 | 6,89 | 950 | 17,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20.012 | 88,44 | 1.325 | 107,20 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 361.485 | 3,46 | 24 | 9,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 51.008 | 4,09 | 3.377 | 14,56 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 29.290 | 54,83 | 1.939 | 70,45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170.040 | 2,24 | 11.257 | 12,51 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 8.443 | 7,98 | 559 | 18,72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.839 | 23,57 | 519 | 35,96 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 3.986 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.668 | 243 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 224.406 | 35,60 | 15 | 55,56 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 9.547 | 79,22 | 632 | 97,50 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5.082 | 336 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | -28,57 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 187.991 | 0,57 | 12 | 9,09 | ||||
| 2025-08-13 | 13F | Amundi | 167.088 | 6,57 | 11.080 | 18,37 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.282 | 283 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 71 | 5 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.018 | 228,58 | 1.259 | 261,49 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12.380 | 1,06 | 820 | 11,28 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3.049 | 202 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 10.980 | 1 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10.831 | 39,75 | 717 | 53,86 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25.926 | 11,05 | 1.716 | 22,22 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3.163 | 209 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.580 | 238 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14.328 | 51,68 | 949 | 86,25 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 274.466 | 6.520,02 | 4 | -98,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6.158 | 3,15 | 408 | 13,37 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7.860 | 10,42 | 520 | 21,50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11.584 | 6,36 | 767 | 16,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3.420 | 226 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18.405 | 33,03 | 1.220 | 46,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.941 | 12,85 | 195 | 24,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4.930 | 7,17 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 15.916 | 124,93 | 1.054 | 147,76 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 3.741 | 248 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 18 | 800,00 | 1 | |||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 5.835 | 386 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23.526 | 67,18 | 1.557 | 84,70 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 3.062 | 203 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9.816 | 0,08 | 659 | 14,63 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 3.431 | 1,81 | 227 | 12,38 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 83.159 | 556,66 | 5.505 | 623,39 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 29.320 | 24,81 | 1.941 | 37,46 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 23.688 | 1.568 | ||||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 3.208 | 212 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 18.460 | 1.222 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 10.370 | 9,09 | 686 | 20,14 | ||||
| 2025-08-05 | 13F | Industrial Alliance Investment Management Inc. | 88.002 | 1,90 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 33.685 | 512,45 | 2.230 | 575,45 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 37.294 | 2.469 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 367 | 424,29 | 24 | 500,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.418 | 6,81 | 888 | 17,62 | ||||
| 2025-08-08 | 13F | Creative Planning | 215.757 | 10,18 | 14.283 | 21,26 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24.695 | 23,70 | 1.635 | 36,17 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3.797 | 251 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11.767 | 39,78 | 779 | 72,12 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4.066 | 221,17 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.151 | 275 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158.488 | 3,67 | 10.492 | 14,09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7.994 | 1,96 | 529 | 12,31 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 25.000 | 5,17 | 1.653 | 15,68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3.579 | 236 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 3.166 | 210 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 228.774 | 4,71 | 15.138 | 10,76 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 109.482 | 6,27 | 7.248 | 16,94 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 475.630 | 0,98 | 31.487 | 11,14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 126.409 | 103,36 | 8.320 | 122,55 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 393 | 26 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4.003 | 1,96 | 265 | 12,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.317 | 285 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9.897 | 40,98 | 655 | 55,21 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7.207 | 26,79 | 477 | 39,88 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3.466.289 | 21,72 | 229 | 33,92 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 238.542 | 24,44 | 15.791 | 56,53 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 5.096 | 337 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25.566 | 192,05 | 1.692 | 221,67 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 62.432 | 4,57 | 4.133 | 15,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38.272 | 7,68 | 2.538 | 18,72 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3.049 | 202 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 29.370 | 6,68 | 1.944 | 17,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.475 | 9,23 | 627 | 20,35 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 19.826 | 1.312 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8.954.178 | 4,38 | 592.767 | 14,88 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 9.816 | 650 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 204.231 | 181,73 | 13.520 | 210,09 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 358 | 34,08 | 24 | 43,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 253.414 | 211,55 | 15.730 | 221,46 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 3.909 | 259 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 50.665 | 3.354 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 105.572 | 4,24 | 6.989 | 14,73 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 29.336 | 30,02 | 1.942 | 43,11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5.347 | 0,89 | 354 | 11,01 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12.391 | 3,03 | 820 | 13,42 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 25.352 | 12,61 | 1.678 | 30,81 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.977.837 | 9,33 | 130.933 | 20,33 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 49.397 | 24,21 | 3.270 | 36,71 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 119 | 0,85 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.167 | 77 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 85.986 | 3,66 | 5.692 | 14,09 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9.525 | 631 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3.374 | 223 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1.579 | 30,28 | 105 | 44,44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3.169 | 210 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 39.782 | 21,24 | 2.632 | 33,40 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11.334 | 0,30 | 750 | 10,46 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 105.157 | 6,61 | 6.961 | 17,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4.013 | 266 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 422.719 | 48,90 | 27.984 | 63,87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 22.692 | 7,04 | 1.502 | 17,80 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 51.433 | 0,97 | 3.405 | 11,10 | ||||
| 2025-08-14 | 13F | FIL Ltd | 199.902 | 0,28 | 13.234 | 10,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.097.196 | 1,00 | 205.034 | 11,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14.624 | 968 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69.158 | 48,39 | 5 | 100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8.215 | 0,26 | 544 | 10,37 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 355.120 | 43,25 | 23.509 | 57,66 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3.183 | 211 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23.248 | 2,42 | 1.539 | 12,75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4.565 | 2,54 | 302 | 13,11 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 26 | 2 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.391 | 15,84 | 357 | 41,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.207 | 47,33 | 410 | 60,16 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13.032 | 5,99 | 863 | 16,64 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3.874 | 0,31 | 256 | 10,34 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7.379 | 8,56 | 488 | 19,61 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24.532 | 1,67 | 1.624 | 11,92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.508 | 2,04 | 365 | 12,35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16.946 | 1,30 | 1.122 | 11,43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 413 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.739 | 3,76 | 115 | 15,00 |
