Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares S&P Mid-Cap 400 Growth ETF, omfatter Independence Financial Advisors, LLC, Midwest Trust Co, Summit Wealth Group Llc / Co, Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Evoke Wealth, Llc, Milestones Private Investment Advisors LLC, Nicholas Hoffman & Company, LLC., Vestmark Advisory Solutions, Inc., 21 West Wealth Management LLC, Tradewinds, LLC., Compass Investment Advisers LLC, Richmond Investment Services, LLC, Ally Invest Advisors Inc., B&l Asset Management Llc, Alpha Cubed Investments, LLC, Nilsine Partners, LLC, BIP Wealth, LLC, og FSM Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | American National Bank | 584 | 0,52 | 53 | 10,42 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 185.196 | 0,41 | 16.849 | 9,69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172.543 | 8,92 | 15.698 | 18,99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3.431 | 312 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1.010 | 24,08 | 92 | 35,82 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2.210 | 201 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 15.914 | 1.448 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8.087 | 29,68 | 736 | 41,62 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.303 | 1,40 | 665 | 10,48 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2.263 | 206 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.190 | 23,13 | 381 | 34,63 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1.097.051 | 6,11 | 99.810 | 15,92 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2.311 | 210 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 522.412 | 0,06 | 47.529 | 9,32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 384 | 35 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14.495 | 0,04 | 1.319 | 9,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 55.198 | 10,13 | 5.022 | 20,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55.796 | 1,01 | 5.076 | 10,35 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2.292 | 208 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1.097.315 | 3,69 | 99.834 | 13,28 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 178.234 | 2,11 | 16.216 | 11,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 318.654 | 1,61 | 28.991 | 11,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 23.324 | 28,74 | 2.122 | 40,72 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2.804 | 255 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 33.767 | 7,93 | 3.072 | 17,93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.874 | 73,66 | 261 | 90,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104.666 | 34,79 | 10 | 50,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10.862 | 1,18 | 1 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.398 | 218 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 100 | 9 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3.059 | 4,30 | 282 | 15,57 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 92.088 | 2,40 | 8.378 | 11,87 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2.289 | 208 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10.450 | 92,38 | 951 | 110,18 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 2.240 | 204 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 6.055 | 17,19 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14.348 | 0,66 | 1.305 | 9,94 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 5.404 | 492 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4.120.558 | 3,13 | 374.888 | 12,67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2.158.057 | 3,09 | 196.340 | 12,62 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11.237 | 6,81 | 1.022 | 16,67 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 21.984 | 2,61 | 2.000 | 12,11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 866.471 | 1,49 | 78.831 | 10,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2.600 | 160,00 | 237 | 184,34 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 9 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8.611 | 18,76 | 783 | 29,85 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17.806 | 1,04 | 1.620 | 10,36 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 21.971 | 13,34 | 1.999 | 23,79 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11.688 | 0,95 | 1.063 | 10,27 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 15.914 | 1.448 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11.696 | 70,05 | 1.064 | 86,01 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3.429 | 0,09 | 312 | 9,12 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.928 | 2,01 | 175 | 11,46 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6.280 | 0,10 | 571 | 9,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.586 | 18,78 | 4.706 | 32,68 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16.175 | 1.472 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19.908 | 2,76 | 1.811 | 12,28 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 43.074 | 1,48 | 3.919 | 10,87 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 156 | 14 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1.352 | 123 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 20.671 | 18,98 | 1.881 | 30,01 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12.652 | 36,76 | 1.152 | 49,48 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 719 | 0,14 | 65 | 10,17 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 278.009 | 3,85 | 25.293 | 13,46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9.513 | 9,00 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48.621 | 1,40 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.254 | 11,57 | 478 | 21,94 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 6.700 | 17,56 | 609 | 28,48 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 9.929 | 5,93 | 903 | 15,77 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 878.292 | 1,13 | 79.907 | 10,48 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES | 18.914 | 255,79 | 1.721 | 289,14 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2.449 | 223 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 7.265 | 4,25 | 661 | 13,79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 531.367 | 0,01 | 48.344 | 9,26 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9.435 | 106,23 | 1 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 75.632 | 24,12 | 6.881 | 35,61 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35.486 | 0,27 | 3.228 | 9,54 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12.314 | 3,71 | 1.120 | 13,36 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 23 | 2 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4.982 | 453 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 208.610 | 6,69 | 18.979 | 16,56 | ||||
| 2025-07-24 | 13F | Eastern Bank | 94 | 9 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 49.962 | 0,03 | 4.546 | 9,28 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39.285 | 7,87 | 3.574 | 17,84 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 21.165 | 0,02 | 1.926 | 9,25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3.163 | 0,09 | 288 | 9,13 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10.548 | 960 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 105.117 | 3,64 | 9.564 | 13,23 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3.335 | 6,72 | 303 | 16,54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 27.217 | 5,78 | 2.476 | 15,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 801.588 | 7,72 | 73 | 18,03 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 60.577 | 3,44 | 5.511 | 13,00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1.843 | 9,64 | 168 | 20,14 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 29.072 | 2,53 | 2.645 | 11,99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 146.234 | 2,49 | 13.304 | 11,97 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 506.929 | 2,72 | 46.120 | 12,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1.520 | 138 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 260.913 | 29,44 | 23.738 | 41,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11.746 | 77,57 | 1.069 | 96,32 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5.200 | 0,31 | 473 | 9,74 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 23.937 | 12,24 | 2.178 | 22,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.797.381 | 3,56 | 345.486 | 13,14 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 85 | 8 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.014 | 11,92 | 92 | 22,67 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2.288 | 208 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 23.351 | 40,14 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13.778 | 43,88 | 1.254 | 57,21 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 32.829 | 5,82 | 2.987 | 15,60 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 5.397 | 0,09 | 491 | 9,60 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 1.715 | 157 | ||||||
| 2025-09-03 | 13F | American Trust | 3.390 | 308 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3.272 | 0,03 | 298 | 9,19 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4.434 | 0,16 | 403 | 9,51 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 62.455 | 0,16 | 5.682 | 9,44 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1.007.335 | 8.758,03 | 11 | -98,84 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2.328 | 212 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 11.994 | 0,12 | 1.091 | 9,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.402 | 4,65 | 1.037 | 14,33 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 8.725 | 8,16 | 812 | 20,86 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 7.537 | 7,98 | 686 | 17,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43.265 | 35,57 | 4 | 50,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2.429 | 7,29 | 202 | -1,46 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 163 | 15 | ||||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 2.352 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 33.586 | 5,36 | 3.056 | 15,11 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5.944 | 1,28 | 541 | 10,66 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3.951 | 359 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27.910 | 187,44 | 3 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 11.946 | 1.087 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3.293 | 0,12 | 300 | 9,52 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 7.019 | 0,34 | 639 | 9,62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 904 | 209,59 | 82 | 237,50 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 4.133 | 0,02 | 376 | 9,30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 4.160 | 4,58 | 378 | 14,20 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 2.303 | 209 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14.149 | 0,15 | 1.287 | 9,44 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 143.681 | 0,55 | 13.072 | 9,85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.504 | 150,93 | 593 | 174,07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23.358 | 9,35 | 2.173 | 22,16 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2.467 | 224 | ||||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 2.713 | 0,15 | 247 | 9,33 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12.246 | 4,54 | 1.114 | 14,26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.469 | 1,62 | 680 | 10,95 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3.420 | 0,12 | 311 | 9,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 423.019 | 7,93 | 38.486 | 17,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63.408 | 100,83 | 5.769 | 119,40 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 2.293 | 209 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 16.624 | 0,63 | 1.512 | 9,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2.600 | 237 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207.986 | 3.612,71 | 18.929 | 3.962,02 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 20.252 | 0,01 | 1.843 | 9,25 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 318 | 29 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 74.643 | 4,36 | 6.791 | 14,02 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2.199 | 0 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 43.840 | 3,96 | 3.989 | 13,59 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3.813 | 0,32 | 347 | 9,49 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 12.395 | 31,65 | 1.128 | 43,75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1.393.410 | 4,46 | 126.773 | 14,12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.482 | 0,03 | 317 | 9,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.757.549 | 2,32 | 159.902 | 11,78 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 300.872 | 0,10 | 27.373 | 9,36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7.839 | 1,41 | 713 | 10,89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15.358 | 0,23 | 1.397 | 9,48 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2.398 | 218 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 120 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16.666 | 238,26 | 1.516 | 269,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 589.702 | 6,83 | 53.650 | 16,71 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 147 | 13 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81.628 | 6,50 | 7.427 | 16,34 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 224.095 | 33,01 | 18.663 | 21,82 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 16.323 | 0,04 | 1.505 | 150.400,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14.592 | 0,05 | 1.328 | 9,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.563.773 | 11,28 | 142.272 | 21,57 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 42.329 | 678,54 | 3.851 | 751,99 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4.849 | 7,42 | 441 | 17,60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 | 1 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2.217 | 202 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 28.899 | 1,30 | 2.629 | 10,69 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11.891 | 0,89 | 1.082 | 10,19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6.917 | 3,55 | 629 | 13,13 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4.626 | 0,09 | 421 | 9,38 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 60.359 | 5.491 | ||||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 7.700 | 701 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 5.444 | 0,81 | 495 | 10,24 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.291 | 19,20 | 299 | 30,57 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2.514 | 221 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.215.536 | 5,73 | 110.590 | 15,51 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6.662 | 1,99 | 606 | 11,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 216.037 | 1,59 | 19.655 | 10,98 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 510 | 0,20 | 47 | 17,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3.632 | 0,03 | 331 | 9,27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 984 | 90 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 16.590 | 2,36 | 1.509 | 11,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2.268 | 206 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2.215 | 202 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11.335 | 0,61 | 1.031 | 9,91 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5.629 | 80,13 | 512 | 96,92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.212 | 28,94 | 110 | 41,03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 51.063 | 0,16 | 4.646 | 8,65 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27.734 | 2.523 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 562.920 | 0,08 | 51.214 | 9,34 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.226 | 5,57 | 658 | 15,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 398 | 123,60 | 36 | 157,14 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 224.923 | 0,34 | 20.464 | 9,62 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 3.155 | 287 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.086 | 918 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 3.202 | 12,75 | 291 | 23,31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 97.731 | 0,20 | 8.892 | 9,47 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8.916 | 811 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7.084 | 644 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3.054 | 278 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 18 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 18.700 | 17,55 | 1.701 | 28,47 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 32.065 | 0,16 | 2.917 | 9,41 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 410 | 4,59 | 37 | 15,63 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 27.171 | 45,53 | 2.472 | 59,07 | ||||
| 2025-07-31 | 13F | United Community Bank | 7.402 | 8,04 | 673 | 18,07 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23.881 | 50,81 | 2.173 | 64,80 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 15.682 | 15,21 | 1.427 | 25,86 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 467.602 | 6,56 | 42.542 | 16,41 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 2.529 | 0,08 | 230 | 9,52 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10.849 | 1,65 | 987 | 11,15 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2.776 | 253 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 24.760 | 10.047,54 | 2.253 | 11.160,00 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 470 | 0,21 | 43 | 7,69 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2.424 | 223 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2.550 | 234 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 227.113 | 20.663 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7.056 | 642 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5.256 | 11,10 | 478 | 21,63 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 2.356 | 214 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1.513 | 0,07 | 138 | 9,60 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 485.917 | 1.349,37 | 44.209 | 1.483,38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.170 | 106 | ||||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 2.247 | 0 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 3.561 | 324 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 58.046 | 0,15 | 5.281 | 9,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 360.082 | 15,99 | 32.719 | 26,72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3.880 | 353 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5.692 | 1,21 | 518 | 10,47 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2.726 | 4,28 | 248 | 14,29 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1.244 | 9,80 | 113 | 20,21 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7.157 | 75,98 | 653 | 92,33 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 25.167 | 643,93 | 308 | 9,25 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2.300 | 209 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2.949 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3.205 | 17,36 | 292 | 28,19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10.437 | 5,88 | 950 | 15,73 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3.927 | 27,67 | 360 | 39,69 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3.808 | 0,03 | 346 | 9,15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12.067 | 5,53 | 1.098 | 15,23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 287 | 102,11 | 26 | 136,36 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 44.074 | 0,02 | 4.010 | 9,27 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16.520 | 1.503 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32.348 | 6,41 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3.624 | 0,14 | 330 | 9,30 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3.390 | 48,03 | 308 | 51,72 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 5.098 | 464 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2.148 | 203 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.442 | 3,69 | 677 | 13,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 22.603 | 2,41 | 2.057 | 11,86 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 9.960 | 3,76 | 906 | 13,39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4.886 | 0,10 | 445 | 9,36 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 504 | 47 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26.859 | 0,20 | 2.444 | 9,45 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 144.433 | 19,37 | 13.141 | 30,41 | ||||
| 2025-07-18 | 13F | Vicus Capital | 13.914 | 15,12 | 1.266 | 25,75 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 6.616 | 0,02 | 602 | 9,27 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 51.649 | 17,86 | 4.699 | 28,75 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6.358 | 0,05 | 578 | 9,26 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 853 | 1,55 | 78 | 11,59 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 7.811 | 711 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5.996 | 0,03 | 545 | 9,22 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7.053 | 60,11 | 642 | 75,14 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 27.063 | 99,84 | 2.462 | 118,46 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 6.065 | 0,10 | 552 | 9,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.442 | 2,69 | 677 | 12,27 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 37.266 | 3.390 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 32.902 | 106,30 | 3 | 100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9.442 | 0,05 | 887 | 10,20 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7.043 | 641 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 683.375 | 5,52 | 62.173 | 15,28 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 6.963 | 6,01 | 633 | 15,93 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2.376 | 216 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 378 | 0,27 | 34 | 9,68 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 72.865 | 5,86 | 6.629 | 15,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.077 | 39,10 | 371 | 51,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 331.044 | 2,85 | 30.118 | 12,36 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 39.411 | 3.586 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 124.435 | 7,24 | 11.321 | 17,16 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2.239 | 204 |
