Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core MSCI Total International Stock ETF, omfatter McKinley Carter Wealth Services, Inc., Lineweaver Wealth Advisors, LLC, CacheTech Inc., Adams Wealth Management, Capital A Wealth Management, LLC, Atlas Legacy Advisors, LLC, Sentinel Wealth Management, Inc., Pennsylvania Capital Management Inc /adv, Winthrop Advisory Group LLC, Main Street Research LLC, Kathmere Capital Management, LLC, Blueprint Financial Advisors LLC, Luminvest Wealth Management LLC, Silverlake Wealth Management Llc, Byrne Asset Management LLC, SFG Wealth Management, LLC., Kcm Investment Advisors Llc, GKV Capital Management Co., Inc., Glenmede Investment Management, LP, og Valpey Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Zhang Financial LLC | 67.763 | 5,08 | 5.239 | 16,35 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6.287 | 17,25 | 486 | 29,95 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 2.632 | 203 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 42.008 | 2,96 | 3.248 | 14,01 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44.326 | 34,93 | 3.427 | 49,41 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 2.738 | 212 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 24.910 | 1.926 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.622 | 18,83 | 125 | 31,58 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 389 | 1,57 | 30 | 15,38 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 3.619 | 2,41 | 280 | 13,41 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22.865 | 194,08 | 1.768 | 226,01 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 40.122 | 10,86 | 3.102 | 22,76 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 66.446 | 0,32 | 5.137 | 11,10 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 630 | 49 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 292.100 | 14.604.900,00 | 22.582 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 55.537 | 48,17 | 4.294 | 64,11 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 3.094 | 1,81 | 240 | 13,21 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8.190 | 633 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 158.747 | 574,11 | 12.273 | 646,93 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 47.460 | 4 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 7.606 | 1,88 | 588 | 12,86 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 60.586 | 1,52 | 4.684 | 12,41 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 2.632 | 203 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 40.628 | 24,09 | 3.144 | 37,59 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 26.732 | 4,93 | 2.067 | 16,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 964.544 | 19,12 | 74.569 | 31,92 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 34.872 | 0,07 | 2.696 | 10,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 294.547.733 | 9,68 | 22.771.485 | 21,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 693.789 | 6,55 | 53.565 | 17,40 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1.386 | 107 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 48.675 | 18,51 | 3.763 | 31,25 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 113.052 | 110,15 | 8.740 | 132,76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7.561 | 585 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 157.436 | 8,68 | 12.171 | 20,36 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 888.658 | 305,63 | 16.106 | 5,30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 68.120 | 36,91 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8.282 | 0,98 | 640 | 11,89 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19.734 | 0,12 | 1.526 | 10,91 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 12.362 | 4,87 | 956 | 16,18 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 80.247 | 5.602 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7.242 | 12,59 | 560 | 24,50 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 31.264 | 2.417 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 436.045 | 25,50 | 34 | 37,50 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 44.152 | 20,36 | 3.509 | 33,12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 31.785 | 1,87 | 2.457 | 12,09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5.418 | 7,41 | 419 | 18,75 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17.901 | 94,20 | 1.384 | 127,09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 280.487 | 5,62 | 21.684 | 16,96 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16.691 | 2,84 | 1.290 | 13,86 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2055 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34.197.789 | 7,38 | 2.643.831 | 18,92 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 86.657 | 6.699 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 3.995 | 1,58 | 309 | 12,41 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 920.678 | 4,12 | 71.178 | 15,30 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 25.303 | 1.952 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4.135 | 18,99 | 320 | 31,82 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2035 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32.234.419 | 4,88 | 2.492.043 | 16,14 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 5.867 | 26,83 | 454 | 40,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123.020 | 2,45 | 9.511 | 13,44 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 56.659 | 15,64 | 4.380 | 28,07 | ||||
| 2025-08-07 | 13F | PFG Advisors | 30.775 | 683,88 | 2.379 | 768,25 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 986.344 | 0,48 | 68.857 | 6,06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.649.600 | 0,91 | 127.531 | 11,75 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3.403 | 263 | ||||||
| 2025-07-21 | 13F | Financial Architects, LLC | 4.035 | 312 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 11.133 | 82,21 | 861 | 101,88 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 195.603 | 240,80 | 15.122 | 277,48 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 56.482 | 1,68 | 4.367 | 12,61 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 141.952 | 15,89 | 10.974 | 28,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.473.429 | 11,33 | 268.531 | 23,29 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 27.186 | 19,31 | 2.102 | 32,14 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 3.566 | 20,64 | 276 | 33,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.753.063 | 3,57 | 135.529 | 14,70 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 37.412 | 0,07 | 2.892 | 10,85 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 312 | 24 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 94.212 | 7,75 | 7 | 16,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.559.924 | 0,59 | 121 | 11,11 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 136 | 11 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 24.347 | 0,01 | 1.882 | 10,77 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 124.095 | 397,61 | 9.594 | 451,32 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 52.870 | 6,40 | 4.091 | 17,83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.900 | 14,01 | 688 | 26,47 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 851 | 1,55 | 66 | 12,07 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 11.136 | 7,61 | 861 | 19,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.337 | 4,05 | 799 | 15,30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10.458 | 14,12 | 809 | 26,25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12.492 | 285,20 | 966 | 326,99 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 521.227 | 4,88 | 40.296 | 16,15 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 5.914 | 2,37 | 457 | 13,40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 95.732 | 3,72 | 7.401 | 14,87 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 124.003 | 1,18 | 9.587 | 12,05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 200.835 | 16 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 72.294 | 13,44 | 5.588 | 25,61 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 10.219 | 0,66 | 790 | 11,58 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 164.397 | 0,17 | 12.710 | 10,94 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 470.976 | 53,49 | 36.411 | 69,99 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 4.589 | 1,03 | 355 | 11,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1.339 | 0,22 | 80 | 11,11 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 378.209 | 8,35 | 25.665 | 13,24 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 24.248 | 5,82 | 1.875 | 17,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 40.444 | 152,54 | 3.127 | 179,61 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3.640 | 1,96 | 281 | 12,85 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 11.533 | 32,59 | 891 | 50,25 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8.517 | 0,09 | 659 | 10,77 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 396.760 | 0,33 | 30.674 | 11,11 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 11.601 | 6,97 | 897 | 18,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 91.845 | 0,15 | 7.101 | 10,92 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4.869 | 376 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 22.547 | 9,68 | 1.743 | 21,46 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 7.396 | 0,57 | 572 | 11,31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 23.674 | 1.830 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 67.965 | 30,54 | 5.254 | 44,58 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2.993 | 231 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 398 | 1,53 | 31 | 11,11 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 13.601 | 1.051 | ||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 2.190.087 | 2.922,06 | 169.316 | 3.246,15 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 157.913 | 1,88 | 12.208 | 12,83 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 20.341 | 1,44 | 1.573 | 12,37 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 7.331 | 567 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 29.470 | 4,72 | 2.278 | 15,99 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 28.893 | 8,18 | 2.234 | 19,80 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3.481 | 19,21 | 269 | 32,51 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 55.137 | 34,72 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 8.418 | 0,02 | 651 | 10,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7.251.654 | 5,80 | 560.625 | 17,17 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 16.685 | 32,98 | 1.290 | 47,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52.568 | 6,99 | 4.064 | 18,52 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 282.136 | 7,31 | 21.812 | 18,84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 8.506 | 77,99 | 658 | 97,30 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 5.709 | 1,55 | 441 | 12,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4.052 | 313 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 82.856 | 0,72 | 6.406 | 11,53 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 112 | 9 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15.383 | 211,02 | 1 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 115 | 5,50 | 9 | 14,29 | ||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 221.916 | 1,77 | 15.492 | 7,41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2.954 | 228 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX RETIREMENT FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22.058.616 | 2,29 | 1.705.352 | 13,28 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 5.461 | 422 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6.097 | 471 | ||||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 292.600 | 550,22 | 22.621 | 620,15 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.090 | 850,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4.155 | 5,89 | 321 | 17,58 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 36.566 | 1,54 | 2.827 | 12,41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 4.061 | 0,97 | 314 | 11,79 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 15.857 | 0,46 | 1.180 | 11,44 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3.377 | 261 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 48.156 | 216,09 | 3.723 | 250,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 187.594 | 9,02 | 14.503 | 20,73 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1.222 | 19,10 | 94 | 30,56 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 118.287 | 6,70 | 9.145 | 18,17 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 5.150 | 2,30 | 398 | 13,39 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 86.869 | 0,04 | 6.716 | 10,79 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2050 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47.695.215 | 5,96 | 3.687.317 | 17,35 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 125.320 | 5,56 | 9.688 | 16,91 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 113 | 18,95 | 9 | 33,33 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 50.004 | 11,59 | 3.866 | 23,56 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 213.136 | 1,17 | 16.478 | 12,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11.530.677 | 1,12 | 891.437 | 11,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 416.420 | 5,19 | 32.193 | 16,49 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 98.565 | 4,96 | 7.620 | 16,25 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 42.535 | 146,22 | 3.288 | 172,86 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Index 2070 Fund Class K | 68.093 | 96,47 | 5.264 | 117,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52.156 | 46,66 | 4.032 | 62,45 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 5.397 | 0,41 | 417 | 11,20 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2.938 | 0,24 | 227 | 11,27 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 233.066 | 0,47 | 18.018 | 11,26 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5.323 | 5,41 | 412 | 16,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 93.244 | 16,44 | 7.209 | 28,94 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2.942 | 227 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 65.854 | 7,30 | 5.091 | 18,84 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 37.695 | 5,95 | 2.914 | 17,36 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 12.377 | 64,70 | 957 | 82,44 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 82.489 | 1,60 | 6.377 | 12,53 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 342 | 26 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4.436 | 4,72 | 343 | 15,93 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 5.483 | 1,54 | 424 | 12,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9.586 | 741 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 17.924 | 1.386 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 13.810 | 1.068 | ||||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 35.227 | 255,08 | 2.723 | 293,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 834.183 | 53,76 | 62.741 | 65,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14.808 | 423,44 | 1.169 | 481,09 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 2.858 | 221 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Index 2065 Fund Class K Shares | 6.040.773 | 16,33 | 467.012 | 28,83 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 124.079 | 19,53 | 9.593 | 32,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 201.488 | 501,06 | 14.193 | 505,20 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 3.125 | 2,63 | 242 | 13,68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41.564 | 2,66 | 3.213 | 13,69 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 25.890 | 7,90 | 2.002 | 19,46 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 13.892 | 2.987,11 | 970 | 3.241,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.710.568 | 0,19 | 132.244 | 10,95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 100.046 | 1.722,00 | 7.735 | 1.919,32 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 4.379 | 2,96 | 339 | 14,19 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 47.720 | 3.693 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25.481 | 13,61 | 1.970 | 25,81 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2.786 | 0,83 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 645.801 | 13,35 | 49.927 | 25,52 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30.161 | 4,77 | 2.332 | 16,03 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1.833 | 2,29 | 142 | 8,46 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30.678 | 9,00 | 2.372 | 20,72 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Index 2060 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20.997.775 | 10,81 | 1.623.338 | 22,72 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30.498 | 3,99 | 2.358 | 15,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5.549.414 | 9,85 | 429.025 | 21,65 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4.979 | 385 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6.279 | 46,09 | 485 | 61,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 303.874 | 6,12 | 23.492 | 17,52 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10.800 | 1,71 | 835 | 12,55 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40.722 | 4,88 | 3 | 50,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 5.765 | 2,71 | 446 | 13,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.289 | 502,37 | 177 | 576,92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 29.343 | 1,15 | 2.269 | 12,00 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 3.030 | 234 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 134 | 1,52 | 10 | 11,11 | ||||
| 2025-07-31 | 13F | United Community Bank | 122 | 9 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 593.428 | 59,39 | 45.878 | 76,52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 42.433 | 8,15 | 3.377 | 17,88 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5.466 | 17,57 | 423 | 30,25 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 188.437 | 4,68 | 14.568 | 12,60 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 72 | 56,52 | 6 | 66,67 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 5.139.161 | 1,49 | 397.309 | 12,40 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 13.096 | 8,95 | 1.012 | 20,62 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7.300 | 22,13 | 564 | 35,25 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 8.889 | 1,61 | 687 | 12,62 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 52.810 | 4,78 | 4.083 | 16,03 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7.884 | 610 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26.870 | 9,02 | 2.077 | 20,76 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 1.957.364 | 13,75 | 151.324 | 25,96 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1.300 | 6,21 | 101 | 17,65 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3.403 | 263 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1.078.163 | 3,05 | 83.353 | 14,12 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3.867 | 9,21 | 299 | 20,65 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12.769 | 6,26 | 987 | 17,78 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16.319 | 102,95 | 1.262 | 124,78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 713 | 15,37 | 55 | 27,91 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.452 | 112 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 2.718 | 210 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4.411 | 0,46 | 341 | 11,44 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4.862 | 0,52 | 376 | 11,28 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 191.213 | 0,59 | 14.783 | 11,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2.414.125 | 4,61 | 186.584 | 15,69 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 22.012 | 1.702 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 4.643 | 0,41 | 359 | 11,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.417.776 | 7,98 | 496.158 | 19,58 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5.806 | 0,07 | 449 | 10,07 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4.387 | 339 | ||||||
| 2025-08-07 | 13F | Amica Mutual Insurance Co | 3.393.208 | 40,59 | 263 | 55,95 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 792 | 1,54 | 61 | 12,96 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 22.692 | 5,98 | 1.754 | 17,40 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9.377 | 10,20 | 725 | 21,89 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 968 | 1,47 | 75 | 12,12 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2040 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48.376.710 | 6,18 | 3.740.003 | 17,58 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 103.083 | 0,31 | 7.969 | 11,08 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 200 | 15 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 11.759 | 3,49 | 821 | 9,19 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9.372 | 23,59 | 1 | |||||
| 2025-07-23 | 13F | DMG Group, LLC | 4.148 | 321 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 125.923 | 82,08 | 9.735 | 101,64 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4.160 | 17,95 | 322 | 30,49 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 213.684 | 16,80 | 16.520 | 29,34 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 20.530 | 0,00 | 1.587 | 10,75 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 64.838 | 17,79 | 5.013 | 30,45 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 78.819 | 5.502 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 53.846 | 4,08 | 4.163 | 15,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 811.823 | 9,21 | 63 | 21,57 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13.221 | 161,34 | 1.022 | 189,52 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 151 | 1,34 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 14.318 | 29,18 | 1.107 | 43,08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 86 | 7 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 80.247 | 5.602 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3.015 | 233 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5.460 | 0,15 | 422 | 11,05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5.600 | 433 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 19.585 | 12,10 | 1.514 | 24,20 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 8.915 | 0,52 | 686 | 10,66 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 42.134 | 0,60 | 3.257 | 11,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6.045.597 | 825,57 | 467.384 | 925,01 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 40.283 | 104,30 | 3.088 | 124,42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 49.355 | 1,79 | 3.816 | 12,74 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 10.276 | 2,61 | 794 | 13,59 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 763 | 59 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7.200 | 557 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 18.226 | 5,85 | 1.409 | 23,81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 1.549.778 | 119.813 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 203.411 | 2,67 | 15.726 | 13,70 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 2.698 | 209 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 4.443 | 0,14 | 344 | 11,00 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4.222 | 12,41 | 326 | 24,43 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 241 | 1,26 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 4.194 | 34,68 | 293 | 42,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.680 | 9,87 | 1.212 | 21,69 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 619 | 131,84 | 48 | 161,11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 987.651 | 0,13 | 76.355 | 10,89 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.025 | 24,70 | 79 | 38,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15.280 | 1,02 | 1.181 | 11,94 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 31.607 | 55,14 | 2.444 | 71,80 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 535 | 5,11 | 41 | 17,14 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 14.914 | 1.153 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 504 | 10,28 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 159.640 | 2,71 | 12.342 | 20,05 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 12.100 | 935 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 82.152 | 0,35 | 6.351 | 11,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.916 | 9,19 | 1.772 | 20,15 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7.357 | 4,18 | 569 | 15,45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4.006 | 7,49 | 310 | 18,85 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 77.949 | 2,36 | 6.026 | 13,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 219 | 17 | ||||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 118.590 | 9.168 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14.158 | 599,51 | 936 | 563,83 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 10.566 | 8,55 | 817 | 20,18 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 13.019 | 123,73 | 982 | 144,64 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 48 | 4 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.083 | 1,30 | 393 | 15,29 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.368 | 5,97 | 879 | 17,38 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 34.877 | 2.696 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.669 | 17,99 | 206 | 31,21 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 83 | 2,47 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 21.167 | 1.636 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 180.932 | 0,50 | 13.979 | 20,26 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 42.449 | 48,31 | 3.282 | 82,28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 21 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440.107 | 1,74 | 34.025 | 12,67 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 13.993 | 68,00 | 1.082 | 86,06 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 125.448 | 13,28 | 9.771 | 23,87 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 267 | 21 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 2.887 | 223 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7.023 | 10,86 | 543 | 22,62 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 152.085 | 11.758 | ||||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 24.500 | 1,57 | 1.894 | 12,54 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 2.284 | 177 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 25.341 | 2,47 | 1.959 | 13,50 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 15.235 | 49,89 | 1.178 | 73,09 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2.767 | 214 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20.181 | 5,90 | 1.560 | 17,29 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 5.624 | 435 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 6.265 | 107,52 | 484 | 130,48 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4.336 | 1,57 | 335 | 12,42 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10.044 | 776 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3.585 | 0,62 | 277 | 11,69 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 9.951 | 1,56 | 769 | 12,59 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 3.844 | 297 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2045 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40.304.444 | 5,30 | 3.115.937 | 16,61 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2030 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31.118.744 | 3,76 | 2.405.790 | 14,91 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 64.042 | 1,31 | 4.951 | 12,19 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 96.173 | 4,03 | 7.435 | 15,22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3.157 | 244 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5.562.220 | 6.294,09 | 73 | -98,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55.739 | 23,88 | 4.309 | 37,19 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2.769 | 0 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 369 | 29 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 58.085 | 3,20 | 4.491 | 14,28 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 3.824 | 4,14 | 296 | 15,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 405.370 | 328,89 | 31.339 | 374,98 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3.244 | 0,90 | 251 | 11,61 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 46.699 | 2,83 | 3.610 | 13,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 50.601 | 35,47 | 3.912 | 50,02 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 12.946 | 5,94 | 1.001 | 17,23 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 33.421 | 3,71 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 34.515 | 9,93 | 2.668 | 21,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 10.429 | 0,86 | 811 | 16,21 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 221.876 | 17.153 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 107.830 | 1,99 | 8.336 | 12,95 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 25.485 | 1.970 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.030 | 1,51 | 312 | 10,28 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 475 | 37 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 109.442 | 11,40 | 8.461 | 23,36 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 80.430 | 2,26 | 6.218 | 13,26 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 11 | 1 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 88.483 | 10,57 | 6.841 | 22,45 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1.570.100 | 0,31 | 121.384 | 11,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 30.130 | 95,99 | 2.329 | 117,05 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.129.325 | 12,93 | 87.308 | 25,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 466.172 | 12,68 | 36.040 | 31,71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.718 | 240,60 | 210 | 328,57 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 34.827 | 1,14 | 2.692 | 12,03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 672 | 1,66 | 52 | 10,87 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 171 | 1,79 | 13 | 18,18 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 9.555 | 20,02 | 739 | 32,97 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 5.306 | 0,17 | 410 | 11,11 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 203.995 | 0,09 | 15.771 | 10,84 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 171.672 | 2,37 | 13.272 | 13,37 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 33.349 | 0,17 | 2.598 | 11,75 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 15.957 | 298,43 | 1.234 | 341,94 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 56.811 | 40,20 | 4.391 | 55,27 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4.402 | 0,82 | 340 | 11,84 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 53.506 | 4.137 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 38.152 | 2.950 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4.306 | 333 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 53.907 | 1,48 | 4.168 | 12,38 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 7.873 | 7,19 | 609 | 18,75 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21.026 | 3,73 | 1.626 | 14,84 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 417.496 | 2,70 | 32.277 | 13,73 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2.222 | 172 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 52.418 | 57,25 | 4.078 | 75,20 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 5.930 | 458 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 31.736 | 2.454 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 10.348 | 49,82 | 800 | 65,98 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 1.701.327 | 41.164,30 | 131.530 | 45.728,92 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 18.141 | 11,78 | 1.402 | 23,85 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 71.608 | 1,86 | 5.536 | 12,82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 197.063 | 116,59 | 15.235 | 139,87 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 102 | 8 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7.524 | 582 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.317.838 | 0,83 | 179.192 | 11,66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4.217 | 15.518,52 | 326 | 32.500,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 84 | 1,20 | 7 | 20,00 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 92 | 70,37 | 7 | 133,33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17.910 | 37,61 | 1.385 | 52,42 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 3.970 | 307 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 214.635 | 64,10 | 16.593 | 81,74 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 9.765 | 0,13 | 1 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 4.605 | 12,70 | 356 | 24,91 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 617.766 | 11,90 | 47.760 | 23,92 | ||||
| 2025-08-08 | 13F | Creative Planning | 119.802 | 1,51 | 9.262 | 12,42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 611.758 | 4,94 | 47.295 | 16,21 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 8.131 | 13,09 | 629 | 25,55 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 49.428 | 1,65 | 3.821 | 12,58 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 551.873 | 32,48 | 42.665 | 46,71 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 20.388 | 1.576 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 358.603 | 1,49 | 27.724 | 12,39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 159.965 | 6,53 | 12.367 | 17,96 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 34.979.618 | 3,36 | 2.704 | 14,48 | ||||
| 2025-08-12 | 13F | Patrick Mauro Investment Advisor, INC. | 163.197 | 7,23 | 12.193 | 14,76 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10.174 | 0,22 | 782 | 10,45 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6.209 | 480 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 56.928 | 5,35 | 4.401 | 16,68 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4.795 | 371 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7.344.681 | 1,77 | 567.817 | 12,71 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 12.146 | 12,62 | 939 | 24,87 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 28.780 | 3,25 | 2.225 | 14,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.422.409 | 6,61 | 110 | 17,20 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 35.778 | 4,58 | 2.766 | 15,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10.980 | 95,48 | 849 | 116,33 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4.252 | 0,81 | 329 | 11,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 699.074 | 11,55 | 54.045 | 23,54 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18.420 | 3,59 | 1.424 | 14,75 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 99.871 | 0,31 | 7.721 | 11,09 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.375 | 1,63 | 106 | 12,77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 107.527 | 1,51 | 8.313 | 12,42 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 644 | 1.640,54 | 50 | 2.350,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 2.704 | 209 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 10.538 | 4,61 | 815 | 15,79 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3.313 | 0,73 | 256 | 11,79 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 7.659 | 592 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 46.517 | 3,13 | 3.596 | 14,23 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 33.000 | 2.551 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25.100 | 1,21 | 1.940 | 12,07 |
