Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF inkluderer Blueprint Financial Advisors LLC, Blueprint Investment Partners LLC, Bulwark Capital Corp, Signal Tree Financial Partners Llc, Maseco Llp, Harbor Asset Planning, Inc., Pinnacle Wealth Planning Services, Inc., Gryphon Financial Partners LLC, TT Capital Management LLC, Wealth Advisory Team LLC, Heritage Wealth Management, Inc., Trust Point Inc., Midwest Trust Co, Summit Wealth Group Llc / Co, Soundwatch Capital LLC, Total Clarity Wealth Management, Inc., Traub Capital Management LLC, Keybank National Association/oh, Wisconsin Wealth Advisors, LLC, og Vise Technologies, Inc. .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 154 | 200 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90 206 | 6,20 | 2 229 | 11,17 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 8 382 | 206 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 394 055 | 67,90 | 156 910 | 74,52 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 762 115 | 6,00 | 18 702 | 10,17 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 23 785 | 0,36 | 584 | 4,29 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5 562 | 92,52 | 136 | 100,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 52 827 | 1,58 | 1 296 | 5,62 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26 277 | 645 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 23 351 | 40,35 | 573 | 46,17 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 209 862 | 58,47 | 5 150 | 64,75 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 8 538 518 | 36,15 | 195 005 | 39,22 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 425 | 10,90 | 256 | 15,38 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 067 | 0,44 | 51 | 4,17 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 181 711 | 1 358,12 | 4 470 | 1 420,41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 402 245 815 | 3,31 | 9 871 112 | 7,38 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9 984 | 245 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 288 425 | 1,20 | 7 078 | 5,17 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20 124 | 6,59 | 494 | 10,79 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 10 216 | 251 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 901 | 97,92 | 96 | 106,52 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 27 268 | 3,30 | 669 | 7,38 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 221 351 | 0,93 | 5 432 | 4,91 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16 131 | 396 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 958 | 73 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 117 | 224 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 1 414 | 0,43 | 35 | 3,03 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 789 | 216 | ||||||
| 2025-08-07 | 13F | HC Advisors, LLC | 8 304 | 204 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 550 528 | 1,51 | 13 510 | 5,51 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 74 027 | 0,01 | 1 817 | 3,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 723 317 | 3,69 | 115 910 | 7,78 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 17 303 | 425 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 91 894 | 0,43 | 2 255 | 4,40 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 64 585 | 13,37 | 1 585 | 17,77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 350 010 | 1 346 092,31 | 8 589 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 71 500 | 1 755 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14 595 | 358 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 108 365 | 0,24 | 2 659 | 4,19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 490 | 133,33 | 12 | 200,00 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 11 987 | 2,63 | 294 | 6,91 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 527 | 37 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 390 | 148,70 | 59 | 163,64 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 71 761 | 76,91 | 1 761 | 84,01 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65 489 | 0,17 | 1 607 | 4,15 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 78 | 2 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 38 176 | 4,72 | 937 | 8,84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 828 | 22,62 | 536 | 27,38 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31 200 | 706 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 117 | 3 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 36 611 | 1,21 | 898 | 5,15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 786 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17 741 | 40,70 | 435 | 45,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 92 317 | 16,00 | 2 265 | 20,54 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 52 401 | 1,31 | 1 286 | 5,24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 564 097 | 0,51 | 13 843 | 4,47 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 21 241 | 3,08 | 521 | 7,20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 049 148 | 8,60 | 50 | 13,64 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 59 675 | 16,06 | 1 464 | 20,69 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 669 199 | 10,76 | 16 422 | 15,12 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 171 | 200,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2 289 684 | 5,20 | 56 189 | 9,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 107 390 | 5,67 | 27 175 | 9,83 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 11 592 | 1,47 | 284 | 5,58 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 8 278 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 79 877 | 0,37 | 1 960 | 4,37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44 832 | 1 100 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 883 | 463 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 459 | 3 229,91 | 183 | 3 560,00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 12 469 | 0,36 | 306 | 4,10 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 31 520 | 774 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 417 | 0,48 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 104 358 | 233,25 | 2 561 | 246,41 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 80 976 | 22,05 | 1 987 | 26,88 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2 160 | 572,90 | 53 | 657,14 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 85 068 | 38,03 | 2 088 | 43,04 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 247 027 | 43,80 | 6 062 | 49,49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29 093 | 34,25 | 714 | 39,53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4 621 221 | 1,64 | 113 405 | 5,64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 476 707 | 12,11 | 11 698 | 16,53 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13 258 | 0,44 | 325 | 4,50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 140 | 249 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 65 039 | 10,16 | 1 596 | 14,57 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 6 801 | 26,58 | 167 | 31,75 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9 748 | 239 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130 413 | 0,70 | 3 200 | 4,68 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 291 211 | 11,97 | 7 146 | 16,38 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 655 010 | 2,36 | 16 074 | 6,39 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 14 406 | 354 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13 022 | 45,97 | 320 | 51,90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 133 905 | 1,05 | 3 286 | 5,05 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 68 602 | 8,24 | 1 683 | 12,50 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 267 | 7 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 434 117 | 6,32 | 10 653 | 10,51 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 177 759 | 0,37 | 4 362 | 4,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 88 433 | 40,98 | 2 170 | 46,52 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 197 147 | 4,63 | 4 838 | 8,75 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2 866 593 | 3,26 | 70 346 | 7,33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 363 166 | 19,46 | 8 912 | 24,17 | ||||
| 2025-09-03 | 13F | American Trust | 479 917 | 11 777 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 27 365 | 2,04 | 672 | 6,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 92 040 | 13,95 | 2 259 | 18,41 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 501 | 12 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 014 | 25 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 23 514 | 15,15 | 577 | 19,50 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 332 250 | 0,12 | 8 153 | 4,06 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 90 875 | 1,97 | 2 230 | 5,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168 377 | 6,99 | 4 132 | 11,20 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2 386 | 59 | ||||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 90 929 | 4,60 | 2 231 | 8,72 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 144 253 | 1,62 | 3 540 | 5,61 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 58 069 | 11,27 | 1 425 | 15,67 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14 346 | 0,41 | 352 | 4,45 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20 031 | 24,49 | 492 | 29,55 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 759 395 | 1,33 | 18 636 | 5,32 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 26 530 | 0,64 | 651 | 4,66 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 85 987 | 0,73 | 2 110 | 4,71 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 30 950 | 0,01 | 760 | 3,97 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 847 | 217 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159 276 | 7,56 | 3 909 | 12,88 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 532 | 5,89 | 259 | 10,68 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 30 031 | 26,60 | 737 | 31,43 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 219 075 | 12,41 | 5 382 | 16,97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 057 | 2,72 | 689 | 6,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 032 | 6,31 | 786 | 10,55 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 25 587 | 0,55 | 628 | 4,50 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16 541 | 0,12 | 406 | 3,85 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17 820 | 437 | ||||||
| 2025-05-28 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 62 612 | 2,35 | 1 478 | 2,07 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 794 | 0,38 | 19 | 5,56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 350 | 268,99 | 377 | 283,67 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 193 109 | 4 739 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26 919 | 2,45 | 661 | 6,45 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 142 741 | 9,66 | 3 503 | 13,96 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6 785 | 59,27 | 167 | 66,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 731 430 | 0,44 | 17 949 | 4,39 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 213 562 | 4,50 | 30 363 | 25,46 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1 450 178 | 1,63 | 35 587 | 11,74 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 268 173 | 2,26 | 202 901 | 6,29 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 15 305 | 1,73 | 376 | 5,63 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 550 283 | 8,12 | 38 168 | 19,31 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 619 006 | 2,85 | 64 270 | 6,91 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 749 | 18,57 | 362 | 22,79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 645 | 15 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 24 801 | 26,95 | 609 | 33,33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 793 306 | 6,37 | 19 468 | 10,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 386 071 | 1,81 | 9 474 | 5,82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 441 | 11 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 030 | 0,65 | 222 | 4,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 177 767 | 27,50 | 4 362 | 32,14 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 34 090 | 2,79 | 837 | 6,77 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 11 435 | 0,40 | 281 | 4,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 28 997 | 115,80 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 370 | 0,08 | 58 | 5,45 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 56 | 1 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 36 384 | 21,94 | 893 | 26,70 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 279 | 7 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 126 | 3 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 69 548 | 3,36 | 1 707 | 7,43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 414 454 | 14,43 | 10 171 | 18,93 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 130 166 | 1,27 | 3 194 | 5,27 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 453 479 | 20,33 | 11 128 | 25,08 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 273 214 | 23,05 | 6 705 | 27,89 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 142 967 | 8,79 | 3 508 | 13,09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 351 256 | 198,18 | 9 | 300,00 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 28 219 | 692 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 967 375 | 36,15 | 23 740 | 41,51 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 22 494 | 13,97 | 552 | 18,71 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 170 121 | 408,34 | 4 175 | 428,35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 819 924 | 93,55 | 44 661 | 101,18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 548 069 | 37,62 | 87 070 | 43,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 690 904 | 6,56 | 41 495 | 10,75 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 124 028 | 9,11 | 3 044 | 13,42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 90 342 | 28,40 | 2 133 | 27,97 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 592 575 | 16,05 | 14 542 | 20,62 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10 738 | 8,67 | 264 | 12,88 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 32 949 | 809 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 195 631 | 5,89 | 4 801 | 10,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2 922 | 0 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 8 541 | 210 | ||||||
| 2025-08-13 | 13F | Aufman Associates Inc | 97 579 | 1,46 | 2 395 | 5,46 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 203 669 | 511,31 | 4 998 | 535,88 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 190 030 | 24,58 | 4 664 | 29,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 62 177 | 70,68 | 2 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 815 | 0,44 | 45 | 4,76 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 52 522 | 0,13 | 1 324 | 9,88 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 38 848 | 953 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 121 808 | 5,67 | 2 989 | 9,85 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 109 698 | 2,11 | 2 692 | 6,11 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 170 447 | 2,29 | 4 183 | 6,30 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8 534 | 2,77 | 201 | −0,99 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 21 748 | 0,61 | 534 | 4,51 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23 295 | 572 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 88 | 1,15 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 255 428 | 2,65 | 6 265 | 6,80 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52 026 | 134,15 | 1 277 | 143,51 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 22 179 | 0,44 | 544 | 4,41 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 265 907 | 0,62 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 406 | 0,43 | 34 | 3,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16 304 295 | 4,97 | 400 106 | 9,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 849 | 21 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 204 | 5 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 21 630 | 0,06 | 531 | 3,92 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 013 | 24,86 | 344 | 29,92 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 858 364 | 3,74 | 21 382 | 16,30 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 34 153 | 14,52 | 838 | 19,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 174 624 | 14,78 | 4 285 | 19,29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 77 951 | 37,31 | 1 913 | 42,69 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 952 | 7,48 | 293 | 11,83 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 50 504 | 1 239 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 20 508 | 503 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 98 187 | 2 410 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 378 479 | 2,86 | 9 288 | 6,91 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10 552 | 0,45 | 259 | 4,03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 592 613 | 7,77 | 63 623 | 12,01 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2 391 | 59 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 396 569 | 24 845,42 | 83 352 | 25 866,04 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3 755 197 | 0,93 | 88 660 | 0,63 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 105 | 1 696 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 213 | 0,47 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 807 | 118 | ||||||
| 2025-07-16 | 13F | Novem Group | 113 080 | 5,93 | 2 775 | 10,08 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 638 802 | 29,33 | 15 676 | 34,42 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 107 465 | 2 637 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 435 332 | 21,20 | 84 303 | 25,98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 357 | 1 506 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 198 | 16,85 | 54 | 20,45 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 12 729 | 15,46 | 312 | 20,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 51 988 | 28,38 | 1 276 | 33,37 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 490 | 600,00 | 12 | −87,21 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 420 | 19,66 | 10 | 25,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 316 117 | 22,17 | 7 729 | 27,77 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 656 846 | 1,33 | 16 119 | 5,32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 373 027 | 9 154 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38 538 | 4,66 | 946 | 8,75 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 407 740 | 4,06 | 10 006 | 8,16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 107 688 | 5,69 | 2 643 | 9,85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 409 622 | 0,00 | 10 052 | 3,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 828 | 266 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 289 320 | 0,26 | 7 100 | 4,20 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 145 897 | 36,20 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 402 617 | 16,07 | 10 | 12,50 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138 500 | 22,63 | 3 399 | 27,46 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10 540 | 259 | ||||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1 469 002 | 1,29 | 36 049 | 5,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 60 505 | 6,77 | 1 485 | 10,91 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 151 487 | 3 717 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3 490 978 | 120,62 | 85 669 | 129,30 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 11 698 | 8,39 | 287 | 12,99 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 486 793 | 8,33 | 11 946 | 12,59 | ||||
| 2025-07-15 | 13F | Maseco Llp | 87 719 | 2 153 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 29 888 | 9,62 | 733 | 14,00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 46 859 | 8,24 | 1 150 | 12,43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 189 486 | 0,09 | 4 650 | 4,03 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 19 076 | 9 985 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 500 | 0,54 | 37 | 2,86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 87 061 | 769,39 | 2 136 | 805,08 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 403 514 | 2,04 | 9 902 | 6,06 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 455 788 | 29,97 | 11 185 | 35,10 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2 586 | 63 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 53 068 | 0,44 | 1 302 | 4,41 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21 788 | 2,58 | 535 | 6,59 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 332 021 | 0,79 | 8 148 | 4,76 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 35 903 | 0,10 | 890 | 10,56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18 304 | 0,38 | 449 | 4,42 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 415 763 | 4,50 | 10 203 | 8,61 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 74 893 | 1 838 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 19 552 | 15,23 | 480 | 19,75 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 8 888 | 0,01 | 218 | 4,31 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 124 189 | 10,10 | 3 048 | 14,42 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21 404 | 14,00 | 525 | 18,51 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 123 610 | 6,73 | 3 033 | 10,94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 113 872 | 4,50 | 199 151 | 8,63 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 61 358 | 2,46 | 1 506 | 6,51 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 958 783 | 5,30 | 23 529 | 9,44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 22 761 | 559 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 873 902 | 7,71 | 21 446 | 11,96 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 188 | 1,37 | 78 | 5,41 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20 177 | 11,22 | 495 | 15,65 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 335 309 | 4,28 | 8 228 | 8,39 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 24 972 | 613 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 34 805 | 4,26 | 854 | 8,38 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 24 760 | 0,44 | 608 | 4,30 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 821 721 | 5,45 | 191 945 | 9,61 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 24 076 | 0,44 | 591 | 4,42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 349 | 12,75 | 647 | 17,24 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 56 929 | 7,10 | 1 397 | 11,40 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10 228 | 251 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 29 139 | 45,82 | 715 | 51,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35 432 | 59,86 | 869 | 66,16 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 101 947 | 1,62 | 2 502 | 5,62 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 29 169 | 0,36 | 716 | 4,23 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 45 298 | 1,47 | 1 112 | 5,41 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 43 078 | 1 057 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 159 358 | 3,23 | 3 911 | 8,34 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 24 540 | 69,01 | 602 | 76,02 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 35 626 | 0,44 | 874 | 4,42 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 6 060 172 | 0,09 | 148 717 | 4,03 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 144 | 1,41 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 574 387 | 664,54 | 14 095 | 694,98 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 622 | 0,24 | 113 | 4,63 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16 680 | 2,89 | 409 | 7,07 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 7 277 | 0,44 | 179 | 4,09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29 833 | 3,23 | 732 | 7,33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 36 067 | 16,68 | 885 | 21,40 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 407 571 | 41,19 | 10 | 66,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 173 319 | 12,47 | 4 253 | 21,86 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 584 927 | 8,10 | 14 354 | 12,36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 809 | 142,17 | 45 | 164,71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 281 108 | 1,53 | 6 899 | 5,52 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8 295 | 204 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 38 161 | 32,90 | 936 | 38,26 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57 800 | 549,44 | 1 418 | 575,24 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 31 692 | 0,44 | 778 | 4,44 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21 625 | 531 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 915 | 26,70 | 292 | 31,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 072 | 0,57 | 517 | 4,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 114 263 | 9,90 | 2 804 | 14,26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 141 | 0 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 174 270 | 2,92 | 4 277 | 6,98 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 25 314 | 49,81 | 621 | 56,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 312 | 155 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 432 | 81 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27 036 | 14,78 | 663 | 19,24 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 312 | 11,15 | 149 | 11,19 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 247 442 | 3,23 | 6 072 | 7,30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 263 975 | 0,20 | 6 478 | 4,13 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 112 | 52 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8 217 | 202 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 321 791 | 4,85 | 32 437 | 8,97 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 95 658 | 3,53 | 2 347 | 7,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83 483 | 76,40 | 2 049 | 83,35 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 50 431 | 0,03 | 1 238 | 3,95 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 19 252 | 472 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44 652 | 74,75 | 1 096 | 81,59 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 594 851 | 0,74 | 14 598 | 4,71 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 42 844 | 14,58 | 1 051 | 32,87 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 953 178 | 127,28 | 72 471 | 136,24 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 118 721 | 31,41 | 2 913 | 36,63 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 10 872 | 267 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34 803 | 127,44 | 854 | 136,57 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 850 958 | 2,58 | 45 422 | 6,62 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 334 201 | 2,36 | 57 281 | 6,40 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 294 | 1,37 | 1 054 | 14,46 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 13 488 | 0,22 | 331 | 4,10 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 85 158 | 33,84 | 2 090 | 39,08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 691 363 | 137,81 | 16 966 | 146,46 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 87 | 1,16 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 9 254 | 227 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11 683 | 287 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 22 813 | 45,07 | 560 | 50,67 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6 898 | 51,14 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 556 | 25,96 | 357 | 31,25 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 63 933 | 6 796,76 | 1 569 | 8,59 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 17 039 | 6 798,38 | 418 | 8 260,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 093 | 0,53 | 689 | 4,55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 106 | −15,87 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 501 777 | 0,41 | 12 554 | 6,41 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 132 037 | 6,12 | 3 240 | 10,32 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 1 575 697 | 9,33 | 38 668 | 13,63 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 649 671 | 9,06 | 15 943 | 13,35 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 38 095 | 1 071,07 | 932 | 1 125,00 |
