Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF inkluderer Bank of New York Mellon Corp, Adviser Investments LLC, Private Capital Management Llc, Investment Planning Advisors, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Lifelong Wealth Advisors, Inc., Alaska Permanent Capital Management, Capital A Wealth Management, LLC, Bradley Foster & Sargent Inc/ct, RFG Advisory, LLC, Coordinated Financial Services, Inc./CO, BLVD Private Wealth, LLC, Kingstone Capital Partners Texas, LLC, IFG Advisory, LLC, Kovitz Investment Group Partners, LLC, Hicks Capital Management Llc, Paul Damon & Associates, Inc., Prime Capital Investment Advisors, LLC, YHB Investment Advisors, Inc., og Allegheny Financial Group LTD .
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 | Semus Wealth Partners LLC | 18 980 | 3,06 | 1 188 | 8,01 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5 350 | 42,67 | 335 | 49,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254 894 | 7,33 | 15 951 | 12,55 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 163 590 | 14,19 | 135 397 | 19,74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6 219 | 2,07 | 389 | 7,16 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 132 739 | 8 307 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 472 | 92 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 897 | 244 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 35 474 | 2 220 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 209 635 | 8,24 | 13 119 | 13,50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28 629 | 18,76 | 1 792 | 24,55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12 460 | 81,69 | 780 | 90,46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 736 | 1 736 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 077 | 8 361,67 | 318 | 10 466,67 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 142 | 5,66 | 572 | 10,85 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 70 515 | 1,05 | 4 413 | 5,96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 97 960 | 20,25 | 6 130 | 26,11 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44 273 | 1,28 | 2 771 | 6,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 603 | 210,40 | 1 102 | 225,74 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14 324 | 896 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3 300 | 207 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38 066 | 12,66 | 2 382 | 18,15 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 105 | 257 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 156 | 16,17 | 886 | 21,73 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 39 555 | 0,01 | 2 475 | 4,92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 27 435 | 28,10 | 1 717 | 34,27 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 310 | 1 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113 119 | 17,29 | 7 079 | 22,99 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5 730 | 359 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 8 116 | 13,69 | 508 | 19,01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 498 016 | 93 746 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89 163 | 5 321 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 269 187 | 5,66 | 16 846 | 10,79 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 140 | 30,44 | 384 | 37,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 893 | 24,37 | 56 | 30,95 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7 000 | 438 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5 745 | 3,63 | 360 | 8,79 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16 905 | 35,07 | 1 058 | 41,69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5 893 | 14,87 | 369 | 15,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49 769 | 378,87 | 3 113 | 459,71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 743 | 547 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 677 251 | 24,88 | 104 962 | 30,95 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 60 286 | 20,39 | 3 773 | 26,24 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 47 790 | 375,52 | 2 991 | 399,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 182 588 | 54,84 | 11 426 | 62,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 539 | 96 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10 705 | 670 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35 500 | 2 222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425 936 | 5,14 | 26 655 | 10,25 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 203 442 | 12 731 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 26 017 | 297,39 | 1 628 | 317,44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 63 118 | 8,62 | 3 950 | 13,90 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 171 625 | 0,68 | 10 740 | 5,57 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143 055 | 6,28 | 8 952 | 11,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 682 | 8,03 | 481 | 13,21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8 836 | 60,04 | 553 | 67,78 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 14 795 | 926 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 56 962 | 0,69 | 3 565 | 5,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 839 | 47,50 | 3 432 | 54,69 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 14 000 | 5,62 | 876 | 10,75 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4 108 | 0,17 | 257 | 5,33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 22 284 | 36,83 | 1 395 | 43,56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 850 | 992 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 851 | 4,41 | 750 | 10,78 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 190 694 | 4,38 | 11 934 | 9,45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13 442 | 841 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 41 238 | 166,90 | 2 581 | 169,31 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 473 | 30 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 022 | 1,96 | 2 067 | 6,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 456 905 | 6,74 | 29 | 12,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 831 | 12,56 | 1 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10 134 | 21,88 | 634 | 27,82 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 5 457 | 341 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 358 332 | 46,27 | 22 424 | 53,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 675 | 7,11 | 731 | 12,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 008 402 | 1,06 | 188 270 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263 510 | 13,00 | 16 491 | 18,49 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 194 | 138,80 | 75 | 155,17 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 267 931 | 16 767 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 215 388 | 84,48 | 13 638 | 95,75 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 763 | 100,85 | 548 | 110,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 324 | 709 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 527 | 6,89 | 471 | 12,14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 481 | 19,81 | 468 | 25,81 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 78 491 | 120,14 | 4 912 | 130,89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 909 | 7 854,17 | 119 | 11 800,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 111 | 132 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36 181 | 2 159 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 447 | 440,97 | 1 154 | 468,47 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 373 | 0,16 | 899 | 5,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73 096 | 46,68 | 4 574 | 53,80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 097 | 105,49 | 1 445 | 115,67 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18 258 | 4,52 | 1 143 | 9,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 842 | 680,51 | 115 | 721,43 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 112 858 | 9,00 | 7 063 | 14,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 71 269 | 3,73 | 4 460 | 8,78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12 549 | 785 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 148 616 | 0,96 | 9 300 | 5,87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 283 | 28 200,00 | 18 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 242 683 | 9,51 | 15 187 | 14,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 35 751 | 63,33 | 2 134 | 57,18 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 20 003 | 30,32 | 1 252 | 36,68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169 089 | 10 582 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 208 109 | 41,51 | 13 023 | 48,39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 248 | 4,62 | 454 | 9,69 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 84 270 | 19,96 | 5 274 | 25,79 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 25 441 | 2 266,60 | 1 592 | 2 387,50 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 116 202 | 7 271 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 530 | 221 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 312 | 192,55 | 583 | 207,94 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 4 668 | 292 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 226 122 | 4,43 | 14 151 | 9,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 160 | 698 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 873 399 | 54 657 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 628 | 290 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 76 051 | 14,58 | 4 539 | 10,23 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 976 253 | 6,60 | 61 094 | 11,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 545 | 17,73 | 535 | 23,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27 795 | 216,03 | 1 739 | 231,87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 319 356 | 1,82 | 19 985 | 6,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39 075 | 2 445 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 669 | 0,14 | 219 | −3,96 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 42 531 | 3,23 | 2 662 | 8,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 50 736 | 15,64 | 3 175 | 21,28 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 189 205 | 4,59 | 11 840 | 9,67 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 786 491 | 0,49 | 49 219 | 5,37 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 79 662 | 4 985 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14 240 | 6,13 | 891 | 11,38 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11 777 | 737 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 754 | 924,57 | 298 | 1 000,00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 136 356 | 7,87 | 8 533 | 13,11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 46,91 | 28 | 55,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59 992 | 3 754 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 175 | 11 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67 367 | 2,11 | 4 216 | 7,06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6 804 | 31,76 | 426 | 37,99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 66 231 | 1,40 | 4 145 | 6,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47 108 | 16,83 | 2 948 | 22,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 910 | 6 068,47 | 2 498 | 6 471,05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 151 593 | 141,93 | 9 487 | 153,70 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 36 638 | 6,59 | 2 293 | 11,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4 897 | 63,23 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 819 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56 679 | 9,77 | 3 547 | 15,09 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 6 989 | 0,07 | 437 | 6,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 595 | 355,71 | 100 | 395,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1 071 012 | 1,48 | 67 024 | 6,41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 103 617 | 12,49 | 6 484 | 17,96 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48 376 | 108,87 | 3 027 | 119,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73 108 | 335,17 | 4 575 | 357,04 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 30 652 | 8,96 | 1 918 | 14,30 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 848 | 679 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 513 | 34,70 | 971 | 41,19 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 409 | 0,25 | 26 | 4,17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 26 720 | 16,46 | 1 696 | 23,81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 760 | 492 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 31 663 | 26,96 | 1 981 | 33,13 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 190 788 | 70,79 | 11 940 | 79,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 349 | 49,11 | 210 | 55,97 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117 767 | 7,94 | 7 445 | 14,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 785 | 2 490 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 15 545 | 3,50 | 973 | 8,48 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 13 839 | 1,35 | 866 | 6,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 708 | 8,24 | 482 | 9,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 566 323 | 14,48 | 160 517 | 19,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 270 280 | 81,46 | 16 914 | 90,27 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 298 | 144 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 83 999 | 9,81 | 5 257 | 15,14 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 135 947 | 8 508 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 105 657 | 6,42 | 6 612 | 11,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 150 | 9 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 143 068 | 25,12 | 9 | 33,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 22 284 | 27,12 | 1 395 | 26,73 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 39 388 | 580,28 | 2 465 | 614,20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20 757 | 9,84 | 1 299 | 15,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 813 641 | 293,67 | 113 498 | 312,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82 689 | 4,13 | 5 175 | 9,18 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4 764 | 26,97 | 298 | 33,63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 68 279 | 8,66 | 4 273 | 13,95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 229 193 | 50,48 | 76 923 | 57,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 932 | 46,77 | 434 | 54,09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 59 640 | 5,59 | 3 732 | 10,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189 967 | 4,10 | 11 888 | 9,16 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 30 538 | 21,12 | 1 911 | 27,06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 55 483 | 33,80 | 3 477 | 40,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 114 697 | 166,56 | 7 178 | 179,59 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20 230 | 3,40 | 1 266 | 8,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23 451 | 260,95 | 1 468 | 279,07 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32 396 | 2 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 890 | 243 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 76 084 | 73,77 | 4 760 | 82,13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 760 | 4,62 | 5 555 | 9,70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 64 725 | 2,88 | 4 050 | 7,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 591 028 | 9,66 | 99 566 | 14,98 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6 436 | 403 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5 839 | 365 | ||||||
| 2025-07-31 | 13F | United Community Bank | 175 | 11 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 9 611 | 24,96 | 601 | 31,22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 225 144 | 13 184 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 777 086 | 26,57 | 111 868 | 33,50 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 497 | 40,79 | 31 | 47,62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 684 | 13,02 | 481 | 18,52 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 589 884 | 1,95 | 36 915 | 11,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 118 | 3,47 | 383 | 8,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 392 954 | 22,17 | 149 751 | 28,10 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102 675 | 251,34 | 6 425 | 268,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 694 694 | 3,44 | 43 474 | 8,46 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4 518 | 283 |
