Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF inkluderer McGuire Investment Group, LLC, Atlantic Union Bankshares Corp, Merit Financial Group, LLC, Greenline Partners, LLC, Hancock Whitney Corp, Cornerstone Planning, LLC, Beese Fulmer Investment Management, Inc., Tfo-tdc, Llc, Sequoia Financial Advisors, LLC, Pure Financial Advisors, Inc., Curbstone Financial Management Corp, L.m. Kohn & Company, Woodley Farra Manion Portfolio Management Inc, Congress Wealth Management LLC / DE /, Beacon Financial Planning, Inc, Adviser Investments LLC, McIlrath & Eck, LLC, MTM Investment Management, LLC, Assetmark, Inc, og Choate Investment Advisors .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spinnaker Trust | 441 217 | 2,52 | 10 700 | 2,69 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 49 540 | 4,83 | 1 201 | 4,98 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 000 | 48 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 124 753 | 11,40 | 3 025 | 11,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21 265 | −7,17 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 755 765 | 24,23 | 66 717 | 24,95 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 207 274 | 25,01 | 5 018 | 25,76 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 48 494 | 127,11 | 1 176 | 127,71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14 477 | 0,03 | 351 | 0,29 | ||||
| 2025-08-04 | 13F | Balentine LLC | 79 197 | 0,54 | 1 921 | 0,68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 75 034 | 38,96 | 1 820 | 39,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 269 511 | 2,14 | 103 536 | 2,30 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 221 950 | 3,80 | 5 382 | 3,98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79 824 | 1 936 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156 274 | 3,18 | 3 790 | 3,36 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 58 050 | 11,91 | 1 408 | 12,11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30 243 | 16,06 | 732 | 16,19 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 81 985 | 4,85 | 1 988 | 5,07 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 7 195 | 47,08 | 174 | 47,46 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 109 080 | 10,54 | 2 645 | 10,72 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 203 | |||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 477 188 | 6,66 | 60 072 | 6,84 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 161 643 | 13,24 | 3 920 | 13,43 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136 289 | 6,21 | 3 305 | 6,37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 406 620 | 20,05 | 34 111 | 20,25 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27 519 | 0,24 | 667 | 0,45 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 507 | 0,13 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 104 993 | 22,02 | 2 546 | 22,23 | ||||
| 2025-07-02 | 13F | InvesTrust | 335 380 | 0,17 | 8 133 | 0,32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 368 | 9 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 77 630 | 15,88 | 1 883 | 16,10 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 186 732 | 0,52 | 4 528 | 0,69 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 174 569 | 14,68 | 4 233 | 14,87 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 257 | 0,78 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 16 481 | 400 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 34 707 | 50,06 | 842 | 50,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20 204 | 20,08 | 490 | 20,15 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 58 760 | 13,47 | 1 425 | 13,65 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 610 840 | 32,43 | 14 804 | 32,56 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 30 926 | 5,59 | 747 | 5,36 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 62 756 | 2,46 | 1 522 | 2,63 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 76 953 | 0,04 | 1 866 | 0,21 | ||||
| 2025-08-01 | 13F | First National Trust Co | 310 075 | 0,90 | 7 519 | 1,06 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 53 240 | 0,07 | 1 291 | 0,23 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 83 728 | 0,38 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 315 524 | 1,86 | 7 651 | 2,11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 684 433 | 12,71 | 16 598 | 12,90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 413 | 10 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10 408 | 0,11 | 252 | 0,40 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 238 140 | 2,57 | 5 775 | 2,74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 27 689 | 21,36 | 671 | 21,56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 310 081 | 1,11 | 7 520 | 1,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 054 259 | 0,73 | 26 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 468 791 | 2,02 | 11 368 | 2,19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 56 566 | 2,74 | 1 369 | 2,78 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 142 063 | 2,27 | 3 445 | 2,47 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 6 225 | −2,34 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 688 575 | 1,35 | 16 698 | 1,52 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12 899 | 1,06 | 313 | 0,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 843 | 13,80 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 28 642 | 8,93 | 695 | 9,12 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 45 104 | 48,37 | 1 094 | 48,71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 286 | 345,86 | 80 | 364,71 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 160 582 | 15,69 | 3 888 | 16,34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 588 771 | 6,27 | 14 278 | 6,45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 987 | 61,97 | 121 | 62,16 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 81 214 | 15,95 | 1 966 | 16,61 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 233 935 | 10,01 | 5 673 | 10,18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 18 941 | 2,24 | 459 | 2,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 836 590 | 10,98 | 20 287 | 11,17 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 61 728 | 35,89 | 1 497 | 36,12 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 67 573 | 95,72 | 1 639 | 96,17 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 803 | 19 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 91 613 | 1,36 | 2 218 | 1,93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228 020 | 2,67 | 6 | 0,00 | ||||
| 2025-07-16 | 13F | Novem Group | 537 528 | 3,79 | 13 035 | 3,96 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 29 760 | 14,09 | 722 | 14,26 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 178 034 | 4 317 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 771 761 | 18 715 | 14,87 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 24 392 | 41,50 | 592 | 41,73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 183 954 | 73,07 | 4 461 | 73,38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 64 047 | 90,29 | 2 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 123 845 | 17,01 | 3 003 | 17,21 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 152 633 | 0,48 | 3 701 | 0,65 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 186 724 | 4,62 | 4 515 | 4,78 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60 311 | 5,12 | 1 463 | 5,26 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104 799 | 2,90 | 2 541 | 3,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 623 466 | 9,55 | 63 619 | 9,74 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 40 383 | 979 | −14,27 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 63 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 913 | 71 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 800 | 19 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 217 | 0,46 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 080 952 | 0,95 | 26 213 | 1,12 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22 635 | 1,28 | 549 | 1,29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17 368 | 421 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 515 | 2,79 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 236 100 | 3,48 | 29 975 | 3,66 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21 571 | 1,06 | 523 | 1,36 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 165 825 | 17,91 | 4 021 | 18,13 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1 753 402 | 0,48 | 42 520 | 0,65 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 67 580 | 0,33 | 1 639 | 0,49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 801 | 262 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10 094 | 0,06 | 244 | 0,41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 231 | 30 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 170 879 | 0,72 | 4 139 | 0,75 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 52 156 | 4,75 | 1 263 | 5,34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 231 762 | 5 620 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 71 073 | 6,25 | 1 719 | 6,18 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 135 267 | 4,54 | 27 530 | 4,71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 73 958 | 1 793 | −4,93 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 268 | 6 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 184 146 | 4 466 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55 000 | 5,55 | 1 334 | 5,71 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 300 843 | 7 295 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 556 889 | 0,61 | 13 505 | 0,78 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 122 702 | 41,84 | 2 976 | 42,07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193 940 | 28,61 | 4 703 | 28,85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 31 833 | 0,03 | 772 | 0,13 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 224 | 3,23 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 12 864 | 312 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 328 427 | 14,69 | 7 964 | 14,89 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 17 338 | 420 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 44 980 | 91,65 | 1 091 | 91,90 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 24 050 | 583 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 249 673 | 6 055 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 064 | 13,16 | 317 | 13,26 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 673 805 | 0,30 | 16 340 | 0,46 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 103 708 | 13,60 | 2 515 | 13,76 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 076 | 2,05 | 560 | 2,19 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254 196 | 3,10 | 6 164 | 3,27 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 275 397 | 0,62 | 6 678 | 0,78 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 6 014 772 | 2 340,99 | 248 | −95,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 414 | 196,66 | 131 | 197,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 107 124 | 3,26 | 2 598 | 3,42 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121 758 | 1,51 | 2 953 | 1,69 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 114 946 | 2,65 | 2 787 | 2,80 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 14 225 | 345 | 23,30 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 933 | 0,69 | 338 | 0,90 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 603 | |||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 329 | −1,34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 910 616 | 10,98 | 70 582 | 11,17 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 81 920 | 3,08 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23 807 | 6,53 | 577 | 6,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 621 | 15 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 710 809 | 21,36 | 41 487 | 21,56 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 193 | 0 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8 277 | 201 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 591 | 0,45 | 305 | 0,66 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 152 663 | 3 675 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 255 | 0,16 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 11 989 | 1,78 | 291 | 1,75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 691 | 0,03 | 235 | 0,86 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 570 852 | 12,86 | 13 843 | 13,05 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 142 117 | 3 446 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 55 189 | 59,71 | 1 338 | 60,05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 041 | 40,98 | 74 | 40,38 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67 925 | 14,19 | 1 647 | 14,38 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 39 422 | 1,03 | 956 | 1,17 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1 061 738 | 2,01 | 25 747 | 2,18 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 325 063 | 2,11 | 32 133 | 2,28 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 30 555 | 191,92 | 741 | 192,49 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76 039 | 13,99 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 9 308 | 226 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 186 814 | 4,15 | 4 530 | 4,33 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 13 722 | 7,12 | 333 | 7,44 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 264 169 | 16,82 | 6 406 | 17,03 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 22 772 | 0,01 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 63 705 | 0,40 | 1 545 | 0,52 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 12 602 | 11,48 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 50 008 | 1,13 | 1 213 | 1,25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 574 305 | 3,48 | 13 927 | 3,65 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 520 027 | 12 611 | −17,67 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 27 152 | 658 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 222 | −23,19 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2 400 | 58 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 410 121 | 3,52 | 9 945 | 3,69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 245 963 | 3,68 | 5 955 | 4,27 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 131 761 | 2,68 | 3 195 | 2,87 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 40 092 | 0,07 | 972 | 0,31 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 127 195 | 12,38 | 3 084 | 12,55 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16 754 | 2,53 | 406 | 2,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 251 983 | 0,44 | 6 111 | 0,59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14 184 | 0,04 | 344 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 219 505 | 7,70 | 5 323 | 7,86 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 163 | 0,88 | 125 | 1,63 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 28 433 | 0,30 | 689 | 0,44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 235 185 | 2,19 | 5 703 | 2,35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 166 410 | 7,20 | 4 035 | 7,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 755 162 | 9,53 | 18 313 | 9,71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 166 | 38,25 | 368 | 38,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 723 145 | 19,91 | 17 536 | 20,11 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 97 075 | 2 354 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 48 109 | 2,45 | 1 167 | 2,64 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 621 930 | 324,14 | 15 082 | 324,82 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9 980 | 0,35 | 242 | 1,26 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24 460 | 0,17 | 593 | 0,34 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 70 952 | 1,46 | 1 713 | 1,54 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 148 846 | 2,34 | 3 610 | 2,50 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 2 932 | 183,29 | 71 | 184,00 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 185 677 | 4 503 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 33 252 | 2,62 | 806 | 2,81 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13 389 | 1,06 | 325 | 1,25 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 500 009 | 5,15 | 60 625 | 5,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 821 416 | 9,63 | 68 419 | 9,81 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 190 619 | 32,74 | 4 623 | 32,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 325 701 | 2,03 | 7 898 | 2,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 759 301 | 116,02 | 18 352 | 115,68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 41 020 | 0,29 | 995 | 0,40 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 091 935 | 6,88 | 26 479 | 7,06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27 569 | 3,87 | 669 | 4,05 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 345 | 2,74 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178 281 | 21,98 | 4 323 | 22,19 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 53 421 | 0,72 | 1 295 | 0,86 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18 345 | 2,70 | 445 | 2,78 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 77 532 | 13,50 | 1 880 | 13,73 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 84 492 | 13,67 | 2 049 | 13,84 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 106 305 | 13,17 | 2 578 | 13,32 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165 711 | 34,20 | 4 018 | 34,43 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 011 | 31,85 | 97 | 32,88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 53 582 | 10,60 | 1 299 | 10,84 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 48 894 | 8,01 | 1 186 | 8,22 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 300 320 | 0,84 | 7 | 0,00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 453 905 | 1,61 | 11 007 | 1,78 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 20 581 | 4,96 | 499 | 5,27 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 23 789 | 4,55 | 577 | 4,73 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 57 814 | 0,56 | 1 402 | 0,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 876 | 21 | ||||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 12 100 | 4,31 | 293 | 4,64 | ||||
| 2025-07-31 | 13F | United Community Bank | 4 082 | 32,96 | 99 | 32,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 333 | 1,21 | 323 | 1,57 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 64 700 | 17,64 | 1 569 | 17,81 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 129 662 | 2,84 | 27 394 | 3,02 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 293 | 2,56 | 1 098 | 2,71 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74 555 | 38,46 | 1 806 | 38,74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 230 443 | 9,90 | 5 588 | 10,09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 345 761 | 22,61 | 8 385 | 22,81 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 56 086 | 17,56 | 1 360 | 17,75 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 391 583 | 7,43 | 9 496 | 7,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24 605 | 32,70 | 597 | 33,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16 964 | 6,08 | 411 | 7,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 974 530 | 0,14 | 217 632 | 0,31 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 38 602 | 10,96 | 933 | 10,81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 485 281 | 9,32 | 11 768 | 10,15 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 143 302 | 206,04 | 3 475 | 206,71 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 937 560 | 15,58 | 22 736 | 15,78 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44 851 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 63 902 | 43,63 | 1 549 | 43,87 |
