Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares International Select Dividend ETF inkluderer XCOR - FundX ETF, Gimbal Financial, Marks Wealth, LLC, Meritage Portfolio Management, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Enclave Advisors LLC, bLong Financial, LLC, EWG Elevate Inc., Sovran Advisors, LLC, XRLX - FundX Conservative ETF, Gallagher Capital Advisors, LLC, XNAV - FundX Aggressive ETF, Kingstone Capital Partners Texas, LLC, Midwest Trust Co, Concord Asset Management, LLC/VA, CAPROCK Group, Inc., NDOW - Anydrus Advantage ETF, Retireful, LLC, Robertson Stephens Wealth Management, LLC, og Barings Llc .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 432 | 2,37 | 15 | 7,69 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 40 240 | 1 389 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64 147 | 33,81 | 2 214 | 48,82 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 42 170 | 33,15 | 4 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12 285 | 0,89 | 424 | 12,20 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 24 685 | 903 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 066 | 6,59 | 382 | 18,32 | ||||
| 2025-07-17 | 13F | SWS Partners | 10 843 | 0,58 | 374 | 11,98 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 61 923 | 0,91 | 2 137 | 12,24 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 263 912 | 9 108 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6 848 | 1,60 | 236 | 12,92 | ||||
| 2025-07-10 | 13F | Security National Bank | 13 697 | 1,89 | 473 | 13,19 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 7 870 | 272 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 17 360 | 0,07 | 599 | 11,34 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 273 | 9,00 | 355 | 21,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 698 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 079 | 3,72 | 244 | 15,64 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 309 264 | 31,89 | 10 673 | 46,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109 284 | 14,22 | 4 | 50,00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 19 756 | 682 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33 634 | 9,11 | 1 161 | 21,34 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21 062 | 2,83 | 727 | 14,33 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1 094 | 2,34 | 38 | 12,12 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 36 124 | 13,08 | 1 264 | 27,58 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 6 353 | 219 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 368 174 | 27,42 | 12 706 | 41,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 379 | 135,12 | 989 | 164,44 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 126 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 622 | 10,53 | 337 | 39,83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 182 442 | 1,22 | 6 296 | 12,61 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 18 756 | 6,88 | 647 | 18,93 | ||||
| 2025-08-04 | 13F | Balentine LLC | 64 150 | 4,33 | 2 214 | 16,05 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7 560 | 7,51 | 261 | 19,27 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 416 | 106,97 | 14 | 133,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7 678 | 0,34 | 265 | 11,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 756 009 | 31,28 | 26 090 | 46,05 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 220 | 215 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 246 532 | 1,60 | 8 508 | 13,03 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 388 424 | 13 405 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23 100 | 38,32 | 797 | 53,86 | |||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 031 | 0,40 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | 9,09 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 6 230 | 215 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 53 532 | 26,32 | 1 847 | 40,56 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 8 560 | 1,54 | 295 | 28,26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 67 193 | 2,88 | 2 319 | 14,47 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 63 | 2 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 600 | 21 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6 106 | 211 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 71 829 | 2 479 | ||||||
| 2025-07-10 | 13F | Stolper Co | 36 691 | 0,10 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 10 482 | 2,17 | 362 | 13,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 355 | 66,87 | 47 | 84,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 536 | 13,74 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 43 125 | 1 488 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 24 991 | 1,38 | 862 | 12,83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 534 | 156 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 089 | 26,44 | 452 | 40,50 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 155 640 | 2,38 | 5 371 | 13,91 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7 152 | 5,86 | 247 | 17,70 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 229 452 | 12,03 | 7 918 | 24,63 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 73 559 | 232,00 | 2 539 | 269,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 625 868 | 31,78 | 56 109 | 46,60 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 10 210 | 16,74 | 352 | 29,89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 884 | 14,66 | 31 | 25,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6 223 | 215 | ||||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 19 358 | 33,92 | 668 | 49,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 148 314 | 2,58 | 5 118 | 14,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 834 900 | 5,65 | 97 832 | 17,54 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 746 664 | 3,07 | 25 767 | 14,67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 196 702 | 12,33 | 6 788 | 24,96 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19 365 | 4,82 | 668 | 16,58 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 000 | 69 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 707 | 90,46 | 715 | 111,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 670 913 | 21,72 | 22 870 | 33,73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 919 999 | 11,16 | 66 259 | 23,66 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 148 556 | 5,00 | 5 127 | 16,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 407 | 2,26 | 14 | 16,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 732 843 | 77,79 | 25 | 108,33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 89 553 | 2,25 | 3 091 | 13,77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 185 853 | 460,24 | 6 414 | 523,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84 395 | 4 521,85 | 2 913 | 5 100,00 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 29 784 | 2,06 | 1 028 | 13,48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 219 804 | 23,56 | 7 579 | 36,54 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 59 077 | 0,59 | 2 039 | 11,92 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68 056 | 7,70 | 2 349 | 19,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 376 | 22,76 | 220 | 36,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 | 33,33 | 3 | 50,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 67 014 | 2 333 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 24 126 | 833 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 81 586 | 124,45 | 2 816 | 149,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 897 | 56,89 | 756 | 74,77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 331 | 3,86 | 357 | 15,58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3 280 | 113 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 490 | 120,71 | 845 | 145,64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 861 | 168 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 109 | 1,87 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 689 | 58 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 39 737 | 2,43 | 1 371 | 13,97 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 13 006 | 39,56 | 449 | 55,02 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 46 205 | 72,43 | 1 595 | 91,82 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33 217 | 32,87 | 1 146 | 47,87 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 11 925 | 0,45 | 412 | 11,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 504 393 | 10,54 | 17 407 | 22,98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17 715 | 9,93 | 612 | 22,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 627 | 155,89 | 884 | 185,16 | ||||
| 2025-08-12 | 13F | Barings Llc | 25 989 | 897 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 529 934 | 3,20 | 18 288 | 14,82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74 645 | 2,12 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 425 924 | 19,51 | 14 699 | 32,19 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 38 576 | 7,23 | 1 331 | 19,37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 154 | 5 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 222 794 | 0,68 | 7 689 | 12,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 729 | 0,01 | 474 | 11,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 058 | 0,13 | 382 | 11,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 402 310 | 11,21 | 48 394 | 23,73 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1 232 000 | 37,19 | 42 516 | 52,63 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 37 345 | 3,61 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 9 880 | 100,00 | 341 | 122,22 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 015 | 1,28 | 104 | 13,04 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 371 470 | 12 819 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 31 250 | 2,84 | 1 078 | 14,44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 826 | 11,60 | 543 | −1,63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 054 | 2,09 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55 788 | 1,82 | 1 925 | 13,30 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 314 135 | 2,96 | 10 841 | 14,54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 141 109 | 15,02 | 39 380 | 27,96 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 44 582 | 0,01 | 1 539 | 11,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 759 213 | 39,67 | 129 730 | 55,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 135 | 418 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 688 | 32,25 | 3 164 | 47,16 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7 532 | 14,89 | 260 | 27,59 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 30 993 | 76,32 | 1 070 | 96,15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10 962 | 378 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 947 824 | 1,12 | 137 315 | 13,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 126 465 | 33,76 | 4 364 | 48,84 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 13 463 | 0,18 | 465 | 11,54 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 65 790 | 0,05 | 2 270 | 11,33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 19 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 321 222 | 11 085 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 21 641 | 747 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 39 374 | 4,08 | 1 359 | 15,77 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 300 | 217 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 100 | 38 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 26 383 | 910 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 17 147 | 14,43 | 592 | 27,37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 113 032 | 4,87 | 3 901 | 16,66 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 6 264 | 216 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 8 500 | 293 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 794 652 | 0,63 | 165 458 | 11,95 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 140 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16 600 | 573 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11 938 | 11,14 | 412 | 23,42 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8 973 | 3,38 | 310 | 14,87 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18 974 | 1,09 | 655 | 12,37 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 975 | 7,08 | 793 | 19,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 363 566 | 45,46 | 12 547 | 61,82 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11 409 | 0,51 | 394 | 11,65 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 41 332 | 147,08 | 1 426 | 175,29 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 97 619 | 0,39 | 3 369 | 11,67 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 110 876 | 3 826 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 975 | 21,79 | 448 | 35,45 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 636 | 56 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19 308 | 1,10 | 666 | 12,50 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7 174 | 248 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 23 620 | 815 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 124 153 | 4 285 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 80 218 | 2 595,50 | 2 875 | 3 025,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 540 286 | 5,28 | 18 645 | 17,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 351 | 270,58 | 1 323 | 310,87 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 56 210 | 1,12 | 1 940 | 12,47 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 13 517 | 46,54 | 466 | 62,94 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 93 224 | 3 217 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 432 992 | 66,92 | 15 | 75,00 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 14 801 | 1,77 | 511 | 13,08 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 259 | 216 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6 291 | 217 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 161 313 | 20,40 | 5 546 | 32,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35 951 | 52,30 | 1 241 | 69,40 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 30 510 | 1 053 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 442 463 | 210,72 | 15 269 | 245,69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 538 766 | 3,34 | 18 593 | 14,96 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15 021 | 518 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 109 166 | 19,75 | 72 787 | 33,22 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 14 642 | 63,40 | 505 | 82,31 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 86 748 | 2,32 | 2 994 | 13,85 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 24 224 | 79,78 | 836 | 100,24 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 732 | 2,59 | 94 | 27,03 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 121 | 349 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 20 747 | 27,34 | 716 | 41,58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 908 | 20,22 | 376 | 33,81 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6 388 | 220 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 064 | 0,87 | 140 | 12,90 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 47 000 | 1 622 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 50 776 | 6,29 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 80 298 | 12,60 | 2 771 | 25,27 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11 900 | 411 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 008 | 2,34 | 35 | 13,33 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 6 328 | 218 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 049 | 18,57 | 347 | 32,06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 25 883 | 52,25 | 893 | 69,45 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 241 627 | 4,48 | 8 | 14,29 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6 166 | 213 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 23 590 | 814 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 7 491 | 0,89 | 259 | 12,17 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 65 770 | 2 270 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 60 234 | 72,82 | 2 079 | 92,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 883 947 | 5,31 | 30 505 | 17,16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 147 | 5 | ||||||
| 2025-08-27 | NP | XCOR - FundX ETF | 463 440 | 15 993 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16 438 | 51,66 | 567 | 68,75 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 6 507 | 229 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 254 | 0,72 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 255 951 | 1,71 | 8 833 | 13,16 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 114 428 | 3 872 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 987 372 | 15,69 | 34 074 | 28,71 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 8 337 | 288 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47 077 | 10,70 | 1 625 | 23,12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 182 | 5,97 | 179 | 17,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 165 880 | 18,25 | 5 725 | 31,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 017 165 | 0,84 | 242 162 | 12,19 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11 250 | 27,12 | 388 | 41,61 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 40 411 | 4,51 | 1 395 | 16,26 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 899 | 66 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 13 902 | 446,25 | 480 | 514,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 417 221 | 15,84 | 428 518 | 28,87 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 92 477 | 21,58 | 3 191 | 35,27 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8 657 | 299 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 683 | 2,55 | 24 | 15,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 500 | 52 | ||||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 6 290 | 227 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 172 | 75 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 407 938 | 2 535,60 | 14 078 | 2 832,71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 907 986 | 9,23 | 100 370 | 21,54 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 184 141 | 76,24 | 6 355 | 96,05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96 680 | 0,02 | 3 336 | 11,27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 2 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 30 004 | 19,99 | 1 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 12 652 | 2,33 | 437 | 13,84 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7 088 | 245 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 119 250 | 519,48 | 4 115 | 589,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 262 194 | 296,64 | 9 048 | 341,37 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 99 520 | 2,62 | 3 434 | 14,16 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 321 069 | 0,96 | 11 080 | 12,33 | ||||
| 2025-07-29 | 13F | Creekside Partners | 22 341 | 0,54 | 771 | 11,90 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 6 400 | 221 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 50 897 | 1 804 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 749 392 | 25 862 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 594 | 297 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 16 175 | 114,92 | 558 | 139,48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16 690 | 576 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 019 | 0,25 | 139 | 11,29 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 40 240 | 20,74 | 1 389 | 34,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 | 2 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10 225 | 16,34 | 353 | 29,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198 803 | 41,72 | 6 861 | 57,66 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15 614 | 539 | ||||||
| 2025-08-13 | 13F | bLong Financial, LLC | 75 956 | 2 622 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 100 | 3 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14 120 | 487 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 17 697 | 1,00 | 611 | 12,34 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 372 690 | 12 862 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 296 | 2,07 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 219 836 | 7 587 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 544 | 1,38 | 640 | 12,70 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 43 260 | 1 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23 608 | 16,62 | 815 | 29,82 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 57 366 | 0,29 | 1 980 | 11,56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30 925 | 1 067 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 30 510 | 1 053 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 29 117 | 2,22 | 1 005 | 13,70 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 173 562 | 0,73 | 40 499 | 12,06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23 888 | 339,04 | 824 | 390,48 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8 449 522 | 3 243,64 | 242 | −96,91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 249 460 | 173,39 | 8 609 | 204,17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 16 613 | 5,80 | 573 | 17,66 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2 076 | 2,32 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 244 714 | 4,81 | 8 445 | 16,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 45 554 | 8,97 | 1 572 | 21,30 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16 968 | 117,20 | 610 | 146,56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 192 | 0,70 | 248 | 12,22 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7 180 | 248 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 699 | 4,36 | 369 | 16,04 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5 820 | 201 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 75 007 | 3,96 | 2 588 | 15,69 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 16 014 | 2,69 | 553 | 14,29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 98 838 | 3,34 | 3 547 | 19,59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 340 | 25,26 | 840 | 39,37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 208 | 2,10 | 904 | 13,57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79 138 | 15,80 | 2 731 | 28,88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 39 236 | 1 217 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 514 | 654,53 | 1 950 | 740,52 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 97 030 | 28,04 | 3 349 | 61,43 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 14 486 | 17,15 | 500 | 30,29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 137 | 221 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 980 | 44,12 | 34 | 57,14 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6 322 | 218 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42 212 | 8,41 | 1 457 | 20,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 5 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 796 | 235 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 491 273 | 53,19 | 85 974 | 70,43 |
