Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF inkluderer Sona Asset Management (us) Llc, BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A, BCS Private Wealth Management, Inc., Semitam Bonam Llc, Diversify Advisory Services, LLC, Maseco Llp, Nordwand Advisors, LLC, Alpha Financial Partners, LLC, Traub Capital Management LLC, Midwest Trust Co, Quaker Capital Investments, LLC, Founders Grove Wealth Partners, Llc, Modern Wealth Management, LLC, First International Bank of Israel Ltd., SYM FINANCIAL Corp, Gamco Investors, Inc. Et Al, Choate Investment Advisors, waypoint wealth counsel, Umpqua Bank, og Sagespring Wealth Partners, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 3 795 949 | 2,34 | 199 249 | 5,93 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 402 818 | 2,90 | 21 253 | 3,67 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 87 446 | 4 614 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 6 102 | 1,35 | 322 | 1,90 | ||||
| 2025-08-14 | 13F | Betterment LLC | 169 526 | 3,01 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 23 984 | 2,26 | 1 265 | 3,01 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 133 950 | 4,01 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 781 800 | 182,50 | 146 768 | 184,61 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 7 469 | 0,17 | 394 | 1,03 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 867 | 3,92 | 362 | 4,62 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 775 | 1,33 | 516 | 1,98 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 50 805 | 0,63 | 2 680 | 1,36 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 8 402 | 9,90 | 443 | 10,75 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 64 851 | 13,38 | 3 422 | 14,22 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 21 685 | 1 144 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 108 132 | 3,76 | 5 705 | 4,54 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35 432 | 11,52 | 1 869 | 12,39 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 349 | 282 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 557 | 29 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 301 082 | 5,29 | 15 885 | 6,07 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 23 092 774 | 3,45 | 1 218 375 | 4,22 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 16 946 | 894 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 577 | 2,84 | 400 | 3,64 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 779 759 | 1,66 | 41 140 | 2,41 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 95 507 | 147,21 | 5 039 | 149,04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 327 825 | 3,29 | 17 296 | 4,07 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 274 889 | 8,89 | 14 503 | 9,70 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 151 | 8 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 38 985 | 56,76 | 2 057 | 60,00 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 7 719 | 1,94 | 407 | 2,78 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 149 117 | 4,04 | 7 867 | 4,82 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 349 227 | 14,62 | 18 425 | 15,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 48 223 | 2,66 | 2 538 | 3,13 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 501 | 26 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 23 366 | 49,53 | 1 233 | 50,61 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 660 | 23,40 | 193 | 24,52 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 23 432 | 34,13 | 1 230 | 35,35 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 640 | 4,07 | 403 | 4,95 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 59 550 | 6,88 | 3 142 | 7,68 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 515 522 | 11,80 | 27 199 | 12,63 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 1 568 693 | 1,29 | 82 764 | 2,05 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 36 766 | 1,06 | 1 940 | 1,78 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 216 529 | 37,88 | 11 424 | 38,91 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 94 581 | 2,23 | 4 990 | 2,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 260 576 | 474,17 | 13 748 | 478,62 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 52 487 | 2 769 | ||||||
| 2025-07-29 | 13F | Members Capital Advisors Inc | 480 000 | 25 325 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 34 588 | 19,83 | 1 825 | 20,78 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 9 589 | 0,95 | 506 | 1,61 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 59 892 | 0,15 | 3 160 | 0,89 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 67 453 | 3,78 | 3 559 | 4,55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 276 923 | 7,36 | 14 610 | 8,16 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 136 | 0,05 | 112 | 0,90 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 28 558 | 1,20 | 1 507 | 1,96 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 74 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4 326 | 0,77 | 228 | 1,79 | ||||
| 2025-08-14 | 13F | Sona Asset Management (us) Llc | 2 535 000 | 133 747 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1 647 114 | 2,27 | 86 902 | 3,03 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6 037 | 7,00 | 319 | 7,80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 36 564 | 2,79 | 1 929 | 3,60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 806 043 | 5,38 | 253 567 | 6,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 247 798 | 10,96 | 66 | 12,07 | ||||
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 917 751 | 525,68 | 100 586 | 526,90 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 868 | 46 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 680 493 | 0,74 | 36 | 0,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 765 | 40 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 134 236 | 3,15 | 7 082 | 3,93 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 151 839 | 2,31 | 8 011 | 3,08 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 178 824 | 438,79 | 9 435 | 442,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51 686 | 6,09 | 2 727 | 6,86 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 334 | 281 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 536 | 20,63 | 345 | 21,55 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 126 976 | 6 699 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134 019 | 12,56 | 7 071 | 13,39 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 81 131 | 16,27 | 4 280 | 17,13 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 262 308 | 12,85 | 13 839 | 13,70 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 7 015 | 370 | ||||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 59 418 | 1,71 | 3 135 | 2,45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 066 679 | 1,05 | 161 798 | 1,80 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 16 123 | 29,01 | 851 | 29,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 335 650 | 3,87 | 17 709 | 4,64 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 12 327 | 6,42 | 647 | 7,48 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 91 294 | 2,57 | 4 817 | 3,33 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 74 500 | 73,86 | 3 931 | 75,13 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16 041 | 68,37 | 846 | 69,88 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 314 613 | 33,12 | 16 599 | 34,11 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 476 | 25 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 487 738 | 11,19 | 25 733 | 12,02 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 158 503 | 911,57 | 8 363 | 919,76 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 596 | 5,30 | 31 | 6,90 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 175 | 220 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 6 752 | 0,27 | 356 | 1,14 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 652 | 7,86 | 615 | 8,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 204 395 | 6,11 | 11 | 0,00 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 2 634 | 139 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 808 279 | 7,79 | 42 645 | 8,59 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 505 | 5,76 | 79 | 9,72 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 30 150 | 7,68 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 22 836 | 9,05 | 1 205 | 9,85 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 22 254 | 7,20 | 1 174 | 8,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11 844 | 57,21 | 625 | 58,38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9 926 | 11,39 | 1 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 285 093 | 27,71 | 15 042 | 28,67 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 1 415 266 | 0,41 | 74 669 | 1,16 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 98 819 | 75,64 | 5 | 150,00 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 47 176 | 4,66 | 2 489 | 5,47 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 23 863 | 85,78 | 1 250 | 86,85 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 27 575 | 5,20 | 1 455 | 5,98 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 15 862 | 0,82 | 837 | 1,58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 431 | 7,18 | 234 | 7,87 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 17 389 | 0,34 | 917 | 1,10 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 198 411 | 1,13 | 10 468 | 1,88 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 738 175 | 1,21 | 197 226 | 1,96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 477 | 19,41 | 1 450 | 20,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 632 893 | 6,91 | 455 471 | 7,70 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 6 551 | 0,20 | 346 | 0,88 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 085 960 | 0,38 | 57 295 | 1,13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 40 147 | 0,46 | 2 118 | 1,24 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 59 559 | 17,75 | 3 142 | 18,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 148 930 | 7,62 | 113 378 | 8,42 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 53 936 | 0,97 | 2 846 | 1,72 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 3 653 | 121 666,67 | 192 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 967 | 209 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 891 | 14,38 | 47 | 17,50 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 613 | 6,89 | 560 | 7,71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 359 | 4,97 | 19 | 5,88 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 168 687 | 3,03 | 8 900 | 3,79 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 116 009 | 9,84 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 81 684 | 8,62 | 4 310 | 9,42 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 92 972 | 5 173,51 | 2 | −98,91 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 5 013 | 0,44 | 264 | 1,15 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 27 433 | 14,20 | 1 447 | 15,12 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 7 000 | 369 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5 355 | 4,90 | 283 | 5,62 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 821 602 | 3,05 | 44 080 | 5,57 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 822 | 1,86 | 43 | 4,88 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 475 | 0,45 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 037 | 48,99 | 55 | 50,00 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 900 636 | 4,53 | 47 518 | 5,31 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 786 | 9,12 | 675 | 9,95 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 947 142 | 2,52 | 102 731 | 3,28 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 895 | 10,88 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 129 677 | 4,09 | 6 842 | 4,60 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 851 | 7,57 | 309 | 8,45 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 181 | 5,85 | 10 | 12,50 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 8 628 | 3,90 | 455 | 4,60 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 22 582 | 16,81 | 1 191 | 17,69 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 47 516 | 5,27 | 2 507 | 6,05 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 108 | 3,97 | 217 | 4,85 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 18 482 | 34,62 | 975 | 35,79 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 36 116 | 27,32 | 1 905 | 28,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 72 120 | 0,15 | 3 805 | 0,90 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 12 776 | 0,97 | 674 | 1,81 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 32 919 | 7,94 | 1 737 | 8,70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 25 567 | 10 779,57 | 1 347 | 11 125,00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 22 474 | 1,12 | 1 186 | 1,89 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 190 871 | 5,93 | 10 070 | 6,72 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 499 781 | 8,73 | 26 368 | 9,54 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 266 732 | 89,33 | 67 | 88,57 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 84 207 | 3,23 | 4 443 | 4,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 111 082 | 425,46 | 427 941 | 429,37 | ||||
| 2025-07-18 | 13F | United Bank | 80 537 | 7,08 | 4 249 | 7,90 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 333 | 0,04 | 123 | 0,82 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 28 781 | 1 518 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 648 331 | 1,02 | 34 206 | 1,77 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 97 638 | 10,58 | 5 151 | 11,42 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 10 556 | 23,20 | 557 | 24,11 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 12 670 | 668 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 8 195 | 0,10 | 432 | 0,93 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21 433 | 2,82 | 1 131 | 3,57 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 2 800 | 35,86 | 147 | 36,45 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 746 | 2,08 | 145 | 2,86 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 371 | 62,72 | 20 | 72,73 | ||||
| 2025-04-29 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 225 151 | 2,25 | 11 787 | 2,64 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 92 150 | 2,31 | 4 835 | 2,98 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 419 790 | 22 035 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 17 571 | 927 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 328 | 703 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 693 523 | 6,57 | 36 590 | 7,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 12 470 | 1,96 | 658 | 2,66 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 3 901 | 1,11 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 1 392 | 73 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 22 | 1 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 817 | 7,70 | 307 | 8,51 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 47 714 | 31,44 | 2 517 | 32,40 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 5 562 | 5,56 | 293 | 6,55 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 11 075 | 94,30 | 584 | 95,97 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 5 650 | 27,51 | 297 | 28,70 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 72 613 | 1 059,40 | 3 831 | 1 067,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 28 507 | 8,72 | 1 504 | 9,47 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 173 077 | 6,13 | 9 132 | 6,92 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 166 049 | 1,03 | 8 761 | 1,78 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 336 793 | 9,84 | 17 769 | 12,09 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 23 762 | 0,41 | 1 254 | 1,13 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 72 261 | 27,18 | 3 812 | 28,13 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 119 319 | 1 391,49 | 6 295 | 1 405,98 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 58 075 | 7,25 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Galilei Investment Office LLP | 199 086 | 10,14 | 10 504 | 10,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 214 451 | 3,29 | 11 314 | 4,06 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 191 950 | 0,82 | 62 887 | 1,57 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13 138 | 3,47 | 693 | 4,37 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 125 386 | 12,73 | 6 615 | 13,56 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 56 208 | 0,97 | 2 966 | 1,72 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 139 649 | 10,78 | 7 368 | 11,60 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 670 525 | 7,86 | 88 137 | 8,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12 916 | 681 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 459 | 15,62 | 24 | 20,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 954 | 209 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 762 161 | 1,32 | 304 012 | 2,07 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 86 270 | 1,10 | 4 552 | 1,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 292 777 | 2,09 | 68 207 | 2,85 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 639 | 218,47 | 8 897 | 220,84 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 140 161 | 28,39 | 7 377 | 29,04 | ||||
| 2025-06-03 | 13F | Invst, LLC | 6 288 | 329 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 064 | 3,04 | 1 270 | 3,76 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 11 136 | 35,49 | 588 | 36,51 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 11 241 | 593 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 604 521 | 10,62 | 31 895 | 11,45 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 390 | 20 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 493 865 | 1,63 | 78 816 | 2,38 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 30 925 | 267,19 | 1 632 | 269,84 | ||||
| 2025-08-12 | 13F | Main Management LLC | 151 505 | 0,17 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 606 248 | 1,68 | 243 026 | 2,44 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 14 729 | 14,94 | 777 | 15,80 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 30 726 | 9,34 | 1 621 | 10,20 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 139 | 1,76 | 535 | 2,50 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 71 104 | 1,82 | 3 751 | 2,57 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 300 | 16 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 7 129 | 0,27 | 375 | 2,18 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 27 011 | 11,30 | 1 425 | 12,20 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 513 959 | 5,39 | 27 116 | 6,17 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 1 | |||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 335 | 1,21 | 18 | 0,00 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 843 | 836 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 23 531 | 52,58 | 1 241 | 53,78 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 19 895 | 4,74 | 1 | |||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 17 748 | 21,61 | 936 | 22,51 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 75 | 4 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 10 098 | 157,87 | 533 | 159,51 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 14 500 | 13,03 | 765 | 0,79 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 202 | 11 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 27 935 | 1 541,30 | 1 432 | 1 735,90 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 140 842 | 2,72 | 7 431 | 3,48 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 43 900 | 0,00 | 2 316 | 0,78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 833 | 44 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10 509 | 1,12 | 554 | 1,84 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 399 | 74 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 20 682 | 1 091 | ||||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 3 862 | 0,10 | 204 | 0,50 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 74 854 | 0,21 | 3 949 | 0,97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 044 | 0,63 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 79 253 | 17,37 | 4 181 | 18,24 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 246 185 | 0,71 | 12 989 | 1,45 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 805 | 17,18 | 42 | 20,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 824 228 | 11,08 | 43 486 | 11,91 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 105 123 | 2,66 | 5 546 | 3,43 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 41 | 2,50 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 35 479 | 2,95 | 1 872 | 3,71 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 99 089 | 0,40 | 5 228 | 1,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 88 801 | 155,65 | 4 685 | 161,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 156 871 | 0,03 | 8 277 | 0,78 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 156 | 8 | ||||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 17 292 | 1,08 | 912 | 1,90 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6 410 | 338 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 315 | 17 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16 227 | 93,25 | 856 | 94,99 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 056 | 56 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 128 304 | 8,26 | 59 529 | 9,07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 212 544 | 19,70 | 11 | 22,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 935 340 | 25,69 | 49 328 | 26,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 205 973 | 5,79 | 221 907 | 6,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 031 | 265 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 928 958 | 5,16 | 49 012 | 5,94 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 11 347 | 599 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 116 724 | 15,74 | 6 158 | 16,61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 69 385 | 1,34 | 3 661 | 2,09 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 136 534 | 2,10 | 7 204 | 2,86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38 777 | 20,00 | 2 046 | 20,86 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 6 344 | 62,33 | 335 | 63,73 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 49 528 | 4,35 | 2 613 | 5,15 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 6 100 | 0,39 | 322 | 0,94 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 944 | 40,18 | 2 055 | 41,75 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 42 752 | 5,33 | 2 256 | 6,12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21 785 | 6,61 | 1 149 | 7,48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 20 581 | 1 086 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24 794 | 17,93 | 1 308 | 18,80 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 329 | 4,41 | 281 | 5,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 243 214 | 4,49 | 65 592 | 5,27 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 4 032 | 93,01 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 87 988 | 16,65 | 4 642 | 17,52 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 118 592 | 6 257 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 687 177 | 33,51 | 36 255 | 34,51 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 33 631 | 9,79 | 1 774 | 10,60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 343 614 | 3,90 | 70 889 | 4,68 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 987 959 | 16,42 | 157 645 | 17,29 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 25 | −4,00 | ||||||
| 2025-07-16 | 13F | Novem Group | 61 888 | 2,68 | 3 265 | 3,45 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 228 095 | 2,10 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 873 | 1,18 | 679 | 1,95 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 348 482 | 8,73 | 18 386 | 9,54 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 136 541 | 305,96 | 7 204 | 309,03 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 187 | 0,34 | 63 | 1,64 | ||||
| 2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 3 350 | 0,03 | 177 | 0,57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 75 609 | 2,21 | 3 989 | 3,00 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 105 133 | 8,86 | 5 547 | 9,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 503 | 9,83 | 554 | 11,02 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 143 000 | 26,55 | 7 545 | 27,56 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 11 237 | 0,93 | 593 | 1,54 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99 318 | 16,19 | 5 240 | 17,07 | ||||
| 2025-09-03 | 13F | American Trust | 13 559 | 715 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 27 | 107,69 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 8 436 | 0,98 | 445 | 1,83 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 3 965 | 0,69 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 77 | 4 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 25 | 1 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 61 318 | 3 235 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 6 954 | 364 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 753 248 | 14,56 | 39 741 | 15,42 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 353 089 | 696,77 | 18 629 | 702,93 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 39 611 | 34,32 | 2 090 | 35,30 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 117 517 | 8,19 | 6 200 | 9,00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 119 347 | 6,11 | 6 297 | 6,89 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 5 150 | 16,31 | 272 | 17,32 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 350 | 18 | ||||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 57 050 | 9,12 | 3 010 | 9,94 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62 115 | 352,17 | 3 277 | 355,77 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 773 440 | 1,66 | 40 807 | 2,42 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 41 665 | 0,08 | 2 198 | 0,83 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 239 318 | 1,96 | 12 626 | 2,72 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4 850 | 1 322,29 | 256 | 1 400,00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8 003 | 1,11 | 422 | 1,93 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 26 649 | 54,73 | 1 406 | 56,05 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 5 660 | 4,62 | 299 | 5,30 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 16 380 | 157,67 | 864 | 160,24 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 7 450 | 393 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27 000 | 5,99 | 1 425 | 8,21 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 151 216 | 11,25 | 60 738 | 12,08 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 894 272 | 31,59 | 47 173 | 32,57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 200 053 | 1,38 | 10 555 | 3,20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 460 | 0,66 | 386 | −0,77 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 2 343 | 12,97 | 124 | 13,89 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 72 114 | 3,86 | 3 805 | 4,62 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 215 228 | 29,60 | 11 355 | 30,56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 752 802 | 35,71 | 409 038 | 36,72 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 12 249 | 0,44 | 646 | 1,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 328 649 | 8,45 | 17 339 | 9,26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29 326 | 83,12 | 1 547 | 84,61 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 183 498 | 24,79 | 9 681 | 25,73 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 96 | 284,00 | 5 | 400,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 473 | 183 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 6 538 | 0,76 | 344 | 1,48 | ||||
| 2025-08-05 | 13F | Allstate Corp | 4 867 676 | 17,31 | 256 819 | 18,19 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 92 222 | 4,35 | 4 866 | 5,12 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 124 960 | 15,12 | 6 593 | 15,97 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 67 716 | 22,80 | 3 569 | 23,63 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 6 625 | 0,27 | 350 | 0,87 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 7 940 | 4,61 | 419 | 5,29 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 12 599 | 1,02 | 665 | 1,68 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 115 | 0 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11 009 | 0,18 | 581 | 0,87 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 785 | 5,77 | 622 | 6,52 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 374 677 | 2,05 | 19 759 | 2,77 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 028 | 9,41 | 898 | 10,18 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 630 782 | 0,14 | 33 280 | 0,89 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 79 152 | 54,31 | 4 176 | 55,47 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 5 309 | 0,89 | 280 | 1,82 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3 837 | 202 | ||||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 30 466 | 0,30 | 1 607 | 1,07 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 750 | 356 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 127 660 | 13,17 | 6 735 | 14,02 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1 152 931 | 2,95 | 60 829 | 3,72 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 33 | 37,50 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 21 211 | 1 119 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5 349 | 12,75 | 282 | 13,71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 12 | 1 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 879 750 | 2,42 | 151 936 | 3,18 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 102 236 | 6,58 | 5 394 | 7,37 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 4 176 | 220 | ||||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 461 | 24 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 45 724 | 4,34 | 2 412 | 5,10 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 239 691 | 6,66 | 12 646 | 7,46 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 4 659 | 7,35 | 246 | 7,93 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 23 912 | 5,82 | 1 262 | 6,59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 463 | 1,42 | 1 607 | 2,16 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 78 682 | 2,97 | 4 151 | 3,75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 149 454 | 1,37 | 7 885 | 2,12 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 2 915 | 1,57 | 154 | 2,00 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 6 803 | 3,56 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 6 953 | 16,68 | 367 | 17,31 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 14 487 | 31,19 | 760 | 32,40 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 4 965 | 0,20 | 262 | 0,77 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 101 220 | 10,38 | 5 340 | 11,20 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 42 525 | 5,14 | 2 244 | 5,90 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 26 645 | 12,45 | 1 406 | 13,31 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3 856 | 203 | ||||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 372 082 | 1,16 | 19 631 | 1,91 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 41 562 | 4,36 | 2 163 | 3,74 | ||||
| 2025-08-14 | 13F | Quaker Capital Investments, LLC | 16 000 | 844 | ||||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 89 156 | 7,35 | 4 704 | 8,14 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 38 297 | 5,67 | 2 021 | 6,43 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 3 929 | 0,26 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 763 | 44,22 | 462 | 45,28 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 18 255 | 115,09 | 963 | 116,89 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 1 320 082 | 26,43 | 69 648 | 27,38 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 802 | 253 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 298 993 | 111,40 | 15 775 | 112,99 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 683 | 5,23 | 405 | 6,02 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 150 966 | 7,07 | 7 965 | 7,85 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 335 115 | 11,32 | 17 681 | 12,15 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 39 | 2 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 831 | 6,45 | 97 | 6,67 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 719 911 | 6,38 | 37 982 | 7,18 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 3 320 | 175 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 149 997 | 12,72 | 7 914 | 13,55 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 527 436 | 3,10 | 27 828 | 3,86 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 6 087 | 7,45 | 321 | 8,45 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 172 695 | 9 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 140 911 | 0,26 | 7 434 | 1,01 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 70 366 236 | 652 284,91 | 3 583 | 533,98 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 25 855 | 66,91 | 1 364 | 68,19 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 15 460 | 61,51 | 816 | 62,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 935 379 | 1,40 | 154 871 | 2,15 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 391 604 | 1,97 | 20 661 | 2,73 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 21 767 | 9,15 | 1 148 | 9,96 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 368 692 | 1,03 | 19 452 | 1,79 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 45 627 | 0,24 | 2 407 | 1,01 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 26 176 | 41,57 | 1 374 | 42,87 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 204 782 | 5,93 | 10 804 | 6,73 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 299 183 | 7,93 | 15 785 | 8,73 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 168 491 | 88,84 | 8 890 | 90,26 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 315 403 | 3,32 | 16 641 | 4,09 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9 176 | 481 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 154 | 1,32 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 175 712 | 0,08 | 9 270 | 0,83 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 298 | 0,90 | 279 | 1,82 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 998 | 422 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 995 | 17,35 | 105 | 17,98 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 41 450 | 5,88 | 2 182 | 7,07 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5 706 | 301 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 962 538 | 1,30 | 50 784 | 2,05 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 38 097 | 36,18 | 2 010 | 37,13 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 22 501 | 1,75 | 1 187 | 2,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 130 | 60 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 73 331 | 4,90 | 3 869 | 5,68 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 313 | 0 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 14 630 | 0,97 | 772 | 1,72 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 687 | 0,07 | 142 | 0,71 | ||||
| 2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 251 100 | 5,19 | 13 245 | 5,97 |
