Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i VanEck ETF Trust - VanEck Morningstar Wide Moat ETF inkluderer GGM Financials LLC, XY Planning Network, Inc., Tactive Advisors, LLC, MFUL - Mindful Conservative ETF, Tradewinds, LLC., Strategic Family Wealth Counselors, L.L.C., Schechter Investment Advisors, LLC, Pure Financial Advisors, Inc., First International Bank of Israel Ltd., Old National Bancorp /in/, Winthrop Advisory Group LLC, Roman Butler Fullerton & Co, GenTrust, LLC, Cambria Investment Management, L.P., Rakuten Investment Management, Inc., ENDW - Cambria Endowment Style ETF, Millstone Evans Group, LLC, Exchange Traded Concepts, Llc, Garde Capital, Inc., og Family Legacy Financial Solutions, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11 189 | 14 818,67 | 1 049 | 17 383,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 918 | 274 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59 441 | 129,51 | 5 575 | 144,58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 327 | 483,93 | 31 | 650,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | 116,67 | 61 | 130,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 993 184 | 12,51 | 93 012 | 20,15 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 35 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33 327 | 3 126 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 161 073 | 0,91 | 14 174 | −4,23 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 175 | 279 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 111 627 | 0,24 | 9 823 | −4,87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79 633 | 556,44 | 7 469 | 599,91 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 168 | 16 | ||||||
| 2025-08-01 | 13F | Mendel Money Management | 13 504 | 0,56 | 1 267 | 7,20 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 185 | 35,19 | 299 | 44,44 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 107 | 7,62 | 2 261 | 14,66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 314 | 1,74 | 498 | 8,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35 443 | 1,54 | 3 324 | 2,72 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3 001 | 57,86 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 616 184 | 2,09 | 57 792 | 8,80 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 20 409 | 1,62 | 1 914 | 8,32 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 352 | 50,99 | 596 | 60,81 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 20 812 | 3,38 | 1 952 | 10,16 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 905 | 12,42 | 85 | 20,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 84 532 | 108,72 | 7 928 | 122,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 83 652 | 1,86 | 8 113 | 15,36 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 160 205 | 252,75 | 15 026 | 276,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3 022 | 283 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 34 774 | 0,92 | 3 261 | 7,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 997 | 61,07 | 750 | 72,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30 197 | 2,40 | 2 832 | 9,13 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 342 | 7,50 | 407 | 14,65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 652 | 249 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 53 883 | 7,04 | 5 054 | 14,09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 494 | 11,71 | 1 641 | 36,89 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 200 | 218 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 838 | 79 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 17 922 | 15,80 | 1 681 | 23,44 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 2 200 | 206 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5 824 | 546 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49 401 | 2,46 | 4 633 | 9,19 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2 179 | 204 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 70 636 | 1,17 | 6 625 | 7,83 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 23 063 | 1,41 | 2 163 | 8,10 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 179 814 | 10,86 | 16 865 | 18,14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 61 | 6 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5 922 | 0,44 | 555 | 7,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 441 | 2,67 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 6 949 | 14,80 | 652 | 22,37 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 436 493 | 6,60 | 40 939 | 13,61 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 184 | 2,80 | 486 | 9,71 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 067 | 100 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 322 | 71,44 | 405 | 83,26 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 168 555 | 0,94 | 15 809 | 7,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26 539 | 12,83 | 2 489 | 20,30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 771 | 41,14 | 1 104 | 50,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 291 184 | 310,88 | 27 310 | 337,94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 12 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 346 | 11,34 | 2 471 | 18,64 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23 652 | 22,61 | 2 218 | 30,70 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15 690 | 0,59 | 1 472 | 7,22 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 69 511 | 8,47 | 5 983 | −2,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175 756 | 1,77 | 16 484 | 8,47 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10 784 | 1 011 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 162 111 | 1,09 | 15 204 | 7,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 182 535 | 34,20 | 17 | 30,77 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 56 045 | 19,06 | 5 256 | 26,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 715 951 | 9,57 | 67 149 | 16,78 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27 426 | 0,10 | 2 572 | 6,72 | ||||
| 2025-07-31 | 13F | United Community Bank | 15 600 | 0,16 | 1 463 | 6,79 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 94 836 | 249,09 | 8 895 | 272,60 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 524 | 137 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 093 | 103 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 63 834 | 3,71 | 5 987 | 10,52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 209 343 | 0,49 | 19 634 | 7,10 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13 660 | 121,90 | 1 281 | 136,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2 223 | 208 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2 411 | 33,13 | 209 | 28,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 316 538 | 8,02 | 29 688 | 15,13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 375 034 | 0,55 | 35 174 | 7,16 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 13 697 | 2,85 | 1 285 | 9,65 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 039 | 97 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 14 679 | 1 292 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65 807 | 54,99 | 6 172 | 65,20 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 302 | 28 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 460 995 | 31,83 | 43 237 | 40,51 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30 491 | 445,26 | 2 860 | 481,10 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53 868 | 1 645,56 | 5 052 | 1 771,11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 254 | 1,19 | 493 | 7,89 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 795 | 75 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34 696 | 3 254 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 166 709 | 10,86 | 15 636 | 18,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 20 657 | 24,69 | 1 937 | 32,94 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 57 131 | 0,45 | 5 358 | 7,07 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 376 | 2,75 | 973 | 9,57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 7 724 | 61,96 | 724 | 72,79 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 81 | 113,16 | 8 | 133,33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 12 208 | 2 990,63 | 1 145 | −42,25 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 361 | 32 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 357 975 | 1,76 | 33 575 | 8,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 990 | 4,51 | 280 | 5,66 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 45 889 | 4,90 | 4 304 | 11,80 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20 958 | 6,61 | 1 966 | 13,58 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 2 896 | 267 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1 928 | 169 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 14 890 | 0,06 | 1 397 | 6,65 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47 978 | 6,71 | 4 500 | 13,73 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 81 322 | 0,55 | 7 877 | 10,68 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5 435 | 0,74 | 478 | −4,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 161 062 | 62,63 | 15 106 | 73,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 123 | 153,02 | 2 638 | 169,63 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 095 | 0,39 | 478 | 6,95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57,14 | 69 | 68,29 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 585 101 | 1,21 | 54 877 | 7,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 382 924 | 25,53 | 129 704 | 33,79 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8 094 | 4,12 | 759 | 10,96 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 38 604 | 6,14 | 3 621 | 13,13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 795 | 14,97 | 356 | 22,41 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 431 | 22,79 | 40 | 33,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98 086 | 0,60 | 9 199 | 7,25 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5 063 | 6,23 | 475 | 13,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 526 | 12,81 | 2 582 | 13,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 196 | 74,45 | 675 | 85,67 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 14 146 | 17,68 | 1 327 | 25,45 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 757 | 13 685,00 | 259 | 25 700,00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 267 876 | 25 124 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 7 275 | 15,11 | 721 | 34,08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 247 757 | 560,88 | 23 237 | 604,36 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 7 967 | 17,73 | 747 | 25,55 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 65 430 | 583,41 | 2 837 | 236,82 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 153 | 202 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 163 530 | 2,23 | 15 337 | 8,96 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 375 332 | 2,37 | 35 202 | 9,11 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 642 | 1,14 | 623 | 7,80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 188 | 18 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42 153 | 63,02 | 3 954 | 64,91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 253 | 24,26 | 305 | 32,61 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 344 | 269,72 | 220 | 298,18 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 99 780 | 21,98 | 9 358 | 30,01 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 27 942 | 5,41 | 2 621 | 12,35 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24 708 | 0,28 | 2 317 | 6,87 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 123 670 | 5,19 | 11 979 | 15,77 | ||||
| 2025-08-12 | 13F | Bokf, Na | 93 | 9 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 360 | 34 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 387 | 30,97 | 328 | 44,05 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 362 | 1,51 | 409 | 8,20 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20 958 | 6,61 | 1 966 | 13,58 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 27 886 | 0,07 | 2 615 | 6,65 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56 481 | 14,43 | 5 297 | 21,97 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97 525 | 51,06 | 9 147 | 60,99 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 105 170 | 1,61 | 9 864 | 8,30 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8 560 | 68,04 | 803 | 101,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 210 | 2,37 | 113 | 8,65 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 11 245 | 14,16 | 1 055 | 21,71 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 333 | 29 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 11 671 | 3,70 | 1 095 | 10,51 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 318 291 | 6,33 | 29 853 | 13,33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 24 220 | 0,90 | 2 272 | 7,53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 796 | 262 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5 105 | 2,10 | 479 | 8,64 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 154 250 | 6,86 | 14 467 | 13,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 706 | 22,74 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24 375 | 0,62 | 2 286 | 7,27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29 611 | 89,16 | 2 777 | 102,41 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 33 795 | 7,03 | 3 170 | 14,07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 597 | 6,33 | 337 | 13,47 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 56 872 | 2,68 | 5 334 | 9,42 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13 736 | 1,36 | 1 288 | 8,05 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 308 | 7,97 | 498 | 15,05 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 209 | 207 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 587 865 | 5,08 | 55 136 | 11,99 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4 472 | 0,45 | 419 | 7,16 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 584 | 0,50 | 347 | 10,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 812 | 76 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 584 | 55 | ||||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 196 647 | 1,55 | 18 444 | 8,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 275 | 26 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 385 | 142,78 | 599 | 158,87 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 240 | 59,46 | 398 | 70,39 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 364 | 222 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 829 | 265 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 303 887 | 1,61 | 28 502 | 8,29 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 323 | 30 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 849 | 0,01 | 1 393 | 6,58 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39 615 | 6,88 | 3 715 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 180 565 | 1,13 | 16 935 | 7,78 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13 737 | 9,63 | 1 288 | 16,88 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 122 | 11 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 256 | 312,10 | 1 431 | 340,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 89 774 | 1,80 | 8 420 | 8,49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 493 | 37,80 | 609 | 47,10 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 566 | 428 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 67 359 | 2,86 | 6 318 | 9,61 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 46 840 | 2,60 | 4 393 | 9,36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21 778 | 1,68 | 2 043 | 8,39 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 250 | 211 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 77 770 | 11,88 | 7 | 16,67 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 131 937 | 5,26 | 12 374 | 12,18 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 658 546 | 6,42 | 61 765 | 13,42 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 46 712 | 19,17 | 4 381 | 27,02 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 261 | 21,41 | 306 | 29,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40 598 | 3 808 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205 235 | 7,74 | 19 249 | 14,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | 134,38 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 52 012 | 15,27 | 4 878 | 22,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15 400 | 285,00 | 1 444 | 310,23 | |||
| 2025-07-17 | 13F | XML Financial, LLC | 43 221 | 4,48 | 4 054 | 11,35 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38 981 | 10,37 | 3 656 | 17,63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 227 611 | 1,55 | 21 348 | 8,23 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 049 | 7,98 | 567 | 15,24 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 96 121 | 0,24 | 9 015 | 6,84 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 2 079 163 | 14,90 | 195 005 | 22,46 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 40 145 | 0,48 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 542 | 18,22 | 332 | 26,24 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 126 752 | 2,68 | 11 888 | 9,45 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132 | 12 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 467 | 10,84 | 325 | 18,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 55 194 | 4,73 | 5 177 | 11,62 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 890 | 83 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 547 529 | 1,95 | 51 353 | 8,65 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 312 899 | 84,34 | 29 347 | 96,47 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 5 542 | 136,23 | 520 | 151,94 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6 690 | 627 |
