Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Short Treasury Bond ETF inkluderer Modern Wealth Management, LLC, Maseco Llp, DYFI - IDX DYNAMIC FIXED INCOME ETF, 1858 Wealth Management, Llc, Burling Wealth Partners, Llc, Bosman Wealth Management, LLC, Mainsail Financial Group, LLC, Bell Bank, Intellus Advisors LLC, Spinnaker Investment Group, LLC, Brian Low Financial Group, Llc, FIXP - FolioBeyond Enhanced Fixed Income Premium ETF, Valpey Financial Services, LLC, 17 Capital Partners, Llc, Garden State Investment Advisory Services LLC, Waypoint Wealth Partners Inc., Joel Isaacson & Co., LLC, Sage Financial Group Inc, Claudia M.p. Batlle, Crp (r) Llc, og CAPROCK Group, Inc. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 145 036 | 0,95 | 16 015 | 0,91 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 254 989 | 1,94 | 28 156 | 1,90 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 7 423 | 6,06 | 820 | 5,95 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 111 | 2,78 | 12 | 9,09 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24 924 | 3,38 | 2 752 | 3,34 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11 420 | 0,48 | 1 261 | 0,48 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 125 143 | 8,71 | 13 818 | 8,67 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 286 440 | 31 630 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 4 852 | 536 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 51 938 | 33,62 | 5 735 | 33,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 119 585 | 91,62 | 13 205 | 91,56 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 657 201 | 3,96 | 72 568 | 3,93 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 2 512 | 277 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 5 985 | 661 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 320 642 | 16,76 | 35 405 | 16,72 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 58 533 | 1,55 | 6 463 | 1,52 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3 866 | 427 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 228 | 18,16 | 356 | 18,27 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 15 999 | 0,68 | 1 767 | 0,63 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 43 201 | 28,55 | 4 770 | 28,50 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 34 957 | 325,42 | 3 860 | 325,47 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20 218 | 25,83 | 2 233 | 25,82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 315 119 | 1,50 | 34 795 | 1,78 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 12 776 | 0,31 | 1 411 | 0,28 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 18 645 | 125,95 | 2 059 | 125,91 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 685 | 7,09 | 407 | 6,84 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 067 | 21,51 | 339 | 21,58 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 287 846 | 0,43 | 32 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 303 | 33 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 571 376 | 19,09 | 504 771 | 19,05 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 1 178 | −60,55 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7 263 | 136,97 | 802 | 136,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 630 394 | 4,96 | 69 608 | 4,92 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 68 059 | 176,42 | 7 515 | 176,39 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 18 368 | 123,92 | 2 024 | 124,14 | ||||
| 2025-07-07 | 13F | Trust Co | 723 437 | 1,72 | 79 882 | 1,69 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 6 170 | 24,92 | 681 | 24,95 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 196 | 45,94 | 905 | 45,97 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 29 388 | 25,35 | 3 245 | 25,34 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 909 | 100 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 10 227 | 1 129 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 650 493 | 4,62 | 71 827 | 4,58 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 75 070 | 56,97 | 8 289 | 56,93 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 15 382 | 98,30 | 1 698 | 98,36 | ||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 17 390 | 8,08 | 1 921 | 7,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 007 841 | 0,20 | 111 287 | 0,16 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6 342 | 0,71 | 700 | 0,72 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 12 137 | 73,81 | 1 340 | 73,80 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 261 414 | 9,24 | 28 865 | 9,29 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 10 526 | 11,13 | 1 162 | 11,09 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 7 430 | 18,58 | 820 | 18,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90 044 | 26,09 | 9 943 | 26,04 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 781 | 0,70 | 638 | 0,63 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 42 360 | 28,64 | 4 677 | 28,59 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 3 348 | 369 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 022 | 23,60 | 665 | 23,42 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 34 821 | 72,40 | 2 442 | 9,46 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 35 963 | 5,73 | 3 971 | 5,70 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 538 | 8 947,06 | 170 | 16 800,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 323 101 | 27,42 | 35 683 | 27,38 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 27 | 3 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 6 | 1 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 100 | 11 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 462 | −0,22 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 38 140 | 7,96 | 4 211 | 7,92 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 132 755 | 1,70 | 14 659 | 1,87 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 121 104 | 13 377 | ||||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 2 986 | 330 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 288 246 | 0,42 | 31 828 | 0,38 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 16 817 | 1 857 | ||||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 3 675 | 0 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 9 205 | 9,84 | 1 016 | 9,84 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21 738 | 3,18 | 2 400 | 3,14 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 619 | 5,28 | 731 | 5,64 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 1 544 694 | 1,76 | 170 000 | 1,12 | ||||
| 2025-06-26 | NP | FIXP - FolioBeyond Enhanced Fixed Income Premium ETF | 9 566 | 1 057 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 93 238 | 10 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 269 | 32,17 | 471 | 32,30 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 149 048 | 0,99 | 16 458 | 0,96 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 259 805 | 27,59 | 28 688 | 27,55 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 425 884 | 8,04 | 48 895 | 12,30 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 605 | 64,47 | 619 | 64,36 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4 538 | 8,10 | 501 | 8,21 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 3 200 | 353 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 40 042 | 16,03 | 4 421 | 16,34 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 195 248 | 218,72 | 21 559 | 218,50 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 180 770 | 4,54 | 19 968 | 4,87 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 25 133 | 1 357,83 | 2 775 | 1 253,66 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 134 762 | 14 880 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 2 012 | 222 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126 286 | 35,95 | 13 944 | 35,91 | ||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 91 621 | 1,01 | 10 117 | 0,98 | ||||
| 2025-07-17 | 13F | KWB Wealth | 7 772 | 0,19 | 859 | 0,47 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 16 971 | 9,70 | 1 874 | 9,66 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 3 626 | 400 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 285 | 7,63 | 252 | 7,69 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 40 641 | 2,25 | 4 488 | 2,21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 475 | 605 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 17 355 | 9,52 | 1 917 | 9,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 534 256 | 0,03 | 58 992 | −0,01 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 38 785 | 13,98 | 4 283 | 13,94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 584 | 13,37 | 1 390 | 13,30 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 258 | 2,62 | 801 | 2,56 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 003 | 1,06 | 221 | 1,38 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 19 202 | 14,55 | 2 120 | 14,53 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 884 | 81,63 | 539 | 81,48 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 117 303 | 239,05 | 12 953 | 238,97 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 213 053 | 94,74 | 23 525 | 94,68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 771 | 11,68 | 527 | 11,68 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 7 991 | 1,05 | 882 | 1,03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 244 507 | 6,22 | 27 | 4,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 37 372 | 12,06 | 4 127 | 12,03 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 261 634 | 10,06 | 28 890 | 10,02 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2 901 | 320 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4 078 | 450 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 3 523 | 0,66 | 389 | 1,04 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 6 350 | 18,69 | 701 | 18,81 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 3 760 | 0,83 | 415 | 0,97 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 37 456 | 13,51 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 65 384 | 4,30 | 7 220 | 4,26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 350 | 6,07 | 1 364 | 5,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 34 913 | 3 855 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 18 754 | 244,43 | 2 071 | 244,43 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 712 | 60,15 | 1 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 6 006 | 2,25 | 663 | 2,31 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 175 683 | 51,99 | 19 | 58,33 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 129 | 125 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7 557 | 834 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 8 863 | 0,41 | 979 | 0,31 | ||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration 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 | 773 896 | 24 046,52 | 85 469 | 24 112,18 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18 010 | 76,33 | 1 989 | 76,24 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 44 431 | 103,97 | 4 906 | 103,91 | ||||
| 2025-06-25 | NP | MNA - IQ Merger Arbitrage ETF | 94 652 | 7,88 | 10 455 | 7,84 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 717 | 18,97 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 171 | 26,67 | 19 | 28,57 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 173 441 | 6,98 | 19 151 | 6,95 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 24 895 | 2 749 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 782 | 856,54 | 1 964 | 862,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 249 | 38,62 | 138 | 38,38 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 2 965 | 0,68 | 327 | 0,62 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 282 | 4,44 | 31 | 6,90 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 7 322 | 8,84 | 808 | 8,75 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 5 033 | 69,35 | 556 | 69,21 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1 902 | 2,87 | 210 | 2,94 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 865 | 26,65 | 96 | 26,67 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 34 798 | 0,03 | 3 842 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 652 | 0,93 | 72 | 1,41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 921 | 0,69 | 1 979 | 0,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 852 727 | 12,38 | 646 258 | 12,34 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 7 552 | 2,69 | 834 | 2,59 | ||||
| 2025-07-15 | 13F | Maseco Llp | 214 355 | 23 670 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 887 | 1,02 | 208 | 0,97 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 2 879 | 14,61 | 318 | 14,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 61 270 | 6 765 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 20 759 | 1,64 | 2 292 | 1,60 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 19 842 | 139,52 | 2 191 | 139,34 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 10 885 | 359,48 | 1 202 | 360,15 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 10 655 | 33,94 | 1 177 | 33,94 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 259 486 | 10,14 | 28 652 | 10,10 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 24 141 | 17,87 | 2 666 | 17,82 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2 276 | 0 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 256 | 249 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 31 152 | 1,59 | 3 440 | 1,54 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1 782 762 | 16,20 | 196 853 | 16,16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 335 | 53,37 | 1 804 | 53,32 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 7 455 | 0,20 | 823 | 0,24 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 24 568 | 3,23 | 2 713 | 3,20 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 211 628 | 3,13 | 23 368 | 3,09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 344 915 | 8,66 | 38 | 8,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 935 717 | 52,87 | 213 742 | 52,82 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 1 245 522 | 45,26 | 137 531 | 45,21 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 868 | 427 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 216 101 | 17,01 | 23 862 | 16,97 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 5 771 | 116,71 | 637 | 116,67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2 673 | 9,64 | 295 | 9,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36 265 | 3,91 | 4 006 | 4,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 63 631 | 1 562,25 | 7 026 | 1 564,93 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 23 | 3 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 883 796 | 780,85 | 97 589 | 780,52 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 619 | 3,15 | 289 | 3,21 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 28 255 | 2,49 | 3 120 | 2,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 451 | 8,26 | 1 596 | 8,21 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 44 344 | 13,42 | 4 896 | 13,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 172 414 | 22,33 | 350 298 | 22,28 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1 120 | 4,48 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 114 889 | 12 686 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 27 816 | 11,19 | 3 071 | 11,15 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 2 100 | 231 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 30 505 | 9,38 | 3 368 | 9,35 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2 930 | 324 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 249 | 1,80 | 469 | 1,74 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 83 344 | 782,32 | 9 203 | 782,26 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 1 611 | 100,87 | 178 | 101,14 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 24 893 | 10,92 | 2 730 | 10,13 | ||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 200 712 | 22 171 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 10 695 | 1 181 | ||||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 53 983 | 19,28 | 5 963 | 19,65 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 119 | 13 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 147 171 | 863,98 | 16 251 | 863,82 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 11 524 | 154,00 | 1 272 | 153,89 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 498 | 55 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 47 634 | 31,35 | 5 260 | 31,31 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 918 | 0,05 | 212 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 148 023 | 0,69 | 16 344 | 0,65 | ||||
| 2025-07-17 | 13F | Bosman Wealth Management, LLC | 28 499 | 3 147 | ||||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 860 | 5 214,29 | 205 | 6 733,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27 045 | 24,61 | 2 986 | 24,57 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 15 440 | 13,45 | 1 705 | 13,37 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 40 740 | 222,67 | 4 487 | 222,11 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 26 177 | 2 885 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 576 192 | 11,31 | 174 043 | 11,27 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 7 189 | 0,46 | 794 | 0,38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 502 | 666,77 | 3 368 | 667,20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 065 | 228 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 661 | 46,62 | 404 | 46,91 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 161 273 | 4,71 | 17 808 | 4,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 15 927 | 640,10 | 1 759 | 641,77 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 52 638 | 5 812 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56 531 | 26,06 | 6 242 | 26,00 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 2 965 | 327 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 35 268 | 21,69 | 3 894 | 21,65 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 401 | 1,22 | 486 | 1,04 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 85 576 | 10 942,06 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 13 467 | 78,13 | 1 487 | 78,08 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 27 797 | 1,97 | 3 069 | 1,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 536 | 102,38 | 4 697 | 102,33 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 80 895 | 9,30 | 8 932 | 9,26 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 149 104 | 28,33 | 16 464 | 28,28 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 452 | 1,74 | 492 | 1,66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 228 513 | 11,22 | 25 232 | 11,17 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 19 116 | 0,01 | 2 111 | −0,05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 136 635 | 8,96 | 15 087 | 8,92 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 78 549 | 421,37 | 8 673 | 421,21 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 5 837 | 643 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 650 | 451,53 | 1 176 | 451,64 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 001 | 572,36 | 2 098 | 572,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24 791 | 9,05 | 2 737 | 9,00 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 124 612 | 27,53 | 13 760 | 27,49 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 6 826 | 63,54 | 754 | 63,34 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 27 356 | 28,75 | 3 021 | 28,73 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 6 778 | 10,57 | 748 | 10,49 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6 787 | 749 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 151 398 | 1,50 | 16 717 | 1,47 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 83 397 | 5,95 | 9 209 | 5,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16 796 | 24,75 | 1 851 | 24,41 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 183 503 | 279,22 | 20 262 | 279,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 568 | 11,37 | 63 | 10,71 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1 918 | 0,68 | 211 | 0,48 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 18 895 | 19,48 | 2 086 | 19,47 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 4 245 | 469 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 4 234 | 1,07 | 468 | 1,08 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 696 | 596,00 | 77 | 590,91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 153 540 | 1,29 | 237 794 | 1,25 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 137 | 0,47 | 0 | |||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 25 034 | 1,93 | 2 764 | 1,88 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 186 551 | 1,77 | 20 599 | 1,74 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 29 595 | 0,97 | 3 268 | 0,93 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 653 | 4,29 | 183 | 4,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 693 | 53,22 | 518 | 53,25 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service | 717 563 | 4,38 | 79 233 | 4,34 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 42 028 | 7,42 | 4 626 | 7,38 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 185 | 20 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 827 | 50,06 | 643 | 50,23 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 97 839 | 13,00 | 10 803 | 12,95 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 180 | 31,17 | 3 332 | 31,13 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 19 405 | 9,48 | 2 143 | 9,45 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 25 238 | 2 787 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 10 615 | 146,17 | 1 172 | 146,22 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 462 863 | 12,66 | 51 109 | 12,62 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17 558 | 59,26 | 1 939 | 59,24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 620 211 | 8,46 | 68 484 | 8,42 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 108 429 | 5,21 | 11 973 | 5,17 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11 068 | 0,32 | 1 222 | 0,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 41 095 | 85,14 | 4 538 | 85,11 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 8 888 | 20,32 | 981 | 20,37 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 15 231 | 1 682 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 15 747 | 2,05 | 1 739 | 2,00 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 3 620 | 11,11 | 400 | 11,14 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 110 725 | 0,75 | 12 226 | 0,71 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 41 527 | 4 587 | ||||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 11 826 | 11,02 | 1 306 | 10,97 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2 028 | 11,12 | 224 | 10,95 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 21 851 | 86,98 | 2 414 | 86,91 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 404 | 186,84 | 1 480 | 186,82 | ||||
| 2025-07-18 | 13F | United Bank | 52 542 | 0,40 | 5 802 | 0,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 25 719 | 10,14 | 2 840 | 10,12 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 2 387 | 264 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 854 | 315 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 176 657 | 19 506 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 875 | 215,13 | 207 | 218,46 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 42 | 4 100,00 | 5 | |||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 58 352 | 1 408,97 | 6 443 | 1 408,90 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 103 793 | 13,81 | 11 461 | 13,76 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 309 079 | 173,91 | 34 129 | 173,81 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 5 113 | 565 | ||||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 10 327 | 10,95 | 1 140 | 10,89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 9 721 | 42,10 | 1 073 | 42,12 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 7 275 | 3,71 | 803 | 3,75 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17 138 | 16,51 | 1 892 | 16,50 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 11 128 | 3,53 | 1 229 | 3,45 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12 198 | 21,52 | 1 347 | 21,48 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 51 273 | 100,00 | 5 662 | 99,96 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 6 296 | 11,24 | 693 | 11,08 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2 630 | 22,33 | 290 | 22,36 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 808 | 57,59 | 751 | 57,89 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 38 759 | 222,67 | 4 280 | 222,70 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 1 712 | 189 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8 599 | 5,56 | 950 | 5,56 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 54 712 | 26,68 | 6 041 | 26,65 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 592 402 | 1,68 | 65 389 | 1,71 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 187 136 | 2,61 | 20 664 | 2,57 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 7 667 | 88,47 | 847 | 88,42 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 2 405 | 2,95 | 266 | 2,71 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 26 989 | 19,34 | 2 980 | 19,30 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 18 682 | 3,89 | 2 063 | 3,83 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 63 205 | 3,98 | 6 979 | 3,95 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 3 991 | 15,15 | 441 | 15,18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 685 | 183,03 | 407 | 183,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 510 | 56 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 72 264 | 5,79 | 7 979 | 5,75 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 6 544 | 723 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2 238 | 1,08 | 247 | 1,23 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 40 071 | 4,16 | 4 425 | 4,12 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 27 267 | 5,94 | 3 011 | 5,91 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 43 783 | 1,88 | 4 835 | 1,85 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 4 485 | 495 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 7 931 | 132,99 | 876 | 133,60 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 195 248 | 22 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 075 | 119 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 134 271 | 3,92 | 14 826 | 3,88 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 449 639 | 0,64 | 50 | 0,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 27 200 | 65,77 | 3 003 | 65,73 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 925 | 0,62 | 323 | 0,31 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 18 016 | 0,30 | 1 989 | 0,25 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 35 622 | 4,22 | 3 933 | 4,19 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 6 506 | 45,78 | 718 | 45,93 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 261 414 | 5,20 | 28 865 | 5,17 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 88 422 | 163,71 | 9 766 | 163,71 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 182 | 20 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 779 | 11,09 | 638 | 11,15 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 95 088 | 0,04 | 10 500 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 182 529 | 32,05 | 20 155 | 31,99 | ||||
| 2025-07-16 | 13F | Cabana Llc | 7 362 | 813 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22 648 | 6,20 | 2 501 | 6,16 | ||||
| 2025-04-16 | 13F | Compagnie Lombard Odier SCmA | 0 | 0 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 9 364 | 21,91 | 1 034 | 22,37 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 36 304 | 137,30 | 4 009 | 137,30 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 525 | 0,24 | 279 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 42 458 | 5,42 | 4 688 | 5,40 | ||||
| 2025-08-14 | 13F | Family Management Corp | 339 450 | 4,85 | 37 482 | 4,81 | ||||
| 2025-07-25 | 13F | Summa Corp. | 3 902 | 30,07 | 323 | −2,42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 617 | 0,16 | 68 | 0,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 469 255 | 10 459,29 | 6 | −98,98 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17 608 | 0,17 | 1 944 | 0,15 | ||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 89 430 | 271,54 | 9 878 | 271,49 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 30 207 | 3 335 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 26 313 | 24,46 | 2 905 | 24,41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 59 518 | 3,51 | 6 570 | 3,47 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 8 453 | 933 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 50 013 | 16,09 | 5 522 | 16,03 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 69 140 | 49,59 | 7 634 | 49,54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16 205 811 | 4,55 | 1 789 446 | 4,51 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 370 916 | 4,04 | 40 957 | 4,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 39 870 | 19,25 | 4 402 | 19,20 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 760 | 14,24 | 857 | 14,13 | ||||
| 2025-07-11 | 13F | Bell Bank | 17 098 | 1 888 | ||||||
| 2025-07-14 | 13F | Baring Financial LLC | 38 689 | 11,24 | 4 272 | 11,22 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 283 342 | 30,31 | 31 287 | 30,26 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 2 218 | 245 | ||||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 9 302 | 5,68 | 1 027 | 5,66 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 729 | 11,73 | 2 620 | 11,73 | ||||
| 2025-07-31 | 13F | United Community Bank | 254 | 28 | ||||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 5 214 | 1,05 | 576 | 0,88 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service | 351 972 | 4,62 | 38 865 | 4,58 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 16 169 | 2,46 | 1 785 | 2,41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 236 188 | 26 080 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 329 | 0,91 | 368 | 0,82 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1 882 | 208 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 105 942 | 11,35 | 122 118 | 11,31 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 27 271 | 15,45 | 3 011 | 15,41 |
