Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard World Fund - Vanguard Energy ETF inkluderer TT Capital Management LLC, Ieq Capital, Llc, Atlantic Union Bankshares Corp, Garrett Investment Advisors LLC, Nordwand Advisors, LLC, Insigneo Advisory Services, Llc, ERNZ - TrueShares Active Yield ETF, XTX Topco Ltd, L.m. Kohn & Company, SMIDX - SMI Dynamic Allocation Fund, Smith Asset Management Co., LLC, Thoroughbred Financial Services, Llc, Glenmede Investment Management, LP, SMILX - SMI 50/40/10 Fund, Harbor Asset Planning, Inc., Dunhill Financial, LLC, Kayne Anderson Rudnick Investment Management Llc, FFOX - FundX Future Fund Opportunities ETF, JDM Financial Group LLC, og Decker Retirement Planning 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 4 | |||||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 75 687 | 5,69 | 8 644 | −4,64 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 921 | 0,11 | 110 | −8,40 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 18 928 | 2,59 | 2 255 | −5,81 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 860 | 96 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 32 | 4 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 3 370 | 0,78 | 416 | 13,08 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 2 221 | 22,64 | 265 | 12,82 | ||||
| 2025-07-31 | 13F | City State Bank | 1 332 | 0,76 | 159 | −7,60 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 2 269 | 0,53 | 270 | −7,53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17 841 | 11,56 | 2 125 | 2,46 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 10 983 | 62,90 | 1 308 | 49,66 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 177 | 4,12 | 21 | −4,55 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 29 338 | 9,59 | 3 495 | 0,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 66 189 | 455,88 | 7 884 | 410,62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 103 189 | 0,79 | 12 292 | −7,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 500 | 25,00 | 1 370 | 14,75 | |||
| 2025-08-05 | 13F | Huntington National Bank | 360 | −55,94 | ||||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 142 461 | 13,39 | 16 270 | 2,29 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 14 197 | 0,54 | 1 691 | −7,65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 931 | 1,35 | 349 | −6,93 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 86 | 1,18 | 10 | −9,09 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 1 804 | 5,31 | 215 | −3,60 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 27 888 | 4,50 | 3 322 | −4,02 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 120 | 21,56 | 253 | 11,50 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31 806 | 3 702 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 8 276 | 7,99 | 986 | −0,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 469 | 55,09 | 2 572 | 44,68 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 699 258 | 13,16 | 83 296 | 3,92 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 16 930 | 3,85 | 2 017 | −4,64 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 832 | 0,48 | 99 | −7,48 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1 066 | 1,81 | 127 | 8,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13 916 | 14,42 | 1 658 | 5,07 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 410 | 525 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 14 432 | 1,18 | 1 719 | −7,08 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 35 153 | 12,50 | 4 187 | 3,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 42 177 | 17,94 | 5 024 | 8,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 414 302 | 1,27 | 49 351 | −7,00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 6 557 | 25,21 | 781 | 15,02 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 2 032 | 41,11 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 8 669 | 1,38 | 1 033 | −6,94 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 63 078 | 14,07 | 7 204 | 2,91 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 342 | 44,92 | 41 | 33,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 847 | 4,55 | 339 | −3,97 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 97 338 | 7,56 | 11 117 | −2,98 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 39 | 5,41 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 11 543 | 11,02 | 1 375 | 2,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 44 346 | 1 001,76 | 5 283 | 911,88 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 6 604 | 7,71 | 787 | −1,13 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 933 | 0,47 | 707 | −7,71 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 21 035 | 5,36 | 2 728 | 12,68 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 19 626 | 2 338 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1 856 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 598 | 0,01 | 905 | −8,12 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3 916 | 508 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 698 | 0,14 | 83 | −7,78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 399 | 0,12 | 405 | −8,18 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 2 378 | 283 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 107 | 28,92 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 779 | 6,08 | 4 381 | −2,58 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 141 768 | 1,55 | 16 887 | −6,74 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 6 484 | 2,99 | 772 | −5,39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 306 | 1,10 | 394 | −7,31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 92 | 17,95 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7 047 | 0,07 | 839 | −8,11 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 3 041 | 18,47 | 362 | 9,04 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 24 887 | 4,63 | 2 965 | −3,92 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 1 943 | 252 | ||||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 127 997 | 3,84 | 14 619 | −6,32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 088 | 44,01 | 606 | 33,77 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 429 | 28,09 | 409 | 17,58 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 65 | 1,56 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 592 | 190 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 202 | 11,49 | 262 | 2,34 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 5 078 | 6,97 | 605 | −1,79 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 825 | 16,32 | 217 | 6,90 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250 152 | 11 812,00 | 2 | −99,26 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 2 443 | 5,76 | 291 | −2,68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 757 | 40,76 | 686 | 28,52 | ||||
| 2025-08-08 | 13F | Creative Planning | 73 257 | 8,38 | 8 726 | −0,47 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 784 | 0,24 | 467 | 12,83 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 2 270 | 4,03 | 270 | −4,59 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 168 | 16,67 | 20 | 11,11 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 686 | 202 | ||||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2 961 | 13,19 | 353 | 3,83 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 19 920 | 2,77 | 2 373 | −5,65 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 835 | 0,12 | 99 | −8,33 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 688 | 6,23 | 201 | −2,43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 20 623 | 3,94 | 2 457 | −4,55 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 776 | 94,67 | 688 | 91,64 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 14 318 | 2,58 | 1 706 | −5,80 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3 146 | 4,38 | 375 | −4,10 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 243 129 | 7,55 | 28 962 | −1,23 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 21 720 | 1 249,91 | 2 587 | 1 143,75 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 109 357 | 25,84 | 13 027 | 15,57 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 4 127 | 0,36 | 492 | −0,61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 288 | 1,72 | 868 | 14,51 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 33 150 | 13,28 | 4 | 33,33 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 9 787 | 0,72 | 1 166 | −7,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 816 | 3,49 | 1 884 | −4,94 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 33 341 | 19,20 | 3 972 | 9,48 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 848 | 13,37 | 0 | |||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 4 259 | 14,98 | 507 | 5,63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 18 972 | 16,87 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 868 | 1,93 | 580 | −6,46 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 440 | 0,62 | 291 | −1,36 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 90 | 11 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 9 262 | 0,08 | 1 102 | −8,17 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 48 779 | 105,26 | 5 811 | 88,51 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 17 882 | 2,83 | 2 130 | −5,54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 376 | 3,08 | 998 | −5,41 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 26 748 | 13,18 | 3 055 | 2,11 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 15 404 | 1,26 | 1 835 | −7,05 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 20 879 | 4,75 | 2 487 | −3,79 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 | 36,36 | 4 | 50,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 951 | 296,25 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | Call | 107 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 959 | 13,83 | 472 | 4,43 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 896 | 118,85 | 2 966 | 101,02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 612 | 1,56 | 1 026 | −6,73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 416 | 8,37 | 526 | −0,38 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 41 277 | 2,66 | 4 917 | −5,73 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 305 | 751 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 235 213 | 4,88 | 147 138 | −3,68 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 140 | 25,00 | 17 | 14,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23 548 | 7,32 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4 308 | 0,23 | 513 | −7,90 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 236 | 0,81 | 809 | 7,73 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 5 651 | 0,78 | 673 | −7,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 185 192 | 27,33 | 22 | 22,22 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 68 | 8 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 894 | 2,71 | 226 | −5,86 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 900 | 45,00 | 345 | 33,20 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 3 995 | 0,76 | 476 | −7,39 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 544 | 0,13 | 184 | −8,04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13 763 | 0,14 | 1 639 | −8,02 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 070 | 366 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 875 | 84,31 | 581 | 69,39 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 10 385 | 2,42 | 1 237 | −5,93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10 911 | 46,48 | 1 300 | 34,47 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 49 297 | 0,10 | 5 872 | −8,06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 257 | 0,39 | 33 | 10,00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 23 341 | 5,46 | 2 783 | −3,97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 031 | 175,80 | 3 821 | 153,72 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 122 | 0,83 | 15 | −6,67 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3 866 | 5,54 | 461 | −3,16 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 353 477 | 23 247,23 | 42 106 | 21 382,65 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39 392 | 13,60 | 4 692 | 4,34 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14 604 | 17,40 | 1 740 | 7,81 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 16 | 2 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 123 | 0,82 | 15 | −6,67 | ||||
| 2025-08-06 | 13F | Simmons Bank | 7 863 | 4,24 | 937 | −4,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 74 209 | 67,67 | 8 840 | 53,99 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 2 056 | 2,49 | 245 | −6,15 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 493 | 11,62 | 1 250 | 2,46 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 19 071 | 0,83 | 2 272 | −7,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 991 | 207,70 | 1 071 | 182,32 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 789 | 0,28 | 690 | −7,89 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 978 | 8,57 | 355 | −0,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 188 | 20,29 | 261 | 10,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71 500 | 54,43 | 8 517 | 41,83 | |||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5 465 | 0,02 | 651 | −8,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 16 000 | 55,34 | 1 906 | 42,59 | |||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 438 | 30,33 | 886 | 19,73 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 70 | 1,45 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 9 920 | 2,28 | 1 182 | −6,12 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 73 | 9 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 | 3 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 012 | 256,55 | 1 193 | 227,47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 226 | 49,01 | 384 | 37,14 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5 261 | 1,23 | 627 | −7,12 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 12 435 | 1,54 | 1 420 | −8,39 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 169 | 10,75 | 1 092 | 1,77 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 354 | 2,61 | 42 | −4,55 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8 800 | 41,94 | 1 048 | 30,35 | |||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 23 189 | 772 866,67 | 2 762 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 3 571 | 20,76 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2 854 | 1,24 | 343 | 6,21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 587 | 24,10 | 785 | 13,95 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 773 | 2,18 | 569 | −6,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 245 750 | 11,80 | 29 274 | 2,67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 293 | 3,69 | 1 345 | −4,75 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15 710 | 1 871 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 34 484 | 1,29 | 4 108 | −6,98 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 974 | 2,87 | 2 737 | −5,52 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 82 792 | 9 862 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 23 745 | 11,68 | 2 829 | 2,58 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 1 706 | 0,18 | 203 | −7,73 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 9 602 | 6,17 | 1 144 | −2,56 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2 098 | 0,77 | 250 | −7,78 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 989 | 3,02 | 118 | −5,65 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 640 | 89,69 | 1 744 | 74,13 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 129 780 | 11,09 | 14 822 | 0,22 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 203 | 0,50 | 24 | −7,69 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9 911 | 7,89 | 1 181 | 5,92 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 154 602 | 4,47 | 18 272 | −5,00 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 56 631 | 8,94 | 6 468 | −1,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 70 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14 364 | 20,75 | 1 711 | 10,89 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 330 | 39 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 930 | 230 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33 480 | 2,89 | 3 988 | −5,50 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 233 | 0,11 | 981 | −8,07 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 562 | 0,09 | 901 | −8,07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 482 | 62,86 | 177 | 60,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23 714 | 527,19 | 3 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 459 | 0,46 | 412 | −7,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 178 | 51,84 | 2 165 | 39,50 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2 848 | 0,21 | 339 | −7,88 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1 708 | 203 | ||||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 51 636 | 4,41 | 6 151 | −4,12 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 860 760 | 9,00 | 102 534 | 0,10 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 108 941 | 14,47 | 12 442 | 3,27 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 718 | 324 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 330 | 754 | ||||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 16 672 | 6,36 | 1 904 | −4,03 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 534 | 7,52 | 897 | −1,21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 183 | 0,36 | 736 | −7,88 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 215 | 0,94 | 26 | −7,41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 31 517 | 3,52 | 4 | 0,00 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 754 276 | 1 631,26 | 89 849 | 1 666,25 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 906 | 108 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 20 292 | 2,45 | 2 417 | −5,92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 302 | 100,82 | 1 259 | 114,12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 827 | 13,34 | 218 | 11,28 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 284 | 111,23 | 1 582 | 94,11 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 192 | 23 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 184 100 | 9,97 | 21 930 | 0,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 926 | 57,95 | 825 | 45,25 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 5 290 | 630 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 921 | 2 383,07 | 944 | 2 200,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 293 | 106,34 | 35 | 94,44 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 1 000 | 25,00 | 119 | 15,53 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 2 070 | 0,19 | 0 | |||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 6 029 | 0,79 | 746 | −3,74 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 25 011 | 3,49 | 2 979 | −4,95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 22 666 | 8,61 | 2 700 | −0,26 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6 080 | 0,05 | 724 | −8,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 177 | 25,53 | 1 212 | 23,30 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 26 436 | 2 522,62 | 3 149 | 2 321,54 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2 613 | 311 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 31 912 | 0,46 | 3 801 | −7,74 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 11 216 | 9,77 | 1 371 | 3,40 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 5 | 1 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32 540 | 20,85 | 4 221 | 29,21 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 2 561 | 3,39 | 305 | −4,98 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 159 110 | 7,15 | 18 953 | −1,60 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 986 | 1 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 592 | 0,38 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 328 | 228,53 | 396 | 202,29 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 853 | 0,67 | 340 | −7,63 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 31 200 | 124,46 | 3 717 | 106,22 | |||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 856 | 18,76 | 459 | 9,03 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 18 800 | 29,66 | 2 239 | 19,10 | |||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 1 998 | 4,44 | 238 | −4,03 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 344 174 | 2,73 | 40 998 | −5,66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 318 691 | 0,53 | 37 963 | −7,68 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 082 | 8,81 | 1 082 | −0,09 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 185 | 0,54 | 22 | −4,35 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 51 239 | 0,33 | 6 104 | −7,87 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 12 620 | 7,13 | 1 503 | −1,57 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 93 550 | 0,61 | 11 144 | −7,61 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5 116 | 4,39 | 609 | −4,09 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 23 078 | 12,47 | 2 749 | 3,27 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 447 | 10,54 | 887 | 1,60 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 889 | 17,88 | 1 178 | 8,18 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 277 | 59,20 | 33 | 45,45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 519 | 0,20 | 1 015 | −7,99 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 577 | 307 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 6 165 | 4,94 | 734 | −3,67 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 118 984 | 2,08 | 14 173 | −6,26 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 096 | 0,70 | 1 084 | −7,51 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 18 | 2 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 325 | 0,12 | 396 | −7,91 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 831 | 0,64 | 337 | −7,42 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 34 755 | 0,98 | 4 140 | −7,28 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 470 | 4,31 | 294 | −4,23 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2 400 | 286 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 320 | 1,13 | 991 | −7,12 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 298 | 263,41 | 35 | 250,00 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 51 697 | 3,05 | 6 158 | −5,35 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 23 767 | 0,47 | 2 831 | −7,76 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 532 | 9,66 | 183 | 0,55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21 651 | 815,09 | 2 579 | 742,81 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14 581 | 8,77 | 1 737 | −0,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 307 070 | 90,82 | 36 578 | 75,24 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 24 738 | 10,59 | 2 825 | −0,25 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 2 360 | 264 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 25 559 | 6,12 | 3 045 | −2,53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 699 | 917 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 692 | 3,86 | 321 | −4,76 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2 433 | 4,06 | 290 | −4,62 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2 426 | 5,85 | 289 | −3,03 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45 018 | 409,20 | 5 364 | 368,06 |
