Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF comprennent Mason & Associates, LLC, Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares, BNP Paribas Asset Management Holding S.A., Colony Group, LLC, Sterling Group Wealth Management, LLC, Great Valley Advisor Group, Inc., Heritage Wealth Architects, Inc., Gw Henssler & Associates Ltd, WealthPlan Investment Management, LLC, Stark Wealth Management LLC, Heck Capital Advisors, LLC, Sculati Wealth Management, LLC, Trinity Wealth Management, LLC, ERn Financial, LLC, Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares, Leigh Baldwin & Co., Llc, 4J Wealth Management LLC, Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares, Castle Wealth Management Llc, et Tradewinds, LLC. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 57 895 | 1,24 | 3 153 | 13,06 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 397 875 | 18,16 | 21 668 | 31,98 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 216 509 | 6,31 | 11 791 | 18,74 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 909 | 13,00 | 594 | 26,38 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 12 246 | 34,07 | 667 | 49,66 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21 060 | 5,36 | 1 147 | 17,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 376 365 | 0,03 | 1 055 237 | 11,73 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 179 967 | 2,49 | 9 801 | 14,48 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 62 920 | 8,15 | 3 509 | 25,01 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 167 659 | 98,38 | 9 131 | 121,60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 942 777 | 6,59 | 160 264 | 19,05 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 328 509 | 9,42 | 17 891 | 22,22 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 3 670 | 200 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 42 710 | 1,27 | 2 326 | 13,08 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 362 476 | 4,45 | 19 740 | 16,66 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 40 354 | 8,29 | 2 198 | 20,98 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 458 437 | 2,74 | 24 966 | 14,74 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 33 | -78,57 | 2 | -85,71 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3 197 | 11,12 | 174 | 24,29 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 61 262 | 6,37 | 3 336 | 18,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 929 343 | 9,73 | 105 072 | 22,56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 035 | 3,96 | 982 | 16,21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 427 240 | 15,00 | 77 727 | 28,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 52 247 | 4,84 | 2 845 | 17,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 006 058 | 6,05 | 54 790 | 18,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 32 173 645 | 13,72 | 1 752 177 | 27,02 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 53 633 | 2 921 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 417 352 | 1 350,30 | 22 729 | 1 519,96 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38 446 | 1 980 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 187 041 | 2,35 | 10 186 | 14,32 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 156 285 | 1,63 | 8 511 | 13,51 | ||||
| 2025-08-11 | 13F | Eq Llc | 430 405 | 17,41 | 23 440 | 31,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 026 678 | 6,68 | 219 | 19,02 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 470 668 | 0,58 | 25 633 | 12,34 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 35 155 | 1 915 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 482 562 | 7,70 | 26 280 | 20,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 840 | 0,36 | 46 | 12,50 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 14 363 | 782 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 822 | 10,28 | 480 | 23,08 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 44 101 | 2 402 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 31 318 | 17,53 | 1 706 | 31,25 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 727 | 11,03 | 748 | 24,09 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 86 988 | 4 737 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 124 728 | 11,15 | 61 | 24,49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 022 649 | 1,08 | 382 | 13,02 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 231 380 | 17,96 | 12 601 | 31,74 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 100 728 | 5 486 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4 516 | 7,88 | 246 | 20,10 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 578 498 | 7,44 | 85 965 | 20,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 16 675 | 23,80 | 908 | 38,41 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 918 | 67,05 | 540 | 86,85 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 033 | 1 004,93 | 220 | 1 188,24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 205 791 | 223,12 | 11 207 | 243,35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 657 701 | 2,60 | 35 818 | 14,60 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 207 352 | 43,63 | 11 292 | 60,42 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 141 862 | 6,19 | 7 726 | 18,61 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 091 | 285,08 | 114 | 334,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 42 974 | 5,11 | 2 340 | 17,41 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11 166 | 608 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23 647 | 5,85 | 1 288 | 18,18 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 488 773 | 6,50 | 26 619 | 18,95 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 155 495 | 6,90 | 8 078 | 20,91 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 110 | 60 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 215 710 | 3,79 | 11 748 | 15,93 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 41 963 | 11,68 | 2 291 | 25,05 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 36 161 | 154,12 | 1 969 | 184,13 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 360 540 | 32,29 | 19 635 | 47,75 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 159 776 | 8 701 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 109 745 | 0,99 | 6 145 | 15,97 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 848 | 771,70 | 101 | 900,00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 41 800 | 2 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 442 818 | 0,74 | 24 116 | 12,52 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 879 | 320 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 102 138 | 5 562 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 46 958 | 193,47 | 2 557 | 227,82 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 58 709 | 532,57 | 3 197 | 607,30 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 9 069 | 494 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 251 067 | 39,26 | 13 673 | 55,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 084 | 4,05 | 386 | 16,31 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 22 694 | 5,21 | 1 236 | 17,51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 345 104 | 9,12 | 18 794 | 21,87 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 81 063 | 12,15 | 4 415 | 25,26 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5 435 | 18,95 | 296 | 32,88 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 338 | 400 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 784 | 43 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 486 323 | 1,68 | 26 553 | 20,98 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 110 585 | 4,89 | 6 022 | 17,16 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13 028 | 0,02 | 710 | 11,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 278 847 | 24,92 | 450 866 | 39,52 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 699 | 30,65 | 1 454 | 45,98 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1 096 600 | 10 866,00 | 59 721 | 12 162,83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9 581 | 73,32 | 522 | 93,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 088 | 1,81 | 713 | 13,74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 48 | 2,13 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 415 201 | 5,57 | 22 612 | 17,91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 94 438 | 12,42 | 5 143 | 25,56 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 718 287 | 9,85 | 39 118 | 22,70 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 23 544 | 0,05 | 1 282 | 11,77 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 641 394 | 6,28 | 31 159 | -1,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 196 272 | 19,32 | 174 | 33,85 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 122 064 | 14,21 | 6 970 | 38,96 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 31 906 | 2,19 | 1 738 | 14,13 | ||||
| 2025-08-14 | 13F | Bank of Marin | 8 890 | 38,02 | 484 | 54,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 104 266 | 6,36 | 5 678 | 18,79 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 398 067 | 53,82 | 21 679 | 71,80 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 270 873 | 1,12 | 14 752 | 12,95 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 26 698 | 1 454 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 48 170 | 2,63 | 2 623 | 14,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 88 100 | 2,80 | 4 798 | 14,82 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 27 677 | 78,78 | 1 507 | 99,87 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 48 809 | 4,07 | 2 658 | 16,27 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 038 131 | 3,44 | 56 537 | 15,53 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 6 187 | 32,46 | 337 | 48,02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 131 324 | 12,42 | 7 152 | 25,57 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 32 312 | 60,37 | 1 760 | 79,12 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7 176 | 138,09 | 391 | 148,41 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 85 334 | 6,35 | 4 647 | 18,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 597 693 | 650,98 | 87 010 | 738,81 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 75 | 4 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 147 530 | 2,40 | 8 034 | 14,36 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 403 | 131 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43 292 | 296,37 | 2 347 | 343,48 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 430 391 | 0,91 | 23 392 | 12,48 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 331 764 | 5,73 | 18 068 | 18,09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 228 966 | 91,34 | 12 469 | 113,73 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 43 714 | 14,11 | 2 381 | 27,48 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 030 | 165 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 385 577 | 3,67 | 184 379 | 15,79 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 18 281 | 17,46 | 996 | 31,27 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 28 186 | 6,83 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 32 607 | 15,07 | 1 776 | 28,53 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 211 | 229 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6 131 | 18,45 | 334 | 32,14 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9 563 | 22,38 | 521 | 36,48 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 16 261 | 886 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 715 | 677,17 | 39 | 850,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 423 | 677 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 703 157 | 0,12 | 38 294 | 11,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19 656 038 | 5,61 | 1 070 468 | 17,95 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 570 | 66,62 | 630 | 86,39 | ||||
| 2025-07-16 | 13F | American National Bank | 140 | 8 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 283 546 | 27,15 | 15 442 | 42,01 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 88 767 | 116,55 | 4 834 | 141,94 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 27 367 | 8,50 | 1 490 | 21,24 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 138 922 | 2,90 | 7 566 | 14,92 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4 967 | 271 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20 103 | 5,02 | 1 095 | 17,26 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 110 266 | 4,96 | 6 005 | 17,24 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 18 075 | 6,90 | 984 | 13,63 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 73 387 | 3 997 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 835 554 | 9,92 | 45 504 | 22,77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 021 544 | 35,31 | 491 331 | 51,15 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 183 071 | 82,46 | 9 970 | 103,80 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 874 | 1,68 | 483 | 13,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 880 | 35,97 | 701 | 52,06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 262 407 | 57,73 | 14 291 | 76,18 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 61 461 | 21,08 | 3 347 | 35,23 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 165 594 | 5,97 | 9 018 | 18,36 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 101 792 | 2,82 | 5 544 | 14,83 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 21 188 | 9,74 | 1 154 | 22,64 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 446 | 86,04 | 460 | 107,69 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 322 976 | 28,46 | 17 596 | 43,54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 6 103 | 332 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 344 360 | 36,03 | 18 754 | 51,93 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 314 | 16,05 | 113 | 9,80 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7 425 | 13,81 | 404 | 27,04 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 93 599 | 0,50 | 5 097 | 12,24 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 113 413 | 6,95 | 6 176 | 19,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48 201 | 15,08 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26 526 | 6,53 | 1 445 | 18,95 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50 917 | 1,35 | 2 773 | 13,19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 565 738 | 2,27 | 30 810 | 14,23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 38 221 | 13,00 | 2 082 | 26,20 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 161 422 | 864,17 | 8 791 | 977,33 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 735 | 421 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 836 476 | 1,07 | 45 554 | 12,89 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9 953 | 542 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 815 | 10,52 | 916 | 23,48 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 155 816 | 19,66 | 8 486 | 33,64 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 55 682 | 7,55 | 3 032 | 20,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 269 612 | 97,52 | 14 683 | 109,91 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 17 561 | 10,84 | 956 | 23,83 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 55 004 | 1,05 | 2 996 | 12,85 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 38 093 | 0,44 | 2 075 | 12,17 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 149 631 | 8 149 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5 635 | 295 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 825 | 0,12 | 45 | 10,00 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 55 493 | 1,62 | 3 107 | 16,72 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 895 | 267 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 879 | 72,40 | 320 | 95,12 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 51 634 | 2 812 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 362 524 | 4,31 | 19 743 | 16,51 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 700 333 | 0,15 | 38 140 | 11,85 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 344 939 | 7,77 | 291 085 | 20,37 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12 691 | 6,93 | 691 | 19,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 496 054 | 25,42 | 680 535 | 40,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 362 | 336,26 | 1 000 | 387,32 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 137 632 | 1,56 | 7 495 | 13,42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 113 | 6 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 180 820 | 9,54 | 9 847 | 22,35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20 | 1 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 419 652 | 2,53 | 22 854 | 14,52 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 195 | 3,42 | 882 | 15,47 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 659 396 | 12,83 | 35 911 | 26,03 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 460 | 243 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 141 855 | 1,16 | 7 725 | 12,99 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 527 911 | 5,14 | 29 574 | 20,37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 547 581 | 10,53 | 247 661 | 23,45 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 51 568 | 208,92 | 2 808 | 245,39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 877 030 | 9,01 | 47 763 | 21,76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 545 298 | 32,73 | 29 697 | 48,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 178 407 | 2,41 | 9 716 | 14,39 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 220 585 | 28,52 | 12 013 | 43,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 62 330 | 2,24 | 3 394 | 14,20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 210 234 | 109,31 | 11 449 | 133,80 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 121 760 | 0,91 | 6 817 | 15,88 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 18 150 | 117,89 | 988 | 143,35 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 423 669 | 172,01 | 23 | 228,57 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 26 156 | 1 424 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 15 728 | 31,18 | 857 | 46,58 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 212 486 | 54,52 | 11 572 | 72,57 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8 548 | 36,16 | 466 | 51,96 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 122 810 | 6,89 | 6 688 | 19,39 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 177 981 | 9 693 | ||||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 5 660 | 0,07 | 308 | 12,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 29 754 | 63,26 | 1 670 | 96,35 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 24 407 | 4,85 | 1 382 | 19,55 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 497 | 66,16 | 408 | 85,45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 29 004 | 74,06 | 1 580 | 94,46 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 625 | 34 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 639 009 | 6,05 | 34 800 | 18,04 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 3 682 | 201 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 194 975 | 10 618 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 42 649 | 0,31 | 2 323 | 12,01 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 809 | 207 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 89 134 | 92,73 | 4 854 | 115,25 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 96 553 | 0,63 | 5 258 | 12,40 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1 644 822 | 1,19 | 89 577 | 13,02 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30 893 | 1 682 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 26 245 | 1,99 | 1 429 | 13,96 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 44 101 | 19,03 | 2 402 | 32,95 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 56 406 | 10,60 | 3 072 | 23,53 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 50 974 | 14,12 | 2 776 | 27,46 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 98 000 | 5 096 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 743 842 | 101,77 | 36 270 | 91,96 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 60 389 | 0,01 | 3 289 | 11,68 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 65 620 | 1,75 | 3 574 | 13,65 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19 343 | 1 053 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10 805 | 606 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 388 485 | 20,07 | 21 157 | 34,10 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5 439 | 7,62 | 296 | 20,33 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 111 474 | 25,47 | 6 071 | 40,12 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 327 075 | 4,04 | 17 812 | 16,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 219 417 | 6,48 | 11 949 | 18,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 305 | 50,87 | 71 | 69,05 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 45 494 | 2 478 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 92 390 | 151,36 | 5 032 | 180,75 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 13 823 | 14,50 | 674 | 9,06 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 58 428 | 931,93 | 3 177 | 1 046,57 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 90 399 | 4,43 | 4 968 | 17,73 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 52 186 | 0,26 | 2 842 | 12,02 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 103 662 | 57,32 | 5 645 | 75,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 99 192 | 17,72 | 5 403 | 31,50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 99 595 | 5 424 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 400 505 | 3,57 | 21 811 | 15,68 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 20 203 | 1 100 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 42 072 | 10,77 | 2 291 | 23,70 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 6 360 | 14,16 | 346 | 27,68 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 43 764 | 5,71 | 2 383 | 18,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89 015 | 4,42 | 4 848 | 16,63 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 25 720 | 4,79 | 1 398 | 29,11 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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 | 3 180 174 | 0,71 | 173 192 | 12,49 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 50 839 | 2,51 | 2 769 | 14,47 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 134 360 | 3,05 | 7 317 | 15,10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 25 067 | 79,04 | 1 365 | 100,15 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 79 796 | 33,13 | 4 346 | 48,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 290 | 1,21 | 1 051 | 13,02 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 33 497 | 51,58 | 1 824 | 69,36 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 245 065 | 24,96 | 13 741 | 45,34 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 393 147 | 21 411 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 26 138 | 2,80 | 1 423 | 14,85 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 120 649 | 57,21 | 6 571 | 75,57 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 102 | 6 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 157 730 | 2,20 | 8 590 | 14,09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 101 589 | 5 533 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19 876 | 2,94 | 1 082 | 14,98 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 102 138 | 10,91 | 5 562 | 23,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116 495 | 2,33 | 6 344 | 14,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 805 218 | 0,62 | 43 852 | 12,39 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 67 176 | 9,30 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 103 361 | 9,27 | 5 629 | 22,05 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 990 | 19,83 | 8 495 | 33,84 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6 097 | 1,11 | 332 | 12,93 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 392 474 | 3,68 | 21 374 | 15,80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 89 493 | 4,91 | 5 011 | 20,46 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 11 015 | 2,54 | 600 | 14,53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 50 035 | 13,39 | 2 725 | 26,64 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 239 639 | 10,58 | 13 051 | 23,51 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 18 844 | 1 026 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 95 | 1 780,00 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 17 422 | 1,55 | 949 | 13,40 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 103 146 | 6,14 | 5 617 | 18,55 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9 987 | 0,97 | 544 | 12,66 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 73 102 | 1,46 | 3 981 | 13,32 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 15 917 | 19,32 | 867 | 33,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 223 318 | 29,80 | 175 446 | 44,87 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22 516 | 1 226 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 4 681 | 8,78 | 255 | 21,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 107 200 | 5 838 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 31 765 | 0,15 | 1 728 | 11,77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323 505 | 18,37 | 17 618 | 32,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 733 | 4 332,99 | 448 | 4 866,67 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 115 | 333 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 142 775 | 4,70 | 7 776 | 16,93 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 870 | 265 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 330 222 | 2,82 | 17 984 | 14,84 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 130 755 | 5,01 | 7 121 | 11,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 442 | 14,39 | 405 | 27,76 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 118 298 | 273,18 | 6 443 | 316,96 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 138 896 | 15,62 | 7 564 | 29,14 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 42 204 | 3,23 | 2 298 | 15,30 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 19 412 | 1 057 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 997 | 15,73 | 1 089 | 29,33 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 720 | 1 074 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 671 231 | 32,88 | 36 555 | 48,42 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 51 570 | 2 809 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 856 325 | 5,96 | 101 096 | 18,34 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12 760 | 50,79 | 695 | 68,45 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 2 554 442 | 4,44 | 139 115 | 16,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 989 | 3,52 | 2 123 | 15,63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 93 126 | 5 072 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 595 696 | 0,72 | 32 | 14,29 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 351 727 | 0,39 | 19 155 | 12,13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71 238 406 | 3,67 | 3 879 644 | 15,79 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 172 084 | 3,36 | 9 372 | 15,45 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 148 | 8 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 26 785 | 8,78 | 1 443 | 20,25 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 28 097 | 13,56 | 1 530 | 26,87 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 45 544 | 268,99 | 2 480 | 312,65 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 155 434 | 37,43 | 7 579 | 30,75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 277 065 | 6,50 | 15 452 | 21,81 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 318 977 | 3,99 | 17 815 | 19,11 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 553 264 | 2,58 | 30 131 | 14,58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 347 703 | 8,51 | 73 396 | 21,20 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 2 443 055 | 0,27 | 133 049 | 11,99 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 15 583 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 679 741 | 94,33 | 145 939 | 117,04 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 6 331 | 3,55 | 345 | 15,44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 104 200 | 1,85 | 5 675 | 13,75 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 48 370 | 196,86 | 2 634 | 231,74 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 151 054 | 378,64 | 8 226 | 434,85 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 375 317 | 4,78 | 20 440 | 17,03 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 186 031 | 1,60 | 10 131 | 13,47 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 392 369 | 24,52 | 21 | 40,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 041 | 57 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387 629 | 20,26 | 21 110 | 34,32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 138 | 8 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 105 145 | 31,99 | 5 765 | 57,13 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 353 394 | 0,91 | 19 246 | 12,71 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 38 060 | 3,63 | 2 073 | 15,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 29 984 | 279,40 | 1 633 | 323,90 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 75 939 | 4 136 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 311 387 | 8,66 | 16 958 | 21,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36 740 | 11,94 | 2 001 | 25,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128 722 | 19,22 | 7 010 | 33,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 124 566 | 630,94 | 6 784 | 717,23 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 26 260 | 1,90 | 1 430 | 13,85 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 228 806 | 29,54 | 12 461 | 44,68 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 125 325 | 1,29 | 6 825 | 13,26 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 799 161 | 21,59 | 315 822 | 35,80 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 137 819 | 8,51 | 7 506 | 21,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 981 534 | 8,01 | 53 454 | 20,64 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32 302 | 24,31 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 620 928 | 47,15 | 33 660 | 64,51 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 958 | 1 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 294 576 | 2,07 | 16 043 | 14,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1 096 575 | 3,86 | 59 719 | 16,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 146 627 | 3,48 | 7 985 | 15,57 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 305 823 | 2,00 | 16 655 | 13,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 29 109 | 10,02 | 1 585 | 22,87 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 22 464 | 1,07 | 1 223 | 12,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 43 082 | 50,20 | 2 346 | 67,81 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 76 803 | 5,40 | 4 183 | 17,74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 493 174 | 13,47 | 135 778 | 26,73 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 98 625 | 5 371 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3 725 | 203 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55 357 | 19,82 | 3 015 | 33,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 10 699 | 14,18 | 583 | 27,63 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 229 640 | 10,43 | 12 506 | 30,94 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 103 383 | 14,59 | 5 630 | 27,98 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1 045 | 57 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 122 170 | 18,30 | 6 653 | 32,14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 229 496 | 2,54 | 12 498 | 14,52 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 30 776 | 17,83 | 1 676 | 31,66 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23 869 | 0,07 | 1 300 | 11,69 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 026 | 219 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 2 231 728 | 4,83 | 121 540 | 17,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 151 837 | 8 269 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 211 341 | 4,17 | 11 510 | 16,35 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39 027 | 7,94 | 2 125 | 20,60 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 92 251 | 4,21 | 5 024 | 16,38 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 866 | 12,85 | 265 | 26,19 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 11 878 | 654 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 604 596 | 9,72 | 360 | 22,53 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 027 | 274 | ||||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 2 285 263 | 47,24 | 124 455 | 64,45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30 229 | 167,70 | 1 646 | 199,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 517 275 | 29,78 | 28 171 | 44,95 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5 911 | 15,49 | 322 | 28,92 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5 255 | 2,24 | 286 | 14,40 | ||||
| 2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 187 952 | 10 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82 653 | 6,72 | 4 501 | 19,20 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 392 255 | 4,19 | 21 362 | 16,38 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 209 859 | 3,52 | 11 429 | 15,62 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 26 241 | 2,00 | 1 429 | 13,96 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 15 084 | 11,18 | 821 | 24,21 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 48 906 | 2,43 | 2 654 | 13,96 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 89 757 | 2,11 | 4 888 | 14,05 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 159 659 | 8 695 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 202 381 | 127,79 | 11 022 | 154,41 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 85 457 | 1,42 | 4 654 | 13,29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 40 587 | 227,71 | 2 210 | 266,50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 459 635 | 6,92 | 25 032 | 19,46 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 63 553 | 3 461 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 212 868 | 69,24 | 11 614 | 90,38 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 130 540 | 10,82 | 7 109 | 23,79 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 198 272 | 5,46 | 10 798 | 17,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 398 572 | 2,91 | 19 434 | -2,09 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 65 401 | 33,78 | 3 562 | 49,43 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 505 292 | 104,08 | 27 518 | 127,95 |
