Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF comprennent First International Bank of Israel Ltd., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Frisch Financial Group, Inc., Syntegra Private Wealth Group, LLC, Merit Financial Group, LLC, Beese Fulmer Investment Management, Inc., Cornerstone Planning, LLC, GAMMA Investing LLC, FourThought Financial Partners, LLC, Alliance Wealth Advisors, LLC /UT, BKD Wealth Advisors, LLC, Mesirow Financial Investment Management, Inc., Kestra Private Wealth Services, Llc, Simon Quick Advisors, Llc, RFP Financial Group LLC, Sonata Capital Group Inc, Nwam Llc, Mosaic Family Wealth Partners, Llc, et Equitable Holdings, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Robbins Farley Llc | 4 325 | 101 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 77 899 | 37,30 | 1 817 | 38,49 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 38 575 | 12,82 | 900 | 13,80 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 158 931 | 4,38 | 3 708 | 5,28 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 131 551 | 11,45 | 3 069 | 12,42 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 209 684 | 5,85 | 4 892 | 6,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 93 548 | 8,17 | 2 182 | 9,10 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 859 | 0,75 | 945 | 2,27 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 255 337 | 9,66 | 5 957 | 10,62 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 43 699 | 186,40 | 1 019 | 189,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16 781 | 1,30 | 392 | 2,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 510 759 | 10,51 | 105 236 | 11,47 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 25 697 | 0,18 | 600 | 1,01 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 855 583 | 10,45 | 19 961 | 11,41 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 912 | 30,68 | 325 | 31,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 403 174 | 0,06 | 9 406 | 0,93 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 407 135 | 3,78 | 9 498 | 4,67 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 100 255 | 63,27 | 2 319 | 65,57 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 23 643 | 552 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 202 | 31,97 | 98 | 34,25 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 87 900 | 3,90 | 2 051 | 4,81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 19 866 | 2 194,00 | 463 | 2 215,00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 297 | 30 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 11 131 | 51,75 | 260 | 53,25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 423 | 24,40 | 289 | 25,65 | ||||
| 2025-07-02 | 13F | InvesTrust | 243 373 | 1,83 | 5 678 | 2,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 645 374 | 8,16 | 61 717 | 9,09 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 19 504 | 3,56 | 455 | 4,60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 99 370 | 0,33 | 2 318 | 1,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 386 | 9 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 157 165 | 24,22 | 3 667 | 25,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 193 | 291,91 | 261 | 295,45 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 405 524 | 0,83 | 9 461 | 1,70 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 170 106 | 4 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 121 063 | 9,83 | 2 824 | 10,79 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11 922 | 12,59 | 278 | 13,93 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 693 | 0,76 | 133 | 1,54 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 28 248 | 659 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 236 828 | 4,48 | 5 525 | 5,40 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 134 675 | 2,64 | 3 142 | 3,53 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 40 586 | 0,80 | 947 | 1,61 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 78 820 | 6,05 | 1 839 | 6,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 78 874 | 27,69 | 1 840 | 29,21 | ||||
| 2025-08-01 | 13F | First National Trust Co | 304 187 | 2,71 | 7 097 | 3,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 091 | 25 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 408 578 | 2,95 | 9 532 | 3,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 965 833 | 5,04 | 45 863 | 5,95 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 148 501 | 1,96 | 3 465 | 2,85 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 15 152 | 354 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 188 990 | 2,59 | 4 409 | 3,47 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 421 | 47,09 | 593 | 48,62 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 97 179 | 19,08 | 2 267 | 20,14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 28 417 | 4,81 | 663 | 5,58 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 198 111 | 12,76 | 4 582 | 14,41 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 934 505 | 8,57 | 21 802 | 9,51 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 20 090 | 32,45 | 469 | 33,71 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 523 | 246 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 000 | 163 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 778 176 | 5,96 | 41 485 | 6,88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 277 086 | 41,49 | 6 464 | 42,72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 103 | 258 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 347 748 | 13,77 | 8 113 | 14,75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 65 179 | 13,41 | 1 521 | 14,37 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 837 | 20 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 254 106 | 15,82 | 5 928 | 16,83 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18 525 | 1 029,57 | 432 | 1 067,57 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 48 674 | 9,59 | 1 136 | 10,52 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 265 503 | 0,49 | 6 194 | 1,36 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 206 974 | 4 829 | ||||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 108 216 | 2,51 | 2 525 | 3,40 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 99 104 | 6,67 | 2 311 | 7,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 851 059 | 5,98 | 43 185 | 6,90 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 621 | 61 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 69 296 | 7,28 | 1 617 | 8,17 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 124 671 | 3,36 | 2 884 | 4,95 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 10 470 | 776,88 | 244 | 803,70 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 16 091 | 52,16 | 375 | 53,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4 958 | 65,27 | 116 | 66,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 496 784 | 3,05 | 34 920 | 3,94 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 449 | 3,94 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 93 308 | 40,52 | 2 177 | 41,76 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 102 421 | 2 389 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 794 261 | 6,26 | 18 530 | 7,18 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 337 | 288 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 719 | 40 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 31 939 | 63,62 | 745 | 65,19 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 10 147 | 0,90 | 237 | 1,72 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 64 369 | 0,29 | 1 502 | 1,15 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 15 604 | 364 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 435 673 | 21,24 | 10 164 | 22,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132 274 | 47,71 | 3 | 50,00 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 490 800 | 16,69 | 11 450 | 17,70 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 256 889 | 5,26 | 5 993 | 6,18 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 18 737 | 437 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 252 442 | 5 889 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 845 | 1,20 | 20 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 452 932 | 3,12 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 275 | 45,71 | 30 | 45,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20 719 | 0,59 | 483 | 1,26 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 115 145 | 2 686 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 16 | 66,67 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 110 726 | 3,86 | 2 583 | 4,79 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 88 166 | 58,59 | 2 057 | 60,00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 737 633 | 14,77 | 40 539 | 15,77 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4 828 657 | 9,52 | 112 121 | 10,81 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 33 844 | 790 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 31 | 1 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 341 400 | 0,71 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 484 645 | 2 331,16 | 106 | -95,51 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 417 279 | 32,50 | 9 735 | 33,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 089 | 44,91 | 189 | 45,74 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 912 316 | 8,80 | 21 284 | 9,75 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 129 074 | 1,89 | 3 011 | 2,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 855 106 | 3,33 | 43 281 | 4,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 952 | 1,24 | 46 | 2,27 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 156 301 | 8,56 | 3 618 | 8,65 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 79 975 | 6,97 | 1 866 | 7,87 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 51 095 | 18,92 | 1 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22 571 | 54,57 | 527 | 56,08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 140 458 | 18,65 | 3 277 | 19,65 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 133 393 | 4,23 | 3 112 | 5,14 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 58 836 | 44,71 | 1 373 | 45,96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 201 489 | 3,41 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 26 143 | 610 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 030 084 | 6,42 | 117 352 | 7,34 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 062 464 | 8,41 | 24 787 | 9,35 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 239 078 | 9,63 | 75 568 | 10,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 592 891 | 13,62 | 37 162 | 14,61 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 151 | 0 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 944 550 | 15,58 | 22 036 | 16,58 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 69 598 | 1 587 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 301 086 | 0,10 | 7 024 | 0,96 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 96 944 | 2 262 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 24 304 | 6,77 | 567 | 7,79 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 65 298 | 166,62 | 1 523 | 169,08 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 49 639 | 364,00 | 1 158 | 368,83 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 34 502 | 156,03 | 805 | 158,52 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 111 739 | 2 607 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 162 411 | 12,40 | 27 119 | 13,37 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 35 912 | 78,87 | 838 | 80,39 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 202 900 | 0,47 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 36 265 | 14,16 | 846 | 15,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 249 015 | 4,59 | 5 760 | 6,10 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 84 837 | 8,57 | 1 979 | 9,52 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8 746 | 204 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 127 833 | 7,77 | 2 982 | 8,71 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 41 824 | 976 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 83 094 | 465,03 | 1 939 | 470,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 305 786 | 2,76 | 7 134 | 3,65 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 446 000 | 93,07 | 10 405 | 94,74 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 344 114 | 1,88 | 31 358 | 2,76 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 980 | 373 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 74 640 | 2,66 | 1 741 | 3,57 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 254 056 | 5 927 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 395 000 | 9 215 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64 885 | 7,29 | 1 514 | 8,23 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 383 137 | 1,66 | 8 939 | 2,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 500 | 53,37 | 152 | 54,08 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 39 840 | 19,32 | 929 | 20,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 501 | 14,67 | 35 | 16,67 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 95 070 | 33,61 | 2 218 | 34,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 491 | 36,96 | 1 340 | 38,04 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 317 423 | 1,24 | 7 405 | 2,11 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 52 324 | 5,51 | 1 221 | 6,36 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15 057 | 5,43 | 351 | 6,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 358 879 | 3,93 | 148 353 | 4,83 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 883 | 21 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 128 438 | 3,84 | 2 996 | 6,24 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 81 420 | 53,56 | 1 900 | 54,89 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8 654 | 202 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 682 | 44,80 | 16 | 50,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 799 668 | 14,28 | 65 316 | 15,27 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 191 150 | 5,94 | 4 460 | 6,85 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 37 181 | 18,28 | 863 | 19,03 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 512 009 | 3,16 | 11 945 | 4,05 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 184 648 | 0,97 | 4 308 | 1,82 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 28 050 | 18,11 | 654 | 19,13 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 901 671 | 8,53 | 21 036 | 9,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 476 | 9,64 | 384 | 10,66 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 38 335 | 43,08 | 894 | 44,43 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 180 | 3,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 674 | 16 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 41 503 | 0,44 | 968 | 1,36 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 59 685 | 94,27 | 1 392 | 96,06 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 707 197 | 1,38 | 16 499 | 2,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 797 | 4,22 | 275 | 6,59 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 115 469 | 3,05 | 2 694 | 3,94 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 346 557 | 1,05 | 31 415 | 1,92 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 523 416 | 12,07 | 35 541 | 13,04 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 877 | 116,24 | 44 | 115,00 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 365 736 | 5,49 | 8 533 | 6,40 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 52 475 | 17,90 | 1 224 | 18,95 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 12 600 | 0 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 89 988 | 10,41 | 2 099 | 11,35 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4 464 603 | 4,93 | 104 159 | 5,83 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 440 | 1,15 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 18 819 | 12,61 | 439 | 13,73 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 164 675 | 9,89 | 3 842 | 12,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33 081 | 1,10 | 772 | 1,98 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23 611 | 36,99 | 551 | 38,19 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 101 238 | 4,99 | 2 359 | 5,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 41 178 | 2,81 | 961 | 3,67 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 442 239 | 0,38 | 33 647 | 1,25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 183 | 214 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 536 670 | 19,68 | 12 521 | 20,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 92 494 | 7,97 | 2 158 | 8,88 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 78 336 | 38,46 | 1 819 | 40,06 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 192 654 | 35,17 | 4 495 | 36,35 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 790 | 1,28 | 18 | 0,00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 39 426 | 20,11 | 920 | 21,08 | ||||
| 2025-07-31 | 13F | United Community Bank | 13 200 | 6,62 | 308 | 7,34 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 45 900 | 94,08 | 1 071 | 95,61 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 246 678 | 1,15 | 5 755 | 2,02 |
