Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF comprennent Grimes & Company, Inc., Southeast Asset Advisors Inc., Sierra Capital LLC, RPg Family Wealth Advisory, LLC, Manning & Napier Advisors Llc, J.Safra Asset Management Corp, Divergent Planning, LLC, Elequin Capital Lp, Tfo-tdc, Llc, STMYX - Sierra Tactical Municipal Fund Class Special Shares, Bramshill Investments, LLC, Pecaut & Co., Oakwell Private Wealth Management, LLC, Abacus Planning Group, Inc., Goldman Sachs Group Inc, Midwestern Financial, LLC /IA, Curbstone Financial Management Corp, PFW Advisors LLC, ORG Partners LLC, et Platform Technology Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 141 | 364 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 88 203 | 16,75 | 4 491 | 16,92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12 716 | 35,36 | 647 | 35,64 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4 445 | 0,77 | 226 | 0,89 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 56 763 | 19,27 | 2 890 | 19,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45 771 | 228,27 | 2 331 | 228,63 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 101 | 8,48 | 820 | 8,62 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 59 301 | 14,62 | 3 020 | 14,79 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 83 167 | 12,47 | 4 235 | 12,61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12 133 | 47,50 | 618 | 47,61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 011 957 | 17,59 | 51 529 | 17,75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4 524 | 230 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 228 795 | 17,92 | 11 650 | 18,09 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 38 034 | 1 937 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 37 417 | 236,21 | 1 905 | 237,17 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 101 200 | 11,58 | 5 153 | 11,73 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 5 900 | 300 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 15 708 | 18,93 | 800 | 19,08 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 84 797 | 19,87 | 4 318 | 20,02 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 15 244 | 8,71 | 776 | 8,84 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 903 | 0 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 82 731 | 472,93 | 4 213 | 473,84 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 498 744 | 126,23 | 25 396 | 126,55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 081 | 310 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 91 277 | 43,40 | 4 651 | 43,96 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 248 447 | 1,57 | 12 651 | 1,70 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 259 | 66,36 | 166 | 66,67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 79 561 | 22,57 | 4 051 | 22,79 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 262 | 60,74 | 13 | 62,50 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 975 | 101 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 6 266 | 36,31 | 319 | 36,91 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 88 398 | 4 500 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 13 702 | 7,47 | 698 | 7,56 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 800 | 9,43 | 295 | 9,67 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 514 | 414,00 | 26 | 420,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 27 558 | 0,32 | 1 403 | 0,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 54 918 | 109,28 | 2 796 | 109,60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 989 | 59,31 | 865 | 59,59 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 163 246 | 47,21 | 8 301 | 47,63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 35 867 | 519,36 | 1 826 | 521,09 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 5 695 | 0,09 | 290 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 809 121 | 12,67 | 41 200 | 12,82 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6 129 | 1,36 | 312 | 1,63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 43 097 | 42,66 | 2 194 | 42,84 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 29 187 | 59,89 | 1 486 | 60,13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 164 260 | 23,77 | 8 364 | 23,95 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 897 | 657 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 28 936 | 15,19 | 1 473 | 15,35 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 18 815 | 41,99 | 958 | 42,35 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 619 808 | 26,12 | 31 596 | 26,57 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 50 108 | 2,44 | 2 552 | 2,57 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29 328 | 35,45 | 1 493 | 35,73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 87 990 | 49,08 | 4 480 | 49,28 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 6 913 | 352 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 9 044 | 7,59 | 461 | 7,73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124 674 | 11,22 | 6 348 | 11,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 326 397 | 8,46 | 169 380 | 8,61 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 13 019 | 133,61 | 663 | 133,92 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 139 051 | 32,62 | 7 080 | 32,81 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7 071 | 47,04 | 360 | 48,15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 876 | 459,77 | 1 267 | 462,67 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 694 420 | 185,14 | 35 360 | 185,54 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 181 152 | 4,50 | 9 224 | 4,64 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 14 997 | 166,38 | 764 | 166,78 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 156 687 | 0,06 | 7 968 | 0,34 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 230 824 | 5,85 | 11 754 | 6,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 248 340 | 107,42 | 12 645 | 107,70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 464 | 0,79 | 227 | 0,89 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 263 278 | 64,99 | 13 406 | 65,22 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 5 269 | 0,76 | 268 | 1,13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 291 | 113,54 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 931 | 30,63 | 557 | 31,13 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10 400 | 2,97 | 530 | 3,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 25 329 | 1 290 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 123 311 | 14,45 | 6 279 | 14,60 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 129 514 | 75,34 | 6 595 | 75,56 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4 264 | 217 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 33 648 | 0,32 | 1 713 | 0,47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 56 442 | 10,65 | 2 874 | 10,84 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 31 351 | 90,70 | 1 596 | 91,14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 18 294 | 54,82 | 932 | 55,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27 257 | 34,36 | 1 388 | 34,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21 520 | 1 096 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 120 360 | 10,05 | 6 | 20,00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 110 222 | 70,50 | 5 613 | 70,73 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 19 977 | 32,83 | 1 017 | 33,12 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 20 946 | 123,30 | 1 067 | 123,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85 360 | 11,57 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 58 930 | 11,11 | 3 001 | 11,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 68 702 | 45,20 | 3 498 | 45,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42 405 | 60,71 | 2 159 | 61,00 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5 600 | 285 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268 090 | 142,36 | 13 651 | 142,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 784 | 9,02 | 448 | 9,29 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 212 | 0,95 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 922 | 251 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 32 205 | 9,79 | 1 640 | 9,93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 599 943 | 9,77 | 30 550 | 9,91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 10 800 | 550 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 25 629 | 0,18 | 1 305 | 0,38 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 11 786 | 20,44 | 600 | 20,72 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 182 646 | 1,11 | 9 300 | 1,25 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 29 565 | 1 505 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 45 284 | 120,05 | 2 306 | 120,36 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 12 240 | 119,63 | 623 | 120,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40 336 | 64,61 | 2 054 | 64,77 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 245 | 103,23 | 471 | 103,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 922 988 | 149,30 | 46 999 | 149,64 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 36 045 | 45,75 | 1 835 | 45,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 541 812 | 0,62 | 27 589 | 0,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 254 332 | 15,44 | 12 951 | 15,60 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 761 | 90 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 51 088 | 16,66 | 2 601 | 16,85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 53 689 | 16,86 | 2 734 | 16,99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 801 | 41 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 48 690 | 8,40 | 2 479 | 8,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590 217 | 52,46 | 30 | 57,89 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 58 612 | 672,53 | 2 985 | 675,06 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 132 843 | 16,21 | 6 764 | 16,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 427 220 | 62,84 | 21 754 | 63,07 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 530 088 | 10,90 | 26 992 | 11,05 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 454 766 | 22,09 | 23 157 | 22,25 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 211 534 | 42,32 | 10 771 | 42,53 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20 822 | 31,12 | 1 060 | 31,35 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 816 | 0,74 | 42 | 0,00 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 6 395 | 326 | ||||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 51 109 | 1,57 | 2 602 | 1,72 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 612 924 | 1,02 | 31 210 | 1,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58 684 | 5,38 | 2 988 | 5,81 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 20 027 | 0,71 | 1 020 | 0,79 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 55 129 | 12,08 | 2 807 | 12,24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 858 | 60,62 | 655 | 60,69 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 21 213 | 1,17 | 1 080 | 1,41 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 62 541 | 0,49 | 3 185 | 0,63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 38 421 | 24,26 | 1 956 | 24,43 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5 340 | 13,06 | 272 | 12,92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 808 | 11,79 | 448 | 12,00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 11 258 | 5,78 | 573 | 5,91 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 109 409 | 25,33 | 5 571 | 25,50 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 411 003 | 234,72 | 20 928 | 235,22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22 506 | 21,42 | 1 146 | 21,55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 216 874 | 16,74 | 11 043 | 16,91 | ||||
| 2025-08-07 | 13F | Nwam Llc | 46 116 | 355,29 | 2 351 | 356,50 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 149 | 5,95 | 720 | 6,04 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 220 743 | 6,29 | 11 240 | 6,44 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 29 249 | 1,57 | 1 489 | 1,71 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 904 286 | 9,97 | 46 046 | 10,12 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14 698 | 14,83 | 748 | 15,08 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 90 731 | 4 620 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 7 500 | 382 | ||||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 13 423 | 81,93 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13 039 | 664 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 479 | 158,76 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 28,21 | 25 | 31,58 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 704 | 0,21 | 443 | 0,45 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 239 415 | 8,55 | 12 191 | 8,70 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 43 988 | 0,17 | 2 240 | 0,27 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 961 | 0,77 | 253 | 0,80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17 204 | 12,98 | 876 | 13,18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 133 | 7,44 | 516 | 7,52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 70 147 | 312,05 | 3 572 | 312,83 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 18 934 | 7,46 | 964 | 7,71 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 9 545 | 486 | ||||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 110 003 | 8,17 | 5 601 | 8,30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18 911 | 11,94 | 963 | 11,99 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21 107 | 10,32 | 1 075 | 10,49 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 51 171 | 137,28 | 2 606 | 137,68 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6 800 | 346 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 96 358 | 95,68 | 4 907 | 95,93 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5 069 | 23,03 | 258 | 23,56 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 88 004 | 4 481 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 15 787 | 70,85 | 1 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9 000 | 80,00 | 458 | 80,31 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 8 048 | 410 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 142 | 26,47 | 516 | 26,78 | ||||
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 59 000 | 3 004 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 731 | 2,45 | 241 | 2,56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 746 | 0,75 | 89 | 0,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3 386 | 172 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 1 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 67 141 | 1,31 | 3 419 | 1,42 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 8 250 | 420 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 16 275 | 0,76 | 827 | 1,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 612 505 | 14,77 | 183 949 | 14,93 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 454 908 | 13,53 | 23 164 | 13,69 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6 073 | 309 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 29 177 | 1 486 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 176 462 | 47,23 | 8 985 | 47,44 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 18 642 | 21,45 | 949 | 21,67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29 919 | 139,83 | 1 523 | 140,22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 345 | 12,33 | 680 | 12,42 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 16 509 | 103,26 | 1 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 18 907 | 11,64 | 963 | 11,73 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 9 880 | 503 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37 276 | 69,36 | 1 939 | 73,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 33 419 | 145,76 | 1 702 | 146,16 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 35 209 | 88,09 | 1 793 | 88,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 901 073 | 35,40 | 45 883 | 35,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 331 184 | 13,53 | 16 864 | 13,69 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 49 665 | 6,57 | 2 529 | 6,71 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 45 771 | 137,34 | 2 331 | 137,86 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3 933 | 200 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12 973 | 9,61 | 661 | 9,82 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 68 304 | 69,54 | 3 478 | 69,82 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 98 375 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 083 | 106 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 63 951 | 56,86 | 3 256 | 57,07 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 48 515 | 1,95 | 2 470 | 2,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 476 076 | 11,46 | 75 162 | 11,61 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 141 499 | 15,67 | 7 205 | 15,84 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1 089 770 | 55 491 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 12 845 | 30,51 | 654 | 30,80 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 34 970 | 1,04 | 1 781 | 1,19 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 123 767 | 17,48 | 6 302 | 17,66 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 6 350 | 323,33 | 323 | 325,00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 5 446 | 4,55 | 277 | 4,92 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 098 | 21,06 | 412 | 21,53 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 91 205 | 4 644 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 82 705 | 98,11 | 4 211 | 98,44 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 194 877 | 15,27 | 9 923 | 15,44 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 81 485 | 13,23 | 4 149 | 13,39 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 1 312 | 20,59 | 67 | 20,00 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 17 896 | 2,49 | 911 | 2,71 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 59 208 | 3 015 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 401 | 0,76 | 122 | 0,83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 173 390 | 10,77 | 8 829 | 10,93 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 299 420 | 688,82 | 15 246 | 689,95 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 524 373 | 1,45 | 26 685 | 1,53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 250 699 | 0,97 | 12 766 | 1,10 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4 575 | 0,28 | 233 | 0,43 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 093 | 259 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 9 143 | 4,41 | 464 | 4,04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 116 154 | 83,91 | 5 915 | 84,18 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 63 050 | 2,34 | 3 211 | 2,49 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 119 039 | 6 061 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 72 332 | 4,06 | 3 683 | 4,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 108 274 | 18,71 | 5 513 | 18,89 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7 784 | 396 | ||||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 16 037 | 0,78 | 817 | 0,87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 876 | 3,55 | 45 | 4,76 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 943 | 299,52 | 2 085 | 300,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16 634 | 4,68 | 847 | 4,83 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 284 | 37,33 | 370 | 38,06 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 17 194 | 6,83 | 876 | 6,97 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 130 647 | 0,39 | 6 653 | 0,53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 457 704 | 5,80 | 23 306 | 5,95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 35 706 | 35,98 | 1 818 | 36,18 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9 483 | 5,57 | 483 | 5,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182 651 | 30,24 | 9 299 | 30,46 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 243 | 28,48 | 420 | 28,53 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 291 697 | 0,93 | 65 773 | 1,07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 394 192 | 66,17 | 20 072 | 66,41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 47 036 | 897,37 | 2 395 | 902,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 485 473 | 16,10 | 25 | 14,29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21 916 | 14,09 | 1 116 | 14,24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 457 401 | 22,79 | 23 291 | 22,96 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 137 350 | 59,31 | 6 994 | 59,51 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 232 | 12 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 771 | 0,92 | 39 | 2,63 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 82 175 | 14,17 | 4 184 | 14,35 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 6 771 | 345 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 834 | 42 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 330 535 | 13,85 | 16 831 | 14,00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 43 418 | 11,50 | 2 211 | 11,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 782 821 | 158,05 | 39 791 | 157,96 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 35 342 | 1 800 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 230 052 | 56,42 | 11 690 | 56,64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 55 806 | 27,47 | 2 842 | 27,63 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 140 310 | 11,58 | 7 145 | 11,73 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 155 | 1,31 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 617 | 524,96 | 1 304 | 526,92 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 14 497 | 155,45 | 738 | 156,25 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 035 | 12,43 | 460 | 12,75 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 10 690 | 0,76 | 544 | 0,93 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8 490 | 0,21 | 433 | 0,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 132 167 | 15,54 | 159 490 | 15,70 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 220 644 | 6,00 | 11 235 | 6,15 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 88 203 | 4 491 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 32 240 | 10,26 | 1 642 | 10,43 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16 371 | 4,21 | 834 | 4,39 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 40 926 | 2,97 | 2 087 | 3,47 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 37 397 | 6,98 | 1 904 | 7,15 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 9 708 | 494 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 61 882 | 101,56 | 3 151 | 101,86 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50 094 | 103,19 | 2 551 | 103,51 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 395 637 | 6,51 | 20 146 | 6,66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 714 466 | 30,37 | 36 381 | 30,55 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 28 016 | 143,22 | 1 427 | 144,60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11 214 | 0,04 | 571 | 0,35 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 48 763 | 13,82 | 2 483 | 14,00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8 189 | 20,28 | 417 | 20,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 50 546 | 191,16 | 2 574 | 191,39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 25 545 | 1,71 | 1 301 | 1,80 |
