Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Treasury Floating Rate Bond ETF comprennent Invenio Wealth Partners Llc, DYTA - SGI Dynamic Tactical ETF, Hutchens & Kramer Investment Management Group, LLC, Sykon Capital Llc, Glenview Trust Co, Boomfish Wealth Group, LLC, Thoroughbred Financial Services, Llc, JGP Wealth Management, LLC, Fortress Wealth Management, Inc., Consolidated Portfolio Review Corp, Tower Research Capital LLC (TRC), MFUL - Mindful Conservative ETF, Retireful, LLC, Redmont Wealth Advisors Llc, Busey Wealth Management, Private Client Services, Llc, OneAscent Financial Services LLC, Catalytic Wealth RIA, LLC, Fiduciary Financial Group, Llc, et Gibbs Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Key FInancial Inc | 50 | 3 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 923 | 3,19 | 756 | 3,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62 360 | 90,03 | 3 159 | 90,01 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 14 017 | 1,09 | 710 | 1,00 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 594 | 30 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 3 372 | 4,75 | 171 | 4,29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 815 | 41 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5 891 | 0,68 | 298 | 1,02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 54 282 | 545,75 | 2 749 | 546,82 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 11 837 | 589,80 | 600 | 596,51 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9 819 | 5,77 | 497 | 6,20 | ||||
| 2025-08-12 | 13F | Main Management LLC | 40 004 | 0,03 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 748 412 | 13,48 | 37 907 | 13,45 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 5 033 | 1,08 | 255 | 0,79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 53 566 | 35,02 | 2 713 | 35,04 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 531 336 | 0,51 | 26 912 | 0,49 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16 932 | 15,29 | 858 | 15,19 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 974 449 | 1,65 | 49 356 | 1,63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 041 | 11,63 | 255 | 11,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 709 598 | 5,16 | 86 591 | 5,14 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 837 | 8,28 | 346 | 8,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 534 668 | 35,49 | 27 081 | 35,45 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 36 785 | 29,14 | 1 863 | 29,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 168 320 | 34,55 | 59 182 | 34,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61 445 | 29,89 | 3 112 | 29,88 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42 326 | 12,35 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 535 | 230 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 448 487 | 2,99 | 23 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 227 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 91 | 5 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 111 465 | 8,44 | 5 646 | 8,41 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 60 550 | 5,70 | 3 066 | 6,02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 2 612 | 1,12 | 132 | 1,54 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 33 231 | 23,68 | 1 683 | 23,66 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 18 606 | 6,32 | 942 | 6,56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 333 263 | 8,63 | 67 530 | 8,61 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 54 444 | 27,94 | 2 758 | 28,41 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 704 | 250,25 | 36 | 250,00 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 24 009 | 25,22 | 1 216 | 25,75 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 421 518 | 0,76 | 21 350 | 0,74 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 99 539 | 5,25 | 5 042 | 5,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 236 147 | 11 961 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 480 547 | 0,00 | 24 340 | -0,02 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24 | 1 | ||||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 49 720 | 24,83 | 2 518 | 24,84 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 65 200 | 126,01 | 3 302 | 126,01 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 24 009 | 25,22 | 1 216 | 25,75 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 201 431 | 6,81 | 10 202 | 6,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 594 718 | 1 873,32 | 30 122 | 1 873,92 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 088 | 207 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 9 532 | 0,97 | 483 | 0,84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 65 257 | 62,78 | 3 305 | 63,37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 258 115 | 118,49 | 13 074 | 118,50 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 891 461 | 1,73 | 45 153 | 1,71 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 281 | 251,25 | 14 | 250,00 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 101 967 | 46,88 | 5 165 | 47,29 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 30 009 | 0,18 | 1 520 | 0,13 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 761 | 76 000,00 | 39 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 207 944 | 23,49 | 10 534 | 23,96 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 122 | 0,05 | 107 | 0,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 64 566 | 9,93 | 3 270 | 9,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 209 294 | 12,40 | 10 601 | 12,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 789 698 | 10,65 | 40 | 8,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 204 327 | 34,44 | 10 349 | 34,42 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44 850 | 63,02 | 2 272 | 63,03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 316 | 269 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0,00 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 118 856 | 6 020 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24 425 | 1 237 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90 818 | 58,14 | 4 600 | 58,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 411 469 | 73,27 | 20 841 | 73,88 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 561 | 0,71 | 79 | 1,28 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 122 601 | 13,86 | 6 210 | 13,84 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 212 248 | 6,79 | 10 712 | 6,74 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 15 498 | 51,39 | 785 | 51,35 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6 290 | 319 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 7 332 | 371 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 85 901 | 6,35 | 4 351 | 6,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 695 | 1 728,95 | 35 | 3 400,00 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 352 296 | 6,23 | 17 840 | 6,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 117 645 | 6,39 | 208 559 | 6,37 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 601 | 385 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 807 | 0,13 | 345 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 301 886 | 4,38 | 65 941 | 4,36 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 12 967 | 22,18 | 657 | 22,16 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 146 845 | 12,82 | 7 438 | 12,80 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 166 916 | 32,61 | 8 431 | 32,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13 859 | 43,80 | 702 | 43,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 902 296 | 9,63 | 45 701 | 9,61 | ||||
| 2025-08-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 63 693 | 27,39 | 3 226 | 27,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 99 200 | 58,20 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4 260 | 216 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 783 | 66,80 | 799 | 66,81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 297 463 | 2,48 | 65 717 | 2,46 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 581 563 | 3,58 | 29 456 | 3,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 672 525 | 1,98 | 135 363 | 1,96 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 293 518 | 3,99 | 14 867 | 3,97 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 301 759 | 1,29 | 15 284 | 1,27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 236 | 215 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 23 774 | 1 204 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 101 521 | 7,40 | 5 142 | 7,39 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 049 | 70,84 | 661 | 70,98 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 186 290 | 2 818,53 | 9 436 | 2 821,05 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27 167 | 29,95 | 1 376 | 29,93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 131 | 30,29 | 614 | 30,36 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 813 317 | 0,01 | 91 844 | -0,01 | ||||
| 2025-08-08 | 13F | Summitry Llc | 685 401 | 39,50 | 34 716 | 39,47 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 4 130 | 208 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 80 823 | 20,59 | 4 094 | 20,56 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 59 039 | 43,77 | 2 990 | 43,75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 602 | 89,96 | 385 | 90,59 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 25 370 114 | 5 146,90 | 501 | -97,96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 175 492 | 25,51 | 8 889 | 25,48 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 24 188 | 2,59 | 1 225 | 2,60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 48 202 | 3,48 | 2 439 | 3,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78 577 | 8,90 | 3 980 | 8,86 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 723 577 | 9,16 | 36 649 | 9,14 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 12 716 | 15,41 | 644 | 15,41 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 712 | 36 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 191 605 | 27,35 | 9 705 | 27,32 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 105 | 0,96 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98 919 | 179,88 | 5 010 | 179,89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 209 745 | 46,26 | 10 624 | 46,24 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 987 033 | 0,89 | 49 993 | 0,87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 77 842 | 3,66 | 3 943 | 3,63 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 112 298 | 16,35 | 6 | 25,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 170 551 | 4,42 | 8 638 | 4,40 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 38 295 | 2,10 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44 923 | 2 275 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 882 | 84,13 | 45 | 83,33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26 374 | 44,71 | 1 336 | 44,64 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 55 900 | 2 832 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 50 714 | 12,11 | 2 569 | 12,09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 676 | 10,22 | 186 | 10,71 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 19 759 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 874 | 379,90 | 296 | 385,25 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 71 360 | 33,57 | 3 614 | 33,56 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 12 988 | 658 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 596 | 30 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 17 717 | 21,05 | 897 | 21,05 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 425 | 10,51 | 224 | 10,89 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4 351 | 220 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8 083 | 2,71 | 409 | 2,76 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1 406 426 | 151,03 | 71 235 | 150,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 276 124 | 6,41 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 337 510 | 10,81 | 17 095 | 10,78 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 160 | 0,63 | 8 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23 608 | 33,20 | 1 | |||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 81 545 | 1 617,46 | 4 130 | 1 620,83 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 77 424 | 39,77 | 3 922 | 39,74 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 606 425 | 5,45 | 30 715 | 5,77 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 78 216 | 20,13 | 3 962 | 22,21 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 98 182 | 1 538,82 | 4 973 | 1 540,92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137 223 | 5,83 | 6 950 | 5,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 856 | 23,50 | 651 | 23,53 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 228 | 265 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 11 366 | 576 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 908 | 249 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 349 | 1,16 | 18 | 0,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 513 | 6,21 | 26 | 4,17 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 296 075 | 2,37 | 14 996 | 2,35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 224 228 | 16,82 | 11 357 | 16,79 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 298 481 | 28,32 | 15 103 | 28,60 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 212 285 | 2,55 | 10 752 | 2,54 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 108 689 | 2 332,07 | 5 505 | 2 335,84 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 986 | 28,47 | 253 | 28,57 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 80 000 | 1,33 | 4 052 | 1,33 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 4 000 | 203 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35 024 | 3,95 | 1 774 | 3,93 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 84 580 | 62,66 | 4 284 | 62,60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29 036 | 1 170,72 | 1 471 | 1 178,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 201 002 | 7,38 | 10 177 | 7,38 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 16 478 | 835 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 13 303 | 39,31 | 674 | 39,34 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 0 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 400,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 9 055 | 93,86 | 459 | 94,07 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 490 | 278 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 4 | 0 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 142 956 | 2,39 | 7 241 | 2,36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10 728 | 49,37 | 543 | 49,59 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4 397 | 222 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 744 | 197,29 | 139 | 200,00 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 12 988 | 658 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 11 925 | 2,58 | 604 | 2,72 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 18 057 | 915 | ||||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 713 | 48,90 | 137 | 48,91 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 6 379 | 0,22 | 323 | 0,31 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 87 249 | 16,65 | 4 419 | 17,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 622 | 741 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 518 | 1,76 | 431 | 1,65 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 312 504 | 2,83 | 66 242 | 2,81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43 121 | 12,97 | 2 184 | 12,98 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 154 616 | 6,91 | 7 831 | 6,89 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 58 314 | 46,64 | 2 954 | 46,62 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 220 542 | 51,06 | 11 170 | 51,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 286 204 | 3,48 | 14 496 | 3,45 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15 369 | 778 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 49 795 | 2 513 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 69 212 | 12,02 | 3 506 | 11,98 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41 501 | 13,41 | 2 102 | 13,44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 705 696 | 7,79 | 35 744 | 7,77 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 200 338 | 7,42 | 10 147 | 7,40 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 11 968 | 36,37 | 606 | 36,49 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 62 401 | 8,71 | 3 161 | 8,70 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 759 108 | 6,53 | 38 449 | 6,50 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 132 588 | 99,73 | 6 716 | 99,67 | ||||
| 2025-05-16 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 23 640 | 1 197 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 553 850 | 21,53 | 28 041 | 21,48 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 179 094 | 9,74 | 363 621 | 9,72 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 895 | 32,14 | 552 | 32,13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 19 389 | 34,36 | 982 | 34,34 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 76 794 | 5,95 | 3 890 | 5,91 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 318 421 | 109,45 | 16 128 | 109,43 |
