Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF comprennent Capitolis Liquid Global Markets LLC, Northwestern Mutual Investment Management Company, Llc, Castleark Management Llc, Toronto Dominion Bank, San Luis Wealth Advisors LLC, TT Capital Management LLC, TINIX - AXS Tactical Income Fund Class I Shares, BHILX - BHILL Fund Managed Account Completion Shares, S. R. Schill & Associates, Custom Index Systems, Llc, Merit Financial Group, LLC, Abacus Wealth Partners, LLC, Oak Hill Wealth Advisors, Llc, Ashton Thomas Private Wealth, LLC, Financial Engines Advisors L.L.C., Fifth Third Securities, Inc., Argentarii, LLC, Scarborough Advisors, LLC, Td Private Client Wealth Llc, et Aspect Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 99 207 | 9,50 | 7 422 | 13,38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 254 | 19 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 42 973 | 1,88 | 3 262 | 1,87 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 6 163 | 459 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8 269 | 628 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 15 800 | 12,86 | 1 199 | 12,90 | |||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 38 863 | 8,37 | 2 950 | 8,34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 700 | 31,37 | 509 | 31,27 | |||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 906 | 655,00 | 69 | 655,56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | |||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 927 | 0,89 | 2 044 | 0,89 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 8 300 | 2,77 | 630 | 2,61 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 3 587 | -3,03 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 314 098 | 5,48 | 23 840 | 5,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 147 | 165,19 | 542 | 165,69 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 542 428 | 0,28 | 41 170 | 0,27 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4 974 | 7,85 | 378 | 7,71 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 5 190 | 4,05 | 394 | 3,97 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 118 378 | 2 534,13 | 8 985 | 2 534,60 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 625 629 | 1,05 | 47 485 | 1,04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 317 | 4,25 | 328 | 4,14 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 16 546 | 3,24 | 1 256 | 3,21 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 262 | 17,30 | 703 | 17,36 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 369 | 292,55 | 28 | 300,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12 224 | 0,16 | 928 | 0,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 186 473 | 54,11 | 14 153 | 54,09 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 86 | 7 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 557 | 1,09 | 42 | 2,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 54 236 | 8,49 | 4 079 | 7,91 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 18 416 | 1 398 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 59 597 | 2,92 | 4 523 | 2,91 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 54 100 | 4 001 | ||||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 3 689 | 4,56 | 278 | 6,95 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 493 | 0,16 | 417 | 0,00 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 31 293 | 2,62 | 2 345 | 1,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 727 | 0,07 | 207 | 0,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 280 | 1,45 | 21 | 5,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 981 | 5,83 | 74 | 5,71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 779 375 | 20,55 | 59 155 | 20,53 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 23 844 | 8,98 | 1 810 | 8,98 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 533 | 17,66 | 40 | 17,65 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 670 500 | 50 891 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 5 029 | 12,53 | 382 | 12,39 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 6 224 | 2,27 | 472 | 2,39 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 500 | 1,49 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 681 | 1,24 | 811 | 1,25 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 274 819 | 2,62 | 172 659 | 2,61 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 87 630 | 1,42 | 6 651 | 1,40 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 202 842 | 3,58 | 15 396 | 3,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 077 | 28,98 | 309 | 29,29 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 118 | 9 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 152 | 12 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 042 | 79 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10 604 | 101,83 | 805 | 102,01 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 5 066 991 | 9,39 | 391 729 | 7,06 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 169 348 | 13 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 633 641 | 28,57 | 48 093 | 28,55 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 467 | 6,61 | 794 | 6,58 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 357 866 | 5,26 | 27 162 | 5,25 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 78 502 | 0,01 | 5 958 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 070 | 618,12 | 81 | 636,36 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 704 | 20,96 | 585 | 20,91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 5 542 | 4,33 | 421 | 4,22 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 119 517 | 21,58 | 8 981 | 20,34 | ||||
| 2025-05-27 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 20 187 | 1 532 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3 672 | 0,03 | 279 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 84 162 | 4,91 | 6 388 | 4,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 313 | 23,63 | 100 | 23,75 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 356 114 | 4 898,02 | 102 929 | 4 898,98 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 9 903 | 0,45 | 752 | 0,40 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 3 856 | 2,39 | 293 | 2,46 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 33 720 | 2 559 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 212 142 | 16 102 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 959 | 0,95 | 73 | 5,88 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 15 853 | 48,62 | 1 203 | 48,70 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 67 600 | 5 132 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 409 515 | 0,96 | 31 082 | 0,95 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 866 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 124 487 | 2,04 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37 506 | 8,07 | 2 847 | 8,05 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 281 | 0,94 | 401 | 0,76 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 295 | 150,00 | 22 | 175,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 212 | 244 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 59 297 124 | 19 539,62 | 786 | -96,57 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8 187 | 99,34 | 621 | 99,68 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 40 017 | 4,11 | 3 037 | 4,11 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 33 748 | 1,21 | 2 561 | 1,19 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 17 387 | 1 320 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 390 | 27,45 | 0 | |||||
| 2025-07-15 | 13F | Farrell Financial LLC | 26 913 | 7,12 | 2 043 | 7,08 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 19 078 | 19,30 | 1 448 | 19,37 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 46 791 | 2,68 | 3 551 | 2,66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 960 | 1 115,19 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 43 352 | 0,91 | 3 290 | 0,89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 111 | 388 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 474 | 218,67 | 1 099 | 219,19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 146 005 | 11 082 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 35 005 | 6,19 | 2 657 | 6,16 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8 549 | 649 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 342 471 | 20,62 | 25 994 | 20,61 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 183 600 | 2,53 | 13 935 | 2,52 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 25 660 | 51,79 | 1 948 | 51,75 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 531 | 129,66 | 723 | 129,52 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 593 | 121 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 23 786 | 1,46 | 1 805 | 1,46 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 109 647 | 996 690,91 | 8 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 8 297 | 7,82 | 630 | 7,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 436 328 | 35,30 | 33 117 | 35,28 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 18 520 | 1 406 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 640 | 200 | ||||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 1 204 | 75,00 | 90 | 74,51 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 292 881 | 22,06 | 22 230 | 22,04 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 112 | 86,67 | 9 | 100,00 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 65 669 | 0,04 | 4 984 | 0,02 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 86 525 | 25,70 | 6 542 | 16,65 | ||||
| 2025-05-29 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1 156 700 | 421,74 | 87 805 | 387,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 236 450 | 17 947 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 25 272 | 80,54 | 1 918 | 80,60 | ||||
| 2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 274 190 | 20 811 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 139 065 | 11,01 | 10 555 | 11,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 45 637 | 12,51 | 3 455 | 15,79 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 206 | 121,51 | 16 | 114,29 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23 968 | 77,70 | 1 819 | 77,81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 817 | 107,18 | 1 276 | 110,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 389 158 | 0,46 | 181 337 | 0,45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 397 | 185,61 | 30 | 200,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 49 808 | 155,15 | 3 780 | 155,23 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 8 557 | 17,06 | 649 | 17,15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 798 | 1,45 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 32 148 | 5,96 | 2 440 | 5,95 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 268 855 | 20,56 | 20 418 | 20,59 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 71 983 | 0,90 | 5 464 | 0,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3 708 | 7,42 | 281 | 7,25 | ||||
| 2025-08-08 | 13F | Creative Planning | 7 854 | 1,21 | 596 | 1,19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 872 | 1 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 191 | 14 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 7 300 | 2,82 | 554 | -3,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 115 800 | 14,31 | 8 789 | 14,31 | |||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 324 336 | 18,73 | 24 617 | 38,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 82 200 | 108,10 | 6 239 | 108,07 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 99 | 8 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 780 | 1,17 | 59 | 1,72 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 607 | 1,51 | 46 | 2,22 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 10 865 | 832 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 319 | 8,50 | 24 | 9,09 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 2 827 927 | 3,94 | 214 640 | 3,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 958 | 2,62 | 1 363 | 2,64 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 64 985 | 0,24 | 4 932 | 0,22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 384 | 125,74 | 555 | 127,46 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 7 950 | 601 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 053 | 4,53 | 839 | 128,96 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 41 751 | 8,57 | 3 169 | 8,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 425 | 26,76 | 184 | 28,67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 847 | 1,56 | 64 | 1,59 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 311 | 1 627,78 | 24 | 2 200,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 798 | 2,23 | 212 | 3,92 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 200 000 | 15 180 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 17 | 0 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 468 948 | 4,20 | 35 593 | 4,19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 369 | 1,40 | 483 | 2,99 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 75 286 | 1,08 | 5 714 | 1,06 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 380 395 | 0,86 | 28 845 | 0,76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 900 | 5,56 | 144 | 5,88 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 37 805 | 11,26 | 2 869 | 11,24 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 33 521 | 0,16 | 2 544 | 0,16 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 72 943 | 15,01 | 5 536 | 15,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 622 629 | 0,07 | 47 258 | 0,06 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 146 574 | 664,60 | 11 125 | 664,60 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 84 605 | 7,80 | 6 422 | 7,79 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 965 | 217 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 036 | 12,51 | 382 | 12,68 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 2 678 | 0,60 | 203 | 0,50 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121 048 | 37,91 | 9 188 | 37,90 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2 734 | 208 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 52 712 | 6,31 | 4 001 | 6,30 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 6 529 | 496 | ||||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 49 803 | 0,34 | 3 780 | 0,35 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 829 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 112 500 | 5,17 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 10 970 | 39,66 | 833 | 39,60 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2 696 | 205 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35 398 | 8,41 | 2 687 | 8,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 454 | 15 033,33 | 34 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 894 | 36,28 | 68 | 36,73 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 28 329 | 35,81 | 2 150 | 35,82 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7 590 | 1,85 | 576 | 1,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 649 790 | 2,13 | 49 319 | 2,12 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9 456 | 68,23 | 718 | 68,31 | ||||
| 2025-08-14 | 13F | State Street Corp | 1 121 846 | 20,57 | 85 148 | 20,55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 72 982 | 0,50 | 5 539 | 0,49 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8 824 | 36,30 | 670 | 36,25 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 710 | 509 | ||||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 91 606 | 6,84 | 6 953 | 6,82 |
