Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard World Fund - Vanguard Communication Services ETF comprennent Kingstone Capital Partners Texas, LLC, FIL Ltd, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Hancock Whitney Corp, Glenmede Investment Management, LP, Financial Engines Advisors L.L.C., Atlantic Union Bankshares Corp, Marshall & Sterling Wealth Advisors Inc., Garrett Investment Advisors LLC, Harbor Asset Planning, Inc., Essex LLC, Elwood & Goetz Wealth Advisory Group, LLC, Integrity Alliance, Llc., Midwest Trust Co, LJI Wealth Management, LLC, Childress Capital Advisors, Llc, Kanawha Capital Management Llc, Sebold Capital Management, Inc., Johnson Financial Group, LLC, et Mitchell Mcleod Pugh & Williams 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1 195 | 204 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 538 | 42,79 | 776 | 65,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 224 | 0,62 | 551 | 16,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 12 637 | 9,48 | 2 161 | 26,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 086 588 | 2,70 | 185 839 | 18,37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 23 | 4 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2 702 | 0,22 | 462 | 15,50 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 1 227 | 210 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 14 375 | 2 459 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 692 | 71,90 | 4 394 | 97,57 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1 435 | 245 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 955 | 152 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 12 781 | 17,61 | 2 186 | 35,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13 694 | 0,49 | 2 342 | 15,83 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 54 127 | 2,50 | 9 257 | 18,13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 259 149 | 9,70 | 44 322 | 26,44 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45 089 | 9,10 | 7 712 | 25,75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 430 | -14,20 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 317 | 403,17 | 54 | 500,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 736 | 308,89 | 126 | 380,77 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1 899 | 3,32 | 325 | 19,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346 126 | 36,28 | 59 198 | 57,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 165 | 34,44 | 712 | 55,12 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 1 314 | 225 | ||||||
| 2025-07-28 | 13F | Essex LLC | 1 804 | 309 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 103 193 | 17 649 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 441 | 0,79 | 589 | 16,21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 767 | 5,45 | 473 | 21,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 328 | 227 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 646 | 13,61 | 453 | 31,01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 097 | 20,57 | 701 | 38,89 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3 469 | 46,87 | 593 | 69,43 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 759 842 | 192,75 | 129 956 | 216,34 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 736 | 297 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21 318 | 988,76 | 3 646 | 1 157,24 | ||||
| 2025-08-13 | 13F | ESG Planning | 10 406 | 1,45 | 1 780 | 16,89 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1 914 | 0,21 | 327 | 15,55 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 18 | 3 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8 160 | 3,82 | 1 396 | 19,64 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 603 | 7,51 | 274 | 23,98 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 17 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 290 | 221 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 42 782 | 23,94 | 7 317 | 42,86 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 9 831 | 386,20 | 1 681 | 460,33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 363 | 575 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 83 345 | 6,26 | 14 255 | 22,47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 841 | 2,96 | 3 564 | 18,68 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 539 782 | 64 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 032 | 1 203 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 966 879 | 8,72 | 336 395 | 25,31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16 | 3 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 895 | 6,75 | 495 | 23,13 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 5 390 | 0,11 | 922 | 15,41 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 589 | 0,25 | 272 | 15,32 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 588 | 14,64 | 785 | 31,32 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 927 | 6,73 | 1 356 | 22,96 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 760 | 4,39 | 301 | 20,40 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 25 | 4 | ||||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 8 428 | 11,01 | 1 441 | 27,98 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 099 | 21,28 | 1 043 | 39,81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 2 975 | 12,48 | 509 | 29,59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 372 | 8,95 | 2 287 | 25,59 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 238 | 212 | ||||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2 513 | 13,71 | 430 | 31,19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 54 | 10,20 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 14 320 | 8,57 | 2 449 | 25,09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 063 | 4,64 | 695 | 20,49 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 5 241 | 3,62 | 896 | 19,47 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1 550 | 690,82 | 234 | 706,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 32 | 6,67 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 889 | 83,98 | 2 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 439 | 111,08 | 2 127 | 143,36 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 905 | 3,45 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 285 | 29,02 | 391 | 48,85 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1 687 | 14,37 | 289 | 32,11 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 333 | 1 083 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 28 861 | 2,04 | 4 936 | 17,61 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 876 | 0,11 | 321 | 15,11 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 14 | 2 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 6 804 | 0,52 | 1 164 | 15,84 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 5 408 | 4,73 | 1 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 268 933 | 0,48 | 45 996 | 15,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 109 116 | 69,19 | 18 662 | 95,01 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 13 060 | 37,63 | 2 234 | 58,59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 884 | 0,06 | 1 519 | 15,34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 150 288 | 321,57 | 25 704 | 385,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 216 | 19,59 | 1 405 | 37,88 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 | 1 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 891 | 323 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 7 460 | 26,81 | 1 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 769 | 303 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 8 483 | 1,67 | 1 451 | 17,12 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 | 2 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 60 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 732 | 638 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 361 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 744 | 0,28 | 1 667 | 15,61 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 503 | 36,70 | 428 | 57,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 496 | 61,73 | 256 | 86,13 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9 222 | 14,97 | 1 577 | 32,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36 346 | 11,21 | 6 | 50,00 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 17 | 3 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 26 412 | 4 517 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 6 797 | 105,84 | 1 162 | 137,63 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 5 027 | 19,78 | 860 | 38,10 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 112 | 0,90 | 19 | 18,75 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 2 091 | 6,63 | 358 | 23,10 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103 681 | 6,86 | 17 733 | 23,16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 671 | 1,59 | 970 | 17,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152 359 | 49,07 | 26 057 | 71,81 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 689 | 118 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 401 827 | 4,44 | 68 725 | 20,37 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 17 054 | 2 502 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 71 848 | 2,44 | 12 288 | 18,07 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 5 966 | 34,22 | 1 020 | 54,78 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 875 | 321 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 914 | 0,16 | 1 354 | 15,44 | ||||
| 2025-08-14 | 13F | FIL Ltd | 54 552 | 9 330 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 158 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 588 | 2 666 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 173 | 201 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 62 | 5,08 | 11 | 25,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 537 | 175 516,67 | 1 802 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 316 | 15,33 | 54 | 35,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 21 099 | 14,50 | 3 609 | 31,97 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23 423 | 117,46 | 4 006 | 150,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60 385 | 22,52 | 10 287 | 40,46 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 986 | 46,95 | 443 | 41,08 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 070 | 1,26 | 2 920 | 16,71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 104 | 0,53 | 893 | 18,46 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 433 | 24,51 | 420 | 47,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72 199 | 0,26 | 12 348 | 15,56 | ||||
| 2025-08-14 | 13F | Bank of Marin | 14 656 | 2 507 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 535 | 136,30 | 2 009 | 126,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 255 | 8,80 | 728 | 25,34 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 19 479 | 2,78 | 3 331 | 18,46 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 777 | 473 | ||||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1 325 | 227 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1 345 | 230 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 114 | 19 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25 851 | 12,83 | 4 421 | 30,03 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 331 114 | 8,98 | 56 621 | 25,56 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 1 324 | 226 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 11 164 | 1,13 | 1 909 | 16,54 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2 575 | 7,74 | 440 | 24,29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 832 | 31,44 | 142 | 52,69 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 206 | 2,86 | 719 | 18,65 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 289 | 220 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 1 502 | 257 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 327 | 2 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 1 322 | 226 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 327 317 | 204,55 | 55 981 | 251,02 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1 735 | 15,36 | 297 | 32,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 719 607 | 8,92 | 123 074 | 25,54 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 18 281 | 0,54 | 3 127 | 15,86 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13 119 | 3,32 | 2 244 | 19,06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 825 | 483 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 737 | 3,48 | 1 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 462 | 25,12 | 592 | 44,39 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 5 211 | 0,06 | 891 | 15,41 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 2 095 | 1,65 | 358 | 12,23 | ||||
| 2025-07-15 | 13F | Maseco Llp | 184 | 31 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 8 061 | 0,29 | 1 379 | 15,60 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 18 097 | 26,82 | 2 655 | 11,89 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 309 | 3,21 | 1 254 | 19,33 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 31 900 | 5 456 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 660 | 54,29 | 1 823 | 77,85 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 134 | 0,38 | 536 | 15,77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 678 | 7,67 | 629 | 24,31 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 478 | 1,93 | 253 | 17,21 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 37 | 6 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 21 427 | 1,15 | 3 665 | 16,58 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1 607 | 5,03 | 275 | 20,70 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 57 717 | 9 732,54 | 9 871 | 11 245,98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 306 | 2,95 | 394 | 19,03 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 975 | 680 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 39 834 | 110,00 | 6 813 | 142,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 17 089 | 245,23 | 2 923 | 298,09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 166 663 | 4,44 | 28 504 | 20,37 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 14 769 | 0,89 | 2 526 | 16,25 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 37 | 6 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116 | 673,33 | 20 | 850,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 689 | 7,28 | 1 144 | 23,57 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 907 | 326 | ||||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 1 215 | 208 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 356 | 6,86 | 2 284 | 23,19 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 8 750 | 99,91 | 1 497 | 130,51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 117 | 46,25 | 20 | 81,82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151 208 | 97,90 | 25 861 | 128,09 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 687 | 22,90 | 117 | 44,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 530 | 8,46 | 2 314 | 25,01 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3 194 | 5,13 | 546 | 21,33 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 18 118 | 17,44 | 3 099 | 35,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 78 053 | 1,84 | 13 349 | 17,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 787 362 | 6,17 | 305 692 | 22,37 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 4 414 | 140,94 | 755 | 178,23 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 32 610 | 1 483,01 | 5 577 | 1 728,52 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 108 | 50,54 | 190 | 73,39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 855 | 109,03 | 1 001 | 141,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30 089 | 20,77 | 5 127 | 38,84 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 380 | 749 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 9 | 2 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7 908 | 9,64 | 1 353 | 26,36 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 600 | 300,00 | 274 | 362,71 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 5 137 | 137,06 | 879 | 173,52 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 68 520 | 0,03 | 11 719 | 15,29 |
