Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BlackRock ETF Trust II - iShares Flexible Income Active ETF includono Vivid Wealth Management, LLC, Elevatus Welath Management, Kavar Capital Partners Group, Llc, Susquehanna International Group, Llp, Duncan Williams Asset Management, LLC, Wetzel Investment Advisors, Inc., ArborFi Advisors, LLC, Centricity Wealth Management, LLC, Eaton Financial Holdings Company, LLC, Eq Llc, WealthPlan Investment Management, LLC, EP Wealth Advisors, Inc., Ballast, Inc., Signature Resources Capital Management, LLC, L & S Advisors Inc, Walkner Condon Financial Advisors LLC, Dohj, Llc, Keystone Wealth Services, LLC, Capital Investment Advisors, LLC, e Hancock Whitney Corp .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 48.613 | 8,54 | 2.564 | 9,30 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19.259 | 2,82 | 1.018 | 3,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9.735.212 | 2,82 | 514.409 | 3,72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.632 | 547,62 | 86 | 561,54 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 13.763 | 2,94 | 727 | 3,86 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 63.767 | 3,38 | 3.369 | 4,30 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8.293 | 88,31 | 438 | 90,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 677.132 | 21,68 | 35.780 | 22,75 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6.998 | 69,77 | 370 | 71,63 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 67.246 | 6,00 | 3.553 | 6,92 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 20.796 | 8,18 | 1.097 | 9,37 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 46.294 | 46,85 | 2.446 | 48,15 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 35.454 | 5,42 | 1.873 | 6,36 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 7.862 | 11,20 | 415 | 12,16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 69.090 | 6,32 | 3.651 | 7,26 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 10.447 | 0,94 | 552 | 1,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58.786 | 119,28 | 3.092 | 120,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5.915 | 5,95 | 313 | 6,85 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 35.925 | 18,81 | 1.898 | 19,90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 379.079 | 8,46 | 20.031 | 9,41 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 233.428 | 12.334 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26.724 | 34,32 | 1.412 | 35,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10.729.228 | 12,07 | 566.932 | 13,05 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 646.829 | 4,34 | 34.178 | 5,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 509.697 | 13,16 | 26.932 | 14,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.437 | 26,33 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 19.071 | 4,42 | 1.008 | 5,33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 37.955 | 77,82 | 2.006 | 79,34 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 954.581 | 867,75 | 50.440 | 876,38 | ||||
| 2025-08-11 | 13F | Eq Llc | 33.707 | 1.781 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 64.682 | 0,21 | 3.418 | 1,09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7.667 | 25,38 | 405 | 26,56 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 33.181 | 3,00 | 1.753 | 3,91 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1.515.341 | 1,17 | 80 | 2,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 4.790 | 253 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 279.118 | 2,62 | 14.749 | 3,52 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 10.391 | 541 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 136.265 | 3,27 | 7.200 | 4,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282.115 | 6,31 | 14.907 | 7,24 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.384.120 | 6,24 | 73 | 7,35 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1.987.410 | 2,86 | 105.015 | 3,76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103.069 | 2.118,92 | 5.446 | 2.141,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 20.643 | 0,35 | 1.091 | 1,21 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 828.959 | 1,76 | 43.802 | 2,66 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1.365 | 72 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 5.033 | 9,53 | 266 | 10,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5.377 | 195,60 | 283 | 200,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.379.280 | 12,51 | 72.881 | 13,50 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 45.748 | 11,58 | 2.417 | 12,58 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4.910 | 259 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.314 | 70,09 | 386 | 71,56 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 160 | 8 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 711.820 | 18,87 | 37.613 | 19,91 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6.355 | 336 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 134.535 | 23,76 | 7.109 | 24,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 329.205 | 9,73 | 17 | 13,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26.782 | 8,86 | 1.415 | 9,86 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10.980 | 75,57 | 580 | 77,37 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.681 | 142 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 223.134 | 4.249,59 | 11.790 | 4.299,25 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 130 | 64,56 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1.583.135 | 2,11 | 84 | 2,47 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42.536 | 8,29 | 2.229 | 9,70 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 17.381 | 27,34 | 918 | 28,57 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3.788 | 200 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 663.631 | 0,73 | 35.066 | 1,61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5.001 | 8,46 | 264 | 9,54 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 301.348 | 18,86 | 15.923 | 19,90 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 26.291 | 18,27 | 1.389 | 19,33 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 71.436 | 25,54 | 3.775 | 26,64 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 28.630 | 37,12 | 1.513 | 38,33 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 35.583 | 4,60 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 359.413 | 124,77 | 18.991 | 126,76 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 120.010 | 14,07 | 6.341 | 15,08 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 68.404 | 16,48 | 3.614 | 17,49 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86.521 | 618,85 | 4.572 | 625,56 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11.461 | 606 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 173.252 | 3,60 | 9.155 | 4,51 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8.450 | 446 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 2 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 6.420 | 339 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5.562 | 294 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 51.603 | 24,73 | 2.727 | 25,80 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 40.378 | 0,23 | 2.134 | 1,09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 150.302 | 15,37 | 7.942 | 16,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 838 | 32,18 | 44 | 33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 45.110 | 1,48 | 2.384 | 2,36 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 214.295 | 7,43 | 11.323 | 8,37 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 208.523 | 7,10 | 11.018 | 8,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20.017 | 324,63 | 1.041 | 323,17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 8.979 | 1,51 | 474 | 2,38 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 64.448 | 3.405 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 464.730 | 2,59 | 24.556 | 3,49 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11.755 | 621 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10.182 | 107,37 | 538 | 109,34 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 911.609 | 7,76 | 48.169 | 8,71 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 140.820 | 34,93 | 7.441 | 36,11 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 154.668 | 8.173 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 378 | 20 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 465.015 | 3,00 | 24.571 | 3,90 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153.521 | 4,04 | 8.112 | 4,96 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 7.075 | 23,04 | 374 | 23,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.195.629 | 27,98 | 327.377 | 29,11 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 59.173 | 2,27 | 3.108 | 5,04 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7.777 | 7,73 | 411 | 8,47 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 17.573 | 176,00 | 929 | 178,68 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 11.208 | 592 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 123.323 | 1,69 | 6.516 | 2,58 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 532.289 | 7,25 | 28.126 | 8,20 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 54.700 | 140,61 | 2.890 | 142,86 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 35.266 | 1.863 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20.076 | 18,66 | 1.061 | 19,64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 131.814 | 8,42 | 6.965 | 9,36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18.540 | 4,13 | 980 | 5,04 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.766 | 24,43 | 833 | 25,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.311.251 | 23,22 | 69 | 25,45 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 128.337 | 2,53 | 6.781 | 3,43 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 20.466 | 0,23 | 1.071 | 0,19 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 30.199 | 39,55 | 1.596 | 40,78 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 300.192 | 8,11 | 15.862 | 9,07 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 87.029 | 0,81 | 4.599 | 1,68 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 72.896 | 14,01 | 3.852 | 14,99 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32.084 | 3,14 | 1.695 | 4,05 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 26.536 | 44,83 | 1.402 | 46,19 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4.784 | 23,27 | 253 | 24,14 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8.068 | 78,18 | 426 | 79,75 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 5.518 | 1,36 | 292 | 2,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 357.329 | 61,08 | 18.881 | 62,50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9.198 | 21.800,00 | 485 | 24.150,00 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 30.877 | 15,17 | 1.632 | 16,17 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 9.454 | 500 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 87 | 1,16 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3.646 | 193 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15.295 | 230,77 | 808 | 233,88 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 2 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7.972 | 6,26 | 421 | 7,40 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25.084 | 1.325 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 850.016 | 4,56 | 44.915 | 5,47 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 445.975 | 20,60 | 23.565 | 21,66 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19.701 | 33,39 | 1.041 | 34,67 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 19.648 | 17,80 | 1.038 | 18,90 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3.943 | 2,74 | 208 | 3,48 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 72.715 | 1,82 | 3.842 | 2,73 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 51.822 | 1,77 | 2.729 | 2,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 94 | 5 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5.472 | 289 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 419 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.806.066 | 0,91 | 570.993 | 1,80 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 268.370 | 16,05 | 14.181 | 17,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24.238 | 78,68 | 1.281 | 80,28 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.745 | 21,06 | 568 | 22,20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6.031 | 0,89 | 319 | 1,60 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 157.615 | 24,74 | 8.328 | 25,84 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 73.366 | 4,89 | 3.877 | 5,81 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 40.630 | 75,51 | 2.147 | 77,06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5.685 | 62,20 | 300 | 62,16 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23.302 | 92,45 | 1.231 | 94,16 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13.425 | 39,54 | 709 | 40,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 157.655 | 11,24 | 8.331 | 12,22 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12.789 | 676 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6.091 | 28,18 | 322 | 29,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 278.490 | 28,83 | 14.715 | 29,96 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 94.994 | 4,92 | 5.019 | 5,84 | ||||
| 2025-08-14 | 13F | Family Management Corp | 98.621 | 25,74 | 5.211 | 26,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 85.605 | 384,74 | 4.523 | 388,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64.155 | 15,34 | 3.390 | 16,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 14.272 | 19,75 | 754 | 20,83 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9.000 | 476 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10.798 | 2,22 | 571 | 3,07 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15.639 | 8,70 | 826 | 9,69 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5.870 | 4,62 | 310 | 5,80 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 740 | 64,08 | 39 | 65,22 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9.988 | 10,63 | 528 | 11,65 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 379.166 | 103,96 | 20.035 | 105,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8.789 | 0,31 | 464 | 1,31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165.454 | 33,14 | 8.743 | 34,31 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4.960 | 5,42 | 262 | 6,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46.221 | 19,81 | 2.442 | 20,89 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 84.732 | 6,57 | 4.477 | 7,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 886.951 | 7,20 | 46.867 | 8,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5.443 | 8,32 | 288 | 9,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 622.240 | 38,41 | 32.879 | 39,63 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 245.419 | 4,86 | 12.968 | 5,78 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5.183 | 32,76 | 274 | 33,82 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24.686 | 8,89 | 1.304 | 9,86 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3.254.573 | 2,56 | 171.972 | 3,46 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5.652 | 7,62 | 299 | 8,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8.988 | 6,42 | 475 | 7,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.771.006 | 32,55 | 304.940 | 33,72 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 24.070 | 1,89 | 1.272 | 2,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102.635 | 6,22 | 5.423 | 7,15 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 121.511 | 16,07 | 6.421 | 17,09 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41.079 | 11,07 | 2.171 | 12,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146.510 | 27,68 | 7.742 | 28,80 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 13.017 | 688 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9.793 | 0,28 | 517 | 1,17 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1.177.584 | 0,52 | 62.224 | 1,40 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105.648 | 4,30 | 5.582 | 5,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30.135 | 323,48 | 1.592 | 327,96 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 8.214 | 0,40 | 434 | 1,40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 58.736 | 3 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 24.556 | 13,79 | 1.298 | 14,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 285.319 | 22,14 | 15.076 | 23,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7.992 | 422 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35.932 | 23,04 | 1.899 | 24,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 113.193 | 52,42 | 5.981 | 53,79 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18.742 | 17,33 | 990 | 18,42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 17.738 | 17,11 | 937 | 18,16 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 54.602 | 3,71 | 2.885 | 4,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2.793.061 | 14,26 | 147.585 | 15,26 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 18.987 | 81,00 | 1.001 | 82,33 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 34.272 | 3,19 | 1.811 | 4,81 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63.997 | 46,13 | 3.382 | 47,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.127 | 8,58 | 112 | 9,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1.348.323 | 15,24 | 71.245 | 16,25 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 830.626 | 1,18 | 43.890 | 2,07 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 78.946 | 51,38 | 4.153 | 54,18 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 15.029 | 2,64 | 794 | 3,66 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9.616 | 11,30 | 508 | 12,39 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58 | 3 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 47.289 | 26,69 | 2.499 | 27,77 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71.936 | 15,12 | 3.801 | 16,13 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 141.667 | 8,33 | 7.486 | 9,29 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3.900 | 183,64 | 206 | 182,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 39.397 | 210,04 | 2.082 | 212,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.563 | 858,90 | 83 | 925,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13.340 | 705 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 21.112 | 31,79 | 1.116 | 32,90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 227.308 | 393,93 | 12.011 | 398,34 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 189.081 | 10,79 | 9.991 | 11,77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 21.158 | 14,29 | 1.118 | 15,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 44.337 | 0,91 | 2.341 | 2,09 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 27.264 | 1,98 | 1.441 | 2,86 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54.177 | 2,55 | 2.863 | 3,43 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 171.634 | 2,61 | 9.069 | 3,52 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 90.140 | 28,72 | 4.754 | 29,58 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 256.373 | 22,92 | 13.547 | 24,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10.261 | 23,91 | 542 | 25,17 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14.024 | 741 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 7 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 53.917 | 2.849 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5.878 | 311 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 163.795 | 16,61 | 8.655 | 17,63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12.309 | 85,49 | 649 | 91,45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5.505 | 19,13 | 291 | 20,83 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 146.933 | 7,75 | 7.764 | 8,68 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 275.445 | 2,29 | 14.486 | 5,05 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2.263 | 16,95 | 120 | 17,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21.293 | 41,92 | 1.125 | 43,31 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26.362 | 0,55 | 1.393 | 1,38 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 17.532 | 127,33 | 926 | 129,78 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 558.069 | 4,54 | 29.488 | 5,45 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 25.007 | 4,33 | 1.321 | 5,26 | ||||
| 2025-07-17 | 13F | KWB Wealth | 138.371 | 7.248 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 13.125 | 3,94 | 694 | 4,84 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 61.959 | 1,94 | 3.274 | 2,83 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 15.936 | 4,76 | 842 | 5,78 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5.878 | 311 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 47.047 | 2.486 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 201.653 | 40,24 | 10.655 | 41,48 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 117.262 | 3,19 | 6.196 | 4,10 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13.057 | 6,61 | 690 | 7,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.878 | 205 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 36.271 | 6,15 | 1.917 | 7,10 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 500.161 | 2,69 | 26.428 | 3,59 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 44.913 | 80,55 | 2.373 | 82,26 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 43.110 | 20,00 | 2.278 | 21,05 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 111.508 | 121,38 | 5.892 | 123,35 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55.623 | 8,70 | 2.939 | 9,66 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6.659 | 3,05 | 352 | 3,85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 4.450 | 5,75 | 233 | 6,88 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 200.132 | 13,43 | 10.575 | 14,42 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 19.200 | 1.015 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.320.013 | 10,23 | 69.750 | 11,20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 40.453 | 19,80 | 2.128 | 20,31 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 32.211 | 2,20 | 1.702 | 3,15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 50.704 | 43,43 | 2.680 | 44,71 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 79.622 | 3,31 | 4.207 | 4,21 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29.437 | 1.555 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 6.420 | 35,70 | 339 | 37,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 429.323 | 291,06 | 22.685 | 294,52 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 83 | 4 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 12.489 | 6,15 | 660 | 6,98 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6.945 | 367 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49.021 | 1,88 | 2.590 | 2,78 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 83.987 | 3,53 | 4.438 | 4,42 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6.293 | 39,41 | 333 | 40,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 909.967 | 84,06 | 48.083 | 85,67 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 13.433 | 50,68 | 707 | 54,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 217.708 | 7,27 | 11.504 | 8,21 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23.170 | 1,45 | 1.224 | 2,34 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27.901 | 108,42 | 1.474 | 110,27 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1.141.320 | 10,47 | 60.307 | 11,44 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 12.185 | 149,85 | 644 | 152,16 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 24.124 | 11,26 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11.870 | 174,07 | 625 | 175,33 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 85.714 | 6,10 | 4.529 | 7,04 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17.572 | 102,61 | 929 | 104,41 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 34.899 | 26,75 | 1.844 | 27,88 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 67.873 | 15,51 | 3.586 | 16,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10.275 | 538 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.684 | 1,32 | 89 | 1,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 376.252 | 4,61 | 19.881 | 5,54 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 439.262 | 5,70 | 23.211 | 6,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59.756 | 78,89 | 3.158 | 80,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12.619 | 36,14 | 666 | 37,32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 24 | 1 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5.689 | 300 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18.193 | 121,30 | 961 | 123,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.914.482 | 13,98 | 154.001 | 14,98 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5.409 | 285 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6.074 | 33,64 | 321 | 34,45 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 127.828 | 5,10 | 6.754 | 6,03 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 34.935 | 36,28 | 1.842 | 37,26 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 29.578 | 22,30 | 1.563 | 26,17 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 85.394 | 9,42 | 4.512 | 10,40 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 80.966 | 5,91 | 4.278 | 6,84 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 40.812 | 10,47 | 2.152 | 11,21 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 149.693 | 15,21 | 7.874 | 15,71 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 52.436 | 2.771 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25.663 | 9,65 | 1.356 | 10,69 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 79.260 | 2,51 | 4.188 | 3,41 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 430.686 | 1,92 | 23 | 0,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 36.199 | 1.913 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 106.568 | 13,15 | 5.631 | 14,15 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5.966 | 34,95 | 313 | 36,24 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 320 | 54,59 | 17 | 60,00 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 149.510 | 7.900 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 138.888 | 81,35 | 7.339 | 84,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 901.941 | 7,85 | 47.676 | 8,80 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 294.117 | 7,46 | 15.541 | 8,41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 614.700 | 32,63 | 32.481 | 33,79 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 55.306 | 15,00 | 2.922 | 16,83 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 266.788 | 5,29 | 14.097 | 6,22 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 20.118 | 1.063 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 102.720 | 2,68 | 5.428 | 3,57 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 12.904 | 13,94 | 682 | 14,84 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12.951 | 5,62 | 684 | 6,39 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 120.982 | 12,27 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 28.796 | 1,48 | 1.522 | 2,36 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.486 | 0,63 | 237 | 1,72 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 50.002 | 8,44 | 2.642 | 9,40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41.106 | 17,94 | 2.172 | 19,01 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 64.998 | 175,42 | 3.405 | 177,42 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 264.043 | 1,19 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 406.555 | 19,39 | 21.482 | 20,44 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 19.139 | 1.011 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 43.366 | 1,53 | 2.291 | 2,41 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5.080 | 268 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22.834.324 | 4,76 | 1.206.566 | 5,68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 340.920 | 4,13 | 18.014 | 5,04 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 17.242 | 894 | ||||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 148.609 | 44,75 | 7.852 | 46,03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 124.713 | 7,05 | 6.590 | 7,98 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 142.557 | 5,57 | 7.533 | 6,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 90.848 | 1.893,59 | 4.800 | 1.916,81 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 8.847 | 124,71 | 467 | 126,70 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 151.667 | 32,91 | 8.014 | 34,08 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 92.693 | 7,81 | 4.889 | 8,55 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22.296 | 113,91 | 1.178 | 116,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5.879 | 311 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16.184 | 25,68 | 855 | 26,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.182 | 6,27 | 432 | 7,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11.102 | 5,63 | 587 | 8,72 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 269.272 | 5,28 | 14.228 | 6,20 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20.636 | 4,12 | 1.091 | 6,97 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4.076 | 215 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.202.389 | 54,29 | 116.374 | 55,65 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.645 | 0,28 | 1 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 100.653 | 1,84 | 5.319 | 2,74 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 23.344 | 15,32 | 1.233 | 16,32 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11.395 | 8,68 | 602 | 9,65 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 60.546 | 5,18 | 3.199 | 6,10 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 50.716 | 2,65 | 2.680 | 3,56 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 54.544 | 88,06 | 2.877 | 91,73 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 35 | 750,00 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 96.567 | 331,72 | 5.105 | 336,61 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 57.941 | 2,38 | 3.062 | 3,27 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 64.139 | 52,15 | 3.389 | 53,49 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 27.266 | 0,22 | 1.441 | 1,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 393 | 469,57 | 21 | 566,67 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 13.271 | 0,03 | 701 | 1,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18.484 | 2.401,22 | 977 | 2.468,42 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5.127 | 12,14 | 271 | 12,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509.992 | 32,41 | 26.948 | 33,57 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21.235 | 8,98 | 1.122 | 10,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 68.607 | 17,05 | 3.625 | 18,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.145 | 64,04 | 60 | 66,67 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 596.557 | 2,21 | 31.522 | 3,10 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 388.207 | 33,81 | 20.482 | 34,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 310.424 | 22,92 | 16.403 | 23,99 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 445 | 215,60 | 24 | 228,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 89.839 | 4.747 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 74.227 | 11,26 | 3.922 | 12,25 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1.021.563 | 1,33 | 53.979 | 2,22 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 216.001 | 3,27 | 11.413 | 4,18 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 102.377 | 454,83 | 5.410 | 459,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.831 | 5,94 | 255 | 7,14 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5.353 | 283 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13.087 | 27,54 | 692 | 28,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 794.244 | 14,63 | 41.968 | 15,64 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 62.586 | 2,06 | 3.307 | 2,96 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 6.182 | 7,53 | 327 | 8,31 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6.564 | 10,41 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 10.328 | 15,02 | 546 | 15,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 550.345 | 9,63 | 29.080 | 10,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 48.363 | 0,37 | 2.556 | 1,27 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 100.450 | 13,58 | 5.308 | 14,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.149.509 | 8,52 | 60.740 | 9,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 739.581 | 15,62 | 39.079 | 16,64 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7.188 | 10,19 | 380 | 11,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2.256.451 | 24,96 | 119.231 | 26,05 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4.397 | 232 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14.574 | 36,58 | 770 | 37,99 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129.691 | 7,62 | 6.853 | 8,56 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 61.056 | 3,35 | 3.205 | 4,88 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 26.447 | 1.397 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 313.862 | 5,50 | 16.584 | 6,43 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7.583 | 21,66 | 401 | 22,70 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 56.791 | 2,18 | 3.001 | 3,06 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 23.302 | 1.231 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 51.869 | 8,46 | 2.741 | 9,38 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 102.287 | 2,93 | 5.405 | 3,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57.707 | 19,42 | 3.049 | 20,47 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 188.128 | 155,54 | 9.941 | 157,78 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 80.605 | 1,78 | 4.253 | 2,58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 106.698 | 7,95 | 5.638 | 8,89 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.480 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 35.310 | 1,23 | 1.866 | 2,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2.026.570 | 15,31 | 107 | 16,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150.539 | 46,10 | 7.955 | 47,41 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 228.517 | 0,98 | 12.075 | 1,86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5.689 | 301 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.285 | 20,91 | 279 | 22,37 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45.006 | 5,86 | 2.378 | 6,83 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5.046 | 26,53 | 267 | 28,50 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4.248 | 224 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 75 | 1,35 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31.521 | 3,14 | 1.666 | 4,06 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 24.507 | 3,00 | 1.295 | 3,85 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 50.938 | 4,63 | 2.692 | 5,94 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 19.348 | 3,31 | 1.022 | 4,29 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 44.860 | 13,01 | 2.370 | 14,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 24.461 | 893,54 | 1.293 | 909,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 121.424 | 303,89 | 6.423 | 308,26 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17.351 | 5,05 | 917 | 5,90 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17.464 | 13,52 | 923 | 14,53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103.035 | 7,75 | 5.397 | 8,48 |
