Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Capital Group Dividend Value ETF includono Park National Corp /oh/, Capital Advantage, Inc., Regimen Wealth, Llc, Delta Investment Management, LLC, Silvia Mccoll Wealth Management, Llc, Bouvel Investment Partners, LLC, FreeGulliver LLC, Pallas Capital Advisors LLC, Quantum Financial Planning Services, Inc., Tribridge Partners Financial LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Bulwark Capital Corp, Kovitz Investment Group Partners, LLC, Divergent Planning, LLC, Herold Advisors, Inc., Focus Financial Network, Inc., Natixis Advisors, L.p., Beacon Pointe Advisors, LLC, DMKC Advisory Services, LLC, e Summit Wealth Group Llc / Co .
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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 269.954 | 10.660 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 643.338 | 7,45 | 25.405 | 19,05 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 19.961 | 0,69 | 788 | 11,61 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 29.073 | 1.148 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 38.489 | 2,65 | 1.566 | 20,02 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 63.756 | 10,88 | 2.518 | 22,84 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 325.059 | 21,01 | 13.194 | 37,08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.884.253 | 7,36 | 271.859 | 18,96 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 35.119 | 74,06 | 1.440 | 104,55 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 98.333 | 23,67 | 3.883 | 37,06 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 256.792 | 6,89 | 10.141 | 18,43 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 15.829 | 6.083,20 | 1 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 218.252 | 3,64 | 8.619 | 14,83 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 27.958 | 29,14 | 1.104 | 43,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 862.641 | 60,79 | 34.066 | 78,16 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 181.062 | 12,60 | 7.150 | 24,78 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9.746 | 385 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11.974 | 297,81 | 473 | 341,12 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 38.287 | 2,45 | 1.512 | 13,52 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 9.645 | 13,98 | 381 | 26,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.517.846 | 11,71 | 454.840 | 23,78 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 8.679.595 | 5,56 | 342.757 | 16,97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 97.845 | 711,99 | 3.864 | 800,47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 747 | 29 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 197.689 | 139,14 | 7.807 | 164,97 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 321.347 | 118,20 | 13 | 140,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 54.231 | 5,70 | 2.142 | 17,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1.440.012 | 18,52 | 57.034 | 32,31 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28.321 | 12,57 | 1.118 | 24,78 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9.698 | 0,30 | 383 | 11,05 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 31.806 | 28,18 | 1.256 | 42,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14.358 | 4,25 | 567 | 15,51 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 983.194 | 2,05 | 38.826 | 13,61 | ||||
| 2025-08-14 | 13F | Clg Llc | 256.744 | 193,15 | 10.139 | 224,83 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 396.577 | 0,20 | 16.053 | 13,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 400.065 | 53,56 | 15.798 | 70,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24.241 | 129,97 | 957 | 155,20 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 25.480 | 1,77 | 1.006 | 12,78 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 381.882 | 0,85 | 15.081 | 11,75 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7.509 | 2,19 | 297 | 12,98 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 24.921 | 984 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64.889 | 11,66 | 2.562 | 23,71 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 128 | 42,22 | 5 | 66,67 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 77.077 | 1,59 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8.279 | 0,66 | 327 | 11,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 415.270 | 9,83 | 16.399 | 21,70 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 119.322 | 30,27 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 756.871 | 101,63 | 29.889 | 123,41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 85.041 | 118,52 | 3.358 | 142,28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 15.810 | 0,22 | 624 | 11,03 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 33.456 | 45,54 | 1.321 | 61,29 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11.906 | 470 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 427.919 | 16.899 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12.089 | 11,85 | 477 | 23,90 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 247.459 | 5,44 | 9.772 | 16,83 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 30.098 | 1.189 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 439.158 | 16,11 | 17.342 | 27,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.651.638 | 2,00 | 66.363 | 15,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 150.813 | 11,69 | 5.956 | 23,75 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447.743 | 2,46 | 18 | -99,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.939.344 | 73,07 | 76.585 | 91,77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16.102 | 104,39 | 636 | 126,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 20.209 | 42,21 | 798 | 57,71 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9.196 | 363 | ||||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 14.321 | 566 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7.520 | 21,02 | 297 | 33,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30.436 | 229,97 | 1.202 | 265,05 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24.193 | 955 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 19.676 | 4,68 | 777 | 15,99 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 48.100 | 5,03 | 1.933 | 32,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 266.355 | 2,35 | 10.518 | 13,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2.334.502 | 17,21 | 92 | 31,43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111.640 | 3,19 | 3.979 | 4,30 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 784 | 0,38 | 31 | 11,11 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1.169.992 | 21,09 | 46.203 | 34,17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 530.527 | 269,34 | 20.951 | 309,26 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 319.425 | 91,53 | 12.614 | 252.180,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 31.541 | 20,83 | 1.246 | 33,87 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 82.745 | 26,84 | 3.268 | 40,52 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 20.346 | 29,42 | 803 | 43,39 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 188.067 | 11,58 | 7 | 20,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 381.298 | 15.057 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 218.694 | 7,55 | 8.636 | 19,17 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 9.942 | 1 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 223.224 | 1,55 | 8.815 | 12,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5.785.215 | 15,58 | 228 | 28,09 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5.199 | 205 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 4.501 | 17,80 | 178 | 30,15 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 7.000 | 276 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 34.886 | 2.109,37 | 1.378 | 2.358,93 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 12.423 | 491 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 106.857 | 63,64 | 4.220 | 81,31 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 170 | 7 | ||||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 95.457 | 10,90 | 3.770 | 23,70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 545.634 | 91,99 | 21.547 | 112,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.330.582 | 106,64 | 52.545 | 128,97 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14.797 | 0,18 | 604 | 21,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42.860.196 | 45,53 | 1.692.549 | 61,25 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 32.690 | 10,35 | 1.291 | 22,27 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10.630 | 864,61 | 421 | 976,92 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 613.404 | 12,15 | 24.223 | 24,27 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 63.633 | 20,95 | 2.513 | 33,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 21.719 | 56,74 | 858 | 73,83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 565.462 | 1.198,09 | 22.330 | 1.338,79 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 39.950 | 1,20 | 1.578 | 12,16 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 2.784 | 0,07 | 110 | 10,10 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 686.813 | 9,71 | 27.122 | 21,56 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 156.010 | 2,68 | 6.161 | 13,76 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 80.825 | 27,47 | 3.248 | 56,03 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3.333 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11.981 | 6,80 | 473 | 18,55 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 5.290 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 22.270 | 22,69 | 879 | 36,07 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 33.576 | 11,39 | 1.326 | 23,37 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 153.756 | 34,86 | 6.072 | 49,42 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 351.837 | 179,62 | 13.902 | 209,90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 111.193 | 5,87 | 4.391 | 17,31 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 17.842 | 1,75 | 705 | 12,82 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 16.545 | 58,45 | 653 | 75,54 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77.242 | 14,13 | 3.050 | 26,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 206.484 | 1.993,95 | 8.154 | 2.223,08 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 29.027 | 59,62 | 1.146 | 73,11 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8.288 | 327 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 254.317 | 10.043 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 8.822 | 0,14 | 348 | 11,18 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 110.044 | 10,59 | 4.346 | 22,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 235.225 | 9.354,38 | 9.289 | 10.455,68 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 36.652 | 12,87 | 1.447 | 25,06 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5.219 | 206 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10.450 | 413 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2.150 | 795,83 | 84 | 950,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 5.306 | 210 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 114.223 | 4.511 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 141.686 | 75,34 | 5.595 | 94,34 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 37.038 | 12,49 | 1.463 | 24,64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 26.080 | 31,72 | 1.030 | 45,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 253.873 | 12,49 | 10.025 | 24,64 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 163.663 | 6.463 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 877.731 | 5,64 | 34.662 | 17,05 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 222.549 | 8,04 | 8.788 | 19,71 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 21.231 | 48,79 | 838 | 64,96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4.638 | 24,91 | 183 | 38,64 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 42.633 | 1,17 | 1.684 | 12,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 12.435 | 0,69 | 491 | 11,59 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 380.357 | 15.020 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 17.507 | 691 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 559.204 | 13,13 | 22.083 | 25,35 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9.902 | 1,15 | 391 | 12,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 28.502 | 1,89 | 1.126 | 12,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51.135 | 3,85 | 2.019 | 15,11 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5.409 | 214 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 71.442 | 3,51 | 2.821 | 14,72 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 6.888 | 8,46 | 272 | 19,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 138.047 | 7,19 | 5.445 | 19,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95.966 | 63,32 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 244.142 | 4,51 | 9.641 | 15,81 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 74.695 | 2.959 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 91.228 | 4,73 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 53.958 | 1,12 | 2.131 | 12,05 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 175.150 | 6,78 | 6.917 | 18,30 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 182.982 | 94,19 | 7.226 | 115,16 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5.150 | 101,96 | 203 | 125,56 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 103.417 | 3,60 | 4.084 | 14,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 251.185 | 64,55 | 9.919 | 82,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13.179.947 | 23,09 | 520.476 | 36,38 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 50.846 | 6,28 | 2.008 | 17,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 50.183 | 2 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9.188 | 6,06 | 363 | 17,53 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58.224 | 38,12 | 2.299 | 53,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 141.063 | 10,89 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 10.112 | 0,31 | 399 | 11,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 797.777 | 0,20 | 31.504 | 11,02 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58.180 | 2.298 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 120.055 | 17,13 | 4.753 | 30,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9.864.666 | 6,21 | 390 | 17,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70.356 | 14,43 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 568.141 | 4,33 | 22.436 | 15,60 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 125.618 | 9,49 | 4.961 | 21,30 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5.270.920 | 3,53 | 208.149 | 20,78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 96.869 | 1,01 | 3.825 | 11,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 97.038 | 47,31 | 3.832 | 63,27 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 273.091 | 2,22 | 10.784 | 13,27 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 11.449 | 12,52 | 452 | 27,32 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7.345 | 291 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 396.664 | 5,78 | 15.664 | 17,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30.935 | 54,36 | 1.222 | 71,01 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 269.121 | 7,17 | 10.628 | 18,74 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26.028 | 40,95 | 1.028 | 56,08 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 5.434 | 215 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3.296.914 | 1,70 | 130.195 | 12,68 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2.431 | 4,33 | 96 | 15,66 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 58.217 | 8,76 | 2.299 | 20,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123.821 | 8,25 | 4.890 | 19,95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 68.327 | 26,02 | 2.698 | 39,65 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 63.797 | 140,73 | 2.519 | 169,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16.080 | 1,66 | 635 | 12,61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9.076 | 23,45 | 358 | 36,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 229.373 | 106,26 | 9.058 | 128,54 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.984 | 78 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 219.370 | 7,66 | 8.663 | 19,28 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14.367 | 5,73 | 568 | 17,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55.985 | 0,41 | 2.211 | 11,22 | ||||
| 2025-07-16 | 13F | Novem Group | 169.094 | 12,09 | 6.678 | 24,20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 482.130 | 2,35 | 19.039 | 13,41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 21.997 | 59,23 | 869 | 76,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.387.880 | 2,59 | 94.297 | 13,67 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 161.037 | 1,26 | 6.359 | 12,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 298.904 | 31,24 | 11.804 | 45,41 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 443.987 | 17,03 | 17.533 | 29,68 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 298.484 | 53,08 | 11.787 | 69,62 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46.341 | 12,19 | 1.830 | 24,32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8.041 | 318 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2.881.541 | 48,03 | 113.792 | 64,02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22.753 | 19,71 | 899 | 32,64 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 14 | 1.200,00 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 12.452 | 6,55 | 492 | 18,03 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 120.179 | 0,68 | 4.746 | 11,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37.464 | 1.479 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 44.779 | 1.774 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 95.347 | 7,45 | 3.765 | 19,07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 272.431 | 19,83 | 10.758 | 34,21 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 86.994 | 120,30 | 3.435 | 144,14 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 5.854 | 231 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 9.984 | 1,57 | 405 | 15,71 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 518.164 | 20.462 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17.565 | 8,57 | 694 | 20,31 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 105.632 | 4.171 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86.405 | 14,50 | 3.412 | 26,89 | ||||
| 2025-07-17 | 13F | KWB Wealth | 200.054 | 58,24 | 7.130 | 59,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 63.540 | 603,34 | 2.509 | 679,19 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 14.279 | 14,78 | 564 | 27,09 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 33.054 | 48,80 | 1.305 | 64,98 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 48.808 | 3,77 | 1.927 | 14,98 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 11.824 | 5,54 | 421 | 6,58 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.600 | 595,65 | 0 | |||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 502.516 | 761,74 | 19.844 | 854,96 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 12.128 | 25,90 | 479 | 39,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15.821 | 18,25 | 627 | 30,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.029.430 | 21,90 | 198.612 | 35,07 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 130.169 | 149,35 | 5.140 | 176,34 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 25.464 | 12,39 | 1.006 | 24,54 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 813.532 | 8,75 | 32.126 | 20,49 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 225.272 | 0,26 | 8.896 | 11,09 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 479.521 | 140,68 | 18.936 | 166,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 91.283 | 3,08 | 3.219 | 1,96 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 12.501 | 17,40 | 494 | 30,08 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 641.829 | 2,31 | 25.346 | 13,36 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 8.615 | 13,64 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 103.312 | 2,80 | 4.080 | 13,91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5.201 | 205 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 60.025 | 4,65 | 2.370 | 15,95 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5.772 | 228 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.419 | 40,23 | 96 | 55,74 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11.030 | 96,16 | 436 | 117,50 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 135.098 | 39,23 | 5.335 | 54,28 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 5.662 | 0,16 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 54.895 | 278,72 | 2.168 | 319,96 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 593.030 | 125,64 | 23.419 | 150,03 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 20.656 | 27,00 | 816 | 40,76 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 229.848 | 10,81 | 9.077 | 22,78 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5.734 | 226 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 29.260 | 1.158 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19.353.624 | 11,52 | 764.275 | 23,57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5.139 | 203 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5.307 | 210 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 83.680 | 97,85 | 3.305 | 119,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 219.475 | 6,49 | 8.667 | 18,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5.993 | 237 | ||||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23.815.272 | 1,04 | 832.106 | -3,94 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 482.775 | 6,61 | 19.065 | 18,12 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 30.203 | 1.228 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 941.590 | 3,81 | 37.183 | 15,02 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 655.383 | 0,59 | 25.881 | 11,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11.850.016 | 17,10 | 467.957 | 29,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.197.514 | 0,31 | 47.290 | 11,15 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 74.645 | 3,93 | 2.948 | 15,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 382.873 | 6,85 | 15.629 | 22,38 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 123.862 | 21,24 | 4.891 | 34,33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2.571 | 102 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 68.164 | 10,32 | 2.692 | 22,21 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 126.191 | 38,85 | 4.983 | 53,84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630.009 | 57,11 | 24.879 | 74,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1.047.176 | 5,34 | 41.354 | 16,72 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 34 | 1 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 4 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.343 | 180,60 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10.900 | 6,42 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 832 | 14,76 | 33 | 39,13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 75 | 1,35 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 365.335 | 22,11 | 14.427 | 35,31 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 26.908 | 21,46 | 1 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5.162 | 204 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 75.782 | 7,07 | 2.993 | 18,64 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48.436 | 645,74 | 1.913 | 727,71 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25.883 | 6,16 | 1.022 | 17,74 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 861.670 | 3,42 | 34.027 | 14,59 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 190.069 | 6,64 | 7.506 | 18,15 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 1.033.003 | 24,68 | 40.793 | 38,15 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 89.010 | 48,93 | 3.515 | 64,98 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21.885 | 47,70 | 864 | 81,51 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 10,98 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.113.000 | 5,44 | 43.952 | 16,83 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37.354 | 0,01 | 1.475 | 10,82 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7.093 | 0,01 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.413 | 23,01 | 372 | 36,40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 636.005 | 18,12 | 25.116 | 30,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 737.966 | 27,83 | 29.142 | 41,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.646.393 | 42,74 | 222.694 | 58,72 | ||||
| 2025-07-29 | 13F | Creekside Partners | 7.794 | 24,56 | 308 | 38,29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 209.408 | 22,84 | 8.270 | 39,40 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5.351 | 211 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 299.302 | 24,64 | 11.819 | 38,10 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5.153 | 203 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66.130 | 69,00 | 2.611 | 87,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 126.439 | 61,45 | 4.993 | 78,90 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 211.779 | 2,61 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15.348.105 | 34,79 | 606.097 | 49,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24.811 | 1 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 1.298.522 | 7,42 | 51.279 | 19,03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 74.138 | 85,45 | 2.928 | 105,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 86.284 | 30,93 | 3.407 | 45,10 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 45.822 | 6,78 | 1.810 | 18,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.706.769 | 15,76 | 264.300 | 27,99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12.390 | 49,28 | 489 | 65,76 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 10.740 | 424 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 190.710 | 108,15 | 7.531 | 130,63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 24.011 | 139,58 | 948 | 165,55 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 94.693 | 3.739 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 195.566 | 10,70 | 7.723 | 22,65 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10.608 | 419 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 86.255 | 34,57 | 3.406 | 49,12 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1.180 | 0 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14.125 | 557 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.344.269 | 17,95 | 171.555 | 30,69 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 51.166 | 1,31 | 2.021 | 12,28 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36.137 | 260,58 | 1.427 | 299,72 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73.076 | 2,01 | 2.886 | 13,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 52.573 | 2,29 | 2.076 | 13,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 916.258 | 21,68 | 36.183 | 34,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 228.000 | 9.004 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 11.620 | 54,32 | 459 | 70,90 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1.968.586 | 2,43 | 77.739 | 13,50 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.072.946 | 5,90 | 42.401 | 17,35 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 39.868 | 15,23 | 1.598 | 29,52 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 23.718 | 9,21 | 937 | 20,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 392.614 | 6,11 | 15.504 | 17,58 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26.494 | 9,43 | 1.065 | 23,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 307.246 | 128,09 | 12.133 | 152,77 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 501.329 | 30,10 | 19.797 | 44,16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 9.837 | 36,02 | 388 | 50,97 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.522 | 26,83 | 60 | 42,86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 489.545 | 5,86 | 19.332 | 17,86 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8.250 | 9,16 | 326 | 20,82 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.993 | 355 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 15.380 | 56,70 | 607 | 73,93 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13.192 | 521 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 49.395 | 110,74 | 1.951 | 133,53 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 736 | 29 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 278 | 11 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 299.430 | 48,18 | 12.001 | 77,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16.720.692 | 9,95 | 660.300 | 21,83 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150.670 | 16,27 | 5.950 | 28,82 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10.625 | 21,40 | 420 | 39,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2.151 | 85 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 749.909 | 13,92 | 29.614 | 26,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.500.964 | 12,46 | 178 | 24,65 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8.976 | 4,35 | 354 | 15,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 28.981 | 20,54 | 1.144 | 33,64 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 17.559 | 3,10 | 693 | 14,36 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 24.333 | 12,91 | 961 | 25,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.881 | 23,60 | 311 | 37,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 16.440 | 0,53 | 586 | 1,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31.604 | 1.248 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 12.632 | 3,32 | 499 | 14,48 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69.566 | 2.747 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 658.288 | 6,03 | 23.461 | 7,17 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 13.330 | 66,62 | 526 | 84,56 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 236.410 | 16,33 | 9.336 | 28,90 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 101.343 | 5,70 | 4.002 | 17,12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 414.150 | 204,48 | 16.633 | 243,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.172.718 | 1,32 | 46.311 | 12,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 281.682 | 110,47 | 11.124 | 132,50 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2.005 | 4.790,24 | 79 | 7.800,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5.269 | 208 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3.423.179 | 11,69 | 135.182 | 23,76 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 58.217 | 2.299 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 258.222 | 18,53 | 10.197 | 31,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 194.888 | 10,07 | 8.041 | 30,77 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 39.991 | 2 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 285.215 | 5,03 | 11.711 | 22,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 89.969 | 256,51 | 3.553 | 295,11 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 900 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 26.993 | 23,32 | 1.066 | 36,54 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 861.124 | 34.006 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 340.960 | 0,14 | 13.464 | 10,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.690.263 | 49,46 | 67 | 65,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 8.869 | 18,52 | 350 | 31,58 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 82.984 | 21,83 | 3.288 | 35,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.328.061 | 10,82 | 605.305 | 22,79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10.930 | 62,67 | 432 | 80,33 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 53.608 | 22,83 | 2.117 | 36,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18.685 | 738 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 191 | 8 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 176.540 | 6.972 | ||||||
| 2025-08-08 | 13F | Creative Planning | 33.817 | 12,46 | 1.335 | 24,65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22.233 | 5,75 | 878 | 17,09 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 110.113 | 4 |
