Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF includono Mason & Associates, LLC, Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares, BNP Paribas Asset Management Holding S.A., Colony Group, LLC, Sterling Group Wealth Management, LLC, Great Valley Advisor Group, Inc., Heritage Wealth Architects, Inc., Gw Henssler & Associates Ltd, WealthPlan Investment Management, LLC, Stark Wealth Management LLC, Heck Capital Advisors, LLC, Sculati Wealth Management, LLC, Trinity Wealth Management, LLC, ERn Financial, LLC, Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares, Leigh Baldwin & Co., Llc, 4J Wealth Management LLC, Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares, Castle Wealth Management Llc, e Tradewinds, LLC. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 57.895 | 1,24 | 3.153 | 13,06 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 397.875 | 18,16 | 21.668 | 31,98 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 216.509 | 6,31 | 11.791 | 18,74 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10.909 | 13,00 | 594 | 26,38 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 12.246 | 34,07 | 667 | 49,66 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21.060 | 5,36 | 1.147 | 17,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19.376.365 | 0,03 | 1.055.237 | 11,73 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 179.967 | 2,49 | 9.801 | 14,48 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 62.920 | 8,15 | 3.509 | 25,01 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 167.659 | 98,38 | 9.131 | 121,60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2.942.777 | 6,59 | 160.264 | 19,05 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 328.509 | 9,42 | 17.891 | 22,22 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 3.670 | 200 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 42.710 | 1,27 | 2.326 | 13,08 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 362.476 | 4,45 | 19.740 | 16,66 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 40.354 | 8,29 | 2.198 | 20,98 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 458.437 | 2,74 | 24.966 | 14,74 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 33 | -78,57 | 2 | -85,71 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3.197 | 11,12 | 174 | 24,29 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 61.262 | 6,37 | 3.336 | 18,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.929.343 | 9,73 | 105.072 | 22,56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18.035 | 3,96 | 982 | 16,21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1.427.240 | 15,00 | 77.727 | 28,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 52.247 | 4,84 | 2.845 | 17,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1.006.058 | 6,05 | 54.790 | 18,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 32.173.645 | 13,72 | 1.752.177 | 27,02 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 53.633 | 2.921 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 417.352 | 1.350,30 | 22.729 | 1.519,96 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38.446 | 1.980 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 187.041 | 2,35 | 10.186 | 14,32 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 156.285 | 1,63 | 8.511 | 13,51 | ||||
| 2025-08-11 | 13F | Eq Llc | 430.405 | 17,41 | 23.440 | 31,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4.026.678 | 6,68 | 219 | 19,02 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 470.668 | 0,58 | 25.633 | 12,34 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 35.155 | 1.915 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 482.562 | 7,70 | 26.280 | 20,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 840 | 0,36 | 46 | 12,50 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 14.363 | 782 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8.822 | 10,28 | 480 | 23,08 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 44.101 | 2.402 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 31.318 | 17,53 | 1.706 | 31,25 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13.727 | 11,03 | 748 | 24,09 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 86.988 | 4.737 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1.124.728 | 11,15 | 61 | 24,49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7.022.649 | 1,08 | 382 | 13,02 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 231.380 | 17,96 | 12.601 | 31,74 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 100.728 | 5.486 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4.516 | 7,88 | 246 | 20,10 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.578.498 | 7,44 | 85.965 | 20,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 16.675 | 23,80 | 908 | 38,41 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.918 | 67,05 | 540 | 86,85 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.033 | 1.004,93 | 220 | 1.188,24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 205.791 | 223,12 | 11.207 | 243,35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 657.701 | 2,60 | 35.818 | 14,60 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 207.352 | 43,63 | 11.292 | 60,42 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 141.862 | 6,19 | 7.726 | 18,61 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.091 | 285,08 | 114 | 334,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 42.974 | 5,11 | 2.340 | 17,41 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11.166 | 608 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23.647 | 5,85 | 1.288 | 18,18 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 488.773 | 6,50 | 26.619 | 18,95 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 155.495 | 6,90 | 8.078 | 20,91 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.110 | 60 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 215.710 | 3,79 | 11.748 | 15,93 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 41.963 | 11,68 | 2.291 | 25,05 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 36.161 | 154,12 | 1.969 | 184,13 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 360.540 | 32,29 | 19.635 | 47,75 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 159.776 | 8.701 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 109.745 | 0,99 | 6.145 | 15,97 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.848 | 771,70 | 101 | 900,00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 41.800 | 2 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 442.818 | 0,74 | 24.116 | 12,52 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5.879 | 320 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 102.138 | 5.562 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 46.958 | 193,47 | 2.557 | 227,82 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 58.709 | 532,57 | 3.197 | 607,30 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 9.069 | 494 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 251.067 | 39,26 | 13.673 | 55,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7.084 | 4,05 | 386 | 16,31 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 22.694 | 5,21 | 1.236 | 17,51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 345.104 | 9,12 | 18.794 | 21,87 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 81.063 | 12,15 | 4.415 | 25,26 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5.435 | 18,95 | 296 | 32,88 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7.338 | 400 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 784 | 43 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 486.323 | 1,68 | 26.553 | 20,98 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 110.585 | 4,89 | 6.022 | 17,16 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13.028 | 0,02 | 710 | 11,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8.278.847 | 24,92 | 450.866 | 39,52 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26.699 | 30,65 | 1.454 | 45,98 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1.096.600 | 10.866,00 | 59.721 | 12.162,83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9.581 | 73,32 | 522 | 93,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13.088 | 1,81 | 713 | 13,74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 48 | 2,13 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 415.201 | 5,57 | 22.612 | 17,91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 94.438 | 12,42 | 5.143 | 25,56 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 718.287 | 9,85 | 39.118 | 22,70 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 23.544 | 0,05 | 1.282 | 11,77 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 641.394 | 6,28 | 31.159 | -1,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.196.272 | 19,32 | 174 | 33,85 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 122.064 | 14,21 | 6.970 | 38,96 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 31.906 | 2,19 | 1.738 | 14,13 | ||||
| 2025-08-14 | 13F | Bank of Marin | 8.890 | 38,02 | 484 | 54,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 104.266 | 6,36 | 5.678 | 18,79 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 398.067 | 53,82 | 21.679 | 71,80 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 270.873 | 1,12 | 14.752 | 12,95 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 26.698 | 1.454 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 48.170 | 2,63 | 2.623 | 14,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 88.100 | 2,80 | 4.798 | 14,82 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 27.677 | 78,78 | 1.507 | 99,87 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 48.809 | 4,07 | 2.658 | 16,27 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1.038.131 | 3,44 | 56.537 | 15,53 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 6.187 | 32,46 | 337 | 48,02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 131.324 | 12,42 | 7.152 | 25,57 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 32.312 | 60,37 | 1.760 | 79,12 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7.176 | 138,09 | 391 | 148,41 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 85.334 | 6,35 | 4.647 | 18,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.597.693 | 650,98 | 87.010 | 738,81 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 75 | 4 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 147.530 | 2,40 | 8.034 | 14,36 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2.403 | 131 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43.292 | 296,37 | 2.347 | 343,48 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 430.391 | 0,91 | 23.392 | 12,48 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 331.764 | 5,73 | 18.068 | 18,09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 228.966 | 91,34 | 12.469 | 113,73 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 43.714 | 14,11 | 2.381 | 27,48 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3.030 | 165 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.385.577 | 3,67 | 184.379 | 15,79 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 18.281 | 17,46 | 996 | 31,27 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 28.186 | 6,83 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 32.607 | 15,07 | 1.776 | 28,53 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4.211 | 229 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6.131 | 18,45 | 334 | 32,14 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9.563 | 22,38 | 521 | 36,48 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 16.261 | 886 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 715 | 677,17 | 39 | 850,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12.423 | 677 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 703.157 | 0,12 | 38.294 | 11,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19.656.038 | 5,61 | 1.070.468 | 17,95 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11.570 | 66,62 | 630 | 86,39 | ||||
| 2025-07-16 | 13F | American National Bank | 140 | 8 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 283.546 | 27,15 | 15.442 | 42,01 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 88.767 | 116,55 | 4.834 | 141,94 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 27.367 | 8,50 | 1.490 | 21,24 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 138.922 | 2,90 | 7.566 | 14,92 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4.967 | 271 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20.103 | 5,02 | 1.095 | 17,26 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 110.266 | 4,96 | 6.005 | 17,24 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 18.075 | 6,90 | 984 | 13,63 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 73.387 | 3.997 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 835.554 | 9,92 | 45.504 | 22,77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9.021.544 | 35,31 | 491.331 | 51,15 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 183.071 | 82,46 | 9.970 | 103,80 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8.874 | 1,68 | 483 | 13,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12.880 | 35,97 | 701 | 52,06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 262.407 | 57,73 | 14.291 | 76,18 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 61.461 | 21,08 | 3.347 | 35,23 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 165.594 | 5,97 | 9.018 | 18,36 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 101.792 | 2,82 | 5.544 | 14,83 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 21.188 | 9,74 | 1.154 | 22,64 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8.446 | 86,04 | 460 | 107,69 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 322.976 | 28,46 | 17.596 | 43,54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 6.103 | 332 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 344.360 | 36,03 | 18.754 | 51,93 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2.314 | 16,05 | 113 | 9,80 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7.425 | 13,81 | 404 | 27,04 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 93.599 | 0,50 | 5.097 | 12,24 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 113.413 | 6,95 | 6.176 | 19,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48.201 | 15,08 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26.526 | 6,53 | 1.445 | 18,95 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50.917 | 1,35 | 2.773 | 13,19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 565.738 | 2,27 | 30.810 | 14,23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 38.221 | 13,00 | 2.082 | 26,20 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 161.422 | 864,17 | 8.791 | 977,33 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7.735 | 421 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 836.476 | 1,07 | 45.554 | 12,89 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9.953 | 542 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16.815 | 10,52 | 916 | 23,48 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 155.816 | 19,66 | 8.486 | 33,64 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 55.682 | 7,55 | 3.032 | 20,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 269.612 | 97,52 | 14.683 | 109,91 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 17.561 | 10,84 | 956 | 23,83 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 55.004 | 1,05 | 2.996 | 12,85 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 38.093 | 0,44 | 2.075 | 12,17 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 149.631 | 8.149 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5.635 | 295 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 825 | 0,12 | 45 | 10,00 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 55.493 | 1,62 | 3.107 | 16,72 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4.895 | 267 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5.879 | 72,40 | 320 | 95,12 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 51.634 | 2.812 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 362.524 | 4,31 | 19.743 | 16,51 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 700.333 | 0,15 | 38.140 | 11,85 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5.344.939 | 7,77 | 291.085 | 20,37 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12.691 | 6,93 | 691 | 19,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12.496.054 | 25,42 | 680.535 | 40,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18.362 | 336,26 | 1.000 | 387,32 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 137.632 | 1,56 | 7.495 | 13,42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 113 | 6 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 180.820 | 9,54 | 9.847 | 22,35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20 | 1 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 419.652 | 2,53 | 22.854 | 14,52 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16.195 | 3,42 | 882 | 15,47 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 659.396 | 12,83 | 35.911 | 26,03 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4.460 | 243 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 141.855 | 1,16 | 7.725 | 12,99 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 527.911 | 5,14 | 29.574 | 20,37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.547.581 | 10,53 | 247.661 | 23,45 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 51.568 | 208,92 | 2.808 | 245,39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 877.030 | 9,01 | 47.763 | 21,76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 545.298 | 32,73 | 29.697 | 48,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 178.407 | 2,41 | 9.716 | 14,39 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 220.585 | 28,52 | 12.013 | 43,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 62.330 | 2,24 | 3.394 | 14,20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 210.234 | 109,31 | 11.449 | 133,80 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 121.760 | 0,91 | 6.817 | 15,88 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 18.150 | 117,89 | 988 | 143,35 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 423.669 | 172,01 | 23 | 228,57 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 26.156 | 1.424 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 15.728 | 31,18 | 857 | 46,58 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 212.486 | 54,52 | 11.572 | 72,57 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8.548 | 36,16 | 466 | 51,96 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 177.981 | 9.693 | ||||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 5.660 | 0,07 | 308 | 12,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 29.754 | 63,26 | 1.670 | 96,35 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 24.407 | 4,85 | 1.382 | 19,55 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7.497 | 66,16 | 408 | 85,45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 29.004 | 74,06 | 1.580 | 94,46 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 625 | 34 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 639.009 | 6,05 | 34.800 | 18,04 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 3.682 | 201 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 194.975 | 10.618 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 42.649 | 0,31 | 2.323 | 12,01 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3.809 | 207 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 89.134 | 92,73 | 4.854 | 115,25 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 96.553 | 0,63 | 5.258 | 12,40 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1.644.822 | 1,19 | 89.577 | 13,02 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30.893 | 1.682 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 26.245 | 1,99 | 1.429 | 13,96 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 44.101 | 19,03 | 2.402 | 32,95 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 56.406 | 10,60 | 3.072 | 23,53 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 50.974 | 14,12 | 2.776 | 27,46 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 98.000 | 5.096 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 743.842 | 101,77 | 36.270 | 91,96 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 60.389 | 0,01 | 3.289 | 11,68 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 65.620 | 1,75 | 3.574 | 13,65 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19.343 | 1.053 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10.805 | 606 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 388.485 | 20,07 | 21.157 | 34,10 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5.439 | 7,62 | 296 | 20,33 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 111.474 | 25,47 | 6.071 | 40,12 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 327.075 | 4,04 | 17.812 | 16,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 219.417 | 6,48 | 11.949 | 18,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.305 | 50,87 | 71 | 69,05 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 45.494 | 2.478 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 92.390 | 151,36 | 5.032 | 180,75 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 13.823 | 14,50 | 674 | 9,06 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 58.428 | 931,93 | 3.177 | 1.046,57 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 90.399 | 4,43 | 4.968 | 17,73 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 52.186 | 0,26 | 2.842 | 12,02 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 103.662 | 57,32 | 5.645 | 75,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 99.192 | 17,72 | 5.403 | 31,50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 99.595 | 5.424 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 400.505 | 3,57 | 21.811 | 15,68 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 20.203 | 1.100 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 42.072 | 10,77 | 2.291 | 23,70 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 6.360 | 14,16 | 346 | 27,68 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 43.764 | 5,71 | 2.383 | 18,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89.015 | 4,42 | 4.848 | 16,63 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 25.720 | 4,79 | 1.398 | 29,11 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. 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 | 3.180.174 | 0,71 | 173.192 | 12,49 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 50.839 | 2,51 | 2.769 | 14,47 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 134.360 | 3,05 | 7.317 | 15,10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 25.067 | 79,04 | 1.365 | 100,15 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 79.796 | 33,13 | 4.346 | 48,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19.290 | 1,21 | 1.051 | 13,02 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 33.497 | 51,58 | 1.824 | 69,36 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 245.065 | 24,96 | 13.741 | 45,34 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 393.147 | 21.411 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 26.138 | 2,80 | 1.423 | 14,85 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 120.649 | 57,21 | 6.571 | 75,57 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 102 | 6 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 157.730 | 2,20 | 8.590 | 14,09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 101.589 | 5.533 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19.876 | 2,94 | 1.082 | 14,98 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 102.138 | 10,91 | 5.562 | 23,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116.495 | 2,33 | 6.344 | 14,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 805.218 | 0,62 | 43.852 | 12,39 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 67.176 | 9,30 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 103.361 | 9,27 | 5.629 | 22,05 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155.990 | 19,83 | 8.495 | 33,84 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6.097 | 1,11 | 332 | 12,93 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 392.474 | 3,68 | 21.374 | 15,80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 89.493 | 4,91 | 5.011 | 20,46 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 11.015 | 2,54 | 600 | 14,53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 50.035 | 13,39 | 2.725 | 26,64 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 239.639 | 10,58 | 13.051 | 23,51 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 18.844 | 1.026 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 95 | 1.780,00 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 17.422 | 1,55 | 949 | 13,40 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 103.146 | 6,14 | 5.617 | 18,55 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9.987 | 0,97 | 544 | 12,66 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 73.102 | 1,46 | 3.981 | 13,32 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 15.917 | 19,32 | 867 | 33,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.223.318 | 29,80 | 175.446 | 44,87 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22.516 | 1.226 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 4.681 | 8,78 | 255 | 21,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 107.200 | 5.838 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 31.765 | 0,15 | 1.728 | 11,77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323.505 | 18,37 | 17.618 | 32,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.733 | 4.332,99 | 448 | 4.866,67 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6.115 | 333 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 142.775 | 4,70 | 7.776 | 16,93 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4.870 | 265 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 330.222 | 2,82 | 17.984 | 14,84 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 130.755 | 5,01 | 7.121 | 11,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.442 | 14,39 | 405 | 27,76 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 118.298 | 273,18 | 6.443 | 316,96 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 138.896 | 15,62 | 7.564 | 29,14 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 42.204 | 3,23 | 2.298 | 15,30 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 19.412 | 1.057 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19.997 | 15,73 | 1.089 | 29,33 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19.720 | 1.074 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 671.231 | 32,88 | 36.555 | 48,42 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 51.570 | 2.809 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.856.325 | 5,96 | 101.096 | 18,34 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12.760 | 50,79 | 695 | 68,45 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 2.554.442 | 4,44 | 139.115 | 16,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38.989 | 3,52 | 2.123 | 15,63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 93.126 | 5.072 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 595.696 | 0,72 | 32 | 14,29 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 351.727 | 0,39 | 19.155 | 12,13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71.238.406 | 3,67 | 3.879.644 | 15,79 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 172.084 | 3,36 | 9.372 | 15,45 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 148 | 8 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 26.785 | 8,78 | 1.443 | 20,25 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 28.097 | 13,56 | 1.530 | 26,87 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 45.544 | 268,99 | 2.480 | 312,65 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 155.434 | 37,43 | 7.579 | 30,75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 277.065 | 6,50 | 15.452 | 21,81 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 318.977 | 3,99 | 17.815 | 19,11 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 553.264 | 2,58 | 30.131 | 14,58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.347.703 | 8,51 | 73.396 | 21,20 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 2.443.055 | 0,27 | 133.049 | 11,99 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 15.583 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.679.741 | 94,33 | 145.939 | 117,04 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 6.331 | 3,55 | 345 | 15,44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 104.200 | 1,85 | 5.675 | 13,75 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 48.370 | 196,86 | 2.634 | 231,74 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 151.054 | 378,64 | 8.226 | 434,85 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 375.317 | 4,78 | 20.440 | 17,03 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 186.031 | 1,60 | 10.131 | 13,47 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 392.369 | 24,52 | 21 | 40,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1.041 | 57 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387.629 | 20,26 | 21.110 | 34,32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 138 | 8 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 105.145 | 31,99 | 5.765 | 57,13 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 353.394 | 0,91 | 19.246 | 12,71 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 38.060 | 3,63 | 2.073 | 15,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 29.984 | 279,40 | 1.633 | 323,90 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 75.939 | 4.136 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 311.387 | 8,66 | 16.958 | 21,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36.740 | 11,94 | 2.001 | 25,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128.722 | 19,22 | 7.010 | 33,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 124.566 | 630,94 | 6.784 | 717,23 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 26.260 | 1,90 | 1.430 | 13,85 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 228.806 | 29,54 | 12.461 | 44,68 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 125.325 | 1,29 | 6.825 | 13,26 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.799.161 | 21,59 | 315.822 | 35,80 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 137.819 | 8,51 | 7.506 | 21,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 981.534 | 8,01 | 53.454 | 20,64 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32.302 | 24,31 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 620.928 | 47,15 | 33.660 | 64,51 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14.958 | 1 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 294.576 | 2,07 | 16.043 | 14,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1.096.575 | 3,86 | 59.719 | 16,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 146.627 | 3,48 | 7.985 | 15,57 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 305.823 | 2,00 | 16.655 | 13,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 29.109 | 10,02 | 1.585 | 22,87 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 22.464 | 1,07 | 1.223 | 12,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 43.082 | 50,20 | 2.346 | 67,81 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 76.803 | 5,40 | 4.183 | 17,74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2.493.174 | 13,47 | 135.778 | 26,73 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 98.625 | 5.371 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3.725 | 203 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55.357 | 19,82 | 3.015 | 33,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 10.699 | 14,18 | 583 | 27,63 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 229.640 | 10,43 | 12.506 | 30,94 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 103.383 | 14,59 | 5.630 | 27,98 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1.045 | 57 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 122.170 | 18,30 | 6.653 | 32,14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 229.496 | 2,54 | 12.498 | 14,52 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 30.776 | 17,83 | 1.676 | 31,66 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23.869 | 0,07 | 1.300 | 11,69 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4.026 | 219 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 2.231.728 | 4,83 | 121.540 | 17,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 151.837 | 8.269 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 211.341 | 4,17 | 11.510 | 16,35 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39.027 | 7,94 | 2.125 | 20,60 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 92.251 | 4,21 | 5.024 | 16,38 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4.866 | 12,85 | 265 | 26,19 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 11.878 | 654 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6.604.596 | 9,72 | 360 | 22,53 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5.027 | 274 | ||||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 2.285.263 | 47,24 | 124.455 | 64,45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30.229 | 167,70 | 1.646 | 199,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 517.275 | 29,78 | 28.171 | 44,95 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5.911 | 15,49 | 322 | 28,92 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5.255 | 2,24 | 286 | 14,40 | ||||
| 2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 187.952 | 10 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82.653 | 6,72 | 4.501 | 19,20 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 392.255 | 4,19 | 21.362 | 16,38 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 209.859 | 3,52 | 11.429 | 15,62 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 26.241 | 2,00 | 1.429 | 13,96 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 15.084 | 11,18 | 821 | 24,21 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 48.906 | 2,43 | 2.654 | 13,96 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 89.757 | 2,11 | 4.888 | 14,05 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 159.659 | 8.695 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 202.381 | 127,79 | 11.022 | 154,41 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 85.457 | 1,42 | 4.654 | 13,29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 40.587 | 227,71 | 2.210 | 266,50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 459.635 | 6,92 | 25.032 | 19,46 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 63.553 | 3.461 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 212.868 | 69,24 | 11.614 | 90,38 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 130.540 | 10,82 | 7.109 | 23,79 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 198.272 | 5,46 | 10.798 | 17,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 398.572 | 2,91 | 19.434 | -2,09 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 65.401 | 33,78 | 3.562 | 49,43 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 505.292 | 104,08 | 27.518 | 127,95 |
