Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity High Dividend ETF includono Regimen Wealth, Llc, Fundamentun, Llc, Perfromance Wealth Partners, LLC, KWB Wealth, Centerline Wealth Advisors, LLC, Investment Advisory Services Inc /tx /adv, Golden State Wealth Management, LLC, RFG - Bristol Wealth Advisors, LLC, Redhawk Wealth Advisors, Inc., Silverlake Wealth Management Llc, ERn Financial, LLC, New Insight Wealth Advisors, Sapient Capital Llc, Founders Financial Securities Llc, StoneX Group Inc., JGP Wealth Management, LLC, Gwn Securities Inc., Buffington Mohr McNeal, Keybank National Association/oh, e Advyzon Investment Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16.367 | 4,53 | 1 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 22.643 | 35,60 | 1.178 | 42,15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53.594 | 55,81 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23.916 | 34,25 | 1.244 | 40,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 112.833 | 49,78 | 5.870 | 57,09 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 110 | 6 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 433 | 24 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 17.497 | 0,87 | 931 | 23,02 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 6.481 | 337 | ||||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 87.500 | 7,31 | 4.552 | 12,54 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 450.340 | 10,44 | 23.427 | 16,93 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 622 | 331,94 | 32 | 357,14 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 71.358 | 23,98 | 3.712 | 30,06 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5.172 | 269 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.648.459 | 21,09 | 85.753 | 26,99 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 34.274 | 11,52 | 1.783 | 16,93 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 18.929 | 1,92 | 985 | 6,84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.524 | 20,11 | 287 | 25,88 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 314.688 | 6,94 | 16.370 | 12,16 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 27.672 | 1.439 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3.910 | 203 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19.903 | 26,86 | 1.035 | 33,03 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 25.076 | 1.304 | ||||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 750 | 39 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 128.437 | 13,09 | 6.681 | 18,60 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 6.007 | 44,57 | 312 | 51,46 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 211.520 | 0,46 | 11.003 | 5,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 547.991 | 4,82 | 28.506 | 14,77 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16.320 | 58,39 | 849 | 65,95 | ||||
| 2025-07-16 | 13F | Novem Group | 4.908 | 0,10 | 255 | 4,94 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 56.110 | 36,69 | 2.919 | 43,32 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 240.012 | 12.485 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28.168 | 2,75 | 1.465 | 7,80 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 88.142 | 9,33 | 4.585 | 14,68 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 541 | 28 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 72.138 | 3.578 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 142.826 | 2,93 | 7.084 | 2,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 113.906 | 2,98 | 5.925 | 8,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7.945 | 10,61 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 143.911 | 1,35 | 7.486 | 6,29 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 18.826 | 10,53 | 979 | 16,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 69.956 | 3.470 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42.607 | 1,94 | 2.216 | 6,90 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5.319 | 23,53 | 277 | 29,58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6.146 | 320 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 5.167 | 269 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 560.055 | 50,92 | 29.134 | 58,29 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 709.671 | 4,26 | 36.917 | 9,35 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 21.507 | 1,70 | 1.119 | 6,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 75.273 | 113,18 | 3.916 | 122,06 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 222.614 | 2,58 | 11.580 | 7,59 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4.155 | 216 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5.810 | 302 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 20.853 | 1.085 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 524.699 | 301,86 | 27.295 | 321,46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11.085 | 81,72 | 577 | 90,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 732.456 | 9,93 | 38 | 15,15 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 111.966 | 554,31 | 5.824 | 586,79 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46.561 | 20,48 | 2.422 | 26,41 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 141.107 | 93,25 | 7.340 | 102,71 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 369.090 | 19.200 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 66.590 | 7,39 | 3.464 | 12,65 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46.070 | 1,99 | 2.397 | 6,96 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 53.344 | 32,00 | 2.775 | 38,42 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 265.918 | 66,75 | 13.833 | 74,90 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14.187 | 14,67 | 738 | 20,39 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 9.620 | 0,47 | 500 | 5,49 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 29.265 | 0,85 | 1.556 | 15,95 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 282 | 15 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 514 | 1,78 | 27 | 4,00 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 117.146 | 3,38 | 6.094 | 8,42 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 111.442 | 41,70 | 5.797 | 48,64 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 297.706 | 10,18 | 15.487 | 15,55 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6.372 | 0,66 | 343 | 9,58 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4.599 | 239 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 335.907 | 5,71 | 17.474 | 10,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 972.004 | 20,22 | 50.564 | 26,08 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 585.625 | 8,99 | 30.464 | 14,31 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 319.085 | 2,96 | 16.599 | 7,98 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 190 | 11,76 | 9 | 12,50 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16.839 | 18,66 | 876 | 24,47 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 600 | 31 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 61.911 | 3.221 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 321 | 17 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 135.172 | 23,43 | 7 | 40,00 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1.588 | 43,19 | 83 | 49,09 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 16.582 | 0,35 | 863 | 5,25 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 136.002 | 1.877,92 | 7.075 | 1.974,49 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 516 | 0,98 | 27 | 4,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 49.362 | 625,38 | 2.568 | 661,72 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4.879 | 20,38 | 254 | 25,87 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 36.846 | 1.917 | ||||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 4.481 | 233 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3.945 | 205 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 55.256 | 35,00 | 2.874 | 41,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 952 | 95.100,00 | 50 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 1.997.711 | 9,31 | 103.921 | 14,64 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10.064 | 16,24 | 524 | 21,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 627.963 | 6,27 | 32.667 | 11,46 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1.104 | 37,48 | 57 | 46,15 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 188.529 | 32,89 | 9.807 | 39,38 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 40 | 2 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 84.525 | 1,96 | 4.397 | 6,91 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35.439 | 45,46 | 1.843 | 52,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 26.877 | 10,06 | 1.398 | 15,44 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 31.766 | 1.652 | ||||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 7.097 | 352 | ||||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 10.621 | 2,51 | 553 | 7,60 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 57.068 | 20,93 | 2.969 | 26,84 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4.661 | 0,32 | 242 | 5,22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 203.806 | 687,17 | 10.602 | 725,62 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 14.782 | 769 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 157.024 | 15,27 | 8.405 | 24,41 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3.855 | 0,36 | 201 | 5,26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 66.852 | 34,23 | 3.478 | 40,77 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 32.136 | 3,38 | 1.672 | 8,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 24.749 | 53,86 | 1.287 | 61,48 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6.625 | 42,11 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 161.837 | 6,61 | 8.419 | 11,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.101.910 | 9,21 | 57.321 | 14,54 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 238.266 | 8,11 | 12.395 | 13,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4.100 | 141,18 | 213 | 153,57 | |||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 124.675 | 13,03 | 6.486 | 18,56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.021.750 | 12,99 | 53.151 | 18,50 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 210.364 | 34,72 | 10.943 | 41,31 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 41.908 | 1,38 | 2.180 | 6,34 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 54.788 | 135,43 | 2.850 | 146,97 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4.828 | 5,23 | 251 | 10,57 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.260 | 0,88 | 222 | 5,74 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 113.858 | 19,52 | 5.923 | 25,36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 12.034 | 0,76 | 626 | 5,74 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3.002 | 4,31 | 156 | 9,86 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 123.754 | 1,35 | 6.438 | 6,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 226.140 | 309,79 | 11.771 | 330,07 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5.434 | 3,07 | 283 | 8,05 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 611 | 32 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 96.229 | 18,50 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.361 | 0,43 | 123 | 4,27 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7.769 | 14,84 | 404 | 20,60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7.580 | 15,94 | 394 | 21,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 26.292 | 277,11 | 1.368 | 296,23 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 22.752 | 64,32 | 1.128 | 63,24 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 66.914 | 3.481 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 44.222 | 10,27 | 2.300 | 15,64 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12.790 | 16,62 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 526.520 | 42,74 | 27 | 50,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40.142 | 1,53 | 2.088 | 6,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 58.600 | 3.048 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 44.860 | 1,30 | 2.334 | 6,24 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 175 | 1,16 | 9 | 12,50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88.783 | 23,07 | 4.619 | 29,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 457.765 | 5,71 | 23.813 | 10,87 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 51.568 | 5,49 | 2.683 | 10,64 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 11.228 | 10,39 | 597 | 28,66 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 17.812 | 67,14 | 927 | 75,38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3.959 | 206 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6.364 | 0,87 | 331 | 6,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 212 | 0,95 | 11 | 10,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 77.812 | 981,17 | 4.048 | 1.036,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.654.774 | 10,88 | 86.081 | 16,29 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 4.297 | 0,82 | 224 | 5,69 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 7.189 | 0,88 | 374 | 5,67 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 30.977 | 61,84 | 1.681 | 77,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 83.540 | 104,28 | 4.346 | 114,25 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.075 | 0,66 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 29.139 | 27,99 | 1.516 | 34,19 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 49.713 | 0,85 | 2.586 | 5,81 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.655 | 0,85 | 86 | 6,17 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.607 | 344 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 107.659 | 11,47 | 5.600 | 16,91 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21.744 | 9,30 | 1.131 | 14,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16.849 | 39,42 | 876 | 46,24 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 80.332 | 5,55 | 4.179 | 10,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 12.027 | 19,92 | 626 | 25,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8.547 | 448,94 | 445 | 476,62 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 700 | 36 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 17.677 | 0,96 | 920 | 5,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1.975 | 103 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 4.946 | 257 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 174.552 | 6,60 | 9.080 | 11,81 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 8.807 | 458 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 21.760 | 1.132 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5.852 | 15,38 | 304 | 21,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 473 | 80,53 | 25 | 84,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5.643 | 22,97 | 294 | 29,07 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7.829 | 407 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 6.499 | 46,90 | 338 | 54,34 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 208 | 0,97 | 11 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11.532 | 600 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 795.510 | 11,56 | 41.382 | 17,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19.029 | 5,87 | 990 | 11,00 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 7.726 | 383 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 393.153 | 2,43 | 20.452 | 7,43 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 107.637 | 5.599 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 87.090 | 2,61 | 4.530 | 7,63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 25.974 | 15,62 | 1.351 | 21,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4.512 | 3,68 | 235 | 8,84 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 111.005 | 2.042,13 | 5.774 | 2.146,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 679 | 3,51 | 35 | 9,38 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.250 | 65 | ||||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 59.710 | 17,55 | 3.106 | 23,40 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 128.716 | 6,68 | 6.696 | 11,88 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 9.518 | 3.020,66 | 472 | 3.046,67 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 30.867 | 35,19 | 1.606 | 41,78 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 72.825 | 3,39 | 3.788 | 8,45 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5.176 | 0,04 | 269 | 5,08 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53.585 | 3,41 | 2.788 | 9,51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 169.806 | 648,08 | 8.833 | 685,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 263.488 | 34,73 | 13.707 | 41,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 156.873 | 44,84 | 8.161 | 51,89 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 114.388 | 1,80 | 5.950 | 6,76 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 100 | 100,00 | 5 | 100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 191 | 10 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 52 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 500.499 | 369,21 | 26.036 | 392,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 18.761 | 95,59 | 976 | 105,26 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7.612 | 7,79 | 396 | 12,86 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 20.126 | 1.047 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.857 | 6,18 | 409 | 11,17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 123 | 6 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 37.180 | 3,39 | 1.934 | 8,47 | ||||
| 2025-08-08 | 13F | Creative Planning | 10.975 | 19,76 | 571 | 25,55 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 348.657 | 2,08 | 18.137 | 7,06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70.722 | 4,02 | 3.679 | 9,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 180.591 | 105,36 | 9.394 | 115,41 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 33.390 | 4,26 | 1.737 | 9,32 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 5.577 | 0,18 | 290 | 5,07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5.137 | 267 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5.399 | 0,69 | 281 | 5,66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6.883 | 358 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.288 | 327 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21.344 | 9,50 | 1.110 | 14,91 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32.346 | 7,17 | 1.683 | 12,36 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 25.568 | 2,28 | 1.330 | 7,34 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3.210 | 66,75 | 167 | 74,74 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 7.425 | 17,86 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 73.195 | 44,57 | 3.808 | 50,59 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 7.680 | 4,32 | 400 | 9,32 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 54.094 | 107,22 | 2.814 | 117,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.758.206 | 25,32 | 143.482 | 31,44 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 29.398 | 121,29 | 1.529 | 132,37 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 13.594 | 707 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 13.852 | 2,03 | 739 | 17,68 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 5.630 | 293 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 20.598 | 1.072 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 78.826 | 4.101 |
