Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF includono First International Bank of Israel Ltd., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Frisch Financial Group, Inc., Syntegra Private Wealth Group, LLC, Merit Financial Group, LLC, Beese Fulmer Investment Management, Inc., Cornerstone Planning, LLC, GAMMA Investing LLC, FourThought Financial Partners, LLC, Alliance Wealth Advisors, LLC /UT, BKD Wealth Advisors, LLC, Mesirow Financial Investment Management, Inc., Kestra Private Wealth Services, Llc, Simon Quick Advisors, Llc, RFP Financial Group LLC, Sonata Capital Group Inc, Nwam Llc, Mosaic Family Wealth Partners, Llc, e Equitable Holdings, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Robbins Farley Llc | 4.325 | 101 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 77.899 | 37,30 | 1.817 | 38,49 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 38.575 | 12,82 | 900 | 13,80 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 158.931 | 4,38 | 3.708 | 5,28 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 131.551 | 11,45 | 3.069 | 12,42 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 209.684 | 5,85 | 4.892 | 6,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 93.548 | 8,17 | 2.182 | 9,10 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40.859 | 0,75 | 945 | 2,27 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 255.337 | 9,66 | 5.957 | 10,62 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 43.699 | 186,40 | 1.019 | 189,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16.781 | 1,30 | 392 | 2,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.510.759 | 10,51 | 105.236 | 11,47 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 25.697 | 0,18 | 600 | 1,01 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 855.583 | 10,45 | 19.961 | 11,41 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13.912 | 30,68 | 325 | 31,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 403.174 | 0,06 | 9.406 | 0,93 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 407.135 | 3,78 | 9.498 | 4,67 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 100.255 | 63,27 | 2.319 | 65,57 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 23.643 | 552 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4.202 | 31,97 | 98 | 34,25 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 87.900 | 3,90 | 2.051 | 4,81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 19.866 | 2.194,00 | 463 | 2.215,00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1.297 | 30 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 11.131 | 51,75 | 260 | 53,25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12.423 | 24,40 | 289 | 25,65 | ||||
| 2025-07-02 | 13F | InvesTrust | 243.373 | 1,83 | 5.678 | 2,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.645.374 | 8,16 | 61.717 | 9,09 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 19.504 | 3,56 | 455 | 4,60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 99.370 | 0,33 | 2.318 | 1,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 386 | 9 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 157.165 | 24,22 | 3.667 | 25,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11.193 | 291,91 | 261 | 295,45 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 405.524 | 0,83 | 9.461 | 1,70 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 170.106 | 4 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 121.063 | 9,83 | 2.824 | 10,79 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11.922 | 12,59 | 278 | 13,93 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5.693 | 0,76 | 133 | 1,54 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 28.248 | 659 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 236.828 | 4,48 | 5.525 | 5,40 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 134.675 | 2,64 | 3.142 | 3,53 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 40.586 | 0,80 | 947 | 1,61 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 78.820 | 6,05 | 1.839 | 6,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 78.874 | 27,69 | 1.840 | 29,21 | ||||
| 2025-08-01 | 13F | First National Trust Co | 304.187 | 2,71 | 7.097 | 3,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.091 | 25 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 408.578 | 2,95 | 9.532 | 3,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.965.833 | 5,04 | 45.863 | 5,95 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 148.501 | 1,96 | 3.465 | 2,85 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 15.152 | 354 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 188.990 | 2,59 | 4.409 | 3,47 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25.421 | 47,09 | 593 | 48,62 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 97.179 | 19,08 | 2.267 | 20,14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 28.417 | 4,81 | 663 | 5,58 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 198.111 | 12,76 | 4.582 | 14,41 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 934.505 | 8,57 | 21.802 | 9,51 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 20.090 | 32,45 | 469 | 33,71 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10.523 | 246 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7.000 | 163 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1.778.176 | 5,96 | 41.485 | 6,88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 277.086 | 41,49 | 6.464 | 42,72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11.103 | 258 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 347.748 | 13,77 | 8.113 | 14,75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 65.179 | 13,41 | 1.521 | 14,37 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 837 | 20 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 254.106 | 15,82 | 5.928 | 16,83 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18.525 | 1.029,57 | 432 | 1.067,57 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 48.674 | 9,59 | 1.136 | 10,52 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 265.503 | 0,49 | 6.194 | 1,36 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 206.974 | 4.829 | ||||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 108.216 | 2,51 | 2.525 | 3,40 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 99.104 | 6,67 | 2.311 | 7,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.851.059 | 5,98 | 43.185 | 6,90 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2.621 | 61 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 69.296 | 7,28 | 1.617 | 8,17 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 124.671 | 3,36 | 2.884 | 4,95 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 10.470 | 776,88 | 244 | 803,70 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 16.091 | 52,16 | 375 | 53,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4.958 | 65,27 | 116 | 66,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.496.784 | 3,05 | 34.920 | 3,94 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 449 | 3,94 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 93.308 | 40,52 | 2.177 | 41,76 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 102.421 | 2.389 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 794.261 | 6,26 | 18.530 | 7,18 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12.337 | 288 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.719 | 40 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 31.939 | 63,62 | 745 | 65,19 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 10.147 | 0,90 | 237 | 1,72 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 64.369 | 0,29 | 1.502 | 1,15 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 15.604 | 364 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 435.673 | 21,24 | 10.164 | 22,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132.274 | 47,71 | 3 | 50,00 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 490.800 | 16,69 | 11.450 | 17,70 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 256.889 | 5,26 | 5.993 | 6,18 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 18.737 | 437 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 252.442 | 5.889 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 845 | 1,20 | 20 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 452.932 | 3,12 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1.275 | 45,71 | 30 | 45,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20.719 | 0,59 | 483 | 1,26 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 115.145 | 2.686 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 16 | 66,67 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 110.726 | 3,86 | 2.583 | 4,79 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 88.166 | 58,59 | 2.057 | 60,00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1.737.633 | 14,77 | 40.539 | 15,77 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4.828.657 | 9,52 | 112.121 | 10,81 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 33.844 | 790 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 31 | 1 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 341.400 | 0,71 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.484.645 | 2.331,16 | 106 | -95,51 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 417.279 | 32,50 | 9.735 | 33,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8.089 | 44,91 | 189 | 45,74 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 912.316 | 8,80 | 21.284 | 9,75 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 129.074 | 1,89 | 3.011 | 2,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.855.106 | 3,33 | 43.281 | 4,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.952 | 1,24 | 46 | 2,27 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 156.301 | 8,56 | 3.618 | 8,65 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 79.975 | 6,97 | 1.866 | 7,87 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 51.095 | 18,92 | 1 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22.571 | 54,57 | 527 | 56,08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 140.458 | 18,65 | 3.277 | 19,65 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 133.393 | 4,23 | 3.112 | 5,14 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 58.836 | 44,71 | 1.373 | 45,96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 201.489 | 3,41 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 26.143 | 610 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.030.084 | 6,42 | 117.352 | 7,34 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1.062.464 | 8,41 | 24.787 | 9,35 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3.239.078 | 9,63 | 75.568 | 10,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.592.891 | 13,62 | 37.162 | 14,61 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 151 | 0 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 944.550 | 15,58 | 22.036 | 16,58 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 69.598 | 1.587 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 301.086 | 0,10 | 7.024 | 0,96 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 96.944 | 2.262 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 24.304 | 6,77 | 567 | 7,79 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 65.298 | 166,62 | 1.523 | 169,08 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 49.639 | 364,00 | 1.158 | 368,83 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 34.502 | 156,03 | 805 | 158,52 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 111.739 | 2.607 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1.162.411 | 12,40 | 27.119 | 13,37 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 35.912 | 78,87 | 838 | 80,39 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 202.900 | 0,47 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 36.265 | 14,16 | 846 | 15,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 249.015 | 4,59 | 5.760 | 6,10 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 84.837 | 8,57 | 1.979 | 9,52 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8.746 | 204 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 127.833 | 7,77 | 2.982 | 8,71 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 41.824 | 976 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 83.094 | 465,03 | 1.939 | 470,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 305.786 | 2,76 | 7.134 | 3,65 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 446.000 | 93,07 | 10.405 | 94,74 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1.344.114 | 1,88 | 31.358 | 2,76 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15.980 | 373 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 74.640 | 2,66 | 1.741 | 3,57 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 254.056 | 5.927 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 395.000 | 9.215 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64.885 | 7,29 | 1.514 | 8,23 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 383.137 | 1,66 | 8.939 | 2,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6.500 | 53,37 | 152 | 54,08 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 39.840 | 19,32 | 929 | 20,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.501 | 14,67 | 35 | 16,67 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 95.070 | 33,61 | 2.218 | 34,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57.491 | 36,96 | 1.340 | 38,04 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 317.423 | 1,24 | 7.405 | 2,11 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 52.324 | 5,51 | 1.221 | 6,36 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15.057 | 5,43 | 351 | 6,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.358.879 | 3,93 | 148.353 | 4,83 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 883 | 21 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 128.438 | 3,84 | 2.996 | 6,24 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 81.420 | 53,56 | 1.900 | 54,89 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8.654 | 202 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 682 | 44,80 | 16 | 50,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.799.668 | 14,28 | 65.316 | 15,27 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 191.150 | 5,94 | 4.460 | 6,85 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 37.181 | 18,28 | 863 | 19,03 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 512.009 | 3,16 | 11.945 | 4,05 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 184.648 | 0,97 | 4.308 | 1,82 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 28.050 | 18,11 | 654 | 19,13 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 901.671 | 8,53 | 21.036 | 9,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16.476 | 9,64 | 384 | 10,66 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 38.335 | 43,08 | 894 | 44,43 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179.185 | 2,56 | 4.180 | 3,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 674 | 16 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 41.503 | 0,44 | 968 | 1,36 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 59.685 | 94,27 | 1.392 | 96,06 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 707.197 | 1,38 | 16.499 | 2,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.797 | 4,22 | 275 | 6,59 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 115.469 | 3,05 | 2.694 | 3,94 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1.346.557 | 1,05 | 31.415 | 1,92 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1.523.416 | 12,07 | 35.541 | 13,04 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.877 | 116,24 | 44 | 115,00 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 365.736 | 5,49 | 8.533 | 6,40 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 52.475 | 17,90 | 1.224 | 18,95 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 12.600 | 0 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 89.988 | 10,41 | 2.099 | 11,35 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4.464.603 | 4,93 | 104.159 | 5,83 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 440 | 1,15 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 18.819 | 12,61 | 439 | 13,73 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 164.675 | 9,89 | 3.842 | 12,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33.081 | 1,10 | 772 | 1,98 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23.611 | 36,99 | 551 | 38,19 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 101.238 | 4,99 | 2.359 | 5,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 41.178 | 2,81 | 961 | 3,67 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1.442.239 | 0,38 | 33.647 | 1,25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9.183 | 214 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 536.670 | 19,68 | 12.521 | 20,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 92.494 | 7,97 | 2.158 | 8,88 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 78.336 | 38,46 | 1.819 | 40,06 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 192.654 | 35,17 | 4.495 | 36,35 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 790 | 1,28 | 18 | 0,00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 39.426 | 20,11 | 920 | 21,08 | ||||
| 2025-07-31 | 13F | United Community Bank | 13.200 | 6,62 | 308 | 7,34 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 45.900 | 94,08 | 1.071 | 95,61 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 246.678 | 1,15 | 5.755 | 2,02 |
