Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF includono Grimes & Company, Inc., Southeast Asset Advisors Inc., Sierra Capital LLC, RPg Family Wealth Advisory, LLC, Manning & Napier Advisors Llc, J.Safra Asset Management Corp, Divergent Planning, LLC, Elequin Capital Lp, Tfo-tdc, Llc, STMYX - Sierra Tactical Municipal Fund Class Special Shares, Bramshill Investments, LLC, Pecaut & Co., Oakwell Private Wealth Management, LLC, Abacus Planning Group, Inc., Goldman Sachs Group Inc, Midwestern Financial, LLC /IA, Curbstone Financial Management Corp, PFW Advisors LLC, ORG Partners LLC, e Platform Technology Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7.141 | 364 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 88.203 | 16,75 | 4.491 | 16,92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12.716 | 35,36 | 647 | 35,64 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4.445 | 0,77 | 226 | 0,89 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 56.763 | 19,27 | 2.890 | 19,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45.771 | 228,27 | 2.331 | 228,63 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16.101 | 8,48 | 820 | 8,62 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 59.301 | 14,62 | 3.020 | 14,79 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 83.167 | 12,47 | 4.235 | 12,61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12.133 | 47,50 | 618 | 47,61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.011.957 | 17,59 | 51.529 | 17,75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4.524 | 230 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 228.795 | 17,92 | 11.650 | 18,09 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 38.034 | 1.937 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 37.417 | 236,21 | 1.905 | 237,17 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 101.200 | 11,58 | 5.153 | 11,73 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 5.900 | 300 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 15.708 | 18,93 | 800 | 19,08 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 84.797 | 19,87 | 4.318 | 20,02 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 15.244 | 8,71 | 776 | 8,84 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 903 | 0 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 82.731 | 472,93 | 4.213 | 473,84 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 498.744 | 126,23 | 25.396 | 126,55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6.081 | 310 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 91.277 | 43,40 | 4.651 | 43,96 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 248.447 | 1,57 | 12.651 | 1,70 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3.259 | 66,36 | 166 | 66,67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 79.561 | 22,57 | 4.051 | 22,79 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 262 | 60,74 | 13 | 62,50 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1.975 | 101 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 6.266 | 36,31 | 319 | 36,91 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 88.398 | 4.500 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 13.702 | 7,47 | 698 | 7,56 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5.800 | 9,43 | 295 | 9,67 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 514 | 414,00 | 26 | 420,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 27.558 | 0,32 | 1.403 | 0,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 54.918 | 109,28 | 2.796 | 109,60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16.989 | 59,31 | 865 | 59,59 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 163.246 | 47,21 | 8.301 | 47,63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 35.867 | 519,36 | 1.826 | 521,09 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 5.695 | 0,09 | 290 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 809.121 | 12,67 | 41.200 | 12,82 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6.129 | 1,36 | 312 | 1,63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 43.097 | 42,66 | 2.194 | 42,84 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 29.187 | 59,89 | 1.486 | 60,13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 164.260 | 23,77 | 8.364 | 23,95 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12.897 | 657 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 28.936 | 15,19 | 1.473 | 15,35 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 18.815 | 41,99 | 958 | 42,35 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 619.808 | 26,12 | 31.596 | 26,57 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 50.108 | 2,44 | 2.552 | 2,57 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29.328 | 35,45 | 1.493 | 35,73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 87.990 | 49,08 | 4.480 | 49,28 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 6.913 | 352 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 9.044 | 7,59 | 461 | 7,73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124.674 | 11,22 | 6.348 | 11,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.326.397 | 8,46 | 169.380 | 8,61 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 13.019 | 133,61 | 663 | 133,92 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 139.051 | 32,62 | 7.080 | 32,81 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7.071 | 47,04 | 360 | 48,15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24.876 | 459,77 | 1.267 | 462,67 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 694.420 | 185,14 | 35.360 | 185,54 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 181.152 | 4,50 | 9.224 | 4,64 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 14.997 | 166,38 | 764 | 166,78 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 156.687 | 0,06 | 7.968 | 0,34 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 230.824 | 5,85 | 11.754 | 6,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 248.340 | 107,42 | 12.645 | 107,70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4.464 | 0,79 | 227 | 0,89 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 263.278 | 64,99 | 13.406 | 65,22 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 5.269 | 0,76 | 268 | 1,13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13.291 | 113,54 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10.931 | 30,63 | 557 | 31,13 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10.400 | 2,97 | 530 | 3,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 25.329 | 1.290 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 123.311 | 14,45 | 6.279 | 14,60 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 129.514 | 75,34 | 6.595 | 75,56 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4.264 | 217 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 33.648 | 0,32 | 1.713 | 0,47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 56.442 | 10,65 | 2.874 | 10,84 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 31.351 | 90,70 | 1.596 | 91,14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 18.294 | 54,82 | 932 | 55,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27.257 | 34,36 | 1.388 | 34,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21.520 | 1.096 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 120.360 | 10,05 | 6 | 20,00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 110.222 | 70,50 | 5.613 | 70,73 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 19.977 | 32,83 | 1.017 | 33,12 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 20.946 | 123,30 | 1.067 | 123,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85.360 | 11,57 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 58.930 | 11,11 | 3.001 | 11,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 68.702 | 45,20 | 3.498 | 45,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42.405 | 60,71 | 2.159 | 61,00 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5.600 | 285 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268.090 | 142,36 | 13.651 | 142,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8.784 | 9,02 | 448 | 9,29 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 212 | 0,95 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4.922 | 251 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 32.205 | 9,79 | 1.640 | 9,93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 599.943 | 9,77 | 30.550 | 9,91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 10.800 | 550 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 25.629 | 0,18 | 1.305 | 0,38 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 11.786 | 20,44 | 600 | 20,72 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 182.646 | 1,11 | 9.300 | 1,25 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 29.565 | 1.505 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 45.284 | 120,05 | 2.306 | 120,36 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 12.240 | 119,63 | 623 | 120,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40.336 | 64,61 | 2.054 | 64,77 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9.245 | 103,23 | 471 | 103,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 922.988 | 149,30 | 46.999 | 149,64 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 36.045 | 45,75 | 1.835 | 45,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 541.812 | 0,62 | 27.589 | 0,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 254.332 | 15,44 | 12.951 | 15,60 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.761 | 90 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 51.088 | 16,66 | 2.601 | 16,85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 53.689 | 16,86 | 2.734 | 16,99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 801 | 41 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 48.690 | 8,40 | 2.479 | 8,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590.217 | 52,46 | 30 | 57,89 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 58.612 | 672,53 | 2.985 | 675,06 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 132.843 | 16,21 | 6.764 | 16,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 427.220 | 62,84 | 21.754 | 63,07 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 530.088 | 10,90 | 26.992 | 11,05 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 454.766 | 22,09 | 23.157 | 22,25 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 211.534 | 42,32 | 10.771 | 42,53 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20.822 | 31,12 | 1.060 | 31,35 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 816 | 0,74 | 42 | 0,00 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 6.395 | 326 | ||||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 51.109 | 1,57 | 2.602 | 1,72 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 612.924 | 1,02 | 31.210 | 1,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58.684 | 5,38 | 2.988 | 5,81 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 20.027 | 0,71 | 1.020 | 0,79 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 55.129 | 12,08 | 2.807 | 12,24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12.858 | 60,62 | 655 | 60,69 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 21.213 | 1,17 | 1.080 | 1,41 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 62.541 | 0,49 | 3.185 | 0,63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 38.421 | 24,26 | 1.956 | 24,43 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5.340 | 13,06 | 272 | 12,92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8.808 | 11,79 | 448 | 12,00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 11.258 | 5,78 | 573 | 5,91 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 109.409 | 25,33 | 5.571 | 25,50 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 411.003 | 234,72 | 20.928 | 235,22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22.506 | 21,42 | 1.146 | 21,55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 216.874 | 16,74 | 11.043 | 16,91 | ||||
| 2025-08-07 | 13F | Nwam Llc | 46.116 | 355,29 | 2.351 | 356,50 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14.149 | 5,95 | 720 | 6,04 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 220.743 | 6,29 | 11.240 | 6,44 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 29.249 | 1,57 | 1.489 | 1,71 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 904.286 | 9,97 | 46.046 | 10,12 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14.698 | 14,83 | 748 | 15,08 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 90.731 | 4.620 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 7.500 | 382 | ||||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 13.423 | 81,93 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13.039 | 664 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13.479 | 158,76 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 28,21 | 25 | 31,58 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.704 | 0,21 | 443 | 0,45 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 239.415 | 8,55 | 12.191 | 8,70 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 43.988 | 0,17 | 2.240 | 0,27 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4.961 | 0,77 | 253 | 0,80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17.204 | 12,98 | 876 | 13,18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10.133 | 7,44 | 516 | 7,52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 70.147 | 312,05 | 3.572 | 312,83 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 18.934 | 7,46 | 964 | 7,71 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 9.545 | 486 | ||||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 110.003 | 8,17 | 5.601 | 8,30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18.911 | 11,94 | 963 | 11,99 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21.107 | 10,32 | 1.075 | 10,49 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 51.171 | 137,28 | 2.606 | 137,68 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6.800 | 346 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 96.358 | 95,68 | 4.907 | 95,93 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5.069 | 23,03 | 258 | 23,56 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 88.004 | 4.481 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 15.787 | 70,85 | 1 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9.000 | 80,00 | 458 | 80,31 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 8.048 | 410 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 10.142 | 26,47 | 516 | 26,78 | ||||
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 59.000 | 3.004 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4.731 | 2,45 | 241 | 2,56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1.746 | 0,75 | 89 | 0,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3.386 | 172 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 1 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 67.141 | 1,31 | 3.419 | 1,42 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 8.250 | 420 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 16.275 | 0,76 | 827 | 1,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.612.505 | 14,77 | 183.949 | 14,93 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 454.908 | 13,53 | 23.164 | 13,69 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6.073 | 309 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 29.177 | 1.486 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 176.462 | 47,23 | 8.985 | 47,44 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 18.642 | 21,45 | 949 | 21,67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29.919 | 139,83 | 1.523 | 140,22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13.345 | 12,33 | 680 | 12,42 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 16.509 | 103,26 | 1 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 18.907 | 11,64 | 963 | 11,73 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 9.880 | 503 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37.276 | 69,36 | 1.939 | 73,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 33.419 | 145,76 | 1.702 | 146,16 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 35.209 | 88,09 | 1.793 | 88,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 901.073 | 35,40 | 45.883 | 35,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 331.184 | 13,53 | 16.864 | 13,69 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 49.665 | 6,57 | 2.529 | 6,71 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 45.771 | 137,34 | 2.331 | 137,86 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3.933 | 200 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12.973 | 9,61 | 661 | 9,82 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 68.304 | 69,54 | 3.478 | 69,82 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 98.375 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.083 | 106 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 63.951 | 56,86 | 3.256 | 57,07 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 48.515 | 1,95 | 2.470 | 2,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.476.076 | 11,46 | 75.162 | 11,61 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 141.499 | 15,67 | 7.205 | 15,84 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1.089.770 | 55.491 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 12.845 | 30,51 | 654 | 30,80 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 34.970 | 1,04 | 1.781 | 1,19 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 123.767 | 17,48 | 6.302 | 17,66 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 6.350 | 323,33 | 323 | 325,00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 5.446 | 4,55 | 277 | 4,92 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8.098 | 21,06 | 412 | 21,53 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 91.205 | 4.644 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 82.705 | 98,11 | 4.211 | 98,44 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 194.877 | 15,27 | 9.923 | 15,44 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 81.485 | 13,23 | 4.149 | 13,39 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 1.312 | 20,59 | 67 | 20,00 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 17.896 | 2,49 | 911 | 2,71 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 59.208 | 3.015 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2.401 | 0,76 | 122 | 0,83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 173.390 | 10,77 | 8.829 | 10,93 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 299.420 | 688,82 | 15.246 | 689,95 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 524.373 | 1,45 | 26.685 | 1,53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 250.699 | 0,97 | 12.766 | 1,10 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4.575 | 0,28 | 233 | 0,43 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5.093 | 259 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 9.143 | 4,41 | 464 | 4,04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 116.154 | 83,91 | 5.915 | 84,18 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 63.050 | 2,34 | 3.211 | 2,49 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 119.039 | 6.061 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 72.332 | 4,06 | 3.683 | 4,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 108.274 | 18,71 | 5.513 | 18,89 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7.784 | 396 | ||||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 16.037 | 0,78 | 817 | 0,87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 876 | 3,55 | 45 | 4,76 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40.943 | 299,52 | 2.085 | 300,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16.634 | 4,68 | 847 | 4,83 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7.284 | 37,33 | 370 | 38,06 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 17.194 | 6,83 | 876 | 6,97 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 130.647 | 0,39 | 6.653 | 0,53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 457.704 | 5,80 | 23.306 | 5,95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 35.706 | 35,98 | 1.818 | 36,18 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9.483 | 5,57 | 483 | 5,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182.651 | 30,24 | 9.299 | 30,46 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8.243 | 28,48 | 420 | 28,53 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1.291.697 | 0,93 | 65.773 | 1,07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 394.192 | 66,17 | 20.072 | 66,41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 47.036 | 897,37 | 2.395 | 902,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 485.473 | 16,10 | 25 | 14,29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21.916 | 14,09 | 1.116 | 14,24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 457.401 | 22,79 | 23.291 | 22,96 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 137.350 | 59,31 | 6.994 | 59,51 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 232 | 12 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 771 | 0,92 | 39 | 2,63 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 82.175 | 14,17 | 4.184 | 14,35 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 6.771 | 345 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 834 | 42 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 330.535 | 13,85 | 16.831 | 14,00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 43.418 | 11,50 | 2.211 | 11,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 782.821 | 158,05 | 39.791 | 157,96 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 35.342 | 1.800 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 230.052 | 56,42 | 11.690 | 56,64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 55.806 | 27,47 | 2.842 | 27,63 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 140.310 | 11,58 | 7.145 | 11,73 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 155 | 1,31 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25.617 | 524,96 | 1.304 | 526,92 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 14.497 | 155,45 | 738 | 156,25 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.035 | 12,43 | 460 | 12,75 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 10.690 | 0,76 | 544 | 0,93 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8.490 | 0,21 | 433 | 0,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.132.167 | 15,54 | 159.490 | 15,70 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 220.644 | 6,00 | 11.235 | 6,15 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 88.203 | 4.491 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 32.240 | 10,26 | 1.642 | 10,43 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16.371 | 4,21 | 834 | 4,39 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 40.926 | 2,97 | 2.087 | 3,47 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 37.397 | 6,98 | 1.904 | 7,15 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 9.708 | 494 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 61.882 | 101,56 | 3.151 | 101,86 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50.094 | 103,19 | 2.551 | 103,51 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 395.637 | 6,51 | 20.146 | 6,66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 714.466 | 30,37 | 36.381 | 30,55 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 28.016 | 143,22 | 1.427 | 144,60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11.214 | 0,04 | 571 | 0,35 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 48.763 | 13,82 | 2.483 | 14,00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8.189 | 20,28 | 417 | 20,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 50.546 | 191,16 | 2.574 | 191,39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 25.545 | 1,71 | 1.301 | 1,80 |
