Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF includono Two Sigma Investments, Lp, Members Advisory Group LLC, Columbus Macro, LLC, Baird Financial Group, Inc., RWM Asset Management, LLC, Gibbs Wealth Management, Financial Futures Ltd Liability Co., Beacon Pointe Advisors, LLC, Foster Group, Inc., Fortis Group Advisors, LLC, Optivise Advisory Services LLC, Altman Advisors, Inc., Helen Stephens Group, LLC, Skyline Advisors, Inc., StoneX Group Inc., Good Life Advisors, LLC, Jamison Private Wealth Management, Inc., Wade Financial Advisory, Inc, Scott Marsh Financial, LLC, e Cable Hill Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 488 | 20,49 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 80.201 | 13,97 | 4.816 | 21,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.777 | 11,76 | 107 | 19,10 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3.813 | 229 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 70.810 | 1,49 | 4.252 | 7,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.325.435 | 29,59 | 79.592 | 37,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 128.810 | 3,90 | 7.735 | 10,50 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 80.942 | 9,80 | 4.861 | 16,74 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 108.657 | 5,72 | 6.525 | 12,42 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6.480 | 4,92 | 389 | 11,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 112 | 55,56 | 7 | 50,00 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 51.108 | 20,73 | 3.069 | 28,41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 90.636 | 1,03 | 5.443 | 7,42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 350.961 | 3,19 | 21.075 | 9,73 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3.495 | 210 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 55.545 | 7,75 | 3.405 | 19,06 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 208.269 | 199,62 | 12.507 | 218,62 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 920 | 55 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 27.279 | 0,33 | 1.638 | 6,71 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16.573 | 11,20 | 995 | 18,31 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4.037 | 3,94 | 242 | 10,50 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6.133 | 0,02 | 368 | 6,36 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 117.713 | 77,69 | 7.069 | 88,98 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 131.699 | 7.909 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 46.744 | 2.807 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6.696 | 12,52 | 402 | 19,64 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 236.500 | 14.202 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 121.168 | 19,30 | 7.276 | 26,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 84.828 | 12,72 | 5.094 | 19,86 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5.039 | 2,52 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.369 | 84 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 42.529 | 12,24 | 2.554 | 19,35 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 29.036 | 0,30 | 1.744 | 6,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1.542 | 93 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5.501.136 | 2,25 | 330.343 | 8,73 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 43.069 | 7,22 | 2.586 | 14,02 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 44.715 | 5,38 | 2.685 | 12,06 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1.371.923 | 5,51 | 82.384 | 12,20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 141.265 | 0,27 | 8.483 | 6,62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8.344 | 41,42 | 501 | 50,45 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 215.970 | 0,57 | 12.969 | 6,95 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 755 | 0,40 | 45 | 7,14 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5.156 | 308 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 9.101 | 547 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.268 | 136 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3.832 | 3,96 | 230 | 10,58 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 324.598 | 8,52 | 19.492 | 15,41 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 24.656 | 0,37 | 1.481 | 6,71 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 26.109 | 23,69 | 1.568 | 31,46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 77.095 | 286,93 | 4.630 | 311,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 273.679 | 18,81 | 16.434 | 26,35 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 12 | ||||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 582.403 | 8,75 | 34.973 | 15,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.414.122 | 1,94 | 84.918 | 8,40 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 9.524 | 26,45 | 572 | 34,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35.642 | 6,27 | 2.140 | 13,05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3.886 | 16,17 | 233 | 23,94 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 32.319 | 0,41 | 1.941 | 11,17 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 558.731 | 56,89 | 33.552 | 66,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 28.700 | 1.723 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.297 | 3,12 | 258 | 8,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8.388 | 40,24 | 504 | 49,26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 18.522 | 1,40 | 1.112 | 7,86 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 14.467 | 4,88 | 869 | 11,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.173 | 611 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 57.366 | 10,48 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 641.311 | 1,40 | 38.511 | 7,83 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3.836 | 230 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 130 | 36,84 | 8 | 40,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.117.616 | 20,91 | 67.116 | 28,58 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 143.344 | 1,60 | 8.608 | 8,03 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 6.824 | 410 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 113.355 | 49,36 | 7 | 50,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 27.633 | 13,82 | 1.659 | 21,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 250.701 | 99,95 | 15.055 | 112,63 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 41 | 10,81 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 93.542 | 0,91 | 5.617 | 7,32 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 483.371 | 3,26 | 29.026 | 9,81 | ||||
| 2025-08-20 | 13F | Saratoga Research & Investment Management | 18.382 | 223,68 | 1.104 | 244,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 38.304 | 3,16 | 2.315 | 10,45 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 50.843 | 9,34 | 2.871 | 7,85 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 24.710 | 1.494 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 395.118 | 45,91 | 24 | 53,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4.271 | 312,26 | 256 | 341,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.250 | 19,16 | 75 | 27,12 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 147.032 | 5,26 | 8.829 | 11,94 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3.368 | 202 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 367.802 | 31,22 | 22.087 | 39,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 664.522 | 18,89 | 39.905 | 26,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224.950 | 30,54 | 13.509 | 38,83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10.362 | 9,21 | 622 | 16,26 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 340.484 | 2,01 | 20.446 | 8,48 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 8.511 | 0,13 | 511 | 6,68 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 116.353 | 2.715,22 | 6.987 | 2.898,71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43.845 | 10,03 | 2.633 | 16,98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 17.677 | 1.062 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 8.360 | 502 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 215.786 | 13 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 32.525 | 12,77 | 1.953 | 19,96 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26.244 | 20,24 | 1.576 | 27,84 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 20.102 | 1,11 | 1.207 | 7,58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 425.105 | 2,39 | 25.528 | 8,88 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 138.262 | 1,16 | 8.357 | 12,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 794.053 | 23,32 | 48 | 30,56 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 21.461 | 12,24 | 1.289 | 19,37 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 126.177 | 18,48 | 7.577 | 25,99 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 38.438 | 2.308 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 671.830 | 2,81 | 40.343 | 9,33 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18.254 | 92,80 | 1.096 | 105,24 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4.139 | 249 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 186.486 | 2,01 | 11.198 | 8,48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0,64 | 19 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 32.823 | 34,50 | 1.971 | 43,03 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 143.550 | 14,25 | 8.620 | 21,49 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 6.191 | 0,29 | 372 | 6,61 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 236.721 | 11,79 | 14.215 | 18,88 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 3.700 | 222 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97.370 | 1,90 | 5.847 | 8,38 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2.026.359 | 2,69 | 121.683 | 9,20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 73.403 | 4.408 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 13.904 | 835 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 33.876 | 97,30 | 2.034 | 109,91 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 265.388 | 12,64 | 15.937 | 19,77 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 114.706 | 4,03 | 6.888 | 10,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 157.744 | 204,65 | 9.473 | 224,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.729.803 | 23,18 | 163.925 | 30,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 81.620 | 4.901 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.661 | 221 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 60.052 | 3,39 | 3.606 | 9,94 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4.346 | 261 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 148.426 | 3,11 | 8.913 | 9,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7.339 | 15,36 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 42.815 | 0,14 | 2.571 | 6,50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 154.494 | 5,29 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 324.328 | 0,06 | 19.476 | 6,40 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 101.912 | 6.120 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 30.202 | 1.814 | ||||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 245.809 | 1,92 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 8.583 | 4,67 | 515 | 11,23 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 523.325 | 181,21 | 31.426 | 199,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 24.036 | 24,84 | 1.443 | 32,75 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1.796 | 0 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 18.785 | 0,97 | 1.128 | 7,43 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30.459 | 0,01 | 1.829 | 6,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.889 | 0,28 | 234 | 6,88 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 83 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.054 | 1.782,14 | 63 | 1.966,67 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3.380 | 203 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 45.991 | 3,82 | 2.762 | 12,19 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 20.592 | 1.237 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2.970 | 178 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 25.420 | 13,98 | 1.513 | 20,10 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 253.334 | 703,55 | 15.213 | 754,61 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 140.256 | 7,37 | 8.422 | 14,18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 906 | 26,54 | 54 | 35,00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 8.295 | 0,81 | 498 | 7,33 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12.849 | 4,74 | 772 | 11,42 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 90.042 | 5.407 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 119.632 | 1,70 | 7.184 | 8,15 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 478.203 | 4,71 | 29.094 | 12,81 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 704.042 | 7,63 | 42.278 | 14,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4.626 | 0,15 | 278 | 6,54 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5.230 | 2,55 | 314 | 9,41 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 64.621 | 2,42 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 59.110 | 7,49 | 3.550 | 14,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 47.507 | 47,19 | 2.853 | 56,53 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 39.653 | 2,19 | 2 | 0,00 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 4.335 | 243 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 940 | 840,00 | 56 | 1.020,00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 131.806 | 1,78 | 7.915 | 8,23 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 554 | 0,36 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 58.926 | 3.539 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 17.755 | 1.066 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 610.579 | 23,77 | 36.665 | 31,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 524.504 | 35,35 | 31.496 | 43,94 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3.982 | 0,13 | 239 | 6,70 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 206 | 11,35 | 12 | 20,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 747.541 | 2,33 | 44.890 | 8,82 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 16.453 | 990 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 10.692 | 642 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 5.918 | 0,29 | 355 | 6,61 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 6.364 | 359 | ||||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 3.604 | 0,28 | 216 | 6,93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.253 | 20,13 | 75 | 29,31 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 471.318 | 0,05 | 28.303 | 6,39 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.418 | 4,19 | 385 | 10,95 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 81.602 | 13,03 | 4.900 | 18,53 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 606 | 0,33 | 36 | 5,88 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 9.684 | 11,79 | 582 | 18,81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9.185 | 44,53 | 552 | 53,91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 414.144 | 11,14 | 24.869 | 18,19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 64.975 | 2,91 | 3.902 | 9,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7.844 | 26,78 | 471 | 34,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 41.746 | 16,35 | 2.507 | 23,69 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 116.510 | 3,52 | 6.996 | 10,09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10.704 | 34,17 | 643 | 42,67 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 67.262 | 3,15 | 4.039 | 9,70 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.800 | 588 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9.301 | 27,06 | 559 | 35,11 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 16.183 | 3,42 | 972 | 9,97 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 967 | 204,09 | 59 | 222,22 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 239 | 14 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4.444 | 1.629,18 | 267 | 1.800,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 205.579 | 67,81 | 12.267 | 78,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339.777 | 46,34 | 20.404 | 55,62 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 229.690 | 15,97 | 13.793 | 23,32 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 392.434 | 9,79 | 23.887 | 17,99 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 403.621 | 4,51 | 24.237 | 11,13 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 311.538 | 4,68 | 18.708 | 11,31 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 39.149 | 5,70 | 2.351 | 12,39 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2.711.715 | 8,63 | 162.839 | 15,52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8.382.025 | 14,67 | 503.341 | 21,94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.752.280 | 7,11 | 105.224 | 13,90 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 343 | 21 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 178.914 | 25,14 | 10.744 | 33,07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 420 | 25 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 3.432 | 206 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 10.953 | 658 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8.721 | 49,18 | 1 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.501 | 210 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 702.894 | 11,41 | 42.764 | 20,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 199.007 | 7,61 | 11.950 | 14,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46.989 | 5,10 | 2.822 | 11,77 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 169.347 | 9,85 | 10.169 | 16,82 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 17.423 | 26,96 | 1.046 | 35,14 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1.356.613 | 0,08 | 81.465 | 6,42 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 189.710 | 5,96 | 11.392 | 12,68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 701.245 | 5,08 | 42.110 | 11,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.589.457 | 4,59 | 275.597 | 11,22 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 19.367 | 0,43 | 1.163 | 6,80 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4.263 | 5,65 | 256 | 12,78 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 9.218 | 32,48 | 554 | 41,07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 98.479 | 11,78 | 5.914 | 18,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.448.388 | 23,07 | 86.976 | 30,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.137 | 32,08 | 549 | 40,51 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59.798 | 94,88 | 3.591 | 107,27 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5.376 | 0,66 | 323 | 6,98 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 21.175 | 0,68 | 1.272 | 7,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 831.723 | 27,19 | 49.945 | 35,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14.850 | 13,18 | 892 | 20,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 493.467 | 115,54 | 29.633 | 129,21 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3.822 | 230 |
