Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard World Fund - Vanguard Mega Cap ETF includono Praetorian Wealth Management, Inc., TDSB - Cabana Target Drawdown 7 ETF, Wiley Bros.-aintree Capital, Llc, RFG Advisory, LLC, Harbor Asset Planning, Inc., Mission Wealth Management, Lp, MKT Advisors LLC, Alpine Bank Wealth Management, Linscomb & Williams, Inc., Clune & Associates, Ltd., Buckingham Strategic Partners, Wealth Group Ltd, Root Financial Partners, LLC, Quantinno Capital Management LP, Glenmede Investment Management, LP, Wedbush Securities Inc, Brookwood Investment Group LLC, CIBC Private Wealth Group, LLC, St. Johns Investment Management Company, LLC, e Harbor Investment Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 922 | 207 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19.377 | 4.358 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3.449 | 721,19 | 776 | 14,81 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3.497 | 0,43 | 787 | 12,13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8.799 | 4,32 | 1.979 | 16,55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1.364 | 12,36 | 307 | 25,82 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 122 | 27 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 576.611 | 15,35 | 129.691 | 28,84 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 43.188 | 27,20 | 9.714 | 42,07 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 19 | 4 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 23.705 | 5,28 | 5.332 | 17,58 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 309 | 3,00 | 70 | 15,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8.590 | 9,44 | 1.932 | 22,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2.480 | 4,42 | 558 | 16,53 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1.620 | 9,83 | 364 | 22,56 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5.113 | 53,82 | 1.150 | 71,90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12.950 | 2,27 | 2.913 | 14,24 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 150 | 34 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2.438 | 9,97 | 548 | 22,87 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 1.004 | 226 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 979 | 220 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 41.064 | 53,64 | 9.207 | 72,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 42.664 | 0,76 | 9.596 | 12,54 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 47.051 | 2,26 | 10.583 | 14,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 962 | 216 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1.256 | 282 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 467.196 | 6,13 | 105.082 | 18,53 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 14.345 | 22,06 | 3.226 | 36,35 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6.282 | 2,58 | 1.413 | 14,60 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 23.992 | 2,39 | 5.396 | 14,37 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2.100 | 472 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4.473 | 1,11 | 1.006 | 13,03 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 11.402 | 1,12 | 2.565 | 12,95 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4.025 | 905 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9.648 | 24,47 | 2.170 | 39,10 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2.334 | 94,82 | 525 | 117,84 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 954 | 215 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17.200 | 80,39 | 3.869 | 101,46 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 1.305 | 293 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 2.668 | 598 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 401.214 | 31,78 | 90.241 | 47,18 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 224 | 17,89 | 50 | 31,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.403 | 3,93 | 316 | 16,24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4.097 | 0,99 | 922 | 12,73 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 977 | 0 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 940 | 11.650,00 | 211 | -0,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5.744 | 1,77 | 1.292 | 13,73 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8.553 | 15,58 | 1.924 | 29,06 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 333 | 110,76 | 75 | 138,71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 77.739 | 622,88 | 17.528 | 709,56 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 88.207 | 19.839 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 1.273 | 286 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 31.366 | 99,01 | 7.055 | 122,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 215.563 | 27,34 | 48.484 | 42,22 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2.793 | 16,72 | 628 | 30,56 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2.142 | 10,70 | 482 | 17,03 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 57.371 | 11.491 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 92.200 | 1.180,56 | 20.738 | 1.331,12 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 34.506 | 2,20 | 7.761 | 14,15 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2.196 | 494 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 26.448 | 9,09 | 5.949 | 21,84 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1.639 | 11,35 | 369 | 24,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6.997 | 9,36 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1.614 | 5,70 | 363 | 18,24 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4.448 | 1,37 | 1.001 | 13,25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25.000 | 5.311,26 | 5.623 | 5.946,24 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 4.302 | 968 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 2.839 | 6,21 | 639 | 18,59 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3.536 | 2,26 | 795 | 14,22 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 47.340 | 14,99 | 11 | 25,00 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 58.217 | 43,71 | 13.432 | 63,92 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14.225 | 3.199 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 14.875 | 58,79 | 3.346 | 77,36 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 6.298 | 529,80 | 1.416 | 604,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 973 | 219 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.072 | 139,29 | 241 | 167,78 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1.276 | 287 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1.045 | 14,58 | 235 | 28,42 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 19.298 | 46,65 | 4.340 | 63,84 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 66.438 | 18,53 | 14.943 | 32,39 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 26.724 | 6.011 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2.928 | 0,31 | 659 | 12,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8.292 | 0,18 | 1.865 | 11,88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 28.137 | 63,52 | 6.329 | 82,63 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 1.071 | 241 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 1.862 | 23,39 | 419 | 37,95 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9.799 | 841,31 | 2.205 | 954,55 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 101.899 | 48,51 | 22.919 | 65,88 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 16.737 | 77,77 | 3.765 | 125.366,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.296 | 1,38 | 1.866 | 13,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1.300 | 292 | |||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1.765 | 0,28 | 403 | 16,47 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1.184 | 4,13 | 266 | 16,67 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 16.320 | 1,57 | 3.671 | 13,45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2.291 | 5,43 | 517 | 18,08 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 344 | 72,00 | 73 | 82,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1.300 | 292 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 2.804 | 5,65 | 631 | 17,98 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 958 | 215 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1.285 | 13,52 | 289 | 27,31 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 22 | 5 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 106.843 | 1,58 | 24.031 | 13,46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.053 | 2.036 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4.783 | 1.076 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 901 | 209 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 208.204 | 3,44 | 46.829 | 15,53 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 24.868 | 30,06 | 5.593 | 45,27 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 600 | 21,21 | 138 | 39,39 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 1.400 | 1,67 | 315 | 13,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 477.698 | 10,52 | 107.444 | 23,44 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 6 | 1 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 25.742 | 2,94 | 5.790 | 14,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 85.992 | 12,11 | 19 | 26,67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | 11 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 39.603 | 4,55 | 8.908 | 16,77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 190.959 | 5,80 | 42.951 | 18,17 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 959 | 216 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.945 | 8,51 | 1.112 | 20,74 | ||||
| 2025-08-07 | 13F | Nwam Llc | 970 | 224 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 927 | 210 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 117 | 26 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88.581 | 10,88 | 20.142 | 25,21 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 21.629 | 72,81 | 4.865 | 93,02 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 66.210 | 2,26 | 14.892 | 14,21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8.170 | 7,57 | 1.838 | 20,14 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 272.675 | 35,85 | 61.330 | 51,73 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.813 | 211,52 | 1.308 | 256,13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 327 | 74 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 12.359 | 24,44 | 2.780 | 38,95 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 75.160 | 7,37 | 16.905 | 19,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4.791 | 63,46 | 1.078 | 82,54 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 49.095 | 1,04 | 11.042 | 12,85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2.167 | 39,18 | 487 | 55,59 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 214.932 | 0,16 | 48.342 | 11,86 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 481.051 | 1,43 | 108.198 | 13,29 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.929 | 2,45 | 1 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 494.163 | 2,74 | 111.419 | 15,04 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22.286 | 3,13 | 5.013 | 15,19 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1.028 | 231 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 11.933 | 0,69 | 2.684 | 12,49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.444 | 19,93 | 325 | 26,56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.464 | 93,41 | 779 | 116,39 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13.023 | 5,71 | 2.929 | 18,06 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 89.460 | 1,21 | 20.121 | 13,04 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 88.291 | 82,37 | 20 | 111,11 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 6.884 | 33,20 | 1.548 | 48,85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.791 | 76,28 | 403 | 97,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 863.882 | 65,37 | 194.304 | 84,70 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13.402 | 20,37 | 3.021 | 43,24 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 66.482 | 8,25 | 14.953 | 20,91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 327 | 5,14 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 35.226 | 18,50 | 7.923 | 32,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.105 | 5,54 | 249 | 18,10 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 327.444 | 1,28 | 73.875 | 16,11 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 57.573 | 22,91 | 12.989 | 46,08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15.521 | 1,44 | 3.491 | 13,27 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 10.197 | 0,59 | 2.294 | 12,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44.855 | 22,13 | 10.089 | 36,40 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 11.111 | 187,03 | 2 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 18.545 | 7,62 | 4.181 | 20,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 617 | 285,62 | 139 | 331,25 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.133 | 14,47 | 705 | 27,31 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 4.367 | 12,96 | 984 | 25,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 216.068 | 50,71 | 48.597 | 68,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 7.695 | 1.731 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 194.427 | 0,07 | 44 | 10,26 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 476.135 | 30.480,28 | 107.092 | 34.114,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 592.740 | 6,09 | 133.319 | 18,49 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1.144 | 257 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3.774 | 88,04 | 846 | 110,45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 72.709 | 2,82 | 16.354 | 14,83 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3.471 | 781 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 1.037 | 1,27 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 30.685 | 10,78 | 6.902 | 23,72 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15.047 | 4,77 | 3.384 | 17,01 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 13.092 | 8,91 | 2.952 | 21,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 977 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 23 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1.336 | 43,97 | 300 | 61,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.114 | 88,01 | 1.376 | 110,24 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 953 | 214 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5.070 | 6,47 | 1.140 | 19,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.185 | 6,69 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 27.288 | 27,94 | 6.138 | 42,89 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9.435 | 2,95 | 2.127 | 15,28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1.806 | 406 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3.273 | 23,28 | 736 | 37,83 |
