Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in VanEck ETF Trust - VanEck Morningstar Wide Moat ETF includono GGM Financials LLC, XY Planning Network, Inc., Tactive Advisors, LLC, MFUL - Mindful Conservative ETF, Tradewinds, LLC., Strategic Family Wealth Counselors, L.L.C., Schechter Investment Advisors, LLC, Pure Financial Advisors, Inc., First International Bank of Israel Ltd., Old National Bancorp /in/, Winthrop Advisory Group LLC, Roman Butler Fullerton & Co, GenTrust, LLC, Cambria Investment Management, L.P., Rakuten Investment Management, Inc., ENDW - Cambria Endowment Style ETF, Millstone Evans Group, LLC, Exchange Traded Concepts, Llc, Garde Capital, Inc., e Family Legacy Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11.189 | 14.818,67 | 1.049 | 17.383,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.918 | 274 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59.441 | 129,51 | 5.575 | 144,58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 327 | 483,93 | 31 | 650,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | 116,67 | 61 | 130,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 993.184 | 12,51 | 93.012 | 20,15 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 35 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33.327 | 3.126 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 161.073 | 0,91 | 14.174 | -4,23 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3.175 | 279 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 111.627 | 0,24 | 9.823 | -4,87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79.633 | 556,44 | 7.469 | 599,91 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 168 | 16 | ||||||
| 2025-08-01 | 13F | Mendel Money Management | 13.504 | 0,56 | 1.267 | 7,20 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3.185 | 35,19 | 299 | 44,44 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24.107 | 7,62 | 2.261 | 14,66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5.314 | 1,74 | 498 | 8,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35.443 | 1,54 | 3.324 | 2,72 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3.001 | 57,86 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 616.184 | 2,09 | 57.792 | 8,80 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 20.409 | 1,62 | 1.914 | 8,32 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6.352 | 50,99 | 596 | 60,81 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 20.812 | 3,38 | 1.952 | 10,16 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 905 | 12,42 | 85 | 20,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 84.532 | 108,72 | 7.928 | 122,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 83.652 | 1,86 | 8.113 | 15,36 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 160.205 | 252,75 | 15.026 | 276,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3.022 | 283 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 34.774 | 0,92 | 3.261 | 7,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.997 | 61,07 | 750 | 72,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30.197 | 2,40 | 2.832 | 9,13 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4.342 | 7,50 | 407 | 14,65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2.652 | 249 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 53.883 | 7,04 | 5.054 | 14,09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17.494 | 11,71 | 1.641 | 36,89 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2.200 | 218 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 838 | 79 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 17.922 | 15,80 | 1.681 | 23,44 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 2.200 | 206 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5.824 | 546 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49.401 | 2,46 | 4.633 | 9,19 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2.179 | 204 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 70.636 | 1,17 | 6.625 | 7,83 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 23.063 | 1,41 | 2.163 | 8,10 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 179.814 | 10,86 | 16.865 | 18,14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 61 | 6 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5.922 | 0,44 | 555 | 7,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105.441 | 2,67 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 6.949 | 14,80 | 652 | 22,37 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 436.493 | 6,60 | 40.939 | 13,61 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5.184 | 2,80 | 486 | 9,71 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.067 | 100 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4.322 | 71,44 | 405 | 83,26 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 168.555 | 0,94 | 15.809 | 7,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26.539 | 12,83 | 2.489 | 20,30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11.771 | 41,14 | 1.104 | 50,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 291.184 | 310,88 | 27.310 | 337,94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 12 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26.346 | 11,34 | 2.471 | 18,64 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23.652 | 22,61 | 2.218 | 30,70 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15.690 | 0,59 | 1.472 | 7,22 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 69.511 | 8,47 | 5.983 | -2,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175.756 | 1,77 | 16.484 | 8,47 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10.784 | 1.011 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 162.111 | 1,09 | 15.204 | 7,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 182.535 | 34,20 | 17 | 30,77 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 56.045 | 19,06 | 5.256 | 26,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 715.951 | 9,57 | 67.149 | 16,78 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27.426 | 0,10 | 2.572 | 6,72 | ||||
| 2025-07-31 | 13F | United Community Bank | 15.600 | 0,16 | 1.463 | 6,79 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 94.836 | 249,09 | 8.895 | 272,60 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1.524 | 137 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1.093 | 103 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 63.834 | 3,71 | 5.987 | 10,52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 209.343 | 0,49 | 19.634 | 7,10 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13.660 | 121,90 | 1.281 | 136,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2.223 | 208 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2.411 | 33,13 | 209 | 28,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 316.538 | 8,02 | 29.688 | 15,13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 375.034 | 0,55 | 35.174 | 7,16 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 13.697 | 2,85 | 1.285 | 9,65 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.039 | 97 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 14.679 | 1.292 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65.807 | 54,99 | 6.172 | 65,20 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 302 | 28 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 460.995 | 31,83 | 43.237 | 40,51 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30.491 | 445,26 | 2.860 | 481,10 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53.868 | 1.645,56 | 5.052 | 1.771,11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5.254 | 1,19 | 493 | 7,89 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 795 | 75 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34.696 | 3.254 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 166.709 | 10,86 | 15.636 | 18,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 20.657 | 24,69 | 1.937 | 32,94 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 57.131 | 0,45 | 5.358 | 7,07 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10.376 | 2,75 | 973 | 9,57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 7.724 | 61,96 | 724 | 72,79 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 81 | 113,16 | 8 | 133,33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 12.208 | 2.990,63 | 1.145 | -42,25 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 361 | 32 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 357.975 | 1,76 | 33.575 | 8,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2.990 | 4,51 | 280 | 5,66 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 45.889 | 4,90 | 4.304 | 11,80 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20.958 | 6,61 | 1.966 | 13,58 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 2.896 | 267 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1.928 | 169 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 14.890 | 0,06 | 1.397 | 6,65 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47.978 | 6,71 | 4.500 | 13,73 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 81.322 | 0,55 | 7.877 | 10,68 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5.435 | 0,74 | 478 | -4,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 161.062 | 62,63 | 15.106 | 73,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28.123 | 153,02 | 2.638 | 169,63 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5.095 | 0,39 | 478 | 6,95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57,14 | 69 | 68,29 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 585.101 | 1,21 | 54.877 | 7,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.382.924 | 25,53 | 129.704 | 33,79 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8.094 | 4,12 | 759 | 10,96 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 38.604 | 6,14 | 3.621 | 13,13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3.795 | 14,97 | 356 | 22,41 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 431 | 22,79 | 40 | 33,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98.086 | 0,60 | 9.199 | 7,25 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5.063 | 6,23 | 475 | 13,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27.526 | 12,81 | 2.582 | 13,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7.196 | 74,45 | 675 | 85,67 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 14.146 | 17,68 | 1.327 | 25,45 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.757 | 13.685,00 | 259 | 25.700,00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 267.876 | 25.124 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 7.275 | 15,11 | 721 | 34,08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 247.757 | 560,88 | 23.237 | 604,36 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 7.967 | 17,73 | 747 | 25,55 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 65.430 | 583,41 | 2.837 | 236,82 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2.153 | 202 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 163.530 | 2,23 | 15.337 | 8,96 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 375.332 | 2,37 | 35.202 | 9,11 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6.642 | 1,14 | 623 | 7,80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 188 | 18 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42.153 | 63,02 | 3.954 | 64,91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3.253 | 24,26 | 305 | 32,61 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.344 | 269,72 | 220 | 298,18 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 99.780 | 21,98 | 9.358 | 30,01 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 27.942 | 5,41 | 2.621 | 12,35 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24.708 | 0,28 | 2.317 | 6,87 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 123.670 | 5,19 | 11.979 | 15,77 | ||||
| 2025-08-12 | 13F | Bokf, Na | 93 | 9 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 360 | 34 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3.387 | 30,97 | 328 | 44,05 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4.362 | 1,51 | 409 | 8,20 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20.958 | 6,61 | 1.966 | 13,58 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 27.886 | 0,07 | 2.615 | 6,65 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56.481 | 14,43 | 5.297 | 21,97 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97.525 | 51,06 | 9.147 | 60,99 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 105.170 | 1,61 | 9.864 | 8,30 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8.560 | 68,04 | 803 | 101,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.210 | 2,37 | 113 | 8,65 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 11.245 | 14,16 | 1.055 | 21,71 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 333 | 29 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 11.671 | 3,70 | 1.095 | 10,51 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 318.291 | 6,33 | 29.853 | 13,33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 24.220 | 0,90 | 2.272 | 7,53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2.796 | 262 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5.105 | 2,10 | 479 | 8,64 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 154.250 | 6,86 | 14.467 | 13,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8.706 | 22,74 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24.375 | 0,62 | 2.286 | 7,27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29.611 | 89,16 | 2.777 | 102,41 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 33.795 | 7,03 | 3.170 | 14,07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3.597 | 6,33 | 337 | 13,47 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 56.872 | 2,68 | 5.334 | 9,42 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13.736 | 1,36 | 1.288 | 8,05 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5.308 | 7,97 | 498 | 15,05 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2.209 | 207 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 587.865 | 5,08 | 55.136 | 11,99 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4.472 | 0,45 | 419 | 7,16 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3.584 | 0,50 | 347 | 10,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 812 | 76 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 584 | 55 | ||||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 196.647 | 1,55 | 18.444 | 8,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 275 | 26 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6.385 | 142,78 | 599 | 158,87 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4.240 | 59,46 | 398 | 70,39 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2.364 | 222 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2.829 | 265 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 303.887 | 1,61 | 28.502 | 8,29 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 323 | 30 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14.849 | 0,01 | 1.393 | 6,58 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39.615 | 6,88 | 3.715 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 180.565 | 1,13 | 16.935 | 7,78 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13.737 | 9,63 | 1.288 | 16,88 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 122 | 11 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15.256 | 312,10 | 1.431 | 340,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 89.774 | 1,80 | 8.420 | 8,49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6.493 | 37,80 | 609 | 47,10 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.566 | 428 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 67.359 | 2,86 | 6.318 | 9,61 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 46.840 | 2,60 | 4.393 | 9,36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21.778 | 1,68 | 2.043 | 8,39 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2.250 | 211 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 77.770 | 11,88 | 7 | 16,67 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 131.937 | 5,26 | 12.374 | 12,18 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 658.546 | 6,42 | 61.765 | 13,42 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 46.712 | 19,17 | 4.381 | 27,02 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3.261 | 21,41 | 306 | 29,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40.598 | 3.808 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205.235 | 7,74 | 19.249 | 14,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | 134,38 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 52.012 | 15,27 | 4.878 | 22,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15.400 | 285,00 | 1.444 | 310,23 | |||
| 2025-07-17 | 13F | XML Financial, LLC | 43.221 | 4,48 | 4.054 | 11,35 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38.981 | 10,37 | 3.656 | 17,63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 227.611 | 1,55 | 21.348 | 8,23 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6.049 | 7,98 | 567 | 15,24 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 96.121 | 0,24 | 9.015 | 6,84 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 2.079.163 | 14,90 | 195.005 | 22,46 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 40.145 | 0,48 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3.542 | 18,22 | 332 | 26,24 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 126.752 | 2,68 | 11.888 | 9,45 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132 | 12 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3.467 | 10,84 | 325 | 18,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 55.194 | 4,73 | 5.177 | 11,62 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 890 | 83 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 547.529 | 1,95 | 51.353 | 8,65 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 312.899 | 84,34 | 29.347 | 96,47 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 5.542 | 136,23 | 520 | 151,94 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6.690 | 627 |
