Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF includono Clarion Wealth Managment Partners, LLC, Integrity Alliance, Llc., 21 West Wealth Management LLC, Cascades Capital Asset Management, LLC, Hudock, Inc., Divergent Planning, LLC, InTrack Investment Management Inc, Summit Wealth Group Llc / Co, LOM Asset Management Ltd, Kraft, Davis & Associates, LLC, Cozad Asset Management Inc, Fund Evaluation Group, LLC, Joel Isaacson & Co., LLC, Johnson Investment Counsel Inc, Net Worth Advisory Group, Equita Financial Network, Inc., Engineers Gate Manager LP, Sentinus, LLC, Landaas & Co /wi /adv, e Planning Directions 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.
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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 | United Advisor Group, LLC | 26.961 | 9,79 | 2.430 | 19,30 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 311 | 0,65 | 28 | 12,00 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 4.691 | 8,44 | 423 | 17,88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12.889 | 1,70 | 1.162 | 10,47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13.602 | 0,34 | 1.226 | 8,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.195 | 39,33 | 1.640 | 51,34 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 2.364 | 213 | ||||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 86.727 | 4,25 | 7.816 | 13,28 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 22.793 | 2.054 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14.574 | 0,97 | 1.313 | 9,69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16.958 | 1,54 | 1.528 | 10,32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.423 | 6,79 | 218 | 15,96 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2.298 | 207 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3.100 | 34,78 | 279 | 46,84 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131.437 | 1.831,76 | 11.845 | 2.000,18 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 242.781 | 3,24 | 21.879 | 12,18 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.234 | 55,38 | 382 | 68,58 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.544 | 50,34 | 139 | 63,53 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 11.000 | 25,00 | 991 | 35,94 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 537 | 48 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 337.751 | 4,28 | 30.438 | 13,31 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 20.832 | 1.877 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 109.965 | 20,34 | 10 | 28,57 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 22.793 | 21,69 | 2.054 | 32,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.046.684 | 25,07 | 94.327 | 35,90 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 279 | 8,56 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 21.767 | 1,47 | 1.962 | 10,23 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5.333 | 2,36 | 481 | 11,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147.158 | 9,15 | 13.270 | 18,60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6.557 | 10,29 | 1 | |||||
| 2025-07-31 | 13F | City State Bank | 5.905 | 5,35 | 532 | 14,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.144.983 | 6,20 | 103.186 | 15,39 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6.781 | 8,22 | 611 | 17,73 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 5.348 | 6,07 | 482 | 15,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.261.478 | 4,55 | 113.684 | 13,60 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.835.873 | 5,60 | 165.449 | 14,74 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 381 | 0,53 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13.007 | 3,77 | 1.172 | 12,80 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 77.821 | 4,26 | 6.953 | 12,33 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3.444 | 30,45 | 309 | 41,28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 641.252 | 3,43 | 57.789 | 12,39 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 147 | 0,68 | 13 | 8,33 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 30.452 | 6,40 | 2.744 | 15,63 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 25.724 | 4,23 | 2.318 | 13,29 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 52.340 | 3,37 | 4.717 | 12,31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.403.056 | 1,88 | 126.443 | 10,70 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 6.221 | 561 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 42.255 | 1,14 | 3.808 | 9,87 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 16.549 | 38,88 | 1.491 | 50,91 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 9.170 | 79,49 | 826 | 95,27 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 21.786 | 1,05 | 1.963 | 9,79 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11.756 | 13,74 | 1.059 | 23,57 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 88.979 | 8,99 | 8.019 | 18,42 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 141.802 | 4,15 | 13 | 9,09 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 63.921 | 35,02 | 5.761 | 44,87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 113.708 | 0,44 | 10.247 | 9,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80.709 | 7,24 | 7.274 | 16,52 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 741 | 0,54 | 67 | 8,20 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 159 | 14 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 40.666 | 3,44 | 3.665 | 12,39 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2.811 | 233 | ||||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29.020 | 2.615 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15.991 | 1.441 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2.425 | 219 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1.302 | 0,08 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 84.831 | 2,48 | 7.645 | 11,35 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 288 | 26 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 35.004 | 1,25 | 3.155 | 10,01 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20.603 | 19,32 | 1.857 | 29,61 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2.630 | 236 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 65.536 | 5.906 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7.334 | 9,81 | 661 | 19,35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5.503 | 35,11 | 496 | 46,88 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 237.683 | 21,47 | 21.420 | 31,99 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.150 | 284 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 61.524 | 1,62 | 5.456 | 19,68 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 10.044 | 2,01 | 905 | 10,91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7.845 | 9,61 | 707 | 19,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24.413 | 104,53 | 2.200 | 121,55 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 40.905 | 6,48 | 3.686 | 15,69 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5.047 | 61,56 | 455 | 75,29 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10.718 | 2,10 | 966 | 10,92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 781 | 66,88 | 70 | 84,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.749 | 17,94 | 158 | 27,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16.779 | 360,96 | 1.512 | 402,33 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4.170 | 376 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 170.741 | 1,04 | 15.387 | 9,79 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8.743 | 0,01 | 788 | 8,55 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10.040 | 26,61 | 905 | 37,60 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 408.194 | 3,20 | 36.786 | 16,27 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 11.670 | 0,31 | 1 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6.478 | 584 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.108 | 12,52 | 641 | 22,37 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 28.896 | 2.604 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 199.129 | 3,27 | 18 | 13,33 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 116.462 | 5,96 | 10.420 | 14,30 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 73.530 | 1,47 | 6.627 | 10,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20.133 | 447,99 | 1.814 | 496,71 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2.474 | 223 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 3.350 | 18,88 | 302 | 29,18 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5.147 | 464 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 136.549 | 4,33 | 12.246 | 16,23 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 24.489 | 2.207 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 76.446 | 1,17 | 6.889 | 9,94 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3.085 | 0,19 | 278 | 9,02 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 49.610 | 8,83 | 4.471 | 18,25 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 3.857 | 348 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 13.744 | 0,20 | 1.239 | 8,88 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 26.968 | 6,62 | 2.430 | 15,88 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 50.054 | 12,53 | 4.511 | 22,26 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 39.080 | 4,28 | 3.522 | 13,29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 99 | 9 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269.425 | 0,18 | 24 | 9,09 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1.183.161 | 0,19 | 106.626 | 8,86 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 120.936 | 0,79 | 10.899 | 9,52 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 7.910 | 700 | ||||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 51.865 | 1,09 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 10.109 | 16,08 | 911 | 26,18 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 22.723 | 0,63 | 2.048 | 9,35 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 78.546 | 7,04 | 7.079 | 16,30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 565.995 | 1,96 | 51.008 | 10,79 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 35.333 | 302,56 | 3.184 | 337,96 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 144.953 | 13.063 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9.618 | 87,19 | 867 | 103,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2.739 | 1,86 | 247 | 10,31 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4.212 | 0,60 | 380 | 9,22 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3.176 | 286 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 300 | 15,83 | 27 | 28,57 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54.697 | 566,31 | 5 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 53.656 | 0,49 | 4.835 | 9,19 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 19.991 | 3,01 | 1.802 | 11,93 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2.292 | 207 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 8.942 | 16,21 | 806 | 26,18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2.651 | 0,57 | 239 | 9,17 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 514.640 | 2,96 | 46.379 | 11,87 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14.662 | 1,82 | 1.321 | 10,64 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 63.921 | 65,68 | 5.761 | 80,06 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1.316 | 0,61 | 119 | 9,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 572 | 13,94 | 52 | 24,39 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 97.755 | 3,15 | 8.810 | 12,09 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9.696 | 874 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 17.967 | 22,69 | 1.619 | 33,36 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 435 | 6,36 | 39 | 18,18 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 2.382 | 215 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17.876 | 0,57 | 1.611 | 9,29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 370.017 | 3,03 | 33.346 | 11,95 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 81.140 | 95,00 | 7.312 | 111,88 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 10.724 | 16,72 | 966 | 26,77 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 13.726 | 11,40 | 1.237 | 21,06 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27.727 | 5,33 | 2.499 | 14,43 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 8.636 | 1,03 | 778 | 9,89 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72.438 | 20,37 | 6.528 | 30,80 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 994 | 52,92 | 90 | 67,92 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7.593 | 7,02 | 684 | 16,33 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 18.149 | 6,36 | 1.636 | 15,55 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163.290 | 3,29 | 14.716 | 12,23 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 47.414 | 2,16 | 4.273 | 10,99 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 264.958 | 4,71 | 23.878 | 13,77 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 33.752 | 20.110,78 | 3.042 | 6,63 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 86.685 | 0,01 | 7.190 | 3,69 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.647 | 11,27 | 509 | 20,95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 35.396 | 1,37 | 3.190 | 10,12 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 104.910 | 1,94 | 9.454 | 10,77 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 13.030 | 55,45 | 1.174 | 68,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.821.980 | 12,19 | 434.557 | 21,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.373 | 4,10 | 304 | 13,06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3.970 | 0,08 | 358 | 8,51 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 20 | 2 | ||||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 8.923 | 1,68 | 804 | 10,59 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 7.420 | 4,21 | 1 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.772 | 0,59 | 430 | 9,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 114.925 | 9,41 | 10.039 | 15,22 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 913 | 0,22 | 82 | 9,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55.500 | 6,45 | 5.002 | 15,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45.643 | 10,08 | 3.934 | 14,43 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10.641 | 0,99 | 959 | 9,74 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 3.579 | 0,62 | 323 | 9,52 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4.393 | 0,62 | 396 | 9,12 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8.551 | 7,65 | 771 | 17,02 | ||||
| 2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 48.225 | 4,14 | 4.346 | 13,18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 696 | 0,43 | 63 | 8,77 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 834 | 0,60 | 75 | 10,29 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5.826 | 15,92 | 525 | 26,20 | ||||
| 2025-07-31 | 13F | CNB Bank | 51 | 5 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40.662 | 128,97 | 3.665 | 148,91 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 167.858 | 8,69 | 15.127 | 18,11 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 55.234 | 1,91 | 4.978 | 10,75 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 41.833 | 4,13 | 3.770 | 13,15 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 228.749 | 0,61 | 20.615 | 9,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.748.331 | 5,84 | 337.800 | 15,00 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 3.194 | 0 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 3.371 | 0,39 | 304 | 8,99 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 6.121 | 4,19 | 552 | 13,14 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 25.449 | 8,16 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 29.007 | 11,92 | 2.614 | 21,64 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 3.388 | 305 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 76 | 7 | ||||||
| 2025-09-03 | 13F | American Trust | 63.904 | 5.759 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 208 | 0,48 | 19 | 5,88 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 677 | 29,69 | 61 | 41,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 699.339 | 1,25 | 63.023 | 9,86 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 240 | 22 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 17.252 | 7,20 | 1.555 | 16,49 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 2.925 | 264 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27.602 | 0,03 | 2.488 | 8,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.090 | 44,37 | 98 | 58,06 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 125 | 0 | ||||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 137.180 | 52,12 | 12.363 | 65,29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 599 | 198,01 | 54 | 231,25 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 102.112 | 1,74 | 9.016 | 3,21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 386.816 | 15,12 | 34.860 | 25,09 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 14.739 | 0,61 | 1.328 | 9,30 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15.167 | 0,43 | 1.367 | 9,11 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.481 | 38,54 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20.993 | 223,77 | 1.892 | 252,14 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45.792 | 51,38 | 4.127 | 64,51 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2.385 | 215 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 128.635 | 14,54 | 11.590 | 24,43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 30.496 | 5,62 | 2.748 | 19,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2.639 | 0,38 | 238 | 8,72 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 35.935 | 4,07 | 3.238 | 13,10 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 19.690 | 19,30 | 1.774 | 29,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6.776 | 1 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 25.812 | 0,03 | 2.326 | 8,69 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 64.229 | 6,16 | 5.788 | 15,37 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 125 | 11 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 27.531 | 2,10 | 2.481 | 10,96 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5.224 | 471 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 23.197 | 0,08 | 2.090 | 8,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.915 | 6,21 | 353 | 19,73 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3.144 | 11,17 | 283 | 20,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 631.574 | 0,38 | 56.917 | 9,07 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2.814 | 254 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8.173 | 7,58 | 735 | 13,80 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 9.892 | 18,59 | 870 | 25,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 280.126 | 2,48 | 25.245 | 11,34 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 9.410 | 1 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 23.015 | 0,81 | 2.074 | 9,56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 55.051 | 4,40 | 4.961 | 13,45 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18.266 | 2,69 | 1.646 | 11,59 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 317.523 | 0,99 | 28.615 | 9,73 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19.894 | 0,81 | 1.793 | 9,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5.002 | 10,44 | 451 | 20,00 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 114.758 | 8,12 | 10.342 | 17,48 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2.278 | 202 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 14.281 | 10.557,46 | 1.287 | 11.600,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 2.230 | 201 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 28.120 | 4,58 | 2.534 | 13,63 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 48.225 | 4,14 | 4.349 | 13,26 | ||||
| 2025-08-14 | 13F | Fmr Llc | 15.810 | 11,17 | 1.425 | 20,78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19.191 | 20.535,48 | 1.729 | 24.600,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1.289 | 0 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7.619 | 0,08 | 687 | 8,87 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 27.843 | 2,80 | 2.509 | 15,84 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15.258 | 1,01 | 1.375 | 9,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38.621 | 199,88 | 3.481 | 225,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 271 | 24 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 78.944 | 3,28 | 7.114 | 12,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 62.723 | 6,64 | 5.653 | 15,87 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 582 | 5,82 | 52 | 15,56 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 152.675 | 1,97 | 13.759 | 10,38 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2.460 | 3,40 | 222 | 12,18 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 44.494 | 0,10 | 4.010 | 8,76 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 55.874 | 0,56 | 5.035 | 9,27 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4.139 | 11,71 | 373 | 21,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.519 | 18,42 | 407 | 28,80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 201.364 | 7,07 | 18.147 | 16,35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 166.858 | 94,46 | 15.038 | 111,31 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39.017 | 4,61 | 3.516 | 13,68 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 18.662 | 0,12 | 1.682 | 8,80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9.441 | 851 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 35.835 | 8,91 | 3.229 | 18,37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 37.188 | 0,26 | 3.351 | 8,94 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 8.776 | 0,19 | 791 | 8,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 182.097 | 4,75 | 16.411 | 13,82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21.964 | 0,35 | 1.993 | 4,95 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29.937 | 0,21 | 2.698 | 8,88 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 92.591 | 8.344 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 22.056 | 20,38 | 1.988 | 35,63 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 32.498 | 0,33 | 2.929 | 9,01 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3.268 | 295 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 964.679 | 30,44 | 86.956 | 41,23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91.349 | 45,19 | 8 | 60,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9.364 | 33,07 | 844 | 44,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.659 | 61,07 | 150 | 75,29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 83.059 | 13,69 | 7.485 | 23,54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2.275 | 242,11 | 205 | 272,73 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 23.387 | 4,62 | 2.108 | 13,65 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 2.424 | 201 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 4.297 | 0,51 | 387 | 9,32 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 8.027 | 49,37 | 723 | 62,47 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 42.268 | 3.791 | ||||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 289.482 | 2,55 | 26.088 | 11,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6.258 | 42,84 | 564 | 55,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 303.781 | 14,85 | 27.377 | 24,79 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7.783 | 0,82 | 701 | 9,53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2.763 | 249 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 34.876 | 4,67 | 3.143 | 13,75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 33.332 | 13,25 | 3.004 | 23,07 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 114.185 | 10,83 | 10.290 | 20,42 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 586 | 72,35 | 53 | 85,71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 21.871 | 1,58 | 1.971 | 8,30 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 171 | 0,59 | 15 | 7,14 |
