Mga Batayang Estadistika
| Pemilik Institusional | 189 total, 189 long only, 0 short only, 0 long/short - change of 21.66% MRQ |
| Alokasi Portofolio Rata-rata | 0.2603 % - change of -8.54% MRQ |
| Saham Institusional (Jangka Panjang) | 7,251,395 (ex 13D/G) - change of 3.73MM shares 105.71% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 577,274 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (US:VTES) memiliki 189 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 7,251,395 saham. Pemegang saham terbesar meliputi Laurel Wealth Advisors LLC, Mercer Global Advisors Inc /adv, Wescott Financial Advisory Group, LLC, CI Private Wealth, LLC, Gleason Group, Inc., Karpus Management, Inc., Bank Of America Corp /de/, Seeds Investor Llc, Beaird Harris Wealth Management, LLC, and Cetera Investment Advisers .
Struktur kepemilikan institusional Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (ARCA:VTES) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 101.81 / share. Previously, on September 9, 2024, the share price was 101.22 / share. This represents an increase of 0.58% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19,920 | -2.58 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,385,053 | 10,377.74 | 14 | -99.02 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 42,860 | -5.81 | 4,326 | -5.42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,688 | 40.67 | 170 | 41.67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,513 | 15.98 | 355 | 17.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,177 | 34.26 | 522 | 34.88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9,292 | 0.00 | 938 | 0.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,116 | 1,122 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 29,200 | 80.25 | 2,947 | 81.02 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 15,376 | 1,552 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 2,203 | 0.00 | 222 | 0.45 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1,990 | 201 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3,503 | 0.00 | 354 | 0.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 77 | -90.68 | 8 | -91.57 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,922 | -19.95 | 295 | -19.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30,371 | 39.67 | 3,065 | 40.27 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,499 | -3.89 | 453 | -3.62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 405 | 0.00 | 41 | 0.00 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 10,664 | -1.43 | 1,076 | -1.01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 82,238 | 13.87 | 8,300 | 14.34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33,311 | 819.94 | 3,362 | 826.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75,848 | 52.14 | 7,655 | 52.79 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 4,990 | 504 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,754 | 0.70 | 480 | 1.05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,168 | 121.87 | 1,329 | 122.99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28,272 | 33.50 | 2,854 | 34.07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,089 | 0.46 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 23,587 | -30.97 | 2,381 | -30.69 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 6,990 | -7.78 | 705 | -7.36 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,130 | 316 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35,593 | -1.36 | 3,592 | -0.94 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 700 | 0.00 | 71 | 0.00 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 9,250 | 934 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 29,326 | 3.17 | 2,960 | 3.61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 14,376 | 0.00 | 1,451 | 0.42 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2,292 | 0.00 | 231 | 0.43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 20,508 | 2.57 | 2,070 | 2.99 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8,665 | 196.75 | 875 | 198.63 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2,681 | 271 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3,044 | 0 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5,807 | 586 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 360 | 82.74 | 36 | 89.47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13,299 | 243.38 | 1,342 | 244.99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,735 | -10.12 | 276 | -9.84 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,483 | 352 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3,093 | 22.25 | 312 | 22.83 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4,168 | 421 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2,450 | 0.00 | 247 | 0.41 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3,496 | -4.82 | 353 | -4.61 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9,340 | 943 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,447 | 0.00 | 348 | 0.29 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 165,459 | 30.34 | 16,700 | 30.88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6,602 | -5.85 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 100,144 | -3.32 | 10,095 | -3.04 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9,682 | 977 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 4,456 | 0.00 | 450 | 0.45 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 5,550 | 0.00 | 560 | 0.54 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7,506 | -6.33 | 758 | -5.96 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 2,133 | 215 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,680 | -52.41 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6,292 | 1.65 | 635 | 2.09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2,892 | -53.88 | 292 | -53.81 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 15,548 | -83.57 | 2 | -88.89 | ||||
| 2025-05-13 | 13F | Watchman Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,968 | 42.19 | 501 | 42.74 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 122 | 0.00 | 12 | 0.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,544 | 0.72 | 156 | 0.65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,298 | 549.00 | 131 | 589.47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 40,491 | 69.94 | 4,087 | 70.68 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,450 | 247 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 932 | 120.33 | 94 | 123.81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,542 | 458 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,497 | 599.40 | 353 | 604.00 | ||||
| 2025-08-05 | 13F | Burney Co/ | 14,843 | 457.59 | 1,498 | 461.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,705 | 0.37 | 273 | 1.87 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 821 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,200 | 424 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 255 | 0.79 | 26 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,929 | 12.58 | 2,516 | 13.08 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 11,897 | -9.79 | 1,201 | -9.43 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5,034 | 0.48 | 508 | 0.99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 101 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65,350 | 26.20 | 6,596 | 26.73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26,763 | -5.79 | 2,701 | -5.39 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2,035 | 205 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2,001 | 202 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 24,905 | 0.35 | 2,514 | 0.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34,968 | -1.37 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,404 | 133.33 | 1,252 | 134.27 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3,920 | -52.02 | 396 | -51.89 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 51,100 | 5,158 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18,509 | 1,868 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,477 | 19.04 | 452 | 19.31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 13,940 | 1,407 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8,957 | -38.75 | 904 | -38.46 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 16,400 | 0.00 | 1,655 | 0.42 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,805 | 283 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 20,649 | -28.72 | 2,084 | -28.41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 500 | 0.00 | 50 | 0.00 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13,422 | -1.12 | 1,355 | -0.73 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2,132 | 216 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3,592 | 7.42 | 363 | 7.74 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 5,357 | 0.00 | 541 | 0.37 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20,540 | 2,073 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 76,470 | -5.32 | 7,718 | -4.93 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 6,797 | 0.00 | 688 | 1.18 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 23,948 | 806.09 | 2,417 | 812.08 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7,280 | 28.51 | 735 | 29.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 38,438 | 16.72 | 3,880 | 17.23 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2,250 | 0 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 68,439 | -0.53 | 6,944 | 0.49 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,598 | 3.28 | 464 | 3.80 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8,130 | 821 | ||||||
| 2025-07-16 | 13F | American National Bank | 220 | 161.90 | 22 | 175.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 220,608 | 37.65 | 22,266 | 38.21 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 26,131 | 3.80 | 2,633 | 4.07 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2,925 | 295 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 557 | 0.00 | 56 | 1.82 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 5,079 | 513 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,194 | 1.11 | 221 | 1.38 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 637,076 | -1.58 | 64,300 | -1.17 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12,075 | 397.94 | 1,219 | 401.23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,726 | -3.54 | 275 | -3.17 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14,264 | -44.23 | 1,448 | 72,250.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14,900 | 52.04 | 1,504 | 52.74 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13,705 | 11.70 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103,246 | 48.10 | 10,421 | 48.73 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 33,925 | 38.93 | 3,424 | 39.53 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 11,494 | 12.50 | 1,160 | 13.06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 299 | 0.00 | 30 | 0.00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 26,715 | 10.71 | 2,696 | 11.18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90,085 | 126.87 | 9,092 | 127.87 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,490 | 0.00 | 251 | 0.40 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 105,511 | -8.64 | 10,649 | -8.25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 26,042 | 545.88 | 2,628 | 548.89 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 2,240 | 226 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2,249 | 227 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 4,903 | 0.57 | 495 | 1.02 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2,750 | 278 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 7,800 | 62.50 | 787 | 63.28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21,743 | 4,231.27 | 2,195 | 4,288.00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 31,015 | 3,130 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3,400 | -2.86 | 343 | -2.28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,377 | 54.23 | 946 | 54.83 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4,959 | 14.26 | 501 | 14.68 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 79,841 | 4.17 | 8,058 | 4.61 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 13,350 | 3.02 | 1,347 | 3.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 43,337 | 2,323.77 | 4,374 | 2,330.00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4,780 | 482 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,335 | -1.84 | 135 | -1.47 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 17,380 | -17.75 | 1,754 | -17.38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,270 | 630 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 941 | 0.00 | 95 | 1.08 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 11,984 | 0.00 | 1,205 | 0.25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 670 | -5.90 | 68 | -5.63 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 44,419 | 7.54 | 4,483 | 8.00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 305,954 | 544.55 | 30,880 | 547.22 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 16,576 | -8.50 | 1,673 | -8.08 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6,807 | 687 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 7,934 | 0.00 | 801 | 0.38 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 33,726 | -15.06 | 3,404 | -14.73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 324,142 | 78.83 | 32,716 | 79.58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 500 | 50 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,757 | -1.70 | 1,086 | -1.27 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,190 | 18.06 | 726 | 18.46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,336 | 337 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | |||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,080 | -24.96 | 210 | -24.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2,689 | 271 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 232,100 | 1,057.61 | 23,426 | 1,062.53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,520 | -20.35 | 1,465 | -20.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2,702 | 273 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,755 | 126.45 | 2,195 | 127.93 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,759 | 0.00 | 278 | 0.36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11,014 | 1,112 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12,273 | 1,239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,107 | 192.50 | 1 | |||||
| 2025-07-09 | 13F | Berkshire Bank | 25,101 | 41.87 | 2,533 | 42.46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6,564 | 24.18 | 662 | 24.67 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2,117 | 214 | ||||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 5,715 | 0.00 | 577 | 0.35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,262,847 | 3,727.27 | 127,459 | 3,743.76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 3,173 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 29,572 | -27.64 | 3 | -50.00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 21,781 | 81.87 | 2,198 | 82.71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,995 | 504 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,415 | 345 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6,958 | -0.47 | 702 | 0.00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 38,831 | -7.80 | 3,919 | -7.42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 33,163 | 401.41 | 3,347 | 404.07 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28,302 | 112.49 | 2,857 | 113.45 |
