Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core 80/20 Aggressive Allocation ETF meliputi Boyer & Corporon Wealth Management, LLC, Duncan Williams Asset Management, LLC, Kickstand Ventures, Llc., Congress Wealth Management LLC / DE /, ERNZ - TrueShares Active Yield ETF, Vista Wealth Management Group, LLC, Atomi Financial Group, Inc., tru Independence LLC, Valpey Financial Services, LLC, Fca Corp /tx, Vested Financial Planning, LLC, Twelve Points Wealth Management LLC, Chemistry Wealth Management LLC, Johnson Bixby & Associates, LLC, Arkansas Financial Group, Inc., Swmg, Llc, Running Point Capital Advisors, LLC, GPS Wealth Strategies Group, LLC, BRYN MAWR TRUST Co, dan Glenmede Trust Co Na .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 8,343 | 1.61 | 696 | 10.67 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 5,927 | 20.66 | 494 | 31.73 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 4,204 | 20.53 | 351 | 31.58 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16,429 | 4.63 | 1,370 | 14.07 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13,571 | 3.94 | 1,132 | 13.33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19,722 | 0.05 | 1,645 | 9.09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,748 | 6.47 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 476,798 | 58,402.82 | 40 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 6,170 | 7.19 | 515 | 16.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66,168 | 3.05 | 5,518 | 12.34 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 153 | 5.52 | 13 | 9.09 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 2,763 | 230 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27,967 | 0.21 | 2,332 | 9.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,145 | 1.53 | 846 | 10.73 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 44,305 | 3.71 | 3,695 | 13.07 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 34,129 | 1.02 | 2,846 | 10.14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,972 | 37.26 | 998 | 49.63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,000 | 3.52 | 834 | 13.01 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,994 | 250 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7,254 | 19.33 | 605 | 29.89 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4,269 | 8.96 | 356 | 19.06 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,701 | 475 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 2,374 | 0.25 | 198 | 8.84 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 12 | 1 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 13,047 | 241.28 | 1,088 | 272.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4,738 | 14.61 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11,001 | 17.86 | 887 | 28.92 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6,620 | 28.72 | 559 | 45.95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9,323 | 5.70 | 778 | 15.28 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21,274 | 30.43 | 1,774 | 42.26 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,180 | 0.34 | 98 | 10.11 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 853 | 2.52 | 71 | 12.70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,908 | 0.96 | 326 | 9.80 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19,522 | 73.68 | 1,628 | 89.52 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3,966 | 18.28 | 331 | 28.91 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 5,154 | 17.78 | 430 | 28.44 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 11,411 | 6.64 | 952 | 16.26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,397 | 283 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 3,129 | 1.96 | 261 | 11.11 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41,538 | 1.89 | 3,464 | 11.10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5,572 | 30.43 | 465 | 42.33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,911 | 4.35 | 576 | 13.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,580 | 45.09 | 800 | 58.22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,454 | 4.75 | 371 | 14.15 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 41,206 | 4.07 | 3,437 | 13.47 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6,192 | 2.13 | 474 | -0.42 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 136,981 | 6.61 | 11,424 | 16.23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,306 | 0.30 | 276 | 9.13 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 2,250 | 188 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 9,297 | 775 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,147 | 443.60 | 96 | 493.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 131,901 | 15.72 | 11,000 | 26.16 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,088 | 41.49 | 424 | 54.18 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9,689 | 0.31 | 808 | 9.49 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 1 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 25,682 | 4.60 | 2,142 | 14.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 172,088 | 7.51 | 14,352 | 17.21 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2,407 | 201 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12,688 | 81.83 | 1,058 | 98.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,299 | 39.86 | 1,109 | 52.54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,079 | 1.05 | 424 | 10.16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 233 | 23.28 | 19 | 35.71 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,618 | 218 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 76,677 | 7.99 | 6,395 | 17.73 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 13,074 | 1.67 | 1,090 | 10.89 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,166 | 56.50 | 1 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 9,297 | 775 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,704 | 13.90 | 316 | 26.51 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 44,925 | 2.59 | 3,747 | 11.82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,453 | 12.97 | 1,205 | 23.21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 9.09 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33 | 3.12 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3,643 | 0.30 | 304 | 9.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,337 | 946 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,148 | 49.10 | 596 | 62.84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,802 | 2.52 | 734 | 11.89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 2,417 | 0.33 | 202 | 9.24 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 29,665 | 0.90 | 2,474 | 10.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,103 | 259 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29,585 | 5.51 | 2,467 | 15.07 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 10,931 | 1.61 | 912 | 10.83 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 4,382 | 335 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24,510 | 221.40 | 2,044 | 249.40 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,410 | 3.22 | 868 | 12.58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,018 | 85 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 225 | 0 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2,060 | 300.00 | 172 | 338.46 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14,096 | 0.27 | 1,176 | 9.30 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 36,349 | 21.97 | 3,032 | 33.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,391 | 201 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 83,109 | 5.90 | 6,931 | 15.46 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7,887 | 10.60 | 658 | 23.45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8,195 | 1.06 | 683 | 13.64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49,615 | 9.63 | 4,138 | 19.50 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 24,330 | 1.35 | 2,029 | 10.51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,550 | 4.65 | 379 | 14.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27,467 | 14.08 | 2,291 | 24.32 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3,476 | 2.36 | 290 | 11.58 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 13,584 | 14.11 | 1,133 | 24.40 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 3,160 | 5.33 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,059 | 4.75 | 88 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,256 | 7.28 | 272 | 16.81 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 406 | 34 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 612 | 84.89 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17,640 | 10.68 | 1,471 | 20.67 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 16,525 | 9.86 | 1,378 | 19.83 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 2,507 | 209 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,150 | 0.18 | 430 | 9.16 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 146,993 | 34.33 | 12,259 | 46.45 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6,591 | 21.78 | 550 | 32.61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 113,741 | 30.45 | 9,486 | 42.22 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,067 | 255 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15,853 | 5.95 | 1,325 | 18.52 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 106 | 0.95 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,332 | 10.59 | 778 | 20.62 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2,925 | 244 | ||||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 6,100 | 0.64 | 509 | 9.72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28,318 | 253.14 | 2,362 | 285.15 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9,712 | 0.06 | 810 | 9.03 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,362 | 5.00 | 531 | 14.47 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24,989 | 0.10 | 2,084 | 9.17 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 6,307 | 64.63 | 526 | 79.52 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2,385 | 4.24 | 199 | 13.14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,567 | 68.19 | 1,215 | 83.38 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 2,441 | 202 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,636 | 82.30 | 219 | 98.18 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,220 | 4.17 | 602 | 13.58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5,762 | 0.47 | 481 | 9.59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,833 | 28.14 | 486 | 39.66 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 22,499 | 1.74 | 1,876 | 10.94 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,408 | 0.35 | 701 | 9.36 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 9,885 | 3.30 | 824 | 12.57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 | 2 | ||||||
| 2025-08-08 | 13F | Creative Planning | 18,798 | 39.14 | 1,568 | 51.69 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 16,475 | 5.58 | 1,260 | 5.44 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 7,613 | 3.10 | 634 | 13.21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 147,980 | 2.47 | 12,342 | 11.71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,066 | 24.46 | 2,090 | 35.71 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 8,429 | 3.75 | 703 | 13.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,852 | 14.38 | 1,489 | 24.73 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 28,969 | 4.11 | 2,416 | 13.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,517 | 38.55 | 4,880 | 51.08 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,967 | 0.28 | 414 | 9.52 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,356 | 6.57 | 284 | 17.92 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 4,937 | 4.35 | 411 | 13.22 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 2.17 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 7 | 1 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2,467 | 206 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 2,796 | 233 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,175 | 1.01 | 765 | 10.23 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,685 | 224 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 30,025 | 8.51 | 2,504 | 18.34 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6,384 | 11.53 | 532 | 21.74 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,991 | 0.30 | 249 | 9.21 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,472 | 206 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,015 | 1.31 | 251 | 10.57 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3,008 | 1.72 | 251 | 17.37 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,315 | 276 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 7,151 | 16.98 | 596 | 27.62 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4,378 | 28.27 | 365 | 39.85 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16,405 | 1.77 | 1,368 | 10.95 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 15,862 | 189.40 | 1,323 | 215.51 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13,516 | 38.36 | 1,127 | 50.87 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 79 | 6 | ||||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 25,246 | 12.41 | 2,105 | 22.38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,069 | 11.21 | 339 | 21.51 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 64,657 | 2.01 | 5,392 | 11.22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 35,091 | 3.50 | 2,968 | 14.91 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 752 | 0.67 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,887 | 2.16 | 241 | 11.11 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 111 | 0.91 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 2,398 | 200 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 71,266 | 2.90 | 5,944 | 12.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,385 | 269.92 | 2,034 | 303.37 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8,602 | 2.37 | 717 | 11.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47,011 | 17.33 | 3,921 | 27.90 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 19,631 | 1.93 | 1,637 | 11.13 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 3,959 | 20.08 | 330 | 30.95 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,327 | 32.16 | 361 | 44.00 | ||||
| 2025-08-13 | 13F | ESG Planning | 5,105 | 49.66 | 426 | 63.46 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 24,582 | 2.59 | 2,050 | 11.84 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,321 | 80.71 | 110 | 100.00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,443 | 263 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12,031 | 30.26 | 1,003 | 42.07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,180 | 0.60 | 265 | 9.96 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,880 | 6.39 | 407 | 16.00 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2,479 | 207 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,470 | 3.57 | 1,207 | 12.92 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 10,350 | 863 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 33,370 | 0.31 | 2,783 | 9.39 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,769 | 3.63 | 148 | 13.08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34,158 | 0.15 | 2,849 | 9.16 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 302 | 43.13 | 25 | 56.25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 658 | 55 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5,358 | 0.15 | 447 | 9.05 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3,037 | 14.17 | 253 | 24.63 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3,483 | 4.72 | 291 | 14.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11,116 | 32.98 | 927 | 45.07 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 2,755 | 228 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 22,181 | 1.77 | 1,850 | 10.92 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 85,197 | 4.03 | 7,105 | 13.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111,665 | 18.49 | 9 | 28.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,652 | 888 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,928 | 416 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530,852 | 1.10 | 44,273 | 10.22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,852 | 31.65 | 905 | 43.65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 49,136 | 76.03 | 4,098 | 91.90 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 10,184 | 21.14 | 849 | 32.04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6,100 | 96.77 | 509 | 114.35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 287 | 0.35 | 24 | 9.52 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 59,661 | 12.60 | 4,976 | 22.75 |
