Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core 60/40 Balanced Allocation ETF meliputi BluePointe Capital Management, LLC, Hanover Advisors Inc, Westside Investment Management, Inc., Valpey Financial Services, LLC, XML Financial, LLC, Diversify Advisory Services, LLC, Maia Wealth LLC, Atomi Financial Group, Inc., Citizens Financial Group Inc/ri, ABLE Financial Group, LLC, Garrett Investment Advisors LLC, Patten & Patten Inc/tn, Pacific Sage Partners, LLC, ERNZ - TrueShares Active Yield ETF, BRYN MAWR TRUST Co, AlphaCore Capital LLC, Crewe Advisors LLC, dan Briaud Financial Planning, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,143 | 70 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 33,568 | 14.15 | 2,067 | 22.10 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 15,091 | 7.28 | 929 | 14.83 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,210 | 444 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2,983 | 0.37 | 184 | 7.02 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 761 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,399 | 7.88 | 640 | 15.52 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 18 | 500.00 | 1 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6,400 | 1.01 | 394 | 8.24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,799 | 2.24 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 789 | 0.38 | 49 | 6.67 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 13,509 | 118.49 | 832 | 134.08 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3,449 | 2.34 | 212 | 9.28 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 98,905 | 6,090 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5,545 | 0.25 | 341 | 7.23 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 6,405 | 0.74 | 394 | 7.65 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 11,748 | 13.14 | 723 | 21.11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 52,406 | 5.97 | 3,227 | 13.31 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24,331 | 8.93 | 1,498 | 16.58 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 15,455 | 27.71 | 952 | 36.64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28,137 | 639.67 | 1,732 | 694.50 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 283,024 | 15.08 | 17,426 | 23.08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14,484 | 8.28 | 892 | 15.71 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3,993 | 5.22 | 0 | |||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 19,616 | 1.20 | 1,208 | 8.25 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 288,432 | 10.17 | 17,759 | 17.83 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 23,397 | 0.46 | 1,441 | 7.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,025 | 0.45 | 248 | 7.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 28,742 | 8.84 | 1,768 | 16.32 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 6,058 | 1.87 | 373 | 11.34 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 90,200 | 0.90 | 5,554 | 7.91 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 52,989 | 10.74 | 3,263 | 18.45 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,376 | 1,439 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,029 | 2.50 | 371 | 9.76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,914 | 303 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 3,701 | 0.16 | 228 | 7.08 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,733 | 32.93 | 415 | 42.27 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,342 | 73.61 | 83 | 86.36 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,071 | 497 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11,726 | 7.85 | 722 | 15.36 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23,456 | 12.79 | 1,444 | 20.63 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27,287 | 448.92 | 1,680 | 487.41 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11,446 | 59.42 | 705 | 70.46 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 212,686 | 25.37 | 13,095 | 34.09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,518 | 700.87 | 340 | 769.23 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7,387 | 63.25 | 455 | 74.62 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 4,650 | 8.01 | 286 | 15.79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,261 | 65.58 | 568 | 76.64 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 20,996 | 60.20 | 1,293 | 71.35 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6,218 | 383 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10,363 | 1.29 | 638 | 8.50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,284 | 202 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,620 | 654 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 957 | 0.10 | 59 | 5.45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59,092 | 947.54 | 3,638 | 1,022.84 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 18,078 | 1,123 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,169 | 385 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,140 | 14.32 | 132 | 22.43 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 4,843 | 2.52 | 298 | 9.96 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,055 | 3.78 | 434 | 11.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,360 | 63.86 | 84 | 76.60 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 8,900 | 1.10 | 548 | 8.96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 206,371 | 9.04 | 12,706 | 16.61 | ||||
| 2025-08-08 | 13F | Creative Planning | 44,263 | 46.17 | 2,725 | 56.34 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 86,021 | 6.81 | 5,296 | 14.24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38,932 | 84.81 | 2,397 | 97.77 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 23,190 | 0.62 | 1,428 | 16.11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18,320 | 4.89 | 1,128 | 12.14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,460 | 6.00 | 644 | 13.18 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 676 | 0.60 | 42 | 7.89 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13,848 | 853 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 367,598 | 23.65 | 452 | 20.21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,555 | 3.72 | 433 | 3.34 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,357 | 22.49 | 268 | 31.37 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 6,117 | 2.36 | 376 | 11.90 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4,004 | 247 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 71,787 | 0.52 | 4,420 | 7.49 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34,918 | 0.47 | 2,150 | 7.45 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6,568 | 404 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,885 | 2.55 | 424 | 9.59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12,410 | 0.85 | 764 | 7.91 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7,509 | 1.54 | 462 | 8.71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 401,196 | 4.52 | 24,702 | 11.78 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 18,113 | 0.25 | 1,115 | 7.21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 98,865 | 2.01 | 6,087 | 9.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 28,754 | 8.60 | 1,770 | 16.14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3,667 | 225 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 11,420 | 482.36 | 703 | 527.68 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 590 | 0.51 | 36 | 9.09 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 10,145 | 9.03 | 625 | 16.64 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 2,960 | 18.26 | 182 | 26.39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,182 | 438.22 | 257 | 484.09 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 63,798 | 12.43 | 3,928 | 20.27 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11,610 | 0.80 | 715 | 7.84 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 73 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,523 | 2,433 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 19,862 | 37.61 | 1,223 | 47.23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33,301 | 2.82 | 2,050 | 9.98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23,124 | 26.77 | 1,424 | 35.52 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 24,821 | 0.16 | 1,528 | 7.15 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,247 | 3.54 | 508 | 15.75 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,212 | 144.62 | 1,491 | 161.86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,285 | 90.52 | 325 | 104.40 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11,998 | 2.37 | 739 | 9.50 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 4,255 | 262 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,599 | 15.36 | 591 | 23.38 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4,613 | 6.02 | 284 | 13.60 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 84,813 | 2.54 | 5,222 | 9.66 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 350 | 22 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7,945 | 4.68 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 504,316 | 26.80 | 31,051 | 35.61 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,682 | 0.32 | 288 | 7.46 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9,888 | 0.77 | 609 | 7.80 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 299,617 | 1.67 | 18,447 | 8.73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,856 | 213.26 | 792 | 236.60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19,991 | 13.58 | 1,231 | 21.42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,628 | 63.22 | 716 | 74.39 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 337 | 43.40 | 21 | 53.85 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 22,555 | 1,298 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5,683 | 350 | ||||||
| 2025-07-28 | 13F | Ckw Financial Group | 1,379 | 1.40 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 717,742 | 5.78 | 44,191 | 13.12 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,950 | 5.38 | 674 | 12.71 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 7,538 | 15.30 | 464 | 24.06 | ||||
| 2025-08-13 | 13F | ESG Planning | 5,349 | 31.07 | 329 | 40.60 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 9,677 | 4.28 | 596 | 11.42 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 57,258 | 0.38 | 3,525 | 7.37 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21,572 | 9.83 | 1,328 | 17.52 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 88,900 | 16.54 | 5,474 | 24.64 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 11,516 | 33.32 | 709 | 42.66 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 27,544 | 11.95 | 1,696 | 19.70 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 16,834 | 51.86 | 1,036 | 62.38 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 47 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,430 | 8.06 | 334 | 15.57 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 39,246 | 15.57 | 2,416 | 23.64 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 474 | 0.42 | 22 | 5.00 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,452 | 274 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 117,249 | 1.33 | 7,219 | 8.38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 19,465 | 2.61 | 1,198 | 9.71 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 681 | 0.15 | 42 | 5.13 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4,560 | 12.54 | 281 | 20.17 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30,307 | 177.66 | 1,866 | 197.13 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 133 | 0.76 | 8 | 14.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,861 | 115 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,834 | 0.32 | 174 | 7.41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,791,263 | 3.42 | 110,288 | 10.60 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 93,240 | 9.17 | 5,741 | 16.76 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,476 | 4.82 | 1,507 | 12.05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,418 | 44.54 | 457 | 54.58 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 381,062 | 23,462 | ||||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 9,418 | 0.45 | 580 | 7.42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14,472 | 56.39 | 891 | 67.48 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 4,378 | 9.42 | 270 | 16.96 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 3,686 | 0.85 | 227 | 7.62 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5,754 | 354 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 3,851 | 237 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,566 | 56.17 | 12,901 | 66.97 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,215 | 0.16 | 75 | 7.25 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 10,821 | 0.51 | 660 | 11.32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90,236 | 29.62 | 5,556 | 38.63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75,844 | 10.85 | 4,670 | 18.56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 136,723 | 0.76 | 8,418 | 7.77 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8,099 | 16.78 | 499 | 24.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 128 | 8 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,072 | 0.47 | 66 | 8.20 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7,260 | 8.08 | 447 | 18.25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45,167 | 27.06 | 2,781 | 35.87 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 72,206 | 0.30 | 4,446 | 7.26 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 63,676 | 18.11 | 3,921 | 26.33 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,150 | 3.89 | 379 | 11.18 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12,499 | 3.06 | 770 | 10.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87,298 | 0.53 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 42,885 | 8.95 | 2,641 | 16.50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33,702 | 23.68 | 2,075 | 32.33 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2,179 | 125 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 16,688 | 3.79 | 1,027 | 11.03 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 52,000 | 47.75 | 3,202 | 58.00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 7,599 | 18.49 | 468 | 26.56 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,139 | 255 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 950 | 58 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16,453 | 4.02 | 1,013 | 11.32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24,872 | 1.88 | 1,544 | 10.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,445 | 0.04 | 151 | 7.14 |
