Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF meliputi Envestnet Asset Management Inc, Cwm, Llc, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Mml Investors Services, Llc, Resources Investment Advisors, LLC., Parcion Private Wealth LLC, Bank of New York Mellon Corp, Foundations Investment Advisors, LLC, Cetera Investment Advisers, Janney Montgomery Scott LLC, JB Capital LLC, Advocacy Wealth Management Services, LLC, Merit Financial Group, LLC, Commonwealth Equity Services, Llc, United Capital Financial Advisers, Llc, Stifel Financial Corp, Ascent Group, LLC, Austin Private Wealth, LLC, dan AE Wealth Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20,710 | 597 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 71,624 | 2,066 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 100,485 | 2,899 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 47,556 | 1,372 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44,438 | 1,437 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9,032 | 261 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 17,915 | 559 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4,700 | 104.35 | 136 | 170.00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 59,582 | 1,719 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56,239 | 2 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,069 | 204 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 19,254 | 600 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 711 | 65.73 | 21 | 122.22 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 38,112 | 1,100 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 130,002 | 3,751 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 991,219 | 28,597 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81,012 | 2,337 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 162,181 | 4,679 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,896 | 199 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 56,010 | 1,616 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 235,893 | 6,806 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,827,247 | 52,716 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 7,409 | 235 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 112,559 | 3,247 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18,398 | 531 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24,531 | 708 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 204,761 | 5,907 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 697,617 | 20,126 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,284 | 210 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8,965 | 259 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 124,374 | 3,588 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 8,754 | 253 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 16,000 | 462 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,576 | 103 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 992,904 | 2.11 | 29 | 33.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 275,467 | 7,947 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7,173 | 207 | ||||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 17,868 | 515 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 85,978 | 2,480 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 43,452 | 1,254 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 887 | 26 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 558,486 | 16,112 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 134,866 | 4.44 | 3,891 | 37.65 | ||||
| 2025-08-11 | 13F | Eq Llc | 167,032 | 4,819 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 135,633 | 25,017.22 | 3,913 | 35,463.64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 92,558 | 2,670 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 15,542 | 448 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 69,869 | 2,016 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 16,000 | 462 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12,053 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,928 | 546 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 512 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210,352 | 6 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12,178 | 351 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114,539 | 3,304 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 69,301 | 1,999 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 82,590 | 2,383 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7,587 | 0 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 21,439 | 622 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,974 | 197 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 96,102 | 3,000 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,320 | 442 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7,547 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831,760 | 24 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 218,348 | 6,299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10,104 | 292 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,486 | 43 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,403 | 34.82 | 1,858 | 77.80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 160.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31,794 | 823 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19,113 | 551 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 895 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,121 | 119 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23,250 | 671 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 16,793 | 484 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7,577 | 214 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18,906 | 545 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,368 | 530 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,974 | 345 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142,197 | 4,102 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 198,976 | 5,740 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2,086 | 60 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 12,000 | 346 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 375,310 | 10,828 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 199,923 | 5,768 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 87,822 | 2,688 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,115 | 753 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 138,429 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,187 | 2,083 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7,073 | 204 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,797 | 485 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 120,799 | 3,485 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2,634,012 | 76 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8,465 | 244 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 344,995 | 9,953 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 10,645 | 306 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 20,174 | 1 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,317 | 211 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 24,304 | 759 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,306 | 730 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 46,523 | 1,342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7,038 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,637 | 307 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23,769 | 686 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 81,412 | 2,349 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 55,763 | 1,609 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78,571 | 34,061.30 | 2,267 | 45,240.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 34,152 | 985 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 225,104 | 6,494 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 75,471 | 2,177 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 15,888 | 458 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 17,445 | 503 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,987 | 202 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219,035 | 4,253.71 | 6,319 | 5,643.64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 | 1 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 15,980 | 19.43 | 461 | 57.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 577,916 | 17 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 8,250 | 238 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 21,507 | 620 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,359 | 732 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92,506 | 2,669 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 268,193 | 7,737 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 158,555 | 4,574 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 363 | 0 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,575 | 190 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7,368 | 213 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 54,253 | 1,565 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33,416 | 964 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13,468 | 389 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 55,152 | 1,591 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 83,379 | 2,405 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7,368 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,972 | 288 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38,174 | 1,101 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 470,053 | 13,561 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 459,952 | 13,270 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 142 | 4 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,147 | 350 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 184,211 | 5,314 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48,807 | 1,408 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 11,092 | 320 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 152,348 | 4,395 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 78,546 | 2,266 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 216,193 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7,097 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21,973,766 | 633,943 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 84,494 | 2,633 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,480 | 822 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 55,936 | 1,614 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 20,933 | 604 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 149,931 | 4,526 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,022,658 | 335,197.70 | 29,504 | 491,616.67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,479 | 591 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180 | 5 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 7,851 | 227 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 257 | 8 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 107,032 | 3,088 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86,550 | 87 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,746,655 | 50 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 215,020 | 6,203 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 56,407 | 1,627 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 182,257 | 5,258 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,938,293 | 3,613,012.84 | 113,620 | 5,680,850.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207 | 6 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160,000 | 4,616 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 50 | 1 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 108,786 | 3,138 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 133,092 | 3,840 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 210 | 536.36 | 6 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,673 | 280 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 130,833 | 3,775 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9,836 | 284 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 38,195 | 1,102 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 6,940 | 200 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,647 | 307 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 8,212 | 237 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 88,786 | 2,561 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,804 | 1,148 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 41,400 | 1,194 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,200 | 237 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,568 | 2,151 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 107 | 3 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 121,771 | 3,513 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 82,084 | 2,368 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 261,510 | 7,545 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 6,947 | 200 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 70,363 | 2,030 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 89,622 | 2,586 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 391,384 | 11,291 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,361 | 212 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7,512 | 217 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 28,012 | 808 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7,095 | 205 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 60,443 | 1,744 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 31,299 | 903 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 16,801 | 485 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 34,494 | 995 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78,136 | 2,254 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 111,948 | 3,230 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15,809 | 456 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 72,786 | 2,100 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 924,155 | 26,662 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,084 | 753 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,644 | 278 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 7,194 | 208 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,401 | 127 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 900 | 26 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 74,676 | 2,154 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60,182 | 1,738 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,165 | 21,550.00 | 62 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,609 | 393 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 173,657 | 5,010 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1,063,208 | 30,674 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 54,052 | 1,559 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49,519 | 1,429 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,316 | 67 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 39,634 | 1,143 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,954 | 720 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 827 | 0 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9,013 | 260 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29,340 | 828 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141,420 | 4,080 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11,391 | 329 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 22,633 | 653 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 790,720 | 22,812 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 13,292 | 383 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 66,507 | 1,919 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,918 | 315 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13,047 | 376 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,150,453 | 33,191 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 147,504 | 4,255 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13,624 | 393 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 50,665 | 1,453 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 19,696 | 615 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,593,595 | 2,433.77 | 219,075 | 3,239.56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63,888 | 1,843 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658,567 | 19,000 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 50,898 | 1,468 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 107,993 | 3,116 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 871,685 | 25,148 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27,255 | 786 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,677 | 3,857 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27,408 | 791 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 101,984 | 2,942 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 6,982 | 213 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14,277 | 412 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 17,126 | 492 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29,301 | 845 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 49,681 | 1,433 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 115,742 | 3,339 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 35 | 1 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 57,262 | 1,652 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 253,799 | 7,322 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14,754 | 426 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 11,393 | 354 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32,411 | 33.32 | 989 | 80.62 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 63,541 | 1,833 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 57,660 | 1,669 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,189,223 | 63,159 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 116,850 | 3,371 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35,218 | 1,016 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 156,642 | 4,933 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40,259 | 1,161 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 57,390 | 1,656 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193,875 | 5,593 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 51,763 | 1,493 |
