Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund meliputi Atlantic Union Bankshares Corp, Midwest Trust Co, Summit Wealth Group Llc / Co, Chatham Capital Group, Inc., Pathstone Holdings, LLC, Duncan Williams Asset Management, LLC, First Trust Advisors Lp, Evolution Wealth Management Inc., River Street Advisors LLC, Total Investment Management Inc, Ameritas Advisory Services, LLC, Quaker Wealth Management, LLC, Beaird Harris Wealth Management, LLC, ENDW - Cambria Endowment Style ETF, BOK Financial Private Wealth, Inc., Christopher J. Hasenberg, Inc, Howe & Rusling Inc, Raleigh Capital Management Inc., dan Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 385 | 19 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5,431 | 10.03 | 272 | 11.48 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,521 | 0.02 | 227 | 1.35 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 29,123 | 0.10 | 1,460 | 1.32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 358 | 0.28 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 319 | 1.59 | 16 | 0.00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1,831,348 | 0.62 | 91,787 | 1.84 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 9,976 | 54.24 | 324 | 1.25 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 29,073 | 2.18 | 1,457 | 3.48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51,554 | 18.18 | 2,584 | 19.58 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,592 | 13.55 | 882 | 14.86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39,147 | 7.88 | 1,962 | 9.24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 91,345 | 5.09 | 4,578 | 6.37 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 163,539 | 6.56 | 8 | 14.29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,551 | 1.59 | 378 | 2.72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 339,307 | 1.95 | 17,006 | 3.19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 29,876 | 3.59 | 1,497 | 4.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 407,198 | 8.63 | 20,444 | 11.01 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,652 | 0.68 | 283 | 2.17 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 390,289 | 19,561 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106,535 | 0.71 | 5,340 | 1.93 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 4,239 | 0.26 | 212 | 1.44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20,323 | 20.15 | 1,019 | 21.62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 78,330 | 111.85 | 3,926 | 114.36 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 334,530 | 2.37 | 16,716 | 3.30 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 190,705 | 4.25 | 9,558 | 5.52 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,600 | 0.21 | 281 | 1.45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 69,818 | 0.27 | 3,499 | 1.51 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 11,765 | 1.04 | 590 | 2.26 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6,919 | 124.72 | 347 | 127.63 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4,529 | 1.52 | 227 | 3.18 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 93,319 | 0.22 | 4,677 | 1.43 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,958 | 3.58 | 299 | 4.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 231,864 | 12.44 | 12 | 10.00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3,716 | 186 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 11,084 | 7.56 | 555 | 8.82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 148,454 | 2.31 | 7,440 | 3.55 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 8,325 | 0.46 | 417 | 1.71 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 20,374 | 3.18 | 1,021 | 4.50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 40,562 | 2.08 | 2,033 | 3.30 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,599 | 0.63 | 80 | 2.56 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 36,322 | 14.67 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | 2 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,313 | 216 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 231,520 | 0.33 | 11,604 | 1.55 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,219 | 663 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 65,375 | 20.42 | 3,294 | 22.27 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,380 | 5.79 | 320 | 7.05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 107 | 5 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 279,484 | 4.42 | 14,008 | 5.68 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 69,228 | 3,470 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 41,690 | 6.39 | 2,090 | 4.61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,857,397 | 5.23 | 243,453 | 6.51 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 16,032 | 0.39 | 804 | 1.65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66,616 | 5.63 | 3,339 | 6.92 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 104 | 5 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7,069 | 7.30 | 354 | 8.59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 27,323 | 0.76 | 1,369 | 2.01 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 145,258 | 0.85 | 7,280 | 2.08 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 44,325 | 14.80 | 2,258 | 14.85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 116,780 | 3.01 | 5,853 | 4.26 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 22,792 | 13.34 | 1,142 | 14.77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 99 | 312.50 | 5 | 300.00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 76,255 | 5.17 | 3,822 | 6.43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 314,509 | 0.66 | 15,763 | 1.88 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 237,086 | 51.37 | 11,883 | 62.63 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15,088 | 1.27 | 756 | 2.58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7,670 | 384 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 28,288 | 93.50 | 1 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 222,102 | 21.73 | 11,132 | 23.21 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 37,644 | 15.00 | 1,944 | 34.37 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 123,149 | 12.46 | 6,172 | 13.83 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 228,361 | 1.70 | 11,445 | 2.93 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4,118 | 0.66 | 206 | 1.98 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,735 | 25.96 | 287 | 27.56 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 39 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,017,686 | 0.62 | 101,126 | 1.84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21,527 | 35.24 | 1,079 | 36.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,774 | 6.50 | 1,843 | 8.60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22,477 | 0.79 | 1,127 | 1.99 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 38,116 | 0.67 | 1,910 | 1.92 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,542 | 278 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 260,364 | 2.59 | 13,049 | 3.83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,619 | 0.39 | 482 | 1.69 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4,484 | 225 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 17,070 | 3.25 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 106,909 | 2.22 | 5,358 | 3.46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14,198 | 7.67 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30,043 | 18.10 | 1,506 | 19.54 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,332 | 0.67 | 217 | 1.88 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 25,227 | 0.80 | 1,264 | 2.02 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,248 | 8.29 | 363 | 9.67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 41,629 | 13.50 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 754 | 0.67 | 38 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32,674 | 21.71 | 1,638 | 23.18 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9,265 | 0.68 | 464 | 1.98 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30,615 | 7.06 | 1,534 | 8.33 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 188 | 0.53 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 20,559 | 0.09 | 1,043 | 2.46 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,747 | 2.46 | 238 | 3.49 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 206 | 10 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 320 | 162.30 | 16 | 166.67 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 237,086 | 1.75 | 11,883 | 2.98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,807 | 6.51 | 241 | 7.62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 232,438 | 0.31 | 12,001 | 4.58 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5,369 | 9.30 | 269 | 10.70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,651 | 21.08 | 484 | 22.59 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,383 | 9.59 | 270 | 10.70 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 225 | 0.90 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 29,835 | 0.93 | 1,495 | 2.19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,278 | 4.13 | 1,066 | 5.44 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 132,870 | 0.30 | 6,659 | 1.52 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 37 | 2 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,788,181 | 10.89 | 89,624 | 12.23 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 69 | 15.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,339 | 217 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 7,028 | 0.67 | 352 | 2.03 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24,666 | 330.40 | 1,236 | 336.75 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 496,979 | 1.80 | 24,909 | 3.03 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 82,247 | 1.81 | 4,122 | 3.05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,091 | 29.11 | 255 | 50.00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 41,340 | 3.34 | 2,072 | 4.60 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15,396 | 1.34 | 770 | 5.05 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33,816 | 0.04 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 7,000 | 351 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,158 | 5.38 | 1,211 | 6.61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,048 | 0.38 | 554 | 1.47 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,663 | 7.29 | 334 | 8.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4,211 | 211 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,380 | 26.55 | 1,072 | 28.11 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 174,349 | 4.39 | 9,002 | 8.84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,224 | 68.02 | 512 | 70.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,015 | 328.27 | 51 | 354.55 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 11,584 | 0.05 | 581 | 1.22 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24,044 | 3.75 | 1,205 | 5.06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266,789 | 2.40 | 13,371 | 3.64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 560,364 | 8.88 | 28,085 | 10.20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5,043 | 1.06 | 253 | 2.02 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,000 | 50 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,413 | 4.05 | 71 | 4.48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12,503 | 1.63 | 627 | 2.79 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 46,073 | 0.74 | 2,309 | 1.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 132,004 | 2.62 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 28,520 | 0.07 | 1,429 | 1.28 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 522,008 | 4.58 | 26,163 | 5.85 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0.64 | 16 | -6.25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6,081 | 305 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,943 | 9.26 | 649 | 15.51 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 91,069 | 12.46 | 4,564 | 13.82 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,839 | 529.11 | 443 | 542.03 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 5,790 | 0.52 | 290 | 1.75 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 53,961 | 7.31 | 2,705 | 8.59 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30,801 | 1.86 | 1,544 | 3.07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 29,525 | 12.33 | 1,480 | 13.68 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4,775 | 0.53 | 239 | 1.70 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 359,764 | 6.93 | 18,031 | 8.22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39,129 | 16.37 | 1,961 | 17.78 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 24,158 | 8.87 | 1,211 | 10.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,088,134 | 75.16 | 54,379 | 78.02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 159 | 22.31 | 8 | 16.67 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 269,680 | 2.98 | 13,516 | 4.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376,878 | 3.80 | 18,889 | 5.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,009,360 | 2.49 | 50,589 | 3.74 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 53,561 | 3.79 | 2,684 | 5.05 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4,385 | 7.74 | 220 | 8.96 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 5,556 | 1.76 | 278 | 2.96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,220 | 52.12 | 863 | 54.11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,744 | 0.58 | 438 | 1.86 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 89,519 | 1.74 | 4,487 | 2.96 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8,266 | 414 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,213 | 211 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 31,204 | 10.00 | 1,564 | 11.32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 52 | 23.81 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 11,449 | 4.21 | 574 | 5.33 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 110,684 | 1.96 | 5,547 | 3.20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 142,016 | 2.73 | 7,118 | 3.97 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 34,486 | 10.70 | 1,728 | 12.06 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 130,223 | 1.85 | 6,527 | 3.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,873 | 814.74 | 445 | 806.12 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19,286 | 0.11 | 967 | 1.36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111,333 | 13.39 | 5,580 | 14.75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24,335 | 1,220 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6,060 | 0.05 | 304 | 1.34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15,535 | 33.52 | 779 | 35.07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17,548 | 5.15 | 879 | 6.42 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 237 | 12 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 271,347 | 11.47 | 13,600 | 12.82 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 4,498 | 0.69 | 225 | 1.81 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 58,838 | 2,949 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 857 | 0.12 | 43 | 0.00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 69 | 3 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 40,063 | 25.06 | 2 | 100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46,043 | 2 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,040 | 0.42 | 253 | 1.61 |
