Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI EAFE Min Vol Factor ETF meliputi Portfolio Design Labs, LLC, XCOR - FundX ETF, Glenmede Investment Management, LP, One Capital Management, LLC, San Luis Wealth Advisors LLC, GPSTX - GuidePath(R) Growth Allocation Fund Service Shares, Tactive Advisors, LLC, XRLX - FundX Conservative ETF, Concurrent Investment Advisors, LLC, Bleakley Financial Group, LLC, Independent Solutions Wealth Management, LLC, Carr Financial Group Corp, Betterment LLC, Horizon Family Wealth, Inc., Simplicity Wealth,LLC, Wbh Advisory Inc, Bradley Foster & Sargent Inc/ct, Greykasell Wealth Strategies, Inc., Wedmont Private Capital, dan Sovran Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1,770,694 | 4.86 | 149 | 12.98 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 429,124 | 36,072 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14,426 | 3.59 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 673 | 3.54 | 57 | 12.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,861 | 20.51 | 833 | 24.14 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,475 | 45.42 | 208 | 57.58 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 13,705 | 1,152 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,464 | 7.64 | 1,804 | 16.16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40,577 | 2.61 | 3,318 | 7.66 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 25,900 | 796.50 | 2,177 | 885.07 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12,256 | 16.47 | 1,030 | 25.76 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2,721 | 0.11 | 229 | 8.06 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2,882 | 5.76 | 242 | 14.15 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3,465 | 291 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7,433 | 113.65 | 625 | 130.26 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2,905 | 244 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 350 | 29 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 650,270 | 8.50 | 54,662 | 17.05 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 57,082 | 2.15 | 4,798 | 10.20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 41,500 | 579.99 | 3,488 | 634.32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 45 | 2.27 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4,650 | 391 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 4,350 | 1.16 | 366 | 8.96 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 58,414 | 4,910 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24,243 | 1.49 | 2,038 | 9.46 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,213 | 13,163.64 | 859 | 14,200.00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 478 | 0.84 | 40 | 11.11 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3,107 | 3.02 | 261 | 11.06 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9,462 | 1.41 | 788 | 15.40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,261 | 0.40 | 274 | 8.30 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 32,291 | 2.13 | 2,714 | 10.19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 112,300 | 12.41 | 9,440 | 44.88 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,220 | 187 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 53,619 | 19.21 | 4,507 | 28.62 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419,326 | 127.68 | 35 | 150.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,410 | 2.15 | 1,379 | 5.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 62,934 | 4.91 | 5,290 | 13.18 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10,969 | 13.70 | 922 | 22.77 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 4,239 | 0.78 | 356 | 8.87 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,055 | 1,809.38 | 257 | 2,033.33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 167 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 141,813 | 1,029.26 | 11,921 | 1,118.81 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,258 | 0.14 | 778 | 8.06 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,952 | 4.83 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 752,309 | 26.71 | 63,239 | 36.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376,386 | 7.71 | 32 | 14.81 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 128,290 | 117.43 | 10,784 | 134.59 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 4,108 | 1.48 | 345 | 9.52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 273,176 | 22,963 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 4,978 | 7.49 | 418 | 16.11 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 117,500 | 7.07 | 9,877 | 15.51 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 26,213 | 2.17 | 2,204 | 10.21 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 458 | 30.86 | 38 | 40.74 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,986 | 13.24 | 503 | 22.38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 94 | 113.64 | 8 | 133.33 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 8 | 1 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 8,053 | 101.22 | 677 | 117.36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 190,130 | 33.73 | 16 | 36.36 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 526 | 9.13 | 44 | 18.92 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 15,278 | 6.44 | 1,284 | 14.85 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 847 | 7.90 | 71 | 16.39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,228 | 621.04 | 187 | 679.17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,631 | 5.02 | 978 | 13.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,779 | 19.01 | 906 | 29.24 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,310 | 5.53 | 615 | 13.91 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 146,720 | 1.02 | 12,333 | 16.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43,829 | 136.73 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20 | 900.00 | 2 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8,293 | 10.78 | 697 | 19.55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,166 | 19.23 | 1,023 | 28.55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 767,283 | 32.56 | 64,520 | 42.76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 580 | 98.63 | 45 | 125.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 28 | 3.70 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 14,172 | 1,191 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,189 | 520 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3,093 | 260 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 413 | 0.24 | 35 | 6.25 | ||||
| 2025-08-08 | 13F | Vestcor Inc | 63,127 | 966.15 | 5 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,809 | 236 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 6,224 | 1.60 | 523 | 9.64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 18 | -50.00 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 110,435 | 2.55 | 9,283 | 10.64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,091,253 | 2.05 | 175,791 | 10.10 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2,442 | 205 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 371 | 31 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 81,383 | 5.86 | 6,841 | 14.21 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2,783 | 234 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 20,028 | 0.37 | 1,659 | 6.76 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 6 | 1 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,127 | 79.80 | 179 | 93.48 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 48,701 | 3.27 | 4,094 | 11.40 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 64,101 | 5 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 18,050 | 1.05 | 1,517 | 9.06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,854 | 1.36 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 77,236 | 52.41 | 6,492 | 64.44 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62,024 | 10.45 | 5,214 | 19.15 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5,120 | 430 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2,725 | 229 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,243,810 | 1.09 | 104,555 | 9.05 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3,079 | 259 | ||||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3,835 | 322 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 9,058 | 2.20 | 761 | 10.29 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 12 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 175,634 | 10.37 | 14,764 | 19.07 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33 | 3 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 3,043 | 1.30 | 256 | 26.24 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,328 | 1.08 | 448 | 9.02 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 21 | 2 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 393,073 | 1.28 | 33,042 | 9.27 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 4,241 | 0.14 | 356 | 8.21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,395 | 3.31 | 369 | 11.48 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 43,678 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 18,016 | 1,514 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,571,782 | 0.71 | 132,123 | 8.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 81,890 | 7.70 | 6,884 | 16.19 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18,201 | 1,530 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 32 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,784 | 26.46 | 2,251 | 36.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127,641 | 30.83 | 10,615 | 39.57 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 15,079 | 0.37 | 1,268 | 8.29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37,327 | 15.56 | 3 | 50.00 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 9,654 | 812 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 | 4.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 622,873 | 7.05 | 52,357 | 15.48 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3,722 | 4.99 | 313 | 13.04 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 348,672 | 13,357.04 | 29,309 | 14,481.59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6,288 | 2.66 | 529 | 10.69 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,870 | 0.39 | 409 | 8.49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 14,437 | 9.80 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8,327 | 1 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 2,559 | 215 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,861 | 6.00 | 240 | 14.29 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 260 | 20 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8,356 | 78.85 | 702 | 92.86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9,950 | 0.23 | 836 | 8.15 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,463 | 1.27 | 375 | 9.33 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 83,379 | 7,009 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4,469 | 1.02 | 376 | 9.01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,158 | 191.62 | 181 | 217.54 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 29 | 7.41 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 996,453 | 16.13 | 83,762 | 25.28 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 277,165 | 28.55 | 22,661 | 26.25 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 227 | 19 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 171 | 64.42 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 100,903 | 20.37 | 8,317 | 36.25 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,636 | 10.60 | 474 | 19.14 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 67 | 1.52 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 235,123 | 25.92 | 19,764 | 35.84 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 1,050 | 88 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,814 | 235 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 487 | 41 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 2,806 | 1.63 | 236 | 9.30 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 15,804 | 8,306.38 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,115 | 262 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 105,213 | 10.21 | 8,844 | 18.90 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 18,436 | 15.24 | 1,550 | 24.32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 468,678 | 1.66 | 39,398 | 9.67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 281 | 1.81 | 24 | 9.52 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2,557 | 215 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 76,900 | 6.51 | 6,464 | 16.74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43,880 | 0.38 | 3,689 | 8.28 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4,279 | 9.97 | 360 | 18.48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,480 | 5.76 | 881 | 13.84 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 13 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,741 | 21.34 | 230 | 30.68 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,240 | 1.99 | 777 | 10.07 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,805 | 9.62 | 320 | 18.15 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 44,749 | 3,762 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 13,759 | 6.77 | 1,158 | 15.47 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 55,125 | 6.34 | 4,635 | 14.76 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21,396 | 5.01 | 1,799 | 13.30 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 10,834 | 1.93 | 911 | 9.90 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 14,187 | 1,193 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3,151 | 265 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 282 | 2.17 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,432 | 0.39 | 373 | 8.14 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,379 | 29.86 | 284 | 40.59 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 4,316 | 1.82 | 363 | 9.70 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 3,830 | 9.77 | 322 | 18.45 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 142 | 12 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3,106 | 3.29 | 261 | 11.54 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,382 | 200 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 25,291 | 2,126 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 59,345 | 3.52 | 4,989 | 11.69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 82,285 | 2.40 | 6,917 | 10.46 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4,470 | 0.04 | 376 | 7.76 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5,737 | 0.74 | 484 | 9.03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,948 | 18.97 | 752 | 41.62 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 149,755 | 0.91 | 12,588 | 8.86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47,401 | 25.89 | 3,985 | 35.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 439,656 | 4.57 | 36,957 | 12.81 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2,490 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,314 | 28.57 | 110 | 48.65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2,799 | 235 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 38,130 | 0.42 | 3,205 | 8.35 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 2,545 | 214 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4,652 | 391 | ||||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 22,667 | 11.19 | 1,905 | 19.96 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 3,585 | 1.93 | 301 | 9.85 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 27 | 80.00 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,252 | 0.40 | 442 | 8.35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,465 | 207 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,525 | 2.85 | 211 | 9.90 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 186,311 | 15,661 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 109,857 | 2.53 | 9,235 | 10.61 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 12,962 | 1.26 | 1,090 | 8.68 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 10,946 | 0.27 | 920 | 8.24 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 5,754 | 87.61 | 484 | 102.09 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,326 | 64.72 | 111 | 79.03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5,392 | 453 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 20,569 | 2.78 | 1,729 | 10.90 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 16,429 | 19.69 | 1,381 | 29.19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27,107 | 2,279 | ||||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 5,087 | 428 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 28,860 | 2,426 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,850 | 71.43 | 660 | 85.11 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 4,583 | 385 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,755 | 0.88 | 232 | 8.96 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7,344 | 328.22 | 617 | 363.91 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 71,385 | 6,001 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 29,801 | 14.80 | 2,505 | 23.89 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,386 | 0.97 | 789 | 8.98 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 5,493 | 0.16 | 462 | 3.36 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 91 | 8 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 83,656 | 643,407.69 | 7,032 | 703,100.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,271 | 89.54 | 443 | 105.09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 88,300 | 445.06 | 7,422 | 488.11 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 69,885 | 0.75 | 5,445 | 11.03 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4,200 | 353 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 32,072 | 411.76 | 2,696 | 452.25 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 2,690 | 226 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7,745 | 0.01 | 653 | 10.68 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 81,473 | 1.71 | 6,873 | 10.13 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 83,344 | 1.04 | 7,006 | 8.99 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 90 | 1.12 | 8 | 16.67 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5,884 | 81.05 | 496 | 96.05 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 2,753 | 231 | ||||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 312,395 | 112.78 | 26,260 | 129.56 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 13,031 | 9.80 | 1,095 | 18.51 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,389 | 0.39 | 621 | 8.38 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4,888 | 4.36 | 402 | 6.91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,519,794 | 9.41 | 379,934 | 18.03 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 544,915 | 45,806 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 83 | 2.47 | 7 | 0.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3,053 | 0.43 | 257 | 8.47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 139,848 | 45.42 | 11,697 | 55.37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 135 | 1.50 | 11 | 10.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 487 | 41 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,808 | 4.70 | 824 | 13.03 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 211,320 | 4.28 | 17,764 | 12.50 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 11,755 | 0.56 | 988 | 8.57 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4,526 | 1.78 | 380 | 9.83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 134,221 | 26.71 | 11,283 | 36.70 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4,065 | 0.05 | 342 | 8.23 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,649 | 223 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,297 | 2.84 | 697 | 10.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 513,119 | 118.93 | 43,133 | 136.18 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 68,988 | 5,799 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 41,115 | 0.63 | 3,456 | 8.58 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 192 | 16 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 43,389 | 60.28 | 3,650 | 66.36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 6,552 | 1.82 | 1 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 580 | 49 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,828 | 406 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 137 | 12 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,032 | 1.33 | 339 | 9.03 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13,856 | 86.91 | 1,165 | 101.73 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 7,231 | 5.73 | 608 | 14.10 |
