Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI EAFE Growth ETF meliputi Itau Unibanco Holding S.A., Trust Co Of Toledo Na /oh/, Glenmede Investment Management, LP, Barden Capital Management, Inc., Stark Wealth Management LLC, Midwest Trust Co, Anchor Pointe Wealth Management, LLC, Vise Technologies, Inc., Tradewinds, LLC., Bradley Foster & Sargent Inc/ct, Americana Partners, LLC, Custom Index Systems, Llc, JustInvest LLC, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Richmond Investment Services, LLC, Mosaic Advisors LLC, Evolution Wealth Management Inc., Foster Group, Inc., dan Consolidated Portfolio Review Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14,654 | 6.58 | 1,641 | 19.43 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17,824 | 4.15 | 1,996 | 16.66 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 5,552 | 622 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2,539 | 284 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,270 | 62.02 | 1,710 | 81.53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18,250 | 1.07 | 2,044 | 13.24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 490,315 | 4.85 | 54,915 | 17.43 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 11,202 | 1.26 | 1,250 | 13.02 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 7,733 | 237.10 | 866 | 278.17 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9,309 | 9.57 | 1,026 | 20.28 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 95,131 | 9.59 | 9,513 | 13.18 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 9,267 | 1,038 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 132,344 | 2.36 | 14,823 | 14.65 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,205 | 0.08 | 135 | 11.67 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8,540 | 1.04 | 854 | 4.28 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 14,052 | 1,363 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 33,928 | 6.42 | 3,800 | 19.17 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 39,907 | 77.09 | 4,470 | 98.36 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,331 | 101.67 | 149 | 125.76 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 29,517 | 7.88 | 3,306 | 20.84 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 9 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1,977 | 221 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 870,647 | 94.03 | 97,512 | 117.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39,713 | 14.79 | 4,448 | 32.79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13,207 | 6.34 | 1,479 | 19.08 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 494,066 | 1.59 | 55,335 | 13.78 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 29,206 | 12.24 | 3,271 | 25.71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10,306 | 2.10 | 1,154 | 14.37 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 127,743 | 0.16 | 14,307 | 15.08 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 292,513 | 20.03 | 32,761 | 34.44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 89,392 | 6.38 | 10,012 | 19.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 548,610 | 0.79 | 61,444 | 12.88 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 142 | 0.71 | 16 | 7.14 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13,976 | 1,565 | ||||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 90,361 | 10,120 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 56,912 | 27.51 | 6,374 | 42.82 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 35,668 | 0.40 | 3,995 | 12.44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,598,189 | 1.06 | 179 | 12.66 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,292 | 5.50 | 929 | 18.07 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 53 | 6 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20,867 | 0.52 | 2,337 | 12.63 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,510 | 153.78 | 169 | 186.44 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18,249 | 6.83 | 2,044 | 19.61 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 210,816 | 1.70 | 23,611 | 13.91 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 64,306 | 0.17 | 7,202 | 12.20 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 2,394 | 268 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 4,128 | 462 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3,110 | 6.40 | 348 | 19.18 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 52,072 | 29.12 | 5,832 | 44.64 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 39,069 | 2.47 | 4,376 | 14.77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,245 | 48.41 | 1,147 | 66.23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 374 | 1,526.09 | 42 | 1,950.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,074,325 | 5.66 | 680,324 | 18.33 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6,502 | 18.18 | 728 | 32.36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 314,718 | 23.32 | 35,249 | 38.11 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 2,689 | 301 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 929,210 | 0.65 | 104 | 13.04 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 36,612 | 0.90 | 4,100 | 13.01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 780 | 72.95 | 87 | 93.33 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 316 | 35 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 216,112 | 0.62 | 24,205 | 12.70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,246 | 63.51 | 700 | 82.98 | ||||
| 2025-08-11 | 13F | Eq Llc | 94,474 | 19.68 | 10,581 | 34.06 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10,469 | 1,173 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,922 | 34.32 | 439 | 50.86 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 7,316 | 21.79 | 819 | 36.50 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 45,938 | 9.18 | 5,145 | 22.30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 141,348 | 2.46 | 15,831 | 14.76 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 169 | 1.20 | 19 | 12.50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 171,319 | 1.98 | 19,188 | 14.22 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 10,980 | 5.68 | 1,192 | 10.58 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 22,755 | 0.86 | 2,549 | 12.94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16,536 | 1.79 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 46,757 | 12.09 | 5,237 | 25.53 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1,947 | 218 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1,888 | 211 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 53,115 | 0.34 | 5,949 | 12.37 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2,918 | 327 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,872 | 8.46 | 434 | 21.63 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 212,567 | 4.42 | 23,808 | 16.95 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 984 | 0.10 | 110 | 12.24 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4,425 | 3.95 | 496 | 16.47 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,847 | 8.38 | 655 | 21.34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8,774 | 6.91 | 983 | 19.76 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1,849 | 207 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 48,184 | 10.17 | 5,397 | 23.39 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 9,052 | 1,014 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 18,036 | 101.97 | 2,020 | 126.35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 608,756 | 6.48 | 68,181 | 19.26 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 3,003 | 18.46 | 336 | 32.81 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2,865 | 11.70 | 321 | 25.00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6,147 | 7.45 | 688 | 20.28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37,886 | 8.31 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 672,571 | 3.15 | 75,328 | 15.53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,793 | 31.19 | 313 | 47.17 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 6,704 | 16.01 | 751 | 29.98 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 42,163 | 697.18 | 4,722 | 794.32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9,358 | 0.07 | 1,048 | 12.09 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 87,299 | 409.33 | 8,730 | 426.16 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 23,732 | 7.21 | 2,658 | 20.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,333,981 | 8.03 | 149 | 21.14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 48,703 | 1.71 | 5,421 | 14.11 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 263 | 0.77 | 29 | 11.54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 553,717 | 23.39 | 62,016 | 38.20 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 2,220 | 1.14 | 249 | 13.24 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3,339 | 374 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15,356 | 25.77 | 1,720 | 40.90 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 38,290 | 2.81 | 4,288 | 15.15 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 7,379 | 1.33 | 826 | 13.46 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12,378 | 5.52 | 1,386 | 18.16 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,315,205 | 5.01 | 147,303 | 17.61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13,064 | 24.40 | 1,463 | 39.33 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 28,060 | 114.44 | 3 | 200.00 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 4,128 | 462 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5,326 | 0.70 | 597 | 12.88 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17,258 | 0.34 | 1,933 | 12.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26,665 | 8.91 | 2,960 | 21.96 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,341 | 152.58 | 1,382 | 183.20 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,588 | 987.39 | 290 | 1,156.52 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 6,081 | 7.32 | 681 | 20.32 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 24,718 | 7.83 | 2,768 | 20.77 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 21,530 | 4.43 | 2,411 | 16.98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 374,190 | 2.43 | 41,909 | 14.72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 20,688 | 0.16 | 2,317 | 12.20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 597,452 | 12.29 | 66,915 | 25.76 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 891 | 100 | ||||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21,270 | 2,382 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,295 | 17.79 | 1,825 | 31.89 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,409 | 270 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15,303 | 5.89 | 1,714 | 18.55 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 12 | 1 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 3,811 | 1.09 | 425 | 25.44 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 17,887 | 1.00 | 2,003 | 13.10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 32,578 | 4.67 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 52,500 | 21.71 | 5,880 | 36.31 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 515 | 58 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 359,234 | 11,098.07 | 3 | -99.06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 179 | 0.56 | 20 | 11.76 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 63,114 | 3.03 | 7,069 | 15.40 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 | -69.81 | 2 | -80.00 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9,633 | 5.24 | 1,079 | 17.81 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,800 | 202 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 33,834 | 1.89 | 3,789 | 14.13 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,551 | 3.55 | 510 | 15.95 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,051 | 12.05 | 1 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3,497 | 62.88 | 392 | 82.71 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 4,666 | 0.26 | 523 | 12.26 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6,622 | 742 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10,727 | 1.57 | 1,201 | 13.73 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12,747 | 8.37 | 1,428 | 21.34 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 2,127 | 0.90 | 238 | 13.33 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 497,817 | 4.75 | 55,755 | 17.32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,097 | 347 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 71,510 | 1.65 | 8,009 | 13.86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,147,883 | 5.98 | 464,563 | 18.69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79,342 | 11.04 | 8,886 | 24.37 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,051 | 0.15 | 230 | 12.25 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 55,217 | 5.28 | 6,184 | 17.93 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 52,130 | 5.10 | 5,839 | 17.73 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,943 | 1.15 | 554 | 13.32 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 12,777 | 22.36 | 1,431 | 37.07 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 2,265 | 10.54 | 254 | 24.02 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,722 | 2.74 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3,237 | 1.98 | 363 | 14.20 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4,903 | 17.21 | 549 | 31.34 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 5,058 | 3.29 | 567 | 15.75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9,576 | 387.82 | 1,070 | 442.64 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4,065 | 23.07 | 455 | 37.88 | ||||
| 2025-06-30 | NP | EAFG - Pacer Developed Markets Cash Cows Growth Leaders ETF | 10 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,229 | 138 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 36,063 | 4.61 | 4,039 | 17.17 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 85 | 10 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,483 | 0.55 | 950 | 12.69 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 74,247 | 6.37 | 8,316 | 19.14 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 32,012 | 13.98 | 3,585 | 27.67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 22,632 | 6.11 | 2,535 | 18.86 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 17,997 | 4.96 | 2,016 | 17.56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,167,865 | 0.43 | 130,801 | 12.48 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 19,589 | 6.53 | 2,194 | 19.37 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 82,638 | 1.82 | 9,255 | 14.03 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 41,426 | 234.11 | 4,627 | 273.45 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,822 | 316 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 270,429 | 2.06 | 30,288 | 14.31 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 26,207 | 6.16 | 2,935 | 18.92 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,453 | 1.04 | 163 | 13.29 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8,999 | 2.96 | 1,008 | 15.35 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 32 | 4 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 2,651 | 1.53 | 297 | 13.41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51,129 | 20.21 | 5,726 | 34.63 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2,112 | 2.57 | 237 | 15.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 446,088 | 19.71 | 49,958 | 33.90 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 57 | 6 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 379,673 | 128.57 | 42,523 | 156.01 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 139,401 | 4.92 | 15,174 | 14.03 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 13,423 | 0.99 | 1,503 | 12.16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16,920,944 | 0.64 | 1,895,108 | 12.72 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 3,256 | 0.87 | 365 | 13.04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 158,862 | 49.01 | 17,793 | 66.89 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7,322 | 0.99 | 820 | 13.10 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 12,459 | 0.06 | 1,395 | 12.05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62,200 | 6.37 | 6,966 | 19.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 132,898 | 14,885 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,581 | 0.20 | 518 | 7.25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32,681 | 2.09 | 3,660 | 14.34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,372 | 47.64 | 714 | 65.43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23,104 | 843.41 | 2,588 | 956.33 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 461,405 | 0.99 | 51,677 | 13.11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 74,921 | 3.07 | 8,391 | 15.45 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 668,262 | 4.81 | 74,845 | 17.39 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10,582 | 13.13 | 1,185 | 26.74 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 66,611 | 71.40 | 7,460 | 98.25 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2,048 | 0.69 | 229 | 12.81 | ||||
| 2025-08-07 | 13F | Commerce Bank | 66,697 | 5.88 | 7,470 | 18.59 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 140,770 | 0.75 | 15,766 | 12.85 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2,881 | 323 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 3,816 | 0.50 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2,259 | 253 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2,725 | 11.22 | 305 | 24.49 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 89,673 | 3.44 | 10,043 | 11.02 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 18,033 | 0.09 | 2,020 | 12.10 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 20,903 | 2,341 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 93,696 | 0.37 | 10,494 | 12.42 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 57,489 | 8.45 | 6,439 | 21.45 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,574 | 288 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,112 | 4.37 | 573 | 16.97 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,852 | 7.42 | 207 | 20.35 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 250 | 28 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,577 | 4.45 | 737 | 17.01 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 63,797 | 9.95 | 7,145 | 23.15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 725 | 66.67 | 81 | 88.37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 29,159 | 0.24 | 3,266 | 12.28 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 29,616 | 1.21 | 3,317 | 13.33 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 3,503 | 392 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 2,403 | 0.33 | 269 | 12.55 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 338 | 38 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 125,864 | 88.68 | 14,097 | 111.33 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 20,026 | 3.84 | 2,243 | 16.29 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9,802 | 7.38 | 1,098 | 20.29 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5,993 | 25.98 | 671 | 41.26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 679,840 | 0.61 | 76,142 | 12.68 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 9,774 | 23.74 | 1,096 | 42.21 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 42,065 | 1.76 | 4,711 | 13.98 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 78,966 | 525.37 | 8,844 | 600.79 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3,371 | 1.87 | 378 | 14.24 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70,680 | 25.02 | 7,916 | 40.03 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 433,332 | 5.42 | 48,533 | 18.07 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 3,094 | 347 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 140 | 16 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2,084 | 4.10 | 233 | 13.11 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,094 | 0.78 | 1,355 | 12.83 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,474 | 389 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 4,055 | 66.19 | 454 | 86.07 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 16,920 | 1,845 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 7,235 | 44.87 | 810 | 62.32 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5,337 | 22.46 | 598 | 37.24 | ||||
| 2025-07-02 | 13F | InvesTrust | 18,021 | 1.69 | 2,018 | 13.88 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2,949 | 11.20 | 330 | 24.53 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 18,844 | 22.78 | 2,111 | 37.55 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3,443 | 0.53 | 386 | 12.57 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 88,784 | 1.58 | 9,944 | 13.76 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 83,991 | 6.59 | 9,407 | 19.38 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12,185 | 15.17 | 1,365 | 28.92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,556 | 3.76 | 510 | 16.17 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6,140 | 7.04 | 688 | 18.65 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 40,310 | 6.28 | 4,515 | 19.04 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1,799 | 202 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12,931 | 6.15 | 1,448 | 18.88 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 39,904 | 0.44 | 4,469 | 12.48 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 13,866 | 0.95 | 1,553 | 13.04 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 9,062 | 263.79 | 1,015 | 307.23 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,652 | 297 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 2,126 | 238 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 26,792 | 19.28 | 3,001 | 33.57 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5,335 | 0.66 | 598 | 12.64 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 157,457 | 9.00 | 17,635 | 22.08 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 6,209 | 3.41 | 695 | 15.83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 260,923 | 0.43 | 29 | 16.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,510 | 103.44 | 725 | 126.56 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 22,150 | 0.07 | 2,481 | 12.07 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 120,993 | 0.38 | 13,551 | 5.85 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 25,147 | 0.52 | 2,761 | 11.20 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 33,410 | 7.71 | 3,742 | 20.64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12,240 | 61.24 | 1,371 | 80.50 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 33,943 | 3,802 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 79,128 | 9.28 | 8,862 | 22.39 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2,643 | 46.91 | 296 | 65.36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49,377 | 9.69 | 5,530 | 22.86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 924 | 89 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 30,204 | 6.60 | 3,383 | 19.38 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 48,872 | 1.85 | 5,474 | 14.07 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 59,179 | 1.77 | 6,628 | 13.98 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 3,625 | 15.23 | 406 | 28.98 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14,593 | 0.32 | 1,634 | 12.38 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,233 | 0.74 | 623 | 4.01 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 16,171 | 11.86 | 1,811 | 25.33 | ||||
| 2025-08-12 | 13F | Bokf, Na | 299,156 | 0.42 | 33,505 | 12.47 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 34,579 | 1.59 | 3,873 | 13.78 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 10,925 | 21.35 | 1,224 | 35.89 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 19,735 | 1.89 | 2,121 | 9.56 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 39,018 | 2.33 | 4,370 | 14.61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2,481 | 1.56 | 278 | 13.52 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 103,227 | 16.56 | 11,561 | 30.54 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 32,751 | 12.31 | 3,668 | 25.79 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 14,681 | 1,644 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 190,537 | 6.44 | 21,340 | 19.22 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4,067 | 41.08 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 7,010 | 3.01 | 785 | 15.44 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 263,985 | 0.17 | 29,566 | 12.19 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,714 | 38.79 | 416 | 55.43 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 190 | 21 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 65 | 1.56 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 53,300 | 23.77 | 5,877 | 32.04 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 4,769 | 1.00 | 534 | 13.14 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 12,352 | 2.53 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 609,318 | 20.63 | 68,244 | 35.11 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 2,010 | 225 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 75,733 | 8,482 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88,402 | 1.36 | 9,901 | 13.53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 16,094 | 769.48 | 1,803 | 874.05 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 39,318 | 2.33 | 4,404 | 14.60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 128,230 | 38.61 | 14,362 | 53.95 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38,140 | 626.20 | 4,272 | 713.52 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 386 | 43 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 4,180 | 468 | ||||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 33,316 | 7.63 | 3,731 | 20.55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 192,036 | 1.90 | 21,508 | 14.12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 93,714 | 23.69 | 10,508 | 38.70 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 8,934 | 5.57 | 1,001 | 18.20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 126,244 | 3.72 | 14,139 | 16.17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,242,079 | 1.13 | 138,664 | 12.88 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,694 | 1.24 | 302 | 13.16 | ||||
| 2025-09-03 | 13F | American Trust | 2,539 | 284 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 75,750 | 0.99 | 8,484 | 13.11 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2,957 | 331 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 57,420 | 24.83 | 6 | 50.00 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2,973 | 1.92 | 333 | 14.09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 36,326 | 10.94 | 4,069 | 24.25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 66,268 | 2.04 | 7,422 | 14.29 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2,778 | 3.62 | 311 | 19.16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114,161 | 2.22 | 12,786 | 14.49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15,148 | 1.84 | 1,697 | 14.06 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 146,947 | 0.59 | 16,458 | 12.66 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 4,121 | 0.02 | 462 | 11.89 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 124,406 | 23.01 | 13,933 | 37.77 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 35,241 | 4.81 | 3,947 | 17.40 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2,125 | 238 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 6,475 | 129.12 | 725 | 157.09 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3,199 | 22.01 | 358 | 36.64 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21,828 | 2.83 | 2,445 | 15.17 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 28,746 | 0.34 | 3,220 | 12.40 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 31,092 | 1.95 | 3,482 | 14.20 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,422 | 6.35 | 495 | 19.28 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,997 | 38.26 | 448 | 54.67 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 8,698 | 103.80 | 1 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 23,614 | 0.36 | 2,645 | 25.01 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 445,172 | 4.28 | 49,859 | 16.79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 16,235 | 5.10 | 1,818 | 17.75 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2,449 | 245 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 1,831 | 205 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,807 | 202 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1,804 | 202 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4,272 | 6.64 | 478 | 19.50 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 16,136 | 2.97 | 1,614 | 6.33 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 82,689 | 2.73 | 9,355 | 16.23 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 22,990 | 3.89 | 2,575 | 16.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 284,493 | 1.21 | 31,863 | 13.35 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2,373 | 2.51 | 266 | 14.72 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10,615 | 6.42 | 1,189 | 19.16 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 250,300 | 28,034 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 16,489 | 10.96 | 1,847 | 24.23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1,869 | 209 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 3,666 | 5.56 | 411 | 18.16 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1,900 | 213 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 440,876 | 0.81 | 49,378 | 12.91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 39,613 | 199.30 | 4,437 | 235.30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,428 | 0.03 | 1,616 | 12.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 132,233 | 26.01 | 14,810 | 41.14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 24,372 | 1.45 | 2,730 | 13.61 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 211 | 0.96 | 24 | 15.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 128,037 | 10.61 | 14,340 | 23.89 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 32,607 | 458.34 | 3,652 | 526.24 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,084 | 0.88 | 1,465 | 12.95 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 452,138 | 5.98 | 50,639 | 18.69 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 52,017 | 3.57 | 5,826 | 15.99 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 1,834 | 205 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 27,000 | 3,024 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17,441 | 1.22 | 1,953 | 13.41 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 4,124 | 0.05 | 462 | 11.89 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8,882 | 0.40 | 995 | 12.44 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 73 | 1.39 | 8 | 14.29 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 27,934 | 3.22 | 3,129 | 15.59 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 20,854 | 94.93 | 2,336 | 118.43 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2,590 | 290 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 80,359 | 1.94 | 9,000 | 14.18 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 4,282 | 2.61 | 480 | 14.87 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 59,764 | 0.83 | 6,694 | 12.92 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 41 | 272.73 | 5 | 300.00 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 246 | 28 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5,593 | 3.46 | 626 | 15.93 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 56,930 | 2.29 | 6,376 | 14.57 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8,456 | 0.30 | 947 | 12.34 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 39,106 | 5.95 | 4,380 | 18.64 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 332,853 | 12.16 | 37,280 | 25.62 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 487 | 55 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 55,237 | 6,187 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6,749 | 6.69 | 756 | 19.46 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 91,497 | 10,248 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 8,585 | 2.21 | 962 | 14.54 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 32,800 | 9.36 | 3,674 | 22.47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 196,131 | 5.33 | 21,967 | 17.97 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3,876 | 434 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 10,618 | 2.76 | 1,189 | 15.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 664,514 | 0.14 | 74 | 12.12 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 64,282 | 2.43 | 7,200 | 14.73 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 8,229 | 25.08 | 922 | 40.18 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 17,294 | 13.96 | 1,937 | 27.62 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 2,468 | 17.86 | 276 | 32.06 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 6,055 | 0.40 | 678 | 12.44 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 122,454 | 2.83 | 13,715 | 15.18 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 8,240 | 0.99 | 923 | 13.13 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 7,595 | 6.28 | 845 | 12.07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 445 | 50 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2,090 | 4.34 | 234 | 17.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3,342 | 374 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2,202 | 4.02 | 247 | 16.59 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 3,641 | 55.47 | 408 | 73.93 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,630 | 94.51 | 183 | 119.28 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 85 | 8 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 128,593 | 2.16 | 14,402 | 14.42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 964,344 | 0.42 | 108,006 | 12.47 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,822 | 8.85 | 1,436 | 21.90 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3,429 | 0.03 | 384 | 12.28 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2,005 | 225 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,142 | 0.18 | 128 | 11.40 |
