Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF meliputi Blueprint Financial Advisors LLC, Blueprint Investment Partners LLC, Bulwark Capital Corp, Signal Tree Financial Partners Llc, Maseco Llp, Harbor Asset Planning, Inc., Pinnacle Wealth Planning Services, Inc., Gryphon Financial Partners LLC, TT Capital Management LLC, Wealth Advisory Team LLC, Heritage Wealth Management, Inc., Trust Point Inc., Midwest Trust Co, Summit Wealth Group Llc / Co, Soundwatch Capital LLC, Total Clarity Wealth Management, Inc., Traub Capital Management LLC, Keybank National Association/oh, Wisconsin Wealth Advisors, LLC, dan Vise Technologies, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8,154 | 200 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90,206 | 6.20 | 2,229 | 11.17 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 8,382 | 206 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,394,055 | 67.90 | 156,910 | 74.52 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 762,115 | 6.00 | 18,702 | 10.17 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 23,785 | 0.36 | 584 | 4.29 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5,562 | 92.52 | 136 | 100.00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 52,827 | 1.58 | 1,296 | 5.62 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26,277 | 645 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 23,351 | 40.35 | 573 | 46.17 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 209,862 | 58.47 | 5,150 | 64.75 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 8,538,518 | 36.15 | 195,005 | 39.22 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,425 | 10.90 | 256 | 15.38 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,067 | 0.44 | 51 | 4.17 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 181,711 | 1,358.12 | 4,470 | 1,420.41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 402,245,815 | 3.31 | 9,871,112 | 7.38 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9,984 | 245 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 288,425 | 1.20 | 7,078 | 5.17 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20,124 | 6.59 | 494 | 10.79 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 10,216 | 251 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,901 | 97.92 | 96 | 106.52 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 27,268 | 3.30 | 669 | 7.38 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 221,351 | 0.93 | 5,432 | 4.91 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16,131 | 396 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,958 | 73 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9,117 | 224 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 1,414 | 0.43 | 35 | 3.03 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,789 | 216 | ||||||
| 2025-08-07 | 13F | HC Advisors, LLC | 8,304 | 204 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 550,528 | 1.51 | 13,510 | 5.51 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 74,027 | 0.01 | 1,817 | 3.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,723,317 | 3.69 | 115,910 | 7.78 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 17,303 | 425 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 91,894 | 0.43 | 2,255 | 4.40 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 64,585 | 13.37 | 1,585 | 17.77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 350,010 | 1,346,092.31 | 8,589 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 71,500 | 1,755 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14,595 | 358 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 108,365 | 0.24 | 2,659 | 4.19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 490 | 133.33 | 12 | 200.00 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 11,987 | 2.63 | 294 | 6.91 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,527 | 37 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,390 | 148.70 | 59 | 163.64 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 71,761 | 76.91 | 1,761 | 84.01 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65,489 | 0.17 | 1,607 | 4.15 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 78 | 2 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 38,176 | 4.72 | 937 | 8.84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,828 | 22.62 | 536 | 27.38 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31,200 | 706 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 117 | 3 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 36,611 | 1.21 | 898 | 5.15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3,786 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17,741 | 40.70 | 435 | 45.64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 92,317 | 16.00 | 2,265 | 20.54 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 52,401 | 1.31 | 1,286 | 5.24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 564,097 | 0.51 | 13,843 | 4.47 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 21,241 | 3.08 | 521 | 7.20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,049,148 | 8.60 | 50 | 13.64 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 59,675 | 16.06 | 1,464 | 20.69 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 669,199 | 10.76 | 16,422 | 15.12 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 171 | 200.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2,289,684 | 5.20 | 56,189 | 9.35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,107,390 | 5.67 | 27,175 | 9.83 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 11,592 | 1.47 | 284 | 5.58 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 8,278 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 79,877 | 0.37 | 1,960 | 4.37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44,832 | 1,100 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18,883 | 463 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,459 | 3,229.91 | 183 | 3,560.00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 12,469 | 0.36 | 306 | 4.10 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 31,520 | 774 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 417 | 0.48 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 104,358 | 233.25 | 2,561 | 246.41 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 80,976 | 22.05 | 1,987 | 26.88 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2,160 | 572.90 | 53 | 657.14 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 85,068 | 38.03 | 2,088 | 43.04 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 247,027 | 43.80 | 6,062 | 49.49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29,093 | 34.25 | 714 | 39.53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4,621,221 | 1.64 | 113,405 | 5.64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 476,707 | 12.11 | 11,698 | 16.53 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13,258 | 0.44 | 325 | 4.50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,140 | 249 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 65,039 | 10.16 | 1,596 | 14.57 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 6,801 | 26.58 | 167 | 31.75 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9,748 | 239 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130,413 | 0.70 | 3,200 | 4.68 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 291,211 | 11.97 | 7,146 | 16.38 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 655,010 | 2.36 | 16,074 | 6.39 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 14,406 | 354 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13,022 | 45.97 | 320 | 51.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 133,905 | 1.05 | 3,286 | 5.05 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 68,602 | 8.24 | 1,683 | 12.50 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 267 | 7 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 434,117 | 6.32 | 10,653 | 10.51 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 177,759 | 0.37 | 4,362 | 4.33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 88,433 | 40.98 | 2,170 | 46.52 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 197,147 | 4.63 | 4,838 | 8.75 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2,866,593 | 3.26 | 70,346 | 7.33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 363,166 | 19.46 | 8,912 | 24.17 | ||||
| 2025-09-03 | 13F | American Trust | 479,917 | 11,777 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 27,365 | 2.04 | 672 | 6.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 92,040 | 13.95 | 2,259 | 18.41 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 501 | 12 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,014 | 25 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 23,514 | 15.15 | 577 | 19.50 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 332,250 | 0.12 | 8,153 | 4.06 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 90,875 | 1.97 | 2,230 | 5.99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168,377 | 6.99 | 4,132 | 11.20 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2,386 | 59 | ||||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 90,929 | 4.60 | 2,231 | 8.72 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 144,253 | 1.62 | 3,540 | 5.61 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 58,069 | 11.27 | 1,425 | 15.67 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14,346 | 0.41 | 352 | 4.45 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20,031 | 24.49 | 492 | 29.55 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 759,395 | 1.33 | 18,636 | 5.32 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 26,530 | 0.64 | 651 | 4.66 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 85,987 | 0.73 | 2,110 | 4.71 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 30,950 | 0.01 | 760 | 3.97 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,847 | 217 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159,276 | 7.56 | 3,909 | 12.88 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10,532 | 5.89 | 259 | 10.68 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 30,031 | 26.60 | 737 | 31.43 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 219,075 | 12.41 | 5,382 | 16.97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,057 | 2.72 | 689 | 6.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,032 | 6.31 | 786 | 10.55 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 25,587 | 0.55 | 628 | 4.50 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16,541 | 0.12 | 406 | 3.85 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17,820 | 437 | ||||||
| 2025-05-28 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 62,612 | 2.35 | 1,478 | 2.07 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 794 | 0.38 | 19 | 5.56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15,350 | 268.99 | 377 | 283.67 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 193,109 | 4,739 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26,919 | 2.45 | 661 | 6.45 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 142,741 | 9.66 | 3,503 | 13.96 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6,785 | 59.27 | 167 | 66.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 731,430 | 0.44 | 17,949 | 4.39 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1,213,562 | 4.50 | 30,363 | 25.46 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1,450,178 | 1.63 | 35,587 | 11.74 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8,268,173 | 2.26 | 202,901 | 6.29 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 15,305 | 1.73 | 376 | 5.63 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,550,283 | 8.12 | 38,168 | 19.31 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,619,006 | 2.85 | 64,270 | 6.91 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,749 | 18.57 | 362 | 22.79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 645 | 15 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 24,801 | 26.95 | 609 | 33.33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 793,306 | 6.37 | 19,468 | 10.56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 386,071 | 1.81 | 9,474 | 5.82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 441 | 11 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,030 | 0.65 | 222 | 4.74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 177,767 | 27.50 | 4,362 | 32.14 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 34,090 | 2.79 | 837 | 6.77 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 11,435 | 0.40 | 281 | 4.48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 28,997 | 115.80 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,370 | 0.08 | 58 | 5.45 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 56 | 1 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 36,384 | 21.94 | 893 | 26.70 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 279 | 7 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 126 | 3 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 69,548 | 3.36 | 1,707 | 7.43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 414,454 | 14.43 | 10,171 | 18.93 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 130,166 | 1.27 | 3,194 | 5.27 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 453,479 | 20.33 | 11,128 | 25.08 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 273,214 | 23.05 | 6,705 | 27.89 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 142,967 | 8.79 | 3,508 | 13.09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 351,256 | 198.18 | 9 | 300.00 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 28,219 | 692 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 967,375 | 36.15 | 23,740 | 41.51 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 22,494 | 13.97 | 552 | 18.71 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 170,121 | 408.34 | 4,175 | 428.35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,819,924 | 93.55 | 44,661 | 101.18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,548,069 | 37.62 | 87,070 | 43.04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,690,904 | 6.56 | 41,495 | 10.75 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 124,028 | 9.11 | 3,044 | 13.42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 90,342 | 28.40 | 2,133 | 27.97 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 592,575 | 16.05 | 14,542 | 20.62 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10,738 | 8.67 | 264 | 12.88 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 32,949 | 809 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 195,631 | 5.89 | 4,801 | 10.04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2,922 | 0 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 8,541 | 210 | ||||||
| 2025-08-13 | 13F | Aufman Associates Inc | 97,579 | 1.46 | 2,395 | 5.46 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 203,669 | 511.31 | 4,998 | 535.88 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 190,030 | 24.58 | 4,664 | 29.49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 62,177 | 70.68 | 2 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,815 | 0.44 | 45 | 4.76 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 52,522 | 0.13 | 1,324 | 9.88 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 38,848 | 953 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 121,808 | 5.67 | 2,989 | 9.85 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 109,698 | 2.11 | 2,692 | 6.11 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 170,447 | 2.29 | 4,183 | 6.30 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8,534 | 2.77 | 201 | -0.99 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 21,748 | 0.61 | 534 | 4.51 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23,295 | 572 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 88 | 1.15 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 255,428 | 2.65 | 6,265 | 6.80 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52,026 | 134.15 | 1,277 | 143.51 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 22,179 | 0.44 | 544 | 4.41 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 265,907 | 0.62 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,406 | 0.43 | 34 | 3.03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16,304,295 | 4.97 | 400,106 | 9.10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 849 | 21 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 204 | 5 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 21,630 | 0.06 | 531 | 3.92 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,013 | 24.86 | 344 | 29.92 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 858,364 | 3.74 | 21,382 | 16.30 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 34,153 | 14.52 | 838 | 19.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 174,624 | 14.78 | 4,285 | 19.29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 77,951 | 37.31 | 1,913 | 42.69 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,952 | 7.48 | 293 | 11.83 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 50,504 | 1,239 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 20,508 | 503 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 98,187 | 2,410 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 378,479 | 2.86 | 9,288 | 6.91 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10,552 | 0.45 | 259 | 4.03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,592,613 | 7.77 | 63,623 | 12.01 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2,391 | 59 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,396,569 | 24,845.42 | 83,352 | 25,866.04 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3,755,197 | 0.93 | 88,660 | 0.63 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69,105 | 1,696 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 213 | 0.47 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,807 | 118 | ||||||
| 2025-07-16 | 13F | Novem Group | 113,080 | 5.93 | 2,775 | 10.08 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 638,802 | 29.33 | 15,676 | 34.42 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 107,465 | 2,637 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,435,332 | 21.20 | 84,303 | 25.98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61,357 | 1,506 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2,198 | 16.85 | 54 | 20.45 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 12,729 | 15.46 | 312 | 20.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 51,988 | 28.38 | 1,276 | 33.37 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 490 | 600.00 | 12 | -87.21 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 420 | 19.66 | 10 | 25.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 316,117 | 22.17 | 7,729 | 27.77 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 656,846 | 1.33 | 16,119 | 5.32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 373,027 | 9,154 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38,538 | 4.66 | 946 | 8.75 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 407,740 | 4.06 | 10,006 | 8.16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 107,688 | 5.69 | 2,643 | 9.85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 409,622 | 0.00 | 10,052 | 3.94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,828 | 266 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 289,320 | 0.26 | 7,100 | 4.20 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 145,897 | 36.20 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 402,617 | 16.07 | 10 | 12.50 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138,500 | 22.63 | 3,399 | 27.46 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10,540 | 259 | ||||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1,469,002 | 1.29 | 36,049 | 5.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 60,505 | 6.77 | 1,485 | 10.91 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 151,487 | 3,717 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3,490,978 | 120.62 | 85,669 | 129.30 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 11,698 | 8.39 | 287 | 12.99 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 486,793 | 8.33 | 11,946 | 12.59 | ||||
| 2025-07-15 | 13F | Maseco Llp | 87,719 | 2,153 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 29,888 | 9.62 | 733 | 14.00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 46,859 | 8.24 | 1,150 | 12.43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 189,486 | 0.09 | 4,650 | 4.03 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 19,076 | 9,985 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,500 | 0.54 | 37 | 2.86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 87,061 | 769.39 | 2,136 | 805.08 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 403,514 | 2.04 | 9,902 | 6.06 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 455,788 | 29.97 | 11,185 | 35.10 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2,586 | 63 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 53,068 | 0.44 | 1,302 | 4.41 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21,788 | 2.58 | 535 | 6.59 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 332,021 | 0.79 | 8,148 | 4.76 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 35,903 | 0.10 | 890 | 10.56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18,304 | 0.38 | 449 | 4.42 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 415,763 | 4.50 | 10,203 | 8.61 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 74,893 | 1,838 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 19,552 | 15.23 | 480 | 19.75 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 8,888 | 0.01 | 218 | 4.31 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 124,189 | 10.10 | 3,048 | 14.42 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21,404 | 14.00 | 525 | 18.51 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 123,610 | 6.73 | 3,033 | 10.94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,113,872 | 4.50 | 199,151 | 8.63 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 61,358 | 2.46 | 1,506 | 6.51 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 958,783 | 5.30 | 23,529 | 9.44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 22,761 | 559 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 873,902 | 7.71 | 21,446 | 11.96 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,188 | 1.37 | 78 | 5.41 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20,177 | 11.22 | 495 | 15.65 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 335,309 | 4.28 | 8,228 | 8.39 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 24,972 | 613 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 34,805 | 4.26 | 854 | 8.38 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 24,760 | 0.44 | 608 | 4.30 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,821,721 | 5.45 | 191,945 | 9.61 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 24,076 | 0.44 | 591 | 4.42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26,349 | 12.75 | 647 | 17.24 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 56,929 | 7.10 | 1,397 | 11.40 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10,228 | 251 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 29,139 | 45.82 | 715 | 51.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35,432 | 59.86 | 869 | 66.16 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 101,947 | 1.62 | 2,502 | 5.62 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 29,169 | 0.36 | 716 | 4.23 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 45,298 | 1.47 | 1,112 | 5.41 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 43,078 | 1,057 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 159,358 | 3.23 | 3,911 | 8.34 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 24,540 | 69.01 | 602 | 76.02 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 35,626 | 0.44 | 874 | 4.42 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 6,060,172 | 0.09 | 148,717 | 4.03 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 144 | 1.41 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 574,387 | 664.54 | 14,095 | 694.98 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4,622 | 0.24 | 113 | 4.63 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16,680 | 2.89 | 409 | 7.07 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 7,277 | 0.44 | 179 | 4.09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29,833 | 3.23 | 732 | 7.33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 36,067 | 16.68 | 885 | 21.40 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 407,571 | 41.19 | 10 | 66.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 173,319 | 12.47 | 4,253 | 21.86 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 584,927 | 8.10 | 14,354 | 12.36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,809 | 142.17 | 45 | 164.71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 281,108 | 1.53 | 6,899 | 5.52 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8,295 | 204 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 38,161 | 32.90 | 936 | 38.26 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57,800 | 549.44 | 1,418 | 575.24 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 31,692 | 0.44 | 778 | 4.44 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21,625 | 531 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,915 | 26.70 | 292 | 31.53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21,072 | 0.57 | 517 | 4.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 114,263 | 9.90 | 2,804 | 14.26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13,141 | 0 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 174,270 | 2.92 | 4,277 | 6.98 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 25,314 | 49.81 | 621 | 56.03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,312 | 155 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,432 | 81 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27,036 | 14.78 | 663 | 19.24 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6,312 | 11.15 | 149 | 11.19 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 247,442 | 3.23 | 6,072 | 7.30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 263,975 | 0.20 | 6,478 | 4.13 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2,112 | 52 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8,217 | 202 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1,321,791 | 4.85 | 32,437 | 8.97 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 95,658 | 3.53 | 2,347 | 7.61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83,483 | 76.40 | 2,049 | 83.35 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 50,431 | 0.03 | 1,238 | 3.95 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 19,252 | 472 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44,652 | 74.75 | 1,096 | 81.59 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 594,851 | 0.74 | 14,598 | 4.71 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 42,844 | 14.58 | 1,051 | 32.87 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2,953,178 | 127.28 | 72,471 | 136.24 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 118,721 | 31.41 | 2,913 | 36.63 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 10,872 | 267 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34,803 | 127.44 | 854 | 136.57 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1,850,958 | 2.58 | 45,422 | 6.62 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2,334,201 | 2.36 | 57,281 | 6.40 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42,294 | 1.37 | 1,054 | 14.46 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 13,488 | 0.22 | 331 | 4.10 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 85,158 | 33.84 | 2,090 | 39.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 691,363 | 137.81 | 16,966 | 146.46 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 87 | 1.16 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 9,254 | 227 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11,683 | 287 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 22,813 | 45.07 | 560 | 50.67 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6,898 | 51.14 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14,556 | 25.96 | 357 | 31.25 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 63,933 | 6,796.76 | 1,569 | 8.59 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 17,039 | 6,798.38 | 418 | 8,260.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28,093 | 0.53 | 689 | 4.55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 106 | -15.87 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 501,777 | 0.41 | 12,554 | 6.41 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 132,037 | 6.12 | 3,240 | 10.32 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 1,575,697 | 9.33 | 38,668 | 13.63 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 649,671 | 9.06 | 15,943 | 13.35 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 38,095 | 1,071.07 | 932 | 1,125.00 |
