Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF meliputi Cliftonlarsonallen Wealth Advisors, Llc, Keebeck Wealth Management, LLC, Tobias Financial Advisors, Inc., Evoke Wealth, Llc, LRI Investments, LLC, Ieq Capital, Llc, HORAN Wealth, LLC, Texas Capital Bank Wealth Management Services Inc, Exchange Traded Concepts, Llc, Plotkin Financial Advisors, LLC, LongView Wealth Management, Beacon Financial Advisory LLC, Lantern Wealth Advisors, LLC, TCI Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, Talon Private Wealth, LLC, Harbor Asset Planning, Inc., Investment Counsel Co Of Nevada, Strategic Wealth Partners, Ltd., dan Kilter Group LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 269,640 | 7.93 | 32,729 | 19.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 283 | 34 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 214,400 | 0.67 | 26,024 | 11.00 | ||||
| 2025-09-03 | 13F | American Trust | 10,671 | 1,295 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 385 | 18.46 | 47 | 31.43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 145,164 | 2.08 | 17,620 | 12.56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,071,101 | 6.10 | 130,010 | 16.99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,600 | 84.00 | 558 | 102.91 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 180,523 | 2.93 | 21,912 | 13.49 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,272 | 160 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 160,565 | 2.87 | 19,489 | 13.43 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 298,978 | 55.06 | 36,290 | 70.97 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2,800 | 340 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 225 | 27 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 270 | 33 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,427 | 3.39 | 8 | 16.67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 321,942 | 1.27 | 39,077 | 11.66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 250,514 | 1,113.79 | 30,407 | 1,238.93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 457 | 75.10 | 55 | 96.43 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 17,323 | 5.40 | 2,103 | 16.20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,599,651 | 5.54 | 680 | 16.27 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25,925 | 8.26 | 3,147 | 19.35 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,807,277 | 0.94 | 219,367 | 11.30 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,429 | 416 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 233 | 42.94 | 28 | 64.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 382 | 46 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 40,762 | 1.35 | 4,948 | 11.75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,443 | 1.60 | 1,996 | 7.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 836,846 | 24.39 | 101,576 | 37.16 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 852,241 | 4.00 | 103,442 | 14.67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,006,474 | 3.66 | 364,926 | 14.30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,993 | 7.04 | 727 | 18.02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 590 | 0.17 | 72 | 10.94 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 266 | 32 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 40 | 566.67 | 5 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 16,319 | 42.20 | 1,981 | 56.77 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1,794 | 218 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,962 | 30.63 | 238 | 44.24 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 96,856 | 1.96 | 11,756 | 12.43 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,784 | 7.93 | 459 | 19.22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2,699 | 2.35 | 328 | 12.76 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103,768 | 55.07 | 12,595 | 70.99 | ||||
| 2025-08-14 | 13F | Fmr Llc | 86,063 | 1.72 | 10,446 | 12.17 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5,571 | 2.56 | 613 | -2.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,741 | 2.83 | 454 | 13.50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,626 | 97.01 | 2,382 | 117.34 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1,977 | 0.05 | 240 | 10.14 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2,895 | 0.07 | 351 | 10.38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 115,855 | 801.31 | 14,062 | 894.48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,538 | 66.10 | 429 | 83.33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 244 | 10.91 | 30 | 20.83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 350,073 | 3.01 | 42,492 | 13.58 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75,040 | 13.96 | 9,037 | 24.68 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14,116 | 3.09 | 1,713 | 13.67 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4,063 | 11.04 | 508 | 33.42 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 33,647 | 0.30 | 4,084 | 10.62 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 472,118 | 6.68 | 57,306 | 17.63 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10,423 | 0.23 | 1,265 | 10.58 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 2,237 | 0.27 | 272 | 10.61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168,093 | 7.70 | 20,403 | 18.75 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 51 | 6 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 22,656 | 30.82 | 2,750 | 44.28 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 24,508 | 4.60 | 2,975 | 15.32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,118 | 1.80 | 512 | 15.06 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10,931 | 9.49 | 1,327 | 20.66 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18,091 | 277.92 | 2,196 | 317.30 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,668 | 0.70 | 2,630 | 11.06 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 38,560 | 5.04 | 4,680 | 15.81 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,654 | 201 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1,090 | 132 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 513,062 | 0.83 | 62,276 | 11.18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,463,502 | 3.11 | 541,780 | 13.69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 587 | 2.44 | 71 | 12.70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,593 | 14.78 | 679 | 26.49 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4,853 | 589 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4,268 | 518 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,126 | 82.21 | 744 | 100.81 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 874 | 52.00 | 106 | 70.97 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4,305 | 8.99 | 523 | 20.28 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11,106 | 63.59 | 1,348 | 80.46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 821 | 100 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 82,114 | 463.00 | 9,967 | 520.93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 389,200 | 9.10 | 47,241 | 20.30 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 37,926 | 4,604 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,693 | 0.63 | 1,327 | 13.43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 10.57 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,261 | 1.69 | 881 | 12.23 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,727 | 0.02 | 574 | 10.19 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 4,330 | 526 | ||||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 340,182 | 9.11 | 41 | 20.59 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,308 | 2.17 | 909 | 17.31 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 360,800 | 29.82 | 43,794 | 43.15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 9,704 | 1,178 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 154,010 | 14.02 | 18,694 | 25.73 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 21,942 | 0.28 | 2,663 | 10.59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 936,162 | 4.16 | 113,631 | 14.85 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 107,427 | 1.30 | 13,040 | 11.70 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9,656 | 3.86 | 1,172 | 14.57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,483,208 | 0.96 | 665,552 | 11.32 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35,724 | 2.89 | 4,336 | 13.45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2,360 | 0.08 | 286 | 10.42 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,191 | 0.05 | 266 | 10.37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,423 | 13.83 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,021 | 43.47 | 6 | 50.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,061 | 341.89 | 493 | 387.13 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 392 | 0.26 | 48 | 9.30 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 798,650 | 7.34 | 96,940 | 18.36 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,563 | 203.19 | 1,282 | 234.73 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1,799 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 158,848 | 82.98 | 19,281 | 101.78 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41,052 | 9.52 | 4,992 | 21.26 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,196 | 8.49 | 388 | 19.44 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 125 | 0.81 | 15 | 15.38 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 646 | 86.17 | 78 | 105.26 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24,453 | 1.42 | 2,968 | 11.83 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 687 | 83 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 51,791 | 9.55 | 5,701 | 4.70 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,691 | 205 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 45,200 | 11.03 | 5,486 | 22.43 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 24,170 | 2,934 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16,665 | 0.04 | 2,023 | 10.31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,140 | 7.94 | 381 | 19.06 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52,079 | 0.01 | 6,321 | 10.28 | ||||
| 2025-08-19 | NP | GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional | 345,385 | 5.02 | 41,923 | 15.80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,195 | 3.50 | 9,370 | 14.12 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73,855 | 0.18 | 8,964 | 10.46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242,264 | 13.66 | 29,406 | 19.78 | ||||
| 2025-08-14 | 13F | Family Management Corp | 96,907 | 3.93 | 11,763 | 14.59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,531 | 2,978 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 179,519 | 12.34 | 21,790 | 18.40 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140,252 | 15,747.68 | 17,024 | 17,449.48 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,797 | 2.32 | 1,189 | 12.81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,501 | 8.13 | 304 | 19.29 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141 | 0.71 | 17 | 13.33 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,531 | 307 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 47,250 | 5.37 | 5,735 | 16.19 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 13 | 2 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,736 | 154.17 | 211 | 180.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,187 | 6.82 | 630 | 17.79 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 10,935 | 1.94 | 1,327 | 12.46 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 58,662 | 3.49 | 7,120 | 14.12 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 31,008 | 0.07 | 3,764 | 10.35 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,742 | 0.42 | 576 | 10.79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61,637 | 27.52 | 7,482 | 40.62 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 439,959 | 80.68 | 53,448 | 99.40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 46,678 | 4.95 | 5,666 | 15.71 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15,114 | 100.66 | 1,835 | 121.23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,069,380 | 0.49 | 372,561 | 10.80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,900 | 46.89 | 473 | 61.99 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 427,800 | 8.77 | 51,926 | 19.94 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 134,025 | 2.20 | 16,268 | 12.70 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27,629 | 3,354 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,870 | 7.85 | 348 | 19.18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,579 | 22.40 | 920 | 34.95 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 9,602 | 13.14 | 1,165 | 24.33 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3,883 | 38.88 | 471 | 53.42 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3,923 | 11.54 | 476 | 23.00 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 137,088 | 0.29 | 16,640 | 10.58 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 811,380 | 1.28 | 98,485 | 11.68 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13,498 | 21.99 | 1,638 | 34.48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6,777 | 1.35 | 823 | 11.84 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 14,431 | 0.78 | 1,752 | 11.10 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 558,807 | 0.01 | 67,828 | 10.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,136,561 | 0.65 | 137,956 | 10.98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,241 | 0.58 | 636 | 10.99 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 2,030 | 246 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,713 | 1 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 52,384 | 5.13 | 6,358 | 15.92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,778 | 0.88 | 1,187 | 11.15 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 4,929 | 104.18 | 598 | 125.66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143,712 | 1.40 | 17,444 | 11.81 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,255 | 0.27 | 274 | 10.53 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,146 | 18.99 | 746 | 31.34 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,103 | 32.75 | 1,955 | 46.37 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 613 | 0.16 | 74 | 10.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 6,770 | 11.50 | 822 | 22.90 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 10,687 | 1,297 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 1,871 | 227 | ||||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 60,486 | 76.53 | 7,342 | 94.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66,641 | 145.47 | 8,089 | 170.68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 60,195 | 19.53 | 7,268 | 31.94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,534 | 3.37 | 4,070 | 13.97 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,371 | 111.08 | 409 | 133.71 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,485 | 1.42 | 787 | 11.95 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,815 | 4.47 | 706 | 15.20 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 41,739 | 353.93 | 5,066 | 399.61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 541,738 | 1.77 | 65,756 | 12.22 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 70,998 | 2.68 | 8,618 | 13.22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14,077 | 2.97 | 1,709 | 13.56 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13,360 | 16.45 | 1,471 | 46.85 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,225 | 29.83 | 391 | 43.22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21,387 | 13.58 | 2,596 | 25.29 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 26,577 | 4.38 | 3,226 | 15.10 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 325 | 61.69 | 39 | 77.27 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,150 | 12.97 | 140 | 24.11 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,632 | 441 | ||||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 4,221 | 512 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 347 | 0.29 | 42 | 10.53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 559,083 | 0.26 | 68 | 9.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 113,504 | 1.99 | 13,777 | 12.47 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,241 | 4.18 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 181,448 | 2.37 | 22,024 | 12.88 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4,940 | 30.38 | 600 | 43.65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,506 | 547 | ||||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 122,901 | 2.88 | 14,918 | 13.44 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,890 | 8.93 | 1,104 | 22.83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 702 | 0.14 | 85 | 10.39 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27,211 | 840.26 | 3,303 | 938.36 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13,349 | 1.51 | 1,620 | 11.96 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 5,434 | 19.35 | 660 | 31.54 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 6,749 | 0.21 | 820 | 10.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22,853 | 2.40 | 2,774 | 12.91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,103 | 97.41 | 1,955 | 117.84 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2,012 | 247 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,304 | 2.26 | 2,100 | 12.78 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39,271 | 101.77 | 4,767 | 112.67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,803 | 219 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 47,379 | 24.36 | 5,751 | 37.13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1,670 | 0.24 | 203 | 10.38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,896 | 230 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | 26 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,849 | 22.86 | 224 | 35.76 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3,827 | 0.03 | 465 | 10.21 | ||||
| 2025-07-18 | 13F | Vicus Capital | 12,315 | 15.64 | 1,495 | 27.47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,491,025 | 2.28 | 302,361 | 12.78 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 200 | 24 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,169,436 | 7.69 | 263,326 | 18.75 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 87 | 11 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 39,145 | 30.11 | 4,751 | 43.49 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 452 | 120.49 | 55 | 145.45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,797 | 218 | ||||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 130,453 | 9.10 | 15,834 | 20.29 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,100 | 148.88 | 740 | 175.09 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 172 | 0.58 | 21 | 5.26 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 24,256 | 3.36 | 2,944 | 13.98 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 78,023 | 8.51 | 9,470 | 19.65 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 107,325 | 4.37 | 13,412 | 25.40 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,529 | 0.14 | 671 | 10.54 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 651,531 | 3.08 | 79,083 | 13.66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 235 | 30.56 | 0 |
