Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF meliputi McGuire Investment Group, LLC, Atlantic Union Bankshares Corp, Merit Financial Group, LLC, Greenline Partners, LLC, Hancock Whitney Corp, Cornerstone Planning, LLC, Beese Fulmer Investment Management, Inc., Tfo-tdc, Llc, Sequoia Financial Advisors, LLC, Pure Financial Advisors, Inc., Curbstone Financial Management Corp, L.m. Kohn & Company, Woodley Farra Manion Portfolio Management Inc, Congress Wealth Management LLC / DE /, Beacon Financial Planning, Inc, Adviser Investments LLC, McIlrath & Eck, LLC, MTM Investment Management, LLC, Assetmark, Inc, dan Choate Investment Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spinnaker Trust | 441,217 | 2.52 | 10,700 | 2.69 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 49,540 | 4.83 | 1,201 | 4.98 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,000 | 48 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 124,753 | 11.40 | 3,025 | 11.58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,265 | -7.17 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 2,755,765 | 24.23 | 66,717 | 24.95 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 207,274 | 25.01 | 5,018 | 25.76 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 48,494 | 127.11 | 1,176 | 127.71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14,477 | 0.03 | 351 | 0.29 | ||||
| 2025-08-04 | 13F | Balentine LLC | 79,197 | 0.54 | 1,921 | 0.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 75,034 | 38.96 | 1,820 | 39.17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,269,511 | 2.14 | 103,536 | 2.30 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 221,950 | 3.80 | 5,382 | 3.98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79,824 | 1,936 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156,274 | 3.18 | 3,790 | 3.36 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 58,050 | 11.91 | 1,408 | 12.11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30,243 | 16.06 | 732 | 16.19 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 81,985 | 4.85 | 1,988 | 5.07 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 7,195 | 47.08 | 174 | 47.46 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 109,080 | 10.54 | 2,645 | 10.72 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 203 | |||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,477,188 | 6.66 | 60,072 | 6.84 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 161,643 | 13.24 | 3,920 | 13.43 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136,289 | 6.21 | 3,305 | 6.37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,406,620 | 20.05 | 34,111 | 20.25 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27,519 | 0.24 | 667 | 0.45 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,507 | 0.13 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 104,993 | 22.02 | 2,546 | 22.23 | ||||
| 2025-07-02 | 13F | InvesTrust | 335,380 | 0.17 | 8,133 | 0.32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 368 | 9 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 77,630 | 15.88 | 1,883 | 16.10 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 186,732 | 0.52 | 4,528 | 0.69 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 174,569 | 14.68 | 4,233 | 14.87 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 257 | 0.78 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 16,481 | 400 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 34,707 | 50.06 | 842 | 50.45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,204 | 20.08 | 490 | 20.15 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 58,760 | 13.47 | 1,425 | 13.65 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 610,840 | 32.43 | 14,804 | 32.56 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 30,926 | 5.59 | 747 | 5.36 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 62,756 | 2.46 | 1,522 | 2.63 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 76,953 | 0.04 | 1,866 | 0.21 | ||||
| 2025-08-01 | 13F | First National Trust Co | 310,075 | 0.90 | 7,519 | 1.06 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 53,240 | 0.07 | 1,291 | 0.23 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 83,728 | 0.38 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 315,524 | 1.86 | 7,651 | 2.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 684,433 | 12.71 | 16,598 | 12.90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 413 | 10 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10,408 | 0.11 | 252 | 0.40 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 238,140 | 2.57 | 5,775 | 2.74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 27,689 | 21.36 | 671 | 21.56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 310,081 | 1.11 | 7,520 | 1.28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,054,259 | 0.73 | 26 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 468,791 | 2.02 | 11,368 | 2.19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 56,566 | 2.74 | 1,369 | 2.78 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 142,063 | 2.27 | 3,445 | 2.47 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 6,225 | -2.34 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 688,575 | 1.35 | 16,698 | 1.52 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12,899 | 1.06 | 313 | 0.97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,843 | 13.80 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 28,642 | 8.93 | 695 | 9.12 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 45,104 | 48.37 | 1,094 | 48.71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,286 | 345.86 | 80 | 364.71 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 160,582 | 15.69 | 3,888 | 16.34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 588,771 | 6.27 | 14,278 | 6.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,987 | 61.97 | 121 | 62.16 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0.00 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 81,214 | 15.95 | 1,966 | 16.61 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 233,935 | 10.01 | 5,673 | 10.18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 18,941 | 2.24 | 459 | 2.46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 836,590 | 10.98 | 20,287 | 11.17 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 61,728 | 35.89 | 1,497 | 36.12 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 67,573 | 95.72 | 1,639 | 96.17 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 803 | 19 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 91,613 | 1.36 | 2,218 | 1.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228,020 | 2.67 | 6 | 0.00 | ||||
| 2025-07-16 | 13F | Novem Group | 537,528 | 3.79 | 13,035 | 3.96 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 29,760 | 14.09 | 722 | 14.26 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 178,034 | 4,317 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 771,761 | 18,715 | 14.87 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 24,392 | 41.50 | 592 | 41.73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 183,954 | 73.07 | 4,461 | 73.38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 64,047 | 90.29 | 2 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 123,845 | 17.01 | 3,003 | 17.21 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 152,633 | 0.48 | 3,701 | 0.65 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 186,724 | 4.62 | 4,515 | 4.78 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60,311 | 5.12 | 1,463 | 5.26 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104,799 | 2.90 | 2,541 | 3.08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,623,466 | 9.55 | 63,619 | 9.74 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 40,383 | 979 | -14.27 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 63 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,913 | 71 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 800 | 19 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 217 | 0.46 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,080,952 | 0.95 | 26,213 | 1.12 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22,635 | 1.28 | 549 | 1.29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17,368 | 421 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 515 | 2.79 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,236,100 | 3.48 | 29,975 | 3.66 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21,571 | 1.06 | 523 | 1.36 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 165,825 | 17.91 | 4,021 | 18.13 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1,753,402 | 0.48 | 42,520 | 0.65 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 67,580 | 0.33 | 1,639 | 0.49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,801 | 262 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10,094 | 0.06 | 244 | 0.41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,231 | 30 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 170,879 | 0.72 | 4,139 | 0.75 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 52,156 | 4.75 | 1,263 | 5.34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 231,762 | 5,620 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 71,073 | 6.25 | 1,719 | 6.18 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,135,267 | 4.54 | 27,530 | 4.71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 73,958 | 1,793 | -4.93 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 268 | 6 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 184,146 | 4,466 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55,000 | 5.55 | 1,334 | 5.71 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 300,843 | 7,295 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 556,889 | 0.61 | 13,505 | 0.78 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 122,702 | 41.84 | 2,976 | 42.07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193,940 | 28.61 | 4,703 | 28.85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 31,833 | 0.03 | 772 | 0.13 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 224 | 3.23 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 12,864 | 312 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 328,427 | 14.69 | 7,964 | 14.89 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 17,338 | 420 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 44,980 | 91.65 | 1,091 | 91.90 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 24,050 | 583 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 249,673 | 6,055 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,064 | 13.16 | 317 | 13.26 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 673,805 | 0.30 | 16,340 | 0.46 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 103,708 | 13.60 | 2,515 | 13.76 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,076 | 2.05 | 560 | 2.19 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254,196 | 3.10 | 6,164 | 3.27 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 275,397 | 0.62 | 6,678 | 0.78 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 6,014,772 | 2,340.99 | 248 | -95.84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,414 | 196.66 | 131 | 197.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 107,124 | 3.26 | 2,598 | 3.42 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121,758 | 1.51 | 2,953 | 1.69 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 114,946 | 2.65 | 2,787 | 2.80 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 14,225 | 345 | 23.30 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13,933 | 0.69 | 338 | 0.90 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 603 | |||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,329 | -1.34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,910,616 | 10.98 | 70,582 | 11.17 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 81,920 | 3.08 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,807 | 6.53 | 577 | 6.65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 621 | 15 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,710,809 | 21.36 | 41,487 | 21.56 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 193 | 0 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8,277 | 201 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,591 | 0.45 | 305 | 0.66 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 152,663 | 3,675 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,255 | 0.16 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 11,989 | 1.78 | 291 | 1.75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,691 | 0.03 | 235 | 0.86 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 570,852 | 12.86 | 13,843 | 13.05 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 142,117 | 3,446 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 55,189 | 59.71 | 1,338 | 60.05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,041 | 40.98 | 74 | 40.38 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67,925 | 14.19 | 1,647 | 14.38 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 39,422 | 1.03 | 956 | 1.17 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1,061,738 | 2.01 | 25,747 | 2.18 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,325,063 | 2.11 | 32,133 | 2.28 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 30,555 | 191.92 | 741 | 192.49 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76,039 | 13.99 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 9,308 | 226 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 186,814 | 4.15 | 4,530 | 4.33 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 13,722 | 7.12 | 333 | 7.44 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 264,169 | 16.82 | 6,406 | 17.03 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 22,772 | 0.01 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 63,705 | 0.40 | 1,545 | 0.52 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 12,602 | 11.48 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 50,008 | 1.13 | 1,213 | 1.25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 574,305 | 3.48 | 13,927 | 3.65 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 520,027 | 12,611 | -17.67 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 27,152 | 658 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,222 | -23.19 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2,400 | 58 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 410,121 | 3.52 | 9,945 | 3.69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 245,963 | 3.68 | 5,955 | 4.27 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 131,761 | 2.68 | 3,195 | 2.87 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 40,092 | 0.07 | 972 | 0.31 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 127,195 | 12.38 | 3,084 | 12.55 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16,754 | 2.53 | 406 | 2.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 251,983 | 0.44 | 6,111 | 0.59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14,184 | 0.04 | 344 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 219,505 | 7.70 | 5,323 | 7.86 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,163 | 0.88 | 125 | 1.63 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 28,433 | 0.30 | 689 | 0.44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 235,185 | 2.19 | 5,703 | 2.35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 166,410 | 7.20 | 4,035 | 7.37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 755,162 | 9.53 | 18,313 | 9.71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,166 | 38.25 | 368 | 38.49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 723,145 | 19.91 | 17,536 | 20.11 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 97,075 | 2,354 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 48,109 | 2.45 | 1,167 | 2.64 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 621,930 | 324.14 | 15,082 | 324.82 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9,980 | 0.35 | 242 | 1.26 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24,460 | 0.17 | 593 | 0.34 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 70,952 | 1.46 | 1,713 | 1.54 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 148,846 | 2.34 | 3,610 | 2.50 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 2,932 | 183.29 | 71 | 184.00 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 185,677 | 4,503 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 33,252 | 2.62 | 806 | 2.81 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13,389 | 1.06 | 325 | 1.25 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2,500,009 | 5.15 | 60,625 | 5.33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,821,416 | 9.63 | 68,419 | 9.81 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 190,619 | 32.74 | 4,623 | 32.97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 325,701 | 2.03 | 7,898 | 2.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 759,301 | 116.02 | 18,352 | 115.68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 41,020 | 0.29 | 995 | 0.40 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,091,935 | 6.88 | 26,479 | 7.06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27,569 | 3.87 | 669 | 4.05 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,345 | 2.74 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178,281 | 21.98 | 4,323 | 22.19 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 53,421 | 0.72 | 1,295 | 0.86 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18,345 | 2.70 | 445 | 2.78 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 77,532 | 13.50 | 1,880 | 13.73 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 84,492 | 13.67 | 2,049 | 13.84 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 106,305 | 13.17 | 2,578 | 13.32 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165,711 | 34.20 | 4,018 | 34.43 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,011 | 31.85 | 97 | 32.88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 53,582 | 10.60 | 1,299 | 10.84 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 48,894 | 8.01 | 1,186 | 8.22 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 300,320 | 0.84 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 453,905 | 1.61 | 11,007 | 1.78 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 20,581 | 4.96 | 499 | 5.27 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 23,789 | 4.55 | 577 | 4.73 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 57,814 | 0.56 | 1,402 | 0.72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 876 | 21 | ||||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 12,100 | 4.31 | 293 | 4.64 | ||||
| 2025-07-31 | 13F | United Community Bank | 4,082 | 32.96 | 99 | 32.43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13,333 | 1.21 | 323 | 1.57 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 64,700 | 17.64 | 1,569 | 17.81 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,129,662 | 2.84 | 27,394 | 3.02 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45,293 | 2.56 | 1,098 | 2.71 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74,555 | 38.46 | 1,806 | 38.74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 230,443 | 9.90 | 5,588 | 10.09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 345,761 | 22.61 | 8,385 | 22.81 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 56,086 | 17.56 | 1,360 | 17.75 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 391,583 | 7.43 | 9,496 | 7.60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24,605 | 32.70 | 597 | 33.04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16,964 | 6.08 | 411 | 7.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,974,530 | 0.14 | 217,632 | 0.31 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 38,602 | 10.96 | 933 | 10.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 485,281 | 9.32 | 11,768 | 10.15 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 143,302 | 206.04 | 3,475 | 206.71 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 937,560 | 15.58 | 22,736 | 15.78 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44,851 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 63,902 | 43.63 | 1,549 | 43.87 |
