Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF meliputi First International Bank of Israel Ltd., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Merit Financial Group, LLC, Beese Fulmer Investment Management, Inc., Cornerstone Planning, LLC, Colony Group, LLC, Alliance Wealth Advisors, LLC /UT, Kestra Private Wealth Services, Llc, Simon Quick Advisors, Llc, FourThought Financial Partners, LLC, Moseley Investment Management Inc, Mosaic Family Wealth Partners, Llc, Moors & Cabot, Inc., Kerntke Otto McGlone Wealth Management Group, Midland Wealth Advisors Llc, Newman Dignan & Sheerar, Inc., Empower Advisory Group, LLC, MTM Investment Management, LLC, dan McIlrath & Eck, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8,556 | 32.22 | 217 | 33.13 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 67,567 | 16.58 | 1,718 | 17.28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16,612 | 2.97 | 422 | 3.69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 219,609 | 33.07 | 5,582 | 33.93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 727 | 1.25 | 18 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 150,383 | 8.43 | 3,823 | 9.23 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4,963 | 126 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 120,733 | 11.32 | 3,069 | 12.05 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 375,003 | 5.08 | 9,533 | 5.75 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 135,917 | 1.91 | 3,455 | 2.55 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 71,550 | 37.79 | 1,819 | 38.67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 245,228 | 8.67 | 6,234 | 9.35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 708,935 | 1.80 | 18 | 5.88 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 769 | 1.18 | 20 | 0.00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 22,103 | 172.47 | 562 | 175.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 24,311 | 90.35 | 614 | 93.08 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4,644 | 578.95 | 118 | 594.12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 90,047 | 6.27 | 2,289 | 6.92 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 19,595 | 0.21 | 498 | 1.01 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,017,452 | 6.45 | 25,864 | 7.12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 504,847 | 10.46 | 12,833 | 11.16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,126 | 18.11 | 1 | |||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 28,219 | 13.02 | 717 | 13.81 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 132,559 | 36.93 | 3,348 | 38.92 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,850 | 31.94 | 98 | 32.88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,231 | 27.97 | 310 | 28.63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 79,150 | 7.91 | 2,012 | 8.59 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 131,021 | 5.67 | 3,331 | 6.36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,326,215 | 4.94 | 59,132 | 5.60 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 79,165 | 89.30 | 2,012 | 90.53 | ||||
| 2025-07-02 | 13F | InvesTrust | 262,435 | 1.03 | 6,671 | 1.68 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 2,397 | 97.94 | 61 | 100.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,902 | 226 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 353 | 9 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 374,757 | 1.61 | 9,526 | 2.25 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 62,435 | 0.03 | 1,587 | 0.70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,423 | 0.76 | 138 | 1.48 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 168,983 | 4.19 | 4,296 | 4.86 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 112,534 | 19.42 | 2,861 | 20.17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,018 | 21.90 | 458 | 22.79 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 227,219 | 3.22 | 5,776 | 3.87 | ||||
| 2025-07-07 | 13F | Trust Co | 3,998 | 33.00 | 102 | 34.67 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 121,742 | 2.56 | 3,095 | 3.20 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 58,530 | 46.63 | 1,487 | 47.52 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 145,276 | 16.00 | 3,693 | 16.72 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 40,191 | 249.88 | 1,022 | 252.07 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 174,045 | 10.01 | 4,424 | 10.71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 506,366 | 22.36 | 12,872 | 23.13 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 77,766 | 15.98 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 43,498 | 0.48 | 1,106 | 1.10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 142,335 | 3,618 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 49,327 | 111.56 | 1,254 | 113.10 | ||||
| 2025-08-01 | 13F | First National Trust Co | 295,536 | 10.80 | 7,513 | 11.50 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26,026 | 0.20 | 662 | 0.76 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,395 | 71.07 | 61 | 71.43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 74,791 | 10.67 | 1,901 | 11.36 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 48,418 | 5.04 | 1,231 | 5.67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 28,703 | 4.42 | 730 | 5.04 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12,808 | 0.69 | 326 | 1.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 799,940 | 5.42 | 20,335 | 6.08 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10,731 | 273 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15,224 | 5.16 | 387 | 5.75 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 479,654 | 17.21 | 12,193 | 17.95 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 169,698 | 13.20 | 4,287 | 14.84 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1,700,074 | 3.76 | 43,216 | 4.41 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 12,983 | 330 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180,264 | 26.84 | 5 | 33.33 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,666 | 245 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 66,990 | 29.12 | 1,703 | 29.92 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 8,534 | 217 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 204,720 | 0.67 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 182,476 | 4,639 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 91,704 | 8.58 | 2,330 | 9.29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 582,469 | 0.83 | 14,806 | 1.47 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 99,008 | 3.98 | 2,517 | 4.62 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 205,942 | 9.02 | 5,227 | 9.93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13,333 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 65,938 | 43.29 | 1,668 | 44.04 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 123,330 | 5.12 | 3,115 | 6.57 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,401 | 61 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 55,087 | 1.07 | 1,400 | 1.74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 204,088 | 1.01 | 5,188 | 1.65 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 128,299 | 3,261 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 8,492 | 675.53 | 216 | 696.30 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 96,235 | 5.91 | 2,446 | 6.58 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 786 | 2.21 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7,962 | 201 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 206,648 | 9.55 | 5,253 | 10.24 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 127,826 | 42.50 | 3,249 | 43.44 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 20,880 | 1.16 | 531 | 1.73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 97,869 | 37.69 | 2,488 | 38.55 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 80,595 | 3.33 | 2,049 | 3.96 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 12,106 | 25.67 | 308 | 26.34 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 159,691 | 5.53 | 4,053 | 6.02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,616,973 | 6.79 | 41,103 | 7.46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14,299 | 363 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,411,918 | 3.57 | 35,891 | 4.23 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 46,669 | 0.60 | 1,179 | 1.99 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 331,426 | 3.64 | 8,425 | 4.30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,419 | 36 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 79,326 | 59.34 | 2,016 | 60.38 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 282 | 7 | ||||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 8,103 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,539,955 | 10.48 | 64,566 | 11.18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 46,186 | 1,174 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 611,726 | 2.19 | 15,550 | 2.84 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8,644 | 1.55 | 219 | 1.86 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 136,620 | 65.94 | 3,473 | 67.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94,220 | 2,395 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1,195 | 41.42 | 30 | 42.86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 313,069 | 13.48 | 7,958 | 14.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216,784 | 22.67 | 5,511 | 23.46 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 103,539 | 4.05 | 2,632 | 4.90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,081 | 46.91 | 180 | 48.76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 228,435 | 3.07 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1,335,052 | 4.72 | 33,937 | 5.39 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2,384,654 | 9.52 | 60,475 | 10.83 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 11,224 | 285 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,634,900 | 2,547.78 | 143 | -95.90 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 243,926 | 2.55 | 6,201 | 3.20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,217,882 | 7.72 | 81,799 | 8.40 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 117,964 | 2.00 | 2,999 | 2.64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 177,664 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 379 | 10 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 91,368 | 3.74 | 2,305 | 3.60 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,069,915 | 4.01 | 27,197 | 4.66 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 23,831 | 606 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 181,021 | 0.35 | 4,602 | 0.99 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 65,270 | 1,625 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 553,279 | 19.91 | 14,064 | 20.67 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 124,382 | 0.44 | 3,162 | 1.05 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 1,329,330 | 31.08 | 33,792 | 31.91 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 22,450 | 6.68 | 571 | 7.34 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,100,626 | 15.59 | 27,978 | 16.32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,585,429 | 1.93 | 40,293 | 2.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,048,765 | 8.23 | 102,920 | 8.92 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,233,106 | 1.75 | 31,346 | 2.39 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 34,851 | 201.22 | 886 | 203.08 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 14,282 | 43.41 | 363 | 44.62 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2,111,899 | 12.92 | 53,684 | 13.63 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 55,324 | 23.79 | 1,406 | 24.65 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 49,921 | 34.39 | 1,269 | 35.18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 956,237 | 157.30 | 24,308 | 158.94 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 52,283 | 15.81 | 1,329 | 16.58 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 201,633 | 66.10 | 5,126 | 67.16 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 923,155 | 2.53 | 23,467 | 3.18 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 237,771 | 4.89 | 6,006 | 6.41 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 128,411 | 4.45 | 3,264 | 5.12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,997 | 14.49 | 280 | 15.29 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 136,100 | 86.06 | 3,460 | 87.28 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 48,774 | 39.04 | 1,240 | 39.84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,909,424 | 4.79 | 48,538 | 5.46 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 412,682 | 10,490 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 237,870 | 6,047 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2,012 | 51 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,347 | 466 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 343,754 | 2.84 | 8,738 | 3.49 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 195,830 | 4.66 | 4,978 | 5.31 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 151,801 | 26.77 | 3,859 | 27.58 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 73,823 | 2.66 | 1,877 | 3.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 363,094 | 0.11 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,815,685 | 0.61 | 198,675 | 1.25 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 176,402 | 21.45 | 4,484 | 22.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,511 | 6.54 | 115 | 7.55 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18,649 | 0.08 | 474 | 0.85 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40,988 | 9.98 | 1,042 | 10.63 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 13,900 | 15.83 | 353 | 16.50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82,052 | 27.86 | 2,084 | 28.56 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 18,600 | 473 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 183,533 | 0.23 | 4,665 | 0.86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16,541 | 1.26 | 420 | 1.94 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 298,661 | 1.22 | 7,592 | 1.87 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 168,982 | 0.94 | 4,296 | 1.58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,287 | 3.90 | 160 | 4.61 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 157,900 | 12.10 | 4,014 | 12.82 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 807 | 20 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 141,297 | 2.44 | 3,592 | 3.07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41,915 | 6.33 | 1,065 | 7.04 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21,294 | 11.63 | 541 | 12.47 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 26,807 | 0.90 | 681 | 1.49 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12,949 | 1.16 | 329 | 1.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27,796 | 17.46 | 707 | 18.26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 9,062 | 230 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 45,356 | 8.19 | 1,153 | 8.88 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 16,788 | 0.30 | 427 | 0.95 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 68,109 | 14.09 | 1,731 | 14.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,094 | 206 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 97,990 | 11.69 | 2,491 | 12.36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19,523 | 7.29 | 496 | 8.06 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,625,859 | 11.20 | 66,947 | 11.95 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 26,818 | 0.12 | 682 | 0.74 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 966,581 | 8.69 | 24,570 | 9.38 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107,475 | 5.28 | 2,732 | 5.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 135,326 | 3.38 | 3,421 | 3.48 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,555 | 3.20 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6,167 | 0.13 | 157 | 0.65 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 605 | 1.00 | 15 | 0.00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 45,205 | 1.13 | 1,149 | 1.77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 421 | 0.72 | 11 | 0.00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39,916 | 0.42 | 1,015 | 1.00 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 46,996 | 237.03 | 1,187 | 242.07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 56,674 | 62.60 | 1,441 | 63.64 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 133,386 | 3.42 | 3,391 | 4.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 497,196 | 396.17 | 12,639 | 406.53 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66,490 | 3.75 | 1,690 | 4.45 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 35,546 | 8.09 | 904 | 8.80 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,282 | 0.01 | 770 | 0.65 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 47,776 | 0.02 | 1,214 | 0.66 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 55,838 | 33.17 | 1,419 | 33.99 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 35,337 | 7.94 | 898 | 8.72 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 8,099 | 206 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 651,849 | 1.79 | 16,570 | 2.44 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 3,064,481 | 4.97 | 77,899 | 5.63 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,113,518 | 1.34 | 28,306 | 1.98 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48,575 | 3.80 | 1,235 | 4.40 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 20,232 | 6.76 | 514 | 7.53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29,521 | 750 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 379,589 | 3.85 | 9,649 | 4.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15,888 | 36.47 | 404 | 39.45 | ||||
| 2025-07-31 | 13F | United Community Bank | 2,343 | 194.72 | 60 | 195.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 856,628 | 0.49 | 21,775 | 1.12 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 78,859 | 2.69 | 1,991 | 2.58 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71,694 | 38.46 | 1,818 | 40.17 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 22,555 | 34.87 | 573 | 35.78 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,154,589 | 2.47 | 29,350 | 3.12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7,891 | 201 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 157,719 | 76.53 | 4 | 100.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35,241 | 4.17 | 896 | 4.80 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 373,853 | 5.39 | 9,503 | 6.06 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 73,750 | 27.71 | 1,875 | 28.53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 153,710 | 79.95 | 3,907 | 81.13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16,948 | 2.00 | 431 | 2.63 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 217,327 | 1.47 | 5,524 | 2.11 |
