Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares International Select Dividend ETF meliputi XCOR - FundX ETF, Gimbal Financial, Marks Wealth, LLC, Meritage Portfolio Management, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Enclave Advisors LLC, bLong Financial, LLC, EWG Elevate Inc., Sovran Advisors, LLC, XRLX - FundX Conservative ETF, Gallagher Capital Advisors, LLC, XNAV - FundX Aggressive ETF, Kingstone Capital Partners Texas, LLC, Midwest Trust Co, Concord Asset Management, LLC/VA, CAPROCK Group, Inc., NDOW - Anydrus Advantage ETF, Retireful, LLC, Robertson Stephens Wealth Management, LLC, dan Barings 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 432 | 2.37 | 15 | 7.69 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 40,240 | 1,389 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64,147 | 33.81 | 2,214 | 48.82 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 42,170 | 33.15 | 4 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12,285 | 0.89 | 424 | 12.20 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 24,685 | 903 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 11,066 | 6.59 | 382 | 18.32 | ||||
| 2025-07-17 | 13F | SWS Partners | 10,843 | 0.58 | 374 | 11.98 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 61,923 | 0.91 | 2,137 | 12.24 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 263,912 | 9,108 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6,848 | 1.60 | 236 | 12.92 | ||||
| 2025-07-10 | 13F | Security National Bank | 13,697 | 1.89 | 473 | 13.19 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 7,870 | 272 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 17,360 | 0.07 | 599 | 11.34 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,273 | 9.00 | 355 | 21.23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8,698 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,079 | 3.72 | 244 | 15.64 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 309,264 | 31.89 | 10,673 | 46.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109,284 | 14.22 | 4 | 50.00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 19,756 | 682 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33,634 | 9.11 | 1,161 | 21.34 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21,062 | 2.83 | 727 | 14.33 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1,094 | 2.34 | 38 | 12.12 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 36,124 | 13.08 | 1,264 | 27.58 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 6,353 | 219 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 368,174 | 27.42 | 12,706 | 41.75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28,379 | 135.12 | 989 | 164.44 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 126 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9,622 | 10.53 | 337 | 39.83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 182,442 | 1.22 | 6,296 | 12.61 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 18,756 | 6.88 | 647 | 18.93 | ||||
| 2025-08-04 | 13F | Balentine LLC | 64,150 | 4.33 | 2,214 | 16.05 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7,560 | 7.51 | 261 | 19.27 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 416 | 106.97 | 14 | 133.33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7,678 | 0.34 | 265 | 11.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 756,009 | 31.28 | 26,090 | 46.05 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6,220 | 215 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 246,532 | 1.60 | 8,508 | 13.03 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 388,424 | 13,405 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23,100 | 38.32 | 797 | 53.86 | |||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,031 | 0.40 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | 9.09 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 6,230 | 215 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 53,532 | 26.32 | 1,847 | 40.56 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 8,560 | 1.54 | 295 | 28.26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 67,193 | 2.88 | 2,319 | 14.47 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 63 | 2 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 600 | 21 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6,106 | 211 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 71,829 | 2,479 | ||||||
| 2025-07-10 | 13F | Stolper Co | 36,691 | 0.10 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 10,482 | 2.17 | 362 | 13.52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,355 | 66.87 | 47 | 84.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14,536 | 13.74 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 43,125 | 1,488 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 24,991 | 1.38 | 862 | 12.83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,534 | 156 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13,089 | 26.44 | 452 | 40.50 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 155,640 | 2.38 | 5,371 | 13.91 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7,152 | 5.86 | 247 | 17.70 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 229,452 | 12.03 | 7,918 | 24.63 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 73,559 | 232.00 | 2,539 | 269.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,625,868 | 31.78 | 56,109 | 46.60 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 10,210 | 16.74 | 352 | 29.89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 884 | 14.66 | 31 | 25.00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6,223 | 215 | ||||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 19,358 | 33.92 | 668 | 49.11 | ||||
| 2025-08-08 | 13F | Creative Planning | 148,314 | 2.58 | 5,118 | 14.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,834,900 | 5.65 | 97,832 | 17.54 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 746,664 | 3.07 | 25,767 | 14.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 196,702 | 12.33 | 6,788 | 24.96 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19,365 | 4.82 | 668 | 16.58 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2,000 | 69 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20,707 | 90.46 | 715 | 111.87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 670,913 | 21.72 | 22,870 | 33.73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,919,999 | 11.16 | 66,259 | 23.66 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 148,556 | 5.00 | 5,127 | 16.82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 407 | 2.26 | 14 | 16.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 732,843 | 77.79 | 25 | 108.33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 89,553 | 2.25 | 3,091 | 13.77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 185,853 | 460.24 | 6,414 | 523.23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84,395 | 4,521.85 | 2,913 | 5,100.00 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 29,784 | 2.06 | 1,028 | 13.48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 219,804 | 23.56 | 7,579 | 36.54 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 59,077 | 0.59 | 2,039 | 11.92 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68,056 | 7.70 | 2,349 | 19.80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,376 | 22.76 | 220 | 36.65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 | 33.33 | 3 | 50.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 67,014 | 2,333 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 24,126 | 833 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 81,586 | 124.45 | 2,816 | 149.78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,897 | 56.89 | 756 | 74.77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,331 | 3.86 | 357 | 15.58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3,280 | 113 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,490 | 120.71 | 845 | 145.64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,861 | 168 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 109 | 1.87 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,689 | 58 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 39,737 | 2.43 | 1,371 | 13.97 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 13,006 | 39.56 | 449 | 55.02 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 46,205 | 72.43 | 1,595 | 91.82 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33,217 | 32.87 | 1,146 | 47.87 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 11,925 | 0.45 | 412 | 11.68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 504,393 | 10.54 | 17,407 | 22.98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17,715 | 9.93 | 612 | 22.44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,627 | 155.89 | 884 | 185.16 | ||||
| 2025-08-12 | 13F | Barings Llc | 25,989 | 897 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 529,934 | 3.20 | 18,288 | 14.82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74,645 | 2.12 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 425,924 | 19.51 | 14,699 | 32.19 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 38,576 | 7.23 | 1,331 | 19.37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 154 | 5 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 222,794 | 0.68 | 7,689 | 12.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13,729 | 0.01 | 474 | 11.29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,058 | 0.13 | 382 | 11.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,402,310 | 11.21 | 48,394 | 23.73 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1,232,000 | 37.19 | 42,516 | 52.63 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 37,345 | 3.61 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 9,880 | 100.00 | 341 | 122.22 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,015 | 1.28 | 104 | 13.04 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 371,470 | 12,819 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 31,250 | 2.84 | 1,078 | 14.44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19,826 | 11.60 | 543 | -1.63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,054 | 2.09 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55,788 | 1.82 | 1,925 | 13.30 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 314,135 | 2.96 | 10,841 | 14.54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,141,109 | 15.02 | 39,380 | 27.96 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 44,582 | 0.01 | 1,539 | 11.29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,759,213 | 39.67 | 129,730 | 55.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12,135 | 418 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91,688 | 32.25 | 3,164 | 47.16 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7,532 | 14.89 | 260 | 27.59 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 30,993 | 76.32 | 1,070 | 96.15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10,962 | 378 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,947,824 | 1.12 | 137,315 | 13.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 126,465 | 33.76 | 4,364 | 48.84 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 13,463 | 0.18 | 465 | 11.54 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 65,790 | 0.05 | 2,270 | 11.33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 19 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 321,222 | 11,085 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 21,641 | 747 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 39,374 | 4.08 | 1,359 | 15.77 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,300 | 217 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,100 | 38 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 26,383 | 910 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 17,147 | 14.43 | 592 | 27.37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 113,032 | 4.87 | 3,901 | 16.66 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 6,264 | 216 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 8,500 | 293 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,794,652 | 0.63 | 165,458 | 11.95 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,140 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16,600 | 573 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11,938 | 11.14 | 412 | 23.42 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8,973 | 3.38 | 310 | 14.87 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18,974 | 1.09 | 655 | 12.37 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22,975 | 7.08 | 793 | 19.10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 363,566 | 45.46 | 12,547 | 61.82 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11,409 | 0.51 | 394 | 11.65 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 41,332 | 147.08 | 1,426 | 175.29 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 97,619 | 0.39 | 3,369 | 11.67 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 110,876 | 3,826 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,975 | 21.79 | 448 | 35.45 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,636 | 56 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19,308 | 1.10 | 666 | 12.50 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7,174 | 248 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 23,620 | 815 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 124,153 | 4,285 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 80,218 | 2,595.50 | 2,875 | 3,025.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 540,286 | 5.28 | 18,645 | 17.12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38,351 | 270.58 | 1,323 | 310.87 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 56,210 | 1.12 | 1,940 | 12.47 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 13,517 | 46.54 | 466 | 62.94 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 93,224 | 3,217 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 432,992 | 66.92 | 15 | 75.00 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 14,801 | 1.77 | 511 | 13.08 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,259 | 216 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6,291 | 217 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 161,313 | 20.40 | 5,546 | 32.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35,951 | 52.30 | 1,241 | 69.40 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 30,510 | 1,053 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 442,463 | 210.72 | 15,269 | 245.69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 538,766 | 3.34 | 18,593 | 14.96 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15,021 | 518 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,109,166 | 19.75 | 72,787 | 33.22 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 14,642 | 63.40 | 505 | 82.31 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 86,748 | 2.32 | 2,994 | 13.85 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 24,224 | 79.78 | 836 | 100.24 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2,732 | 2.59 | 94 | 27.03 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10,121 | 349 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 20,747 | 27.34 | 716 | 41.58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10,908 | 20.22 | 376 | 33.81 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6,388 | 220 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4,064 | 0.87 | 140 | 12.90 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 47,000 | 1,622 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 50,776 | 6.29 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 80,298 | 12.60 | 2,771 | 25.27 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11,900 | 411 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,008 | 2.34 | 35 | 13.33 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 6,328 | 218 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10,049 | 18.57 | 347 | 32.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 25,883 | 52.25 | 893 | 69.45 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 241,627 | 4.48 | 8 | 14.29 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6,166 | 213 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 23,590 | 814 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 7,491 | 0.89 | 259 | 12.17 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 65,770 | 2,270 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 60,234 | 72.82 | 2,079 | 92.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 883,947 | 5.31 | 30,505 | 17.16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 147 | 5 | ||||||
| 2025-08-27 | NP | XCOR - FundX ETF | 463,440 | 15,993 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16,438 | 51.66 | 567 | 68.75 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 6,507 | 229 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,254 | 0.72 | 43 | 13.16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 255,951 | 1.71 | 8,833 | 13.16 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 114,428 | 3,872 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 987,372 | 15.69 | 34,074 | 28.71 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 8,337 | 288 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47,077 | 10.70 | 1,625 | 23.12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,182 | 5.97 | 179 | 17.88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 165,880 | 18.25 | 5,725 | 31.56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,017,165 | 0.84 | 242,162 | 12.19 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11,250 | 27.12 | 388 | 41.61 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 40,411 | 4.51 | 1,395 | 16.26 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,899 | 66 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 13,902 | 446.25 | 480 | 514.10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,417,221 | 15.84 | 428,518 | 28.87 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 92,477 | 21.58 | 3,191 | 35.27 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8,657 | 299 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 683 | 2.55 | 24 | 15.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,500 | 52 | ||||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 6,290 | 227 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,172 | 75 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 407,938 | 2,535.60 | 14,078 | 2,832.71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,907,986 | 9.23 | 100,370 | 21.54 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 184,141 | 76.24 | 6,355 | 96.05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96,680 | 0.02 | 3,336 | 11.27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 2 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 30,004 | 19.99 | 1 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 12,652 | 2.33 | 437 | 13.84 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7,088 | 245 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 119,250 | 519.48 | 4,115 | 589.28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 262,194 | 296.64 | 9,048 | 341.37 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 99,520 | 2.62 | 3,434 | 14.16 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 321,069 | 0.96 | 11,080 | 12.33 | ||||
| 2025-07-29 | 13F | Creekside Partners | 22,341 | 0.54 | 771 | 11.90 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 6,400 | 221 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 50,897 | 1,804 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 749,392 | 25,862 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,594 | 297 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 16,175 | 114.92 | 558 | 139.48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16,690 | 576 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,019 | 0.25 | 139 | 11.29 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 40,240 | 20.74 | 1,389 | 34.37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 | 2 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10,225 | 16.34 | 353 | 29.41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198,803 | 41.72 | 6,861 | 57.66 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15,614 | 539 | ||||||
| 2025-08-13 | 13F | bLong Financial, LLC | 75,956 | 2,622 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 100 | 3 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14,120 | 487 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 17,697 | 1.00 | 611 | 12.34 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 372,690 | 12,862 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 296 | 2.07 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 219,836 | 7,587 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18,544 | 1.38 | 640 | 12.70 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 43,260 | 1 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23,608 | 16.62 | 815 | 29.82 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 57,366 | 0.29 | 1,980 | 11.56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30,925 | 1,067 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 30,510 | 1,053 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 29,117 | 2.22 | 1,005 | 13.70 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,173,562 | 0.73 | 40,499 | 12.06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23,888 | 339.04 | 824 | 390.48 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8,449,522 | 3,243.64 | 242 | -96.91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 249,460 | 173.39 | 8,609 | 204.17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 16,613 | 5.80 | 573 | 17.66 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2,076 | 2.32 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 244,714 | 4.81 | 8,445 | 16.61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 45,554 | 8.97 | 1,572 | 21.30 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16,968 | 117.20 | 610 | 146.56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,192 | 0.70 | 248 | 12.22 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7,180 | 248 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,699 | 4.36 | 369 | 16.04 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5,820 | 201 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 75,007 | 3.96 | 2,588 | 15.69 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 16,014 | 2.69 | 553 | 14.29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 98,838 | 3.34 | 3,547 | 19.59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,340 | 25.26 | 840 | 39.37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26,208 | 2.10 | 904 | 13.57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79,138 | 15.80 | 2,731 | 28.88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 39,236 | 1,217 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,514 | 654.53 | 1,950 | 740.52 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 97,030 | 28.04 | 3,349 | 61.43 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 14,486 | 17.15 | 500 | 30.29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,137 | 221 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 980 | 44.12 | 34 | 57.14 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6,322 | 218 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42,212 | 8.41 | 1,457 | 20.63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 5 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,796 | 235 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,491,273 | 53.19 | 85,974 | 70.43 |
