Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core MSCI Europe ETF meliputi Arista Wealth Management, LLC, Tanager Wealth Management LLP, XRLX - FundX Conservative ETF, VisionPoint Advisory Group, LLC, Robertson Stephens Wealth Management, LLC, LOM Asset Management Ltd, B&l Asset Management Llc, Custom Index Systems, Llc, Hutchinson Capital Management/ca, Kingswood Wealth Advisors, Llc, Swmg, Llc, Two West Capital Advisors LLC, TD Waterhouse Canada Inc., Signature Estate & Investment Advisors Llc, Arkadios Wealth Advisors, Dover Advisors, Llc, Brian Low Financial Group, Llc, Actinver Wealth Management, Inc., Concurrent Investment Advisors, LLC, dan Sovran Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-03 | 13F | Invst, LLC | 30,184 | 151.43 | 1,816 | 180.09 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 125 | 8 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4,851 | 326 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3,568 | 5.53 | 236 | 16.26 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 89,013 | 104.44 | 5,912 | 125.82 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21 | 5.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 99,914 | 0.78 | 6,614 | 10.92 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7,822 | 26,872.41 | 518 | 51,600.00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8,645 | 572 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800,105 | 19.74 | 52,967 | 31.79 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22,009 | 1,457 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7,404 | 581.14 | 490 | 653.85 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14,320 | 0.11 | 922 | 7.09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12,705 | 1.96 | 841 | 12.28 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 174,712 | 5.74 | 11,566 | 16.37 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,211 | 19.33 | 544 | 31.48 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4 | 0 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 38,500 | 2,549 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 740 | 255.77 | 49 | 308.33 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 984 | 65 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 3,122 | 207 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,157 | 64.00 | 474 | 80.53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 54,971 | 50.61 | 3,639 | 65.79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,978 | 93.50 | 197 | 114.13 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3,918 | 259 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 997,863 | 83.57 | 66,059 | 102.04 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,668 | 32.42 | 576 | 46.31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,253 | 1.44 | 149 | 8.76 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 613 | 41 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 452,751 | 7.57 | 29,972 | 18.39 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 39,916 | 2,642 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43,085 | 25.84 | 2,852 | 38.51 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 521,984 | 28.98 | 34,555 | 25.60 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 4,298 | 3.37 | 286 | 17.28 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5,006 | 4.40 | 331 | 14.93 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 23,829 | 1.44 | 1,577 | 11.69 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 65,583 | 5.28 | 4,342 | 15.88 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7,021 | 14.31 | 465 | 25.75 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 51,682 | 117.14 | 3,421 | 139.06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 357 | 24 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,044,877 | 0.66 | 69 | 11.29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 119 | 8 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7,957 | 526 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 115,851 | 7,669 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7,209 | 7.42 | 477 | 18.36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 723 | 1.12 | 48 | 9.30 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 315,935 | 1,330.28 | 20,915 | 1,474.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,509,793 | 15.67 | 232,348 | 27.31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 436,285 | 92.21 | 28,882 | 111.56 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 107,211 | 2.86 | 6,449 | 8.72 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25,343 | 13.92 | 1,678 | 23.95 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 59,276 | 376.57 | 3,924 | 424.60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,449 | 361 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,866 | 1.06 | 322 | 11.42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 769 | 196.91 | 51 | 233.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,665,298 | 1.89 | 375,034 | 12.13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73,080 | 10.31 | 4,838 | 21.38 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18,562 | 9.67 | 1,229 | 20.63 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,531,567 | 0.40 | 101,390 | 9.33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 715,002 | 2.12 | 47,333 | 12.39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3,539 | 234 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 143 | 2.14 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 405 | 27 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,677 | 13.13 | 376 | 24.58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 102,713 | 7 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,716,979 | 26.21 | 113,664 | 38.90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 94,111 | 188.07 | 6,230 | 217.05 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81 | 22.73 | 5 | 66.67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 202,044 | 23.91 | 13 | 44.44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28,692 | 21.20 | 1,899 | 33.45 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 466,657 | 20.15 | 30,893 | 32.24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,129 | 1.16 | 406 | 11.26 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,200 | 212 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20,908 | 27.85 | 1,384 | 40.79 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 780 | 52 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 347,748 | 31.60 | 22,964 | 44.62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9,377 | 10.20 | 628 | 20.11 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 3,023 | 200 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 237,598 | 13.57 | 15,729 | 24.99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,211 | 121.39 | 1,801 | 143.71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56,375 | 2.87 | 3,732 | 13.23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 282,131 | 19 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 803 | 53 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,017 | 23.35 | 663 | 35.86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,409 | 39.01 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 112,263 | 14.31 | 7,432 | 40.18 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,578 | 4.95 | 369 | 15.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247,556 | 14.11 | 16,388 | 25.59 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,072 | 13.45 | 667 | 24.72 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,632 | 373 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,515 | 3.90 | 564 | 14.43 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13,542 | 896 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 469 | 28.14 | 31 | 40.91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14,350 | 6.89 | 950 | 17.60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20,012 | 88.44 | 1,325 | 107.20 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 361,485 | 3.46 | 24 | 9.52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 51,008 | 4.09 | 3,377 | 14.56 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 29,290 | 54.83 | 1,939 | 70.45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170,040 | 2.24 | 11,257 | 12.51 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 8,443 | 7.98 | 559 | 18.72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,839 | 23.57 | 519 | 35.96 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 3,986 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,668 | 243 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 224,406 | 35.60 | 15 | 55.56 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 9,547 | 79.22 | 632 | 97.50 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5,082 | 336 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | -28.57 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 187,991 | 0.57 | 12 | 9.09 | ||||
| 2025-08-13 | 13F | Amundi | 167,088 | 6.57 | 11,080 | 18.37 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,282 | 283 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 71 | 5 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,018 | 228.58 | 1,259 | 261.49 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12,380 | 1.06 | 820 | 11.28 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,049 | 202 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 10,980 | 1 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10,831 | 39.75 | 717 | 53.86 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25,926 | 11.05 | 1,716 | 22.22 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,163 | 209 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3,580 | 238 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14,328 | 51.68 | 949 | 86.25 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 274,466 | 6,520.02 | 4 | -98.39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6,158 | 3.15 | 408 | 13.37 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7,860 | 10.42 | 520 | 21.50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11,584 | 6.36 | 767 | 16.95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,420 | 226 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18,405 | 33.03 | 1,220 | 46.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,941 | 12.85 | 195 | 24.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4,930 | 7.17 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 15,916 | 124.93 | 1,054 | 147.76 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 3,741 | 248 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 18 | 800.00 | 1 | |||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 5,835 | 386 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23,526 | 67.18 | 1,557 | 84.70 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 3,062 | 203 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9,816 | 0.08 | 659 | 14.63 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 3,431 | 1.81 | 227 | 12.38 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 83,159 | 556.66 | 5,505 | 623.39 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 29,320 | 24.81 | 1,941 | 37.46 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 23,688 | 1,568 | ||||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 3,208 | 212 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 18,460 | 1,222 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 10,370 | 9.09 | 686 | 20.14 | ||||
| 2025-08-05 | 13F | Industrial Alliance Investment Management Inc. | 88,002 | 1.90 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 33,685 | 512.45 | 2,230 | 575.45 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 37,294 | 2,469 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 367 | 424.29 | 24 | 500.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,418 | 6.81 | 888 | 17.62 | ||||
| 2025-08-08 | 13F | Creative Planning | 215,757 | 10.18 | 14,283 | 21.26 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24,695 | 23.70 | 1,635 | 36.17 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3,797 | 251 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11,767 | 39.78 | 779 | 72.12 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4,066 | 221.17 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,151 | 275 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158,488 | 3.67 | 10,492 | 14.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7,994 | 1.96 | 529 | 12.31 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 25,000 | 5.17 | 1,653 | 15.68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3,579 | 236 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 3,166 | 210 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 228,774 | 4.71 | 15,138 | 10.76 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 109,482 | 6.27 | 7,248 | 16.94 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 475,630 | 0.98 | 31,487 | 11.14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 126,409 | 103.36 | 8,320 | 122.55 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 393 | 26 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4,003 | 1.96 | 265 | 12.29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4,317 | 285 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,897 | 40.98 | 655 | 55.21 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,207 | 26.79 | 477 | 39.88 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3,466,289 | 21.72 | 229 | 33.92 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 238,542 | 24.44 | 15,791 | 56.53 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 5,096 | 337 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25,566 | 192.05 | 1,692 | 221.67 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 62,432 | 4.57 | 4,133 | 15.07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38,272 | 7.68 | 2,538 | 18.72 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3,049 | 202 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 29,370 | 6.68 | 1,944 | 17.39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,475 | 9.23 | 627 | 20.35 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 19,826 | 1,312 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,954,178 | 4.38 | 592,767 | 14.88 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 9,816 | 650 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 204,231 | 181.73 | 13,520 | 210.09 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 358 | 34.08 | 24 | 43.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 253,414 | 211.55 | 15,730 | 221.46 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 3,909 | 259 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 50,665 | 3,354 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 105,572 | 4.24 | 6,989 | 14.73 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 29,336 | 30.02 | 1,942 | 43.11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,347 | 0.89 | 354 | 11.01 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12,391 | 3.03 | 820 | 13.42 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 25,352 | 12.61 | 1,678 | 30.81 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,977,837 | 9.33 | 130,933 | 20.33 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 49,397 | 24.21 | 3,270 | 36.71 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 119 | 0.85 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,167 | 77 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 85,986 | 3.66 | 5,692 | 14.09 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9,525 | 631 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3,374 | 223 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1,579 | 30.28 | 105 | 44.44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,169 | 210 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 39,782 | 21.24 | 2,632 | 33.40 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11,334 | 0.30 | 750 | 10.46 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 105,157 | 6.61 | 6,961 | 17.35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,013 | 266 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 422,719 | 48.90 | 27,984 | 63.87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 22,692 | 7.04 | 1,502 | 17.80 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 51,433 | 0.97 | 3,405 | 11.10 | ||||
| 2025-08-14 | 13F | FIL Ltd | 199,902 | 0.28 | 13,234 | 10.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,097,196 | 1.00 | 205,034 | 11.16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14,624 | 968 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69,158 | 48.39 | 5 | 100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,215 | 0.26 | 544 | 10.37 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 355,120 | 43.25 | 23,509 | 57.66 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,183 | 211 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23,248 | 2.42 | 1,539 | 12.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,565 | 2.54 | 302 | 13.11 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 26 | 2 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,391 | 15.84 | 357 | 41.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,207 | 47.33 | 410 | 60.16 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13,032 | 5.99 | 863 | 16.64 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3,874 | 0.31 | 256 | 10.34 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7,379 | 8.56 | 488 | 19.61 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24,532 | 1.67 | 1,624 | 11.92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,508 | 2.04 | 365 | 12.35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16,946 | 1.30 | 1,122 | 11.43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 413 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,739 | 3.76 | 115 | 15.00 |
