Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Expanded Tech Sector ETF meliputi Vantage Financial Partners, LLC, Kovitz Investment Group Partners, LLC, Northstar Advisory Group, LLC, Paragon Advisors, LLC, Arete Wealth Advisors, LLC, Partners Capital Investment Group, Llp, Keel Point, LLC, Summit Financial, LLC, Lido Advisors, LLC, Duncan Williams Asset Management, LLC, Founders Financial Securities Llc, Glenmede Investment Management, LP, Quantinno Capital Management LP, Accurate Wealth Management, LLC, Vivaldi Capital Management, LLC, 5T Wealth, LLC, Group One Trading, L.p., Jane Street Group, Llc, Betterment LLC, dan BCJ Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 22,764 | 11.15 | 2,557 | 37.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,438 | 18.50 | 499 | 46.90 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14,400 | 12.59 | 1,618 | 39.52 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1,907 | 214 | ||||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 94,128 | 39.86 | 10,574 | 73.29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 506 | 0.20 | 57 | 24.44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21,820 | 129.18 | 2 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,727 | 30.18 | 419 | 61.39 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 78,614 | 113.47 | 8,831 | 164.48 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,529,365 | 32.41 | 171,809 | 64.05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 690,196 | 8.32 | 77,530 | 34.17 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,502 | 10.68 | 393 | 37.41 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 11,400 | 78.12 | 1,281 | 120.69 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8,767 | 0.02 | 985 | 23.93 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 33,206 | 11.87 | 3,011 | -0.66 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 32,375 | 51.48 | 3,637 | 87.76 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 325 | 0 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3,776 | 427 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48,878 | 4.79 | 5,491 | 29.84 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 33,132 | 21.67 | 3,722 | 50.75 | ||||
| 2025-06-26 | NP | USSCX - Science & Technology Fund Shares | 52,545 | 43.69 | 4,867 | 26.75 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,127 | 3.83 | 913 | 28.77 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 250 | 28 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 488,814 | 13.88 | 55 | 42.11 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 7,105 | 2.75 | 798 | 27.48 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 88,976 | 10.74 | 9,996 | 37.20 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 3,654 | 0.05 | 411 | 23.87 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 1,986 | 223 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 188,571 | 0.49 | 21 | 23.53 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 5,372 | 2.81 | 603 | 27.48 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,044 | 37.96 | 679 | 69.08 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 208,061 | 91.16 | 23,374 | 136.86 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,273 | 8.27 | 368 | 33.94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,392 | 493 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,837 | 24.08 | 993 | 53.80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,245 | 4.52 | 589 | 29.74 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,375 | 1.51 | 1,278 | 25.69 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 14,523 | 11.03 | 1,632 | 37.64 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 98,432 | 3.29 | 11,058 | 27.97 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,178 | 245 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 63,229 | 305.99 | 7,103 | 347.01 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,093 | 75.73 | 235 | 119.63 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 4,285 | 27.61 | 481 | 58.22 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 77 | 22.58 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 218,882 | 11.66 | 24,590 | 38.34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13,308 | 1.71 | 1,584 | 30.61 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,137 | 465 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17,609 | 22.23 | 1,978 | 51.45 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3,122 | 351 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 32,482 | 3.43 | 3,649 | 28.17 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 18,562 | 0.36 | 2,085 | 24.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,133 | 801 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2,348 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,387 | 117.74 | 605 | 170.09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 27,442 | 3,083 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 1,929 | 217 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 51,731 | 4.00 | 5,811 | 28.88 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2,280 | 256 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,056 | 151.17 | 516 | 183.52 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,204 | 0.08 | 134 | 22.02 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1,847 | 207 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3,595 | 404 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10,561 | 0.95 | 1,186 | 25.11 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,185 | 5.76 | 1,594 | 31.00 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 273,334 | 5.41 | 30,706 | 30.60 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,582 | 41.70 | 1,076 | 75.53 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,679 | 41.41 | 638 | 75.00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2,064 | 232 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,893 | 437 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 73,665 | 4.31 | 8,276 | 29.24 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,273 | 327.18 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7 | 1 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,255 | 366 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 907,585 | 0.66 | 101,958 | 24.72 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,881 | 15.85 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,295 | 70.44 | 483 | 87.55 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 252 | 28 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 689 | 7.49 | 77 | 32.76 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 7,595 | 0.93 | 853 | 25.07 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12,488 | 21.17 | 1,403 | 50.11 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,929,928 | 1.68 | 216,808 | 25.99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,961 | 21.79 | 16,622 | 50.89 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 7,387 | 0.04 | 830 | 23.92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21,161 | 11.47 | 2,377 | 38.12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78,412 | 301.35 | 9 | 700.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 783 | 14.64 | 88 | 42.62 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23,172 | 1.35 | 2,603 | 25.57 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 3,610 | 19.93 | 406 | 48.90 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 350 | 39 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 85,267 | 6.87 | 9,885 | 36.65 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 102,667 | 0.14 | 11,534 | 24.08 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,333 | 14.65 | 374 | 42.21 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49,910 | 66.66 | 5,607 | 106.48 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,506 | 55.62 | 618 | 93.13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,194,332 | 3.05 | 134,171 | 27.68 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 50,770 | 687.86 | 5,704 | 876.54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 19,400 | 2,179 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 5,935 | 667 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2,400 | 270 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 311,823 | 1.69 | 35,017 | 25.95 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 2,520 | 0.64 | 288 | 26.87 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,327 | 7.21 | 4,193 | 32.86 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 18,164 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,773 | 4.85 | 199 | 29.22 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 6,588 | 71.56 | 701 | 101.15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,124 | 688 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18,764 | 4.69 | 2,108 | 29.66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34,700 | 93.85 | 3,898 | 140.32 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2,500 | 8.70 | 281 | 34.62 | |||
| 2025-07-15 | 13F | Cordant, Inc. | 55 | 6 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 62,657 | 128 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 15,509 | 12.18 | 1,742 | 39.03 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,131 | 239 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,059 | 119 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,881 | 211 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,642 | 10.46 | 409 | 37.25 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4,589 | 105.78 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 917,005 | 0.84 | 103,016 | 24.94 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 450 | 51 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,996 | 29.83 | 561 | 61.21 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 1,932 | 217 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,788 | 0.95 | 538 | 24.88 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 9,750 | 1,095 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47,237 | 38.15 | 5,307 | 71.16 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,160 | 6.76 | 355 | 32.46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,511 | 1.27 | 1,742 | 25.50 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,375 | 172.59 | 491 | 238.62 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 3,511 | 394 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2,159 | 245 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4,985 | 7.32 | 560 | 33.02 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 35,913 | 8.66 | 4,034 | 34.65 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 2,044 | 230 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 46,015 | 0.17 | 5,169 | 24.11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 600 | 14.94 | 67 | 42.55 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3,886 | 0.05 | 437 | 23.86 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 10,113 | 0.02 | 1 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 70,165 | 1.16 | 7,882 | 25.35 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 2,516 | 9.53 | 283 | 35.58 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 34,598 | 0.67 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,045 | 120.46 | 117 | 178.57 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2,016 | 227 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29,119 | 7.17 | 3,271 | 32.81 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,891 | 11.29 | 2,459 | 37.91 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 136,161 | 0.51 | 15,296 | 24.54 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 166 | 20 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 159,278 | 62.50 | 17,893 | 101.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38,922 | 42.84 | 4,334 | 75.14 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 58,839 | 13.09 | 6,610 | 40.11 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 52,832 | 5,935 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 86,663 | 9,736 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43,307 | 4,865 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 5,128 | 6.77 | 576 | 32.41 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 21 | 2 | ||||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 231 | -60.41 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 11,626 | 1,306 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1,800 | 208 | ||||||
| 2025-08-13 | 13F | Bollard Group LLC | 6,406 | 8.67 | 1 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,596 | 0.08 | 292 | 23.83 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4,649 | 23.28 | 522 | 53.08 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 57,735 | 0.05 | 6,486 | 23.95 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1,800 | 202 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3,429 | 8.10 | 385 | 34.15 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1,800 | 202 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,100 | 32.26 | 457 | 62.28 | |||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2,412 | 271 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,788 | 1.04 | 763 | 25.12 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,618 | 4.68 | 743 | 29.67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6,447 | 724 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 493 | 0.20 | 55 | 25.00 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1,800 | 202 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 356,584 | 62.16 | 40,059 | 100.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 556,212 | 23.82 | 62,485 | 53.41 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 26 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 33,900 | 57.67 | 3,808 | 95.38 | |||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2,040 | 229 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,076 | 1.36 | 795 | 25.63 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 5,833 | 10.08 | 655 | 36.46 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 33,650 | 2.69 | 3,780 | 27.27 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 2,100 | 236 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,999 | 225 | ||||||
| 2025-08-14 | 13F | Family Office Research LLC | 6,380 | 7.15 | 717 | 32.84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,488 | 69.09 | 167 | 111.39 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,800 | 202 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 3,213 | 361 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2,130 | 239 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7,358 | 0.23 | 827 | 24.21 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,736 | 420 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 4,804 | 0.04 | 540 | 23.91 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,709 | 641 | ||||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 50,918 | 5,720 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 96,767 | 11.64 | 10,871 | 38.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,342 | 6.77 | 375 | 32.51 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2,100 | 236 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4,720 | 0.98 | 530 | 25.30 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 5,678 | 3.63 | 638 | 28.43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,268 | 3.75 | 367 | 28.77 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 37,958 | 4,264 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,782 | 204 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 378,734 | 570.14 | 42,547 | 730.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 55,770 | 189.56 | 6,265 | 258.82 |
