Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Technology ETF meliputi Duncan Williams Asset Management, LLC, Principal Financial Group Inc, Midwest Trust Co, Northside Capital Management, LLC, Lewis Asset Management, LLC, Tradewinds, LLC., Glenmede Investment Management, LP, Brooktree Capital Management, Lifestyle Asset Management, Inc., Concord Asset Management, LLC/VA, BLVD Private Wealth, LLC, Safeguard Financial, LLC, Old National Bancorp /in/, Tobias Financial Advisors, Inc., Strathmore Capital Advisors, Inc., New Insight Wealth Advisors, CacheTech Inc., Adams Wealth Management, Advyzon Investment Management, LLC, dan BKD Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 24 | 4 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 10,386 | 0.06 | 1,800 | 23.47 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,653 | 0.19 | 1,673 | 23.58 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5,431 | 941 | ||||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 3,400 | 8.59 | 589 | 34.17 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,164 | 202 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1,173 | 203 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 53,961 | 9,350 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 15,601 | 7.55 | 2,703 | 32.70 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1,344 | 233 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 55,444 | 4.13 | 9,607 | 28.46 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 28,808 | 72.10 | 4,992 | 112.38 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,133 | 370 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,771 | 28.60 | 827 | 58.54 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 227 | 39 | ||||||
| 2025-07-28 | 13F | Essex LLC | 48,987 | 25.53 | 8,488 | 54.89 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 1,173 | 203 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10,322 | 5.56 | 1,789 | 30.23 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,194 | 207 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 11,505 | 0.91 | 1,994 | 24.48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 398,674 | 10.06 | 69,078 | 35.79 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 52 | 15.56 | 9 | 33.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 74,106 | 7.90 | 12,840 | 33.13 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 8,031 | 3.79 | 1,392 | 28.08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 44,008 | 123.80 | 8 | 250.00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 6,486 | 13.00 | 1,124 | 39.33 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 20,429 | 3,540 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 6,273 | 0.05 | 1,087 | 23.41 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1,224 | 212 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 171,187 | 14,772.89 | 29,662 | 18,322.98 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28,885 | 1.13 | 5,005 | 24.76 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,245 | 44.58 | 1,775 | 78.39 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 3,810 | 3.39 | 660 | 27.66 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,180 | 204 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 8,241 | 5.09 | 1,461 | 25.75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14,500 | 2,512 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 11,450 | 30.29 | 1,984 | 60.70 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 39,180 | 33.54 | 6,730 | 63.09 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 2,729 | 0.04 | 473 | 23.24 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1,487 | 258 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,054 | 70.73 | 1,049 | 110.64 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 3,342 | 41.91 | 579 | 75.45 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2,327 | 0.04 | 403 | 23.62 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 12,461 | 3.27 | 2,159 | 27.45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 221,650 | 9.40 | 38,405 | 34.97 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30,181 | 7.17 | 5,229 | 32.21 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1,785 | 0.79 | 309 | 24.60 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 6,574 | 0.64 | 1,139 | 24.21 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,053 | 7.90 | 876 | 33.18 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 4,246 | 7.93 | 736 | 33.15 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,726 | 3.10 | 819 | 27.22 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 4,005 | 694 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 1,310 | 227 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 861,595 | 2.79 | 149,289 | 26.82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11,358 | 4.31 | 1,968 | 28.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15,835 | 57.31 | 2,744 | 94.13 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,103 | 538 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,295 | 26.34 | 224 | 56.64 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,207 | 209 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 2,228 | 313 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 8,323 | 1.43 | 1,442 | 25.17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29,829 | 33.54 | 5,169 | 45.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 88,500 | 58.04 | 15,334 | 94.99 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 629,554 | 1.40 | 109 | 25.29 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 156 | 27 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,329 | 230 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 14 | 2 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3,407 | 590 | ||||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 2,891 | 0.03 | 501 | 23.46 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 20,844 | 0.80 | 3,612 | 24.35 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 24,978 | 18.28 | 4,328 | 45.94 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 65,048 | 0.77 | 11,271 | 24.32 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8,099 | 1,403 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,609 | 18.44 | 1,665 | 46.35 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 148,940 | 10.53 | 25,822 | 36.36 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 15,797 | 5.85 | 2,737 | 30.64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 114,122 | 325.32 | 19,774 | 424.76 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 240,171 | 16.36 | 41,614 | 43.56 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1,217 | 211 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1,268 | 220 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 54,103 | 183.66 | 9,374 | 250.04 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 9,424 | 30.56 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 1,326 | 230 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33,503 | 1.59 | 5,805 | 25.35 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,684 | 17.53 | 2,198 | 45.02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 31,641 | 3.04 | 5,482 | 27.13 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 113,957 | 10.96 | 19,745 | 36.90 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 15,817 | 9.35 | 2,741 | 34.91 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 19,242 | 11.33 | 3,334 | 37.37 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 202,438 | 0.75 | 35,076 | 24.30 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 30,655 | 0.89 | 5,361 | 34.34 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,672 | 2.13 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1,200 | 208 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,847 | 5.60 | 320 | 30.61 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 4,923 | 0.04 | 853 | 23.30 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 96,799 | 31.33 | 16,865 | 72.22 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3,382 | 1.84 | 586 | 25.75 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4,051 | 0.07 | 702 | 23.42 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 2,251 | 0.04 | 390 | 23.42 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 20,439 | 41.69 | 3,541 | 74.86 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 6 | 1 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 300 | 52 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,435 | 31.21 | 595 | 62.13 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1,346 | 233 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 162 | 189.29 | 28 | 300.00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15,777 | 16.62 | 2,734 | 44.37 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6,291 | 22.61 | 1,090 | 51.39 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2,856 | 0.81 | 506 | 34.57 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2,529 | 57.77 | 438 | 94.67 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7,330 | 54.02 | 1,270 | 90.12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 35,311 | 8.09 | 6,118 | 33.35 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 1,274 | 221 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 89,073 | 27.43 | 15,434 | 57.22 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2,774 | 0.04 | 481 | 23.39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 26,993 | 0.19 | 4,677 | 23.63 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 38,174 | 2.71 | 6,614 | 26.73 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 56,514 | 9,792 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1,197 | 207 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9,015 | 27.04 | 1,562 | 56.73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 14,895 | 14.28 | 2,581 | 40.98 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 8,965 | 5.35 | 1,553 | 29.96 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6,887 | 54.21 | 1,193 | 90.27 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5,180 | 81.82 | 898 | 124.25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 181,800 | 112.14 | 31,500 | 161.74 | |||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 89,885 | 13.08 | 12,838 | 1.15 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 16,207 | 728.58 | 2,808 | 924.82 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2,643 | 9.62 | 458 | 35.21 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 2,207 | 0.64 | 382 | 24.43 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 2,355 | 4.48 | 408 | 29.11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 28,112 | 27.99 | 4,871 | 57.91 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,284 | 222 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1,976 | 30.86 | 315 | 48.58 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2,198 | 381 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,106 | 365 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 26,449 | 8.35 | 4,583 | 33.66 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 1,508 | 261 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,719 | 312 | ||||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 138 | 24 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,032 | 525 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 30,735 | 2.67 | 5,325 | 26.67 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 1,432 | 248 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,598,623 | 6.49 | 276,993 | 31.38 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,345 | 233 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 150,521 | 24.40 | 26,081 | 53.48 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 2,297 | 0.09 | 410 | 27.33 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,700 | 3.64 | 988 | 27.85 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 17,022 | 19.93 | 2,949 | 47.97 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2,033 | 352 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3,557 | 1.72 | 616 | 25.46 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1,300 | 225 | ||||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 45,223 | 0.02 | 7,836 | 23.41 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 6,468 | 59.19 | 1,121 | 96.49 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 235,026 | 3.70 | 33,007 | -8.70 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 500 | 23.21 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 29,100 | 87.74 | 5,042 | 131.71 | |||
| 2025-08-01 | 13F | Zhang Financial LLC | 6,356 | 0.14 | 1,101 | 23.57 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,690,017 | 18,553.41 | 21 | -99.24 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 5,147 | 92.92 | 892 | 138.24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31,279 | 37.63 | 5,373 | 68.09 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,533 | 266 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 2,000 | 347 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,605,305 | 2.69 | 797,961 | 26.69 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10,783 | 44.20 | 1,868 | 122.12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,062 | 1.36 | 877 | 25.11 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 417 | 11.20 | 72 | 38.46 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 1,660 | 288 | ||||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 1,308 | 227 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7,600 | 153.33 | 1,305 | 209.98 | |||
| 2025-08-14 | 13F | Headlands Technologies LLC | 623 | 108 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 1,410 | 244 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 2,403 | 0.75 | 416 | 24.55 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15,123 | 5.95 | 2,620 | 30.74 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 700,717 | 126.44 | 121,413 | 179.38 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 12,091 | 3.79 | 2,095 | 28.06 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,402 | 0.95 | 1,462 | 25.17 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 314,185 | 9.80 | 54,439 | 35.47 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 69,542 | 3.69 | 12,050 | 27.94 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3,435 | 0.06 | 595 | 23.44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,973 | 21.50 | 1,208 | 49.88 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 2,944 | 0.07 | 510 | 23.49 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,213 | 0.41 | 557 | 23.83 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 461 | 0.22 | 80 | 23.44 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1,254 | 217 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5,273 | 914 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 465 | 81 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 369,743 | 16.76 | 64,065 | 44.05 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2,542 | 8.31 | 440 | 33.74 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 14,938 | 5.71 | 2,588 | 30.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 327,678 | 0.15 | 56,777 | 23.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,397 | 7.63 | 242 | 32.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20,634 | 4.78 | 3,575 | 29.29 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1,532 | 0.07 | 265 | 23.26 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 9,800 | 1,698 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 19 | 3 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 5,898 | 1.03 | 1,022 | 24.66 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1,159 | 201 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6,496 | 2.67 | 1,126 | 26.69 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 24,392 | 0.05 | 4,226 | 23.46 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 610 | 106 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5,071 | 5.78 | 879 | 30.46 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5,719 | 0.02 | 991 | 23.29 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,505 | 39.92 | 607 | 72.93 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17,015 | 1.28 | 2,948 | 24.97 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13,655 | 4.66 | 1,901 | -8.65 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2,244 | 14.31 | 389 | 41.09 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23,553 | 4.41 | 4,081 | 28.82 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9,049 | 12.75 | 1,568 | 39.04 | ||||
| 2025-08-13 | 13F | ESG Planning | 1,187 | 206 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 86,278 | 13.49 | 14,949 | 40.02 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 5,979 | 1,025 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,416,010 | 1.50 | 938,432 | 25.23 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 1,190 | 206 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 | -78.95 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,471 | 775 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 9 | 2 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 4,805 | 0.02 | 865 | 31.51 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 1,833 | 318 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 30,236 | 46.60 | 5,239 | 80.90 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3,828 | 0.03 | 663 | 23.46 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 1,165 | 202 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,599 | 6.36 | 1,663 | 31.25 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 2,205 | 0.05 | 382 | 23.62 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 1,420 | 246 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,854 | 2.45 | 1,188 | 26.41 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1,930 | 334 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 70,774 | 0.05 | 12,260 | 23.38 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 36,141 | 12.86 | 6,262 | 39.25 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 50,231 | 50.47 | 8,704 | 85.64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22,501 | 123.60 | 3,899 | 175.87 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 6,855 | 1,188 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 40,986 | 3.15 | 7,100 | 27.24 | ||||
| 2025-07-11 | 13F | Bell Bank | 1,390 | 241 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,734 | 474 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36,187 | 0.18 | 6,513 | 26.69 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 139,044 | 34.91 | 24,092 | 66.45 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,975 | 27.73 | 1,036 | 57.77 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 4,765 | 201.58 | 826 | 273.30 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 35,626 | 6.54 | 6,173 | 31.43 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 186,792 | 323.89 | 32,365 | 423.03 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23,451 | 21.21 | 4 | 100.00 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 16,956 | 0.55 | 2,938 | 24.07 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 107 | 19 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 6,891 | 6.16 | 968 | -6.57 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 18,804 | 119.98 | 3,258 | 171.50 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 3,599 | 506 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,210 | 13.23 | 556 | 39.70 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,418 | 246 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 382,977 | 0.83 | 66,358 | 24.40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55,348 | 1.49 | 9,590 | 25.23 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,976 | 11.26 | 342 | 37.35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 104,252 | 1.52 | 18,064 | 25.25 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 62 | 34.78 | 11 | 66.67 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 1,888 | 327 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 375 | 128.66 | 64 | 178.26 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 18,982 | 85.62 | 3,289 | 129.04 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 13,575 | 2.65 | 2,352 | 26.66 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 23,014 | 3.73 | 3,988 | 27.99 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 138,066 | 13.77 | 23,923 | 40.36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 53,908 | 4.84 | 9,341 | 29.34 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 45,535 | 73.01 | 7,890 | 113.45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 522 | 90 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 339 | 59 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,785 | 0.96 | 656 | 24.52 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2,237 | 388 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,645 | 8.43 | 805 | 33.78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 148 | 62.64 | 26 | 108.33 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6,178 | 34.01 | 1,070 | 65.38 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 7,536 | 272.52 | 1,306 | 359.51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 625,742 | 7.06 | 108,422 | 32.09 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 9,961 | 0.05 | 1,726 | 23.39 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,304 | 226 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 244,327 | 10.13 | 42,335 | 35.88 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,549 | 268 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 59,106 | 0.14 | 10,241 | 21.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,578,554 | 6.31 | 273,516 | 31.16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9,478 | 9.62 | 1,642 | 35.26 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 47,441 | 1.28 | 8,220 | 24.96 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 287 | 50 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10,370 | 0.40 | 1,797 | 23.86 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 6,609 | 0.05 | 1,145 | 23.52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1,349 | 234 | ||||||
| 2025-07-17 | 13F | SWS Partners | 1,271 | 0.08 | 220 | 8.91 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2,851 | 95.68 | 494 | 141.67 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 1,447 | 251 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 62,442 | 288.56 | 10,819 | 379.57 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 16,784 | 2.16 | 2,908 | 26.05 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 6,013 | 1,042 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,156,536 | 2.40 | 200,481 | 26.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 455,807 | 9.15 | 78,808 | 34.30 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10,791 | 270.95 | 1,870 | 358.09 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 120,144 | 0.65 | 20,817 | 24.18 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 5,883 | 16.22 | 1,019 | 43.52 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,642 | 285 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15,950 | 0.23 | 2,764 | 23.68 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26,782 | 1.97 | 4,639 | 25.76 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 907 | 140 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2,420 | 427 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 25,602 | 3.27 | 4,398 | 26.10 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7,123 | 3.50 | 1,234 | 27.74 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7,734 | 1.18 | 1,340 | 24.88 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 90,776 | 2.87 | 15,729 | 26.92 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 39,113 | 0.76 | 6,777 | 24.33 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,175 | 427.91 | 377 | 559.65 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 39,830 | 149.19 | 6,901 | 207.53 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,094 | 9.84 | 190 | 35.97 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 10 | 2 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 2,228 | 313 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 18,256 | 3,163 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 6,648 | 6.74 | 1,152 | 31.69 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 14,566 | 2.29 | 2,524 | 26.21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23,844 | 83.56 | 4,132 | 126.48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11,468 | 34.57 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 3,133 | 38.63 | 564 | 83.99 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,625 | 109.88 | 1,321 | 159.02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 121,976 | 6.31 | 21,135 | 31.16 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 281 | |||||||
| 2025-08-12 | 13F | Zacks Investment Management | 1,168 | 202 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1,320 | 229 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 12,294 | 3.29 | 2,130 | 27.47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 19,147 | 1.06 | 3,318 | 24.70 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 16,514 | 3.21 | 2,319 | -9.20 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 2,384 | 14.73 | 413 | 41.92 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,841 | 0.32 | 492 | 28.80 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 38 | 6 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 61,294 | 8.94 | 10,620 | 34.41 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 1,245 | 216 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 5,459 | 0.53 | 946 | 24.02 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49,071 | 4.64 | 6,892 | -7.89 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,469 | 215.33 | 423 | 281.08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,470 | 24.60 | 948 | 53.73 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53,406 | 20.35 | 7,500 | 5.96 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16,443 | 2,849 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 340,996 | 0.42 | 59,084 | 23.89 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 2,859 | 19.27 | 495 | 47.32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22,773 | 3.05 | 3,946 | 27.14 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 10,605 | 1.39 | 1,923 | 30.84 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 69,212 | 5.11 | 11,992 | 29.69 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 27,085 | 60.38 | 3,804 | 41.22 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 1,954 | 1.82 | 339 | 25.65 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 18,113 | 3,138 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 5,077 | 880 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20,659 | 12.53 | 3,580 | 38.83 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 1,897 | 3.66 | 329 | 27.63 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 143 | 25 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 155,464 | 26,937 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28,966 | 4.90 | 5,019 | 29.46 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1,329 | 230 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2,963 | 37.43 | 513 | 69.87 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 9,406 | 12.75 | 1,630 | 39.11 | ||||
| 2025-07-16 | 13F | Novem Group | 1,280 | 222 | ||||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 1,600 | 277 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 39,233 | 193.70 | 6,798 | 261.73 | ||||
| 2025-08-06 | 13F | Brooktree Capital Management | 6,746 | 1,169 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3,147 | 5.71 | 545 | 30.38 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 4,001 | 0.03 | 693 | 23.53 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,934 | 4.98 | 1,201 | 29.56 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14,098 | 0.67 | 2,443 | 24.21 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 547 | 95 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4,789 | 17.29 | 830 | 44.68 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,136 | 0.09 | 370 | 23.75 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 4,207 | 11.62 | 729 | 37.62 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4,903 | 0.02 | 1 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 67,247 | 76.83 | 11,652 | 118.18 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,941 | 12.83 | 1,203 | 18.42 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 1,773 | 3.08 | 307 | 27.39 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 12,377 | 266.94 | 2,145 | 353.28 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 62,612 | 46.16 | 10,849 | 80.34 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114,246 | 0.64 | 19,795 | 24.17 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 1,392 | 241 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77,704 | 42.19 | 13,469 | 75.50 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 30,660 | 1.64 | 5,312 | 23.94 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 235 | 41 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 1,809 | 12.92 | 313 | 39.73 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4,116 | 4.20 | 713 | 28.70 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 12,254 | 1.54 | 2,151 | 31.34 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 544 | 36.00 | 94 | 67.86 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2,404 | 0.17 | 417 | 23.44 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5,098 | 1.05 | 1 | |||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 1,704 | 272 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 46,893 | 25.05 | 8,125 | 54.29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 41,599 | 0.55 | 7,208 | 24.04 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10,551 | 3.20 | 1,832 | 27.60 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 56,514 | 21.58 | 9,792 | 50.00 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 2,874 | 0.03 | 498 | 23.33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,667 | 1.93 | 7,567 | 25.76 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3,627 | 0.06 | 628 | 23.38 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 261,171 | 16.70 | 36,679 | 2.74 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,696 | 26.85 | 814 | 56.65 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 20,897 | 144.38 | 3,621 | 201.67 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 17,210 | 11.28 | 2,982 | 37.25 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 65,526 | 11,354 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,874 | 0.05 | 325 | 23.19 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25,511 | 0.71 | 4,420 | 24.26 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 248,187 | 11,300.41 | 43,003 | 13,999.34 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 11,479 | 0.03 | 1,989 | 23.46 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 48,764 | 33.29 | 8,449 | 64.47 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 250 | 31.58 | 43 | 65.38 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1,371 | 237 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,821 | 1.16 | 9,152 | 24.81 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12,286 | 12.34 | 2,128 | 38.57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 84,600 | 44.64 | 14,659 | 78.45 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 343 | 59 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1,961 | 340 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 10,000 | 1,733 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 1,838 | 318 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56,687 | 10.59 | 9,822 | 36.45 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 24,831 | 1.49 | 4,302 | 25.20 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 1,179 | 204 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 9,534 | 1.06 | 1,652 | 24.70 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 20,641 | 2.83 | 3,578 | 26.89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 57,342 | 5.96 | 9,936 | 30.72 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 88,834 | 2,674.33 | 15,392 | 3,328.06 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,208 | 209 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2,391 | 26.44 | 414 | 56.23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 52,454 | 244.75 | 9,089 | 325.47 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 17,515 | 18.47 | 3,035 | 46.15 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 92,955 | 4.86 | 13,055 | -7.68 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 4,606 | 2.24 | 798 | 26.27 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1,164,822 | 52.59 | 201,829 | 88.27 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1,204 | 209 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 222 | 35.37 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13,107 | 1.71 | 2,271 | 25.54 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 3,413 | 17.45 | 1 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 2,153 | 373 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,006 | 55.73 | 174 | 93.33 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1,680 | 291 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 136,771 | 8.44 | 23,698 | 33.80 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8,960 | 4.03 | 1,553 | 28.37 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 55,103 | 1.28 | 9,548 | 24.96 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 282,556 | 6.87 | 48,958 | 31.85 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50,397 | 8.80 | 8,732 | 34.24 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 2,356 | 34.17 | 408 | 65.85 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 420,020 | 3.64 | 72,777 | 27.87 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 197,934 | 34,296 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3,678 | 637 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 7,013 | 55.91 | 1,215 | 92.55 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2,305 | 2.44 | 400 | 26.27 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,047 | 528 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 19,315 | 3,347 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6,891 | 1,194 | ||||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 140 | 24 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,599 | 221.66 | 450 | 298.23 | ||||
| 2025-08-05 | 13F | Allstate Corp | 2,800 | 485 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,032 | 228.66 | 179 | 304.55 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4,277 | 0.02 | 741 | 23.33 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 10,932 | 25.79 | 1,894 | 55.25 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32,386 | 15.19 | 5,612 | 42.12 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 1,540 | 1.99 | 267 | 25.47 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2,203 | 20.05 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 1,983 | 12.35 | 344 | 38.71 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 11,120 | 5.60 | 1,927 | 30.31 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 1,220 | 211 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5,048 | 9.19 | 875 | 34.67 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,313 | 228 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 161,525 | 25.43 | 27,746 | 53.18 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 16 | 300.00 | 3 | |||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1,171 | 203 | ||||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 1,220 | 211 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,143 | 718 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,290 | 224 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,848 | 6.07 | 493 | 30.77 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 1,348 | 234 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,408 | 30,000.00 | 417 | 41,600.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 21,077 | 40.20 | 3,652 | 73.00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2,644 | 37.28 | 458 | 69.63 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1,747 | 0.29 | 303 | 23.77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 23,066 | 3,997 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 1,390 | 241 | ||||||
| 2025-08-06 | 13F | Bonfire Financial | 1,509 | 262 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 46,925 | 6.37 | 8,131 | 31.23 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 1,415 | 0 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 1,170 | 203 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,580 | 11.42 | 967 | 37.41 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9,842 | 7.16 | 1,705 | 32.27 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2,137 | 6.42 | 370 | 31.21 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3,635 | 0.06 | 630 | 23.33 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 79,605 | 46.52 | 13,793 | 80.77 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,259 | 84.84 | 4,896 | 128.04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,188 | 6.26 | 206 | 30.57 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 78,963 | 10.95 | 13,682 | 36.88 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 98,383 | 19.84 | 17,047 | 47.85 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 1,360 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,869 | 5.09 | 497 | 29.77 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8,517 | 4.21 | 1,476 | 28.60 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 8,322 | 1,442 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,759 | 2.26 | 651 | 26.16 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15,390 | 0.52 | 2,667 | 24.00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 15,404 | 11.35 | 2,669 | 37.44 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,601 | 277 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 11,762 | 15.45 | 2,038 | 42.52 |
