Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF meliputi Alpine Bank Wealth Management, Bouchey Financial Group Ltd, SNS Financial Group, LLC, Duncan Williams Asset Management, LLC, Wbh Advisory Inc, Mainsail Financial Group, LLC, Coordinated Financial Services, Inc./CO, WealthPlan Investment Management, LLC, Fiduciary Alliance LLC, Wealthcare Advisory Partners LLC, Kingstone Capital Partners Texas, LLC, Apella Capital, LLC, Principal Securities, Inc., ORG Partners LLC, Wiley Bros.-aintree Capital, Llc, Wesbanco Bank Inc, ZEGA Investments, LLC, Essex Financial Services, Inc., XY Planning Network, Inc., dan Summit Wealth Group Llc / Co .
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 | Allen Capital Group, LLC | 1,094,615 | 7.41 | 51,513 | 7.45 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 167,635 | 3.22 | 7,874 | 4.46 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 27,964 | 6.97 | 1 | 0.00 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 25,308 | 1.76 | 1,191 | 1.80 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 171,235 | 3.54 | 8,058 | 4.73 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 14,388 | 36.21 | 677 | 36.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 564,486 | 5.96 | 26,565 | 6.00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 46,123 | 2.38 | 2,171 | 2.41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,896,176 | 12.07 | 183,354 | 12.12 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 30,097 | 0.40 | 1,416 | 0.43 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 861,685 | 3.33 | 40,551 | 3.38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 593 | 15.37 | 28 | 12.50 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 271,166 | 461.19 | 12,761 | 461.66 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 62,671 | 6.09 | 2,949 | 6.16 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20,579 | 5.84 | 968 | 5.91 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 20,606 | 3.82 | 970 | 3.86 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 135,248 | 4.91 | 6,365 | 4.95 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 9,433 | 444 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 615 | 29 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 15,395 | 2.11 | 724 | 2.12 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,420 | 1.85 | 114 | 1.80 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23,667 | 1.83 | 1,114 | 1.83 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 63,347 | 2.60 | 2,981 | 2.65 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 45,520 | 0.17 | 2,142 | 0.23 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 458,854 | 6.66 | 21,594 | 6.71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 76,978 | 26.14 | 3,623 | 26.20 | ||||
| 2025-08-08 | 13F | Creative Planning | 54,206 | 2.97 | 2,551 | 2.99 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 359,939 | 6.29 | 16,939 | 6.34 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 53,249 | 4.82 | 2,506 | 4.86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 89,561 | 590.05 | 4,215 | 590.82 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,537 | 25.91 | 355 | 25.98 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 43,788 | 2.09 | 2,061 | 2.13 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 6,982 | 329 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 266,810 | 8.83 | 12,556 | 8.88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,555 | 1.29 | 685 | 1.33 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 191,512 | 3.69 | 9,009 | 5.86 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 608,221 | 4.18 | 28,623 | 4.23 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 13,289 | 16.26 | 625 | 16.39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 56,323 | 95.41 | 2,651 | 95.57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 163,659 | 208.87 | 8 | 250.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 87,226 | 11.93 | 4,105 | 11.98 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 79,912 | 0.23 | 3,761 | 0.27 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 157,681 | 151.02 | 7,420 | 151.18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 252,579 | 83.26 | 11,886 | 83.34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 509,890 | 8.44 | 23,995 | 8.49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6,322 | 298 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 952,639 | 2.92 | 44,831 | 2.96 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,170 | 5.82 | 761 | 5.85 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 26,800 | 1,261 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14,794 | 696 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 230,309 | 13.01 | 10,838 | 13.06 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 25,335 | 31.82 | 1,192 | 31.86 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 375,313 | 7.42 | 17,662 | 7.47 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 41,380 | 8.24 | 1,947 | 8.29 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 12,782 | 22.81 | 602 | 22.90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,363 | 205 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10,086 | 100.88 | 475 | 100.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 195,174 | 2.24 | 9,185 | 2.28 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 173,171 | 2.07 | 8,149 | 2.12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35,304 | 1,661 | ||||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 101,051 | 980.64 | 4,755 | 983.14 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 8,084 | 29.63 | 380 | 29.69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 71,523 | 2.15 | 3,366 | 2.19 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 7,206 | 339 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 438,284 | 24.59 | 20,626 | 24.64 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 3,314,934 | 2.51 | 156,001 | 2.55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,165 | 102 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,471 | 2.39 | 446 | 2.53 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,250,002 | 13.57 | 59 | 13.73 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 43,156 | 836.14 | 2,031 | 839.81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 229,056 | 73.00 | 11 | 66.67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 497,940 | 4.50 | 23,433 | 4.55 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 46,989 | 1,611.80 | 2,211 | 1,613.95 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 36,806 | 3.59 | 1,732 | 3.65 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,781 | 107.98 | 696 | 108.08 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 450,827 | 8.08 | 21,216 | 8.12 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 450,827 | 21,216 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 78,985 | 7.05 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 54,203 | 180.50 | 2,551 | 186.52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 355,822 | 90.48 | 16,745 | 90.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,245,442 | 6.97 | 58,610 | 7.02 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 30,126 | 3.56 | 1,418 | 3.58 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 55,032 | 2.23 | 2,590 | 2.25 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,411 | 396 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,506 | 259 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,138 | 242 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,041 | 0.58 | 49 | 0.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 31,585 | 119.13 | 1,486 | 123.46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 87,289 | 4,108 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 10,633 | 48.38 | 498 | 47.48 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 188,040 | 3.20 | 8,776 | 2.38 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 683,541 | 10.24 | 32,167 | 10.29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2,634,980 | 8.91 | 124,002 | 8.96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471,361 | 15.01 | 22,182 | 15.06 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 1,621,593 | 1.59 | 76,312 | 1.63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 709,047 | 66.48 | 33,368 | 66.55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,094 | 1.10 | 613 | 0.49 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 605 | 1.34 | 28 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,766,678 | 105.58 | 365,500 | 105.67 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,492 | 5.13 | 635 | 5.14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 690 | 1.17 | 32 | 0.00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 48,925 | 2,301 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7,444 | 350 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,181,873 | 5.62 | 55,619 | 5.67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 14,269 | 668 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 93,189 | 10.91 | 4,385 | 10.96 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 50,972 | 7.82 | 2,399 | 7.87 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 168,603 | 13.49 | 7,934 | 13.54 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,684,907 | 2.76 | 79,292 | 2.81 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,223 | 17.14 | 764 | 17.20 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 34,315 | 31.45 | 1,615 | 31.54 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 83,143 | 4.25 | 3,913 | 4.29 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 551,196 | 5.69 | 25,939 | 5.74 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 287,290 | 4.02 | 13,520 | 4.06 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 153,696 | 155.16 | 7,233 | 155.91 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 46,840 | 2,204 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 350,182 | 6.34 | 16,480 | 6.38 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28,589 | 203.88 | 1 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 35,470 | 24.38 | 1,669 | 24.46 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 10,990 | 10.18 | 516 | 11.71 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 557,342 | 1.24 | 26,229 | 1.29 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 79,184 | 0.36 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7,785 | 366 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 578,252 | 2.21 | 27,213 | 2.25 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 694,467 | 35.99 | 32,682 | 36.05 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 21,490 | 3.47 | 1,011 | 3.48 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 160,980 | 2.28 | 7,576 | 2.32 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 731,461 | 34,423 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,580 | 310 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 509,890 | 8.44 | 23,995 | 8.49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,727 | 693.12 | 222 | 692.86 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8,087 | 381 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 1,069,548 | 170.16 | 50,333 | 170.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,432,881 | 8.24 | 114 | 8.57 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 339,497 | 4.69 | 15,977 | 4.73 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 54,162 | 2,512 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 7,123 | 45.07 | 335 | 45.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 318,056 | 22.15 | 14,968 | 22.20 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13,853 | 49.78 | 652 | 52.82 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4,303 | 203 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18,073 | 18.78 | 851 | 18.88 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 6,360 | 2.91 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 56,841 | 6.86 | 2,675 | 6.87 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 165,975 | 8.45 | 7,726 | 8.30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,042 | 13.00 | 284 | 13.15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 424,068 | 20.07 | 19,957 | 20.12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,519 | 7.72 | 495 | 7.84 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 124,930 | 40.26 | 5,879 | 40.34 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21,235 | 989 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 461,416 | 12.86 | 21,714 | 12.91 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 139,195 | 0.68 | 6,551 | 0.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,660,914 | 10.71 | 78,163 | 10.76 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 595,658 | 4.99 | 28,032 | 5.03 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 1,265,467 | 2.80 | 59,553 | 2.84 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 790,495 | 8.77 | 37,185 | 11.06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,416,196 | 2.49 | 66,646 | 2.54 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,410 | 156.36 | 66 | 164.00 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 96,712 | 1.24 | 4,551 | 1.29 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 20,967 | 33.56 | 987 | 33.60 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7,476 | 4.53 | 352 | 4.46 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 12,235 | 0.91 | 1 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 124,244 | 5,847 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 609,435 | 0.90 | 28,680 | 0.95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 505,139 | 267.14 | 23,772 | 267.29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 70,800 | 4.59 | 3,332 | 4.62 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,871,288 | 153.28 | 88,063 | 153.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 178,474 | 12.01 | 8,399 | 12.05 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15,489 | 11.65 | 729 | 11.66 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 49,017 | 65.50 | 2,307 | 65.54 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 314,859 | 10.63 | 14,817 | 10.67 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2,613 | 123 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,221 | 57 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14,093 | 84.08 | 663 | 84.17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 459,044 | 31.78 | 21,603 | 31.84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,203 | 480 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 839,614 | 3.70 | 39,512 | 3.74 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 172,109 | 8 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 13,051 | 8.20 | 614 | 8.29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 70,926 | 369.83 | 3,338 | 370.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,430 | 34.18 | 114 | 34.12 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 41,859 | 161.34 | 1,964 | 160.82 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 781 | 37 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 71,642 | 21.85 | 3,371 | 21.92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 33,363 | 1,570 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 200 | 9 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 169,874 | 35.25 | 7,994 | 35.31 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 49,922 | 15.31 | 2,349 | 15.37 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 341,903 | 9.33 | 16,090 | 9.37 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 781,218 | 1.92 | 36,764 | 1.97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,109,862 | 5.26 | 52,230 | 5.31 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30,576 | 1,439 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 175 | 0 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 71,247 | 4.77 | 3,353 | 4.82 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31,872 | 0.74 | 1,500 | 0.74 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 521 | 0.97 | 25 | 0.00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 241,729 | 4.92 | 11 | 10.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 566,008 | 0.96 | 26,636 | 1.00 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 163,421 | 4.68 | 7,691 | 4.73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,504,582 | 15.43 | 70,806 | 15.48 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 299,205 | 3.90 | 14,081 | 3.53 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 43,178 | 11.50 | 2,032 | 11.53 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 15,608 | 26.08 | 1 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 518,013 | 24,378 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 29,436 | 27.44 | 1,385 | 27.53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 811,743 | 321.72 | 38,201 | 321.91 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9,433 | 24.68 | 444 | 24.79 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 409,638 | 3.52 | 19,278 | 3.56 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 985,192 | 3.78 | 46,363 | 3.83 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 45,205 | 2.84 | 2,127 | 2.90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 356,570 | 64.11 | 16,727 | 64.01 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 162,969 | 7.51 | 7,669 | 7.56 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 38,670 | 3.52 | 1,820 | 3.53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,115,372 | 22.10 | 146,609 | 22.15 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 345,840 | 2.23 | 16,068 | 2.91 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 554,683 | 4.54 | 26,103 | 4.58 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 42,806 | 2,014 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 295,890 | 7.65 | 13,809 | 7.70 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 396,917 | 1.76 | 18,679 | 1.80 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 902,479 | 64.53 | 42,471 | 64.59 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,876,245 | 2.57 | 135,356 | 2.61 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2,148,587 | 11.50 | 101,113 | 11.55 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,307 | 250 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 49,188 | 22.67 | 2,315 | 22.69 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 547,919 | 33.87 | 25,785 | 33.93 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 15,437 | 293.20 | 726 | 303.33 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,394 | 7.05 | 254 | 7.17 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 3,216,300 | 49.50 | 151,359 | 49.57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 255,602 | 8.01 | 11,929 | 7.16 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3,264,660 | 121.30 | 153,635 | 121.40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 32,882 | 3.24 | 1,547 | 3.41 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 29,400 | 1 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 5,338 | 251 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 556,879 | 12.92 | 26,207 | 12.97 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 124,111 | 3.52 | 5,841 | 3.56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34,963 | 73.43 | 1,645 | 73.52 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 75,040 | 2.08 | 3,531 | 2.14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,352 | 32.42 | 64 | 31.25 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 854,215 | 40,199 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,595 | 452 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5,896 | 26.04 | 277 | 25.91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 612,874 | 6.32 | 28,842 | 6.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 240,128 | 36.07 | 11,300 | 36.13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 703,523 | 3.53 | 33,108 | 3.58 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 2,032,669 | 0.80 | 95,657 | 0.84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 74,167 | 146.34 | 3,490 | 146.47 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 301,687 | 18.49 | 14,197 | 18.54 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7,708 | 38.06 | 363 | 38.17 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1,543,846 | 8.12 | 72,653 | 8.16 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 18,234 | 1.27 | 858 | 1.30 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 365,188 | 0.26 | 17,186 | 1.12 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,412 | 396 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,239,363 | 10.09 | 97,321 | 11.06 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 172,408 | 3,324.19 | 7,988 | 3,313.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 357,135 | 600.50 | 16,807 | 600.83 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 195,117 | 2.27 | 9,182 | 2.32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 537,237 | 13.06 | 25,282 | 13.10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 84,519 | 37.58 | 4 | 50.00 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 329,290 | 2.32 | 15,496 | 2.36 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 8,186 | 0.02 | 385 | 0.26 |
