Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF meliputi Hilton Capital Management, LLC, Savvy Advisors, Inc., HCYAX - HILTON TACTICAL INCOME FUND Investor Class, McCarthy & Cox, Duncan Williams Asset Management, LLC, Forefront Wealth Management Inc., RFG Advisory, LLC, Benjamin Edwards Inc, Future Financial Wealth Managment LLC, Chesley Taft & Associates LLC, Opal Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, Prevail Innovative Wealth Advisors, Llc, CoreCap Advisors, LLC, InTrack Investment Management Inc, Heritage Oak Wealth Advisors Llc, Wbh Advisory Inc, Ameriprise Financial Inc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,436 | 1,336.00 | 67 | 1,550.00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 220 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 367,919 | 72.10 | 17,042 | 73.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 295,151 | 9.99 | 13,671 | 10.58 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8,432 | 1.42 | 391 | 1.83 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 13,009 | 94.48 | 603 | 95.45 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51,600 | 40.00 | 2,390 | 40.75 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 29,350 | 95.43 | 1,360 | 99.56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29,572 | 13.44 | 1,370 | 14.08 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 54,936 | 14.89 | 2,545 | 15.53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 512,098 | 71.01 | 23,669 | 71.58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,330 | 62 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62,030 | 2,873 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,002 | 463 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4,363 | 202 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 245,906 | 48.30 | 11,390 | 49.10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88,216 | 224.13 | 4,086 | 226.10 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 332,128 | 39.93 | 15,384 | 40.69 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 950,717 | 44,037 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155,606 | 22.99 | 7,187 | 23.66 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 454,947 | 0.94 | 21,073 | 1.49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,850,626 | 35.19 | 317,321 | 35.92 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 32,313 | 29.89 | 1,496 | 30.66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7,528 | 349 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 42,358 | 1.45 | 1,962 | 1.98 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,729 | 126 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 623 | 29 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 40,201 | 1.05 | 1,862 | 1.64 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13,510 | 6.59 | 626 | 7.20 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,656 | 6.27 | 308 | 6.94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 102,471 | 17.18 | 4,746 | 17.83 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 21,974 | 33.02 | 1,013 | 35.97 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 87,289 | 6.54 | 4,043 | 7.13 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 108,866 | 26.30 | 5,043 | 26.97 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97,679 | 50.04 | 4,524 | 50.85 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 48,433 | 2,243 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 320,004 | 4.51 | 14,823 | 5.07 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 123,756 | 427.92 | 5,732 | 431.23 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 138,151 | 743.88 | 6,399 | 748.67 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10,260 | 475 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,164,650 | 15.69 | 100,267 | 16.32 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 58,097 | 2,691 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 153,576 | 4.03 | 7,114 | 4.59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 302,553 | 23.09 | 14,014 | 23.77 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4,650 | 215 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 107,391 | 4,974 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,025,387 | 15.17 | 47,496 | 15.80 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 341,625 | 4.57 | 15,824 | 5.14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,695,517 | 24.84 | 124,856 | 25.52 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 23,099 | 39.75 | 1,064 | 41.11 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 453,068 | 13.73 | 20,986 | 14.35 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 125,936 | 89.63 | 5,833 | 90.68 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 748,430 | 47.66 | 34,667 | 48.47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 105,869 | 19.02 | 4,904 | 19.64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11,904 | 551 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,805,538 | 18.92 | 176,273 | 19.57 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 108,506 | 0.10 | 5,026 | 0.66 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 61,710 | 6.82 | 2,858 | 7.40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 338,335 | 25.79 | 15,672 | 26.47 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 31,880 | 23.81 | 1,477 | 24.45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,822,056 | 13.20 | 84,434 | 13.81 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5,545 | 3.30 | 257 | 3.64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 4,742 | 220 | ||||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 7,385 | 340 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 199,408 | 1.83 | 9,237 | 2.38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,109 | 561 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 17,889 | 52.99 | 829 | 53.90 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 11,503 | 533 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51,414 | 28.95 | 2,382 | 29.68 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 27,859 | 1,290 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 86,482 | 1.46 | 3,995 | 1.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51,573 | 618.59 | 2,389 | 623.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437,512 | 241.64 | 20,266 | 243.53 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6,421 | 15.46 | 297 | 15.63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,642 | 26.40 | 76 | 28.81 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,801 | 221 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 393,616 | 4.22 | 18,150 | 4.30 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,527 | 256 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243,851 | 148.00 | 11,295 | 149.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,269 | 228.69 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26,480 | 1,227 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14,092 | 118.38 | 653 | 119.53 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,210 | 288 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 219,883 | 5.32 | 10 | 11.11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33,417 | 1,540 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,141 | 238 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31,577 | 25.98 | 1,463 | 26.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149,989 | 13.89 | 6,948 | 14.52 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 996,058 | 1.11 | 46,137 | 1.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 155,143 | 0.97 | 7,189 | 1.53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 115,004 | 72.92 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,370 | 0.47 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 28,796 | 52.70 | 1,334 | 53.57 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 68,532 | 314.69 | 3,174 | 317.08 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 141 | 7 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 99,192 | 1.63 | 4,595 | 2.18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5,245 | 243 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 225 | -2.61 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,242 | 39.83 | 1,308 | 40.65 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29,478 | 174.34 | 1,365 | 175.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380,325 | 21.99 | 18 | 21.43 | ||||
| 2025-07-16 | 13F | Novem Group | 4,511 | 209 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 94,659 | 0.91 | 4,385 | 1.46 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 562,436 | 3.98 | 26,052 | 5.30 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 94,659 | 4,385 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 26,751 | 14.01 | 1,239 | 14.72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,218 | 5.72 | 381 | 6.15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2,205,824 | 1.06 | 102,174 | 1.61 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 50,404 | 9.71 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 831,895 | 2.48 | 38,533 | 3.03 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 29,664 | 1,374 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 103,064 | 4.81 | 4,774 | 5.36 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 5,933 | 275 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 29,903 | 18.25 | 1,385 | 18.99 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 160,511 | 7.33 | 7,435 | 7.91 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6,551 | 303 | ||||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 43,197 | 21.81 | 2,001 | 22.47 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 10,854 | 86.30 | 503 | 87.31 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 851,022 | 3.14 | 39,419 | 3.70 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38,217 | 36.77 | 1,770 | 37.53 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 489,979 | 3.24 | 22,696 | 3.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,259 | 1,031 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 48,625 | 1.84 | 2,252 | 2.41 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18,985 | 879 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,757,302 | 31.17 | 81,398 | 31.88 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 12,685 | 518 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,820 | 84 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,993 | 41.60 | 3,752 | 42.35 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15,854 | 730 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 30,459 | 96.79 | 1,411 | 97.76 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 32,786 | 3.08 | 1,519 | 3.62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49,083 | 920.44 | 2,274 | 928.51 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,988 | 926 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 502,695 | 7.36 | 23,285 | 7.94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 414,021 | 19.22 | 19,177 | 19.87 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 174,703 | 7.15 | 8 | 14.29 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 63,260 | 2,930 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29,976 | 55.08 | 1,388 | 55.96 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 715,190 | 6.18 | 33,128 | 6.75 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6,180 | 286 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5,969 | 276 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 175,032 | 11.57 | 8,107 | 12.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16,649 | 223.22 | 771 | 225.32 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22,033 | 348.92 | 1,021 | 351.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 44,737 | 3.59 | 2,072 | 4.17 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 108,925 | 5,014 | ||||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 64,685 | 2,996 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 120,634 | 16.10 | 5,588 | 16.71 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 22,057 | 1,022 | ||||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 18,459 | 850 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,025 | 47 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 16,844 | 780 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 39,459 | 25.12 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 53,534 | 17.57 | 2,480 | 19.35 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 98,696 | 6.82 | 4,572 | 7.40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 985,518 | 125.39 | 45,649 | 126.61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9,548 | 3.12 | 442 | 3.76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20,711 | 959 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 14,270 | 6.26 | 661 | 6.80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,784 | 361 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 764 | 1.46 | 35 | 2.94 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48,110 | 0.95 | 2,228 | 1.50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,609 | 167 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,986,436 | 1.26 | 92,012 | 1.81 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4,750 | 220 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9,606 | 15.65 | 444 | 15.97 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 36,996 | 30.35 | 1,714 | 31.06 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,866 | 9.94 | 3,005 | 10.52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 157,552 | 7,298 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 131,443 | 0.17 | 6,088 | 0.71 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 12,772 | 0.34 | 592 | 0.85 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 170,545 | 2,517.73 | 7,900 | 2,533.00 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 297,192 | 38.17 | 13,766 | 38.91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29,037 | 1,345 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5,275 | 244 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 656,341 | 3.56 | 30,402 | 4.12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150,868 | 12.14 | 6,988 | 12.75 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 4,837 | 3.09 | 224 | 3.70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 405,877 | 82.89 | 18,800 | 83.90 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7,795 | 37.14 | 361 | 38.31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16,094 | 745 | ||||||
| 2025-08-08 | 13F | Creative Planning | 12,187 | 8.44 | 564 | 9.09 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 79 | 4 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7,166 | 23.42 | 332 | 23.97 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 141,638 | 6.19 | 6,561 | 6.77 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 401,152 | 1.41 | 18,581 | 1.96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 482,877 | 12.11 | 22,367 | 12.72 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 341,851 | 7.16 | 15,835 | 7.74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,402 | 62.46 | 64 | 61.54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 78,944 | 128.00 | 3,653 | 129.25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 517,157 | 9.30 | 23,955 | 9.90 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 809 | 37 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 215,267 | 23.19 | 9,971 | 23.86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,287 | 245 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,598,821 | 83.36 | 74,057 | 84.35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25,415 | 9.22 | 1,177 | 9.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12,192 | 174.97 | 565 | 176.47 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 262,258 | 6.07 | 12,148 | 6.38 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 108,927 | 6.69 | 5,046 | 7.27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,210,220 | 28.53 | 148,697 | 29.23 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,606 | 121 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,985 | 972 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 189,510 | 1.74 | 8,778 | 2.31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29,247 | 1,355 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 79,964 | 67.93 | 3,704 | 68.86 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,482 | 43.88 | 69 | 44.68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,285 | 5.84 | 708 | 6.47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,999 | 324 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 111,041 | 200.73 | 5,143 | 202.35 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 60,339 | 0.96 | 2,795 | 1.49 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,096,120 | 49.21 | 50,772 | 50.02 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6,318 | 1,108.03 | 293 | 1,116.67 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 24,766 | 2.25 | 1,147 | 2.87 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 12,837 | 591 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5,996 | 278 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 90,738 | 18.88 | 4,203 | 19.51 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 137,697 | 2.85 | 6,378 | 3.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 125,414 | 329.34 | 5,809 | 331.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208,092 | 0.10 | 9,586 | 0.09 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 222,272 | 32.76 | 10,296 | 33.48 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,215 | 3.33 | 288 | 3.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 710,909 | 21.11 | 32,929 | 21.77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 62,008 | 2,872 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31,267 | 32.68 | 1,448 | 33.46 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 287,787 | 3.16 | 13,330 | 3.82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 893 | 3.00 | 41 | 5.13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 107,738 | 222.40 | 4,990 | 224.24 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 127,432 | 166.68 | 6 | 150.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 52,055 | 30.52 | 2,411 | 31.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 495,664 | 1,268.03 | 22,959 | 1,275.61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112,665 | 12.68 | 5,219 | 13.29 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,566 | 46.78 | 767 | 47.78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,941 | 218.64 | 692 | 220.37 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 101,567 | 28.43 | 4,705 | 29.12 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17,529 | 3.23 | 812 | 3.71 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 28,997 | 1,343 |
