Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard World Fund - Vanguard Mega Cap Value ETF meliputi Praetorian Wealth Management, Inc., AllGen Financial Advisors, Inc., Kickstand Ventures, Llc., Arcadia Investment Advisors Llc, Gladwyn Financial Advisors, Inc., Fiduciary Alliance LLC, Anchor Pointe Wealth Management, LLC, Mayfair Advisory Group, LLC, Simplicity Wealth,LLC, DMKC Advisory Services, LLC, BKA Wealth Consulting, Inc., Atomi Financial Group, Inc., Better Money Decisions, LLC, Antonelli Financial Advisors, LLC, VisionPoint Advisory Group, LLC, Jefferies Financial Group Inc., Keeler THomas Management LLC, Brown Financial Advisory, Harvest Investment Services, LLC, dan VeraBank, N.A. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 293 | 39 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 87,658 | 29.24 | 11,560 | 32.30 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4,645 | 97.66 | 609 | 117.50 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 190 | 25 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38,502 | 4,794 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,073 | 797 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 40,883 | 32.45 | 5,364 | 34.88 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7,189 | 4.57 | 943 | 6.55 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 5,082 | 6.16 | 678 | 9.90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 21,551 | 28.96 | 2,828 | 31.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64,206 | 62.27 | 8,427 | 67.34 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3,636 | 477 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,496 | 1,002 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7,663 | 2.31 | 1,005 | 4.15 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34,595 | 0.03 | 4,539 | 1.86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 978,647 | 0.17 | 128,398 | 2.01 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,755 | 128.81 | 230 | 134.69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41,225 | 26.99 | 5,409 | 29.32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2,100 | 950.00 | 276 | 1,000.00 | |||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,167 | 4.92 | 1,596 | 6.83 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 2,743 | 15.20 | 360 | 17.32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,652 | 14.22 | 1,266 | 16.36 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2,091 | 274 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,823 | 29.84 | 895 | 32.20 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4,158 | 207.32 | 546 | 213.22 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 297 | 38 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 855,215 | 29.30 | 112,204 | 31.67 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7,746 | 10.45 | 1,016 | 12.51 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 48,616 | 1.47 | 6,378 | 3.32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 145,427 | 0.63 | 19,080 | 2.48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,189 | 0.46 | 287 | 2.50 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 14,841 | 5.52 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 203,743 | 0.29 | 26,731 | 2.13 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13,000 | 9.23 | 1,706 | 11.22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1,545 | 203 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 979 | 16,216.67 | 128 | -18.99 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 314,034 | 8.58 | 41,276 | 10.76 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,776 | 758 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,236 | 3.92 | 1,081 | 5.78 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,210 | 0.97 | 684 | 2.86 | ||||
| 2025-07-11 | 13F | Bell Bank | 3,923 | 1.82 | 515 | 3.63 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 10,098 | 5.12 | 1,325 | 7.47 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 23,869 | 4.29 | 3,132 | 6.21 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 75,450 | 0.20 | 9,899 | 2.04 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 363,074 | 2.73 | 47,635 | 4.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16,556 | 189.39 | 2,172 | 194.71 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 2,266 | 6.54 | 297 | 8.39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 188 | 100.00 | 25 | 100.00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 20,155 | 0.17 | 2,644 | 2.01 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 41,834 | 26.53 | 5,390 | 24.92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 52,294 | 6,861 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12,551 | 4.31 | 1,647 | 6.19 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30,217 | 123.27 | 3,966 | 127.54 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 34,671 | 33.03 | 4,549 | 35.48 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 316,435 | 41,516 | ||||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5,186 | 9.50 | 680 | 11.48 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1,910 | 251 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20,564 | 2.21 | 2,698 | 4.13 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4,904 | 2.44 | 643 | 4.38 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15,162 | 49.79 | 1,989 | 52.53 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 1,011 | 133 | ||||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 168,124 | 1.59 | 22,058 | 3.45 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,729 | 3.82 | 752 | 5.77 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4,265 | 9.92 | 560 | 12.02 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 6,804 | 1 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 78,059 | 4.49 | 10,412 | 8.19 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 125,779 | 0.18 | 16,502 | 2.02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 459,429 | 4.72 | 60 | 7.14 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4,463 | 29.18 | 591 | 32.81 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 47,019 | 3.20 | 6,169 | 5.08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 221 | 29 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 17,244 | 2,262 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87,981 | 93.59 | 11,543 | 97.15 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5,181 | 3.58 | 680 | 5.43 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 36,450 | 1.67 | 4,782 | 3.55 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 100,858 | 17.17 | 13,233 | 19.31 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 108,895 | 1.43 | 14,287 | 3.29 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 102,959 | 0.01 | 14 | 0.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4,720 | 2,095.35 | 619 | 2,192.59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283,770 | 0.47 | 37,231 | 2.31 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 37,775 | 96.20 | 4,956 | 99.84 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 163,716 | 2.91 | 21,590 | 5.33 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 69,474 | 52.69 | 9,115 | 55.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,743,113 | 2.50 | 228,634 | 4.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,059,983 | 5.91 | 401,470 | 7.85 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 245 | 29 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3,370 | 307.00 | 442 | 309.26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 957,879 | 34.76 | 125,674 | 37.23 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2,610 | 36.29 | 342 | 39.02 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,107 | 1.02 | 1,064 | 2.80 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,187 | 418 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 38,572 | 0.52 | 5,061 | 2.35 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 13,827 | 2.03 | 1,814 | 3.89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15,182,180 | 2.55 | 1,991,902 | 4.43 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 589 | 685.33 | 77 | 755.56 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 107,168 | 4.43 | 14,060 | 6.35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 326,378 | 5.73 | 42,821 | 7.66 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 117,739 | 19.91 | 15 | 25.00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,906 | 7.95 | 381 | 10.12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,057 | 9.99 | 795 | 11.99 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 324,804 | 1.86 | 43 | 2.44 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 27,869 | 142.55 | 3,656 | 147.03 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2,242 | 14.92 | 294 | 17.13 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 138 | 18 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 26,263 | 3.06 | 3,451 | 4.26 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 40,621 | 18.49 | 5,330 | 20.65 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 53,127 | 1.19 | 6,970 | 3.05 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 44 | 6 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2,835 | 372 | ||||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 229 | 30 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 8,854 | 12.09 | 1,162 | 14.16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52,803 | 0.09 | 6,928 | 1.91 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 2,353 | 309 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 29,788 | 3.63 | 3,908 | 5.54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,730 | 3.41 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 225,025 | 67.23 | 29,523 | 70.30 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 20,941 | 3 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13,609 | 0.83 | 1,786 | 2.70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,660 | 690.48 | 218 | 703.70 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,474 | 0.51 | 723 | 3.14 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 253 | 33 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 136,252 | 36.21 | 17,876 | 38.70 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 72,738 | 9,543 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,590 | 0.04 | 340 | 2.10 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3,147 | 11.52 | 413 | 14.76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114,850 | 37.63 | 15,101 | 40.45 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 114,168 | 14,979 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3,592 | 11.38 | 471 | 13.49 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 1,634 | 0.62 | 214 | 2.39 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 34,790 | 0.74 | 4,564 | 2.58 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 111,079 | 1.05 | 14,574 | 2.89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 881,650 | 23.73 | 115,672 | 25.99 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3,819 | 88.13 | 499 | 90.80 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 51,615 | 28.60 | 6,772 | 30.94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34,611 | 2.40 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 147,240 | 493.06 | 19,318 | 504.03 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 24,084 | 47.19 | 3,160 | 49.86 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9,157 | 10.83 | 1,201 | 12.88 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1,926 | 0.52 | 253 | 2.44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,099,774 | 557.81 | 142,255 | 560.26 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 27,979 | 0.03 | 3,671 | 1.86 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,185 | 63.48 | 549 | 66.87 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 88,890 | 7.91 | 11,662 | 9.88 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,481 | 45.50 | 719 | 48.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,760 | 756 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,706 | 224 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 69,930 | 1.58 | 9,175 | 3.49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,507 | 10.34 | 329 | 15.90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29,747 | 0.70 | 3,903 | 2.55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24,857 | 0.60 | 3,261 | 5.67 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 14,668 | 27.14 | 1,924 | 29.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84,837 | 36.52 | 11,131 | 39.02 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 34,219 | 15.27 | 4 | 33.33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 883 | 116 | ||||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 4,074 | 535 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 12,446 | 1,642 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 281 | 37 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 197,592 | 5.15 | 25,924 | 7.08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,265 | 11.85 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10,372 | 1,361 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3,698 | 13.75 | 485 | 16.03 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 55,664 | 33.17 | 6,931 | 28.71 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2,668 | 350 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,519 | 129.45 | 1,643 | 133.90 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 191,343 | 0.55 | 25,104 | 2.39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,396 | 0.83 | 1,102 | 2.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16,250 | 64.17 | 2,132 | 67.22 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12,223 | 194.32 | 1,604 | 199.63 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4,102 | 538 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,182 | 3.82 | 1,467 | 9.07 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 120,420 | 2.69 | 15,913 | 10.80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 102,710 | 0.69 | 13,488 | 2.53 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,062 | 140 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2,234 | 1.82 | 293 | 3.90 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11,206 | 5.98 | 1,478 | 8.44 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,000 | 131 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35,000 | 106.77 | 4,592 | 110.64 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 8,820 | 1,163 | ||||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 1,960 | 0.20 | 257 | 3.63 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 43,725 | 1.70 | 5,737 | 3.56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 285 | 37 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36,915 | 1.34 | 4,925 | 10.53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,428 | 32.10 | 320 | 35.59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,690,061 | 0.39 | 221,736 | 2.23 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 83,244 | 5.49 | 10,922 | 7.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 411,955 | 4.77 | 54 | 8.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,664 | 0.25 | 2,842 | 2.08 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 53,401 | 7,006 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15,656 | 13.65 | 2,073 | 21.81 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 21,202 | 13.62 | 2,782 | 15.68 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 1,819 | 239 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,937 | 254 | ||||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 3,076 | 404 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,248 | 58.98 | 164 | 61.39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,549 | 24.54 | 1,646 | 26.81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 510,051 | 188.24 | 66,919 | 193.53 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6,431 | 20.61 | 844 | 24.52 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 8,199 | 5.70 | 1,076 | 7.61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 20,077 | 13.95 | 2,634 | 16.04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,898 | 46.31 | 1,275 | 51.07 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2,034 | 16.36 | 267 | 18.22 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8,219 | 0.05 | 1,078 | 1.89 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 583 | 22.48 | 77 | 24.59 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 63,753 | 6.34 | 8,364 | 9.61 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2,695 | 10.41 | 354 | 12.42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27,832 | 3.24 | 3,652 | 5.13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,853 | 0.78 | 1,424 | 2.60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | -45.14 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11,919 | 6.74 | 1,564 | 8.69 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,385 | 182 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9,396 | 5.31 | 1,233 | 7.22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 110,609 | 3.30 | 14,512 | 5.18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,384,642 | 7.85 | 575,265 | 9.83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135,528 | 8.65 | 17,783 | 10.65 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 21,143 | 28.85 | 2,774 | 31.17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 22,301 | 2,927 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 149,110 | 37.63 | 19,563 | 40.16 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,983 | 5.56 | 391 | 8.91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,118 | 6.24 | 1,459 | 8.16 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 704,352 | 4.59 | 92,411 | 6.51 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 22,567 | 24.21 | 2,961 | 26.50 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 658 | 86 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3,370 | 307.00 | 442 | 316.98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,063 | 4.96 | 533 | 7.03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 207,899 | 20.24 | 27,276 | 22.44 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 141,057 | 18,507 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 207,742 | 0.98 | 27,266 | 4.12 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 55,956 | 18.77 | 7,341 | 20.96 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 159 | 21 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,261 | 165 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 21,916 | 299.78 | 2,875 | 307.22 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 18,307 | 0.40 | 2,414 | 2.77 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3,842 | 7.71 | 504 | 9.80 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9,315 | 5.70 | 1,222 | 7.67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 639,168 | 8.57 | 83,859 | 10.55 |
