Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund meliputi ESG Planning, Crestmont Private Wealth LLC, Atlantic Union Bankshares Corp, Entrewealth, Llc, Paulson Wealth Management Inc., Abacus Planning Group, Inc., Perigon Wealth Management, LLC, Oak Wealth Advisors LLC, Mercer Global Advisors Inc /adv, Financial Designs Corp, Pure Financial Advisors, Inc., Clear Investment Research, Llc, Cambridge Capital Management, Llc, Triad Wealth Partners, LLC, Atomi Financial Group, Inc., Bragg Financial Advisors, Inc, Beckerman Institutional, LLC, Prelude Capital Management, Llc, Sovran Advisors, LLC, dan Atria Investments 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 50,736 | 65.48 | 2,606 | 64.87 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 131,043 | 2.95 | 6,730 | 2.58 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 7,100 | 0.17 | 365 | -0.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 118,584 | 4.92 | 6,090 | 5.88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,975 | 204 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 89,984 | 52.45 | 4,622 | 51.91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 58,892 | 283.49 | 3,025 | 282.30 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7,932 | 407 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,075 | 41,400.00 | 107 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,770 | 3.73 | 759 | 3.27 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 46,496 | 7.96 | 2,388 | 7.57 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 47,373 | 0.75 | 2,433 | 0.41 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5,687 | 12.06 | 291 | 11.49 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5,722 | 13.02 | 294 | 12.69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,255 | 40.97 | 989 | 40.34 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 275 | 2.61 | 14 | 7.69 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 61,065 | 17.65 | 3,136 | 17.23 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 10,000 | 66.67 | 514 | 66.02 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16,543 | 147.43 | 850 | 146.80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,095 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 605,833 | 33.90 | 31,116 | 33.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199,907 | 25.19 | 10,267 | 24.72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15,517 | 27.79 | 797 | 27.56 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 28,965 | 14.89 | 1,488 | 14.47 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 298,047 | 291.71 | 15,242 | 293.65 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8,218 | 1.38 | 422 | 1.20 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 772 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 496,533 | 8.45 | 25,502 | 8.05 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6,800 | 349 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 326,143 | 32.01 | 17 | 33.33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 32,186 | 0.72 | 1,653 | 0.85 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14,546 | 70.71 | 747 | 70.16 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 57,372 | 11.93 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 38,774 | 4.50 | 1,991 | 4.13 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 302,947 | 5.02 | 15,559 | 4.63 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,634 | 11.47 | 135 | 10.66 | ||||
| 2025-08-13 | 13F | ESG Planning | 200,221 | 10,283 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 168,753 | 2.76 | 8,667 | 2.39 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44,647 | 7.35 | 2,293 | 7.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 224 | 0.90 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,558 | 20.62 | 339 | 21.07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,337,055 | 8.63 | 120,031 | 8.23 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 18,464 | 26.26 | 948 | 25.90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,365 | 128.05 | 327 | 127.97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,052 | 82.21 | 414 | 81.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 129,175 | 871.24 | 6,634 | 868.47 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 20,585 | 162.40 | 1,057 | 161.63 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 49,214 | 44.75 | 2,528 | 44.24 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 11,361 | 584 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,704,476 | 21.09 | 87,542 | 20.64 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | 1 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,536 | 0.07 | 592 | -0.34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103,739 | 26.27 | 5,328 | 25.81 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 159,876 | 52.78 | 8,197 | 51.05 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 315,353 | 4.10 | 16,197 | 3.71 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 21,685 | 41.33 | 1,114 | 40.89 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7,700 | 395 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13,991 | 719 | ||||||
| 2025-07-29 | 13F | Flagstone Financial Management | 108,159 | 17.31 | 5,555 | 16.90 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 192,730 | 13.97 | 9,899 | 13.55 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,862 | 5.56 | 815 | 5.17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36,359 | 0.20 | 1,867 | -0.16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 547,894 | 2.25 | 28,140 | 1.87 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14,016 | 0.62 | 720 | 0.14 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 43,112 | 0.29 | 2,214 | -0.05 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 13,658 | 9.54 | 701 | 10.22 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 100,831 | 27.47 | 5,179 | 27.01 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 163,348 | 34.85 | 8,389 | 34.35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,128 | 11.73 | 469 | 11.16 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 7,367 | 378 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21,975 | 24.33 | 1,129 | 23.82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 74 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9,809 | 14.39 | 504 | 13.80 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12,078 | 3.35 | 620 | 2.99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 124,000 | 526.26 | 6,369 | 524.31 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18,641 | 0.22 | 1 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 27,419 | 0.11 | 1,408 | -0.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55,727 | 33.35 | 2,862 | 32.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143,504 | 0.39 | 7,370 | 0.01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18,000 | 2.53 | 924 | 1.54 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 109,046 | 2.95 | 5,601 | 2.56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 4,673 | 0.82 | 240 | 0.84 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 35,291 | 21.46 | 1,819 | 21.02 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17,760 | 3.66 | 912 | 3.28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,097 | 210 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 6,173 | 0 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 12,943 | 1.53 | 665 | 2.00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 141,748 | 8.38 | 7,280 | 7.98 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 19,621 | 20.86 | 1,008 | 20.45 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 77,938 | 210.23 | 4,003 | 209.03 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1,393 | 0.87 | 72 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,235 | 46.10 | 577 | 45.71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51,404 | 2.00 | 2,640 | 1.66 | ||||
| 2025-08-14 | 13F | Comerica Bank | 20,855 | 1.52 | 1,071 | 1.23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78,272 | 42.03 | 4,020 | 41.55 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4,554 | 7.53 | 234 | 6.88 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 17,710 | 14.07 | 910 | 13.63 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 433,980 | 0.33 | 22,289 | -0.04 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,242 | 218 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 58,892 | 423.30 | 3,025 | 421.38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49,107 | 78.56 | 2,518 | 77.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53,485 | 16.70 | 2,747 | 16.26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 130,476 | 6,685.02 | 6,701 | 6,668.69 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 66,938 | 8.28 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6,522 | 335 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 23,825 | 289.42 | 1,224 | 288.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 171,393 | 1,249.34 | 8,803 | 1,245.87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,578 | 697 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 685,603 | 75.47 | 35,213 | 74.82 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17,551 | 901 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9,600 | 493 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4,526 | 4.33 | 232 | 4.04 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4,309 | 6.90 | 221 | 7.32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,813 | 607 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 10,773 | 0.77 | 550 | -0.18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 82,387 | 468.97 | 4,231 | 467.16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 253 | 13 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33,586 | 7.06 | 1,725 | 6.62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 51,789 | 2,660 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,820 | 1,121 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 271 | 0.74 | 14 | 0.00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8,586 | 8.05 | 441 | 7.58 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14,415 | 15.53 | 740 | 15.09 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,429 | 0.43 | 228 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204,781 | 33.12 | 11 | 42.86 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 19,712 | 1,012 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38,401 | 40.47 | 1,972 | 39.96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,129 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,549,012 | 12.49 | 79,557 | 12.07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 419,015 | 27.64 | 21,521 | 27.17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 23,974 | 11.07 | 1,231 | 10.70 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 18,275 | 12.29 | 939 | 11.93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,314 | 1.70 | 222 | 1.38 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 13,306 | 11.01 | 683 | 10.70 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 219,449 | 94.17 | 11,271 | 93.44 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 98,474 | 3.46 | 5,058 | 3.08 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 67,810 | 3,483 | ||||||
| 2025-08-08 | 13F | Cercano Management LLC | 77,034 | 34.01 | 3,956 | 33.51 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55,564 | 74.53 | 2,854 | 73.86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22,125 | 1.01 | 1,136 | 0.62 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,540 | 336 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 48,663 | 199.65 | 2,499 | 198.57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34,172 | 0.60 | 1,755 | 0.29 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 80,984 | 11.58 | 4,159 | 11.17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70,137 | 7.04 | 3,602 | 6.66 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 41,202 | 27.64 | 2,116 | 27.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,938 | 3.29 | 2,103 | 2.89 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5,531 | 0.18 | 284 | 0.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2,382 | 183.57 | 122 | 183.72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,776 | 18.47 | 502 | 18.12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 250,424 | 125.63 | 12,862 | 124.80 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 180,996 | 9,296 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,050 | 0.53 | 618 | 0.49 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6,532 | 9.95 | 335 | 9.48 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,183 | 4.51 | 61 | 3.45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17,139 | 74.71 | 880 | 74.26 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 117,368 | 87.21 | 6,028 | 86.57 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 17,900 | 15.11 | 919 | 14.73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35,080 | 29,628.81 | 1,802 | 29,916.67 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5,615 | 288 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5,839 | 128.44 | 300 | 128.24 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 85,364 | 2.41 | 4,384 | 2.02 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,399 | 332.44 | 379 | 330.68 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6,745 | 346 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,543 | 34.15 | 285 | 33.33 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8,958 | 9.75 | 462 | 9.24 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 33,506 | 63.78 | 1,727 | 63.23 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 4,650 | 239 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 19,500 | 5.55 | 1,002 | 5.15 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,802 | 15.93 | 606 | 15.65 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 37,519 | 1,927 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 98,028 | 15.03 | 5,027 | 14.64 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 11,903 | 3.30 | 611 | 2.86 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 52,272 | 22.51 | 2,685 | 22.06 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 7,657 | 24.63 | 393 | 24.37 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 341 | 6.56 | 18 | 6.25 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10,020 | 515 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,985 | 51.60 | 408 | 50.55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7,578 | 0.82 | 389 | 0.52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 230,592 | 18.85 | 11,843 | 18.42 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 34,560 | 0.73 | 1,775 | 0.34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 82,965 | 11.70 | 4,261 | 11.31 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46,404 | 12.14 | 2,383 | 11.72 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 503 | 26 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 16,700 | 3.16 | 858 | 2.76 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9,953 | 511 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,734,965 | 34.37 | 140,468 | 33.87 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 240,845 | 59.28 | 12,370 | 58.68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,177 | 3.13 | 112 | 2.78 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19,755 | 85.67 | 1,015 | 85.04 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 8,831 | 454 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,358 | 2.91 | 327 | 2.52 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 57,234 | 1.10 | 2,921 | 0.10 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 34,164 | 2.30 | 1,755 | 1.92 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 6,078 | 2.81 | 312 | 2.63 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36,891 | 1.17 | 1,895 | 0.80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 295,223 | 18.09 | 15,163 | 17.65 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18,265 | 1.00 | 938 | 0.64 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 4,300 | 221 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4,336 | 222 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 67,285 | 3,456 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,623 | 1 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 57,654 | 9.81 | 2,961 | 9.02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57,054 | 125.69 | 2,930 | 124.87 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 89,065 | 0.27 | 4,574 | -0.09 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 36,003 | 268.39 | 1,849 | 267.59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,495 | 9.80 | 1,566 | 9.43 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18,994 | 976 |
