Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Short-Term National Muni Bond ETF meliputi City Of London Investment Management Co Ltd, Quadrature Capital Ltd, Sentinel Wealth Management, Inc., North Dallas Bank & Trust Co, Midwestern Financial, LLC /IA, Foronjy Financial Llc, Skyline Advisors, Inc., FSM Wealth Advisors, LLC, Dohj, Llc, Bank Of Hawaii, L2 Asset Management, LLC, Rockport Wealth LLC, Discipline Wealth Solutions, LLC, Investment Partners, Ltd., Oak Family Advisors, Llc, LeConte Wealth Management, LLC, Forefront Analytics, LLC, Gibbs Wealth Management, Financial Advisory Corp /ut/ /adv, dan Midwest Trust 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,631 | 9.35 | 492 | 10.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49,086 | 11.33 | 5,220 | 12.09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6,581 | 60.63 | 700 | 61.81 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 10,204 | 0.01 | 1,085 | 0.74 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,706 | 10.31 | 289 | 12.02 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 12,072 | 29.50 | 1,284 | 30.39 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18,135 | 0.78 | 1,928 | 1.47 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3,557 | 5.05 | 378 | 5.88 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 51,310 | 5 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5,197,326 | 20.12 | 552,684 | 20.96 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 12,707 | 4.69 | 1,351 | 5.46 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 255,040 | 6.55 | 27,121 | 7.30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81,485 | 8,665 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 60,557 | 27.02 | 6,440 | 27.91 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12,657 | 19.39 | 1,346 | 19.88 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0.88 | 12 | 0.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,600 | 76.27 | 276 | 78.06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,550 | 4.94 | 271 | 5.86 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 298,896 | 8.49 | 31,785 | 9.25 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,607 | 24.32 | 809 | 25.08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,226 | 0.09 | 0 | |||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 2,535 | 32.10 | 270 | 33.17 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2,940 | 3.45 | 313 | 4.00 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,894 | 733 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 6,392 | 86.79 | 680 | 88.09 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 140,610 | 35.36 | 14,952 | 36.31 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 5,126 | 0.49 | 545 | 1.30 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3,424 | 0.26 | 364 | 1.11 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7,285 | 3.95 | 775 | 4.59 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 31,013 | 1.31 | 3,298 | 2.01 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,505 | 5.45 | 798 | 6.26 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 43 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 65,765 | 37.27 | 6,993 | 38.23 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3,700 | 0.52 | 393 | 1.29 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4,018 | 89.26 | 427 | 90.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 4,926 | 524 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8,299 | 4.73 | 876 | 4.91 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 21,668 | 0.19 | 2,304 | 0.92 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 10,684 | 59.68 | 1,136 | 60.91 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 79,141 | 4.02 | 8,416 | 4.74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 90,007 | 48.23 | 10 | 50.00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 37,437 | 12.16 | 3,981 | 12.97 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7,907 | 841 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 1,921 | 204 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 60,505 | 6,433 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 | 4 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64,591 | 15.01 | 6,869 | 15.82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,503 | 77.60 | 1,436 | 78.93 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15,181 | 12.62 | 1,614 | 13.42 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 310,219 | 3.67 | 32,989 | 4.39 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 844 | 90 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,939 | 8.22 | 525 | 9.15 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4,452 | 31.40 | 473 | 32.87 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 881 | 19.54 | 94 | 20.78 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8,284 | 0.57 | 881 | 1.27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,738 | 62.70 | 1,355 | 63.92 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9,112 | 3.33 | 969 | 3.97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12,258 | 0.38 | 1,304 | 1.09 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 239 | 0.42 | 25 | 0.00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6,142 | 70.37 | 653 | 71.84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 584,732 | 1.01 | 62,180 | 2.00 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 30,465 | 11.13 | 3,240 | 11.92 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2,121 | 226 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,168 | 1.13 | 124 | 2.48 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 39,397 | 9.43 | 4,190 | 10.21 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 49,469 | 30.95 | 5,261 | 31.86 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6,679 | 69.73 | 710 | 71.08 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7,922 | 0.76 | 842 | 1.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668,997 | 2.09 | 71 | 2.90 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8,065 | 117.39 | 858 | 119.18 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 34,535 | 5.24 | 3,672 | 5.97 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12,636 | 1.09 | 1,344 | 1.74 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,636,435 | 2.76 | 280,359 | 3.48 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1,895 | 202 | ||||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5,277 | 4.29 | 557 | |||||
| 2025-07-24 | 13F | Eastern Bank | 423 | 1,264.52 | 45 | 1,366.67 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,505 | 0.83 | 1,542 | 1.51 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 28,825 | 3,065 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 23,262 | 0.02 | 2,474 | 0.73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 133,662 | 8.29 | 14 | 7.69 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 15,316 | 5.15 | 1,629 | 5.85 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33,627 | 3.05 | 3,576 | 3.77 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6,300 | 670 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 130,304 | 13,857 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2,303 | 245 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 107,503 | 1.60 | 11,432 | 2.31 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 2,034 | 0.54 | 216 | 1.41 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 35,050 | 0.22 | 3,727 | 0.92 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2,591 | 276 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68,148 | 10.33 | 7,247 | 11.10 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 94,218 | 45.68 | 10,019 | 46.71 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2,080 | 18.52 | 221 | 19.46 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10,949 | 2.85 | 1,164 | 3.56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 290,483 | 6.79 | 30,675 | 6.92 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,354 | 5.96 | 1,959 | 7.05 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 45,166 | 0.29 | 4,803 | 1.01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 31,774 | 7.88 | 3,379 | 8.62 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 4,065 | 12.42 | 432 | 13.39 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2,840 | 28.51 | 302 | 29.61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,961 | 29.28 | 636 | 30.86 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 16,600 | 30.71 | 1,765 | 31.62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 216,032 | 524.89 | 23 | 633.33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3,126 | 332 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,990 | 26.86 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,022 | 303.82 | 428 | 306.67 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 39,004 | 49.70 | 4,148 | 50.75 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,067 | 118.95 | 645 | 120.89 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 16,709 | 7.01 | 1,776 | 8.56 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 73,104 | 2.71 | 7,774 | 3.42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 598 | 374.60 | 64 | 384.62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,277,407 | 21.45 | 135,839 | 22.30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102,775 | 7.78 | 10,929 | 8.54 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 641 | 61.06 | 68 | 61.90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137,877 | 85.71 | 14,662 | 87.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63,223 | 4.26 | 6,723 | 5.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 171,641 | 1,228.49 | 18,252 | 1,238.12 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2,210 | 235 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 31 | 3 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 51,373 | 11.81 | 5,463 | 12.62 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 6,382 | 0.06 | 679 | 0.89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 332,223 | 5.69 | 35,325 | 7.06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,851 | 167.10 | 197 | 168.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 668,165 | 43.95 | 71,053 | 44.95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17,696 | 4.38 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,708 | 20.72 | 1,458 | 21.52 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 18,052 | 3.59 | 1,920 | 4.29 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24,024 | 1.91 | 2,555 | 2.61 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8,748 | 930 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3,539 | 376 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6,077 | 41.82 | 646 | 42.92 | ||||
| 2025-07-09 | 13F | Exchange Bank | 10,435 | 20.57 | 1,110 | 21.47 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 4,674 | -1.62 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6,370,874 | 92.80 | 677,479 | 94.15 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 172,817 | 0.33 | 18,379 | 1.55 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 37,600 | 3.72 | 3,998 | 4.44 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 13,254 | 0.04 | 1,409 | 0.71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,565 | 3.52 | 592 | 4.23 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 2,368 | 3.54 | 252 | 4.15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 18,619 | 1,980 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 547,610 | 10,878.55 | 58,233 | 10,970.72 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10,578 | 7.72 | 1,125 | 8.49 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 264 | 0.76 | 28 | 3.70 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,691 | 10.54 | 393 | 11.36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 970,378 | 14.19 | 103,190 | 14.99 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 12,561 | 5.44 | 1,337 | 6.79 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2,535 | 270 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,025 | 10,331.03 | 322 | 10,600.00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 23,177 | 11.04 | 2,465 | 11.80 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 364 | 87.63 | 39 | 90.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 61,197 | 22.96 | 6,508 | 23.82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10,701 | 16.54 | 1,138 | 17.46 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 525 | 0 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4,054 | 0.27 | 431 | 0.94 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4,000 | 0.08 | 425 | 0.71 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 16,736 | 35.10 | 1,780 | 36.01 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,957 | 0.06 | 527 | 0.76 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8,517 | 906 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16,200 | 14.08 | 1,723 | 14.88 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4,615 | 491 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,524 | 24.96 | 375 | 25.93 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 479 | 51 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,227,599 | 2.80 | 768,583 | 3.52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,155,039 | 15.13 | 122,827 | 15.94 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6,803 | 723 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 27,860 | 6.76 | 2,963 | 7.51 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 235,731 | 8.30 | 25,068 | 9.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 526,015 | 38.59 | 55,936 | 39.56 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 243,754 | 18.93 | 25,921 | 19.77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 12,883 | 52.41 | 1,370 | 53.48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522,386 | 5.24 | 55,550 | 5.98 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9,077 | 26.90 | 965 | 27.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77,970 | 6.65 | 8,291 | 7.40 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5,936 | 0.44 | 634 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,574 | 4.16 | 1,873 | 5.40 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 9,672 | 0.45 | 1,029 | 1.18 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 9,920 | 0.49 | 1,055 | 1.15 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 40,212 | 8.39 | 4,276 | 9.17 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 1,922 | 195.69 | 204 | 200.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8,082 | 36.84 | 859 | 37.88 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 18,985 | 0.53 | 2,019 | 1.20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266,631 | 9.97 | 28,354 | 10.75 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 91,451 | 8.52 | 9,725 | 9.27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9,404 | 0.01 | 1,000 | 0.81 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 16,907 | 219.66 | 1,798 | 222.04 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 23,403 | 3.97 | 2,485 | 4.55 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3,738 | 397 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 113,906 | 6.72 | 12,113 | 7.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,470 | 2.35 | 1,541 | 3.42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 194,536 | 22.35 | 20,687 | 23.21 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,337 | 7.33 | 1,737 | 8.09 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1,696 | 0.71 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 17,332 | 0.32 | 1,843 | 1.04 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 3,060 | 325 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 903 | 19.92 | 96 | 21.52 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,506 | 103.52 | 2,606 | 104.96 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7,520 | 13.85 | 800 | 14.63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,898,621 | 4.98 | 733,599 | 5.71 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5,956 | 58.49 | 633 | 59.85 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 11,415 | 7.79 | 1,214 | 8.50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 569,684 | 1.88 | 60,580 | 2.59 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 4,175 | 43.97 | 444 | 44.77 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23,787 | 41.35 | 2,530 | 42.32 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3,525 | 0 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 16,748 | 26.68 | 1,781 | 27.51 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 9,101 | 60.57 | 968 | 61.71 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72,649 | 908,012.50 | 7,725 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8,471 | 0.58 | 901 | 1.24 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9,234 | 0.12 | 982 | 0.93 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 29,561 | 0.13 | 3,143 | 0.83 | ||||
| 2025-08-14 | 13F | Wit, Llc | 418,588 | 44,513 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 37,497 | 178.04 | 4 | 200.00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5,952 | 22.02 | 633 | 22.72 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 13,470 | 2.59 | 1,432 | 3.32 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 19,512 | 70.05 | 2,075 | 71.26 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 833 | 89 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,503,994 | 4.39 | 585,294 | 5.12 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 24,619 | 23.96 | 2,618 | 24.80 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4,116 | 0.51 | 438 | 1.39 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7,495 | 2.04 | 797 | 2.84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73,148 | 34.91 | 8 | 40.00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10,135 | 60.44 | 1,078 | 61.47 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 18,175 | 1.32 | 1,933 | 2.01 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 599,247 | 2.88 | 63,680 | 3.53 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2,264 | 241 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11,487 | 0.81 | 1,221 | 1.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 345,796 | 9.18 | 36,772 | 9.94 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6,054 | 43.43 | 644 | 44.49 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 63,498 | 1.04 | 6,752 | 1.75 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 28,812 | 4.78 | 3,064 | 5.51 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 10,779 | 65.68 | 1,146 | 66.81 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 254,317 | 2.11 | 27,044 | 2.82 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 37,621 | 3.40 | 4,001 | 4.11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 43 | 5 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 4,984 | 4.95 | 530 | 5.79 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 11,395 | 1,212 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,600 | 6.67 | 170 | 7.59 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5,025 | 0.58 | 534 | 1.33 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 70,870 | 128.86 | 7,536 | 130.46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50,339 | 314.65 | 5,353 | 317.80 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,412,277 | 8.98 | 362,861 | 9.74 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65,049 | 16.52 | 6,917 | 17.34 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 50,317 | 2.22 | 5,351 | 2.92 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2,073 | 220 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 6,842 | 7.43 | 728 | 8.18 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 88,007 | 29.79 | 9,359 | 30.70 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1,959 | 208 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,421 | 364 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 98,841 | 14.92 | 10,511 | 15.72 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,228 | 156.90 | 131 | 160.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,606 | 3.88 | 809 | 4.53 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 134,037 | 26.78 | 14,254 | 27.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 544,529 | 0.27 | 57,905 | 0.98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 279,363 | 12.64 | 29,709 | 13.41 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 14,918 | 5.16 | 1,586 | 5.87 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8,749 | 29.92 | 930 | 30.80 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 7,150 | 760 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 102,223 | 9.19 | 10,866 | 10.02 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13,637 | 21.98 | 1,450 | 22.88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 198,105 | 6.86 | 21,066 | 7.61 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21,608 | 43.12 | 2,298 | 44.10 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,000 | 319 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 16,512 | 8.01 | 1,756 | 8.74 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 68 | 1.49 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 20,132 | 0.49 | 2,141 | 1.18 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 19,420 | 142.60 | 2,065 | 144.38 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 6,004 | 69.65 | 638 | 71.05 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 11,997 | 7.19 | 1,276 | 7.96 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,398 | 255 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 4,160 | 12.07 | 442 | 13.04 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2,011 | 214 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 270,077 | 11.41 | 28,720 | 12.19 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3,159 | 0.61 | 336 | 1.21 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 230,019 | 6,033.84 | 24,460 | 6,076.77 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1,988 | 211 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12,679 | 3.06 | 1,348 | 3.77 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11,884 | 90.11 | 1,264 | 91.36 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,092 | 0.58 | 222 | 1.37 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 1,929 | 205 | ||||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 9,344 | 32.84 | 994 | 33.83 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,218 | 49.01 | 768 | 50.10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,418,214 | 7.47 | 150,813 | 8.22 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5,690 | 6.28 | 605 | 7.08 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 39,565 | 2.04 | 4,207 | 2.76 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 6,936 | 27.06 | 738 | 27.95 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4,669 | 41.10 | 497 | 42.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,066 | 113 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0.00 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 486 | 52 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15,290 | 0.35 | 1,626 | 0.99 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,690 | 0.21 | 1,349 | 0.90 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 9,314 | 9.45 | 991 | 10.36 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 804 | 0.63 | 85 | 1.19 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3,285 | 349 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 75,300 | 42.13 | 8,007 | 43.14 | ||||
| 2025-07-16 | 13F | Novem Group | 5,938 | 11.60 | 631 | 12.48 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 97,860 | 51.39 | 10,407 | 52.47 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 37,918 | 25.06 | 4,032 | 25.96 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36,639 | 8.65 | 3,896 | 9.41 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,135 | 44.27 | 333 | 45.41 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2,202 | 234 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,736 | 0.48 | 291 | 1.05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,609 | 6.37 | 597 | 7.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 45,267 | 16.05 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2,938 | 0.20 | 312 | 0.97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,253 | 452 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7,045 | 2.41 | 749 | 3.17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 990,029 | 1.56 | 105,252 | 2.24 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,887 | 732 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1,925 | 205 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 2,693,738 | 1.30 | 286,452 | 2.01 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 5,826 | 54.29 | 620 | 55.78 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 71,836 | 3.07 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 3,562 | 7.29 | 379 | 8.00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 397,823 | 730.75 | 42,304 | 736.71 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 16,555 | 0.26 | 1,760 | 0.98 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 88,830 | 11.46 | 9,446 | 12.23 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 11,780 | 11.87 | 1,253 | 12.69 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2,917 | 13.68 | 310 | 14.81 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24,377 | 27.16 | 2,592 | 28.06 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 19,462 | 1.79 | 2,070 | 2.48 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3,408 | 2.34 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 8,005 | 15.71 | 851 | 16.58 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 75,419 | 18.91 | 8,020 | 19.76 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,040 | 110 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,405 | 7.58 | 894 | 8.24 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 8,543 | 11.01 | 908 | 11.82 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 55,382 | 3.78 | 5,889 | 4.51 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 3,005 | 320 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 18,399 | 4.87 | 1,957 | 5.62 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 142,680 | 2.79 | 15,173 | 3.51 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8,187 | 0.04 | 871 | 0.69 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3,710 | 17.52 | 395 | 18.32 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17,056 | 175.72 | 1,814 | 177.64 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 20,732 | 58.15 | 2,205 | 59.25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 30,996 | 24.15 | 3,296 | 25.04 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,532 | 269 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,907 | 11.24 | 522 | 12.04 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 8,853 | 196.58 | 941 | 198.73 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 4,120 | 13.06 | 438 | 14.06 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 5,543 | 0.58 | 589 | 1.38 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,126 | 10.99 | 2,672 | 11.76 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 16,061 | 41.06 | 1,708 | 42.01 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 109,496 | 8.31 | 11,644 | 9.07 | ||||
| 2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 15,674 | 1,667 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 302,116 | 4.00 | 32,127 | 4.74 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 32,912 | 22.88 | 3,500 | 23.73 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 200,825 | 11.33 | 21,356 | 12.11 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 156,443 | 0.21 | 16,636 | 0.91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,884 | 307 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3,098 | 25.78 | 329 | 26.54 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 15,596 | 10.64 | 1,658 | 11.42 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 5,208 | 10.22 | 554 | 11.04 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,453 | 8.19 | 899 | 8.85 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 203 | 22 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,941 | 6.12 | 205 | 5.70 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3,683 | 44.09 | 392 | 45.35 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 73,739 | 1.11 | 7,841 | 1.82 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 333,263 | 57.57 | 35,439 | 59.93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 21,922 | 13.04 | 2,331 | 13.87 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 29,234 | 2.85 | 3,109 | 3.57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6,659 | 0.56 | 708 | 1.29 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61,915 | 15.29 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,920 | 15.62 | 842 | 16.46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21,127 | 8.34 | 2,247 | 9.24 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10,325 | 1.19 | 1,098 | 1.86 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19,708 | 105.29 | 2,096 | 106.81 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 22,785 | 32.35 | 2,423 | 33.22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 518,520 | 1.22 | 55,139 | 1.93 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 30,586 | 2.63 | 3,253 | 3.37 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 5,119 | 544 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 16,365 | 39.24 | 1,740 | 40.21 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,211 | 43.22 | 341 | 44.49 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 2,716 | 3.94 | 289 | 4.73 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 381,277 | 5.11 | 40,545 | 5.85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,659 | 0.95 | 283 | 1.81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28,837 | 24.61 | 3,067 | 25.50 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17,800 | 1,893 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3,200 | 340 | ||||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 13,830 | 40.08 | 1,471 | 41.07 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4,313 | 6.02 | 459 | 6.76 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,310 | 40.37 | 352 | 40.96 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 51,101 | 80.73 | 5,434 | 82.04 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 79,361 | 1.19 | 8,462 | 2.17 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 13,254 | 118.07 | 1,409 | 119.81 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 486,492 | 4.39 | 51,734 | 5.12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,366 | 10.73 | 571 | 11.55 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 5,326 | 566 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 1,989 | 212 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2,957 | 37.79 | 314 | 38.94 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 11,808 | 1,256 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3,596 | 384 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 986 | 105 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5,109 | 7.24 | 543 | 7.95 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9,545 | 385.01 | 1,015 | 390.34 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 13,659 | 18.68 | 1,452 | 19.51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24,545 | 24.70 | 2,610 | 25.66 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 3,290 | 350 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 13,077 | 1,375 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 214 | 8.08 | 23 | 10.00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 185,745 | 322.23 | 19,752 | 325.23 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14,996 | 7.08 | 1,595 | 7.85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 83,722 | 36.50 | 9 | 33.33 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 23,205 | 0.57 | 2,468 | 1.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,051 | 60.14 | 750 | 61.42 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 2,080 | 221 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 200,505 | 13.06 | 21,322 | 13.85 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 19,123 | 7.48 | 2,033 | 8.25 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 2,112 | 2.18 | 225 | 2.75 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,410 | 247.29 | 150 | 254.76 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 87,599 | 29.52 | 9,315 | 30.44 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2,460 | 8.18 | 262 | 8.75 | ||||
| 2025-08-05 | 13F | Allstate Corp | 20,644 | 2,195 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 33,148 | 0.74 | 3,525 | 1.44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12,598 | 18.87 | 1,340 | 19.66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 134,403 | 84.93 | 14,292 | 86.24 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3,036 | 57.71 | 323 | 58.62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 44,144 | 8.81 | 4,694 | 9.60 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,230 | 237 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 493,800 | 49.64 | 52,511 | 50.68 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13,241 | 1,408 | ||||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6,829 | 726 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 83,020 | 126.56 | 8,825 | 128.33 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 6,813 | 1.17 | 1 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 181 | 0 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 4,590 | 488 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44,711 | 4,755 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 1,970 | 0.05 | 209 | 0.97 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7,736 | 25.06 | 1 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12,927 | 1,375 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 44,943 | 11.12 | 4,779 | 11.89 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 2,938 | 0.55 | 312 | 1.30 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5,637 | 163.78 | 599 | 166.22 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2,644 | 1.65 | 279 | 2.95 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 20,037 | 33.72 | 2,131 | 34.64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,151 | 1.01 | 2,462 | 1.69 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 17,496 | 1,861 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 80,020 | 20.42 | 8,509 | 21.26 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 48 | 5 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 2,429 | 0.58 | 258 | 1.18 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 30,561 | 3,250 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 5,885 | 626 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 278,065 | 2.16 | 29,569 | 2.88 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38,274 | 2.50 | 4,070 | 3.25 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 5,383 | 0.94 | 572 | 1.60 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,601 | 23.39 | 1,553 | 24.26 |
