Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF meliputi Presper Financial Architects, LLC, Vantage Financial Partners, LLC, Diversified Trust Co, Founders Financial Securities Llc, N.E.W. Advisory Services LLC, Colony Group, LLC, Kestra Private Wealth Services, Llc, Apollon Wealth Management, LLC, Holistic Planning, LLC, Western Wealth Management, LLC, London & Capital Asset Management Ltd, Rollins Financial Advisors, LLC, Aqr Capital Management Llc, Bensler, LLC, Annex Advisory Services, LLC, D. E. Shaw & Co., Inc., Advyzon Investment Management, LLC, Aspire Capital Advisors LLC, XTX Topco Ltd, dan Brown Advisory Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 109,914 | 0.14 | 3,878 | 9.37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 397,391 | 3.86 | 14 | 16.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 103,040 | 17.49 | 3,635 | 28.40 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 134,514 | 1.28 | 4,746 | 10.68 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 254,467 | 1.12 | 8,978 | 10.51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 777,031 | 12.89 | 27,414 | 23.38 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 319,889 | 18.94 | 11,286 | 30.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 679,837 | 38.10 | 23,985 | 50.94 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 13,495 | 42.08 | 495 | 67.23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 12,649 | 446 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,351,355 | 19.28 | 188,796 | 30.37 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 726,645 | 14.39 | 25,636 | 25.03 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 812,962 | 2.58 | 28,681 | 12.11 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 17,585 | 39.50 | 620 | 52.71 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 165,726 | 24.53 | 5,847 | 36.11 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 77,134 | 3.15 | 2,721 | 12.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 160,080 | 2.52 | 5,648 | 12.04 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 25,392 | 37.92 | 896 | 50.67 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 165,144 | 3.14 | 5,826 | 12.73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,595 | 243.01 | 56 | 273.33 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 99,619 | 12.53 | 3,515 | 23.00 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6,057 | 214 | ||||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 1,653,432 | 50.56 | 58,333 | 64.56 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 1,026,419 | 1.03 | 36,212 | 10.42 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 290,328 | 15.49 | 10,344 | 27.48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15,071 | 532 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14,455 | 34.13 | 510 | 46.69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,779,596 | 5.68 | 63,389 | 16.61 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 127,588 | 3.78 | 4,501 | 13.43 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 20,978 | 30.76 | 740 | 43.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 215,602 | 301.24 | 7,606 | 338.64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,620 | 375 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 221 | 8 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 77,955 | 7.06 | 2,750 | 17.02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 21,335 | 4.40 | 753 | 14.11 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 205,303 | 16.14 | 7,243 | 26.94 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 92,197 | 121.20 | 3,250 | 141.56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,728,693 | 22.05 | 378,508 | 33.40 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 89,748 | 3,166 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 32,144 | 0.26 | 1,134 | 9.67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 337,087 | 0.65 | 11,899 | 10.00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 40,697 | 165.85 | 1,436 | 190.49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 283,743 | 85.98 | 10 | 150.00 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 10,101 | 356 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 97,734 | 2.87 | 3,448 | 12.46 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6,637 | 234 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,573 | 51.33 | 126 | 65.79 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 105,671 | 8.12 | 3,728 | 18.20 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 9,936 | 0.65 | 351 | 10.06 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,847 | 206 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,661 | 14.65 | 517 | 25.49 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,278,309 | 1.15 | 45,099 | 10.55 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 62,642 | 9.96 | 2,210 | 20.24 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17,440 | 6,359.26 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 129,390 | 4.24 | 4,741 | 18.32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 260,137 | 3.53 | 9,178 | 13.16 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 22,359 | 17.83 | 789 | 28.76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26,199 | 924 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44,651 | 56.35 | 1,575 | 71.01 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 21,617 | 232.06 | 763 | 262.86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,725,494 | 7.71 | 96,155 | 17.72 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 74,465 | 11.58 | 3 | 0.00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 33,434 | 15.22 | 1,180 | 25.96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 379,262 | 15.04 | 13,498 | 26.84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 56,618 | 4.65 | 1,884 | 7.85 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 288,076 | 0.03 | 10,163 | 9.33 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 147,281 | 15.72 | 5,196 | 26.48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 319,921 | 6.61 | 11,287 | 16.51 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 233 | 8 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 269,620 | 1.93 | 9,512 | 13.77 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 51,021 | 11.72 | 1,800 | 22.12 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61,446 | 96.71 | 2,168 | 114.98 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 34,804 | 0.10 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,765,583 | 6.11 | 62 | 16.98 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 169,122 | 12.82 | 5,974 | 23.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 20,733 | 731 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 191,700 | 128.98 | 6,763 | 150.30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 299,794 | 505.22 | 10,577 | 561.83 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7,856 | 277 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62,019 | 511.99 | 2,188 | 569.11 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6,615 | 233 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 209,668 | 6.12 | 7,397 | 15.99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 231,101 | 11.36 | 8,153 | 21.70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43,884 | 83.98 | 1,548 | 101.30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81,822 | 7.92 | 2,887 | 17.94 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 358,277 | 12.04 | 12,640 | 22.46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 467,657 | 87.19 | 16,499 | 104.59 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 102,166 | 0.08 | 3,604 | 9.38 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 3,450 | 122 | ||||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 5,818 | 205 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39,632 | 1,398 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 11,344 | 29.56 | 400 | 41.84 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 29,595 | 11.51 | 1,044 | 21.96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 90,911 | 63.98 | 3 | 200.00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6,012 | 212 | ||||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 310,372 | 148.31 | 10,950 | 171.42 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9,067 | 320 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 397,629 | 4.44 | 14,028 | 14.14 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 288,967 | 35.61 | 10,195 | 47.65 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 28,643 | 1,011 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89,066 | 4.76 | 3,142 | 14.50 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 114,722 | 31.43 | 4,047 | 43.66 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 24,085 | 116.92 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 577,628 | 7.28 | 20,379 | 17.26 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 240,362 | 7.23 | 8,480 | 17.19 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13,768 | 16.23 | 486 | 26.96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,400 | 332 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 12,750 | 8.51 | 450 | 18.47 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 128,687 | 33.67 | 4,540 | 46.12 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 317,222 | 5.56 | 10,240 | 2.42 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 334,480 | 1.64 | 11,800 | 11.09 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,681 | 200 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 509,206 | 4.16 | 17,965 | 13.83 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 140,321 | 5 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,147 | 570 | ||||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 723,196 | 2.90 | 25,514 | 12.46 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 99,765 | 38.12 | 3,520 | 50.97 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 89,271 | 41.14 | 3,149 | 54.29 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,250 | 3.39 | 44 | 10.00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 325,727 | 54.36 | 11,492 | 68.71 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 89,730 | 12.91 | 3,166 | 23.39 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 7,125 | 251 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 75,266 | 2.04 | 2,655 | 11.55 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,124 | 216 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,210,150 | 10.79 | 42,694 | 21.09 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 973,312 | 10.28 | 34,339 | 20.53 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 3,450 | 122 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,397,256 | 82.11 | 49,295 | 99.04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 595,164 | 56.56 | 20,997 | 71.12 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 856,138 | 0.59 | 30,205 | 9.94 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 279,053 | 5.43 | 9,845 | 15.23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58,087 | 2,049 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 914,706 | 2.47 | 32,271 | 11.99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,083 | 4.41 | 73 | 14.06 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 45,358 | 1,600 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 273 | 18.70 | 10 | 28.57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 89,104 | 0.97 | 3,144 | 10.36 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 31,429 | 110.35 | 1,109 | 129.88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 19,160 | 4.07 | 676 | 13.64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,265 | 18.93 | 468 | 29.72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,133,941 | 15.57 | 75,285 | 26.31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,653 | 13.80 | 129 | 24.27 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 99,059 | 45.10 | 3,495 | 58.60 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8,709 | 9.42 | 307 | 19.92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17,945 | 3.58 | 633 | 13.24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,360 | 4.95 | 612 | 14.82 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 459 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 39,660 | 5.55 | 1,399 | 15.43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,560 | 67.51 | 478 | 83.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,803 | 18.13 | 1,475 | 29.07 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 221,367 | 3.02 | 7,810 | 12.59 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,155 | 1.96 | 394 | 11.65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 124,740 | 5.45 | 4,401 | 15.24 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9,678 | 341 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8,121 | 287 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 47,116 | 5.30 | 1,662 | 15.10 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 15,517,215 | 13.90 | 547 | 24.60 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 52,636 | 1,928 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 52,026 | 7.86 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14,976 | 7.32 | 528 | 17.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,774,738 | 121.85 | 97,893 | 142.47 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 49,608 | 10.25 | 1,750 | 20.52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 541,925 | 36.89 | 19,119 | 49.61 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 135,837 | 26.27 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28,348 | 13.87 | 1,000 | 24.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116,736 | 20.52 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 40,475 | 2.66 | 1,428 | 12.19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 367,223 | 6.53 | 12,956 | 16.43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 238,766 | 0.10 | 8,424 | 9.40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 33,200 | 1,171 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 104,935 | 13.80 | 3,702 | 24.40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,763 | 12.85 | 274 | 22.97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25,296 | 11.49 | 892 | 21.86 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 57,906 | 9.44 | 2,043 | 19.63 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 318,015 | 1.80 | 11,220 | 11.26 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 139,461 | 8.03 | 4,920 | 18.07 | ||||
| 2025-08-08 | 13F | Creative Planning | 24,673 | 26.70 | 870 | 38.54 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 29,214 | 4.57 | 1,031 | 9.46 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 344,469 | 8.68 | 12,153 | 18.78 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 46,524 | 43.75 | 1,641 | 57.18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,754 | 11.99 | 521 | 22.64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99,758 | 11.84 | 3,519 | 22.23 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 22,800 | 15.15 | 804 | 25.82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,788,479 | 15.98 | 98,385 | 26.76 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,277 | 257 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 59,707 | 17.44 | 2,106 | 28.34 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,828,658 | 0.12 | 64,515 | 9.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 21,023 | 1,721.75 | 742 | 1,902.70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 790 | 1.28 | 28 | 12.50 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 145,638 | 9.43 | 4,663 | 1.77 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 25,774 | 40.29 | 909 | 53.29 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 155,089 | 8.81 | 5,472 | 18.93 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 5,836 | 206 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 46,819 | 8.94 | 1,652 | 19.03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 229,565 | 0.48 | 8,099 | 9.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,031,681 | 50.77 | 36,305 | 64.82 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 75,286 | 1.70 | 2,656 | 11.18 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 101,219 | 3,571 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8,520 | 21.35 | 301 | 32.74 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 52,673 | 2.00 | 1,858 | 11.52 |
