Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree Floating Rate Treasury Fund meliputi Stonebridge Wealth Management, LLC, Family Legacy Financial Solutions, LLC, Tower Research Capital LLC (TRC), Landaas & Co /wi /adv, Knightsbridge Asset Management, Llc, F&V Capital Management, LLC, 1858 Wealth Management, Llc, Portfolio Design Labs, LLC, Ieq Capital, Llc, Sierra Capital LLC, GHMS - Goose Hollow Multi-Strategy Income ETF, Elser Financial Planning, Inc, Sollinda Capital Management LLC, Future You Wealth Llc, Duncan Williams Asset Management, LLC, Turtle Creek Wealth Advisors, LLC, VSM Wealth Advisory, LLC, CWA Asset Management Group, LLC, Cove Private Wealth, LLC, dan Wealth Effects 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Team Financial Group, LLC | 488,819 | 14.93 | 24,592 | 14.88 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 25,146 | 4.00 | 1,265 | 4.03 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 175,454 | 473.25 | 8,827 | 473.18 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10,129 | 510 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 11,990 | 137.90 | 603 | 138.34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 256 | 13 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 377,362 | 18,985 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13,127 | 32.24 | 660 | 32.26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,015 | 1.40 | 51 | 2.00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 167,470 | 38.94 | 8,429 | 38.96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 267,364 | 2.16 | 13,451 | 2.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,060,957 | 13.71 | 103,689 | 13.67 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7,500 | 377 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4,074 | 205 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 233,236 | 5.10 | 11,734 | 5.06 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4,657 | 234 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 52,148 | 0.80 | 2,624 | 0.77 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,940 | 5.20 | 450 | 5.15 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,371 | 270 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 43,624 | 65.72 | 2,195 | 65.71 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 34,390 | 1,730 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5,063 | 11.47 | 255 | 11.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,632 | 25.17 | 585 | 25.27 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1,620,823 | 0.65 | 81,544 | 0.61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 214,620 | 7.79 | 10,798 | 7.74 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14,791 | 1.61 | 744 | 1.64 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4,667 | 235 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 5,130 | 258 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35,084 | 0.91 | 1,765 | 0.86 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,655 | 41.59 | 888 | 41.63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 223,866 | 19.56 | 11,263 | 19.52 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 1,211,245 | 30.64 | 60,986 | 30.69 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 373,482 | 35.92 | 18,790 | 35.87 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 5,375 | 270 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,911 | 0.48 | 146 | 0.69 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,688 | 11.46 | 890 | 11.40 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 70,336 | 16.21 | 3,539 | 16.15 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 274,798 | 4.90 | 13,825 | 4.86 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,176,529 | 8.82 | 109,501 | 8.78 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 7 | 0.00 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 6,367 | 8.97 | 320 | 8.84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 257,177 | 2.18 | 12,939 | 2.14 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 866,380 | 15.32 | 43,588 | 15.27 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 32,917 | 1.08 | 1,656 | 1.10 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 494,472 | 4.14 | 24,887 | 4.16 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7,477,626 | 5,028.76 | 149 | -97.98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40,801 | 135.79 | 2,053 | 135.86 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 10 | ||||||
| 2025-07-30 | NP | CEW - WisdomTree Emerging Currency Strategy Fund N/A | 8,000 | 33.33 | 403 | 33.11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,697 | 58.10 | 438 | 58.33 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 275,437 | 88.31 | 13,857 | 88.12 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 133 | 7 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1,170,660 | 3.65 | 58,896 | 3.61 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 55 | 3.77 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 98,163 | 443.66 | 4,944 | 444.49 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5,230 | 210.39 | 263 | 213.10 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5,569 | 280 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 27,874 | 1,402 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,095 | 206 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206,227 | 4.59 | 10,375 | 4.54 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 19,952 | 13.49 | 1,004 | 13.46 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 187,937 | 55.94 | 9,455 | 55.92 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 49,566 | 2.51 | 2,494 | 2.47 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13,664 | 3.27 | 687 | 3.31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,489,055 | 38.25 | 74,914 | 38.20 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 45,948 | 3.05 | 2,312 | 2.99 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 16,137 | 50.86 | 812 | 50.74 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 166,016 | 8,352 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 11,057 | 79.32 | 556 | 79.35 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1,439,759 | 1.80 | 72,434 | 1.76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,615,438 | 12.27 | 131,583 | 12.22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 217,072 | 22.99 | 10,921 | 22.95 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 6,024 | 303 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 43,800 | 14.11 | 2,204 | 14.09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,608 | 232 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 600,907 | 6.45 | 30,232 | 6.41 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 52,484 | 1,019.54 | 2,640 | 1,023.40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 684,648 | 3.59 | 34 | 3.03 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 2,036,000 | 4.90 | 14,428 | 49.63 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 249,153 | 0.94 | 12,535 | 0.90 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 39,001 | 2.65 | 1,962 | 2.62 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 14,234 | 244.98 | 716 | 245.89 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 67,660 | 2.70 | 3,404 | 2.65 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 90,990 | 5 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 955,512 | 26.08 | 48,072 | 26.03 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14,234 | 716 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 329,928 | 4.42 | 16,599 | 4.38 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15,651 | 787 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 83,808 | 64.16 | 4,216 | 64.11 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 420,794 | 0.29 | 21,170 | 0.23 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 9,257 | 0.29 | 466 | 0.22 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 8,340 | 67.60 | 420 | 67.60 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 49,707 | 1.34 | 2,501 | 1.30 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 150,211 | 276.94 | 7,557 | 276.91 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 45,545 | 67.63 | 2,291 | 67.59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 205,276 | 322.54 | 10,327 | 322.37 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 27,771 | 4.45 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 140,709 | 14.60 | 7,079 | 14.57 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 265,204 | 22.02 | 13,342 | 21.97 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 138,356 | 10.29 | 6,961 | 10.25 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,640 | 1.05 | 83 | 1.23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15,828,199 | 1.25 | 796,317 | 1.21 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 658,721 | 25.29 | 33,140 | 25.24 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 6,000 | 302 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,288 | 2.17 | 367 | 1.95 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 45,413 | 3.14 | 2,285 | 3.07 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99 | 5 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3,266 | 164 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,842 | 93 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6,427 | 8.02 | 323 | 8.03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 199,218 | 10,023 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,526 | 135.36 | 228 | 136.46 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 84,950 | 29.62 | 4,274 | 29.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,305,866 | 13.16 | 66 | 12.07 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 253,909 | 130.24 | 12,774 | 130.16 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 131 | 0.77 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 18,231 | 91.80 | 917 | 91.84 | ||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 616,069 | 55.59 | 30,994 | 55.52 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 83,378 | 2.34 | 4,195 | 2.29 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22,399 | 0.16 | 1,127 | 0.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 998 | 6.74 | 50 | 6.38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1,088,632 | 8.72 | 54,769 | 8.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,451 | 3.09 | 375 | 3.03 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53,998 | 6.54 | 2,717 | 135,700.00 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 295,888 | 90.18 | 14,883 | 89.88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,074 | 1.34 | 255 | 1.59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150,212 | 5.67 | 7,528 | 5.23 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 651,001 | 58.06 | 32,752 | 58.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 28,743 | 0.70 | 1,446 | 0.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 749,385 | 12.04 | 38 | 12.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,587,844 | 21.83 | 784,224 | 21.79 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1,494,721 | 7.73 | 75,199 | 7.69 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 731,499 | 260.98 | 36,802 | 260.83 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 263,542 | 3.09 | 13,259 | 3.05 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 88,002 | 13.91 | 4,427 | 13.86 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,763 | 1.08 | 240 | 0.84 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 229 | 257.81 | 12 | 266.67 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 505,756 | 6.81 | 25,445 | 6.77 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47,110 | 1.94 | 2,370 | 1.89 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 42,866 | 8.09 | 2,157 | 8.02 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33,881 | 50.90 | 1,705 | 50.80 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31,655 | 85.59 | 1,593 | 85.55 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 146,684 | 25.02 | 7,380 | 24.81 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 218,166 | 0.65 | 10,976 | 0.61 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 21,312 | 15.96 | 1,072 | 15.89 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,976 | 2.94 | 250 | 2.88 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 89,631 | 6.00 | 4,509 | 5.97 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 149,676 | 5.60 | 7,530 | 5.62 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 222,283 | 12.23 | 11 | 22.22 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15,044 | 55.22 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69,873 | 13.22 | 3,517 | 13.24 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 104,069 | 5.32 | 5,236 | 5.27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,502 | 16.82 | 327 | 16.79 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 19,043 | 0.30 | 958 | 0.31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188,787 | 9,498 | ||||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 14,922 | 10.85 | 751 | 10.78 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 83,960 | 2.03 | 4,224 | 2.00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 85,876 | 1.65 | 4,320 | 1.60 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 248,679 | 28.65 | 12,511 | 28.61 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24,028 | 32.25 | 1,209 | 32.17 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 188,015 | 21.57 | 9,459 | 21.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,410,966 | 2.07 | 171,604 | 2.02 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 11,852 | 596 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,018 | 605 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11,732 | 59.49 | 590 | 59.46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11,340 | 0.16 | 571 | 0.18 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 12,009 | 1.09 | 604 | 1.17 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 440 | 1.15 | 22 | 4.76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31,773 | 13.43 | 1,598 | 13.41 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 214 | 12.04 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 15,440 | 22.46 | 777 | 22.40 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24,947 | 10.12 | 1,255 | 10.09 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 18,829 | 947 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18,838 | 53.04 | 948 | 52.99 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 32,822 | 137.32 | 1,651 | 137.21 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 322 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 799,787 | 2.44 | 40,253 | 2.44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75,937 | 8.68 | 3,820 | 8.65 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 48,726 | 0.97 | 2,451 | 0.95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 63,996 | 37.77 | 3,220 | 37.74 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,911 | 230.80 | 146 | 231.82 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 508,939 | 14.79 | 25,604 | 14.73 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 22,741 | 10.96 | 1,144 | 10.86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,418,540 | 12.23 | 71 | 12.70 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19,267 | 1 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17,848 | 0.48 | 898 | 0.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 331,742 | 23.69 | 16,687 | 23.65 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 24,651 | 131.33 | 1,240 | 131.34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 29 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 205,741 | 19.81 | 10,351 | 19.76 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,583 | 80 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 36,094 | 151.81 | 1,816 | 151.73 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 56,162 | 5.24 | 2,826 | 5.17 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 372,394 | 27.80 | 18,735 | 27.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,876 | 3,566 | ||||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 20,000 | 1,007 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,646 | 4.81 | 0 | |||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17,919 | 902 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 58,375 | 9.65 | 2,937 | 9.59 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 44,094 | 324.84 | 2,218 | 324.90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6,963,911 | 11.01 | 350,354 | 10.96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,308 | 8.80 | 468 | 8.84 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 30,173 | 10.79 | 1,518 | 10.73 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 59 | 3 | ||||||
| 2025-04-28 | NP | RISN - Inspire Tactical Balanced ESG ETF | 484,641 | 35.51 | 24,407 | 35.68 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 152,406 | 27.65 | 7,668 | 27.59 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,607 | 0.41 | 232 | 0.43 | ||||
| 2025-07-16 | 13F | Novem Group | 359,843 | 85.38 | 18,104 | 85.31 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 17,112 | 4.13 | 861 | 3.99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90,958 | 13.86 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 22,700 | 20.11 | 1,142 | 20.08 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 28,251 | 13.24 | 1,421 | 13.23 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 179,572 | 15.77 | 9,034 | 15.73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,248,759 | 24.63 | 414,995 | 24.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,356,350 | 61.63 | 68,238 | 61.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 931,709 | 42.55 | 46,874 | 42.49 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 149,754 | 50.56 | 8 | 40.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 13,364 | 0.14 | 672 | 0.15 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 45,649 | 132.22 | 2,297 | 132.15 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 94,945 | 18.91 | 4,777 | 18.87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12,318 | 2.29 | 620 | 1.98 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 755 | 38 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 263,419 | 19.85 | 13,253 | 19.80 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 414,813 | 12.81 | 20,869 | 12.77 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 33,761 | 7.97 | 1,699 | 7.95 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 40,937 | 2,060 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 286,331 | 45.29 | 14,405 | 45.23 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 60,867 | 3,062 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 86,587 | 13.23 | 4,356 | 13.20 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,252 | 6.95 | 415 | 6.96 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 161,958 | 101.18 | 8,148 | 101.14 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 8,562 | 16.82 | 431 | 16.85 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 32,222 | 3.04 | 1,621 | 3.05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111,926 | 68.88 | 5,631 | 68.82 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 282,984 | 14.18 | 14,237 | 14.13 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 261,883 | 228.48 | 13,175 | 228.39 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 16,327 | 821 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,582,438 | 4.68 | 230,527 | 4.84 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 28,010 | 1 | ||||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 8,792 | 3.63 | 442 | 3.51 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,892 | 12.01 | 498 | 11.94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 76,284 | 39.68 | 3,838 | 39.63 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 12,271 | 617 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 139,787 | 9.66 | 7,033 | 9.62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12,633 | 194.13 | 636 | 193.98 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 39,445 | 206.23 | 1,984 | 206.17 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 714,063 | 1.96 | 35,924 | 1.92 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 150,680 | 7,581 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,808 | 242 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6,456 | 34.67 | 325 | 34.44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,931 | 298 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 463,131 | 62.98 | 23,300 | 62.91 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 112,643 | 0.86 | 5,667 | 0.84 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22,253 | 12.22 | 1,120 | 12.12 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 130,313 | 0.16 | 6,556 | 0.12 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 51,784 | 41.53 | 2,605 | 41.50 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,055 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,588,826 | 1.05 | 79,934 | 1.01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,423 | 22.04 | 1,933 | 22.03 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 533,436 | 136.21 | 26,837 | 136.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,363,322 | 8.29 | 169,209 | 8.24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 194,357 | 10.90 | 9,778 | 10.86 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 214,618 | 31.50 | 10,797 | 31.45 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 325,577 | 15.99 | 16,380 | 15.97 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20,713 | 115.00 | 1,046 | 115.91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,074,280 | 16.01 | 54,047 | 15.96 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 29,912 | 11.77 | 1,505 | 11.74 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24,752 | 140.97 | 1 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19,166 | 14.26 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,377,662 | 0.21 | 320,860 | 0.17 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 4,000 | 201 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 191,366 | 9.35 | 9,628 | 9.31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 387,410 | 239.32 | 19,491 | 239.19 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 154,429 | 47.06 | 7,769 | 47.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21,825 | 294.17 | 1,098 | 294.96 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 415,331 | 4,053.31 | 20,895 | 4,054.08 | ||||
| 2025-08-14 | 13F | Bank of Marin | 22,459 | 1,130 | ||||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 10,569 | 9.92 | 532 | 9.94 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 570,886 | 13.11 | 28,721 | 13.06 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 195,521 | 1.13 | 9,864 | 1.38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 394,149 | 19,830 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,876 | 4.40 | 94 | 4.44 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 499,748 | 51.25 | 25,142 | 51.19 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22,320 | 2,876.00 | 1,123 | 2,932.43 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64,963 | 147.05 | 3,270 | 147.09 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 8,890 | 447 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6,528 | 8.60 | 328 | 8.61 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 19,875 | 1,002 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 263,929 | 0.44 | 13,278 | 0.40 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 252,879 | 35.56 | 12,722 | 35.51 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 414,856 | 20,871 |
