Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Broad USD High Yield Corporate Bond ETF meliputi FSTAX - Fidelity Advisor Strategic Income Fund Class A, Grimes & Company, Inc., Silver Point Capital L.P., FPCIX - Strategic Advisers Core Income Fund, BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A, Kingstone Capital Partners Texas, LLC, SPHIX - Fidelity High Income Fund, AMHYX - INVESCO High Yield Fund Class A, BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES, Fort Washington Investment Advisors Inc /oh/, Northwestern Mutual Investment Management Company, Llc, Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class, Barings Llc, MPHAX - MassMutual Premier High Yield Fund Class A, NSTLX - Neuberger Berman Strategic Income Fund Institutional Class, a16z Perennial Management, L.P., PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1, GDMA - Gadsden Dynamic Multi-Asset ETF, Modern Wealth Management, LLC, dan Keeler THomas Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Toews Corp /adv | 6,149,000 | 230,649 | ||||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 3,714 | 163.59 | 139 | 172.55 | ||||
| 2025-07-18 | 13F | Vicus Capital | 82,539 | 6.02 | 3,096 | 8.06 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1,349,330 | 4,385.21 | 50,613 | 4,472.09 | ||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 15,560 | 7.05 | 583 | 6.79 | ||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 159,100 | 6 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 223,846 | 1.56 | 8,396 | 3.49 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 22,939 | 100.17 | 860 | 104.28 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45,973,300 | 18.60 | 1,724,458 | 20.85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30,629 | 26.11 | 1,149 | 28.56 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13,398 | 15.59 | 503 | 17.84 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 80,654 | 4.18 | 3,025 | 6.18 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 10,026 | 3.19 | 376 | 5.32 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 72,952 | 3.35 | 2,736 | 5.31 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 309,413 | 8.59 | 11,606 | 10.66 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 34,656 | 2.75 | 1,300 | 4.67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,555,513 | 1.29 | 470,957 | 3.22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 144,821 | 40.54 | 5,432 | 43.21 | ||||
| 2025-07-30 | NP | AMHYX - INVESCO High Yield Fund Class A | 935,000 | 34,623 | ||||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 400,000 | 15,004 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 130,201 | 6.35 | 5 | 0.00 | ||||
| 2025-06-27 | NP | THY - Agility Shares Dynamic Tactical Income ETF | 249,000 | 7.70 | 9,113 | 5.71 | ||||
| 2025-04-28 | NP | NCOAX - Nuveen Symphony High Yield Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 670,996 | 10.17 | 25,129 | 10.67 | ||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 86,440 | 59.93 | 3,242 | 63.00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 | 0 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 232,550 | 149.71 | 8,723 | 154.43 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 20,132 | 135.16 | 755 | 139.68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16,496,902 | 3.81 | 618,799 | 5.78 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 6,760 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 401,208 | 15,049 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 28,369 | 32,508.05 | 1,064 | 35,366.67 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 4,220,839 | 1,134.11 | 158,324 | 1,157.63 | ||||
| 2025-08-27 | NP | TOBAX - Touchstone Active Bond Fund Class A | 35,191 | 1,320 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,003 | 2.54 | 900 | 4.53 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72,034 | 31.24 | 2,702 | 33.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 386,653 | 39.74 | 14,503 | 42.40 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 468,504 | 2.18 | 17,147 | 0.29 | ||||
| 2025-08-25 | NP | MPHAX - MassMutual Premier High Yield Fund Class A | 365,000 | 13,691 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 97,813 | 206.88 | 3,669 | 212.70 | ||||
| 2025-07-29 | NP | Invesco High Income Trust Ii This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,000 | 3,148 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1,934 | 1.74 | 73 | 4.35 | ||||
| 2025-08-28 | NP | BTFAX - BTS Tactical Fixed Income Fund Class A Shares | 558,697 | 265.63 | 20,957 | 272.62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 223,138 | 0.24 | 8,370 | 2.14 | ||||
| 2025-06-26 | NP | SPHIX - Fidelity High Income Fund | 1,002,300 | 36,684 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 22,299,575 | 7.17 | 834,004 | 9.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 163,255 | 1.71 | 6,124 | 3.64 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 42 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,733 | 2.50 | 214 | 4.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 981,399 | 1.88 | 36,812 | 3.82 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,526 | 1.73 | 57 | 3.64 | ||||
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,838,504 | 105,110 | ||||||
| 2025-07-24 | NP | DFRAX - DWS Floating Rate Fund Class A | 5,604 | 208 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 213,415 | 2.34 | 8,005 | 4.30 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 5,500 | 206 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 61,122 | 10.46 | 2,293 | 12.57 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 23,249 | 287.10 | 872 | 294.57 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 48,138 | 5.50 | 1,772 | 5.54 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 26,543 | 3.12 | 996 | 5.07 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 142,422 | 6.11 | 5,342 | 8.20 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 18,980 | 10.41 | 712 | 12.50 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 500 | 19 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 74,352 | 47.20 | 2,789 | 49.97 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 12,464 | 0 | ||||||
| 2025-06-13 | NP | JHYIX - abrdn Global High Income Fund Institutional Class | 76,440 | 2,798 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 39,789,440 | 4.07 | 1,492,502 | 6.05 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 335 | 48.89 | 13 | 50.00 | ||||
| 2025-08-14 | 13F | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14,399,000 | 526.32 | 540,106 | 538.23 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,793 | 100.78 | 1,787 | 103.88 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 87,478 | 1.47 | 3,281 | 3.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 15,537 | 18.70 | 583 | 21.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,133 | 22.87 | 455 | 25.34 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 28,491 | 18.61 | 1,069 | 20.81 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,123 | 0.34 | 380 | 2.16 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 33,759 | 4.99 | 1,242 | 4.99 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 161 | 6 | ||||||
| 2025-08-28 | NP | HYTR - CP High Yield Trend ETF | 1,630,226 | 27.39 | 61,150 | 29.82 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 14,800 | 545 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 145 | 5 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 18,383 | 2.07 | 690 | 4.08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 789,691 | 1.54 | 29,621 | 3.47 | ||||
| 2025-08-27 | NP | TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I | 5,948 | 223 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 23,453 | 104.03 | 1 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 23,686 | 16.40 | 888 | 18.72 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 572,228 | 21,464 | ||||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9,836 | 369 | ||||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 130,382 | 20.74 | 4,891 | 23.05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 835,552 | 206.71 | 31,342 | 212.53 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 3,055 | 113 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 102,143 | 29.62 | 3,831 | 32.10 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 26,364 | 2.01 | 989 | 3.89 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 54,214 | 15.29 | 2,034 | 17.51 | ||||
| 2025-08-27 | NP | EBABX - Eaton Vance Core Plus Bond Fund Class A | 740,000 | 311.11 | 27,757 | 324.22 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 35,050 | 46.06 | 1,315 | 48.81 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11,231 | 4.13 | 421 | 6.05 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 175,910 | 6,598 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 39,889 | 1 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 875,803 | 7.26 | 32,851 | 9.30 | ||||
| 2025-08-22 | NP | RMIF - LHA Risk-Managed Income ETF | 159,100 | 5,968 | ||||||
| 2025-08-12 | 13F | Barings Llc | 445,500 | 16,711 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 46,253 | 5.18 | 1,735 | 7.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 896 | 34 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 44,030 | 13.01 | 1,652 | 15.13 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,395 | 202 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 65,751 | 0.25 | 2,466 | 2.15 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7,807 | 293 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26,977 | 21.96 | 1,011 | 24.08 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 59,134 | 6.58 | 2,218 | 8.62 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,093 | 266 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 78,802 | 21.04 | 2,901 | 21.09 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 805,427 | 274.61 | 30,212 | 281.74 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,054 | 827 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,935 | 223 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5,470 | 205 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 203,181 | 307.69 | 7,621 | 315.54 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 2,286,619 | 74.34 | 85,497 | 78.10 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,983 | 7.14 | 374 | 9.68 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 20,140 | 35.92 | 755 | 38.53 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 103 | 4 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 147,003 | 35.61 | 5,514 | 38.20 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 643 | ||||||
| 2025-08-22 | NP | FSTAX - Fidelity Advisor Strategic Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,013,200 | 188,045 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 26,624 | 128.26 | 999 | 132.63 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 21 | 1 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 108 | 4 | ||||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 92,624 | 360.22 | 3,474 | 369.46 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 16,336 | 9.76 | 613 | 11.88 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 5,549 | 208 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 31,929 | 8.18 | 1,198 | 10.22 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 59,243 | 3.07 | 2,222 | 5.06 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 11,785 | 163.59 | 442 | 169.51 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 255 | 10 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 36,271 | 8.87 | 1,361 | 10.93 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,080 | 41 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6,444 | 242 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13,632 | 47.80 | 511 | 50.74 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,493 | 4.34 | 356 | 6.59 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 10,479 | 393 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 20,004 | 2.22 | 750 | 4.17 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 1,107,579 | 99.40 | 41,545 | 103.20 | ||||
| 2025-08-27 | NP | TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund | 22,499 | 844 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,740 | 81.90 | 478 | 85.60 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26,992 | 11,484.55 | 1,012 | 12,550.00 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 148,112 | 644.58 | 5,556 | 658.88 | ||||
| 2025-07-15 | 13F | Maseco Llp | 125,135 | 4,694 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 6,984,595 | 7,386.73 | 261,992 | 7,529.35 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17,105 | 68.84 | 642 | 71.85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12,774 | 3.19 | 479 | 5.27 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 22 | 1 | ||||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 33,407 | 19.75 | 1,253 | 22.12 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 171,308 | 63.94 | 6,426 | 67.49 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 159 | 0 | ||||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 238,455 | 11.21 | 8,944 | 13.32 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 12,201 | 122.32 | 458 | 126.24 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 28,060 | 1,053 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 310,853 | 30.87 | 11,660 | 33.36 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 683 | 68.23 | 26 | 78.57 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 19,392 | 727 | ||||||
| 2025-08-28 | NP | BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES | 743,531 | 27,890 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 348 | 13 | ||||||
| 2025-08-26 | NP | Blackrock Floating Rate Income Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 195,000 | 11.43 | 7,314 | 13.55 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 585 | 29,150.00 | 22 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 6,960 | 261 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1,767,633 | 3.09 | 66,304 | 5.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 774,867 | 439.68 | 29 | 480.00 | ||||
| 2025-09-03 | 13F | American Trust | 131,310 | 4,925 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27,447 | 120.78 | 1,021 | 126.89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 401,924 | 3.57 | 15,076 | 5.54 | ||||
| 2025-07-30 | NP | FPIOX - Strategic Advisers Income Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,600 | 1,874 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1,003,025 | 858.44 | 37,623 | 876.71 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 262,194 | 5.09 | 9,835 | 7.08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 35 | 580.00 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 78,475 | 2,944 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20,126 | 27.85 | 755 | 30.22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15,790 | 39.34 | 592 | 41.97 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 102 | 8.51 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 331,281 | 274.64 | 12,426 | 281.75 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 131 | 0 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 324,016 | 47.40 | 12,154 | 50.20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58,937 | 40.55 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 990,169 | 2.83 | 37,141 | 4.79 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 24,800 | 930 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 373,988 | 41.35 | 14,028 | 44.04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,353 | 1.12 | 88 | 3.53 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 251,467 | 0.02 | 9,246 | -0.09 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 498,512 | 15.39 | 18,699 | 17.59 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 14 | 1 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 275,659 | 1.52 | 10,340 | 3.44 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 666 | 25 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 45,836 | 1,719 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,462 | 5.41 | 355 | 7.27 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 15,707 | 3.10 | 589 | 5.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,513,071 | 206.92 | 131,776 | 212.76 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 82,929 | 1.97 | 3,111 | 3.91 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 11,280 | 26.60 | 423 | 29.36 | ||||
| 2025-06-24 | NP | NSTLX - Neuberger Berman Strategic Income Fund Institutional Class | 315,229 | 11,537 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 245,704 | 4,073.67 | 9,216 | 4,166.67 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 400,305 | 6.64 | 15,015 | 8.66 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 160,113 | 0.40 | 6 | 20.00 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9,012 | 336 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 | 221,000 | 8,290 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 111,414 | 1.86 | 4,179 | 3.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,105 | 50.49 | 1,354 | 53.34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107,798 | 28.20 | 4,044 | 30.63 | ||||
| 2025-06-23 | NP | Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio | Short | -2,613,963 | -95,671 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1,017 | 38 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 92,968 | 6.09 | 3,487 | 8.12 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 752 | 28 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class | 527,400 | 19,783 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 267 | 1.52 | 10 | 11.11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,668 | 2.11 | 213 | 3.92 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 32,190 | 0.04 | 1,207 | 1.94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 27,069 | 1,015 | ||||||
| 2025-06-26 | NP | BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,297,150 | 84,076 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 3,080 | 116 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,140 | 6.64 | 493 | 8.61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 610,653 | 6,188.26 | 22,906 | 6,315.97 | ||||
| 2025-06-26 | NP | BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares | 311,241 | 58.60 | 11,391 | 55.68 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,294,511 | 9.40 | 49 | 11.63 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 88,503 | 17.76 | 3,320 | 19.99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,841 | 8.36 | 69 | 9.68 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 107,100 | 1.46 | 3,920 | -0.43 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 18,133 | 2.52 | 680 | 4.45 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 299 | 11 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 236,694 | 9.58 | 8,878 | 11.66 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 1,574,912 | 0.26 | 59,075 | 2.17 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 10,350 | 5.69 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80,052 | 50.47 | 3,003 | 53.32 | ||||
| 2025-06-23 | NP | Global Macro Portfolio - Global Macro Portfolio | Short | -802,332 | -29,365 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 128,330 | 1.15 | 4,814 | 3.08 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 688 | 52.89 | 26 | 56.25 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 10,581 | 27.74 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 46,152 | 19.78 | 1,731 | 22.07 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 5,863 | 1.72 | 220 | 3.30 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 56,679 | 8.05 | 2,118 | 12.07 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 97,897 | 4 | ||||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 143,240 | 101.63 | 5,373 | 105.51 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,574 | 284 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 384 | 14 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 10,484 | 16.77 | 393 | 19.09 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 328 | 864.71 | 0 | |||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 31,427 | 11.78 | 1,179 | 13.93 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 212,247 | 7,813 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 612 | 23 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,466 | 55 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 103,580 | 123.03 | 3,885 | 127.33 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 42,976 | 87.50 | 1,612 | 91.22 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 120,433 | 11.89 | 4,517 | 14.01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 220 | 8 | ||||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 29,514 | 7.35 | 1,107 | 9.39 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 1,182,174 | 23.01 | 44,094 | 25.37 | ||||
| 2025-04-28 | NP | FJSIX - Nuveen High Income Bond Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,827 | 2,503 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 614,001 | 335.13 | 23,011 | 343.01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,037 | 221.05 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 20,639 | 49.78 | 772 | 52.27 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 620 | 23 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 97,104 | 3,642 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 81 | 3 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 564,075 | 2.36 | 21,158 | 4.31 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,713 | 589 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 592 | 5.34 | 22 | 10.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,466,151 | 19.93 | 205,032 | 22.21 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 41,448 | 5.99 | 1,555 | 7.32 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 306 | 11 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 197 | 7 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,868 | 20.10 | 108 | 22.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 8,141 | 6.54 | 305 | 8.54 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 398 | 27.56 | 15 | 27.27 | ||||
| 2025-08-01 | 13F | a16z Perennial Management, L.P. | 226,366 | 23,422 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4,445,406 | 166,747 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,359 | 11,225.00 | 51 | |||||
| 2025-07-28 | NP | OHYFX - JPMorgan High Yield Fund Class I | 2,409,500 | 508.46 | 89,224 | 504.41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12,704 | 477 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8,648 | 1.13 | 324 | 3.18 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 1,711,264 | 0.73 | 64,190 | 2.65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38,767 | 423.17 | 1,454 | 434.56 | ||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 6,606 | 243 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14,110 | 57.23 | 529 | 60.30 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 488,026 | 292.76 | 18,305 | 300.28 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,281 | 3.14 | 48 | 6.67 | ||||
| 2025-03-27 | NP | LBHYX - Thrivent High Yield Fund Class A | 516,920 | 39.52 | 19,276 | 40.12 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 337,425 | 982.74 | 13 | 1,100.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 264 | 10 | ||||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 10,315 | 423.34 | 387 | 436.11 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 22,191 | 832 | ||||||
| 2025-07-14 | 13F | Counterpoint Mutual Funds LLC | 13,188,558 | 56.99 | 494,703 | 60.06 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 43,907 | 5.44 | 1,647 | 7.44 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 257,100 | 9,644 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 29,365,210 | 5.74 | 1,101,489 | 7.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 190,962 | 7,163 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 57,534 | 2,158 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 523,249 | 1.63 | 19,627 | 3.57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 82,957 | 13.46 | 3,112 | 15.61 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 21,981 | 5.76 | 825 | 7.71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,185,643 | 18.72 | 81,983 | 20.98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,136,643 | 11.43 | 42,586 | 13.41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 124,090 | 282.91 | 4,655 | 290.44 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 84,315 | 11.08 | 3,163 | 13.17 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 8,477 | 28.11 | 318 | 30.45 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 12,060 | 452 | ||||||
| 2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 550,000 | 20,630 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2,124,089 | 18.75 | 79,675 | 21.01 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 495 | 19 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,007 | 2.29 | 188 | 3.89 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2,264,431 | 81 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 188 | 506.45 | 7 | 600.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,420,973 | 4.77 | 615,951 | 6.76 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 63,182 | 2.01 | 2,370 | 3.95 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 19,058 | 1.72 | 715 | 3.63 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 35,879 | 4.75 | 1,346 | 6.75 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 163,917 | 78.10 | 6,080 | 81.46 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 9,369 | 22.07 | 351 | 24.47 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 135 | 5 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 31,534 | 45.38 | 1,183 | 48.12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,682,367 | 75.93 | 100,616 | 79.28 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 184 | 1.66 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 232,829 | 22.23 | 8,700 | 24.08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88,600 | 3 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 559,086 | 2.48 | 20,971 | 4.43 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 59,964 | 6.21 | 2,249 | 8.23 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 7,106 | 1.56 | 267 | 3.50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 390,542 | 39.34 | 14,649 | 42.07 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 90,863 | 4.52 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,238 | 62.47 | 46 | 64.29 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 77,225 | 3.71 | 2,897 | 5.69 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6,303 | 50.39 | 236 | 53.25 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 167,793 | 3.31 | 6,294 | 5.27 | ||||
| 2025-08-26 | NP | Blackrock Debt Strategies Fund, Inc. This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,000 | 31.58 | 4,689 | 34.10 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 31,196 | 24.51 | 1,170 | 26.90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 306 | 11 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 47,963 | 98.97 | 1,795 | 102.82 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 840,484 | 7.83 | 31,527 | 9.88 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 476 | 18 | ||||||
| 2025-07-17 | 13F | SWS Partners | 85,703 | 0.11 | 3,215 | 2.00 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 7,310 | 8.83 | 273 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 78,215 | 26.65 | 2,934 | 29.04 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,519,300 | 32.72 | 57 | 33.33 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8,385 | 35.59 | 313 | 37.44 | ||||
| 2025-08-14 | 13F | Silver Point Capital L.P. | 2,950,000 | 110,654 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | 6.38 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17,185 | 1,001.60 | 644 | 1,029.82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,278,570 | 208.76 | 948,199 | 214.63 | ||||
| 2025-08-27 | NP | SEBLX - Touchstone Balanced Fund Class A | 59,431 | 2,229 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,504 | 56 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2,291,910 | 2.10 | 85,717 | 3.85 | ||||
| 2025-08-28 | NP | CPATX - Counterpoint Tactical Income Fund Class A Shares | 11,558,332 | 191.57 | 433,553 | 197.12 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8,868,136 | 112.20 | 331,994 | 115.82 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 539,344 | 52.21 | 20,231 | 55.10 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 126,250 | 2.34 | 4,736 | 4.30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 421,457 | 15,809 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares | 23,046,846 | 4.54 | 864,487 | 6.52 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 29,581 | 1 | ||||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 265 | 1.53 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3,591,445 | 55.77 | 134,715 | 58.73 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 10,233 | 3.59 | 384 | 5.51 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 30,132 | 1,128 |
