Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF meliputi Capitolis Liquid Global Markets LLC, Northwestern Mutual Investment Management Company, Llc, Castleark Management Llc, Toronto Dominion Bank, San Luis Wealth Advisors LLC, TT Capital Management LLC, TINIX - AXS Tactical Income Fund Class I Shares, BHILX - BHILL Fund Managed Account Completion Shares, S. R. Schill & Associates, Custom Index Systems, Llc, Merit Financial Group, LLC, Abacus Wealth Partners, LLC, Oak Hill Wealth Advisors, Llc, Ashton Thomas Private Wealth, LLC, Financial Engines Advisors L.L.C., Fifth Third Securities, Inc., Argentarii, LLC, Scarborough Advisors, LLC, Td Private Client Wealth Llc, dan Aspect Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 99,207 | 9.50 | 7,422 | 13.38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 254 | 19 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 42,973 | 1.88 | 3,262 | 1.87 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 6,163 | 459 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8,269 | 628 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 15,800 | 12.86 | 1,199 | 12.90 | |||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 38,863 | 8.37 | 2,950 | 8.34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,700 | 31.37 | 509 | 31.27 | |||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 906 | 655.00 | 69 | 655.56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | |||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,927 | 0.89 | 2,044 | 0.89 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 8,300 | 2.77 | 630 | 2.61 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 3,587 | -3.03 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 314,098 | 5.48 | 23,840 | 5.47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,147 | 165.19 | 542 | 165.69 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 542,428 | 0.28 | 41,170 | 0.27 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4,974 | 7.85 | 378 | 7.71 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 5,190 | 4.05 | 394 | 3.97 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 118,378 | 2,534.13 | 8,985 | 2,534.60 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 625,629 | 1.05 | 47,485 | 1.04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,317 | 4.25 | 328 | 4.14 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 16,546 | 3.24 | 1,256 | 3.21 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9,262 | 17.30 | 703 | 17.36 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 369 | 292.55 | 28 | 300.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,224 | 0.16 | 928 | 0.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 186,473 | 54.11 | 14,153 | 54.09 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 86 | 7 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 557 | 1.09 | 42 | 2.44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 54,236 | 8.49 | 4,079 | 7.91 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 18,416 | 1,398 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 59,597 | 2.92 | 4,523 | 2.91 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 54,100 | 4,001 | ||||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 3,689 | 4.56 | 278 | 6.95 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,493 | 0.16 | 417 | 0.00 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 31,293 | 2.62 | 2,345 | 1.30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,727 | 0.07 | 207 | 0.00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 280 | 1.45 | 21 | 5.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 981 | 5.83 | 74 | 5.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 779,375 | 20.55 | 59,155 | 20.53 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 23,844 | 8.98 | 1,810 | 8.98 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 533 | 17.66 | 40 | 17.65 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 670,500 | 50,891 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 5,029 | 12.53 | 382 | 12.39 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 6,224 | 2.27 | 472 | 2.39 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,500 | 1.49 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10,681 | 1.24 | 811 | 1.25 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,274,819 | 2.62 | 172,659 | 2.61 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 87,630 | 1.42 | 6,651 | 1.40 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 202,842 | 3.58 | 15,396 | 3.57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,077 | 28.98 | 309 | 29.29 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 118 | 9 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 152 | 12 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,042 | 79 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,604 | 101.83 | 805 | 102.01 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 5,066,991 | 9.39 | 391,729 | 7.06 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 169,348 | 13 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 633,641 | 28.57 | 48,093 | 28.55 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,467 | 6.61 | 794 | 6.58 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 357,866 | 5.26 | 27,162 | 5.25 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 78,502 | 0.01 | 5,958 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,070 | 618.12 | 81 | 636.36 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,704 | 20.96 | 585 | 20.91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 5,542 | 4.33 | 421 | 4.22 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 119,517 | 21.58 | 8,981 | 20.34 | ||||
| 2025-05-27 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 20,187 | 1,532 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3,672 | 0.03 | 279 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 84,162 | 4.91 | 6,388 | 4.89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,313 | 23.63 | 100 | 23.75 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,356,114 | 4,898.02 | 102,929 | 4,898.98 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 9,903 | 0.45 | 752 | 0.40 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 3,856 | 2.39 | 293 | 2.46 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 33,720 | 2,559 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 212,142 | 16,102 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 959 | 0.95 | 73 | 5.88 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 15,853 | 48.62 | 1,203 | 48.70 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 67,600 | 5,132 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 409,515 | 0.96 | 31,082 | 0.95 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,866 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 124,487 | 2.04 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,506 | 8.07 | 2,847 | 8.05 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5,281 | 0.94 | 401 | 0.76 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 295 | 150.00 | 22 | 175.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,212 | 244 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 59,297,124 | 19,539.62 | 786 | -96.57 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8,187 | 99.34 | 621 | 99.68 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 40,017 | 4.11 | 3,037 | 4.11 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 33,748 | 1.21 | 2,561 | 1.19 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 17,387 | 1,320 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,390 | 27.45 | 0 | |||||
| 2025-07-15 | 13F | Farrell Financial LLC | 26,913 | 7.12 | 2,043 | 7.08 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 19,078 | 19.30 | 1,448 | 19.37 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 46,791 | 2.68 | 3,551 | 2.66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 960 | 1,115.19 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 43,352 | 0.91 | 3,290 | 0.89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,111 | 388 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,474 | 218.67 | 1,099 | 219.19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 146,005 | 11,082 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 35,005 | 6.19 | 2,657 | 6.16 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8,549 | 649 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 342,471 | 20.62 | 25,994 | 20.61 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 183,600 | 2.53 | 13,935 | 2.52 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 25,660 | 51.79 | 1,948 | 51.75 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9,531 | 129.66 | 723 | 129.52 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,593 | 121 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 23,786 | 1.46 | 1,805 | 1.46 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 109,647 | 996,690.91 | 8 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 8,297 | 7.82 | 630 | 7.71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 436,328 | 35.30 | 33,117 | 35.28 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 18,520 | 1,406 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,640 | 200 | ||||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 1,204 | 75.00 | 90 | 74.51 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 292,881 | 22.06 | 22,230 | 22.04 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 112 | 86.67 | 9 | 100.00 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 65,669 | 0.04 | 4,984 | 0.02 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 86,525 | 25.70 | 6,542 | 16.65 | ||||
| 2025-05-29 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1,156,700 | 421.74 | 87,805 | 387.59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 236,450 | 17,947 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 25,272 | 80.54 | 1,918 | 80.60 | ||||
| 2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 274,190 | 20,811 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 139,065 | 11.01 | 10,555 | 11.00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 45,637 | 12.51 | 3,455 | 15.79 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 206 | 121.51 | 16 | 114.29 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,968 | 77.70 | 1,819 | 77.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,817 | 107.18 | 1,276 | 110.56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,389,158 | 0.46 | 181,337 | 0.45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 397 | 185.61 | 30 | 200.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 49,808 | 155.15 | 3,780 | 155.23 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 8,557 | 17.06 | 649 | 17.15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2,798 | 1.45 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 32,148 | 5.96 | 2,440 | 5.95 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 268,855 | 20.56 | 20,418 | 20.59 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 71,983 | 0.90 | 5,464 | 0.89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,708 | 7.42 | 281 | 7.25 | ||||
| 2025-08-08 | 13F | Creative Planning | 7,854 | 1.21 | 596 | 1.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9,872 | 1 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 191 | 14 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 7,300 | 2.82 | 554 | -3.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 115,800 | 14.31 | 8,789 | 14.31 | |||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 324,336 | 18.73 | 24,617 | 38.46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 82,200 | 108.10 | 6,239 | 108.07 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 99 | 8 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 780 | 1.17 | 59 | 1.72 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 607 | 1.51 | 46 | 2.22 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 10,865 | 832 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 319 | 8.50 | 24 | 9.09 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 2,827,927 | 3.94 | 214,640 | 3.93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,958 | 2.62 | 1,363 | 2.64 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 64,985 | 0.24 | 4,932 | 0.22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,384 | 125.74 | 555 | 127.46 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 7,950 | 601 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,053 | 4.53 | 839 | 128.96 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 41,751 | 8.57 | 3,169 | 8.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,425 | 26.76 | 184 | 28.67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 847 | 1.56 | 64 | 1.59 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 311 | 1,627.78 | 24 | 2,200.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,798 | 2.23 | 212 | 3.92 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 200,000 | 15,180 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 17 | 0 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 468,948 | 4.20 | 35,593 | 4.19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,369 | 1.40 | 483 | 2.99 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 75,286 | 1.08 | 5,714 | 1.06 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 380,395 | 0.86 | 28,845 | 0.76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,900 | 5.56 | 144 | 5.88 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 37,805 | 11.26 | 2,869 | 11.24 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 33,521 | 0.16 | 2,544 | 0.16 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 72,943 | 15.01 | 5,536 | 15.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 622,629 | 0.07 | 47,258 | 0.06 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 146,574 | 664.60 | 11,125 | 664.60 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 84,605 | 7.80 | 6,422 | 7.79 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2,965 | 217 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,036 | 12.51 | 382 | 12.68 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 2,678 | 0.60 | 203 | 0.50 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121,048 | 37.91 | 9,188 | 37.90 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,734 | 208 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 52,712 | 6.31 | 4,001 | 6.30 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 6,529 | 496 | ||||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 49,803 | 0.34 | 3,780 | 0.35 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12,829 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 112,500 | 5.17 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 10,970 | 39.66 | 833 | 39.60 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2,696 | 205 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35,398 | 8.41 | 2,687 | 8.39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 454 | 15,033.33 | 34 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 894 | 36.28 | 68 | 36.73 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 28,329 | 35.81 | 2,150 | 35.82 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7,590 | 1.85 | 576 | 1.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 649,790 | 2.13 | 49,319 | 2.12 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9,456 | 68.23 | 718 | 68.31 | ||||
| 2025-08-14 | 13F | State Street Corp | 1,121,846 | 20.57 | 85,148 | 20.55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 72,982 | 0.50 | 5,539 | 0.49 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8,824 | 36.30 | 670 | 36.25 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,710 | 509 | ||||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 91,606 | 6.84 | 6,953 | 6.82 |
