Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard World Fund - Vanguard Consumer Staples ETF meliputi Kingstone Capital Partners Texas, LLC, Williams Financial, LLC, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Simon Quick Advisors, Llc, AlphaCore Capital LLC, Cornerstone Planning, LLC, Wise Wealth Partners, 17 Capital Partners, Llc, Berkshire Money Management, Inc., TT Capital Management LLC, Tobias Financial Advisors, Inc., Glenmede Investment Management, LP, Strategic Advocates LLC, Foresight Capital Management Advisors, Inc., Financial Engines Advisors L.L.C., Harbor Asset Planning, Inc., Cubist Systematic Strategies, LLC, 21 West Wealth Management LLC, Aqr Capital Management Llc, dan Davis R M 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 268,494 | 39,618.05 | 1 | -99.32 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,918 | 4.06 | 1,077 | 4.16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,683 | 23.25 | 2,558 | 23.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,540 | 42.72 | 994 | 45.11 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1,715 | 37.75 | 376 | 37.87 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 7,786 | 0.82 | 1,705 | 0.95 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17,038 | 281.25 | 3,731 | 281.88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,121 | 75.29 | 464 | 75.76 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2,119 | 0.57 | 464 | 0.65 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 9,369 | 0.49 | 2,052 | 0.59 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 4,026 | 7.45 | 882 | 7.57 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1,205 | 31.69 | 263 | 31.50 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5 | 1 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,353 | 89.50 | 296 | 89.74 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,565 | 2.29 | 342 | 5.88 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 13,715 | 0.42 | 3,004 | 0.50 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 150 | 33 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,703 | 1.20 | 592 | 1.20 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 928 | 0.32 | 203 | 0.50 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,892 | 55.21 | 414 | 55.64 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,050 | 230 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 2,112 | 463 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,653 | 9.23 | 1,019 | 9.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 165,511 | 2.13 | 36,247 | 2.21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 417 | -3.70 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 104 | 23 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3,723 | 28.73 | 815 | 28.96 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 25,002 | 1.84 | 5,475 | 1.92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,233 | 270 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,361 | 502.94 | 1,393 | 505.65 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6,044 | 1,324 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29,081 | 2.11 | 6,369 | 2.20 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,598 | 0.63 | 350 | 0.86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10,513 | 11.15 | 2,302 | 11.26 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 13,217 | 5.37 | 2,895 | 5.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 767,776 | 6.97 | 168,143 | 7.06 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 1,079 | 16.90 | 236 | 17.41 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 255 | 0.79 | 56 | 0.00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1,330 | 0.08 | 291 | 0.34 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3,211 | 18.05 | 703 | 18.15 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 2,053 | 0.44 | 449 | 0.45 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 964 | 211 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 69,907 | 0.15 | 15,310 | 0.24 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 12,190 | 2,670 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,433 | 0.55 | 1,409 | 0.64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 29,534 | 6.76 | 6,468 | 6.84 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 12,156 | 23.57 | 2,662 | 23.70 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 65 | 1.56 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 22 | 0 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 403,476 | 80 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,700 | 0.77 | 1,686 | 0.84 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 36,499 | 0.49 | 8,111 | 1.51 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1,175 | 3.43 | 257 | 3.63 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 567,968 | 194.70 | 124,385 | 188.59 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2,220 | 0.27 | 486 | 0.41 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,111 | 0.37 | 2,433 | 0.45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,710 | 3.81 | 2,784 | 3.88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 168 | 2,700.00 | 36 | 3,400.00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 20,170 | 8.50 | 4,417 | 8.61 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 1,235 | 16.51 | 270 | 16.88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 15,063 | 4.84 | 3,299 | 4.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,872 | 11.18 | 1,505 | 11.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 916 | 0.11 | 201 | 0.00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 1,291 | 283 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 383 | 56.97 | 84 | 56.60 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,034 | 2.25 | 1,102 | 2.32 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,044 | 174.98 | 1,324 | 175.63 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 341 | 2.40 | 75 | 2.78 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 43,571 | 1.10 | 9,542 | 1.19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,224 | 2.61 | 1,801 | 2.74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49,196 | 10.93 | 10,774 | 11.03 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 445,234 | 24.44 | 97,506 | 24.55 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1,799 | 0.11 | 394 | 0.00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 11,930 | 0.29 | 2,607 | 0.15 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,305 | 0.15 | 286 | 0.00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 53 | 3.92 | 12 | 0.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 14,125 | 6.29 | 3,093 | 6.40 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1,524 | 0.46 | 334 | 0.60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 111,158 | 2.53 | 24,344 | 2.62 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 21,527 | 4,714 | ||||||
| 2025-07-11 | 13F | Williams Financial, LLC | 47,793 | 10,467 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,903 | 43.78 | 1,074 | 43.26 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 5,873 | 1.08 | 1,283 | 7.73 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,326 | 1.88 | 509 | 2.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4,417 | 57.24 | 967 | 57.49 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 6,072 | 1,330 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 4,015 | 2.95 | 879 | 3.05 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 916 | 201 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,003 | 658 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3,648 | 1.39 | 799 | 1.40 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 1,342 | 294 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 102 | 22 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 9,524 | 35.57 | 2,086 | 35.65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 30,434 | 13.90 | 6,665 | 14.01 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1,755 | 25.00 | 384 | 25.08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,565 | 17.87 | 1,657 | 17.95 | ||||
| 2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 10,272 | 2.48 | 2,248 | 6.09 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 56 | 12 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,341 | 25.83 | 8 | 33.33 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1,001 | 0.30 | 219 | 0.46 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 7,325 | 1,548 | ||||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 3,425 | 95.05 | 750 | 95.31 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 50,646 | 0.09 | 11,091 | 0.17 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 162 | 165.57 | 35 | 169.23 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 33,034 | 3.61 | 7,336 | 5.15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | 8 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,282 | 8.03 | 1,595 | 8.07 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 301 | 66 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1,460 | 7.83 | 320 | 7.77 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 39 | 9 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,007 | 44.81 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 9 | 2 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,187 | 8.55 | 2,669 | 8.67 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 1,282 | 30.42 | 281 | 30.23 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 60,955 | 1.60 | 13,349 | 1.68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,010 | 14.15 | 1,097 | 14.51 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,454 | 24.38 | 757 | 24.55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 154,418 | 7.38 | 33,818 | 7.46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 101 | 40.28 | 22 | 46.67 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 2,623 | 12.33 | 574 | 12.55 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2,599 | 153.56 | 569 | 154.02 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,619 | 5.39 | 793 | 5.46 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 486 | 5.19 | 106 | 4.95 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 167 | 0.60 | 37 | 0.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 450 | 0.45 | 99 | 1.03 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12,508 | 1.21 | 2,740 | 0.59 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,896 | 415 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 4,495 | 979 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 2,728 | 1.07 | 597 | 1.02 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,598 | 31.37 | 1,007 | 31.50 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,871 | 2.57 | 848 | 2.66 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,207 | 10.97 | 921 | 11.10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,985 | 5.22 | 1,749 | 5.30 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1,093 | 5.60 | 239 | 5.75 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 760 | 0.40 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 101,637 | 5.31 | 22,259 | 5.40 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 16 | 433.33 | 4 | |||||
| 2025-05-27 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1,368 | 10.77 | 299 | 14.56 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 5,420 | 103.30 | 1,187 | 103.43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25,965 | 11.35 | 5,686 | 11.45 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,281 | 27.97 | 281 | 27.85 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 16,961 | 9.83 | 3,714 | 9.91 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1,692 | 0.12 | 370 | 0.27 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2,029 | 0.50 | 444 | 0.68 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 90 | 20 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 239 | 7.66 | 52 | 8.33 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 27,506 | 6,075 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1,774 | 16.63 | 388 | 16.87 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 24 | 4.35 | 5 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,807 | 0.62 | 1,272 | 0.71 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,894 | 0.07 | 634 | 0.16 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 12,895 | 10.86 | 2,824 | 10.92 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 12,238 | 6.99 | 2,680 | 7.11 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12,374 | 8.34 | 2,710 | 8.40 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,800 | 394 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8,479 | 0.26 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,868 | 14.28 | 2,161 | 14.40 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 524 | 0.58 | 115 | 0.88 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,272 | 279 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,228 | 2.15 | 1,583 | 2.20 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 17,904 | 147.12 | 3,921 | 147.32 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7,614 | 1,667 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 920 | 201 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 72 | 16 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,665 | 12.35 | 584 | 12.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 152,514 | 17.53 | 33,435 | 17.61 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 1,519 | 333 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,323 | 290 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,026 | 5.52 | 5,043 | 5.61 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 151 | 11.03 | 33 | 13.79 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 | 2 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 265 | 0.38 | 58 | 0.00 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 4,044 | 2.93 | 886 | 3.03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 401 | 4.70 | 88 | 4.82 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 67,927 | 18.62 | 14,876 | 18.72 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 1,015 | 222 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 7,370 | 0.75 | 1,614 | 0.88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 55 | 12 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,121 | 25.67 | 245 | 30.32 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 23 | 5 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,556 | 10.89 | 560 | 10.91 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 150 | 33 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5,215 | 6.76 | 1,142 | 6.93 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 15,401 | 4.62 | 3,373 | 4.69 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 210,241 | 7.87 | 46,073 | 8.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 140 | 31 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,938 | 0.36 | 424 | 0.47 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,945 | 89.02 | 426 | 88.89 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 65,162 | 5.37 | 14,270 | 5.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,734 | 26.11 | 380 | 25.91 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,180 | 3.24 | 258 | 3.20 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 3,471 | 0.35 | 760 | 0.53 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30,769 | 16.67 | 6,738 | 16.78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,232 | 2.32 | 2,860 | 1.06 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 26,601 | 0.71 | 5,826 | 0.80 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1,491 | 0.54 | 327 | 0.62 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,076 | 0.37 | 236 | 0.43 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 2,439 | 1.33 | 534 | 1.52 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,460 | 0.07 | 320 | 0.00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 27,116 | 5,934 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1,100 | 5.57 | 241 | 5.26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3,573 | 20.51 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10,500 | 114.29 | 2,300 | 114.46 | |||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3,352 | 37.55 | 734 | 37.71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1,097 | 0.55 | 240 | 0.84 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2,208 | 7.55 | 483 | 7.35 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13,053 | 7.33 | 2,859 | 7.40 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,910 | 0.42 | 418 | 0.48 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 3,803 | 2.09 | 833 | 2.09 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 2,423 | 0.54 | 531 | 0.57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17,383 | 3.74 | 3,807 | 3.82 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 6,912 | 1,514 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6,087 | 7.47 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1,200 | 9.69 | 266 | 18.75 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1,103 | 0.46 | 242 | 0.42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 45,962 | 15.44 | 10,066 | 19.59 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,787 | 17.58 | 1,494 | 18.85 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 19,254 | 1,222.39 | 4,217 | 1,225.79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,125 | 224.21 | 246 | 228.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,517 | 0.40 | 332 | 0.61 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 27,227 | 0.86 | 5,963 | 0.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,013 | 4.83 | 1,755 | 4.90 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,364 | 6.68 | 1,175 | 10.55 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5,152 | 6.51 | 1,128 | 6.62 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 7,532 | 2.06 | 1,649 | 2.17 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,669 | 1.41 | 1,023 | 4.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,574 | 2.86 | 1,002 | 2.88 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19,922 | 4,363 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 11,081 | 0.46 | 2,427 | 0.54 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 23,586 | 2.01 | 5,165 | 2.10 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 19,591 | 0.24 | 4,290 | 1.85 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,560 | 2.28 | 560 | 5.86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16,648 | 6.95 | 3,646 | 7.02 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 227 | 0.44 | 50 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42,253 | 1,341.10 | 9,246 | 1,393.54 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,201 | 14.16 | 3,548 | 14.24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,015,657 | 1.65 | 879,429 | 1.74 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 1,080 | 11.34 | 237 | 11.79 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 1,300 | 0.62 | 285 | 0.71 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2,735 | 36.75 | 599 | 36.84 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 15 | 3 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 967 | 0 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3,801 | 0.24 | 832 | 0.36 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 2,233 | 9.03 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 155,028 | 16.86 | 33,956 | 16.97 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 1,815 | 0.11 | 397 | 0.25 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,610 | 0.31 | 353 | 0.28 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 273 | 0.37 | 60 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,691 | 8.52 | 9,787 | 8.61 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,664 | 802 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,725 | 17.68 | 1,911 | 17.76 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 11,532 | 2.37 | 2,526 | 2.43 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4,414 | 14.35 | 967 | 14.45 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,766 | 0.51 | 387 | 0.52 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2,738 | 600 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,016 | 5.49 | 442 | 5.50 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2,740 | 0.74 | 600 | 0.84 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,997 | 5.48 | 2,408 | 5.57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,463 | 19.21 | 4,686 | 20.53 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11,594 | 4.57 | 2,539 | 4.66 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 19,617 | 249.24 | 4,296 | 249.55 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1,098 | 1.10 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 434 | 0.23 | 95 | 1.06 | ||||
| 2025-07-24 | 13F | Eastern Bank | 34 | 7 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 170,522 | 48.53 | 37 | 48.00 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 6,403 | 0.06 | 1,402 | 0.14 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 15,015 | 16.12 | 3,288 | 16.22 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,286 | 282 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1,123 | 0.27 | 246 | 0.00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,826 | 66.04 | 619 | 66.13 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,770 | 6.42 | 607 | 6.50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,251 | 0.58 | 3,997 | 0.65 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 100 | 22 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 8,410 | 0.39 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3,031 | 1.27 | 664 | 1.38 |
