Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard World Fund - Vanguard Financials ETF meliputi Kingstone Capital Partners Texas, LLC, Two Sigma Investments, Lp, Hancock Whitney Corp, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Clear Creek Financial Management, LLC, Glenmede Investment Management, LP, Cornerstone Planning, LLC, Strategic Investment Solutions, Inc. /IL, LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares, Harrell Investment Partners, Llc, Capital Management Associates, Inc, Ibex Wealth Advisors, Intrust Bank Na, Armis Advisers, LLC, Ballast, Inc., Leo Wealth, LLC, IVC Wealth Advisors LLC, Hudson Capital Management LLC, Inspirion Wealth Advisors, Llc, dan Wealth Architects, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 14,508 | 0.53 | 1,847 | 7.08 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 28,183 | 2.40 | 3,588 | 9.09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 2 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47,994 | 0.45 | 6,110 | 7.03 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3,872 | 0.34 | 493 | 6.72 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,288 | 1.02 | 164 | 7.24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,963 | 162.23 | 759 | 180.07 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 52,625 | 1.70 | 6,699 | 8.36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22,287 | 8.84 | 2,837 | 15.99 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 25,699 | 7.05 | 3,271 | 14.09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42,711 | 1,471.41 | 5,437 | 1,578.09 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 64,093 | 7.52 | 8,159 | 14.58 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 120 | 15 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,423 | 436 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 321 | 5.25 | 41 | 11.11 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 99 | 13 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 136 | 17 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 61,339 | 7,808 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 41,103 | 27.05 | 5,233 | 35.12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 116,799 | 9.05 | 14,868 | 16.19 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17,497 | 68.60 | 2,227 | 79.74 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,595 | 203 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,152 | 0.03 | 401 | 6.65 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3,880 | 494 | ||||||
| 2025-07-31 | 13F | Peterson Wealth Services | 773 | 6.92 | 98 | 13.95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19,667 | 173.91 | 2,504 | 192.07 | ||||
| 2025-08-12 | 13F | Main Management LLC | 39,430 | 0.20 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,347 | 6.49 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,979 | 5.38 | 3,434 | 12.30 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 1,998 | 1.78 | 254 | 8.55 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,007 | 19.04 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1,974 | 0.10 | 251 | 6.81 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 112,498 | 3.28 | 14,321 | 10.05 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 20,620 | 2,625 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 48,458 | 0.94 | 6 | 20.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,015 | 0.23 | 391 | 9.55 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6,387 | 22.52 | 813 | 30.71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3,960 | 2.27 | 504 | 9.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 870,845 | 10.80 | 110,859 | 18.07 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2,591 | 330 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3,415 | 42.89 | 435 | 52.28 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,860 | 6,788.89 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,531 | 32.89 | 450 | 41.64 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 2,171 | 276 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 108 | 14 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 12,451 | 4.17 | 1,585 | 10.99 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,080,487 | 0.26 | 137,546 | 6.84 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1,014,050 | 197.56 | 129,089 | 205.40 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7,800 | 11.43 | 993 | 18.66 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21,268 | 6.91 | 2,707 | 13.93 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 346,000 | 44,046 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 16,506 | 8.04 | 2,101 | 15.12 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1,635 | 208 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1,745 | 222 | ||||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 3,609 | 10.94 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,769 | 1.80 | 1,626 | 8.48 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 29,496 | 3,755 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 913,614 | 86 | ||||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 1,695 | 216 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 231,338 | 7.57 | 29,449 | 14.62 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20,187 | 5.67 | 2,570 | 12.58 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 22,199 | 1.18 | 2,826 | 7.78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 403 | 8.33 | 51 | 15.91 | ||||
| 2025-08-13 | 13F | ESG Planning | 27,837 | 0.25 | 3,544 | 6.81 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,920 | 2.38 | 1,263 | 9.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28,062 | 6.56 | 3,572 | 13.54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,215 | 33.98 | 1,173 | 42.87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,760 | 14.35 | 1,370 | 21.80 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,244 | 2.41 | 540 | 9.09 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 47,074 | 3.31 | 5,992 | 10.09 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 9,231 | 28.94 | 1,175 | 37.43 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 7,164 | 0.38 | 912 | 6.92 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 18,798 | 2,393 | ||||||
| 2025-06-25 | NP | EQIN - Columbia Sustainable U.S. Equity Income ETF | 11,688 | 47.02 | 1,364 | 36.40 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 174,274 | 0.43 | 22,185 | 7.02 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 104,994 | 5.03 | 13 | 18.18 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 544 | 121.14 | 69 | 137.93 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5,096 | 0.10 | 649 | 6.58 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,392 | 0.02 | 559 | 6.68 | ||||
| 2025-08-14 | 13F | Chai Trust Co Llc | 77,163 | 0.42 | 9,823 | 7.01 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 3,404 | 0.18 | 433 | 6.91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 32 | 4 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,376,276 | 13.18 | 175,200 | 20.60 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 296 | 38 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 159 | 20 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 18,570 | 2,364 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,785 | 2.37 | 1,118 | 10.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,482 | 16.19 | 698 | 23.80 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,996 | 18.65 | 509 | 26.37 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 8,888 | 13.73 | 1,131 | 21.22 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 271,149 | 29,055.81 | 2 | -98.20 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 130 | 17 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 9,744 | 0.21 | 1,240 | 6.80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 626 | 16.79 | 79 | 21.88 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,606 | 459.58 | 192 | 558.62 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 12,506 | 5.76 | 1,592 | 12.75 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 833 | 0.24 | 106 | 7.07 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 11,969 | 4.56 | 1,524 | 11.41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,104 | 0.21 | 777 | 6.88 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 94,553 | 1.63 | 12,037 | 8.29 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12,048 | 0.01 | 1,534 | 6.53 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 1,585 | 5.67 | 202 | 12.29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,996 | 100.50 | 509 | 113.45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16,117 | 2.19 | 2,052 | 8.86 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1,608 | 205 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3,964 | 18.82 | 505 | 26.63 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7,127 | 18.82 | 907 | 26.68 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 12,254 | 1,447 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 43,560 | 1.87 | 5,545 | 8.56 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7,701 | 6.21 | 980 | 13.16 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7,515 | 957 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 2,498 | 3.48 | 318 | 10.42 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,368 | 44.67 | 429 | 53.96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 103,650 | 0.12 | 13,431 | 8.60 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12,484 | 0.21 | 1,589 | 6.79 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 147,311 | 1.54 | 18,753 | 8.20 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 53,181 | 6,770 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,586 | 202 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 253 | 68.67 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 3,252 | 5.52 | 414 | 12.50 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 42 | 5 | ||||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 26,050 | 2.99 | 3,316 | 9.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61,367 | 7.14 | 7,812 | 14.16 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 11,250 | 0.03 | 1,432 | 6.63 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 26,924 | 1.05 | 3,427 | 11.19 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 2,391 | 0.17 | 304 | 6.67 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 | 0 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,414 | 11.30 | 307 | 19.92 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 339 | 43 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 59,265 | 0.46 | 7,544 | 7.04 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,229 | 2.47 | 538 | 9.13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,664 | 27.84 | 466 | 36.26 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 30,905 | 3,798 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 76,063 | 219.47 | 9,683 | 240.44 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 11,442 | 3.67 | 1,457 | 10.47 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 236 | 0.43 | 30 | 7.14 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 111 | 184.62 | 14 | 250.00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 43,103 | 11.87 | 5,487 | 19.20 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10,276 | 3.65 | 1,308 | 10.47 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2,412 | 1.77 | 307 | 8.13 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,186 | 533 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 138,670 | 3.09 | 18 | 6.25 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,621 | 0.37 | 206 | 7.29 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8,200 | 1,044 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 201,001 | 16.06 | 26 | 25.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,685,150 | 1.43 | 214,520 | 8.08 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 683 | 253.89 | 87 | 273.91 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 8,589 | 1,093 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10,052 | 46.15 | 1,280 | 55.72 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,500 | 0.03 | 955 | 6.59 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,530 | 3.69 | 0 | |||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 54,121 | 6,890 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,306 | 166 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 4,300 | 547 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 16,495 | 2.64 | 2,105 | 8.56 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11,466 | 11.52 | 1,460 | 18.81 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 4,342 | 553 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 6,793 | 7.47 | 865 | 14.44 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 21,433 | 420.09 | 2,728 | 454.47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 31,936 | 4.54 | 4,065 | 11.40 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 663 | 0.15 | 84 | 6.33 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4,503 | 0.38 | 573 | 7.10 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 239,151 | 39.02 | 30,559 | 48.69 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12,033 | 0.49 | 1,532 | 7.06 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2,803 | 0.25 | 360 | 8.11 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8,380 | 53.37 | 1,067 | 63.50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103,408 | 16.04 | 13,164 | 23.64 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9,884 | 12.18 | 1,258 | 19.58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,482 | 0.02 | 571 | 6.54 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,007 | 0.04 | 637 | 6.70 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 9,360 | 21.53 | 1,192 | 29.46 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3,670 | 0.36 | 467 | 7.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66,600 | 6.05 | 8,478 | 13.01 | |||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8,037 | 0.01 | 1 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,639 | 82.59 | 845 | 94.70 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1,870 | 0.11 | 238 | 8.18 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5,616 | 0.38 | 715 | 6.89 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18,888 | 1.19 | 2,404 | 7.85 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 3,877 | 494 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,725 | 856 | ||||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 17,319 | 0.38 | 2,205 | 6.94 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,466 | 314 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,979 | 171.76 | 1,398 | 189.83 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2,232 | 2.48 | 267 | 22.58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 406 | 0.25 | 52 | 6.25 | ||||
| 2025-08-14 | 13F | Bank of Marin | 13,486 | 1,717 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1,700 | 216 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 126,724 | 4.65 | 16,132 | 11.51 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 5,353 | 0.15 | 681 | 6.74 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 12,982 | 7.63 | 1,551 | 8.85 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3,312 | 5.08 | 422 | 11.97 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26,149 | 0.38 | 3,329 | 6.94 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5,065 | 51.78 | 645 | 61.81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 296,678 | 10.25 | 37,739 | 17.28 | ||||
| 2025-07-16 | 13F | American National Bank | 291 | 37 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 629 | 80 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 422,344 | 0.80 | 53,764 | 7.41 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 4,615 | 0.09 | 1 | |||||
| 2025-07-22 | 13F | Joule Financial, LLC | 25,690 | 2.65 | 3,270 | 9.40 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 790 | 101 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26,285 | 27.04 | 3,346 | 35.41 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 50 | 6 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22,736 | 8.39 | 2,894 | 15.48 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 17,821 | 1.76 | 2,269 | 8.41 | ||||
| 2025-05-28 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 7,532 | 900 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,016 | 15.19 | 129 | 24.04 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 44,046 | 1.13 | 5,607 | 7.76 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,022 | 39.05 | 130 | 49.43 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6,754 | 0.33 | 860 | 6.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 51 | 2.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2,913 | 0.07 | 371 | 6.63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1,585 | 202 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28,863 | 1.85 | 3,674 | 8.54 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6,674 | 1.77 | 850 | 8.43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,651 | 30.12 | 1,738 | 38.63 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 2,257 | 1.30 | 287 | 7.89 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25,795 | 5.13 | 3,296 | 12.45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,418 | 44.46 | 1,454 | 53.92 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 357 | 24.39 | 45 | 32.35 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 106,001 | 13 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6,537 | 24.25 | 832 | 32.48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,158 | 1.58 | 147 | 9.70 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 6,174 | 6.54 | 786 | 13.44 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1,865 | 237 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 21,911 | 19.31 | 2,775 | 26.02 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2,047 | 4.33 | 261 | 11.11 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,785 | 227 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 1,650 | 210 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,089 | 29.65 | 1,030 | 38.12 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 115 | 18.56 | 15 | 27.27 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1,839 | 0.38 | 234 | 7.34 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 882 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 373 | 47 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 1,625 | 207 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6,052 | 3.88 | 1 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 91 | 1.11 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 13 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,053 | 268 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1,666 | 212 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 2,093 | 0.24 | 266 | 6.83 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,540 | 3.30 | 451 | 10.02 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 34,440 | 4,384 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 42,788 | 0.00 | 5,447 | 6.55 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3,856 | 6.49 | 491 | 13.43 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 12,119 | 0.53 | 1,543 | 7.08 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 50 | 6 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 1,601 | 204 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3,000 | 378 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,427 | 0.69 | 946 | 7.26 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6,126 | 0.67 | 780 | 7.29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,587 | 1,765.18 | 1,220 | 1,900.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 66,793 | 4,880.84 | 8,503 | 5,213.75 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29,353 | 2.85 | 3,737 | 9.59 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,596 | 203 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 28,000 | 0.20 | 3,564 | 6.77 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 2,766 | 17.75 | 352 | 25.71 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 5,268 | 0.15 | 671 | 6.69 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 39 | 5 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,165 | 0.25 | 403 | 6.63 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 72,127 | 3.05 | 9,182 | 9.79 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,712 | 0.32 | 600 | 6.77 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,103 | 16.84 | 140 | 25.00 | ||||
| 2025-07-14 | 13F | LCM Capital Management Inc | 61,159 | 0.45 | 7,785 | 7.03 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19,176 | 105.86 | 2,291 | 108.37 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 4,259 | 0.69 | 542 | 7.33 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1,905 | 0.05 | 243 | 6.61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 120 | 20.00 | 15 | 36.36 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 6,725 | 3.07 | 856 | 9.88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,664 | 8.82 | 848 | 16.01 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 25 | 4.17 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64,574 | 52.64 | 8,220 | 62.64 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 187 | 24 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 260,248 | 108.99 | 224,032 | 1,405.89 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 1,663 | 212 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 110,480 | 0.55 | 14,064 | 7.15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19,668 | 2.83 | 2,504 | 9.54 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,819 | 0.31 | 741 | 6.78 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4,537 | 1.07 | 578 | 7.65 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8,580 | 6.33 | 1,092 | 13.28 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,284 | 49.82 | 163 | 59.80 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,163 | 3.29 | 1,039 | 10.06 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,914 | 6.87 | 1,007 | 13.91 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4,956 | 3.81 | 631 | 10.53 | ||||
| 2025-08-07 | 13F | Commerce Bank | 6,752 | 43.39 | 860 | 52.85 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5,811 | 3.71 | 740 | 10.46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50,799 | 36.97 | 6,409 | 46.33 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 12,396 | 221.64 | 1,578 | 242.83 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 53,293 | 93.54 | 6,783 | 106.23 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,053 | 0.38 | 134 | 7.20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 76,976 | 9,799 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,786 | 1.65 | 1,118 | 8.33 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 147,534 | 0.90 | 18,781 | 7.52 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 12,832 | 3.94 | 1,634 | 10.79 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,195 | 21.00 | 534 | 28.99 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 19,783 | 45.50 | 2,518 | 55.05 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19,834 | 16.02 | 2,525 | 23.60 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 33,759 | 56.02 | 4,297 | 66.23 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 45,395 | 1.76 | 5,779 | 8.43 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2,403 | 4.12 | 306 | 10.91 | ||||
| 2025-07-18 | 13F | NRI Wealth Management LC | 33,621 | 9.22 | 4,280 | 16.37 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 5,855 | 745 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,727 | 0.02 | 602 | 6.56 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 1,840 | 4.13 | 234 | 10.90 |
