Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard World Fund - Vanguard Utilities ETF meliputi Blueprint Investment Partners LLC, Blueprint Financial Advisors LLC, AlphaCore Capital LLC, Cornerstone Planning, LLC, Camelot Portfolios, LLC, LOM Asset Management Ltd, Apella Capital, LLC, Per Stirling Capital Management, LLC., Harbor Asset Planning, Inc., Zevin Asset Management Llc, Glenmede Investment Management, LP, Savant Capital, LLC, MKT Advisors LLC, Cathy Pareto & Associates, Inc, Clark Capital Management Group, Inc., Franklin Resources Inc, Vivaldi Capital Management, LLC, Sage Financial Group Inc, Howard Capital Management Inc., dan Guardian Asset Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 25 | 4 | ||||||
| 2025-07-31 | 13F | City State Bank | 5,736 | 2.32 | 1,012 | 5.75 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 9,700 | 0.88 | 1,712 | 4.26 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,713 | 131.83 | 1,361 | 139.61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 13,193 | 1.91 | 2,329 | 5.29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,738 | 8.59 | 1,542 | 13.38 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 602 | 1,104.00 | 106 | 1,225.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,796 | 109.80 | 847 | 116.92 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 2,674 | 0.07 | 472 | 3.29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19,089 | 17.64 | 3,369 | 21.58 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 57,525 | 37.09 | 10,154 | 41.66 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1,437 | 2.94 | 254 | 6.30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,946 | 7.20 | 873 | 10.79 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 52,667 | 26.28 | 9,297 | 30.60 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,518 | 268 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,338 | 9.66 | 3,237 | 13.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,193 | 1.91 | 387 | 10.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 707 | 2.77 | ||||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 5,280 | 932 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 734,807 | 19.02 | 129,701 | 22.99 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,690 | 10.92 | 1,004 | 14.61 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1,743 | 308 | ||||||
| 2025-07-16 | 13F | Kennedy Investment Group | 7,831 | 3.35 | 1,382 | 6.80 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,656 | 8.62 | 998 | 12.26 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2,347 | 0.13 | 414 | 3.50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 185,185 | 11.82 | 32,687 | 15.55 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,121 | 364.51 | 1,257 | 381.23 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 343 | 0.59 | 61 | 3.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,200 | 287.50 | 1,094 | 300.73 | |||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,494 | 0.34 | 264 | 3.54 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 6,775 | 3.45 | 1,196 | 6.89 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9,649 | 0.08 | 1,703 | 3.46 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,107 | 9.68 | 1,784 | 13.34 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,181 | 0.68 | 209 | 4.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 2,604 | 8.32 | 460 | 11.95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,372 | 10.19 | 948 | 13.94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,191 | 12.89 | 1,269 | 16.64 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 1,529 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1,162 | 205 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,623 | 4,063.49 | 463 | 4,530.00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 32,423 | 4.35 | 5,723 | 7.82 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1,191 | 0.08 | 210 | 3.45 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13,751 | 4.04 | 2,427 | 7.53 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1,637 | 0.55 | 289 | 3.60 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 4,301 | 1.49 | 759 | 4.98 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 1,885 | 24.75 | 333 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 27 | 5 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 2,410 | 33.52 | 425 | 37.99 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1,462 | 6.79 | 258 | 10.73 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,931 | 2.33 | 1,047 | 5.76 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2,158 | 0.37 | 390 | 6.27 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,750 | 0.69 | 309 | 4.05 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 31,623 | 9.99 | 5,582 | 13.67 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6,545 | 7.05 | 1,155 | 10.63 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 737,018 | 178.22 | 130,091 | 174.63 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 70 | 12 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,243 | 22.95 | 2,691 | 27.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,869 | 44.06 | 1,212 | 48.89 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 190,141 | 6.65 | 33,562 | 10.21 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,466 | 0.68 | 788 | 4.10 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 2,195 | 9.64 | 387 | 13.16 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 101 | 18 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,050 | 146.85 | 1,244 | 155.44 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 25,645 | 25.94 | 4,527 | 30.13 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 255,940 | 39,275.38 | 1 | -99.10 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1,543 | 5.98 | 272 | 9.68 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4,647 | 0.35 | 827 | 12.82 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 28,793 | 0.12 | 5,082 | 3.46 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3,330 | 1.71 | 588 | 5.01 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,579 | 1.10 | 632 | 4.47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,112 | 100.00 | 373 | 106.67 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 532 | 17,633.33 | 94 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4,001 | 5.21 | 706 | 8.78 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 2,094 | 8.44 | 370 | 12.16 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,431 | 21.89 | 253 | 26.00 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 7,907 | 0.28 | 1,396 | 3.64 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 12,763 | 20.52 | 2,253 | 24.56 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 305 | 54 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,199 | 212 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,188 | 42.63 | 386 | 47.33 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,815 | 59.49 | 310 | 56.57 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7,063 | 3.73 | 1,247 | 7.14 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 1,725 | 7.81 | 304 | 11.36 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1,149 | 203 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 5,873 | 960 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,551 | 450 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 2,207 | 390 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,493 | 264 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83,941 | 13.24 | 15 | 16.67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 36,732 | 0.14 | 6,484 | 3.48 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 428 | 57.35 | 76 | 63.04 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 1,161 | 205 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2,083 | 368 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,781 | 1.49 | 1,373 | 4.89 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 4,535 | 12.31 | 800 | 16.11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17,201 | 26.32 | 3,036 | 30.19 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 73 | 4.29 | 13 | 9.09 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10,565 | 1.68 | 1,865 | 5.07 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 44 | 8 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 16,347 | 0.12 | 2,881 | 3.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19,998 | 4.63 | 3,539 | 8.43 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 20,102 | 3.71 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,097 | 108.69 | 547 | 115.81 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 1,443 | 4.64 | 255 | 8.09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,210 | 55.30 | 567 | 60.34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 228,944 | 2.05 | 40,411 | 5.45 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 28,466 | 5,025 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 101 | 1.00 | 18 | 0.00 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8,258 | 1.36 | 1,458 | 4.74 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3,772 | 0.08 | 666 | 3.42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,184 | 6.35 | 562 | 9.98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 279,320 | 1.64 | 49,303 | 5.03 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,982 | 77.18 | 526 | 83.28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 94,440 | 6.30 | 16,670 | 9.85 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5 | 150.00 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,429 | 481.04 | 2,017 | 500.30 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 145 | 14.17 | 26 | 19.05 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 18,121 | 0.49 | 3,198 | 3.83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,963 | 1.08 | 1,053 | 4.47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1,996 | 2,526.32 | 352 | 2,833.33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 976 | 24.33 | 172 | 28.36 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 191 | 1.06 | 34 | 3.13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,484 | 9.37 | 968 | 12.97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,880 | 0.11 | 332 | 3.44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6,431 | 110.85 | 1,135 | 117.85 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 220,451 | 15.88 | 38,912 | 19.74 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 12,100 | 2,136 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,865 | 42.74 | 3,506 | 47.50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,546 | 29.24 | 449 | 33.63 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1,622 | 0.81 | 286 | 4.38 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 8,425 | 26.92 | 1,487 | 31.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 177,159 | 4.69 | 31 | 10.71 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12,698 | 3.93 | 2,248 | 6.29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44,113 | 58.89 | 8 | 75.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,218 | 0.25 | 215 | 3.38 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1,673 | 0.42 | 295 | 3.87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,571 | 8.91 | 807 | 12.41 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 114 | 153.33 | 20 | 185.71 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 490 | 15.02 | 84 | 20.29 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19,705 | 167.66 | 3,478 | 176.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9,617 | 9.11 | 1,701 | 12.80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 29,057 | 8.01 | 5,129 | 11.62 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5,105 | 2.00 | 901 | 5.50 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,878 | 11.94 | 508 | 15.49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4,355 | 2.21 | 770 | 5.63 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 13 | 2 | ||||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 3,781 | 0.19 | 667 | 3.57 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,983 | 19.17 | 350 | 23.24 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1,920 | 328 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 7,628 | 0.29 | 1,346 | 3.62 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 1,142 | 202 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 6,485 | 137.46 | 1,145 | 145.49 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,501 | 0.67 | 276 | 8.66 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9,953 | 1.77 | 1,757 | 5.15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,312 | 168.82 | 1,467 | 177.84 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,370 | 17.15 | 418 | 21.16 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 2,247 | 397 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 22,366 | 15.83 | 3,948 | 19.68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 143 | 2.88 | 25 | 8.70 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 232 | 0.43 | 41 | 2.56 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,138 | 13.03 | 730 | 16.80 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 138,765 | 1.22 | 24,493 | 4.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,609 | 1,872.07 | 4,873 | 1,938.91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3,400 | 41.67 | 600 | 46.70 | |||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 14,381 | 4.84 | 2,538 | 8.32 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 1,632 | 10.12 | 288 | 13.83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 46,008 | 7.79 | 8,121 | 11.39 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 974 | 0.62 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,891 | 0.08 | 2,099 | 3.40 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,821 | 322 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 13,153 | 2,322 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,012 | 2,826 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1,488 | 11.88 | 265 | 16.74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 187,682 | 20.41 | 33,165 | 24.40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 335 | 22.26 | 59 | 28.26 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 1,474 | 261 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 12 | 2 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,626 | 7.11 | 278 | 11.69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,309 | 80.52 | 584 | 86.58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 6,023 | 8.92 | 1,063 | 12.61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11,508 | 29.54 | 2,031 | 33.88 | ||||
| 2025-09-03 | 13F | American Trust | 3,773 | 666 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 2,406 | 0.38 | 425 | 3.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16,432 | 7.23 | 2,900 | 10.81 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,585 | 0.04 | 456 | 3.40 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 12,607 | 42.99 | 2,153 | 49.51 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 123,394 | 2.19 | 21,780 | 5.60 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11,521 | 167.31 | 2,034 | 176.22 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 13,215 | 2,333 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,260 | 1.89 | 752 | 5.18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 1,700 | 0.18 | 300 | 3.81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 645,724 | 5.67 | 113,977 | 9.20 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 489 | 86 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 1,269 | 0.63 | 224 | 3.72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 284,776 | 8.26 | 50,315 | 11.97 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 30,751 | 10.00 | 5,471 | 14.60 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1,738 | 0.12 | 307 | 3.38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,774 | 19.28 | 1,549 | 23.25 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2,669 | 0.68 | 471 | 4.20 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,174 | 73.09 | 1,090 | 78.82 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 77,164 | 52,392.52 | 13,620 | 54,380.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1,529 | 0.07 | 270 | 3.07 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,654 | 5.17 | 3,469 | 8.68 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,826 | 1.26 | 852 | 4.55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,734 | 4.39 | 483 | 7.83 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,437 | 783 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1,659 | 293 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 24,673 | 12.29 | 4,355 | 16.01 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 382 | 0.79 | 67 | 4.69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 59,549 | 4.61 | 10,511 | 8.10 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 2,824 | 6.57 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 11,376 | 0.13 | 2,008 | 3.45 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 404 | 0.50 | 71 | 4.41 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 125 | 11.61 | 22 | 22.22 | ||||
| 2025-07-16 | 13F | First American Bank | 10,901 | 3.51 | 1,924 | 7.01 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 7,450 | 25.21 | 1,315 | 29.43 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3,718 | 1.72 | 673 | 7.34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,932 | 12.73 | 518 | 16.44 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,574 | 454 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4,598 | 0.22 | 812 | 3.58 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1,122 | 210 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 944 | 0.11 | 167 | 3.11 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 402 | 71 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 190 | 34 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,457 | 34.66 | 1,140 | 45.47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 313,800 | 13.81 | 55,389 | 17.61 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,315 | 3.23 | 762 | 6.73 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 2,036 | 1.24 | 359 | 4.66 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 37,508 | 2.94 | 6,638 | 6.65 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 24,183 | 4.42 | 4,269 | 7.91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,599 | 61.60 | 812 | 66.87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58,774 | 18.19 | 10,374 | 22.13 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,527 | 26.51 | 269 | 30.58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,602 | 92.09 | 1,571 | 107.26 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 1,452 | 256 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 452 | 15.60 | 80 | 19.70 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 4,090 | 15.02 | 722 | 18.78 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1,468 | 0.07 | 259 | 3.60 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 761 | 193.82 | 134 | 204.55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 375 | 15.38 | 66 | 20.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9,406 | 1,660 | ||||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3,131 | 0.06 | 553 | 3.37 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3,812 | 2.61 | 673 | 8.56 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,691 | 180.90 | 1,181 | 190.89 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10,106 | 57.29 | 1,784 | 62.53 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,801 | 0.04 | 847 | 3.42 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1,170 | 207 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13,265 | 0.95 | 2,341 | 4.32 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,184 | 274.76 | 2,252 | 292.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,172 | 1.77 | 1,795 | 5.16 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13,415 | 0.58 | 2,368 | 3.91 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10,877 | 6.13 | 1,920 | 9.66 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 19,770 | 8.83 | 3,490 | 12.48 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,399 | 247 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,426 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24,371 | 42.35 | 4,302 | 47.09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 68,922 | 25.90 | 12,165 | 30.11 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1,916 | 0.21 | 338 | 3.68 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 270 | 5.88 | 48 | 9.30 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,332 | 235 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 297 | 0.68 | 53 | 4.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,135 | 5.14 | 906 | 8.63 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,271 | 580 | ||||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 2,517 | 0.80 | 444 | 4.23 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 21 | 5.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 228,180 | 90.62 | 40,277 | 96.99 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 1,299 | 229 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,250 | 5.23 | 2,339 | 8.74 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 1,145 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4,642 | 13.44 | 1 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 1,159 | 205 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 99,122 | 13.41 | 17,498 | 17.21 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 188 | 0 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 14,495 | 0.38 | 2,559 | 3.73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 974,255 | 5.74 | 171,966 | 9.27 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 12,088 | 3.52 | 2,134 | 6.97 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,927 | 16.91 | 693 | 20.94 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22 | 4 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 90 | 2.27 | 16 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,000 | 530 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,292 | 228 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 15,857 | 32.98 | 2,789 | 38.36 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 21,300 | 227.69 | 3,760 | 238.65 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1,576 | 5.07 | 278 | 8.59 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3,251 | 61.66 | 555 | 69.21 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 26 | 5 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,784 | 58.21 | 1,197 | 63.52 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2,978 | 6.59 | 526 | 10.06 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10,413 | 5.43 | 1,838 | 8.95 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 59,136 | 1.39 | 10,438 | 4.78 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 5,545 | 15.52 | 979 | 19.41 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 4,180 | 1 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1,159 | 205 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 2,249 | 6.89 | 397 | 10.31 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4,027 | 24.14 | 711 | 28.16 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 84,958 | 9.23 | 14,996 | 12.87 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,419 | 0.04 | 427 | 3.15 |
