Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF meliputi BHILX - BHILL Fund Managed Account Completion Shares, Sagard Holdings Management Inc., KAGCX - Kensington Dynamic Growth Fund Class C Shares, Kensington Asset Management, LLC, Walker Financial Services, Inc., GEN Financial Management, INC., IHT Wealth Management, LLC, Daner Wealth Management, LLC, Tower Research Capital LLC (TRC), XY Planning Network, Inc., Fortitude Family Office, LLC, Washington Capital Management Inc, Valpey Financial Services, LLC, Financial Futures Ltd Liability Co., Avestar Capital, LLC, Bulwark Capital Corp, Terril Brothers, Inc., Badgley Phelps Wealth Managers, LLC, Coston, McIsaac & Partners, dan Commerce Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 261,586 | 13,044 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 30,075 | 19.83 | 1,500 | 19.82 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 13,380 | 2.07 | 667 | 2.14 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 42,955 | 11.20 | 2,142 | 11.22 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 16,000 | 7.10 | 798 | 7.12 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 31,068 | 1,549 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 17,870 | 191.66 | 891 | 192.13 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,680 | 123.97 | 682 | 124.34 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 113,481 | 42.08 | 6 | 66.67 | ||||
| 2025-08-08 | 13F | Creative Planning | 73,035 | 20.38 | 3,642 | 20.40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,518,007 | 74.52 | 125,560 | 74.55 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,430,521 | 114.81 | 121,198 | 114.85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149,041 | 17.08 | 7,432 | 17.10 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 246,600 | 50.04 | 12,297 | 50.06 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 2,456,407 | 22.64 | 122,489 | 22.67 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 87,137 | 13.40 | 4,345 | 13.45 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 62,926 | 31.52 | 3,138 | 31.53 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 11,873 | 12.93 | 592 | 12.98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5,182 | 258 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4,073 | 203 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 7,068 | 352 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 82,085 | 1.18 | 4,093 | 1.21 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 4,523 | 226 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 14,156 | 706 | ||||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 5,635 | 16.07 | 281 | 15.70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,159 | 257 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 117,922 | 13.90 | 5,880 | 13.93 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 199,468 | 7.93 | 9,946 | 7.96 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 15,798 | 787 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 36,538 | 5.66 | 1,822 | 5.63 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24,471 | 1 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 32,124 | 22.79 | 1,602 | 22.78 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 41,254 | 5.09 | 2,057 | 5.11 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 12,218 | 1.21 | 609 | 1.33 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 190,511 | 3.53 | 9,500 | 3.54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17,110 | 2.25 | 853 | 2.28 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 40,453 | 0.37 | 2,017 | 0.40 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 19,813 | 113.73 | 988 | 113.64 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,042 | 297.44 | 202 | 302.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123,094 | 15.49 | 6,138 | 15.49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11,847 | 164.97 | 590 | 165.77 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 307,248 | 11.22 | 15,321 | 11.24 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 69,090 | 3,445 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,006 | 250 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2,729 | 79.07 | 136 | 81.33 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 29,360 | 48.16 | 1,464 | 48.33 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 4,312 | 1.22 | 215 | 0.94 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,309 | 1.23 | 115 | 1.77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,613 | 23.42 | 479 | 23.45 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,000 | 50 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 50,216 | 9.95 | 2,504 | 10.02 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20,759 | 1,168.11 | 1,035 | 1,177.78 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 80,941 | 4.83 | 4,036 | 4.86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 97,440 | 2.54 | 4,859 | 2.55 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,460 | 144.15 | 73 | 148.28 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 286,325 | 8.69 | 14,278 | 8.71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,858,230 | 7.62 | 92,661 | 7.64 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 145,823 | 80.37 | 7,255 | 80.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207,872 | 6.08 | 10,366 | 6.10 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9,511 | 474 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,253,578 | 58.75 | 62,510 | 58.79 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 16,276 | 1.21 | 812 | 1.25 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 141,902 | 7,076 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,920 | 0.39 | 245 | 0.41 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5,166 | 1.21 | 258 | 1.18 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 206,287 | 6.51 | 10,286 | 6.54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11,958 | 47.10 | 596 | 47.16 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8,020 | 400 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7,768 | 0.47 | 387 | 1.04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 14,471 | 14.79 | 722 | 14.81 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 113,539 | 5.86 | 5,662 | 5.89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 97,858 | 12.28 | 4,880 | 12.29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11,280 | 23.82 | 562 | 23.79 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 304,681 | 0.64 | 15,165 | 0.67 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 35,565 | 9.67 | 1,773 | 9.72 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,426 | 23.01 | 620 | 23.06 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 9,486 | 473 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,298 | 63.81 | 464 | 64.18 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36,323 | 5.87 | 1,811 | 5.91 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 80,640 | 16.20 | 4,016 | 16.07 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 75,674 | 2.52 | 3,773 | 2.53 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 51,948 | 26.49 | 2,590 | 26.53 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 20,044 | 12.47 | 1,000 | 12.50 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 245,580 | 17.59 | 12,246 | 17.60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 51,449 | 2.67 | 2,566 | 2.68 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,873 | 1.21 | 343 | 1.18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,138 | 7.37 | 456 | 7.57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 422,712 | 40.39 | 21,078 | 40.42 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10,047 | 501 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21,748,273 | 11.30 | 1,084,478 | 11.32 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6,158 | 5.12 | 307 | 5.14 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 56,594 | 145.48 | 2,822 | 145.60 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 426,555 | 0.16 | 21,270 | 0.18 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32,370 | 22.69 | 1,614 | 22.74 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 17,110 | 2.25 | 853 | 2.28 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 44,807 | 38.35 | 2,234 | 38.41 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 2,170 | 108 | ||||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 14,770 | 7.29 | 737 | 7.29 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 6,065 | 30.46 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 241,995 | 53.09 | 12,067 | 100,458.33 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16,881 | 0.20 | 842 | 0.24 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 525 | 22.66 | 26 | 23.81 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 134,267 | 1.59 | 6,695 | 1.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 337,394 | 56.30 | 16,824 | 56.34 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 9,337 | 4.59 | 466 | 4.49 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116,066 | 1.72 | 5,788 | 1.74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,929 | 3.95 | 395 | 3.95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,191 | 35.30 | 359 | 35.61 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 9,733 | 2.51 | 485 | 2.75 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 12,042 | 21.05 | 600 | 21.21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 82,758 | 0.93 | 4,127 | 0.93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 170,424 | 103.99 | 8,498 | 104.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 19,490 | 0.78 | 972 | 0.73 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 285,864 | 4,415.31 | 14,255 | 4,425.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 4 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,987 | 391.09 | 448 | 392.31 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5,654 | 282 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 397,267 | 15.57 | 19,810 | 15.59 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 61,001 | 40.47 | 3,042 | 40.46 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,018 | 51 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12,054 | 13.33 | 601 | 13.40 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4,555 | 227 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 10,224 | 0.61 | 510 | 0.59 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 55,237 | 2,754 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21,191 | 19.95 | 1,057 | 20.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 312,940 | 17.98 | 16 | 15.38 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 18,738 | 934 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 119,863 | 1.76 | 5,977 | 1.77 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 600 | 30 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 222,442 | 87.57 | 11,052 | 86.94 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4,527 | 226 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 176,621 | 43.86 | 8,807 | 43.91 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 863 | 1.17 | 0 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 32,005 | 87.75 | 1,595 | 88.42 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 216,366 | 4.87 | 10,789 | 4.89 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 44,807 | 38.35 | 2,234 | 38.41 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 8,452 | 12.90 | 421 | 13.48 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 345,067 | 0.46 | 17,207 | 0.48 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 70,180 | 3,500 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 288,614 | 2.75 | 14,392 | 2.77 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13,753 | 12.08 | 1 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 18,099 | 195.40 | 903 | 195.74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53,627 | 3.27 | 2,674 | 3.28 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 27,391 | 7.44 | 1,366 | 7.40 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 53,255 | 2.02 | 2,656 | 2.04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 146,878 | 7,324 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13,293 | 18.35 | 663 | 18.43 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 526,886 | 1.14 | 26,273 | 1.16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,881 | 1,091 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 4,938 | 164,500.00 | 246 | 0.41 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 29,893 | 77.01 | 1,491 | 77.17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11,003 | 103.95 | 549 | 104.48 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 38,127 | 11.49 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5,605 | 5.18 | 279 | 5.28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 53,586 | 31.03 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 5,799 | 28.24 | 289 | 28.44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 86,959 | 1.04 | 4,336 | 1.07 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 10,900 | 544 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 19,542 | 0.31 | 974 | 0.31 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 156,927 | 10.60 | 7,825 | 10.63 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 7,282 | 363 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5,186 | 259 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4,683 | 15.03 | 234 | 15.35 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 5,700 | 284 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 394,701 | 298.52 | 20 | 375.00 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 69,953 | 10.30 | 3,488 | 10.34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25,982 | 1,296 | ||||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 427,592 | 11.93 | 21,322 | 11.94 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5,565 | 0.25 | 278 | 0.36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,074,033 | 30.23 | 53,557 | 30.25 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 209,098 | 62.59 | 10,427 | 62.63 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4,726 | 236 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,471 | 1.75 | 323 | 1.58 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 56 | 9.80 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 129,703 | 5.63 | 6,468 | 5.79 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 410 | 20 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 46,028 | 37.07 | 2,295 | 37.10 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 55,740 | 1,231.90 | 2,779 | 1,236.06 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 4,918 | 0 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 1,149,310 | 5.69 | 57 | 7.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,049,744 | 4.77 | 52,345 | 4.79 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 10,000 | 499 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,201 | 4.65 | 1,506 | 4.66 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 122,922 | 216.54 | 6,130 | 216.58 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6,394 | 55.99 | 319 | 55.88 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 69,090 | 3,445 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18,176 | 0.93 | 906 | 1.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9,762 | 487 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 71,485 | 5.24 | 3,560 | 5.55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182,076 | 9.10 | 9 | 12.50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15,244 | 760 |
