Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF meliputi Laurel Wealth Advisors LLC, Forefront Analytics, LLC, Toronto Dominion Bank, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Perissos Private Wealth Management, LLC, Glenmede Investment Management, LP, Aspire Capital Advisors LLC, Plan Group Financial, LLC, Maseco Llp, Alps Advisors Inc, Harbor Asset Planning, Inc., Saxony Capital Management, LLC, USA Financial Portformulas Corp, Tudor Financial Inc., STAR Financial Bank, Mesirow Financial Investment Management, Inc., HF Advisory Group, LLC, Bravias Capital Group, LLC, Robertson Stephens Wealth Management, LLC, dan Compass Investment Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,829 | 0.08 | 627 | 8.85 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 207,226 | 13.12 | 16,601 | 22.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 736,504 | 12.19 | 59,000 | 21.95 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 887 | 23.19 | 71 | 33.96 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 129,985 | 10.58 | 10,413 | 20.21 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 6,517 | 5.15 | 522 | 14.47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,780 | 3.51 | 463 | 12.65 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4,544 | 364 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,635 | 125.83 | 131 | 145.28 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 169,725 | 3.65 | 13,597 | 12.68 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 131,262 | 0.76 | 10,515 | 9.53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,400 | 146.15 | 513 | 168.06 | |||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,199 | 0.10 | 497 | 8.77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,982 | 262.21 | 960 | 294.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86,667 | 192.65 | 6,943 | 218.15 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,663 | 4.53 | 133 | 13.68 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2,781 | 223 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3,643 | 0.52 | 292 | 8.99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 75,027 | 6.66 | 6,010 | 15.96 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 602 | 20.64 | 48 | 33.33 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 74,698 | 16.51 | 6 | 25.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,594 | 288 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 172,777 | 9.64 | 13,841 | 19.21 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 849,339 | 9.15 | 68,041 | 18.66 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5,178 | 24.14 | 416 | 35.50 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 61,984 | 6.70 | 4,966 | 16.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48,270 | 39.75 | 3,867 | 51.91 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 68,065 | 0.26 | 5,453 | 9.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,157 | 493 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,954 | 157 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 28,472 | 2.04 | 2,281 | 10.89 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 43,718 | 3,502 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70,889 | 1.60 | 5,679 | 10.45 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,932 | 155 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 407,600 | 20.60 | 32,653 | 31.11 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 95,739 | 10.87 | 7,698 | 20.98 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4,144 | 2.98 | 332 | 11.82 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 393 | 0 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 97,655 | 70.35 | 7,823 | 85.20 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 30,522 | 275.66 | 2,447 | 309.20 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 7,568 | 11.28 | 604 | 20.08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6,162 | 1.10 | 494 | 9.80 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10,108 | 0.57 | 810 | 9.32 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 34,259 | 18.54 | 2,744 | 28.89 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 11,000 | 17.02 | 881 | 27.31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 80,587 | 57.24 | 6,456 | 70.95 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 50,203 | 0.34 | 4,022 | 9.06 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 107,829 | 3.76 | 8,638 | 12.81 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 576 | 1.41 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 31,920 | 394.35 | 2,557 | 438.32 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,047 | 0.05 | 1,125 | 8.80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 204 | 1,469.23 | 16 | |||||
| 2025-07-22 | 13F | Legacy Trust | 3,500 | 280 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 220,024 | 36.47 | 17,626 | 48.37 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4.00 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 56,023 | 16.25 | 4,488 | 26.36 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,671 | 39.34 | 454 | 51.84 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 129,920 | 1.39 | 10,511 | 15.69 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 163 | 1.24 | 13 | 18.18 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,382 | 351 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 45,765 | 16.60 | 3,666 | 26.76 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 486 | 39 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,897 | 20.43 | 312 | 31.09 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,559 | 445 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,643 | 23.28 | 1,093 | 33.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 176,310 | 31.65 | 14 | 55.56 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,994 | 320 | ||||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11,738 | 940 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31,021 | 13.75 | 2,485 | 23.69 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 32,855 | 4.03 | 2,632 | 13.11 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 6,756 | 9.46 | 541 | 19.16 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272,521 | 8.96 | 22 | 16.67 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 5,401 | 433 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9,996 | 12.52 | 801 | 22.32 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,093 | 4.44 | 328 | 13.54 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,193 | 96 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8,426 | 7.09 | 675 | 30.31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,140 | 91 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,421 | 6.81 | 274 | 16.10 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 120,943 | 9,689 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 35,528 | 15.44 | 2,846 | 25.54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19,773 | 39.47 | 1,584 | 51.72 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2,577 | 206 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10,374 | 831 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,377 | 1.20 | 271 | 10.20 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 701 | 70,000.00 | 56 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,770 | 25.71 | 462 | 36.69 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3,370 | 1.23 | 270 | 9.80 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6,502 | 70.43 | 521 | 85.05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 462 | 1.54 | 37 | 9.09 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,221 | 258 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 31,749 | 1.63 | 2,543 | 10.61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,533 | 0.76 | 443 | 9.65 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 6,510 | 442 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,348 | 1.66 | 108 | 10.31 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 5,470 | 18.02 | 438 | 28.45 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 13,366 | 1,071 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,496 | 0.58 | 360 | 9.42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,450 | 116 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2,865 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,777 | 383 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 102,167 | 2,833.30 | 8,185 | 3,096.88 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 46,866 | 18.60 | 3,754 | 28.96 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 17,830 | 14.52 | 1,428 | 24.50 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 157,709 | 5.45 | 12,634 | 14.65 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 62,874 | 0.14 | 5,037 | 8.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,356 | 4.52 | 669 | 13.58 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 30,139 | 4.69 | 2,414 | 13.81 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 653 | 0.62 | 52 | 10.64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,283 | 31.75 | 503 | 43.30 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,515 | 10.64 | 282 | 20.09 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 90,654 | 0.26 | 7,262 | 9.01 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 33,240 | 5.29 | 2,663 | 9.82 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 233 | 18.27 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49,478 | 5.93 | 3,964 | 15.17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 69,726 | 10.47 | 6 | 25.00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 16,116 | 6.23 | 1,291 | 15.58 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3,299 | 11.98 | 264 | 21.66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,629,960 | 20.37 | 130,575 | 30.74 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,370 | 59.19 | 270 | 73.55 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 74,002 | 12.03 | 5,928 | 21.80 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,427 | 6.57 | 114 | 16.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,320,788 | 11.90 | 426,248 | 21.65 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 48,474 | 3,835 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 117,217 | 5.26 | 9,483 | 15.55 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 3,965 | 23.91 | 318 | 34.89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33,713 | 12.98 | 2,701 | 22.84 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 19,693 | 18.76 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,883 | 8.28 | 1,353 | 17.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 150,724 | 2.38 | 12,074 | 11.30 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 5,265 | 59.11 | 422 | 73.25 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 12,019 | 963 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,545 | 204 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 8 | 1 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49,937 | 149.36 | 4,000 | 171.19 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 2,566 | 206 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 31,361 | 22.21 | 2,512 | 32.91 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 225,478 | 21.48 | 18,063 | 32.07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 120,133 | 2.44 | 9,624 | 11.36 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 5,808 | 465 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7,480 | 599 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25,978 | 10.31 | 2,081 | 19.94 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6,274 | 506 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 22,885 | 4.45 | 1,833 | 13.57 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 13,696 | 6.38 | 1,097 | 15.72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28,369 | 43.32 | 2,273 | 55.83 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,368 | 10.48 | 1,071 | 20.09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101,668 | 20.95 | 8,145 | 42.75 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1,509 | 0 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,706 | 0.12 | 137 | 8.80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 481 | 37.04 | 39 | 52.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 478,945 | 6.90 | 38,368 | 16.22 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 3,345 | 4.34 | 268 | 13.14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38,296 | 4.72 | 2,822 | 13.70 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4,473 | 5.45 | 358 | 14.74 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 17,931 | 24.87 | 1,436 | 35.73 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 44,219 | 2.20 | 3,542 | 11.10 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 195,629 | 7.79 | 15,672 | 17.18 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 123 | 0.82 | 10 | 12.50 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48,343 | 3,873 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,008 | 82.69 | 962 | 98.55 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 11,236 | 88.30 | 900 | 105.01 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11,265 | 121.27 | 900 | 152.10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,800 | 224 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,736 | 0.96 | 540 | 9.78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,669 | 374 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 48,343 | 1,324.79 | 3,562 | 1,448.70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116,625 | 197.01 | 9,343 | 222.92 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 926 | 749.54 | 74 | 825.00 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,771,003 | 35,320.06 | 2,232 | 506.52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,211,347 | 30.16 | 96,709 | 40.44 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 144,311 | 2.69 | 11,561 | 11.64 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7,138 | 572 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,154 | 0.44 | 493 | 9.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127,526 | 3.41 | 10,216 | 12.42 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2,516 | 202 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6,038 | 13.69 | 484 | 23.53 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 22,594 | 865.56 | 1,810 | 952.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 | 1 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 25,227 | 2,021 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,108 | 26.19 | 970 | 37.20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 72,509 | 7.80 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 527 | 42 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 41,892 | 8.13 | 3,356 | 17.55 | ||||
| 2025-08-08 | 13F | Creative Planning | 674,293 | 0.50 | 54,018 | 9.25 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,318 | 2.08 | 1,307 | 10.95 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 56,444 | 2.25 | 4,522 | 11.16 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 742 | 59 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 26,345 | 2,110 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 130,179 | 2 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 14,140 | 26.07 | 1,133 | 37.05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 20,222 | 8.36 | 1,620 | 17.75 | ||||
| 2025-07-17 | 13F | SWS Partners | 4,041 | 0.15 | 324 | 8.75 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 6,075 | 285.71 | 487 | 358.49 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 96,696 | 3.34 | 7,746 | 12.36 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 63,007 | 4.53 | 5,047 | 13.65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 44,362 | 5.13 | 3,554 | 14.28 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 44,483 | 14.04 | 3,564 | 23.97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103,719 | 195.36 | 8,309 | 221.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121,329 | 6.66 | 9,720 | 15.95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 48 | 2.13 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,612 | 416.38 | 1,331 | 510.09 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 25,897 | 3.41 | 2,075 | 12.41 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4,544 | 0.71 | 364 | 9.64 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,147 | 8.26 | 573 | 17.70 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 11,873 | 1.43 | 951 | 10.32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 50,468 | 43.01 | 4,043 | 55.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 55,885 | 12.33 | 4,477 | 22.09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18,687 | 7.46 | 1,497 | 16.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 327 | 27.34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,648,569 | 11.93 | 132,067 | 21.68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,364 | 0.09 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14,662 | 22.87 | 1,175 | 32.96 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7,981 | 0.49 | 639 | 8.86 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 103,188 | 12.08 | 8,266 | 21.85 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 300 | 1.35 | 24 | 14.29 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7,818 | 2.98 | 626 | 11.99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,254,693 | 10.67 | 100,512 | 20.31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24,045 | 0.41 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 154,330 | 5.09 | 12,363 | 14.25 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,555 | 4.47 | 605 | 13.72 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,772 | 1.39 | 1,023 | 10.24 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 21,028 | 5.05 | 1,685 | 14.17 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2,826 | 1.40 | 226 | 10.24 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,467 | 0.32 | 278 | 9.06 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 21,233 | 0.31 | 1,701 | 9.04 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,350 | 27.12 | 108 | 38.46 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 5,849 | 469 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 249,878 | 6.96 | 20,018 | 16.28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25,425 | 149.17 | 2,037 | 171.11 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,864 | 9.63 | 470 | 19.04 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3,023 | 1.37 | 242 | 10.50 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 400 | 60.00 | 32 | 77.78 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,816 | 306 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14,342 | 35.25 | 1,149 | 46.99 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 101,186 | 4.91 | 8,146 | 28.27 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13,139 | 9.17 | 1,053 | 18.74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11,756 | 0.03 | 942 | 8.66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,549 | 204 | ||||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 6,274 | 22.30 | 503 | 32.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34,568 | 29.60 | 2,792 | 41.46 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 19,115 | 1.87 | 1,531 | 10.78 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 11,869 | 951 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,510 | 19.07 | 682 | 29.47 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 380,556 | 0.88 | 30,486 | 19.06 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 43,756 | 11.57 | 3,505 | 21.32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,210 | 175 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,665 | 18.73 | 1,175 | 28.59 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 41,042 | 7.56 | 3,288 | 16.93 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 2,886 | 231 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3,380 | 3.36 | 271 | 12.50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 108,580 | 3.73 | 8,698 | 12.77 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 8,530 | 7.77 | 682 | 16.98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52,348 | 3.52 | 4,194 | 12.53 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 241 | 19 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,660 | 213 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,904 | 1.75 | 233 | 10.48 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 51,877 | 4,162 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 119,037 | 30.12 | 9,646 | 41.96 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 281,261 | 17.39 | 22,532 | 27.62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,251 | 341 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 140,915 | 8.23 | 11,289 | 17.66 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 2,500 | 200 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,928 | 27.37 | 315 | 38.33 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4,581 | 1.37 | 367 | 10.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,074 | 2.96 | 1,368 | 11.87 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,059 | 325 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,921 | 11.52 | 1,275 | 21.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 411,662 | 5.14 | 32,978 | 14.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17,198 | 32.20 | 1,378 | 43.74 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 66,103 | 5.29 | 5,296 | 14.46 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3,481 | 418.01 | 279 | 467.35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,921,748 | 8.47 | 153,951 | 17.92 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 20,552 | 1.89 | 1,646 | 10.77 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 18,860 | 1,511 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 410 | 1.23 | 33 | 10.34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,905,093 | 9.11 | 152,612 | 18.62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 207,580 | 0.02 | 16,629 | 8.74 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,820 | 146 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,223,744 | 3.41 | 98,034 | 11.42 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 7,152 | 1.22 | 573 | 10.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 457,003 | 10.87 | 37 | 20.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30,493 | 1.62 | 2,443 | 10.45 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 48,215 | 3.76 | 3,849 | 11.95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,277,509 | 22.62 | 182,451 | 33.31 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 4,864 | 11.46 | 390 | 21.18 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 7,206 | 577 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 350 | 28 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37,591 | 1.78 | 3,011 | 10.66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,746 | 220 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 37,160 | 85.80 | 2,977 | 102.04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 165,985 | 4.12 | 13,378 | 13.88 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40,016 | 0.33 | 2,949 | 8.90 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 68,988 | 5,527 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 120,120 | 10.80 | 9,623 | 20.46 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 243,960 | 123.22 | 19,544 | 142.68 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,429 | 18.60 | 1,476 | 28.91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 66,977 | 1.90 | 5,366 | 10.78 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 4,159 | 333 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 81,206 | 3.81 | 6,505 | 12.86 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,705 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5,981 | 1.01 | 479 | 9.36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,352 | 6.91 | 429 | 16.30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,168 | 43.23 | 2,653 | 55.45 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,742 | 17.14 | 380 | 27.18 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 6,397 | 513 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,213 | 11.84 | 898 | 21.68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14,496 | 1,161 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 9,547 | 24.16 | 765 | 34.98 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42,960 | 9.76 | 3,442 | 19.31 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 8,813 | 706 | ||||||
| 2025-07-31 | 13F | CNB Bank | 985 | 79 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4,081 | 1.34 | 327 | 10.14 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9,242 | 4,280.09 | 743 | 4,846.67 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,223 | 13.70 | 499 | 23.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 686,061 | 12.64 | 54,960 | 22.46 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17,535 | 63.65 | 1,405 | 77.95 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 6,550 | 1.22 | 525 | 10.08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11,131 | 1.38 | 892 | 10.14 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 47,072 | 8.13 | 3,771 | 17.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,532,014 | 14.50 | 363,060 | 24.48 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 253 | 1,481.25 | 20 | 1,900.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 97,891 | 7.16 | 7,842 | 16.51 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2,500 | 200 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 291,441 | 23.32 | 23,212 | 33.25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 49 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,458 | 85.04 | 517 | 101.17 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 7,213 | 34.52 | 578 | 46.08 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 5,299 | 1.07 | 424 | 9.84 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 243,792 | 0.71 | 19,530 | 9.49 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 12,664 | 0.36 | 1,014 | 14.45 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3,124 | 1.33 | 250 | 10.13 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 15,759 | 55.64 | 1,268 | 89.10 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3,294 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,169 | 40.48 | 654 | 52.80 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 263,342 | 22.07 | 21,096 | 32.70 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 117,492 | 487.61 | 9,412 | 538.97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 320,647 | 11.69 | 25,687 | 21.42 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 73,861 | 6.42 | 5,917 | 15.70 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 569 | 284.46 | 46 | 350.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,680 | 215 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 35,988 | 1.06 | 2,883 | 9.87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2,654 | 213 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10,042 | 0.41 | 804 | 9.24 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17,096 | 0.91 | 1,370 | 9.70 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 22,435 | 9.79 | 1,797 | 19.40 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 25,876 | 2,073 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,157 | 71.05 | 173 | 86.96 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 38,329 | 2,824 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 430,002 | 1.80 | 31,687 | 7.76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 403,847 | 2.04 | 32,352 | 10.94 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2,781 | 223 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1,769,022 | 1.61 | 141,716 | 10.46 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 2,525 | 202 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35,589 | 63.82 | 2,851 | 78.19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9,142 | 54.27 | 732 | 67.89 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24,832 | 1,990 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8,188 | 0.09 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,700 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,302,461 | 13.20 | 104,340 | 23.06 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 12,554 | 0.05 | 1,006 | 8.77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12,981 | 0.16 | 1,040 | 8.80 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 29,947 | 18.78 | 2,399 | 29.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10,991 | 0.08 | 903 | 9.59 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 36,687 | 0.87 | 2,939 | 9.63 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 31,951 | 9,979.18 | 2,560 | 11,026.09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 675 | 54 | ||||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 231,341 | 9.76 | 18,533 | 19.32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 98,535 | 7,894 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 9,961 | 0.31 | 798 | 9.03 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10,954 | 60.03 | 878 | 74.01 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,071 | 406 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7,808 | 4.68 | 625 | 13.84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 514,455 | 23.66 | 41,213 | 34.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,488 | 1.95 | 2,122 | 10.82 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 138 | 0 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7,289 | 584 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,674 | 28.10 | 294 | 39.34 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 145,616 | 3.33 | 11,665 | 12.33 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 86,787 | 0.44 | 6,953 | 9.19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77,151 | 102.14 | 6,181 | 119.77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 264,200 | 3.77 | 21,165 | 12.82 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 30 | 2 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 65,890 | 31.80 | 5,449 | 47.91 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11,341 | 8.70 | 909 | 18.23 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,687 | 215 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 202,435 | 0.06 | 16,217 | 8.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161,371 | 14.21 | 13 | 20.00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 15,029 | 27.52 | 1,204 | 38.59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17,881 | 4.58 | 1,432 | 13.74 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 16,339 | 70.91 | 1,309 | 85.80 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 8,893 | 2.14 | 712 | 11.08 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 125,710 | 2.77 | 10,071 | 11.73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 97,389 | 8.56 | 7,802 | 18.02 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 6 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,833 | 0.47 | 307 | 9.25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 410 | 1.23 | 33 | 10.34 |
