Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF meliputi Income Research & Management, Metropolitan Life Insurance Co/ny, TBFC - The Brinsmere Fund - Conservative ETF, NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF, TBFG - The Brinsmere Fund - Growth ETF, Strong Tower Advisory Services, Courier Capital Llc, Acorn Wealth Advisors, LLC, Leo Wealth, LLC, 17 Capital Partners, Llc, TrueWealth Financial Partners, Brookwood Investment Group LLC, Wsfs Capital Management, Llc, Financial Network Wealth Management LLC, Asset Dedication, LLC, Evolution Wealth Management Inc., Creekmur Asset Management LLC, Traub Capital Management LLC, dan Smallwood Wealth Investment Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 109,019 | 11.50 | 7,441 | 13.57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 66,521 | 2.00 | 4,626 | 0.72 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3,536 | 246 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,252 | 6,855.56 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31,037 | 11.14 | 2,158 | 9.77 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 8,370 | 0.89 | 582 | -0.34 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 9,301 | 3.98 | 647 | 2.70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,589 | 0.50 | 319 | -0.62 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 644 | 315.48 | 45 | 340.00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2,968 | 206 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64,155 | 6.97 | 4,461 | 5.64 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 8,377 | 7.94 | 583 | 6.59 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 46,773 | 9.30 | 3,253 | 7.93 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 139,587 | 2.34 | 9,707 | 1.05 | ||||
| 2025-08-27 | NP | PGFEX - PGIM Enhanced Retirement Spending Fund Class R6 | 3,318 | 8.29 | 231 | 6.98 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 84,747 | 1.43 | 5,839 | -0.14 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76,299 | 2.29 | 5,306 | 1.01 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 363,108 | 0.04 | 25,251 | -1.21 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,528 | 3.25 | 384 | 1.86 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,657 | 23.38 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 120,068 | 30.10 | 8,350 | 28.47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,517 | 16.17 | 731 | 14.76 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,088,676 | 3.16 | 75,707 | 1.87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,955 | 52.22 | 623 | 50.24 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 8,077 | 5.44 | 562 | 4.08 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 118,158 | 786.07 | 8 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 911,555 | 2.33 | 63,390 | -3.12 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6,068 | 39.94 | 422 | 38.03 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 13,554 | 1.81 | 943 | 0.53 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 10,724 | 6.12 | 752 | 6.21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92,682 | 9.62 | 6,483 | 9.57 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,099 | 28.39 | 76 | 28.81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12,415 | 4.33 | 863 | 2.98 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 87,609 | 5.29 | 6,092 | 3.98 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,632 | 253 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,914 | 272 | ||||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 111,270 | 7,738 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,574 | 13.10 | 735 | 11.70 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 58,494 | 3.62 | 4,068 | 2.31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 249 | 1.22 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 580 | 7.61 | 40 | 8.11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15,655 | 4.87 | 1,089 | 7.62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,385 | 744.04 | 374 | 750.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 195,623 | 3.54 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153,411 | 7.76 | 10,668 | 6.41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29,809 | 8.13 | 2,073 | 6.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,463 | 6.82 | 658 | 5.62 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 58,685 | 6.27 | 4,081 | 4.94 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 2,402,802 | 0.93 | 167,091 | -0.34 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 210,460 | 14,635 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 66,030 | 0.29 | 4,650 | 2.56 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 7 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,756 | 31.93 | 261 | 30.50 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3,190 | 2.80 | 222 | 1.38 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 279,916 | 21.16 | 19,465 | 19.65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 26,416 | 2 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5,005 | 0.77 | 348 | -0.29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 174,874 | 3.49 | 12,161 | 2.19 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 27,769 | 3.94 | 1,931 | 2.66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,051,576 | 5.82 | 698,987 | 4.49 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,485 | 348.07 | 1,494 | 343.32 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7,905 | 550 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14,608 | 16.62 | 1,006 | 14.06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4,200 | 292 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17,200 | 89.16 | 1,199 | 87.34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 278 | 19 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 65,770 | 14.41 | 4,574 | 12.72 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,216 | 224 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 742,706 | 51,648 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 831 | 1.71 | 58 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 460,990 | 0.93 | 32 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25,125 | 0.38 | 1,747 | -0.85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,279 | 1.04 | 298 | -0.34 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 20,989 | 11.47 | 1,460 | 10.11 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 931,254 | 734.61 | 64,759 | 724.22 | ||||
| 2025-08-27 | NP | PGFCX - PGIM Conservative Retirement Spending Fund Class R6 | 2,702 | 4.81 | 188 | 3.31 | ||||
| 2025-08-27 | NP | PGFMX - PGIM Moderate Retirement Spending Fund Class R6 | 4,704 | 5.38 | 327 | 4.14 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7,185 | 1.18 | 500 | -0.20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | 3 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 218,564 | 6.80 | 15,199 | 5.46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10,383 | 3.80 | 722 | 2.56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23,056 | 130.01 | 2 | |||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 4,055 | 0.75 | 282 | -0.71 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 599,208 | 41,669 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5,610 | 14.58 | 389 | 16.47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 302 | 7.09 | 21 | 10.53 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 4,426 | 4.76 | 308 | 3.37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17,967 | 16.41 | 1,249 | 15.01 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5,434 | 14.35 | 378 | 12.87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 33,315 | 203.69 | 2,317 | 200.78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,065 | 4.05 | 909 | 2.71 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 34,578 | 2.21 | 2,405 | 0.92 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,262 | 4.34 | 575 | 3.05 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,840 | 4.42 | 337 | 3.07 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 443,228 | 0.22 | 30,822 | -1.03 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26,178 | 0.89 | 1,820 | -0.38 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 113,834 | 7,916 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 3,357 | 233 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 | 127.78 | 3 | 100.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 74 | 117.65 | 5 | 150.00 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 10,017 | 6.86 | 693 | 8.29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,039 | 1.84 | 211 | 0.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 838,604 | 36.35 | 58,317 | 34.64 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 990 | 90.38 | 69 | 88.89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41,588 | 30.25 | 2,892 | 28.65 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 2,402,802 | 0.93 | 167,091 | -0.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 56,916 | 141.33 | 3,958 | 138.37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,586 | 53.98 | 110 | 52.78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 65,179 | 28.82 | 4,533 | 27.20 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,411 | 33.97 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28,862 | 2 | ||||||
| 2025-07-17 | 13F | Income Research & Management | 720,997 | 50,138 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 16,676 | 1,160 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4,719 | 6.57 | 0 | |||||
| 2025-08-14 | 13F | Bank of Marin | 13,385 | 931 | ||||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 128,657 | 21.47 | 8,947 | 19.95 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 6,226 | 8.20 | 433 | 6.67 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7,148 | 6.48 | 497 | 5.30 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 48,494 | 10.27 | 3,372 | 8.91 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,166 | 2.55 | 81 | 1.25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 58,105 | 18.08 | 4,004 | 16.26 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 89,660 | 10.21 | 6,235 | 8.83 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 21,780 | 46.43 | 1,506 | 49.11 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 185,096 | 9.42 | 12,872 | 8.05 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4,743 | 330 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 17,385 | 0.80 | 1,209 | -0.49 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 158,021 | 30.36 | 10,989 | 28.74 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 191 | 13 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 132,608 | 78.64 | 9 | 80.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 44,146 | 3.80 | 3,070 | 2.51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 71,051 | 9.50 | 4,941 | 8.12 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 22,036 | 2.01 | 1,532 | 0.72 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8 | 14.29 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,141 | 14.06 | 630 | 11.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 609,056 | 10.72 | 42,388 | 9.34 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8,828 | 7.93 | 614 | 6.61 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9,104 | 29.56 | 633 | 28.14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 157 | 3.97 | 11 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,515 | 44.37 | 592 | 43.69 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 12,408 | 863 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 28,695 | 3.62 | 1,995 | 2.31 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 3,526 | 0.97 | 241 | -2.04 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 224 | 16 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,593 | 11.14 | 250 | 9.69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,805 | 10.26 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20,492 | 3.15 | 1,425 | 1.93 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22,282 | 1,549 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17,431 | 5.91 | 1,212 | 4.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 204,647 | 20.87 | 14,411 | 24.39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 206,497 | 5.51 | 14,360 | 4.19 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 45,100 | 3,136 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 424,610 | 29,527 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 40,952 | 18.86 | 2,848 | 17.35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26,399 | 10.47 | 1,836 | 9.10 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 46,948 | 3,265 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8,151 | 3.41 | 567 | 1.98 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 499,611 | 76.51 | 34,743 | 74.30 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 8,569 | 1.18 | 596 | -0.17 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 132,612 | 47.10 | 9,222 | 45.26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,681 | 256 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12 | 1 | ||||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 11,065 | 6.75 | 769 | 5.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,042,272 | 2.13 | 72,479 | 0.86 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 65,195 | 10.16 | 4,438 | 6.48 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 324,294 | 23 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 421 | 29 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16,600 | 151.52 | 1,154 | 148.71 | |||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 22,977 | 0.57 | 1,598 | -0.68 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 21,538 | 1,497 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 4,328 | 0.67 | 301 | 2.04 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,397 | 15.44 | 5,101 | 14.45 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 135,081 | 1.74 | 9,121 | 2.02 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 37,427 | 14.95 | 2,603 | 18.38 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16,158 | 39.91 | 1,124 | 38.13 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8,872 | 46.91 | 617 | 44.94 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 37,388 | 3.57 | 2,600 | 2.24 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 6,440 | 2.47 | 448 | 1.13 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 68,888 | 6.89 | 4,790 | 5.55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 3,600.00 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 61,999 | 2.76 | 4,311 | 1.48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 39 | 3 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 18 | 157.14 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,112 | 77 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 3,157 | 220 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 785 | 0 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,000 | 209 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 122,333 | 2.23 | 9 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 48,940 | 2.77 | 3,403 | 1.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,675,652 | 34.08 | 255,605 | 32.40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,388 | 26.62 | 166 | 25.76 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8,452 | 6.13 | 595 | 9.38 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,477 | 66.07 | 381 | 63.79 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,765 | 331 | ||||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 122,371 | 8,313 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21,074 | 32.18 | 1,465 | 30.57 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15,830 | 1,101 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 94,273 | 1.93 | 6,556 | 0.66 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5,015 | 349 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 471 | 33 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 96,568 | 5.23 | 6,715 | 3.92 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9,971 | 0.94 | 693 | -0.29 |
