Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Global Growth Equity ETF meliputi Beacon Pointe Advisors, LLC, Presper Financial Architects, LLC, Legacy Capital Wealth Management, Llc, KPP Advisory Services LLC, Summit Wealth Group Llc / Co, Mercer Global Advisors Inc /adv, M Holdings Securities, Inc., Money Concepts Capital Corp, Daymark Wealth Partners, Llc, Security Financial Services, INC., Summit Trail Advisors, Llc, Harmony Asset Management Llc, Summit Global Investments, CIBC World Markets Inc., IHT Wealth Management, LLC, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., Perigon Wealth Management, LLC, Vertex Planning Partners, LLC, dan LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30,193 | 7.14 | 965 | 20.93 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 946,565 | 23.13 | 30,262 | 38.96 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 42,096 | 75.11 | 1,346 | 97.50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 124,033 | 12.09 | 3,965 | 26.52 | ||||
| 2025-07-16 | 13F | Novem Group | 196,325 | 6,277 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12,359 | 1.27 | 395 | 14.49 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 672,450 | 5.46 | 21,498 | 19.02 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 43,419 | 2.28 | 1,392 | 29.61 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1,739 | 56 | ||||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 451,727 | 6.55 | 14,442 | 20.24 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 223,648 | 3.97 | 7,150 | 17.35 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 102,186 | 19.44 | 3,267 | 34.79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,337 | 330 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 3 | -84.21 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6,443 | 206 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 92,918 | 9.93 | 2,971 | 24.06 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 204,931 | 0.15 | 7 | 20.00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 38,648 | 12.31 | 1,236 | 26.80 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,845 | 135.95 | 219 | 165.85 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 173,768 | 10.65 | 3,315 | 34.12 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 36,646 | 22.87 | 1,172 | 38.74 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 168,374 | 5,383 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 211,635 | 1,057.49 | 6,766 | 1,205.98 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 213,252 | 39.88 | 6,818 | 53.05 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 22,732 | 11.53 | 727 | 25.82 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 168,991 | 9.30 | 5,403 | 23.33 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 183,759 | 2.10 | 5,893 | 27.86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 110,014 | 59.56 | 3,517 | 80.08 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7,914 | 0 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18,220,559 | 2.99 | 582,511 | 16.23 | ||||
| 2025-07-17 | 13F | KWB Wealth | 176,010 | 44.82 | 4,986 | 40.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,285,162 | 520.33 | 41,094 | 612.18 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 113,017 | 6.12 | 3,613 | 19.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,366,646 | 49.78 | 43,692 | 69.02 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 230,900 | 2.79 | 7,382 | 16.01 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,190 | 294 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 16,791 | 10.01 | 542 | 25.23 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,100 | 227 | ||||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 774,169 | 4.84 | 24,774 | 18.42 | ||||
| 2025-08-14 | 13F | Clg Llc | 149,568 | 96.83 | 4,782 | 122.17 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 12,399 | 17.93 | 396 | 33.33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23,057 | 18.51 | 737 | 33.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,741,590 | 4.22 | 87,649 | 17.61 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 254,661 | 28.48 | 8,142 | 44.99 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 142,965 | 4,177 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,395,393 | 2.79 | 44,611 | 15.99 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 903,279 | 0.27 | 28,878 | 13.15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 542,214 | 11.96 | 17,335 | 26.35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 24,865 | 2.96 | 795 | 16.08 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 35,746 | 8.12 | 1,143 | 22.01 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 27,179 | 0.15 | 869 | 13.02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,293 | 123.62 | 169 | 152.24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 297,309 | 12.02 | 9,505 | 26.40 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 23,505 | 19.35 | 751 | 34.83 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 500,131 | 100.87 | 15,989 | 126.70 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 17,603 | 563 | ||||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 42,253 | 9.09 | 1,351 | 23.06 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 19,006 | 612 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12,059,891 | 0.60 | 385,555 | 13.53 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9,748 | 312 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1,271,734 | 6.53 | 40,657 | 20.21 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 56,498 | 10.00 | 1,806 | 24.12 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,374 | 236 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 14,620 | 13.10 | 467 | 27.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 82,374 | 10.64 | 2,634 | 24.85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 240,542 | 3.75 | 7,690 | 17.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25,412 | 812 | ||||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1,386,850 | 4.28 | 44,338 | 17.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,855,934 | 81.92 | 187,214 | 105.29 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 264 | 8 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 188 | 25.33 | 6 | 50.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 69,164 | 0.85 | 2,211 | 13.85 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 20,786 | 4.11 | 665 | 21.83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,171,450 | 26.43 | 37 | 42.31 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 90,618 | 27.72 | 2,897 | 44.20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,023,234 | 29.28 | 32,713 | 45.89 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111,941 | 4.11 | 3,171 | 0.96 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,654 | 4.82 | 245 | 18.45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,638 | 85.64 | 84 | 110.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 615,571 | 5.24 | 19,686 | 18.76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 70,712 | 637.89 | 2,261 | 733.95 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 72,217 | 3.88 | 2,309 | 17.22 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 17,866 | 1.99 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,562,374 | 12.98 | 82 | 26.56 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 85,540 | 14.60 | 2,735 | 29.33 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 67 | 2 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 161,918 | 419.68 | 5,177 | 486.85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 230,223 | 6.22 | 7,360 | 19.87 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 74,664 | 10.23 | 2,387 | 24.45 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 264,126 | 107.50 | 8,444 | 134.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,152,596 | 23.43 | 356,548 | 39.29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 263,118 | 34.72 | 8,412 | 52.02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71,495 | 65.60 | 2,286 | 86.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 33,775 | 7.77 | 1,080 | 21.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,946,022 | 50.04 | 94,771 | 69.83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 51,262 | 2.92 | 1,639 | 16.09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 22,947 | 4.93 | 734 | 18.42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,125 | 1,739.72 | 289 | 1,964.29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21,002 | 11.72 | 671 | 26.13 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 72,356 | 7.41 | 2,313 | 21.23 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 60,277 | 19.02 | 1,927 | 34.38 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 294,686 | 2.47 | 9,421 | 15.64 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 14,002 | 72.84 | 448 | 95.20 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 35,866 | 21.62 | 1,147 | 37.25 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 71,835 | 38.31 | 2,297 | 56.08 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 330,947 | 6.02 | 10,580 | 19.64 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11,593 | 15.35 | 371 | 30.28 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 264,331 | 712.58 | 8,451 | 817.48 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 160,785 | 2.97 | 5,134 | 16.05 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 31,146 | 42.78 | 996 | 61.26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,365,979 | 11.07 | 139,464 | 25.21 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 150,026 | 5 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 17,890 | 130.10 | 572 | 159.55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,117 | 172.29 | 132 | 211.90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 222,513 | 2.40 | 7,114 | 15.55 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,805 | 377 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 210,325 | 181.04 | 6,724 | 217.17 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11,472 | 0 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 19,898 | 16.34 | 636 | 31.40 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 89,515 | 11.03 | 2,862 | 24.83 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 280,030 | 4.86 | 8,953 | 18.33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 868,346 | 8.34 | 27,761 | 22.26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 203,798 | 12.97 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 231,127 | 7,389 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 457,085 | 2.51 | 14,613 | 15.69 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 107,700 | 1.10 | 3,443 | 14.12 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 100,069 | 50.22 | 3,199 | 69.53 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6,906 | 221 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,142 | 13.35 | 228 | 27.53 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 915,875 | 15.17 | 29,281 | 29.97 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 38,922 | 9.26 | 1,244 | 23.29 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 285,432 | 2.70 | 9,125 | 15.89 | ||||
| 2025-07-16 | 13F | American National Bank | 630 | 20 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 71,473 | 6.76 | 2,285 | 20.46 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 80,200 | 2,564 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 39,243 | 5.23 | 1,255 | 18.75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 31,002 | 3.31 | 992 | 16.59 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 175 | 6 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 552,929 | 8.94 | 17,677 | 22.94 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 52,198 | 16.28 | 1,669 | 31.24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,295 | 23.00 | 1,064 | 38.90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32,299 | 264.71 | 1,033 | 312.80 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 43,945 | 1.28 | 1,405 | 14.24 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 121,164 | 41.77 | 3,874 | 59.98 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 226,189 | 0.03 | 7,231 | 12.90 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8,078 | 258 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 248,985 | 19.39 | 7,960 | 34.73 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 29,625 | 5.75 | 947 | 19.42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 47,471 | 0.21 | 1,518 | 13.12 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,184 | 30.11 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,864 | 3.12 | 315 | 16.24 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6,682 | 214 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 12,064 | 46.62 | 386 | 65.24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 161,598 | 15.93 | 5,199 | 31.23 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,949 | 10.87 | 734 | 25.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 151,548 | 108.41 | 4,845 | 135.15 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 97,887 | 317.84 | 3,128 | 391.82 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 354 | 11 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7,140,661 | 25.07 | 228,287 | 41.14 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 22,597 | 0.00 | 722 | 12.81 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 614 | 1,016.36 | 20 | -17.39 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26,071 | 54.92 | 833 | 75.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,285,289 | 19.67 | 73,061 | 35.04 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 82,947 | 423.16 | 2,652 | 490.42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21,954 | 4.30 | 702 | 17.62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68,935 | 10.49 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18,354 | 1,882.07 | 587 | 2,153.85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,623 | 42.67 | 244 | 55.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,753,304 | 7.65 | 88 | 22.22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 202,279 | 68.42 | 6 | 100.00 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 19,192 | 4.11 | 614 | 17.43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 115,511 | 14.80 | 3,272 | 11.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,013,064 | 3.30 | 160 | 16.79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 272,105 | 13.76 | 8,699 | 28.38 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 6,906 | 221 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 19,348 | 1.44 | 619 | 14.44 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 168,127 | 3.68 | 5,375 | 19.68 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 222,791 | 5.78 | 7,123 | 19.38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 79,622 | 10.43 | 2,546 | 24.63 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 25,156 | 6.94 | 804 | 20.72 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 103,836 | 3,320 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 717,645 | 19.86 | 22,943 | 35.26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 180,782 | 4.56 | 5,910 | 20.35 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 57,355 | 183.53 | 1,834 | 219.90 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 139,552 | 6.05 | 4,461 | 19.66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18,880 | 12.39 | 604 | 26.95 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 207,103 | 4.48 | 7 | 20.00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 185,607 | 16.04 | 5,934 | 30.94 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9,905 | 317 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 56,364 | 1,802 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 290,351 | 9.19 | 9,283 | 23.22 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 794,813 | 18.95 | 25,410 | 34.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,498,646 | 2.44 | 239,732 | 15.60 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,505 | 203.43 | 48 | 242.86 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,286 | 3.17 | 105 | 16.67 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,500 | 22.22 | 176 | 37.80 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10,762 | 344 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 382,478 | 70.92 | 12,228 | 92.89 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,790 | 5.48 | 281 | 19.07 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 71,803 | 21.37 | 2,317 | 38.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,747 | 280 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16,791 | 537 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 153,948 | 8.64 | 4,922 | 22.60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,760,763 | 0.13 | 344,022 | 13.00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10,156 | 1.72 | 328 | 15.96 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 48,471 | 0.31 | 1,550 | 13.23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 22,470 | 16.66 | 718 | 31.74 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 43,657 | 1,396 | ||||||
| 2025-08-08 | 13F | Creative Planning | 38,732 | 2.02 | 1,238 | 15.16 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 190 | 6 |
