Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG MSCI KLD 400 ETF meliputi Qrg Capital Management, Inc., Wealth Advisory Team LLC, Midwest Trust Co, Harbor Asset Planning, Inc., Old National Bancorp /in/, Coordinated Financial Services, Inc./CO, Blue Zone Wealth Advisors, LLC, Cypress Wealth Services, LLC, New Covenant Trust Company, N.A., RMB Capital Management, LLC, Two West Capital Advisors LLC, Cove Private Wealth, LLC, Richmond Investment Services, LLC, Black Diamond Financial, LLC, Beacon Financial Advisory LLC, Financial Network Wealth Management LLC, Pinnacle Wealth Management Advisory Group, LLC, Twin Peaks Wealth Advisors, LLC, Atlantic Union Bankshares Corp, dan Hantz Financial Services, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8,497 | 0.01 | 987 | 13.33 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3,798 | 13.10 | 441 | 28.57 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,058 | 0.99 | 355 | 14.52 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1,864 | 217 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,757 | 204 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,082 | 0.14 | 242 | 13.68 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 33,779 | 56.57 | 3,924 | 130,666.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71,137 | 2.26 | 8 | 14.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 88,426 | 5.06 | 10,272 | 19.17 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2,776 | 0.07 | 322 | 13.38 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 25,993 | 1.96 | 3,019 | 15.67 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2,933 | 3.24 | 341 | 17.24 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 56,812 | 2.33 | 6,599 | 16.08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 151,893 | 2.08 | 17,644 | 15.78 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2,049 | 247 | ||||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 3,026 | 352 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 169,546 | 6.08 | 19,694 | 20.33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 69,138 | 0.54 | 8,031 | 14.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47,685 | 13.30 | 5,539 | 28.49 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2,279 | 0.49 | 265 | 13.79 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,170 | 13.81 | 136 | 28.57 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 18,886 | 0.52 | 2,194 | 13.98 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 15,036 | 2.23 | 1,747 | 15.94 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4,197 | 0.38 | 488 | 13.79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6,477 | 752 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 3,536 | 0.77 | 411 | 14.21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 205,197 | 0.24 | 24 | 15.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 543 | 0.18 | 63 | 14.55 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 375 | 44 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 4,179 | 10.94 | 485 | 25.97 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 1,786 | 207 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4,457 | 25.66 | 518 | 48.99 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 5,860 | 0.22 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 127 | 13.51 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,853 | 17.50 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2,331 | 5.91 | 271 | 20.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,036 | 0.03 | 701 | 13.61 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 44,345 | 40.72 | 5,151 | 59.62 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9,852 | 15.40 | 1,144 | 30.89 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 1,907 | 222 | ||||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 1,886 | 219 | ||||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 3,350 | 389 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2,578 | 299 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 10,870 | 0.60 | 1,268 | 14.56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3,072 | 44.84 | 357 | 64.06 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 38,183 | 11.20 | 4,435 | 26.14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 59,027 | 0.05 | 6,857 | 13.49 | ||||
| 2025-08-08 | 13F | Allianz Se | 45,284 | 8.08 | 5,260 | 22.61 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 2,197 | 3.93 | 255 | 9.44 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,516 | 55.97 | 989 | 76.92 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,954 | 1.84 | 1,040 | 15.56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 344,330 | 6.70 | 39,990 | 21.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,592 | 1.33 | 301 | 14.89 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,225 | 0.16 | 723 | 13.68 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 51,194 | 6.16 | 5,947 | 20.41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 416 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,080 | 0.19 | 125 | 13.64 | ||||
| 2025-07-11 | 13F | Halter Ferguson Financial Inc. | 7,152 | 1.17 | 831 | 14.80 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,314 | 64.22 | 617 | 86.40 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,528 | 3.28 | 874 | 17.16 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3,821 | 444 | ||||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3,612 | 0.84 | 420 | 14.48 | ||||
| 2025-08-11 | 13F | Eq Llc | 4,616 | 2.21 | 536 | 16.02 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52,561 | 20.07 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,871 | 25.11 | 2,192 | 41.97 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 130,422 | 1.46 | 15,150 | 15.08 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,828 | 1.15 | 1,025 | 14.78 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 25,510 | 22.31 | 2,963 | 38.78 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 5,913 | 4.58 | 708 | 22.28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214 | 25 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,091 | 8.17 | 1,172 | 22.72 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 422 | 53.45 | 49 | 71.43 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7,896 | 0.06 | 917 | 16.82 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 14,429 | 2.33 | 1,676 | 16.07 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,894 | 79.40 | 571 | 116.73 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 5,988 | 0.23 | 696 | 13.75 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 26,938 | 5.21 | 3,129 | 19.34 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 2,872 | 334 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 59,117 | 4.02 | 6,867 | 17.99 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31,734 | 8.79 | 3,668 | 20.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 36,508 | 185.87 | 4,241 | 224.41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 94,359 | 0.95 | 10,961 | 14.50 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12,696 | 6.40 | 1,475 | 20.72 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 11,035 | 8.76 | 1,282 | 23.29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,280 | 3.27 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 189 | 17.39 | 22 | 31.25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11,625 | 9.91 | 1,350 | 24.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26,716 | 66.10 | 3,103 | 88.40 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 49,577 | 2.83 | 5,759 | 16.63 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 2,256 | 261 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 290,834 | 4.67 | 33,783 | 18.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35,435 | 15.45 | 4,116 | 30.96 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,743 | 202 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 81,495 | 65.91 | 9,467 | 88.19 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 960 | 120.18 | 112 | 152.27 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 3,180 | 0.22 | 369 | 13.89 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 4,971 | 0.30 | 577 | 13.81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37,813 | 2.83 | 3,873 | -4.47 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,044 | 9.42 | 354 | 24.30 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3,304 | 0.46 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 1,809 | 210 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5,182 | 0.97 | 602 | 14.48 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 2,607 | 303 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177,917 | 10.87 | 20,667 | 25.75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6,625 | 2.22 | 770 | 15.99 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 20,110 | 1.45 | 2,336 | 15.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,726 | 0.68 | 1,478 | 13.69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,545 | 30.30 | 1,806 | 47.83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,162,736 | 15.07 | 135,063 | 30.53 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 9,724 | 1,130 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 1,809 | 210 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 99,643 | 5.97 | 12 | 22.22 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,904 | 30.09 | 453 | 47.56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,113 | 23.82 | 2,917 | 40.44 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4,651 | 540 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5,530 | 1.39 | 642 | 15.05 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1,937 | 225 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8,471 | 8.09 | 984 | 22.57 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,750 | 0 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 19,886 | 65.40 | 2,310 | 87.57 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 34,360 | 20.11 | 3,991 | 36.26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 5,979 | 694 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,567 | 29.97 | 298 | 47.52 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,282 | 149 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33,814 | 8.49 | 3,928 | 23.06 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1,915 | 222 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16,043 | 15.78 | 1,856 | 31.28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,536 | 28.45 | 1,340 | 45.81 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4,805 | 0.73 | 558 | 14.34 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,634 | 5.97 | 1,119 | 20.19 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 19,411 | 12.29 | 2,255 | 27.34 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1,882 | 219 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1,826 | 212 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 36,148 | 0.14 | 4,199 | 13.58 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 52,287 | 0.08 | 6,074 | 13.51 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7,771 | 0.32 | 903 | 13.75 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6,487 | 754 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 2,976 | 1.09 | 346 | 14.62 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 8,142 | 33,825.00 | 946 | 47,150.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,740 | 202 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2,102 | 0.43 | 244 | 14.02 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2,874 | 15.98 | 334 | 31.62 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1,330 | 0.23 | 155 | 14.07 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 2,900 | 36.53 | 337 | 54.84 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5,261 | 1.66 | 611 | 15.28 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 42,217 | 5.44 | 4,904 | 19.59 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 36,811 | 1.64 | 4,276 | 15.26 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20,639 | 6.84 | 2,397 | 21.18 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 2,022 | 1.25 | 234 | 14.71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 15,166 | 0.71 | 1,762 | 14.20 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,579 | 199.28 | 532 | 240.38 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 17,896 | 3.37 | 2,079 | 17.27 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3,359 | 1.21 | 390 | 15.04 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10,152 | 19.11 | 1,179 | 35.21 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,148,473 | 3.46 | 133,407 | 17.35 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,445 | 749 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 47,024 | 5.66 | 5,462 | 19.86 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,151 | 140 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,500 | 52.17 | 407 | 72.77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 168,897 | 0.06 | 19,524 | 12.91 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 12,116 | 2.97 | 1,407 | 16.76 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 4,485 | 23.08 | 521 | 39.41 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 1,759 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 75 | 9 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,675 | 1.45 | 543 | 15.07 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7,361 | 0.11 | 855 | 13.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,067 | 10.11 | 705 | 24.82 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,473 | 2.33 | 520 | 16.11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,436 | 7.27 | 1,445 | 21.65 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,171 | 427.48 | 136 | 518.18 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5,376 | 0.02 | 625 | 13.45 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1,866 | 217 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 1,851 | 215 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14,104 | 2.66 | 1,638 | 16.43 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3,072 | 44.84 | 356 | 62.56 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 20,586 | 1.55 | 2,484 | 16.73 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 700 | 81 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4,476 | 520 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,178 | 0.26 | 137 | 13.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 292 | 284.21 | 34 | 371.43 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 5,102 | 0.20 | 593 | 13.63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3,683 | 7.47 | 428 | 22.00 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 2,182 | 4.25 | 253 | 18.22 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 8,031 | 0.26 | 933 | 13.66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,904 | 686 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 222,286 | 0.64 | 25,821 | 14.16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 18,102 | 2.80 | 2,103 | 16.58 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,340 | 0.09 | 1,085 | 13.51 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,347 | 0.04 | 273 | 13.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,322 | 2.97 | 3,174 | 16.78 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7,358 | 1.69 | 855 | 15.25 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 646 | 0.78 | 66 | -5.71 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1,906 | 221 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2,123 | 247 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 81,238 | 0.44 | 9,437 | 13.92 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,854 | 5.17 | 796 | 19.34 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11,257 | 1,308 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 220 | 26 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,956 | 405 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,136 | 0.67 | 597 | 14.18 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 | 0 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 25,866 | 3.60 | 3,005 | 17.53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20,960 | 878.07 | 2,435 | 1,011.42 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 25,124 | 0.50 | 2,918 | 13.98 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 4,270 | 0.21 | 501 | 24.94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23,478 | 0.28 | 2,817 | 15.45 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 1,928 | 233 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,766 | 165.48 | 1,715 | 201.41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,470 | 132.77 | 635 | 164.58 |
