Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab Fundamental International Equity ETF meliputi Vestmark Advisory Solutions, Inc., Maia Wealth LLC, Bleakley Financial Group, LLC, Glenmede Investment Management, LP, Brown Brothers Harriman & Co, Traub Capital Management LLC, Tudor Investment Corp Et Al, Wealth Advisory Team LLC, Maseco Llp, TT Capital Management LLC, Pinnacle Wealth Planning Services, Inc., Keystone Financial Group, Bulwark Capital Corp, City Center Advisors, LLC, Detalus Advisors, LLC, Colonial Trust Co / SC, SigFig Wealth Management, LLC, Sovran Advisors, LLC, Concurrent Investment Advisors, LLC, dan Invst, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Creekside Partners | 32,994 | 0.05 | 1,320 | 10.83 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 17,966 | 94.99 | 719 | 116.27 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43,676 | 432.12 | 1,761 | 494.59 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,876 | 275 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,107,947 | 56.96 | 84,360 | 73.81 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 112 | 4 | ||||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 5,171 | 207 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,153 | 46 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 102 | 4 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 273,923 | 26.35 | 10,962 | 39.91 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,346 | 361 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1,433,071 | 3.11 | 57,352 | 14.17 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 21,948 | 828 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 99,402 | 9.63 | 3,978 | 21.43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 681,707 | 0.68 | 27,282 | 11.49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,929,210 | 4.38 | 237,287 | 15.59 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 210,182 | 1.46 | 8,411 | 12.34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,478 | 379 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 233 | 9 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 11,929 | 2.08 | 477 | 13.03 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 441,260 | 5.79 | 17,659 | 17.16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,126 | 12.38 | 365 | 24.57 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 157,395 | 4.87 | 6,299 | 16.13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,322 | 5.02 | 93 | 15.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 64,024 | 2.82 | 2,562 | 13.87 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 32,826 | 117.03 | 1,314 | 140.48 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 413,613 | 3.94 | 16,553 | 15.10 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12,987 | 6.38 | 520 | 17.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 639,290 | 8.77 | 25,584 | 20.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 319 | 8.14 | 13 | 20.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,121 | 45 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 102 | 4 | -94.34 | |||||
| 2025-07-31 | 13F | DDD Partners, LLC | 30,166 | 1.83 | 1,207 | 12.80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,895 | 12.42 | 516 | 24.64 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51,144 | 0.49 | 2,047 | 11.26 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15,819 | 633 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9,911 | 396 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 44,439 | 7.00 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 36,929 | 293.78 | 1,478 | 336.98 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 193,918 | 23.05 | 7,761 | 36.26 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 130 | 5 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 13 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,303 | 0.46 | 52 | 13.04 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 55,006 | 105.20 | 2,201 | 127.38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23,873 | 955 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 48,002 | 159.85 | 1,921 | 188.01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29,367 | 10.31 | 1,175 | 22.14 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 32,536 | 0.01 | 1,302 | 10.81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 6,829 | 279 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7,933 | 5.55 | 317 | 16.97 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5,600 | 224 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 924,623 | 19.87 | 37,003 | 32.74 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 45,111 | 1,805 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 90,096 | 112.59 | 3,606 | 135.47 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 12,301 | 492 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 714,150 | 4.36 | 29 | 16.67 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 101,382 | 24.45 | 4,057 | 49.98 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 30,335 | 104.07 | 1,214 | 126.07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99,351 | 15.91 | 3,976 | 28.38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 70,297 | 11.87 | 2,813 | 23.92 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9,534 | 64.29 | 382 | 82.30 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 6,133 | 0.18 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11,060 | 0.67 | 443 | 11.34 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 500 | 0 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 178,180 | 7.25 | 7,131 | 18.77 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 7,593 | 0.53 | 304 | 11.40 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 18,278 | 731 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 15,781 | 11.23 | 632 | 23.24 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13,204 | 528 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,167 | 42.21 | 1,607 | 57.55 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 44,330 | 10.43 | 1,774 | 22.34 | ||||
| 2025-08-04 | 13F | Balentine LLC | 26,011 | 463.50 | 1,041 | 526.51 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,096 | 184.29 | 444 | 214.89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,052,588 | 0.89 | 242,225 | 11.72 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15,993 | 0.07 | 640 | 10.92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,330,407 | 1.43 | 53,243 | 12.32 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29,956 | 126.03 | 1,199 | 150.63 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 664,051 | 5.26 | 26,575 | 16.57 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 5,274 | 211 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,002,416 | 2.66 | 40,117 | 13.68 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32,047 | 9.67 | 1,283 | 21.40 | ||||
| 2025-07-24 | 13F | Eastern Bank | 123 | 5 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 83 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23,117 | 7.75 | 925 | 19.35 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 168,573 | 5.89 | 6,746 | 17.26 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7,715 | 309 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,857 | 354 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 13,666 | 4.83 | 547 | 15.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 132,579 | 10.06 | 5,306 | 21.87 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 185 | 7 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,955,383 | 21.58 | 238,334 | 34.63 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5,188 | 208 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 856,676 | 34,284 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 218,064 | 161.35 | 8,727 | 189.42 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 264,302 | 1.65 | 10,577 | 12.56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 103 | 4 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7,445 | 78.84 | 298 | 98.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,134 | 31.71 | 45 | 45.16 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 46,154 | 13.75 | 1,847 | 25.99 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 188,872 | 9.67 | 7,559 | 21.45 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 401 | 16 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 56,387 | 1.31 | 2,257 | 12.18 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 829 | 33 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,380 | 9.76 | 295 | 21.40 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,129 | 205 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 181 | 0.56 | 7 | 16.67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,621 | 96.25 | 65 | 120.69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56,750 | 44.70 | 2,271 | 60.27 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5,290 | 212 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13,027 | 521 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 187,136 | 10.34 | 7,489 | 22.19 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8,915 | 5.30 | 363 | 17.53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133,887 | 41.95 | 5,358 | 55.98 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 8,673 | 347 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 184,651 | 0.84 | 7,390 | 11.67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23,993 | 0.50 | 960 | 11.37 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 219,651 | 0.03 | 8,790 | 10.78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 68,384 | 111.02 | 2,735 | 131.50 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,020 | 201 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 5,208 | 208 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,388 | 256 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,593 | 224 | ||||||
| 2025-07-07 | 13F | Trust Co | 1,141,979 | 0.18 | 45,702 | 10.93 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 19,411 | 0.19 | 777 | 10.86 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 32,300 | 83.92 | 1,292 | 103.79 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 27,032 | 4.22 | 1,082 | 15.37 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 855,170 | 10.15 | 34,224 | 21.97 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602 | 0.50 | 24 | 14.29 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 195,181 | 125.24 | 7,811 | 149.47 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 23,351 | 0.90 | 934 | 11.72 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 66,834 | 9.86 | 2,675 | 21.66 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 230 | 9 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 127,324 | 20.81 | 5,096 | 33.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,935,287 | 7.06 | 277,550 | 18.56 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,585 | 11.36 | 424 | 23.32 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 28,096 | 13.22 | 1,124 | 25.45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 661 | 26 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,658 | 228 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 7,659 | 306 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 758,098 | 8.69 | 30,339 | 20.36 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 331,986 | 0.85 | 13,286 | 11.68 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7,199 | 288 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 768,864 | 294.82 | 30,770 | 337.25 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 28,615 | 39.50 | 1,145 | 54.52 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 354 | 0.57 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 405,542 | 4.61 | 16,230 | 15.85 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 91,560 | 26.62 | 3,664 | 40.22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,209 | 35.39 | 369 | 50.20 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 973,554 | 9.56 | 38,962 | 21.33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,203,830 | 81.40 | 208,257 | 100.88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76,242 | 75.86 | 3 | 200.00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13,114 | 2.63 | 525 | 13.67 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 11,687 | 56.33 | 468 | 72.96 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 18,507 | 1.34 | 741 | 12.29 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 630,320 | 4.59 | 25,225 | 15.82 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 17,407 | 42.94 | 697 | 58.18 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 245,635 | 0.08 | 9,830 | 10.82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,698,488 | 1,798.71 | 107,993 | 2,002.67 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 253,445 | 0.11 | 10,143 | 10.85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 99,633 | 4 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 433,047 | 4,932.50 | 17,331 | 5,472.35 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 23,323 | 4.55 | 1 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20,461 | 18.59 | 819 | 43.01 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 24,766 | 991 | ||||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 7,985 | 1.67 | 320 | 12.72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 22,599 | 8.65 | 904 | 20.37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,218,104 | 28.12 | 88,769 | 41.87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 634,967 | 38.16 | 25,411 | 53.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31,565 | 11.06 | 1,263 | 22.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,096 | 20.71 | 1,725 | 33.64 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7,203 | 17.14 | 288 | 29.73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 983,420 | 12.63 | 39,356 | 24.72 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 98 | 4 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 31,094 | 1,244 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 17,789 | 169.04 | 712 | 198.74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16,786 | 12.85 | 672 | 25.14 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 89,600 | 35.38 | 3,586 | 49.94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,520 | 261 | ||||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 269,770 | 0.35 | 10,958 | 10.44 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 13,992 | 1.54 | 560 | 12.47 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 107,093 | 7.45 | 4,286 | 18.99 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 5,164 | 207 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,611,073 | 320.39 | 104,495 | 365.54 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20,977 | 26.90 | 839 | 40.54 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27,091 | 155.07 | 1,084 | 183.03 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 88,152 | 7.46 | 3,528 | 18.99 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 541 | 0.56 | 22 | 10.53 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 20,932 | 1.75 | 838 | 12.65 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 138,477 | 2,280.15 | 5,542 | 2,538.57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 16,936 | 43.27 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76,772 | 12.64 | 3,072 | 24.73 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6,354 | 254 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 178,799 | 56.42 | 7,156 | 73.20 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 19,815 | 0.89 | 821 | 15.80 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 728 | 29 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 248,098 | 5.02 | 9,929 | 16.29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 529,291 | 26.20 | 21,182 | 39.75 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 74,249 | 6.47 | 2,971 | 17.90 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 14,836 | 12.32 | 1 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 309,884 | 1.87 | 12,402 | 12.81 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 156,328 | 37.82 | 6,256 | 52.62 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 6,496 | 260 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,267 | 3.75 | 371 | 14.91 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323,583 | 12.03 | 12,950 | 24.06 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,659 | 226 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,398,508 | 27.92 | 55,968 | 41.66 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28,670 | 116.12 | 1,147 | 139.46 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7,524 | 301 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,521 | 21.83 | 350 | 38.89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,710,588 | 28,780.43 | 68,458 | 31,889.25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 62,059 | 2,484 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 13,085 | 524 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10,782 | 0.49 | 431 | 11.37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,085 | 83 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 33,352 | 0.07 | 1,335 | 10.80 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66,228 | 30.03 | 2,650 | 42.78 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37,438 | 18.86 | 1,498 | 31.63 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 47,428 | 1,898 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,216 | 209 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15,525 | 621 | ||||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5,230 | 209 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4,046 | 162 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 66 | 127.59 | 3 | 100.00 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 506,488 | 25.58 | 20,270 | 39.07 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 37,466 | 0.05 | 1,499 | 10.79 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 685,486 | 2.89 | 27,433 | 13.94 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 61,135 | 18.58 | 2,447 | 31.29 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 5,908 | 0.54 | 236 | 11.32 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,591 | 304 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 66,398 | 6.65 | 2,657 | 18.09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 364,328 | 26.14 | 15 | 40.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 29,468 | 60.11 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 814 | 33 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49,687 | 13.31 | 1,988 | 25.51 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 646 | 26 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 23,486 | 940 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7,451 | 298 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 24,799 | 263.94 | 992 | 303.25 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 784,531 | 2.56 | 31,397 | 13.57 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 480,682 | 3.16 | 19,237 | 13.27 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,780 | 394 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,524 | 120.24 | 101 | 143.90 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1,544 | 0 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1,302 | 985.00 | 52 | 1,200.00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 239,208 | 17.65 | 9,573 | 30.28 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 5,216 | 209 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 784,307 | 5.44 | 31,388 | 16.76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,945 | 23.05 | 598 | 36.53 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 63 | 3 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 35,034 | 0.11 | 1,402 | 10.92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 476,609 | 2.80 | 19,074 | 13.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27,544 | 12.24 | 1,102 | 24.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 404,410 | 94.89 | 16,185 | 115.82 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5,617 | 203 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25,000 | 13.12 | 1,000 | 25.31 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 34,900 | 0.15 | 1,261 | 8.99 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24,231 | 14.77 | 970 | 27.17 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 147,988 | 1,254.09 | 5,922 | 1,403.05 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 15,161 | 607 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 74,069 | 15.47 | 2,964 | 27.87 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 29,411 | 12.98 | 1,177 | 25.21 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11,228 | 9.16 | 449 | 21.02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 36,919 | 2.37 | 1,477 | 13.35 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 851,907 | 4.49 | 34,093 | 15.71 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1,046,624 | 1.36 | 41,886 | 12.24 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6,667 | 267 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5,073 | 203 | ||||||
| 2025-08-01 | 13F | Motco | 6,095 | 244 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 42,196 | 15.09 | 1,689 | 27.49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90,651 | 110.37 | 4 | 200.00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 98,454 | 0.96 | 3,940 | 11.80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110,347 | 4.13 | 4,416 | 15.33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 268 | 0.37 | 11 | 11.11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,596 | 24.20 | 64 | 36.96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 12,600 | 50.83 | 504 | 67.44 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 555 | 0 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10,444 | 52.29 | 418 | 83.70 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 50,652 | 9.09 | 2,027 | 20.80 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 225,680 | 5.64 | 9,032 | 16.98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 498,693 | 63.57 | 19,958 | 81.08 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 411 | 60.55 | 16 | 77.78 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,160 | 0.38 | 126 | 11.50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 160,881 | 157.07 | 6,438 | 184.74 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21,494 | 13.74 | 860 | 26.10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 132,587 | 11.95 | 5,306 | 23.97 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 405,639 | 1.72 | 16,234 | 12.64 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 3,162 | 119.28 | 127 | 142.31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 56,686 | 2.21 | 2,269 | 13.17 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6,574 | 0.52 | 263 | 11.44 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 266 | 11 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,216 | 0.09 | 449 | 10.89 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9,995 | 11.41 | 361 | 21.55 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 34,596 | 4.64 | 1,385 | 15.91 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 189,607 | 2.21 | 7,588 | 13.19 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9,144 | 24.44 | 366 | 37.74 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14,717 | 0.53 | 589 | 11.15 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 144,959 | 20.71 | 5,801 | 33.66 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7,833 | 1.28 | 313 | 12.19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90,998 | 106.13 | 3,642 | 128.28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,937 | 5.98 | 158 | 17.16 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 33,162 | 0.37 | 1,327 | 11.14 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 713,141 | 4.04 | 28,540 | 15.21 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7,873 | 285 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 185,984 | 1,902.84 | 7,443 | 2,218.69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3,567 | 0.42 | 143 | 10.94 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 107,550 | 163.28 | 4,304 | 191.60 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 173,625 | 3.15 | 7 | 0.00 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 799,671 | 2.88 | 32,003 | 13.93 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,647 | 0.49 | 66 | 10.17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78,032 | 197.11 | 3,123 | 228.98 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5,714 | 545.65 | 229 | 635.48 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 71,441 | 4.51 | 2,893 | 17.13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179,350 | 34.59 | 7,178 | 49.02 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 17,272 | 9.70 | 691 | 21.44 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 128,459 | 1.06 | 5,141 | 11.91 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,893 | 5.19 | 436 | 16.31 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 843 | 47.64 | 34 | 70.00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 631,963 | 1.10 | 25,291 | 11.95 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 8,353,000 | 788.64 | 333,828 | 856.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,272 | 291 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 110,576 | 3.91 | 4,425 | 15.08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10,735 | 238.64 | 430 | 276.32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,934 | 9.02 | 398 | 20.67 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 200,476 | 0.52 | 8,023 | 11.32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 44,833 | 29.98 | 1,794 | 56.68 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 412,224 | 1.09 | 16,497 | 11.94 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6,364 | 0.44 | 255 | 10.92 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 61,480 | 2.54 | 2,222 | 11.55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,116 | 11.02 | 76 | 20.63 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 158,961 | 6,362 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 11,260 | 10.61 | 451 | 22.62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 86,595 | 7.00 | 3,466 | 18.50 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 684,534 | 2.17 | 27,395 | 13.14 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 94,604 | 40.38 | 3,786 | 55.48 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 955 | 0.10 | 38 | 11.76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80,658 | 8.69 | 3,228 | 20.32 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 71,097 | 5.72 | 2,975 | 18.29 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 5,470 | 219 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 331 | 19.06 | 13 | 30.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 114,233 | 6.46 | 4,572 | 17.90 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 138,377 | 23.37 | 5,538 | 36.61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64,225 | 5.04 | 2,570 | 16.34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33,861 | 4.67 | 1,355 | 16.41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,600 | 224 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,639 | 230 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 12,559 | 1.59 | 509 | 18.37 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 202,538 | 54.06 | 8,106 | 85.64 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86,123 | 3,447 | ||||||
| 2025-08-08 | 13F | Creative Planning | 421,232 | 1.18 | 16,858 | 12.04 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,670 | 1.85 | 1 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 323 | 0.62 | 13 | 9.09 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2,312 | 18.26 | 93 | 31.43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,546 | 6.41 | 422 | 17.88 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 234,137 | 107.53 | 9,370 | 150.13 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 11 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11,461 | 459 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 1,046,849 | 9.19 | 41,895 | 20.91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 62,965 | 2.92 | 2,520 | 6.51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25,691 | 0.10 | 1,028 | 10.90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 163,065 | 4.22 | 6,526 | 25.58 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7,698 | 8.85 | 308 | 20.78 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 5,402 | 58.60 | 216 | 75.61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,921,668 | 4.73 | 685,328 | 17.36 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 9,059 | 8.63 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 19,420 | 11.09 | 777 | 23.14 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 48,503 | 5.70 | 1,941 | 17.07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 52 | 62.50 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 296 | 12 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 1,478,580 | 1.67 | 59,173 | 12.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 44,856 | 25.01 | 1,795 | 38.50 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,737 | 4.28 | 390 | 15.09 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 187,835 | 7,517 |
