Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core High Dividend ETF meliputi Glenmede Investment Management, LP, LOM Asset Management Ltd, Concord Asset Management, LLC/VA, Regatta Capital Group, Llc, Kingstone Capital Partners Texas, LLC, Tableaux Llc, Cornerstone Planning, LLC, Midwest Trust Co, Dunhill Financial, LLC, Noble Family Wealth, LLC, Diversify Advisory Services, LLC, Midwestern Financial, LLC /IA, Diversify Wealth Management, Llc, Cary Street Partners Financial Llc, Carnegie Capital Asset Management, LLC, Pure Financial Advisors, Inc., Dorsey & Whitney Trust CO LLC, Armis Advisers, LLC, Shared Vision Wealth Group LLC, dan Atlantic Union Bankshares Corp .
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 | Bear Mountain Capital, Inc. | 152 | 0.66 | 18 | 5.88 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 167,532 | 3.88 | 19,630 | 0.49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 36,310 | 4.73 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 9,388 | 0.02 | 1,100 | -3.26 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9,215 | 36.22 | 1,080 | 31.75 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2,522 | 14.22 | 296 | 10.49 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48,689 | 11.80 | 5,705 | 8.15 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 61 | 7.02 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 9,502 | 20.07 | 1,113 | 16.18 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 8,639 | 4.53 | 1,012 | 1.20 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 5,043 | 0.04 | 591 | -3.28 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 264 | 0.76 | 31 | -3.23 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 501 | 50,000.00 | 59 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13,062 | 1.01 | 1,531 | -2.30 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 602 | 0.84 | 70 | -2.78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287,213 | 2.68 | 33,653 | -0.67 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,412 | 1.22 | 166 | -2.37 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,304 | 5.16 | 153 | 1.33 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 28,756 | 2.27 | 3,369 | -1.06 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6,541 | 176.58 | 373 | 30.42 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 25,803 | 12.62 | 3,023 | 8.94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,620 | 26.02 | 307 | 22.31 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 83,849 | 0.54 | 9,825 | -2.74 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2,037 | 0.39 | 239 | -2.86 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25,695 | 87.65 | 3,011 | 81.54 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,904 | 6.91 | 223 | 3.72 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 158,884 | 3.60 | 18,616 | 0.22 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 6,600 | 106.25 | 770 | 101.57 | |||
| 2025-08-14 | 13F | Helium Advisors LLC | 5,318 | 0.45 | 623 | -2.81 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 53,158 | 2.97 | 6,229 | -0.38 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 703 | 0.72 | 82 | -2.38 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 400 | 47 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,993 | 234 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 18,207 | 0.42 | 2,133 | -2.82 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 147,755 | 4.25 | 17,700 | 15.19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,190 | 12.40 | 2,483 | 8.72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 50,875 | 11.48 | 5,961 | 7.85 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 36,119 | 1.23 | 4,232 | -2.06 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 19,137 | 17.80 | 2,242 | 13.98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19,037 | 0.78 | 2,231 | -2.49 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 11,754 | 0.13 | 1,377 | -3.10 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 216 | 101.87 | 25 | 108.33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5,104 | 0.18 | 598 | -3.24 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 16,063 | 1,882 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,760 | 110.32 | 1,495 | 103.68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 653,620 | 37.53 | 76,274 | 34.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156,934 | 0.34 | 18 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,377 | 4.78 | 1,216 | 1.33 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,426 | 172.66 | 636 | 163.49 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2,609 | 40.65 | 306 | 36.16 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 72,805 | 18.63 | 8,531 | 14.76 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 143,051 | 37.97 | 16,761 | 33.48 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,667 | 1.26 | 547 | -2.15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,271 | 9.88 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4,060 | 0.45 | 476 | -2.86 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18,149 | 0.07 | 2,127 | -3.19 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3,579 | 30.86 | 419 | 26.59 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 16,322 | 24.65 | 1,912 | 20.63 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 25,184 | 0.62 | 2,951 | -2.67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5,748 | 674 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 92,380 | 2.75 | 10,824 | -0.60 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 22 | 3 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,390 | 408 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17,177 | 0.21 | 1,998 | 2.78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 11,700 | 74.63 | 1,371 | 68.93 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 73,678 | 541.29 | 8,633 | 520.56 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,654 | 44.83 | 194 | 39.86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2,900 | 0.80 | 340 | -2.59 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 5,390 | 77.54 | 632 | 71.93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44,400 | 481.61 | 5,202 | 462.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 327,360 | 7.84 | 38 | 5.56 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 19,289 | 1.17 | 2,336 | 6.91 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,164 | 0.93 | 371 | -2.37 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2,060 | 0.29 | 241 | -2.82 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2,011 | 0.55 | 239 | -1.65 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,869 | 7.37 | 688 | 3.78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 146 | 356.25 | 17 | 466.67 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -178 | -11.88 | -21 | -16.67 | |||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7,698 | 2.50 | 902 | -0.77 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 45,704 | 1.14 | 5,355 | -2.16 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 195,333 | 14.35 | 23 | 10.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 14 | 2 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 21,707 | 5.08 | 2,543 | 1.64 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 45,119 | 5,287 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,418 | 2.91 | 518 | -0.39 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 90,076 | 1.98 | 10,554 | -1.34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,382 | 3.86 | 631 | 0.48 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1,720 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 454,551 | 3.79 | 53,255 | 0.43 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,740 | 0.77 | 321 | -2.43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 141,620 | 18.36 | 16,751 | 15.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 359,978 | 2.79 | 42,179 | -0.57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,855 | 1.12 | 686 | -2.14 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 1,864 | 0.76 | 0 | |||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 3,355 | 6.34 | 393 | 2.88 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 18,495 | 0.92 | 2,167 | -2.34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12,150 | 2.76 | 1,424 | -0.63 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,254 | 12.95 | 381 | 9.48 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 160,896 | 0.22 | 18,852 | -3.05 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 5,524 | 647 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3,819 | 0.05 | 447 | -3.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 637,677 | 1.48 | 74,610 | -1.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6,090 | 1.86 | 714 | -1.52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,693 | 10.86 | 3,010 | 7.23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 695 | 4,533.33 | 81 | 8,000.00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,084 | 0.62 | 361 | -2.70 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 71,852 | 1.67 | 8,419 | -1.65 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 26,720 | 1.57 | 3,131 | -1.76 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 223 | 26 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 75,852 | 20.62 | 8,888 | 16.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 715,000 | 735.28 | 83,777 | 708.10 | |||
| 2025-08-13 | 13F | M&t Bank Corp | 742,387 | 1.78 | 86,986 | -1.54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,798 | 1,148 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 98,876 | 6.34 | 11,585 | 2.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,763,314 | 11.35 | 323,778 | 7.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,924 | 1,043.30 | 4,678 | 1,008.29 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,233 | 0.02 | 730 | -3.18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33,467 | 24.53 | 3,921 | 20.46 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,118 | 8.13 | 717 | 4.53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129,401 | 0.06 | 15,162 | -3.21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | -42.22 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 17 | 2 | ||||||
| 2025-08-06 | 13F | Raelipskie Partnership | 15,565 | 4.15 | 1,824 | 0.72 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115,531 | 6.24 | 14 | 0.00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 38,428 | 3.64 | 4,503 | 0.27 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2,622 | 0.23 | 307 | -2.85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,233 | 0.13 | 262 | -3.33 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,912 | 0.19 | 1,161 | -3.09 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 500 | 59 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 8,141 | 331 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,137 | 14.41 | 602 | 10.68 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15,151 | 3.60 | 1,775 | 0.23 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9,777 | 2.79 | 1,146 | -0.61 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,291 | 276 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,455 | 0.86 | 991 | -2.46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,615 | 14.22 | 1,128 | 10.49 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 13,199 | 20.43 | 1,547 | 16.50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 51,241 | 12.39 | 6,004 | 8.71 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6,966 | 0.75 | 816 | -2.51 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 566 | 66 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 778,605 | 3.39 | 91 | 0.00 | ||||
| 2025-07-16 | 13F | Novem Group | 2,097 | 5.32 | 246 | 1.66 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 893 | 189.00 | 87 | 411.76 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 236,618 | 39.51 | 27,724 | 34.96 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12,251 | 0.39 | 1,451 | -1.16 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17,700 | 1.74 | 2,074 | -1.61 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 34,000 | 34 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 172,257 | 3.72 | 20,183 | 0.33 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15,620 | 1.73 | 1,830 | -1.56 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 37,642 | 1.88 | 4,411 | -1.45 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 67,473 | 2.35 | 8 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,401 | 11.63 | 1,336 | 8.01 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2,294 | 0.17 | 269 | -3.25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,297 | 621 | ||||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 49,239 | 3.82 | 5,769 | 0.44 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2,034 | 238 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,108 | 67.42 | 2,473 | 62.80 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6,954 | 18.37 | 815 | 14.49 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2,342 | 6.41 | 274 | 3.01 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2,251 | 264 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13,402 | 0.03 | 1,570 | -3.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -106 | -31.61 | -12 | -33.33 | |||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 26,659 | 1.26 | 3,124 | -2.04 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,160 | 487 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,851 | 0.82 | 217 | -2.70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13,409 | 41.61 | 1,571 | 37.09 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 11,196 | 11,324.49 | 1,312 | 11,818.18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39,165 | 27.61 | 4,589 | 25.46 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 22,941 | 0.79 | 2,688 | 4.80 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2,395 | 2.26 | 281 | -1.06 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 2,539 | 302 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,314 | 22.89 | 271 | 18.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,382 | 2.23 | 2,154 | -1.10 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 354 | 0.57 | 42 | -2.38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76,453 | 3.04 | 8,958 | -0.31 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 17,099 | 2 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,320 | 7.04 | 1,209 | 3.60 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2,104 | 0.38 | 247 | -2.77 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6,599 | 0.23 | 773 | -3.01 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 47,772 | 251.45 | 5,597 | 240.04 | ||||
| 2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | 4,501 | 31.49 | 516 | 27.79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 750 | 88 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,643 | 94.89 | 1,247 | 88.65 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1,882 | 224 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,569 | 1.30 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138,386 | 10.15 | 16,215 | 6.56 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,304 | 621 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,414 | 16.28 | 283 | 12.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2,381 | 22.67 | 279 | 18.30 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4,654 | 4.80 | 545 | 1.49 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 27,418 | 11,617.09 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,183,612 | 3.25 | 138,683 | -0.12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36,190 | 2.07 | 4,240 | -1.26 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21,918 | 4.48 | 2,568 | 1.06 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 5,836 | 42.48 | 684 | 37.70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6,174 | 693 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 36,302 | 4.51 | 4,254 | 1.09 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3,803 | 0.03 | 446 | -3.26 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,381 | 0.36 | 396 | -2.94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,808 | 12.23 | 212 | 8.21 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 29,795 | 3.49 | 3,491 | 0.11 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 7,207 | 3.19 | 844 | -0.12 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,908 | -2.50 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,829 | 0.14 | 1,034 | -3.09 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,996 | 356.91 | 937 | 343.60 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 53,952 | 6.20 | 6,322 | 2.75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,365 | 276.59 | 277 | 264.47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 173,111 | 20.19 | 20,283 | 16.27 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 16,337 | 0.77 | 1,914 | -2.50 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2,962 | 347 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 3,286 | 1.08 | 398 | 9.34 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 14,663 | 3.20 | 1,718 | -0.12 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1,732 | 207 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 16,063 | 13.62 | 1,882 | 9.93 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,590 | 20.19 | 421 | 16.34 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20,967 | 3.52 | 2,457 | 0.12 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,770 | 5.99 | 207 | 2.48 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 11 | 1 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,309 | 0.18 | 388 | -3.25 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20,340 | 0.38 | 2,425 | -1.22 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3,158 | 0.22 | 370 | -2.89 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29,884 | 0.26 | 3,502 | -3.02 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 2,487 | 4.85 | 291 | 1.39 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 28,646 | 9.54 | 3,356 | 5.97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,153 | 217.66 | 721 | 244.50 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 9,151 | 10.49 | 1,072 | 6.88 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4,989 | 585 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 19,437 | 0.92 | 2,277 | -2.36 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 200 | 23 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 41,828 | 45.95 | 4,901 | 52.32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4,089 | 8.23 | 479 | 4.81 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,962 | 230 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 13,114 | 99.30 | 1,537 | 92.96 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 168 | 1,580.00 | 20 | 1,800.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,951 | 1.91 | 1,986 | -1.39 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,148 | 11.09 | 486 | 7.30 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 3,049 | 1.23 | 357 | -1.92 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,496 | 1.70 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9,195 | 1,301.68 | 1,073 | 1,274.36 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,313 | 0.36 | 388 | -2.76 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8,590 | 1.18 | 1,006 | -2.14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182,691 | 141.10 | 21 | 133.33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2,992 | 0.34 | 351 | -3.05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 435 | 51 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 16,965 | 47.07 | 2,027 | 50.07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 967 | 28.93 | 117 | 39.29 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4,500 | 52.54 | 527 | 47.62 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 14,822 | 0.62 | 1,737 | -2.69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 973 | 0.31 | 114 | -3.42 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,360 | 0.27 | 1,214 | -3.04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,993 | 1,550.00 | 468 | 1,510.34 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,057 | 710 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 32,857 | 38.97 | 3,850 | 34.44 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 104,075 | 781.84 | 12,194 | 753.32 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 938 | 2,580.00 | 110 | 2,625.00 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 20,039 | 5.11 | 2,348 | 1.65 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 9,892 | 165.63 | 1,159 | 156.98 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 3,541 | 14.74 | 415 | 10.99 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 12,816 | 2.09 | 1,502 | -1.25 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,000 | 56.25 | 119 | 84.38 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 2,805 | 10.22 | 329 | 6.49 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2,727 | 7.07 | 320 | 3.57 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,176 | 11.59 | 255 | 7.63 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 43,671 | 3.33 | 5,117 | -0.06 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8,950 | 0.79 | 1,049 | -2.51 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 85,731 | 10,045 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11,277 | 4.47 | 1,321 | 1.07 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4,504 | 0.67 | 528 | -2.59 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12,054 | 1 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 13,166 | 1,543 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 82,078 | 3.02 | 9,941 | 11.15 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 32,641 | 1.73 | 3,825 | -1.60 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 478 | 0.84 | 56 | -3.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,203,661 | 3.78 | 141,033 | 0.40 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 663 | 0.30 | 78 | -3.75 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13,616 | 0.78 | 1,595 | -2.51 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 8,938 | 4.73 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14,404 | 4.99 | 1,688 | 1.57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 200,311 | 1.91 | 23,470 | -1.42 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 2,408 | 282 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,282,111 | 0.41 | 150,225 | -2.87 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 3,014 | 2.07 | 353 | -1.12 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2,921 | 0.21 | 342 | -3.12 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 1,775 | 208 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 164 | 0 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 55,117 | 0.11 | 6,458 | -3.15 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2,986 | 12.09 | 350 | 8.39 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,884 | 58.78 | 572 | 53.76 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 3,969 | 4.06 | 465 | 0.65 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5,969 | 2.03 | 699 | -1.27 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,146 | 5.20 | 251 | 1.62 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3,400 | 0.47 | 398 | -2.69 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4,077 | 0.10 | 478 | -3.25 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 313 | 19.01 | 37 | 16.13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 770,855 | 2.86 | 90,321 | -0.49 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 404 | 0.75 | 47 | -2.08 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 102,663 | 2.02 | 12,029 | -1.30 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 186,193 | 19.88 | 21,816 | 15.97 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 1,780 | 0.56 | 209 | -2.80 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24,006 | 2.09 | 2,812 | -1.26 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1,791 | 210 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11,738 | 1.70 | 1,375 | -1.57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,501,871 | 3.57 | 527,484 | 0.19 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,372 | 27.58 | 395 | 23.44 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2,701 | 0.04 | 316 | -3.36 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21,613 | 18.62 | 3 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,624 | 4.89 | 425 | 1.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30,413 | 10.76 | 3,563 | 7.16 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,405 | 9.85 | 1,967 | 15.65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 636,410 | 2.34 | 74,568 | -0.99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16,313 | 0.67 | 1,911 | -2.60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2,662 | 7.47 | 312 | 3.67 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 11,905 | 2.95 | 1,395 | -0.43 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,169 | 43.70 | 606 | 39.08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11,279 | 2.70 | 1,322 | -0.68 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,537 | 56.04 | 180 | 51.26 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 30,806 | 2.31 | 3,610 | -1.04 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2,363 | 24.17 | 277 | 20.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7,172 | 0.06 | 840 | -3.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,299,766 | 2.09 | 386,634 | -1.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 837,859 | 5.86 | 98 | 3.16 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,083 | 1.66 | 947 | -1.66 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,854 | 5.86 | 334 | 2.45 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,141 | 282,720.00 | 1,657 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 28,117 | 1.55 | 3,294 | -1.76 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 2,077 | 6.90 | 243 | 3.40 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 458,651 | 0.15 | 53,740 | -3.12 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 17,199 | 2.93 | 2,015 | -0.40 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 7,255 | 14.16 | 850 | 10.53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,278 | 267 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 9,479 | 16.34 | 1,111 | 12.58 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 4,903 | 2.59 | 574 | -0.69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,762 | 0.46 | 206 | -2.83 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 69,840 | 0.55 | 8,183 | -2.72 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3,831 | 0.18 | 459 | 6.50 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 92,095 | 4,681.67 | 10,710 | 5,596.28 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 4,388 | 3.61 | 514 | 0.39 |
