Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares 3-7 Year Treasury Bond ETF meliputi School Employees Retirement Board Of Ohio, SSIZX - Sierra Tactical Core Income Fund Class A Shares, AAFMAA Wealth Management & Trust LLC, WCG Wealth Advisors LLC, Foronjy Financial Llc, Portfolio Design Labs, LLC, Criteria Caixa, S.a.u., Barclays Plc, Ridgepath Capital Management LLC, Exchange Traded Concepts, Llc, Quest Partners LLC, Monument Capital Management, Semitam Bonam Llc, Gladwyn Financial Advisors, Inc., Hershey Financial Advisers, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, DSG Capital Advisors, LLC, Modern Wealth Management, LLC, Veridan Wealth LLC, dan SFG Wealth Management, LLC. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 17,412 | 2,074 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 307 | 36 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 36,641 | 22.74 | 4,364 | 23.74 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 257,518 | 10.58 | 30,602 | 10.98 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 120,720 | 69.62 | 14,261 | 73.43 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2,262 | 0.89 | 269 | 1.89 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 118,277 | 4.42 | 14,086 | 5.26 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 96,176 | 1.08 | 11,454 | 1.90 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 4,331 | 20.34 | 516 | 21.18 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 6,181 | 277.12 | 736 | 281.35 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 11,350 | 8.15 | 1,352 | 9.04 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,923 | 7.36 | 942 | 8.28 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 40 | 5 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 48,982 | 1.05 | 5,833 | 1.87 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 9,270 | 1,071 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8,050 | 949 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 233,650 | 1.47 | 27,825 | 2.29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 55,351 | 1.43 | 6,592 | 2.25 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 41,542 | 4,947 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 124,799 | 27.05 | 14,862 | 28.09 | ||||
| 2025-08-12 | 13F | Camden National Bank | 47,411 | 6.52 | 5,646 | 7.38 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 2,068 | 5.03 | 246 | 6.03 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 283 | 34 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 42,836 | 11.39 | 5,101 | 12.28 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2,015 | 240 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4,524 | 33.22 | 539 | 34.16 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,327 | 634 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 191,208 | 1.22 | 22,771 | 2.04 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4,729 | 28.30 | 563 | 29.43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 52,483 | 22.32 | 6,209 | 22.51 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2,014 | 239 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 147,148 | 38.75 | 17,524 | 39.87 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12,358 | 0.13 | 1,472 | 0.89 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 3,905 | 1.14 | 465 | 1.97 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5,986 | 7.93 | 713 | 8.70 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 49,154 | 116.39 | 5,854 | 118.15 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4,397 | 15.89 | 524 | 16.74 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,233 | 56.92 | 266 | 57.74 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 293,400 | 34,941 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,246 | 267 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 73,321 | 70.32 | 8,710 | 69.87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28,530 | 24.12 | 3,398 | 25.12 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,702 | 13.20 | 917 | 14.20 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 8,100 | 965 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95,405 | 1,793.71 | 11,362 | 1,809.41 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8,520 | 3.64 | 1,015 | 4.43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 227,352 | 312.20 | 27,075 | 315.58 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 537 | 45.14 | 64 | 46.51 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 183,927 | 11,921.37 | 22 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 126,781 | 24.97 | 15,098 | 25.98 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21,073 | 691.03 | 2,510 | 699.04 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 382,772 | 0.27 | 45,584 | 1.08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,991 | 15.80 | 356 | 16.72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 645,780 | 18.44 | 76,906 | 19.40 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 46,066 | 30.73 | 5,486 | 31.81 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12,325 | 6.44 | 1,468 | 7.32 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 61,237 | 4.17 | 7,293 | 5.01 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,366 | 4.13 | 520 | 4.85 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1,714 | 0.12 | 204 | 0.99 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 10,314 | 1.98 | 1,228 | 2.85 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 31,285 | 3,726 | ||||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 3,802 | 453 | ||||||
| 2025-07-17 | 13F | School Employees Retirement Board Of Ohio | 420,470 | 50,074 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 38,680 | 156.21 | 4,606 | 158.33 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 38,464 | 4,581 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23,892 | 119.09 | 2,845 | 125.79 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 211 | 102.88 | 25 | 108.33 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 336,881 | 1.31 | 40,119 | 2.13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 77,600 | 150.32 | 9,241 | 152.35 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,262 | 0.32 | 0 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 10,009 | 1,192 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 49,408 | 342.05 | 5,884 | 345.68 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 19,046 | 13.01 | 2,268 | 13.91 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 30,531 | 5.43 | 3,636 | 6.29 | ||||
| 2025-07-08 | 13F | Mirabaud & Cie SA | 142,971 | 8.37 | 17,026 | 9.25 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 3,123 | 372 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 106,402 | 5.86 | 12,576 | 6.22 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3,747 | 79.03 | 446 | 80.57 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 69,545 | 1.85 | 8,282 | 2.68 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,605 | 54.20 | 667 | 55.48 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 17,746 | 2,113 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 1,892 | 225 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177,791 | 8.02 | 21,003 | 10.44 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1,971 | 5.18 | 235 | 5.88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 499 | 51.67 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 30,772 | 202.07 | 3,665 | 204.57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 59,191 | 20.03 | 7,049 | 21.01 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 22,566 | 112.67 | 2,687 | 114.45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 54 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 948 | 1,534.48 | 113 | 1,766.67 | ||||
| 2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 421,400 | 85.88 | 49,805 | 86.52 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 39,281 | 6.92 | 4,678 | 7.79 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 190,365 | 522.92 | 22,671 | 527.98 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 4,690 | 41.69 | 559 | 42.71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 51,390 | 2.98 | 6,120 | 3.83 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 10,790 | 78.70 | 1 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11,268 | 0.04 | 1,329 | 0.30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 610,000 | 144.00 | 72,645 | 145.98 | |||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5,575 | 6.35 | 664 | 7.11 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 52,190 | 30.04 | 6,215 | 31.09 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 580,450 | 1.00 | 69,126 | 1.82 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 375 | 0.81 | 45 | 2.33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,923 | 3.24 | 9,994 | 4.07 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2,293 | 273 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 1,962 | 1.87 | 231 | 2.21 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2,260 | 19.89 | 269 | 21.17 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5,025 | 2.38 | 598 | 3.28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,705 | 37.54 | 1,275 | 38.78 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3,238 | 386 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 82,907 | 9,873 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 63,861 | 6.46 | 7,605 | 7.32 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3,045 | 4.78 | 363 | 5.54 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 3,501 | 0.26 | 417 | 0.97 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,480 | 488.18 | 2,915 | 493.69 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 31,922 | 8.14 | 3,802 | 9.00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 574,743 | 2.65 | 68,446 | 3.48 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 8,195 | 49.74 | 976 | 50.93 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 5,119 | 176.55 | 610 | 178.54 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 14,984 | 11.19 | 1,784 | 12.06 | ||||
| 2025-08-08 | 13F | King Wealth | 2,182 | 4.95 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 785,125 | 11.06 | 92,888 | 11.37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,466 | 13.03 | 532 | 13.95 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,476 | 25.69 | 295 | 26.72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 48,392 | 5.14 | 5,763 | 5.98 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 155,725 | 153.43 | 18,545 | 155.48 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 26,368 | 4.09 | 3,140 | 4.95 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 133 | 26.67 | 16 | 25.00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 24,241 | 62.67 | 2,887 | 63.98 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 157,267 | 53.79 | 18,729 | 55.03 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 7,906 | 0.11 | 942 | 0.97 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 942,234 | 141.42 | 112,211 | 148.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,104,668 | 1.35 | 250,645 | 2.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 100,000 | 100.00 | 11,909 | 101.64 | |||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 30,346 | 3,614 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,750 | 4,483.33 | 327 | 4,571.43 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 17,143 | 93.14 | 2,042 | 94.75 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 173,863 | 5.04 | 20,705 | 5.90 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7,843 | 15.44 | 934 | 16.46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,034 | 51.61 | 123 | 53.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499,867 | 95.31 | 59,422 | 96.47 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 249,390 | 428.22 | 29,700 | 432.53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,546,361 | 10.90 | 303,246 | 11.79 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 638,391 | 19.29 | 76,026 | 20.25 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 60,153 | 2.36 | 7,164 | 3.18 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1,783 | 212 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 24,624 | 2,933 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,185 | 498 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 245 | 231.08 | 29 | 262.50 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 38,219 | 6.07 | 4,552 | 6.93 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 17,523 | 2,087 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 12,296 | 1.96 | 1,464 | 2.81 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 13,030 | 5.24 | 1,552 | 6.09 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78,329 | 21.42 | 9,328 | 22.40 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 37,288 | 6.24 | 4,441 | 9.49 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 460,446 | 1.68 | 54,835 | 2.50 | ||||
| 2025-07-25 | 13F | Summa Corp. | 7,793 | 22.34 | 928 | 23.40 | ||||
| 2025-08-26 | NP | BBALX - Northern Global Tactical Asset Allocation Fund | 52,095 | 94.28 | 6,204 | 95.86 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3,247 | 387 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 128 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,191,498 | 28.49 | 260,985 | 29.53 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34,883 | 1,603.27 | 4,154 | 1,623.65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 26,624 | 3,171 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25,336 | 17.69 | 3,017 | 18.64 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,850 | 13.57 | 692 | 13.28 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9,702 | 29.45 | 1,155 | 30.51 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 40,207 | 36.97 | 4,789 | 38.10 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12,869 | 21.45 | 1,533 | 22.46 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 44,051 | 152.77 | 5,246 | 154.86 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3,296 | 393 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 96,157 | 0.30 | 11,451 | 1.11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1,725 | 205 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 7,602 | 7.13 | 904 | 7.88 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,417 | 58.86 | 645 | 60.45 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 634 | 0.96 | 75 | 1.35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 749,983 | 1.46 | 89,316 | 2.28 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 28,235 | 7.77 | 3,363 | 8.63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19,393 | 7.62 | 2,310 | 8.51 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 100,442 | 224.12 | 11,962 | 226.80 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 103 | 0.98 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 421,100 | 657.07 | 50,149 | 663.29 | ||||
| 2025-07-25 | 13F | Criteria Caixa, S.a.u. | 82,000 | 11,452 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 19,962 | 2,377 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 78,405 | 13.61 | 9,337 | 14.54 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 85 | 10 | ||||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 72,905 | 5.72 | 8,682 | 6.58 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 2 | 0.00 | ||||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 3,585 | 427 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 127,537 | 5.17 | 15,188 | 6.02 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 2,625 | 313 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 200 | 24 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2,836 | 34.73 | 338 | 35.89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | 54.08 | 43 | 55.56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,065 | 1.52 | 365 | 2.25 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 597 | 58.36 | 71 | 61.36 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 2,450,141 | 14.37 | 291,787 | 2.01 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34,844 | 29.59 | 4,150 | 30.64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 75,945 | 68.42 | 9,044 | 69.81 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 60,000 | 7.46 | 7,091 | 8.44 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 16,988 | 2,023 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14,862 | 43.15 | 1,770 | 44.49 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 934 | 111 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 564 | 1.81 | 67 | 3.08 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 41,178 | 3.18 | 4,904 | 4.01 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 24,963 | 37.73 | 2,973 | 38.81 | ||||
| 2025-07-16 | 13F | American National Bank | 141 | 17 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 121,160 | 18.10 | 14,334 | 18.19 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8,380 | 9.96 | 996 | 10.68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 291,717 | 1.67 | 34,741 | 2.49 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 139,058 | 55.39 | 16,560 | 56.65 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 8,978 | 1,061 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 138,361 | 16 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 29,126 | 0.04 | 3,469 | 0.84 | ||||
| 2025-08-12 | 13F | Prudential Plc | 78,081 | 95.30 | 9,299 | 96.87 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 113,437 | 4.36 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5,263 | 623 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 12,441 | 1,482 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 64,054 | 7,628 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 31,142 | 57.85 | 3,709 | 59.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 210,867 | 0.31 | 25,112 | 1.12 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 15,404 | 1,834 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 5,200 | 73.33 | 619 | 74.86 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 87,000 | 335.00 | 10,361 | 338.61 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 214,645 | 26.61 | 26 | 25.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4,836 | 6.97 | 576 | 7.68 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2,107 | 13.10 | 251 | 13.64 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,650,688 | 4.05 | 434,760 | 4.89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 480,148 | 1.61 | 57,180 | 2.43 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 7,832 | 6.44 | 933 | 7.25 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4,829 | 4.32 | 575 | 5.31 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 77,473 | 4,289.41 | 9,226 | 4,335.58 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 3,835 | 61.00 | 457 | 62.28 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 5,582 | 665 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 100,356 | 164.09 | 12 | 175.00 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1,959 | 4.42 | 233 | 6.39 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 26,869 | 8.22 | 3,200 | 9.07 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,119 | 42.94 | 371 | 44.36 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,693 | 7.46 | 1,512 | 8.32 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | Put | 75,000 | 9 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 103,331 | 16.56 | 12,319 | 17.77 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 345 | 2.99 | 41 | 5.13 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 52,988 | 3.90 | 6,310 | 4.75 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 92,361 | 117.47 | 10,999 | 119.50 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51,860 | 13.57 | 6,176 | 14.50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 205,980 | 48.65 | 24,530 | 49.86 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 11,238 | 0.17 | 1,328 | 2.39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 54,637 | 44.18 | 6,507 | 45.48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 127,054 | 15,131 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,193 | 23.62 | 259 | 23.92 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12,868 | 5.66 | 1,532 | 6.54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,015 | 240 | ||||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 45,123 | 4.28 | 5,374 | 5.11 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 200,300 | 29.90 | 23,854 | 30.95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 34,469 | 40.30 | 4,105 | 41.42 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,590 | 0.97 | 308 | 1.65 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 318,770 | 5.69 | 37,962 | 6.55 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 14,033 | 14.41 | 1,671 | 15.32 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,250 | 0.73 | 149 | 1.37 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 4,660 | 555 | ||||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 211,969 | 0.62 | 25,243 | 1.44 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 17,026 | 1.16 | 2,028 | 1.96 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,131 | 254 | ||||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 49,252 | 61.03 | 5,865 | 62.33 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 59,139 | 4.61 | 6,986 | 6.95 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 8,255 | 5.36 | 1 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 28,196 | 31.16 | 3,358 | 32.22 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 482,864 | 99.48 | 57,504 | 101.09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,741,689 | 11.83 | 327,059 | 12.93 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 79,814 | 400.21 | 9,505 | 404.51 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 24 | 3 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 216 | 111.76 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 19 | 2 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 122,731 | 0.35 | 14,466 | 0.12 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 4,526 | 534 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 24,252 | 90.62 | 2,888 | 92.28 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 13,635 | 3.79 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 15,062 | 0.88 | 1,794 | 1.70 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2,923 | 348 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 77,578 | 2.01 | 9,239 | 2.84 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 355 | 0.28 | 42 | 2.44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 88,533 | 18.67 | 10,543 | 19.63 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 10,618 | 26.72 | 1,264 | 27.81 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 48,336 | 4.99 | 5,756 | 5.85 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 51 | 6 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10,770 | 512.98 | 1,283 | 519.32 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,113 | 371 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 23,968 | 2,854 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3,114 | 7,685.00 | 371 | 9,150.00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 46 | 84.00 | 5 | 150.00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 3,779 | 4.71 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 13 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11,070 | 55.85 | 1,318 | 57.09 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1,613 | 8.33 | 192 | 9.71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,640 | 32.89 | 1,743 | 33.97 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,973 | 23.02 | 830 | 24.07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61,090 | 10.64 | 7,275 | 11.55 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 584,631 | 0.63 | 69,624 | 1.44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 53,051 | 42.39 | 6,305 | 43.46 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 60,007 | 5.93 | 7,164 | 7.65 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 29,610 | 9.52 | 3,526 | 10.43 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 582,634 | 22.96 | 69,386 | 23.95 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2,423 | 289 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 49 | 6 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 8,601 | 65.05 | 1,022 | 66.45 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,759 | 0.17 | 209 | 0.97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 946 | 113 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152,419 | 29.30 | 18,152 | 30.35 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 13,214 | 1,574 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 114,888 | 13,682 | ||||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 33,395 | 3.25 | 3,977 | 4.11 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 81,579 | 1.77 | 9,715 | 2.60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 30,500 | 3,632 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,436 | 528 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 53,443 | 1.39 | 6,365 | 2.22 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3,244 | 52.95 | 386 | 54.40 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 97,046 | 3.34 | 11,557 | 4.18 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 212 | 0 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 6,085 | 12.60 | 725 | 13.48 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 35,665 | 1.29 | 4,247 | 2.12 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 158,584 | 30.37 | 18,886 | 31.42 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1,574 | 4.24 | 187 | 5.06 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 20,763 | 2.79 | 2,473 | 3.60 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,440 | 291 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 4,684 | 558 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,748 | 0.61 | 1,756 | 1.44 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1,714 | 204 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 18,867 | 2,247 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 196,200 | 1.56 | 23,365 | 4.52 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 702 | 47.17 | 84 | 48.21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,552 | 7.21 | 423 | 8.18 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3,099 | 369 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 68,475 | 3.07 | 8,155 | 3.90 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 3,439 | 410 | ||||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 134,092 | 15,969 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2,205 | 1.38 | 263 | 2.34 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7,333 | 0.65 | 873 | 1.51 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 34,554 | 4,115 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,930 | 4.19 | 944 | 5.01 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 91,172 | 56.95 | 10,858 | 58.22 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 916,514 | 4.70 | 108,272 | 7.05 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 34,720 | 3.38 | 4,135 | 4.21 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 137,683 | 0.60 | 16 | 0.00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 2,999 | 357 | ||||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 15,610 | 1,859 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 471 | 8.28 | 56 | 9.80 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 36 | 4 | ||||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 29,050 | 3,460 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12,146 | 17.83 | 1,447 | 18.52 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 30,142 | 132.61 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 594,833 | 399.38 | 70,839 | 403.43 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 31,660 | 5.67 | 3,760 | 6.52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35,514 | 310.80 | 4,229 | 314.20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 15,458 | 184.52 | 1,841 | 187.05 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 26,879 | 62.64 | 3,201 | 63.93 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 42,554 | 2.87 | 5,068 | 3.70 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2,285 | 3.68 | 272 | 4.62 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 17,977 | 2.97 | 2,141 | 3.78 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 7,610 | 0.18 | 906 | 1.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,170,065 | 41.42 | 258,434 | 42.56 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 1,715 | 203 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,894 | 26.82 | 2,012 | 27.76 | ||||
| 2025-07-09 | 13F | Emprise Bank | 8,490 | 1,011 | ||||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 63,520 | 756.99 | 7,507 | 764.86 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 116,588 | 63.36 | 13,884 | 64.68 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 53,020 | 5.09 | 6,319 | 5.95 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 238,207 | 4.82 | 28,368 | 5.67 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 10,004 | 35.41 | 1,191 | 36.58 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7,316 | 4.17 | 871 | 5.07 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4,289 | 507 | ||||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 73,337 | 8,664 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 15,275 | 1,819 | ||||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 188,066 | 14.76 | 22,397 | 15.68 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 127 | 15 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 833,249 | 49.87 | 99,232 | 51.08 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 6,240 | 87.44 | 743 | 89.06 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10,050 | 1.31 | 1,197 | 2.13 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 425 | 51 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | |||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1,773 | 211 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3,073 | 366 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,928 | 349 | ||||||
| 2025-07-31 | 13F | Quest Partners LLC | 49,217 | 5,861 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 2,340 | 15.73 | 276 | 15.97 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 34,797 | 99.54 | 4,144 | 101.17 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 240,418 | 1.52 | 28,631 | 2.34 |
