Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares S&P Mid-Cap 400 Value ETF meliputi Oribel Capital Management, LP, Midwest Trust Co, Sageworth Trust Co, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Glenmede Investment Management, LP, CAPROCK Group, Inc., Accurate Wealth Management, LLC, Evoke Wealth, Llc, Nicholas Hoffman & Company, LLC., Ally Invest Advisors Inc., Purkiss Capital Advisors LLC, Compass Investment Advisers LLC, Empowered Funds, LLC, Cornerstone Planning, LLC, Lewis Asset Management, LLC, VeraBank, N.A., Exencial Wealth Advisors, Llc, Wealth Advisory Team LLC, dan Richmond Investment Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 37,530 | 22.24 | 4,493 | 17.13 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,958 | 7.39 | 860 | 10.84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 175,238 | 4.61 | 21,656 | 7.97 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,964 | 0.64 | 984 | 3.91 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15,760 | 98.79 | 2 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,592 | 0.43 | 320 | 3.90 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2,050 | 3.80 | 253 | 7.20 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 134 | 17 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,324 | 16.75 | 164 | 20.74 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,471 | 5.02 | 429 | 8.35 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 623 | 36.03 | 77 | 40.74 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 831,931 | 12.15 | 102,810 | 15.76 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 43,796 | 0.70 | 5,412 | 3.94 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1,975 | 0.05 | 244 | 3.39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 954,981 | 3.51 | 118,017 | 6.84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 720,171 | 0.94 | 88,999 | 4.19 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 146,424 | 4.75 | 18,095 | 8.11 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 217 | 27 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,406 | 43.04 | 297 | 47.76 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 13,115 | 32.58 | 1,621 | 36.82 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 42,965 | 443.79 | 5,310 | 461.80 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,408 | 0.42 | 298 | 3.48 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 32 | 4 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,893 | 0.32 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11,858 | 1,523 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3,701 | 0.41 | 457 | 3.63 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 1,620 | 200 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,656 | 121.01 | 1,688 | 128.28 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,503 | 0.11 | 557 | 3.35 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3,380 | 418 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,342 | 75.34 | 413 | 80.70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85,283 | 10.11 | 11 | 11.11 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 2,750 | 340 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 479,986 | 16.99 | 59,317 | 20.75 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 16,517 | 1.48 | 2,041 | 4.77 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 34 | 78.95 | 4 | 100.00 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 7,743 | 102.27 | 957 | 108.73 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 17,726 | 0.18 | 2,191 | 3.40 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 900 | 111 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 35 | 9.38 | 4 | 33.33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,105 | 0.38 | 260 | 3.59 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 5,434 | 16.31 | 672 | 20.04 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18,926 | 2.08 | 2,339 | 5.36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,696 | 39.39 | 580 | 43.92 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3,885 | 34.57 | 480 | 39.13 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 21,508 | 943.57 | 255 | 3.25 | ||||
| 2025-08-14 | 13F | Betterment LLC | 44,308 | 68.39 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,554 | 1 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 119 | 0.85 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 19,015 | 2,350 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14,760 | 62.93 | 1,824 | 68.27 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 19,895 | 2,459 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,256 | 155 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 48,611 | 24.96 | 6,008 | 28.99 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 31,963 | 3.13 | 3,950 | 6.47 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,644 | 1.92 | 203 | 5.18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 107,447 | 3.74 | 13,751 | 10.89 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 165 | 20 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4,144 | 2.42 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 8,962 | 4.35 | 1,073 | 0.00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 34,849 | 1.04 | 4,307 | 4.29 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21,706 | 15.47 | 2,682 | 19.20 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,627 | 4.42 | 572 | 7.74 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 6,317 | 25.54 | 781 | 29.57 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,797 | 0.53 | 469 | -0.42 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 19,662 | 2,430 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7,651 | 1.69 | 946 | 5.11 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 15,753 | 6.58 | 1,947 | 10.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,096 | 10.91 | 1,248 | 14.51 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,423 | 0.42 | 176 | 3.55 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 50,072 | 13.94 | 6,188 | 17.60 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 239,173 | 0.63 | 29,557 | 3.87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,323 | 287 | ||||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 599,218 | 2.22 | 74,051 | 5.51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,879 | 356 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 14,958 | 1,849 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 451,897 | 1.52 | 55,845 | 4.78 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 99,571 | 10.53 | 12,305 | 14.07 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 138,108 | 12.21 | 17,067 | 15.82 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 2,117 | 262 | ||||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 7,445 | 2.95 | 920 | 9.52 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 45,068 | 6.27 | 5,570 | 9.69 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 2,688 | 3.62 | 332 | 7.10 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5,040 | 6.73 | 623 | 10.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,836 | 7.87 | 1,833 | 11.84 | ||||
| 2025-07-16 | 13F | Novem Group | 39,871 | 4.66 | 4,927 | 8.02 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 10,809 | 0.05 | 1,336 | 3.25 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 11,598 | 54.56 | 1,433 | 59.58 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1,852 | 0.16 | 229 | 3.17 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 17,163 | 2.97 | 2,121 | 6.32 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 2,123 | 262 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,696 | 0.45 | 333 | 3.74 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 23,745 | 8.20 | 2,934 | 11.69 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 83,459 | 3.53 | 10,314 | 6.86 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 42,981 | 2.12 | 5,312 | 5.40 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2,916 | 360 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,019 | 0.50 | 497 | 3.77 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 56,308 | 9.57 | 6,959 | 13.10 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 18,314 | 6.18 | 2,263 | 9.59 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 1,812 | 1.40 | 224 | 4.69 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 43,155 | 4.90 | 5,333 | 8.28 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 105 | 0.96 | 13 | 0.00 | ||||
| 2025-09-03 | 13F | American Trust | 12,697 | 43.29 | 1,569 | 48.02 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3,913 | 12.35 | 488 | 17.07 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,900 | 976 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,519 | 0.35 | 929 | 3.57 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5,485 | 0.02 | 678 | 3.20 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6,865 | 17.05 | 848 | 20.80 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 815 | 8.52 | 98 | 4.30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28,857 | 34.37 | 3,566 | 38.70 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 17,838 | 36.44 | 2,271 | 45.11 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8,768 | 0.99 | 1,084 | 4.23 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 332,483 | 0.68 | 41,088 | 3.92 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1,740 | 0.17 | 215 | 3.37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,888 | 44.62 | 585 | 38.63 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3,045 | 381 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 130 | 16 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 102 | 13 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 40 | 5 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3,545,752 | 10.26 | 438,184 | 13.80 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,386 | 0.89 | 295 | 3.89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,306 | 85.51 | 161 | 91.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 215,311 | 0.45 | 26,608 | 3.68 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 19,662 | 2,430 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 63,748 | 5.97 | 7,878 | 9.37 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,882 | 6.35 | 356 | 9.88 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 46,281 | 39.38 | 6 | 66.67 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8,762 | 0.41 | 1,083 | 3.64 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 1,646 | 203 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1,756 | 0.29 | 217 | 3.33 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 2,057 | 254 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,694 | 0.07 | 333 | 3.11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,940 | 62.62 | 240 | 68.31 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77,532 | 127.79 | 9,581 | 135.12 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1,638 | 202 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 59,110 | 1.49 | 7,305 | 4.75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17,482 | 42.63 | 2,179 | 48.53 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 100 | 12 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,042 | 18.22 | 623 | 22.16 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,069 | 17.81 | 503 | 21.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 587,565 | 8.23 | 72,612 | 11.71 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11,836 | 4.36 | 1,463 | 7.74 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,055 | 20.04 | 378 | 24.01 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,893 | 234 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 3,174 | 392 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 121,948 | 3.61 | 15,070 | 6.94 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 494 | 61 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 20,045 | 0.11 | 2,477 | 3.34 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 72,700 | 681.72 | 8,984 | 707.19 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 42,577 | 6.73 | 5,262 | 10.15 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,110 | 1.42 | 3,350 | 4.69 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1,919 | 8.79 | 237 | 12.32 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 56,566 | 4.59 | 6,990 | 7.95 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 90 | 0 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 39,180 | 2.85 | 4,842 | 6.16 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 18,682 | 15.50 | 2,309 | 19.21 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 2,417 | 299 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 270,766 | 6.89 | 33,461 | 10.33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14,056 | 12.45 | 1,737 | 16.11 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2,877 | 360 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 10,756 | 4.38 | 1,329 | 7.79 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 1,652 | 204 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1,899 | 0.05 | 235 | 3.08 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 238 | 29 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,597 | 66.48 | 692 | 71.89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 179,686 | 12,258.05 | 1 | -99.43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 693,811 | 3.19 | 85,741 | 6.51 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,515 | 8.99 | 187 | 12.65 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 3,495 | 55.13 | 432 | 79.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,392,099 | 0.83 | 295,616 | 4.07 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 98,825 | 3.63 | 12,213 | 6.96 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 43,603 | 13.42 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4,627 | 10.64 | 572 | 14.20 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1,637 | 202 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1,680 | 0.24 | 208 | 1.47 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 49,185 | 4.52 | 6,078 | 7.88 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17,261 | 1.71 | 2,133 | 5.02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,712 | 0.11 | 459 | 3.39 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 3,222 | 24.88 | 398 | 29.22 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 32,801 | 821.89 | 4,054 | 851.41 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7,232 | 0.11 | 894 | 3.36 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 278 | 44.79 | 34 | 54.55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,644 | 1.93 | 821 | 0.86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 626,380 | 5.97 | 77,408 | 9.38 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 2,954 | 2.86 | 365 | 6.41 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 167 | 21 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 538 | 66 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 37,694 | 4.56 | 4,504 | 12.60 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12,779 | 2.45 | 1,579 | 5.76 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 7,727 | 0.01 | 1 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 4,857 | 23.71 | 600 | 27.66 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,884 | 10.30 | 604 | 13.77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1,652 | 204 | ||||||
| 2025-08-13 | 13F | Oribel Capital Management, LP | Call | 183,600 | 39,619 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 30,519 | 0.09 | 3,772 | 3.32 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 27,472 | 6.37 | 3,395 | 9.77 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,281 | 5.26 | 161 | 10.27 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 5,547 | 0.42 | 686 | 3.63 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1,923 | 11.28 | 238 | 15.05 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4,744 | 0.34 | 586 | 3.53 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 13,838 | 1,657 | ||||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 1,885 | 233 | ||||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 504 | 0.40 | 62 | 3.33 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 46,096 | 7.02 | 5,697 | 10.45 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13,248 | 3.13 | 1,637 | 6.44 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 252 | 31 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 75 | 9 | ||||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 19,578 | 39.68 | 2,419 | 44.16 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 22,275 | 1,979.83 | 2,753 | 2,050.00 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5,691 | 0.21 | 703 | 3.53 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 72,411 | 34.29 | 8,949 | 38.62 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,955 | 13.46 | 242 | 16.99 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 1,648 | 204 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,874 | 0.14 | 355 | 3.50 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12,792 | 15.22 | 1,581 | 18.89 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 3,830 | 473 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,080 | 17.01 | 504 | 20.86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3,515 | 109.98 | 434 | 117.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 53 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,930 | 0.16 | 238 | 3.48 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 25,308 | 11.72 | 3,128 | 15.30 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4,310 | 533 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,043 | 0.38 | 129 | 3.23 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,024 | 0.10 | 250 | 3.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219,531 | 21.25 | 27,128 | 25.61 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 2,023 | 250 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 217,678 | 3.09 | 26,901 | 6.40 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1,903 | 1.55 | 235 | 4.91 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8,268 | 0.43 | 1,024 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 8,521 | 7.64 | 1,053 | 11.19 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 102 | 13 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 1,715 | 212 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 165,136 | 0.27 | 20,407 | 3.49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99,789 | 35.89 | 12,332 | 40.25 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11,825 | 12.89 | 1,461 | 16.51 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5,263 | 17.06 | 650 | 20.82 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1,943 | 240 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,096 | 270.55 | 877 | 282.53 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 7,000 | 33.84 | 865 | 38.18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,276,751 | 3.37 | 528,521 | 6.70 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 3,617 | 70.05 | 447 | 75.59 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 159 | 269.77 | 20 | 280.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 71,539 | 3.37 | 9 | 0.00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 37 | 5 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,660 | 0.34 | 329 | 3.47 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2,644 | 5.93 | 327 | 9.40 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,070 | 0.15 | 1,556 | 11.14 | ||||
| 2025-07-18 | 13F | Vicus Capital | 12,119 | 3.11 | 1,498 | 6.40 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 99,828 | 5.48 | 12,337 | 8.87 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 42,078 | 6.59 | 5,200 | 10.01 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 | 0 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 31,517 | 3,895 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3,547 | 22.02 | 438 | 25.86 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,279 | 6.20 | 282 | 9.77 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20,260 | 23.89 | 2,504 | 27.90 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 1,808 | 0.39 | 223 | 3.72 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 2,050 | 6.88 | 253 | 10.96 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3,167 | 0.06 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 470,118 | 2.42 | 58,097 | 5.71 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 50,205 | 5.95 | 6,204 | 9.36 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 210 | 0.96 | 26 | 0.00 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 9,486 | 2,698.23 | 1,172 | 2,830.00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 378 | 7.39 | 47 | 9.52 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 29,122 | 1,536.99 | 3,599 | 1,597.17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1,966 | 6.85 | 243 | 10.00 |
