Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares S&P Mid-Cap 400 Growth ETF meliputi Independence Financial Advisors, LLC, Midwest Trust Co, Summit Wealth Group Llc / Co, Glenmede Investment Management, LP, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Evoke Wealth, Llc, Nicholas Hoffman & Company, LLC., Vestmark Advisory Solutions, Inc., 21 West Wealth Management LLC, Tradewinds, LLC., Compass Investment Advisers LLC, Richmond Investment Services, LLC, Ally Invest Advisors Inc., B&l Asset Management Llc, Alpha Cubed Investments, LLC, Nilsine Partners, LLC, BIP Wealth, LLC, FSM Wealth Advisors, LLC, dan Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | American National Bank | 584 | 0.52 | 53 | 10.42 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 185,196 | 0.41 | 16,849 | 9.69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172,543 | 8.92 | 15,698 | 18.99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3,431 | 312 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,010 | 24.08 | 92 | 35.82 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,210 | 201 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 15,914 | 1,448 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,087 | 29.68 | 736 | 41.62 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,303 | 1.40 | 665 | 10.48 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,263 | 206 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,190 | 23.13 | 381 | 34.63 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1,097,051 | 6.11 | 99,810 | 15.92 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2,311 | 210 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 522,412 | 0.06 | 47,529 | 9.32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 384 | 35 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14,495 | 0.04 | 1,319 | 9.29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 55,198 | 10.13 | 5,022 | 20.29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55,796 | 1.01 | 5,076 | 10.35 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2,292 | 208 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1,097,315 | 3.69 | 99,834 | 13.28 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 178,234 | 2.11 | 16,216 | 11.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 318,654 | 1.61 | 28,991 | 11.00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 23,324 | 28.74 | 2,122 | 40.72 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,804 | 255 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 33,767 | 7.93 | 3,072 | 17.93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,874 | 73.66 | 261 | 90.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104,666 | 34.79 | 10 | 50.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,862 | 1.18 | 1 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,398 | 218 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 100 | 9 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3,059 | 4.30 | 282 | 15.57 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 92,088 | 2.40 | 8,378 | 11.87 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2,289 | 208 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10,450 | 92.38 | 951 | 110.18 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 2,240 | 204 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 6,055 | 17.19 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14,348 | 0.66 | 1,305 | 9.94 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 5,404 | 492 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4,120,558 | 3.13 | 374,888 | 12.67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,158,057 | 3.09 | 196,340 | 12.62 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11,237 | 6.81 | 1,022 | 16.67 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 21,984 | 2.61 | 2,000 | 12.11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 866,471 | 1.49 | 78,831 | 10.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2,600 | 160.00 | 237 | 184.34 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 9 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,611 | 18.76 | 783 | 29.85 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17,806 | 1.04 | 1,620 | 10.36 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 21,971 | 13.34 | 1,999 | 23.79 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11,688 | 0.95 | 1,063 | 10.27 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 15,914 | 1,448 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,696 | 70.05 | 1,064 | 86.01 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3,429 | 0.09 | 312 | 9.12 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,928 | 2.01 | 175 | 11.46 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6,280 | 0.10 | 571 | 9.39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,586 | 18.78 | 4,706 | 32.68 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16,175 | 1,472 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19,908 | 2.76 | 1,811 | 12.28 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 43,074 | 1.48 | 3,919 | 10.87 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 156 | 14 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,352 | 123 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 20,671 | 18.98 | 1,881 | 30.01 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12,652 | 36.76 | 1,152 | 49.48 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 719 | 0.14 | 65 | 10.17 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 278,009 | 3.85 | 25,293 | 13.46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9,513 | 9.00 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48,621 | 1.40 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,254 | 11.57 | 478 | 21.94 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 6,700 | 17.56 | 609 | 28.48 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 9,929 | 5.93 | 903 | 15.77 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 878,292 | 1.13 | 79,907 | 10.48 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES | 18,914 | 255.79 | 1,721 | 289.14 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,449 | 223 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 7,265 | 4.25 | 661 | 13.79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 531,367 | 0.01 | 48,344 | 9.26 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9,435 | 106.23 | 1 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 75,632 | 24.12 | 6,881 | 35.61 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35,486 | 0.27 | 3,228 | 9.54 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,314 | 3.71 | 1,120 | 13.36 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 23 | 2 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4,982 | 453 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 208,610 | 6.69 | 18,979 | 16.56 | ||||
| 2025-07-24 | 13F | Eastern Bank | 94 | 9 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 49,962 | 0.03 | 4,546 | 9.28 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39,285 | 7.87 | 3,574 | 17.84 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 21,165 | 0.02 | 1,926 | 9.25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,163 | 0.09 | 288 | 9.13 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10,548 | 960 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 105,117 | 3.64 | 9,564 | 13.23 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3,335 | 6.72 | 303 | 16.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 27,217 | 5.78 | 2,476 | 15.59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 801,588 | 7.72 | 73 | 18.03 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 60,577 | 3.44 | 5,511 | 13.00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1,843 | 9.64 | 168 | 20.14 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 29,072 | 2.53 | 2,645 | 11.99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 146,234 | 2.49 | 13,304 | 11.97 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 506,929 | 2.72 | 46,120 | 12.21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,520 | 138 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 260,913 | 29.44 | 23,738 | 41.40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,746 | 77.57 | 1,069 | 96.32 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5,200 | 0.31 | 473 | 9.74 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 23,937 | 12.24 | 2,178 | 22.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,797,381 | 3.56 | 345,486 | 13.14 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 85 | 8 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,014 | 11.92 | 92 | 22.67 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2,288 | 208 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 23,351 | 40.14 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,778 | 43.88 | 1,254 | 57.21 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 32,829 | 5.82 | 2,987 | 15.60 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 5,397 | 0.09 | 491 | 9.60 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 1,715 | 157 | ||||||
| 2025-09-03 | 13F | American Trust | 3,390 | 308 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,272 | 0.03 | 298 | 9.19 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4,434 | 0.16 | 403 | 9.51 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 62,455 | 0.16 | 5,682 | 9.44 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,007,335 | 8,758.03 | 11 | -98.84 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,328 | 212 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 11,994 | 0.12 | 1,091 | 9.43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,402 | 4.65 | 1,037 | 14.33 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 8,725 | 8.16 | 812 | 20.86 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 7,537 | 7.98 | 686 | 17.90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43,265 | 35.57 | 4 | 50.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2,429 | 7.29 | 202 | -1.46 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 163 | 15 | ||||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 2,352 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 33,586 | 5.36 | 3,056 | 15.11 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,944 | 1.28 | 541 | 10.66 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3,951 | 359 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27,910 | 187.44 | 3 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 11,946 | 1,087 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3,293 | 0.12 | 300 | 9.52 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 7,019 | 0.34 | 639 | 9.62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 904 | 209.59 | 82 | 237.50 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 4,133 | 0.02 | 376 | 9.30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 4,160 | 4.58 | 378 | 14.20 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 2,303 | 209 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14,149 | 0.15 | 1,287 | 9.44 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 143,681 | 0.55 | 13,072 | 9.85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,504 | 150.93 | 593 | 174.07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,358 | 9.35 | 2,173 | 22.16 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,467 | 224 | ||||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 2,713 | 0.15 | 247 | 9.33 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12,246 | 4.54 | 1,114 | 14.26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,469 | 1.62 | 680 | 10.95 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3,420 | 0.12 | 311 | 9.51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 423,019 | 7.93 | 38,486 | 17.91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,408 | 100.83 | 5,769 | 119.40 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 2,293 | 209 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 16,624 | 0.63 | 1,512 | 9.96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2,600 | 237 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207,986 | 3,612.71 | 18,929 | 3,962.02 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 20,252 | 0.01 | 1,843 | 9.25 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 318 | 29 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 74,643 | 4.36 | 6,791 | 14.02 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2,199 | 0 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 43,840 | 3.96 | 3,989 | 13.59 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,813 | 0.32 | 347 | 9.49 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 12,395 | 31.65 | 1,128 | 43.75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,393,410 | 4.46 | 126,773 | 14.12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,482 | 0.03 | 317 | 9.34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,757,549 | 2.32 | 159,902 | 11.78 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 300,872 | 0.10 | 27,373 | 9.36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,839 | 1.41 | 713 | 10.89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,358 | 0.23 | 1,397 | 9.48 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2,398 | 218 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 120 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,666 | 238.26 | 1,516 | 269.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 589,702 | 6.83 | 53,650 | 16.71 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 147 | 13 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81,628 | 6.50 | 7,427 | 16.34 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 224,095 | 33.01 | 18,663 | 21.82 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 16,323 | 0.04 | 1,505 | 150,400.00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14,592 | 0.05 | 1,328 | 9.31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,563,773 | 11.28 | 142,272 | 21.57 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 42,329 | 678.54 | 3,851 | 751.99 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 | 1 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,217 | 202 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 28,899 | 1.30 | 2,629 | 10.69 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11,891 | 0.89 | 1,082 | 10.19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,917 | 3.55 | 629 | 13.13 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4,626 | 0.09 | 421 | 9.38 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 60,359 | 5,491 | ||||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 7,700 | 701 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 5,444 | 0.81 | 495 | 10.24 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,291 | 19.20 | 299 | 30.57 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2,514 | 221 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,215,536 | 5.73 | 110,590 | 15.51 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,662 | 1.99 | 606 | 11.60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 216,037 | 1.59 | 19,655 | 10.98 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 510 | 0.20 | 47 | 17.50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3,632 | 0.03 | 331 | 9.27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 984 | 90 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 16,590 | 2.36 | 1,509 | 11.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,268 | 206 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2,215 | 202 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11,335 | 0.61 | 1,031 | 9.91 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5,629 | 80.13 | 512 | 96.92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,212 | 28.94 | 110 | 41.03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 51,063 | 0.16 | 4,646 | 8.65 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27,734 | 2,523 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 562,920 | 0.08 | 51,214 | 9.34 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7,226 | 5.57 | 658 | 15.47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 398 | 123.60 | 36 | 157.14 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 224,923 | 0.34 | 20,464 | 9.62 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 3,155 | 287 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,086 | 918 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 3,202 | 12.75 | 291 | 23.31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 97,731 | 0.20 | 8,892 | 9.47 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8,916 | 811 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7,084 | 644 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3,054 | 278 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 18 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 18,700 | 17.55 | 1,701 | 28.47 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 32,065 | 0.16 | 2,917 | 9.41 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 410 | 4.59 | 37 | 15.63 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 27,171 | 45.53 | 2,472 | 59.07 | ||||
| 2025-07-31 | 13F | United Community Bank | 7,402 | 8.04 | 673 | 18.07 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23,881 | 50.81 | 2,173 | 64.80 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 15,682 | 15.21 | 1,427 | 25.86 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,849 | 7.42 | 441 | 17.60 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 467,602 | 6.56 | 42,542 | 16.41 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 2,529 | 0.08 | 230 | 9.52 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10,849 | 1.65 | 987 | 11.15 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,776 | 253 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 24,760 | 10,047.54 | 2,253 | 11,160.00 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 470 | 0.21 | 43 | 7.69 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2,424 | 223 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,550 | 234 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 227,113 | 20,663 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7,056 | 642 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5,256 | 11.10 | 478 | 21.63 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 2,356 | 214 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1,513 | 0.07 | 138 | 9.60 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 485,917 | 1,349.37 | 44,209 | 1,483.38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,170 | 106 | ||||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 2,247 | 0 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 3,561 | 324 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 58,046 | 0.15 | 5,281 | 9.43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 360,082 | 15.99 | 32,719 | 26.72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3,880 | 353 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,692 | 1.21 | 518 | 10.47 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,726 | 4.28 | 248 | 14.29 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,244 | 9.80 | 113 | 20.21 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7,157 | 75.98 | 653 | 92.33 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 25,167 | 643.93 | 308 | 9.25 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,300 | 209 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,949 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,205 | 17.36 | 292 | 28.19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,437 | 5.88 | 950 | 15.73 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3,927 | 27.67 | 360 | 39.69 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,808 | 0.03 | 346 | 9.15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12,067 | 5.53 | 1,098 | 15.23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 287 | 102.11 | 26 | 136.36 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 44,074 | 0.02 | 4,010 | 9.27 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,520 | 1,503 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32,348 | 6.41 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,624 | 0.14 | 330 | 9.30 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,390 | 48.03 | 308 | 51.72 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 5,098 | 464 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2,148 | 203 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,442 | 3.69 | 677 | 13.40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 22,603 | 2.41 | 2,057 | 11.86 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 9,960 | 3.76 | 906 | 13.39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,886 | 0.10 | 445 | 9.36 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 504 | 47 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26,859 | 0.20 | 2,444 | 9.45 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 144,433 | 19.37 | 13,141 | 30.41 | ||||
| 2025-07-18 | 13F | Vicus Capital | 13,914 | 15.12 | 1,266 | 25.75 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 6,616 | 0.02 | 602 | 9.27 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 51,649 | 17.86 | 4,699 | 28.75 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6,358 | 0.05 | 578 | 9.26 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 853 | 1.55 | 78 | 11.59 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5,996 | 0.03 | 545 | 9.22 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7,053 | 60.11 | 642 | 75.14 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 27,063 | 99.84 | 2,462 | 118.46 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 6,065 | 0.10 | 552 | 9.33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,442 | 2.69 | 677 | 12.27 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 37,266 | 3,390 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 32,902 | 106.30 | 3 | 100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9,442 | 0.05 | 887 | 10.20 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7,043 | 641 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 683,375 | 5.52 | 62,173 | 15.28 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 6,963 | 6.01 | 633 | 15.93 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2,376 | 216 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 378 | 0.27 | 34 | 9.68 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 72,865 | 5.86 | 6,629 | 15.65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,077 | 39.10 | 371 | 51.64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 331,044 | 2.85 | 30,118 | 12.36 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 39,411 | 3,586 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 124,435 | 7.24 | 11,321 | 17.16 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2,239 | 204 |
