Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core S&P U.S. Growth ETF meliputi Waldron Private Wealth LLC, Ethos Financial Group, LLC, Tradewinds, LLC., Americana Partners, LLC, Midwest Trust Co, Valpey Financial Services, LLC, Bulwark Capital Corp, Columbia Advisory Partners Llc, Glenmede Investment Management, LP, Barnes Dennig Private Wealth Management LLC, Twin Focus Capital Partners, Llc, Richmond Investment Services, LLC, Libra Wealth Llc, Fiduciary Trust Co, Paulson Wealth Management Inc., Novem Group, Everstar Asset Management, LLC, Family Legacy Financial Solutions, LLC, CWA Asset Management Group, LLC, dan Kcm Investment Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,517 | 228 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32,860 | 2.16 | 4,942 | 20.92 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 1,352 | 203 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,532 | 447.32 | 1,734 | 549.44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 370 | 56 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5,525 | 22.42 | 831 | 44.85 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3,994 | 601 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8,742 | 0.19 | 1,315 | 18.59 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 143,128 | 11.64 | 21,527 | 32.13 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 23,453 | 3,527 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6,992 | 0.01 | 1,052 | 18.36 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 1,462 | 220 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 1,610 | 242 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,767 | 29.85 | 416 | 52.94 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,655 | 1.11 | 1,151 | 19.65 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 81,279 | 16.02 | 12,224 | 37.32 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 40,377 | 16.15 | 6,073 | 37.47 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 20,301 | 6.42 | 3,053 | 25.95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1,745 | 262 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 278 | 56.18 | 42 | 86.36 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 17,931 | 2,697 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 241,047 | 5.41 | 36,253 | 24.76 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 204,582 | 2.72 | 30,769 | 21.57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 459,398 | 5.31 | 68,875 | 7.54 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 22 | 22.22 | 3 | 50.00 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 246,106 | 7.20 | 37,014 | 26.87 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1,342 | 202 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 211,254 | 0.12 | 32 | 19.23 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,244 | 488 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2,525 | 380 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77,006 | 0.68 | 11,582 | 19.15 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 237,423 | 1.30 | 35,708 | 19.89 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46 | 7 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4,749 | 0.15 | 714 | 18.60 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 3,311 | 0.03 | 498 | 18.33 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 204,805 | 13.91 | 30,803 | 34.81 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,177 | 6.87 | 328 | 26.74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,315,986 | 5.88 | 197,924 | 25.30 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 193,251 | 0.30 | 29,065 | 18.70 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,532 | 0.07 | 230 | 18.56 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 111,591 | 2.23 | 17,417 | 31.75 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1,875 | 7.08 | 282 | 27.03 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9,308 | 0.68 | 1,408 | 34.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186,289 | 4.01 | 28,018 | 23.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240,886 | 77.63 | 36 | 111.76 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 120,719 | 1.01 | 18,156 | 19.33 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1,504 | 226 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 181,518 | 27,300 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 2,975 | 0.10 | 447 | 18.57 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5,331 | 802 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 149 | 22 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1,956 | 0.05 | 298 | 15.95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 11,843 | 2.90 | 1,781 | 21.82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,021 | 6.21 | 1,958 | 25.67 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3,646 | 0.03 | 430 | -17.18 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 655,396 | 4.23 | 98,572 | 23.35 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 250,337 | 6.21 | 37,651 | 25.70 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 31,905 | 1.76 | 4,799 | 20.43 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 31 | 5 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 8,324 | 0.05 | 1,253 | 18.54 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29,392 | 0.20 | 4,421 | 18.59 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6,303 | 0.14 | 948 | 18.52 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 127,084 | 4.65 | 19,113 | 23.85 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 456 | 69 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 7,683 | 15.22 | 1,156 | 36.36 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,647 | 22.30 | 549 | 44.97 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111,443 | 1.21 | 16,761 | 19.79 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 915 | 138 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2,627 | 7.31 | 395 | 27.01 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21,024 | 8.43 | 3,162 | 28.33 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 519 | 160.80 | 78 | 208.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,113,261 | 0.65 | 167,435 | 19.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,500 | 1,429 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,049,968 | 1.60 | 308,315 | 20.25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,346 | 202 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,120 | 3.76 | 1,886 | 27.02 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 1,345 | 202 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 332 | 19.86 | 50 | 40.00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4,744 | 6.30 | 713 | 25.75 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 936 | 0.11 | 140 | 17.80 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,745 | 0.06 | 263 | 18.55 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,959 | 33.60 | 1,047 | 58.25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44,097 | 4.36 | 6,632 | 23.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,062 | 0.10 | 310 | 18.77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 752 | 6.52 | 113 | 26.97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86,636 | 5.93 | 13,030 | 25.37 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 180,630 | 10.46 | 27,167 | 30.74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 1,736 | 6.11 | 261 | 26.09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3,818 | 36.21 | 574 | 61.24 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 41,143 | 21.06 | 6,188 | 43.25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 429 | 27.38 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 6,995 | 0.14 | 1,052 | 18.60 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2,902 | 31.97 | 436 | 56.27 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3,198 | 0.57 | 481 | 18.81 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,994 | 7.07 | 1,954 | 26.72 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,692 | 21.48 | 405 | 43.77 | ||||
| 2025-07-24 | 13F | Eastern Bank | 132 | 20 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 1 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,461 | 220 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1,579 | 237 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 9,384 | 3.33 | 1,412 | 22.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 13,644,205 | 4.32 | 2,052,088 | 23.46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28,704 | 4.51 | 4 | 33.33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2,060 | 1.18 | 310 | 19.77 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2,888 | 434 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 1,872 | 1.24 | 238 | -7.78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73,999 | 7.07 | 11,129 | 26.73 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 17,603 | 18.96 | 2,647 | 40.80 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 287,044 | 0.34 | 43,171 | 18.75 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,104 | 4.95 | 1,670 | 24.26 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 41,143 | 6,188 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,778 | 31.08 | 1,170 | 55.04 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 809 | 0 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 7,963 | 13.55 | 1,198 | 34.34 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 33,372 | 0.47 | 5,019 | 18.91 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,022 | 17.60 | 1,507 | 39.28 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 1,637 | 27.59 | 208 | 16.29 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 181,076 | 3.62 | 27,234 | 22.63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 229,873 | 18.42 | 34,576 | 40.16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 566,920 | 2.28 | 85,265 | 21.05 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 27,493 | 5.34 | 4,135 | 24.67 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 4,823 | 11.08 | 725 | 31.58 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26,995 | 2.29 | 4,060 | 21.09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 156 | 110.81 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4,599 | 11.87 | 692 | 32.38 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 597 | 90 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 408,133 | 4.61 | 61,383 | 23.81 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 118,980 | 2,453.22 | 17,895 | 2,922.64 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,834 | 2.45 | 1,329 | 21.28 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,148 | 1.90 | 774 | 20.75 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3,759 | 15.38 | 565 | 36.47 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 24,411 | 3.34 | 3,671 | 22.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123,910 | 20.91 | 18,636 | 43.11 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 16,733 | 2.09 | 2,517 | 20.85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55,936 | 11.07 | 8,479 | 32.51 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2,980 | 448 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 3,731 | 561 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,579 | 224 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 28,919 | 29.39 | 4,374 | 70.09 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 47,824 | 7,193 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,975,369 | 4.78 | 297,095 | 24.01 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,352 | 0.14 | 955 | 18.49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,026 | 8.76 | 756 | 28.62 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 54,016 | 3.52 | 8,124 | 22.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,539,575 | 37.35 | 231,552 | 62.55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 274,436 | 0.27 | 41,275 | 18.67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3,290 | 512 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,917 | 17.08 | 2,548 | 38.50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 47,510 | 24.13 | 7 | 75.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3,098 | 33.53 | 466 | 58.16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,406 | 1,866 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,407 | 14,943.75 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,353 | 7.21 | 203 | 26.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 102,024 | 0.18 | 15,344 | 18.56 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 52,251 | 1.81 | 7,859 | 20.48 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32,424 | 4.26 | 4,877 | 23.38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50,698 | 2.43 | 7,625 | 21.23 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 226 | -1.32 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497,380 | 3.39 | 74,806 | 22.37 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13,244 | 1.81 | 1,992 | 20.45 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 35,863 | 5,394 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39,655 | 2.89 | 5,964 | 21.79 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 9,335 | 36.10 | 1,349 | 65.52 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 2,408 | 0.04 | 362 | 18.69 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41,681 | 0.99 | 6,269 | 19.53 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,017 | 303 | ||||||
| 2025-07-16 | 13F | Novem Group | 3,086 | 464 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,453 | 9.50 | 219 | 29.76 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 35,822 | 5.17 | 5,388 | 24.44 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 4,299 | 34.43 | 647 | 59.11 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16,905 | 3.04 | 2,542 | 21.92 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 1,465 | 218 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 1,813 | 0.11 | 273 | 18.26 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2,002 | 301 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,798 | 0.19 | 872 | 18.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14,046,309 | 3.38 | 2,112,565 | 22.35 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1,956 | 294 | ||||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1,460 | 220 | ||||||
| 2025-09-03 | 13F | American Trust | 2,267 | 341 | ||||||
| 2025-04-15 | 13F | Collier Financial | 978 | 14.79 | 124 | 5.08 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,188 | 18.40 | 329 | 40.60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,031 | 183.78 | 1,208 | 236.21 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 65,200 | 8.15 | 10,173 | 32.79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,882 | 0.15 | 584 | 18.50 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 306 | 705.26 | 39 | 660.00 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 39,547 | 2.19 | 5,948 | 20.95 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,331 | 19.91 | 802 | 42.02 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22,308 | 5.60 | 3,355 | 25.00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 1,348 | 203 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 13,382 | 6.59 | 2,013 | 26.14 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7,047 | 19.00 | 1,060 | 40.82 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1,391 | 209 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 13,255 | 1,994 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 415,652 | 8.59 | 62,514 | 28.51 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10,537 | 0.63 | 1,585 | 19.82 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 204,668 | 6.27 | 30,782 | 25.77 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,033,479 | 9.24 | 155,435 | 29.29 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 707,698 | 5.52 | 110,104 | 23.37 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 1,704 | 0.53 | 256 | 19.07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,218 | 1.99 | 2,890 | 20.72 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 27,888 | 1.32 | 4,194 | 19.93 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4,303 | 10.99 | 647 | 31.50 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2,688 | 0.07 | 404 | 18.48 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 4,133 | 622 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8,117 | 59.97 | 1,221 | 89.44 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6,494 | 977 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,428 | 0.14 | 219 | 16.49 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 223,016 | 9,508.62 | 33,542 | 11,308.50 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 13,193 | 0.07 | 1,984 | 18.45 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 352 | 13.55 | 53 | 33.33 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 8,428 | 1.18 | 1,268 | 19.75 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 229 | 34 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3,610 | 40.25 | 543 | 65.75 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 20,156 | 3,031 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,361 | 44.30 | 1,859 | 70.86 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30,573 | 16.05 | 4,598 | 37.34 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 379,455 | 60.84 | 57,070 | 90.36 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 91,829 | 3.20 | 13,816 | 22.02 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 22,329 | 3,358 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 5,605 | 14.46 | 843 | 35.37 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 345 | 7.14 | 52 | 27.50 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,514 | 228 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,610 | 1.83 | 693 | 34.82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 304,934 | 117.67 | 45,862 | 134.94 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 22,774 | 10.96 | 3,425 | 31.33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,439 | 216 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 803 | 512.98 | 121 | 650.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 21,069 | 7.84 | 3,169 | 27.64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 140,984 | 1.33 | 21,204 | 19.93 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,941 | 1.73 | 894 | 20.35 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1,523 | 229 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4,386 | 0.94 | 660 | 19.38 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 94,346 | 3.30 | 14,190 | 22.26 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1,934 | 14.03 | 291 | 34.88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43,464,067 | 0.81 | 6,536,996 | 19.31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1,472 | 230 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5,102 | 767 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 3,978 | 1.45 | 598 | 20.08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,011 | 6.53 | 152 | 26.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 251,899 | 1.79 | 37,886 | 20.47 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 604 | 0.17 | 91 | 18.42 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3,221 | 484 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 41,503 | 16.39 | 6,242 | 37.76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,531 | 1.96 | 558 | 29.47 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 2,567 | 386 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,679 | 111.07 | 553 | 150.23 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 103,992 | 1.14 | 15,779 | 20.76 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 1,890 | 1.83 | 284 | 20.85 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2,013 | 0.15 | 303 | 18.43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 204,783 | 1.77 | 30,799 | 20.45 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1,827 | 275 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13,844 | 400.14 | 2 | |||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5,736 | 0.09 | 854 | 17.31 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8,070 | 11.87 | 1,214 | 32.42 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 1,356 | 204 | ||||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 8,503 | 0.08 | 1,279 | 18.44 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,572 | 0.64 | 236 | 19.19 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 104,997 | 0.59 | 15,792 | 19.05 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2,280 | 31.72 | 343 | 56.16 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,686 | 2.93 | 554 | 21.76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22,030 | 0.15 | 3,313 | 18.53 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 19,899 | 21.40 | 2,961 | 41.27 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 8,460 | 116.37 | 1,272 | 156.45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172,260 | 3.12 | 25,908 | 22.04 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 132,102 | 0.60 | 19,868 | 19.06 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10,885 | 25.43 | 1,637 | 48.55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,839 | 0.04 | 427 | 18.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 127,918 | 26.32 | 19,239 | 49.50 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 1,370 | 0 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 1,623 | 244 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 4,227 | 0.02 | 636 | 18.25 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 128 | 19 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 319,095 | 20.57 | 47,992 | 42.69 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1,533 | 231 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 9,176 | 0.01 | 1,380 | 18.35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 769 | 28.60 | 116 | 53.33 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 1,523 | 229 | ||||||
| 2025-07-23 | 13F | Charter Trust Co | 1,419 | 213 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27,574 | 25.28 | 4,147 | 18.35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,400 | 0.89 | 1,564 | 19.48 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 1,454 | 219 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 17,086 | 11.84 | 2,570 | 32.35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21,300 | 2.60 | 3,203 | 21.42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 376,700 | 1,107.60 | 56,656 | 1,329.24 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1,358 | 204 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10,834 | 13.47 | 1,629 | 34.30 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 96,301 | 0.83 | 14,484 | 19.33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1,410 | 212 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1,629 | 0.12 | 251 | 20.67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 89,753 | 34.46 | 13,499 | 59.14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,008 | 15.51 | 452 | 36.97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 217,106 | 3.46 | 32,653 | 22.45 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 777 | 117 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 46,879 | 7,051 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 5,701 | 0.14 | 857 | 18.53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,397 | 14.54 | 840 | 38.22 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 117,182 | 4.07 | 17,624 | 23.17 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1,362 | 205 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,486 | 223 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 26,003 | 3,911 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49,986 | 7,518 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 42,000 | 6.38 | 6,317 | 25.89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3,599 | 0.03 | 541 | 18.38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9,773 | 4.25 | 1,470 | 23.34 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 7,028 | 0.03 | 1,057 | 18.39 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 2,401 | 0.33 | 305 | -8.41 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 306 | 188.68 | 46 | 253.85 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3,260 | 490 | ||||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 2,734 | 10.33 | 355 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,165,916 | 1.21 | 922,388 | 19.20 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 50,797 | 0.05 | 7,640 | 18.40 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,836 | 27.65 | 577 | 51.18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,210 | 106.13 | 182 | 124.69 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,842 | 9.77 | 879 | 29.88 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1,593 | 0.19 | 240 | 18.32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 193 | 15.57 | 29 | 38.10 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67,087 | 328.81 | 10,090 | 407.49 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 5,019 | 0.14 | 775 | 25.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,193 | 1,082 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,761 | 0.29 | 566 | 18.70 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,919 | 1,041 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10,888 | 12.12 | 1,638 | 32.66 | ||||
| 2025-08-14 | 13F | FIL Ltd | 411,058 | 61,980 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,643 | 25.92 | 1,300 | 48.97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31,911 | 19.58 | 4,800 | 41.52 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14,656 | 2,204 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 1,333 | 200 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 11,543 | 13.30 | 1,736 | 34.16 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,375 | 12.46 | 508 | 33.07 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,116 | 206.59 | 168 | 263.04 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57,042 | 135.41 | 8,579 | 178.63 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 141 | 21 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 1,378 | 207 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30,716 | 1.46 | 4,620 | 20.07 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,854 | 2.15 | 279 | 20.87 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,863 | 23.85 | 1,223 | 51.61 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 4,088 | 0.05 | 615 | 18.30 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 687,744 | 0.64 | 103 | 19.77 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,145 | 0.76 | 774 | 19.29 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 123 | 18 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,425 | 214 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,618 | 9.64 | 544 | 29.83 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 21,768 | 24.62 | 2,766 | 13.64 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 8,136 | 7.58 | 1,224 | 27.26 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 460,475 | 13.09 | 69 | 35.29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,063 | 21.35 | 160 | 43.24 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 7,009 | 0.14 | 1,055 | 32.70 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 11 | 2 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 61,441 | 1.76 | 9,241 | 20.44 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1,360 | 204 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17,391 | 3 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 281 | 1.08 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 55,474 | 11.91 | 8,343 | 32.45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,925 | 123.36 | 741 | 164.64 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,890 | 0.90 | 1,488 | 19.44 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1,785 | 0.06 | 269 | 18.58 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 72,768 | 6.46 | 10,944 | 26.00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1,355 | 204 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61,222 | 10.73 | 9,208 | 31.04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,600 | 375.00 | 1,143 | 463.05 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9,865 | 0.93 | 1,484 | 19.40 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1,939 | 292 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 132 | 20 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8,107 | 327.36 | 1,219 | 405.81 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2,000 | 301 |
