Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Russell 1000 ETF meliputi Kingstone Capital Partners Texas, LLC, Hippocratic Financial Advisors, LLC, Glenmede Investment Management, LP, Sentinel Wealth Management, Inc., Bremer Bank National Association, Midwest Trust Co, Lunt Capital Management, Inc., Crestmont Private Wealth LLC, EBI - Longview Advantage ETF, Harbor Asset Planning, Inc., Duncan Williams Asset Management, LLC, Semitam Bonam Llc, Miramar Fiduciary Corp, Westbourne Investment Advisors, Inc., Coastal Bridge Advisors, LLC, Gutierrez Wealth Advisory, LLC, Portland Global Advisors LLC, Exchange Traded Concepts, Llc, Summit Wealth Group Llc / Co, dan Carter Financial Group, INC. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 17,340 | 1.27 | 5,852 | 11.41 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 19,815 | 0.05 | 6,729 | 10.77 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1,170 | 397 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 3,813 | 0.69 | 1,170 | -4.18 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 10,462 | 2.75 | 3,553 | 13.74 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6,936 | 0.78 | 2,355 | 11.56 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 15,737 | 62.14 | 5,344 | 79.48 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 17,379 | 1.34 | 5,902 | 12.19 | ||||
| 2025-07-07 | 13F | Trust Co | 122,182 | 19.44 | 41,489 | 32.23 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,751,986 | 1.27 | 934,492 | 12.11 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 21,656 | 7.69 | 7,354 | 19.21 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 762 | 0.13 | 259 | 10.73 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 604 | 205 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 116,486 | 0.92 | 39,555 | 11.73 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1,622 | 28.22 | 572 | 48.96 | ||||
| 2025-08-27 | NP | HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 15,644 | 13.76 | 5,312 | 25.94 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3,166 | 81.95 | 1,075 | 107,300.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,764 | 23.55 | 1,618 | 36.80 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1,184 | 19.84 | 402 | 32.67 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1,551 | 16.18 | 527 | 28.61 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 2,747 | 172.79 | 933 | 202.60 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,957 | 11.84 | 1 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 39,655 | 114.78 | 13,466 | 137.77 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 1,759 | 0.17 | 597 | 10.97 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 15 | 5 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 1,600 | 543 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 1,719 | 3.68 | 584 | 14.76 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1,201 | 11.41 | 368 | 6.05 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 53,718 | 18 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 7,076 | 2,403 | ||||||
| 2025-07-24 | 13F | Monument Capital Management | 20,347 | 1.02 | 6,909 | 11.83 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 986 | 0.20 | 335 | 10.96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,428 | 43.81 | 485 | 59.21 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 1,824 | 0.16 | 619 | 10.93 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 662 | 203 | ||||||
| 2025-08-13 | 13F | Ted Buchan & Co | 1,705 | 579 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1,368 | 0.07 | 464 | 10.74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25,616 | 4.63 | 8,699 | 15.83 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 18,322 | 1.90 | 6,258 | 13.31 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14,833 | 73.83 | 5,037 | 83.26 | ||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 5,645 | 58.57 | 1,720 | 45.43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 542,758 | 60.74 | 186,562 | 80.13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57,333 | 19,469 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 585 | 199 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5,279 | 6.47 | 1,793 | 17.89 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 1,146 | 0.17 | 389 | 11.14 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1,973 | 11.22 | 670 | 23.16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3,847 | 23.34 | 1,306 | 36.61 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 333 | 99.40 | 113 | 121.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123,154 | 0.81 | 41,820 | 11.59 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2,189 | 1.20 | 743 | 12.07 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9,060 | 0.55 | 3,077 | 11.33 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8,928 | 217.16 | 3,032 | 251.22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,063 | 4,119.17 | 1,719 | 4,675.00 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 15,496 | 100.00 | 5,262 | 121.42 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 23,076 | 36.63 | 7,031 | 25.33 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 18,630 | 60.66 | 6,326 | 77.90 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 209 | 71 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 747 | 254 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,708 | 0.13 | 2,278 | 10.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4,188 | 0.77 | 1,422 | 11.62 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 76,847 | 4.03 | 26,095 | 15.17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10,419 | 2.24 | 3,536 | 12.72 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 67,033 | 264.05 | 23 | 340.00 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3,606 | 0.25 | 1,225 | 10.97 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 389 | 10.51 | 132 | 23.36 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 508 | 24.82 | 172 | 38.71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,302 | 2.29 | 4,521 | 13.22 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 2,842 | 965 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 419,418 | 9.90 | 142,422 | 21.66 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 816 | 277 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2,259 | 1.57 | 767 | 12.46 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,018 | 24.18 | 685 | 37.55 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 8,107 | 0.10 | 2,753 | 10.79 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 590 | 200 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 53,081 | 47.90 | 18,025 | 63.74 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,054 | 3.27 | 698 | 14.26 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 9,280 | 1.25 | 3,151 | 12.10 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1,726 | 6.15 | 586 | 17.47 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 2,316 | 0.04 | 787 | 10.70 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 45,338 | 193.49 | 15,395 | 224.93 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7,334 | 55.71 | 2,490 | 72.44 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 507 | 0.40 | 172 | 10.97 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 663 | 1.53 | 225 | 12.50 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 13,038 | 22.27 | 4,427 | 35.38 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 5,007 | 3,283.11 | 1,700 | 3,677.78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,801 | 0.42 | 1,631 | 11.19 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 466,465 | 2,783.33 | 158,398 | 3,092.20 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 90,228 | 4.82 | 30,639 | 16.04 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 112,672 | 57.35 | 38,260 | 74.19 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3,186 | 1,082 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 681 | 0 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 17,144 | 3.90 | 5,101 | 7.32 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7,153 | 0.07 | 2,429 | 10.81 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 536 | 1.52 | 182 | 13.04 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 35,283 | 0.79 | 11,981 | 11.59 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1,057 | 0.19 | 359 | 11.15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,006 | 0.04 | 1,700 | 10.76 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 54,197 | 3.53 | 18,404 | 14.61 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4,919 | 14.10 | 1,670 | 26.32 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 5,546 | 0.02 | 1,883 | 10.76 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 5,037 | 0.26 | 1,710 | 10.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14,908 | 12.82 | 5,062 | 27.57 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 658 | 223 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 4,793 | 0.10 | 1,628 | 10.83 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16,979 | 26,021.54 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 797 | 10.08 | 271 | 21.62 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 86,027 | 0.45 | 29,212 | 11.20 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 8,270 | 0.11 | 2,808 | 10.68 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 23,821 | 57.40 | 8,089 | 74.26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,357 | 2.87 | 9,629 | 13.89 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 7,457 | 4.62 | ||||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 12,250 | 22.39 | 3,732 | 12.27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1,403 | 19.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,019 | 12.66 | 6,259 | 27.58 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 2,352 | 73.84 | 799 | 92.29 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 43,406 | 0.00 | 15 | 7.69 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 2,329 | 142.86 | 791 | 168.71 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2,535 | 33.99 | 861 | 48.28 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4,268 | 127.02 | 1,449 | 151.56 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 615 | 209 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 644 | 219 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,842 | 11.43 | 625 | 23.52 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 934 | 317 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 1,049 | 356 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,334 | 17.52 | 793 | 30.05 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 687 | 26.52 | 233 | 40.36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,606 | 1.40 | 885 | 12.18 | ||||
| 2025-08-12 | 13F | Ade, Llc | 5,481 | 0.16 | 1,861 | 10.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6,000 | 25.00 | 2,037 | 38.38 | |||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 1,306 | 68.52 | 443 | 86.92 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 10,717 | 16.41 | 3,265 | 6.80 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 2,604 | 38.22 | 884 | 53.21 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10,133,793 | 3.18 | 3,441,132 | 14.22 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 14,482 | 23.43 | 4,918 | 36.66 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 33,497 | 5.74 | 11,375 | 17.05 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 25,657 | 0.57 | 8,712 | 11.34 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 1,711 | 3.07 | 581 | 14.15 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1,268 | 431 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 353 | 6.33 | 120 | 17.82 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 64 | 22 | ||||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1,799 | 4.84 | 611 | 15.97 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2,895 | 67.83 | 983 | 85.82 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 653 | 222 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 138,156 | 52.54 | 46,914 | 68.86 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1,632 | 0.25 | 554 | 11.02 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 612 | 208 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 14,011 | 0.04 | 4,758 | 5.24 | ||||
| 2025-08-11 | 13F | Eq Llc | 4,595 | 0.02 | 1,560 | 10.72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,307 | 32.29 | 444 | 46.20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 13,035 | 0.97 | 4,450 | 15.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 497,173 | 2.37 | 168,825 | 13.33 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 1,170 | 0.17 | 397 | 10.89 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 4,194 | 11.28 | 1,284 | 11.07 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3,270 | 1,110 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 540 | 1,073.91 | 184 | 1,207.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 54,769 | 2,605.98 | 18,598 | 2,899.52 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1,840 | 0.22 | 625 | 10.83 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 4,467 | 0.20 | 1,517 | 10.90 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,351 | 17.79 | 2,157 | 30.43 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4,819 | 31.16 | 1,636 | 45.29 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 29,193 | 1.57 | 9,913 | 12.44 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 21,858 | 5.28 | 7,422 | 16.55 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 993 | 337 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 3,042 | 9.58 | 1,033 | 21.27 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 19,087 | 1.07 | 6,481 | 11.90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 50,800 | 0.20 | 17,250 | 10.93 | |||
| 2025-07-14 | 13F | Scharf Investments, Llc | 1,886 | 7.34 | 641 | 18.74 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6,979 | 1.16 | 2,370 | 11.96 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 17,081 | 5.76 | 5,800 | 17.10 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 89,426 | 2.01 | 30,366 | 12.93 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 814 | 276 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 1,969 | 19.48 | 669 | 32.28 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 1,559 | 529 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 57,101 | 181.08 | 19,390 | 211.17 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 8,457 | 2,872 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6,564 | 16.05 | 2,229 | 28.49 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 99,135 | 109.04 | 33,497 | 131.49 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 632 | 214 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 405 | 8.00 | 138 | 19.13 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 17,927 | 87.48 | 6,087 | 107.53 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 1,854 | 0.11 | 629 | 10.74 | ||||
| 2025-04-01 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | -34,007 | -11,296 | |||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3,222 | 0.25 | 1,094 | 11.07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 5,311 | 3.29 | 1,804 | 14.33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,849 | 10.39 | 628 | 22.22 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 5,921 | 2.37 | 2,011 | 13.30 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,603 | 49.98 | 1,553 | 65.92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,768,103 | 14.86 | 1,619,105 | 27.15 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 643 | 218 | ||||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 32,461 | 0.61 | 11,023 | 11.38 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 178 | 42.40 | 60 | 57.89 | ||||
| 2025-08-13 | 13F | State Board Of Administration Of Florida Retirement System | 60,000 | 20,374 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,370,878 | 6.74 | 465,509 | 18.16 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 4,522 | 1,536 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6,675 | 7.37 | 2,294 | 20.29 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 3,764 | 0.16 | 1,278 | 10.85 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3,296 | 111.55 | 1,119 | 134.59 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 990 | 336 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 875 | 32.58 | 297 | 47.03 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 615 | 217 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 55,913 | 30.03 | 18,987 | 43.94 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 29,906 | 0.33 | 9,173 | -4.48 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 10,229 | 0.25 | 3,473 | 10.99 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 620 | 211 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 414,161 | 16.79 | 140,636 | 29.29 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 1,702 | 0.29 | 578 | 9.49 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 71,519 | 1.72 | 24,286 | 12.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,447,669 | 1.94 | 831,155 | 12.85 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10,055 | 0.66 | 3,414 | 11.46 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 43,351 | 4.62 | 14,721 | 15.81 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1,957 | 671 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,007 | 2.73 | 1,700 | 13.79 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 39,026 | 3.42 | 13,252 | 14.50 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 45,838 | 24.17 | 13,965 | 13.90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 46,149 | 16.80 | 15,671 | 29.30 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 29 | 10 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 2,969 | 1.02 | 1,008 | 11.88 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,757 | 9.62 | 958 | 23.01 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 85,468 | 134.48 | 29,022 | 159.59 | ||||
| 2025-07-18 | 13F | United Bank | 650 | 221 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1,245 | 6.23 | 423 | 17.55 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,660 | 0.61 | 509 | -4.14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,386 | 0.07 | 471 | 10.85 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3,057 | 3.10 | 1,038 | 14.19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,073 | 0.89 | 1,383 | 11.63 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 1,887 | 641 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 158 | 54 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 22,049 | 622.44 | 7,487 | 700.75 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 19,687 | 0.11 | 6,685 | 10.83 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 2,251 | 0.27 | 764 | 11.05 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 333 | 19.35 | 113 | 32.94 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 447 | 15.21 | 152 | 26.89 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 18,351 | 10.33 | 6,231 | 22.13 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 1,278 | 0.24 | 434 | 11.03 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 613 | 7.36 | 208 | 18.86 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1,010 | 6.32 | 343 | 17.53 | ||||
| 2025-08-07 | 13F | Laffer Investments | 1,626 | 552 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 12,734 | 117.86 | 4,324 | 141.29 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 2,263 | 0.27 | 768 | 10.98 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,998 | 0.56 | 1,697 | 11.35 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,267 | 1.49 | 2,128 | 12.30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,218 | 16.19 | 753 | 28.72 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,811 | 27.84 | 1,294 | 41.58 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13,053 | 9.88 | 4,432 | 21.66 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4,372 | 1 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17,038 | 6 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 650 | 227 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1,646 | 1.23 | 559 | 12.05 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 696 | 2.50 | 236 | 13.46 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 85,117 | 5.10 | 28,903 | 16.34 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 8,878 | 57.24 | 3,015 | 74.12 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 59,388 | 0.01 | 20 | 11.11 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 8,926 | 15.44 | 3,031 | 27.84 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 48,698 | 2.95 | 16,536 | 13.97 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 1,469 | 42.07 | 499 | 57.41 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 48,706 | 0.14 | 16,539 | 10.86 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 44,810 | 25.72 | 13,652 | 15.31 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 10,639 | 254.99 | 3,613 | 293.04 | ||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 19,400 | 30.06 | 5,911 | 19.30 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12,933 | 2.86 | 4,392 | 13.87 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 11,847 | 350.63 | 4,023 | 399.13 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 828 | 0.12 | 281 | 11.07 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 601 | 204 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37,407 | 4.02 | 12,702 | 15.15 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 10,900 | 11.53 | 3,701 | 23.49 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 9,045 | 10.79 | 3,071 | 22.64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 67,143 | 74.19 | 22,800 | 92.84 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 435 | 148 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16,013 | 9.66 | 5,438 | 21.42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,333 | 2.32 | 792 | 13.30 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13,765 | 36.23 | 4,674 | 50.82 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1,304 | 33.20 | 443 | 47.33 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 9,025 | 22.12 | 3,065 | 35.22 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 779 | 265 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 1,106 | 19.05 | 375 | 31.58 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,537 | 12.43 | 1,201 | 24.46 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 607 | 206 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2,117 | 719 | ||||||
| 2025-08-14 | 13F | Family Office Research LLC | 772 | 0.13 | 262 | 11.02 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 73,430 | 1.62 | 24,935 | 12.49 | ||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 31,387 | 14.34 | 9,563 | 4.88 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 1,259 | 428 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 1,272 | 0.24 | 432 | 10.80 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 18,193 | 21.99 | 5,543 | 11.89 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 66,134 | 26.46 | 20,286 | 20.40 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,585 | 5.18 | 3,934 | 16.43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,176 | 1,078 | ||||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 9,112 | 0.04 | 3,094 | 10.78 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8,705 | 2,956 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 1,529 | 0.26 | 519 | 11.13 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 8,901 | 3,023 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 77,307 | 6.46 | 26,251 | 17.86 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 55 | 19 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6,470 | 137.34 | 2,197 | 162.68 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 15,809 | 0.22 | 5,368 | 10.95 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,960 | 12.25 | 2,787 | 29.99 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 950 | 323 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80,024 | 2.18 | 27,174 | 13.11 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,721 | 39.01 | 584 | 54.09 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 34,816 | 0.27 | 11,823 | 10.99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,861 | 177.35 | 632 | 208.29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122,238 | 0.27 | 42,417 | 13.43 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 631 | 214 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,415 | 63.39 | 480 | 81.13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189,403 | 2.10 | 64,316 | 13.02 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 9,955 | 0.25 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,771 | 161.05 | 3,318 | 189.02 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 625 | 212 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 3,759 | 1.35 | 1,276 | 12.23 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 3,469 | 1,132 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 687 | 233 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3,497 | 0.34 | 1,188 | 11.14 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 346,676 | 0.48 | 117,721 | 11.23 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,386 | 1,171.56 | 471 | 1,324.24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 12,453 | 74.80 | 4,229 | 93.50 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 589 | 200 | ||||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 26,639 | 11.15 | 9,046 | 23.04 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16,687 | 0.38 | 5,666 | 11.12 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2,330 | 791 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 742 | 0.13 | 252 | 11.01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 176,650 | 1.90 | 60 | 11.32 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 1,695 | 576 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1,081 | 367 | ||||||
| 2025-08-14 | 13F | Utah Retirement Systems | 20,700 | 99.04 | 7,029 | 120.34 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6,917 | 0.03 | 2,349 | 10.75 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,029 | 689 | ||||||
| 2025-05-27 | NP | FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class | 14,248 | 119.20 | 4,370 | 108.69 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 1,386 | 471 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 51,261 | 0.66 | 17,407 | 11.43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 17,497 | 10.92 | 5,941 | 22.80 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 724 | 246 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 893 | 303 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5,648 | 51.02 | 1,918 | 67.13 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 645 | 219 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 52,649 | 11.62 | 17,878 | 23.56 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,923,970 | 3.99 | 992,892 | 15.12 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 798,988 | 0.78 | 271,312 | 11.56 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,620 | 550 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 127,808 | 25.75 | 43,400 | 39.21 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 21,557 | 1.68 | 7,320 | 12.56 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4,610 | 0.09 | 1,565 | 10.84 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 11,948 | 0.25 | 4,057 | 11.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,188 | 8.48 | 7,534 | 14.34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163,546 | 13.10 | 55,559 | 25.20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,914 | 1.81 | 4,385 | 12.72 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 75,691 | 4.25 | 25,703 | 15.41 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 741 | 4.96 | 252 | 16.20 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,606,643 | 4.31 | 545,568 | 15.48 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 53,804 | 75.27 | 18,270 | 94.03 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 1,048 | 356 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,843 | 6.77 | 1,645 | 18.19 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6,797 | 5.20 | 2,308 | 16.51 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2,683 | 0.26 | 932 | 13.66 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 659,590 | 8.92 | 223,978 | 20.58 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1,307 | 6.00 | 454 | 20.11 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 742 | 252 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,634 | 0.17 | 1,234 | 10.97 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 30,091 | 9,230 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 1,887 | 150.93 | 641 | 178.26 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1,520 | 69.83 | 516 | 88.32 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 4,626 | 0.19 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 2,744 | 0.70 | 932 | 11.50 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 285 | 97 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11,083 | 1,561.62 | 3,763 | 1,744.61 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 7,387 | 1.36 | 2,508 | 12.21 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 617 | 210 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 727 | 0.14 | 247 | 10.31 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21,501 | 16.94 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3,710 | 1,260 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 683 | 3.02 | 237 | 16.75 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 12,924 | 4,389 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 7,530 | 360.27 | 2,310 | 325.23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 745 | 253 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 710 | 7.41 | 241 | 19.31 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,938 | 63.85 | 2,016 | 81.46 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 1,049 | 0.10 | 356 | 10.90 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 22,166 | 2.27 | 7,527 | 13.21 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,288,976 | 1.65 | 437,698 | 12.52 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 678 | 0.30 | 230 | 11.11 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 754 | 0.13 | 256 | 10.39 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 287 | 97 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 944 | 0.21 | 321 | 11.11 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 35,746 | 53.71 | 10,965 | 46.34 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 820 | 0.12 | 278 | 10.76 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4,541 | 11.41 | 1,542 | 23.28 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 827 | 0.73 | 281 | 11.55 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 533 | 10.81 | 181 | 22.45 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 88,503 | 0.51 | 30,053 | 11.27 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 256 | 56.10 | 87 | 74.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 13,830 | 2.80 | 4,696 | 13.81 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 535,883 | 5.34 | 181,970 | 16.61 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 215 | 73 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 11,576 | 7.89 | 3,931 | 19.42 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 91 | 75.00 | 31 | 100.00 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 2,177 | 1.21 | 739 | 12.14 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 23 | 8 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 1,332 | 452 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6,982 | 1.32 | 2,371 | 12.16 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,059 | 26.67 | 360 | 40.23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,738 | 3.89 | 1,269 | 15.05 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 619 | 210 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 612 | 208 | ||||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 612 | 208 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 60,168 | 8.33 | 20,431 | 19.92 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 86,155 | 0.13 | 29,256 | 10.84 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7,971 | 28.59 | 2,707 | 42.35 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,538 | 88.25 | 522 | 108.80 | ||||
| 2025-08-14 | 13F | UBS Group AG | 995,872 | 2.10 | 338,168 | 13.03 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 15,483 | 0.25 | 5,258 | 10.98 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 43,104 | 5.47 | 14,637 | 16.75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,770 | 66.78 | 3,997 | 84.66 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 5,643 | 3.48 | 1,916 | 14.59 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 39,242 | 0.33 | 13,325 | 11.08 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8,950 | 0.56 | 3,039 | 11.36 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 8,112 | 164.15 | 2,754 | 192.67 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 7,106 | 1.14 | 2,413 | 11.93 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 2,500 | 849 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1,679 | 2.82 | 570 | 14.00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19,737 | 53.98 | 6,702 | 70.49 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 1,525 | 52.96 | 520 | 70.49 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,421 | 0.07 | 483 | 10.80 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 623 | 212 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 657 | 226 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 2,278 | 0.09 | 774 | 10.74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 175,920 | 1.17 | 59,737 | 12.00 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman Core Equity ETF | 8,133 | 22.01 | 2,636 | 21.15 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 18,005 | 6,114 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1,478 | 502 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 42,443 | 0.41 | 14,791 | 14.08 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2,125 | 722 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 81,268 | 2.47 | 27,596 | 13.44 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 119,766 | 0.88 | 40,669 | 11.68 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 3,698 | 97.23 | 1,271 | 134.50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77,585 | 3.37 | 26,166 | 14.13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 749,361 | 1.57 | 254,460 | 12.44 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 402 | 137 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 551 | 0.18 | 187 | 11.31 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 81,872 | 0.30 | 27,801 | 11.03 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 4,790 | 16.55 | 1,629 | 29.21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 2,440 | 1.79 | 829 | 12.65 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 2,549 | 5.29 | 888 | 19.68 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 982 | 333 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 32,274 | 0.61 | 10,959 | 11.38 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1,654 | 0.12 | 562 | 10.87 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,760 | 20.09 | 1,277 | 32.92 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 982 | 0.20 | 341 | 13.67 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23,019 | 7.46 | 7,817 | 18.96 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,526 | 17.02 | 518 | 29.50 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,405,034 | 3.29 | 477,107 | 14.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,344,682 | 5.09 | 456,614 | 16.34 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,138 | 37.93 | 1,066 | 52.80 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 692 | 235 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,524 | 18.38 | 2,555 | 31.09 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,129 | 0.18 | 1,742 | 10.89 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,644 | 1.11 | 2,256 | 11.96 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 11,750 | 13.38 | 3,990 | 25.52 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2,145 | 0.19 | 728 | 10.98 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5,271 | 0.06 | 1,790 | 10.77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4,828 | 10.13 | 1,657 | 29.27 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 3,542 | 2.97 | 1,203 | 13.93 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1,804 | 12.47 | 613 | 24.64 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 303,806 | 0.02 | 103,164 | 10.72 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 49,633 | 52.81 | 16,854 | 69.17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,305 | 28.62 | 1,462 | 35.53 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 115,293 | 313.13 | 39,150 | 357.36 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 102,283 | 6.31 | 34,732 | 17.68 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 58,430 | 10.48 | 20 | 18.75 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 626 | 213 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 390 | 353.49 | 132 | 407.69 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 51,890 | 4.18 | 17,620 | 15.33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,785 | 20.12 | 1,965 | 33.04 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2,569 | 5.55 | 872 | 16.89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 178,911 | 7.82 | 60,753 | 13.64 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 64,881 | 11.09 | 22,032 | 22.98 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 134 | 4.69 | 46 | 15.38 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 673 | 229 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 939 | 6.46 | 319 | 17.78 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,703 | 55.52 | 1,597 | 72.17 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 872 | 296 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 12,430 | 108.70 | 4,221 | 131.11 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1,033 | 3.51 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,042 | 3.29 | 2,731 | 13.94 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 7,463 | 147.53 | 2,534 | 174.24 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2,744 | 37.27 | 932 | 51.88 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1,021 | 10.50 | 347 | 22.26 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 132,571 | 11.10 | 45,017 | 22.99 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 4,403 | 148.34 | 1,495 | 175.32 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 672 | 228 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 904 | 307 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 915 | 40.12 | 311 | 55.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 418,739 | 1.68 | 142,191 | 12.56 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,860 | 632 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 257,112 | 11.71 | 87,307 | 23.67 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,374 | 1,146 | ||||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 42,508 | 30.32 | 12,951 | 19.53 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4,827 | 10.66 | 1,639 | 22.59 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,849 | 21.25 | 628 | 34.48 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 8,397 | 1.02 | 2,851 | 11.85 | ||||
| 2025-06-18 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 | 42,949 | 87.64 | 13,085 | 72.13 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 59,813 | 27.49 | 20,311 | 41.13 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 112,795 | 4.86 | 38,360 | 16.25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 934,666 | 1.86 | 317,385 | 12.76 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 184,834 | 2.29 | 62,764 | 13.23 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1,975 | 671 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 94 | 11.90 | 32 | 24.00 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 992 | 337 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,212 | 4.74 | 1,770 | 15.99 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 12,862 | 7.99 | 4,368 | 19.55 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 1,798 | 10.10 | 611 | 22.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 185,502 | 21.06 | 62,991 | 34.01 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 19,108 | 6.52 | 6,491 | 18.02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,667 | 7,697 | ||||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 1,847 | 0.27 | 634 | 12.21 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,048 | 356 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,418 | 18.56 | 1,161 | 31.22 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14,630 | 4,968 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 1,015 | 11.05 | 345 | 22.86 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,365 | 803 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,875 | 25.92 | 637 | 39.47 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1,314 | 1.00 | 446 | 11.78 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 622 | 211 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2,681 | 910 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3,958 | 1.05 | 1,344 | 11.91 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3,311 | 251.49 | 1,130 | 292.36 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 11,376 | 2.23 | 3,863 | 13.16 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 15,005 | 0.24 | 5,095 | 10.98 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 3,318 | 0.27 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 91,027 | 0.48 | 30,910 | 11.23 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 4,853 | 5.59 | 1,648 | 16.89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,342 | 97.40 | 1,135 | 118.50 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 27,085 | 4.19 | 9,197 | 15.34 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4,764 | 23.55 | 1,617 | 35.12 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 45,101 | 16.89 | 15,315 | 29.40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,700 | 3,633 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,828,766 | 5.74 | 3,654,390 | 16.99 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8,936 | 70.70 | 3,035 | 89.03 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 30 | 9 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 232 | 79 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 29,886 | 3,884.80 | 10,148 | 4,312.17 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 14,021 | 0.31 | 4,761 | 11.06 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,214,071 | 318 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 12,516 | 34.74 | 4,250 | 49.18 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15,283 | 0.04 | 5,190 | 10.73 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 60 | 87.50 | 20 | 122.22 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3,305 | 135.23 | 1,122 | 160.93 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 71,232 | 4.02 | 24,188 | 15.16 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14,455 | 4.27 | 4,908 | 15.43 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 870 | 267 | ||||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 129,694 | 44,040 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 69,892 | 23,733 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 129 | 45 | ||||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 8,998 | 0.25 | 3,056 | 10.97 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 3,085 | 428 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11,651 | 3,956 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 643 | 218 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 638 | 217 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 5,782 | 0.19 | 1,963 | 10.90 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 39,887 | 0.04 | 13,545 | 10.74 | ||||
| 2025-07-30 | 13F | Sentry LLC | 1,497 | 0.07 | 508 | 10.68 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 662 | 0.30 | 202 | -5.19 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 591 | 201 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 4,772 | 1.66 | 1,620 | 12.58 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 341 | 193.97 | 116 | 228.57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,045 | 22.13 | 1,713 | 35.20 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 3,494 | 0.11 | 1,194 | 13.18 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 5,043 | 1,712 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 1,500 | 0.67 | 509 | 11.62 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 1,088 | 8.80 | 370 | 20.59 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,265 | 0.62 | 769 | 11.45 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 10,100 | 6.91 | 3,489 | 30.97 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 36,865 | 33.33 | 11,232 | 22.29 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4,802 | 3.98 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,171 | 2.68 | 2,435 | 13.68 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 2,026 | 18.00 | 688 | 30.61 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 10,262 | 323.87 | 3,485 | 369.54 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,121 | 0.09 | 720 | 10.77 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 750 | 258 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 111,619 | 4.87 | 37,903 | 16.09 |
