Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Russell 3000 ETF meliputi American Family Investments, Inc., Vigilare Wealth Management, Glenmede Investment Management, LP, Empowered Funds, LLC, Signature Resources Capital Management, LLC, Miramar Fiduciary Corp, Cambria Investment Management, L.P., ENDW - Cambria Endowment Style ETF, BCS Private Wealth Management, Inc., Tableaux Llc, Timonier Family Office, LTD., Midwest Trust Co, Wellspring Financial Advisors, LLC, Carter Financial Group, INC., Kesler, Norman & Wride, LLC, Skopos Labs, Inc., Sentinel Wealth Management, Inc., Tribridge Partners Financial LLC, Hancock Whitney Corp, dan M3 Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 28,258 | 5.36 | 9,918 | 16.42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4,179 | 0.02 | 1,467 | 10.47 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 92,462 | 3.53 | 32,452 | 14.40 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,328 | 5.87 | 2,090 | 6.58 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 574 | 201 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 765 | 0.13 | 269 | 10.74 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 57,830 | 7.54 | 20,298 | 18.84 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 1,906 | 1 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,659 | 38.53 | 1,986 | 53.12 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 576 | 210 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,258 | 44.84 | 793 | 60.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 76 | 27 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49,127 | 12.23 | 17,244 | 24.01 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10,544 | 47.82 | 3,701 | 123,266.67 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,940 | 681 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 39,424 | 2.31 | 13,838 | 13.05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,013 | 0.25 | 707 | 10.83 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2,817 | 0.32 | 989 | 10.89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,596 | 260.06 | 911 | 297.82 | ||||
| 2025-08-04 | 13F | Balentine LLC | 49,094 | 0.26 | 17,232 | 10.79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 450,539 | 15.95 | 158,217 | 28.19 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 754 | 0.13 | 265 | 10.46 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,671 | 6.59 | 3,745 | 17.80 | ||||
| 2025-07-07 | 13F | Trust Co | 34 | 3.03 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,873 | 0.03 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3,189 | 0.28 | 1,119 | 10.79 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,670 | 398.51 | 586 | 452.83 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1,401 | 2.49 | 492 | 13.13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,250 | 28.51 | 6 | 50.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 363,288 | 13.86 | 127,514 | 25.82 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 403 | 0.25 | 142 | 11.02 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 25,526 | 5.34 | 8,960 | 16.40 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 3,702 | 0.84 | 1,299 | 11.41 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,361 | 18.93 | 7 | 40.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 131 | 46 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,466 | 18.16 | 866 | 30.08 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 1,039 | 0.78 | 365 | 11.31 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 121,375 | 2.25 | 42,603 | 12.99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,679 | 71.42 | 4 | 100.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12,401 | 7.34 | 4,353 | 18.62 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 135,897 | 1.39 | 47,700 | 12.04 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1,639 | 0.31 | 575 | 10.79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 546 | 232.93 | 192 | 267.31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,120 | 1,300.00 | 393 | 1,472.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 37,445 | 4.12 | 13,328 | 16.68 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 200 | 70 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24,012 | 194.55 | 8,428 | 225.53 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,700 | 597 | ||||||
| 2025-08-08 | 13F | Creative Planning | 36,493 | 0.45 | 12,809 | 11.00 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 14,597 | 3.80 | 5,124 | 14.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 942 | 29.22 | 330 | 42.86 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 19,360 | 100.00 | 6,795 | 121.05 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 654 | 230 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 650 | 228 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,613 | 40.39 | 3,023 | 55.18 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5,341 | 1,875 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5,341 | 1,789 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2,341 | 0.26 | 822 | 10.80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,434 | 84.79 | 503 | 104.47 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 43,491 | 16.96 | 15,265 | 29.24 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 28 | 10 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 15,025 | 0.81 | 5,274 | 11.41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3,900 | 387.50 | 1,369 | 438.58 | |||
| 2025-08-05 | 13F | Huntington National Bank | 99 | 308.33 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 175 | 96.63 | 62 | 117.86 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 8,491 | 2,980 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 28,340 | 28.58 | 9,947 | 42.08 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 6,464 | 5.90 | 2,269 | 17.03 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 44,596 | 0.09 | 15,653 | 10.60 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 1,127 | 0.54 | 396 | 10.96 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 978 | 343 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 21,032 | 0.06 | 7,382 | 5.08 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 149,329 | 25.49 | 52,415 | 38.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,376 | 6.79 | 834 | 20.55 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 4,675 | 1.32 | 1,641 | 12.01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,277 | 64.88 | 799 | 83.26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,622 | 25.51 | 920 | 38.76 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1,175 | 3.52 | 368 | -3.17 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,038 | 0.10 | 364 | 10.64 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1,893 | 0.11 | 664 | 10.67 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 10,395 | 0.19 | 3,649 | 10.71 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,662 | 0.07 | 1,987 | 10.57 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4,761 | 440 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4,081 | 1.22 | 1,432 | 6.31 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 573 | 201 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 300,769 | 2.25 | 105,570 | 12.99 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 6,142 | 232.36 | 388 | -33.96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,057 | 0.09 | 371 | 10.45 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6,380 | 2,239 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 43,437 | 0.08 | 15,247 | 10.60 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1,087 | 54.40 | 382 | 70.85 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3,716 | 1,180 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 370 | 130 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 738 | 259 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,819 | 0.18 | 990 | 10.75 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 92,577 | 0.54 | 32,495 | 11.09 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,052 | 0.24 | 720 | 10.77 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 22,878 | 0.03 | 8,030 | 10.55 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3,239 | 80.24 | 1,137 | 99.30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,983 | 42.56 | 1,398 | 57.61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 130,645 | 29.40 | 45,856 | 42.99 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 18,223 | 0.26 | 6,396 | 10.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,069 | 1.14 | 375 | 11.94 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,521 | 74.83 | 885 | 93.01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 150,681 | 1.26 | 52,889 | 11.90 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1,891 | 0.05 | 664 | 10.50 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 37,016 | 0.03 | 12,993 | 10.53 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 2,065 | 0.05 | 725 | 10.53 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 2,154 | 756 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,121 | 0.57 | 5,756 | -4.43 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 82,501 | 0.12 | 28,958 | 10.64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 13,308 | 16.89 | 4,227 | 11.09 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 580 | 204 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 26,000 | 26 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,687 | 0.26 | 1,690 | 13.88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3,900 | 62.50 | 1,369 | 79.53 | |||
| 2025-08-12 | 13F | MAI Capital Management | 7,702 | 32.68 | 2,703 | 46.66 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 661 | 0.30 | 232 | 10.53 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 1,651 | 115.82 | 583 | 170.70 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 198 | 0.51 | 69 | 11.29 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 601 | 211 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 104,078 | 3.68 | 36,532 | 14.57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22,066 | 3.02 | 7,921 | 16.42 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 3,852 | 1,359 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,463 | 1.67 | 517 | 12.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 140,371 | 1.81 | 49,270 | 12.50 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,625 | 0.04 | 921 | 10.56 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 21,230 | 7,452 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 77,290 | 1.70 | 27,129 | 11.41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 85,524 | 7.51 | 30,020 | 18.81 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 303 | 0.33 | 106 | 10.42 | ||||
| 2025-06-26 | NP | JHAC - John Hancock Fundamental All Cap Core ETF | 520 | 164 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18,134 | 0.07 | 6,365 | 10.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 151,857 | 7.06 | 53,302 | 18.30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,337 | 2.50 | 820 | 13.26 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 62,968 | 6,079.39 | 22,102 | 6,742.41 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 63,818 | 0.63 | 22,400 | 11.19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,481 | 22.84 | 2,626 | 35.73 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2,040 | 716 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 365,099 | 0.11 | 128,150 | 10.63 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 839 | 5.80 | 295 | 17.13 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 533 | 187 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 83,353 | 1.48 | 29,257 | 12.14 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 10 | 4 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2,541 | 55.22 | 892 | 71.54 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,704 | 1.79 | 1,300 | 12.55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,119 | 1 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6,600 | 4.76 | 2,317 | 15.74 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,179 | 394.37 | 3,573 | 446.18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 347,716 | 4.28 | 122,048 | 15.23 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3,898 | 7.06 | 1,368 | 18.34 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 10,654 | 4.82 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 32,058 | 8.53 | 11,252 | 35.24 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 878 | 6.30 | 308 | 17.56 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 178,520 | 24.73 | 62,661 | 37.84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43,322 | 18.02 | 15,206 | 30.42 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 136,011 | 4.96 | 48,834 | 18.64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 25,407 | 3.44 | 8,918 | 14.31 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 4,833 | 6.81 | 1,696 | 18.02 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,108 | 0.32 | 1 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,305 | 10.50 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 110 | 1.85 | 39 | 5.56 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8,821 | 0.19 | 3,133 | 17.57 | ||||
| 2025-08-14 | 13F | Nepc Llc | 27,847 | 97.26 | 9,774 | 117.98 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 8,918 | 1.84 | 3,130 | 12.55 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 9,001 | 0.09 | 3,159 | 10.61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 57,915 | 35,000.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1,954 | 0.10 | 686 | 10.66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 776 | 0.26 | 0 | |||||
| 2025-04-28 | NP | James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 3,400 | 47.83 | 1,193 | 55.34 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,313 | 6.30 | 3,620 | 17.46 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1,108 | 0.18 | 389 | 10.54 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2,982 | 1,047 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 601 | 211 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1,783 | 0.11 | 626 | 10.62 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20,872 | 22.88 | 7,326 | 35.79 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3,313 | 0.24 | 1,163 | 10.77 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 39,085 | 5.94 | 13,719 | 17.07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,622 | 22.24 | 916 | 35.16 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 700 | 246 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 176 | 214.29 | 62 | 258.82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 281,451 | 26.51 | 98,789 | 39.80 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 68,033 | 1.04 | 23,879 | 11.65 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 768 | 270 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,006 | 305.25 | 704 | 348.41 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 3,542 | 22.05 | 1,243 | 34.96 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,302 | 1.76 | 1,159 | 12.43 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 240 | 24.35 | 84 | 37.70 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4,348 | 8.70 | 1,526 | 20.16 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,280 | 23.45 | 1,502 | 36.42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96,098 | 1.62 | 33,730 | 12.29 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5,217 | 0.27 | 1,831 | 9.51 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 16,859 | 13.25 | 5,917 | 25.15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 34,342 | 1.16 | 12 | 20.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 37,948 | 0.70 | 13,320 | 11.27 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 1,805 | 0.22 | 634 | 10.86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6,474 | 5.13 | 2,273 | 16.16 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5,855 | 14.20 | 2,055 | 26.23 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3,616 | 216.91 | 1,269 | 250.55 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 686 | 241 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 2,433 | 854 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 25,323 | 10.99 | 8,888 | 22.64 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14,258 | 5,005 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,996 | 48.47 | 1,754 | 64.14 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 159,610 | 0.08 | 56,023 | 10.59 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,522 | 3.96 | 534 | 14.84 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1,377 | 0.22 | 483 | 10.78 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 3,115 | 1,093 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 78,284 | 0.94 | 27,478 | 11.54 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 4,468 | 1,568 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,200,738 | 30.98 | 421,459 | 44.73 | ||||
| 2025-08-14 | 13F | UNC Management Company, Inc. | 578,635 | 0.26 | 203 | 10.93 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 624 | 219 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6,593 | 0.12 | 2,314 | 10.66 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 234,376 | 10.69 | 82,266 | 22.32 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 1,479 | 10.62 | 519 | 22.41 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 625 | 219 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3,348 | 90.23 | 1,175 | 110.20 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,603 | 4.91 | 1,967 | 15.92 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 3,189 | 0.03 | 1,119 | 10.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3,619 | 1,270 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,284 | 1.49 | 1,504 | 12.16 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 21,948 | 0.01 | 7,704 | 10.52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,023 | 15.86 | 359 | 28.21 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3,753 | 491.96 | 1,317 | 555.22 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 603 | 212 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 262 | 0.38 | 92 | 10.98 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 157 | 6.80 | 55 | 19.57 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 611 | 214 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 985 | 0.20 | 346 | 10.58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 562 | 204 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 207 | 340.43 | 73 | 414.29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 96,571 | 13.49 | 33,725 | 25.42 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6,100 | 60.53 | 2,141 | 77.38 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4,795 | 0.19 | 1,683 | 10.72 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,591 | 1.14 | 559 | 11.82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,628,319 | 77.34 | 571,540 | 95.96 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 626 | 220 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 18,481 | 6,487 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,414 | 0.68 | 5,059 | 11.26 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5,241 | 2 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,692 | 1.05 | 945 | 11.58 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 14,455 | 10.33 | 5,074 | 21.92 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 9,982 | 1.93 | 3,504 | 12.64 | ||||
| 2025-07-30 | NP | FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176,851 | 260.10 | 59,224 | 256.77 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 19,764 | 406.90 | 6,937 | 460.34 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 55,165 | 4.91 | 19,363 | 15.93 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 5,416 | 796 | ||||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1,312 | 458 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 12,737 | 552.18 | 4,471 | 620.97 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 5,676 | 0.26 | 1,992 | 10.79 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 668 | 234 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 24,593 | 30.56 | 8,632 | 44.30 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 6,364 | 4.67 | 2,234 | 15.64 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 59,192 | 3.40 | 20,776 | 14.26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20,082 | 62,656.25 | 7,049 | 70,380.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1,550 | 544 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 24,806 | 0.13 | 8,707 | 10.64 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 647 | 227 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 1,801 | 8.17 | 632 | 19.70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3,240 | 0.06 | 1,137 | 10.60 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1,271 | 446 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,971 | 18.64 | 1,745 | 31.03 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 130,302 | 0.01 | 45,736 | 10.51 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 34,518 | 12,116 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 891 | 0.22 | 313 | 10.64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 988,203 | 31,808.40 | 124 | -87.49 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3,725 | 4.22 | 1,307 | 15.15 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 918 | 0 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 166,886 | 0.76 | 58,577 | 11.34 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1,882 | 0.27 | 660 | 10.74 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,496 | 1,227 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,451 | 3.94 | 860 | 14.82 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,187 | 13.92 | 417 | 26.06 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,033 | 0.01 | 6,145 | 13.15 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8,031 | 969.37 | 2,819 | 1,079.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,284,865 | 10.70 | 450,988 | 22.33 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5,117 | 1,796 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 18,025 | 16.79 | 6,327 | 29.05 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,055 | 4 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 15,750 | 8,146.07 | 5,528 | 9,113.33 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3,564 | 1,251 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 3,239 | 0.28 | 1,137 | 10.83 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 878 | 0.23 | 308 | 10.79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,716 | 1,304 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 594 | 208 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,893 | 1,366 | ||||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 285 | 100 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 110,516 | 4.56 | 35,104 | -0.64 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 51,225 | 26.68 | 17,980 | 39.98 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 289 | 101 | ||||||
| 2025-07-16 | 13F | Newton One Investments LLC | 583 | 0.17 | 205 | 10.87 |
