Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di VanEck ETF Trust - VanEck Morningstar Wide Moat ETF meliputi GGM Financials LLC, XY Planning Network, Inc., Tactive Advisors, LLC, MFUL - Mindful Conservative ETF, Tradewinds, LLC., Strategic Family Wealth Counselors, L.L.C., Schechter Investment Advisors, LLC, Pure Financial Advisors, Inc., First International Bank of Israel Ltd., Old National Bancorp /in/, Winthrop Advisory Group LLC, Roman Butler Fullerton & Co, GenTrust, LLC, Cambria Investment Management, L.P., Rakuten Investment Management, Inc., ENDW - Cambria Endowment Style ETF, Millstone Evans Group, LLC, Exchange Traded Concepts, Llc, Garde Capital, Inc., dan Family Legacy Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11,189 | 14,818.67 | 1,049 | 17,383.33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,918 | 274 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59,441 | 129.51 | 5,575 | 144.58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 327 | 483.93 | 31 | 650.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | 116.67 | 61 | 130.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 993,184 | 12.51 | 93,012 | 20.15 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 35 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33,327 | 3,126 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 161,073 | 0.91 | 14,174 | -4.23 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3,175 | 279 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 111,627 | 0.24 | 9,823 | -4.87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79,633 | 556.44 | 7,469 | 599.91 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 168 | 16 | ||||||
| 2025-08-01 | 13F | Mendel Money Management | 13,504 | 0.56 | 1,267 | 7.20 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,185 | 35.19 | 299 | 44.44 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24,107 | 7.62 | 2,261 | 14.66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,314 | 1.74 | 498 | 8.50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35,443 | 1.54 | 3,324 | 2.72 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3,001 | 57.86 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 616,184 | 2.09 | 57,792 | 8.80 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 20,409 | 1.62 | 1,914 | 8.32 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6,352 | 50.99 | 596 | 60.81 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 20,812 | 3.38 | 1,952 | 10.16 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 905 | 12.42 | 85 | 20.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 84,532 | 108.72 | 7,928 | 122.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 83,652 | 1.86 | 8,113 | 15.36 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 160,205 | 252.75 | 15,026 | 276.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3,022 | 283 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 34,774 | 0.92 | 3,261 | 7.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,997 | 61.07 | 750 | 72.02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30,197 | 2.40 | 2,832 | 9.13 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,342 | 7.50 | 407 | 14.65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2,652 | 249 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 53,883 | 7.04 | 5,054 | 14.09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17,494 | 11.71 | 1,641 | 36.89 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2,200 | 218 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 838 | 79 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 17,922 | 15.80 | 1,681 | 23.44 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 2,200 | 206 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5,824 | 546 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49,401 | 2.46 | 4,633 | 9.19 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2,179 | 204 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 70,636 | 1.17 | 6,625 | 7.83 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 23,063 | 1.41 | 2,163 | 8.10 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 179,814 | 10.86 | 16,865 | 18.14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 61 | 6 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5,922 | 0.44 | 555 | 7.14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105,441 | 2.67 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 6,949 | 14.80 | 652 | 22.37 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 436,493 | 6.60 | 40,939 | 13.61 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,184 | 2.80 | 486 | 9.71 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,067 | 100 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4,322 | 71.44 | 405 | 83.26 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 168,555 | 0.94 | 15,809 | 7.58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26,539 | 12.83 | 2,489 | 20.30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11,771 | 41.14 | 1,104 | 50.61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 291,184 | 310.88 | 27,310 | 337.94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 12 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26,346 | 11.34 | 2,471 | 18.64 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23,652 | 22.61 | 2,218 | 30.70 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15,690 | 0.59 | 1,472 | 7.22 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 69,511 | 8.47 | 5,983 | -2.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175,756 | 1.77 | 16,484 | 8.47 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10,784 | 1,011 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 162,111 | 1.09 | 15,204 | 7.75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 182,535 | 34.20 | 17 | 30.77 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 56,045 | 19.06 | 5,256 | 26.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 715,951 | 9.57 | 67,149 | 16.78 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27,426 | 0.10 | 2,572 | 6.72 | ||||
| 2025-07-31 | 13F | United Community Bank | 15,600 | 0.16 | 1,463 | 6.79 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 94,836 | 249.09 | 8,895 | 272.60 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1,524 | 137 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,093 | 103 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 63,834 | 3.71 | 5,987 | 10.52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 209,343 | 0.49 | 19,634 | 7.10 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13,660 | 121.90 | 1,281 | 136.78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2,223 | 208 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,411 | 33.13 | 209 | 28.40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 316,538 | 8.02 | 29,688 | 15.13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 375,034 | 0.55 | 35,174 | 7.16 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 13,697 | 2.85 | 1,285 | 9.65 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,039 | 97 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 14,679 | 1,292 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65,807 | 54.99 | 6,172 | 65.20 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 302 | 28 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 460,995 | 31.83 | 43,237 | 40.51 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30,491 | 445.26 | 2,860 | 481.10 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53,868 | 1,645.56 | 5,052 | 1,771.11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,254 | 1.19 | 493 | 7.89 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 795 | 75 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34,696 | 3,254 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 166,709 | 10.86 | 15,636 | 18.16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 20,657 | 24.69 | 1,937 | 32.94 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 57,131 | 0.45 | 5,358 | 7.07 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10,376 | 2.75 | 973 | 9.57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 7,724 | 61.96 | 724 | 72.79 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 81 | 113.16 | 8 | 133.33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 12,208 | 2,990.63 | 1,145 | -42.25 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 361 | 32 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 357,975 | 1.76 | 33,575 | 8.46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,990 | 4.51 | 280 | 5.66 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 45,889 | 4.90 | 4,304 | 11.80 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20,958 | 6.61 | 1,966 | 13.58 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 2,896 | 267 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1,928 | 169 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 14,890 | 0.06 | 1,397 | 6.65 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 27 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47,978 | 6.71 | 4,500 | 13.73 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 81,322 | 0.55 | 7,877 | 10.68 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5,435 | 0.74 | 478 | -4.40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 161,062 | 62.63 | 15,106 | 73.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,123 | 153.02 | 2,638 | 169.63 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,095 | 0.39 | 478 | 6.95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57.14 | 69 | 68.29 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 585,101 | 1.21 | 54,877 | 7.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,382,924 | 25.53 | 129,704 | 33.79 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8,094 | 4.12 | 759 | 10.96 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 38,604 | 6.14 | 3,621 | 13.13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3,795 | 14.97 | 356 | 22.41 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 431 | 22.79 | 40 | 33.33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98,086 | 0.60 | 9,199 | 7.25 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5,063 | 6.23 | 475 | 13.13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27,526 | 12.81 | 2,582 | 13.25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,196 | 74.45 | 675 | 85.67 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 14,146 | 17.68 | 1,327 | 25.45 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,757 | 13,685.00 | 259 | 25,700.00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 267,876 | 25,124 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 7,275 | 15.11 | 721 | 34.08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 247,757 | 560.88 | 23,237 | 604.36 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 7,967 | 17.73 | 747 | 25.55 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 65,430 | 583.41 | 2,837 | 236.82 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2,153 | 202 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 163,530 | 2.23 | 15,337 | 8.96 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 375,332 | 2.37 | 35,202 | 9.11 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6,642 | 1.14 | 623 | 7.80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 188 | 18 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42,153 | 63.02 | 3,954 | 64.91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3,253 | 24.26 | 305 | 32.61 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,344 | 269.72 | 220 | 298.18 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 99,780 | 21.98 | 9,358 | 30.01 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 27,942 | 5.41 | 2,621 | 12.35 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24,708 | 0.28 | 2,317 | 6.87 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 123,670 | 5.19 | 11,979 | 15.77 | ||||
| 2025-08-12 | 13F | Bokf, Na | 93 | 9 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 360 | 34 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3,387 | 30.97 | 328 | 44.05 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4,362 | 1.51 | 409 | 8.20 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20,958 | 6.61 | 1,966 | 13.58 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 27,886 | 0.07 | 2,615 | 6.65 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56,481 | 14.43 | 5,297 | 21.97 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97,525 | 51.06 | 9,147 | 60.99 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 105,170 | 1.61 | 9,864 | 8.30 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8,560 | 68.04 | 803 | 101.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,210 | 2.37 | 113 | 8.65 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 11,245 | 14.16 | 1,055 | 21.71 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 333 | 29 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 11,671 | 3.70 | 1,095 | 10.51 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 318,291 | 6.33 | 29,853 | 13.33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 24,220 | 0.90 | 2,272 | 7.53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2,796 | 262 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5,105 | 2.10 | 479 | 8.64 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 154,250 | 6.86 | 14,467 | 13.90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,706 | 22.74 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24,375 | 0.62 | 2,286 | 7.27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29,611 | 89.16 | 2,777 | 102.41 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 33,795 | 7.03 | 3,170 | 14.07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,597 | 6.33 | 337 | 13.47 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 56,872 | 2.68 | 5,334 | 9.42 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13,736 | 1.36 | 1,288 | 8.05 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,308 | 7.97 | 498 | 15.05 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,209 | 207 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 587,865 | 5.08 | 55,136 | 11.99 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4,472 | 0.45 | 419 | 7.16 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3,584 | 0.50 | 347 | 10.54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 812 | 76 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 584 | 55 | ||||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 196,647 | 1.55 | 18,444 | 8.23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 275 | 26 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,385 | 142.78 | 599 | 158.87 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,240 | 59.46 | 398 | 70.39 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,364 | 222 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2,829 | 265 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 303,887 | 1.61 | 28,502 | 8.29 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 323 | 30 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,849 | 0.01 | 1,393 | 6.58 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39,615 | 6.88 | 3,715 | 13.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 180,565 | 1.13 | 16,935 | 7.78 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13,737 | 9.63 | 1,288 | 16.88 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 122 | 11 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15,256 | 312.10 | 1,431 | 340.00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 89,774 | 1.80 | 8,420 | 8.49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,493 | 37.80 | 609 | 47.10 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4,566 | 428 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 67,359 | 2.86 | 6,318 | 9.61 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 46,840 | 2.60 | 4,393 | 9.36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21,778 | 1.68 | 2,043 | 8.39 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2,250 | 211 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 77,770 | 11.88 | 7 | 16.67 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 131,937 | 5.26 | 12,374 | 12.18 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 658,546 | 6.42 | 61,765 | 13.42 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 46,712 | 19.17 | 4,381 | 27.02 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3,261 | 21.41 | 306 | 29.24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,598 | 3,808 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205,235 | 7.74 | 19,249 | 14.84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | 134.38 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 52,012 | 15.27 | 4,878 | 22.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,400 | 285.00 | 1,444 | 310.23 | |||
| 2025-07-17 | 13F | XML Financial, LLC | 43,221 | 4.48 | 4,054 | 11.35 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38,981 | 10.37 | 3,656 | 17.63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 227,611 | 1.55 | 21,348 | 8.23 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6,049 | 7.98 | 567 | 15.24 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 96,121 | 0.24 | 9,015 | 6.84 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 2,079,163 | 14.90 | 195,005 | 22.46 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 40,145 | 0.48 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,542 | 18.22 | 332 | 26.24 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 126,752 | 2.68 | 11,888 | 9.45 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132 | 12 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,467 | 10.84 | 325 | 18.18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 55,194 | 4.73 | 5,177 | 11.62 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 890 | 83 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 547,529 | 1.95 | 51,353 | 8.65 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 312,899 | 84.34 | 29,347 | 96.47 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 5,542 | 136.23 | 520 | 151.94 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6,690 | 627 |
