Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF meliputi Proficio Capital Partners LLC, BHILX - BHILL Fund Managed Account Completion Shares, Stenger Family Office, LLC, Kraft, Davis & Associates, LLC, RMR Wealth Builders, Mirae Asset Global Investments Co., Ltd., Secure Asset Management, LLC, Vista Investment Partners Ii, Llc, Aviso Financial Inc., Yukon Wealth Management, Inc., Quantinno Capital Management LP, Financial Futures Ltd Liability Co., Journey Advisory Group, LLC, WBIG - WBI BullBear Yield 3000 ETF, Brooks, Moore & Associates, Inc., Consolidated Portfolio Review Corp, Visionary Horizons, LLC, Shared Vision Wealth Group LLC, Allworth Financial LP, dan QALTX - Quantified Alternative Investment Fund Investor Class Shares .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 9 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 124 | 0.81 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29,240 | 0.63 | 1,494 | 1.08 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16,461 | 17.84 | 839 | 18.34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 217,951 | 22.57 | 11,137 | 23.13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6,187 | 19.53 | 316 | 20.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 75 | 1.35 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 173,094 | 3.19 | 8,826 | 3.64 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 239,507 | 3.47 | 12,239 | 3.93 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9,342 | 67.45 | 477 | 68.55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21,620 | 1,105 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6,070 | 310 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10,165 | 149.94 | 519 | 151.94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 146,131 | 17.32 | 7,467 | 17.85 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 44,694 | 323.04 | 2,280 | 325.98 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4,636 | 237 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,451 | 0.42 | 74 | 1.37 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,107 | 210 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 12,114 | 9.09 | 619 | 9.75 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5,453 | 278 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 996 | 51 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,007,793 | 19.25 | 51,498 | 19.79 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3,935 | 201 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 9,364 | 478 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 24,225 | 0.08 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 36,826 | 1,877 | ||||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 166,605 | 8,514 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 115 | 53.33 | 6 | 66.67 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 111,953 | 0.02 | 5,692 | 0.51 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10,093 | 516 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 34,473 | 1,762 | ||||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 364,871 | 23.79 | 18,645 | 24.34 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61,149 | 76.93 | 3,125 | 77.70 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 338,573 | 3.99 | 17,288 | 4.40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,599 | 11.27 | 82 | 10.96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 814,067 | 15.54 | 42 | 17.14 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 54,935 | 1.90 | 2,807 | 2.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,521 | 90.76 | 487 | 92.09 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 11 | 1 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 178,965 | 26.58 | 9,145 | 27.16 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6,803 | 15.40 | 348 | 16.05 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 152,839 | 7.60 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,029 | 0.01 | 359 | 0.56 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5,135 | 1.99 | 262 | 2.34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 20,570 | 2.88 | 1,040 | 2.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 918,189 | 22.27 | 46,891 | 22.95 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23,215 | 24.71 | 1,186 | 25.37 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,436 | 1,004.88 | 278 | 1,008.00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13,864 | 708 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,730 | 0.70 | 293 | 1.74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45,100 | 205.56 | 2,305 | 207.20 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 14,111 | 1.17 | 721 | 1.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,161,807 | 2.48 | 59,368 | 2.94 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 317,803 | 23.54 | 16,240 | 24.09 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 15,215 | 40.24 | 777 | 41.02 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 90,742 | 0.25 | 4,637 | 0.70 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 32,318 | 7.18 | 1,651 | 7.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,161,171 | 18.45 | 161,536 | 18.99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 159,995 | 42.83 | 8,176 | 43.47 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4,889 | 21.59 | 250 | 22.06 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 141,453 | 7,228 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 11,500 | 588 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,609,179 | 12.04 | 133,329 | 12.54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,529 | 231 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 22,007 | 2.18 | 1,125 | 2.65 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 93,013 | 67.61 | 4,753 | 68.39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15,120 | 1.90 | 1 | |||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 7,575 | 387 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13,583 | 694 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 9,966 | 35.59 | 509 | 36.46 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42,198 | 208.19 | 2,156 | 209.77 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 7,068 | 33.74 | 359 | 33.96 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 1,704 | 92.11 | 87 | 93.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,627 | 206.42 | 236 | 210.53 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 21,683 | 1,108 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32,781 | 12.62 | 1,675 | 13.18 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 3,665 | 187 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 9,120 | 32.79 | 466 | 33.52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,709 | 4.31 | 343 | 4.59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22,978 | 31.47 | 1,174 | 32.06 | ||||
| 2025-07-16 | 13F | Novem Group | 14,239 | 9.47 | 728 | 9.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 648,156 | 178.69 | 33,121 | 179.97 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 25,117 | 55.39 | 1,283 | 56.08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,653 | 391 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,001 | 48.34 | 153 | 50.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 25,370 | 5.84 | 1,296 | 6.32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,000 | 256 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 21,782 | 5.31 | 1,113 | 5.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 216,337 | 238.48 | 11,055 | 240.02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,441 | 278 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 108 | 6 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,926 | 41.51 | 98 | 42.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,520 | 18.09 | 384 | 18.89 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12,179 | 54.97 | 622 | 55.89 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11,452 | 585 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 213,723 | 0.15 | 11 | 0.00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 89,164 | 5.88 | 4,556 | 6.37 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 60,330 | 1.67 | 3,083 | 2.12 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30,324 | 0.63 | 1,550 | 1.11 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 25,161 | 0.01 | 1,286 | 0.47 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 56,148 | 74.28 | 2,861 | 74.92 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,604 | 1,786.91 | 184 | 1,944.44 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8,850 | 0.45 | 0 | |||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 20,351 | 0.85 | 1,040 | 1.27 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108,752 | 2.78 | 5,557 | 3.25 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 14,831 | 55.33 | 758 | 56.08 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 51,072 | 5.34 | 2,610 | 5.80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137,592 | 1.75 | 7,031 | 2.21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,978 | 203 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 14,336 | 29.61 | 733 | 30.25 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 336 | 17 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 275,970 | 14,102 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,302 | 2.58 | 526 | 3.14 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 41,891 | 0.03 | 2,141 | 0.47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,559 | 60.85 | 591 | 61.64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 306,452 | 15,660 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,342 | 3.37 | 324 | 3.85 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 18,822 | 962 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68,050 | 654.85 | 3,474 | 658.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,779 | 500 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9,604 | 6.10 | 491 | 6.52 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 185,057 | 142.07 | 9 | 200.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 390,609 | 3.46 | 19,960 | 3.93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,023 | 27.08 | 52 | 30.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27,438 | 99.20 | 1,402 | 100.29 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 9,770 | 0.83 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6,752 | 4.75 | 345 | 5.50 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 119 | 6 | ||||||
| 2025-08-14 | 13F | KKM Financial LLC | 64,427 | 2.54 | 3,293 | 3.26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,002 | 192.47 | 3,577 | 193.92 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 438 | 14.96 | 22 | 15.79 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 105,100 | 17.77 | 5,371 | 18.31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 911 | 47 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4,119 | 0.07 | 211 | 0.48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 57,766 | 6.90 | 2,952 | 7.39 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 182,191 | 22.09 | 9,310 | 22.65 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 7,847 | 401 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 127 | 0.79 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 14,919 | 129.70 | 762 | 130.91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 199,768 | 3.06 | 10,208 | 3.53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146,697 | 122.46 | 7,496 | 122.76 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 106,993 | 3.26 | 5,467 | 3.74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 71,086 | 9.94 | 3,632 | 10.43 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 50,393 | 2,478 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 81,436 | 2.08 | 4,161 | 2.54 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 56,468 | 45.92 | 2,886 | 46.60 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 17,933 | 165.79 | 916 | 167.06 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16,964 | 22.24 | 867 | 22.84 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,508 | 0.53 | 281 | 1.44 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 3,665 | 186 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 361,196 | 2.60 | 18 | 5.88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,573 | 2.18 | 745 | 2.62 | ||||
| 2025-08-08 | 13F | Creative Planning | 14,579 | 55.98 | 745 | 56.63 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 46,067 | 359.48 | 2,357 | 363.06 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 6,634 | 339 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 60,133 | 1,241.66 | 3,073 | 1,253.30 | ||||
| 2025-04-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 121,234 | 5.07 | 6,167 | 5.83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9,963 | 1.54 | 507 | 1.40 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4,461 | 0.72 | 228 | 0.89 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 6,891 | 11.32 | 351 | 12.18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,564 | 0.11 | 335 | 0.60 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,495 | 76 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 49,491 | 16.94 | 2,529 | 17.47 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 60,216 | 9.63 | 3,077 | 10.13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 42,493 | 3.53 | 2,167 | 4.08 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 274,946 | 2.94 | 14,050 | 3.41 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6,813 | 6.85 | 348 | 7.41 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36,796 | 159.80 | 1,880 | 161.11 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5,217 | 0.33 | 267 | 0.76 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 138,677 | 22.15 | 7,086 | 22.70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,803 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,562,461 | 7.12 | 130,942 | 7.61 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9,149 | 1.17 | 467 | 1.52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 737,364 | 30.94 | 37,679 | 31.53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5,227 | 16.78 | 267 | 17.62 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 663 | 0.30 | 34 | 0.00 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 571,011 | 0.12 | 29,047 | 0.86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,503,322 | 8.82 | 179,020 | 9.32 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9,760 | 1.86 | 499 | 2.26 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,754 | 192 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,262 | 12.99 | 422 | 13.75 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 89 | 1.14 | 5 | 0.00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5,453 | 36.33 | 279 | 36.95 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 48,287 | 6.62 | 2,467 | 7.12 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 7,871 | 402 | ||||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 8,261 | 5.76 | 422 | 6.30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55,367 | 91.64 | 2,829 | 92.58 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 243,391 | 0.36 | 12,437 | 0.82 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,308 | 373 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54,905 | 19.54 | 2,806 | 20.08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 262,970 | 9.43 | 13,438 | 9.92 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 23,550 | 20.46 | 1,203 | 21.03 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 25,740 | 3.93 | 1,315 | 4.45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95 | 1.06 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 183,938 | 2.27 | 9,399 | 2.73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,159 | 0.05 | 315 | 0.32 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 88 | 1.15 | 4 | 0.00 |
