Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Treasury Floating Rate Bond ETF meliputi Invenio Wealth Partners Llc, DYTA - SGI Dynamic Tactical ETF, Hutchens & Kramer Investment Management Group, LLC, Sykon Capital Llc, Glenview Trust Co, Boomfish Wealth Group, LLC, Thoroughbred Financial Services, Llc, JGP Wealth Management, LLC, Fortress Wealth Management, Inc., Consolidated Portfolio Review Corp, Tower Research Capital LLC (TRC), MFUL - Mindful Conservative ETF, Retireful, LLC, Redmont Wealth Advisors Llc, Busey Wealth Management, Private Client Services, Llc, OneAscent Financial Services LLC, Catalytic Wealth RIA, LLC, Fiduciary Financial Group, Llc, dan Gibbs Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Key FInancial Inc | 50 | 3 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14,923 | 3.19 | 756 | 3.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62,360 | 90.03 | 3,159 | 90.01 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 14,017 | 1.09 | 710 | 1.00 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 594 | 30 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 3,372 | 4.75 | 171 | 4.29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 815 | 41 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5,891 | 0.68 | 298 | 1.02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 54,282 | 545.75 | 2,749 | 546.82 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 11,837 | 589.80 | 600 | 596.51 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9,819 | 5.77 | 497 | 6.20 | ||||
| 2025-08-12 | 13F | Main Management LLC | 40,004 | 0.03 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 748,412 | 13.48 | 37,907 | 13.45 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 5,033 | 1.08 | 255 | 0.79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 53,566 | 35.02 | 2,713 | 35.04 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 531,336 | 0.51 | 26,912 | 0.49 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,932 | 15.29 | 858 | 15.19 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 974,449 | 1.65 | 49,356 | 1.63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,041 | 11.63 | 255 | 11.84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,709,598 | 5.16 | 86,591 | 5.14 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6,837 | 8.28 | 346 | 8.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 534,668 | 35.49 | 27,081 | 35.45 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 36,785 | 29.14 | 1,863 | 29.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,168,320 | 34.55 | 59,182 | 34.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61,445 | 29.89 | 3,112 | 29.88 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42,326 | 12.35 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,535 | 230 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 448,487 | 2.99 | 23 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,227 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 91 | 5 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 111,465 | 8.44 | 5,646 | 8.41 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 60,550 | 5.70 | 3,066 | 6.02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 2,612 | 1.12 | 132 | 1.54 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 33,231 | 23.68 | 1,683 | 23.66 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 18,606 | 6.32 | 942 | 6.56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,333,263 | 8.63 | 67,530 | 8.61 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 54,444 | 27.94 | 2,758 | 28.41 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 704 | 250.25 | 36 | 250.00 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 24,009 | 25.22 | 1,216 | 25.75 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 421,518 | 0.76 | 21,350 | 0.74 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 99,539 | 5.25 | 5,042 | 5.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 236,147 | 11,961 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 480,547 | 0.00 | 24,340 | -0.02 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24 | 1 | ||||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 49,720 | 24.83 | 2,518 | 24.84 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 65,200 | 126.01 | 3,302 | 126.01 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 24,009 | 25.22 | 1,216 | 25.75 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 201,431 | 6.81 | 10,202 | 6.79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 594,718 | 1,873.32 | 30,122 | 1,873.92 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,088 | 207 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 9,532 | 0.97 | 483 | 0.84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 65,257 | 62.78 | 3,305 | 63.37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 258,115 | 118.49 | 13,074 | 118.50 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 891,461 | 1.73 | 45,153 | 1.71 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 281 | 251.25 | 14 | 250.00 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 101,967 | 46.88 | 5,165 | 47.29 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 30,009 | 0.18 | 1,520 | 0.13 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 761 | 76,000.00 | 39 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 207,944 | 23.49 | 10,534 | 23.96 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,122 | 0.05 | 107 | 0.00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 64,566 | 9.93 | 3,270 | 9.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 209,294 | 12.40 | 10,601 | 12.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 789,698 | 10.65 | 40 | 8.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 204,327 | 34.44 | 10,349 | 34.42 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44,850 | 63.02 | 2,272 | 63.03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,316 | 269 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0.00 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 118,856 | 6,020 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24,425 | 1,237 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90,818 | 58.14 | 4,600 | 58.10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 411,469 | 73.27 | 20,841 | 73.88 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,561 | 0.71 | 79 | 1.28 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 122,601 | 13.86 | 6,210 | 13.84 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 212,248 | 6.79 | 10,712 | 6.74 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 15,498 | 51.39 | 785 | 51.35 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,290 | 319 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 7,332 | 371 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 85,901 | 6.35 | 4,351 | 6.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 695 | 1,728.95 | 35 | 3,400.00 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 352,296 | 6.23 | 17,840 | 6.58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,117,645 | 6.39 | 208,559 | 6.37 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7,601 | 385 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,807 | 0.13 | 345 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,301,886 | 4.38 | 65,941 | 4.36 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 12,967 | 22.18 | 657 | 22.16 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 146,845 | 12.82 | 7,438 | 12.80 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 166,916 | 32.61 | 8,431 | 32.42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13,859 | 43.80 | 702 | 43.65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 902,296 | 9.63 | 45,701 | 9.61 | ||||
| 2025-08-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 63,693 | 27.39 | 3,226 | 27.36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 99,200 | 58.20 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4,260 | 216 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,783 | 66.80 | 799 | 66.81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,297,463 | 2.48 | 65,717 | 2.46 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 581,563 | 3.58 | 29,456 | 3.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,672,525 | 1.98 | 135,363 | 1.96 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 293,518 | 3.99 | 14,867 | 3.97 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 301,759 | 1.29 | 15,284 | 1.27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,236 | 215 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 23,774 | 1,204 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 101,521 | 7.40 | 5,142 | 7.39 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,049 | 70.84 | 661 | 70.98 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 186,290 | 2,818.53 | 9,436 | 2,821.05 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,167 | 29.95 | 1,376 | 29.93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,131 | 30.29 | 614 | 30.36 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1,813,317 | 0.01 | 91,844 | -0.01 | ||||
| 2025-08-08 | 13F | Summitry Llc | 685,401 | 39.50 | 34,716 | 39.47 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 4,130 | 208 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 80,823 | 20.59 | 4,094 | 20.56 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 59,039 | 43.77 | 2,990 | 43.75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,602 | 89.96 | 385 | 90.59 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 25,370,114 | 5,146.90 | 501 | -97.96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 175,492 | 25.51 | 8,889 | 25.48 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 24,188 | 2.59 | 1,225 | 2.60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 48,202 | 3.48 | 2,439 | 3.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78,577 | 8.90 | 3,980 | 8.86 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 723,577 | 9.16 | 36,649 | 9.14 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 12,716 | 15.41 | 644 | 15.41 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 712 | 36 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 191,605 | 27.35 | 9,705 | 27.32 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 105 | 0.96 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98,919 | 179.88 | 5,010 | 179.89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 209,745 | 46.26 | 10,624 | 46.24 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 987,033 | 0.89 | 49,993 | 0.87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 77,842 | 3.66 | 3,943 | 3.63 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 112,298 | 16.35 | 6 | 25.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 170,551 | 4.42 | 8,638 | 4.40 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 38,295 | 2.10 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44,923 | 2,275 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 882 | 84.13 | 45 | 83.33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26,374 | 44.71 | 1,336 | 44.64 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 55,900 | 2,832 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 50,714 | 12.11 | 2,569 | 12.09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,676 | 10.22 | 186 | 10.71 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 19,759 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,874 | 379.90 | 296 | 385.25 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 71,360 | 33.57 | 3,614 | 33.56 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 12,988 | 658 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 596 | 30 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 17,717 | 21.05 | 897 | 21.05 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4,425 | 10.51 | 224 | 10.89 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4,351 | 220 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,083 | 2.71 | 409 | 2.76 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1,406,426 | 151.03 | 71,235 | 150.99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 276,124 | 6.41 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 337,510 | 10.81 | 17,095 | 10.78 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 160 | 0.63 | 8 | 0.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23,608 | 33.20 | 1 | |||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 81,545 | 1,617.46 | 4,130 | 1,620.83 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 77,424 | 39.77 | 3,922 | 39.74 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 606,425 | 5.45 | 30,715 | 5.77 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 78,216 | 20.13 | 3,962 | 22.21 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 98,182 | 1,538.82 | 4,973 | 1,540.92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137,223 | 5.83 | 6,950 | 5.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,856 | 23.50 | 651 | 23.53 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,228 | 265 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 11,366 | 576 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,908 | 249 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 349 | 1.16 | 18 | 0.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 513 | 6.21 | 26 | 4.17 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 296,075 | 2.37 | 14,996 | 2.35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 224,228 | 16.82 | 11,357 | 16.79 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 298,481 | 28.32 | 15,103 | 28.60 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 212,285 | 2.55 | 10,752 | 2.54 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 108,689 | 2,332.07 | 5,505 | 2,335.84 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,986 | 28.47 | 253 | 28.57 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 80,000 | 1.33 | 4,052 | 1.33 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 4,000 | 203 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35,024 | 3.95 | 1,774 | 3.93 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 84,580 | 62.66 | 4,284 | 62.60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29,036 | 1,170.72 | 1,471 | 1,178.26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 201,002 | 7.38 | 10,177 | 7.38 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 16,478 | 835 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 13,303 | 39.31 | 674 | 39.34 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 0 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 400.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 9,055 | 93.86 | 459 | 94.07 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5,490 | 278 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 4 | 0 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 142,956 | 2.39 | 7,241 | 2.36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10,728 | 49.37 | 543 | 49.59 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,397 | 222 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,744 | 197.29 | 139 | 200.00 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 12,988 | 658 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 11,925 | 2.58 | 604 | 2.72 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 18,057 | 915 | ||||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2,713 | 48.90 | 137 | 48.91 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 6,379 | 0.22 | 323 | 0.31 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 87,249 | 16.65 | 4,419 | 17.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,622 | 741 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,518 | 1.76 | 431 | 1.65 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,312,504 | 2.83 | 66,242 | 2.81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43,121 | 12.97 | 2,184 | 12.98 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 154,616 | 6.91 | 7,831 | 6.89 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 58,314 | 46.64 | 2,954 | 46.62 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 220,542 | 51.06 | 11,170 | 51.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 286,204 | 3.48 | 14,496 | 3.45 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15,369 | 778 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 49,795 | 2,513 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 69,212 | 12.02 | 3,506 | 11.98 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41,501 | 13.41 | 2,102 | 13.44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 705,696 | 7.79 | 35,744 | 7.77 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 200,338 | 7.42 | 10,147 | 7.40 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 11,968 | 36.37 | 606 | 36.49 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 62,401 | 8.71 | 3,161 | 8.70 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 759,108 | 6.53 | 38,449 | 6.50 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 132,588 | 99.73 | 6,716 | 99.67 | ||||
| 2025-05-16 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 23,640 | 1,197 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 553,850 | 21.53 | 28,041 | 21.48 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,179,094 | 9.74 | 363,621 | 9.72 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,895 | 32.14 | 552 | 32.13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 19,389 | 34.36 | 982 | 34.34 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 76,794 | 5.95 | 3,890 | 5.91 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 318,421 | 109.45 | 16,128 | 109.43 |
