Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares 10-20 Year Treasury Bond ETF meliputi ARGI Investment Services, LLC, Watchman Group, Inc., Integrity Alliance, Llc., Phoenix Holdings Ltd., Goodman Advisory Group, LLC, Anderson Hoagland & Co, Veridan Wealth LLC, Vise Technologies, Inc., BCU Wealth Advisors, LLC, Miracle Mile Advisors, LLC, Leavell Investment Management, Inc., Tyche Wealth Partners LLC, Buckingham Strategic Partners, First International Bank of Israel Ltd., AlphaQ Advisors LLC, Anchor Pointe Wealth Management, LLC, Patriot Investment Management Inc., Optima Capital Llc, United Advisor Group, LLC, dan Richmond Investment Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,271,770 | 0.52 | 129,212 | -1.57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,273 | 1.91 | 0 | |||||
| 2025-07-24 | 13F | JB Capital LLC | 321,706 | 43.94 | 32,685 | 40.96 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 77,712 | 10.39 | 7,896 | 8.11 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 4,076 | 13.66 | 414 | 11.29 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 12,715 | 28.55 | 1,292 | 25.83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,621 | 13.32 | 266 | 11.30 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 31,487 | 17.68 | 3,199 | 15.28 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 13,000 | 19.06 | 1,321 | 16.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 903,142 | 1.62 | 91,759 | -0.48 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 12,255 | 1,245 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9,758 | 991 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 3 | 0 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 7,001 | 699 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 19,983 | 45.91 | 2,012 | 45.90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 574,080 | 39.88 | 58,327 | 36.98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,825 | 389 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59,338 | 16.11 | 6,029 | 13.71 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 58,844 | 5,979 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 12,410 | 1,261 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 32,635 | 57.92 | 3,316 | 54.62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 280,494 | 12.50 | 28,498 | 10.17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,425,450 | 34.56 | 145 | 32.11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 31,847 | 21.90 | 3,200 | 18.08 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 3,801 | 386 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 7,882,291 | 3.00 | 800,841 | 0.86 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 51,925 | 43.36 | 5,276 | 40.40 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 92,556 | 77.85 | 9,404 | 74.16 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,781 | 41.83 | 486 | 40.87 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 42,558 | 30.69 | 4,324 | 27.98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29,624 | 124.44 | 3,010 | 119.80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 238,638 | 12.34 | 24,246 | 10.01 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 212 | 22 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 108,387 | 10.89 | 11,012 | 13.28 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5,575 | 566 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22,763 | 26.33 | 2,313 | 23.70 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 23 | 360.00 | 2 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 50,054 | 39.15 | 5,085 | 36.29 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,713 | 61.96 | 1,683 | 58.08 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17,079 | 1,735 | ||||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 107 | 0.94 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 20,497 | 21.26 | 2,083 | 18.77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35,379 | 61.99 | 3,595 | 58.68 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 37,332 | 17.21 | 3,793 | 14.77 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 17,604 | 12.23 | 1,807 | 14.89 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 41,162 | 47.68 | 4,182 | 44.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,221 | 31.21 | 530 | 28.64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 22,363 | 36.84 | 2,272 | 34.04 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,684 | 21.17 | 273 | 18.78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,185 | 20.85 | 222 | 18.72 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 73,196 | 105.28 | 7,437 | 101.03 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 38,097 | 22.21 | 3,787 | 20.80 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 40 | 0 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2,036 | 207 | ||||||
| 2025-08-14 | 13F | DRW Securities, LLC | 3,800 | 386 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33,667 | 34.68 | 3,421 | 31.89 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2,866 | 291 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 3,522 | 358 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 49,152 | 19.15 | 4,994 | 16.69 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4,595 | 132.89 | 467 | 128.43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,258,659 | 29.91 | 128 | 27.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,343,768 | 14.28 | 137 | 12.40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,695,013 | 28.52 | 172,213 | 25.85 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 171,207 | 33.69 | 17,395 | 30.92 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 22,928 | 100.24 | 2,329 | 96.21 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11,953 | 25.86 | 1,214 | 23.25 | ||||
| 2025-08-11 | 13F | Eq Llc | 23,651 | 586.33 | 2,403 | 572.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 2,950 | 0.68 | 300 | -1.32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,313 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,871 | 1,917 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 8,784 | 21.58 | 892 | 19.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,091,751 | 32.25 | 720,522 | 29.51 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 4,699 | 477 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 419,045 | 238.39 | 42,575 | 231.40 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 16,780 | 2.23 | 1,705 | 0.12 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8,285 | 32.75 | 832 | 28.44 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 2,809 | 285 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,266 | 4.86 | 1,145 | 2.69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 47 | 5 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 72,900 | 27.42 | 7,407 | 24.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 25,600 | 700.00 | 2,601 | 683.13 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 79,459 | 163.71 | 8 | 166.67 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 53,133 | 34.50 | 5,398 | 31.72 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 37,232 | 0.71 | 3,783 | -1.38 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20,581 | 26.54 | 2,091 | 23.95 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 66,374 | 34.21 | 6,744 | 31.44 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,085 | 517 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 13,401 | 1,362 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 | 0 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,573 | 1,074 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,687,737 | 22.06 | 171 | 19.58 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10,876 | 1,105 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13,649 | 11.66 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 76,968 | 0.24 | 7,820 | -1.85 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 64,029 | 227.93 | 6,643 | 241.89 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22 | 2 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,333 | 49.17 | 2,066 | 46.04 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 110,053 | 46.81 | 11,181 | 43.77 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4,050 | 411 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 34,895 | 113.48 | 3,545 | 109.14 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 14 | 1 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 28,507 | 9.82 | 2,896 | 7.54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,797,105 | 1.49 | 995,386 | -0.62 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 26,861 | 2,729 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 52,594 | 43.92 | 5,344 | 40.94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2,973 | 9.79 | 302 | 7.86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 145,531 | 40.14 | 14,786 | 37.23 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 503,402 | 42.16 | 51,146 | 39.22 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 552,989 | 17.48 | 56,184 | 15.05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,733 | 18.77 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7,001 | 1.00 | 711 | -1.11 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 154,237 | 2.75 | 15,670 | 0.62 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4,060 | 1,971.43 | 413 | 1,960.00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 49,820 | 22.17 | 5,062 | 19.65 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,332 | 69.60 | 237 | 66.20 | ||||
| 2025-08-27 | NP | FAFIX - PFM Multi-Manager Fixed-Income Fund Institutional Class | 800,028 | 73.20 | 81,283 | 69.62 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 19,068 | 15.30 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,800 | 60.16 | 488 | 57.10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 66 | 8.20 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,176 | 221 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41,228 | 339.02 | 4,189 | 348.39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,584 | 36.17 | 364 | 33.33 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 2,676 | 272 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 48,138 | 1.85 | 4,891 | -0.27 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 50,033 | 42.13 | 5,083 | 39.18 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9,311 | 42.54 | 946 | 39.59 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 7,723 | 110.21 | 785 | 105.77 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2,009 | 28.37 | 204 | 25.93 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,198 | 15.83 | 325 | 13.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78,847 | 3.49 | 8,011 | 1.34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,181 | 57.32 | 933 | 54.05 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 108,613 | 54.17 | 11,035 | 50.98 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 47,243 | 11.60 | 4,800 | 9.27 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 18,550 | 22.32 | 1,885 | 19.77 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 9,580 | 973 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,875 | 109.85 | 292 | 105.63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7,223 | 34.23 | 734 | 31.36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,574 | 6.94 | 465 | 4.74 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,637 | 20.36 | 268 | 17.62 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 793,751 | 63.68 | 80,645 | 60.29 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 19,528 | 67.26 | 1,984 | 63.83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 20,040 | 239.60 | 2,036 | 246.85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,486,966 | 5.92 | 354,276 | 3.73 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 216,949 | 162.43 | 22,042 | 157.01 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10,853 | 1,103 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5,356 | 544 | ||||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 270,388 | 0.61 | 27,471 | -1.47 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 5,945 | 6.03 | 604 | 3.96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 94,946 | 50.11 | 9,647 | 47.00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 86 | 4.88 | 9 | 0.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 53,154 | 4.82 | 5,400 | 2.64 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 2,194 | 4.03 | 223 | 1.83 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. 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 | 262,644 | 42.32 | 26,685 | 39.37 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 8,403 | 872 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 346,948 | 124.87 | 35,519 | 121.79 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 562,156 | 133.66 | 57,115 | 128.82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,885,240 | 4.04 | 191,540 | 1.88 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 18,497 | 15.47 | 1,876 | 12.61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 56,934 | 37.66 | 5,784 | 34.79 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,404 | 13.77 | 346 | 11.29 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 103,737 | 71.10 | 10,540 | 67.55 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 791,228 | 1.53 | 80,389 | -0.58 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 23,189 | 498.58 | 2,356 | 487.28 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,209 | 72.05 | 732 | 68.66 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5,715 | 90.56 | 581 | 86.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 19,217,499 | 33.95 | 1,952,492 | 31.18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 513,096 | 37.83 | 52,131 | 34.98 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 17,166 | 52.40 | 1,744 | 49.32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 81 | 8 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,231 | 26.76 | 938 | 24.11 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 4,705 | 13.92 | 483 | 16.43 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 34,287 | 21.00 | 3,484 | 18.51 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 444,581 | 43.92 | 45,169 | 40.94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 212,119 | 17.89 | 21,551 | 15.44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2,149 | 218 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 67,077 | 6,815 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,251 | 4.42 | 1,550 | 2.24 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3,266 | 327 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 605 | 116.85 | 61 | 117.86 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26,139 | 22.14 | 2,656 | 19.59 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 24,889 | 31.25 | 2,529 | 34.18 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 39,512 | 4,014 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 403,125 | 32.13 | 40,958 | 29.39 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 9,606 | 31.28 | 976 | 28.46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 39,252 | 38.03 | 3,988 | 35.19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30,594 | 73.85 | 3,108 | 70.30 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,842 | 30.50 | 695 | 27.99 | ||||
| 2025-06-03 | 13F | Invst, LLC | 44,884 | 1,579.16 | 4,657 | 1,650.38 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,450,832 | 17.29 | 249,005 | 14.86 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2,108 | 214 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 8,486 | 189.03 | 849 | 190.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 60,545 | 512.37 | 6,151 | 500.10 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3,100 | 313 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 4,300 | 433 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11,165 | 1,134 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4,131 | 14.97 | 420 | 12.63 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 2,917 | 11.72 | 296 | 9.63 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3,737 | 80.36 | 375 | 75.23 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 25 | 3 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,065 | 3.40 | 108 | 0.94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,188,236 | 89.67 | 222,326 | 85.73 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,460 | 474.80 | 148 | 469.23 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3,022 | 19.07 | 307 | 16.73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,352 | 111.73 | 645 | 107.40 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 55,578 | 459.87 | 5,647 | 448.69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,133 | 0.30 | 725 | -1.76 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 35,828 | 1,091.88 | 3,717 | 1,143.14 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12,791 | 0.02 | 1,300 | -2.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 609,789 | 33.82 | 61,955 | 31.04 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2,001 | 203 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 88,014 | 164.62 | 8,942 | 159.19 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2,862 | 21.53 | 290 | 18.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 534 | 215.98 | 54 | 217.65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 95,383 | 32.89 | 9,691 | 30.14 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2,827 | 284 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 152,147 | 44.75 | 15,458 | 41.76 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,964 | 1 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 25,796 | 29.72 | 2,621 | 27.00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 13,143 | 226.62 | 1,335 | 220.14 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | -5.00 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 19,642 | 97.41 | 1,996 | 93.31 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 12,249 | 39.07 | 1,244 | 36.25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 33,741 | 3,428 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 50,392 | 10.99 | 5,120 | 8.68 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2,415 | 18.79 | 239 | 17.16 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4,653 | 16.21 | 473 | 13.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7,783 | 3.98 | 791 | 1.80 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4,787 | 1.94 | 486 | -0.21 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 47,829 | 5.37 | 4,859 | 3.19 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 15,866 | 1,612 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2,093 | 213 | ||||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 159,031 | 1.17 | 16,158 | -0.93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,021 | 298.48 | 610 | 287.90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 998,135 | 65.91 | 101,411 | 62.47 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,922 | 0 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 62,473 | 48.62 | 6,347 | 45.54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 25,266 | 37.14 | 2,519 | 35.94 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 16,625 | 52.61 | 1,689 | 49.47 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 764,694 | 77,693 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,096 | 2.10 | 518 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 309,238 | 4.80 | 31 | 3.33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 317,095 | 1.57 | 32,217 | -0.53 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 132 | 13 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 137,498 | 35.93 | 13,970 | 33.11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13,015 | 0.11 | 1,322 | -1.93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2,588 | 263 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,246 | 6.42 | 1,041 | 4.21 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5,210 | 34.31 | 529 | 31.59 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 45,494 | 31.55 | 4,572 | 27.40 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7,168 | 130.26 | 744 | 138.14 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22,012 | 47.88 | 2,236 | 44.82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 127,209 | 98.67 | 12,924 | 94.55 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 21,500 | 0.74 | 2,184 | -1.36 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 3,513 | 26.37 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 23,599 | 2,398 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 11,175 | 1,135 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 23,117 | 0.30 | 2,349 | -1.80 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5,259 | 26.33 | 534 | 23.90 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 339 | 2,725.00 | 34 | 3,300.00 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. 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 | 622,077 | 6.21 | 63,203 | 4.01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,173 | 11.80 | 526 | 9.38 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8,365 | 57.68 | 850 | 54.36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3,080 | 2.80 | 312 | 0.65 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,235 | 13.80 | 227 | 11.82 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 46,547 | 46.10 | 4,729 | 43.09 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6,477 | 658 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 243,578 | 24,748 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 389 | 480.60 | 40 | 550.00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 6,080 | 33.27 | 611 | 28.96 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 33,941 | 5.30 | 3,448 | 3.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,312 | 77.70 | 5,924 | 74.03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,192 | 11.28 | 426 | 8.97 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 161 | 209.62 | 16 | 220.00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 56,836 | 22.71 | 5,775 | 20.17 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 19,737 | 42.73 | 2,005 | 39.82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 190,796 | 18.78 | 19,385 | 16.32 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 24,116 | 12.00 | 2,397 | 9.75 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 357,901 | 80.34 | 36,363 | 76.60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 70,746 | 58.72 | 7,171 | 55.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,016,121 | 0.13 | 306,189 | -2.08 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 18,438 | 44.69 | 1,850 | 39.94 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 57,743 | 16.77 | 5,867 | 14.35 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 106 | 11 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 139,722 | 41.81 | 14,196 | 38.87 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16,411 | 50.68 | 1,667 | 47.65 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 2,359 | 240 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 258,432 | 19.87 | 26,257 | 17.39 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,143 | 18.24 | 726 | 15.81 | ||||
| 2025-09-03 | 13F | American Trust | 2,340 | 238 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 49,857 | 15.13 | 5,065 | 12.73 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5,058 | 513 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 5 | 1 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 169,580 | 28.62 | 17,229 | 25.95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,275 | 27.19 | 841 | 24.63 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,590 | 73.33 | 1 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 64,074 | 16.07 | 6,510 | 13.65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41,564 | 21.86 | 4,223 | 19.33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42,990 | 309.82 | 4,368 | 318.30 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,554 | 463 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 269 | 27 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 105,751 | 38.24 | 10,744 | 35.38 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 17,464 | 79.84 | 1,774 | 76.17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 28,128 | 59.50 | 2,858 | 56.21 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3,178 | 25.91 | 323 | 23.37 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21,679 | 43.14 | 2,203 | 40.17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 122,174 | 54.11 | 12,413 | 50.92 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 4,530 | 460 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 291 | 30 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 88,524 | 60.47 | 8,924 | 56.86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 33,984 | 17.26 | 3,453 | 14.84 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 20,350 | 43.60 | 2,068 | 40.61 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 88,513 | 29.82 | 8,826 | 24.77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 561,108 | 72.82 | 57,009 | 69.24 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 17,018 | 448.44 | 1,729 | 438.32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,744 | 482 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,480,688 | 24.13 | 353,638 | 21.56 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 4,715 | 23.27 | 479 | 20.96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 40,191 | 3.49 | 4,083 | 1.34 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25,075 | 2,548 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,540 | 9.34 | 258 | 7.05 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 216 | 16.76 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 15,257 | 10.44 | 1,550 | 8.16 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,376 | 140 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1,262,116 | 47.92 | 128,231 | 44.85 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12,015 | 1,221 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 86,091 | 5.68 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,030,918 | 27.04 | 307,941 | 24.39 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4,875 | 6.12 | 495 | 3.99 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 90,334 | 9,178 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 8,514 | 14.13 | 865 | 11.77 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 4,431 | 450 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 173,469 | 51.14 | 17,624 | 48.01 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5,194 | 528 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 3,578 | 2.35 | 364 | 0.28 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 1,990 | 1.32 | 202 | -0.49 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2,359 | 240 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 22,937 | 2,330 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 62,784 | 29.94 | 6,379 | 27.25 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 34,112 | 23.78 | 3,466 | 21.20 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5,603 | 569 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 61,743 | 5.43 | 6,273 | 3.26 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 217,703 | 1.36 | 22,119 | -0.74 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 94,830 | 12.77 | 9,635 | 10.43 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 22,488 | 3.81 | 2,285 | 1.65 | ||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 8,200 | 9.33 | 851 | 3.79 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 12,409 | 21.73 | 1,261 | 19.21 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4,247 | 35.47 | 432 | 32.62 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 9,334 | 22.38 | 958 | 25.39 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 62,441 | 41.97 | 6,344 | 39.03 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 16,860 | 3.97 | 1,713 | 1.78 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6,341 | 35.38 | 644 | 32.78 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 79,703 | 12.57 | 8,084 | 9.75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,397 | 16.77 | 6,035 | 14.35 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17,272 | 39.90 | 1,755 | 37.03 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 4,463 | 61.59 | 453 | 58.39 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 9,247 | 69.45 | 939 | 65.90 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 105 | 11 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 935,120 | 40.37 | 95,008 | 37.46 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 43,650 | 269.16 | 4,435 | 260.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13,355 | 30.93 | 1,357 | 28.17 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,163,801 | 237.71 | 118,242 | 230.72 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6,221 | 632 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,110 | 35.95 | 214 | 32.92 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 13,264 | 35.26 | 1,361 | 38.45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,734 | 14.05 | 2,411 | 11.67 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 75,137 | 12.08 | 7,634 | 10.05 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9,747 | 34.11 | 990 | 31.30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21,121 | 8.87 | 2,146 | 6.61 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 13,156 | 1.14 | 1,337 | -0.96 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 123,812 | 40.30 | 12,579 | 37.40 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 142,200 | 0.02 | 14,448 | -2.05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 12,890 | 41.79 | 1,310 | 38.81 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,673 | 0.65 | 1,288 | -1.45 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 30,637 | 30.99 | 3,113 | 28.28 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 54,951 | 51.20 | 5,540 | 47.79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,835,452 | 37.29 | 389,682 | 34.45 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2,642 | 268 | ||||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 12,042 | 2.35 | 1,224 | 0.25 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 11,856 | 40.74 | 1,205 | 37.76 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,340 | 1,772.00 | 243 | 1,916.67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 21,022 | 34.80 | 2,136 | 32.03 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 8,047 | 1.35 | 818 | -0.73 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 59,794 | 11.39 | 6,075 | 9.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375,840 | 16.52 | 38 | 15.15 |
