Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard World Fund - Vanguard Industrials ETF meliputi Kingstone Capital Partners Texas, LLC, Simon Quick Advisors, Llc, Clear Creek Financial Management, LLC, Keel Point, LLC, Capital Management Associates, Inc, Activest Wealth Management, Glenmede Investment Management, LP, Quartz Partners, LLC, Tripletail Wealth Management, LLC, Aqr Capital Management Llc, Quantum Financial Advisors, LLC, Richmond Investment Services, LLC, Midwest Trust Co, TFB Advisors LLC, Lodestar Private Asset Management Llc, Perfromance Wealth Partners, LLC, NWF Advisory Services Inc., FourThought Financial Partners, LLC, Coordinated Financial Services, Inc., dan JBR Co Financial Management Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,061 | 297 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,124 | 875 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 835 | 0.24 | 234 | 13.11 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 26 | 7 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 8,611 | 19.68 | 2,412 | 35.37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,534 | 4.54 | 710 | 18.17 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 84 | 23 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 10 | 3 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 833 | 233 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 38 | 11 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,206 | 16.66 | 618 | 31.84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,695 | 7.17 | 5,796 | 21.26 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,215 | 7.90 | 3,141 | 20.21 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8,385 | 0.05 | 2,348 | 13.21 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3,162 | 27.91 | 886 | 44.84 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8,489 | 0.01 | 2,377 | 13.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,930 | 27.31 | 1,661 | 43.97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 475 | 12.03 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,549 | 154.96 | 994 | 188.66 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 79 | 21 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,928 | 3,060 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,437 | 0.07 | 402 | 13.24 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 39,625 | 2.39 | 11,098 | 15.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 239,968 | 16.23 | 67,208 | 31.50 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 | 2 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1,245 | 20.41 | 349 | 36.47 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33,743 | 1.16 | 9,450 | 14.45 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 14,874 | 4,166 | ||||||
| 2025-08-06 | 13F | Bonfire Financial | 15,248 | 4.55 | 4,270 | 18.28 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,187 | 4.54 | 1,173 | 18.26 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 717 | 201 | ||||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 15,189 | 4,254 | ||||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 1,017 | 198.24 | 285 | 255.00 | ||||
| 2025-08-13 | 13F | Natixis | 1,718 | 0.17 | 481 | 14.25 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 4,959 | 0.10 | 1,389 | 13.21 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 1,190 | 333 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 35,523 | 2.68 | 9,949 | 16.17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,094,772 | 51.55 | 306,613 | 71.46 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 665 | 186 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19 | 0 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 389,357 | 84 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,534 | 41.56 | 710 | 60.05 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,101 | 0.82 | 588 | 14.17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,984 | 17.61 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,535 | 2.95 | 1,270 | 16.51 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 757 | 212 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 456,981 | 194.78 | 127,987 | 203.46 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,423 | 31.03 | 399 | 48.51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 303 | 134.88 | 77 | 148.39 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,264 | 14.39 | 354 | 29.67 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,543 | 110.62 | 1,272 | 138.65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,926 | 26.18 | 819 | 42.68 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 909,939 | 1.78 | 254,847 | 15.15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 57,998 | 8.67 | 16,244 | 22.95 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 7,264 | 0.21 | 2,016 | 12.32 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 10 | 3 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,036 | 16.23 | 850 | 30.77 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10,548 | 24.02 | 2,954 | 36.57 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 16,703 | 2.07 | 4,678 | 15.45 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 3,392 | 163.56 | 840 | 156.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,824 | 16.62 | 3,595 | 32.77 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 28,902 | 8,095 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1,914 | 0.79 | 536 | 14.04 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2,181 | 611 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 182,326 | 24,177.76 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,120 | 594 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 729 | 204 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 90 | 25 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,799 | 1,064 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59,018 | 1.61 | 17 | 14.29 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,112 | 1.68 | 1,712 | 14.99 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,028 | 38.43 | 2,809 | 56.61 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 83,385 | 2.67 | 23,354 | 16.16 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 1,079 | 302 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 37 | 10 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 780 | 218 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 510 | 17.24 | 143 | 33.96 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 18,658 | 6.76 | 5,226 | 20.78 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,194 | 5.57 | 334 | 19.71 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1,586 | 44.58 | 444 | 63.84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,126 | 0.35 | 875 | 13.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31,713 | 279.98 | 9,021 | 336.85 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 3,567 | 2.32 | 999 | 15.89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 337 | 1.20 | 94 | 11.90 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 24,563 | 3.50 | 6,879 | 17.09 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 86,448 | 2.91 | 24,212 | 16.43 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 746 | 209 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 225 | 8.70 | 63 | 23.53 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 35 | 191.67 | 10 | 350.00 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1,095 | 307 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,729 | 83.08 | 1,324 | 107.20 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,682 | 7.21 | 1,350 | 26.29 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 753 | 211 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,600 | 1,008 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 232 | 1.31 | 57 | -1.72 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7,308 | 1.97 | 2,060 | 14.71 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,088 | 865 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 4,817 | 1,349 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,668 | 4.28 | 2,148 | 17.97 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77,213 | 3.58 | 22 | 16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,157 | 4.15 | 44,575 | 17.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,999 | 15.61 | 2,242 | 30.82 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9,904 | 0.82 | 2,774 | 14.07 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14,669 | 4,108 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 15,436 | 4.85 | 4,323 | 18.63 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 3,421 | 958 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,312 | 19.30 | 648 | 35.07 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 140 | 40.00 | 39 | 62.50 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,003 | 27.79 | 1 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,870 | 3.79 | 3,885 | 17.41 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 815 | 0.25 | 228 | 13.43 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1,342 | 0.22 | 376 | 13.29 | ||||
| 2025-08-28 | NP | SNAV - Mohr Sector Navigator ETF | 8,124 | 2,275 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4,706 | 75.66 | 1,318 | 98.79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,946 | 0.24 | 1,665 | 13.42 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,107 | 0.27 | 310 | 13.55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1,082 | 4.64 | 303 | 18.43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,635 | 66.86 | 4,379 | 88.79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 40 | 166.67 | 11 | 266.67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 159 | 0.63 | 44 | 12.82 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 777 | 3,008.00 | 218 | 3,533.33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,675 | 4.45 | 749 | 18.33 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 | 1 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2,646 | 1 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 855 | 239 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 790 | 221 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 106,490 | 1.48 | 29,825 | 14.81 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4,208 | 0.02 | 1,179 | 13.16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,193 | 2.76 | 636 | 20.27 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2,266 | 0.27 | 635 | 13.42 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 20 | 6 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,568 | 1.82 | 439 | 15.22 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10,514 | 14.41 | 2,956 | 29.20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,008 | 6.08 | 562 | 20.09 | ||||
| 2025-08-14 | 13F | Bank of Marin | 833 | 233 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,054 | 29.77 | 1,004 | 26.32 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,967 | 108.24 | 1,111 | 135.88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57,518 | 5.45 | 16,110 | 19.15 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 141,163 | 18.51 | 39,536 | 34.08 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 25 | 7 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,255 | 16.31 | 352 | 31.46 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 790 | 221 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 135,898 | 1.05 | 38,061 | 14.32 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,192 | 334 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 58 | 16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,097 | 174.25 | 307 | 213.27 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 3,344 | 1 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 10,964 | 5.81 | 3,071 | 19.69 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 62,388 | 12.64 | 17,473 | 27.44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 64,038 | 42.34 | 17,935 | 61.04 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 199 | 56 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,393 | 0.25 | 1,790 | 13.43 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 802 | 225 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2,528 | 10.63 | 708 | 25.31 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17,313 | 11.09 | 4,849 | 25.66 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 17 | 5 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 475 | 133 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 911 | 0.22 | 255 | 13.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 151 | 42 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3,494 | 0.03 | 979 | 13.19 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 972 | 11.34 | 272 | 25.93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,577 | 4.71 | 2,122 | 18.48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,084 | 49.10 | 10,946 | 68.69 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 3,268 | 0.93 | 915 | 14.23 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 66,835 | 3.08 | 18,718 | 16.62 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,326 | 0.08 | 372 | 13.46 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,162 | 1.12 | 2,006 | 14.38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,476 | 1 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 868 | 243 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 294 | 17.13 | 82 | 32.26 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15,398 | 4,312 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,844 | 2.26 | 1 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,916 | 31.05 | 537 | 48.48 | ||||
| 2025-07-30 | NP | LSOFX - LS Opportunity Fund - Institutional Class | Short | -7,801 | -52.05 | -2,102 | -50.24 | |||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 142 | 40 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 1,418 | 407 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1,002 | 9.15 | 285 | 41.79 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 4,456 | 5.00 | 1,248 | 18.76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,170 | 20.62 | 328 | 36.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 315,993 | 0.43 | 88,500 | 13.63 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 894 | 0.22 | 250 | 13.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,582 | 401.36 | 723 | 451.91 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 776 | 217 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,815 | 81.50 | 508 | 105.67 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 9,926 | 0.49 | 2,780 | 13.66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,403 | 1.30 | 393 | 14.91 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 784 | 220 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 859 | 241 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,068 | 859 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 100 | 28 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 16,015 | 5,966.29 | 4,485 | 6,800.00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7,619 | 2,134 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,537 | 40.94 | 1 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6,880 | 1.52 | 1,927 | 14.85 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,083 | 179.63 | 1,753 | 172.20 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 817 | 202 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 15,916 | 1.89 | 4,458 | 15.29 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 743 | 208 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16,493 | 6.13 | 4,619 | 20.07 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68,048 | 46.65 | 19,058 | 65.92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,827 | 2.60 | 2,752 | 16.07 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3,623 | 20.89 | 1,015 | 36.84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,344 | 1 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 739 | 207 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 250 | 70 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,685 | 0.63 | 6,074 | 13.85 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 20 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2,522 | 0.36 | 706 | 13.50 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 1,221 | 6.17 | 342 | 20.07 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 927 | 271 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 28 | 8 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 782 | 219 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,692 | 12.15 | 2,995 | 26.86 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5,315 | 3.67 | 1,489 | 17.26 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1,956 | 0.82 | 548 | 15.40 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 926 | 259 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 8,124 | 2,275 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 5,670 | 4.61 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,169 | 16.94 | 2,559 | 32.40 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,015 | 8.18 | 1,405 | 22.41 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1,749 | 490 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 1,235 | 0.98 | 346 | 14.24 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 60 | 17 | ||||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 735 | 206 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,218 | 58.20 | 621 | 79.48 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 3,273 | 917 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 64,130 | 101.20 | 17,962 | 127.64 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,528 | 0.08 | 708 | 13.28 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 440 | 20.88 | 123 | 36.67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 31,499 | 2.66 | 8,822 | 16.14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,255 | 1.85 | 632 | 15.15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 726 | 203 |
