Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF meliputi Cresset Asset Management, LLC, Bulwark Capital Corp, Christopher J. Hasenberg, Inc, United Capital Management of KS, Inc., F/M Investments LLC, Tiaa Trust, National Association, Surience Private Wealth Llc, Milestone Asset Management, Llc, Anchor Pointe Wealth Management, LLC, TT Capital Management LLC, Engineers Gate Manager LP, Fund Evaluation Group, LLC, Axecap Investments, LLC, Navigation Wealth Management, Inc., Edgestream Partners, L.P., Leo Wealth, LLC, Cahaba Wealth Management, Inc., Advyzon Investment Management, LLC, Nations Financial Group Inc, /ia/ /adv, dan Financial Network Wealth Management LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 105,238 | 9.61 | 4,824 | 8.50 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 167,105 | 256,984.62 | 7,744 | 258,000.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9,083 | 19.36 | 421 | 20.69 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 457,706 | 11.21 | 21,210 | 11.29 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 12,934 | 4.72 | 599 | 4.72 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 180,737 | 28.49 | 8,375 | 28.59 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 192,168 | 9.77 | 8,790 | 8.00 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 28,155 | 1,277 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 47,029 | 5.12 | 2,179 | 7.08 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 9,672 | 0.59 | 448 | 0.67 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 121,528 | 46.44 | 5,632 | 46.53 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 249 | 12 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,600 | 11,500.00 | 538 | 13,325.00 | |||
| 2025-04-29 | 13F | Hm Payson & Co | 241 | 11 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 230,608 | 4.03 | 10,686 | 4.10 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40,456 | 2.00 | 1,875 | 2.07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11,400 | 107.27 | 528 | 107.87 | |||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 513 | 440.00 | 24 | 475.00 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14,847 | 4.09 | 688 | 4.24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,644 | 8.69 | 540 | 8.67 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21,077 | 26.03 | 977 | 26.10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 166 | 84.44 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 12,374 | 5.02 | 573 | 5.14 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5,240 | 1.51 | 243 | 1.68 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 720,045 | 13.82 | 33,367 | 13.89 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 175,039 | 13.15 | 8,111 | 13.23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6,635 | 0.05 | 307 | 0.00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 332,534 | 14.21 | 15,410 | 14.28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 107,335 | 2.88 | 4,974 | 2.94 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 39,240 | 0.02 | 1,818 | 0.11 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 199,483 | 0.70 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,688,769 | 3.11 | 263,618 | 3.17 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 791 | 37 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 10,767 | 2.09 | 499 | 2.05 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,981 | 214.37 | 509 | 215.53 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 48,670 | 0.13 | 2,255 | 0.18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 159,170 | 16.93 | 7,376 | 17.01 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 281,817 | 9.05 | 13,059 | 9.13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 290,988 | 3.01 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 108,132 | 1.57 | 5,011 | 1.64 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12,787 | 11.22 | 593 | 11.28 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 14 | 7.69 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,171,795 | 2.25 | 332,341 | 2.32 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4,730 | 5.67 | 219 | 5.31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 23,853 | 0.28 | 1,105 | 0.36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 314,987 | 4.11 | 14,596 | 4.18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 189,343 | 56.33 | 8,774 | 56.43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,470,848 | 6,012.24 | 299,859 | 6,017.07 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 50,039 | 0.53 | 2,317 | 2.43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,662 | 216 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 55,331 | 11.10 | 2,564 | 11.19 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 81,363 | 2.54 | 3,770 | 2.61 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 9,313 | 35.56 | 432 | 35.53 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 33,170 | 18.76 | 1,537 | 18.87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530,423 | 62.78 | 24,580 | 62.88 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1,304 | 60 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5,613 | 260 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 7,745 | 359 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 97,427 | 14.31 | 4,515 | 16.82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 77,212 | 0.72 | 3,578 | 0.76 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 9,281 | 430 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 107,728 | 12.24 | 4,982 | 12.08 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 207,228 | 5.65 | 9,603 | 5.71 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 16,650 | 772 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,719 | 311 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 133,322 | 0.97 | 6,158 | 0.77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 193,283 | 0.33 | 8,957 | 0.39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 371 | 17 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 206,865 | 8.05 | 9,580 | 8.04 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4,003 | 2.35 | 186 | 2.21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4,651 | 1.00 | 214 | 0.00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3,687 | 2.67 | 171 | 2.41 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 525 | 1.16 | 24 | 0.00 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 329,643 | 2.59 | 15,276 | 2.66 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8,244 | 0.13 | 382 | 0.26 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 46,616 | 1.42 | 2,160 | 1.50 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 82,788 | 13.23 | 3,836 | 13.29 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17,225 | 25.31 | 798 | 25.47 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 99,643 | 2.28 | 4,617 | 2.35 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 95,587 | 0.10 | 4,430 | 0.16 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 377,435 | 1.94 | 17,490 | 2.01 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 26,363 | 1,206 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 93,131 | 3.02 | 4,316 | 3.08 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,479 | 15.04 | 486 | 15.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 83,195 | 3.10 | 3,855 | 3.16 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 62,846 | 9.32 | 2,912 | 9.39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 355,342 | 3.36 | 16,467 | 3.43 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 133,567 | 6,189 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31,465 | 58.92 | 1,458 | 59.17 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 34,410 | 2.93 | 1,595 | 2.97 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 14,470 | 0.65 | 671 | 0.75 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5,806 | 1.10 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 32,841 | 2.05 | 1,522 | 2.08 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4,141,363 | 5.55 | 191,911 | 5.62 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 27 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,598,287 | 1.34 | 213,085 | 1.40 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 178,124 | 8,254 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13,909 | 30.67 | 642 | 30.22 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,815 | 5.22 | 316 | 7.51 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 9 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55,915 | 7.03 | 2,591 | 7.11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,410 | 149.56 | 65 | 150.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,523 | 0.44 | 349 | 0.58 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 66,870 | 122.62 | 3,099 | 122.72 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 40,876 | 10.36 | 1,894 | 10.44 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 774,072 | 4.51 | 35,870 | 4.57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106,246 | 7.00 | 4,923 | 7.07 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 57,351 | 15.62 | 2,658 | 18.19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,576,376 | 1.95 | 73,050 | 2.02 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24,102 | 4.19 | 1,117 | 4.20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 588,237 | 1.08 | 27,259 | 1.15 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 8,478 | 15.27 | 393 | 15.29 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 237,120 | 73.69 | 10,988 | 73.81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 98,467 | 1.43 | 4,563 | 1.42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,791 | 315 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 979,609 | 0.77 | 45,395 | 0.84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26,053 | 8.31 | 1,207 | 8.45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 953 | 3,565.38 | 44 | 4,300.00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 18,675 | 20.38 | 865 | 20.47 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,163 | 0.22 | 332 | 0.30 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 156 | 271.43 | 7 | 600.00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 20,473 | 133.68 | 949 | 134.07 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11,751 | 41.89 | 545 | 42.04 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 922,412 | 3.55 | 42,745 | 3.61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20,396 | 45.95 | 945 | 46.06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 80 | 4 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 57,706 | 21.98 | 2,674 | 19.75 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 583,484 | 20.61 | 27,039 | 20.69 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 230,388 | 0.83 | 10,676 | 0.90 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 113,708 | 28.68 | 5,269 | 28.76 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 34,047 | 1,578 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 134,212 | 26.97 | 6,219 | 27.07 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 20,157 | 934 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 39,763 | 45.03 | 1,843 | 45.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25,752 | 178.04 | 1,193 | 178.74 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 57,627 | 3.21 | 2,670 | 3.29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831,647 | 1.85 | 39 | 2.70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,046,064 | 11.21 | 48,475 | 11.28 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 128 | 0.79 | 6 | 0.00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 294,562 | 2.96 | 13,650 | 3.03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,534 | 0 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 29,715 | 1,377 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 295,267 | 13,683 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 7,372 | 3.98 | 341 | 5.25 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5,956 | 276 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 14,750 | 6.19 | 684 | 6.22 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 26,430 | 16.33 | 1 | 0.00 | ||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,614,281 | 3.87 | 399,186 | 3.94 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1,242,741 | 1.97 | 57,589 | 2.04 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 990,000 | 13.79 | 45,877 | 13.87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,183,612 | 1.27 | 54,422 | 0.55 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 68,536 | 4.12 | 3,176 | 4.17 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 62 | 93.75 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 851,300 | 3.97 | 39,287 | 3.54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 25,142 | 202.88 | 1 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,986 | 5.04 | 324 | 4.87 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 692 | 25.59 | 32 | 28.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 272 | 13 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 85,648 | 7.01 | 3,969 | 7.07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,199 | 3.11 | 936 | 3.20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 16,096 | 1.68 | 745 | 3.91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,115 | 32.45 | 561 | 32.62 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 17,665 | 5.39 | 819 | 5.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21,081,488 | 1.06 | 976,908 | 1.13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,175,793 | 18.79 | 100,826 | 18.87 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 16,564 | 768 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 31 | 1 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 8,746 | 28.47 | 405 | 31.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409,786 | 6.43 | 19 | 5.88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 56 | 86.67 | 3 | 100.00 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 332,406 | 1.96 | 15,404 | 2.03 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 172,243 | 7,982 | ||||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 18,263 | 5.47 | 846 | 5.62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146,263 | 1.79 | 6,778 | 1.86 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 19 | 1 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 485,405 | 24.38 | 22,494 | 24.48 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 98,710 | 21.01 | 4,574 | 21.10 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 168,448 | 4.38 | 7,806 | 4.44 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 5 | 25.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 971,032 | 14.31 | 44,998 | 14.39 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15,288 | 2.15 | 708 | 4.28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 120 | 106.90 | 5 | 150.00 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0.00 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46,837 | 113.12 | 2,156 | 111.90 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 66,759 | 3,094 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,176 | 0.70 | 286 | 2.88 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 582,759 | 2.16 | 27,005 | 2.23 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 851 | 39 | ||||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 466,361 | 76.07 | 21,611 | 76.19 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 57,875 | 5.87 | 2,682 | 5.93 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 11,482 | 532 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 80,377 | 0.22 | 3,725 | 0.27 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 196,565 | 9,109 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23,363 | 1.15 | 1,083 | 1.22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 818 | 38 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60,836 | 1.98 | 2,801 | 3.89 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 34,146 | 0.69 | 1,582 | 0.76 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29,858 | 17.21 | 1,384 | 17.30 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 3,946 | 0 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86,579 | 2.26 | 4,009 | 4.46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 47,661 | 1.81 | 2,209 | 1.85 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 151,460 | 8.96 | 6,960 | 8.11 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15,221 | 6.29 | 705 | 6.33 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 66,284 | 2.00 | 3,072 | 2.06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5,932 | 275 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 121,329 | 29.72 | 5,505 | 27.08 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 7,737 | 7.37 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4,347 | 201 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10,082,461 | 0.32 | 467,221 | 0.38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,329 | 20.86 | 108 | 20.22 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 34,889 | 1,617 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 104,085 | 22.56 | 4,823 | 22.63 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 41,269 | 0.69 | 1,912 | 0.74 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 1,705,540 | 5.99 | 79,035 | 6.06 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 52,364 | 4.78 | 2,427 | 4.84 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 73,248 | 3,394 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 424,303 | 21.55 | 19,662 | 21.63 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3,119 | 4.88 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 423 | 1.44 | 20 | 0.00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 954,655 | 4.52 | 44,239 | 4.59 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5,277 | 245 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 53,150,304 | 1.23 | 2,462,985 | 1.29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,591 | 0.95 | 74 | 1.39 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,411 | 26.00 | 297 | 26.38 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 58,934 | 8.95 | 2,731 | 9.07 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 12,129 | 21,558.93 | 562 | 28,000.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 116,480 | 12.24 | 5,398 | 12.30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 244,027 | 7.04 | 11,308 | 7.11 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 965,523 | 114.05 | 44,750 | 114.05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 155,923 | 2.31 | 7,225 | 2.38 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 15 | 1 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 316,118 | 21.26 | 14,649 | 21.34 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 81 | 4 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 274,826 | 3.86 | 12,735 | 3.93 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 242 | 1.26 | 11 | 0.00 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 253,503 | 1.76 | 11,747 | 1.83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 60,231 | 19.89 | 2,791 | 19.99 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14,592 | 5.37 | 676 | 5.46 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 62,305 | 17.78 | 2,887 | 17.88 | ||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 200,000 | 9,268 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23,806 | 2.23 | 1,103 | 2.32 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7,408 | 20.51 | 343 | 20.77 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 12,401 | 575 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 732 | 34 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 101,870 | 2.28 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 579,898 | 6.24 | 26,872 | 6.31 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 618,635 | 1.42 | 28,668 | 1.49 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 94,244 | 17.99 | 4,367 | 18.09 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 0 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 108,365 | 3.60 | 5,022 | 3.68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22,438 | 11.13 | 1,040 | 13.55 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 19 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 56,247 | 18.45 | 2,606 | 18.56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 77 | 0 | ||||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 31,133 | 0.55 | 1,443 | 0.63 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 220,270 | 9.64 | 10,207 | 9.72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,015,096 | 0.54 | 47,040 | 0.60 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6,120 | 284 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 406,673 | 0.39 | 18,845 | 0.46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,572 | 351 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 230,554 | 10.67 | 11 | 11.11 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,779 | 17.19 | 360 | 17.26 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4,592 | 0.55 | 213 | 0.47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 86,315 | 96.33 | 4,000 | 96.51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 11,974 | 78.53 | 555 | 78.71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 200,321 | 37.34 | 9,283 | 37.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,735 | 26.04 | 266 | 26.19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 237,685 | 44.33 | 10,993 | 44.12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8,312 | 385 | ||||||
| 2025-07-17 | 13F | SWS Partners | 143,943 | 28.49 | 6,670 | 31.33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 30,830 | 2.55 | 1,429 | 2.59 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1,442,830 | 3.50 | 66,861 | 3.57 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 7,686 | 3.68 | 356 | 3.79 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 322,733 | 6.56 | 14,955 | 6.63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 152,642 | 6.77 | 7,026 | 6.57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 160 | 0.63 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,555 | 257 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 943,050 | 0.00 | 43,701 | 0.07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,606 | 8.47 | 584 | 8.55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 88,034 | 5.96 | 4,079 | 6.03 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 9,499 | 9.70 | 440 | 11.99 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 8,273 | 23.75 | 385 | 24.27 | ||||
| 2025-08-14 | 13F | Comerica Bank | 52,980 | 14.86 | 2,455 | 14.99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 205,692 | 12.42 | 9,501 | 12.20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 884 | 71.65 | 41 | 73.91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 581,926 | 10.10 | 26,949 | 12.46 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 46,427 | 10.35 | 2,151 | 10.48 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 290,049 | 2.60 | 13 | 0.00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 94,408 | 4.71 | 4,375 | 4.77 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1,651 | 0 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 124,797 | 1.16 | 5,783 | 1.23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 539,151 | 0.85 | 24,984 | 0.91 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 82,424 | 2.56 | 3,820 | 2.63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5,140 | 2.31 | 237 | 1.72 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 34,238 | 0.95 | 1,587 | 1.02 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10,088 | 18.35 | 467 | 18.53 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31 | 1 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7,682 | 0.08 | 356 | 0.28 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 607,738 | 2.72 | 28,163 | 2.79 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 12,377 | 40.23 | 574 | 40.44 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 6,719 | 311 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 89,210 | 23.77 | 4,131 | 26.02 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 73 | 3 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 180 | 8 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 71,200 | 3.28 | 3,299 | 3.35 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8,546 | 68.29 | 396 | 68.51 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 187,223 | 3.53 | 8,676 | 3.57 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118,778 | 8.90 | 5,504 | 8.97 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 726 | 1.82 | 34 | 0.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 219 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 49,670,899 | 1.98 | 2,301,750 | 2.04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,533 | 210 | ||||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 4,489 | 208 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 167,011 | 5.34 | 7,739 | 7.03 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,369 | 0.35 | 295 | 0.68 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 645,774 | 0.20 | 29,925 | 0.27 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 625,677 | 18.53 | 28,994 | 18.60 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 398 | 14.70 | 18 | 12.50 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 125,107 | 3.38 | 5,798 | 3.44 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 12,140 | 7.86 | 563 | 7.87 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 18,215 | 3.01 | 844 | 3.18 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135,955 | 3.08 | 6,300 | 3.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,104,824 | 3.19 | 282,897 | 3.26 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 55,740 | 36.20 | 2,583 | 39.19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,110 | 96.18 | 700 | 96.63 | ||||
| 2025-08-22 | NP | FTRB - Federated Hermes Total Return Bond ETF | 237,120 | 73.69 | 10,988 | 73.81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40,914 | 11.45 | 1,894 | 11.42 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 692 | 29.35 | 32 | 33.33 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 21,597 | 24.88 | 1,001 | 25.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,217,457 | 2.81 | 56 | 3.70 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 66 | 3 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9,273 | 7.84 | 430 | 7.79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72,479 | 3.56 | 3,359 | 3.61 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 160 | 220.00 | 7 | 250.00 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 61,739 | 0.46 | 2,861 | 0.53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11,187 | 16.33 | 518 | 16.40 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1,233,509 | 2.21 | 57,161 | 2.27 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 74,497 | 1.12 | 3,452 | 1.20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,011 | 2.54 | 232 | 2.65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 873,142 | 12.40 | 40,461 | 12.47 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,868 | 7.35 | 365 | 7.37 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5,707 | 264 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 326,631 | 7.62 | 15,136 | 7.69 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 22,391 | 4.09 | 1,038 | 4.12 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23,166 | 16.54 | 1,073 | 16.63 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 107 | 5 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 133 | 6 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18,315 | 1.34 | 849 | 1.44 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 361,806 | 2.34 | 16,766 | 2.41 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 339,856 | 13.96 | 15,749 | 14.03 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,459 | 68 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 72 | 3 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 104 | 1.96 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,658,973 | 1.95 | 76,877 | 2.01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,615 | 214 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,299,857 | 1.72 | 106,575 | 1.79 |
