Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Extended Market ETF meliputi Capitolis Liquid Global Markets LLC, Glenmede Investment Management, LP, Cypress Capital Group, Summit Trail Advisors, Llc, Advyzon Investment Management, LLC, Nicolet Bankshares Inc, Midwest Trust Co, Integrity Alliance, Llc., Painted Porch Advisors LLC, Investor's Fiduciary Advisor Network, LLC, Geometric Wealth Advisors, Chicago Capital, LLC, Modern Wealth Management, LLC, Marotta Asset Management, Beck Capital Management, Llc, One Day In July LLC, Mustico Financial Group, Inc., Maseco Llp, Atlantic Union Bankshares Corp, dan New Republic Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Smith, Moore & Co. | 1,049 | 202 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 1,051 | 203 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 2,022 | 12.83 | 390 | 26.30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 536 | 26.12 | 103 | 41.10 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 103,018 | 13.51 | 19,853 | 26.99 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,682 | 4.86 | 325 | 17.39 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 236 | 85.83 | 45 | 114.29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2,725 | 31.26 | 525 | 47.06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,206 | 0.17 | 232 | 12.08 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 12,408 | 10.86 | 2,389 | 23.98 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2,770 | 76.43 | 534 | 97.41 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 17,329 | 0.28 | 3,340 | 12.20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1,397 | 6.97 | 269 | 20.09 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 7,283 | 58.43 | 1,404 | 77.37 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 11,948 | 38.24 | 2,302 | 54.70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,243,904 | 3.63 | 239,713 | 15.93 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 139 | 27 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 9,741 | 1.51 | 1,877 | 13.55 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8,084 | 33.93 | 1,558 | 49.86 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6,107 | 1.09 | 1,177 | 13.08 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,628,860 | 2.89 | 313,897 | 15.11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 424,893 | 0.17 | 82 | 10.96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 12,836 | 13.95 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2,588 | 0.04 | 499 | 11.91 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 20,249 | 0.10 | 3,902 | 12.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5,276 | 17.90 | 1,017 | 31.95 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 27,282 | 0.86 | 5,257 | 12.84 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 1,108 | 214 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,502 | 1.18 | 1,060 | 13.25 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,258 | 821 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 626,749 | 9.41 | 125,481 | 27.16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 95,441 | 46.56 | 18,393 | 63.97 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 51,988 | 3.96 | 10,019 | 16.30 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 1,572 | 7.82 | 303 | 20.32 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 7,285 | 7.81 | 1,404 | 20.64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 85,498 | 6.59 | 16,476 | 36.55 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1,612 | 18.36 | 311 | 32.48 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 3,102 | 48.14 | 598 | 65.83 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 51,085 | 42.43 | 9,845 | 59.34 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 9,412 | 89.57 | 2 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10,103 | 2.21 | 1,947 | 14.39 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,733 | 2.70 | 719 | 14.86 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8,594 | 1,656 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,090 | 210 | ||||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 1,134 | 219 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,127 | 217 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1,051 | 202 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 6,629 | 0.05 | 1,278 | 11.92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 101,232 | 4.73 | 19,508 | 17.17 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,304 | 21.58 | 444 | 36.20 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 169,960 | 4.50 | 32,753 | 16.91 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1,680 | 324 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 420,323 | 5.78 | 81,000 | 18.34 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 146,474 | 11.08 | 28,227 | 24.27 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 106,100 | 20,447 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,077 | 27.78 | 593 | 43.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38,781 | 178.72 | 7,473 | 216.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1,043 | 201 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 15,049 | 391.16 | 2,900 | 450.28 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 4,307 | 830 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 33,358 | 6.21 | 6,428 | 18.82 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2,229 | 22.27 | 430 | 36.62 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 26,484 | 2.88 | 5,104 | 15.09 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 4,878 | 2.74 | 940 | 15.06 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5,706 | 11.66 | 1,100 | 109,800.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4,532 | 12.68 | 873 | 26.16 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,002 | 7.97 | 192 | 20.13 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 64 | 12 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,213 | 1,197 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 1,759 | 0.29 | 339 | 4.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,222 | 26.90 | 236 | 42.42 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 48,429 | 3.46 | 9,333 | 15.74 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,566 | 1.69 | 302 | 13.58 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 707,882 | 5.50 | 136,414 | 18.02 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1,279 | 1.99 | 246 | 14.42 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 1,044 | 205 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,681 | 15.96 | 1,673 | 29.79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,436 | 8.03 | 470 | 20.88 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 34,210 | 176.00 | 6,593 | 208.76 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 85,929 | 14.91 | 17 | 33.33 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 8 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 70,477 | 12.68 | 14 | 30.00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3,388 | 124.07 | 653 | 150.77 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 1,629 | 551.60 | 314 | 565.96 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 44,410 | 3.17 | 8,558 | 15.43 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 4,840 | 0.19 | 933 | 12.02 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 200,037 | 7.41 | 38,549 | 20.16 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 11 | 10.00 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 37,994 | 2.21 | 7,322 | 14.34 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 2,698 | 3.06 | 520 | 15.30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,423 | 126.43 | 1 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1,738 | 18.39 | 335 | 32.54 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2,299 | 0.04 | 443 | 11.90 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 113,577 | 7.49 | 21,887 | 20.25 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1,650 | 318 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17,428 | 2.57 | 3,359 | 14.76 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1,051 | 203 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11,216 | 2,161 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 1,357 | 262 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,732 | 1.61 | 723 | 13.52 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 1,623 | 0.06 | 313 | 11.83 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 5,069 | 16.50 | 977 | 30.31 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1,560 | 301 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 6,510 | 1,255 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 2,345 | 7.18 | 452 | 19.95 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3,062 | 3.38 | 590 | 15.69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 44,828 | 0.98 | 8,639 | 12.97 | ||||
| 2025-08-08 | 13F | King Wealth | 2,952 | 0.20 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 38,041 | 58.68 | 7,331 | 77.52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8,770 | 85.88 | 1,690 | 108.00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4,085 | 2.51 | 787 | 14.72 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1,390 | 8.17 | 268 | 20.81 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 35,187 | 17.93 | 6,781 | 34.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 77,457 | 2.47 | 14,927 | 14.63 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12,493 | 17.28 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 4,839 | 933 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,781 | 50.93 | 343 | 68.97 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6,410 | 5.15 | 1,235 | 17.62 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 3,944 | 3.95 | 760 | 16.39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11,349 | 0.34 | 2,187 | 12.27 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 9,897 | 0.07 | 1,907 | 11.98 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37,690 | 4.23 | 7,263 | 16.60 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 83,039 | 30.60 | 16,002 | 46.10 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 13,131 | 9.22 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2,314 | 1.85 | 446 | 13.81 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6,319 | 1.38 | 1,218 | 13.42 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 100 | 19 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 456,356 | 3.43 | 87,944 | 15.71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,428 | 10.96 | 275 | 24.43 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 366 | 71 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 113,742 | 102.05 | 21,919 | 126.04 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 2,606 | 0.27 | 502 | 12.30 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 32,714 | 6.75 | 6,304 | 19.44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13,982 | 27.63 | 2,694 | 42.77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1,615 | 16.78 | 311 | 18.70 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 493 | 95 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,793 | 0.25 | 538 | 12.32 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,006 | 44.00 | 772 | 60.96 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4,644 | 2.29 | 895 | 14.32 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 7,098 | 201.27 | 1,368 | 237.53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 758 | 77.52 | 3,615 | 4,850.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 224,716 | 131.09 | 43 | 126.32 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 10,931 | 0.57 | 2,149 | 11.58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 149,711 | 1.04 | 28,851 | 13.04 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 77,856 | 10.11 | 15 | 25.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,300 | 0.05 | 829 | 11.89 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2,446 | 88.01 | 471 | 110.27 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5,793 | 57.42 | 1,116 | 76.30 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,210 | 426 | ||||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 5,303 | 12.49 | 1,022 | 25.74 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 2,501 | 31.49 | 495 | 51.07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 880 | 0.11 | 170 | 11.92 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 8,320 | 1,603 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,970 | 2.82 | 380 | 14.85 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 22,750 | 12.89 | 4,390 | 26.45 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 6,012 | 19.52 | 1,159 | 33.72 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 508 | 98 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 16,167 | 0.13 | 3,116 | 12.01 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,653 | 21.75 | 3,730 | 10.42 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 345 | 57.53 | 66 | 78.38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,715 | 2.03 | 716 | 14.04 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 37 | 7 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 15 | 3 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 482,588 | 142.63 | 93,000 | 171.44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,403 | 1 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4,097 | 0.24 | 789 | 12.23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,276 | 548.08 | 1,595 | 624.55 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5,947 | 1.48 | 1,172 | 16.15 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1,433 | 276 | ||||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 1,190 | 0.25 | 229 | 12.25 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,826 | 866.14 | 350 | 993.75 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 82,331 | 17.56 | 15,898 | 31.79 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15,837 | 1.18 | 3,052 | 13.17 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 30,911 | 17.62 | 5,957 | 31.57 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1,101 | 212 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4,335 | 2.80 | 835 | 15.01 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4,548 | 876 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 62 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 189,794 | 31.78 | 36,388 | 46.06 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4,294 | 29.77 | 740 | 17.68 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 881,813 | 2.24 | 169,935 | 14.37 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 3,997 | 770 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,235 | 0.02 | 816 | 11.93 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,324 | 7.99 | 641 | 20.75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6,412 | 7.37 | 1,268 | 32.12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,533 | 8.11 | 488 | 9.66 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,105 | 213 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18,154 | 0.27 | 3,498 | 12.19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,228 | 2.12 | 622 | 14.15 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 86 | 17 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2,493 | 4.57 | 480 | 17.07 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 186 | 36 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1,081 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 988,209 | 4.11 | 190,438 | 16.47 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 205 | 17.14 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2,752 | 0.26 | 530 | 12.29 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7,601 | 512.49 | 1,465 | 587.32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17,892 | 45.61 | 3,448 | 62.90 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1,980 | 0.66 | 382 | 12.72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105,741 | 1.28 | 20,379 | 13.31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2,949 | 233.22 | 568 | 273.68 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 575 | 91.67 | 111 | 115.69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 577,387 | 1.10 | 111,268 | 13.11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,948 | 15.68 | 1,724 | 29.43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,655,410 | 1.19 | 704,434 | 13.20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 100 | 177.78 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 334,522 | 105.26 | 61,133 | 117.76 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 231,954 | 0.11 | 44,700 | 11.99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 149,460 | 1.84 | 28,802 | 13.94 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 90 | -37.50 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 64,295 | 2.55 | 12,390 | 14.73 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,283,604 | 4.44 | 632,783 | 16.84 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,969 | 11.37 | 379 | 24.67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2,615 | 504 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 3,388 | 0.33 | 653 | 12.22 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 2,014 | 27.15 | 388 | 42.65 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1,453 | 280 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 5,323 | 9.46 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 5,963 | 7.31 | 1,149 | 20.06 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 27,990 | 3.56 | 5,394 | 15.85 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29,469 | 0.28 | 5,679 | 12.17 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 32,377 | 5.32 | 6,239 | 17.83 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 265,596 | 3.91 | 51,183 | 16.25 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 106,254 | 11.33 | 20 | 25.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 35 | 6 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39,141 | 17.84 | 7,543 | 31.83 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 30,970 | 48.54 | 5,968 | 66.19 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 2,051 | 2.76 | 395 | 15.16 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,189 | 19.36 | 1,577 | 32.97 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 1,269 | 0.32 | 244 | 12.44 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 2 | ||||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2,869 | 0.24 | 553 | 12.20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,060 | 8.08 | 397 | 20.73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,868 | 1.96 | 553 | 14.05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,103 | 14.54 | 213 | 28.48 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3,250 | 626 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9,673 | 14.91 | 1,864 | 28.55 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6,068 | 7.63 | 1,169 | 20.39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 141 | 33.02 | 27 | 58.82 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 61,177 | 1.57 | 11,789 | 13.63 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 332,425 | 19,171.01 | 2 | -99.66 | ||||
| 2025-08-08 | 13F | Creative Planning | 481,857 | 0.53 | 92,859 | 12.47 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1,298 | 0.23 | 250 | 12.11 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,082 | 10.62 | 597 | 24.43 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 772 | 0.13 | 149 | 12.12 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2,564 | 11.24 | 494 | 24.43 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3,529 | 0.09 | 680 | 12.03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 17,209 | 3,316 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2,326 | 1.57 | 448 | 13.71 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8,930 | 0.61 | 1,721 | 12.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,933,498 | 7.23 | 565,314 | 19.95 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 169,960 | 4.50 | 32,753 | 16.91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 525 | 12.66 | 101 | 26.25 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,185 | 63.22 | 228 | 82.40 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3,661 | 0.25 | 705 | 12.08 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 163 | 18.98 | 31 | 34.78 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 26,857 | 2.81 | 5,176 | 15.03 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 40,264 | 12.82 | 7,759 | 26.22 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 152,545 | 19.75 | 29,397 | 33.96 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1,505 | 0.87 | 290 | 12.84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,871 | 39.00 | 361 | 55.84 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 29,831 | 85.09 | 5,749 | 107.06 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11,058 | 17.20 | 2,131 | 31.08 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 7,300 | 33.43 | 1,407 | 49.26 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 2,261 | 6.40 | 436 | 18.85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2,779 | 0.22 | 536 | 12.16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53,364 | 4.19 | 10,284 | 16.56 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 206 | 1.48 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1,444 | 11.59 | 278 | 25.23 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 1,453 | 1.32 | 280 | 13.36 | ||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 5,538 | 0.56 | 1,067 | 12.55 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 1,886 | 0.11 | 364 | 12.04 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,121 | 216 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,025 | 111.60 | 1,354 | 136.95 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1,475 | 1.79 | 284 | 14.06 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 42,479 | 6.88 | 8,186 | 19.57 | ||||
| 2025-07-17 | 13F | KWB Wealth | 9,214 | 1.39 | 1,587 | -8.05 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,090 | 27.04 | 210 | 42.86 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3,886 | 0.28 | 749 | 12.14 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 2,913 | 7.85 | 561 | 20.65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 3,380 | 10.89 | 651 | 24.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 21 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,034 | 261.28 | 392 | 307.29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,937 | 3.03 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R | 34,500 | 23.42 | 5,894 | 5.84 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 466,235 | 7.61 | 89,848 | 20.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1,086 | 209 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 61,805 | 1.96 | 11,910 | 14.07 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 27,282 | 53.45 | 5,258 | 71.69 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,449 | 0.04 | 472 | 12.11 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 166,130 | 7.86 | 32,015 | 20.67 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 1,360 | 6.25 | 262 | 19.09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,233,081 | 4.28 | 237,627 | 16.66 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1,273,342 | 17.56 | 245,385 | 31.52 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 69,870 | 7.06 | 13,465 | 19.77 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 535 | 0.19 | 92 | -8.91 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 1,061 | 204 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 2,981 | 0.37 | 574 | 12.33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,240 | 3.51 | 239 | 15.53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,706,040 | 1.81 | 328,771 | 13.90 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3,536 | 6.19 | 681 | 16.81 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 39,848 | 0.32 | 7,679 | 12.23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 270,715 | 1.89 | 52,169 | 13.98 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 8,352 | 0.24 | 1,609 | 12.13 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 1,352 | 260 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 4,391 | 204.72 | 846 | 241.13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3,434 | 6.38 | 662 | 18.88 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 1,054 | 203 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 91,603 | 2.49 | 17,653 | 14.66 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 268 | 100.00 | 52 | 121.74 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2,512 | 25.35 | 484 | 40.29 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6,772 | 42.90 | 1,305 | 59.93 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 615 | 392.00 | 118 | 461.90 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 65,616 | 5.45 | 13 | 20.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,809 | 8.81 | 3,432 | 21.71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 119,012 | 1.49 | 23,657 | 17.11 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 16,969 | 21.40 | 3,270 | 35.85 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,970 | 0.51 | 1 | |||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 1,805 | 0.28 | 348 | 11.94 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,269 | 43.06 | 630 | 60.05 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13,964 | 23.32 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4,203 | 0.17 | 810 | 12.19 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 14,887 | 0.64 | 2,869 | 12.56 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1,510 | 292 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 95 | 18 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 66,907 | 8.14 | 12,894 | 20.98 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,340 | 1.09 | 836 | 13.13 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2,266 | 0.27 | 437 | 12.08 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7,310 | 0.25 | 1,409 | 16.56 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 12,348 | 1.97 | 2,380 | 14.10 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 374,574 | 1.56 | 72,184 | 13.62 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13,693 | 11.66 | 2,639 | 24.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 483,328 | 11.48 | 91,578 | 22.50 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1,622 | 8.57 | 313 | 21.40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 131,389 | 3.35 | 25,320 | 15.63 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 733 | 1.95 | 141 | 14.63 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1,953 | 0.05 | 376 | 11.90 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 22,895 | 340.03 | 4,412 | 392.41 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 96,495 | 1.84 | 18,596 | 13.93 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 12,498 | 13.49 | 2,408 | 27.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,079 | 208 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,236 | 30.73 | 1,780 | 46.18 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7,329 | 490.57 | 1 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 1,085 | 209 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,573 | 7.00 | 881 | 19.70 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 15,479 | 19.96 | 2,983 | 34.20 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 15,066 | 8.61 | 2,903 | 21.52 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17,155 | 1.63 | 3,306 | 13.73 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 195,831 | 0.14 | 37,739 | 12.03 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 100,000 | 19,271 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 77,660 | 12.83 | 15 | 27.27 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 3,873 | 1.55 | 746 | 13.55 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 591,032 | 43.80 | 113,898 | 60.87 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11,716 | 23.55 | 2,258 | 38.21 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1,371 | 0 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 665 | 128 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,059 | 204 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,131 | 218 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 23,832 | 0.56 | 4,593 | 12.49 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 26,806 | 2.54 | 5 | 25.00 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1,033 | 204 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1,594 | 0.25 | 307 | 12.45 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29,144 | 6.00 | 6 | 25.00 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 332 | 64 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4,431 | 1.86 | 854 | 14.02 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 74,094 | 8.73 | 14,279 | 21.63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 240,790 | 22.12 | 46,403 | 36.62 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,921 | 56.43 | 370 | 75.36 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,725 | 93.97 | 910 | 117.18 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 8,486 | 0.27 | 1,635 | 12.22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51,415 | 1.19 | 9,908 | 13.21 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 1,397 | 6.97 | 269 | 20.09 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3,621 | 2.58 | 698 | 14.64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4 | 1 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19,358 | 22.26 | 3,731 | 36.78 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 535 | 103 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 823 | 159 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 72,535 | 0.45 | 13,978 | 12.38 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 112 | 0.90 | 21 | 10.53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41,027 | 34.60 | 7,906 | 50.59 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 64,564 | 2.92 | 12,442 | 15.14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35,114 | 4.68 | 6,767 | 17.10 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 6,954 | 21.13 | 1,340 | 35.63 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 2,093 | 0.29 | 413 | 14.76 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20,648 | 8.90 | 3,979 | 21.83 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 77,415 | 10.54 | 14,919 | 23.67 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,439 | 277 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 19 | 4 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 871 | 10.25 | 168 | 22.79 | ||||
| 2025-07-18 | 13F | Vicus Capital | 32,216 | 2.01 | 6,208 | 14.12 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,156 | 8.05 | 608 | 20.87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 266 | 0.38 | 51 | 13.33 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 1,768 | 12.47 | 341 | 25.93 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,672 | 7.61 | 515 | 4.05 |
