Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF termasuk First International Bank of Israel Ltd., Summit Investment Advisory Services, LLC, Atlantic Union Bankshares Corp, Merit Financial Group, LLC, Hancock Whitney Corp, Meiji Yasuda Life Insurance Co, Beese Fulmer Investment Management, Inc., Cornerstone Planning, LLC, Sequoia Financial Advisors, LLC, TFR Capital, LLC., Simon Quick Advisors, Llc, Summitry Llc, Cowa, Llc, FourThought Financial Partners, LLC, McIlrath & Eck, LLC, Hollencrest Capital Management, Creative Capital Management Investments LLC, CoreCap Advisors, LLC, Strategic Wealth Partners, Ltd., dan Boreal Capital Management LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Wrapmanager Inc | 142,591 | 1.90 | 3,461 | 2.28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,479 | -9.09 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 55,604 | 10.67 | 1,350 | 11.12 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 128,425 | 6.49 | 3,117 | 6.86 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 471,129 | 3.44 | 11,434 | 3.82 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 47,600 | 120.93 | 1,155 | 122.54 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 125,616 | 11.39 | 3,049 | 11.81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 74,942 | 38.26 | 1,819 | 38.78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49,270 | 1,196 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 169,125 | 29.91 | 4,089 | 31.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,144,457 | 4.56 | 28 | 3.85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 3,203,508 | 15.91 | 77,461 | 16.98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 45,695 | 0.97 | 1,109 | 1.37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 105,096 | 1.29 | 2,551 | 1.67 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 808,173 | 10.34 | 19,614 | 10.75 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 9,099 | 0.31 | 221 | 0.46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80,005 | 1,942 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,056,059 | 5.08 | 25,631 | 5.47 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 47,330 | 6.27 | 1,149 | 6.69 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136,680 | 5.62 | 3,317 | 6.04 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32,089 | 0.49 | 779 | 0.78 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 201 | |||||||
| 2025-08-14 | 13F | First Manhattan Co | 63,225 | 6.39 | 1,534 | 6.82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,439 | 18.59 | 785 | 18.76 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 84,674 | 19.47 | 2,055 | 19.96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,454,384 | 6.37 | 59,568 | 6.77 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,199 | 121.82 | 102 | 124.44 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80,382 | 19.95 | 1,951 | 20.37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 767,151 | 8.69 | 18,619 | 9.10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 370 | 9 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 898 | 7.29 | 22 | 5.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 283 | 4.44 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 392,771 | 1.61 | 9,533 | 1.99 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190,901 | 0.40 | 4,633 | 0.78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,157 | 21.49 | 465 | 21.78 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 10,945 | 1.53 | 266 | 1.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 391,528 | 214.53 | 9,502 | 215.79 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,769 | 20.66 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 157,723 | 19.09 | 3,828 | 19.52 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 199,970 | 3.66 | 4,853 | 4.05 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 11,632 | 282 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 22,170 | 47.69 | 538 | 48.62 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 26,686 | 6.64 | 648 | 6.94 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 44,207 | 1.96 | 1,073 | 2.29 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 673,159 | 13.66 | 16,338 | 14.08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,620 | 127.96 | 233 | 128.43 | ||||
| 2025-08-01 | 13F | First National Trust Co | 290,329 | 10.79 | 7,046 | 11.21 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 85,689 | 2.62 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 79,218 | 54.37 | 1,923 | 55.00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15,947 | 6.69 | 387 | 7.20 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 239,310 | 3.17 | 5,808 | 3.57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 360,844 | 2.38 | 8,758 | 2.76 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33,572 | 6.17 | 814 | 6.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192,817 | 3.69 | 4,680 | 4.07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,606 | 0.04 | 136 | 0.74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 235,615 | 0.46 | 5,718 | 0.95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 685,568 | 1.94 | 16,639 | 2.32 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14,555 | 0 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 20,663 | 31.67 | 501 | 32.19 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55,633 | 0.45 | 1,350 | 0.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 378,169 | 19.79 | 9,178 | 20.24 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 64,941 | 64.48 | 1,576 | 65.20 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 28,241 | 16.79 | 685 | 17.29 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 32,818 | 4.05 | 796 | 4.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,075,615 | 9.48 | 74,645 | 9.89 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 21,558 | 2.77 | 523 | 3.16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 176,746 | 4,290 | 147.63 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1,474,249 | 2.94 | 35,780 | 3.33 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 159,259 | 14.34 | 3,851 | 15.37 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 18,774 | 0.02 | 456 | 0.44 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 144 | 3 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,415 | -21.84 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 912,441 | 20.10 | 22,145 | 20.54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 761 | 1.20 | 18 | 0.00 | ||||
| 2025-07-16 | 13F | Novem Group | 691,805 | 123.79 | 16,790 | 124.65 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 39,624 | 8.17 | 962 | 8.59 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 57,633 | 23.83 | 1,394 | 24.93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38,831 | 136.77 | 1 | |||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104,203 | 1.73 | 2,529 | 2.10 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 262,378 | 3.92 | 6,357 | 4.44 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 174,933 | 4,246 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,951 | 0 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 30,946 | 0.45 | 748 | 1.36 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 66 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,507 | 61 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 314,361 | 0.22 | 7,630 | 0.59 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 185,813 | 4,510 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 150,594 | 51.93 | 3,655 | 52.50 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9,728 | 748.13 | 236 | 774.07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 224,270 | 4.64 | 5,443 | 5.04 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22,540 | 0.57 | 547 | 1.11 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 237 | -35.87 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 6,625 | 5.34 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2.79 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18,829 | 38.76 | 457 | 39.02 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21,703 | 1.10 | 527 | 1.35 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 185,356 | 35.52 | 4,499 | 36.01 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8,871 | 215 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 104,396 | 17.47 | 2,534 | 17.92 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 64,290 | 4.55 | 1,560 | 4.98 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10,169 | 0.03 | 246 | 0.41 | ||||
| 2025-07-21 | 13F | Trust Co of Kansas | 15,671 | 67.96 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,121,733 | 3.54 | 27,224 | 3.92 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23,354 | 12.27 | 564 | 12.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,435,397 | 2.48 | 34,837 | 2.86 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50,993 | 4.86 | 1,233 | 5.84 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14,937 | 363 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 223,333 | 4.91 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 137,261 | 3,331 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 620,753 | 2.10 | 15,066 | 2.48 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 643,728 | 7.48 | 15,623 | 7.88 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 397 | 10 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 300.00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24,947 | 28.93 | 605 | 29.55 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 443,466 | 1.21 | 10,763 | 1.58 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 74,358 | 0.31 | 1,801 | 0.45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44,898 | 1,090 | 1.68 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,095 | 27 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 194,237 | 7.93 | 4,714 | 8.34 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 260,076 | 6,312 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55,735 | 5.48 | 1,353 | 5.87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,511,525 | 2.24 | 36,685 | 2.62 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,158 | 0.89 | 271 | 1.12 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 15,907 | 386 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 12,202 | 296 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 14 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,701,526 | 2,356.92 | 153 | -95.83 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254,325 | 2.63 | 6,172 | 3.02 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 114,694 | 3.52 | 2,784 | 4.12 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 111,553 | 2,673 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,175 | 48.71 | 77 | 50.98 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 605 | |||||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 71,998 | 0.83 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 15,425 | 374 | 17.98 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,581,593 | 6.45 | 62,655 | 6.84 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121,561 | 1.61 | 2,950 | 2.01 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,319,610 | 13.78 | 32,027 | 14.20 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,937 | 6.51 | 581 | 6.81 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13,079 | 0.75 | 317 | 1.28 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,538 | 0.22 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 863,608 | 27.51 | 20,960 | 27.99 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 104,064 | 4.77 | 2,526 | 5.16 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2,476,787 | 9.52 | 60,013 | 10.20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,979,182 | 5.52 | 96,575 | 5.91 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 434,884 | 27.35 | 10,555 | 27.83 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,307,775 | 2.02 | 31,740 | 2.40 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75,939 | 14.26 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1,049,451 | 1.65 | 25,470 | 2.03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59,534 | 3.30 | 1,445 | 3.66 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 36,580 | 12.56 | 888 | 12.99 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 185,555 | 4.18 | 4,503 | 4.58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,501,886 | 18.66 | 36,442 | 19.06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18,967 | 8.77 | 460 | 9.26 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 147,994 | 39.38 | 3,592 | 39.89 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35,026 | 9.29 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,292 | 54.14 | 56 | 57.14 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 46,336 | 9.17 | 1,125 | 9.55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 249,431 | 4.38 | 6,031 | 5.34 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 787 | 1.03 | 19 | 5.56 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 146,505 | 6.18 | 3,556 | 6.56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 173,383 | 1.82 | 4,208 | 2.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 56,409 | 4.42 | 1,369 | 4.82 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 31,924 | 7.53 | 775 | 7.95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2,093 | 51 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 423,549 | 10,280 | ||||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 173,000 | 4,199 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 451,082 | 3.06 | 10,948 | 3.44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 254,312 | 6,172 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8,532 | 22.45 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 203,151 | 11.83 | 4,930 | 12.25 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 59,942 | 4.57 | 1,455 | 4.91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59,818 | 35.69 | 1,452 | 36.24 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18,211 | 0.09 | 442 | 0.46 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 31,375 | 0.53 | 761 | 0.93 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,022,940 | 5.68 | 24,827 | 6.08 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 42,786 | 376.19 | 1,038 | 378.34 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 452,728 | 1.39 | 10,988 | 1.77 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 24,124 | 1.77 | 1 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 34,825 | 6.11 | 845 | 6.56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64,031 | 41.98 | 1,553 | 42.39 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165,900 | 34.09 | 4,026 | 34.60 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 183,085 | 5.32 | 4,443 | 5.71 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 312,974 | 1.96 | 7,596 | 2.33 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 188,608 | 20.15 | 4,578 | 20.61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 73,138 | 10.24 | 1,775 | 10.66 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 51,766 | 0.13 | 1,256 | 0.48 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 43,250 | 35.58 | 1,050 | 36.06 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 10,849 | 0.37 | 263 | 1.15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,112,244 | 0.95 | 196,884 | 1.32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 303,559 | 5.69 | 7,367 | 6.08 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 139,881 | 6.45 | 3,395 | 6.83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18,179 | 73.68 | 441 | 74.31 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13,471 | 1.10 | 327 | 1.24 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 13,862 | 336 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,876 | 533.63 | 191 | 536.67 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 137,467 | 16.67 | 3,336 | 17.09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56,142 | 17.26 | 1,363 | 17.72 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 80,847 | 18.33 | 1,962 | 18.77 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4,212,231 | 4.93 | 102,231 | 5.32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,814,444 | 12.21 | 68,307 | 12.62 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 42,180 | 0.29 | 1,024 | 0.69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 210,028 | 10.40 | 5,097 | 10.80 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 24,117 | 6.19 | 585 | 6.56 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,349 | 2.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,449 | 0.12 | 59 | 1.72 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 16,988 | 25.99 | 412 | 26.38 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7,037 | 4.83 | 171 | 4.94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 31,394 | 0.02 | 762 | 0.40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156,452 | 0.54 | 3,780 | 0.45 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 15,786 | 13.38 | 383 | 13.99 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 163,728 | 2.92 | 3,974 | 3.30 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 22,332 | 8.77 | 542 | 9.07 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61,317 | 3.25 | 1,488 | 3.69 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13,097 | 0.11 | 318 | 0.32 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 675,836 | 1.75 | 16,403 | 2.13 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,512 | 1.14 | 37 | 0.00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 47,517 | 8.41 | 1,153 | 8.88 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,023 | 31.86 | 98 | 32.88 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 59,842 | 28.08 | 1,452 | 28.61 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 982,970 | 6.84 | 23,857 | 7.24 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 71,659 | 0.03 | 1,739 | 0.40 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22,577 | 4.80 | 548 | 5.19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 657,531 | 16.18 | 15,958 | 16.61 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 47,069 | 1.41 | 1,142 | 1.78 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 991,308 | 0.05 | 24,059 | 0.42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 50,210 | 5.78 | 1,219 | 6.19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,110 | 0.20 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28,321 | 687 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 76,784 | 75.27 | 1,864 | 75.92 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11,650 | 8.88 | 283 | 9.30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140,976 | 29.08 | 3,422 | 29.58 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23,389 | 35.14 | 568 | 35.65 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74,842 | 38.46 | 1,813 | 39.35 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,173,113 | 3.82 | 28,471 | 4.21 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57,802 | 15.44 | 1,403 | 15.87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 240,100 | 9.18 | 5,827 | 9.59 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 164,698 | 108.06 | 3,982 | 110.02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66,830 | 12.10 | 1,622 | 12.49 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 50,981 | 6.66 | 1,237 | 7.10 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 215,293 | 4.57 | 5 | 25.00 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 260,900 | 1.66 | 6,332 | 2.05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,036 | 46.95 | 25 | 47.06 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 409,350 | 5.11 | 9,935 | 5.50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 195,185 | 58.75 | 4,737 | 59.39 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 36,931 | 6.88 | 894 | 7.07 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 85,500 | 17.61 | 2,075 | 18.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,070 | 22.43 | 26 | 19.05 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 35,000 | 133.33 | 849 | 134.53 | ||||
| 2025-07-31 | 13F | United Community Bank | 12,630 | 6.67 | 307 | 6.99 |
