Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF termasuk Broadway Wealth Solutions, Inc., Motco, rebel Financial LLC, Cliftonlarsonallen Wealth Advisors, Llc, Moloney Securities Asset Management, LLC, Cornerstone Wealth Management, LLC, Bill Few Associates, Inc., Wbh Advisory Inc, WealthPlan Investment Management, LLC, ORG Partners LLC, Valmark Advisers, Inc., Atticus Wealth Management, Llc, First PREMIER Bank, Savvy Advisors, Inc., Rollins Financial Advisors, LLC, Goldman Sachs Group Inc, Arete Wealth Advisors, LLC, Capital Market Strategies LLC, Arkadios Wealth Advisors, dan Riverstone Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8,410 | 11.30 | 724 | 29.80 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 99,003 | 12.71 | 8,521 | 31.48 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 15,143 | 21.59 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,593 | 223 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15,122 | 0.62 | 1,302 | 17.42 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 117,637 | 4.15 | 10,125 | 21.49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9,351,704 | 8.93 | 804,901 | 27.05 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 23,269 | 1.47 | 2,003 | 18.32 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 3,876 | 1.36 | 334 | 18.09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 2,353 | 203 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17,591 | 7.87 | 1,514 | 25.85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 247,015 | 36.92 | 21,261 | 59.71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23,753 | 151.38 | 2,044 | 167.19 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,771 | 103.56 | 152 | 137.50 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 954,568 | 14.52 | 82,160 | 33.58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 49,781 | 163.74 | 4,285 | 207.76 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 173,036 | 3.41 | 14,893 | 20.62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 308,986 | 68.81 | 26,594 | 96.91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 347 | 3.27 | 30 | 20.83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,880 | 27.88 | 334 | 49.33 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 30,477 | 346.42 | 2,623 | 421.47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,100,250 | 162.10 | 94,699 | 205.71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 62,601 | 6.59 | 5,388 | 24.35 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,276 | 12.38 | 368 | 31.43 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,192 | 106.75 | 791 | 141.16 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 462,300 | 39,790 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 733 | 29.05 | 63 | 53.66 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 50,919 | 24.60 | 4,383 | 45.34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,018 | 223 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,555 | 220 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17,964 | 19.89 | 1,546 | 39.91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 509,168 | 0.89 | 43,824 | 17.68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33,842 | 11.43 | 2,913 | 29.94 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 272,979 | 0.32 | 23,495 | 17.01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,277 | 282 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 460,101 | 10.87 | 39,601 | 29.33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25,560 | 0.53 | 2,200 | 17.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477,584 | 7.78 | 41,106 | 25.72 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 18,988 | 19.75 | 1,634 | 39.66 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,737 | 236 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 480,283 | 0.67 | 41,338 | 17.43 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 12,817 | 157.68 | 1,103 | 200.54 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 71,280 | 24.53 | 6,135 | 45.28 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14,059 | 90.22 | 1,210 | 102.34 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 336,112 | 18.74 | 28,929 | 38.51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,434,707 | 7.50 | 123 | 25.51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 7,968 | 4.40 | 686 | 25.23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,610,252 | 9.54 | 138,594 | 27.76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,851 | 25.67 | 504 | 46.65 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 344,487 | 35.72 | 29,650 | 58.31 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,365 | 36.86 | 204 | 45.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 32,806 | 36.91 | 2,824 | 59.67 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 51,313 | 11.86 | 4,417 | 30.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,767 | 12.92 | 755 | 31.82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 71,188 | 14.38 | 6,127 | 33.43 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,249 | 0 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 56,783 | 6.33 | 4,887 | 24.04 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4,687 | 403 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6,811 | 33.50 | 586 | 55.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 934 | 240.88 | 80 | 300.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 25,525 | 17.63 | 2,197 | 37.16 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 96,902 | 3.42 | 8,340 | 20.64 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 38,095 | 25.12 | 3,279 | 45.95 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2,594 | 223 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 345 | 30 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,634,474 | 7.80 | 312,819 | 25.74 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12,977 | 1,103 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | 11 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,715 | 56.24 | 578 | 82.02 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 29,053 | 45.19 | 2,501 | 69.38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,120 | 202.86 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11,289 | 4.48 | 972 | 21.83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 169,217 | 11.63 | 14,565 | 30.21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 129,751 | 24.72 | 11,168 | 45.48 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 3,000 | 258 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 212,241 | 11.81 | 18 | 28.57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,308,437 | 14.32 | 112,617 | 33.34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 393,129 | 22.48 | 33,837 | 42.86 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9,116 | 785 | ||||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 40,547 | 8.09 | 3,490 | 26.05 | ||||
| 2025-09-03 | 13F | American Trust | 455,183 | 6.56 | 39,178 | 24.30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850,587 | 47.12 | 73,216 | 71.60 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 31,990 | 1.03 | 2,753 | 17.85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,378 | 1,496 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2,492 | 214 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 2,366 | 204 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7,543 | 97.31 | 649 | 130.14 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 9,661 | 39.49 | 832 | 62.62 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 495 | 28.24 | 43 | 50.00 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2,335 | 201 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 199,937 | 2.07 | 17,209 | 19.06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 42,910 | 3.16 | 3,693 | 20.33 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12,742 | 4.17 | 1,097 | 21.51 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7,433 | 3.80 | 640 | 21.02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,586 | 24.35 | 1,255 | 45.09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5,192 | 8.28 | 457 | 29.46 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 75,791 | 55.08 | 6,523 | 80.89 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 11,019 | 6.68 | 948 | 24.41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16,621 | 1,431 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 2,582 | 222 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 849,065 | 7.86 | 73,079 | 25.81 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 15,621 | 1,344 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 356,989 | 9.86 | 30,726 | 28.14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,434,332 | 21.20 | 123 | 41.38 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 50,365 | 6.90 | 4,335 | 24.68 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4,282 | 4.39 | 369 | 21.85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24,891 | 15.47 | 2,142 | 34.72 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 129,759 | 26.66 | 11,169 | 47.74 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 15,913 | 1,370 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8,946 | 2.11 | 806 | 28.34 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 182,309 | 6.99 | 15,691 | 24.80 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 14,969 | 0.70 | 1,288 | 17.52 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 556,436 | 4.44 | 47,892 | 21.82 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 4,389 | 4.65 | 378 | 22.01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55,281 | 19.25 | 4,758 | 39.12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22,814 | 454.14 | 1,964 | 547.85 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,124 | 13.03 | 782 | 38.23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,487,290 | 16.04 | 128 | 36.17 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 7,646 | 10.00 | 666 | 26.62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 37,507 | 60.03 | 3,228 | 86.70 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 309,405 | 10.16 | 26,630 | 28.49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,427 | 2.89 | 1,500 | 20.02 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,268 | 143.34 | 281 | 183.84 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 2,900 | 1.75 | 250 | 18.57 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 164,064 | 5.17 | 14,121 | 22.67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114,391 | 12.23 | 9,846 | 30.90 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4,936 | 10.23 | 425 | 28.48 | ||||
| 2025-08-01 | 13F | Motco | 39,605 | 3,498 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137,680 | 12.61 | 12 | 22.22 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11,869 | 1,022 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 118 | 10 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 38,073 | 55,078.26 | 3,277 | 65,420.00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,828 | 0 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 11,074 | 0.02 | 953 | 16.65 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 10,546 | 93.90 | 908 | 126.18 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,584 | 308 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 354,535 | 0.73 | 30,515 | 17.49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,983 | 510.15 | 171 | 639.13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15,219 | 11.28 | 1,310 | 29.73 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 4,652 | 4.77 | 400 | 22.32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 64,698 | 5,569 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 378,412 | 4.74 | 32,570 | 22.17 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 5,543 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 268,109 | 4.86 | 23,076 | 22.31 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 21,267 | 252.39 | 1,830 | 311.24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 449 | 39 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 32,881 | 1.47 | 2,830 | 18.36 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 270,878 | 0.59 | 23,314 | 17.33 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 29,707 | 2,557 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54,675 | 9.34 | 4,706 | 27.54 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 15,860 | 1,365 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174,998 | 19,025.46 | 15,062 | 22,380.60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,790 | 240 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 199 | 14.37 | 17 | 41.67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,063 | 6.03 | 1 | |||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 3,198 | 275 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4,691 | 404 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26,717 | 44.71 | 2,300 | 68.80 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 4,015 | 0.38 | 346 | 16.95 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 25,639 | 7.65 | 2,207 | 25.55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,524 | 16.10 | 475 | 35.33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39,770 | 2.19 | 3,423 | 19.23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,512,288 | 24.90 | 474,443 | 45.69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40,952 | 4.46 | 3,525 | 21.85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,303 | 8.58 | 370 | 26.71 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,053 | 0.96 | 865 | 17.85 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 184,640 | 9.04 | 15,892 | 27.18 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 86 | 19.44 | 7 | 40.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,987 | 429 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7,179 | 618 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,692 | 15.88 | 3,761 | 35.15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 298,238 | 20.13 | 25,669 | 40.13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,648 | 572 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 3,185 | 274 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 6,900 | 10.95 | 594 | 29.48 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10,427 | 21.75 | 1 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63,207 | 1.25 | 5,440 | 18.11 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 22,808 | 870.97 | 1,963 | 1,034.68 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25,313 | 0.93 | 2,179 | 17.73 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9,367 | 9.34 | 806 | 27.53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,757,166 | 85.99 | 150,185 | 115.70 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 14,643 | 6.48 | 1,260 | 24.26 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 284,833 | 45.79 | 24,516 | 70.05 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 466 | 40 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7,183 | 33.09 | 618 | 55.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,534,344 | 3.06 | 132,061 | 20.21 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 38,411 | 12.66 | 3,306 | 31.45 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 53 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 37,362 | 18.19 | 3,216 | 37.86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,414 | 2.46 | 122 | 19.80 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 62,640 | 9.43 | 4,694 | -2.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,353 | 15.55 | 805 | 33.78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 187 | 0 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 41,413 | 3,564 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 29,144 | 179.59 | 2,508 | 226.14 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,541 | 17.33 | 305 | 36.94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 601,943 | 2.83 | 51,809 | 19.94 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 29,150 | 37.38 | 2,509 | 60.26 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 208,850 | 9.52 | 17,976 | 27.75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18,928 | 22.75 | 1,629 | 43.27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 754,876 | 140.09 | 65,282 | 181.38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,635 | 22.67 | 571 | 43.11 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20,107 | 1,731 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 32,894 | 2,831 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32,164 | 122.53 | 3 | 100.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,223 | 50.82 | 363 | 76.21 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 2,531 | 218 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60,959 | 64.17 | 5,247 | 91.53 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 38,379 | 3,303 |
