Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard World Fund - Vanguard Consumer Discretionary ETF termasuk Kingstone Capital Partners Texas, LLC, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Glenmede Investment Management, LP, Capital Management Associates, Inc, Bulwark Capital Corp, Financial Engines Advisors L.L.C., Integrity Alliance, Llc., Savant Capital, LLC, Intrust Bank Na, Bernardo Wealth Planning LLC, Trust Co Of Toledo Na /oh/, Barnes Dennig Private Wealth Management LLC, Quaker Wealth Management, LLC, Skopos Labs, Inc., Harbor Asset Planning, Inc., Atlantic Union Bankshares Corp, SRS Capital Advisors, Inc., dan Compagnie Lombard Odier SCmA .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 655 | 0.31 | 237 | 11.79 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,693 | 16.48 | 976 | 29.31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,831 | 9.52 | 1,388 | 21.88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 561 | 203 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 600 | 218 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 636 | 1.11 | 231 | 12.75 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,236 | 19.32 | 1,195 | 35.49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,319 | 99.91 | 841 | 121.32 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 121 | 3.42 | 44 | 13.16 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 193 | 70 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15,479 | 11.75 | 5,608 | 24.40 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,825 | 25.72 | 1,748 | 39.95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,314 | 0.03 | 1,201 | 11.32 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29,696 | 2.54 | 10,759 | 14.14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 118,349 | 22.26 | 42,880 | 36.08 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1,255 | 65.35 | 455 | 83.81 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 281 | 33.81 | 102 | 48.53 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17,803 | 17.56 | 6,450 | 30.86 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 16,075 | 3.86 | 5,825 | 15.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 220,005 | 28.03 | 79,712 | 42.51 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 80,700 | 55.99 | 29,229 | 590.15 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 9,406 | 0.10 | 3,408 | 11.41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 75,008 | 44.52 | 27,177 | 60.86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,211 | -4.35 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 30,298 | 6.49 | 10,977 | 18.53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9,556 | 10.32 | 3,462 | 22.81 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 373,744 | 104 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,785 | 14.09 | 1,009 | 27.08 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 19 | 18.75 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,091 | 357.23 | 3,656 | 409.19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 838 | 304 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 27,449 | 6.76 | 9,945 | 18.85 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,300 | 471 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1,022 | 370 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,333 | 0.09 | 845 | 11.48 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 341,169 | 202.61 | 123,612 | 205.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,218 | 12.13 | 803 | 24.88 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 571 | 207 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 105 | 0.96 | 38 | 8.82 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 6,410 | 444.14 | 2,322 | 506.27 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 366,911 | 22.16 | 132,939 | 35.97 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6,199 | 2,246 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 571 | 207 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 27 | 1,250.00 | 10 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,645 | 5.80 | 958 | 16.55 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,490 | 8.28 | 3,438 | 20.55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,480 | 0.35 | 3,435 | 11.67 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,602 | 136.89 | 2,392 | 163.73 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 13,973 | 83.01 | 5,063 | 103.70 | ||||
| 2025-04-16 | 13F | Compagnie Lombard Odier SCmA | 0 | 0 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 643 | 233 | ||||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2,964 | 7.82 | 1,074 | 20.02 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 40,938 | 50.25 | 14,833 | 67.25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,519 | 21.93 | 913 | 35.71 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,843 | 2.15 | 2,117 | 13.76 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 564 | 204 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 29 | 70.59 | 10 | 100.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,447 | 6.61 | 3,121 | 21.02 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 9,304 | 3,682.11 | 3,373 | 4,168.35 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,284 | 11.85 | 465 | 24.66 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 10,658 | 36.96 | 3,862 | 52.43 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 582 | 211 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,494 | 14.05 | 541 | 28.81 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 85,565 | 2.73 | 31,002 | 14.35 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 2,382 | 179.91 | 863 | 211.55 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 21,531 | 2.55 | 7,801 | 14.15 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3,555 | 0.91 | 1,288 | 12.39 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 395 | 3.67 | 143 | 15.32 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1,072 | 17,766.67 | 388 | 38,700.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 202,336 | 0.49 | 73,311 | 11.85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 732 | 20.59 | 265 | 16.23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 822 | 298 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 | 1 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 22,804 | 74.93 | 8,262 | 94.72 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12,828 | 4,648 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 385,736 | 10.94 | 139,760 | 23.49 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4,370 | 0.14 | 1,583 | 11.48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,343 | 487 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5,377 | 0.04 | 1,948 | 11.38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,626 | 4.32 | 1,314 | 16.09 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 3,099 | 1,123 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1,856 | 9.50 | 673 | 21.96 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,971 | 0.61 | 714 | 12.09 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 14 | 5 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 5,487 | 2.14 | 2,000 | 13.19 | ||||
| 2025-06-25 | NP | RECS - Columbia Research Enhanced Core ETF | 70,742 | 10.96 | 23,033 | -7.48 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | 0 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 850 | 1.92 | 308 | 13.28 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,683 | 35.07 | 5,320 | 50.34 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1,632 | 0.93 | 591 | 12.36 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 3,114 | 1,128 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 932 | 19.64 | 338 | 33.20 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,216 | 36.48 | 441 | 51.72 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 554 | 201 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 924 | 0.11 | 335 | 11.33 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 | 1 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 77,743 | 4.60 | 28,168 | 16.43 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 19,894 | 6,477 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3,660 | 0.03 | 1,326 | 11.34 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,432 | 2.45 | 1,606 | 13.99 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,158 | 11.52 | 782 | 24.17 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9,936 | 49.41 | 3,600 | 66.36 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 595 | 216 | ||||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 1,545 | 63.49 | 560 | 82.08 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 21 | 8 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 579 | 3.39 | 210 | 14.84 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 812 | 294 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,516 | 1.34 | 549 | 12.96 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 618 | 201 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1,720 | 16.77 | 1 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,618 | 4.72 | 949 | 16.61 | ||||
| 2025-08-14 | 13F | Bank of Marin | 899 | 326 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,706 | 55.94 | 618 | 50.73 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,100 | 240.91 | 761 | 280.00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 685 | 248 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1,300 | 471 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,489 | 15.56 | 1,997 | 27.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47,118 | 14.31 | 17,067 | 27.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,484 | 8.38 | 4,523 | 20.65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25,201 | 26.60 | 9,183 | 41.73 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2,769 | 1,003 | ||||||
| 2025-07-10 | 13F | Polianta Ltd | 22,100 | 8 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3,021 | 1,562 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,524 | 1.73 | 1,277 | 13.22 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,020 | 0.20 | 370 | 11.48 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,146 | 11.26 | 415 | 23.88 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 426 | 0.24 | 154 | 11.59 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 361 | 10.74 | 131 | 22.64 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,084 | 14.48 | 1,842 | 27.47 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 17,972 | 0.36 | 5,850 | -12.96 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 561 | 203 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 183,029 | 1.78 | 66,316 | 13.26 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 6,922 | 0.07 | 2,508 | 11.37 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 688 | 1.62 | 249 | 13.18 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 7,030 | 4.60 | 2,547 | 16.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,618 | 17.21 | 1,673 | 30.50 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 2,407 | 3.35 | 872 | 15.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,623 | 69.34 | 1,675 | 88.63 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 4,585 | 0.35 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1,716 | 0.47 | 622 | 11.89 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 915 | 6.40 | 332 | 18.64 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1,456 | 0.21 | 527 | 11.65 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 660 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,223 | 0.74 | 435 | 17.25 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 31 | 11 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 | 3 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1,463 | 1.81 | 542 | 15.11 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 2,398 | 41.22 | 880 | 59.42 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 58 | 21 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 957 | 0.21 | 347 | 11.61 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,021 | 4.42 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 406,182 | 5.32 | 147,168 | 17.23 | ||||
| 2025-08-07 | 13F | Nwam Llc | 895 | 19.33 | 333 | 36.07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 125 | 45 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,702 | 2.86 | 1,342 | 14.52 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 21,826 | 1.37 | 7,913 | 12.75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9,874 | 10.31 | 3,578 | 22.79 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8,463 | 2.35 | 3,066 | 13.94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 704 | 4,593.33 | 255 | 6,275.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14,980 | 16,922.73 | 5,428 | 19,282.14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,940 | 145.18 | 1,283 | 112.60 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 151 | 55 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6,747 | 27.74 | 2,445 | 42.18 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 930 | 0.11 | 337 | 11.26 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,445 | 0.14 | 524 | 11.51 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 8,904 | 3.64 | 3,226 | 15.38 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 9,800 | 2.33 | 3,551 | 13.92 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 590 | 214 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 736 | 2.36 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,488,541 | 0.23 | 539,328 | 11.56 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,345 | 9.24 | 1,212 | 21.69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1,691 | 0.12 | 613 | 11.48 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 8,556 | 0.35 | 3,100 | 11.71 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 2,496 | 24.43 | 1 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 33 | 12 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,385 | 3.67 | 502 | 15.17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 982 | 0.10 | 356 | 11.29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 840,701 | 1,274 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 1,428 | 12.18 | 517 | 24.88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2,847 | 62.59 | 1,032 | 81.20 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 3,616 | 19.06 | 1,310 | 32.59 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 671 | 2.60 | 243 | 14.15 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3,207 | 420.62 | 1,162 | 481.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1,276 | 0.95 | 462 | 12.41 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 921 | 334 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,267 | 0.08 | 459 | 11.17 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 3,222 | 7.51 | 1,167 | 19.69 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1,039 | 36.53 | 376 | 52.23 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 2,311 | 0.17 | 837 | 11.45 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 560 | 203 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,885 | 175.58 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 39,438 | 102.76 | 14,290 | 125.71 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 779 | 16.44 | 282 | 29.95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,272 | 30.86 | 461 | 45.57 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 18,973 | 68.07 | 6,874 | 87.10 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 |
