Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard World Fund - Vanguard Health Care ETF termasuk Kingstone Capital Partners Texas, LLC, Nicholas Investment Partners, LP, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., Cornerstone Planning, LLC, Smith Chas P & Associates Pa Cpas, Adams Wealth Management, CacheTech Inc., Symphony Financial, Ltd. Co., Bulwark Capital Corp, FSM Wealth Advisors, LLC, Willow Creek Wealth Management Inc., Quantum Financial Advisors, LLC, Independent Family Office, LLC, Gries Financial Llc, Quartz Partners, LLC, Atlantic Union Bankshares Corp, Connecticut Wealth Management, LLC, Richmond Investment Services, LLC, dan Jim Saulnier & Associates, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Associated Banc-corp | 1,296 | 0.31 | 322 | -6.14 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 1,681 | 57.25 | 417 | 47.87 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2,098 | 0.29 | 521 | -5.79 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2,465 | 2.75 | 612 | -3.47 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 24 | 6 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 78 | 19 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,259 | 0.31 | 1,058 | -5.96 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 8,380 | 2,081 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,624 | 91.29 | 1,397 | 79.43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1,248 | 13.25 | 310 | 6.19 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 175 | 43 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,808 | 3.26 | 1,691 | -3.15 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,811 | 50.56 | 698 | 41.30 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 49,518 | 1.98 | 12,297 | -4.33 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6,272 | 20.45 | 1,558 | 12.99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 119,011 | 7.35 | 29,555 | 0.42 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 985 | 19.39 | 245 | 11.93 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3,897 | 0.39 | 968 | -5.84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76,997 | 1.55 | 19,122 | -4.74 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 328 | -12.80 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1,998 | 5.49 | 496 | -1.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37,964 | 8.09 | 9,428 | 1.41 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4,975 | 0.51 | 1,235 | -5.73 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 360,307 | 1,661.03 | 89,479 | 1,667.99 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 41,943 | 3.39 | 10,416 | -3.01 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,825 | 453 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 5,354 | 1.46 | 1,330 | -4.87 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 989 | 0.41 | 246 | -5.77 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 3,668 | 3.15 | 911 | -3.19 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1,445 | 2.19 | 359 | -4.28 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5,580 | 6.86 | 1,386 | 0.22 | ||||
| 2025-08-14 | 13F | Betterment LLC | 985 | 8.84 | 0 | |||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 238 | 59 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,957 | 0.10 | 983 | -6.12 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 4,559 | 0.66 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1,610 | 28.80 | 400 | 20.91 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37,923 | 88.11 | 9,418 | 76.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1,575 | 16.15 | 391 | 8.91 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 1,322 | 35.45 | 328 | 27.13 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 117 | 29 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 44,069 | 9.21 | 10,944 | 2.45 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10,668 | 21.50 | 2,649 | 13.98 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 1,980 | 102.04 | 492 | 89.58 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2,694 | 0.64 | 669 | -5.51 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,406 | 0.36 | 349 | -5.68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22,611 | 22.95 | 5,615 | 15.35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,310 | 29.61 | 2,809 | 21.56 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,303 | 8.76 | 324 | 1.89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 25,505 | 10.68 | 6,334 | 3.82 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 320,144 | 81 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 500 | 36.61 | 124 | 29.17 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,337 | 45.14 | 2,815 | 36.19 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 9,406 | 31.20 | 2,336 | 23.09 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,331 | 0.81 | 1,820 | -5.41 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 983 | 0.10 | 244 | -6.18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 19 | 11.76 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2,124 | 0.14 | 528 | -6.06 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,047 | 3.85 | 1,005 | -2.62 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,318 | 2.85 | 1,569 | -3.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,292 | 2.40 | 4,543 | -3.95 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,361 | 5.80 | 6,298 | -0.76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 115 | 28 | ||||||
| 2025-08-14 | 13F | Chai Trust Co Llc | 63,246 | 0.34 | 15,707 | -5.87 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 3,080 | 765 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,619 | 146.74 | 1,147 | 131.72 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 2,134 | 6.17 | 530 | -0.38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,455 | 135.25 | 2,100 | 124.73 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 3,345 | 1.15 | 831 | -5.14 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,807 | 0.19 | 1,194 | -6.06 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,592 | 0.04 | 644 | -6.13 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 992 | 3.55 | 246 | -2.77 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1,035 | 0.39 | 257 | -5.88 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 11 | 3 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12,217 | 17.63 | 3,034 | 10.33 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,346,108 | 30.89 | 334,293 | 22.79 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 12,490 | 0.33 | 3,099 | -5.98 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,685 | 0.18 | 418 | -6.07 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 120 | 0.84 | 30 | -6.45 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 3,947 | 83.92 | 980 | 72.54 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 1,016 | 0.30 | 252 | -5.97 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 74,502 | 24,734.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,193 | 296 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 1,302 | 0.31 | 324 | 3.85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,255 | 4.42 | 1,057 | -2.04 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,362 | 9.98 | 1,828 | 3.92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,132 | 14.57 | 281 | 7.66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1,173 | 291 | ||||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 60 | 20.00 | 15 | 7.69 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 879 | 0.34 | 218 | -5.63 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 1,319 | 349 | 462.90 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 5,506 | 1.91 | 1,367 | -4.41 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 7,935 | 41.57 | 1,971 | 32.84 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 4,155 | 3.67 | 1,032 | -2.83 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9,421 | 6.27 | 2,340 | -0.30 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 | 1 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 61 | 12.96 | 15 | 7.14 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,210 | 2.20 | 301 | -4.15 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 806 | 0.37 | 200 | -5.66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,295 | 13.61 | 3,053 | 6.60 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 42,235 | 75.13 | 10,489 | 64.29 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4,419 | 6.07 | 1,097 | -0.45 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 25 | 6 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 1,202 | 0.25 | 298 | -5.99 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 836 | 0.12 | 208 | -6.33 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,793 | 444 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6,025 | 1,528 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 143,046 | 48.37 | 35,524 | 39.18 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,120 | 201.89 | 278 | 183.67 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 874 | 9.80 | 231 | 14.93 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 54 | 1.89 | 13 | -7.14 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 39,977 | 0.40 | 9,928 | -5.82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,409 | 13.48 | 847 | 6.42 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2,982 | 0.03 | 740 | -6.21 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2,610 | 4.32 | 648 | -2.11 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,509 | 9.68 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,832 | 2.72 | 14,956 | -3.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1,856 | 7.47 | 461 | 0.66 | ||||
| 2025-08-14 | 13F | Nicholas Investment Partners, LP | 38,050 | 9,449 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 10,898 | 28.48 | 3 | 0.00 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 17,015 | 15.97 | 4,226 | 8.78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,602 | 6.33 | 2,136 | -0.23 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 63,490 | 9.67 | 15,767 | 2.88 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 173,528 | 5.64 | 43,094 | -0.90 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 1,375 | 8.95 | 341 | 2.10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 289 | 11.15 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 70 | 17 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4,534 | 0.22 | 1,126 | -6.02 | ||||
| 2025-08-08 | 13F | Creative Planning | 76,878 | 4.04 | 19,092 | -2.41 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 1,355 | 0.07 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4,563 | 525.93 | 1,133 | 487.05 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 61,526 | 45.99 | 15,279 | 36.95 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 25,670 | 4.79 | 6,375 | -1.70 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 2 | 0 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 29,513 | 0.69 | 7,329 | -5.54 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 21,927 | 5.04 | 5,445 | -1.47 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 20,880 | 0.38 | 5,185 | -5.83 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 29,477 | 2.64 | 7,320 | -3.71 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1,505 | 374 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 45 | 181.25 | 11 | 175.00 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1,192 | 0.25 | 296 | -6.05 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 154,915 | 5.72 | 38,472 | -0.82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13,142 | 222.19 | 3,264 | 202.41 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 251 | 0.40 | 62 | -6.06 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 435 | 0.23 | 108 | -5.26 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 96,193 | 1.02 | 24 | -8.00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 12,543 | 13.90 | 3,115 | 6.83 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,066 | 183.54 | 1,010 | 166.23 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 8,281 | 0.01 | 2,056 | -6.16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,300 | 2,558 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1,851 | 0.82 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 1,037 | 258 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 4,379 | 6.44 | 1,088 | -0.18 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 3,161 | 4.08 | 785 | -2.49 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,159 | 20.59 | 1,033 | 15.18 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,366 | 111.43 | 1,333 | 98.66 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,068 | 9.44 | 1,259 | 2.61 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1,557 | 0.52 | 387 | -5.85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4,355 | 2.13 | 1,082 | -4.16 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 27,976 | 1.45 | 6,957 | -5.66 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 5,370 | 109.77 | 1,333 | 96.90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,425 | 0.56 | 354 | -5.87 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2,169 | 539 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 1,230 | 305 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 819 | 204 | ||||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 1,500 | 17.19 | 381 | 5.26 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2,320 | 0.04 | 576 | -6.04 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 3,033 | 753 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 909 | 241 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 18,077 | 3.97 | 4,498 | -2.49 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 27,758 | 8.43 | 6,893 | 1.71 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 8 | 2 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,546 | 47.52 | 384 | 38.27 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,221 | 0.08 | 323 | 4.53 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 1,087 | 270 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 342 | 0.29 | 85 | -5.56 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,899 | 3.91 | 720 | -2.44 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57,805 | 30.21 | 14,355 | 22.15 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 20 | 17.65 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1,125 | 5.34 | 279 | -1.06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 130 | 0.78 | 32 | -8.57 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 8,590 | 1.29 | 2,133 | -4.99 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 5,578 | 10.13 | 1,390 | 12.02 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 643 | 0 | ||||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 5,039 | 1.25 | 1,251 | -5.01 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 185 | 12.80 | 46 | 4.65 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 939 | 0.75 | 233 | -5.28 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 1,230 | 0.33 | 305 | -5.86 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 18,156 | 2.26 | 4,509 | -4.09 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 192 | 0.52 | 48 | -6.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,313 | 0.06 | 823 | -6.16 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1,380 | 1.47 | 343 | -5.00 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 855 | 212 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 949 | 2.26 | 236 | -4.08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34,964 | 42.89 | 8,683 | 34.04 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 37,511 | 0.22 | 9,315 | -5.99 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 20,700 | 19.65 | 5,141 | 12.25 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 9,900 | 26.92 | 2,459 | 19.09 | |||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1,078 | 268 | ||||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 53,666 | 4.23 | 13,327 | -2.23 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1,370 | 42.12 | 340 | 33.33 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 9,530 | 10.39 | 2,367 | 3.54 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 9,133 | 3.02 | 2,283 | -2.73 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 23,165 | 1.25 | 5,753 | -5.02 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 28,700 | 7 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 15,662 | 163.80 | 3,890 | 147.55 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,378 | 3.35 | 2,577 | -3.05 | ||||
| 2025-07-31 | 13F | CNB Bank | 56 | 100.00 | 14 | 85.71 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,557 | 1,628 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29,661 | 148.33 | 7,366 | 133.03 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 10 | 2 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 7,026 | 3.17 | 1,860 | 7.64 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2,548 | 0.28 | 633 | -5.95 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 3,348 | 3.72 | 831 | -2.69 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 38,072 | 193.95 | 9,455 | 175.79 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,554 | 386 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 25,727 | 14.31 | 6,309 | 5.87 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 3,825 | 19.12 | 950 | 11.65 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 530 | 0.95 | 132 | -5.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 160,892 | 5.57 | 40,020 | -0.94 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 874 | 220 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,023 | 7.93 | 1,744 | 1.28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,295 | 12.12 | 570 | 5.18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,755 | 0.40 | 436 | -5.84 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,156 | 0.62 | 1,777 | -5.58 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 967 | 0.31 | 240 | -5.88 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 18,793 | 8.45 | 4,667 | 1.74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8,901 | 125.80 | 2,210 | 111.89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 167 | 42 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4,774 | 12.67 | 1,186 | 10.34 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,559 | 0.06 | 387 | -6.07 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1,485 | 0.20 | 369 | -6.12 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13,553 | 11.22 | 3,366 | 4.31 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 5,282 | 1,312 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 2,369 | 0.08 | 588 | -6.07 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6,325 | 35.79 | 1,571 | 27.33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,486 | 10.32 | 369 | 7.92 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 58,812 | 6.36 | 14,605 | -0.23 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,172 | 0.26 | 291 | -6.15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,021 | 3.34 | 253 | -3.07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,172 | 291 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 20,048 | 5.77 | 4,979 | -0.78 | ||||
| 2025-09-03 | 13F | American Trust | 2,315 | 575 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,122 | 2.71 | 2,762 | -3.66 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2,421 | 0.08 | 601 | -6.09 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3,737 | 3.81 | 1 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 3,291 | 3.88 | 817 | -2.51 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 140 | 6.06 | 35 | 0.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 132 | 33 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 10,534 | 4.02 | 2,616 | -2.43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,894 | 1.30 | 3,202 | -4.96 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 104 | 8.33 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,358 | 10.34 | 6,546 | 3.51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,219 | 142.78 | 551 | 128.22 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 933 | 232 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 812 | 0.12 | 215 | 4.39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 320 | 15.94 | 80 | 8.22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14,574 | 459.68 | 4 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 2,532 | 3.90 | 629 | -2.64 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,812 | 392.57 | 2,188 | 362.58 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2,719 | 5.55 | 675 | -0.88 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1,397 | 0.22 | 347 | -6.23 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 5,344 | 2.79 | 1,327 | -3.56 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 887 | 220 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 10,651 | 3.48 | 2,645 | -2.90 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,516 | 873 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 27,180 | 0.02 | 6,750 | -6.19 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,425 | 3.41 | 347 | 2.36 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3,733 | 0.46 | 927 | -7.76 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1,429 | 355 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 3,213 | 0.06 | 798 | -6.12 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 25,123 | 4.02 | 6 | 0.00 | ||||
| 2025-07-16 | 13F | First American Bank | 5,233 | 1,300 | ||||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 1,350 | 335 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1,140 | 0.26 | 283 | -5.98 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6,509 | 1.01 | 1,616 | -0.25 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 1,537 | 0.07 | 383 | -0.26 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1,038 | 258 | ||||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 30,080 | 2.97 | 7,470 | -3.40 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 876 | 0 | ||||||
| 2025-07-02 | 13F | Marotta Asset Management | 66,959 | 1.76 | 16,628 | -10.45 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2,375 | 254.48 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,997 | 0.65 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 912 | 226 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4,855 | 6.10 | 1,161 | -4.21 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 3,228 | 855 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 15,086 | 0.33 | 3,746 | -5.88 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 13,118 | 4,850.19 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 11,765 | 2.81 | 2,925 | -3.34 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 1,435 | 30.93 | 356 | 22.76 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 885 | 220 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 12 | 3 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 48,092 | 21.53 | 11,943 | 18.98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,145 | 12.33 | 1,774 | 5.41 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 485 | 0.41 | 121 | -5.51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,663 | 1.68 | 1,158 | -4.61 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1,488 | 27.73 | 368 | 19.48 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 3,228 | 855 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 1,152 | 0.17 | 286 | -5.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250,874 | 2.33 | 62,302 | -4.01 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,633 | 31.62 | 1,151 | 23.52 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4,626 | 5.06 | 1,149 | -1.46 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,446 | 0.70 | 359 | -5.53 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1,566 | 0.26 | 389 | -6.05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16,746 | 1,937.23 | 4,159 | 1,816.13 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 815 | 0.37 | 202 | -5.61 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 1,249 | 0.40 | 310 | -5.78 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 26,505 | 2,943.05 | 6,582 | 2,761.74 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 17,222 | 3.01 | 4,277 | -0.05 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2,798 | 2.57 | 697 | -3.60 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1,718 | 13.47 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12,457 | 1.10 | 3,094 | -5.18 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 967 | 0.31 | 240 | -5.14 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 22,783 | 1.20 | 5,658 | -5.07 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,775 | 0.05 | 937 | -6.11 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,854 | 0.05 | 461 | -6.12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3,045 | 4.89 | 756 | -1.56 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 72,393 | 8.43 | 17,978 | 1.72 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,011 | 3.89 | 2,486 | -2.55 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1,335 | 0.38 | 331 | -5.97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 99,269 | 27.92 | 24,652 | 20.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 731 | 0.14 | 182 | -6.22 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2,258 | 2.54 | 561 | -3.78 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,222 | 5.12 | 1,647 | 9.66 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5,247 | 0.02 | 1,303 | -6.12 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 23,580 | 11.27 | 6,242 | 16.11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25,506 | 2.81 | 6,334 | -3.55 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 307 | 207.00 | 76 | 192.31 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,536 | 90.83 | 1 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 3,184 | 0.54 | 791 | -5.73 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 2,551 | 634 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,919,086 | 30.54 | 476,586 | 22.46 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 14 | 3 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 90,550 | 100.78 | 22,487 | 88.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 173,317 | 33.50 | 43 | 26.47 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4,359 | 25.98 | 1,082 | 18.25 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2,178 | 1.87 | 541 | -4.42 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 9,900 | 125.00 | 2,459 | 111.17 | |||
| 2025-08-14 | 13F | Destination Wealth Management | 18,526 | 1.25 | 4,601 | -5.04 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1,217 | 14.70 | 302 | 7.86 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 12,187 | 3,027 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,660 | 219.30 | 1,902 | 199.53 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 1,038 | 0.39 | 258 | -5.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 215,073 | 2.14 | 53,415 | -4.19 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 218 | 54 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 6,032 | 0.02 | 1,498 | -6.14 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 1,137 | 0.26 | 282 | -6.00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 1,856 | 7.22 | 461 | 0.44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,946 | 9.10 | 1,973 | 2.33 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 973 | 49.46 | 242 | 40.12 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 405,130 | 39.76 | 101 | 31.58 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5,915 | 140.35 | 1,469 | 125.50 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 956 | 237 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 1,311 | 347 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,713 | 53.81 | 922 | 44.13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55,414 | 52.77 | 13,695 | 43.51 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,234 | 3.39 | 803 | -3.02 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 819 | 203 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,102 | 81.83 | 522 | 70.59 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3,410 | 2.19 | 847 | -4.19 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 849 | 0.24 | 211 | -6.25 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 417 | 206.62 | 103 | 186.11 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5,520 | 52.44 | 1,371 | 43.01 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 31,399 | 14.18 | 7,798 | 7.12 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 966 | 0.94 | 240 | -5.53 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 3,084 | 14.35 | 766 | 7.29 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 21,032 | 3.02 | 5,223 | -3.35 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 15,904 | 1.11 | 3,950 | -5.16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,981 | 0.42 | 1,237 | -5.79 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4,226 | 1.81 | 1,050 | -4.46 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 33,298 | 0.70 | 8,268 | -5.54 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 9,047 | 0.13 | 2,247 | -6.06 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 4,336 | 8.78 | 1,077 | 1.99 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,017 | 2.11 | 253 | -4.18 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,942 | 53.79 | 731 | 44.27 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 1,035 | 5.50 | 257 | -0.77 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 83 | 21 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 4,169 | 0.53 | 1,035 | -5.65 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 465 | 35.57 | 115 | 27.78 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5,482 | 2.89 | 1,361 | -3.48 |
