Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard World Fund - Vanguard Communication Services ETF termasuk Kingstone Capital Partners Texas, LLC, FIL Ltd, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Hancock Whitney Corp, Glenmede Investment Management, LP, Financial Engines Advisors L.L.C., Atlantic Union Bankshares Corp, Marshall & Sterling Wealth Advisors Inc., Garrett Investment Advisors LLC, Harbor Asset Planning, Inc., Essex LLC, Elwood & Goetz Wealth Advisory Group, LLC, Integrity Alliance, Llc., Midwest Trust Co, LJI Wealth Management, LLC, Childress Capital Advisors, Llc, Kanawha Capital Management Llc, Sebold Capital Management, Inc., Johnson Financial Group, LLC, dan Mitchell Mcleod Pugh & Williams Inc .
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 | 1,195 | 204 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,538 | 42.79 | 776 | 65.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,224 | 0.62 | 551 | 16.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 12,637 | 9.48 | 2,161 | 26.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,086,588 | 2.70 | 185,839 | 18.37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 23 | 4 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2,702 | 0.22 | 462 | 15.50 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 1,227 | 210 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 14,375 | 2,459 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25,692 | 71.90 | 4,394 | 97.57 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1,435 | 245 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 955 | 152 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 12,781 | 17.61 | 2,186 | 35.55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13,694 | 0.49 | 2,342 | 15.83 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 54,127 | 2.50 | 9,257 | 18.13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 259,149 | 9.70 | 44,322 | 26.44 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45,089 | 9.10 | 7,712 | 25.75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 430 | -14.20 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 317 | 403.17 | 54 | 500.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 736 | 308.89 | 126 | 380.77 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1,899 | 3.32 | 325 | 19.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346,126 | 36.28 | 59,198 | 57.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,165 | 34.44 | 712 | 55.12 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 1,314 | 225 | ||||||
| 2025-07-28 | 13F | Essex LLC | 1,804 | 309 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 103,193 | 17,649 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,441 | 0.79 | 589 | 16.21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,767 | 5.45 | 473 | 21.59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,328 | 227 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,646 | 13.61 | 453 | 31.01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,097 | 20.57 | 701 | 38.89 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3,469 | 46.87 | 593 | 69.43 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 759,842 | 192.75 | 129,956 | 216.34 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1,736 | 297 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21,318 | 988.76 | 3,646 | 1,157.24 | ||||
| 2025-08-13 | 13F | ESG Planning | 10,406 | 1.45 | 1,780 | 16.89 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1,914 | 0.21 | 327 | 15.55 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 18 | 3 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,160 | 3.82 | 1,396 | 19.64 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1,603 | 7.51 | 274 | 23.98 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 17 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1,290 | 221 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 42,782 | 23.94 | 7,317 | 42.86 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 9,831 | 386.20 | 1,681 | 460.33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,363 | 575 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 83,345 | 6.26 | 14,255 | 22.47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20,841 | 2.96 | 3,564 | 18.68 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 539,782 | 64 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,032 | 1,203 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,966,879 | 8.72 | 336,395 | 25.31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16 | 3 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,895 | 6.75 | 495 | 23.13 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 5,390 | 0.11 | 922 | 15.41 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1,589 | 0.25 | 272 | 15.32 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,588 | 14.64 | 785 | 31.32 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,927 | 6.73 | 1,356 | 22.96 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,760 | 4.39 | 301 | 20.40 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 25 | 4 | ||||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 8,428 | 11.01 | 1,441 | 27.98 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,099 | 21.28 | 1,043 | 39.81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 2,975 | 12.48 | 509 | 29.59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,372 | 8.95 | 2,287 | 25.59 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1,238 | 212 | ||||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2,513 | 13.71 | 430 | 31.19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 54 | 10.20 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 14,320 | 8.57 | 2,449 | 25.09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,063 | 4.64 | 695 | 20.49 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 5,241 | 3.62 | 896 | 19.47 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,550 | 690.82 | 234 | 706.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 32 | 6.67 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,889 | 83.98 | 2 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,439 | 111.08 | 2,127 | 143.36 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2,905 | 3.45 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,285 | 29.02 | 391 | 48.85 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1,687 | 14.37 | 289 | 32.11 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6,333 | 1,083 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 28,861 | 2.04 | 4,936 | 17.61 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,876 | 0.11 | 321 | 15.11 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 14 | 2 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 6,804 | 0.52 | 1,164 | 15.84 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 5,408 | 4.73 | 1 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 268,933 | 0.48 | 45,996 | 15.81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 109,116 | 69.19 | 18,662 | 95.01 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 13,060 | 37.63 | 2,234 | 58.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,884 | 0.06 | 1,519 | 15.34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 150,288 | 321.57 | 25,704 | 385.88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,216 | 19.59 | 1,405 | 37.88 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 | 1 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1,891 | 323 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 7,460 | 26.81 | 1 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,769 | 303 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 8,483 | 1.67 | 1,451 | 17.12 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 | 2 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 60 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,732 | 638 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,361 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,744 | 0.28 | 1,667 | 15.61 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,503 | 36.70 | 428 | 57.93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,496 | 61.73 | 256 | 86.13 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9,222 | 14.97 | 1,577 | 32.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36,346 | 11.21 | 6 | 50.00 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 17 | 3 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 26,412 | 4,517 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 6,797 | 105.84 | 1,162 | 137.63 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 5,027 | 19.78 | 860 | 38.10 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 112 | 0.90 | 19 | 18.75 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 2,091 | 6.63 | 358 | 23.10 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103,681 | 6.86 | 17,733 | 23.16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,671 | 1.59 | 970 | 17.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152,359 | 49.07 | 26,057 | 71.81 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 689 | 118 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 401,827 | 4.44 | 68,725 | 20.37 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 17,054 | 2,502 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 71,848 | 2.44 | 12,288 | 18.07 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 5,966 | 34.22 | 1,020 | 54.78 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,875 | 321 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,914 | 0.16 | 1,354 | 15.44 | ||||
| 2025-08-14 | 13F | FIL Ltd | 54,552 | 9,330 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 158 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,588 | 2,666 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,173 | 201 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 62 | 5.08 | 11 | 25.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10,537 | 175,516.67 | 1,802 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 316 | 15.33 | 54 | 35.00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 21,099 | 14.50 | 3,609 | 31.97 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23,423 | 117.46 | 4,006 | 150.69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,385 | 22.52 | 10,287 | 40.46 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,986 | 46.95 | 443 | 41.08 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17,070 | 1.26 | 2,920 | 16.71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,104 | 0.53 | 893 | 18.46 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,433 | 24.51 | 420 | 47.02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,199 | 0.26 | 12,348 | 15.56 | ||||
| 2025-08-14 | 13F | Bank of Marin | 14,656 | 2,507 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,535 | 136.30 | 2,009 | 126.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,255 | 8.80 | 728 | 25.34 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 19,479 | 2.78 | 3,331 | 18.46 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,777 | 473 | ||||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1,325 | 227 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,345 | 230 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 114 | 19 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25,851 | 12.83 | 4,421 | 30.03 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 331,114 | 8.98 | 56,621 | 25.56 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 1,324 | 226 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 11,164 | 1.13 | 1,909 | 16.54 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2,575 | 7.74 | 440 | 24.29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 832 | 31.44 | 142 | 52.69 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,206 | 2.86 | 719 | 18.65 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1,289 | 220 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 1,502 | 257 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9,327 | 2 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 1,322 | 226 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 327,317 | 204.55 | 55,981 | 251.02 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,735 | 15.36 | 297 | 32.74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 719,607 | 8.92 | 123,074 | 25.54 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 18,281 | 0.54 | 3,127 | 15.86 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13,119 | 3.32 | 2,244 | 19.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,825 | 483 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,737 | 3.48 | 1 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,462 | 25.12 | 592 | 44.39 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 5,211 | 0.06 | 891 | 15.41 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 2,095 | 1.65 | 358 | 12.23 | ||||
| 2025-07-15 | 13F | Maseco Llp | 184 | 31 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 8,061 | 0.29 | 1,379 | 15.60 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 18,097 | 26.82 | 2,655 | 11.89 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,309 | 3.21 | 1,254 | 19.33 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 31,900 | 5,456 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,660 | 54.29 | 1,823 | 77.85 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,134 | 0.38 | 536 | 15.77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,678 | 7.67 | 629 | 24.31 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1,478 | 1.93 | 253 | 17.21 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 37 | 6 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 21,427 | 1.15 | 3,665 | 16.58 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1,607 | 5.03 | 275 | 20.70 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 57,717 | 9,732.54 | 9,871 | 11,245.98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,306 | 2.95 | 394 | 19.03 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,975 | 680 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 39,834 | 110.00 | 6,813 | 142.08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 17,089 | 245.23 | 2,923 | 298.09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 166,663 | 4.44 | 28,504 | 20.37 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 14,769 | 0.89 | 2,526 | 16.25 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 37 | 6 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116 | 673.33 | 20 | 850.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,689 | 7.28 | 1,144 | 23.57 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,907 | 326 | ||||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 1,215 | 208 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,356 | 6.86 | 2,284 | 23.19 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 8,750 | 99.91 | 1,497 | 130.51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 117 | 46.25 | 20 | 81.82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151,208 | 97.90 | 25,861 | 128.09 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 687 | 22.90 | 117 | 44.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13,530 | 8.46 | 2,314 | 25.01 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3,194 | 5.13 | 546 | 21.33 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 18,118 | 17.44 | 3,099 | 35.34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 78,053 | 1.84 | 13,349 | 17.38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,787,362 | 6.17 | 305,692 | 22.37 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 4,414 | 140.94 | 755 | 178.23 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 32,610 | 1,483.01 | 5,577 | 1,728.52 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,108 | 50.54 | 190 | 73.39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,855 | 109.03 | 1,001 | 141.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,089 | 20.77 | 5,127 | 38.84 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,380 | 749 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 9 | 2 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7,908 | 9.64 | 1,353 | 26.36 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1,600 | 300.00 | 274 | 362.71 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 5,137 | 137.06 | 879 | 173.52 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 68,520 | 0.03 | 11,719 | 15.29 |
