Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF include Grimes & Company, Inc., Southeast Asset Advisors Inc., Sierra Capital LLC, RPg Family Wealth Advisory, LLC, Manning & Napier Advisors Llc, J.Safra Asset Management Corp, Divergent Planning, LLC, Elequin Capital Lp, Tfo-tdc, Llc, STMYX - Sierra Tactical Municipal Fund Class Special Shares, Bramshill Investments, LLC, Pecaut & Co., Oakwell Private Wealth Management, LLC, Abacus Planning Group, Inc., Goldman Sachs Group Inc, Midwestern Financial, LLC /IA, Curbstone Financial Management Corp, PFW Advisors LLC, ORG Partners LLC, and Platform Technology Partners .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7,141 | 364 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 88,203 | 16.75 | 4,491 | 16.92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12,716 | 35.36 | 647 | 35.64 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4,445 | 0.77 | 226 | 0.89 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 56,763 | 19.27 | 2,890 | 19.42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45,771 | 228.27 | 2,331 | 228.63 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16,101 | 8.48 | 820 | 8.62 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 59,301 | 14.62 | 3,020 | 14.79 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 83,167 | 12.47 | 4,235 | 12.61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12,133 | 47.50 | 618 | 47.61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,011,957 | 17.59 | 51,529 | 17.75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4,524 | 230 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 228,795 | 17.92 | 11,650 | 18.09 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 38,034 | 1,937 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 37,417 | 236.21 | 1,905 | 237.17 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 101,200 | 11.58 | 5,153 | 11.73 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 5,900 | 300 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 15,708 | 18.93 | 800 | 19.08 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 84,797 | 19.87 | 4,318 | 20.02 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 15,244 | 8.71 | 776 | 8.84 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 903 | 0 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 82,731 | 472.93 | 4,213 | 473.84 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 498,744 | 126.23 | 25,396 | 126.55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6,081 | 310 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 91,277 | 43.40 | 4,651 | 43.96 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 248,447 | 1.57 | 12,651 | 1.70 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,259 | 66.36 | 166 | 66.67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 79,561 | 22.57 | 4,051 | 22.79 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 262 | 60.74 | 13 | 62.50 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,975 | 101 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 6,266 | 36.31 | 319 | 36.91 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 88,398 | 4,500 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 13,702 | 7.47 | 698 | 7.56 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,800 | 9.43 | 295 | 9.67 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 514 | 414.00 | 26 | 420.00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 27,558 | 0.32 | 1,403 | 0.50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 54,918 | 109.28 | 2,796 | 109.60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,989 | 59.31 | 865 | 59.59 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 163,246 | 47.21 | 8,301 | 47.63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 35,867 | 519.36 | 1,826 | 521.09 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 5,695 | 0.09 | 290 | 0.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 809,121 | 12.67 | 41,200 | 12.82 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6,129 | 1.36 | 312 | 1.63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 43,097 | 42.66 | 2,194 | 42.84 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 29,187 | 59.89 | 1,486 | 60.13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 164,260 | 23.77 | 8,364 | 23.95 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12,897 | 657 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 28,936 | 15.19 | 1,473 | 15.35 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 18,815 | 41.99 | 958 | 42.35 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 619,808 | 26.12 | 31,596 | 26.57 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 50,108 | 2.44 | 2,552 | 2.57 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29,328 | 35.45 | 1,493 | 35.73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 87,990 | 49.08 | 4,480 | 49.28 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 6,913 | 352 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 9,044 | 7.59 | 461 | 7.73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124,674 | 11.22 | 6,348 | 11.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,326,397 | 8.46 | 169,380 | 8.61 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 13,019 | 133.61 | 663 | 133.92 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 139,051 | 32.62 | 7,080 | 32.81 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7,071 | 47.04 | 360 | 48.15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24,876 | 459.77 | 1,267 | 462.67 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 694,420 | 185.14 | 35,360 | 185.54 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 181,152 | 4.50 | 9,224 | 4.64 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 14,997 | 166.38 | 764 | 166.78 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 156,687 | 0.06 | 7,968 | 0.34 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 230,824 | 5.85 | 11,754 | 6.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 248,340 | 107.42 | 12,645 | 107.70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,464 | 0.79 | 227 | 0.89 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 263,278 | 64.99 | 13,406 | 65.22 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 5,269 | 0.76 | 268 | 1.13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,291 | 113.54 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,931 | 30.63 | 557 | 31.13 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10,400 | 2.97 | 530 | 3.52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 25,329 | 1,290 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 123,311 | 14.45 | 6,279 | 14.60 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 129,514 | 75.34 | 6,595 | 75.56 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4,264 | 217 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 33,648 | 0.32 | 1,713 | 0.47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 56,442 | 10.65 | 2,874 | 10.84 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 31,351 | 90.70 | 1,596 | 91.14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 18,294 | 54.82 | 932 | 55.17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,257 | 34.36 | 1,388 | 34.53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21,520 | 1,096 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 120,360 | 10.05 | 6 | 20.00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 110,222 | 70.50 | 5,613 | 70.73 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 19,977 | 32.83 | 1,017 | 33.12 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 20,946 | 123.30 | 1,067 | 123.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85,360 | 11.57 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 58,930 | 11.11 | 3,001 | 11.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 68,702 | 45.20 | 3,498 | 45.45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42,405 | 60.71 | 2,159 | 61.00 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5,600 | 285 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268,090 | 142.36 | 13,651 | 142.73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,784 | 9.02 | 448 | 9.29 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 212 | 0.95 | 11 | 0.00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4,922 | 251 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 32,205 | 9.79 | 1,640 | 9.93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 599,943 | 9.77 | 30,550 | 9.91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 10,800 | 550 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 25,629 | 0.18 | 1,305 | 0.38 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 11,786 | 20.44 | 600 | 20.72 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 182,646 | 1.11 | 9,300 | 1.25 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 29,565 | 1,505 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 45,284 | 120.05 | 2,306 | 120.36 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 12,240 | 119.63 | 623 | 120.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40,336 | 64.61 | 2,054 | 64.77 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,245 | 103.23 | 471 | 103.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 922,988 | 149.30 | 46,999 | 149.64 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 36,045 | 45.75 | 1,835 | 45.98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 541,812 | 0.62 | 27,589 | 0.76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 254,332 | 15.44 | 12,951 | 15.60 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,761 | 90 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 51,088 | 16.66 | 2,601 | 16.85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 53,689 | 16.86 | 2,734 | 16.99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 801 | 41 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 48,690 | 8.40 | 2,479 | 8.59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590,217 | 52.46 | 30 | 57.89 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 58,612 | 672.53 | 2,985 | 675.06 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 132,843 | 16.21 | 6,764 | 16.38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 427,220 | 62.84 | 21,754 | 63.07 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 530,088 | 10.90 | 26,992 | 11.05 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 454,766 | 22.09 | 23,157 | 22.25 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 211,534 | 42.32 | 10,771 | 42.53 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20,822 | 31.12 | 1,060 | 31.35 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 816 | 0.74 | 42 | 0.00 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 6,395 | 326 | ||||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 51,109 | 1.57 | 2,602 | 1.72 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 612,924 | 1.02 | 31,210 | 1.16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58,684 | 5.38 | 2,988 | 5.81 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 20,027 | 0.71 | 1,020 | 0.79 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 55,129 | 12.08 | 2,807 | 12.24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,858 | 60.62 | 655 | 60.69 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 21,213 | 1.17 | 1,080 | 1.41 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 62,541 | 0.49 | 3,185 | 0.63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 38,421 | 24.26 | 1,956 | 24.43 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,340 | 13.06 | 272 | 12.92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8,808 | 11.79 | 448 | 12.00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 11,258 | 5.78 | 573 | 5.91 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 109,409 | 25.33 | 5,571 | 25.50 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 411,003 | 234.72 | 20,928 | 235.22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22,506 | 21.42 | 1,146 | 21.55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 216,874 | 16.74 | 11,043 | 16.91 | ||||
| 2025-08-07 | 13F | Nwam Llc | 46,116 | 355.29 | 2,351 | 356.50 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14,149 | 5.95 | 720 | 6.04 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 220,743 | 6.29 | 11,240 | 6.44 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 29,249 | 1.57 | 1,489 | 1.71 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 904,286 | 9.97 | 46,046 | 10.12 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14,698 | 14.83 | 748 | 15.08 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 90,731 | 4,620 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 7,500 | 382 | ||||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 13,423 | 81.93 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13,039 | 664 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13,479 | 158.76 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 28.21 | 25 | 31.58 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,704 | 0.21 | 443 | 0.45 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 239,415 | 8.55 | 12,191 | 8.70 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 43,988 | 0.17 | 2,240 | 0.27 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4,961 | 0.77 | 253 | 0.80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17,204 | 12.98 | 876 | 13.18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,133 | 7.44 | 516 | 7.52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 70,147 | 312.05 | 3,572 | 312.83 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 18,934 | 7.46 | 964 | 7.71 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 9,545 | 486 | ||||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 110,003 | 8.17 | 5,601 | 8.30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18,911 | 11.94 | 963 | 11.99 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21,107 | 10.32 | 1,075 | 10.49 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 51,171 | 137.28 | 2,606 | 137.68 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6,800 | 346 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 96,358 | 95.68 | 4,907 | 95.93 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5,069 | 23.03 | 258 | 23.56 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 88,004 | 4,481 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 15,787 | 70.85 | 1 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9,000 | 80.00 | 458 | 80.31 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 8,048 | 410 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 10,142 | 26.47 | 516 | 26.78 | ||||
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 59,000 | 3,004 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,731 | 2.45 | 241 | 2.56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,746 | 0.75 | 89 | 0.00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3,386 | 172 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 1 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 67,141 | 1.31 | 3,419 | 1.42 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 8,250 | 420 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 16,275 | 0.76 | 827 | 1.22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,612,505 | 14.77 | 183,949 | 14.93 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 454,908 | 13.53 | 23,164 | 13.69 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6,073 | 309 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 29,177 | 1,486 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 176,462 | 47.23 | 8,985 | 47.44 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 18,642 | 21.45 | 949 | 21.67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29,919 | 139.83 | 1,523 | 140.22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,345 | 12.33 | 680 | 12.42 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 16,509 | 103.26 | 1 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 18,907 | 11.64 | 963 | 11.73 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 9,880 | 503 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37,276 | 69.36 | 1,939 | 73.35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 33,419 | 145.76 | 1,702 | 146.16 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 35,209 | 88.09 | 1,793 | 88.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 901,073 | 35.40 | 45,883 | 35.59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 331,184 | 13.53 | 16,864 | 13.69 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 49,665 | 6.57 | 2,529 | 6.71 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 45,771 | 137.34 | 2,331 | 137.86 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3,933 | 200 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,973 | 9.61 | 661 | 9.82 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 68,304 | 69.54 | 3,478 | 69.82 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 98,375 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,083 | 106 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 63,951 | 56.86 | 3,256 | 57.07 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 48,515 | 1.95 | 2,470 | 2.11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,476,076 | 11.46 | 75,162 | 11.61 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 141,499 | 15.67 | 7,205 | 15.84 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1,089,770 | 55,491 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 12,845 | 30.51 | 654 | 30.80 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 34,970 | 1.04 | 1,781 | 1.19 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 123,767 | 17.48 | 6,302 | 17.66 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 6,350 | 323.33 | 323 | 325.00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 5,446 | 4.55 | 277 | 4.92 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,098 | 21.06 | 412 | 21.53 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 91,205 | 4,644 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 82,705 | 98.11 | 4,211 | 98.44 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 194,877 | 15.27 | 9,923 | 15.44 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 81,485 | 13.23 | 4,149 | 13.39 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 1,312 | 20.59 | 67 | 20.00 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 17,896 | 2.49 | 911 | 2.71 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 59,208 | 3,015 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,401 | 0.76 | 122 | 0.83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 173,390 | 10.77 | 8,829 | 10.93 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 299,420 | 688.82 | 15,246 | 689.95 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 524,373 | 1.45 | 26,685 | 1.53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 250,699 | 0.97 | 12,766 | 1.10 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4,575 | 0.28 | 233 | 0.43 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,093 | 259 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 9,143 | 4.41 | 464 | 4.04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 116,154 | 83.91 | 5,915 | 84.18 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 63,050 | 2.34 | 3,211 | 2.49 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 119,039 | 6,061 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 72,332 | 4.06 | 3,683 | 4.22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 108,274 | 18.71 | 5,513 | 18.89 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,784 | 396 | ||||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 16,037 | 0.78 | 817 | 0.87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 876 | 3.55 | 45 | 4.76 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40,943 | 299.52 | 2,085 | 300.00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16,634 | 4.68 | 847 | 4.83 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7,284 | 37.33 | 370 | 38.06 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 17,194 | 6.83 | 876 | 6.97 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 130,647 | 0.39 | 6,653 | 0.53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 457,704 | 5.80 | 23,306 | 5.95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 35,706 | 35.98 | 1,818 | 36.18 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9,483 | 5.57 | 483 | 5.70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182,651 | 30.24 | 9,299 | 30.46 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8,243 | 28.48 | 420 | 28.53 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1,291,697 | 0.93 | 65,773 | 1.07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 394,192 | 66.17 | 20,072 | 66.41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 47,036 | 897.37 | 2,395 | 902.09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 485,473 | 16.10 | 25 | 14.29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21,916 | 14.09 | 1,116 | 14.24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 457,401 | 22.79 | 23,291 | 22.96 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 137,350 | 59.31 | 6,994 | 59.51 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 232 | 12 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 771 | 0.92 | 39 | 2.63 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 82,175 | 14.17 | 4,184 | 14.35 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 6,771 | 345 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 834 | 42 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 330,535 | 13.85 | 16,831 | 14.00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 43,418 | 11.50 | 2,211 | 11.62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 782,821 | 158.05 | 39,791 | 157.96 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 35,342 | 1,800 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 230,052 | 56.42 | 11,690 | 56.64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 55,806 | 27.47 | 2,842 | 27.63 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 140,310 | 11.58 | 7,145 | 11.73 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 155 | 1.31 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25,617 | 524.96 | 1,304 | 526.92 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 14,497 | 155.45 | 738 | 156.25 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,035 | 12.43 | 460 | 12.75 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 10,690 | 0.76 | 544 | 0.93 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8,490 | 0.21 | 433 | 0.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,132,167 | 15.54 | 159,490 | 15.70 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 220,644 | 6.00 | 11,235 | 6.15 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 88,203 | 4,491 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 32,240 | 10.26 | 1,642 | 10.43 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16,371 | 4.21 | 834 | 4.39 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 40,926 | 2.97 | 2,087 | 3.47 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 37,397 | 6.98 | 1,904 | 7.15 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 9,708 | 494 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 61,882 | 101.56 | 3,151 | 101.86 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50,094 | 103.19 | 2,551 | 103.51 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 395,637 | 6.51 | 20,146 | 6.66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 714,466 | 30.37 | 36,381 | 30.55 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 28,016 | 143.22 | 1,427 | 144.60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11,214 | 0.04 | 571 | 0.35 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 48,763 | 13.82 | 2,483 | 14.00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8,189 | 20.28 | 417 | 20.23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 50,546 | 191.16 | 2,574 | 191.39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 25,545 | 1.71 | 1,301 | 1.80 |
