Grundläggande statistik
Institutionella ägare | 1630 total, 1622 long only, 0 short only, 8 long/short - change of 2,38% MRQ |
Genomsnittlig portföljallokering | 0.8136 % - change of −9,70% MRQ |
Institutionella aktier (lång) | 410 623 968 (ex 13D/G) - change of 3,03MM shares 0,74% MRQ |
Institutionellt värde (lång) | $ 24 288 480 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Gold Trust (CL:IAUCL) har 1630 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 410,623,968 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, Sumitomo Mitsui Trust Holdings, Inc., Envestnet Asset Management Inc, Wells Fargo & Company/mn, Jpmorgan Chase & Co, LPL Financial LLC, UBS Group AG, and Alliancebernstein L.p. .
iShares Gold Trust (SNSE:IAUCL) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 67 036 | −3,73 | 4 180 | 1,95 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59 296 | 4,95 | 4 | 0,00 | ||||
2025-08-12 | 13F | Change Path, LLC | 259 911 | −1,27 | 16 208 | 4,42 | ||||
2025-08-04 | 13F | Spinnaker Trust | 438 429 | 1,50 | 27 340 | 7,35 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 647 | −0,91 | 352 | 4,76 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 057 | 15,77 | 378 | 22,40 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 151 | −5,90 | 3 687 | 0,49 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 27 921 | 1,56 | 1 741 | 7,47 | ||||
2025-08-12 | 13F | Reliant Wealth Planning | 8 317 | 0,00 | 519 | 5,71 | ||||
2025-08-14 | 13F | Tudor Financial Inc. | 23 094 | 1 440 | ||||||
2025-07-28 | 13F | Copia Wealth Management | 6 608 | −15,49 | 412 | −10,63 | ||||
2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 19 739 | −20,71 | 1 231 | −16,16 | ||||
2025-07-28 | 13F | Omnia Family Wealth, LLC | 129 410 | −5,36 | 8 070 | 0,10 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 94 851 | −6,90 | 5 968 | −0,63 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 2 753 | 0,00 | 172 | 5,56 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 508 | 0,32 | 780 | 5,99 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 12 076 | 1,92 | 753 | 7,88 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 5 509 | 271 | ||||||
2025-08-15 | 13F | Morgan Stanley | 23 501 143 | −1,19 | 1 465 531 | 4,51 | ||||
2025-08-05 | 13F | Atlas Wealth Partners, LLC | 5 922 | 0,00 | 0 | |||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 103 288 | 1,97 | 6 517 | 2,71 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 52 095 | −10,45 | 3 249 | −5,28 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 4 839 | −15,61 | 308 | −15,19 | ||||
2025-08-14 | 13F | Port Capital LLC | 20 850 | −2,34 | 1 300 | 3,26 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 355 094 | −2,64 | 22 144 | 2,97 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11 600 | 120,95 | 684 | 163,71 | ||||
2025-07-14 | 13F | Matrix Trust Co | 7 432 | −63,29 | 0 | −100,00 | ||||
2025-08-13 | 13F | Wills Financial Group LLC | 115 117 | 0,00 | 7 179 | 5,76 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 276 608 | 463,08 | 17 249 | 495,61 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 62 068 | −13,38 | 3 871 | −8,38 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 17 754 | 0,00 | 1 107 | 5,83 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Bridge, LLC | 2 079 | 259,07 | 130 | 279,41 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 635 955 | 0,75 | 39 658 | 6,56 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 24 378 | 0,00 | 1 520 | 5,78 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 25 530 | −0,32 | 1 592 | 5,43 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 6 973 | 435 | ||||||
2025-08-11 | 13F | Battery Global Advisors, LLC | 108 116 | −5,01 | 6 742 | 0,48 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 7 032 527 | −9,24 | 438 548 | −4,01 | ||||
2025-07-18 | 13F | Ewa, Llc | 37 161 | −7,35 | 2 317 | −1,99 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 6 630 | 0,00 | 413 | 5,90 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 830 | 0,63 | 426 | 6,25 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 3 538 | −7,50 | 221 | −2,22 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 1 048 | 0,00 | 65 | 6,56 | ||||
2025-07-15 | 13F | McAdam, LLC | 7 687 | 4,64 | 479 | 10,62 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 39 238 | 84,16 | 2 447 | 132,07 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 840 | 0,00 | 52 | 6,12 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1 329 143 | 12 087,26 | 82 885 | 12 790,36 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 25 686 | 2,62 | 1 602 | 8,54 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 | 200,00 | 0 | |||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 10 042 | −2,04 | 626 | 3,64 | ||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 111 113 | 0,00 | 7 | 0,00 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29 023 | −12,22 | 1 810 | −7,18 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 173 675 | 107,25 | 10 830 | 119,23 | ||||
2025-07-30 | 13F | Axecap Investments, LLC | 14 179 | 280,75 | 884 | 303,65 | ||||
2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 6 194 | 0,00 | 386 | 5,75 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 669 | 1,18 | 416 | 6,96 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 21 383 | −6,12 | 1 333 | −0,67 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24 865 | −4,47 | 1 551 | 1,04 | ||||
2025-07-23 | 13F | Regency Capital Management Inc.\DE | 171 052 | −4,52 | 10 667 | 0,98 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 186 499 | −50,34 | 11 630 | −47,47 | ||||
2025-07-18 | 13F | Founders Capital Management | 710 | 0,00 | 44 | 7,32 | ||||
2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 9 670 | 0,00 | 603 | 5,79 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 10 850 | 10,37 | 677 | 39,09 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 4 636 | 0,00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 155 173 | −2,83 | 9 677 | 2,77 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 58 155 | 1,13 | 3 627 | 6,96 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 6 264 | −1,71 | 0 | |||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 313 | 8,67 | 269 | 14,53 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 320 | 267,82 | 20 | 280,00 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 1 349 | −16,11 | 84 | −10,64 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 3 594 | 0,00 | 224 | 6,16 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 24 302 | −10,15 | 1 515 | −4,96 | ||||
2025-08-05 | 13F | Code Waechter LLC | 4 250 | 0,00 | 265 | |||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 6 950 | 75,95 | 433 | 86,64 | ||||
2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 500 | 31 | |||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 198 945 | −19,56 | 12 406 | −14,92 | ||||
2025-07-18 | 13F | First Pacific Financial | 2 531 | −5,81 | 158 | −0,63 | ||||
2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 3 200 | 200 | |||||
2025-07-22 | 13F | IMC-Chicago, LLC | 42 717 | 272,07 | 2 664 | 293,93 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 61 169 | 18,15 | 3 815 | 24,97 | ||||
2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 167 843 | 67,24 | 10 | 100,00 | ||||
2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Central Bank & Trust Co | 12 393 | 80,55 | 773 | 91,09 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 165 240 | 10 304 | ||||||
2025-07-11 | 13F | Essex Savings Bank | 9 349 | −7,07 | 583 | −1,69 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 622 | 0,00 | 288 | 5,88 | ||||
2025-07-29 | 13F | Private Trust Co Na | 20 999 | −3,46 | 1 309 | 2,11 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 797 | 1 892,50 | 50 | 2 350,00 | ||||
2025-07-17 | 13F | Sfm, Llc | 5 037 | −32,08 | 314 | −28,15 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 74 944 | 14,99 | 4 674 | 21,63 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 27 500 | 0,00 | 1 715 | 5,74 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 466 | −3,42 | 528 | 2,13 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 119 713 | −0,38 | 7 465 | 5,36 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 5 800 | 0,00 | 362 | 5,87 | |||
2025-08-13 | 13F | Maia Wealth LLC | 16 151 | −4,67 | 1 007 | −1,85 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 781 | −4,88 | 859 | 0,59 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 8 987 | 560 | ||||||
2025-08-12 | 13F | New Republic Capital, LLC | 18 089 | −2,99 | 1 128 | 2,64 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 602 279 | 75,55 | 59 859 | 195,93 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 1 606 | 0,00 | 100 | 6,38 | ||||
2025-08-06 | 13F | Bensler, LLC | 63 714 | 9,93 | 3 973 | 16,27 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 5 649 | 35,27 | 352 | 43,09 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 306 636 | −5,51 | 19 122 | −0,06 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 30 178 | −38,26 | 1 882 | −34,71 | ||||
2025-08-11 | 13F | Citigroup Inc | 5 108 818 | 809,07 | 318 586 | 861,50 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 1 349 165 | −26,68 | 84 134 | −22,45 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 129 299 | 6,88 | 70 423 | 13,04 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 20 400 | 1 284 | ||||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 47 729 | −8,31 | 2 976 | −3,03 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 17 564 | 51,75 | 1 095 | 60,56 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 274 775 | −1,78 | 17 135 | 3,88 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1 150 | 6,58 | 72 | 12,70 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 75 930 | 14,76 | 4 735 | 21,35 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78 528 | 1,91 | 4 897 | 7,79 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 80 273 | 21,08 | 5 006 | 28,07 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 53 112 | −0,61 | 3 312 | 5,14 | ||||
2025-07-16 | 13F | Valicenti Advisory Services Inc | 4 505 | 0,00 | 0 | |||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 062 | 0,00 | 66 | 6,45 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 55 146 | 4,14 | 3 439 | 10,12 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 2 559 | −4,12 | 160 | 1,27 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 28 082 | 49,98 | 1 751 | 58,75 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 5 223 | 0,00 | 326 | 5,86 | ||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3 370 | 210 | ||||||
2025-07-11 | 13F | First PREMIER Bank | 23 414 | 42,65 | 1 | |||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 902 | 617 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 21 776 | 25,45 | 1 373 | 27,15 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 668 222 | −2,80 | 41 670 | 2,81 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 122 955 | 7 667 | ||||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4 137 | 0,00 | 258 | 5,76 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 56 686 | 1,29 | 3 535 | 7,12 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 7 628 | −0,68 | 476 | 5,09 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 10 670 | −1,27 | 1 | |||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Erste Asset Management GmbH | 1 775 650 | 52,55 | 110 730 | 61,34 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 1 521 190 | −0,31 | 94 862 | 5,43 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 090 | 255 | ||||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 708 | 0,00 | 44 | 7,32 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 379 683 | 21,07 | 23 677 | 28,05 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8 923 | −1,04 | 556 | 4,71 | ||||
2025-08-08 | 13F | Parker Investment Management, LLC | 102 881 | −84,83 | 6 416 | −83,96 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 100 | 0,00 | 0 | |||||
2025-08-14 | 13F | Gould Capital, LLC | 4 569 | 0,00 | 285 | 5,58 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 34 422 | 8,66 | 2 147 | 14,94 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 6 231 | −1,22 | 389 | 4,58 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 834 | −27,16 | 52 | −22,39 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 128 846 | −3,39 | 8 035 | 2,17 | ||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 3 451 | −0,29 | 215 | 5,39 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 107 528 | −1,85 | 6 705 | −5,20 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 486 | −55,03 | 217 | −52,52 | ||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 3 650 | 0,00 | 228 | 5,58 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 20 640 | −8,03 | 1 287 | −2,72 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 9 307 | 0,00 | 580 | 5,84 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 368 | −31,73 | 23 | −29,03 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 500 | 0,00 | 94 | 5,68 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 7 125 | 10,89 | 444 | 17,46 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 53 738 | −3,66 | 3 351 | 1,92 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 69 211 | 1,28 | 4 316 | 7,10 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 6 434 | 401 | ||||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 57 | 0,00 | 4 | 0,00 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 17 649 | 0,00 | 1 101 | 5,77 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 97 021 | 4,72 | 6 050 | 10,77 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 105 | 0,00 | 69 | 25,93 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 5 696 | 9,29 | 355 | 15,64 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 722 | 294,48 | 1 168 | 318,28 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 25 156 | −1,12 | 2 | 0,00 | ||||
2025-08-06 | 13F | First Eagle Investment Management, LLC | 3 056 | 215,70 | 189 | 235,71 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64 920 | 4 149 | ||||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 305 491 | −1,39 | 19 050 | 4,30 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 9 195 | 0,00 | 573 | 5,72 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 084 | −11,99 | 442 | −6,96 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 3 976 | 232 | ||||||
2025-07-23 | 13F | Nbt Bank N A /ny | 1 318 | 0,00 | 82 | 6,49 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 36 493 | 42,61 | 2 276 | 50,86 | ||||
2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 361 432 | −1,72 | 22 539 | 3,95 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 912 | −21,24 | 244 | −16,78 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 20 842 | −35,32 | 1 300 | −31,60 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 125 985 | 0,01 | 7 856 | 5,78 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 3 480 | −15,20 | 217 | −10,37 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 29 348 | 1,56 | 1 830 | 7,46 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 371 971 | −6,71 | 23 404 | −0,44 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 321 686 | 7,89 | 20 060 | 14,11 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 697 | 128,52 | 43 | 152,94 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3 915 | 0,00 | 244 | 6,09 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 609 | −17,96 | 1 111 | −15,00 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 28 000 | 55,56 | 1 746 | 64,56 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 10 433 | −10,88 | 651 | −5,80 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 465 | −15,10 | 590 | −10,20 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 14 403 | −1,46 | 898 | 4,30 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 8 202 | 42,84 | 521 | 46,35 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 3 276 | 0,00 | 0 | |||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 12 000 | 0,00 | 748 | 5,80 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 10 952 | 13,04 | 683 | 19,44 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 13 586 | −3,14 | 1 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 10 519 | 14,25 | 656 | 20,85 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 378 844 | 13,55 | 23 625 | 20,10 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 7 846 | −16,69 | 489 | −11,89 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 13 319 | −12,29 | 831 | −7,26 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 340 284 | −0,60 | 21 220 | 5,14 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 534 | −0,70 | 906 | 5,10 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 24 718 | −13,41 | 1 541 | −8,44 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 86 883 | −1,61 | 5 418 | 4,07 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 122 188 | −10,29 | 7 620 | −5,12 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 14 801 | −7,93 | 923 | −2,64 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 974 903 | 23,05 | 60 795 | 30,15 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 686 108 | −8,61 | 105 146 | −3,34 | ||||
2025-08-01 | 13F | James Investment Research Inc | 357 680 | −0,55 | 22 305 | 5,18 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 8 276 | 0,00 | 516 | 5,95 | ||||
2025-07-16 | 13F | American National Bank | 18 551 | 1,64 | 1 157 | 7,43 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 20 530 | −27,36 | 1 280 | −23,17 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 17 365 | 9,11 | 1 083 | 15,35 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 359 245 | −2,09 | 22 403 | 3,55 | ||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 6 612 | 0,00 | 412 | 5,91 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 21 091 | 12,88 | 1 315 | 15,45 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 5 811 | 365 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 014 | 0,00 | 188 | 5,65 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 448 | −12,20 | 215 | −6,93 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 321 | 0,00 | 20 | 11,11 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 319 287 | −0,39 | 19 911 | 5,36 | ||||
2025-08-12 | 13F | Main Management LLC | 250 | 0,00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 367 | −90,47 | 148 | −88,04 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 46 118 | −5,93 | 2 876 | −0,52 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 446 | 17,37 | 28 | 22,73 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 2 413 902 | −0,85 | 150 528 | 4,87 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 17 858 | −2,78 | 1 114 | 2,87 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 8 514 | 10,86 | 531 | 17,26 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 530 | 0,00 | 33 | 6,45 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 335 | 0,00 | 270 | 5,88 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3 650 | 0,00 | 215 | 0,00 | ||||
2025-07-28 | 13F | Courier Capital Llc | 52 918 | 19,52 | 3 300 | 26,40 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 13 985 | −36,48 | 872 | −32,82 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 4 534 | −13,27 | 283 | −8,44 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11 125 | −1,33 | 694 | 4,37 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 24 597 | −18,70 | 1 534 | −14,02 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 371 | 0,00 | 148 | 5,76 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 505 641 | −4,32 | 31 532 | 1,19 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 6 933 | −0,27 | 432 | 5,62 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 4 139 | 0,00 | 258 | 5,74 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 43 721 | 0,44 | 2 726 | 0,81 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8 030 | 1,01 | 501 | 6,84 | ||||
2025-08-12 | 13F | Mizuho Securities Co. Ltd. | 2 230 | 139 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 372 940 | 1,07 | 23 257 | 6,89 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 689 | −32,87 | 292 | −28,95 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29 269 | −1,42 | 1 825 | 4,29 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 931 | 0,00 | 58 | 7,41 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 433 127 | 25,47 | 27 010 | 32,70 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 29 911 | 0,85 | 1 865 | 6,69 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 4 822 | 39,61 | 303 | 44,29 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 39 970 | 0,50 | 2 493 | 6,31 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 10 493 | 10,79 | 654 | 17,20 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 30 695 | 0,00 | 1 914 | 5,80 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 66 483 | −1,22 | 4 146 | 4,46 | ||||
2025-08-06 | 13F | HORAN Wealth, LLC | 15 385 | 959 | ||||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 122 541 | 4,49 | 7 642 | 10,51 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 31 931 | 115,82 | 1 991 | 128,33 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 76 911 | −31,71 | 4 796 | −27,77 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13 004 | −16,12 | 811 | −11,38 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 5 670 | 0,00 | 354 | 5,69 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 337 | 7,05 | 83 | 13,70 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 20 028 | −68,41 | 1 249 | −66,61 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 187 590 | −0,19 | 11 698 | 5,57 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2 354 148 | 0,13 | 146 805 | 5,91 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 308 | 19 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 25 119 | −7,22 | 1 566 | −1,88 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 14 709 | 0,71 | 917 | 6,50 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 039 | 1,14 | 314 | 7,17 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 57 980 | 6,90 | 3 616 | 13,07 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8 740 | 15,38 | 545 | 22,20 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 88 807 | −0,11 | 5 538 | 48,31 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 919 938 | 1,13 | 57 367 | 6,97 | ||||
2025-08-12 | 13F | Prudential Plc | 120 861 | 3,04 | 7 537 | 8,98 | ||||
2025-07-14 | 13F | Abound Wealth Management | 848 | 20,11 | 53 | 26,83 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 204 655 | 4,40 | 12 762 | 10,42 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 1 555 296 | −24,81 | 96 988 | −20,48 | ||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 9 130 | 118,53 | 569 | 131,30 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 9 238 | 0,00 | 576 | 5,88 | ||||
2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 070 | −7,87 | 1 376 | −2,55 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8 110 | −11,07 | 506 | −5,96 | ||||
2025-07-29 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 71 732 | 0,00 | 4 459 | 15,37 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 6 475 | −84,11 | 404 | −83,22 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 19 534 | 0,00 | 1 218 | 5,82 | ||||
2025-04-03 | 13F | First Hawaiian Bank | 6 325 | 373 | ||||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 33 681 | 0,00 | 2 075 | 4,53 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 11 820 | 0,00 | 737 | 5,89 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 339 266 | 6,37 | 21 | 16,67 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 344 512 | 4,09 | 21 484 | 10,09 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 348 | −2,33 | 209 | 2,97 | ||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 103 889 | −10,06 | 6 479 | −4,88 | ||||
2025-07-10 | 13F | IMPACTfolio, LLC | 41 334 | −11,90 | 2 578 | −6,83 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 786 | 10,19 | 236 | 6,79 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4 538 | −9,94 | 283 | −5,05 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 30 048 | 1,95 | 1 874 | 7,83 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 700 | −0,44 | 1 041 | 5,36 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 21 596 | 1,67 | 1 347 | 7,51 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 161 208 | −1,74 | 10 053 | 3,92 | ||||
2025-07-23 | 13F | First Merchants Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 876 | −31,03 | 117 | −27,50 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 306 | 1,38 | 393 | 7,38 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 184 | 0,00 | 12 | 10,00 | ||||
2025-07-07 | 13F | First Community Trust Na | 1 075 | 0,00 | 67 | 6,35 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 127 716 | 10,17 | 7 964 | 16,53 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 47 554 | −0,89 | 2 965 | 4,81 | ||||
2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F/A | Pitcairn Co | 5 500 | −18,45 | 343 | −13,85 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21 347 | 29,16 | 1 331 | 36,65 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 15 992 | −3,03 | 997 | 2,57 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 10 059 | −24,70 | 630 | −19,95 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 197 060 | −3,42 | 12 289 | 2,15 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 11 904 | −21,11 | 742 | −16,54 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 712 | 0,00 | 44 | 7,32 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168 217 | 170,25 | 10 496 | 190,11 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 178 | −73,15 | 11 | −71,79 | ||||
2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 9 061 | 36,87 | 1 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 32 254 | 2,95 | 2 011 | 8,88 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 752 | 0,00 | 109 | 5,83 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 4 880 | 2,85 | 304 | 8,96 | ||||
2025-08-14 | 13F | Granite FO LLC | 2 565 | −28,05 | 160 | −24,29 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 7 123 | 444 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 279 466 | −0,02 | 17 428 | 5,75 | ||||
2025-07-29 | 13F | Swmg, Llc | 16 751 | −49,74 | 1 047 | −49,59 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 773 | 0,00 | 609 | 5,73 | ||||
2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 128 896 | −8,85 | 8 012 | 5,17 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 96 172 | 5 997 | ||||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8 843 | 1,47 | 551 | 7,41 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Verger Capital Management LLC | 236 184 | −2,79 | 14 728 | 2,82 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 5 250 | 0,00 | 327 | 5,83 | ||||
2025-08-05 | 13F | Tsfg, Llc | 113 018 | −3,58 | 7 | 16,67 | ||||
2025-05-15 | 13F | Rakuten Investment Management, Inc. | 47 624 | 119,92 | 2 768 | 155,35 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 25 216 | −1,56 | 1 572 | 4,11 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 101 487 | −35,12 | 6 329 | −31,26 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 31 505 | 0,00 | 1 965 | 5,76 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 87 151 | 176,93 | 5 435 | 248,78 | ||||
2025-07-17 | 13F | Blossom Wealth Management | 21 715 | 3,16 | 1 354 | 9,11 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 7 200 | 104,72 | 450 | 110,28 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 375 226 | −14,29 | 23 399 | −9,34 | ||||
2025-07-17 | 13F | XML Financial, LLC | 7 307 | −7,59 | 456 | −2,36 | ||||
2025-07-23 | 13F | Friedenthal Financial | 360 | 22 | ||||||
2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 6 829 | 0,00 | 426 | 5,72 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 28 880 | 3,88 | 1 801 | 9,82 | ||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 23 132 | 0,00 | 1 443 | 5,80 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 11 968 | −9,11 | 746 | −3,87 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 3 579 | 0,00 | 223 | 5,69 | ||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 31 836 | −1,37 | 1 985 | 4,31 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 26 755 | 44,73 | 1 668 | 82,30 | ||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 30 486 | 29,23 | 1 901 | 36,76 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 134 943 | 8 415 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 121 | 0,00 | 70 | 4,55 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 67 576 | −21,65 | 4 214 | −17,13 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 745 | −21,53 | 421 | −17,00 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 64 919 | −48,53 | 4 048 | −45,57 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 114 500 | −33,74 | 7 140 | −29,92 | |||
2025-08-14 | 13F | Jane Street Group, Llc | 35 083 | −0,01 | 2 188 | 5,75 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 66 900 | 31,69 | 4 172 | 39,27 | |||
2025-08-07 | 13F | Atala Financial Inc | 10 225 | 0,00 | 638 | 5,81 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 236 | −30,59 | 15 | −30,00 | ||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 99 940 | −47,20 | 6 232 | −44,15 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 2 800 | 833,33 | 175 | 923,53 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 450 | 0,00 | 28 | 7,69 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 16 317 | 11,74 | 1 018 | 18,26 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 3 385 | 211 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 121 484 | −6,73 | 7 576 | −1,35 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 125 | −7,00 | 1 | |||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 167 | 10,70 | 197 | 17,26 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 872 | 54 | ||||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 88 965 | −16,74 | 6 | −16,67 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 29 222 | 4,14 | 1 822 | 10,16 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 140 | 56,38 | 0 | |||||
2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 176 504 | −25,99 | 11 007 | −21,73 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 1 | ||||||
2025-07-31 | 13F | Arrien Investments, Inc. | 7 500 | 0,00 | 468 | 5,66 | ||||
2025-08-07 | 13F | SFE Investment Counsel | 9 717 | −9,92 | 606 | −4,87 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 6 356 | −40,47 | 396 | −37,04 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 810 | 0,00 | 238 | 5,80 | ||||
2025-08-05 | 13F | Allstate Corp | 30 555 | −16,86 | 1 905 | −12,05 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 780 | 0,00 | 111 | 6,73 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0,00 | 1 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 132 461 | 19,54 | 8 260 | 26,44 | ||||
2025-08-07 | 13F | Wisconsin Capital Management Llc | 7 240 | 7,42 | 451 | 13,60 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 131 | 320 | ||||||
2025-07-24 | 13F | Williams & Novak, LLC | 7 184 | −17,95 | 448 | −13,20 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 800 008 | 2,01 | 49 889 | 7,89 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 7 832 | 0,00 | 488 | 5,86 | ||||
2025-07-30 | 13F | Townsend & Associates, Inc | 162 108 | −26,45 | 10 198 | −28,36 | ||||
2025-08-01 | 13F | Purkiss Capital Advisors LLC | 268 020 | 6,08 | 16 714 | 12,19 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 4 806 | 0,00 | 300 | 5,65 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 909 546 | 4,10 | 56 719 | 10,10 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 924 226 | −2,46 | 58 152 | 4,11 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 201 779 | −8,02 | 12 583 | −2,72 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 22 682 | −15,79 | 1 414 | −10,96 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 108 216 | −49,57 | 6 748 | −46,66 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 3 244 | −6,38 | 202 | −0,98 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 10 111 | −7,65 | 630 | −2,33 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 4 375 | 0,00 | 273 | 5,84 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 3 520 | 0,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 6 812 | 21,95 | 425 | 28,88 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 12 545 | 0,03 | 782 | 5,82 | ||||
2025-08-12 | 13F | Bank OZK | 33 666 | −3,99 | 2 099 | 1,55 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 8 117 | −20,61 | 506 | −15,95 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 3 461 | 0,00 | 216 | 5,39 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 9 959 | −39,03 | 621 | −35,45 | ||||
2025-07-16 | 13F | Old Port Advisors | 151 816 | 1,14 | 9 467 | 6,97 | ||||
2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 97 450 | −6,85 | 6 077 | −1,49 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 38 249 | 37,67 | 2 385 | 45,60 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 677 | 87,99 | 158 | 124,29 | ||||
2025-07-09 | 13F | Beacon Financial Group | 63 734 | 0,67 | 3 974 | 6,48 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 53 | 0,00 | 3 | 0,00 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 6 388 | −17,34 | 400 | −12,09 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 25 967 | −5,48 | 1 619 | 0,00 | ||||
2025-08-07 | 13F | Tacita Capital Inc | 7 777 | 0,00 | 485 | 5,90 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 55 329 | −18,85 | 3 450 | −14,18 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 96 713 | −7,83 | 6 197 | 0,18 | ||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 80 600 | 5 026 | ||||||
2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 22 024 | 0,00 | 1 373 | 5,78 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 54 331 | 1,41 | 3 388 | 7,49 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 1 089 365 | 65,32 | 67 933 | 74,86 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 370 986 | 7,75 | 23 135 | 13,96 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 14 | 1 | ||||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 90 098 | −16,40 | 5 618 | −11,58 | ||||
2025-08-15 | 13F | Courage Capital Management Llc | 28 000 | 0,00 | 2 | 0,00 | ||||
2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 288 908 | 12,07 | 18 016 | 10,86 | ||||
2025-08-20 | 13F | North Dallas Bank & Trust Co | 39 595 | 2 469 | ||||||
2025-08-08 | 13F | Accredited Investors Inc. | 4 581 | 286 | ||||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 3 517 | 219 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 35 554 | 2 217 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 55 | 0,00 | 3 | 0,00 | ||||
2025-07-29 | 13F | Stableford Capital Ii Llc | 98 087 | −1,48 | 6 171 | −1,04 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 9 740 | 0,31 | 607 | 6,12 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 108 225 | 373,92 | 6 749 | 401,34 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 7 513 | 0,00 | 469 | 5,88 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 20 568 | 0,00 | 1 283 | 5,78 | ||||
2025-08-12 | 13F | Argent Trust Co | 84 302 | −5,43 | 5 257 | 0,04 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 6 820 | 425 | ||||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 14 463 | −30,78 | 902 | −26,81 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 96 | 0,00 | 6 | 0,00 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Allen Capital Group, LLC | 3 652 | 0,08 | 228 | 5,58 | ||||
2025-07-23 | 13F | True Vision MN LLC | 25 454 | −26,94 | 1 587 | −22,74 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 105 767 | −5,39 | 6 596 | 0,06 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 473 763 | −0,29 | 29 544 | 5,46 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 2 142 | 12,62 | 134 | 18,75 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 4 314 | 269 | ||||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6 757 | 3,40 | 421 | 9,35 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 35 801 | −0,49 | 2 233 | 5,23 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17 115 | 7,54 | 1 067 | 13,75 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 203 565 | −0,51 | 12 808 | 6,18 | ||||
2025-08-14 | 13F | First Foundation Advisors | 353 713 | −4,79 | 22 058 | 0,70 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 204 | 215,31 | 137 | 234,15 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 7 250 | 0,00 | 427 | 19,27 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 80 916 | 4,13 | 5 046 | 10,13 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 10 334 | 61,44 | 644 | 70,82 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 818 | 0,00 | 363 | 5,54 | ||||
2025-08-07 | 13F | Nwam Llc | 13 748 | 0,75 | 847 | 5,35 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 408 714 | −0,70 | 88 316 | 5,59 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 350 | 22 | ||||||
2025-07-30 | 13F | Forum Financial Management, LP | 21 897 | −17,67 | 1 365 | −12,95 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 209 523 | −11,41 | 13 066 | −6,30 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 7 716 | 0,78 | 481 | 6,65 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 7 243 | 0,00 | 452 | 5,62 | ||||
2025-07-24 | 13F | Eastern Bank | 35 054 | 9,84 | 2 186 | 16,16 | ||||
2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14 438 | −26,90 | 900 | −22,68 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 5 640 | 0,00 | 352 | 5,72 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 2 723 | −23,47 | 174 | −16,75 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4 499 | 281 | ||||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 18 211 | 0,00 | 1 136 | 5,78 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 121 621 | −19,01 | 7 584 | −14,34 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 4 829 | 0,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 9 726 | 4,69 | 1 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 750 | 48,51 | 47 | 58,62 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 3 433 629 | −3,17 | 214 121 | 2,41 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27 173 | −2,74 | 1 695 | 2,85 | ||||
2025-08-13 | 13F | Northern Trust Corp | 4 087 979 | 13,82 | 254 926 | 20,38 | ||||
2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 209 455 | 0,00 | 13 062 | 5,77 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 4 740 | 13,81 | 296 | 12,17 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 211 950 | 13 217 | ||||||
2025-07-18 | 13F | Rogco, Lp | 211 142 | −1,22 | 13 167 | 4,47 | ||||
2025-08-14 | 13F | Fmr Llc | 25 423 723 | −2,67 | 1 585 423 | 2,94 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3 444 | 215 | ||||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 31 290 | −18,00 | 1 951 | −13,25 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 670 | 0,00 | 915 | 5,79 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 9 227 | 575 | ||||||
2025-08-13 | 13F | West Family Investments, Inc. | 455 804 | −7,18 | 28 562 | −1,79 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 124 | −51,18 | 8 | −50,00 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 3 824 | 0,00 | 238 | 5,78 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 50 719 | 0,00 | 3 224 | 1,96 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 8 464 | 0,00 | 528 | 5,61 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 10 887 | 0,00 | 679 | 5,77 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7 459 | 6,42 | 465 | 12,59 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 67 710 | 46,03 | 4 222 | 54,48 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 51 910 | 79,89 | 3 237 | 90,30 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 309 964 | −1,38 | 19 329 | 4,31 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 50 956 | −0,83 | 3 178 | 4,89 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 6 151 | −1,90 | 384 | 3,79 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 590 | 0,00 | 99 | 6,45 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 17 943 | 0,00 | 1 119 | 5,77 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 1 000 | 62 | ||||||
2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 67 180 | −32,63 | 4 187 | −28,73 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 26 166 | 8,99 | 1 632 | 15,27 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ieq Capital, Llc | 608 173 | −2,18 | 37 926 | 3,46 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 27 037 | 0,00 | 1 686 | 5,77 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 17 820 | 949,47 | 1 | |||||
2025-07-31 | 13F | Avory & Company, LLC | 20 000 | 0,00 | 1 247 | 5,77 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 91 693 | −7,50 | 6 | 0,00 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 159 746 | 2,03 | 9 962 | 7,91 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 725 | 0,00 | 45 | 7,14 | ||||
2025-07-16 | 13F | Embree Financial Group | 5 589 | 7,07 | 349 | 13,36 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 57 252 | −5,58 | 3 570 | −0,14 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 11 775 | 105,50 | 734 | 117,80 | ||||
2025-07-14 | 13F | Gries Financial Llc | 7 303 | −3,30 | 455 | 2,25 | ||||
2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7 795 | 6 136,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 41 | −16,33 | 3 | 0,00 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10 249 | 141,89 | 639 | 156,63 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 413 | −7,71 | 774 | −2,40 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3 485 | −5,99 | 217 | −0,46 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 59 627 | 1,10 | 3 718 | 6,93 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 17 535 | −29,41 | 1 093 | −25,34 | ||||
2025-06-25 | NP | PUDAX - PGIM Real Assets Fund Class A | 113 181 | 60,32 | 7 036 | 88,53 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 375 | 0,00 | 23 | 4,55 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 3 945 | 233 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 5 427 | 1,19 | 338 | 6,96 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 22 789 | 27,39 | 1 419 | 32,65 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 031 | 46,00 | 1 000 | 54,56 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 3 457 | 216 | ||||||
2025-08-04 | 13F | Mill Capital Management, LLC | 16 250 | 0,00 | 1 013 | 5,74 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 367 033 | −3,50 | 23 070 | 3,42 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 132 434 | −21,56 | 8 259 | −17,04 | ||||
2025-07-09 | 13F | Exchange Bank | 8 785 | 27,45 | 548 | 34,73 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 20 052 | −75,00 | 1 261 | −73,36 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 298 243 | −1,71 | 18 598 | 3,96 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104 326 | 8,43 | 6 505 | 14,69 | ||||
2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-01 | 13F | Cornerstone Planning, LLC | 5 465 | 271 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 1 456 | 0,00 | 91 | 5,88 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 836 | 20,39 | 1 861 | 27,31 | ||||
2025-05-13 | 13F | Fca Corp /tx | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Keener Financial Planning LLC | 413 | 0 | ||||||
2025-08-05 | 13F | Access Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154 103 | 23,36 | 9 086 | 46,91 | ||||
2025-07-18 | 13F | Swp Financial Llc | 21 699 | −10,56 | 1 353 | −5,38 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 95 786 | −0,78 | 5 973 | 4,96 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 7 459 | −2,69 | 465 | 3,10 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 183 074 | 9,14 | 11 416 | 15,43 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 13 896 829 | −20,93 | 866 595 | −16,37 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 80 | 0,00 | 5 | 0,00 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 11 443 | 0,00 | 714 | 5,79 | ||||
2025-05-15 | 13F | Benchmark Investment Advisors LLC | 7 355 | −2,52 | 434 | 16,09 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 209 046 | −6,32 | 13 036 | −0,91 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 13 875 | −19,68 | 865 | −15,03 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 141 | −0,50 | 508 | 5,19 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 514 | 18,84 | 94 | 25,33 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 240 586 | 3,24 | 15 003 | 9,19 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 129 678 | −8,33 | 70 447 | −3,04 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 12 793 | 0,00 | 798 | 5,70 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 54 482 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Gimbal Financial | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 376 563 | −0,46 | 23 482 | 5,28 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 13 534 | −2,51 | 844 | 3,06 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 112 359 | −19,42 | 7 007 | −14,78 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Berger Financial Group, Inc | 5 934 | 22,83 | 370 | 30,28 | ||||
2025-08-04 | 13F | Assetmark, Inc | 676 720 | 7,87 | 42 200 | 14,09 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 5 958 | 6,07 | 372 | 12,08 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 3 718 | 0,00 | 232 | 5,48 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27 963 | 4,49 | 1 744 | 10,53 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 119 913 | −2,74 | 7 539 | −5,33 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 252 | −12,29 | 390 | −7,38 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 4 525 | 0,00 | 282 | 6,02 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 871 | 0,00 | 54 | 5,88 | ||||
2025-05-07 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 015 | 12,78 | 63 | 18,87 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 60 633 | −6,19 | 4 225 | 10,87 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 534 | 24,13 | 407 | 56,54 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 30 332 | −60,45 | 1 891 | −58,18 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 18 680 | 0,00 | 1 165 | 5,72 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 32 683 | 0,00 | 2 038 | 5,82 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 4 149 | 0,00 | 259 | 5,74 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 245 641 | 10,00 | 15 318 | 16,35 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 53 205 | −0,05 | 3 318 | 5,70 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 17 042 | −3,94 | 1 063 | 1,53 | ||||
2025-07-15 | 13F | Northside Capital Management, LLC | 47 422 | 0,00 | 2 957 | 5,76 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 12 984 | 11,26 | 810 | 17,59 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 117 426 | 0,29 | 7 323 | 6,07 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 51 748 | 4,90 | 3 289 | 13,30 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 60 735 | 16,84 | 3 787 | 23,60 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 122 316 | −2,58 | 8 | 0,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 283 060 | −29,80 | 17 652 | −25,75 | ||||
2025-07-22 | 13F | Prentiss Smith & Co Inc | 5 391 | 0,00 | 336 | 5,99 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 48 393 | 2,57 | 3 018 | 8,49 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 35 269 | −0,70 | 2 199 | 5,01 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 153 684 | 0,29 | 9 584 | 6,08 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 38 957 | 272,54 | 2 429 | 294,32 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 12 500 | 0,00 | 661 | 0,00 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23 880 | 561,86 | 1 489 | 602,36 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 17 160 | 0,17 | 1 070 | 5,94 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 880 573 | −9,32 | 54 920 | −4,09 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2 157 | 13,83 | 135 | 20,72 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 42 079 | 422,01 | 3 | |||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 69 642 | 0,00 | 4 343 | 5,75 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 45 626 | 67,04 | 2 845 | 76,71 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 8 690 | 0,00 | 542 | 5,66 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 627 414 | −25,70 | 39 126 | −21,41 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 167 212 | −3,93 | 10 427 | 1,61 | ||||
2025-08-27 | NP | RMDFX - Aspiriant Defensive Allocation Fund | 1 140 646 | 0,00 | 71 131 | 5,77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 10 900 901 | −2,52 | 679 780 | 3,10 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 12 402 | 0,00 | 773 | 5,75 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 79 350 | 21,06 | 4 948 | 28,05 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 259 194 | 9,30 | 16 163 | 15,61 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 66 378 | 16,42 | 4 139 | 23,15 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 547 | −8,01 | 1 655 | −2,70 | ||||
2025-08-08 | 13F | Creative Planning | 764 144 | 0,03 | 47 652 | 5,80 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 917 093 | 5,58 | 57 | 11,76 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 50 393 | 21,72 | 3 143 | 28,77 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 382 | 0,00 | 211 | 0,00 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1 319 | 0 | ||||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 7 112 | 0,00 | 419 | 19,03 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 685 552 | −13,86 | 42 751 | −8,90 | ||||
2025-07-21 | 13F | Hardman Johnston Global Advisors LLC | 3 600 | 0,00 | 224 | 5,66 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 497 | −26,98 | 280 | −22,87 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 27 990 | −8,67 | 1 745 | −3,38 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 70 746 | 46,70 | 4 412 | 55,15 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 74 885 | −11,95 | 4 670 | −6,88 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 6 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 243 055 | −5,19 | 15 157 | 0,27 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 303 | −78,03 | 206 | −76,86 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3 484 | 0,00 | 217 | 5,85 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 124 241 | −32,41 | 70 108 | −28,51 | ||||
2025-07-31 | 13F | Pullen Investment Management, LLC | 6 398 | 9,26 | 399 | 15,36 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 1 236 715 | −0,19 | 77 122 | 5,56 | ||||
2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-23 | 13F | Country Club Bank /gfn | 21 763 | −12,49 | 1 342 | −7,20 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2 195 | 0,00 | 137 | 5,43 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 5 916 | 43,18 | 369 | 51,44 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 5 913 | −45,20 | 369 | −42,14 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 112 313 | 2,98 | 7 004 | 8,91 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 806 | −3,17 | 175 | 2,35 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 61 176 | −22,23 | 3 815 | −17,77 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 6 170 | −19,81 | 385 | −15,23 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 6 415 | 0,00 | 400 | 5,82 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Helium Advisors LLC | 9 940 | 0,00 | 620 | 5,63 | ||||
2025-06-03 | 13F | Invst, LLC | 55 792 | 10,76 | 3 289 | 31,88 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 459 | −5,96 | 403 | −0,50 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 133 809 | −15,25 | 8 344 | −10,36 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 3 472 | 217 | ||||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 120 936 | −2,10 | 7 542 | 3,54 | ||||
2025-07-18 | 13F | Chelsea Counsel Co | 291 | 0,00 | 18 | 5,88 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 156 113 | 1,12 | 9 735 | 6,95 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 835 | −70,31 | 1 | −75,00 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 6 358 | −20,76 | 396 | −16,28 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 4 194 | 262 | ||||||
2025-07-28 | 13F | Aries Wealth Management | 6 765 | −1,24 | 422 | 4,47 | ||||
2025-07-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 37 098 | −81,46 | 2 306 | −78,61 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 131 680 | −0,75 | 8 212 | 4,97 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 017 | 0,00 | 313 | 5,76 | ||||
2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 155 471 | −9,18 | 72 055 | −3,94 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 4 844 | −4,76 | 302 | 1,00 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 4 966 | 310 | ||||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 35 366 | −0,14 | 2 205 | 5,60 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 3 233 | 0,00 | 202 | 5,79 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 672 817 | 4,92 | 229 036 | 10,97 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 276 | 0,00 | 17 | 6,25 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 68 602 | −5,60 | 4 278 | −0,14 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 39 341 | −66,02 | 2 453 | −64,06 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 368 429 | 2,77 | 85 335 | 8,70 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 30 411 | 41,71 | 1 896 | 49,88 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 6 577 | −1,50 | 410 | 4,33 | ||||
2025-07-30 | 13F | Sanders Morris Harris Llc | 5 498 | 0,00 | 343 | 5,56 | ||||
2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 12 432 | −74,22 | 775 | −72,74 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 68 106 | −1,72 | 4 247 | 3,97 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 106 380 | 1 068,24 | 6 634 | 1 137,50 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 4 100 | −11,94 | 256 | −6,93 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 437 | 0,00 | 401 | 5,80 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 468 | 17,02 | 279 | 23,56 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 037 216 | 5,78 | 65 | 12,28 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 581 | −79,98 | 410 | −78,71 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 22 200 | −4,10 | 1 384 | 1,54 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 147 743 | 3 754,50 | 9 213 | 3 994,67 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 45 604 | 1,97 | 2 844 | 7,85 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 25 754 | −15,34 | 1 597 | −10,99 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 83 957 | −28,40 | 5 236 | −24,27 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 16 178 | −1,17 | 1 009 | 4,46 | ||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 7 087 | 0,00 | 442 | 5,76 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 5 882 | 5,77 | 367 | 11,93 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 456 | −5,54 | 340 | 0,00 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 42 723 | −7,22 | 2 664 | −1,84 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 632 981 | 7,11 | 39 473 | 13,28 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 18 025 | 12,50 | 1 124 | 19,07 | ||||
2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 135 608 | 0,00 | 8 457 | 5,77 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 550 | 0,00 | 34 | 6,25 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37 150 | 78,53 | 2 317 | 88,91 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 20 628 | 75,17 | 1 286 | 85,30 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 695 | 0,00 | 43 | 7,50 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 14 401 | 0,40 | 898 | 6,27 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 32 136 | −4,96 | 2 004 | 0,55 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 10 842 | 1,80 | 676 | 7,81 | ||||
2025-08-12 | 13F | Bokf, Na | 315 146 | 2,94 | 19 653 | 8,88 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 361 300 | −5,25 | 22 531 | 0,22 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 163 249 | 10 180 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 151 481 | 9 446 | ||||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 55 742 | 0,65 | 3 476 | 6,46 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 370 | 0,00 | 85 | 6,25 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 4 554 | −33,47 | 284 | −29,78 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 2 834 | 0,00 | 177 | 5,39 | ||||
2025-07-16 | 13F | Novem Group | 18 246 | 3,69 | 1 138 | 9,64 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 25 948 | 24,46 | 1 618 | 31,65 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Virtus Family Office LLC | 15 548 | −53,51 | 970 | −50,84 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 10 986 | −0,06 | 685 | 5,71 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 7 811 | 0,00 | 487 | 5,87 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 252 446 | −4,05 | 15 743 | −1,24 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 355 397 | 17,03 | 22 163 | 23,78 | ||||
2025-07-28 | 13F | Jordan Park Trust Co LLC | 18 651 | 0,00 | 1 163 | 5,82 | ||||
2025-08-14 | 13F | Glenview Trust Co | 12 384 | 9,70 | 772 | 16,09 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 3 368 | 210 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 589 730 | 5,21 | 36 776 | 11,28 | ||||
2025-07-31 | 13F/A | Avion Wealth | 869 | 0,00 | 0 | |||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 209 790 | 798,30 | 12 369 | 969,98 | ||||
2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 5 372 | 153,04 | 334 | 192,11 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 26 328 | 2,21 | 1 642 | 8,10 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 3 059 854 | −6,27 | 190 814 | −0,86 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 3 751 | −12,32 | 234 | −7,54 | ||||
2025-08-13 | 13F | Mizuho Bank, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Nkcfo Llc | 229 200 | 0,00 | 14 | 7,69 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 4 081 | −1,19 | 254 | 4,53 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 187 291 | 49,43 | 11 679 | 58,06 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 6 487 | 403 | ||||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 7 879 | −13,82 | 0 | |||||
2025-07-29 | 13F | Foster & Motley Inc | 3 565 | 0,00 | 0 | |||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 4 276 | 1,98 | 267 | 7,69 | ||||
2025-08-07 | 13F | Summit X, LLC | 58 102 | −8,67 | 3 623 | −3,39 | ||||
2025-08-13 | 13F | Crcm Lp | 280 240 | 4 598,07 | 17 476 | 4 878,63 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 7 463 | 49,32 | 465 | 58,16 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 121 536 | −8,12 | 7 579 | −2,82 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 118 490 | −14,37 | 7 389 | −9,43 | ||||
2025-07-16 | 13F/A | CX Institutional | 1 714 | −82,05 | 0 | |||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 41 870 | 2,71 | 2 588 | 8,60 | ||||
2025-08-13 | 13F | Kilter Group LLC | 18 933 | −23,48 | 1 181 | −19,07 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 3 422 | 0,00 | 0 | |||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 7 510 | 0,00 | 468 | 5,88 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 60 501 | 179,58 | 3 773 | 252,19 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 175 | −76,67 | 11 | −77,27 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 11 267 | 0,54 | 703 | 6,36 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 112 707 | 14,62 | 7 028 | 21,24 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 736 | 46 | ||||||
2025-08-14 | 13F | KKM Financial LLC | 8 683 | 0,00 | 541 | 5,87 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 6 885 | 0,00 | 429 | 5,93 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 26 342 | −32,44 | 1 643 | −28,55 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 12 381 | −0,42 | 772 | 5,32 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 1 565 300 | 97 612 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 850 | 0,00 | 53 | 6,00 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 828 | 0,00 | 52 | 6,25 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 151 425 | −5,39 | 9 443 | 0,06 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 5 112 | −5,40 | 319 | 0,00 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 3 788 | −0,53 | 236 | 5,36 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 93 287 | 16,62 | 5 817 | 23,35 | ||||
2025-08-12 | 13F | Terra Nova Asset Management LLC | 21 766 | 0,00 | 1 357 | 5,77 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 249 523 | −2,94 | 15 560 | 2,66 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 24 666 | 0,00 | 1 538 | 5,78 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Keel Point, LLC | 10 285 | 19,11 | 641 | 25,93 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 67 853 | −1,21 | 4 231 | 4,49 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 128 262 | −37,81 | 7 998 | −34,22 | ||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 2 076 | −6,95 | 129 | −1,53 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 10 780 | 672 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 88 640 | 546,68 | 5 528 | 584,03 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 4 012 | 0,00 | 250 | 5,93 | ||||
2025-08-13 | 13F | Keystone Financial Group | 62 463 | −8,66 | 3 895 | −3,37 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 76 352 | 4 761 | ||||||
2025-08-18 | 13F | Ashford Capital Management Inc | 4 138 | −37,31 | 258 | −33,68 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 597 | −4,80 | 349 | 4,18 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 81 598 | 5 088 | ||||||
2025-07-22 | 13F | FFG Partners, LLC | 18 413 | −36,19 | 1 148 | −32,51 | ||||
2025-07-30 | 13F | Whittier Trust Co | 60 987 | 0,29 | 3 803 | 6,11 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 44 743 | −13,84 | 2 790 | −8,85 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 38 931 | −9,22 | 2 428 | −4,00 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 7 769 | −4,43 | 484 | 1,04 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 54 758 | 0,00 | 3 415 | 0,03 | ||||
2025-08-08 | 13F | Itau Unibanco Holding S.A. | 8 029 | −35,11 | 501 | |||||
2025-07-29 | 13F | Sowa Financial Group, Inc. | 401 181 | −20,67 | 25 | −13,79 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 82 459 | −5,17 | 5 142 | 0,31 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 583 | −0,50 | 1 034 | 5,30 | ||||
2025-07-21 | 13F | Hilltop National Bank | 75 950 | −8,64 | 4 736 | 15,09 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 31 | 0,00 | 2 | 0,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 105 185 | 2,41 | 6 559 | 8,32 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 341 290 | 3,64 | 21 283 | 9,62 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 30 425 | −2,30 | 1 897 | 3,27 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 182 857 | 11,76 | 11 403 | 18,20 | ||||
2025-08-08 | 13F | Wealth Alliance | 125 458 | −12,19 | 7 824 | −7,13 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 71 850 | −8,98 | 4 480 | −3,74 | ||||
2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 46 000 | 35,29 | 2 869 | 43,11 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 3 763 | 0,00 | 235 | 5,88 | ||||
2025-07-11 | 13F | Myecfo, Llc | 25 256 | −1,15 | 1 575 | 4,52 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 2 500 | 0,00 | 156 | 5,44 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 17 930 | −3,13 | 1 057 | 15,39 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 200 | 0,00 | 12 | 9,09 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 16 687 | 2,53 | 1 041 | 8,45 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98 338 | 0,24 | 6 187 | 5,45 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 442 830 | −7,58 | 89 975 | −2,26 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 370 | 210 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 4 172 | 260 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 40 031 | 133,84 | 2 496 | 147,37 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 847 359 | −0,06 | 240 | 5,75 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 18 488 | 2,38 | 1 166 | 9,49 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 6 000 | −21,84 | 374 | −17,26 | ||||
2025-07-29 | 13F | Robinson Value Management, Ltd. | 59 417 | −13,93 | 3 705 | −8,97 | ||||
2025-08-07 | 13F | Davis R M Inc | 4 695 | 1,51 | 293 | 7,35 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 115 540 | 0,00 | 7 205 | 5,77 | ||||
2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allie Family Office LLC | 75 159 | 5,83 | 4 687 | 11,92 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 318 197 | 0,16 | 19 843 | 5,94 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 133 052 | 917,92 | 8 297 | 977,53 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 776 800 | 48 441 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 340 | −2,37 | 957 | 3,24 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 61 197 | 0,00 | 3 816 | 5,76 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 6 082 | 0,13 | 379 | 5,87 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 358 | 4,46 | 958 | 10,51 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 848 | 2 550,00 | 53 | 5 100,00 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 3 542 | 3,96 | 221 | 10,00 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 50 248 | −5,24 | 3 133 | 0,22 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 62 890 | −68,70 | 3 922 | 12,12 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 18 926 | −0,24 | 1 180 | 5,55 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 560 | 0,00 | 35 | 3,03 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 243 | 0,00 | 15 | 7,14 | ||||
2025-08-11 | 13F | Fore Capital, LLC | 208 000 | 0,00 | 12 971 | 5,77 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 86 111 | 2,89 | 5 370 | 8,82 | ||||
2025-07-18 | 13F | Vicus Capital | 37 386 | −3,11 | 2 331 | 2,51 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 70 | 0,00 | 4 | 0,00 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 35 024 | 2 184 | ||||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 19 182 | −82,35 | 1 196 | −81,34 | ||||
2025-07-17 | 13F | Walker Asset Management, LLC | 3 899 | −1,91 | 243 | 3,85 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB | 283 500 | 0,00 | 17 679 | 5,77 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 3 575 | 2 283,33 | 223 | 3 071,43 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18 862 | −10,02 | 1 176 | −3,45 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 15 077 | 0,51 | 940 | 6,33 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Ariston Services Group | 126 379 | −21,27 | 7 881 | −16,74 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 11 743 | 0,42 | 732 | 6,24 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 2 635 | 0,00 | 164 | 5,81 | ||||
2025-07-31 | 13F | Kornitzer Capital Management Inc /ks | 15 228 | 0,00 | 950 | 5,80 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 613 | 873,02 | 39 | 1 166,67 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 7 058 | −13,61 | 440 | −8,52 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7 913 | −20,19 | 493 | −15,58 | ||||
2025-07-14 | 13F | Farmers Trust Co | 8 566 | −7,35 | 534 | −2,02 | ||||
2025-07-16 | 13F | Patton Fund Management, Inc. | 114 823 | −9,27 | 7 160 | −4,03 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 34 108 | −7,85 | 2 127 | −2,57 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 283 983 | 17 709 | ||||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 27 096 | 5,17 | 1 690 | 11,19 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 196 770 | 18,97 | 12 271 | 25,83 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 420 306 | 12,12 | 26 210 | 18,59 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 5 193 | 0,00 | 324 | 5,56 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 65 546 | 4 087 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 117 454 | −4,80 | 7 | 0,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 6 434 | −1,53 | 401 | 4,16 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 23 108 | −14,99 | 1 441 | −10,05 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 75 142 | 0,00 | 4 686 | 5,76 | ||||
2025-08-12 | 13F | Summit Global Investments | 6 033 | −0,82 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 007 341 | 6,12 | 312 258 | 12,24 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 495 | 31 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 9 489 | −22,82 | 592 | −18,37 | ||||
2025-07-16 | 13F | Bright Financial Advisors, Inc. | 18 286 | 0,00 | 1 140 | 5,75 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 19 709 | 72,27 | 1 229 | 82,34 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 413 772 | 15,76 | 26 014 | 23,44 | ||||
2025-08-01 | 13F | First National Trust Co | 15 397 | 0,00 | 960 | 5,84 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 931 595 | −3,67 | 58 094 | 1,89 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51 322 | −5,92 | 2 701 | −0,26 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 067 022 | −10,90 | 67 | −5,71 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 | 0,00 | 0 | |||||
2025-07-25 | 13F | Community Bank, N.A. | 12 425 | −0,12 | 775 | 5,59 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 134 163 | 0,70 | 8 366 | 6,51 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 127 720 | 621,66 | 7 965 | 663,57 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 58 242 | 66,53 | 3 632 | 76,09 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 22 496 | 0,00 | 1 403 | 5,73 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 68 226 | −14,82 | 4 310 | −8,75 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 3 435 | −2,33 | 214 | 3,38 | ||||
2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 85 503 | −2,87 | 5 332 | 2,72 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 49 863 | −0,56 | 3 | 50,00 | ||||
2025-08-14 | 13F | Comerica Bank | 293 064 | −1,13 | 18 275 | 4,57 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 418 | −13,59 | 88 | −8,33 | ||||
2025-04-29 | 13F | Hm Payson & Co | 761 | −33,01 | 45 | −21,43 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 56 406 | 31,80 | 3 517 | 39,40 | ||||
2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 5 885 | 0,00 | 367 | 5,78 | ||||
2025-08-14 | 13F | Tikvah Management LLC | 82 230 | 0,00 | 5 128 | 5,75 | ||||
2025-08-12 | 13F | Camden National Bank | 93 711 | −0,61 | 5 844 | 5,13 | ||||
2025-07-30 | 13F | Advantage Trust Co | 3 552 | 8,56 | 222 | 15,10 | ||||
2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 375 | −4,31 | 210 | 1,45 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5 347 213 | −0,90 | 333 452 | 4,82 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1 971 | 18,09 | 123 | 24,49 | ||||
2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 5 877 | 40,50 | 366 | 48,78 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 29 660 | 0,27 | 1 850 | 6,02 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 19 826 | 0,00 | 1 236 | 5,82 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 500 | 31 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 333 247 | −5,56 | 20 781 | −0,12 | ||||
2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 399 009 | −23,38 | 24 882 | −18,96 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 533 | 0,00 | 96 | 5,56 | ||||
2025-05-08 | 13F | Tandem Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Impact Investors, Inc | 158 287 | −1,18 | 9 871 | 4,52 | ||||
2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 197 409 | −1,03 | 12 310 | 4,68 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 1 013 335 | −26,30 | 63 | −22,22 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 151 690 | −3,59 | 9 459 | 1,97 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 21 891 | 1 365 | ||||||
2025-08-14 | 13F | Van Eck Associates Corp | 6 194 | 0,00 | 0 | |||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 991 700 | 19,24 | 61 842 | 26,12 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 10 983 | −0,26 | 685 | 5,39 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 10 | 1 | ||||||
2025-07-23 | 13F | BankPlus Trust Department | 456 | 0,00 | 28 | 7,69 | ||||
2025-08-12 | 13F | Moon Capital Management Lp | 1 559 604 | 0,00 | 97 257 | 5,77 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 140 | 0,00 | 9 | 0,00 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 92 392 | −3,61 | 5 762 | 1,95 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 243 | 0,00 | 327 | 5,50 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 96 656 | 1,54 | 6 027 | 7,39 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 24 642 | −10,13 | 1 537 | −4,95 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 47 522 | −8,88 | 2 959 | −9,43 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 841 | 179,90 | 175 | 196,61 | ||||
2025-08-07 | 13F | PFG Advisors | 1 432 369 | 4 797,32 | 149 012 | 8 543,39 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 306 824 | 1,48 | 19 134 | 7,33 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 12 521 | 2,79 | 781 | 8,64 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 3 595 | 0,00 | 224 | 6,16 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 18 557 | 7,83 | 1 157 | 14,10 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 9 000 | 0,00 | 561 | 5,85 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 51 579 | 14,80 | 3 216 | 21,40 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 873 | 4,53 | 241 | 10,55 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 118 041 | 3 321,48 | 7 361 | 3 526,11 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10 000 | 0,00 | 624 | 5,77 | ||||
2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 203 095 | 0,00 | 12 665 | 5,77 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 2 613 | 0,00 | 163 | 5,19 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 061 | 0,00 | 253 | 5,86 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 115 473 | −25,90 | 7 201 | −21,63 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 4 454 | 15,36 | 278 | 22,03 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 19 719 | 13,96 | 1 230 | 20,49 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 736 | −4,29 | 46 | 0,00 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 15 085 | 0,00 | 889 | 19,17 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 89 476 | −44,04 | 5 580 | −40,83 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 14 226 | −0,70 | 887 | 5,09 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 590 | 6,02 | 224 | 12,06 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10 850 | 11,92 | 677 | 18,39 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 21 065 | −15,47 | 1 334 | −9,26 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 9 644 | 0,00 | 601 | 5,81 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 66 925 | 3,99 | 4 173 | 9,99 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 10 431 | 650 | ||||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 20 279 | 0,00 | 1 265 | 5,77 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 27 917 | 10,80 | 1 741 | 17,17 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 435 495 | −2,36 | 27 157 | 3,27 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 510 | 0,00 | 89 | 20,27 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 22 961 | 116,63 | 1 432 | 129,33 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 17 411 | −36,42 | 1 086 | −32,78 | ||||
2025-07-10 | 13F | Trust Point Inc. | 38 619 | −0,04 | 2 408 | 5,75 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 472 | 0,00 | 29 | 7,41 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 82 699 | −42,32 | 5 | −28,57 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 33 064 | −54,12 | 2 062 | −51,48 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 6 945 | −86,31 | 433 | −85,52 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 51 267 | 0,74 | 3 197 | 6,57 | ||||
2025-07-29 | 13F | Systelligence, LLC | 129 088 | 7,49 | 8 050 | 13,69 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 82 558 | 1,32 | 5 148 | 7,16 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 7 431 | −13,57 | 469 | −15,68 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6 065 | −0,38 | 378 | 5,59 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 15 224 | −0,78 | 949 | 4,98 | ||||
2025-08-13 | 13F | Crosspoint Financial, Llc | 17 806 | 0,00 | 1 110 | 5,82 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 370 | −3,64 | 273 | 1,87 | ||||
2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 61 376 | 0,00 | 3 827 | 5,78 | ||||
2025-07-11 | 13F | Diversified Trust Co | 15 376 | 0,99 | 959 | 6,80 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 52 335 | −1,08 | 3 264 | 4,62 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 1 000 | 0,00 | 62 | 6,90 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 5 818 | 37,64 | 363 | 45,38 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 4 639 | 289 | ||||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 49 235 | 9,50 | 3 070 | 15,81 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 | 0 | ||||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 545 373 | 7,02 | 34 009 | 13,20 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 729 | 0,00 | 45 | 4,76 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 864 900 | 31,94 | 53 935 | 39,55 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 23 075 | −4,81 | 1 439 | 0,63 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 6 930 | 1,14 | 432 | 7,20 | ||||
2025-08-14 | 13F | Family Management Corp | 38 277 | 0,39 | 2 387 | 6,14 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 4 264 | −27,79 | 266 | −23,85 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 3 519 | 219 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 602 | −33,77 | 100 | −30,28 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 264 063 | 0,18 | 16 467 | 5,95 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 62 | 0,00 | 4 | 0,00 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 5 774 | −17,28 | 369 | −10,22 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 715 | 0,00 | 45 | 4,76 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 10 000 | 0,00 | 624 | 5,77 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 4 626 | −34,33 | 0 | |||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 2 218 582 | −3,20 | 138 351 | 4,00 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 11 860 | −38,73 | 1 | −100,00 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 80 331 | 2,21 | 5 009 | 8,09 | ||||
2025-07-17 | 13F | Greenleaf Trust | 9 146 | −7,60 | 570 | −2,23 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 4 936 | −3,14 | 308 | 2,33 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 430 | 290,91 | 27 | 333,33 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11 047 | 222,73 | 689 | 242,29 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 169 | 0,00 | 11 | 11,11 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 6 621 | 7,52 | 413 | 13,50 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 1 000 | 0,00 | 62 | 6,90 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 1 920 | 0,00 | 120 | 5,31 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 111 049 | −0,79 | 6 925 | 4,94 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 5 039 | 0,00 | 314 | 5,72 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 2 387 | −12,88 | 149 | −8,07 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 85 342 | 15,74 | 5 322 | 22,41 | ||||
2025-08-25 | NP | GK - AdvisorShares Gerber Kawasaki ETF | 13 127 | 37,64 | 819 | 45,55 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 3 832 | 5,16 | 226 | 25,00 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 250 569 | −6,72 | 15 625 | −1,34 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 196 444 | −0,64 | 12 250 | 5,09 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 484 363 | 4 430,99 | 30 205 | 4 694,29 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3 710 | 0,00 | 231 | 5,96 | ||||
2025-07-15 | 13F | Norden Group Llc | 3 354 | 209 | ||||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 109 536 | 6 831 | ||||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 45 374 | −1,68 | 2 830 | 4,01 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5 277 | 0,00 | 329 | 5,79 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292 677 | −0,39 | 18 | 5,88 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 22 627 | −0,44 | 1 411 | 5,38 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 83 505 | −3,73 | 5 207 | 1,82 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 14 837 | −13,58 | 925 | −8,60 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 9 195 | 0,00 | 542 | 19,12 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 37 132 | 2 316 | ||||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 28 275 | 12,18 | 1 763 | 18,64 | ||||
2025-07-29 | 13F | Regions Financial Corp | 56 981 | 0,24 | 3 553 | 6,03 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 3 225 | 201 | ||||||
2025-08-13 | 13F | Alerus Financial Na | 12 | −99,78 | 1 | −100,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | Call | 100 | 0 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 6 548 | 142,43 | 408 | 156,60 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 3 936 | 0,00 | 245 | 5,60 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8 479 | 529 | ||||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 1 077 896 | 12,33 | 67 218 | 18,81 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 96 379 | −1,13 | 6 010 | 4,58 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 16 082 | −5,85 | 948 | 12,19 | ||||
2025-08-13 | 13F | Walleye Trading LLC | 20 785 | 655,82 | 1 296 | 700,00 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 770 | 0,00 | 235 | 5,86 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 3 785 | 0,00 | 236 | 5,83 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 3 858 | 241 | ||||||
2025-08-13 | 13F | Walleye Trading LLC | Put | 32 300 | 223,00 | 2 014 | 241,94 | |||
2025-08-13 | 13F | Walleye Trading LLC | Call | 42 600 | 103,83 | 2 657 | 115,58 | |||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 102 734 | 0,00 | 6 406 | 5,76 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 228 311 | 0,14 | 14 237 | 5,91 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 2 655 | 0,00 | 166 | 5,77 | ||||
2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15 762 197 | −12,14 | 982 931 | −7,07 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 24 989 | 69,68 | 1 558 | 79,49 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 77 037 | 0,52 | 4 804 | 6,33 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 625 | 0,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 4 039 | −3,56 | 252 | 2,03 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 74 774 | −23,56 | 4 663 | −19,16 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 444 | 28 | ||||||
2025-08-12 | 13F | Timber Creek Capital Management LLC | 236 986 | 1,61 | 15 094 | 9,76 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 129 145 | −0,65 | 8 053 | 5,08 | ||||
2025-07-23 | 13F | DMG Group, LLC | 17 633 | −49,37 | 1 100 | −46,47 | ||||
2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Barrett & Company, Inc. | 1 000 | 0,00 | 62 | 6,90 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 169 335 | 3,88 | 10 560 | 9,88 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Public Employees Retirement System Of Ohio | 486 700 | 0,00 | 30 351 | 5,77 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 14 076 | 1,63 | 878 | 7,48 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 349 | 32,37 | 645 | 40,22 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 9 409 | −1,08 | 587 | 4,64 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 4 094 | 255 | ||||||
2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 20 861 | −11,06 | 1 301 | −5,93 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 812 | 0,00 | 0 | |||||
2025-08-12 | 13F | DCF Advisers, LLC | 100 000 | 0,00 | 6 236 | 5,77 | ||||
2025-08-12 | 13F | MAI Capital Management | 529 102 | −2,91 | 32 995 | 2,69 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 195 | 0,00 | 12 | 9,09 | ||||
2025-06-25 | NP | DRRAX - BNY Mellon Global Real Return Fund Class A | 141 620 | 136,80 | 8 805 | 178,52 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 400 | 25 | ||||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21 604 | 2,06 | 1 347 | 7,93 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 31 783 | −0,08 | 1 982 | 5,65 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 116 755 | 24,38 | 7 281 | 31,55 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 426 436 | 2,73 | 26 593 | 8,66 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 6 826 | 63,34 | 426 | 72,76 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 4 589 | −12,49 | 286 | −7,44 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 34 101 | 0,27 | 2 127 | 6,03 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 9 049 | −0,14 | 564 | 5,62 | ||||
2025-08-14 | 13F/A | Barclays Plc | 13 464 | −79,54 | 1 | −100,00 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 129 987 | −0,48 | 8 106 | 5,26 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 1 567 786 | 1,26 | 97 783 | 7,12 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 66 679 | 78,07 | 4 158 | 88,40 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 76 872 | −51,02 | 4 767 | −48,49 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 72 856 | −13,81 | 4 543 | −8,83 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 8 875 | 553 | ||||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 4 113 | −8,60 | 256 | −3,40 | ||||
2025-05-15 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 54 041 | 1,26 | 3 370 | 7,09 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 23 334 | 27,59 | 1 455 | 34,97 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 196 862 | −0,42 | 12 276 | 5,33 | ||||
2025-04-22 | 13F | Packer & Co Ltd | 2 350 100 | −34,45 | 139 | −22,03 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 10 313 | 643 | ||||||
2025-08-01 | 13F | Advisory Alpha, LLC | 49 549 | −1,60 | 3 090 | 4,08 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 67 945 | −2,99 | 4 272 | 8,70 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 56 | 0,00 | 3 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 399 | 16,69 | 3 392 | 43,00 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 20 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Cowa, Llc | 49 454 | −1,79 | 3 087 | 4,01 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 4 262 | 0,57 | 267 | 0,75 | ||||
2025-08-14 | 13F | Colony Group, LLC | 461 038 | 35,48 | 28 750 | 43,29 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 9 647 | 44,26 | 569 | 60,91 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 6 616 480 | 2,30 | 412 563 | 8,02 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 11 083 | −37,73 | 1 | −100,00 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 45 810 | −3,17 | 2 857 | 2,40 | ||||
2025-08-13 | 13F | M&t Bank Corp | 300 016 | 4,22 | 18 709 | 10,24 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 20 095 | −1,97 | 1 253 | 3,73 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 76 868 | 36,10 | 4 793 | 43,98 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 53 078 | 1,56 | 3 310 | 17,55 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 9 744 | −16,45 | 608 | −11,64 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 36 471 | 0,00 | 2 150 | 19,11 | ||||
2025-07-16 | 13F | ORG Partners LLC | 8 589 | 98,31 | 541 | 112,60 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 4 875 | 0,08 | 304 | 5,92 | ||||
2025-08-08 | 13F | Allianz Se | 1 154 291 | 5,40 | 71 982 | 11,47 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25 814 | 1 610 | ||||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 173 916 | 0,00 | 10 845 | 5,76 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 17 265 | −2,11 | 1 077 | 3,56 | ||||
2025-07-31 | 13F | Carrera Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | MBL Wealth, LLC | 11 300 | −3,42 | 705 | 2,18 | ||||
2025-08-14 | 13F | Graney & King, LLC | 4 015 | 0,00 | 250 | 5,93 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 115 834 | −9,45 | 7 223 | −4,22 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 329 | 208 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 135 680 | −5,81 | 8 461 | 3,91 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 4 400 | 0,00 | 274 | 5,79 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 39 246 | 65,43 | 2 447 | 75,04 | ||||
2025-07-15 | 13F | Well Done, LLC | 152 691 | −3,84 | 9 522 | 21,12 | ||||
2025-08-05 | 13F | Garrison Bradford & Associates Inc | 500 | 0,00 | 31 | 6,90 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 31 180 | 1,17 | 1 944 | 8,54 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 729 | −0,46 | 544 | 5,22 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 38 586 | 0,92 | 2 406 | 6,74 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 320 | −1,30 | 3 138 | 4,39 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 11 787 | 6,98 | 735 | 13,25 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sentinus, LLC | 12 693 | −25,11 | 792 | −20,82 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 8 275 | 0,00 | 411 | 0,00 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 12 421 | 0,00 | 1 | |||||
2025-07-08 | 13F | Ballew Advisors, Inc | 16 910 | 0,00 | 1 063 | 3,20 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 55 709 | −4,48 | 3 474 | 1,05 | ||||
2025-06-26 | NP | FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M | 221 | −48,00 | 14 | −40,91 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 14 738 | 919 | ||||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 110 658 | 7,23 | 6 901 | 13,41 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 18 568 | −10,68 | 1 158 | −5,55 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 585 | −0,11 | 2 843 | 5,65 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 184 085 | −6,70 | 11 480 | −1,32 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 331 454 | −2,61 | 20 669 | 3,01 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 14 271 | 221,78 | 890 | 240,61 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 5 046 | −0,06 | 315 | 5,72 | ||||
2025-08-04 | 13F | Atria Investments Llc | 177 005 | −41,16 | 11 038 | −37,76 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 30 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 252 262 | −32,47 | 12 489 | −43,29 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 69 000 | −8,37 | 4 303 | −3,09 | |||
2025-06-26 | NP | TGPNX - TCW Conservative Allocation Fund Class N Shares | 4 395 | −30,40 | 273 | −18,02 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 544 710 | 1,24 | 33 968 | 7,08 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49 585 | −7,29 | 3 092 | −1,93 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 6 649 | 16,14 | 415 | 22,85 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 10 999 | 4,54 | 686 | 10,48 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10 196 | −1,55 | 636 | 4,10 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 4 985 | 311 | ||||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 15 305 | 9,10 | 954 | 15,36 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 24 387 | 1 521 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 461 859 | −2,54 | 28 802 | 3,09 | ||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 3 831 | 239 | ||||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 17 903 | 1 116 | ||||||
2025-08-12 | 13F | Centric Wealth Management | 3 564 | 0,00 | 228 | 8,57 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 6 441 700 | 0,19 | 401 704 | 5,96 | |||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 036 | 4,65 | 376 | 10,59 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 1 078 700 | −35,64 | 67 268 | −31,93 | |||
2025-07-28 | 13F | Twin Tree Management, LP | 89 319 | 5 570 | ||||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 5 392 | −13,40 | 336 | −8,45 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 4 510 | −0,20 | 281 | 5,64 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 3 209 | 200 | ||||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 362 | 0,00 | 85 | 5,00 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 882 | 100,92 | 492 | 112,55 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 68 691 | 36,98 | 4 284 | 44,89 | ||||
2025-08-08 | 13F | Bailard, Inc. | 34 692 | 2,21 | 2 163 | 8,10 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 10 087 | −22,81 | 629 | −18,31 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4 813 | −0,21 | 300 | 5,63 | ||||
2025-07-07 | 13F | Investors Research Corp | 13 | −96,12 | 1 | −100,00 | ||||
2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 3 072 | 1,72 | 165 | 9,27 | ||||
2025-07-24 | 13F | Gunderson Capital Management Inc. | 62 869 | −2,09 | 3 921 | 3,57 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 4 748 | −5,00 | 296 | 0,68 | ||||
2025-08-08 | 13F | Cercano Management LLC | 59 869 | 0,00 | 3 733 | 5,78 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 297 907 | −0,45 | 18 577 | 5,29 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 208 151 | −5,06 | 13 | 0,00 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 3 683 | 4,63 | 230 | 10,63 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 7 192 | 0,00 | 448 | 5,66 | ||||
2025-07-10 | 13F | Veridan Wealth LLC | 40 971 | 2 555 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 7 522 | −2,97 | 469 | 2,85 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 4 993 | −6,79 | 311 | −1,27 | ||||
2025-08-13 | 13F | F/M Investments LLC | 59 470 | −21,78 | 3 709 | −17,27 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 8 058 | −0,09 | 502 | 5,68 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 167 487 | 0,16 | 10 445 | 5,93 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Generation Capital Management LLC | 42 268 | −43,71 | 2 636 | −40,48 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 116 996 | 4,16 | 7 296 | 10,16 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 5 249 | 0,00 | 327 | 5,83 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 933 | 0,00 | 432 | 5,88 | ||||
2025-07-14 | 13F | Whitener Capital Management, Inc. | 37 607 | −4,33 | 2 345 | 1,21 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 161 217 | −8,54 | 10 053 | −3,27 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | JT Stratford LLC | 13 337 | 26,18 | 832 | 33,39 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 30 067 | −1,38 | 1 875 | 4,28 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 1 350 | 0,00 | 84 | 6,33 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 3 341 | 0,00 | 0 | |||||
2025-08-11 | 13F | North Forty Two & Co. | 10 729 | 0,94 | 669 | 6,87 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 42 252 | −1,31 | 2 635 | 4,36 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3 834 | 0,00 | 239 | 5,75 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 302 683 | 1,47 | 17 846 | 20,84 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 857 | 0,00 | 802 | 5,67 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2 499 | 523,19 | 156 | 573,91 | ||||
2025-08-07 | 13F | Altman Advisors, Inc. | 85 454 | 0,38 | 4 701 | 0,84 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 8 163 | −4,11 | 509 | 1,60 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 13 000 | 0,00 | 811 | 5,74 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14 178 | −20,27 | 884 | −15,65 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 5 331 201 | 6,79 | 332 454 | 12,95 | ||||
2025-07-18 | 13F | WealthNavi Inc. | 6 571 130 | 8,62 | 410 | 14,89 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 8 323 | −0,79 | 1 | |||||
2025-07-15 | 13F | DSG Capital Advisors, LLC | 163 534 | 2,69 | 10 198 | 8,61 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 3 385 | 211 | ||||||
2025-07-24 | 13F | Louisbourg Investments Inc. | 150 | −25,00 | 9 | −18,18 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 11 435 | 0,00 | 713 | 5,79 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5 160 | 5,20 | 322 | 11,07 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 6 326 | 0,00 | 394 | 5,91 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 104 | −2,38 | 256 | 3,24 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 9 729 | 0,00 | 607 | 5,76 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 1 061 | −98,88 | 66 | −98,82 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 5 954 | −12,39 | 371 | 30,18 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 775 | 48 | ||||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Vantage Point Financial LLC | 6 197 | 7,89 | 386 | 14,20 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 20 747 | −17,78 | 1 294 | −13,05 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 7 888 | 0,00 | 492 | 5,59 | ||||
2025-08-14 | 13F | Vernal Point Advisors, LLC | 84 629 | 5 277 | ||||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110 950 | 4 | ||||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 27 315 | −71,81 | 1 703 | −70,19 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 5 042 | 1,20 | 314 | 7,17 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 553 050 | 0,64 | 97 | 6,67 | ||||
2025-07-16 | 13F | Brave Asset Management Inc | 162 598 | 5,10 | 10 146 | 11,24 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 5 041 | 0,00 | 317 | 6,73 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 21 357 | −4,10 | 1 332 | 8,12 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 6 500 | 405 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 206 654 | 6,88 | 12 887 | 13,04 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 248 675 | 8,70 | 15 507 | 14,97 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 18 776 | 4,80 | 1 171 | 10,80 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 1 381 | 132,88 | 86 | 152,94 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 493 | −9,59 | 654 | 13,94 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 68 862 | 0,00 | 4 294 | 5,76 | ||||
2025-08-07 | 13F | Keystone Financial Services | 42 965 | −26,61 | 2 679 | −22,37 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 1 635 | −28,19 | 102 | −24,63 | ||||
2025-07-23 | 13F | Wormser Freres Gestion | 35 960 | 0,72 | 2 242 | 7,69 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 026 | 4,49 | 563 | 10,41 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4 184 | 0,00 | 265 | 7,76 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 3 649 | −8,52 | 228 | −3,40 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 671 755 | −0,97 | 41 891 | 4,74 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 5 765 | 125,28 | 360 | 139,33 | ||||
2025-08-14 | 13F | Dagco, Inc. | 4 925 | 0,00 | 307 | 5,86 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 158 942 | 0,00 | 9 912 | 5,76 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 3 631 | 0,00 | 226 | 5,61 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 520 439 | 13,89 | 32 455 | 20,46 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 25 323 | −28,64 | 1 579 | −24,52 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 194 483 | −4,18 | 12 128 | 1,35 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 17 179 | 18,04 | 1 071 | 24,83 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 5 547 | −12,88 | 327 | −3,25 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 786 | −8,50 | 49 | −2,00 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 482 099 | −5,72 | 30 | −3,33 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 53 127 | 4,25 | 3 313 | 10,29 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 208 161 | 13,97 | 12 981 | 20,53 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 400 907 | −3,96 | 25 001 | 1,58 | ||||
2025-08-04 | 13F | One Day In July LLC | 3 882 | −3,62 | 242 | 2,11 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1 099 | 0,00 | 69 | 6,25 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 347 422 | −3,63 | 21 665 | 1,93 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 271 511 | −0,82 | 16 931 | 4,90 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 276 479 | 0,02 | 17 241 | 5,79 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 3 454 | 215 | ||||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 49 909 | 1,75 | 3 107 | 1,64 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 25 379 | −8,87 | 1 583 | −3,60 | ||||
2025-08-08 | 13F | Firestone Capital Management | 57 836 | 3 607 | ||||||
2025-07-24 | 13F | JB Capital LLC | 245 980 | −29,38 | 15 339 | −25,31 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 17 989 | 0,00 | 1 122 | 5,75 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 288 | 41,16 | 642 | 49,42 | ||||
2025-07-28 | 13F | Ckw Financial Group | 9 | 0,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 64 052 | −30,97 | 3 994 | −27,00 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 55 754 | 25,15 | 3 477 | 32,37 | ||||
2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 8 505 | −15,22 | 832 | 40,78 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 88 020 | 2,21 | 5 489 | 8,10 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 26 493 | −1,48 | 1 652 | 4,23 | ||||
2025-07-31 | 13F | New Hampshire Trust | 4 286 | 4,16 | 267 | 10,33 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7 028 | −1,47 | 438 | 4,29 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 878 | 0,00 | 242 | 5,70 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 13 365 | 0,59 | 833 | 6,39 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 152 780 | −1,53 | 9 527 | 4,15 | ||||
2025-07-29 | 13F | Arnhold LLC | 1 757 254 | 0,00 | 109 582 | 5,77 | ||||
2025-07-07 | 13F | Trust Co | 326 | 0,00 | 20 | 5,26 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 11 271 | −3,40 | 703 | 2,18 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 3 494 106 | 2 152,72 | 217 892 | 2 282,64 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 172 220 | −27,77 | 10 679 | −24,03 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 153 429 | 2,44 | 9 568 | 8,35 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 88 813 | −12,04 | 5 538 | −6,97 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 15 998 | 4,99 | 998 | 11,02 | ||||
2025-07-14 | 13F | Harrington Investments, INC | 3 843 | 0,00 | 240 | 5,75 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 17 783 | 1 109 | ||||||
2025-07-30 | 13F | Durante & Waters, Llc | 7 200 | 0,00 | 449 | 5,66 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 28 562 | 0,37 | 1 781 | 6,20 | ||||
2025-08-06 | 13F | Simmons Bank | 20 506 | −8,37 | 1 279 | −3,11 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 89 535 | −1,92 | 5 583 | 3,73 | ||||
2025-08-14 | 13F | First Manhattan Co | 14 100 | −14,31 | 879 | −9,38 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 41 232 | 0,50 | 2 571 | 6,33 | ||||
2025-08-14 | 13F | Capital & Planning, Llc | 8 860 | 87,12 | 553 | 97,85 | ||||
2025-04-15 | 13F | Franklin Street Advisors Inc /nc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 432 168 | −5,99 | 26 950 | −0,57 | ||||
2025-07-24 | 13F | Blair William & Co/il | 291 351 | −6,01 | 18 169 | −0,60 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 5 778 | −96,86 | 360 | −96,68 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 2 | 0,00 | 0 | |||||
2025-08-13 | 13F | MONECO Advisors, LLC | 37 852 | 46,81 | 2 360 | 55,26 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 8 052 | 502 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 3 623 080 | 5,93 | 225 935 | 12,04 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 199 582 | −56,90 | 12 450 | −54,40 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 34 946 | 921,51 | 2 179 | 984,08 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 410 | −12,84 | 961 | −7,87 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 465 571 | −11,02 | 91 393 | −5,89 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 919 | −9,43 | 619 | −4,19 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 52 167 | 5,36 | 3 302 | 9,38 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 6 500 | 0,00 | 405 | 5,74 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 9 517 | 0,00 | 593 | 5,70 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 854 826 | 52,48 | 53 125 | 60,72 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 26 206 | 14,92 | 1 616 | −19,73 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 1 058 060 | 65 981 | ||||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 3 837 | 239 | ||||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 174 204 | −27,41 | 10 863 | −23,23 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 2 000 | 0,00 | 125 | 5,98 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 3 605 | 225 | ||||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 171 985 | −8,96 | 10 725 | −3,72 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 350 876 | 51,57 | 21 881 | 60,30 | ||||
2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 339 266 | 6,37 | 21 157 | 12,50 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 200 457 | −32,06 | 12 500 | −28,14 | ||||
2025-07-18 | 13F | Bourgeon Capital Management Llc | 6 346 | 0,00 | 396 | 5,61 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28 732 | −9,51 | 1 792 | −2,93 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 117 | 30,00 | 7 | 40,00 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 2 216 | −3,61 | 138 | 2,22 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 12 698 | 52,25 | 792 | 61,10 | ||||
2025-08-13 | 13F | Rinkey Investments | 3 925 | 0,00 | 245 | 5,63 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 14 407 | 26,99 | 898 | 34,43 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 763 | −60,90 | 172 | −58,65 | ||||
2025-08-13 | 13F | Pictet Asset Management Holding SA | 216 080 | −6,66 | 13 321 | −1,01 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 23 277 | 99,51 | 1 452 | 111,21 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 214 692 | −1,01 | 13 388 | 4,71 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 36 920 | −5,84 | 2 302 | −0,39 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 206 701 | −0,48 | 12 890 | 5,25 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 13 634 | 3,36 | 850 | 9,40 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 59 257 | −5,06 | 3 695 | 0,41 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 93 539 | 2,74 | 5 833 | 8,66 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 889 | 36,39 | 430 | 44,44 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 009 | 25,19 | 63 | 31,91 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4 515 | 22,56 | 282 | 29,49 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 946 228 | −2,20 | 59 007 | 3,44 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121 215 | −21,82 | 7 559 | −17,32 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 001 | 5,32 | 374 | 11,64 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 4 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 39 051 | −5,66 | 2 435 | −0,20 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96 166 | 91,22 | 5 997 | 102,23 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 7 007 | 0,00 | 437 | 5,57 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 85 794 | −7,54 | 5 | 0,00 | ||||
2025-08-11 | 13F | Eq Llc | 50 024 | 4,23 | 3 120 | 10,25 | ||||
2025-07-24 | 13F | Mackay Shields Llc | 555 000 | −15,91 | 34 610 | −11,06 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 46 885 | −0,91 | 2 924 | 4,80 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 4 111 | −4,66 | 256 | 0,79 | ||||
2025-07-25 | 13F | Cypress Capital Group | 262 049 | 40,78 | 16 341 | 48,91 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 87 598 | −8,17 | 5 463 | −2,88 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 74 094 | 17,95 | 4 621 | 24,76 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 63 275 | 1,07 | 3 946 | 6,88 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 30 343 364 | −3,18 | 1 892 212 | 2,41 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 1 084 | 1,88 | ||||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 11 518 | 5,45 | 718 | 11,49 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 4 650 | 0,00 | 290 | 5,47 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 130 | 0,00 | 8 | 14,29 | ||||
2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3 836 | 0,00 | 239 | 5,75 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17 311 | −1,18 | 1 080 | 4,55 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 49 206 | 0,41 | 3 068 | 6,20 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 51 592 | −12,25 | 3 | 0,00 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 114 728 | −0,84 | 7 219 | 4,31 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 52 046 | 1,70 | 3 246 | 9,11 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 30 109 | 74,21 | 1 878 | 84,20 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8 156 | 0,00 | 509 | 5,83 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 305 400 | 28,37 | 19 045 | 35,78 | |||
2025-08-15 | 13F | WealthCollab, LLC | 3 000 | 0,00 | 187 | 6,25 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 36 005 | −37,81 | 2 245 | −34,22 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 9 698 | 0,57 | 605 | 6,34 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 1 852 147 | −7,48 | 115 500 | −2,15 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 36 527 | 0,00 | 2 278 | 5,76 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 4 600 | 6,98 | 287 | 13,04 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 078 100 | 105,16 | 67 230 | 116,99 | |||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 158 | 6,66 | 758 | 12,82 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 908 | 0,00 | 181 | 5,85 | ||||
2025-07-16 | 13F | First American Bank | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Vestor Capital, Llc | 1 290 | 0 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 1 221 726 | −2,36 | 76 187 | 3,27 | ||||
2025-08-12 | 13F | Ci Investments Inc. | 57 617 | 0,00 | 4 | 0,00 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 67 121 | 3,92 | 4 186 | 9,90 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 230 136 | −6,02 | 76 711 | −0,60 | ||||
2025-08-14 | 13F | UBS Group AG | 8 586 566 | −4,17 | 535 458 | 1,35 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 1 000 | 0,00 | 62 | 6,90 | ||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 644 035 | 52,78 | 40 162 | 61,60 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 297 890 | −11,44 | 18 728 | −5,56 | ||||
2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 171 284 | 25,22 | 10 681 | 32,45 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 53 095 | −4,75 | 3 311 | 0,76 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 9 459 | 590 | ||||||
2025-07-18 | 13F | Clarity Financial LLC | 8 520 | 16,60 | 531 | 23,49 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 15 508 | 0,00 | 967 | 26,08 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 341 605 | 7,86 | 21 302 | 14,08 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 630 243 | −12,94 | 39 296 | −7,89 | ||||
2025-08-12 | 13F | NDVR, Inc. | 4 408 | 0,00 | 275 | 5,79 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 73 476 | −9,96 | 4 582 | −4,78 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 130 | 0,00 | 8 | 14,29 | ||||
2025-08-14 | 13F | VPR Management LLC | 422 930 | −18,74 | 26 374 | −14,06 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 287 906 | −3,06 | 17 954 | 2,53 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 85 535 | −1,14 | 5 334 | 4,57 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 72 997 | −52,51 | 4 592 | −52,08 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 7 046 | 83,92 | 439 | 95,11 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 6 802 | 424 | ||||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 255 613 | 1,07 | 15 940 | 6,90 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 16 564 | 1 033 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 27 808 | −9,72 | 1 734 | −4,52 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 73 934 | 6,75 | 4 611 | 12,91 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 3 900 | 243 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 3 565 | 0,00 | 222 | 5,71 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 4 557 | 17,72 | 0 | |||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3 341 | 208 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 152 800 | 139,12 | 9 529 | 152,93 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 922 | −9,09 | 182 | −3,70 | ||||
2025-08-07 | 13F | W Advisors, Llc | 7 888 | −9,51 | 492 | −4,29 | ||||
2025-07-31 | 13F | United Community Bank | 49 166 | −11,96 | 3 066 | −6,90 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 3 857 | 0,00 | 241 | 5,73 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 6 258 | 390 | ||||||
2025-08-15 | 13F | E Fund Management Co., Ltd. | 382 228 | 494,31 | 23 836 | 528,56 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1 131 829 | −6,09 | 70 581 | −0,68 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 24 727 | 0,00 | 1 542 | 5,77 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 7 895 | 18,53 | 492 | 25,51 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 25 196 | 0,00 | 1 571 | 5,79 | ||||
2025-08-07 | 13F | Commerce Bank | 171 989 | 1,60 | 10 725 | 7,46 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 80 222 | −51,03 | 5 003 | −38,32 | ||||
2025-08-06 | 13F | Nvwm, Llc | 42 586 | −34,25 | 2 656 | −30,46 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 164 794 | 17,69 | 10 277 | 24,48 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 195 | 0,00 | 324 | 5,56 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 732 123 | 2,65 | 45 655 | 8,57 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 94 760 | 3,45 | 5 909 | 9,43 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 13 | 1 | ||||||
2025-08-14 | 13F | LM Advisors LLC | 56 142 | 0,00 | 4 | 0,00 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 7 423 | −28,75 | 463 | −24,76 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 4 819 | 0,00 | 301 | 5,63 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 4 145 | 0,00 | 258 | 5,74 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 16 365 | 22,20 | 1 021 | 29,28 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 000 | 0,00 | 125 | 5,98 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 6 029 717 | −54,65 | 376 013 | −52,03 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 875 385 | 41,90 | 116 878 | 49,99 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 47 356 | 233,85 | 2 953 | 253,23 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 24 467 | 0,00 | 1 526 | 5,76 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 59 614 | −0,27 | 3 718 | 5,48 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 32 405 | 1,46 | 2 021 | 7,28 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 576 | −9,03 | 288 | −3,04 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 26 491 | 77,43 | 1 652 | 87,61 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 37 259 | −3,76 | 2 323 | 1,80 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 12 679 915 | 0,43 | 790 719 | 6,23 | ||||
2025-07-31 | 13F | DDD Partners, LLC | 3 833 | 239 | ||||||
2025-07-10 | 13F | Fulton Bank, N.a. | 5 570 | 57,92 | 347 | 67,63 | ||||
2025-08-14 | 13F | Syon Capital Llc | 322 102 | −8,01 | 20 086 | −2,70 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 156 174 | −28,59 | 9 739 | −24,47 | ||||
2025-08-12 | 13F | Intrepid Capital Management Inc | 74 648 | 0,33 | 4 655 | 6,13 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 14 536 | −0,35 | 906 | 5,35 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 438 | −11,69 | 28 | −6,90 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 4 037 | −0,64 | 252 | 5,02 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 5 707 | 39,81 | 356 | 47,92 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 3 525 | 220 | ||||||
2025-07-09 | 13F | Connective Portfolio Management, LLC | 62 029 | 29,15 | 3 886 | 37,27 | ||||
2025-08-13 | 13F | Isthmus Partners, Llc | 9 520 | 0,00 | 594 | 5,70 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 41 | −12,77 | 3 | 0,00 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 150 287 | −19,14 | 9 372 | −14,48 | ||||
2025-08-15 | 13F | Orcam Financial Group | 7 264 | 0,00 | 453 | 5,61 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 197 538 | 1 074,35 | 12 318 | 1 142,99 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 884 888 | 158,47 | 117 542 | 173,38 | ||||
2025-08-04 | 13F | Spire Wealth Management | 95 579 | −32,49 | 5 960 | −28,60 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 7 967 | −3,24 | 497 | 2,27 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 189 274 | −7,99 | 11 803 | −13,89 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 16 117 | 280,12 | 1 005 | 380,86 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 114 651 | −18,87 | 7 150 | −14,20 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 279 688 | −8,01 | 17 441 | −2,70 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 36 817 | 6,27 | 2 296 | 12,39 | ||||
2025-04-29 | NP | DRAI - Draco Evolution AI ETF | 57 038 | 3 073 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 69 800 | −2,73 | 4 353 | 2,88 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 355 627 | −18,44 | 22 177 | −13,74 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 2 075 | 10,31 | 129 | 17,27 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 230 628 | 0,37 | 14 382 | 6,15 | ||||
2025-08-14 | 13F | Css Llc/il | 176 840 | 1,42 | 11 028 | 7,27 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 21 465 | 16,11 | 1 331 | 22,22 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 370 300 | 23 092 | ||||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 33 555 | 50,61 | 2 092 | 59,33 | ||||
2025-07-23 | 13F | Sachetta, LLC | 15 578 | −63,03 | 971 | −60,91 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 839 | 0,00 | 52 | 6,12 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 989 | 26,59 | 249 | 34,05 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 59 981 | −1,18 | 3 740 | 4,53 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 40 550 | −18,16 | 2 529 | −13,45 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4 649 | 0,28 | 290 | 5,86 | ||||
2025-08-05 | 13F | Huntington National Bank | 14 013 | 5,00 | ||||||
2025-08-08 | 13F | United Asset Strategies, Inc. | 21 445 | −28,73 | 1 337 | −24,59 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 4 094 | 8,85 | 255 | 15,38 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 27 459 | −12,95 | 1 707 | −13,62 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 702 089 | −2,42 | 43 782 | 3,21 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 20 174 | 21,36 | 1 258 | 28,37 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 298 223 | 16,42 | 18 597 | 23,13 | ||||
2025-07-31 | 13F | CNB Bank | 1 525 | 0,00 | 95 | 6,74 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 12 485 | −1,70 | 779 | 4,01 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 4 098 | 0,00 | 256 | 5,81 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 45 700 | −0,81 | 2 850 | 4,90 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 83 524 | −2,94 | 5 209 | 2,66 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 40 623 | 1,45 | 2 533 | 7,33 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 7 226 | 35,42 | 451 | 43,31 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 4 436 | 0,00 | 277 | 5,75 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 60 536 | 3 785 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 7 598 | 2,97 | 474 | 8,74 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 7 328 | 0,56 | 457 | 6,29 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 43 954 | −5,88 | 2 741 | −0,47 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 38 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 392 635 | 53,11 | 24 485 | 61,94 | ||||
2025-08-29 | NP | ICMBX - Intrepid Capital Fund Investor Class | 52 279 | 0,00 | 3 260 | 5,78 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 7 701 | 0,00 | 480 | 5,73 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 15 849 | 0,00 | 687 | 5,70 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 193 151 | −0,63 | 12 045 | 5,10 | ||||
2025-07-24 | 13F | MA Private Wealth | 143 053 | 3 577,46 | 8 921 | 3 795,20 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 454 | 27 | ||||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 71 434 | 1,73 | 4 455 | 7,58 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 721 382 | −14,86 | 44 985 | −8,66 | ||||
2025-08-07 | 13F | S&co Inc | 17 174 | 0,00 | 1 | 0,00 | ||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 15 435 | 0,00 | 963 | 5,71 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 63 194 | 17,47 | 3 941 | 24,25 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 46 001 | 11,66 | 2 869 | 18,12 | ||||
2025-08-12 | 13F | Archer Investment Corp | 6 592 | −37,78 | 411 | −34,13 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 875 | 0,00 | 55 | 5,88 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 7 902 | 493 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 286 | −1,76 | 80 | 3,90 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 9 578 | −0,73 | 597 | 5,11 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 324 580 | −16,94 | 20 241 | −12,15 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 384 | 24 | ||||||
2025-07-31 | 13F | Orion Capital Management LLC | 661 | 0,00 | 41 | 7,89 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 14 912 | 0,00 | 930 | 5,69 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 63 780 | −1,54 | 3 977 | 4,14 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 33 934 | −28,08 | 2 116 | −23,91 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 61 | 0,00 | 4 | 0,00 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 351 | −36,64 | 22 | −34,37 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 500 | 0,00 | 343 | 5,56 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 742 316 | 11,41 | 46 291 | 23,38 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 7 534 | −7,76 | 471 | −2,08 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Kitching Partners, Llc | 105 409 | 3,38 | 6 573 | 9,35 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 10 993 | 12,93 | 686 | 19,55 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 6 646 | 0,00 | 414 | 5,88 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 34 071 | 2 125 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 3 341 | 207 | ||||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 29 861 | 1,96 | 1 862 | 7,88 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 4 125 | 10,74 | 257 | 17,35 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 4 815 | 0,00 | 300 | 6,01 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 195 759 | 27,03 | 12 208 | 34,36 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 23 018 | 0,00 | 1 435 | 5,75 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 550 542 | 2,81 | 34 332 | 8,74 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5 943 | 369 | ||||||
2025-07-01 | 13F | Private Client Services, Llc | 8 092 | −4,36 | 505 | 1,20 | ||||
2025-08-06 | 13F | Genus Capital Management Inc. | 3 780 | 0,00 | 236 | 5,86 | ||||
2025-08-05 | 13F | Inlet Private Wealth, LLC | 38 872 | −0,36 | 2 424 | 5,39 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0,00 | 0 | |||||
2025-07-18 | 13F | Forbes J M & Co Llp | 1 167 641 | −19,33 | 72 814 | −14,68 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 305 400 | 175,05 | 81 405 | 190,92 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 285 538 | 915,57 | 17 806 | 974,59 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 16 169 | −62,90 | 1 008 | −60,76 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 29 353 | −17,10 | 1 830 | −12,31 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 12 021 | −3,65 | 750 | 1,90 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 60 826 | −41,00 | 3 793 | −37,59 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 400 | 0,00 | 25 | 4,35 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4 943 | 0,00 | 308 | 5,84 | ||||
2025-08-01 | 13F | Motco | 78 571 | 1,12 | 4 872 | 6,35 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 599 | 0,00 | 37 | 5,71 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 34 889 | 10,50 | 2 176 | 16,87 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 14 006 | 9,45 | 873 | 15,78 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 137 100 | 14,25 | 8 550 | 20,83 | |||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 60 475 | 8,47 | 3 771 | 14,72 | ||||
2025-09-03 | 13F | American Trust | 63 176 | 3 940 | ||||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 8 677 | −3,28 | 541 | 2,46 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 92 692 | 7,50 | 5 780 | 13,69 | ||||
2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25 937 | 1,93 | 1 612 | 17,66 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 36 703 | 21,99 | 2 289 | 29,05 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 161 | 0,00 | 10 | 11,11 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 552 621 | −3,74 | 159 181 | 6,60 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 7 670 | 0,54 | 478 | 6,46 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 7 156 | 10,09 | 446 | 16,45 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 69 915 | 7,70 | 4 360 | 13,90 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 117 136 | −6,26 | 7 305 | −0,86 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 22 983 | 0,00 | 1 433 | 5,76 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 62 372 | 754,41 | 3 677 | 1 049,06 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 10 919 614 | 67,45 | 680 947 | 77,11 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 3 961 | 0,00 | 247 | 6,01 | ||||
2025-08-21 | NP | RALIX - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares | 3 341 | 0,00 | 208 | 6,12 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 1 705 | 4,28 | 106 | 10,42 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 973 | −26,18 | 62 | −24,69 | ||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 31 419 | −22,65 | 1 959 | −18,20 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 31 500 | 2 | ||||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 37 199 | 2 320 | ||||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 10 153 | 0,00 | 633 | 5,85 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 88 680 | −3,45 | 5 530 | 2,12 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Facet Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 67 | −50,00 | 4 | −42,86 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 18 437 | 0,00 | 1 143 | 5,45 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 4 144 | −14,06 | 258 | −9,15 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 56 771 | −2,13 | 3 540 | 3,51 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 106 140 | 2,84 | 6 619 | 8,76 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2 071 | 129 | ||||||
2025-07-25 | 13F | Meritage Portfolio Management | 7 760 | 0,00 | 484 | 5,69 | ||||
2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 10 600 | 0,00 | 661 | 5,93 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 527 334 | −1,10 | 32 885 | 4,61 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 75 696 | −2,31 | 4 838 | 5,89 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 102 561 | −2,84 | 6 396 | 2,76 | ||||
2025-07-18 | 13F | Truist Financial Corp | 5 490 435 | 14,44 | 342 384 | 21,04 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 320 000 | 19 955 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 810 | 0,00 | 51 | 6,38 | ||||
2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 249 220 | 16,12 | 15 541 | 22,82 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 10 212 | −33,31 | 637 | −29,49 | ||||
2025-07-29 | 13F | R.P. Boggs & Co. | 9 163 | 0,00 | 571 | 5,74 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 4 056 | 0,00 | 239 | 0,00 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 3 707 | 0,00 | 231 | 5,96 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 1 020 | 85,45 | 64 | 96,88 | ||||
2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 178 602 | −7,98 | 73 498 | −2,67 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 717 165 | 13,78 | 44 722 | 20,34 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 668 502 | 16,16 | 41 688 | 22,86 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 28 568 | 47,08 | 1 782 | 55,55 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 69 425 | 0,00 | 4 329 | 5,77 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 219 061 | −8,36 | 13 661 | −3,08 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5 269 | 0,00 | 329 | 5,81 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 87 029 | 422,51 | 5 427 | 452,65 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 3 430 | 0,12 | 214 | 5,97 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 49 779 | −38,94 | 3 104 | −35,41 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 210 513 | 32,87 | 13 | 44,44 | ||||
2025-07-23 | 13F | Equitable Trust Co | 1 883 544 | −17,85 | 117 458 | −13,12 | ||||
2025-07-29 | 13F | Koa Wealth Management, LLC | 6 847 | −11,62 | 427 | −6,58 | ||||
2025-07-23 | 13F | Dohj, Llc | 20 176 | −3,74 | 1 253 | 1,46 | ||||
2025-07-08 | 13F | D. Scott Neal, Inc. | 73 349 | −0,56 | 4 574 | 5,17 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 38 941 | 3,07 | 2 428 | 9,03 | ||||
2025-06-27 | NP | FERRX - First Eagle Global Real Assets Fund Class R6 | 3 056 | 251,67 | 190 | 320,00 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 356 | 19,03 | 958 | 25,92 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 110 351 | 6 881 | ||||||
2025-06-24 | NP | MHCAX - MainStay MacKay High Yield Corporate Bond Fund Class A | 570 000 | −13,64 | 35 437 | 1,55 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 80 322 | 0,09 | 5 009 | 5,85 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 493 | 155,44 | 31 | 172,73 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 849 | 19,03 | 1 612 | 25,86 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 815 118 | 0,55 | 50 831 | 6,35 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 4 307 | 8,35 | 269 | 14,53 | ||||
2025-08-14 | 13F | Pingora Partners LLC | 784 | 0,00 | 49 | 4,35 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 55 667 | −14,79 | 3 471 | −9,87 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 6 150 | −9,08 | 384 | −3,77 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 170 724 | −4,63 | 10 646 | 0,87 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 212 689 | 2,16 | 13 263 | 8,06 | ||||
2025-07-11 | 13F | Addis & Hill, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 242 833 | 29,97 | 14 971 | 37,84 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 4 632 | −16,24 | 289 | −11,66 | ||||
2025-05-05 | 13F | Miller Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | CVA Family Office, LLC | 1 565 | 0,00 | 98 | 5,43 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 8 906 | −24,64 | 555 | −20,26 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 32 987 | 0,00 | 2 057 | 5,81 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 460 | 0,00 | 29 | 3,70 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 18 361 | −0,20 | 1 145 | 5,54 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 104 277 | −5,37 | 6 503 | 0,08 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 29 197 | −4,89 | 1 821 | 0,61 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 3 334 | 208 | ||||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 093 | 110,24 | 567 | 122,35 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 27 016 | 3,11 | 1 685 | 9,07 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 14 142 | −29,22 | 882 | −25,15 | ||||
2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 3 631 | 214 | ||||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 3 627 | 0,00 | 226 | 6,10 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Strategic Wealth Designers | 65 | 4 | ||||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 884 | −0,83 | 0 | |||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 599 101 | 62,95 | 99 720 | 72,35 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 522 685 | 1,07 | 32 595 | 6,89 | ||||
2025-08-06 | 13F | North Capital, Inc. | 873 | 52,36 | 54 | 63,64 | ||||
2025-07-09 | 13F | Alken Asset Management Ltd. | 0 | |||||||
2025-07-10 | 13F | Perkins Coie Trust Co | 35 110 | −5,99 | 2 189 | −0,55 | ||||
2025-05-15 | 13F | K2 Principal Fund, L.p. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | New Capital Management LP | 3 250 | 203 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-29 | 13F | Lesa Sroufe & Co | 5 142 | 2,33 | 0 | |||||
2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 590 679 | −3,23 | 36 835 | 2,35 | ||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 32 763 | −15,61 | 2 043 | −10,71 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 6 993 | −11,10 | 436 | −5,83 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 196 900 | 12 139 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 59 300 | 3 656 | |||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 517 | −2,16 | 344 | 3,61 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 14 556 | 897 | ||||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 10 375 | 83,14 | 647 | 93,41 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 27 697 | 1 727 | ||||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 7 260 | −4,47 | 453 | 0,89 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 24 722 | −0,32 | 1 542 | 5,40 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 14 118 | −31,90 | 880 | −27,99 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 23 691 | 0,00 | 1 477 | 5,80 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 28 800 | −26,29 | 1 776 | −21,84 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 366 | 23 |