Grundläggande statistik
| Institutionella ägare | 1127 total, 1124 long only, 1 short only, 2 long/short - change of 2,26% MRQ |
| Genomsnittlig portföljallokering | 0.4560 % - change of −9,26% MRQ |
| Institutionella aktier (lång) | 66 964 295 (ex 13D/G) - change of 0,14MM shares 0,21% MRQ |
| Institutionellt värde (lång) | $ 9 863 099 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Mid-Cap Value ETF (GB:0LO7) har 1127 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 66,964,295 aktier. Största aktieägare inkluderar Morgan Stanley, Assetmark, Inc, Betterment LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, Jones Financial Companies Lllp, EP Wealth Advisors, Inc., Tiaa Trust, National Association, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Mid-Cap Value ETF (LSE:0LO7) 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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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 471 | −10,48 | 1 393 | −8,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6 451 | 0,00 | 1 061 | 2,42 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 39 113 | −39,89 | 6 433 | −38,42 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 357 | 59 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 14 679 | 7,27 | 2 414 | 9,93 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 463 683 | −6,12 | 240 717 | −3,83 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 60 337 | 0,05 | 9 923 | 2,50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 2 876 | 31,26 | 473 | 34,47 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1 200 | 1,27 | 197 | 3,68 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1 435 | 0,00 | 236 | 2,17 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 3 008 | 0,00 | 495 | 2,49 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3 534 | 0,00 | 581 | 2,47 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 733 | 4,85 | 943 | 7,41 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 042 | 0,00 | 336 | 2,45 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3 057 | 3,59 | 509 | 17,01 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 1 768 | −5,35 | 292 | −2,34 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 283 | −24,84 | 211 | −22,99 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 3 201 | 526 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 135 986 | 7,61 | 22 364 | 10,24 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 18 073 | −0,09 | 2 972 | 2,34 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 222 | 43,17 | 365 | 46,59 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 927 | 15,31 | 1 468 | 18,01 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1 263 | 0,00 | 209 | 2,97 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | −0,64 | 76 | 5,56 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 3 483 | −1,33 | 573 | 1,06 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 11 112 | 0,00 | 1 827 | 2,47 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 25 254 | 3,15 | 4 153 | 5,67 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 88 250 | −1,78 | 14 514 | 0,62 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 5 061 | 0,00 | 832 | 2,46 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 357 | 0,00 | 59 | 1,75 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 177 | 0,00 | 194 | 2,66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 706 | 0,00 | 447 | 3,00 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 12 095 | −2,15 | 1 989 | 0,25 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 136 | 23 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 100 | 0,00 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 616 | 0,06 | 266 | 2,32 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 389 | 48,66 | 393 | 52,53 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 248 | 205 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 324 | 18 814,29 | 218 | −32,19 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 37 | 0,00 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 419 | 0,00 | 235 | 3,08 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10 203 | −25,98 | 1 729 | −21,92 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 1 323 | 0,00 | 218 | 2,36 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 25 329 | −0,15 | 4 166 | 2,28 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3 672 | −5,48 | 604 | −3,21 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8 412 | 0,00 | 1 383 | 2,44 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 816 | 0,00 | 299 | 2,41 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 268 | 373 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 919 | 0,00 | 151 | 2,72 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25 546 | 395,56 | 4 201 | 404,32 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1 339 | −0,15 | 220 | 2,33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 736 | 0,00 | 121 | 2,54 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 4 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 33 | 0,00 | 5 | 0,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2 265 | −2,24 | 373 | 0,27 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 450 | −4,83 | 570 | −2,06 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 24 374 | −1,88 | 4 009 | 0,50 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 11 530 | −3,13 | 1 896 | −0,73 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5 346 | −0,21 | 879 | 2,21 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 319 | 0,78 | 381 | 3,25 | ||||
| 2025-08-14 | 13F | Pingora Partners LLC | 78 | 0,00 | 13 | 0,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 19 | 3 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 68 535 | 8,52 | 11 271 | 11,16 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 541 | −29,55 | 418 | −27,98 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 260 | 9,15 | 701 | 11,82 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 309 883 | 4,91 | 50 963 | 7,47 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24 176 | 44,18 | 3 976 | 47,75 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 5 048 | −3,54 | 830 | −1,19 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 2 213 | 56,73 | 370 | 74,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 135 259 | 4,48 | 22 245 | 7,02 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 42 524 | 0,00 | 6 993 | 2,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35 246 | 6,56 | 5 797 | 9,15 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76 488 | 19,95 | 12 579 | 22,89 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1 498 | −33,51 | 246 | −31,86 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 135 | 0,00 | 22 | 4,76 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 20 575 | 5,43 | 3 303 | 2,58 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 4 304 | −2,80 | 708 | −0,42 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2 573 | −0,50 | 423 | 1,93 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 219 | 0,00 | 36 | 2,86 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2 354 | 41,47 | 387 | 44,94 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 11 864 | 0,00 | 1 951 | 2,47 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 234 094 | 4,86 | 38 499 | 7,43 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 528 | 0 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 698 | −25,12 | 1 759 | −23,29 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 90 344 | −3,88 | 14 858 | −1,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 007 | −15,84 | 659 | −13,74 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 6 | 1 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 261 | 76,59 | 701 | 80,88 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 67 945 | −45,86 | 11 174 | −44,54 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2 163 | 0,09 | 357 | 3,18 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 151 | −19,92 | 518 | −17,91 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 455 | 0,00 | 75 | 1,37 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2 032 | 5,07 | 334 | 7,74 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 16 027 | 0,00 | 2 636 | 2,45 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 481 | −0,41 | 1 066 | 2,01 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 90 638 | 26,26 | 14 906 | 29,35 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 6 006 | −0,12 | 988 | 2,28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 24 733 | −54,82 | 4 089 | −53,49 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 1 225 | −43,05 | 201 | −41,74 | ||||
| 2025-07-31 | 13F | Kornitzer Capital Management Inc /ks | 1 556 | 0,00 | 256 | 2,41 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7 233 | −2,90 | 1 190 | −0,50 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 16 946 | −5,10 | 2 787 | −2,79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 891 | −6,01 | 475 | −3,65 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 763 | −2,55 | 127 | 1,60 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10 767 | 247,88 | 1 771 | 256,85 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 69 236 | 964,84 | 11 387 | 991,66 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 500 | 0,00 | 247 | 2,50 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 2 801 | −16,61 | 461 | −14,66 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 9 750 | 0,62 | 1 603 | 3,09 | ||||
| 2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 21 182 | −1,99 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 201 591 | 22,16 | 33 154 | 25,14 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 5 275 | 0,00 | 868 | 2,48 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 15 244 | 2,00 | 2 507 | 4,50 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 7 426 | 10,94 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 977 | 0,43 | 1 312 | 2,82 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 116 | 19 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 482 | 0,00 | 408 | 2,51 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 570 | 8,81 | 752 | 11,42 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4 077 | 0,74 | 671 | 3,24 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 123 581 | 91,71 | 20 | 100,00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 7 851 | 1 291 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 5 109 | −1,07 | 840 | 1,33 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1 786 | 0,00 | 294 | 2,45 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28 283 | 16,33 | 4 651 | 19,16 | ||||
| 2025-05-06 | 13F | Next Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 291 | 14,20 | 874 | 17,50 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 801 | −13,07 | 463 | −10,44 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 31 083 | −1,82 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 85 | 14 | ||||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 2 503 | 0,00 | 414 | 2,99 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2 298 | 0,00 | 378 | 2,45 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 460 | 0,00 | 240 | 2,56 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2 250 | 370 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 111 470 | 348,66 | 18 332 | 359,68 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 227 073 | 27,83 | 37 541 | 31,64 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 472 | 0,00 | 78 | 2,67 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 3 403 | −6,33 | 560 | −4,12 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 225 | 0,00 | 201 | 2,55 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 2 424 | 0,00 | 399 | 2,31 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 243 771 | −0,59 | 40 | 2,56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 33 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 60 953 | −4,04 | 10 | 0,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 3 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 859 | 0,86 | 635 | 3,26 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 37 494 | 0,32 | 6 166 | 2,78 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 31 276 | −3,41 | 5 144 | −1,06 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 316 | −14,16 | 216 | −12,20 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 38 524 | 15,07 | 6 336 | 16,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 57 534 | 0,41 | 9 462 | 2,86 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 6 213 | 0,00 | 1 022 | 2,41 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 3 444 | −1,06 | 566 | 1,43 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 270 | −4,17 | 1 658 | 2,22 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1 592 | 0,00 | 262 | 2,35 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 1 925 | 24,43 | 317 | 27,42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 368 | 5,33 | 4 028 | 8,48 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 422 | −94,23 | 1 222 | −94,09 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 1 278 | −36,61 | 210 | −34,98 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 11 520 | 0,00 | 1 895 | 2,43 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 50 | −41,18 | 8 | −38,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 634 | 4,05 | 5 860 | 6,60 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 171 565 | 13,54 | 28 216 | 16,31 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 160 | 0,00 | 26 | 4,00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 126 | 679 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5 966 | 986 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 2 228 | 0,00 | 366 | 2,52 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 425 | 0,00 | 70 | 1,47 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 14 581 | 26,97 | 2 353 | 27,62 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2 195 | 0,00 | 361 | 2,27 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 17 092 | −4,13 | 2 811 | 1,12 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 570 | 0,00 | 94 | 2,20 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 4 915 | 0,14 | 808 | 2,67 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 4 890 | 5,30 | 804 | 7,92 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 49 870 | −3,71 | 8 202 | −1,36 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 521 | −14,43 | 415 | −12,29 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 1 321 | 217 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 2 692 | 56,24 | 443 | 60,14 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 925 | 0,00 | 317 | 2,27 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 21 063 | −2,57 | 3 464 | −0,17 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 21 657 | −1,15 | 3 562 | 1,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30 822 | 82,01 | 5 069 | 86,50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 473 | −11,42 | 78 | −9,41 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1 854 | 305 | ||||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 67 | 0,00 | 11 | 10,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 246 | 0,00 | 40 | 2,56 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 228 | 0,00 | 202 | 2,03 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2 875 | 4,36 | 473 | 6,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 266 | 22,48 | 702 | 25,40 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 1 896 | 0,00 | 312 | 3,32 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 1 347 | 0,00 | 222 | 2,31 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2 792 | −12,23 | 459 | −10,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 860 | −28,93 | 142 | −26,80 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 910 | 13,89 | 150 | 16,41 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 35 970 | 1,30 | 5 916 | 3,77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 194 | 0,00 | 32 | 0,00 | ||||
| 2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 4 200 | 0,00 | 674 | 0,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 5 391 | −40,52 | 887 | −39,06 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 719 | 0,56 | 118 | 3,51 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 2 005 | 0,00 | 330 | 2,49 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 985 | −0,50 | 1 642 | 1,92 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 466 | −5,89 | 3 037 | −3,56 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 302 | −2,76 | 214 | 0,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 8 016 | −37,82 | 1 318 | −36,30 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 665 | 0,00 | 438 | 2,58 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 602 | −13,13 | 99 | −10,81 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 21 664 | −10,73 | 3 563 | −8,55 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 117 557 | −0,49 | 19 333 | 1,94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1 648 | −15,36 | 271 | −13,14 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 200 | 0,00 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51 | −50,49 | 8 | −50,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 925 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1 361 | 0,00 | 224 | 4,69 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 143 637 | −2,36 | 23 622 | 0,02 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 71 | 0,00 | 12 | 0,00 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 420 | 0,00 | 398 | 2,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 984 816 | 6,08 | 161 839 | 8,56 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 109 | 0,00 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1 599 | 0,76 | 263 | 3,54 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 219 | 0,00 | 36 | 2,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275 680 | 3,53 | 45 338 | 6,06 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 4 500 | 740 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 239 | 51,39 | 368 | 55,27 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 105 243 | 0,50 | 17 308 | 2,96 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 796 | −26,96 | 295 | −25,13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 240 | 10,58 | 1 644 | 9,82 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 45 610 | 3,69 | 7 501 | 6,23 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 165 | 0,00 | 27 | 0,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 144 648 | 2,40 | 23 790 | 4,90 | ||||
| 2025-05-15 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 11 010 | 152,87 | 1 811 | 159,31 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 6 588 | 14,67 | 1 084 | 17,46 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 45 741 | 4,29 | 7 523 | 6,83 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 7 553 | −2,01 | 1 242 | 0,40 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 9 185 | −2,73 | 1 511 | −0,40 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 535 | −28,76 | 88 | −27,50 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 289 | −0,46 | 212 | 1,93 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 223 | 5,16 | 202 | 8,60 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 1 442 | 0,84 | 237 | 3,49 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 455 | 0,00 | 75 | 1,37 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 962 | 0,28 | 1 312 | 2,90 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 282 | −15,61 | 382 | −10,77 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 705 | 0,35 | 280 | 2,94 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 5 837 | −2,08 | 965 | 0,84 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 562 | −0,24 | 2 066 | 2,18 | ||||
| 2025-07-17 | 13F | City Holding Co | 5 792 | −2,57 | 953 | −0,21 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26 353 | 3,75 | 4 334 | 6,30 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 21 | 0,00 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 447 | −4,84 | 1 727 | −1,99 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17 743 | 2 943 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1 676 | −5,36 | 279 | 3,73 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 1 266 | 208 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 87 606 | 2,79 | 14 408 | 5,30 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 786 332 | −0,08 | 1 292 | −6,31 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 38 009 | 1,44 | 6 251 | 3,91 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 3 650 | 4,92 | 600 | 7,53 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 735 | 0,00 | 779 | 2,37 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 228 | 0,00 | 38 | 2,78 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 73 | 46,00 | 12 | 37,50 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 447 | −7,47 | 731 | −5,19 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6 322 | 0,00 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 42 197 | 3,43 | 7 047 | 7,59 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 390 | 0,00 | 64 | 3,23 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 5 232 | −42,99 | 860 | −41,62 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 477 | 20,80 | 736 | 23,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 412 159 | −1,71 | 396 766 | 1,52 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20 984 | 0,19 | 3 451 | 2,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667 416 | 97,57 | 109 763 | 102,39 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 22 771 | 0,60 | 3 745 | 3,06 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 178 | −24,29 | 831 | −24,86 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 22 086 | 0,00 | 3 632 | 2,45 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 35 645 | −5,61 | 5 862 | −3,30 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 409 | −52,46 | 235 | −46,95 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 9 807 | 28,45 | 1 613 | 31,59 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 32 862 | −0,36 | 5 405 | 2,08 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 618 | 19,12 | 28 | 22,73 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 2 422 | 0,00 | 398 | 2,58 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 995 | 7,53 | 4 111 | 10,16 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 873 | −2,58 | 472 | −0,21 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 169 666 | 2,25 | 27 903 | 4,75 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 4 149 | −1,21 | 682 | 1,19 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 858 | −2,06 | 311 | 7,24 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 34 | 6 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95 316 | −0,96 | 15 676 | 1,46 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 3 201 | −7,96 | 526 | −5,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 063 962 | 3,64 | 174 979 | 6,17 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5 405 | 87,87 | 889 | 92,62 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 67 639 | 5,19 | 11 124 | 7,76 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 37 777 | −8,55 | 6 213 | −6,33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 562 | 56,63 | 915 | 60,35 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3 545 | 7,55 | 584 | 10,19 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 981 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 208 | 12,92 | 1 679 | 15,64 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 112 | −38,05 | 183 | −36,14 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 852 | −10,79 | 483 | −3,02 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 414 | 0,00 | 397 | 2,58 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 298 | −34,38 | 214 | −32,81 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 21 233 | 182,81 | 3 492 | 189,71 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 13 905 | −4,68 | 2 287 | −2,39 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 823 | 15,43 | 629 | 18,27 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 30 822 | 3,81 | 5 069 | 6,34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 523 | 2,50 | 2 717 | 5,03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 028 | −19,32 | 498 | −17,44 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 42 270 | 1,05 | 6 952 | 3,51 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 43 957 | 32,19 | 7 229 | 35,43 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 148 832 | 8,86 | 24 477 | 11,51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 182 825 | 16,35 | 30 067 | 19,19 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3 880 | 2,65 | 638 | 5,28 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17 859 | 2,61 | 2 937 | 5,12 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 060 | 0,00 | 339 | 2,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 579 152 | 4,92 | 424 167 | 7,48 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 231 | 0,00 | 38 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 10 894 | 0,00 | 1 792 | 2,46 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 416 | 2,98 | 233 | 5,45 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 371 | −12,73 | 225 | −11,42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 200 | 3 815 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1 768 | 0,00 | 291 | 2,47 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 88 475 | −2,08 | 15 | 0,00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 1 878 | 0,00 | 309 | 2,33 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 212 | 45,21 | 35 | 47,83 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 31 407 | 0,00 | 5 165 | 2,44 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21 384 | 3,69 | 3 517 | 6,22 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 104 907 | −22,68 | 17 253 | −20,79 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 6 085 | −0,25 | 1 001 | 2,15 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 578 | 0,64 | 260 | 3,19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 70 358 | 124,95 | 11 571 | 130,45 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 544 | −18,81 | 89 | −16,82 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 10 207 | −0,30 | 1 679 | 2,13 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 7 686 | −56,88 | 1 264 | −55,82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 190 | 202 | ||||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 260 | 197,54 | 1 194 | 205,37 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 769 | 0,00 | 126 | 2,44 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 45 353 | 7,89 | 7 281 | 7,09 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 19 835 | 5,23 | 3 262 | 7,80 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 378 | −2,46 | 391 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 44 412 | 19,14 | 7 304 | 22,06 | ||||
| 2025-08-13 | 13F | Kennedy Capital Management, Inc. | 1 260 | 207 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 10 099 | −3,73 | 1 661 | −1,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 183 769 | 32,32 | 30 223 | 35,55 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 26 530 | 0,39 | 4 363 | 2,85 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 5 417 | 0,00 | 891 | 2,42 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3 634 | −2,94 | 598 | −0,67 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 944 | −63,63 | 484 | −62,74 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 295 | 213 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 2 452 | 1,36 | 403 | 3,87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 287 182 | 6,00 | 47 230 | 8,59 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 23 968 | −9,82 | 3 942 | −7,62 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 53 | −14,52 | 9 | −11,11 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 10 945 | 0,00 | 1 800 | 2,45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 229 | 0,00 | 367 | 2,52 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 65 935 | 2,95 | 10 844 | 5,47 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 514 | −3,75 | 85 | −1,18 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 1 255 | 0,00 | 201 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 14 377 | −6,71 | 2 364 | −4,45 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 1 280 | 211 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5 000 | 822 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 551 | 20,48 | 3 051 | 23,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 090 | 11,45 | 2 155 | 14,15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 245 | −86,01 | 369 | −85,68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 119 | 8,81 | 2 487 | 11,48 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 5 810 | −21,11 | 955 | −19,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26 800 | −14,92 | 4 408 | −12,85 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 079 | −16,06 | 835 | −14,09 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 612 | −7,90 | 594 | −5,72 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 945 | 813 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 873 129 | 5,97 | 143 595 | 8,56 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 242 873 | −1,05 | 40 662 | 3,19 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7 076 | 6,74 | 1 164 | 9,30 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 4 726 | 3,78 | 777 | 6,29 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2 907 | 0,00 | 478 | 2,58 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 027 | −7,32 | 333 | −5,13 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9 487 | 0,00 | 1 560 | 2,43 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 1 640 | 0,00 | 271 | 3,04 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 9 810 | −12,53 | 1 613 | −10,39 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 826 | −0,35 | 794 | 2,06 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 413 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 787 | −8,88 | 2 596 | −6,65 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2 | 0 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 104 478 | −2,15 | 17 183 | 0,25 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 528 419 | 1,66 | 86 904 | 4,14 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 1 400 | 230 | ||||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 4 402 | 0,00 | 724 | 2,41 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 140 887 | 0,20 | 23 170 | 2,64 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 315 | 0,00 | 216 | 2,37 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 7 660 | 48,82 | 1 260 | 52,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 801 | −14,05 | 1 447 | −11,98 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 120 | −0,09 | 349 | 2,35 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 8 406 | 4,20 | 1 382 | 6,72 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 797 | −8,96 | 2 433 | −6,75 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1 384 | 0,00 | 228 | 2,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 323 | −7,82 | 382 | −5,45 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 109 | 0,00 | 18 | 0,00 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 59 526 | −0,73 | 9 937 | 3,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 16 145 | −0,68 | 2 655 | 1,76 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 066 | −68,77 | 340 | −68,08 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 3 668 | 603 | ||||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 33 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 2 120 | 0,00 | 349 | 2,35 | ||||
| 2025-08-08 | 13F | Allianz Se | 237 | 0,00 | 39 | 0,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2 114 | 0,05 | 348 | 2,36 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 295 | 0,00 | 49 | 2,13 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 82 935 | −0,07 | 13 639 | 2,37 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 136 | 643,13 | 1 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 308 | 14,23 | 544 | 17,24 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 411 | 19,98 | 232 | 23,40 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10 032 | 1,36 | 1 650 | 3,00 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1 460 | 0,00 | 240 | 2,56 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 6 027 | −0,18 | 968 | −2,03 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 7 163 | 8,07 | 1 178 | 10,71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 323 043 | 14,55 | 53 128 | 17,35 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 378 | 0,00 | 62 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 191 | 0,00 | 31 | 7,14 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 27 066 | −1,79 | 4 451 | 0,61 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 201 | 0,00 | 33 | 3,13 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 973 | 263 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22 319 | −11,52 | 3 671 | −9,41 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 110 | −8,33 | 18 | −5,26 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 3 643 | 0,00 | 599 | 2,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Finward Bancorp | 1 837 | −1,61 | 302 | 1,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1 412 | −8,79 | 232 | −6,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 264 948 | 3,95 | 701 413 | 6,48 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 49 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 008 | −12,50 | 1 809 | −10,41 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 23 186 | 0,76 | 3 813 | 3,22 | ||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 13 181 | 0,00 | 2 168 | 2,41 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 64 | 11 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 290 447 | 9,29 | 47 767 | 11,96 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 | −6,32 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 674 933 | 10,52 | 275 460 | 13,22 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 63 528 | 96,36 | 10 448 | 101,17 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 616 | −70,17 | 3 884 | −69,45 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 49 769 | −55,91 | 8 185 | −54,83 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 705 | −21,15 | 595 | −21,84 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 881 | −6,61 | 1 326 | −2,07 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 419 | 0,00 | 233 | 2,64 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 955 | 45,73 | 2 131 | 49,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 057 139 | −0,75 | 502 777 | 1,67 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 679 | −11,93 | 770 | −10,48 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 51 701 | −2,67 | 8 503 | −0,30 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 548 | 0,00 | 91 | 2,27 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 7 851 | −34,79 | 1 291 | −31,22 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 8 038 | 9,66 | 1 322 | 12,33 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 625 | 0,00 | 103 | 2,00 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 58 | 9 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 2 139 | 0,00 | 352 | 2,33 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 2 805 | −23,44 | 461 | −21,60 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6 392 | 397,82 | 1 051 | 410,19 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 50 | 0,00 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 367 | 0,00 | 230 | 4,57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 756 | −6,48 | 453 | −4,23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 106 977 | 2,97 | 17 593 | 5,48 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 27 183 | −0,27 | 4 471 | 2,17 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11 685 | 1,01 | 1 922 | 3,45 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 61 150 | 15,06 | 10 057 | 17,86 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 2 066 | −1,01 | 340 | 1,19 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 182 387 | 13,37 | 26 087 | 18,51 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 106 | 1,92 | 17 | 6,25 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 13 953 | −5,58 | 2 295 | −3,29 | ||||
| 2025-04-24 | 13F | TFC Financial Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 507 | 3,44 | 741 | 6,01 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 495 | 0,00 | 81 | 2,53 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 1 223 | 204 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 2 201 | 0,00 | 362 | 2,27 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1 229 | 206 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 929 | −2,31 | 153 | 0,00 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 1 244 | −7,51 | 205 | −5,12 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 20 539 | −60,66 | 3 378 | −59,71 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 36 264 | 1,81 | 5 964 | 4,28 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 954 | −0,30 | 1 308 | 2,19 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 502 | 247 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 8 | 100,00 | 1 | |||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 697 | −12,44 | 115 | −10,94 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 825 | 0,00 | 300 | 2,74 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 35 560 | 560,84 | 5 880 | 581,23 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 2 807 | 0,29 | 462 | 2,67 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 107 | 0,00 | 18 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 25 455 | −4,26 | 4 186 | −1,92 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7 855 | 9,11 | 1 292 | 15,78 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 240 | 0,00 | 533 | 2,31 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 5 501 | 905 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 1 797 | 0,00 | 296 | 2,43 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 8 024 | 8,02 | 1 320 | 10,65 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 218 | 0,00 | 36 | 2,94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25 830 | −0,80 | 4 248 | 1,63 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 17 | 3 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 45 383 | 8,86 | 7 464 | 11,52 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 91 807 | 4,84 | 15 099 | 7,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 183 932 | 2,42 | 30 250 | 4,93 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 075 | 25,61 | 341 | 28,68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 385 961 | −2,52 | 63 475 | −0,14 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 29 826 | 1,70 | 4 905 | 4,18 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 12 460 | 0,00 | 2 049 | 2,45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 504 | 83 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 218 | 200 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 130 | 0,00 | 186 | 2,21 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 1 650 | −45,40 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 510 | −12,88 | 742 | −10,83 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 2 118 | 4,96 | 348 | 7,74 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 588 184 | −3,90 | 96 733 | −1,56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 727 | −4,78 | 1 443 | −1,97 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 14 424 | 254,40 | 2 372 | 263,25 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 366 | −6,88 | 225 | −4,68 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 23 038 | 17,94 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4 141 | 0,00 | 681 | 2,56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50 968 | 0,66 | 8 382 | 3,13 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 1 915 | −10,93 | 315 | −8,99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 953 | −5,83 | 157 | −3,70 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 220 403 | −6,99 | 36 247 | −8,77 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 21 473 | 0,42 | 3 531 | 2,88 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 1 886 | −13,92 | 310 | −11,68 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 57 | 0,00 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 823 | 8,58 | 300 | 11,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2 902 | 1,75 | 477 | 4,38 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8 051 | 11,05 | 1 324 | 13,84 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2 269 | −6,05 | 373 | −3,62 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 704 | 20,14 | 116 | 22,34 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5 696 | 0,00 | 937 | 2,41 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 445 | 18,89 | 896 | 21,77 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18 207 | 5,77 | 2 994 | 8,36 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 247 | 0,00 | 41 | 2,56 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 17 790 | 29,77 | 2 926 | 32,95 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 94 | −85,93 | 15 | −85,98 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 65 646 | 7,69 | 10 796 | 10,33 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 443 | −58,50 | 731 | −57,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 300 | 0,00 | 214 | 2,40 | |||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 11 358 | −24,42 | 1 868 | −22,60 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 4 168 | 10,53 | 685 | 13,22 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5 263 | 3,72 | 866 | 6,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 10 000 | 13,64 | 1 645 | 16,43 | |||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 103 | 0,00 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 265 | 53,65 | 537 | 57,18 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 1 190 312 | 9,02 | 195 759 | 11,68 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 258 | 42 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13 298 | −9,02 | 2 187 | −6,78 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 321 | 53 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 272 | −2,51 | 45 | 0,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 15 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 34 956 | −3,21 | 5 749 | −0,86 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 19 | 3 | ||||||
| 2025-05-09 | 13F | Endowment Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 870 | 1 301 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 820 | 0,00 | 135 | 2,29 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 949 | 0,00 | 321 | 2,56 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 191 367 | 2,80 | 31 472 | 5,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116 111 | −5,85 | 19 | 0,00 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 32 129 | −0,50 | 5 284 | 1,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 373 247 | −0,41 | 61 384 | 2,02 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 2 459 | 2,46 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 121 | −36,65 | 20 | −36,67 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 567 | 0,00 | 258 | 2,39 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 25 044 | −4,61 | 4 119 | −2,28 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 4 866 | 0,00 | 800 | 2,43 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 281 | 0,00 | 46 | 2,22 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 55 402 | 2,97 | 9 111 | 5,49 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 541 297 | 0,62 | 89 005 | 3,08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 50 | 8 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 897 | 0,00 | 312 | 2,63 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 96 | 0,00 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 795 | 0,76 | 460 | 3,15 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 168 | 1 014 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 1 487 | 0,00 | 245 | 2,52 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 16 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 72 165 | 12 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 9 042 | 0,02 | 1 495 | 2,96 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 83 409 | 0,47 | 14 198 | 8,46 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 151 | 0,00 | 354 | 2,32 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1 885 | 0,00 | 322 | 14,64 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 496 | −9,10 | 410 | −6,82 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 436 | 0,00 | 72 | 2,90 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 1 560 | −11,96 | 257 | −9,86 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 600 | −51,95 | 428 | −50,81 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 470 | 0,00 | 77 | 2,67 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 131 | −1,70 | 515 | 0,59 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 55 960 | 9 203 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 300 | 0,00 | 49 | 2,08 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 412 | −25,33 | 232 | −23,43 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 33 426 | 3,99 | 5 497 | 6,53 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 1 220 | 201 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 104 261 | 3,79 | 17 | 6,25 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 560 | −5,44 | 585 | −3,15 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18 125 | 0,36 | 2 981 | 2,79 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 284 | 0,00 | 47 | 2,22 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 49 | 8 | ||||||
| 2025-07-31 | 13F | City State Bank | 1 467 | 0,00 | 241 | 2,55 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 56 355 | 21,61 | 9 268 | 24,59 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 4 138 | 2,05 | 681 | 4,45 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 426 | 728 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 000 | −0,61 | 4 440 | 1,81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 54 677 | −2,47 | 8 992 | −0,09 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 57 957 | −2,66 | 9 532 | −0,29 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 98 109 | −0,79 | 16 | 6,67 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 16 085 | −5,15 | 2 645 | −2,83 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 929 | 0,00 | 153 | 2,01 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 1 376 | 0,00 | 226 | 2,73 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8 400 | 0,00 | 1 381 | 2,45 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 45 237 | 12,27 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 94 | 15 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 1 705 | 14,05 | 280 | 17,15 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 270 | −0,21 | 1 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 43 933 | 2,96 | 7 053 | 2,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 38 130 | −1,17 | 6 271 | 1,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | DDD Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 81 | −68,36 | 13 | −68,29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 407 | 67 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 36 066 | −9,15 | 5 931 | −6,94 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 7 285 | 0,00 | 1 198 | 2,48 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 31 373 | 1,29 | 5 160 | 3,76 | ||||
| 2025-05-12 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 1 865 | −11,82 | 307 | −9,73 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 882 | −2,84 | 967 | −0,41 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 28 500 | −0,99 | 4 712 | 1,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 610 461 | 0,79 | 758 237 | 3,25 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 458 | −77,63 | 75 | −77,13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 133 464 | −3,69 | 680 | −1,45 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 16 369 | −2,33 | 2 692 | 0,07 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 1 388 | 0,51 | 228 | 3,17 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 200 | 0,00 | 197 | 2,60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 28 690 | 13,20 | 4 718 | 31,24 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 7 497 | −0,68 | 1 233 | 1,82 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 316 | 216 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 498 | −5,52 | 904 | −3,21 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 3 333 | 0,15 | 548 | 2,62 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 22 | 4 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 3 634 | 0,44 | 598 | 2,93 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 943 | −27,36 | 324 | −24,71 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 317 | −41,51 | 545 | −40,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 807 | −16,63 | 2 106 | −14,60 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4 | 0,00 | 1 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 17 839 | −3,05 | 2 978 | 8,06 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 939 | 7,61 | 1 141 | 10,24 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 43 481 | −3,69 | 7 151 | 1,98 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 000 | 0,00 | 329 | 2,18 | |||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 23 200 | 3 815 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 851 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 7 987 | −0,20 | 1 314 | 2,26 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 3 491 | 0,00 | 574 | 2,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 587 936 | 3,77 | 96 693 | 6,36 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 28 896 | 4 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 29 895 | 0,00 | 4 917 | 2,44 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 2 758 | 6,00 | 454 | 8,63 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 411 | −2,65 | 1 383 | −0,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 624 697 | 2,96 | 102 738 | 5,48 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 477 | 9,91 | 901 | |||||
| 2025-08-13 | 13F | American Money Management, LLC | 3 338 | 0,00 | 549 | 2,43 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2 369 | 0,00 | 390 | 2,37 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 6 685 | 1 099 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 536 | 2,55 | 417 | 5,30 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 2 414 | 0,00 | 397 | 2,58 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 18 990 | 0,77 | 3 123 | 3,24 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 58 | 0,00 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 248 134 | 5,88 | 40 808 | 8,47 | ||||
| 2025-04-23 | 13F | Leading Edge Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 34 833 | −7,56 | 5 729 | −5,31 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 7 328 | 14,11 | 1 205 | 16,88 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 3 074 | 1,25 | 506 | 3,70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 55 587 | 13,50 | 9 284 | 18,09 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 913 | 0,00 | 151 | 2,74 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 64 881 | −44,53 | 10 670 | −43,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4 970 | −12,35 | 817 | −10,22 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 34 | −2,86 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 1 984 | −1,10 | 326 | 1,24 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 330 | −0,30 | 54 | 1,89 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8 679 | 14,59 | 1 427 | 17,35 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 390 | 0,00 | 64 | 3,23 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 326 | −3,35 | 218 | −0,91 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 1 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 36 | 0,00 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 15 871 | −5,06 | 2 624 | −2,24 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 64 995 | −2,20 | 10 689 | 0,20 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 527 | 0,00 | 88 | 3,57 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 095 | −0,39 | 838 | 1,95 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 550 | 229,34 | 90 | 246,15 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 298 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 8 738 | 0,00 | 1 437 | 2,50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 674 | 6,45 | 440 | 8,93 | ||||
| 2025-08-08 | 13F | King Wealth | 32 223 | −2,12 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 287 | 0,00 | 47 | 2,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 77 108 | −6,30 | 13 | −7,69 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 7 490 | 1,86 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 432 | −16,76 | 71 | −14,46 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 2 226 | 0,00 | 366 | 2,52 |
