Grundläggande statistik
| Institutionella ägare | 884 total, 881 long only, 0 short only, 3 long/short - change of 6,24% MRQ |
| Genomsnittlig portföljallokering | 1.2969 % - change of −11,01% MRQ |
| Institutionella aktier (lång) | 125 720 112 (ex 13D/G) - change of 4,09MM shares 3,37% MRQ |
| Institutionellt värde (lång) | $ 11 036 610 USD ($1000) |
Institutionellt ägande och aktieägare
American Century ETF Trust - Avantis U.S. Small Cap Value ETF (US:AVUV) har 884 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 125,720,112 aktier. Största aktieägare inkluderar Creative Planning, Colony Group, LLC, LPL Financial LLC, Mason Investment Advisory Services, Inc., Morgan Stanley, Truepoint, Inc., Envestnet Asset Management Inc, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, and Buckingham Strategic Partners .
American Century ETF Trust - Avantis U.S. Small Cap Value ETF (ARCA:AVUV) 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%.
The share price as of September 12, 2025 is 100,14 / share. Previously, on September 16, 2024, the share price was 93,90 / share. This represents an increase of 6,65% over that period.
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.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4 970 | −6,44 | 453 | −2,38 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 155 | 1,59 | 379 | 6,18 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 715 | 247 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 661 927 | 11,93 | 60 302 | 16,98 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 106 138 | −2,72 | 9 252 | −12,15 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 28 427 | 2,08 | 2 590 | 6,67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 5 824 | −87,90 | 531 | −87,37 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 26 192 | 7,74 | 2 386 | 12,60 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 334 | 12,08 | 30 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 037 | 1,27 | 641 | 5,95 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 83 783 | 5,08 | 7 303 | −5,03 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 176 | 16 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 378 869 | 60,58 | 34 515 | 67,82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 766 | 56,37 | 4 169 | 63,43 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 891 | 354 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 620 | 157,69 | 694 | 170,04 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 250 | 205 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 700 | −7,75 | 337 | −3,44 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 91 622 | 2,78 | 8 347 | 7,40 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 42 274 | −57,91 | 3 851 | −56,01 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 7 492 | 24,08 | 683 | 29,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 007 914 | −1,77 | 92 | 2,25 | ||||
| 2025-04-30 | 13F | Ridgeline Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 23 259 | −11,96 | 2 119 | −8,03 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20 197 | −5,21 | 1 840 | −0,97 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 435 188 | −9,09 | 39 646 | −4,99 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 | 0 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 71 570 | 10,37 | 6 520 | 15,36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 172 255 | 16,19 | 15 692 | 21,43 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 14 254 | 1 299 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 173 428 | 3,67 | 15 799 | 8,35 | ||||
| 2025-08-08 | 13F | Brown University | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 2 291 | 209 | ||||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 111 995 | −44,36 | 10 203 | −35,83 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 62 874 | 58,14 | 5 891 | 80,79 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 92 888 | 25,80 | 8 462 | 31,48 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 6 064 | 0,00 | 590 | 12,60 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4 256 | 15,75 | 388 | 20,94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 97 781 | 7,56 | 9 330 | 22,83 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 141 | 0,00 | 13 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 152 | −64,87 | 105 | −63,51 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 28 467 | 33,20 | 2 593 | 39,18 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 79 337 | 7 228 | ||||||
| 2025-07-24 | 13F | Lindenwold Advisors | 47 846 | −0,76 | 4 359 | 3,71 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3 472 | 7,09 | 316 | 12,06 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 14 | 1 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 101 194 | 5,43 | 9 614 | 28,43 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 359 | 215 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 105 | 10 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 2 239 | −62,99 | 204 | −61,48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 22 761 | −6,70 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 14 126 | −89,59 | 1 287 | −89,12 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 136 448 | 3,95 | 12 470 | 9,42 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 434 | 0,00 | 222 | 4,25 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 160 691 | 1,81 | 14 639 | 6,40 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 287 204 | 3,82 | 26 164 | 8,51 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 12 326 | −13,69 | 1 123 | −9,81 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 26 650 | 32,32 | 2 428 | 38,29 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 5 675 | 3,69 | 517 | 8,18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 747 | 967,98 | 1 799 | 910,11 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 159 | 5,81 | 1 563 | 10,62 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 26 530 | 344,02 | 2 417 | 364,62 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 90 | 0,00 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 829 | 6,91 | 440 | 11,70 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 2 111 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 079 | 3,53 | 918 | 8,25 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 286 403 | 16,34 | 25 241 | 10,42 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46 471 | 7,82 | 4 234 | 12,70 | ||||
| 2025-04-23 | 13F | Chapin Davis, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 299 | −2,92 | 26 | −10,34 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 61 387 | 0,36 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 96 584 | 7,61 | 8 799 | 12,46 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 499 | 501 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 103 959 | 0,69 | 9 471 | 5,23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 113 952 | 9,16 | 10 381 | 14,08 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 10 225 | −1,52 | 931 | 6,28 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 11 785 | −3,72 | 1 074 | 0,66 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15 548 | 1 416 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 129 106 | 11,61 | 102 862 | 16,64 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 866 | 0,47 | 443 | 4,98 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 214 | 19 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1 071 733 | 0,63 | 97 635 | 5,16 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 6 922 | 0,48 | 631 | 5,00 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Schubert & Co | 3 681 | 335 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 605 445 | −19,47 | 55 156 | −15,84 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 660 | 333 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133 418 | −6,62 | 12 154 | −2,41 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 236 422 | 1,63 | 21 538 | 6,22 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 139 948 | 1 593,88 | 12 749 | 1 670,69 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 27 518 | 18,03 | 2 507 | 23,33 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2 271 | 207 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 13 406 | 7,48 | 1 221 | 12,33 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 223 | −68,49 | 203 | −67,10 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 200 575 | 9,75 | 18 272 | 14,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 218 | 21,39 | 1 660 | 26,83 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 2 418 | 220 | ||||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 590 312 | 5,91 | 53 777 | 10,68 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 75 077 | 6,47 | 6 839 | 11,28 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 2 314 | −13,50 | 211 | −9,87 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6 173 | 562 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 5 572 | 96,89 | 508 | 106,10 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 17 202 | 3,50 | 1 567 | 8,22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 132 145 | −1,15 | 12 038 | 8,49 | ||||
| 2025-04-25 | 13F | Kendall Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 271 286 | 7,14 | 25 227 | 14,29 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 12 | 33,33 | 1 | |||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crosspoint Financial, Llc | 7 099 | −1,43 | 647 | 3,03 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 199 | 18 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 2 343 | 213 | ||||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 10 988 | −3,72 | 1 001 | 0,70 | ||||
| 2025-04-17 | 13F | Hengehold Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 113 885 | 11,22 | 10 375 | 16,20 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 540 | −8,47 | 49 | −3,92 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 314 | 211 | ||||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 44 432 | 47,45 | 4 048 | 54,11 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 9 700 | 884 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 3 600 | 328 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 298 078 | 23,24 | 27 155 | 28,79 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 125 602 | 5,00 | 11 680 | 12,02 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 168 | 136,62 | 15 | 150,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 255 094 | −34,81 | 23 239 | −31,87 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 892 | 677,67 | 901 | 719,09 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 45 829 | 0,15 | 4 175 | 4,69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −42,86 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 84 662 | −23,46 | 7 713 | −20,02 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 55 132 | 1,20 | 5 231 | 15,66 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58 976 | 7,83 | 5 373 | 12,69 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 91 | 0,00 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 10 365 | 23,81 | 944 | 29,49 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 6 030 | −15,43 | 549 | −11,59 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 51 352 | 3,63 | 4 678 | 8,31 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 61 393 | −15,03 | 5 593 | −11,21 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 67 600 | −25,18 | 6 | −14,29 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 411 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 181 417 | 19,59 | 16 527 | 24,99 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 259 668 | −5,29 | 23 656 | −1,03 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 43 403 | −17,48 | 3 954 | −13,74 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 693 | 22,34 | 1 087 | 30,49 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 72 267 | −6,14 | 6 584 | −1,91 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 147 865 | 0,29 | 13 471 | 4,81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 118 226 | −1,76 | 10 925 | 4,15 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 11 416 | 70,21 | 1 040 | 77,91 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6 935 | 632 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 625 | 57 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 162 049 | 2,50 | 14 763 | 7,12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62 010 | 254,44 | 5 649 | 270,43 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6 356 | 3,03 | 579 | 7,82 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 15 944 | 6,68 | 1 494 | 14,23 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 162 776 | 124,07 | 14 829 | 134,18 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 140 334 | −0,95 | 12 784 | 3,51 | ||||
| 2025-04-22 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 153 031 | −6,65 | 13 941 | −2,44 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 22 084 | 2,00 | 2 012 | 6,57 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 901 | −28,16 | 268 | −21,64 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 195 | 50,00 | 18 | 54,55 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 105 | 0,00 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 353 | −12,80 | 2 401 | −8,88 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 138 365 | −10,95 | 12 605 | −6,93 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 210 908 | 19 214 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 740 | −79,98 | 887 | −79,08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 659 | 60 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 19 476 | −0,61 | 1 774 | 3,86 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 245 828 | 10,93 | 22 395 | 15,93 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 621 071 | 0,49 | 56 580 | 5,02 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13 659 | 0,72 | 1 244 | 5,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 131 955 | 21,05 | 103 121 | 26,51 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 5 365 | 0,69 | 489 | 5,17 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 3 355 | −7,22 | 306 | −3,17 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 34 027 | 3,05 | 3 100 | 7,68 | ||||
| 2025-04-22 | 13F | Tanglewood Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4 382 | 20,05 | 416 | 44,10 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5 234 | 477 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 302 | 0,33 | 28 | 3,85 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 21 261 | −23,14 | 1 937 | −19,70 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 70 169 | −23,00 | 6 392 | −19,54 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 354 | 0,11 | 488 | 4,51 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 290 437 | −2,55 | 26 459 | 1,84 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 191 | −10,68 | 564 | −6,62 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 737 | 249 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 137 958 | 4,18 | 12 568 | 8,88 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 56 518 | −6,95 | 5 149 | −2,76 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 221 519 | 20 180 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 77 351 | 2,19 | 7 047 | 6,79 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 259 148 | −2,04 | 23 608 | 2,37 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 106 154 | 6,59 | 9 671 | 0,59 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 4 523 | 2,59 | 428 | 12,34 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 7 092 | 0,13 | 671 | 13,54 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 565 599 | 17,95 | 51 526 | 23,27 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 93 609 | 11,54 | 9 | 14,29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 359 | 0,00 | 33 | 3,23 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 636 | −20,75 | 240 | −3,61 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 913 | −5,54 | 265 | −1,12 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 381 | −12,81 | 35 | −10,53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 132 | 12,37 | 1 105 | 17,43 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 48 618 | −18,86 | 4 429 | −15,20 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 9 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 13 084 | 0,69 | 1 192 | 5,21 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21 904 | −14,91 | 1 995 | −11,06 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 907 | −8,59 | 447 | −4,28 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 120 | 67,96 | 1 651 | 75,53 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 651 | −31,91 | 1 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 717 | −1,90 | 521 | 2,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 377 | −52,48 | 308 | −50,40 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 28 395 | −1,43 | 2 587 | 2,99 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 17 622 | 60,42 | 1 605 | 67,71 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 34 574 | 1,43 | 3 150 | 5,99 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 754 | 160 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 454 | 23,66 | 29 922 | 29,24 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 300 | 210 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 081 | −2,49 | 2 194 | 1,48 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 173 419 | 4,57 | 15 798 | 9,29 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 96 848 | 12,51 | 8 823 | 17,58 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 184 186 | 6,60 | 16 779 | 11,41 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 742 | 0,00 | 2 254 | 4,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 263 726 | 15,93 | 115 125 | 21,16 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 20 850 | 0,00 | 1 838 | −5,06 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 106 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75 412 | 7,70 | 6 870 | 12,55 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 80 693 | −3,36 | 7 351 | 1,00 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 238 555 | 48,02 | 21 732 | 54,70 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 3 600 | 0,00 | 328 | 4,47 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 13 196 | −0,66 | 1 202 | 3,89 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 19 111 | 1 741 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 55 578 | −16,45 | 5 063 | −12,68 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30 249 | 16,09 | 2 756 | 21,31 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 360 258 | 3,64 | 32 820 | 8,31 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 26 681 | 15,59 | 2 431 | 20,78 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 251 063 | 10,91 | 205 072 | 15,91 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 8 147 | 4,41 | 742 | 9,12 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 77 418 | −4,35 | 7 342 | 14,85 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 221 718 | 20,82 | 111 | 26,14 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 37 107 | 33,12 | 3 380 | 39,15 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 87 214 | −24,57 | 7 945 | −21,16 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 560 | 4,54 | 689 | 9,21 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3 347 | 0,00 | 305 | 4,47 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 38 023 | −2,04 | 3 464 | 2,36 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 14 143 | 25,82 | 1 288 | 31,56 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 249 975 | −14,99 | 22 773 | −11,15 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 14 677 | −26,12 | 1 337 | −22,76 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 146 123 | 13,27 | 13 312 | 18,37 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 2 557 | 233 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 204 092 | 13,96 | 19 391 | 40,52 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 168 | 136,62 | 15 | 150,00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 49 669 | 14,99 | 4 525 | 20,16 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 105 366 | 1,94 | 9 599 | 19,20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 250 474 | 121,40 | 22 818 | 131,40 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 42 | 4 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 186 656 | 13,99 | 17 004 | 19,13 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2 546 | 232 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43 632 | 3 975 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 257 701 | −0,32 | 23 477 | 4,17 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 131 | 12 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 31 | −99,26 | 3 | −99,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 908 | −78,77 | 631 | −77,79 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2 223 | 203 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 44 467 | −6,53 | 4 051 | −2,34 | ||||
| 2025-08-14 | 13F | Comerica Bank | 610 646 | 1,09 | 55 630 | 5,65 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 203 327 | 5,24 | 18 527 | 44,89 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 5 371 | 22,79 | 489 | 28,35 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 669 | 61 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 307 975 | −2,08 | 26 846 | −11,58 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 17 913 | 1,16 | 1 632 | 5,70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 989 | 126,33 | 1 183 | 136,60 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5 056 | −91,20 | 461 | −90,81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 471 | 59,50 | 498 | 67,11 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 71 646 | 1,65 | 6 527 | 6,22 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 371 111 | 5,83 | 33 808 | 10,61 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 75 868 | 1,56 | 6 912 | 6,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 531 | −4,41 | 1 324 | −0,15 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 915 454 | 5,82 | 83 398 | 10,59 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 25 026 | 121,37 | 2 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 931 863 | 30,35 | 175 992 | 36,23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 30 661 | 88,97 | 2 793 | 97,52 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 97 455 | 30,92 | 8 878 | 36,84 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 76 293 | 47,61 | 6 950 | 54,27 | ||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 14 470 | −24,36 | 1 261 | −31,69 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 078 386 | −12,58 | 98 241 | −8,64 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 49 275 | 10,01 | 4 489 | 14,96 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 247 | 0,00 | 23 | 4,76 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 3 131 | −28,32 | 285 | −25,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 357 721 | 11,12 | 32 588 | 16,13 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 342 112 | 2,82 | 31 | 6,90 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 816 | 4 440,00 | 165 | 5 400,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 32 871 | 422,18 | 3 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3 354 | −0,12 | 306 | 4,45 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 32 857 | 18,27 | 2 993 | 23,63 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 15 548 | 17,41 | 1 416 | 22,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 004 936 | 11,63 | 182 650 | 16,66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 239 | −0,43 | 295 | 4,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80 679 | 9,08 | 7 350 | 13,99 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 10 439 | 1,63 | 965 | 7,71 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 672 | −7,78 | 790 | −3,54 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 24 187 | −16,55 | 2 203 | −12,79 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 61 122 | 132,27 | 5 568 | 142,83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 50 580 | −54,07 | 4 608 | −52,01 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 21 874 | 3,39 | 1 993 | 8,03 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 374 | 125 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 158 238 | −3,38 | 14 416 | 0,98 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 46 420 | −20,67 | 4 229 | −17,10 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 315 | 48,03 | 393 | 54,72 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 100 424 | 6,65 | 9 149 | 11,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 797 593 | −2,45 | 72 661 | 1,95 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5 386 | −60,13 | 491 | −58,37 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 11 814 | 8,98 | 1 030 | −1,63 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 24 307 | 73,41 | 2 214 | 81,33 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 40 228 | −7,04 | 3 720 | −1,41 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 19 022 | 178,30 | 1 733 | 191,09 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 42 699 | 3 989 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 66 026 | 18,54 | 6 015 | 23,87 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 117 448 | 7,79 | 10 700 | 12,66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 204 | 201 | ||||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 315 934 | 4,76 | 28 782 | 9,48 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 31 140 | 14,24 | 2 946 | 43,78 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 137 353 | 22,29 | 12 513 | 27,80 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 90 264 | −9,59 | 8 223 | −5,50 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 97 | 0,00 | 8 | −11,11 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 4 934 | 0,00 | 459 | 6,51 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 45 000 | 4 217 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 26 408 | 6,92 | 2 406 | 11,76 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 109 | −8,27 | 101 | −3,81 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 60 239 | 0,50 | 5 488 | 5,01 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 104 621 | 3,04 | 9 531 | 7,68 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 47 795 | 2,71 | 4 354 | 7,35 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 89 770 | 0,00 | 8 178 | 4,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 115 352 | −16,18 | 10 509 | −12,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 812 | 0,39 | 256 | 4,92 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 527 | −21,44 | 777 | −17,97 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 64 346 | 22,90 | 5 862 | 28,45 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 304 829 | 4,39 | 27 770 | 9,09 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 95 385 | −0,59 | 8 690 | 3,89 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 3 616 | 329 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 561 391 | 8,00 | 51 143 | 12,87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 743 | 0,52 | 159 | 4,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94 385 | 25,36 | 8 598 | 31,01 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 168 120 | 9,13 | 15 316 | 14,05 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 758 568 | 2,55 | 69 106 | 7,18 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 122 252 | 2,30 | 11 137 | 6,91 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 69 034 | −0,23 | 6 289 | 4,28 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 5 951 | 0,49 | 542 | 5,04 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 27 031 | 5,12 | 2 463 | 9,86 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 24 532 | −34,51 | 2 235 | −31,58 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 20 067 | 1,35 | 1 828 | 5,85 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 87 216 | −47,09 | 7 945 | −44,71 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 61 693 | 3,19 | 5 620 | 7,85 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 76 409 | 5,15 | 6 961 | 9,88 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 25 863 | −0,94 | 2 356 | 3,56 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 2 562 | 233 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 12 897 | 6,18 | 1 175 | 10,96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 197 434 | −4,41 | 17 986 | −0,09 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 15 647 | −3,99 | 1 425 | 0,35 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 56 069 | 16,15 | 5 108 | 21,39 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 63 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 24 055 | 0,00 | 2 191 | 4,53 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 87 604 | 25,06 | 7 981 | 30,69 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 24 234 | 0,00 | 2 208 | 4,50 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 70 668 | 16,69 | 6 692 | 37,36 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 48 764 | 12,09 | 4 451 | 17,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 722 | 73,06 | 795 | 80,87 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 619 902 | 1,19 | 56 473 | 5,75 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 33 949 | 16,40 | 3 093 | 21,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 35 715 | 49,69 | 3 254 | 56,47 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 29 308 | −2,43 | 2 670 | 1,95 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 954 | 2,12 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 115 462 | 13,32 | 10 519 | 18,50 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 716 | −3,37 | 65 | 1,56 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 96 105 | 7,69 | 9 | 28,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 370 722 | 37,93 | 33 773 | 44,15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 497 | 1 029,55 | 45 | 1 400,00 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 233 946 | 4,58 | 21 312 | 20,63 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 104 306 | 0,00 | 9 502 | 4,51 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 37 356 | 29,51 | 3 403 | 35,36 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82 426 | 24,66 | 7 509 | 30,28 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 473 | 1,99 | 863 | 6,55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 846 | 41,95 | 77 | 50,98 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 153 | 0,00 | 13 | −7,14 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 50 013 | 597,63 | 4 556 | 630,13 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 9 024 | −28,86 | 822 | −25,61 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 607 046 | 503,45 | 55 302 | 530,71 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 87 356 | 23,06 | 7 958 | 28,62 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 297 432 | 206,88 | 27 096 | 220,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 283 850 | 5,18 | 25 859 | 9,92 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 67 013 | 4,08 | 6 105 | 8,77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96 058 | −9,50 | 8 751 | −5,43 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 2 094 | 0,00 | 191 | 4,40 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 10 911 | 994 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 730 259 | 3,48 | 66 527 | 8,14 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 24 328 | −22,65 | 2 216 | −19,15 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 21 695 | 18,20 | 1 976 | 23,50 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1 011 401 | 1,39 | 88 113 | −8,14 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 413 | 221 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 383 177 | −0,42 | 126 024 | 4,07 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 145 052 | 21,40 | 13 214 | 26,87 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 748 | 250 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1 100 | 0,00 | 100 | 5,26 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 10 945 | 997 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 22 | 0 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 2 491 | −33,29 | 227 | −30,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 329 958 | 12,45 | 30 059 | 17,52 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 6 382 | 0,02 | 581 | 4,50 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 91 559 | −1,15 | 8 341 | 3,31 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 6 799 | 0,89 | 619 | 5,45 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 14 258 | 26,49 | 1 299 | 32,28 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3 624 | 2,00 | 330 | 6,80 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 177 | 16 | ||||||
| 2025-08-12 | 13F | Heron Bay Capital Management | 2 951 | −93,50 | 269 | −93,23 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 475 392 | 43 308 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 741 306 | −14,93 | 249 733 | −11,10 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 33 968 | 12,86 | 3 094 | 17,96 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 21 847 | −13,15 | 1 990 | −10,28 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 34 643 | 33,77 | 3 156 | 39,79 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies 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 | 29 134 | 0,26 | 2 407 | −15,76 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 199 | 62,64 | 1 385 | 53,44 | ||||
| 2025-08-07 | 13F | Nwam Llc | 97 232 | −11,02 | 8 858 | −7,01 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 15 354 | −70,22 | 1 399 | −68,89 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 55 513 | 56,96 | 5 057 | 64,03 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 13 430 | 1 223 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 367 714 | −4,88 | 34 937 | 3,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 192 094 | 1,99 | 18 | 6,25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 635 751 | 8,91 | 57 917 | 13,82 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 25 079 | 0,63 | 2 285 | 5,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 908 604 | 3,89 | 538 274 | 8,58 | ||||
| 2025-07-09 | 13F | Emprise Bank | 33 544 | −24,85 | 3 056 | −21,47 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 153 834 | 1,17 | 14 014 | 5,73 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 99 718 | 5,77 | 9 084 | 10,54 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 41 176 | −20,31 | 3 751 | −16,72 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 672 | 144,36 | 61 | 165,22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 71 685 | 10,67 | 6 821 | 27,31 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 045 | 0,00 | 277 | 4,53 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26 804 | 3,32 | 2 547 | 12,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 811 693 | −5,22 | 165 086 | −0,91 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 35 872 | 78,69 | 3 268 | 86,79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 137 | −10,65 | 286 | −6,86 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 49 774 | 5,09 | 4 534 | 9,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 105 303 | 13,70 | 9 593 | 18,37 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 809 | −3,79 | 347 | 0,29 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 11 | 0,00 | 1 | |||||
| 2025-04-29 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 13 | −18,75 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 760 | 12,11 | 616 | 17,14 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 91 468 | 3,32 | 8 333 | 7,98 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 99 022 | 8,12 | 9 024 | 13,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 872 | 814,88 | 2 084 | 859,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240 820 | 93,40 | 21 939 | 102,12 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 674 | 712,62 | 0 | |||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies 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 | 136 266 | 0,54 | 11 257 | −15,52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 261 552 | −2,65 | 23 827 | 1,74 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 34 686 | −10,38 | 3 214 | 0,37 | ||||
| 2025-08-08 | 13F | Creative Planning | 14 595 072 | 29,84 | 1 329 611 | 35,70 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 10 886 | −8,80 | 992 | −4,71 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 951 | 0,00 | 269 | 4,28 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 526 | 230 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 6 | −97,86 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3 906 | 4,05 | 356 | 8,56 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 771 745 | −10,28 | 70 306 | −6,23 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 148 | −2,55 | 651 | 1,88 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 81 569 | −0,99 | 7 431 | 10,58 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 23 636 | −9,41 | 2 153 | −5,32 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 400 | 0,00 | 36 | 5,88 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26 630 | −76,85 | 2 426 | −75,81 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26 892 | 4,88 | 2 450 | 9,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 208 | 0,84 | 1 112 | 5,40 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 3 604 | −6,32 | 328 | −2,09 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 23 645 | 509,88 | 2 154 | 539,17 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 82 111 | 29,72 | 7 480 | 35,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 036 | −5,63 | 823 | −1,32 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 38 195 | 25,02 | 3 480 | 30,64 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 2 992 | −9,91 | 273 | −5,88 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 48 198 | −16,04 | 4 391 | −12,25 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 344 851 | 4,88 | 31 416 | 9,61 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 71 090 | 10,91 | 6 476 | 15,91 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 26 516 | −8,94 | 2 416 | −4,85 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 613 | −14,55 | 1 331 | −10,67 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 2 930 | −38,70 | 267 | −36,06 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8 944 | 815 | ||||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 9 466 | 0,00 | 862 | 4,48 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 53 169 | 127,94 | 4 844 | 138,22 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 37 311 | 161,19 | 3 399 | 173,01 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107 845 | 382,48 | 9 825 | 404,31 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 11 227 | −3,28 | 1 023 | 1,09 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 333 | 0,00 | 213 | 4,43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 941 | 6,98 | 632 | 11,86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12 534 | −0,13 | 1 142 | 4,39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 151 821 | −9,41 | 13 831 | −5,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14 761 | −1,05 | 1 345 | 2,28 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 934 | 69,96 | 449 | 77,47 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 561 | 51 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 16 115 | −5,66 | 1 468 | −1,34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 610 | −0,11 | 238 | 4,41 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 127 | 0,00 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 14 307 | 2,05 | 1 293 | 7,85 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 730 | 18,10 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 221 329 | 4,00 | 20 163 | 8,69 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 129 137 | −0,56 | 11 764 | 3,93 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 212 801 | −45,80 | 19 386 | −43,36 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 15 081 | 22,32 | 1 374 | 27,84 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 4 284 | −22,07 | 390 | −18,58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 964 | 817 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 68 444 | 6,09 | 6 235 | 10,88 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 32 460 | 11,34 | 2 957 | 16,37 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7 904 | 720 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 667 | 61 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 100 748 | −2,92 | 9 178 | 1,46 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 26 636 | 9,62 | 2 427 | 14,54 | ||||
| 2025-05-02 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 161 297 | 33,45 | 14 694 | 39,46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21 863 | −15,31 | 1 992 | −11,51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 115 465 | −2,49 | 101 619 | 1,91 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 108 610 | 1,60 | 9 894 | 6,18 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 108 591 | −2,94 | 9 893 | 1,43 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 26 256 | 720,24 | 2 392 | 756,99 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95 198 | 4,31 | 9 | 14,29 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 17 004 | 33,89 | 1 549 | 39,93 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 872 | 0,00 | 81 | 5,26 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 142 912 | 8,48 | 13 019 | 13,38 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 30 812 | 5,04 | 2 807 | 9,78 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 884 | 536 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 000 | 0,00 | 456 | 4,60 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 117 654 | −17,70 | 10 718 | −13,98 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 115 500 | 49,49 | 10 522 | 56,23 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 250 | 23 | ||||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 276 263 | 1,70 | 25 168 | 6,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 281 290 | −4,47 | 116 726 | −0,17 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 26 995 | −4,85 | 2 459 | −0,53 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 331 784 | −3,47 | 30 226 | −6,16 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 88 118 | 19,70 | 8 028 | 25,11 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 140 718 | 2,52 | 12 819 | 7,15 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 2 724 | 248 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 99 | 0,00 | 9 | 12,50 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 261 765 | 11,60 | 23 847 | 16,63 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 14 151 | 0,01 | 1 289 | 4,54 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 455 269 | 0,44 | 41 475 | 4,97 | ||||
| 2025-04-08 | 13F | Founders Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 70 775 | 16,37 | 6 448 | 21,62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 14 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 32 860 | 5,66 | 2 994 | 10,44 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 360 075 | 3,93 | 32 803 | 8,62 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 30 577 | 1,75 | 2 786 | 6,34 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 16 707 | 0,00 | 1 522 | 4,46 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 60 375 | 7,80 | 5 500 | 12,68 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 38 871 | −67,01 | 3 541 | −65,52 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 419 | −14,25 | 220 | −10,20 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6 099 | −10,82 | 556 | −6,88 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 | −99,82 | 1 | −99,87 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 609 | 0,00 | 55 | 3,77 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 39 200 | −16,53 | 3 571 | −12,75 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 173 | 0,00 | 16 | 0,00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 71 154 | 41,87 | 6 482 | 48,30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 96 446 | 143,99 | 8 786 | 155,04 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 7 353 | −4,21 | 648 | −8,99 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 143 633 | 7,60 | 13 085 | 12,44 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 086 803 | 7,01 | 99 008 | 11,83 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 246 | −24,07 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 168 026 | 54,24 | 15 307 | 61,21 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9 578 | 873 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 41 155 | −10,32 | 3 749 | −15,35 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 43 830 | 28,38 | 3 993 | 34,18 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 11 432 | −26,71 | 1 041 | −23,40 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 8 753 | 35,47 | 797 | 41,56 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 10 750 | 979 | ||||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 9 728 | −36,67 | 886 | −33,78 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 587 | 0,69 | 53 | 6,00 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 105 | 0,49 | 283 | 4,83 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 225 789 | 18,37 | 20 606 | 23,92 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 24 413 | −36,74 | 2 224 | −33,89 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 12 273 | 22,00 | 1 118 | 27,63 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 55 721 | 0,98 | 5 181 | 7,71 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 41 575 | 6,78 | 3 787 | 11,58 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 66 838 | −18,33 | 5 890 | −22,48 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 101 655 | 6,54 | 9 261 | 11,34 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 65 231 | −5,49 | 5 943 | −1,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 536 379 | 33,58 | 48 864 | 39,60 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23 465 | 5,75 | 2 138 | 10,50 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 113 782 | 599,47 | 10 366 | 631,47 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 870 | 19,18 | 79 | 25,40 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 13 | 1 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 56 298 | 2,88 | 5 129 | 7,51 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 81 905 | −1,71 | 7 462 | 2,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 18 739 | −46,51 | 1 707 | −44,09 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 80 358 | 4,80 | 7 321 | 9,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 107 | 0,00 | 10 | 0,00 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 72 218 | −1,43 | 6 579 | 3,02 | ||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 47 164 | 0,00 | 4 297 | 4,50 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 87 018 | 7 927 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 95 629 | −9,55 | 8 712 | −5,47 | ||||
| 2025-05-15 | 13F | Core Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 26 249 | 1 799 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 14 359 | 8,44 | 1 308 | 13,34 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 56 586 | −0,10 | 5 155 | 4,40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 20 597 | −6,16 | 1 876 | −1,93 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14 847 | −8,61 | 1 353 | −4,52 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 21 066 | 9,15 | 2 | 0,00 | ||||
| 2025-04-25 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 985 | 3,97 | 636 | 8,72 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2 590 | 236 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 235 | 204 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 59 036 | 11,38 | 5 378 | 16,41 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 448 | 10,62 | 41 | 14,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 380 711 | 38,20 | 34 683 | 44,42 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 71 171 | 15,09 | 6 484 | 20,28 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 3 370 | −7,42 | 307 | −3,47 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 52 191 | 5,94 | 4 755 | 10,71 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 098 | 555 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 179 298 | 8,96 | 16 | 14,29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 416 | 2,01 | 402 | 6,63 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 100 171 | 88,93 | 9 126 | 97,47 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 537 | 0,00 | 49 | 4,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 999 | −9,95 | 1 368 | −5,85 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7 135 | 106,69 | 650 | 116,33 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 20 117 | −47,74 | 1 833 | −45,39 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 50 034 | 12,46 | 4 558 | 17,53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10 144 | 28,18 | 1 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 393 384 | 2,80 | 35 837 | 7,44 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 48 467 | 1,48 | 4 415 | 6,05 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 886 | −28,48 | 627 | −25,27 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 33 614 | 8,47 | 3 062 | 13,37 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 61 567 | 6,48 | 5 609 | 11,27 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 50 916 | 17,40 | 4 638 | 22,70 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 99 705 | −20,54 | 9 083 | −16,95 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 141 592 | 9,77 | 12 899 | 14,72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 582 | −68,16 | 53 | −66,67 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 390 | 121 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 757 | 342 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 86 215 | −47,70 | 7 854 | −45,34 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 10 195 | 929 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 26 028 | −2,49 | 2 371 | 1,93 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 405 | 401 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 24 979 | −30,95 | 2 276 | −27,85 | ||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies 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 | 112 673 | 0,25 | 9 308 | −15,76 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 14 748 | −3,74 | 1 344 | 0,60 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CNB Bank | 303 | 0,00 | 28 | 3,85 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30 525 | 41,59 | 2 781 | 47,95 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 206 107 | 21,92 | 18 776 | 27,74 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8 635 | 3,77 | 787 | 8,41 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 18 617 | 13,58 | 1 623 | 2,53 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 740 | −31,36 | 228 | −41,04 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 64 | 0,00 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 13 625 | 3,94 | 1 241 | 8,67 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 82 857 | −10,71 | 7 548 | −6,68 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 495 | −94,74 | 136 | −94,51 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 68 467 | 3,55 | 6 237 | 8,22 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 400 | 0,00 | 36 | 5,88 | ||||
| 2025-05-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 625 | −52,54 | 239 | −55,16 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 32 818 | 22,99 | 3 033 | 36,88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 319 398 | 9,03 | 29 097 | 13,95 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 191 164 | −1,30 | 18 439 | 16,55 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2 571 | 234 | ||||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 36 714 | −23,86 | 3 345 | −20,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 90 707 | 0,65 | 8 263 | 5,19 | ||||
| 2025-04-11 | 13F | DKM Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 7 012 | −4,18 | 639 | 0,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41 618 | 16,65 | 3 791 | 21,94 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 133 101 | 6,61 | 12 126 | 11,41 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 757 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 75 980 | −18,61 | 6 922 | −20,56 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 69 288 | 13,11 | 6 561 | 22,87 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 54 502 | 6,89 | 4 965 | 11,72 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 11 492 | 9 557,14 | 1 047 | 10 360,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 210 393 | 0,96 | 19 167 | 5,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 495 | 2 562 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 200 | −64,71 | 929 | −63,12 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 56 009 | −4,02 | 5 102 | 0,31 | ||||
| 2025-08-01 | 13F | Motco | 15 968 | 1 476 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 693 123 | 6,07 | 245 343 | 10,85 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 81 569 | 0,03 | 7 431 | 4,54 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 187 050 | 1,97 | 17 040 | 6,57 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 110 078 | 16,22 | 10 028 | 21,46 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 335 159 | 39,86 | 30 533 | 46,17 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 7 597 | 110,44 | 692 | 120,38 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 350 | 32 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 173 818 | 4,05 | 15 835 | 8,74 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 17 807 | −18,58 | 1 622 | −14,90 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 21 740 | −1,87 | 1 981 | 2,54 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 33 794 | 3 079 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 266 680 | 2,31 | 115 395 | 6,93 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 84 918 | 3,68 | 7 736 | 8,36 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 2 255 | 205 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 2 843 | 0,04 | 259 | 7,50 |
