Grundläggande statistik
| Institutionella ägare | 589 total, 589 long only, 0 short only, 0 long/short - change of 3,33% MRQ |
| Genomsnittlig portföljallokering | 0.7130 % - change of −10,74% MRQ |
| Institutionella aktier (lång) | 163 740 811 (ex 13D/G) - change of 12,25MM shares 8,09% MRQ |
| Institutionellt värde (lång) | $ 8 044 948 USD ($1000) |
Institutionellt ägande och aktieägare
BlackRock ETF Trust II - iShares Flexible Income Active ETF (US:BINC) har 589 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 163,740,811 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Jpmorgan Chase & Co, LPL Financial LLC, BlackRock, Inc., Bank Of America Corp /de/, Morgan Stanley, Dynasty Wealth Management, Llc, Ameriprise Financial Inc, Quotient Wealth Partners, LLC, and UBS Group AG .
BlackRock ETF Trust II - iShares Flexible Income Active ETF (ARCA:BINC) 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 53,26 / share. Previously, on September 16, 2024, the share price was 53,41 / share. This represents a decline of 0,28% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-22 | BlackRock, Inc. | 7,515,570 | 2,394,865 | -68.13 | 1.40 | -75.44 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 48 613 | 8,54 | 2 564 | 9,30 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19 259 | 2,82 | 1 018 | 3,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 735 212 | 2,82 | 514 409 | 3,72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 632 | 547,62 | 86 | 561,54 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 061 | 0,00 | 56 | 1,82 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 13 763 | 2,94 | 727 | 3,86 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 63 767 | 3,38 | 3 369 | 4,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 470 | −18,39 | 183 | −17,57 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 293 | 88,31 | 438 | 90,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 677 132 | 21,68 | 35 780 | 22,75 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6 998 | 69,77 | 370 | 71,63 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 67 246 | 6,00 | 3 553 | 6,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 150 536 | −27,69 | 7 954 | −27,05 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 34 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 20 796 | 8,18 | 1 097 | 9,37 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 46 294 | 46,85 | 2 446 | 48,15 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 35 454 | 5,42 | 1 873 | 6,36 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 17 075 | −0,29 | 902 | 0,67 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 7 862 | 11,20 | 415 | 12,16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 69 090 | 6,32 | 3 651 | 7,26 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 10 447 | 0,94 | 552 | 1,85 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9 289 | −60,78 | 491 | −60,48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58 786 | 119,28 | 3 092 | 120,16 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 8 550 | 0,00 | 452 | 0,89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 915 | 5,95 | 313 | 6,85 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 35 925 | 18,81 | 1 898 | 19,90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 379 079 | 8,46 | 20 031 | 9,41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12 054 | −0,26 | 637 | 0,47 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 141 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 233 428 | 12 334 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26 724 | 34,32 | 1 412 | 35,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 729 228 | 12,07 | 566 932 | 13,05 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 646 829 | 4,34 | 34 178 | 5,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 509 697 | 13,16 | 26 932 | 14,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 437 | 26,33 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 19 071 | 4,42 | 1 008 | 5,33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 37 955 | 77,82 | 2 006 | 79,34 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 954 581 | 867,75 | 50 440 | 876,38 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 127 125 | −0,31 | 6 717 | 0,57 | ||||
| 2025-08-11 | 13F | Eq Llc | 33 707 | 1 781 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 64 682 | 0,21 | 3 418 | 1,09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 667 | 25,38 | 405 | 26,56 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 33 181 | 3,00 | 1 753 | 3,91 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 52 392 | −33,12 | 2 768 | −32,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 515 341 | 1,17 | 80 | 2,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 4 790 | 253 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 460 | −34,84 | 24 | −33,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 279 118 | 2,62 | 14 749 | 3,52 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 136 265 | 3,27 | 7 200 | 4,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282 115 | 6,31 | 14 907 | 7,24 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 384 120 | 6,24 | 73 | 7,35 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1 987 410 | 2,86 | 105 015 | 3,76 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 37 715 | −34,60 | 1 993 | −34,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103 069 | 2 118,92 | 5 446 | 2 141,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 20 643 | 0,35 | 1 091 | 1,21 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 828 959 | 1,76 | 43 802 | 2,66 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 365 | 72 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 5 033 | 9,53 | 266 | 10,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 377 | 195,60 | 283 | 200,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 379 280 | 12,51 | 72 881 | 13,50 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 45 748 | 11,58 | 2 417 | 12,58 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4 910 | 259 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 492 | −4,79 | 79 | −4,88 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 314 | 70,09 | 386 | 71,56 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 160 | 8 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 20 830 | −16,64 | 1 101 | −15,90 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 711 820 | 18,87 | 37 613 | 19,91 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 355 | 336 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 134 535 | 23,76 | 7 109 | 24,83 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 329 205 | 9,73 | 17 | 13,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26 782 | 8,86 | 1 415 | 9,86 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10 980 | 75,57 | 580 | 77,37 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 681 | 142 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 223 134 | 4 249,59 | 11 790 | 4 299,25 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 130 | 64,56 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1 583 135 | 2,11 | 84 | 2,47 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42 536 | 8,29 | 2 229 | 9,70 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 17 381 | 27,34 | 918 | 28,57 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18 264 | −65,70 | 965 | −65,16 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3 788 | 200 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 663 631 | 0,73 | 35 066 | 1,61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 001 | 8,46 | 264 | 9,54 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 301 348 | 18,86 | 15 923 | 19,90 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 26 291 | 18,27 | 1 389 | 19,33 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 27 992 | −88,77 | 1 479 | −88,67 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 71 436 | 25,54 | 3 775 | 26,64 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cypress Capital Group | 28 630 | 37,12 | 1 513 | 38,33 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 35 583 | 4,60 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 359 413 | 124,77 | 18 991 | 126,76 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 120 010 | 14,07 | 6 341 | 15,08 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 68 404 | 16,48 | 3 614 | 17,49 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 164 | −5,32 | 220 | −4,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86 521 | 618,85 | 4 572 | 625,56 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11 461 | 606 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 173 252 | 3,60 | 9 155 | 4,51 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8 450 | 446 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 2 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 224 | −1,74 | 699 | −0,85 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 6 420 | 339 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 562 | 294 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 575 | 0,00 | 30 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 127 254 | −1,94 | 6 724 | −1,07 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 51 603 | 24,73 | 2 727 | 25,80 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 40 378 | 0,23 | 2 134 | 1,09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 150 302 | 15,37 | 7 942 | 16,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 838 | 32,18 | 44 | 33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 45 110 | 1,48 | 2 384 | 2,36 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 214 295 | 7,43 | 11 323 | 8,37 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 208 523 | 7,10 | 11 018 | 8,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 017 | 324,63 | 1 041 | 323,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 319 372 | −1,57 | 228 290 | −0,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 931 897 | −2,98 | 102 | −1,92 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 8 979 | 1,51 | 474 | 2,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 352 | −26,42 | 441 | −25,76 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 64 448 | 3 405 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 464 730 | 2,59 | 24 556 | 3,49 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11 755 | 621 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 67 536 | −0,43 | 3 569 | 0,45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10 182 | 107,37 | 538 | 109,34 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 911 609 | 7,76 | 48 169 | 8,71 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 140 820 | 34,93 | 7 441 | 36,11 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 154 668 | 8 173 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 378 | 20 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 465 015 | 3,00 | 24 571 | 3,90 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153 521 | 4,04 | 8 112 | 4,96 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 7 075 | 23,04 | 374 | 23,92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 242 207 | −7,06 | 12 798 | −6,24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 195 629 | 27,98 | 327 377 | 29,11 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 59 173 | 2,27 | 3 108 | 5,04 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7 777 | 7,73 | 411 | 8,47 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 17 573 | 176,00 | 929 | 178,68 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 59 703 | −0,41 | 3 155 | 0,45 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 11 208 | 592 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 93 | −51,81 | 5 | −60,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 123 323 | 1,69 | 6 516 | 2,58 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 498 | 0,00 | 238 | 0,85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 532 289 | 7,25 | 28 126 | 8,20 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 54 700 | 140,61 | 2 890 | 142,86 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 35 266 | 1 863 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 076 | 18,66 | 1 061 | 19,64 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3 889 | −74,13 | 205 | −73,95 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 131 814 | 8,42 | 6 965 | 9,36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18 540 | 4,13 | 980 | 5,04 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 766 | 24,43 | 833 | 25,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 311 251 | 23,22 | 69 | 25,45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 39 776 | −2,29 | 2 102 | −1,45 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 128 337 | 2,53 | 6 781 | 3,43 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 28 513 | −88,21 | 1 500 | −88,17 | ||||
| 2025-08-05 | 13F | Marest Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 74 286 | −2,83 | 3 925 | −1,97 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 32 512 | −3,53 | 1 718 | −2,72 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 20 466 | 0,23 | 1 071 | 0,19 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 106 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 30 199 | 39,55 | 1 596 | 40,78 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 300 192 | 8,11 | 15 862 | 9,07 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 87 029 | 0,81 | 4 599 | 1,68 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 72 896 | 14,01 | 3 852 | 14,99 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32 084 | 3,14 | 1 695 | 4,05 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 020 | −6,26 | 477 | −5,56 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 001 | −22,94 | 476 | −22,26 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 26 536 | 44,83 | 1 402 | 46,19 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 784 | 23,27 | 253 | 24,14 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8 068 | 78,18 | 426 | 79,75 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 13 475 | 0,00 | 712 | 0,99 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 5 518 | 1,36 | 292 | 2,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 357 329 | 61,08 | 18 881 | 62,50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 198 | 21 800,00 | 485 | 24 150,00 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 30 877 | 15,17 | 1 632 | 16,17 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 9 454 | 500 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 87 | 1,16 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 646 | 193 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15 295 | 230,77 | 808 | 233,88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 28 089 | −20,80 | 1 484 | −20,09 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 2 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7 972 | 6,26 | 421 | 7,40 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 084 | 1 325 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 23 647 | −9,68 | 1 249 | −8,90 | ||||
| 2025-04-30 | 13F | Silverlake Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 850 016 | 4,56 | 44 915 | 5,47 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 445 975 | 20,60 | 23 565 | 21,66 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19 701 | 33,39 | 1 041 | 34,67 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 53 394 | −14,45 | 3 | −33,33 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 19 648 | 17,80 | 1 038 | 18,90 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3 943 | 2,74 | 208 | 3,48 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 72 715 | 1,82 | 3 842 | 2,73 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 51 822 | 1,77 | 2 729 | 2,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 94 | 5 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 968 | −92,36 | 2 | −95,00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 472 | 289 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 653 518 | −3,25 | 34 532 | −2,40 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 419 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 806 066 | 0,91 | 570 993 | 1,80 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 268 370 | 16,05 | 14 181 | 17,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24 238 | 78,68 | 1 281 | 80,28 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 745 | 21,06 | 568 | 22,20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 031 | 0,89 | 319 | 1,60 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 157 615 | 24,74 | 8 328 | 25,84 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 218 | −53,14 | 223 | −52,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 812 | −9,90 | 254 | −8,96 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 73 366 | 4,89 | 3 877 | 5,81 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 40 630 | 75,51 | 2 147 | 77,06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5 685 | 62,20 | 300 | 62,16 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23 302 | 92,45 | 1 231 | 94,16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 442 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13 425 | 39,54 | 709 | 40,95 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 5 754 734 | −2,35 | 304 080 | −1,49 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 157 655 | 11,24 | 8 331 | 12,22 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 789 | 676 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 091 | 28,18 | 322 | 29,96 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19 460 | −14,59 | 1 028 | −13,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 278 490 | 28,83 | 14 715 | 29,96 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 94 994 | 4,92 | 5 019 | 5,84 | ||||
| 2025-08-14 | 13F | Family Management Corp | 98 621 | 25,74 | 5 211 | 26,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 85 605 | 384,74 | 4 523 | 388,97 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26 476 | −36,23 | 1 399 | −35,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 23 653 | −5,08 | 1 250 | −4,29 | ||||
| 2025-08-07 | 13F | Laffer Investments | 20 390 | −0,15 | 1 077 | 0,75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 605 | −63,93 | 136 | −63,73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64 155 | 15,34 | 3 390 | 16,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 14 272 | 19,75 | 754 | 20,83 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 000 | 476 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10 798 | 2,22 | 571 | 3,07 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15 639 | 8,70 | 826 | 9,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5 870 | 4,62 | 310 | 5,80 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8 574 | −70,00 | 453 | −69,72 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 740 | 64,08 | 39 | 65,22 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9 988 | 10,63 | 528 | 11,65 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 379 166 | 103,96 | 20 035 | 105,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 789 | 0,31 | 464 | 1,31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165 454 | 33,14 | 8 743 | 34,31 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4 960 | 5,42 | 262 | 6,50 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 192 | −36,21 | 10 | −61,54 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46 221 | 19,81 | 2 442 | 20,89 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 84 732 | 6,57 | 4 477 | 7,52 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 886 951 | 7,20 | 46 867 | 8,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 443 | 8,32 | 288 | 9,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 622 240 | 38,41 | 32 879 | 39,63 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 245 419 | 4,86 | 12 968 | 5,78 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 44 975 | 0,00 | 2 376 | 0,89 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 183 | 32,76 | 274 | 33,82 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24 686 | 8,89 | 1 304 | 9,86 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 254 573 | 2,56 | 171 972 | 3,46 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5 652 | 7,62 | 299 | 8,36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 14 802 | −10,65 | 765 | −11,27 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 988 | 6,42 | 475 | 7,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 771 006 | 32,55 | 304 940 | 33,72 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 8 222 | −8,03 | 434 | −7,26 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 24 070 | 1,89 | 1 272 | 2,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102 635 | 6,22 | 5 423 | 7,15 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 121 511 | 16,07 | 6 421 | 17,09 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41 079 | 11,07 | 2 171 | 12,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146 510 | 27,68 | 7 742 | 28,80 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 13 017 | 688 | ||||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 4 760 | 0,00 | 249 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 793 | 0,28 | 517 | 1,17 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 30 082 | −0,49 | 1 582 | 0,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 177 584 | 0,52 | 62 224 | 1,40 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105 648 | 4,30 | 5 582 | 5,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30 135 | 323,48 | 1 592 | 327,96 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 215 491 | −5,99 | 11 387 | −5,17 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 8 214 | 0,40 | 434 | 1,40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 58 736 | 3 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 556 | 13,79 | 1 298 | 14,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 285 319 | 22,14 | 15 076 | 23,22 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7 992 | 422 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35 932 | 23,04 | 1 899 | 24,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 113 193 | 52,42 | 5 981 | 53,79 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18 742 | 17,33 | 990 | 18,42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 17 738 | 17,11 | 937 | 18,16 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 54 602 | 3,71 | 2 885 | 4,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 793 061 | 14,26 | 147 585 | 15,26 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 18 987 | 81,00 | 1 001 | 82,33 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 34 272 | 3,19 | 1 811 | 4,81 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63 997 | 46,13 | 3 382 | 47,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 127 | 8,58 | 112 | 9,80 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 586 | 0,00 | 31 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 348 323 | 15,24 | 71 245 | 16,25 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 26 943 | −84,49 | 1 424 | −84,36 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 830 626 | 1,18 | 43 890 | 2,07 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 78 946 | 51,38 | 4 153 | 54,18 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 612 | −0,18 | 561 | 0,72 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 15 029 | 2,64 | 794 | 3,66 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 616 | 11,30 | 508 | 12,39 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58 | 3 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 47 289 | 26,69 | 2 499 | 27,77 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 367 183 | −1,01 | 125 082 | −0,14 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 213 | −69,69 | 328 | −69,43 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71 936 | 15,12 | 3 801 | 16,13 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 141 667 | 8,33 | 7 486 | 9,29 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3 900 | 183,64 | 206 | 182,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 39 397 | 210,04 | 2 082 | 212,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 563 | 858,90 | 83 | 925,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13 340 | 705 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 21 112 | 31,79 | 1 116 | 32,90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 227 308 | 393,93 | 12 011 | 398,34 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 189 081 | 10,79 | 9 991 | 11,77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 21 158 | 14,29 | 1 118 | 15,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 44 337 | 0,91 | 2 341 | 2,09 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 815 | −45,55 | 201 | −45,50 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8 229 | −36,32 | 435 | −35,80 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 27 264 | 1,98 | 1 441 | 2,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 356 047 | −21,29 | 18 814 | −20,60 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54 177 | 2,55 | 2 863 | 3,43 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 103 | −22,70 | 164 | −22,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 421 | −6,99 | 709 | −6,09 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 171 634 | 2,61 | 9 069 | 3,52 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 80 497 | −7,15 | 4 253 | −6,32 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 90 140 | 28,72 | 4 754 | 29,58 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 269 407 | −45,46 | 14 | −44,00 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 256 373 | 22,92 | 13 547 | 24,00 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 261 | 23,91 | 542 | 25,17 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14 024 | 741 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 57 338 | −0,22 | 3 030 | 0,66 | ||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 7 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 53 917 | 2 849 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5 878 | 311 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 460 | −0,12 | 553 | 0,73 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 320 763 | −3,49 | 16 949 | −2,64 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 163 795 | 16,61 | 8 655 | 17,63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12 309 | 85,49 | 649 | 91,45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 505 | 19,13 | 291 | 20,83 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 146 933 | 7,75 | 7 764 | 8,68 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 275 445 | 2,29 | 14 486 | 5,05 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 263 | 16,95 | 120 | 17,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21 293 | 41,92 | 1 125 | 43,31 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26 362 | 0,55 | 1 393 | 1,38 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 96 805 | −6,97 | 5 115 | −6,15 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 17 532 | 127,33 | 926 | 129,78 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 558 069 | 4,54 | 29 488 | 5,45 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 25 007 | 4,33 | 1 321 | 5,26 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7 396 | −2,04 | 391 | −1,27 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 4 500 | −52,63 | 238 | −52,31 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 138 371 | 7 248 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 13 125 | 3,94 | 694 | 4,84 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 61 959 | 1,94 | 3 274 | 2,83 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 15 936 | 4,76 | 842 | 5,78 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 878 | 311 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 47 047 | 2 486 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 201 653 | 40,24 | 10 655 | 41,48 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 117 262 | 3,19 | 6 196 | 4,10 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 193 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13 057 | 6,61 | 690 | 7,49 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 094 296 | −31,80 | 57 823 | −31,20 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 955 | −18,91 | 367 | −18,26 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 878 | 205 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 36 271 | 6,15 | 1 917 | 7,10 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 500 161 | 2,69 | 26 428 | 3,59 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 44 913 | 80,55 | 2 373 | 82,26 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 43 110 | 20,00 | 2 278 | 21,05 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 183 142 | −1,59 | 9 677 | −0,73 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 111 508 | 121,38 | 5 892 | 123,35 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55 623 | 8,70 | 2 939 | 9,66 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 659 | 3,05 | 352 | 3,85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 4 450 | 5,75 | 233 | 6,88 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 200 132 | 13,43 | 10 575 | 14,42 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114 472 | −56,43 | 6 048 | −56,05 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 19 200 | 1 015 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 320 013 | 10,23 | 69 750 | 11,20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 40 453 | 19,80 | 2 128 | 20,31 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 32 211 | 2,20 | 1 702 | 3,15 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 60 665 | −18,56 | 356 | −90,87 | ||||
| 2025-06-03 | 13F | Invst, LLC | 96 901 | −31,58 | 5 076 | −31,11 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 50 704 | 43,43 | 2 680 | 44,71 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 79 622 | 3,31 | 4 207 | 4,21 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29 437 | 1 555 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 6 420 | 35,70 | 339 | 37,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 429 323 | 291,06 | 22 685 | 294,52 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 83 | 4 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 12 489 | 6,15 | 660 | 6,98 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 945 | 367 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49 021 | 1,88 | 2 590 | 2,78 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 83 987 | 3,53 | 4 438 | 4,42 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6 293 | 39,41 | 333 | 40,68 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 909 967 | 84,06 | 48 083 | 85,67 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 13 433 | 50,68 | 707 | 54,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 217 708 | 7,27 | 11 504 | 8,21 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23 170 | 1,45 | 1 224 | 2,34 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 901 | 108,42 | 1 474 | 110,27 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 141 320 | 10,47 | 60 307 | 11,44 | ||||
| 2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 105 569 | −24,16 | 5 578 | −23,49 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 27 048 | −2,54 | 1 429 | −1,65 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 12 185 | 149,85 | 644 | 152,16 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 24 124 | 11,26 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11 870 | 174,07 | 625 | 175,33 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 85 714 | 6,10 | 4 529 | 7,04 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 10 805 | −76,32 | 570 | −76,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17 572 | 102,61 | 929 | 104,41 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7 946 | −81,71 | 420 | −81,59 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 34 899 | 26,75 | 1 844 | 27,88 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 41 016 | −0,63 | 2 167 | 0,23 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 67 873 | 15,51 | 3 586 | 16,54 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41 176 | −5,28 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10 275 | 538 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 684 | 1,32 | 89 | 1,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 376 252 | 4,61 | 19 881 | 5,54 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 439 262 | 5,70 | 23 211 | 6,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59 756 | 78,89 | 3 158 | 80,50 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6 691 | −5,91 | 354 | −5,11 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12 619 | 36,14 | 666 | 37,32 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 59 577 | −0,10 | 3 148 | 0,80 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 24 | 1 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 24 074 | −23,17 | 1 272 | −22,49 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 689 | 300 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 193 | 121,30 | 961 | 123,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 914 482 | 13,98 | 154 001 | 14,98 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 409 | 285 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 074 | 33,64 | 321 | 34,45 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 127 828 | 5,10 | 6 754 | 6,03 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 34 935 | 36,28 | 1 842 | 37,26 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 29 578 | 22,30 | 1 563 | 26,17 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 85 394 | 9,42 | 4 512 | 10,40 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 80 966 | 5,91 | 4 278 | 6,84 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 137 | −0,99 | 430 | −0,23 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 40 812 | 10,47 | 2 152 | 11,21 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 149 693 | 15,21 | 7 874 | 15,71 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 52 436 | 2 771 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25 663 | 9,65 | 1 356 | 10,69 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 79 260 | 2,51 | 4 188 | 3,41 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 430 686 | 1,92 | 23 | 0,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 36 199 | 1 913 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 106 568 | 13,15 | 5 631 | 14,15 | ||||
| 2025-04-07 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 966 | 34,95 | 313 | 36,24 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 320 | 54,59 | 17 | 60,00 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 149 510 | 7 900 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 64 448 | −4,20 | 3 405 | −3,35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 138 888 | 81,35 | 7 339 | 84,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 901 941 | 7,85 | 47 676 | 8,80 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 6 118 | −0,76 | 323 | 0,31 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 294 117 | 7,46 | 15 541 | 8,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 285 | −36,86 | 226 | −36,34 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 614 700 | 32,63 | 32 481 | 33,79 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 10 418 | −0,20 | 550 | 0,73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 147 259 | −25,23 | 7 781 | −24,33 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 55 306 | 15,00 | 2 922 | 16,83 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 266 788 | 5,29 | 14 097 | 6,22 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 20 118 | 1 063 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 820 | 0,00 | 202 | 0,50 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13 312 | −4,38 | 703 | −3,57 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 102 720 | 2,68 | 5 428 | 3,57 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 12 904 | 13,94 | 682 | 14,84 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 20 244 | −90,97 | 1 070 | −90,90 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12 951 | 5,62 | 684 | 6,39 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 399 | −74,08 | 232 | −73,90 | ||||
| 2025-04-15 | 13F | Collier Financial | 257 | −99,58 | 13 | −99,59 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 120 982 | 12,27 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 28 796 | 1,48 | 1 522 | 2,36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29 424 | −48,10 | 1 555 | −47,66 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 21 | 0,00 | 1 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 486 | 0,63 | 237 | 1,72 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 50 002 | 8,44 | 2 642 | 9,40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 106 | 17,94 | 2 172 | 19,01 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 64 998 | 175,42 | 3 405 | 177,42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 802 | −33,83 | 42 | −32,26 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 264 043 | 1,19 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 406 555 | 19,39 | 21 482 | 20,44 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 19 139 | 1 011 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 43 366 | 1,53 | 2 291 | 2,41 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 080 | 268 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22 834 324 | 4,76 | 1 206 566 | 5,68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 340 920 | 4,13 | 18 014 | 5,04 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 17 242 | 894 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 7 054 | −9,54 | 373 | −8,82 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 148 609 | 44,75 | 7 852 | 46,03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 124 713 | 7,05 | 6 590 | 7,98 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 142 557 | 5,57 | 7 533 | 6,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 90 848 | 1 893,59 | 4 800 | 1 916,81 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 8 847 | 124,71 | 467 | 126,70 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 151 667 | 32,91 | 8 014 | 34,08 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 92 693 | 7,81 | 4 889 | 8,55 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22 296 | 113,91 | 1 178 | 116,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 879 | 311 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 645 | −0,20 | 510 | 0,59 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 184 | 25,68 | 855 | 26,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 182 | 6,27 | 432 | 7,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11 102 | 5,63 | 587 | 8,72 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 133 867 | −13,38 | 7 074 | −12,63 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 269 272 | 5,28 | 14 228 | 6,20 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 636 | 4,12 | 1 091 | 6,97 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 13 200 | −7,04 | 697 | −6,19 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4 076 | 215 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 202 389 | 54,29 | 116 374 | 55,65 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 645 | 0,28 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 70 213 | −1,61 | 3 710 | −0,72 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 100 653 | 1,84 | 5 319 | 2,74 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 23 344 | 15,32 | 1 233 | 16,32 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11 395 | 8,68 | 602 | 9,65 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 45 647 | −1,78 | 2 412 | −0,94 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 60 546 | 5,18 | 3 199 | 6,10 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 50 716 | 2,65 | 2 680 | 3,56 | ||||
| 2025-05-15 | 13F | Emory University | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 54 544 | 88,06 | 2 877 | 91,73 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 35 | 750,00 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 96 567 | 331,72 | 5 105 | 336,61 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 57 941 | 2,38 | 3 062 | 3,27 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 32 213 | −38,25 | 1 702 | −37,70 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 64 139 | 52,15 | 3 389 | 53,49 | ||||
| 2025-04-15 | 13F | Alpha Omega Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 27 266 | 0,22 | 1 441 | 1,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 393 | 469,57 | 21 | 566,67 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 13 271 | 0,03 | 701 | 1,01 | ||||
| 2025-08-14 | 13F | Lhm, Inc. | 534 508 | −55,38 | 28 243 | −54,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 484 | 2 401,22 | 977 | 2 468,42 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5 127 | 12,14 | 271 | 12,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509 992 | 32,41 | 26 948 | 33,57 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21 235 | 8,98 | 1 122 | 10,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 68 607 | 17,05 | 3 625 | 18,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 145 | 64,04 | 60 | 66,67 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 596 557 | 2,21 | 31 522 | 3,10 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 19 517 | −17,51 | 1 031 | −16,79 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12 012 | −30,98 | 635 | −30,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 388 207 | 33,81 | 20 482 | 34,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 310 424 | 22,92 | 16 403 | 23,99 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 196 238 | −1,78 | 10 369 | −0,91 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 445 | 215,60 | 24 | 228,57 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 89 839 | 4 747 | ||||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 74 227 | 11,26 | 3 922 | 12,25 | ||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 021 563 | 1,33 | 53 979 | 2,22 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 216 001 | 3,27 | 11 413 | 4,18 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 102 377 | 454,83 | 5 410 | 459,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 831 | 5,94 | 255 | 7,14 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 353 | 283 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13 087 | 27,54 | 692 | 28,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 794 244 | 14,63 | 41 968 | 15,64 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 62 586 | 2,06 | 3 307 | 2,96 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 4 750 | −2,78 | 249 | −2,36 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 6 182 | 7,53 | 327 | 8,31 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 564 | 10,41 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 10 328 | 15,02 | 546 | 15,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 550 345 | 9,63 | 29 080 | 10,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 48 363 | 0,37 | 2 556 | 1,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 89 040 | −1,89 | 4 705 | −1,03 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Asio Capital, LLC | 100 450 | 13,58 | 5 308 | 14,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 149 509 | 8,52 | 60 740 | 9,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 739 581 | 15,62 | 39 079 | 16,64 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7 188 | 10,19 | 380 | 11,14 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 256 451 | 24,96 | 119 231 | 26,05 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4 397 | 232 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14 574 | 36,58 | 770 | 37,99 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129 691 | 7,62 | 6 853 | 8,56 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 61 056 | 3,35 | 3 205 | 4,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 425 | 0,00 | 75 | 0,00 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 26 447 | 1 397 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 87 637 | −59,98 | 4 631 | −59,63 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 313 862 | 5,50 | 16 584 | 6,43 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7 583 | 21,66 | 401 | 22,70 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 56 791 | 2,18 | 3 001 | 3,06 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 721 | −0,78 | 302 | 0,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 23 302 | 1 231 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 14 900 | −1,25 | 787 | −0,38 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 51 869 | 8,46 | 2 741 | 9,38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 451 | −0,60 | 605 | 0,17 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 102 287 | 2,93 | 5 405 | 3,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57 707 | 19,42 | 3 049 | 20,47 | ||||
| 2025-08-08 | 13F | Creative Planning | 27 452 | −16,45 | 1 451 | −15,75 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 188 128 | 155,54 | 9 941 | 157,78 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 5 644 | −1,07 | 298 | 0,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 80 605 | 1,78 | 4 253 | 2,58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 106 698 | 7,95 | 5 638 | 8,89 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 480 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 286 | 0,00 | 15 | 7,14 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 35 310 | 1,23 | 1 866 | 2,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 026 570 | 15,31 | 107 | 16,30 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 103 | 0,00 | 5 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150 539 | 46,10 | 7 955 | 47,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 18 483 | −4,32 | 977 | −3,46 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 25 032 | −7,96 | 1 323 | −7,16 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 228 517 | 0,98 | 12 075 | 1,86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 689 | 301 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 285 | 20,91 | 279 | 22,37 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 271 612 | −0,08 | 14 352 | 0,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45 006 | 5,86 | 2 378 | 6,83 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 046 | 26,53 | 267 | 28,50 | ||||
| 2025-07-31 | 13F | Avory & Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4 248 | 224 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 75 | 1,35 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31 521 | 3,14 | 1 666 | 4,06 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 24 507 | 3,00 | 1 295 | 3,85 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 132 | −4,19 | 587 | −3,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 661 | −67,47 | 669 | −67,17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 98 586 | −0,27 | 5 199 | 0,91 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 50 938 | 4,63 | 2 692 | 5,94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 304 249 | −3,43 | 121 757 | −2,59 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 22 864 | −4,75 | 1 208 | −3,90 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 19 348 | 3,31 | 1 022 | 4,29 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 44 860 | 13,01 | 2 370 | 14,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 24 461 | 893,54 | 1 293 | 909,38 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 57 329 | −22,81 | 3 029 | −22,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 121 424 | 303,89 | 6 423 | 308,26 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 98 144 | −1,60 | 5 186 | −0,75 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17 351 | 5,05 | 917 | 5,90 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17 464 | 13,52 | 923 | 14,53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103 035 | 7,75 | 5 397 | 8,48 |
