Grundläggande statistik
| Institutionella ägare | 958 total, 957 long only, 0 short only, 1 long/short - change of 1,69% MRQ |
| Genomsnittlig portföljallokering | 1.1379 % - change of −0,88% MRQ |
| Institutionella aktier (lång) | 195 428 509 (ex 13D/G) - change of 6,30MM shares 3,33% MRQ |
| Institutionellt värde (lång) | $ 14 527 278 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) har 958 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 195,428,509 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Goldman Sachs Group Inc, Morgan Stanley, Bank Of America Corp /de/, EP Wealth Advisors, Inc., LPL Financial LLC, True Link Financial Advisors, LLC, and Ameriprise Financial Inc .
Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (ARCA:BIV) 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 18, 2025 is 78,27 / share. Previously, on September 19, 2024, the share price was 78,55 / share. This represents a decline of 0,36% 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 12 632 | −17,79 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 270 | 0,42 | 330 | 1,54 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 58 082 | 12,61 | 4 492 | 13,72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 813 599 | 0,38 | 62 924 | 1,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28 120 | 4,85 | 2 175 | 5,89 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 708 | 0,00 | 55 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 68 223 | −1,88 | 5 277 | −0,79 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 144 758 | 1,53 | 11 148 | 3,79 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 135 656 | −5,21 | 10 492 | −4,26 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 5 004 | −4,08 | 387 | −3,26 | ||||
| 2025-08-12 | 13F | St. Nicholas Private Asset Management, Inc | 2 859 | −1,35 | 221 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 52 417 | −0,73 | 4 054 | 0,30 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 139 009 | 62,84 | 10 751 | 64,47 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 180 | 0,00 | 14 | 0,00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 900 | 70 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 958 | −16,68 | 229 | −15,87 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 954 | 0,63 | 74 | 1,39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 155 | 0,00 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mycio Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 24 524 | 0,51 | 1 897 | 1,50 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4 634 | 0,15 | 358 | 1,13 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 38 052 | 2 943 | ||||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3 810 | −17,14 | 295 | −16,48 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 115 603 | 3,30 | 8 912 | 4,21 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 13 436 | 15,25 | 1 039 | 16,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 967 305 | 12,48 | 693 531 | 13,61 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 583 | 2 298,48 | 122 | 2 340,00 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 42 104 | −1,24 | 3 256 | −0,25 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 3 881 | −7,68 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 79 266 | 9,08 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 35 470 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 439 152 | −0,99 | 33 964 | 0,01 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9 986 | −38,03 | 766 | −37,88 | ||||
| 2025-08-05 | 13F | Burney Co/ | 152 066 | 0,39 | 11 761 | 1,40 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 10 176 | −0,04 | 787 | 1,03 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Spring Capital Management, Llc | 16 370 | 0,94 | 1 266 | 2,01 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 90 892 | 0,80 | 7 030 | 1,81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7 778 | 19,06 | 602 | 20,20 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 167 432 | −6,29 | 12 949 | −5,35 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 1 975 344 | −2,16 | 152 773 | −1,17 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 14 046 | −7,77 | 1 086 | −6,86 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3 671 | 0,00 | 284 | 0,71 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 3 025 | −3,63 | 234 | −2,92 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 4 204 | −56,18 | 325 | −55,72 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 170 970 | −1,17 | 13 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 249 313 | −19,43 | 19 282 | −18,62 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3 982 | 1,01 | 308 | 1,99 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 60 530 | −15,18 | 4 681 | −14,33 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 200 187 | 24,89 | 15 318 | 24,81 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 41 797 | 0,55 | 3 233 | 1,57 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 140 | 1,82 | 243 | 2,54 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 813 | 0,93 | 218 | 1,88 | ||||
| 2025-08-12 | 13F | Bokf, Na | 134 574 | 9,79 | 10 408 | 10,89 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 61 329 | 1,35 | 4 696 | 3,53 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 679 989 | 0,77 | 52 590 | 1,79 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1 666 | −69,30 | 129 | −69,16 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 6 501 | 0,00 | 503 | 1,01 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 650 | −8,45 | 50 | −7,41 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 9 816 | 0,00 | 759 | 1,07 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 79 872 | −7,44 | 6 177 | −6,51 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 3 502 | 271 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 12 528 | 25,86 | 969 | 27,03 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 217 528 | 0,19 | 16 824 | 1,20 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 699 924 | 7,20 | 54 132 | 8,28 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 136 437 | 1,08 | 10 552 | 2,10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 2 854 | 1,75 | 221 | 2,80 | ||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 1 630 295 | 4,42 | 126 087 | 5,47 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 111 862 | 13,70 | 8 651 | 14,84 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 10 785 | −3,65 | 834 | −2,68 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23 131 | 0,45 | 1 789 | 1,42 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 60 199 | 0,08 | 4 656 | 1,09 | ||||
| 2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 939 | 0,02 | 1 001 | 1,01 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6 636 | −8,13 | 513 | −7,23 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 900 | 224 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9 994 | 773 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 129 168 | 198,68 | 9 990 | 201,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 335 742 | 1,27 | 490 006 | 2,29 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 39 630 | −3,26 | 3 065 | −2,30 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 4 533 | −4,19 | 351 | −3,31 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 6 561 | 0,00 | 507 | 1,00 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 84 665 | −1,42 | 6 548 | −0,44 | ||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 104 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 2 695 | −11,00 | 206 | −10,48 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 175 | 169,23 | 14 | 225,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 89 | 14,10 | 0 | |||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 7 104 | −39,97 | 549 | −39,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 167 148 | 1,02 | 12 927 | 2,04 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 56 214 | −11,85 | 4 348 | −10,96 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 977 300 | 1,18 | 307 552 | 2,21 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 7 520 | 582 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 190 464 | −6,33 | 169 410 | −5,39 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 37 812 | −0,12 | 2 924 | 0,90 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 8 271 | −0,07 | 640 | 0,95 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 31 034 | −3,38 | 2 400 | −2,40 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 108 | 8 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 65 | 5 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 7 348 | 17,16 | 568 | 18,33 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 96 638 | 7 442 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 124 295 | 12,75 | 9 613 | 13,87 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 679 | 0,00 | 207 | 0,98 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 405 | 0,00 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 93 079 | 1,46 | 7 199 | 2,48 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 166 646 | −20,19 | 12 888 | −19,39 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 231 | 250 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 555 064 | −9,46 | 43 | −8,70 | ||||
| 2025-05-13 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 85 104 | 3,63 | 6 582 | 4,68 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 71 072 | 23,04 | 5 497 | 24,26 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 6 134 | −2,94 | 474 | −1,86 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 9 746 | −6,87 | 754 | −5,99 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 70 002 | 1,56 | 5 414 | 2,58 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 338 | 59,25 | 413 | 60,94 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 48 327 | −2,90 | 3 738 | −1,92 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 960 | −1,73 | 229 | −0,87 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 264 520 | −3,43 | 20 458 | −2,46 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 6 922 | −10,09 | 535 | −9,17 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 4 752 | 0,00 | 368 | 1,10 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 9 950 | −50,00 | 770 | −49,51 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 980 | −35,69 | 230 | −35,03 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 807 | 372 | ||||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 100 823 | 7 798 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 307 | 0,00 | 178 | 1,14 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 103 188 | 241,70 | 7 901 | 250,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 300 404 | 142,93 | 23 233 | 145,38 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 3 994 | 10,51 | 309 | 11,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251 326 | 4,88 | 19 438 | 5,94 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 720 | 2,14 | 210 | 3,45 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 3 568 | 0,00 | 276 | 0,73 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 14 362 | −94,43 | 1 111 | −94,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 143 702 | 10,59 | 11 114 | 11,70 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 115 | 6,47 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 558 349 | 4,27 | 43 183 | 5,32 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 526 | 86,50 | 427 | 88,94 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 21 592 | −3,17 | 1 670 | −2,23 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 2 850 | 0,00 | 220 | 0,92 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 558 | 2,05 | 1 203 | 3,08 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 554 | 0,00 | 43 | 0,00 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 12 394 | 0,45 | 954 | 1,06 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 11 261 | 871 | ||||||
| 2025-07-18 | 13F | Brookmont Capital Management | 6 862 | 0,10 | 531 | 1,15 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 142 | −53,65 | 398 | −53,24 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 19 833 | −7,60 | 1 534 | −6,70 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 318 561 | 38,10 | 24 637 | 39,48 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 56 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 108 681 | 55,38 | 8 405 | 56,96 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4 309 | −7,13 | 322 | −9,30 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5 785 | −1,60 | 447 | −0,67 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 3 743 | 0,00 | 289 | 1,05 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 483 | −29,28 | 37 | −28,85 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 21 184 | −9,81 | 1 638 | −8,90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 861 338 | 12,20 | 143 529 | 13,20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4 609 | 356 | ||||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 9 597 | 0,00 | 742 | 1,09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 109 | 8 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 3 471 | 0,00 | 268 | 1,13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3 378 | −3,60 | 261 | −2,61 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 5 229 | 1,02 | 404 | 2,02 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 39 286 | 12,56 | 3 038 | 13,70 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 10 131 | 776 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 14 102 | 1,69 | 1 091 | 2,73 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 10 160 | 0,50 | 786 | 1,42 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 142 808 | 2,51 | 11 045 | 3,53 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 29 241 | 0,75 | 2 262 | 1,76 | ||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 11 794 | 0,00 | 903 | 2,50 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 6 983 | 11,21 | 540 | 12,50 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 34 119 | −0,18 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 6 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 14 760 | 0,00 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 46 141 | −3,67 | 3 569 | −2,70 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 15 589 | −2,81 | 1 206 | −1,87 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 25 742 | −2,26 | 1 988 | −0,60 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 2 703 | −5,46 | 209 | −4,13 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 314 776 | 3,41 | 24 036 | 3,55 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4 658 | −41,05 | 360 | −40,50 | ||||
| 2025-07-24 | 13F | Kampmann Melissa S. | 19 714 | −11,55 | 1 525 | −10,67 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 56 499 | 4,15 | 4 | 0,00 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 11 490 | 52,51 | 889 | 54,17 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 621 | 0,25 | 125 | 1,63 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 66 | 0,00 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 152 466 | 7,41 | 11 792 | 8,48 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 435 913 | 2,63 | 33 714 | 3,66 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 2 810 | 0,00 | 217 | 0,93 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6 304 | −0,72 | 488 | 0,21 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 104 | 8 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 141 | 0,00 | 243 | 0,83 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 2 716 | 0,00 | 210 | 1,45 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 46 593 | −7,54 | 3 604 | −6,61 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15 337 | 97,82 | 1 186 | 100,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12 328 | 85,58 | 953 | 87,60 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 92 822 | 33,44 | 7 179 | 34,77 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 120 802 | 4,63 | 9 343 | 5,68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 300 112 | 23,15 | 22 980 | 26,18 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 523 393 | 13,36 | 40 479 | 14,50 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 9 043 | 0,36 | 699 | 1,45 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 323 | 0,00 | 25 | 0,00 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 29 563 | −10,19 | 2 286 | −9,29 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 86 286 | 0,01 | 6 607 | 2,47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | United Bank | 22 249 | 0,00 | 1 721 | 1,00 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 42 920 | −0,46 | 3 319 | 0,55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 363 125 | 5,10 | 28 084 | 6,16 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 97 624 | 1,60 | 7 551 | 2,64 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 219 684 | 0,69 | 16 990 | 1,70 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5 992 | 36,59 | 459 | 36,72 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 63 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 5 550 | −1,77 | 437 | −1,36 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 600 438 | −10,94 | 46 | −9,80 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 772 041 | 9,86 | 59 710 | 10,97 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 8 746 | −21,67 | 676 | −20,84 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 44 320 | 2,00 | 3 428 | 3,01 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17 174 | 1,31 | 1 314 | 2,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 473 571 | 152,75 | 37 | 157,14 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 95 114 | 7 356 | ||||||
| 2025-05-02 | 13F | Jacobson & Schmitt Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3 367 | 0,00 | 260 | 1,17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22 183 | 22,61 | 1 716 | 23,83 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 20 715 | 112,22 | 1 602 | 114,46 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 61 | −19,74 | 5 | −20,00 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 60 692 | −3,16 | 4 694 | −2,19 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 4 874 | −0,33 | 377 | 0,53 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 242 | 15,14 | 1 566 | 16,27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 3 669 | −17,51 | 284 | −16,76 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 2 978 | 0,00 | 230 | 0,88 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 71 036 | 5,59 | 5 494 | 6,64 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 2 738 | −0,22 | 212 | 0,48 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 2 966 | −38,21 | 229 | −37,60 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 15 182 | −0,62 | 1 174 | 0,43 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 173 252 | −27,62 | 13 342 | −27,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 8 837 | 0,00 | 683 | 1,04 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 15 998 | 80,06 | 1 237 | 81,91 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3 694 | 0,00 | 286 | 1,06 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 20 288 | −1,98 | 1 569 | −0,95 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 24 | 2 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 920 | 0,00 | 71 | 1,45 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 64 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 96 449 | 5,04 | 7 459 | 6,10 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 139 | 0,00 | 11 | 0,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 38 052 | 1,47 | 2 943 | 2,47 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 511 320 | 7,34 | 39 597 | 9,69 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 20 834 | 602,66 | 1 610 | 606,14 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72 568 | 0,59 | 5 612 | 1,59 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 11 947 | 37,67 | 924 | 39,01 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 141 909 | −0,32 | 10 975 | 0,69 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 9 926 | −3,09 | 768 | −2,17 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 341 | 0,00 | 26 | 0,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 18 986 | 3,69 | 1 468 | 4,71 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 5 253 | 15,60 | 406 | 17,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 821 371 | 7,28 | 372 885 | 8,36 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 259 | −3,67 | 97 | −3,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2 700 | −8,23 | 209 | −7,56 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 4 568 | 1,17 | 353 | 2,32 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 155 811 | 7,81 | 12 050 | 8,89 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 704 | −26,65 | 518 | −25,89 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 22 340 | −2,01 | 1 728 | −1,03 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 426 604 | 5,22 | 32 994 | 6,28 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 6 173 | 12,50 | 477 | 13,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13 628 | 0,81 | 1 054 | 1,84 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 96 191 | 17,52 | 7 439 | 18,70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 654 680 | −0,23 | 50 633 | 0,77 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 858 672 | 29,41 | 1 226 510 | 30,71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 224 940 | −2,67 | 17 397 | −1,70 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 97 649 | 12,95 | 7 552 | 14,10 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 361 | 0,86 | 337 | 1,81 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 339 264 | 26 239 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 33 166 | −6,83 | 2 565 | −5,87 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 180 468 | 4,70 | 13 957 | 5,76 | ||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 558 110 | 2,79 | 42 818 | 4,03 | ||||
| 2025-04-10 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 633 | −4,33 | 1 209 | −3,36 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 3 780 | 0,00 | 292 | 1,04 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 1 106 | 0,00 | 86 | 1,19 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 117 | 0,00 | 9 | 12,50 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 518 | 0,00 | 40 | 2,56 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 125 053 | −3,08 | 9 672 | −2,12 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 17 940 | −0,53 | 1 387 | 0,43 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 25 091 | −60,99 | 1 941 | −60,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 46 882 | 4,99 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 61 145 | −6,54 | 4 729 | −5,61 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 423 | −16,31 | 574 | −15,46 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 78 500 | 6 071 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 23 096 | 24,49 | 1 786 | 25,77 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 5 396 | 0,45 | 417 | 3,99 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 116 406 | −2,01 | 9 003 | −1,02 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 734 | −13,00 | 289 | −12,20 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 232 | −3,12 | 173 | −2,27 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 12 499 | −3,05 | 967 | −2,13 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 216 271 | 0,10 | 16 726 | 1,10 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 232 | 250 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 274 066 | −0,05 | 21 196 | 0,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 | −94,64 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 590 | −42,04 | 46 | −41,56 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 548 651 | 0,51 | 42 433 | 1,52 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 86 | 7 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10 335 | 3,06 | 799 | 4,17 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 5 774 | −1,57 | 479 | −0,21 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 7 369 | 7,12 | 570 | 8,17 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2 593 | 201 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 2 760 | 213 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 676 | 11,87 | 284 | 13,15 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 858 | 86,54 | 994 | 88,61 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 75 | 0,00 | 6 | 0,00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 64 831 | −13,10 | 5 014 | −12,22 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 479 | 1,26 | 888 | 2,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 180 569 | 1,44 | 13 965 | 2,47 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 3 535 | −0,98 | 273 | 0,00 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 282 139 | 0,30 | 21 821 | 1,30 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8 874 | −11,48 | 686 | −9,38 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 2 675 | 0,00 | 207 | 0,98 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 759 | 44,28 | 677 | 45,91 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 44 895 | 0,00 | 3 438 | 0,00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 118 369 | 9 155 | ||||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 9 147 | −0,01 | 707 | 1,00 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 3 174 | 4,03 | 245 | 5,15 | ||||
| 2025-07-02 | 13F | InvesTrust | 11 660 | 0,00 | 902 | 1,01 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 444 925 | 3,25 | 34 411 | 4,29 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 51 280 | 13,44 | 3 966 | 14,56 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 711 | 210 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 519 845 | −1,32 | 40 205 | −0,27 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 23 422 | −0,42 | 1 811 | 0,61 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Jentner Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 15 654 | −0,62 | 1 211 | 0,33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33 707 | 3,09 | 2 607 | 4,12 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 372 748 | 98,94 | 28 828 | 100,95 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 11 240 | 5,96 | 869 | 7,02 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 188 153 | 1,75 | 14 552 | 2,78 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 15 424 | −3,38 | 1 193 | −2,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 240 | −4,76 | 19 | −5,26 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 30 028 | 4,35 | 2 322 | 5,40 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 24 274 | −3,33 | 1 877 | −2,34 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 277 480 | −0,45 | 98 800 | 0,55 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 12 218 | −13,38 | 945 | −12,59 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 13 710 | 97,84 | 1 060 | 100,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 50 711 | −1,38 | 3 922 | −0,38 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 124 | 0,81 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 7 800 | −9,30 | 603 | −8,36 | |||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 979 402 | 12,34 | 151 880 | 12,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 700 | 45,00 | 673 | 46,41 | |||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10 343 | 0,00 | 800 | 1,01 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 2 602 | 201 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 58 810 | −7,78 | 4 554 | −6,85 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 33 691 | 3,16 | 2 606 | 4,20 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 5 596 | −5,33 | 433 | −4,42 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8 087 | 27,33 | 625 | 28,60 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 22 961 | −11,99 | 1 758 | −9,80 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 132 411 | 1,06 | 10 241 | 2,07 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 219 076 | 5,39 | 16 943 | 6,45 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 7 028 | −8,26 | 544 | −5,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 710 | 13,80 | 364 | 15,19 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 260 | −7,95 | 329 | −7,06 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 238 | 18 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 21 691 | 2,82 | 1 678 | 3,84 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 43 914 | 3,65 | 3 396 | 4,69 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 389 565 | 2,36 | 30 129 | 3,39 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 93 | 7 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 242 656 | −19,14 | 18 767 | −18,33 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26 095 | 2,66 | 2 018 | 3,70 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 255 | −49,00 | 20 | −50,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6 489 | 0,03 | 502 | 1,01 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 33 842 | 4,47 | 2 617 | 5,52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 835 852 | 5,39 | 64 645 | 6,45 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5 775 | −9,20 | 447 | −8,23 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 351 692 | 1,76 | 27 200 | 2,78 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 165 859 | 35,09 | 12 828 | 36,44 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 8 826 | 9,34 | 683 | 10,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 890 | 0,57 | 2 002 | 1,57 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 904 | 34,70 | 457 | 36,12 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 346 | 0,00 | 27 | 0,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 11 395 | 84,59 | 881 | 86,65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 780 | −38,55 | 2 149 | −37,94 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 85 264 | 6 594 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 15 819 | −2,96 | 1 223 | −2,00 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 220 905 | 23,55 | 17 085 | 24,79 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 15 434 | −20,34 | 1 187 | −20,03 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 324 630 | 2,29 | 24 906 | 2,49 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 307 | 0,00 | 101 | 1,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 812 | −17,86 | 140 | −16,67 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 8 330 | 1,15 | 644 | 2,22 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 392 430 | 4,22 | 30 351 | 5,26 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 26 425 | −3,44 | 2 044 | −2,48 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 367 | 3,85 | 338 | 4,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 523 311 | 1,11 | 40 473 | 2,12 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 3 892 | −2,63 | 301 | −1,63 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 33 083 | −0,82 | 2 559 | 0,16 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 700 | 34,67 | 363 | 35,96 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 14 261 | 101,43 | 1 103 | 103,32 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 61 047 | −4,08 | 4 721 | −3,12 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 18 808 | −32,38 | 1 440 | −30,84 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 48 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 213 589 | 13,89 | 16 519 | 15,03 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 205 405 | 1,65 | 15 728 | 4,15 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 834 | −29,50 | 683 | −28,78 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 4 161 | 0,00 | 319 | 2,58 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 135 515 | 5,37 | 10 481 | 6,43 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 876 595 | 1,74 | 67 550 | 3,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 291 646 | 9,00 | 99 896 | 10,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 071 963 | 12,56 | 469 606 | 13,69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 380 | 0,00 | 29 | 0,00 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 67 689 | 0,00 | 5 305 | 0,00 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 155 102 | 0,00 | 11 996 | 1,00 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 8 056 | −13,42 | 623 | −12,50 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 87 257 | 38,20 | 6 748 | 39,59 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15 024 | 11,93 | 1 162 | 13,05 | ||||
| 2025-04-08 | 13F | First Community Trust Na | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 830 | −19,55 | 296 | −18,68 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 439 | 0,23 | 34 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 206 | −89,15 | 93 | −88,80 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 502 | 0,22 | 348 | 1,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124 834 | −8,44 | 9 655 | −7,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 562 434 | 5,53 | 275 519 | 6,59 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 244 431 | 8,10 | 18 904 | 9,18 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 565 | 9,24 | 0 | |||||
| 2025-07-21 | 13F | HT Partners LLC | 21 261 | −0,36 | 1 644 | 0,67 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 813 | 2,76 | 449 | 3,70 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 523 825 | 2,95 | 37 479 | 4,23 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 21 194 | 2,64 | 1 639 | 3,67 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 423 078 | 11,15 | 32 721 | 12,27 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 28 663 | −30,64 | 2 | −33,33 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 476 676 | 8,69 | 36 866 | 9,79 | ||||
| 2025-07-16 | 13F | American National Bank | 236 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 67 651 | −7,61 | 5 232 | −6,67 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 5 371 | 4,78 | 415 | 5,87 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 113 032 | 50,43 | 8 742 | 51,94 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 85 586 | 0,00 | 6 619 | 1,01 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3 426 | 0,59 | 265 | 1,54 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 26 550 | −2,36 | 2 053 | −1,39 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 158 | 36,21 | 12 | 50,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 747 | 5,01 | 212 | 6,00 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 106 232 | −7,25 | 8 216 | −6,32 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 3 835 | −1,03 | 297 | 0,00 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 51 869 | 45,06 | 4 012 | 46,55 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 624 | 2,30 | 48 | 6,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9 388 | 726 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 99 966 | −24,75 | 7 731 | −23,99 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 82 378 | 2,15 | 6 371 | 3,19 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 41 296 | 3,06 | 3 194 | 4,07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 16 522 | 3,40 | 1 278 | 4,42 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 6 305 | −5,30 | 488 | −4,32 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3 203 | 0,72 | 248 | 1,65 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 379 | 0,00 | 29 | 0,00 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 25 415 | −4,24 | 1 966 | −3,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 448 709 | 5,13 | 34 703 | 6,19 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 823 | −26,71 | 64 | −25,88 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 86 | 2,38 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 38 466 | −2,30 | 2 975 | −1,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38 274 | 1,07 | 2 960 | 2,10 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 13 196 | 0,00 | 1 021 | 0,99 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 74 662 | 0,75 | 5 774 | 1,76 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 35 052 | 25,69 | 2 678 | 25,43 | ||||
| 2025-08-08 | 13F | Rakuten Securities, Inc. | 5 | 0,00 | 0 | |||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 23 689 | −4,16 | 1 832 | −3,17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 514 | 1,88 | 581 | 3,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 332 322 | −2,44 | 489 742 | −1,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 334 | 26 | ||||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 2 895 | 224 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 890 | 4,75 | 1 229 | 8,38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 237 | −16,68 | 250 | −15,82 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 33 673 | 3,60 | 2 578 | 6,13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29 678 | −4,71 | 2 295 | −3,73 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 140 | −1,43 | 165 | −0,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 972 752 | 1,81 | 75 233 | 2,83 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 42 670 | 3 300 | ||||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 445 701 | 45,19 | 34 471 | 46,65 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3 401 | 0,18 | 263 | 1,54 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 372 | 29 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 479 154 | 0,21 | 37 058 | 1,21 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 280 173 | 4,68 | 21 669 | 5,73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 387 | 0,00 | 30 | 0,00 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 3 790 | −9,27 | 293 | −8,15 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 2 813 | −2,60 | 218 | −1,81 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 4 217 | 43,00 | 326 | 44,89 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8 071 | 0,00 | 1 | |||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 113 056 | 8 639 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 38 | 137,50 | 3 | 100,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 55 394 | −3,11 | 4 284 | −2,12 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 3 961 | −38,41 | 306 | −37,80 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 63 198 | 3,71 | 4 888 | 4,76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 8 445 | −0,72 | 653 | 0,31 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 9 694 | 11,49 | 750 | 12,63 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 25 866 | −50,97 | 2 001 | −50,48 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 576 | 12,25 | 586 | 13,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 873 950 | −1,13 | 68 | 0,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 21 314 | 7,05 | 1 648 | 8,14 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 346 170 | 0,18 | 26 773 | 1,19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 405 | −23,90 | 495 | −23,14 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 420 | −0,02 | 651 | 1,09 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 389 373 | 0,38 | 30 114 | 1,39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 118 | 396 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8 074 | 5,99 | 618 | 8,61 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4 914 | 65,40 | 380 | 67,40 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 92 235 | 4,34 | 7 133 | 5,39 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 6 899 | −2,72 | 534 | −1,66 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 284 | 61,84 | 409 | 63,20 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 17 330 | −3,62 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 206 | −6,37 | 93 | −5,10 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3 812 | −32,26 | 295 | −31,63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 320 899 | 5,08 | 102 158 | 6,13 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 243 888 | 6,22 | 19 | 5,88 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 10 093 | 0,20 | 781 | 1,17 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 2 743 | 2,39 | 212 | 3,41 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5 226 | −0,59 | 404 | 0,50 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 37 421 | −72,62 | 2 894 | −72,35 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 500 | 116 | ||||||
| 2025-07-11 | 13F | Thomasville National Bank | 5 500 | −0,99 | 425 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 115 761 | −2,76 | 8 953 | −1,79 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 288 | −1,26 | 254 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 200 | −32,43 | 15 | −31,82 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3 304 | 0,00 | 256 | 1,19 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 4 832 | 374 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 903 | −6,26 | 225 | −5,49 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 36 936 | −1,39 | 2 857 | −0,42 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10 889 | 1,10 | 838 | 1,70 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 091 | 84 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 18 332 | −2,71 | 1 418 | −1,73 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 113 755 | −2,31 | 8 798 | −1,33 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 051 867 | −0,35 | 81 | 1,25 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14 522 | −7,17 | 1 123 | −6,18 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 347 | 0,00 | 335 | 0,60 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 458 | 964 | ||||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 108 | 0,00 | 163 | 1,24 | ||||
| 2025-07-31 | 13F | City State Bank | 156 251 | −1,77 | 12 084 | −0,78 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 804 530 | 21,78 | 62 222 | 23,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 675 | 0,00 | 284 | 1,07 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 079 264 | 5,96 | 238 150 | 7,03 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wealthquest Corp | 3 167 | 6,49 | 245 | 7,49 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 7 667 | 0,01 | 593 | 1,02 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 128 640 | 9 949 | ||||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 19 256 | 0,00 | 1 489 | 1,02 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 10 900 | 0,00 | 843 | 1,08 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 653 331 | 2,41 | 127 869 | 3,44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 570 | −3,51 | 276 | −2,47 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 2 960 | 229 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 528 | −51,14 | 118 | −50,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 115 | 0,00 | 9 | 0,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 146 794 | 47,63 | 11 353 | 49,13 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 127 | 0,57 | 165 | 1,86 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4 580 | −1,40 | 354 | −0,28 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178 944 | −3,19 | 13 840 | −1,82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 923 304 | 20,12 | 148 748 | 21,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 055 | 40,09 | 932 | 41,64 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5 634 | 23,69 | 436 | 25,00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 12 532 | 9,14 | 969 | 10,24 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 182 | −30,53 | 14 | −30,00 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 7 896 | 1,02 | 611 | 2,01 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 258 330 | 5,76 | 19 979 | 6,83 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 89 780 | 0,61 | 6 944 | 1,62 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 16 379 | 0,00 | 1 267 | 0,96 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 13 113 | −14,43 | 1 014 | −13,55 | ||||
| 2025-04-17 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 263 024 | 5,63 | 20 | 5,26 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 541 909 | 7,83 | 41 911 | 8,92 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 29 095 | 2 216 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 10 863 | 0,00 | 840 | 1,08 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 14 048 | −27,86 | 1 086 | −27,16 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 26 092 | 3,17 | 2 018 | 4,18 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 830 | −3,28 | 219 | −2,68 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 39 546 | −2,23 | 3 058 | −1,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 069 | 0,16 | 237 | 1,28 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 49 331 | −0,11 | 3 815 | 0,90 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 15 576 | 30,85 | 1 208 | 32,89 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7 333 | 0,12 | 567 | 1,25 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 883 | −32,15 | 378 | −31,58 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 35 685 | −0,61 | 2 760 | 0,36 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 583 192 | 1,48 | 45 125 | 2,55 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 5 912 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8 157 | −0,21 | 631 | 0,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 886 | 2,58 | 533 | 3,50 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 568 | 0,00 | 121 | 0,83 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 42 173 | −14,36 | 3 262 | −13,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 530 319 | 12,92 | 41 | 17,14 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 101 | 1,01 | 85 | 2,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 164 | −25,36 | 1 173 | −24,63 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 22 958 | 14,20 | 1 776 | 15,33 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 5 900 | 0,00 | 456 | 1,11 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 75 767 | 23,58 | 5 860 | 24,82 | ||||
| 2025-07-23 | 13F | Matisse Capital | 32 732 | 0,00 | 2 531 | 1,00 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 51 975 | 1,83 | 4 020 | 2,84 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 170 374 | −1,00 | 13 177 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 400 | 177,78 | 31 | 172,73 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 24 139 | 102,53 | 2 | |||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 101 267 | −2,98 | 7 832 | −2,00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 564 | −4,86 | 276 | −3,85 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 547 | 0,00 | 352 | 0,86 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 5 529 | −8,38 | 423 | −6,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 82 272 | 260,67 | 6 363 | 264,38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 754 | 9,85 | 754 | 11,06 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 14 756 | 0,00 | 1 141 | 1,06 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 316 | 256 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 8 368 | −72,44 | 647 | −72,16 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 133 908 | 3,73 | 10 356 | 4,78 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 6 089 | 8,04 | 471 | 9,79 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9 997 | 6,82 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 220 951 | 17 088 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25 418 | 1,46 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6 757 | 523 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 206 | −26,33 | 93 | −23,77 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 150 | −23,25 | 321 | −22,71 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 521 | 3,64 | 504 | 4,78 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 54 253 | 3,51 | 4 196 | 4,54 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 360 206 | 2,91 | 27 858 | 3,95 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 137 338 | −4,45 | 10 622 | −3,49 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 050 | −11,55 | 545 | −10,66 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Private Management Group Inc | 5 449 | 0,00 | 421 | 0,96 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 324 141 | 0,18 | 25 069 | 1,19 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 160 984 | 2,27 | 12 451 | 3,29 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 34 218 | 1,79 | 2 646 | 2,84 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5 445 | 0,00 | 421 | 1,20 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 214 | 0,00 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 89 597 | −12,03 | 6 929 | −11,14 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 44 743 | 5,19 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 418 808 | −13,03 | 32 391 | −12,16 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 281 002 | 4 229,77 | 21 733 | 4 281,45 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 1 975 344 | −2,16 | 152 773 | −1,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94 672 | 69,08 | 7 322 | 70,77 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 6 187 | −2,03 | 478 | −1,04 | ||||
| 2025-05-05 | 13F | Summit Wealth & Retirement Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 824 | 23,08 | 837 | 24,37 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 47 594 | −1,46 | 3 681 | −0,49 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5 562 | −13,71 | 430 | −12,78 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 11 060 | 0,14 | 855 | 1,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 512 | 0 | ||||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 326 792 | −0,24 | 25 274 | 0,76 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3 568 | −20,00 | 276 | −19,35 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2 988 | 0,00 | 231 | 1,32 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 38 031 | −2,63 | 2 941 | −1,64 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 375 078 | −6,82 | 29 009 | −5,88 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 4 498 | 0,20 | 348 | 1,17 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 6 768 | 522 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 33 434 | 1,84 | 2 586 | 2,87 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 44 340 | −19,43 | 3 429 | −18,63 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4 124 | −0,94 | 319 | 0,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 150 | 0,00 | 89 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44 075 | 4,56 | 3 409 | 5,61 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 10 542 | −46,91 | 815 | −46,38 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 183 | 3,21 | 324 | 4,19 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 9 864 | 110,68 | 763 | 112,85 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 735 | 0,00 | 134 | 1,52 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 77 000 | 0,00 | 5 955 | 1,02 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 26 593 | −4,31 | 2 057 | −3,38 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 62 714 | −2,18 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 3 504 | 0,29 | 271 | 1,12 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 542 | −8,38 | 274 | −7,77 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 63 | −93,42 | 5 | −94,37 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 011 | −70,66 | 233 | −70,45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 104 608 | −55,44 | 8 | −52,94 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 89 189 | 0,39 | 6 898 | 1,40 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 288 | 0,00 | 22 | 0,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 500 | 193 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 3 445 | 0,03 | 266 | 1,14 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 870 | 531 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 33 287 | −89,58 | 2 574 | −89,48 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 728 | −5,09 | 830 | −4,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 510 | 2,44 | 5 024 | 4,19 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 876 | 0,93 | 377 | 2,17 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 739 | 0,56 | 985 | 1,55 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 5 348 | −28,15 | 410 | −27,94 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 17 443 | −6,80 | 1 349 | −5,86 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 6 961 | 538 | ||||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 21 291 | 127,52 | 1 647 | 135,48 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 79 926 | −23,79 | 6 181 | −23,03 | ||||
| 2025-04-15 | 13F | Traction Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4 348 | 336 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 17 425 | 0,00 | 1 348 | 0,97 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 820 | 2,77 | 211 | 0,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 9 500 | 1,02 | 729 | 2,39 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 322 252 | 11,26 | 24 923 | 12,38 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9 713 | 7,85 | 751 | 9,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 5 149 | −0,66 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 110 | 9 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 32 826 | 2,29 | 2 539 | 3,30 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 120 005 | 4,13 | 9 281 | 5,18 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 6 952 | 98,01 | 538 | 100,37 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 190 063 | 1,61 | 14 700 | 2,64 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 144 | 0,76 | 398 | 1,79 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 15 699 | 0,00 | 1 214 | 1,00 | ||||
| 2025-05-15 | 13F | Lebenthal Global Advisors, LLC | 0 | −100,00 | 0 |
Other Listings
| MX:BIV |
