Grundläggande statistik
| Institutionella ägare | 1711 total, 1709 long only, 0 short only, 2 long/short - change of 1,65% MRQ |
| Genomsnittlig portföljallokering | 1.7179 % - change of −9,83% MRQ |
| Institutionella aktier (lång) | 1 109 782 610 (ex 13D/G) - change of 37,15MM shares 3,46% MRQ |
| Institutionellt värde (lång) | $ 78 946 029 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) har 1711 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,109,782,610 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Morgan Stanley, Vanguard Group Inc, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Allworth Financial LP, Bank Of America Corp /de/, and Sagespring Wealth Partners, Llc .
Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (NasdaqGM:BND) 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 74,57 / share. Previously, on September 13, 2024, the share price was 75,44 / share. This represents a decline of 1,15% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 319 | −18,39 | 760 | −18,21 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 853 | −6,88 | 873 | −6,64 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 124 | −87,94 | 9 | −88,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 173 | −6,18 | 307 | −5,83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 984 103 | 2 237,26 | 72 460 | 2 244,19 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2 929 | −0,81 | 215 | 0,94 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 128 510 | 44,59 | 7 077 | 8,39 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 4 499 | 0,00 | 331 | 0,30 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 105 826 | −0,54 | 7 792 | −0,29 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 17 496 876 | 0,07 | 19 384 | 4,56 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3 417 | −2,62 | 252 | −2,33 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3 953 | −21,13 | 291 | −20,92 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 400 700 | 29 504 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 5 425 | 399 | ||||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 10 200 | −1,45 | 751 | −1,18 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 20 658 | −0,06 | 1 521 | 0,20 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 8 954 | −13,54 | 659 | −13,29 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 28 634 | 3 179,95 | 2 108 | 3 193,75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 641 785 | 2,09 | 120 885 | 2,34 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 48 691 | −3,99 | 3 585 | −3,73 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13 326 | −0,04 | 981 | 0,20 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 5 995 | −18,71 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 412 267 | 9,83 | 1 061 175 | 10,10 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 883 | −18,44 | 360 | −18,22 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5 625 | −19,15 | 414 | −18,82 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 24 557 | −12,58 | 1 808 | −12,36 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 17 173 | 2,28 | 1 264 | 2,51 | ||||
| 2025-07-30 | NP | DRAI - Draco Evolution AI ETF | 27 188 | 1 978 | ||||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 26 854 | 1,82 | 1 977 | 2,07 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 637 | 0,95 | 47 | 0,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 25 512 | 0,00 | 1 878 | 0,27 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 31 888 | −0,24 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 69 674 | 1,58 | 5 130 | 1,85 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 675 | 123 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 118 900 | 88,96 | 8 755 | 89,44 | ||||
| 2025-08-12 | 13F | Bokf, Na | 55 999 | 22,46 | 4 123 | 22,78 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 4 506 | −6,67 | 332 | −6,50 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22 261 | 252,62 | 1 639 | 254,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 150 175 | 2,42 | 11 057 | 2,67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10 990 | 3,78 | 809 | 4,12 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 31 024 | 270,21 | 2 284 | 271,38 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 484 | 0,00 | 36 | 0,00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 867 313 | −14,25 | 63 175 | −14,96 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 12 534 | −23,56 | 923 | −23,42 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 118 367 | 8 715 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 101 612 | 15,75 | 7 482 | 16,04 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 6 154 | −9,26 | 453 | −9,04 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32 009 | −9,90 | 2 357 | −9,70 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 575 | 0,00 | 42 | 0,00 | ||||
| 2025-05-08 | 13F | University Of Chicago | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 6 381 | −4,63 | 470 | −4,48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89 190 | 22,60 | 6 567 | 22,91 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 23 868 | 16,10 | 1 757 | 16,43 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 540 | 0,00 | 40 | 0,00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 39 848 | 62,54 | 2 934 | 63,00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1 188 284 | 3,05 | 87 493 | 3,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 106 399 | 13,89 | 7 834 | 14,18 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48 870 | −14,44 | 3 598 | −14,23 | ||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 42 012 | −1,49 | 3 093 | −1,25 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 595 | −13,90 | 633 | −13,78 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 63 280 | −3,98 | 4 659 | −3,74 | ||||
| 2025-05-09 | 13F | Natural Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 286 | −25,25 | 905 | −25,10 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 397 248 | 29 249 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 141 397 | 7,99 | 10 411 | 8,26 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 3 889 | 286 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 23 183 | −28,61 | 1 707 | −28,47 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 959 | −0,65 | 733 | −0,41 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 486 791 | 0,34 | 35 842 | 0,58 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6 089 | 448 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 352 611 | −3,28 | 25 963 | −3,05 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 9 395 | 34,62 | 1 | |||||
| 2025-05-08 | 13F | Torray Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 33 532 | 14,46 | 2 469 | 14,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 470 537 | −12,46 | 108 276 | −12,25 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 693 913 | 0,43 | 124 723 | 0,68 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 8 627 | 0,96 | 635 | 1,28 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 4 335 | −10,75 | 319 | −10,39 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 300 | 22 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 251 436 | 45,46 | 92 143 | 45,81 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 93 694 | 0,86 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 10 093 | 743 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 916 | 844,33 | 67 | 857,14 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4 773 | 5,78 | 351 | 6,04 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 684 | −0,68 | 345 | −0,58 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 980 | 72 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 117 164 | 20,24 | 156 | 20,16 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 22 101 | −29,56 | 1 627 | −29,38 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10 518 | −0,42 | 774 | −0,13 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 14 603 | −15,11 | 1 075 | −14,89 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 117 430 | 6,84 | 8 646 | 7,10 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 83 640 | −12,04 | 6 158 | −11,81 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 4 323 | 0,00 | 318 | 2,58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4 781 | −32,78 | 352 | −32,57 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 142 | −12,94 | 379 | −12,70 | ||||
| 2025-04-24 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 288 362 | 264,21 | 21 232 | 265,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 365 | 0,81 | 174 | 1,16 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 19 490 | −7,48 | 1 435 | −7,24 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 23 888 | 11,14 | 1 759 | 11,41 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26 789 | 62,50 | 1 973 | 62,98 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 115 | 8 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 6 983 | −0,94 | 514 | −0,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 619 | −2,35 | 2 034 | −2,12 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 479 230 | 55,22 | 108 911 | 60,67 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3 087 | −91,41 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 30 850 | −2,96 | 2 271 | −2,74 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 854 729 | 17,78 | 62 934 | 20,37 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4 223 | 0,00 | 311 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 27 971 | −5,25 | 2 060 | −5,03 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8 527 | 0,65 | 628 | 0,80 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 37 402 | 24,33 | 2 754 | 24,63 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 38 803 | −2,65 | 2 857 | −2,39 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 15 631 | −1,54 | 1 151 | −1,37 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 20 245 | −52,28 | 1 491 | −52,18 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 1 262 853 | −4,37 | 92 984 | −4,14 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 25 | 13,64 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 992 | 3 715,38 | 73 | 7 200,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 445 692 | 0,16 | 32 816 | 0,40 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 208 | 0,00 | 15 | 0,00 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 23 725 | −35,41 | 1 709 | −36,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 995 261 | 1,12 | 73 281 | 1,37 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 7 929 | 584 | ||||||
| 2025-08-12 | 13F/A | Boston Partners | 43 150 | 1,99 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 26 200 | 3 881,76 | 1 929 | 4 004,26 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 127 662 | 2,77 | 9 400 | 3,01 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 18 334 | −0,14 | 1 350 | 0,07 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 923 | 0,00 | 68 | 0,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 893 | 50,84 | 66 | 51,16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 68 516 | −8,66 | 5 045 | −8,44 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 89 454 | −12,61 | 6 565 | −12,17 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 757 051 | −1,93 | 129 372 | −1,69 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 26 402 | 9,87 | 1 939 | 9,73 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6 640 | −5,70 | 489 | −5,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 422 561 | −19,86 | 398 336 | −19,48 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 3 627 | −25,57 | 267 | −25,21 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 356 840 | 9,70 | 26 274 | 9,97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 16 451 | −3,68 | 1 211 | −3,43 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 146 796 | −6,41 | 10 809 | 98 154,55 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 12 226 | 29,43 | 900 | 29,87 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 184 | 0,00 | 14 | 0,00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 55 847 | −12,89 | 4 112 | −12,66 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 134 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 289 461 | 9,25 | 21 313 | 9,52 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 6 509 | −11,16 | 473 | −11,42 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5 275 | 36,13 | 388 | 36,62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 64 226 | −0,15 | 4 729 | 0,08 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 413 539 | 1,91 | 30 449 | 2,16 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 14 926 | −94,43 | 1 099 | −94,42 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2 895 | 0,00 | 213 | 0,47 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 114 206 | 8 409 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20 249 | 126,07 | 1 491 | 126,79 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 15 852 | −3,03 | 1 167 | −2,75 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 4 821 | 355 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 628 | 35,01 | 341 | 35,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 374 914 | 10,44 | 27 605 | 10,71 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 38 512 | −2,53 | 2 836 | −2,31 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 16 089 | 11,73 | 1 185 | 12,02 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 19 556 | −2,27 | 1 440 | −2,04 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 618 | −6,46 | 266 | −6,34 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 52 619 | −42,93 | 3 874 | −42,79 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 225 866 | 4,55 | 16 604 | 4,64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 57 381 | −2,68 | 4 225 | −2,45 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 13 497 | 93,73 | 994 | 94,32 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 13 623 | 1 003 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 534 506 | 2,31 | 111 773 | 2,54 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 29 050 | 0,00 | 2 139 | 0,23 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3 889 | −38,16 | 286 | −37,96 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 508 973 | 2,53 | 111 106 | 2,78 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 679 727 | 15,47 | 50 048 | 15,76 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3 092 | 0,00 | 228 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5 662 | −6,46 | 417 | −6,31 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 203 326 | 1,04 | 14 971 | 1,29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47 170 | 8,11 | 3 473 | 8,40 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 9 145 | −2,90 | 673 | −2,60 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 326 406 | 8,55 | 24 033 | 8,82 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 33 545 | 4,14 | 2 470 | 4,40 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 179 435 | 16,69 | 13 212 | 16,97 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 22 599 | 80,71 | 1 664 | 81,15 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4 418 | 0,00 | 325 | 0,31 | ||||
| 2025-07-17 | 13F | City Holding Co | 31 998 | 5,79 | 2 356 | 6,03 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9 213 | 1,97 | 678 | 2,26 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 5 437 226 | 10,02 | 398 005 | 10,93 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 3 324 | 243 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 27 522 | 1,12 | 2 026 | 1,35 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 39 800 | 0,00 | 2 896 | −1,19 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 36 934 | −21,39 | 2 719 | −21,19 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 985 | −63,72 | 220 | −63,74 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7 828 | 6,69 | 576 | 7,06 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 452 | −17,92 | 549 | −17,72 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17 835 | 4,07 | 1 313 | 4,37 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 123 674 | 3,64 | 9 106 | 3,90 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1 639 | 9,12 | 121 | 9,09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 44 | 3 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 320 713 | 1,64 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 7 945 | −47,87 | 585 | −47,81 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 408 | 103 | ||||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 148 013 | −0,89 | 10 898 | −0,64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 379 | 28 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 33 538 | −10,63 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 194 | 233 | ||||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 2 102 885 | 2,92 | 154 835 | 3,17 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55 808 | −28,26 | 4 109 | −28,08 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8 139 | −31,37 | 599 | −31,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 60 026 | 72,97 | 4 420 | 69,57 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 20 904 | −10,18 | 1 539 | −9,95 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 113 769 | −36,63 | 8 377 | −36,48 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3 000 | 0,00 | 221 | 0,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 16 526 | −1,28 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 842 377 | 16,36 | 62 024 | 16,65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 52 712 | 14,70 | 3 881 | 14,99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 47 594 | 5,32 | 3 497 | 5,24 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 183 406 | 1,30 | 13 504 | 1,55 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 19 745 | −2,61 | 1 448 | −2,75 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 21 458 | −3,75 | 1 580 | −3,54 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 6 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 308 340 | −8,27 | 22 703 | −8,05 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 56 476 | 4 158 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 285 949 | 3,42 | 94 684 | 3,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25 247 145 | 2,24 | 1 858 947 | 2,49 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 226 | 0,00 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 60 966 | 54,91 | 4 489 | 55,29 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 169 387 | −0,05 | 12 472 | 0,19 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 92 209 | 7,00 | 6 789 | 7,27 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 088 | 0,00 | 80 | 1,27 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 190 236 | 2,38 | 14 | 7,69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 129 905 | 0,51 | 9 565 | 2,32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 171 262 | 0,51 | 12 610 | 0,77 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 588 404 | 3,27 | 116 096 | 3,96 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 35 312 | −30,51 | 2 600 | −30,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29 484 | −22,67 | 2 171 | −22,50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370 384 | −2,04 | 27 271 | −1,80 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 446 128 | 0,29 | 32 848 | 0,54 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 4 891 | 0,00 | 360 | 0,28 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 24 951 | −15,35 | 2 | −50,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 805 | −10,47 | 280 | −10,26 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7 529 | 2,35 | 554 | 2,59 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 250 | −71,66 | 18 | −71,87 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 47 024 | −2,84 | 3 462 | −2,59 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 104 751 | 0,00 | 7 623 | −1,21 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 406 | 2,53 | 30 | 0,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 648 141 | −2,53 | 47 723 | −2,30 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 217 562 | −0,67 | 16 019 | −0,42 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 8 298 | −1,08 | 611 | −0,97 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 92 268 | −0,16 | 6 794 | 0,07 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 51 915 | 1,22 | 3 822 | 1,46 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 47 320 | 87,52 | 3 484 | 88,02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 59 197 | −0,97 | 4 359 | −0,73 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 101 964 | −6,24 | 7 508 | −4,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 337 892 | 26,60 | 24 879 | 26,91 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 6 724 | 490 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 995 | 13,79 | 294 | 14,40 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 4 417 717 | 51,70 | 325 277 | 52,07 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 13 818 | 11,68 | 1 017 | 12,00 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 624 763 | 11,62 | 45 854 | 11,90 | ||||
| 2025-08-13 | 13F | ESG Planning | 210 395 | 15,65 | 15 491 | 15,94 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 787 | −1,14 | 352 | −0,85 | ||||
| 2025-07-24 | NP | SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF | 589 848 | 7,83 | 42 923 | 6,52 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 93 693 | 0,23 | 6 899 | 0,48 | ||||
| 2025-07-11 | 13F | Bell Bank | 6 369 | 469 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 226 343 | 6,02 | 16 625 | 8,29 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 5 964 | −65,64 | 439 | −65,54 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 748 | −2,16 | 644 | −1,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 254 648 | −1,00 | 18 750 | −0,76 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 6 330 | 0,00 | 465 | 0,00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4 905 | −7,30 | 361 | −6,96 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 33 975 | 33,98 | 2 502 | 34,32 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 21 582 | 0,00 | 1 589 | 0,25 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 32 346 | 1,88 | 2 382 | 2,15 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4 317 | 3,35 | 318 | 3,59 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6 972 | −4,74 | 513 | −4,47 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 13 212 | −0,55 | 973 | 0,93 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 61 366 | −6,69 | 4 518 | −6,46 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 230 512 | 5,07 | 16 973 | 5,32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2 747 | 272,22 | 202 | 274,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 21 991 | −0,68 | 1 619 | −0,43 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 41 813 | −9,59 | 3 071 | −7,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 71 093 | 8,12 | 5 235 | 8,39 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 35 235 | 11,50 | 2 594 | 11,76 | ||||
| 2025-05-28 | NP | VBINX - Vanguard Balanced Index Fund Investor Shares | 500 000 | 17,64 | 36 725 | 20,16 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23 573 | −6,50 | 1 736 | −6,27 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 21 780 | 1 604 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18 915 | −0,96 | 1 393 | −0,71 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 50 282 | −2,40 | 3 702 | −2,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 135 001 | −10,70 | 9 943 | −10,49 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 32 562 | 1,49 | 2 397 | 1,74 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6 629 | 488 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 562 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 32 489 | −18,75 | 2 392 | −18,53 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 65 597 | 13,31 | 4 830 | 13,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 461 911 | 5,70 | 34 011 | 5,96 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6 365 | −1,01 | 469 | −0,85 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 128 | −1,54 | 230 | −1,29 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11 135 | −4,64 | 820 | −4,43 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5 951 | 3,60 | 438 | 4,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 637 262 | −2,74 | 120 550 | −2,50 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 490 | −27,31 | 920 | −27,18 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 1 749 | −7,26 | 128 | −7,25 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12 007 | 884 | ||||||
| 2025-08-01 | 13F | Providence First Trust Co | 57 176 | 10,04 | 4 210 | 10,53 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 48 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 139 | −11,24 | 378 | −11,06 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 14 004 | 36,89 | 1 031 | 40,27 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 316 222 | 40,10 | 23 283 | 40,45 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 129 697 | 7,66 | 9 550 | 7,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1 808 815 | −0,03 | 133 129 | 0,20 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 37 343 | 17,74 | 2 750 | 18,03 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 25 691 | 8,16 | 1 892 | 8,43 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 103 758 | −1,47 | 7 640 | −1,23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 63 953 | −18,99 | 4 697 | −17,20 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 461 930 | −11,71 | 34 | −10,53 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3 378 | 249 | ||||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 159 034 | −3,49 | 11 573 | −4,66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 762 705 | 0,69 | 277 048 | 0,93 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 811 765 | 3,45 | 59 770 | 3,70 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 243 881 | −0,51 | 17 957 | −0,27 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7 813 | 108,68 | 575 | 109,85 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 408 | 0,00 | 251 | 0,00 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 633 811 | 7,55 | 46 668 | 7,81 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 171 209 | 40,99 | 12 606 | 41,34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 160 401 | 98,08 | 306 330 | 98,57 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 109 133 | 2,72 | 8 035 | 2,97 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 72 980 | 0,00 | 5 311 | −1,21 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 83 763 | 5,08 | 6 167 | 5,35 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 5 995 | −0,10 | 441 | 0,23 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 756 | −25,61 | 202 | −26,10 | ||||
| 2025-05-08 | 13F | Fiduciary Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 567 | 189,29 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 8 553 | −9,00 | 628 | −8,99 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 845 | 139,25 | 1 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3 313 | 242 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 171 631 | −16,37 | 12 637 | −15,22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18 226 391 | −0,81 | 1 342 009 | −0,56 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 64 722 | 0,00 | 4 765 | 0,25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46 471 | −30,88 | 3 421 | −30,72 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 18 094 | −1,48 | 1 332 | −1,19 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 249 | 18 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 64 432 | 23,65 | 4 744 | 26,61 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 4 533 | 332 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3 125 | 229 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 65 108 | 4 794 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 25 754 | −3,55 | 1 896 | −3,31 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 126 895 | −32,57 | 9 343 | −32,40 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 337 903 | 3,97 | 24 880 | 4,23 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 78 303 | −9,56 | 5 765 | −9,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 162 416 | −9,30 | 11 959 | −9,08 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 33 686 | 1,24 | 2 480 | 1,51 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 10 559 | 5,72 | 774 | 6,77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 566 241 | −3,63 | 41 692 | −3,39 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 3 448 | 0,00 | 250 | −1,19 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 47 294 | 0,99 | 3 482 | 1,25 | ||||
| 2025-07-16 | 13F | American National Bank | 1 234 | 928,33 | 91 | 1 025,00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 143 767 | 55,28 | 10 586 | 55,66 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11 420 | 92,09 | 841 | 92,66 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 18 923 | −2,57 | 1 393 | −2,31 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 13 723 | −54,94 | 1 002 | −55,07 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2 994 | 220 | ||||||
| 2025-04-14 | 13F | Lpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 41 743 | −27,16 | 3 073 | −26,99 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 38 055 | 2,82 | 2 802 | 3,05 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 76 902 | 14,79 | 5 662 | 15,08 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 230 816 | 0,30 | 16 995 | 0,55 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 3 000 | 0,00 | 221 | 0,00 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 85 515 | −0,29 | 6 296 | −0,05 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 8 121 | 4,18 | 598 | 4,37 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9 646 | 839,24 | 710 | 846,67 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 213 874 | 3,38 | 15 748 | 3,63 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 195 058 | −33,13 | 87 992 | −31,53 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 25 974 | 8,01 | 1 912 | 8,27 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 6 572 | −10,89 | 484 | −10,72 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 827 589 | −4,77 | 60 935 | −4,53 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 33 031 | 1 679 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 24 976 | −5,27 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5 655 | 0,14 | 416 | 0,48 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 348 745 | 0,35 | 25 678 | 0,60 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37 155 | 6,12 | 2 736 | 6,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 125 870 361 | 21,93 | 9 267 835 | 22,22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 205 001 | 1,80 | 15 094 | 2,05 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 47 365 | 7,35 | 3 487 | 7,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 300 636 | 2,66 | 22 136 | 2,91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 677 | 50 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 460 | 489,74 | 34 | 560,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 56 835 | 0,07 | 4 185 | 0,31 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 207 134 | −3,48 | 88 881 | −3,25 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 708 | 3,70 | 1 451 | 4,01 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43 763 | 18,78 | 3 222 | 19,07 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 1 251 705 | 3,97 | 91 087 | 2,71 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 2 976 | −1,88 | 219 | −1,35 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1 809 316 | 4,38 | 132 695 | 4,41 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 124 875 | −0,70 | 9 195 | −0,45 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 47 076 | −4,99 | 3 466 | −4,75 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 519 000 | 38 214 | ||||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 29 773 | −12,89 | 2 192 | −12,67 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 693 | −25,29 | 272 | −25,34 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 302 | 0,09 | 243 | 0,41 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 169 | 0,00 | 12 | 0,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 16 337 | −11,38 | 1 203 | −9,28 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 710 463 | −1,53 | 52 311 | −1,29 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23 488 | 16,23 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 537 186 | 39 553 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 19 266 | −1,08 | 1 421 | −0,14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 21 010 | −2,14 | 1 547 | −1,90 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 39 352 | 294,86 | 2 897 | 295,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 000 | 26,76 | 663 | 27,06 | |||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 341 537 | −10,64 | 25 147 | −10,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 500 | 364,29 | 479 | 368,63 | |||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21 089 | −60,36 | 1 553 | −60,29 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 13 858 | 1 020 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 51 609 | 6,14 | 3 800 | 6,38 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 3 138 | 0,00 | 230 | 2,22 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 105 155 | −4,12 | 7 743 | −3,89 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 825 | −19,79 | 208 | −19,38 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 2 750 | 0,00 | 202 | 0,50 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 320 | 0,00 | 24 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 538 | −14,81 | 334 | −14,58 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 5 067 | −0,45 | 373 | 0,00 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 4 097 | 0,00 | 302 | 0,33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 51 222 | −4,38 | 3 771 | −4,14 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7 729 | −12,08 | 1 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 19 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 91 422 | 9,19 | 6 731 | 9,46 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 231 023 | 4,70 | 17 010 | 4,96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 9 122 | −4,63 | 672 | −4,42 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 383 597 | 0,69 | 28 244 | 0,93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 582 | 12,57 | 42 | 10,81 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 185 | 0,00 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5 315 | 391 | ||||||
| 2025-08-06 | 13F | Equity Investment Corp | 12 875 | 0,98 | 948 | 1,18 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 30 380 | 11,24 | 2 237 | 11,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 402 280 | −13,47 | 177 | −13,30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 215 883 | 3,72 | 15 895 | 3,97 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 10 185 | −39,55 | 750 | −39,45 | ||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10 738 | −0,01 | 791 | 0,25 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 293 210 | 1,64 | 21 589 | 1,89 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 10 768 | 0,00 | 793 | 0,25 | ||||
| 2025-08-12 | 13F | Bank OZK | 3 445 | 0,00 | 254 | 0,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial | 264 976 | 7,78 | 19 510 | 8,05 | ||||
| 2025-08-12 | 13F | Prudential Plc | 39 565 | −8,10 | 2 913 | −7,87 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 6 950 | 512 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 139 593 | −25,75 | 10 195 | −25,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 051 702 | −4,94 | 77 437 | −4,70 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 27 174 | −0,64 | 2 001 | −0,40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 679 410 | 9,32 | 270 915 | 9,59 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 11 643 | −18,49 | 857 | −18,30 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 35 290 | 44,49 | 2 598 | 44,90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 319 750 | 5,70 | 24 | 4,55 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 8 126 | 16,32 | 598 | 16,57 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 704 | 1,00 | 52 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 281 943 | −6,49 | 20 759 | −6,26 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7 362 | 0,00 | 542 | 0,37 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 4 374 | 5,96 | 322 | 6,27 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 9 061 | −10,03 | 667 | −9,74 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 74 324 | 17,88 | 5 472 | 18,16 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 195 254 | 6,49 | 14 377 | 6,75 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 15 971 | 1 176 | ||||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 46 142 | −1,33 | 3 397 | −1,08 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67 977 | −14,22 | 5 005 | −14,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 9 052 | −1,72 | 666 | −1,48 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 349 390 | −6,10 | 99 356 | −5,87 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 270 | 167 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 342 632 | 31,73 | 25 228 | 32,06 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 1 354 860 | −1,57 | 99 758 | −1,33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 550 751 | −2,77 | 40 552 | −2,53 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 129 456 | −50,00 | 9 532 | −49,84 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 657 402 | 17,22 | 122 035 | 17,51 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4 738 | 349 | ||||||
| 2025-07-31 | 13F | City State Bank | 104 425 | −3,36 | 7 689 | −3,14 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 193 543 | 2,48 | 14 251 | 2,73 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 9 031 | −3,27 | 665 | −3,07 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 8 563 | 0,00 | 630 | 0,32 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 588 859 | 2,39 | 43 358 | 2,64 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 494 402 | 36 | ||||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 55 038 | 26,26 | 4 052 | 26,59 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 45 513 | 3,65 | 3 351 | 3,91 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 28 531 | −0,15 | 2 101 | 0,10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 177 | −17,17 | 308 | −15,89 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 21 572 | 9,10 | 1 588 | 9,37 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8 479 | −1,91 | 624 | −1,58 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8 529 | 0,02 | 628 | 0,32 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 2 785 | 0,87 | 204 | 0,99 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 29 335 | 2 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6 118 | 29,51 | 449 | 32,45 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 11 297 | −3,81 | 832 | −3,60 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 864 987 | 1,79 | 1 462 659 | 2,76 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5 445 | 401 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29 841 | 2,27 | 2 197 | 2,52 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 17 408 | −23,86 | 1 282 | −23,70 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 433 443 | −30,35 | 31 914 | −30,18 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 888 | −15,84 | 286 | −15,63 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9 155 | 1,15 | 674 | 1,51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 37 159 | 0,00 | 2 736 | 0,22 | ||||
| 2025-08-14 | 13F | Moneda S.A. Administradora General de Fondos | 28 940 | 2,44 | 2 131 | 2,70 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9 527 | 0,44 | 701 | 0,72 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8 992 | 0,94 | 662 | 1,22 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 99 | 0,00 | 7 | 0,00 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 49 597 | 31,41 | 3 652 | 31,75 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 15 010 | 1,07 | 1 105 | 1,38 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1 506 | −8,84 | 111 | −9,09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 18 995 | 3,40 | 1 399 | 3,63 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 735 | −8,58 | 54 | −8,47 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 66 760 | 3,44 | 4 916 | 3,69 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 67 792 | 22,37 | 4 992 | 22,66 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 10 406 | 2,66 | 765 | 2,82 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 60 833 | −26,91 | 4 479 | −26,72 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 13 682 | 196,60 | 1 007 | 197,93 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 308 837 | 3,24 | 22 740 | 3,49 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 736 569 | −6,07 | 54 234 | −5,84 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 169 946 | 8,05 | 12 513 | 8,32 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 67 239 | −44,10 | 4 951 | −43,97 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 1 419 285 | −1,56 | 104 502 | −1,32 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 178 177 | 2,31 | 13 119 | 2,56 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 142 009 | 6,57 | 10 453 | 6,80 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 239 624 | −54,76 | 17 643 | −54,65 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 6 831 | −4,82 | 503 | −4,74 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 5 730 | 0,00 | 422 | 0,24 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 475 898 | 2,51 | 35 040 | 2,76 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 711 | −36,00 | 52 | −35,80 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 318 | −47,45 | 978 | −46,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 309 557 | −0,35 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 21 406 | 41,59 | 2 | 0,00 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 756 | 0,00 | 424 | 0,24 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 048 | 0,63 | 224 | 0,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 68 | 0,00 | 5 | 25,00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 83 628 | 7,13 | 6 158 | 7,40 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 5 093 | 45,18 | 375 | 45,53 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 128 916 | −3,72 | 9 492 | −3,48 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7 250 | −0,75 | 533 | −0,93 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 323 | 0,00 | 24 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 616 | 6,17 | 266 | 6,40 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 275 795 | −8,49 | 20 307 | −8,27 | ||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 106 | 229 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 16 936 | 5,72 | 1 247 | 6,04 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 685 | −89,94 | 50 | −89,98 | ||||
| 2025-04-16 | 13F | Armbruster Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1 244 | 0,00 | 92 | 0,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 516 | −29,69 | 480 | −29,56 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 718 | −0,49 | 421 | −0,24 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 12 403 | 17,92 | 913 | 18,26 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 009 | 82,02 | 1 105 | 82,64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 093 960 | 83 838,14 | 286 | 5,56 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 8 489 | 0,26 | 625 | 0,64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 297 628 | −5,51 | 21 914 | −5,28 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 050 | 0,66 | 225 | 0,90 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 77 092 | 6,45 | 5 676 | 6,73 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 229 001 | 1,10 | 16 861 | 1,35 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 86 793 | 23,54 | 6 390 | 23,84 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 180 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 3 632 | 0,00 | 267 | 0,38 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 855 | 0,00 | 137 | 0,00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 547 | 0,00 | 40 | 0,00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 7 818 | −1,11 | 576 | −0,86 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 11 698 | 0,53 | 861 | 0,82 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 263 | −6,84 | 314 | −6,85 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 56 | 0,00 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 3 621 | 267 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 31 437 | −3,25 | 2 315 | −3,02 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 939 | −59,11 | 732 | −59,05 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 582 | −21,62 | 264 | −21,49 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 26 424 | −8,26 | 1 946 | −8,04 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 13 490 | −30,85 | 993 | −30,66 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3 565 | 1,25 | 262 | 1,55 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3 861 | 284 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 151 | −45,40 | 379 | −45,23 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30 733 | −2,89 | 2 263 | −2,67 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 50 454 | 41,21 | 3 715 | 41,54 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 530 152 | 5,34 | 39 035 | 5,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 65 037 | 80,02 | 4 789 | 80,47 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 206 098 | 12,47 | 15 175 | 12,74 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 85 825 | 24,77 | 6 319 | 25,08 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 106 000 | 0,00 | 7 805 | 0,24 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 45 848 | 0,00 | 3 376 | 0,24 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 173 399 | −4,51 | 12 767 | −4,27 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31 653 | −67,18 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 44 762 | 0,11 | 3 296 | 0,37 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 13 138 | 3,12 | 967 | 3,42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 538 | −47,30 | 481 | −47,20 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5 319 | −2,96 | 392 | −2,74 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 66 383 | 13,35 | 4 888 | 16,05 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 51 793 | −3,29 | 3 813 | −3,05 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 404 948 | 11,04 | 29 743 | 13,41 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12 410 | −47,18 | 914 | −47,07 | ||||
| 2025-08-13 | 13F | Amundi | 53 192 | 54,63 | 3 897 | 53,57 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 171 093 | 18,32 | 12 598 | 18,62 | ||||
| 2025-05-13 | 13F | Camden National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 29 694 | 61,90 | 2 186 | 62,29 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12 155 | 8,54 | 895 | 8,76 | ||||
| 2025-07-09 | 13F | Exchange Bank | 43 229 | −6,06 | 3 183 | −5,86 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3 465 | 249 | ||||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 16 239 | −0,65 | 1 196 | −0,42 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 23 214 | −2,50 | 1 709 | −2,23 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 37 095 | −4,78 | 2 731 | −4,54 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 971 352 | 5,94 | 145 151 | 6,20 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 50 631 | 2,29 | 3 728 | 2,53 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 32 636 | −89,90 | 2 403 | −89,88 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 92 524 | 1,31 | 6 813 | 1,57 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 837 820 | 2,32 | 61 689 | 2,57 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 399 281 | 1,65 | 29 399 | 1,90 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 36 975 | −4,76 | 2 722 | −4,52 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 246 266 | −37,01 | 18 133 | −36,86 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 028 | 50,46 | 1 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 58 964 | −28,76 | 4 342 | −28,59 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 490 | 599,53 | 110 | 626,67 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3 325 | 245 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6 550 | −17,13 | 482 | −16,90 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 101 812 | −2,71 | 7 496 | −2,47 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 55 692 | 61,94 | 4 101 | 62,31 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 6 255 | −18,24 | 461 | −18,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 61 985 | 0,99 | 4 564 | 1,22 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105 441 | 7 764 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 16 125 | −5,15 | 1 187 | −4,89 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 6 905 | 508 | ||||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5 275 | −0,90 | 388 | −0,51 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 2 907 | −43,39 | 214 | −42,01 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 394 671 | −3,21 | 28 847 | −3,69 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 895 326 | −7,15 | 65 923 | −6,92 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio | 1 124 045 | −4,91 | 82 763 | −4,68 | ||||
| 2025-08-08 | 13F | King Wealth | 6 143 | −4,48 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 31 706 | 181,58 | 2 335 | 179,52 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 84 212 | 0,00 | 6 201 | 0,24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 88 400 | 115,61 | 6 509 | 116,14 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 111 892 | −0,43 | 8 239 | −0,18 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 49 001 | −0,67 | 3 608 | −0,41 | ||||
| 2025-06-27 | NP | TUIFX - Toews Unconstrained Income Fund | 58 700 | 179,52 | 4 314 | 184,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 18 627 | 2,68 | 1 361 | 3,89 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 720 347 | −0,30 | 53 039 | −0,06 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 24 301 | −4,63 | 1 789 | −4,38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 639 | 0,00 | 47 | 2,17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 5 113 | 0 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5 342 | 2,77 | 393 | 3,15 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 143 520 | −6,33 | 10 567 | −6,10 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7 894 | 169,24 | 580 | 175,71 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 3 336 | 0,00 | 246 | 0,00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 200 994 | 56,50 | 14 799 | 56,89 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 132 967 | −48,17 | 9 790 | −48,04 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 142 280 | 33,04 | 10 476 | 33,37 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 29 570 | −3,97 | 2 177 | −3,72 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 110 | 0,00 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 863 | −0,03 | 211 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 623 297 | 4,42 | 45 893 | 4,68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 120 751 | 108,95 | 82 521 | 109,46 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8 873 | 12,39 | 653 | 12,78 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 4 786 | 218,22 | 351 | 219,09 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 425 | 31 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 7 090 | 59,68 | 1 | |||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4 570 | 0,00 | 336 | 0,30 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 32 | 2 | ||||||
| 2025-07-24 | 13F | Baskin Financial Services Inc. | 3 185 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20 075 | −3,13 | 1 478 | −2,89 | ||||
| 2025-08-07 | 13F | Nwam Llc | 97 549 | 1,68 | 7 183 | 1,93 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 171 | −1,93 | 86 | −1,15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 485 | 2,50 | 698 | 2,80 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 46 200 | −1,07 | 3 402 | −0,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 871 | 91,08 | 2 543 | 137,35 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3 856 | 284 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 112 522 | −7,11 | 8 285 | −6,89 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 6 115 | −5,91 | 450 | −5,66 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 139 198 | −1,84 | 10 249 | −1,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 043 | −3,47 | 813 | −3,21 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 4 305 | 0,00 | 317 | 0,00 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2 943 | 4,85 | 217 | 4,85 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 15 890 | 52,99 | 1 170 | 53,41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 9 680 505 | 15,37 | 712 776 | 15,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 37 066 | −34,10 | 3 | −50,00 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 3 110 | 6,51 | 229 | 6,54 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 3 035 822 | 10,12 | 223 528 | 10,39 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Partners in Financial Planning | 900 028 | 3,99 | 66 269 | 4,25 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 62 833 | −6,36 | 4 626 | −6,13 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 581 | −3,18 | 705 | −2,89 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 65 406 | 8,26 | 4 816 | 8,52 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 23 152 | −0,70 | 1 705 | −0,47 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 13 126 | 18,48 | 967 | 18,82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 77 761 | −3,79 | 5 726 | −3,55 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5 030 | 370 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 12 859 | 0,99 | 947 | 1,18 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 643 | 0,63 | 47 | 2,17 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 100 229 | 9,78 | 7 380 | 10,04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 924 | 3,34 | 1 982 | 3,61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 98 660 | 29,59 | 7 236 | 29,64 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 71 472 | −0,99 | 5 262 | −0,75 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 58 774 | 2,65 | 4 328 | 2,90 | ||||
| 2025-04-14 | 13F | Gemmer Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 19 909 | 31,84 | 1 466 | 32,10 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 147 024 | 7 262,24 | 2 | −99,32 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 145 | 84 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 723 | −56,38 | 716 | −56,32 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 66 879 | 35,33 | 4 924 | 35,68 |
