Grundläggande statistik
| Institutionella ägare | 1017 total, 1017 long only, 0 short only, 0 long/short - change of 5,48% MRQ |
| Genomsnittlig portföljallokering | 1.0016 % - change of −1,20% MRQ |
| Institutionella aktier (lång) | 787 297 431 (ex 13D/G) - change of 48,93MM shares 6,63% MRQ |
| Institutionellt värde (lång) | $ 36 018 985 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Charlotte Funds - Vanguard Total International Bond ETF (US:BNDX) har 1017 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 787,297,431 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Bank Of America Corp /de/, Vanguard Group Inc, Envestnet Asset Management Inc, Sagespring Wealth Partners, Llc, Mercer Global Advisors Inc /adv, Betterment LLC, BNDW - Vanguard Total World Bond ETF ETF Shares, Sei Investments Co, and LPL Financial LLC .
Vanguard Charlotte Funds - Vanguard Total International Bond ETF (NasdaqGM:BNDX) 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 8, 2025 is 49,44 / share. Previously, on September 9, 2024, the share price was 50,13 / share. This represents a decline of 1,38% 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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1170 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 166 519 | 8 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 19 035 | −6,23 | 942 | −4,94 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 787 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2 632 | −27,15 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10 934 | −0,27 | 541 | 1,12 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 394 431 | −0,81 | 19 528 | 0,60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 52 419 | 0,50 | 2 595 | 1,96 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 612 | −13,44 | 30 | −11,76 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 28 603 475 | 0,00 | 28 704 | 0,07 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 777 344 | 38 486 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 92 | −64,20 | 5 | −66,67 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 79 791 | 364,58 | 3 950 | 371,36 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 40 885 | 10,55 | 2 024 | 12,13 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 29 151 | 3,17 | 1 443 | 4,64 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 35 956 | −9,72 | 1 780 | −8,44 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 7 000 | 0,00 | 347 | 1,47 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 105 | 0,00 | 55 | 1,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 114 886 | 12,15 | 5 688 | 13,72 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 36 726 | 0,77 | 1 818 | 2,19 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 3 053 | 0,00 | 151 | 0,67 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 508 000 | 25 151 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47 324 | 55,83 | 2 343 | 58,10 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4 832 | 239 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 265 554 | −11,54 | 13 134 | −10,38 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 241 640 | 2,04 | 11 964 | 3,49 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5 498 | 4,43 | 272 | 5,84 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 791 | −4,58 | 336 | −3,17 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4 847 | 0,00 | 240 | 1,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 068 | −15,69 | 1 439 | −14,50 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 193 427 | 9 577 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 307 462 | −17,97 | 15 222 | −16,81 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 474 856 | 3,10 | 24 | 4,55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 297 240 | 1,47 | 15 | 0,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 400 | 0,00 | 20 | 0,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29 654 | 5,37 | 1 462 | 6,48 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 15 387 | 10,36 | 762 | 11,91 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 14 782 | −4,65 | 732 | −3,31 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 4 796 | −58,95 | 237 | −58,42 | ||||
| 2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 54 | 12,50 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 637 | −56,61 | 32 | −56,34 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 69 362 | −14,92 | 3 434 | −13,70 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 22 612 | 4,19 | 1 120 | 5,67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103 387 | 1,56 | 5 119 | 3,00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 159 427 | 7 893 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 191 064 | −10,81 | 9 460 | −9,55 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Bestgate Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 16 439 | 10,54 | 814 | 11,98 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 30 806 | −3,50 | 1 525 | −2,12 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 218 267 | −3,76 | 60 316 | −2,40 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 4 099 678 | −0,70 | 202 975 | 0,70 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 097 | 79,49 | 747 | 82,20 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 491 | −2,76 | 420 | −1,41 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 532 534 | 61,19 | 26 334 | 61,03 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 263 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 135 708 | −3,28 | 6 719 | −1,91 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 53 138 | −16,87 | 2 631 | −15,71 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 20 110 | 0,00 | 996 | 1,43 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 11 100 | 2,99 | 550 | 4,37 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 86 989 | 6,39 | 4 307 | 7,89 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 14 539 | 156,28 | 720 | 160,51 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 36 599 | −10,97 | 1 812 | −9,67 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 203 898 | 235,24 | 59 352 | 240,01 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 232 895 | 4,05 | 11 531 | 5,52 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 123 | 204 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 6 000 | 0,00 | 297 | 1,71 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14 | −17,65 | 1 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 25 924 | 54,15 | 1 283 | 56,27 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 363 | 18 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 035 690 | −8,55 | 447 357 | −7,26 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 170 680 | 4,55 | 8 450 | 6,02 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 105 | 5,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 989 643 | 2,04 | 48 997 | 3,48 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 4 580 | 4,11 | 227 | 5,61 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38 939 | −0,64 | 1 928 | 0,73 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 91 622 | 7,51 | 4 536 | 9,04 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 6 911 | −2,47 | 342 | −0,87 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 25 882 | 0,65 | 1 281 | 2,07 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6 524 | −2,31 | 323 | −0,92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 299 130 | 2,89 | 15 | 0,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 465 | 518 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 4 328 | 0,00 | 214 | 1,42 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 281 582 | −1,80 | 13 941 | −0,41 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 9 393 | −11,32 | 463 | −11,32 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 491 | 0,00 | 24 | 4,35 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 312 452 | 8,43 | 15 470 | 9,96 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 18 910 | −30,39 | 936 | −29,41 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 050 398 | −0,16 | 52 005 | 1,25 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 10 354 | −10,03 | 513 | −8,73 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6 826 | 338 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 1 605 019 | 2,81 | 79 464 | 4,26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 274 486 | 7,51 | 13 590 | 9,03 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 210 665 | 5,68 | 10 430 | 7,18 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16 324 | 165,09 | 808 | 169,33 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16 182 | 124 376,92 | 801 | −5,21 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 44 849 | 2,20 | 2 220 | 3,64 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10 938 | 11,20 | 542 | 12,71 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 34 502 | 35,73 | 1 708 | 37,74 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 99 068 | 6,64 | 4 905 | 8,14 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5 289 | 262 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 123 902 | −2,72 | 6 134 | −1,34 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 38 247 | 1 894 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 450 | 3,34 | 517 | 4,87 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 36 371 | 1 801 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 5 808 | 16,98 | 288 | 18,60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 167 | 58 | ||||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5 491 | 272 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 410 | 67,84 | 614 | 70,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 628 | 3,33 | 972 | 4,75 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5 101 | −3,86 | 253 | −2,70 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 10 470 | 1,24 | 518 | 2,78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 345 | 413 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 364 | 65,56 | 266 | 67,72 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31 930 | 3,74 | 1 581 | 5,19 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 517 783 | 0,42 | 75 | 2,74 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 144 029 | 22,34 | 7 131 | 24,06 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1 027 | 51 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 10 709 | 11,56 | 530 | 13,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 27 433 | 0,24 | 1 358 | 1,19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 5 467 | 271 | ||||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 96 655 | 2,46 | 4 785 | 3,91 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 528 | −19,49 | 224 | −18,25 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 12 110 | 600 | ||||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 917 482 | 5,88 | 45 425 | 7,37 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 030 | −3,23 | 150 | −1,32 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 52 743 | −4,79 | 2 611 | −3,44 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 571 741 | 36 224,03 | 127 327 | 36 806,09 | ||||
| 2025-04-10 | 13F | Park Edge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 23 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 559 | 112,11 | 77 | 113,89 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 93 267 | 14,94 | 4 618 | 16,56 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 21 763 | 1 077 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 64 595 | −9,69 | 3 198 | −8,39 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 49 886 | 149,97 | 2 467 | 153,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 289 663 | −2,07 | 14 341 | −0,68 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 8 137 | 0 | ||||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 27 671 | −7,25 | 1 370 | −5,98 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7 465 | 77,36 | 370 | 80,49 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 141 784 | 348,81 | 7 020 | 355,19 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 12 165 | 0,00 | 602 | 1,52 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 90 574 | 10,47 | 4 484 | 12,04 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 57 974 | 5,22 | 2 870 | 6,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 502 534 | 87,15 | 74 391 | 89,80 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 82 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 018 | −15,46 | 496 | −14,36 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 19 097 | 0,00 | 945 | 1,39 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 124 929 | 2,44 | 6 178 | 2,83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 45 413 | −9,23 | 2 | 0,00 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183 297 | 4,75 | 9 075 | 6,24 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4 995 | −1,65 | 247 | 0,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 17 018 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 17 402 | −26,44 | 862 | −25,39 | ||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 44 056 | −3,89 | 2 181 | −2,50 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 91 734 | −34,61 | 4 501 | −34,28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 122 505 | 627,81 | 6 065 | 638,73 | ||||
| 2025-08-12 | 13F | Ade, Llc | 284 142 | −1,40 | 14 068 | −0,01 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 784 939 | 35,12 | 88 372 | 37,03 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 12 | 1 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24 113 | 253,05 | 1 194 | 258,26 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 332 | 0,00 | 16 | 0,00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4 596 | 228 | ||||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 102 458 | −8,61 | 5 073 | −7,33 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 202 434 | 17 381,35 | 10 023 | 17 796,43 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 88 621 | 4 388 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 6 | 20,00 | 0 | |||||
| 2025-08-12 | 13F | Camden National Bank | 158 070 | 10,63 | 7 826 | 12,20 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246 | 52,80 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 447 972 | 138,34 | 121 199 | 141,08 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 061 | −46,47 | 548 | −45,73 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 16 008 | 4,16 | 793 | 5,60 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 16 817 | 0,00 | 821 | 0,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 26 480 | 69,96 | 1 311 | 72,50 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 21 | 1 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 151 757 | 1,38 | 7 513 | 2,82 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 547 | 0,74 | 27 | 3,85 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 7 497 | 1,43 | 371 | 3,06 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 37 659 | −2,10 | 1 865 | −0,69 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 55 339 | 10,00 | 2 734 | 11,59 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 81 069 | 4,71 | 4 014 | 6,19 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7 128 | 6,52 | 353 | 7,98 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 9 569 | −25,94 | 474 | −24,92 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 192 | 505 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 23 050 | 2,28 | 1 141 | 3,73 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 218 775 | −12,78 | 10 832 | −11,55 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Diversified Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 80 469 | 1,05 | 3 984 | 2,50 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 27 400 | 1 357 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 131 | 19,21 | 254 | 20,95 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 949 | 2 820 | ||||||
| 2025-05-13 | 13F | Prudential Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 6 057 | 0,38 | 300 | 1,70 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 93 462 | 1,15 | 4 627 | 2,57 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 121 436 | 1,47 | 6 012 | 2,91 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 015 | −4,29 | 248 | −2,75 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 7 160 | 3,08 | 354 | 4,42 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 6 252 | 310 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81 468 | −11,88 | 4 033 | −10,64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10 215 | −6,11 | 506 | −4,90 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 341 459 | 3,72 | 16 890 | 5,09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 373 805 | 1,27 | 18 507 | 2,70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 736 | 1,95 | 383 | 3,51 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 34 655 | 14,14 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20 207 | 12,91 | 1 000 | 14,55 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 11 282 | 55,72 | 559 | 58,07 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 598 507 | 20,54 | 29 219 | 19,98 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 971 | 0,00 | 147 | 1,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 163 319 | 97,13 | 8 086 | 99,93 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 337 | 215 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 41 088 | 4,57 | 2 034 | 6,05 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5 349 | −33,10 | 265 | −32,31 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 18 475 | −2,63 | 915 | −1,30 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 245 766 | 0,36 | 12 168 | 1,77 | ||||
| 2025-08-14 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 824 | −13,19 | 239 | −12,18 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 787 | −8,38 | 237 | −7,06 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5 162 | 256 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 71 455 | 2,97 | 3 522 | 3,99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 280 | −34,79 | 63 | −33,68 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 413 879 | −17,76 | 69 718 | −16,85 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 45 673 | 32,21 | 2 247 | 32,04 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 386 | −23,11 | 19 | −20,83 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 70 313 | 10,01 | 3 478 | 11,44 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 4 541 | −9,40 | 225 | −8,20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 235 | −10,96 | 61 | −8,96 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45 060 | 5,25 | 2 231 | 6,70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 956 | −31,82 | 344 | −30,92 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 112 264 | 2,57 | 5 558 | 4,02 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 422 | −4,47 | 218 | −3,96 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 194 | 4,80 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 153 160 | 6,40 | 7 583 | 7,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23 681 | 3,65 | 1 172 | 5,11 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 81 366 | 4 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 12 026 | 1,61 | 595 | 3,12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 13 269 | 665,22 | 657 | 680,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 94 101 | 278,25 | 4 659 | 283,69 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 5 012 | −39,46 | 248 | −39,31 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31 279 | −9,57 | 1 549 | −8,29 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 45 337 | 0,39 | 2 245 | 1,81 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 186 | −6,53 | 9 | 0,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 209 | 0,00 | 10 | 0,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 29 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 10 050 | 3,48 | 498 | 4,85 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 16 312 | −6,61 | 808 | −5,28 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 31 777 | 3,40 | 1 573 | 4,87 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 398 643 | 6,16 | 19 737 | 7,66 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 20 185 | −9,87 | 999 | −8,60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 147 478 | 18,29 | 7 302 | 19,96 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 203 | −12,50 | 406 | −11,16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 216 808 | 10 734 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 10 356 | 4,56 | 513 | 6,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 30 455 | −7,91 | 1 508 | −6,63 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 45 623 | 1 077,98 | 2 259 | 1 094,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 140 088 | 8,92 | 502 036 | 10,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 891 902 | 3,91 | 192 688 | 5,38 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 6 816 | −9,02 | 337 | −7,67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 361 313 | 3,36 | 17 889 | 4,82 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 635 447 | 7,36 | 31 | 6,90 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 23 825 | 181,39 | 1 180 | 165,54 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 15 893 | 0,65 | 787 | 2,08 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 555 110 | 93,19 | 27 483 | 95,93 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 391 | −53,01 | 463 | −53,19 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 10 009 | −26,08 | 496 | −25,11 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 068 | 9,70 | 251 | 11,11 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 172 401 | 2,67 | 8 536 | 4,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 955 339 | −11,24 | 47 299 | −9,98 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 39 049 | −3,66 | 1 933 | −2,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 689 338 | −0,75 | 34 129 | 0,65 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 410 836 | −2,91 | 20 341 | −1,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 24 781 | 3,04 | 1 227 | 4,43 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7 253 882 | 36,85 | 359 140 | 38,78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 985 436 | 53,07 | 48 789 | 55,23 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 26 896 | 1,85 | 1 332 | 3,26 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 154 447 | −0,02 | 7 647 | 1,39 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 390 092 | 0,71 | 19 044 | 0,24 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 878 | 0,00 | 43 | 2,38 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 29 989 | 1 485 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 54 141 | 13,24 | 2 681 | 14,82 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 11 171 | −12,97 | 553 | −11,66 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 859 | −70,63 | 241 | −70,26 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7 921 | 5,28 | 392 | 6,81 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 107 322 | 1 173,11 | 54 824 | 1 191,17 | ||||
| 2025-04-23 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 186 | 0,00 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 975 | 246 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 142 332 | 20,93 | 7 047 | 22,62 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 15 922 | 788 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 32 600 | 2,63 | 1 614 | 4,13 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 606 529 | −0,04 | 30 029 | 1,37 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 84 091 | 1,44 | 4 163 | 2,87 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 15 153 | −93,68 | 750 | −93,59 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 316 | 0,00 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 524 | 11,30 | 472 | 12,41 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 115 129 | −0,31 | 5 700 | −0,38 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 681 | 3 554,35 | 83 | 4 050,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 120 894 | 1,09 | 5 985 | 2,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 559 200 | 27 686 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 40 197 | 8,40 | 1 990 | 9,94 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 112 673 | 2,60 | 5 578 | 4,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 623 | 29,25 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 491 | 1,47 | 123 | 3,36 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 2 616 | −6,20 | 130 | −5,15 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 31 546 | −3,00 | 1 560 | −3,11 | ||||
| 2025-08-07 | 13F | PFG Advisors | 72 885 | −9,14 | 3 609 | −7,87 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 18 440 | 35,54 | 913 | 37,35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 771 156 | 16,76 | 38 180 | 18,41 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 45 592 | −0,62 | 2 257 | 0,80 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 13 178 | 0,00 | 652 | 1,40 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 425 | −3,35 | 368 | −2,13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14 065 | −9,58 | 696 | −8,30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 399 474 | 14,55 | 19 778 | 16,17 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 248 675 | −1,26 | 12 312 | 0,13 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 329 | 213 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 395 760 | 8,24 | 19 594 | 9,78 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 462 | 0,00 | 72 | 1,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 47 508 | 4,68 | 2 352 | 6,19 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 975 | −94,40 | 444 | −94,33 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 330 | −2,08 | 16 | 0,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 22 414 | −34,28 | 1 110 | −33,39 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 200 326 | 2,85 | 9 918 | 4,31 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 37 932 | −33,51 | 1 878 | −32,57 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 53 231 | −7,45 | 2 635 | −6,16 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 4 400 | 218 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17 769 | 6,77 | 880 | 8,25 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 31 024 | 10,67 | 1 536 | 12,21 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 17 488 | 0,44 | 866 | 1,76 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 22 178 | −33,97 | 1 098 | −33,01 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 23 850 | −1,17 | 1 181 | −0,34 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 147 478 | 0,00 | 7 200 | 0,00 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 8 321 | −0,61 | 412 | 0,74 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 9 200 | 456 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 239 | −17,63 | 210 | −16,73 | ||||
| 2025-07-24 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 533 681 | 267,96 | 26 391 | 267,60 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18 631 | −3,11 | 922 | −1,71 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 23 604 | 3,14 | 1 169 | 4,57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5 334 | 3,41 | 264 | 5,18 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21 950 | 357,10 | 1 087 | 364,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 168 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 31 200 | 194,34 | 1 545 | 198,65 | |||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 5 648 | −11,65 | 280 | −10,58 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4 576 | 0,00 | 227 | 1,35 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 842 | 2,91 | 240 | 4,37 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 111 | 0,00 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 355 025 | 11 213,73 | 17 577 | 11 388,24 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 41 057 | −45,03 | 2 032 | −44,27 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 14 410 | 137,36 | 1 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 19 095 | 103,18 | 945 | 106,33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 640 | 0,18 | 923 | 1,54 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 47 645 | 58,26 | 2 359 | 60,52 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 244 | −4,24 | 210 | −2,78 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 28 113 | −15,25 | 1 392 | −14,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 368 666 | −3,74 | 18 201 | −2,65 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 15 552 | −21,79 | 770 | −20,72 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 127 | −0,29 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 450 | 34,07 | 913 | 36,07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 110 406 | −1,73 | 5 466 | −0,35 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 381 715 | 10,55 | 18 899 | 11,59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23 236 | −3,82 | 1 150 | −2,46 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | 0 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 16 845 | 0,62 | 834 | 1,96 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 11 434 | −23,67 | 566 | −22,57 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 34 550 | 1 711 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 611 633 | 2,19 | 30 282 | 3,63 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 83 | 0,00 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 000 | 248 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 207 905 | 10,76 | 10 293 | 12,30 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 314 450 | 207,40 | 15 564 | 211,70 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 335 | −45,08 | 17 | −44,83 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 482 | 13,97 | 420 | 15,43 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 4 385 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 36 487 | 7,29 | 1 806 | 8,80 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1 323 899 | 3,07 | 65 387 | 4,46 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 582 | 0,00 | 29 | 0,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 51 100 | −12,50 | 2 530 | −11,29 | ||||
| 2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 111 060 | −3,76 | 5 499 | −2,40 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22 380 | −16,33 | 1 108 | −15,10 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 138 403 | 0,86 | 6 852 | 2,28 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 486 | −11,80 | 24 | −7,69 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 9 683 | 479 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 330 | 363 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8 188 | 0,00 | 405 | 1,50 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 61 789 | 3 059 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 20 256 | −1,26 | 1 003 | −0,79 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 649 572 | −0,17 | 32 160 | 1,24 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 8 341 | 1,60 | 413 | 3,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8 361 | −7,05 | 413 | −6,15 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 346 225 | 4,25 | 17 155 | 5,31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 277 854 | −16,28 | 13 757 | −15,10 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 291 | 196,94 | 14 | 250,00 | ||||
| 2025-08-26 | NP | ICGTX - Voya Solution Conservative Portfolio Class S2 | 48 666 | −5,05 | 2 409 | −3,72 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 485 | −16,03 | 320 | −15,38 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 295 | 0,62 | 312 | 1,97 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 202 119 | −0,84 | 10 007 | 0,56 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 109 897 | 3,29 | 5 441 | 4,76 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 742 153 | 2,92 | 284 294 | 4,37 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 32 064 | 0,65 | 1 587 | 2,06 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 496 | 1,36 | 74 | 2,78 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 34 019 | 79,05 | 1 684 | 81,66 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 142 742 | 174,92 | 7 067 | 175,62 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 7 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 716 306 | −6,69 | 35 | −5,41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 60 | −89,29 | 3 | −92,59 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 4 700 | 0,00 | 232 | 0,43 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 212 473 | 10,71 | 10 520 | 12,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126 881 852 | 0,90 | 6 281 920 | 2,33 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 871 | −3,24 | 241 | −1,63 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 13 487 | −13,03 | 668 | −12,47 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 222 | 11 | ||||||
| 2025-04-30 | 13F | Brown Financial Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 514 193 | 6,69 | 223 498 | 8,20 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 520 | 7,16 | 2 105 | 8,67 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 444 | 22 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 567 | 0,00 | 78 | 1,32 | ||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 51 706 | 0,00 | 2 562 | 0,79 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22 114 | −11,69 | 1 095 | −10,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 97 635 | −1,49 | 4 834 | −0,10 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8 384 | −12,96 | 415 | −11,70 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 862 622 | 120,06 | 92 218 | 123,17 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 88 989 | 0,92 | 4 406 | 2,32 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 39 379 | −1,21 | 1 950 | 0,15 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 125 204 | 6 199 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 165 133 | 3,90 | 8 176 | 5,36 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 18 770 | 0,15 | 930 | 1,64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 104 552 | 10,21 | 5 176 | 11,77 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 22 846 | −5,15 | 1 131 | −3,74 | ||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17 916 | −3,79 | 875 | −4,27 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 74 080 | −2,30 | 3 668 | −0,92 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19 180 | 319,14 | 950 | 325,56 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 138 333 | 16,36 | 6 818 | 17,15 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 479 | 0,79 | 221 | 1,85 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 17 171 | 6,79 | 1 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18 775 | 86,59 | 930 | 89,21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 22 285 | 4,71 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 109 | 289,29 | 5 | 400,00 | ||||
| 2025-07-16 | 13F | American National Bank | 7 354 | −0,35 | 364 | 1,11 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 5 206 | 0,64 | 257 | 0,78 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 158 000 | −17,67 | 7 823 | −16,61 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 474 | −1,95 | 222 | −0,45 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 119 093 | 0,02 | 5 896 | 1,43 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 26 733 | 5,03 | 1 324 | 6,52 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 4 202 | 208 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 61 | 3 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 25 177 | −7,22 | 1 247 | −5,89 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 24 313 | 63,15 | 1 204 | 65,47 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 29 207 | −7,68 | 1 446 | −6,35 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 45 847 | 55,00 | 2 270 | 57,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 609 | 9,01 | 228 | 10,68 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 162 | 74,19 | 8 | 100,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 37 393 | 1,84 | 1 851 | 3,29 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 8 | −84,62 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 58 563 | 8,35 | 2 899 | 9,89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 242 242 270 | 5,09 | 11 993 415 | 6,57 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 256 | 0,00 | 13 | 0,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 19 778 | 979 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 657 216 | 1,54 | 32 539 | 2,98 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 253 | 18,78 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 93 509 | 14,58 | 4 630 | 16,19 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 121 035 | −0,30 | 5 992 | 1,11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 16 884 | 37,27 | 836 | 39,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 882 | 44 | ||||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 6 071 | −3,92 | 301 | −2,60 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 486 | 24 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 849 | 4,67 | 438 | 6,31 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 179 000 | −67,23 | 8 862 | −66,81 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 22 | 1 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28 879 | 45,84 | 1 | |||||
| 2025-07-29 | NP | BNDW - Vanguard Total World Bond ETF ETF Shares | 12 405 306 | 18,87 | 613 442 | 18,75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 740 | 532 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 762 | 0,50 | 384 | 1,86 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 36 743 | 2,39 | 1 819 | 3,88 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 36 365 | −2,00 | 1 800 | −0,61 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 308 | −16,60 | 708 | −15,41 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 242 463 | −0,58 | 12 004 | 0,82 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 45 127 | 2,20 | 2 234 | 3,67 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 162 725 | 1,73 | 8 | 14,29 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 908 | 0,00 | 94 | 1,08 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 574 702 | −3,12 | 28 454 | −4,60 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 | −99,97 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 8 957 | −35,22 | 443 | −34,27 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 7 625 | 3,29 | 378 | 4,72 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 5 692 | 1,99 | 282 | 3,31 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 20 097 | −0,61 | 995 | 0,71 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 76 984 | 8,21 | 3 811 | 9,73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 523 971 | −4,56 | 868 | −3,24 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 28 077 | 1 390 | ||||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 546 | 0,54 | 275 | 1,86 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 43 844 | 2 171 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 409 064 | −2,27 | 20 253 | −0,89 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5 810 | 2,78 | 288 | 4,36 | ||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 5 093 | 252 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 6 781 | −50,86 | 336 | −50,22 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 12 419 | 615 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 201 360 | 5,67 | 9 969 | 7,17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 189 | 0,00 | 9 | 0,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7 743 | 383 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 796 712 | 14,42 | 39 445 | 16,04 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 4 411 | −2,26 | 218 | −0,91 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 16 494 | 66,07 | 817 | 68,60 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 17 013 | −11,73 | 842 | −10,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 400 | −16,98 | 218 | −15,89 | |||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 055 | 349 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 332 773 | 4,46 | 16 474 | 5,92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 94 018 | 6,25 | 3 539 | 9,91 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 41 589 | −0,53 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 537 | −19,17 | 324 | −18,02 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 580 | −10,96 | 326 | −9,72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 236 615 | 2,13 | 61 225 | 3,57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 235 | 210 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 279 295 | −4,23 | 13 828 | −2,88 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 121 | 303 | ||||||
| 2025-04-09 | 13F | Affiance Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 13 155 | −0,13 | 651 | 1,24 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 8 112 | −10,67 | 402 | −9,48 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 10 526 | 0,00 | 521 | 1,56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7 996 | 0,03 | 396 | 1,28 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 208 411 | 3,17 | 10 318 | 4,62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 163 511 | 88,99 | 58 | 90,00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33 218 | −1,37 | 1 645 | 0,00 | ||||
| 2025-04-29 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6 807 | −44,35 | 337 | −43,55 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 27 644 | 0,77 | 1 369 | 2,17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 074 | −88,93 | 449 | −88,78 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 16 894 | 836 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26 340 | 1,67 | 1 286 | 1,18 | ||||
| 2025-08-12 | 13F | Prudential Plc | 86 815 | −7,69 | 4 298 | −6,38 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 384 | 137,04 | 19 | 171,43 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 57 069 | −0,84 | 2 825 | 0,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 641 442 | 0,14 | 131 | 1,56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 224 959 | −12,15 | 11 138 | −10,90 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 426 946 | 1,58 | 21 138 | 3,02 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4 229 | −7,68 | 209 | −6,28 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 218 726 | −4,82 | 10 829 | −3,47 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 30 819 | 2,39 | 1 526 | 3,81 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 245 | −13,25 | 260 | −12,20 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 120 | 6 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 75 850 | 8,76 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 6 250 | 0,00 | 309 | 1,31 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 835 | 15,33 | 41 | 17,14 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 45 810 | 4,24 | 2 268 | 5,73 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 183 379 | −3,90 | 9 079 | −2,53 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 191 672 | 0,64 | 9 490 | 105 333,33 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 421 | 70 | ||||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 69 839 | −8,69 | 3 458 | −7,39 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 8 873 | −2,48 | 439 | −1,13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5 406 | 268 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 14 510 | 718 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 33 931 | 2 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 6 217 | −22,58 | 308 | −21,68 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 11 406 | 0,64 | 565 | 1,99 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 297 | −49,51 | 361 | −48,79 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 410 259 | 9,57 | 20 312 | 11,12 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 354 158 | 20,26 | 17 517 | 21,83 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 60 820 | 12,60 | 3 011 | 14,18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 26 563 | −11,17 | 1 315 | −9,87 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8 628 | 427 | ||||||
| 2025-07-31 | 13F | City State Bank | 139 852 | −3,77 | 6 924 | −2,40 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 38 054 | −1,14 | 1 884 | 0,27 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 798 | 0,00 | 40 | 2,63 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 52 500 | 2 599 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 554 | −30,05 | 27 | −28,95 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 190 | −26,50 | 554 | −25,64 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 141 022 | 0,87 | 6 937 | 0,38 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 12 260 | −5,26 | 607 | −3,96 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 12 295 | −2,01 | 609 | −0,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 392 869 | 0,12 | 19 446 | 1,50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 101 636 | 35,50 | 5 032 | 37,45 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 68 | 750,00 | 3 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 56 007 | 4,55 | 2 773 | 6,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 034 | 10,38 | 1 190 | 10,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 231 025 | 43,74 | 60 948 | 45,77 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 316 | 1,96 | 263 | 3,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 110 | 203 | ||||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 32 270 | 2,63 | 1 598 | 4,04 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 7 401 | 0,01 | 366 | 1,39 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4 678 | 0,00 | 232 | 1,32 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 16 715 | 21,96 | 828 | 23,62 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 312 881 | 8,90 | 15 491 | 10,44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 119 | −48,69 | 204 | −48,08 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 94 819 | 4 694 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 529 679 | 3,02 | 26 103 | 3,82 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 91 686 | 4 539 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 730 679 | 5 693,98 | 36 176 | 5 782,11 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 441 039 | 9,96 | 21 836 | 11,51 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 6 950 | −8,79 | 344 | −7,53 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 5 570 | −37,81 | 276 | −37,07 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 719 342 | 2,74 | 35 615 | 4,19 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 288 555 | 1,55 | 14 286 | 2,98 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 376 548 | −17,68 | 18 643 | −16,52 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 46 969 | −11,11 | 2 325 | −9,85 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 8 637 | 28,20 | 428 | 30,18 | ||||
| 2025-08-06 | 13F | Simmons Bank | 11 116 | −2,46 | 550 | −1,08 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12 442 | 20,41 | 616 | 22,22 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3 419 | 1 020,98 | 169 | 1 107,14 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 221 | 148,15 | 308 | 152,46 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1 222 395 | 12,72 | 60 521 | 14,31 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 26 240 | 5,73 | 1 299 | 7,27 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 341 | −6,38 | 215 | −5,31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35 486 | −39,24 | 1 763 | −38,18 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 709 | 62,03 | 431 | 64,50 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 516 297 | 6,53 | 25 562 | 8,03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38 936 | 67,83 | 1 928 | 70,23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 230 047 | −60,83 | 11 390 | −60,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 424 200 | 13,06 | 21 | 16,67 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 60 264 | 644,09 | 2 942 | 641,06 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 32 795 | −0,23 | 1 624 | 1,18 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 27 453 | 40,37 | 1 359 | 42,45 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 45 461 | 367,61 | 2 251 | 374,68 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5 750 | 0,00 | 285 | 1,43 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 16 353 | 10,65 | 806 | 11,79 | ||||
| 2025-07-10 | 13F | P/E Global LLC | 1 518 013 | 6,09 | 75 | 8,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68 008 | 207,59 | 3 | 200,00 | ||||
| 2025-05-15 | 13F | Finward Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 743 | −4,38 | 37 | −2,70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 160 328 | −2,35 | 8 | −12,50 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 26 903 | 30,60 | 1 313 | 30,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 182 168 | 1,96 | 9 019 | 3,41 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 265 | −6,10 | 261 | −4,76 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Umb Bank N A/mo | 8 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 979 | 16,28 | 395 | 17,91 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 894 660 | 6,30 | 44 295 | 7,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 696 212 | 1,35 | 84 | 2,47 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 241 947 | 1,25 | 11 944 | 2,01 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 66 612 | 3 298 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 251 | 5,04 | 111 | 6,73 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 33 198 | 162,48 | 1 644 | 166,29 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13 570 | 9,42 | 672 | 10,91 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12 812 | 18,75 | 634 | 20,53 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12 447 | 4,73 | 615 | 5,13 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 3 300 | −91,83 | 163 | −91,74 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 109 726 | 1,50 | 5 433 | 2,94 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 61 229 | 156,13 | 3 031 | 159,73 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 6 015 | −20,14 | 298 | −19,07 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6 797 | 31,11 | 337 | 32,81 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 056 | −82,69 | 52 | −82,49 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 50 170 | 2 474 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 496 979 | 361,20 | 24 588 | 367,81 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 13 649 | 0,31 | 676 | 1,66 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 104 882 | −37,32 | 5 193 | −36,44 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 200 915 | 5,72 | 9 947 | 7,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 143 | 78,75 | 7 | 133,33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14 611 | 19,80 | 723 | 21,51 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 4 290 | 212 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 498 | 0,00 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 45 193 | 7,47 | 2 238 | 8,96 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8 529 | 99,51 | 422 | 102,88 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 384 | 137,04 | 19 | 171,43 | ||||
| 2025-05-13 | 13F | State of New Jersey Common Pension Fund D | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 181 | 207 | ||||||
| 2025-08-11 | 13F | Eq Llc | 12 626 | 625 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 627 | 229 | ||||||
| 2025-07-07 | 13F | Trust Co | 195 836 | −4,61 | 9 696 | −3,26 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 373 | −14,94 | 264 | −14,29 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 367 | 18 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21 187 | −2,60 | 1 049 | −1,23 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 10 639 | −53,27 | 525 | −52,75 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 267 625 | 2,10 | 13 250 | 3,54 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 49 335 | 7,69 | 2 443 | 9,21 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 11 089 | −2,00 | 549 | −0,54 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 533 | 75 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 526 | 0,19 | 373 | 1,64 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 58 872 | 2,80 | 2 915 | 4,26 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 45 976 | −0,85 | 2 274 | −0,96 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 32 892 | −63,20 | 1 628 | −62,69 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 95 173 | −33,74 | 4 712 | −32,79 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 192 207 | 9 516 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 105 111 | 5 204 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 86 808 | 0,84 | 4 298 | 2,26 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 94 623 | 4 685 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 373 312 | 10,59 | 18 483 | 12,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 173 445 | 90,86 | 8 587 | 93,58 |
Other Listings
| MX:BNDX |
