Grundläggande statistik
Institutionella ägare | 1017 total, 1017 long only, 0 short only, 0 long/short - change of 5,26% MRQ |
Genomsnittlig portföljallokering | 1.0016 % - change of −0,27% MRQ |
Institutionella aktier (lång) | 787 297 431 (ex 13D/G) - change of 48,90MM shares 6,62% 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 10, 2025 is 49,48 / share. Previously, on September 11, 2024, the share price was 50,27 / share. This represents a decline of 1,57% 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
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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 | ||||
2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 40 398 | −1,60 | 2 000 | −0,20 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6 901 | 34,16 | 342 | 35,86 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 53 840 | 1,78 | 2 666 | 3,21 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 4 099 678 | −0,70 | 202 975 | 0,70 | ||||
2025-08-08 | 13F | Petix & Botte Co | 85 842 | −3,39 | 4 250 | −2,03 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 282 195 | −0,06 | 13 971 | 1,36 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 165 258 | 8,31 | 8 182 | 9,84 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank of Marin | 25 234 | 1 249 | ||||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 873 521 | 2,12 | 43 248 | 3,56 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 8 886 | 9,99 | 440 | 11,42 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 9 | −93,75 | 0 | −100,00 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 384 067 | 1,04 | 19 015 | 2,47 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 87 926 | 0,00 | 4 353 | 1,42 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 423 | 218 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 652 | −0,61 | 32 | 0,00 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 200 339 | 213,48 | 9 919 | 217,88 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 13 060 | 34,29 | 647 | 36,29 | ||||
2025-04-25 | NP | QVOY - Q3 All-Season Active Rotation ETF | 12 617 | 625 | ||||||
2025-08-13 | 13F | American Investment Services, Inc. | 6 821 | −17,81 | 338 | −16,79 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 9 391 | −0,43 | 465 | 0,87 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 34 661 | −19,33 | 1 716 | −18,17 | ||||
2025-07-16 | 13F | Tenret Co LLC | 262 614 | 6,06 | 13 002 | 7,56 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 69 168 144 | 9,16 | 3 424 514 | 10,70 | ||||
2025-08-12 | 13F | Country Trust Bank | 1 048 041 | 0,10 | 51 889 | 1,51 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 387 347 | −0,08 | 19 178 | 1,33 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23 096 | −0,56 | 1 143 | 0,88 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 118 578 | 0,11 | 5 871 | 1,52 | ||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 97 410 | −1,36 | 4 823 | 0,04 | ||||
2025-07-30 | NP | APCB - ActivePassive Core Bond ETF | 1 652 207 | 6,42 | 81 702 | 6,32 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 127 827 | 6,75 | 6 288 | 7,32 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 832 | −77,74 | 1 | −83,33 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 50 815 | −0,70 | 2 516 | 0,68 | ||||
2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 9 055 | 32,21 | 448 | 34,13 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4 304 | 0,00 | 213 | 1,43 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 15 837 | 3,38 | 784 | 4,95 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 5 310 | −86,85 | 263 | −86,71 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54 322 | 1,55 | 2 689 | 2,99 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 516 | 21,53 | 570 | 23,38 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 18 413 | 912 | ||||||
2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 20 | ||||||
2025-07-18 | 13F | Swp Financial Llc | 65 604 | 3 248 | ||||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 12 083 | −25,23 | 598 | −24,11 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 111 389 | 74,46 | 5 515 | 76,90 | ||||
2025-05-16 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 74 964 | −16,37 | 3 694 | −15,59 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 687 | −0,23 | 1 173 | 1,12 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 281 694 | 0,11 | 14 024 | 2,08 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 18 558 | 0,29 | 919 | 1,66 | ||||
2025-08-27 | NP | XRLX - FundX Conservative ETF | 20 967 | 1 038 | ||||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 42 946 | −11,58 | 2 126 | −10,33 | ||||
2025-07-24 | 13F | Brucke Financial, Inc. | 75 357 | 3,23 | 3 731 | 3,12 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 31 863 | −0,63 | 1 578 | 0,77 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 314 144 | −0,99 | 15 553 | 0,41 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 63 142 | 4,16 | 3 117 | 4,53 | ||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 110 296 | 15,85 | 5 461 | 17,50 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 79 | 0,00 | 4 | 0,00 | ||||
2025-06-03 | 13F | Invst, LLC | 92 418 | −80,52 | 4 512 | −80,62 | ||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 40 484 | 2 004 | ||||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10 482 | 0,61 | 519 | 1,97 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 813 | 13,01 | 238 | 14,98 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2 147 552 | 93,25 | 106 325 | 95,99 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 014 147 | −0,90 | 50 210 | 0,50 | ||||
2025-07-29 | 13F | Creekside Partners | 28 523 | 0,45 | 1 412 | 1,88 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 23 347 | −2,86 | 1 156 | −1,53 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 29 549 | 7,36 | 1 463 | 8,86 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 989 | 49 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 407 | −22,03 | 20 | −20,00 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 8 077 | 18 683,72 | 399 | 19 850,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 115 486 | 22,18 | 5 718 | 23,32 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 193 848 | −4,47 | 9 587 | −3,23 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 24 243 | 3,27 | 1 200 | 4,71 | ||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 163 392 | 9,57 | 8 090 | 10,60 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 095 | 14,30 | 54 | 17,39 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 114 586 | 1 745,19 | 5 673 | 1 772,28 | ||||
2025-08-07 | 13F | Nwam Llc | 130 934 | 5,39 | 6 483 | 6,88 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 096 | 500 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 386 | −57,86 | 19 | −56,82 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 123 162 | −4,08 | 6 098 | −2,73 | ||||
2025-08-14 | 13F | Bakala Capital Management LLC | 18 718 | −4,03 | 927 | −2,73 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 20 552 | −12,29 | 1 018 | −11,02 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 959 | −86,98 | 790 | −86,80 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 8 150 | 0,00 | 404 | 1,51 | ||||
2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14 882 | 34,08 | 737 | 36,04 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 561 114 | 2,72 | 27 781 | 4,17 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 4 943 | 1,21 | 245 | 2,52 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 36 819 | 1 823 | ||||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 45 072 | 74,19 | 2 232 | 76,64 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 142 | −2,17 | 205 | −0,49 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 5 394 | 0,00 | 267 | 1,52 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 33 606 | 0,87 | 1 664 | 2,28 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 18 081 | −5,27 | 895 | −3,87 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 149 010 | 6,86 | 1 294 638 | 8,37 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 90 649 | 3,83 | 4 488 | 5,30 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 51 255 | −15,51 | 2 538 | −14,32 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 1 020 401 | 4,97 | 50 520 | 6,45 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 22 653 | 4,89 | 1 122 | 6,36 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 191 140 | 64,33 | 9 463 | 66,66 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | rebel Financial LLC | 147 756 | 7 315 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 964 | 11,57 | 47 | 11,90 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 782 | 237 | ||||||
2025-08-14 | 13F | Janus Henderson Group Plc | 262 849 | 0,00 | 13 014 | 1,41 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 74 456 | −1,56 | 3 686 | −0,16 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 171 915 | −11,49 | 8 512 | −10,24 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 7 265 | −6,45 | 360 | −5,28 | ||||
2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 647 | 75,82 | 32 | 88,24 | ||||
2025-08-14 | 13F | Fmr Llc | 37 966 | 55,27 | 1 880 | 57,50 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 145 641 | −0,23 | 7 203 | 1,08 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 179 951 | −1,96 | 8 909 | −0,58 | ||||
2025-05-08 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-14 | 13F | Note Advisors, LLC | 73 507 | 8,40 | 3 639 | 9,94 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 5 743 | 3,98 | 284 | 5,58 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 409 | −1,14 | 218 | 0,46 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 10 321 | 12,03 | 511 | 13,59 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 89 885 | 43,99 | 4 | 33,33 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 406 974 | −4,21 | 20 149 | −2,86 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 588 571 | 2,58 | 29 140 | 4,03 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8 887 | 40,75 | 440 | 42,53 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 90 253 | 108,32 | 4 468 | 111,25 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 664 | 0,00 | 33 | 0,00 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 124 100 | 428,09 | 6 144 | 435,19 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 147 788 | 2,70 | 7 317 | 4,14 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 432 | 0,00 | 21 | 0,00 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 15 | 0,00 | 1 | |||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 109 460 | −0,43 | 5 419 | 0,99 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 6 138 | 26,45 | 304 | 28,39 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 29 347 | 3,48 | 1 453 | 4,91 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 235 286 | 2,38 | 11 649 | 3,83 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Pointe Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | 13F | Claris Financial LLC | 5 938 | −7,23 | 294 | −6,07 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 18 966 | −11,63 | 939 | −10,41 | ||||
2025-04-30 | 13F | Ramiah Investment Group | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 32 612 | −0,35 | 1 592 | −0,81 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 297 855 | 6,16 | 14 720 | 7,69 | ||||
2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Buckingham Strategic Partners | 90 153 | 25,67 | 4 463 | 27,44 | ||||
2025-08-05 | 13F | Everest Management Corp. | 10 882 | 0,00 | 539 | 1,32 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85 600 | 3,87 | 4 238 | 5,32 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 355 901 | −5,91 | 17 621 | −4,58 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 21 402 | 2,85 | 1 060 | 4,33 | ||||
2025-08-05 | 13F | Huntington National Bank | 750 | 25,46 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 74 244 | 38,07 | 3 676 | 40,00 | ||||
2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 13 500 | 30,26 | 668 | 32,28 | ||||
2025-07-17 | 13F | Applied Capital LLC | 8 822 | −2,45 | 437 | −1,13 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 53 139 | −10,94 | 2 631 | −9,68 | ||||
2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 182 971 | 6,43 | 8 933 | 5,93 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 19 785 | 21,74 | 980 | 23,46 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 380 | −1,04 | 19 | 0,00 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 44 228 | 3,05 | 2 190 | 4,49 | ||||
2025-08-04 | 13F | Human Investing LLC | 545 326 | 4,12 | 26 991 | 5,57 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 12 229 | 86,67 | 605 | 89,66 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 7 436 | 3,28 | 368 | 4,84 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 10 163 | −40,02 | 503 | −39,18 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 18 107 | 608,13 | 896 | 622,58 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Innova Wealth Partners | 6 920 | 0,49 | 343 | 1,79 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 143 689 | 7 114 | ||||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6 866 | 0,94 | 339 | 2,11 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 081 | 0,00 | 202 | 1,51 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 52 919 | 2 615 | ||||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 1 200 | 0,00 | 59 | 0,00 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 17 243 | −44,80 | 854 | −44,07 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 45 463 | −0,12 | 2 246 | 1,08 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 6 764 812 | 11,33 | 334 926 | 12,91 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 362 294 | 42,68 | 117 374 | 44,34 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 677 | −53,25 | 826 | −52,61 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 3 653 | 236,99 | 181 | 239,62 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 110 766 | 2,87 | 5 484 | 4,34 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 22 | 0,00 | 1 | 0,00 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 66 557 | 3,52 | 3 295 | 4,97 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 35 128 | −3,79 | 1 739 | −2,41 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 181 187 | 5,57 | 8 971 | 7,07 | ||||
2025-07-01 | 13F | Bush Investment Group, Llc | 83 245 | 4 121 | ||||||
2025-07-16 | 13F | Jentner Corp | 12 016 | −40,22 | 595 | −39,45 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 471 | 0,00 | 73 | 1,41 | ||||
2025-05-06 | 13F | Summit Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 289 365 | 1,61 | 14 326 | 3,04 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 14 236 | 357,75 | 705 | 366,23 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 2 671 | −99,19 | 16 645 | 3,98 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 8 134 348 | 3,08 | 402 730 | 4,54 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 52 872 | 226,98 | 2 618 | 231,69 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9 118 | 451 | ||||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Seeds Investor Llc | 152 532 | 16,26 | 7 552 | 17,89 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 52 331 | 192,99 | 2 591 | 197,36 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 151 | 906,67 | 7 | |||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 151 | 7 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 61 993 523 | 3,00 | 3 069 299 | 4,46 | ||||
2025-08-07 | 13F | Mayport, Llc | 20 081 | 994 | ||||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 52 201 | 10,54 | 2 584 | 12,10 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 654 539 | 4,50 | 32 406 | 5,98 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 25 903 | −13,43 | 1 282 | −12,19 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 10 145 | 4,21 | 502 | 5,68 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 29 419 | −59,21 | 1 457 | −58,65 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 908 073 | −8,23 | 45 | −8,33 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 18 744 | −6,30 | 928 | −4,92 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 6 931 | 4,32 | 343 | 5,86 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 490 069 | −4,63 | 24 263 | −3,28 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 926 | 23 050,00 | 46 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 267 | −10,40 | 13 | −7,14 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 145 | 0,00 | 56 | −1,79 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 537 | 0,00 | 27 | 0,00 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 85 159 | 0,87 | 4 216 | 2,31 | ||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 108 | −12,20 | 5 | −16,67 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 5 666 | 26,64 | 281 | 28,44 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 339 707 | 120,80 | 8 141 | 8,39 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 5 479 | 0,00 | 271 | 1,50 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | VERITY Wealth Advisors | 6 026 | 0,13 | 298 | 1,71 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 9 938 | 56,28 | 492 | 59,74 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 95 363 | 7,10 | 4 721 | 8,60 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 42 720 | −22,20 | 2 115 | −21,08 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 17 654 | 10,53 | 874 | 12,20 | ||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 4 850 | 0,00 | 240 | 1,69 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 13 317 | −7,79 | 659 | −6,52 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 7 739 | 11,51 | 383 | 13,31 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 11 451 | −13,01 | 567 | −11,84 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 172 375 | −4,58 | 8 534 | −3,23 | ||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 17 819 | 1,99 | 882 | 3,52 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 7 343 917 | 4,20 | 363 597 | 5,67 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 246 | −41,78 | 210 | −41,01 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5 032 | −4,12 | 249 | −2,73 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 99 052 | 8,91 | 4 904 | 10,45 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 5 924 | −8,66 | 293 | −7,28 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 4 933 | −1,81 | 244 | −0,41 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 217 272 | −79,41 | 10 752 | −79,13 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 350 | −21,88 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 169 512 | 5,44 | 8 393 | 6,93 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 7 200 | 0,00 | 356 | 1,42 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 8 025 | 1,40 | 397 | 2,85 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 31 774 | 520,95 | 1 573 | 531,73 | ||||
2025-04-11 | 13F | Davis Capital Management | 152 | 0,00 | 7 | 0,00 | ||||
2025-05-14 | 13F | SJA Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 129 | 6 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 13 978 | −13,66 | 1 | |||||
2025-08-14 | 13F | TT Capital Management LLC | 9 971 | 491 | ||||||
2025-08-18 | 13F | Second Line Capital, LLC | 4 478 | 0,00 | 222 | 1,38 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 826 | 0,00 | 239 | 1,28 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6 819 | 338 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 32 982 | −1,22 | 1 633 | 0,12 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 6 768 | −38,19 | 335 | −37,27 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 4 925 | 244 | ||||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 7 051 | 349 | ||||||
2025-07-15 | 13F | Gpwm Llc | 266 147 | 3,90 | 13 177 | 5,37 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 13 547 | 0,62 | 671 | 1,98 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 5 522 | 0,00 | 273 | 1,49 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 45 521 | −1,56 | 2 254 | −0,18 | ||||
2025-04-29 | 13F | Traveka Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 20 117 | 9,78 | 996 | 11,30 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 521 | 26 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 17 227 | 29,18 | 853 | 30,88 | ||||
2025-05-09 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Compass Financial Services Inc | 233 | 12 | ||||||
2025-08-14 | 13F | Mendel Capital Management LLC | 9 578 | 2,97 | 474 | 4,41 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 235 594 | 1 103,61 | 11 664 | 1 121,36 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 4 727 291 | 4,50 | 234 048 | 5,97 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 148 | −96,00 | 7 | −96,11 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 19 443 | 16,23 | 963 | 17,89 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 401 | 15,59 | 614 | 17,21 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 140 742 | −1,32 | 6 968 | 0,09 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 159 | 8 | ||||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Refined Wealth Management | 335 394 | 0,35 | 16 605 | 1,77 | ||||
2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 33 033 | 22,48 | 1 635 | 24,24 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 2 007 061 | 99 370 | ||||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 96 304 | 4 740 | ||||||
2025-08-14 | 13F | FC Advisory LLC | 194 103 | 0,45 | 9 610 | 1,88 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 175 624 | 481,67 | 8 695 | 489,89 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 90 174 | 0,00 | 4 465 | 1,41 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 64 364 | 200,54 | 3 187 | 204,88 | ||||
2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 62 | −1,59 | 3 | 0,00 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 844 | 3,18 | 42 | 5,13 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 522 448 | 424,36 | 25 866 | 431,78 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 14 200 | −40,52 | 703 | −39,66 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 151 522 | 16,00 | 7 502 | 17,64 | ||||
2025-08-12 | 13F | Summit Global Investments | 15 239 | 0,11 | 1 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 265 | 0,43 | 162 | 1,90 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 18 241 | 2,30 | 900 | 3,45 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 844 | 0,00 | 91 | 1,11 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 32 109 | 4,96 | 1 590 | 6,43 | ||||
2025-08-08 | 13F | Condor Capital Management | 6 628 | −11,27 | 328 | −9,89 | ||||
2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 38 440 | −44,18 | 1 905 | −43,77 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 458 440 | 366,62 | 22 697 | 373,25 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 609 721 | 9,32 | 30 187 | 10,86 | ||||
2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 107 002 | 15,32 | 5 283 | 15,66 | ||||
2025-07-16 | 13F | Novem Group | 23 405 | 13,43 | 1 159 | 15,00 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 93 617 | 7,97 | 4 635 | 9,50 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 4 101 | −1,70 | 203 | 0,00 | ||||
2025-08-07 | 13F | Summit X, LLC | 25 716 | 1 273 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 27 461 | 1 360 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 86 | 4 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 792 541 | 50,85 | 88 558 | 52,58 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 56 | 3 | ||||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 6 195 | 10,62 | 307 | 12,09 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 72 876 | −7,06 | 3 608 | −5,75 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 7 532 | 373 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 25 924 | 54,15 | 1 283 | 56,27 | ||||
2025-04-25 | 13F | Monument Capital Management | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 67 | 0,00 | 0 | |||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 15 533 | 769 | ||||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 22 009 | −34,41 | 1 090 | −33,52 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 128 077 | −33,95 | 6 | −33,33 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 13 753 | −2,10 | 681 | −0,73 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 7 236 | −16,20 | 358 | −14,96 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 30 | 0,00 | 1 | 0,00 | ||||
2025-07-21 | 13F | Family CFO Inc | 303 | 15 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 864 | −98,92 | 43 | 2,44 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 26 449 | 312,88 | 1 280 | 309,94 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 25 | 19,05 | 1 | 0,00 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 64 247 | 8,74 | 3 181 | 10,26 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7 371 | −0,66 | 365 | 0,55 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 737 | −50,72 | 581 | −50,13 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 229 254 | 14,77 | 11 350 | 16,40 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 17 888 | 118,57 | 886 | 121,80 | ||||
2025-07-24 | NP | SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A | 142 926 | 21,47 | 7 068 | 21,34 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 8 447 | 0,00 | 418 | 1,95 | ||||
2025-07-24 | 13F | Eastern Bank | 5 955 | 1 527,05 | 295 | 1 629,41 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13 478 | −2,69 | 667 | −1,33 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 156 845 | 5,60 | 7 765 | 7,09 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 8 219 | −6,66 | 0 | |||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 121 872 | 17,33 | 6 034 | 18,99 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 12 279 | −3,31 | 608 | −1,94 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 1 963 | 97 | ||||||
2025-07-17 | 13F | Kelly Financial Services LLC | 7 079 | −0,30 | 350 | 1,16 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12 703 | 21,00 | 1 | |||||
2025-07-07 | 13F | Verde Capital Management | 17 131 | −4,29 | 848 | −2,86 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 558 | 126 | ||||||
2025-04-21 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1 331 100 | 677,97 | 65 903 | 680,27 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 10 629 | −13,08 | 526 | −11,89 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 6 107 | 14,26 | 302 | 14,39 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 67 568 | −0,45 | 3 345 | 0,97 | ||||
2025-08-14 | 13F | Sei Investments Co | 10 194 717 | 3,62 | 504 740 | 5,08 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 218 111 | 10,40 | 10 742 | 10,01 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 5 810 | 1,72 | 288 | 3,24 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 10 904 | −21,11 | 538 | −21,03 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 111 051 | −36,57 | 5 498 | −35,97 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 123 767 | 8,30 | 6 | 20,00 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 50 124 | 2 482 | ||||||
2025-07-24 | 13F | Shayne & Co., Llc | 13 190 | 0,00 | 653 | 1,56 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 188 | 3,54 | 455 | 4,85 | ||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Interactive Financial Advisors | 86 326 | −3,48 | 4 274 | −2,11 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 7 522 | 53,60 | 372 | 55,65 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 88 410 | 7,32 | 4 377 | 8,85 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Albion Financial Group /ut | 56 | 3 | ||||||
2025-07-15 | 13F | Legacy Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 693 | −64,68 | 282 | −64,25 | ||||
2025-07-24 | 13F | Blair William & Co/il | 5 046 | 1,94 | 250 | 3,32 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 131 341 | 7 | ||||||
2025-08-14 | 13F | UBS Group AG | 711 434 | 22,79 | 35 223 | 24,53 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 418 438 | 4,45 | 20 583 | 5,25 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 87 179 | 42,63 | 4 316 | 44,69 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 954 | 0,00 | 97 | 1,05 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 80 485 | 4,82 | 3 953 | 4,66 | ||||
2025-08-14 | 13F | Premier Financial Group | 13 | 1 | ||||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 10 589 | 0,00 | 524 | 1,55 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 2 063 311 | 2,45 | 102 154 | 3,90 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 252 | 0 | ||||||
2025-08-13 | 13F | Financial Freedom, LLC | 384 | 0,52 | 19 | 5,56 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 59 188 | 9,10 | 2 946 | 11,22 | ||||
2025-08-14 | 13F | Syon Capital Llc | 19 257 | 78,27 | 953 | 80,83 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 12 048 | 25,85 | 596 | 27,62 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6 228 | −15,68 | 308 | −14,44 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 443 873 | 2,71 | 22 | 5,00 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Emerald Advisors, LLC | 9 870 | −71,40 | 489 | −71,02 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 48 765 | 4,86 | 2 414 | 6,34 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 322 | −0,69 | 214 | 0,47 | ||||
2025-07-11 | 13F | LongView Wealth Management | 24 554 | −3,20 | 1 216 | −1,86 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 204 846 | −6,33 | 10 142 | −5,01 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10 420 | 8,23 | 515 | 9,57 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 6 642 | 1,58 | 329 | 2,82 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 486 359 | 7,32 | 23 939 | 7,64 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 135 | 7 | ||||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 537 292 | 0,02 | 26 601 | 1,43 |
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