Grundläggande statistik
Institutionella ägare | 1251 total, 1251 long only, 0 short only, 0 long/short - change of 0,16% MRQ |
Genomsnittlig portföljallokering | 0.9632 % - change of −4,11% MRQ |
Institutionella aktier (lång) | 409 251 180 (ex 13D/G) - change of 34,83MM shares 9,30% MRQ |
Institutionellt värde (lång) | $ 31 152 089 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) har 1251 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 409,251,180 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Morgan Stanley, Mercer Global Advisors Inc /adv, Jpmorgan Chase & Co, Allworth Financial LP, Empower Advisory Group, LLC, Goldman Sachs Group Inc, Northern Trust Corp, Bank Of America Corp /de/, and LPL Financial LLC .
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (ARCA:BSV) 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 78,97 / share. Previously, on September 10, 2024, the share price was 78,69 / share. This represents an increase of 0,36% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | H&H Retirement Design & Management INC | 20 432 | 4,60 | 1 603 | 4,91 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23 818 | −5,28 | 1 874 | −4,78 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 17 650 | 16,67 | 1 389 | 17,23 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5 994 | −0,71 | 472 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 65 509 | 5,25 | 5 156 | 5,81 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4 875 | 4,79 | 382 | 5,25 | ||||
2025-08-05 | 13F | MKP Capital Management, L.L.C. | 970 000 | 0,00 | 76 339 | 0,54 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 918 429 | 1 747,98 | 72 280 | 1 759,05 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 753 | 36,91 | 59 | 37,21 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 7 553 | 0,00 | 594 | 0,51 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 582 | −9,36 | 597 | −8,87 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4 875 | −3,08 | 384 | −2,54 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6 304 | 23,00 | 496 | 23,69 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 212 784 | −9,91 | 16 746 | −9,42 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | German American Bancorp, Inc. | 5 623 | 0,00 | 443 | 0,45 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 6 175 | −2,06 | 486 | −1,62 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 11 175 | −1,09 | 879 | −0,57 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 847 680 | 4,23 | 66 712 | 4,79 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 249 | 13,13 | 256 | 13,84 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 17 156 | −1,82 | 1 350 | −1,24 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3 767 | −67,68 | 296 | −67,54 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 39 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 523 | −29,59 | 356 | −29,28 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 6 723 | −54,20 | 527 | −53,97 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 2 911 | 229 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 78 320 | 1,67 | 6 164 | 2,21 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 157 488 | 1,02 | 12 379 | 1,48 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 600 | 47 | ||||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 3 209 | 0,98 | 253 | 1,61 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2 993 | 236 | ||||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 453 153 | 9,01 | 35 663 | 9,59 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 44 576 | 9,18 | 3 508 | 9,76 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 44 449 | 4,38 | 3 498 | 4,95 | ||||
2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2 246 | 176 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 22 719 | 2,88 | 1 788 | 3,41 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22 505 | −6,91 | 1 771 | −6,40 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 5 499 | 3,44 | 433 | 3,85 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 52 884 | 11,18 | 4 162 | 11,76 | ||||
2025-08-08 | 13F | Gts Securities Llc | 5 688 | 448 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 16 550 215 | −0,02 | 1 302 502 | 0,52 | ||||
2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 841 | 1,94 | 66 | 3,13 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 5 785 | −52,45 | 455 | −52,21 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 351 | −25,48 | 28 | −25,00 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 198 275 | 3,34 | 16 | 0,00 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80 142 | −5,15 | 6 307 | −4,63 | ||||
2025-08-04 | 13F | One Day In July LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175 698 | −5,52 | 13 827 | −5,01 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 7 596 | −7,98 | 1 | |||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1 840 | 145 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | −78,69 | 2 | −77,78 | ||||
2025-08-05 | 13F | Burney Co/ | 9 255 | −42,27 | 728 | −41,99 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 29 493 | −33,89 | 2 312 | −33,82 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34 478 | −2,10 | 2 713 | −1,56 | ||||
2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158 099 | −1,49 | 12 442 | −0,96 | ||||
2025-04-25 | 13F | Essex LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 867 | −5,61 | 462 | −5,14 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 70 156 | 2,16 | 5 521 | 2,72 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 6 236 | 6,14 | 491 | 6,75 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 247 | 19 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 1 369 | −18,95 | 108 | −18,94 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 060 | −32,18 | 83 | −31,97 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 7 018 | 552 | ||||||
2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77 305 | −5,77 | 6 084 | −5,28 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 178 103 | 35,23 | 14 017 | 35,96 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 188 180 | −12,80 | 14 810 | −12,33 | ||||
2025-08-12 | 13F | Archer Investment Corp | 13 895 | 0,50 | 1 094 | 1,02 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 632 | 286 | ||||||
2025-08-13 | 13F | Crabel Capital Management, LLC | 9 314 | 122,61 | 733 | 124,16 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 3 625 | −66,23 | 285 | −66,07 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 3 053 | 2,14 | 240 | 3,00 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 37 644 | 2,05 | 2 963 | 2,60 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 892 | −0,77 | 1 015 | −0,29 | ||||
2025-08-12 | 13F | Bokf, Na | 26 031 | 46,64 | 2 049 | 47,44 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 206 203 | −12,64 | 16 228 | −12,17 | ||||
2025-08-05 | 13F | Lincoln National Corp | 3 457 109 | −1,90 | 272 074 | −1,37 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 2 598 | 204 | ||||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 4 335 | 1,50 | 341 | 2,10 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 2 578 | 0,00 | 203 | 0,50 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 143 | 0,00 | 11 | 0,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707 235 | −15,08 | 55 659 | −14,63 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 529 737 | −3,27 | 42 | −2,38 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 3 | 0,00 | 0 | |||||
2025-07-31 | 13F | Darden Wealth Group Inc | 4 014 | 316 | ||||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | −93,18 | 643 | 0,63 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 38 775 | 0,35 | 3 052 | 2,21 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 18 184 | 2,15 | 1 431 | 2,73 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 38 935 | 0,54 | 3 064 | 1,09 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 4 715 | 3,51 | 371 | 4,21 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 2 336 000 | 5,89 | 183 843 | 6,46 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 13 252 | 41,84 | 1 043 | 42,54 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 6 664 | 0,00 | 524 | 0,58 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 18 013 | 1 418 | ||||||
2025-08-04 | 13F | REDW Wealth LLC | 159 933 | 2,78 | 12 587 | 3,33 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 050 | 30,76 | 83 | 32,26 | ||||
2025-08-06 | 13F | Washington Trust Bank | 7 616 | 599 | ||||||
2025-08-07 | 13F | Davis R M Inc | 4 500 | −1,10 | 354 | −0,56 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 708 | 56 | ||||||
2025-07-29 | 13F | Lutz Financial Services LLC | 242 492 | −1,16 | 19 084 | −0,63 | ||||
2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 5 114 | 0,95 | 402 | 1,52 | ||||
2025-08-05 | 13F | Atlas Wealth Partners, LLC | 3 426 | 0,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 616 | 48 | ||||||
2025-07-17 | 13F | MBA Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 677 | −9,03 | 289 | −8,54 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 215 780 | 0,32 | 16 982 | 0,86 | ||||
2025-08-13 | 13F | Todd Asset Management Llc | 5 192 | 0,00 | 409 | 0,49 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 215 909 | 8,18 | 16 992 | 8,76 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52 523 | −4,31 | 4 134 | −3,79 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 32 836 | 0,02 | 2 584 | 0,58 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7 532 | 0,00 | 590 | 0,34 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 6 426 | 506 | ||||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 31 746 | −7,01 | 2 498 | −6,51 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 173 003 | 1,32 | 13 615 | 1,86 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 2 902 | 10,93 | 228 | 11,76 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 330 410 | 5,59 | 26 | 8,33 | ||||
2025-07-15 | 13F | McAdam, LLC | 188 139 | 4,75 | 14 807 | 5,31 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19 317 | 2,09 | 1 520 | 2,63 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 633 989 | 419,33 | 49 895 | 422,12 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 67 268 | 10,47 | 5 294 | 11,08 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5 055 | −0,51 | 398 | 0,00 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 737 | 3,09 | 215 | 3,86 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92 494 | −5,90 | 7 | 0,00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 25 259 | 8,82 | 1 988 | 9,42 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 9 994 | 0,00 | 787 | 0,51 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 60 670 | −7,54 | 4 775 | −7,05 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5 645 | −11,16 | 442 | −11,27 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 1 694 | 0,00 | 133 | 0,76 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169 721 | −1,62 | 13 357 | −1,10 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 97 909 | 0,43 | 7 705 | 0,97 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 165 | −20,04 | 92 | −20,18 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88 805 | −56,06 | 6 989 | −55,83 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 25 633 | 0,60 | 2 017 | 1,15 | ||||
2025-08-11 | 13F | Covestor Ltd | 109 | 0 | ||||||
2025-08-13 | 13F | Fiduciary Group LLC | 29 991 | −5,11 | 2 360 | −4,61 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 754 404 | −0,72 | 59 372 | −0,19 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 44 195 | 3,23 | 3 478 | 3,79 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 586 | 39 550,00 | 125 | 463,64 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157 322 | −1,11 | 12 381 | −0,57 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 7 638 | 5,41 | 601 | 5,81 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 9 300 | 1,09 | 732 | 1,53 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 311 017 | −6,82 | 339 277 | −6,32 | ||||
2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3 980 | −0,05 | 313 | 0,64 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68 179 | −3,23 | 5 366 | −2,70 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 551 | 43 | ||||||
2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 7 063 | 556 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 201 586 | 0,00 | 15 865 | 0,53 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 682 | 290 | ||||||
2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Cumberland Partners Ltd | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Coastline Trust Co | 1 604 | −11,38 | 126 | −10,64 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17 965 | −4,11 | 1 408 | −4,02 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 2 728 | 0,00 | 215 | 0,47 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 826 927 | 1,83 | 65 | 3,17 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 89 043 | 6,60 | 7 008 | 7,17 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45 460 | 0,61 | 3 578 | 1,13 | ||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4 921 | −1,09 | 387 | −0,51 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51 419 | −7,71 | 4 047 | −7,22 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 10 282 | −6,65 | 809 | −6,15 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 146 615 | 4,11 | 11 539 | 4,67 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 25 829 | 3,53 | 2 033 | 4,05 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 20 | 2 | ||||||
2025-07-25 | 13F | Community Bank, N.A. | 1 350 | 0,00 | 106 | 0,95 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 292 | 0,00 | 102 | 0,00 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 36 709 | 16,45 | 2 889 | 17,11 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19 872 | −5,10 | 1 564 | −4,64 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 6 065 | −4,56 | 477 | −4,02 | ||||
2025-07-17 | 13F | Washington Capital Management Inc | 88 630 | 0,00 | 6 975 | 0,55 | ||||
2025-04-11 | 13F | Davis Capital Management | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 74 | 0,00 | 6 | 0,00 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 12 181 | 0,00 | 959 | 0,52 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 165 | 1,23 | 13 | 0,00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 898 178 | 6,19 | 70 687 | 6,77 | ||||
2025-07-15 | 13F | Optima Capital Llc | 2 711 | −13,55 | 213 | −13,06 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 860 | 0,00 | 304 | 0,33 | ||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 14 284 | 1 | ||||||
2025-08-12 | 13F | MAI Capital Management | 33 887 | −11,10 | 2 667 | −10,66 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Exeter Financial, LLC | 116 905 | −9,51 | 9 200 | −9,03 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 5 928 304 | 79,46 | 448 360 | 73,38 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 926 | 0,87 | 73 | 1,41 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 4 154 | 327 | ||||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 6 435 | 0,00 | 506 | 0,60 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103 739 | −0,75 | 8 164 | −0,21 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 14 378 | −46,88 | 1 127 | −46,81 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 37 830 | −20,47 | 3 | −33,33 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435 969 | −3,77 | 34 311 | −3,26 | ||||
2025-07-28 | 13F | Strategent Financial, LLC | 2 845 | 0,00 | 224 | 0,45 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 6 861 | −4,55 | 540 | −4,09 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14 734 | 3,97 | 1 160 | 4,51 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 4 600 | 0,00 | 362 | 0,56 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 171 356 | 0,11 | 13 486 | 0,64 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Brookmont Capital Management | 9 007 | 0,07 | 709 | 0,57 | ||||
2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6 055 | −4,86 | 0 | |||||
2025-08-06 | 13F | North Capital, Inc. | 492 | 0,00 | 39 | 0,00 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 8 947 | 0,00 | 704 | 0,57 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 1 880 | 148 | ||||||
2025-08-06 | 13F | Legacy Bridge, LLC | 50 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 2 582 | 2,62 | 203 | 3,57 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Center For Asset Management LLC | 9 825 | −5,37 | 759 | −6,65 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16 995 | 83,19 | 1 338 | 84,16 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 42 391 | 0,78 | 3 336 | 1,34 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 166 762 | 12,01 | 13 124 | 12,61 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 776 660 | 2,10 | 139 823 | 2,64 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 2 584 | 0,00 | 203 | 0,50 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 201 | 38,65 | 330 | 39,83 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 44 750 | −9,53 | 3 522 | −9,04 | ||||
2025-08-12 | 13F | Camden National Bank | 4 023 | −2,43 | 317 | −1,86 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 71 550 | −0,82 | 5 631 | −0,30 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 487 | 90,23 | 38 | 90,00 | ||||
2025-08-14 | 13F | Millennium Management Llc | 17 720 | 164,12 | 1 395 | 165,52 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 4 600 | 362 | ||||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 3 798 | 299 | ||||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19 486 | −3,44 | 1 534 | −2,91 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24 929 | −17,07 | 1 962 | −16,66 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 11 634 | −1,71 | 916 | −1,19 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17 468 | −5,73 | 1 375 | −5,24 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 121 749 | 12,41 | 87 662 | 11,88 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6 719 | −2,81 | 529 | −2,40 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 3 277 | −2,79 | 258 | −2,28 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 871 | −1,22 | 383 | −0,78 | ||||
2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81 574 | −24,83 | 6 420 | −24,44 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 14 190 | −20,95 | 1 117 | −20,57 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 822 | 0,00 | 65 | 0,00 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 5 658 | 34,36 | 445 | 35,26 | ||||
2025-07-25 | 13F | FIDELIS iM, LLC | 67 918 | −13,06 | 5 345 | 88 983,33 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 13 410 | 1,04 | 1 055 | 1,64 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 82 616 | 2,17 | 6 502 | 2,72 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 6 723 | −51,34 | 1 | −100,00 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 3 408 | −96,20 | 268 | −96,18 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 16 025 | 18,15 | 1 261 | 18,85 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10 363 | −7,46 | 816 | −6,96 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 17 772 | 0,00 | 1 | 0,00 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 7 940 | 0,00 | 625 | 0,48 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54 425 | −0,53 | 4 273 | 0,00 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 389 | 0,00 | 109 | 0,93 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 936 | 0,05 | 310 | 0,65 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25 029 | −25,48 | 1 970 | −25,10 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 109 650 | −35,01 | 8 629 | −34,66 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 237 | 0,00 | 19 | 0,00 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 132 857 | 13,50 | 10 456 | 14,11 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 4 461 | 0,95 | 351 | 1,74 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 704 | 0,53 | 134 | 1,52 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 82 103 | 67,10 | 6 424 | 67,35 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 53 | −74,40 | 4 | −75,00 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 51 725 | 17,31 | 4 049 | 21,74 | ||||
2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Graypoint LLC | 15 586 | −13,11 | 1 227 | −12,68 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 229 | 2,67 | 97 | 3,23 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 85 755 | 3,71 | 6 749 | 4,25 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | −24,00 | 12 | −26,67 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 655 | 0,00 | 52 | 0,00 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 57 250 | 0,88 | 4 506 | 1,42 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32 864 | 28,06 | 2 586 | 28,78 | ||||
2025-07-11 | 13F | Essex Savings Bank | 2 551 | 201 | ||||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15 900 | −9,62 | 1 251 | −9,15 | ||||
2025-08-14 | 13F | Man Group plc | 139 943 | −11,78 | 11 014 | −11,31 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5 583 | 2,95 | 439 | 3,54 | ||||
2025-08-01 | 13F | Planning Directions Inc | 194 290 | −1,20 | 15 291 | −0,67 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160 843 | 3,92 | 12 658 | 4,48 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 28 568 | −7,29 | 2 248 | −6,80 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 85 215 | 0,01 | 6 671 | 1,32 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 271 146 | 49,36 | 21 | 50,00 | ||||
2025-07-18 | 13F | United Bank | 11 034 | 0,00 | 868 | 0,58 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 35 826 | 0,45 | 2 820 | 1,00 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4 081 | 4,21 | 321 | 4,90 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 2 658 | −40,68 | 209 | −40,29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 182 313 | 3,37 | 14 348 | 3,93 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 375 726 | 20,67 | 29 412 | 22,25 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 622 | −60,51 | 442 | −60,32 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 108 282 | 23,33 | 8 522 | 24,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3 196 | −31,15 | 252 | −30,85 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 30 032 | −0,26 | 2 365 | 0,34 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 3 048 | −0,49 | 240 | 0,00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 5 949 | 6,79 | 466 | 6,88 | ||||
2025-07-18 | 13F | First Pacific Financial | 760 | 60 | ||||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 4 157 | −37,07 | 327 | −36,75 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1 825 | 0,00 | 141 | 1,44 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 552 759 | 9,64 | 43 502 | 10,23 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 153 399 | 5,00 | 12 073 | 5,56 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | K2 Financial Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 1 621 727 | −4,53 | 126 819 | −4,33 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4 653 | −13,91 | 366 | −13,48 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 648 142 | 7,72 | 51 | 8,51 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 28 167 | −4,23 | 2 212 | −3,79 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 12 805 | 25,40 | 1 008 | 26,03 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 12 604 | 23,71 | 992 | 24,34 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 27 647 | −31,53 | 2 161 | −31,62 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | St Germain D J Co Inc | 300 | 0,00 | 24 | 0,00 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 14 421 | 1,20 | 1 135 | 1,70 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7 124 | 15,41 | 561 | 16,42 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 2 235 | 28,82 | 176 | 29,63 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 5 310 | −17,80 | 418 | −17,43 | ||||
2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 599 | −19,28 | 755 | −18,82 | ||||
2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 31 132 | 3,67 | 2 450 | 4,75 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 25 | 0,00 | 2 | 0,00 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 9 320 | 10,44 | 733 | 11,06 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 288 493 | 9,46 | 101 281 | 9,96 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 28 772 | 4,93 | 2 264 | 5,50 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 103 952 | 1,53 | 8 181 | 2,08 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 18 117 | −1,31 | 1 426 | −0,77 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39 426 | 1,50 | 3 103 | 2,04 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 65 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 136 734 | 10 761 | ||||||
2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 3 637 | 10,21 | 286 | 10,85 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95 383 | −2,23 | 7 507 | −1,70 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 65 989 | 5,47 | 5 193 | 6,04 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 8 416 | −23,84 | 662 | −23,47 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 267 000 | 2,77 | 21 013 | 3,32 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 837 | −26,08 | 223 | −25,75 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 26 | 0,00 | 0 | |||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 24 413 | −8,73 | 1 911 | −8,13 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 26 | 2 | ||||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20 047 | 5,62 | 1 578 | 6,20 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 33 526 | 8,57 | 2 638 | 9,14 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 9 996 | 0,00 | 787 | 0,51 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 201 675 | 1,69 | 15 872 | 2,24 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 8 606 | −8,65 | 677 | −8,14 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 2 812 | 0,00 | 221 | 0,45 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6 852 | 4,12 | 539 | 4,66 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 4 247 | −8,41 | 334 | −7,73 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 10 929 | −7,45 | 860 | −6,93 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 9 402 | −4,57 | 740 | −4,15 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 278 231 | 32,54 | 21 728 | 32,22 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 245 438 | −0,22 | 19 316 | 0,32 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7 226 | 5,63 | 569 | 6,17 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4 952 | 0,00 | 390 | 0,52 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6 747 834 | 7,07 | 531 054 | 7,64 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 161 | 13 | ||||||
2025-08-26 | 13F | Nautilus Advisors LLC | 3 800 | 0,00 | 299 | 0,67 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 12 748 | −31,81 | 1 003 | −31,44 | ||||
2025-07-28 | 13F | Copia Wealth Management | 190 | 0,00 | 15 | 0,00 | ||||
2025-07-31 | 13F/A | Avion Wealth | 33 997 | −25,85 | 3 | −33,33 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 7 577 | −0,08 | 596 | 0,51 | ||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 10 655 | −1,62 | 839 | −1,06 | ||||
2025-08-15 | 13F | Morgan Stanley | 37 597 584 | 151,93 | 2 958 930 | 153,28 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 890 | 306 | ||||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10 560 | 0,00 | 831 | 0,61 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 722 | 11,42 | 1 237 | 12,05 | ||||
2025-07-11 | 13F | First PREMIER Bank | 17 113 | −3,05 | 1 | 0,00 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 3 087 | 0,95 | 243 | 1,26 | ||||
2025-08-07 | 13F | Midwest Trust Co | 4 509 | 355 | ||||||
2025-07-14 | 13F | BetterWealth, LLC | 245 236 | 7,00 | 19 300 | 7,57 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 282 197 | 4,32 | 22 209 | 4,87 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 135 563 | −4,68 | 10 669 | −4,17 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 76 275 | 0,96 | 6 003 | 1,49 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 20 325 | 0,00 | 1 591 | 1,34 | ||||
2025-08-12 | 13F | Change Path, LLC | 391 744 | −0,07 | 30 830 | 0,47 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 915 109 | −6,00 | 386 819 | −5,49 | ||||
2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6 287 | −2,03 | 495 | −1,59 | ||||
2025-07-30 | 13F | Whittier Trust Co | 31 101 | −1,65 | 2 448 | −1,13 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 519 | −33,67 | 277 | −33,49 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 101 239 | 13,16 | 7 968 | 13,77 | ||||
2025-08-12 | 13F | Associated Banc-corp | 340 227 | 3,42 | 26 776 | 3,97 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 2 908 | 0,97 | 229 | 1,33 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 233 383 | 0,19 | 18 367 | 0,73 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 4 169 | −3,34 | 328 | −2,67 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12 458 | −2,51 | 980 | −0,71 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 191 992 | 6,45 | 15 110 | 7,02 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 35 972 | 5,90 | 3 | 0,00 | ||||
2025-08-06 | 13F | Agf Management Ltd | 51 475 | −8,65 | 4 051 | −8,16 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 3 547 | −0,56 | 279 | 0,00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 38 156 | 65,33 | 3 003 | 66,22 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 3 133 | −0,67 | 245 | −0,41 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 102 903 | −3,99 | 8 099 | −3,48 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 5 911 | −95,74 | 465 | −95,72 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 179 | 0,00 | 14 | 0,00 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 4 269 | 27,55 | 336 | 28,35 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 540 412 | −2,84 | 43 | −2,33 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1 634 | 0,00 | 129 | 0,79 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21 738 | 6,12 | 1 711 | 6,67 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 706 900 | −44,95 | 55 633 | −44,65 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3 095 | 4,49 | 244 | 5,19 | ||||
2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37 138 | −0,91 | 2 910 | −0,58 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 3 528 | −73,10 | 278 | −72,66 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 165 659 | 14,34 | 13 037 | 14,95 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 4 467 | −2,91 | 352 | −2,50 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 22 558 | 14,51 | 1 775 | 15,11 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 784 | 4,79 | 296 | 4,96 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 76 274 | −3,11 | 6 003 | −2,60 | ||||
2025-08-11 | 13F | Citigroup Inc | 598 569 | 35,49 | 47 107 | 36,21 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | −82,79 | 2 | −88,89 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 6 723 | −12,01 | 529 | −11,71 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 50 585 | −3,34 | 3 981 | −2,81 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 28 824 | 0,86 | 2 268 | 1,39 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 10 158 | −29,25 | 799 | −28,85 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 765 | 0,00 | 60 | 1,69 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 4 194 | 17,84 | 330 | 18,71 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3 689 | 0,00 | 290 | 0,69 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 42 166 | −13,50 | 3 318 | −13,05 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 723 | 0,00 | 57 | 0,00 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9 963 | −7,42 | 784 | −6,89 | ||||
2025-07-11 | 13F | Bell Bank | 14 538 | 1 144 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 141 716 | 3,42 | 11 153 | 3,98 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 9 778 | 3,50 | 770 | 4,48 | ||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74 530 | −4,76 | 5 840 | −4,45 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 415 788 | 18,44 | 32 722 | 19,07 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31 852 | −3,42 | 2 507 | −2,91 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 100 955 | 0,99 | 7 945 | 1,55 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 14 026 | 0,19 | 1 104 | 0,73 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 470 | 1,08 | 37 | 0,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 238 225 | 865,61 | 18 748 | 870,90 | ||||
2025-07-15 | 13F | Hall Laurie J Trustee | 14 267 | 0,00 | 1 123 | 0,54 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 9 668 | 761 | ||||||
2025-07-23 | 13F | Massachusetts Wealth Management | 28 927 | 1,97 | 2 277 | 2,52 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 65 924 | 9,27 | 5 188 | 9,87 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 14 754 | −1,67 | 1 161 | −1,11 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 86 892 | 0,00 | 6 802 | 0,00 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 289 | 23 | ||||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241 199 | −1,34 | 18 982 | −0,81 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 700 | −0,58 | 685 | −0,15 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 5 648 | −33,53 | 443 | −33,03 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 45 | 4 | ||||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 12 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 10 174 | 8,10 | 801 | 8,70 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 71 224 | 16,93 | 5 605 | 17,55 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 5 245 | 0,00 | 413 | 0,49 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 384 604 | −2,85 | 30 268 | −2,32 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 754 | 2,76 | 217 | 3,35 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 18 824 | −19,79 | 1 481 | −19,38 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6 485 | 8,37 | 510 | 8,97 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 61 992 | 2,31 | 4 879 | 2,87 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 19 988 | −12,49 | 1 573 | −11,98 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 792 001 | −0,68 | 62 330 | −0,14 | ||||
2025-08-14 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9 116 | −4,55 | 717 | −4,02 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 13 196 | 9,28 | 1 039 | 9,84 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 63 065 | 21,06 | 4 963 | 21,73 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 3 579 | 0,00 | 282 | 0,36 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528 638 | −0,52 | 41 361 | −0,57 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Estate Counselors, LLC | 215 481 | 944,20 | 16 958 | 950,03 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 64 303 | 5 061 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 9 609 | −2,94 | 756 | −2,33 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 191 156 | 1,82 | 15 044 | 2,37 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12 249 | 5,97 | 964 | 6,64 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 68 115 | 0,29 | 5 361 | 0,83 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67 518 | −1,53 | 5 314 | −1,01 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2 638 | −89,87 | 208 | −89,84 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 12 801 | 5,90 | 1 007 | 6,45 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 10 956 | −12,48 | 863 | −12,03 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 309 | 24 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 150 794 | 5,15 | 11 867 | 5,72 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 639 | −38,90 | 1 073 | −38,58 | ||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | −16,67 | 16 | −16,67 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 361 | −0,93 | 894 | −0,33 | ||||
2025-07-16 | 13F | Plancorp, LLC | 34 167 | 3,54 | 2 689 | 4,07 | ||||
2025-08-13 | 13F | Alerus Financial Na | 39 | 3 | ||||||
2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 137 660 | 1,04 | 10 834 | 1,58 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 304 067 | 7,31 | 23 930 | 8,12 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 413 497 | 4,97 | 32 542 | 5,53 | ||||
2025-08-12 | 13F | Barr E S & Co | 488 355 | −5,71 | 38 434 | −5,21 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 392 738 | 4,53 | 30 909 | 5,09 | ||||
2025-08-01 | 13F | James Investment Research Inc | 5 811 | 0,02 | 457 | 0,66 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 635 | 0,00 | 50 | 13,95 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 68 868 | 2,97 | 5 420 | 3,51 | ||||
2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Barrett & Company, Inc. | 10 563 | 0,02 | 831 | 0,61 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | −22,05 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 2 604 203 | 2,77 | 204 951 | 3,32 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 612 | −9,32 | 914 | −8,88 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 30 418 | 14,17 | 2 394 | 14,77 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 004 | 54,83 | 315 | 56,72 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | −58,33 | 1 | −100,00 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 3 291 | 2,81 | 259 | 3,60 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 8 664 | 0,00 | 682 | 0,44 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 085 | 0,00 | 85 | 1,19 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 164 105 | 6,81 | 12 912 | 7,38 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4 419 | 2,22 | 348 | 2,66 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 266 | 21 | ||||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 309 | −1,82 | 497 | −1,39 | ||||
2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 7 618 | 0,00 | 600 | 0,50 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 508 | 0,00 | 40 | 0,00 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 890 | 0,00 | 0 | |||||
2025-04-08 | 13F | Verde Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83 612 | −8,03 | 6 580 | −7,53 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 405 | 5,74 | 347 | 6,13 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 6 365 | −2,33 | 501 | −1,96 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 862 306 | 0,71 | 67 863 | 1,25 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 600 | 0,00 | 47 | 2,17 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 187 | −6,54 | 0 | −100,00 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 651 | −0,75 | 208 | −0,96 | ||||
2025-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | WFA of San Diego, LLC | 190 | 0,00 | 15 | 0,00 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6 147 | −1,76 | 484 | −1,23 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 403 260 | 483,74 | 31 737 | 486,94 | ||||
2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 6 437 | 0,00 | 507 | 0,60 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 26 633 | 107,07 | 2 096 | 108,35 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 832 | 0,00 | 65 | 0,00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 19 568 | 60,66 | 1 540 | 61,59 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 63 428 | 8,51 | 4 992 | 9,09 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | −14,97 | 49 | −14,29 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7 124 | −0,04 | 561 | 0,54 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 87 667 | 164,35 | 6 899 | 165,76 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 40 745 | −5,85 | 3 | 0,00 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 14 537 | 0,01 | 1 144 | 0,62 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 40 322 | 47,07 | 3 173 | 47,86 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 8 921 | 31,13 | 698 | 31,20 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 679 972 | 5,55 | 53 514 | 6,11 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 899 521 | 3,99 | 149 492 | 4,55 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 12 135 | −0,82 | 955 | −0,21 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 661 | −10,73 | 209 | −10,30 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 30 694 | 0,00 | 2 416 | 0,54 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 266 | 336 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 090 | −18,06 | 243 | −17,63 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 12 653 | 20,20 | 996 | 20,75 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 5 362 | −2,88 | ||||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 261 | 19,05 | 1 122 | 19,74 | ||||
2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 390 | −67,31 | 31 | −67,74 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 550 | −32,06 | 279 | −30,77 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4 136 | −31,32 | 325 | −31,00 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 19 678 | −8,38 | 1 549 | −7,91 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 194 | 0,00 | 251 | 0,40 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 708 | 0 | ||||||
2025-07-28 | 13F | Courier Capital Llc | 9 725 | −33,69 | 765 | −33,30 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 8 723 | 7,64 | 1 | |||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 560 | −10,55 | 201 | −10,27 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340 102 | −5,80 | 26 766 | −5,30 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 48 781 | −0,39 | 3 839 | 0,16 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 2 757 | −12,03 | 216 | −11,16 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 11 173 | 0,24 | 880 | 0,80 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 2 831 | −5,19 | 223 | −4,72 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 3 757 | −23,12 | 294 | −23,04 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 427 | 0,00 | 34 | 0,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 382 030 | −3,11 | 30 066 | −2,59 | ||||
2025-07-21 | 13F | HT Partners LLC | 43 498 | −0,93 | 3 423 | −0,38 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 57 299 | 4 509 | ||||||
2025-08-11 | 13F | Seizert Capital Partners, Llc | 5 831 | 0,92 | 459 | 1,33 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 8 491 | 2,80 | 668 | 3,41 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 3 388 | 0,00 | 267 | 0,38 | ||||
2025-07-16 | 13F | American National Bank | 152 | 0,00 | 12 | 0,00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 12 248 | 6,91 | 964 | 7,48 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 16 647 | −0,19 | 1 303 | 1,16 | ||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 42 803 | 29,52 | 3 369 | 30,24 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 63 773 | −9,76 | 5 | 0,00 | ||||
2025-08-14 | 13F | Enstar Group LTD | 32 166 | 0,00 | 2 531 | 0,56 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13 483 | 114,49 | 1 061 | 118,76 | ||||
2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 3 534 | 0,00 | 278 | 0,72 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 669 | −86,25 | 210 | −86,18 | ||||
2025-08-14 | 13F | Sentinus, LLC | 3 415 | 31,04 | 269 | 32,02 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 93 | 1,09 | 0 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 155 | 5,33 | 2 216 | 5,88 | ||||
2025-08-14 | 13F | Graney & King, LLC | 9 | −85,00 | 1 | −100,00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 20 941 | 12,45 | 1 648 | 13,11 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 4 034 | −0,98 | 317 | −0,31 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 13 164 | −8,30 | 1 036 | −7,75 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 166 | 0,00 | 13 | 8,33 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 2 898 | −3,98 | 228 | −3,39 | ||||
2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45 260 | −77,47 | 3 566 | −76,84 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 717 | 0,00 | 56 | 0,00 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | −94,72 | 12 | −95,05 | ||||
2025-07-07 | 13F | Investors Research Corp | 426 | 0,47 | 34 | 0,00 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 880 583 | 5,80 | 69 302 | 6,36 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20 999 | 1,41 | 1 653 | 1,98 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 46 979 | 16,74 | 3 697 | 17,37 | ||||
2025-07-15 | 13F | Verum Partners LLC | 21 264 | −10,80 | 1 673 | −10,34 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 190 176 | −12,55 | 14 967 | −12,08 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12 913 | 0,02 | 1 011 | 1,30 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 414 161 | 3,80 | 111 295 | 4,36 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 5 461 | −66,67 | 428 | −66,61 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27 455 | −8,59 | 2 161 | −8,12 | ||||
2025-07-29 | 13F | Regions Financial Corp | 10 103 | 19,43 | 795 | 20,09 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58 247 | −1,34 | 4 584 | −0,80 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 102 | 32,70 | 165 | 33,33 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 25 455 | 22,59 | 2 003 | 23,26 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 4 395 | −13,64 | 346 | −13,32 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 1 408 807 | 4,33 | 110 873 | 4,89 | ||||
2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 3 370 | 0,00 | 265 | 0,76 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 33 655 | 26,82 | 2 649 | 27,49 | ||||
2025-08-14 | 13F | Granite FO LLC | 2 628 | 0,34 | 207 | 0,49 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 8 874 | −13,92 | 698 | −13,51 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 32 198 341 | 58,23 | 2 534 010 | 59,08 | ||||
2025-07-23 | 13F | Penney Financial, LLC | 3 930 | −6,47 | 309 | −5,79 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 842 | 2,79 | 1 089 | 3,32 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 863 | −10,62 | 698 | −10,18 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3 402 | 0,32 | 268 | 0,75 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 10 812 | 6,82 | 851 | 7,32 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 12 205 | −7,36 | 961 | −6,89 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 2 746 | 0,11 | 216 | 0,93 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 367 979 | −0,25 | 28 960 | 0,28 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 7 468 753 | −11,27 | 587 791 | −10,79 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 704 | 55 | ||||||
2025-07-23 | 13F | Slow Capital, Inc. | 58 010 | −0,25 | 4 565 | 0,29 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 116 781 | −49,80 | 9 | −50,00 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 67 978 | 26,93 | 5 327 | 27,32 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 22 874 | 1,48 | 1 791 | 2,81 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 117 | −0,33 | 639 | 0,16 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 218 136 | 20,91 | 17 167 | 21,56 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 36 445 | −4,86 | 2 868 | −4,34 | ||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 358 884 | 5,09 | 28 208 | 5,58 | ||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 3 187 | −12,68 | 249 | −12,63 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 96 | 0,00 | 8 | 0,00 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3 559 | 0,00 | 280 | 0,72 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5 128 | −38,58 | 404 | −38,28 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 1 812 600 | 60,23 | 142 652 | 61,09 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 38 685 | −1,94 | 3 045 | −1,42 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 4 379 | 0,18 | 345 | 0,58 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 29 034 | 0,96 | 2 285 | 1,47 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 434 542 | 46,58 | 34 198 | 47,37 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3 545 | 279 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 8 799 | −4,38 | 692 | −3,89 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3 418 | −2,37 | 269 | −1,82 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5 055 | 0,00 | 398 | 0,51 | ||||
2025-08-11 | 13F | Lummis Asset Management, LP | 2 460 | 0,00 | 194 | 0,52 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3 041 | 0,03 | 239 | 0,84 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 6 023 | 0,10 | 474 | 0,64 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 138 941 | −59,61 | 10 935 | −59,39 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54 423 | 4 283 | ||||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5 192 | 0,00 | 409 | 0,49 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 7 415 | 0,24 | 584 | 0,69 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49 903 | −0,41 | 3 927 | 0,13 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 458 | 1 137,84 | 36 | 1 700,00 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2 547 | 200 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 4 008 | −20,51 | 315 | −20,05 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 102 | 0,73 | 716 | 1,27 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 21 573 | 21,49 | 1 698 | 22,09 | ||||
2025-07-15 | 13F | Kwmg, Llc | 181 869 | 45,49 | 14 313 | 46,27 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59 893 | −32,40 | 4 714 | −32,04 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45 404 | −1,12 | 3 573 | −0,58 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 112 | 0,00 | 9 | 0,00 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3 472 | −6,74 | 271 | −6,87 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 32 668 | 3,86 | 2 571 | 4,39 | ||||
2025-07-17 | 13F | Financial Partners Group, LLC | 72 595 | 5 713 | ||||||
2025-07-25 | 13F | Wealth Architects, LLC | 54 578 | 7,43 | 4 295 | 8,02 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 6 529 | −0,99 | 514 | −0,58 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Wealthquest Corp | 409 564 | 5,46 | 32 233 | 6,02 | ||||
2025-07-25 | 13F | Parker Financial LLC | 140 306 | 2,99 | 11 042 | 3,53 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 205 | 0,00 | 16 | 0,00 | ||||
2025-07-23 | 13F | First Merchants Corp | 749 453 | 1,70 | 58 982 | 2,25 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 5 980 | 0,00 | 471 | 0,43 | ||||
2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 517 | 145,66 | 667 | 151,32 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 15 934 | 4,16 | 1 254 | 4,68 | ||||
2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 921 258 | 2,63 | 72 503 | 3,19 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 34 907 | −10,53 | 3 | −33,33 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 247 | 39,55 | 19 | 46,15 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 158 059 | −1,52 | 12 439 | −0,99 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24 873 | −12,06 | 1 958 | −11,61 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 11 975 | 942 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36 552 | 2 877 | ||||||
2025-08-05 | 13F | Centennial Bank/AR/ | 54 127 | −3,16 | 4 260 | −2,65 | ||||
2025-08-06 | 13F | Equity Investment Corp | 12 118 | 0,95 | 954 | 1,49 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 24 821 | −0,05 | 1 953 | 0,51 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 24 592 | −3,42 | 1 935 | −2,91 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 313 056 | −3,07 | 103 | −2,83 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75 414 | −18,96 | 5 935 | −18,52 | ||||
2025-07-15 | 13F | Bfsg, Llc | 53 156 | −1,65 | 4 183 | −1,11 | ||||
2025-08-13 | 13F | JT Stratford LLC | 9 429 | 36,67 | 742 | 37,41 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 53 812 | 8,32 | 4 235 | 10,34 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 984 | −41,44 | 628 | −41,14 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 652 | 0,00 | 51 | 0,00 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-02 | 13F | Marcum Wealth, LLC | 15 687 | −3,93 | 1 228 | −2,70 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111 159 | −65,29 | 8 710 | −64,29 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 20 083 | 57,80 | 1 531 | 61,33 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 336 178 | 0,03 | 26 457 | 0,57 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17 700 | 96,56 | 1 393 | 97,73 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9 792 | 67,18 | 771 | 68,12 | ||||
2025-08-14 | 13F | Comerica Bank | 786 255 | 11,95 | 61 878 | 12,55 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21 515 | −1,99 | 1 687 | −1,86 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 791 653 | 33,24 | 62 303 | 33,96 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 15 692 | 7,78 | 1 235 | 8,34 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 3 | 0,00 | 0 | |||||
2025-08-13 | 13F | Haverford Trust Co | 53 310 | 0,00 | 4 195 | 0,53 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 2 877 | −44,56 | 226 | −44,33 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 5 981 | −8,80 | 471 | −8,38 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 48 868 | −5,57 | 3 846 | −5,09 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 13 343 | 1,57 | 1 050 | 2,14 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 2 251 | −63,18 | 177 | −62,97 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 | 0,00 | 1 | |||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18 599 | 3,14 | 1 464 | 3,69 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 3 651 | −0,54 | 287 | 0,00 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38 310 | −1,65 | 3 015 | −1,15 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 139 120 | 2,59 | 11 | 0,00 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 4 703 | −7,51 | 0 | |||||
2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 7 907 | −1,92 | 622 | −1,43 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 3 380 | 0,00 | 266 | 0,76 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 42 054 | −13,10 | 3 310 | −12,65 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 530 | 0,00 | 120 | 0,84 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 7 402 | 7,20 | 583 | 7,78 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 323 | 0,00 | 340 | 0,59 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 578 | 45 | ||||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29 406 | −16,81 | 2 314 | −16,37 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 204 | −10,09 | 960 | −9,60 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 185 | −1,45 | 565 | −0,88 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 1 107 | 0,00 | 87 | 1,16 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 2 710 | 213 | ||||||
2025-07-30 | 13F | Wbh Advisory Inc | 97 842 | −9,27 | 7 700 | −8,78 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6 510 | 0,00 | 512 | 0,59 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 2 773 | −0,18 | 218 | 0,46 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 110 | 9 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 122 642 | −43,59 | 9 652 | −43,29 | ||||
2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 24 543 | −17,38 | 1 932 | −16,95 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 005 787 | −4,36 | 79 | −3,66 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 18 886 | 14,96 | 1 486 | 15,64 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 17 025 | 32,37 | 1 340 | 33,10 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 378 | 30 | ||||||
2025-07-28 | 13F | Ritholtz Wealth Management | 6 107 | −7,99 | 481 | −7,51 | ||||
2025-08-15 | 13F | United Services Automobile Association | 16 661 | −95,28 | 1 311 | −95,26 | ||||
2025-07-31 | 13F | City State Bank | 118 484 | 0,77 | 9 325 | 1,31 | ||||
2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Thomasville National Bank | 27 834 | −6,96 | 2 191 | −6,45 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 221 477 | 2,22 | 17 348 | 2,56 | ||||
2025-08-13 | 13F | Echo45 Advisors LLC | 144 286 | −0,08 | 11 355 | 0,46 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 4 371 | −1,66 | 344 | −0,86 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 3 140 | 0,00 | 247 | 0,82 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 958 | 0 | ||||||
2025-07-15 | 13F | Bnc Wealth Management, Llc | 2 872 | 9,74 | 226 | 10,78 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 60 042 | −0,12 | 4 725 | 0,43 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4 781 | 27,70 | 376 | 28,33 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 528 | 0,00 | 278 | 0,36 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 36 639 | 22,55 | 2 883 | 23,21 | ||||
2025-08-04 | 13F | Balentine LLC | 3 838 | 0,00 | 302 | 0,67 | ||||
2025-08-14 | 13F | Mariner, LLC | 375 975 | 3,04 | 29 589 | 3,60 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 45 428 | 63,06 | 3 575 | 63,99 | ||||
2025-08-05 | 13F | Tsfg, Llc | 152 | 0,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 245 | 58,06 | 19 | 58,33 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 2 685 | 211 | ||||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97 900 | 10,87 | 7 705 | 11,46 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 098 | −18,91 | 1 109 | −18,34 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 35 322 | −0,98 | 2 780 | −0,47 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 15 | 0,00 | 1 | 0,00 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9 119 | −1,77 | 718 | −1,24 | ||||
2025-08-07 | 13F | Allworth Financial LP | 18 685 793 | 1,45 | 1 470 572 | 1,94 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 162 | 1,62 | 482 | 1,69 | ||||
2025-07-16 | 13F | Old Port Advisors | 31 659 | −6,45 | 2 492 | −5,96 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 41 088 | 21,67 | 3 234 | 22,32 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 281 266 | 5,95 | 258 236 | 6,52 | ||||
2025-07-17 | 13F | Clean Yield Group | 1 189 | 0,00 | 94 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 501 | −28,33 | 1 299 | −27,97 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18 920 | −0,30 | 1 489 | 0,27 | ||||
2025-08-14 | 13F | Betterment LLC | 570 256 | 6,17 | 45 | 4,76 | ||||
2025-08-13 | 13F | Northern Trust Corp | 9 935 759 | 39,63 | 781 944 | 40,38 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 911 | 229 | ||||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 15 | 1 | ||||||
2025-08-13 | 13F | American Money Management, LLC | 2 756 | 0,00 | 217 | 0,47 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 51 163 | 3,72 | 4 027 | 4,27 | ||||
2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 80 636 | 15,23 | 6 346 | 15,87 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 32 803 | 58,58 | 2 582 | 59,42 | ||||
2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 376 | 3,46 | 266 | 3,92 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 318 265 | 4,71 | 25 047 | 5,27 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 4 232 | −4,73 | 333 | −4,03 | ||||
2025-05-06 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Simmons Bank | 7 573 | −5,11 | 596 | −4,65 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 113 433 | 3,74 | 8 927 | 4,30 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 2 948 | −78,48 | 233 | −78,26 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 34 091 | −7,73 | 2 683 | −6,62 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 7 319 | 0,05 | 576 | 0,70 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 320 | −11,93 | 340 | −11,49 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 37 206 | 2,37 | 2 928 | 2,95 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 532 898 | −0,98 | 199 339 | −0,45 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 14 943 | −0,28 | 1 176 | 0,17 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 42 869 | −33,55 | 3 374 | −33,19 | ||||
2025-07-30 | 13F | Sterling Investment Management, Inc. | 56 053 | −4,76 | 4 411 | −4,25 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 332 107 | −1,57 | 26 137 | −1,05 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7 125 | −1,74 | 561 | −1,23 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80 895 | −18,63 | 6 366 | −18,20 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 121 058 | 3,18 | 9 527 | 3,73 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 5 000 | 0,00 | 394 | 0,51 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 2 671 | 210 | ||||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5 363 | 1,90 | 419 | 1,70 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 258 | 15,50 | 1 358 | 16,17 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 876 375 | 1,54 | 69 | 1,49 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 103 | 0,00 | 8 | 0,00 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 115 506 | −4,08 | 9 | 0,00 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 148 | 12 | ||||||
2025-07-24 | 13F | PDS Planning, Inc | 411 345 | 5,40 | 32 373 | 5,97 | ||||
2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2 564 | −2,17 | 202 | −1,95 | ||||
2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11 430 | 0,18 | 895 | |||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 12 800 | 0,00 | 1 007 | 0,60 | ||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 123 967 | 0,22 | 9 756 | 0,76 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 29 150 | −0,73 | 2 294 | −0,17 | ||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 57 627 | 0,32 | 4 535 | 0,87 | ||||
2025-05-08 | 13F | Howland Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 37 285 | 112,70 | 3 | 100,00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 17 113 | 2,61 | 1 347 | 3,14 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38 752 | 3,22 | 3 050 | 3,78 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 47 384 | −11,71 | 3 729 | −11,24 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 58 791 | 0,87 | 4 627 | 1,40 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 274 | −10,02 | 415 | −9,39 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 113 649 | −18,28 | 8 943 | −17,85 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | First Interstate Bank | 21 994 | 8,83 | 1 731 | 9,36 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 134 | 0,00 | 11 | 0,00 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 86 764 | 4,28 | 6 828 | 4,85 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15 690 | −14,55 | 1 235 | −14,13 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 53 716 | 3,29 | 4 227 | 3,86 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 263 | 0,32 | 99 | 1,02 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 34 990 | 2,74 | 2 754 | 3,30 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 10 899 | 16,27 | 858 | 16,92 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6 071 | −37,20 | 478 | −36,90 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 4 733 | 0,49 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | −96,90 | 11 | −96,95 | ||||
2025-07-28 | 13F | Davidson Trust Co | 7 992 | 9,63 | 629 | 10,35 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 10 320 | 1,10 | 812 | 1,63 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 12 589 | 1,50 | 990 | 2,06 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6 912 | −0,13 | 544 | 0,37 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 6 347 | 0,00 | 0 | |||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22 193 | −0,78 | 2 | 0,00 | ||||
2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 19 948 | −2,00 | 1 568 | −1,57 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | MONECO Advisors, LLC | 7 489 | −25,30 | 589 | −24,87 | ||||
2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 2 720 | 0,00 | 214 | 0,94 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 12 474 | −7,42 | 982 | −6,93 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 62 039 | 5 | ||||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 23 582 | 0,27 | 1 856 | 0,82 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 215 915 | 1,55 | 16 993 | 2,10 | ||||
2025-08-12 | 13F | Private Management Group Inc | 4 420 | 3,17 | 348 | 3,58 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 357 | 4,47 | 422 | 4,99 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 184 060 | 1,68 | 14 486 | 2,22 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 21 260 | 179,74 | 1 673 | 181,65 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 183 185 | −1,10 | 14 417 | −0,57 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 371 | −1,67 | 501 | −1,18 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 6 817 | 0,00 | 536 | 0,56 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 19 229 | −0,31 | 1 513 | 0,27 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3 457 109 | −1,90 | 272 074 | −1,37 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 2 653 | 209 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 774 | 63,45 | 1 399 | 64,28 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 26 137 | −4,37 | 2 057 | −3,88 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116 296 | −1,44 | 10 181 | 10,22 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 30 612 | 3,49 | 2 409 | 4,06 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 745 | 66,70 | 9 975 | 67,60 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 9 784 | 0,00 | 770 | 0,65 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 3 432 | −13,88 | 270 | −13,18 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6 553 | 61,13 | 516 | 61,95 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 112 274 | −1,23 | 8 836 | −0,71 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5 954 | 32,78 | 0 | |||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 798 | −0,10 | 456 | 0,44 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 65 556 | 5,79 | 5 159 | 6,37 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 12 487 | −7,48 | 983 | −7,01 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 203 554 | 3,78 | 16 020 | 4,34 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 565 | −3,43 | 515 | −3,20 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 5 945 | 3,36 | 468 | 3,78 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 5 886 | −16,24 | 463 | −15,82 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 3 227 | 254 | ||||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 34 649 | −0,25 | 2 727 | 0,26 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Apexium Financial, Lp | 137 290 | 67,25 | 10 805 | 68,16 | ||||
2025-07-29 | 13F | TFC Financial Management | 104 533 | 0,26 | 8 227 | 0,80 | ||||
2025-08-04 | 13F | McMill Wealth Management | 2 561 | 0,00 | 201 | 0,50 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 532 617 | 3,16 | 41 693 | 4,51 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 88 147 | −15,92 | 6 937 | −15,46 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 183 816 | 62,60 | 14 466 | 63,48 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 67 573 | −2,38 | 5 318 | −1,85 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 27 418 | −7,33 | 2 158 | −6,83 | ||||
2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Traveka Wealth, LLC | 44 996 | −4,16 | 3 541 | −3,65 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-04-08 | 13F | Beese Fulmer Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 37 581 | −3,34 | 2 958 | −2,83 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 41 168 | 12,48 | 3 240 | 13,09 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52 328 | 20,60 | 4 118 | 21,26 | ||||
2025-05-08 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Argent Trust Co | 11 659 | 0,00 | 918 | 0,55 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
2025-08-12 | 13F | Fidato Wealth LLC | 123 144 | 3,72 | 9 691 | 4,27 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34 049 | −33,63 | 3 | −33,33 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14 577 | 9,76 | 1 147 | 10,39 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 2 818 | 222 | ||||||
2025-08-12 | 13F | Choate Investment Advisors | 440 | 35 | ||||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 241 | −14,18 | 98 | −14,16 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 27 613 | 5,50 | 2 173 | 6,10 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 47 755 | 0,76 | 3 758 | 1,29 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 702 335 | 10,91 | 55 274 | 11,51 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 135 376 | −0,88 | 10 654 | −0,35 | ||||
2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 53 656 | 0,59 | 4 204 | 0,91 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 175 036 | 12,75 | 13 775 | 13,36 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 34 905 | −89,24 | 2 747 | −89,18 | ||||
2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 142 659 | −3,54 | 11 227 | −3,01 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 39 268 | 0,52 | 3 090 | 1,08 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 399 764 | −2,13 | 31 461 | −1,60 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 9 813 | 1 | ||||||
2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 215 | 1,81 | 332 | 2,16 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 13 740 | −25,57 | 1 075 | −25,61 | ||||
2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 51 009 | −0,34 | 4 014 | 0,20 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 33 430 | 45,13 | 2 631 | 47,84 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 4 819 | −8,90 | 379 | −8,45 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 30 801 | −1,77 | 2 424 | −1,22 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 393 | −37,52 | 31 | −38,78 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 8 914 | 3,30 | 702 | 3,85 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 3 019 | 0,00 | 238 | 0,42 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 731 | 451 | ||||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6 761 | 532 | ||||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 79 224 | −0,02 | 6 235 | 0,50 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 388 | 0,00 | 31 | 0,00 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 4 425 | 0,00 | 348 | 0,58 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 22 001 | 7,06 | 1 731 | 7,65 | ||||
2025-07-30 | 13F | Retirement Planning Group | 19 127 | −8,34 | 1 505 | −7,84 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 6 660 | 0,99 | 524 | 1,55 | ||||
2025-07-10 | 13F | Ahl Investment Management, Inc. | 44 914 | −0,11 | 3 535 | 0,43 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36 239 | −8,37 | 2 852 | −7,82 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 7 105 | −2,03 | 559 | −1,41 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25 299 | −21,05 | 1 991 | −20,61 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 508 | −96,26 | 40 | −96,33 | ||||
2025-07-15 | 13F | BCS Wealth Management | 6 488 | −2,52 | 1 | |||||
2025-08-05 | 13F | Navalign, LLC | 24 216 | −19,17 | 1 906 | −18,76 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 104 212 | −1,81 | 8 201 | −1,29 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 744 272 | −2,48 | 58 574 | −1,96 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 25 561 | 1,32 | 2 012 | 1,87 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 525 | 0,00 | 41 | 0,00 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 130 | 0,00 | 10 | 0,00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 101 998 | −1,32 | 8 027 | −0,78 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 52 225 | −4,39 | 4 110 | −3,86 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2 609 | −20,94 | 205 | −20,54 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 578 | −13,99 | 45 | −13,46 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 738 | −3,78 | 58 | −3,33 | ||||
2025-07-10 | 13F | Moller Financial Services | 49 250 | 2,78 | 3 876 | 3,33 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 965 681 | 1,44 | 233 399 | 1,99 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23 643 | −20,31 | 1 861 | −19,90 | ||||
2025-08-26 | 13F | Claris Financial LLC | 5 073 | −0,90 | 399 | 1,01 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 30 | 3,45 | 2 | 0,00 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 1 467 | 6,46 | 0 | |||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 57 033 | 11,40 | 4 488 | 13,45 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 364 245 | 1,21 | 28 666 | 1,76 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 28 648 | −5,25 | 2 255 | −4,73 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 432 | 14,11 | 349 | 14,47 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 31 083 | −0,48 | 2 446 | 0,08 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 18 728 | 0,00 | 1 474 | 0,48 | ||||
2025-08-07 | 13F | Nwam Llc | 153 425 | −2,38 | 12 075 | −1,85 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 73 262 | 13,72 | 5 766 | 14,34 | ||||
2025-07-24 | 13F | Baskin Financial Services Inc. | 2 945 | 0,00 | 0 | |||||
2025-08-13 | 13F | RW Investment Management LLC | 1 170 018 | 0,12 | 92 080 | 0,65 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 283 046 | 13,46 | 22 245 | 13,91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 67 132 | −6,98 | 5 283 | −5,25 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 239 269 | 746,28 | 18 831 | 750,88 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 54 085 | −0,01 | 4 256 | 0,52 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 262 | −49,18 | 2 224 | −48,91 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2 552 | 201 | ||||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 174 076 | −1,57 | 13 700 | −1,04 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57 496 | 14,92 | 4 525 | 17,05 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 076 932 | 7,73 | 2 681 815 | 8,31 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 470 019 | 5,85 | 36 990 | 6,42 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 242 904 | −0,66 | 19 117 | −0,13 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 11 883 | 0,46 | 935 | 0,97 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 769 451 | 1,92 | 60 556 | 2,47 | ||||
2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 58 260 | 6,54 | 4 585 | 7,03 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 22 663 | −10,32 | 1 784 | −9,86 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 35 118 | −1,73 | 3 | 0,00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33 234 | −5,32 | 2 616 | −4,81 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 8 000 | −0,25 | 630 | 0,32 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7 082 | −0,01 | 554 | 0,00 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 136 | 3,82 | 11 | 0,00 | ||||
2025-08-14 | 13F | First Manhattan Co | 9 064 | 20,21 | 713 | 20,85 | ||||
2025-07-25 | 13F | Cwm, Llc | 95 757 | −0,67 | 8 | 0,00 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 84 419 | 17,70 | 6 644 | 18,33 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 3 001 | −2,79 | 236 | −2,07 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 796 532 | 2,01 | 62 687 | 2,56 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 3 828 | −7,00 | 301 | −6,52 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 78 605 | −6,72 | 6 186 | −6,22 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 11 568 | −4,30 | 910 | −3,81 | ||||
2025-08-14 | 13F | Fmr Llc | 27 605 | −87,17 | 2 173 | −87,10 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 062 | −60,43 | 241 | −60,33 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wit, Llc | 844 643 | 0,00 | 66 473 | 0,54 | ||||
2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 35 772 | −6,38 | 2 818 | −4,96 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 5 446 | −3,73 | 429 | −3,17 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 172 627 | 4,80 | 13 586 | 5,37 | ||||
2025-07-22 | 13F | Accel Wealth Management | 2 563 | 0,20 | 202 | 0,50 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24 193 | 1,22 | 1 904 | 1,82 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 45 268 | 6,08 | 3 563 | 6,65 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 53 283 | −2,29 | 4 193 | −1,76 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 45 492 | −4,95 | 3 580 | −4,43 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 41 381 | −6,38 | 3 253 | −5,96 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 448 864 | 3,87 | 35 326 | 4,43 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 9 220 | −0,91 | 726 | −0,41 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 535 | 0,38 | 42 | 2,44 | ||||
2025-07-18 | 13F | Columbia Asset Management | 32 637 | 2 569 | −1,65 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 35 093 | −6,95 | 2 762 | −6,47 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 20 467 | −4,03 | 1 611 | −3,54 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 65 400 | 7 770,04 | 1 | −100,00 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 021 291 | −1,50 | 159 076 | −0,97 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 226 892 | 0,60 | 17 856 | 1,14 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 957 801 | 2,23 | 74 977 | 3,57 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 658 | 32,06 | 287 | 32,41 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 1 400 | 110 | ||||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 2 966 | −5,42 | 233 | −4,90 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 17 732 | 3,42 | 1 396 | 3,95 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 5 607 | 0,29 | 441 | 0,92 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 242 | 2,27 | 255 | 2,82 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 38 650 | 0,92 | 3 042 | 1,47 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 18 230 | −29,07 | 1 435 | −28,73 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 397 | 0,00 | 31 | 0,00 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 8 799 | −0,19 | 692 | 0,29 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 58 842 | −73,97 | 5 | −76,47 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 47 754 | 3,73 | 3 758 | 4,30 | ||||
2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 707 | 0,00 | 56 | 0,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 549 | 10,14 | 4 687 | 10,73 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 137 092 | −8,20 | 10 789 | −7,70 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 575 639 | −6,72 | 45 303 | −6,22 | ||||
2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 7 478 | 0,00 | 589 | 0,51 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 73 888 | −70,35 | 5 815 | −70,19 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 3 588 | 0,65 | 281 | 1,08 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 7 | 0,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 192 693 | −26,35 | 15 165 | −25,96 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 104 472 | 3,29 | 165 622 | 3,84 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3 539 | 0,00 | 279 | 0,36 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 16 425 | 1,78 | 1 293 | 2,30 | ||||
2025-08-04 | 13F | Spire Wealth Management | 58 031 | −9,48 | 4 567 | −8,99 | ||||
2025-08-05 | 13F | Huntington National Bank | 3 296 | −9,20 | ||||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 8 234 | 1,88 | 648 | 2,53 | ||||
2025-07-29 | 13F | Schubert & Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 59 915 | −1,61 | 4 715 | −1,07 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 2 892 | 1,90 | 0 | |||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 66 793 | 24,01 | 5 250 | 24,56 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 136 | 32,95 | 1 978 | 33,65 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 10 080 | 0,00 | 793 | 0,51 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 255 871 | −68,53 | 177 537 | −68,28 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 2 604 | 0,00 | 205 | −0,49 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 13 960 | −9,20 | 1 099 | −8,73 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 47 106 | −0,47 | 3 707 | 0,08 | ||||
2025-08-04 | 13F | Human Investing LLC | 405 079 | 3,45 | 31 869 | 3,97 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 277 | 0,00 | 22 | 0,00 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 27 500 | 2 164 | ||||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 9 780 | −0,51 | 770 | 0,00 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 3 956 | 0,00 | 311 | 0,65 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 113 109 | −1,30 | 8 902 | −0,77 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 9 241 | −1,22 | 727 | −0,68 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 29 084 | 1,83 | 2 289 | 2,37 | ||||
2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 798 107 | 38,16 | 63 058 | 38,93 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 605 839 | 0,95 | 47 680 | 1,49 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27 712 | 26,95 | 2 181 | 27,63 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16 070 | 1,55 | 1 265 | 2,10 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 68 790 | −3,47 | 5 414 | −2,96 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 4 967 | −96,91 | 13 218 | 4,90 | ||||
2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Jentner Corp | 722 651 | 2,26 | 56 873 | 2,81 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 913 931 | 1,38 | 71 926 | 1,92 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 5 528 | −97,92 | 435 | −97,91 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 108 168 | 5,56 | 8 513 | 6,12 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30 685 | −1,23 | 2 415 | −0,70 | ||||
2025-07-30 | 13F | Schwartz Investment Counsel Inc | 15 800 | −3,07 | 1 243 | −2,51 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 890 827 | 132,53 | 70 108 | 133,78 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Security National Bank | 3 602 | 0,00 | 283 | 0,71 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 198 344 | 0,73 | 15 610 | 1,27 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 29 199 | 0,15 | 2 298 | 0,66 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 29 966 | 4,79 | 2 358 | 5,36 | ||||
2025-07-25 | 13F | Bull Street Advisors, LLC | 107 027 | −2,06 | 8 | 0,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 349 842 | 1,46 | 27 533 | 2,00 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 2 704 | 213 | ||||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 791 535 | 2,49 | 62 294 | 3,04 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 4 322 | 340 | ||||||
2025-08-14 | 13F | LM Advisors LLC | 74 684 | 0,00 | 6 | 0,00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 76 603 | 15,11 | 6 029 | 15,72 | ||||
2025-07-23 | 13F | Family Legacy, Inc. | 24 867 | −10,21 | 1 957 | −9,73 | ||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 1 294 | 0,00 | 102 | 1,00 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13 538 | −3,44 | 1 065 | −2,92 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 54 699 168 | 1,58 | 4 304 825 | 2,13 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 32 922 | 63,77 | 2 591 | 64,65 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | FSA Investment Group, LLC | 7 302 | 18,14 | 575 | 18,84 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 5 383 445 | 6,92 | 423 677 | 7,49 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 4 366 | −47,75 | 344 | −47,55 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 310 934 | 8,58 | 103 171 | 9,17 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 9 143 | 0,94 | 720 | 1,41 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 7 155 | 11,71 | 563 | 12,38 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2 694 | −48,26 | 212 | −47,91 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 37 359 | −0,47 | 2 940 | 0,07 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 364 | 0,55 | 28 | 3,70 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 39 498 | −14,71 | 3 108 | −14,24 | ||||
2025-07-31 | 13F | United Community Bank | 356 | 28 | ||||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 8 315 | 42,99 | 654 | 43,74 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 4 637 | 10,12 | 363 | 10,03 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 39 483 | 3 107 | ||||||
2025-08-14 | 13F | Marquette Associates, Inc. | 73 690 | −4,16 | 5 799 | −3,64 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 1 132 | 0,00 | 89 | 1,14 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 667 | 366,95 | 131 | 385,19 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 54 424 | −10,27 | 4 283 | −9,79 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 7 402 | −0,74 | 583 | −0,17 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 127 945 | 0,54 | 246 | 1,23 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 14 904 | 1,57 | 1 173 | 2,09 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 190 153 | 0,02 | 14 965 | 0,56 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 11 338 | 26,08 | 892 | 26,70 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 9 592 | 3,03 | 755 | 3,57 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 123 327 | 1,04 | 9 706 | 1,50 | ||||
2025-08-12 | 13F | Ames National Corp | 137 754 | −4,69 | 10 841 | −4,18 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 327 | 0,00 | 26 | 0,00 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 43 | −4,44 | 3 | 0,00 | ||||
2025-07-28 | 13F | Aries Wealth Management | 17 964 | 0,05 | 1 414 | 0,57 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 76 011 | −2,04 | 5 982 | −1,50 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 92 810 | 236,09 | 7 304 | 237,99 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 131 493 | 3,96 | 10 348 | 4,51 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 144 316 | −2,05 | 11 358 | −1,53 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 53 837 | −7,28 | 4 237 | −6,80 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 40 634 | −3,08 | 3 198 | −2,56 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 84 177 | −4,33 | 6 625 | −3,82 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7 295 | −84,82 | 574 | −84,74 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 4 255 | −63,83 | 335 | −63,70 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 1 710 | −6,30 | 131 | −5,76 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 4 232 | −3,60 | 333 | −2,92 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 18 101 201 | 4,63 | 1 424 564 | 5,19 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 100 790 | −1,71 | 7 932 | −1,17 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 2 789 | 219 | ||||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 221 547 | −0,18 | 17 436 | 0,36 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 151 503 | 0,61 | 11 923 | 1,15 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 6 415 794 | 1,23 | 504 923 | 1,77 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | WPG Advisers, LLC | 1 764 | −54,82 | 139 | −54,75 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 21 132 | −75,38 | 1 663 | −75,24 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 50 939 | −3,29 | 4 009 | −2,79 | ||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 84 | −14,29 | 7 | −14,29 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 13 723 | −3,00 | 1 080 | −2,44 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 75 314 | −1,79 | 5 927 | −1,27 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 424 | 0,00 | 33 | 3,13 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0,00 | 0 | |||||
2025-08-13 | 13F | Saiph Capital, LLC | 6 126 | 68,81 | 482 | 69,72 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 91 252 | −55,53 | 7 181 | −55,29 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 20 457 | −6,97 | 1 608 | −6,57 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 301 024 | −62,02 | 23 652 | −61,88 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 684 | 0,38 | 290 | 0,70 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 366 | 0,15 | 265 | 0,38 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 79 796 | 2,27 | 6 280 | 2,82 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 25 000 | 0,00 | 1 968 | 0,51 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 8 819 | 14,76 | 694 | 15,47 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 17 | 466,67 | 1 | |||||
2025-08-07 | 13F | Keynote Financial Services Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Ellevest, Inc. | 83 853 | −66,78 | 6 599 | −66,60 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 709 937 | 2,26 | 55 872 | 2,81 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 50 992 | −3,21 | 4 013 | −2,69 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 5 586 | 0,98 | 440 | 1,39 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 2 566 | 202 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 22 903 | −7,34 | 2 | 0,00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4 157 | 0,00 | 327 | 0,62 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8 378 | −2,50 | 659 | −1,93 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 916 | 445,76 | 466 | 453,57 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 6 679 | −7,04 | 526 | −6,58 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 074 | 37,51 | 399 | 38,54 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 3 386 | −43,64 | 267 | −43,40 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 247 | 0,00 | 19 | 0,00 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 45 753 | 1 335,61 | 3 601 | 1 345,78 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 232 | −17,73 | 18 | −18,18 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 9 245 | 728 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 1 289 516 | −2,26 | 101 | −1,94 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 941 | 16,29 | 861 | 16,98 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 42 100 | 19,04 | 3 313 | 19,69 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 149 097 | 4,75 | 11 686 | 4,89 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 645 | −42,50 | 208 | −42,22 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 2 495 778 | 0,28 | 196 418 | 0,82 | ||||
2025-08-14 | 13F | FC Advisory LLC | 36 647 | 0,47 | 2 884 | 1,02 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 218 902 | 5,39 | 17 228 | 5,95 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10 951 | 25,67 | 862 | 26,25 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 676 | 5,66 | 447 | 6,19 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 16 907 | −0,82 | 1 331 | −0,30 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2 912 | 229 | ||||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 6 959 | −6,70 | 548 | −6,17 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 6 900 | 13,02 | 543 | 0,56 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 267 | 0,00 | 21 | 5,00 | ||||
2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 8 000 | 0,00 | 630 | 0,48 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 9 | 0,00 | 1 | |||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 877 | −51,78 | 305 | −51,51 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 17 906 | −9,07 | 1 409 | −8,57 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 552 861 | 13,88 | 43 510 | 14,49 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 347 | 0,00 | 0 | |||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 48 511 | −2,22 | 3 818 | −1,70 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 13 119 | −15,11 | 1 032 | −14,64 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 4 700 | 0,00 | 370 | 0,54 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 153 712 | −15,13 | 12 097 | −14,67 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 171 877 | 9,07 | 13 527 | 9,66 | ||||
2025-08-07 | 13F | Cumberland Advisors Inc | 9 650 | 4,21 | 759 | 4,83 | ||||
2025-09-03 | 13F | American Trust | 4 923 | 387 | ||||||
2025-08-07 | 13F | Wealth Forward, LLC | 139 294 | 0,56 | 10 962 | 1,11 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 50 | 4 | ||||||
2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 25 257 | 1,07 | 1 974 | 2,07 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 59 682 | 37,73 | 4 697 | 38,47 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 8 979 | 707 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 25 027 | −1,79 | 1 970 | −1,25 | ||||
2025-07-16 | 13F/A | CX Institutional | 559 | −88,32 | 0 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 39 405 | −6,00 | 3 101 | −5,49 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6 660 | −1,04 | 524 | −0,38 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 4 647 | −4,28 | 366 | −3,95 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 20 690 | −6,68 | 1 628 | −6,17 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5 093 | −13,10 | 401 | −12,66 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 625 | 0,00 | 49 | 2,08 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 3 432 | 270 | ||||||
2025-07-14 | 13F | Foster Group, Inc. | 39 459 | 2,25 | 3 105 | 2,81 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 65 256 | 14,71 | 5 136 | 15,32 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 11 095 | 0,00 | 1 | |||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 198 | −22,51 | 94 | −22,31 | ||||
2025-08-12 | 13F | Tumwater Wealth Management, LLC | 8 033 | −2,51 | 632 | −2,02 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 310 | −1,63 | 260 | −1,14 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 282 082 | −3,03 | 22 200 | −2,51 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 3 | 0,00 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 581 | 1,04 | 46 | 0,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 483 | 26,75 | 115 | 25,27 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 16 096 | 0,02 | 1 267 | 0,56 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 6 125 | 0,66 | 0 | |||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Versant Capital Management, Inc | 428 | 20,90 | 34 | 22,22 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 17 139 | −0,40 | 1 349 | 0,15 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 29 264 | −25,60 | 2 303 | −25,18 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 362 | 28 | ||||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 145 790 | −0,93 | 11 474 | −0,40 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 183 891 | 8,10 | 14 472 | 8,68 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42 015 | −1,48 | 3 307 | −0,96 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 42 408 | 3 338 | ||||||
2025-07-30 | 13F | Darrow Company, Inc. | 70 199 | 1,73 | 5 525 | 2,28 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 40 460 | 0,83 | 3 184 | 1,37 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2 487 | 2,01 | 196 | 2,63 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 176 710 | 9,81 | 92 641 | 10,40 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 15 655 | 18,99 | 1 232 | 19,73 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 120 337 | −8,27 | 9 470 | −7,78 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 10 181 | 0,00 | 797 | 0,00 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 99 731 | −2,62 | 7 849 | −2,10 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | NCM Capital Management, LLC | 2 918 | 0,00 | 230 | 0,44 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 58 073 | 4 570 | ||||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 260 | −74,59 | 1 044 | −74,44 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 360 | 19,68 | 1 838 | 20,29 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 205 | −0,10 | 331 | 0,30 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 31 873 | 10,19 | 2 508 | 10,78 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 5 925 | 0,00 | 466 | |||||
2025-07-24 | 13F | Eastern Bank | 45 386 | 0,25 | 3 572 | 0,79 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 16 | 1 | ||||||
2025-08-08 | 13F | Richmond Brothers, Inc. | 196 590 | −44,54 | 15 472 | −44,24 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 183 | 1,67 | 14 | 0,00 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73 844 | 16,07 | 5 812 | 16,69 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 392 617 | −10,68 | 345 699 | −10,20 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | M&t Bank Corp | 222 508 | −0,77 | 17 511 | −0,24 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 33 186 | −0,15 | 2 612 | 0,38 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 3 810 | 5,72 | 300 | 6,03 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 9 | 1 | ||||||
2025-08-14 | 13F | Headinvest, Llc | 129 008 | 0,50 | 10 153 | 1,04 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 4 993 | −2,92 | 393 | −2,49 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2 763 | 0,04 | 217 | 1,88 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 017 | −30,86 | 80 | −30,43 | ||||
2025-07-29 | 13F | Robinson Value Management, Ltd. | 1 066 | 0,00 | 84 | 0,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 476 | −8,72 | 274 | −7,14 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 677 | 22,50 | 1 | |||||
2025-08-08 | 13F | Creative Planning | 513 072 | −7,01 | 40 379 | −6,52 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Maseco Llp | 40 653 | 3 199 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 370 090 | 7,96 | 29 126 | 8,54 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 13 417 | 17,34 | 1 056 | 17,88 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 69 450 | 2,55 | 5 466 | 3,09 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 2 952 | −10,60 | 232 | −10,08 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 263 658 | 1,84 | 20 750 | 2,38 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 65 | 5 | ||||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2 745 | 0,00 | 216 | 0,93 | ||||
2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 358 | 13,74 | 579 | 14,43 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 1 018 | 5,17 | 80 | 6,67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 136 460 | 12,70 | 10 698 | 12,62 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 125 029 | 8,64 | 9 772 | 8,48 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 53 416 | −41,83 | 4 204 | −40,76 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 5 775 | 0,00 | 454 | 0,44 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 3 979 | 0,94 | 313 | 1,62 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 6 605 | −25,18 | 520 | −24,89 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 94 675 | 4,69 | 7 451 | 5,24 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 29 671 | −3,34 | 2 335 | −2,79 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 148 437 | 11 682 | ||||||
2025-07-14 | 13F | Hoey Investments, Inc | 1 259 | −19,76 | 99 | −18,85 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 623 | 0,00 | 49 | 2,08 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 7 234 | 0,00 | 559 | 0,00 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7 652 | −11,52 | 603 | −10,28 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | eCIO, Inc. | 165 220 | 5,38 | 13 003 | 5,94 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 6 451 | 0,64 | 508 | 1,20 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 134 952 | −2,44 | 10 621 | −1,92 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 314 | −2,16 | 182 | −1,62 | ||||
2025-08-13 | 13F | International City Management Association Retirement Corp | 599 500 | 0,00 | 47 181 | 0,54 | ||||
2025-08-14 | 13F | UBS Group AG | 3 508 060 | 3,12 | 276 084 | 3,68 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motco | 23 399 | 27,48 | 1 834 | 27,72 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 9 241 | −5,50 | 727 | −4,97 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 31 693 | −4,24 | 2 494 | −3,71 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 4 110 | −1,30 | 323 | −0,62 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 487 | 353 | ||||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 114 540 | −1,06 | 9 014 | −0,52 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 4 304 | 0,00 | 339 | 0,60 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4 238 | 0,00 | 334 | 0,60 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 019 | −19,38 | 0 | |||||
2025-07-22 | 13F | My Personal CFO, LLC | 4 298 | −4,21 | 338 | −3,70 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 88 103 | −21,28 | 6 934 | −20,86 | ||||
2025-07-24 | 13F | Blair William & Co/il | 323 984 | −0,68 | 25 498 | −0,14 | ||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1 467 | 0,96 | 115 | 1,77 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 101 860 | 8 | ||||||
2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 1 044 690 | 0,38 | 82 217 | 0,92 | ||||
2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 48 | 0,00 | 4 | 0,00 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 13 561 | 15,65 | 1 062 | 17,50 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 206 810 | 1,97 | 16 | 6,67 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 33 096 | −4,09 | 2 605 | −3,59 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 4 441 | 0,00 | 350 | 0,58 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 8 423 | −16,40 | 663 | −15,99 | ||||
2025-07-16 | 13F | Cabana Llc | 7 572 | 596 | ||||||
2025-05-02 | 13F | Seaside Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 545 | −0,12 | 1 774 | 0,40 | ||||
2025-07-07 | 13F | New Capital Management LP | 4 516 | 0,00 | 355 | 0,57 | ||||
2025-07-11 | 13F | LongView Wealth Management | 29 436 | −63,31 | 2 317 | −63,12 | ||||
2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 58 606 | 1,56 | 4 612 | 2,10 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 80 268 | 0,83 | 6 317 | 1,38 | ||||
2025-08-07 | 13F | Commerce Bank | 106 004 | −34,88 | 8 343 | −34,53 | ||||
2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 16 473 | 0,07 | 1 296 | 0,62 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 221 196 | −0,81 | 17 408 | −0,27 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 30 061 | 2,85 | 2 366 | 3,41 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 872 | −1,84 | 934 | −1,27 |
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