Grundläggande statistik
Institutionella ägare | 1040 total, 1039 long only, 0 short only, 1 long/short - change of 2,66% MRQ |
Genomsnittlig portföljallokering | 3.7219 % - change of −3,24% MRQ |
Institutionella aktier (lång) | 812 917 612 (ex 13D/G) - change of 17,06MM shares 2,14% MRQ |
Institutionellt värde (lång) | $ 28 025 457 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) har 1040 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 812,917,612 aktier. Största aktieägare inkluderar Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Colony Group, LLC, Forum Financial Management, LP, LPL Financial LLC, Buckingham Strategic Partners, Apella Capital, LLC, DFAW - Dimensional World Equity ETF, Plancorp, LLC, and Rockwood Wealth Management, LLC .
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (ARCA:DFAC) 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 17, 2025 is 38,31 / share. Previously, on September 18, 2024, the share price was 33,53 / share. This represents an increase of 14,26% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Shearwater Capital LLC | 1 704 261 | 3,00 | 61 081 | 11,90 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 161 211 | −0,43 | 5 778 | 8,16 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 34 402 | 30,77 | 1 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 324 | 12 | ||||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 236 970 | 6,57 | 8 493 | 15,77 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 4 080 082 | 47,14 | 146 230 | 59,85 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 9 490 | −1,67 | 340 | 6,92 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 32 658 | 0,30 | 1 170 | 8,94 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 72 158 | 0,00 | 2 586 | 8,66 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 9 232 | 0,00 | 331 | 8,55 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 772 386 | 9,42 | 27 682 | 18,87 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 925 272 | 0,14 | 33 162 | 8,79 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5 357 309 | −3,78 | 192 006 | 4,54 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 9 407 | 4,51 | 337 | 13,85 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 35 483 | 27,73 | 1 272 | 38,76 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 580 020 | 2,18 | 20 788 | 11,01 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 28 067 | 0,00 | 1 006 | 8,65 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3 156 100 | −5,00 | 113 115 | 3,21 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 184 367 | −0,06 | 6 608 | 8,58 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 7 311 | 0,00 | 262 | 8,71 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 246 866 | −0,43 | 8 848 | 8,18 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 42 672 | 0,00 | 1 529 | 8,67 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 190 086 | 2,56 | 6 813 | 11,42 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 30 589 | 0,00 | 1 096 | 8,62 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 975 570 | 0,66 | 70 804 | 9,36 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 899 236 | −6,20 | 32 228 | 1,90 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 16 135 | −0,18 | 578 | 8,44 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 64 800 | 483,78 | 2 322 | 534,43 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 219 638 | 11,61 | 7 872 | 21,24 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 401 502 | −50,15 | 14 390 | −45,85 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 100 | 0,00 | 4 | 0,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 23 839 | 0,00 | 854 | 8,65 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 20 935 | −62,21 | 750 | −58,95 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 18 527 | 0,00 | 664 | 8,67 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 119 877 | −0,17 | 4 296 | 8,46 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 493 258 | 4,39 | 17 678 | 13,41 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3 093 882 | 9,95 | 111 | 19,57 | ||||
2025-08-14 | 13F | Navigoe, LLC | 13 096 | 0,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 676 775 | −2,86 | 60 096 | 5,53 | ||||
2025-08-15 | 13F | Morgan Stanley | 453 591 | −1,98 | 16 257 | 6,49 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 101 145 | 2,82 | 3 625 | 11,71 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 6 043 740 | 2,19 | 216 608 | 11,02 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 438 070 | −12,21 | 15 700 | −4,63 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 61 978 | 0,00 | 2 221 | 8,66 | ||||
2025-08-13 | 13F | M&t Bank Corp | 65 258 | 0,00 | 2 339 | 8,64 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 836 | 30 | ||||||
2025-07-29 | 13F | Lutz Financial Services LLC | 820 893 | 1,76 | 29 421 | 10,55 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 9 091 | 0,30 | 326 | 8,70 | ||||
2025-08-14 | 13F | Stansberry Asset Management, Llc | 7 546 | 0,00 | 270 | 8,87 | ||||
2025-08-08 | 13F | Gts Securities Llc | 16 416 | 588 | ||||||
2025-07-29 | 13F | Fundamentun, Llc | 3 537 788 | 6,70 | 126 794 | 15,92 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 112 877 | −22,32 | 4 046 | −15,61 | ||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 41 458 | 0,00 | 1 514 | 22,49 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 96 713 | −2,63 | 3 466 | 5,80 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 18 948 | 0,00 | 679 | 3,66 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 155 766 | −0,79 | 41 423 | 7,78 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8 131 | 3,76 | 291 | 12,79 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1 021 231 | 3,42 | 36 601 | 12,35 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 245 412 | 6,36 | 8 796 | 15,56 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 38 593 | 0,00 | 1 383 | 8,64 | ||||
2025-06-27 | 13F/A | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 8 832 | 0,00 | 317 | 8,59 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 476 824 | 2,60 | 52 929 | 11,47 | ||||
2025-07-29 | 13F | Schubert & Co | 469 236 | 11,08 | 16 817 | 20,68 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 2 699 138 | 3,90 | 96 737 | 12,87 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 133 473 | −0,63 | 4 784 | 7,94 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 3 592 902 | 1,70 | 128 770 | 10,48 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 92 192 | −4,71 | 3 304 | 3,54 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3 674 | 0,30 | 132 | 9,17 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 229 981 | 0,06 | 8 243 | 8,70 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 30 235 | 0,00 | 1 084 | 8,63 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 33 891 | 0,02 | 1 215 | 8,68 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18 303 | 0,00 | 604 | −4,74 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 74 766 | −8,11 | 2 680 | −0,19 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 341 699 | 0,06 | 155 607 | 8,71 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 649 | −45,95 | 453 | −41,32 | ||||
2025-07-10 | 13F | Trust Point Inc. | 15 945 | 0,00 | 571 | 8,56 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 389 273 | 3,02 | 121 472 | 11,92 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 16 939 | 0,00 | 607 | 8,78 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 3 156 100 | −5,00 | 113 115 | 3,21 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 44 527 | 0,03 | 1 596 | 8,65 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 375 863 | 1,50 | 120 991 | 10,26 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 152 227 | 0,18 | 5 456 | 8,84 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 133 227 | −18,77 | 4 775 | −11,76 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 923 376 | −0,06 | 34 146 | 12,67 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 23 038 | 156,12 | 826 | 178,72 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 52 567 | 0,96 | 1 884 | 9,73 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 12 781 699 | 8,21 | 462 825 | 23,17 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17 972 | 0,25 | 644 | 8,97 | ||||
2025-07-16 | 13F | Exeter Financial, LLC | 27 937 | 0,85 | 1 001 | 9,64 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 266 269 | −1,21 | 9 543 | 7,33 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 483 878 | −4,64 | 17 342 | 3,60 | ||||
2025-08-13 | 13F | United Wealth Management, LLC | 3 509 007 | 2,13 | 125 763 | 10,95 | ||||
2025-07-15 | 13F | Optima Capital Llc | 206 134 | −1,31 | 7 388 | 7,21 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 6 959 | 0,00 | 249 | 8,73 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 872 | 210 | ||||||
2025-07-11 | 13F | Lincoln Capital LLC | 7 766 | 0,00 | 278 | 15,83 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 303 303 | 9,64 | 10 870 | 19,11 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 101 792 | 20 631,57 | 3 648 | 22 700,00 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 7 122 | 0,00 | 255 | 8,97 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 38 716 | −20,48 | 1 388 | −13,64 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 4 000 | 0,00 | 143 | 9,16 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 348 025 | −10,13 | 12 473 | −2,36 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 21 614 | −27,76 | 775 | −21,58 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 4 813 209 | −8,71 | 172 505 | −0,82 | ||||
2025-07-15 | 13F | tru Independence LLC | 460 781 | 1,97 | 16 514 | 10,79 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 163 484 | 3,13 | 5 859 | 12,05 | ||||
2025-07-28 | 13F | Strategent Financial, LLC | 67 209 | −0,91 | 2 409 | 7,64 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 434 639 | 4,85 | 51 | 13,33 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1 215 | 0,00 | 44 | 7,50 | ||||
2025-08-13 | 13F | Northern Trust Corp | 130 053 | 96,99 | 4 661 | 114,00 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 37 943 | 0,26 | 1 360 | 8,89 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6 252 | −9,04 | 224 | −5,49 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 398 834 | −11,66 | 14 869 | 1,80 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 938 746 | 3,15 | 33 645 | 12,06 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 758 345 | 53,90 | 27 179 | 67,20 | ||||
2025-07-29 | 13F | Regions Financial Corp | 363 539 | −3,00 | 13 029 | 5,39 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 96 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 551 | 0,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 30 825 | −0,16 | 1 105 | 8,45 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 16 249 | −9,52 | 582 | −1,69 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 17 949 | 0,00 | 643 | 8,61 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 3 349 885 | 10,26 | 123 | 22,00 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 26 985 | 0,00 | 967 | 8,65 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 862 | 0,07 | 246 | 9,38 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 54 686 | 0,02 | 1 960 | 8,65 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 347 846 | 1,51 | 12 467 | 10,28 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 329 939 | −3,20 | 11 825 | 5,17 | ||||
2025-07-17 | 13F | Black Point Wealth Management | 8 044 | −74,19 | 288 | −71,96 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 132 615 | 2,50 | 4 753 | 11,34 | ||||
2025-07-23 | 13F | First Financial Group Corp | 158 708 | 8,97 | 5 688 | 18,40 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 79 546 | 2 851 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 13 726 | 492 | ||||||
2025-07-07 | 13F | Wesbanco Bank Inc | 127 890 | 4 584 | ||||||
2025-08-01 | 13F | Facet Wealth, Inc. | 22 555 | −17,75 | 826 | −8,43 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 207 | 0,00 | 7 | 16,67 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 1 104 569 | 10,68 | 39 588 | 20,24 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 761 413 | 0,58 | 27 289 | 9,27 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 422 | 230 | ||||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7 936 | −24,30 | 284 | −17,68 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 1 004 773 | 3,11 | 36 338 | 12,42 | ||||
2025-07-18 | 13F | BCO Wealth Management LLC | 794 892 | 2,29 | 28 487 | 11,12 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 700 112 | 2,87 | 25 092 | 11,75 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 16 883 | 0,00 | 605 | 8,81 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 106 346 | −1,81 | 3 811 | 6,66 | ||||
2025-07-28 | 13F | Copia Wealth Management | 2 210 | 79 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8 809 842 | 108,94 | 315 745 | 127,00 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 22 370 | 0,00 | 802 | 8,68 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 356 460 | 12,70 | 12 774 | 22,44 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 703 176 | −23,05 | 25 202 | −16,41 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 180 577 | 10,98 | 6 472 | 20,55 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68 457 | 142,76 | 2 453 | 163,76 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 000 | 0,00 | 108 | 9,18 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 84 303 | −6,48 | 3 021 | 1,61 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 486 567 | −2,95 | 89 118 | 5,44 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 105 843 | 2,46 | 3 793 | 11,33 | ||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 36 300 | 0,64 | 1 301 | 9,34 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 75 651 | 32,85 | 2 711 | 44,36 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 129 865 | −2,00 | 4 654 | 6,47 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 143 429 | 1,54 | 5 194 | 11,08 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 8 924 449 | −3,19 | 319 852 | 5,17 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 7 661 | −5,30 | 275 | 3,01 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 25 811 | −30,08 | 925 | −23,99 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 975 | 35 | ||||||
2025-08-26 | 13F | Nautilus Advisors LLC | 86 542 | 3,89 | 3 102 | 12,85 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 8 319 | −10,64 | 298 | −2,93 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 10 282 | 0 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49 829 | 0,04 | 1 786 | 8,64 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 13 526 | 0,00 | 485 | 8,52 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 16 741 | 0,00 | 600 | 8,51 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 17 118 | 0,30 | 624 | 17,33 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 6 850 | 0,00 | 226 | −4,66 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6 832 | 0,25 | 245 | 8,93 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1 135 | −13,42 | 41 | −6,98 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 60 470 | −5,13 | 2 167 | 3,09 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 1 463 137 | 10,34 | 52 439 | 19,87 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 18 157 | 0,00 | 651 | 8,70 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 2 558 691 | −5,83 | 91 703 | 2,31 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 11 294 | 405 | ||||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5 811 | −11,43 | 208 | −3,70 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 152 934 | −0,04 | 5 481 | 8,60 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 1 888 686 | 4,81 | 67 691 | 13,87 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 19 376 | 3,28 | 694 | 12,30 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 42 116 | −81,60 | 1 509 | −80,01 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 15 617 | 7,80 | 560 | 17,19 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 472 | 0,21 | 17 | 6,67 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 76 475 | −3,25 | 2 741 | 5,10 | ||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 9 762 | 0,00 | 350 | 8,39 | ||||
2025-08-14 | 13F | Parvin Asset Management, LLC | 500 | 0,00 | 18 | 6,25 | ||||
2025-07-03 | 13F | Trust Co of the South | 1 310 513 | 4,06 | 46 969 | 13,05 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 591 946 | −7,17 | 21 215 | 0,85 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 133 617 | −5,62 | 4 789 | 2,53 | ||||
2025-04-23 | 13F | Sabal Trust CO | 24 135 | 15,32 | 796 | 10,10 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 389 | 408 | ||||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 70 640 | 1,10 | 2 532 | 9,80 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 5 212 | 0,31 | 187 | 8,77 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 820 | 0,00 | 29 | 3,57 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 267 | 0,00 | 260 | 8,79 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 106 522 | −11,89 | 3 818 | −4,29 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 48 195 | 0,00 | 1 727 | 8,68 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 42 329 | 0,70 | 2 | 0,00 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 57 831 | 2 073 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 2 164 | 0,00 | 78 | 8,45 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 1 850 414 | 101,30 | 66 319 | 118,69 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 3 013 823 | −1,02 | 108 015 | 7,53 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 98 464 | 0,99 | 4 | 0,00 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 5 800 | 208 | ||||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1 170 032 | 0,63 | 41 934 | 9,32 | ||||
2025-08-13 | 13F | bLong Financial, LLC | 19 784 | 0,00 | 709 | 8,74 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 10 841 | 0,30 | 389 | 8,99 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 300 211 | 0,00 | 10 760 | 8,64 | ||||
2025-07-16 | 13F | Rebalance, Llc | 16 910 | 0,30 | 606 | 8,99 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 15 201 | 0,30 | 545 | 9,02 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 880 460 | 4,45 | 31 556 | 13,47 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 28 110 | 0,00 | 1 007 | 8,63 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 822 | 316 | ||||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 84 490 | −3,50 | 3 028 | 4,85 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 23 580 | 845 | ||||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 13 374 | 1,48 | 479 | 10,37 | ||||
2025-08-08 | 13F | Renasant Bank | 27 916 | −2,50 | 1 001 | 5,93 | ||||
2025-07-16 | 13F | Plancorp, LLC | 10 742 511 | 1,64 | 385 012 | 10,42 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 7 383 914 | −4,04 | 264 639 | 4,25 | ||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | CVA Family Office, LLC | 465 257 | 2,98 | 16 675 | 11,88 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 47 981 | 26,25 | 1 720 | 37,19 | ||||
2025-04-23 | 13F | KG&L Capital Management,LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 701 057 | 3,60 | 25 126 | 12,55 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 620 023 | 0,79 | 22 222 | 9,49 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 8 158 | 0,00 | 292 | 8,55 | ||||
2025-05-14 | 13F | Prosperitas Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 150 469 | 0,30 | 5 393 | 8,95 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 580 725 | −1,20 | 56 653 | 7,34 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 11 387 | 0,00 | 408 | 8,80 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1 465 411 | 5,90 | 52 520 | 15,05 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 8 302 | 298 | ||||||
2025-08-05 | 13F | American Capital Advisory, LLC | 700 142 | −0,32 | 25 093 | 8,30 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 60 758 | −7,28 | 2 178 | 0,74 | ||||
2025-08-14 | 13F | Family Office Research LLC | 328 093 | −9,40 | 11 759 | −1,58 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 13 378 | −68,74 | 480 | −66,05 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 830 | 0,00 | 30 | 7,41 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 649 | 0,31 | 0 | |||||
2025-07-28 | 13F | IFG Advisors, LLC | 182 799 | −0,39 | 6 552 | 8,23 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 32 981 | 7,59 | 1 182 | 16,91 | ||||
2025-08-13 | 13F | Haverford Trust Co | 7 239 | 0,00 | 259 | 8,82 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 66 981 | 1,91 | 2 401 | 10,70 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 42 090 | 0,30 | 1 509 | 8,96 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 159 276 | −1,24 | 5 708 | 7,29 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 8 666 | 0,00 | 311 | 8,77 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 851 416 | 54,65 | 30 515 | 68,01 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 38 944 | 0,00 | 1 396 | 8,64 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 492 982 | 5,74 | 54 | 15,22 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 678 767 | −34,13 | 24 327 | −28,44 | ||||
2025-07-14 | 13F | BetterWealth, LLC | 2 816 105 | 2,82 | 100 929 | 11,71 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 865 701 | −5,45 | 281 907 | 2,72 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 13 956 | −67,72 | 500 | −64,94 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12 411 | 0,00 | 445 | 8,56 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 2 008 195 | 1,16 | 71 974 | 9,90 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 13 004 | −5,65 | 466 | 2,64 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 9 660 | −46,16 | 346 | −41,46 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 7 927 | −7,36 | 284 | 0,71 | ||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 23 685 | −7,62 | 849 | 0,36 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 264 760 | −18,08 | 116 684 | −11,25 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 2 094 750 | 3,56 | 75 076 | 12,51 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 13 599 | −12,80 | 487 | −5,25 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 28 562 | 0,18 | 1 024 | 8,83 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2 032 769 | 2,67 | 72 854 | 11,54 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 5 854 | 5,50 | 193 | 1,05 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 53 969 | 53,97 | 1 934 | 67,30 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 84 475 | 0,02 | 3 028 | 8,65 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32 441 | 0,30 | 1 163 | 8,90 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 49 839 | −4,07 | 1 786 | 4,20 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 27 973 | 1 003 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 14 007 | 30,07 | 502 | 41,41 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1 860 710 | −2,26 | 66 688 | 1,27 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 23 188 | 0,30 | 831 | 9,06 | ||||
2025-07-31 | 13F | City State Bank | 76 311 | 2,25 | 2 735 | 11,05 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 946 463 | −1,75 | 141 441 | 6,39 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 83 354 | −22,10 | 2 987 | −15,38 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 25 497 | 9,16 | 914 | 18,57 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 23 383 | 1,41 | 838 | 15,91 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 25 188 | 0,00 | 903 | 8,67 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 981 414 | 3,39 | 71 014 | 20,94 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 7 310 | −0,05 | 262 | 8,30 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 194 842 | 7,37 | 6 983 | 16,66 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 26 773 | 0,67 | 981 | 11,74 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 15 089 | 0,00 | 541 | 8,65 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 35 848 | 7,32 | 1 183 | −0,76 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7 780 | 0,15 | 279 | 8,59 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 7 700 | 0,00 | 281 | 23,25 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 605 | 0,00 | 129 | 9,32 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6 414 | 0,36 | 230 | 9,05 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 13 783 | −4,10 | 494 | 4,01 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 408 444 | −6,19 | 14 639 | 1,91 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 8 043 | −11,06 | 288 | −3,36 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 264 491 | 4,21 | 9 479 | 13,22 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 6 940 | 0,00 | 249 | 8,77 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 30 042 | 0,00 | 1 077 | 8,58 | ||||
2025-08-05 | 13F | Tsfg, Llc | 31 | 0,00 | 0 | |||||
2025-08-11 | 13F | Trajan Wealth LLC | 532 678 | −15,14 | 19 091 | −7,81 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 287 575 | 0,62 | 10 307 | 9,31 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 202 064 | −0,36 | 7 452 | 13,60 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 21 994 | 788 | ||||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 104 | −3,57 | 75 | 5,63 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 319 580 | −0,16 | 11 847 | 18,92 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 21 341 | 0,00 | 765 | 8,52 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 61 523 | 0,61 | 2 205 | 9,27 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 7 129 | −2,70 | 256 | 5,37 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 46 082 | −1,74 | 1 652 | 6,72 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 93 077 | 27,39 | 3 336 | 38,38 | ||||
2025-08-12 | 13F | LPL Financial LLC | 17 435 874 | 0,44 | 624 902 | 9,12 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 18 923 | −1,14 | 678 | 7,45 | ||||
2025-04-08 | 13F | Fifth Third Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 8 726 | 313 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 147 436 | −0,26 | 5 284 | 8,37 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 32 405 | 0,00 | 1 161 | 8,61 | ||||
2025-08-12 | 13F | Tableaux Llc | 24 000 | 94,62 | 24 | −94,09 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 71 361 | 0,30 | 2 558 | 8,95 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 120 303 | −2,17 | 4 312 | 6,26 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6 658 | 239 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Callan Capital, LLC | 110 165 | −6,50 | 3 634 | −10,82 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 48 163 | 8,37 | 1 726 | 17,74 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 10 010 | −11,78 | 359 | −4,28 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 163 179 | 0,00 | 5 848 | 8,64 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314 456 | −0,17 | 11 270 | 8,46 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 116 745 | 5,16 | 4 184 | 14,25 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 21 007 | 0,00 | 753 | 8,51 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 100 804 | −0,84 | 3 613 | 7,72 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 2 114 | 0,00 | 76 | 8,70 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 735 571 | −9,53 | 313 | −1,57 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 34 660 | 0,06 | 1 242 | 8,76 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 003 861 | −2,62 | 71 818 | 5,79 | ||||
2025-07-21 | 13F | 25 Llc | 76 817 | 1,89 | 2 753 | 10,70 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 26 442 | 0,00 | 948 | 8,60 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 46 933 | 5,20 | 1 682 | 14,34 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 3 362 415 | 5,27 | 121 181 | 15,00 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 9 410 | −23,79 | 337 | −17,20 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 523 004 | −2,43 | 126 264 | 6,00 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 37 293 | 0,00 | 1 337 | 8,62 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 778 | 0,00 | 386 | 8,73 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 74 775 | 43,67 | 2 726 | 68,31 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 23 705 | 0,14 | 850 | 8,85 | ||||
2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 88 260 | 0,00 | 3 163 | 8,66 | ||||
2025-08-14 | 13F | Caerus Investment Advisors, LLC | 126 041 | −0,26 | 4 517 | 8,37 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 719 629 | −0,84 | 25 792 | 7,72 | ||||
2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Torno Capital, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-07 | 13F | Hughes Financial Services, LLC | 1 545 | 0,00 | 57 | 9,80 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 96 678 | 3 465 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 15 389 | −6,87 | 552 | 1,10 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 47 864 | −0,90 | 1 715 | 7,66 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 521 949 | −1,89 | 18 707 | 6,59 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 92 836 | −0,70 | 3 327 | 7,88 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 53 627 | 1 922 | ||||||
2025-07-29 | 13F | TFC Financial Management | 26 015 | 0,27 | 932 | 9,01 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 19 902 | −2,24 | 713 | 6,26 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 15 440 | 0,00 | 553 | 8,64 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 8 543 | −96,42 | 238 | 126,67 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 923 746 | 4,76 | 33 107 | 13,81 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171 695 | 17,20 | 6 154 | 27,34 | ||||
2025-08-05 | 13F | Huntington National Bank | 179 | 9,15 | ||||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 630 822 | 14,31 | 20 811 | 9,02 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 170 197 | 0,01 | 6 100 | 8,64 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2 355 240 | −23,87 | 84 412 | −17,29 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 13 326 | 0,00 | 478 | 8,66 | ||||
2025-07-17 | 13F | Legacy Wealth Management, Inc | 5 951 | 213 | ||||||
2025-08-13 | 13F | Balance Wealth, LLC | 117 734 | −17,01 | 4 220 | −9,85 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 50 | 0,00 | 2 | 0,00 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 120 015 | 2,17 | 4 384 | 14,29 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 31 964 | 0,00 | 1 146 | 8,63 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 4 380 | 157 | ||||||
2025-07-03 | 13F | McLean Asset Management Corp | 365 195 | 1,45 | 13 246 | 26,36 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 1 568 588 | −1,60 | 56 218 | 6,90 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 12 532 | −33,72 | 449 | −27,93 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 504 616 | −4,57 | 18 085 | 3,67 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 5 701 | 204 | ||||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 549 710 | −3,45 | 19 702 | 4,89 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 9 090 | −2,47 | 326 | 5,86 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 22 372 | 0,00 | 802 | 8,54 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 72 633 | 0,00 | 2 603 | 8,64 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 9 303 | 0,00 | 333 | 8,82 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 121 805 | 9,35 | 76 045 | 18,80 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 1 564 813 | 9,38 | 56 083 | 18,83 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 32 288 | −0,11 | 1 157 | 8,54 | ||||
2025-08-12 | 13F | Triune Financial Partners, LLC | 3 587 028 | −1,79 | 128 559 | 6,69 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 45 335 | −4,97 | 2 | 0,00 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 37 276 | 0,16 | 1 336 | 8,80 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 7 100 | 1 083,33 | 254 | 1 236,84 | |||
2025-07-02 | 13F | S. R. Schill & Associates | 23 826 | 0,30 | 854 | 8,94 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 23 921 | 0,17 | 857 | 8,89 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 9 849 | −6,68 | 353 | 1,15 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 6 374 | 0,00 | 228 | 8,57 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 33 900 | 1 215 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 9 784 | −46,32 | 351 | −41,76 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 36 600 | 120,48 | 1 312 | 139,67 | |||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 622 336 | 11,59 | 93 985 | 21,23 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 4 492 | 0,00 | 161 | 8,11 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 169 | 6 | ||||||
2025-07-22 | 13F | Sutton Place Investors Llc | 234 158 | 1,12 | 8 392 | 9,87 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 8 036 958 | 3,51 | 288 045 | 12,46 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 1 747 982 | 4,02 | 62 648 | 13,00 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 59 966 | 292,99 | 2 149 | 327,24 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 46 170 | 0,00 | 1 655 | 8,60 | ||||
2025-07-23 | 13F | First Merchants Corp | 35 422 | 0,00 | 1 270 | 8,65 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 6 199 | 0,00 | 222 | 8,82 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 16 464 | −0,08 | 590 | 8,66 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 56 542 | −6,29 | 2 036 | 2,31 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 87 039 | −5,37 | 3 119 | 2,80 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9 945 | 56,99 | 356 | 71,15 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 14 117 | 11,13 | 1 | |||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Scratch Capital Llc | 550 603 | 27,17 | 19 734 | 38,16 | ||||
2025-08-14 | 13F | Mariner, LLC | 3 744 938 | 5,52 | 134 218 | 14,65 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 248 724 | −0,43 | 8 205 | −5,03 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 435 034 | 17,96 | 15 592 | 28,15 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 9 810 | −7,97 | 352 | 0,00 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 2 335 241 | 0,74 | 83 695 | 9,45 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 4 380 | 0,00 | 144 | −4,64 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 47 312 | −8,39 | 1 696 | −0,47 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 4 942 183 | −0,46 | 179 154 | 16,93 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1 732 376 | 20,72 | 62 088 | 31,15 | ||||
2025-08-12 | 13F | Argent Trust Co | 17 432 | 0,00 | 625 | 8,52 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 485 254 | −0,79 | 17 392 | 7,78 | ||||
2025-08-11 | 13F | Pollock Investment Advisors, LLC | 124 401 | 96,84 | 4 459 | 113,92 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 130 529 | 9,55 | 4 678 | 19,03 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 648 | 0,00 | 131 | 8,33 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 15 559 478 | −4,97 | 557 652 | 3,24 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 39 423 | −0,95 | 1 413 | 7,54 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 24 259 | 38,52 | 869 | 50,61 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 84 709 | 0,00 | 3 036 | 8,63 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 1 768 165 | −1,56 | 63 371 | 6,95 | ||||
2025-07-10 | 13F | Threadgill Financial, Llc | 15 705 | 0,00 | 563 | 8,49 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 140 800 | 4,59 | 5 046 | 13,62 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 183 110 | 0,47 | 6 563 | 9,15 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 6 477 | 0,00 | 0 | |||||
2025-08-07 | 13F | Prospect Financial Group LLC | 151 726 | 13,05 | 5 438 | 22,81 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 57 835 | −15,75 | 2 073 | −8,48 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 6 452 | 0,00 | 231 | 8,96 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 389 126 | −1,65 | 13 946 | 6,84 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 13 468 | 0,00 | 493 | 10,81 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5 624 | 202 | ||||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 140 144 | −4,04 | 5 023 | 4,23 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 18 048 | −8,75 | 647 | −5,56 | ||||
2025-08-14 | 13F | UBS Group AG | 1 389 280 | −10,43 | 49 792 | −2,69 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 5 569 | 0,00 | 200 | 8,74 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 713 091 | 2,99 | 25 557 | 11,89 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 188 | 50,73 | 114 | 65,22 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 41 244 | 31,90 | 1 478 | 43,36 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 965 159 | 1,00 | 34 591 | 9,73 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 64 862 | 2 388 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 898 | 234,36 | 1 143 | 264,01 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 27 452 | 0,30 | 984 | 8,98 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 68 897 | 30,06 | 2 469 | 41,33 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 16 674 | −22,78 | 598 | −16,15 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 2 073 | 0,34 | 74 | 8,82 | ||||
2025-08-07 | 13F | Keystone Financial Services | 21 862 | −25,07 | 784 | −18,61 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 57 351 | 0,00 | 2 055 | 8,62 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 331 926 | 0,54 | 11 896 | 9,23 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 16 123 | −16,11 | 1 | |||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 303 661 | 33,01 | 10 883 | 44,51 | ||||
2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 1 191 249 | 2,01 | 42 694 | 10,82 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 10 127 | 4,22 | 363 | 12,77 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 160 265 | −0,04 | 5 744 | 8,58 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 11 725 | −1,30 | 420 | 7,42 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 964 241 | 1,47 | 177 918 | 10,23 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 573 587 | −0,99 | 20 557 | 7,56 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 34 729 | −0,01 | 1 245 | 8,65 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 27 708 | 1 014 | ||||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 86 479 | 0,00 | 3 | 50,00 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 114 905 | 160,82 | 4 118 | 183,41 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 16 156 | 521 | ||||||
2025-07-17 | 13F | Financial Partners Group, LLC | 14 175 | 508 | ||||||
2025-07-31 | 13F | Intelligent Financial Strategies | 93 828 | 21,61 | 3 363 | 32,10 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 115 776 | 0,00 | 4 149 | 8,64 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 31 121 | 2,62 | 1 127 | 12,60 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 52 045 | 0,01 | 1 865 | 8,68 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 71 866 | 0,00 | 2 576 | 8,65 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 7 167 | 0,00 | 257 | 8,47 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 92 009 | 27,61 | 3 298 | 38,65 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 124 306 | −0,12 | 40 295 | 8,52 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 24 961 | 0,00 | 895 | 8,63 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 291 758 | 3,55 | 10 457 | 12,49 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 38 896 661 | 2,91 | 1 394 056 | 11,80 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 865 618 | 4,50 | 31 024 | 13,52 | ||||
2025-08-12 | 13F | Cravens & Co Advisors, LLC | 400 819 | 2,13 | 14 365 | 10,95 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 81 394 | −0,70 | 2 917 | 7,88 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 11 399 | −4,11 | 409 | 4,08 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 193 | −14,78 | 401 | −7,39 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 741 701 | 6,40 | 26 583 | 15,59 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 302 298 | 0,00 | 10 834 | 8,64 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8 164 | 0,29 | 293 | 8,96 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34 481 | 1,86 | 1 236 | 11,26 | ||||
2025-07-25 | 13F | Parker Financial LLC | 940 536 | 10,70 | 33 708 | 20,24 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | BOS Asset Management, LLC | 11 024 | 1,41 | 395 | 10,34 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 363 536 | −0,23 | 13 029 | 8,39 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Future You Wealth Llc | 62 617 | 0,00 | 2 244 | 8,67 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 4 043 598 | −0,82 | 144 923 | 7,75 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 179 528 | 11,09 | 6 434 | 20,69 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 1 760 277 | 6,65 | 63 088 | 15,86 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 15 801 | 0,30 | 566 | 9,06 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 733 965 | 2,81 | 26 305 | 11,69 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 17 119 | 0,10 | 565 | −4,57 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 28 757 | 0,00 | 1 031 | 8,65 | ||||
2025-07-25 | 13F | Cwm, Llc | 579 774 | −3,76 | 21 | 5,26 | ||||
2025-07-02 | 13F | Marotta Asset Management | 10 210 | 0,30 | 366 | 4,58 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 57 813 | 2 117 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 4 186 694 | 5,48 | 150 051 | 14,60 | ||||
2025-08-14 | 13F | Sei Investments Co | 131 368 | 4 708 | ||||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 946 921 | −0,04 | 33 938 | 8,59 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20 667 | −1,23 | 741 | 7,25 | ||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 2 309 292 | 2,63 | 85 | 14,86 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 163 674 | 15,33 | 5 866 | 25,32 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 299 720 | −11,54 | 46 582 | −3,90 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 374 658 | 1,09 | 13 428 | 9,82 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 7 965 | 0,00 | 285 | 8,78 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 118 112 | 63,81 | 4 233 | 78,01 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 84 146 | 3 016 | ||||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 970 048 | −6,96 | 34 767 | 1,08 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 229 | 0,00 | 222 | 10,45 | ||||
2025-07-09 | 13F | Emprise Bank | 18 097 | 0,00 | 649 | 8,54 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 789 234 | −76,34 | 27 031 | −76,83 | ||||
2025-07-24 | 13F | JB Capital LLC | 29 062 | 0,24 | 1 042 | 8,89 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 18 203 | −3,54 | 652 | 4,82 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 11 725 | −1,68 | 420 | 6,87 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 10 747 | 0,00 | 385 | 8,76 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 20 622 | 0,00 | 739 | 8,68 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 52 762 | −0,01 | 1 891 | 8,68 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 353 940 | −37,20 | 12 685 | −31,78 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 35 127 | −18,67 | 1 | 0,00 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 2 045 117 | −3,15 | 73 297 | 5,22 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 6 885 | 12,85 | 247 | 22,39 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 292 421 | −0,65 | 10 480 | 7,93 | ||||
2025-07-14 | 13F | Baring Financial LLC | 146 848 | 4,46 | 5 263 | 13,50 | ||||
2025-07-24 | 13F | Monument Capital Management | 11 012 | 0,00 | 395 | 8,54 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 182 138 | 6 528 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 3 450 | 124 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725 156 | −1,31 | 25 990 | 7,22 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13 319 | −0,97 | 477 | 7,67 | ||||
2025-08-13 | 13F | Momentous Wealth Management, Inc. | 840 212 | 4,15 | 30 113 | 13,15 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 5 692 | −39,60 | 204 | −34,19 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 22 035 | −1,88 | 790 | 6,62 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 1 901 625 | 4,78 | 68 154 | 13,84 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7 143 | −6,35 | 256 | 2,00 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 75 496 | 179,77 | 2 706 | 203,93 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 490 049 | 5,84 | 17 563 | 14,99 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 53 267 | −19,59 | 1 902 | −12,48 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 20 564 | 54,56 | 737 | 68,26 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 324 443 | 3,29 | 11 628 | 12,22 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 67 138 | −1,87 | 2 215 | −6,42 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 6 261 | 0,00 | 224 | 8,25 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 125 976 | −0,97 | 4 670 | 14,38 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 1 160 868 | −2,84 | 41 606 | 5,56 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 25 646 | 0,00 | 919 | 15,16 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 105 705 | 1,21 | 39 628 | 9,96 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69 636 | 178,99 | 2 496 | 203,16 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 958 576 | 5,54 | 34 355 | 14,65 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 352 041 | 7,88 | 48 457 | 17,20 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 38 022 | 0,00 | 1 363 | 8,61 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 111 426 | 26,23 | 3 993 | 37,12 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 710 019 | 1,00 | 25 447 | 9,72 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 18 395 | 0,00 | 659 | 8,75 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 3 208 908 | 1,90 | 115 007 | 10,71 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15 266 | 500,31 | 547 | 639,19 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 96 820 | 195,12 | 3 470 | 220,70 | ||||
2025-08-07 | 13F | Nwam Llc | 243 614 | 6,83 | 8 731 | 16,06 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 983 445 | 5,96 | 71 087 | 15,12 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 29 738 | 0,00 | 1 066 | 8,56 | ||||
2025-05-12 | 13F | Lathrop Investment Management Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 072 | 38 | ||||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 111 409 | −3,27 | 4 016 | 13,83 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 62 505 | 404,81 | 2 240 | 449,02 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 4 094 600 | −3,06 | 146 750 | 5,31 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 35 086 | 4,03 | 1 257 | 13,04 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 303 | 0,00 | 369 | 8,85 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 31 103 | 0,00 | 1 115 | 8,58 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 761 910 | −1,04 | 27 307 | 7,51 | ||||
2025-08-11 | 13F | Citigroup Inc | 137 620 | 4,24 | 4 932 | 13,25 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 592 874 | 21 249 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 590 085 | 15,01 | 21 149 | 24,94 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 10 600 | 0,00 | 380 | 8,60 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 30 402 | 1 | ||||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 8 826 | 316 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 654 | 0,00 | 95 | 9,20 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 14 876 | 0,00 | 533 | 8,78 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10 255 | 0,00 | 368 | 8,58 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 702 281 | −1,68 | 96 850 | 6,82 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 809 620 | −0,16 | 29 017 | 8,47 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 7 380 | 0,00 | 264 | 8,64 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6 806 | 244 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 623 446 | −2,81 | 53 557 | −7,31 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 209 011 | −5,39 | 7 491 | 2,77 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 499 | 18 | ||||||
2025-07-25 | 13F | LRI Investments, LLC | 2 397 655 | −0,52 | 85 932 | 8,08 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 18 757 | 0,17 | 672 | 8,91 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 20 142 | 0,01 | 722 | 8,58 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 2 445 554 | −3,69 | 87 649 | 4,66 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 59 296 | −7,25 | 2 157 | −1,95 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 14 490 | 0,00 | 519 | 8,58 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 428 736 | 2,87 | 51 206 | 11,76 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Full Sail Capital, LLC | 13 472 | 69,33 | 483 | 83,97 | ||||
2025-08-14 | 13F | First Foundation Advisors | 6 430 | 0,00 | 230 | 8,49 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 3 901 103 | 6,65 | 139 816 | 15,87 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 32 293 | 0,00 | 1 157 | 8,64 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 10 662 349 | 4,89 | 382 139 | 13,95 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 2 992 083 | 1,48 | 107 236 | 10,25 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 34 921 | 0,00 | 1 152 | 115 100,00 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 11 008 | 1,55 | 395 | 10,36 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 563 574 | 13,04 | 20 198 | 22,81 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 336 024 | 0,53 | 12 043 | 9,21 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 133 852 | −40,35 | 4 797 | −35,19 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 14 466 | 518 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 858 629 | 0,49 | 30 773 | 9,17 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 15 687 | −11,15 | 562 | −7,87 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 792 365 | −4,87 | 28 398 | 3,35 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 6 691 927 | −9,35 | 220 767 | −13,54 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 597 872 | 63,48 | 21 428 | 77,60 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 7 403 | 0,00 | 265 | 8,61 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11 102 | −0,84 | 398 | 7,59 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 738 | 0,00 | 62 | 8,77 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 43 734 | 1,17 | 1 567 | 9,89 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 3 000 | 108 | ||||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 3 055 222 | 1,22 | 109 499 | 9,97 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76 847 | −33,54 | 2 754 | −27,79 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 12 590 | −0,35 | 451 | 8,41 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 10 907 | 0,00 | 391 | 8,64 | ||||
2025-07-07 | 13F | Investors Research Corp | 3 135 | 0,00 | 112 | 8,74 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 491 315 | 7,26 | 16 208 | 10 158,23 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 418 748 | −5,62 | 15 | 7,14 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 97 762 | 1 053,53 | 3 504 | 1 155,56 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 147 537 | 2,05 | 112 808 | 10,87 | ||||
2025-07-16 | 13F | Embree Financial Group | 6 837 | 0,00 | 245 | 8,89 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 364 936 | −35,89 | 13 078 | −30,32 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 827 618 | −1,50 | 29 662 | 7,01 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 5 074 660 | −0,97 | 181 876 | 7,58 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 47 583 | 5,18 | 1 630 | 16,69 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 36 091 | −2,76 | 1 294 | 5,64 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 81 092 | −1,76 | 2 906 | 6,72 | ||||
2025-08-14 | 13F | Comerica Bank | 1 695 991 | −0,76 | 60 784 | 7,81 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 752 894 | −2,80 | 26 984 | 5,60 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 188 141 | 1,99 | 6 743 | 10,80 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 72 322 | 0,00 | 2 592 | 8,68 | ||||
2025-07-15 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 21 142 | −0,02 | 758 | 8,61 | ||||
2025-04-17 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 128 339 | 9,82 | 4 600 | 19,30 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 1 177 574 | 2,26 | 42 204 | 11,09 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 1 237 703 | 6,12 | 44 607 | 15,93 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 2 496 805 | −0,73 | 89 486 | 7,85 | ||||
2025-08-12 | 13F | Archer Investment Corp | 308 | 0,00 | 11 | 10,00 | ||||
2025-08-05 | 13F | Jessup Wealth Management, Inc | 9 243 | 0,00 | 331 | 8,88 | ||||
2025-07-23 | 13F | Matisse Capital | 9 431 | 0,30 | 338 | 9,03 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 50 831 | −0,42 | 1 822 | 8,14 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 64 523 | 0,00 | 2 313 | 8,65 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109 222 | 9,89 | 3 915 | 19,40 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 4 672 759 | −16,74 | 167 472 | −9,55 | ||||
2025-08-05 | 13F | McBroom & Associates, LLC | 9 403 | 0,00 | 310 | 0,00 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 39 113 | 0,00 | 1 402 | 8,60 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 99 799 | −0,59 | 3 292 | −5,18 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 503 141 | 111,28 | 53 873 | 129,54 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 589 951 | 0,62 | 21 144 | 9,31 | ||||
2025-07-22 | 13F | Accel Wealth Management | 7 236 | 0,07 | 259 | 8,82 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 15 776 | 0,00 | 565 | 8,65 | ||||
2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 22 504 | 0,00 | 807 | 8,63 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 27 530 | 38,73 | 987 | 50,76 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 4 190 962 | 4,70 | 150 204 | 13,74 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 17 519 | −10,50 | 628 | −2,79 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 215 953 | 2,49 | 115 260 | 11,35 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 074 687 | −2,08 | 38 517 | 9,84 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 992 552 | 1,93 | 35 573 | 10,74 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 4 833 081 | 7,12 | 173 218 | 16,37 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 32 866 | 0,00 | 1 178 | 8,58 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 660 441 | −2,68 | 23 670 | 5,73 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 20 260 | 0,00 | 726 | 8,68 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 795 734 | 8,25 | 28 519 | 17,60 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 42 815 | 0,00 | 1 575 | 19,70 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 9 646 | 0,00 | 346 | 8,49 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 761 703 | 1,06 | 27 299 | 9,79 | ||||
2025-07-30 | 13F | Retirement Planning Group | 98 311 | −0,87 | 3 523 | 7,70 | ||||
2025-08-07 | 13F | Commerce Bank | 32 319 | 0,00 | 1 158 | 8,63 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 222 040 | −1,53 | 7 958 | 6,98 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 60 082 | 0,17 | 1 982 | −4,44 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 8 483 | 8,09 | 304 | 17,83 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 12 975 | 0,00 | 465 | 8,64 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1 214 514 | −6,53 | 43 528 | 1,54 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 62 582 | 0,00 | 2 | 0,00 | ||||
2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 10 814 333 | 15,48 | 348 979 | 4,48 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 513 314 | −0,97 | 164 826 | 9,63 | ||||
2025-07-25 | 13F | JustInvest LLC | 36 213 | −0,00 | 1 298 | 8,63 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 4 716 | 41,49 | 169 | 55,05 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 301 461 | −14,53 | 10 804 | −7,14 | ||||
2025-07-18 | 13F | SimpliFi, Inc. | 8 516 | 305 | ||||||
2025-08-14 | 13F | Destination Wealth Management | 16 194 | 0,00 | 580 | 8,61 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 8 405 | 0,29 | 301 | 9,06 | ||||
2025-08-11 | 13F | WPWealth LLP | 140 000 | 2,52 | 5 018 | 11,39 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 6 666 | 0,00 | 239 | 8,68 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 1 765 259 | 1,28 | 63 267 | 10,03 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 14 082 | −0,22 | 505 | 8,39 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 637 | 0,00 | 95 | 9,30 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21 846 | 783 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 226 513 | 1,19 | 8 118 | 9,94 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 1 507 338 | −0,23 | 54 023 | 8,39 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 141 388 | −0,90 | 5 067 | 7,67 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 722 717 | 12,38 | 25 902 | 22,10 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 110 885 | −0,16 | 3 974 | 8,49 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 22 880 | 123,22 | 3 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 5 620 | 201 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 35 483 | 0,57 | 1 272 | 9,29 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 12 385 | 444 | ||||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 397 638 | 2,10 | 14 251 | 10,92 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 855 | 0,00 | 102 | 8,51 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 13 777 | −31,68 | 494 | −25,86 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 28 438 | −4,82 | 1 019 | 3,45 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 14 755 | 41,26 | 529 | 53,49 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 20 514 | 100,00 | 735 | 117,46 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 289 923 | 6,96 | 117 911 | 16,20 | ||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 17 909 | −15,67 | 642 | −8,43 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 82 896 | −0,36 | 2 971 | 8,24 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 496 230 | −7,60 | 17 785 | 0,38 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 7 674 | 0,00 | 275 | 8,70 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 28 519 | 0,00 | 1 022 | 8,72 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 18 529 | 0,00 | 664 | 8,67 | ||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 92 057 | 0,00 | 3 299 | 8,66 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 49 437 | −4,90 | 1 772 | 3,33 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 57 377 | 1,48 | 2 056 | 10,24 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 168 808 | 242,69 | 6 050 | 272,31 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 454 937 | 1,63 | 16 305 | 10,37 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 73 686 | −4,05 | 2 641 | 4,22 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 89 042 | −0,40 | 3 191 | 8,21 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 5 846 | 210 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 569 | 3,84 | 1 | |||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 240 | 0,00 | 331 | 8,88 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 6 872 | 0,00 | 246 | 8,85 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 144 186 | 5 168 | ||||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 664 626 | 2,22 | 131 340 | 11,05 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 1 092 250 | 1,37 | 39 146 | 10,12 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15 211 | 545 | ||||||
2025-08-04 | 13F | Syverson Strege & Co | 3 494 353 | 0,42 | 125 238 | 9,10 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 93 885 | 4,66 | 3 365 | 13,69 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 7 840 | 0,00 | 281 | 8,53 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 17 909 | −3,18 | 642 | 5,08 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 14 214 | −2,32 | 509 | 6,04 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44 143 | 46,48 | 1 582 | 59,15 | ||||
2025-07-31 | 13F/A | Avion Wealth | 299 996 | −3,30 | 11 | 0,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 146 950 | −37,44 | 5 267 | −32,04 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 20 599 | 744 | ||||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 744 592 | 6,35 | 26 719 | 15,69 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 222 104 | −15,71 | 7 960 | −8,42 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 133 236 | 20,52 | 4 775 | 30,93 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 15 628 | 76,97 | 563 | 90,85 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 181 175 | −3,31 | 6 493 | 5,05 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 8 557 | 0,30 | 307 | 8,90 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 32 274 | 1 157 | ||||||
2025-07-18 | 13F | Fmb Wealth Management | 972 075 | 13,72 | 34 839 | 23,54 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 501 | 0,00 | 18 | 6,25 | ||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 6 009 | 215 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 304 | 2,74 | 405 | 11,88 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 1 370 394 | −2,55 | 49 115 | 5,87 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 86 838 | 0,00 | 3 112 | 8,66 | ||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 159 757 | −2,39 | 5 726 | 6,04 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 920 871 | 3,05 | 33 004 | 11,96 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 118 | 219 | ||||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 9 292 | −2,11 | 333 | 6,39 | ||||
2025-08-07 | 13F | Midwest Trust Co | 157 969 | 5 662 | ||||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 6 544 | 0,00 | 235 | 8,84 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 21 001 | 1,53 | 753 | 10,26 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 81 418 | 7,33 | 2 918 | 16,63 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 27 866 | −8,92 | 999 | −1,09 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 76 860 | 0,00 | 2 755 | 8,64 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 25 699 | 0,00 | 941 | 10,98 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 47 312 | −8,39 | 1 696 | −0,47 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 7 377 | 0,30 | 264 | 9,09 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 1 385 700 | −5,01 | 49 663 | 3,19 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 555 | 0,07 | 342 | 8,92 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 100 579 | 6,58 | 3 605 | 10,42 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 562 304 | 5,18 | 2 027 197 | 14,27 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 8 210 | 0,00 | 294 | 8,89 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 104 196 | 10,26 | 3 734 | 19,79 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 46 057 | 8,41 | 1 651 | 17,77 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 37 807 | −1,58 | 1 355 | 6,95 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 2 961 360 | 16,00 | 106 | 26,19 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 19 571 | 0,00 | 701 | 8,68 | ||||
2025-07-24 | 13F | rebel Financial LLC | 32 094 | 1 150 | ||||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 7 071 | 0,00 | 253 | 8,58 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 50 006 | 0,00 | 1 792 | −0,28 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 95 508 | 14,41 | 3 423 | 24,34 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 381 627 | −64,77 | 13 983 | −59,65 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 562 836 | −1,96 | 20 285 | 7,10 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 23 349 | 0,09 | 837 | 8,71 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 101 111 | 2,06 | 3 624 | 10,86 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8 101 | 0,30 | 290 | 9,02 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 2 516 240 | 8,75 | 90 182 | 18,15 | ||||
2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 3 879 | 0,00 | 139 | 9,45 | ||||
2025-08-12 | 13F | Bokf, Na | 3 728 | 0,00 | 134 | 9,02 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 068 | 217 | ||||||
2025-08-05 | 13F | Everest Management Corp. | 114 049 | 0,00 | 4 088 | 8,64 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 629 | 0,00 | 23 | 10,00 | ||||
2025-07-17 | 13F | Applied Capital LLC | 1 317 429 | 4,68 | 47 217 | 13,72 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 1 283 341 | −1,91 | 45 995 | 6,56 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 12 697 | 0,00 | 455 | 8,85 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 301 919 | −0,66 | 11 180 | 11,51 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 10 189 | 0,00 | 365 | 8,63 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 315 289 | −2,71 | 11 300 | 5,70 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 150 282 | −3,83 | 5 386 | 4,50 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 12 069 | 11,26 | 433 | 21,01 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 8 485 | 0,00 | 304 | 8,96 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 6 705 | 0,00 | 240 | 8,60 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 38 986 | 0,30 | 1 397 | 8,97 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 9 640 | 0,00 | 346 | 8,83 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 15 115 | −2,97 | 542 | 5,46 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 54 829 103 | 5,02 | 1 965 075 | 14,10 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 660 840 | 6,56 | 23 685 | 15,77 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 39 465 | 1 414 | ||||||
2025-07-29 | 13F | Financial Symmetry Inc | 1 420 278 | 15,48 | 50 903 | 25,46 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 456 678 | 15,95 | 16 367 | 25,97 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2 702 245 | 6,08 | 96 848 | 15,25 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1 135 804 | 38,48 | 41 400 | 45,92 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 9 455 | 0,00 | 339 | 8,68 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 156 566 | 17,55 | 5 611 | 27,70 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 796 300 | −7,82 | 171 900 | 0,14 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 43 865 | 0,01 | 1 572 | 8,71 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 687 | 0,00 | 25 | 9,09 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 238 | 9,13 | 15 635 | 18,16 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 60 331 | −16,95 | 2 162 | −9,77 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 80 694 | 12,85 | 2 892 | 22,65 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 642 464 | −6,59 | 24 | 4,55 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 1 639 124 | 0,90 | 58 746 | 9,62 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30 034 | −13,57 | 1 076 | −6,11 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 8 395 | 0,00 | 301 | 8,70 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 27 914 | 0,00 | 1 000 | 8,70 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 26 090 | −21,63 | 935 | −14,85 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 696 150 | 23,62 | 24 950 | 34,30 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 8 296 | 0,00 | 297 | 8,79 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 8 677 | 0,05 | 317 | 10,49 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 5 816 | 208 | ||||||
2025-07-11 | 13F | Busey Wealth Management | 21 917 | 0,00 | 786 | 8,58 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 7 857 | 50,00 | 282 | 63,37 | ||||
2025-08-12 | 13F | MAI Capital Management | 140 511 | 7,29 | 5 036 | 16,55 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 5 557 | 0,00 | 199 | 8,74 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 17 253 | 3,00 | 618 | 11,96 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 2 300 751 | 0,61 | 82 459 | 9,30 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 14 471 | 0,00 | 519 | 8,60 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 11 201 | 0,30 | 401 | 8,97 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 8 288 | 0,00 | 297 | 8,79 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 134 341 | −7,65 | 4 815 | 0,33 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 10 593 | 0,29 | 380 | 4,12 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 725 921 | 9,24 | 26 017 | 18,67 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 16 016 | 0,29 | 574 | 9,13 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 92 807 | 9,20 | 3 326 | 18,66 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 21 075 | −0,93 | 755 | 7,70 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 1 241 932 | −0,08 | 44 511 | 8,55 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 32 599 | 1 182 | ||||||
2025-07-10 | 13F | Anderson Hoagland & Co | 19 248 | 0,00 | 690 | 23,04 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 2 363 | 276,27 | 85 | 320,00 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 6 000 | 215 | ||||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 10 299 | 369 | ||||||
2025-07-21 | 13F | Matauro, Llc | 9 941 | −1,87 | 356 | 6,59 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 762 261 | 8,88 | 27 319 | 18,29 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13 182 | 0,47 | 472 | 9,26 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 591 | −58,66 | 200 | −55,16 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 1 671 031 | −17,66 | 59 890 | −10,55 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 79 903 | 0,00 | 2 864 | 8,61 | ||||
2025-07-15 | 13F | Maseco Llp | 1 186 959 | 42 535 | ||||||
2025-07-16 | 13F | Jentner Corp | 15 926 | 3,89 | 571 | 12,87 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 6 472 | 0,00 | 214 | 0,00 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 27 486 | 45,86 | 985 | 58,62 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 180 037 | −20,29 | 6 453 | −17,41 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3 087 | 0,00 | 111 | 8,91 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 197 214 | 17,66 | 7 068 | 27,84 | ||||
2025-07-29 | 13F | Private Trust Co Na | 111 159 | −6,21 | 3 984 | 1,89 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 115 461 | 1 146,61 | 4 138 | 1 256,72 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 20 905 | 14,10 | 749 | 24,01 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 59 446 | −8,14 | 2 131 | −0,19 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 216 896 | 0,00 | 7 774 | 8,64 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 739 089 | 26 489 | ||||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 392 507 | −6,19 | 14 067 | 1,92 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 44 846 | 28,31 | 1 607 | 39,38 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 308 301 | −58,60 | 11 050 | −55,09 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1 499 282 | −0,20 | 51 860 | −0,20 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 327 702 | 1,85 | 11 745 | 10,65 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 10 752 | 0,00 | 385 | 8,76 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 099 492 | −12,10 | 39 406 | −4,51 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 7 794 | −8,19 | 279 | −0,36 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 10 511 | 0,00 | 377 | 8,67 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 5 224 | 0,00 | 187 | 11,98 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 252 | 0,00 | 9 | 12,50 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 21 537 | 0,00 | 772 | 8,59 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 28 438 | 0,00 | 1 019 | 8,64 | ||||
2025-07-25 | 13F | Natural Investments, Llc | 8 569 | −28,41 | 0 | |||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 267 977 | 0,01 | 45 444 | 8,65 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 84 146 | 1,95 | 3 016 | 10,76 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 39 006 | 53,60 | 938 | 12,07 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 69 332 | 38,45 | 2 485 | 50,36 | ||||
2025-08-12 | 13F | Change Path, LLC | 235 633 | 4,07 | 8 445 | 13,07 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 940 232 | 0,86 | 33 698 | 15,01 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 20 586 | 13,78 | 738 | 23,66 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 2 207 897 | 0,77 | 79 131 | 9,47 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 29 075 | −0,76 | 1 042 | 7,87 | ||||
2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 915 763 | 19,51 | 32 821 | 29,84 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 67 | 0,00 | 2 | 0,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 711 456 | 16,79 | 23 471 | 11,39 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 26 779 | 44,13 | 960 | 56,70 | ||||
2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Abundance Wealth Counselors | 14 848 | 1 | ||||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 29 036 | 1 041 | ||||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 6 907 | 248 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 40 969 925 | 1,62 | 1 468 362 | 10,40 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 617 042 | 1,32 | 22 115 | 10,07 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 974 085 | −0,25 | 34 911 | 8,37 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 266 303 | 1,78 | 9 544 | 10,58 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 56 334 | 40,21 | 2 019 | 52,38 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1 736 307 | 3,13 | 62 229 | 12,04 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 517 280 | 1,43 | 18 539 | 10,19 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 118 989 | 10,34 | 4 | 33,33 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 14 359 | 0,74 | 515 | 9,36 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 36 521 | −2,01 | 1 309 | 6,43 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 99 676 | 0,00 | 3 288 | 0,00 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 065 | −83,49 | 361 | −82,09 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 1 238 291 | −2,30 | 40 851 | −6,82 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 23 871 | −10,94 | 856 | −3,28 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 4 873 | 175 | ||||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 123 228 | −0,90 | 4 416 | 7,65 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 6 447 | 0,00 | 231 | 8,96 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 15 411 | −49,70 | 552 | −45,35 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 2 189 067 | 2,91 | 78 456 | 11,81 | ||||
2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 675 | −79,22 | 24 | −77,57 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 169 605 | 290,45 | 6 | 500,00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 227 298 | 0,29 | 8 115 | 9,16 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 9 687 | 6,19 | 355 | 21,99 | ||||
2025-05-12 | 13F | Truepoint, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 3 400 504 | −12,59 | 121 874 | −5,04 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 538 | 0,18 | 449 | 8,98 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 437 749 | 25,96 | 15 689 | 36,85 | ||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 957 555 | −7,98 | 34 319 | −0,03 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 1 222 837 | 3,70 | 43 826 | 12,66 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 108 121 | −32,74 | 3 875 | −26,93 | ||||
2025-07-16 | 13F/A | CX Institutional | 2 212 | −32,40 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 140 863 | −3,03 | 5 049 | 5,34 | ||||
2025-08-07 | 13F | Allworth Financial LP | 5 538 651 | 21,19 | 198 505 | 35,78 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 258 305 | −1,89 | 9 258 | 6,59 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 7 114 | 0,00 | 255 | 8,55 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 4 582 188 | −0,22 | 164 226 | 8,40 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 14 477 | 0,99 | 519 | 9,75 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2 125 865 | −1,89 | 76 191 | 6,58 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 52 158 | −21,21 | 1 869 | −14,38 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 205 594 | 4,57 | 7 369 | 13,62 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 16 216 | 2,11 | 581 | 11,09 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 920 574 | −4,00 | 68 833 | 4,29 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 26 094 | −3,77 | 973 | 10,83 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 1 307 267 | 8,54 | 46 852 | 17,92 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 212 725 | 12,00 | 7 624 | 21,69 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 81 408 | 2 918 | ||||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 1 812 543 | 4,36 | 64 962 | 13,37 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 8 639 | 0,00 | 310 | 8,42 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 1 070 | 0,00 | 38 | 8,57 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 124 510 | 0,09 | 4 462 | 8,72 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 12 007 | 430 | ||||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 295 357 | 1 517,07 | 11 | |||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 24 868 | 0,30 | 891 | 9,06 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 676 493 | 6,58 | 24 381 | 25,36 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 2 211 526 | −5,83 | 79 261 | 2,31 | ||||
2025-08-12 | 13F | Martin Worley Group | 5 848 | −62,56 | 210 | −59,42 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 2 151 141 | 1,03 | 77 097 | 9,76 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 67 702 | −60,31 | 2 426 | −56,89 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 070 746 | 2,89 | 110 056 | 11,78 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 250 015 | −0,06 | 152 321 | 8,58 | ||||
2025-07-22 | 13F | JP Wealth Management, Inc. | 843 018 | −1,54 | 30 214 | 6,97 | ||||
2025-08-06 | 13F | North Capital, Inc. | 14 875 | 0,01 | 533 | 8,78 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 22 062 | 0,00 | 1 | |||||
2025-08-04 | 13F | WNY Asset Management, LLC | 1 849 535 | 68,99 | 66 287 | 83,59 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 1 007 | 0,00 | 36 | 9,09 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 36 726 | 0,17 | 1 316 | 8,85 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 16 680 | 0,00 | 1 | |||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 76 644 | 17,16 | 2 528 | 11,76 | ||||
2025-08-15 | 13F | Keel Point, LLC | 21 700 | 88,55 | 778 | 105,01 | ||||
2025-08-14 | 13F | Fmr Llc | 310 008 | 8,43 | 11 111 | 17,79 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 50 706 | −17,18 | 1 817 | −10,00 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 6 824 | 0,00 | 245 | 8,44 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 58 039 | 8,84 | 2 080 | 18,25 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 2 444 459 | 4,55 | 87 609 | 13,59 | ||||
2025-07-29 | 13F | Vista Finance, Llc | 11 992 | 0,00 | 430 | 8,61 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 467 831 | −7,73 | 17 441 | −4,34 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 544 266 | 1,51 | 20 | 11,76 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 69 251 | 0,30 | 2 482 | 8,96 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 204 135 | −1,28 | 7 316 | 7,26 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 109 059 | 37,01 | 3 909 | 48,88 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 6 885 | 0,29 | 247 | 8,85 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 29 030 | 108,58 | 1 040 | 126,58 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 14 051 | 5,03 | 504 | 14,06 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 057 | −48,30 | 181 | −45,97 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 32 891 | 0,01 | 1 179 | 8,57 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 16 897 | 19,99 | 606 | 30,39 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 1 811 981 | 0,22 | 64 941 | 8,88 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 845 551 | −0,66 | 30 305 | 7,92 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 519 907 | 0,91 | 18 633 | 9,63 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 49 460 | 0,01 | 1 773 | 8,65 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 848 757 | −10,24 | 66 259 | −2,48 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 28 962 | 69,18 | 1 038 | 83,87 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 13 720 | 10,17 | 492 | 19,76 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 378 | 0,17 | 372 | 8,80 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 3 997 319 | 2,82 | 143 264 | 11,70 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 115 586 | 17,18 | 39 983 | 27,31 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 132 620 | 3,82 | 4 753 | 12,79 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 108 537 | 0,11 | 3 890 | 8,75 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 807 630 | 1,53 | 28 945 | 10,30 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 72 714 | −3,48 | 2 606 | 4,87 | ||||
2025-08-07 | 13F | PFG Advisors | 222 441 | 5,30 | 7 972 | 14,41 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 122 665 | 235 794,23 | 4 396 | 2,02 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 11 009 | 0,00 | 408 | 19,71 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 15 203 | 0,01 | 545 | 8,58 | ||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 5 661 | 203 | ||||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 234 609 | 0,01 | 8 408 | 8,64 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 104 951 | 158,44 | 3 761 | 180,88 | ||||
2025-07-15 | 13F | McAdam, LLC | 8 437 | 0,00 | 302 | 8,63 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 6 762 | 10,63 | 0 | |||||
2025-07-07 | 13F | New Capital Management LP | 2 645 303 | −5,16 | 94 808 | 3,03 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 307 505 | −6,60 | 11 021 | 1,46 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 706 | 25 | ||||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 394 643 | −5,19 | 229 184 | 3,00 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 15 077 | −17,79 | 540 | −10,15 | ||||
2025-08-07 | 13F | Davis R M Inc | 65 594 | 0,00 | 2 351 | 8,65 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 4 034 | 0,00 | 145 | 8,27 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 451 293 | 1,04 | 16 174 | 9,77 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 281 270 | −82,98 | 10 081 | −81,52 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 54 729 | −1,61 | 1 961 | 6,11 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 20 469 | 0,30 | 734 | 8,92 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 357 826 | 6,46 | 13 | 9,09 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 317 | −82,54 | 11 | −81,36 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 3 156 100 | −5,00 | 113 115 | 3,21 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 356 198 | −4,44 | 13 172 | 12,44 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 21 472 | 0,29 | 770 | 8,92 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 1 176 085 | −4,15 | 42 151 | 4,12 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 238 788 | −1,39 | 8 558 | 7,14 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 26 924 | 0,12 | 888 | −4,52 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 1 404 950 | 4,16 | 50 | 13,64 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 848 007 | −5,36 | 30 399 | 2,72 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 66 864 | 3,88 | 2 396 | 12,86 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 149 745 | 2,06 | 5 632 | 16,10 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 24 193 | −10,39 | 867 | −2,58 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 482 206 | 1,09 | 17 282 | 9,82 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 14 546 | 0,00 | 521 | 8,77 | ||||
2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 59 249 | −0,63 | 2 124 | 7,93 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 439 082 | −13,07 | 16 | −6,25 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 10 182 | 0,00 | 365 | 8,66 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 8 671 | 0,29 | 311 | 8,77 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 23 908 | −0,14 | 857 | 8,49 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 277 841 | −1,12 | 9 958 | 2,45 | ||||
2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 5 213 | 0,00 | 187 | 8,77 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 13 430 | 481 | ||||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 57 169 | 0,00 | 2 049 | 8,59 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 298 484 | 10,55 | 10 698 | 20,10 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Washington Trust Bank | 9 099 | −0,28 | 326 | 8,31 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 156 912 | −2,36 | 5 624 | 6,07 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 13 598 | 102,20 | 487 | 120,36 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 869 | 425 | ||||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 38 158 | −44,34 | 1 368 | −39,54 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 9 603 | 0,25 | 317 | −4,53 |