Grundläggande statistik
| Institutionella ägare | 1174 total, 1172 long only, 0 short only, 2 long/short - change of 2,62% MRQ |
| Genomsnittlig portföljallokering | 0.7649 % - change of −7,92% MRQ |
| Institutionella aktier (lång) | 284 321 688 (ex 13D/G) - change of 10,85MM shares 3,97% MRQ |
| Institutionellt värde (lång) | $ 16 853 957 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core Dividend Growth ETF (US:DGRO) har 1174 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 284,321,688 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Envestnet Asset Management Inc, Wealthfront Advisers Llc, Raymond James Financial Inc, Capital Investment Advisors, LLC, Commonwealth Equity Services, Llc, Ameriprise Financial Inc, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares Core Dividend Growth ETF (ARCA:DGRO) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 67,69 / share. Previously, on September 16, 2024, the share price was 62,19 / share. This represents an increase of 8,84% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 855 | 246 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 12 800 | 62,03 | 814 | 68,53 | |||
| 2025-07-11 | 13F | Grove Bank & Trust | 200 | 0,00 | 13 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 38 484 | 35,42 | 2 461 | 40,17 | ||||
| 2025-07-18 | 13F | Vicus Capital | 303 652 | 5,37 | 19 416 | 9,05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 41 061 | −22,28 | 2 625 | −19,58 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 7 216 | 0,36 | 446 | 0,91 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 6 445 | 2,96 | 412 | 6,74 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 886 | 57 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 4 954 | 26,18 | 317 | 30,58 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 10 771 | 689 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6 519 | 0,35 | 417 | 3,74 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1 146 030 | −20,30 | 71 180 | −20,34 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 493 | 223 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 17 764 | −1,13 | 1 136 | 2,25 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 570 | 0,00 | 420 | 3,70 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 536 | −6,28 | 226 | −3,00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 74 621 | 0,52 | 4 771 | 4,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10 009 467 | −2,16 | 640 005 | 1,26 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 27 328 | −3,76 | 1 747 | −0,40 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 10 979 | −0,08 | 702 | 3,39 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 20 277 | 0,00 | 1 297 | 3,51 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 14 924 | −2,91 | 954 | 0,53 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 23 933 | −0,19 | 1 530 | 3,31 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 195 200 | 1,42 | 12 481 | 4,97 | ||||
| 2025-07-28 | 13F | Essex LLC | 4 285 | −6,03 | 274 | −2,85 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 4 200 | 269 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 14 631 | 178,95 | 935 | 188,58 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 18 007 | 162,26 | 1 151 | 188,47 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 33 151 | 0,00 | 2 120 | 3,47 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 276 | −76,24 | 401 | −75,41 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 427 | −29,20 | 155 | −26,54 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 977 | 0,10 | 62 | 3,33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 962 | −2,80 | 1 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 12 539 | −4,86 | 775 | −4,21 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 23 231 | −1,57 | 1 485 | 1,85 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 864 | 13,52 | 119 | 17,82 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 17 085 | −2,69 | 1 099 | 1,29 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 5 244 | −1,15 | 335 | 2,45 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 103 877 | 1,33 | 6 641 | 4,86 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 453 | 29 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 13 473 | 0,00 | 861 | 3,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 503 | 0,04 | 608 | 3,58 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 241 521 | 30,12 | 15 443 | 42,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 394 186 | 26,66 | 470 426 | 31,78 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 80 934 | 12,77 | 5 175 | 16,72 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 10 226 | −10,64 | 654 | −7,51 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 105 157 | 6 724 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 000 | 512 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 599 | −35,31 | 38 | −30,91 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 20 728 | 2,00 | 1 281 | 2,89 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 33 534 | −3,25 | 2 144 | 0,14 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 41 | 3 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 373 | 56,72 | 24 | 64,29 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 13 706 | 0,15 | 876 | 3,67 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 326 | −4,37 | 468 | −1,06 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 61 984 | −4,83 | 3 963 | −1,49 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 503 | 32 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 780 | 0,52 | 50 | 4,26 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 050 | 323 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44 522 | 0,78 | 2 848 | 4,32 | ||||
| 2025-08-01 | 13F | First National Trust Co | 18 691 | 11,33 | 1 195 | 15,24 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 3 400 | 0,00 | 217 | 3,33 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 3 202 | 205 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 37 796 | −11,61 | 2 417 | −8,52 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 300 | 0,00 | 211 | 3,94 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 423 | 1 114 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 4 158 | 266 | ||||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 14 796 | 4,25 | 946 | 7,99 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 13 500 | 863 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 4 549 | 0,00 | 291 | 3,20 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 593 770 | −0,67 | 37 966 | 2,80 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 2 729 | −1,09 | 174 | 2,35 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 706 | 0,52 | 173 | 4,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 619 763 | 10,81 | 39 628 | 14,68 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 545 | 0,00 | 35 | 3,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 348 063 | 169,10 | 22 | 214,29 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4 123 | −7,06 | 264 | −4,01 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 11 913 | −29,11 | 762 | −26,69 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 528 | 290 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 10 877 | 0,00 | 695 | 3,58 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 929 653 | −1,95 | 59 442 | 1,48 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40 815 | 15,12 | 2 610 | 19,13 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 190 330 | −0,17 | 12 170 | 3,32 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 68 095 | 1,46 | 4 354 | 4,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 607 648 | 12,17 | 1 125 833 | 16,09 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 101 380 | 16,91 | 6 | 20,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 001 | −22,43 | 185 | −21,94 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 395 | −0,20 | 345 | 3,30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 22 103 | −4,62 | 1 413 | −1,26 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 9 064 | 580 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 53 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 616 732 | 0,77 | 39 434 | 4,29 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 454 | 35,10 | 1 000 | 50,15 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 889 | 209,76 | 57 | 229,41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 165 160 | 0,85 | 10 560 | 4,38 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 194 602 | 26,61 | 12 443 | 31,04 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 107 036 | −0,98 | 7 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7 291 | 466 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 19 557 | −2,27 | 1 251 | 1,13 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 176 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 271 | 0,21 | 337 | 4,01 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 5 400 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 416 | −13,15 | 1 114 | −10,10 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 706 | 6,11 | 1 452 | 9,76 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 11 145 | 2,69 | 713 | 6,27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 41 095 | 21,26 | 2 628 | 25,51 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 043 | −12,45 | 578 | −9,40 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 5 088 | 325 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6 864 | 9,82 | 439 | 13,47 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 244 963 | 28,91 | 15 668 | 33,44 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 186 622 | −2,13 | 11 933 | 1,30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 668 | 0,00 | 43 | 2,44 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 184 637 | −6,40 | 11 806 | −3,13 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 26 316 | 1 683 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 750 | 0,00 | 48 | 2,17 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 1 664 | −52,85 | 106 | −51,38 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 913 324 | 41,27 | 115 067 | 33,85 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 193 280 | −0,42 | 12 358 | 3,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 235 100 | 8 659,57 | 78 972 | 8 966,82 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5 500 | −45,00 | 352 | −43,11 | |||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 876 | −14,02 | 312 | −11,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 27 401 | 5,32 | 1 752 | 8,96 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 70 772 | 0,03 | 4 525 | 3,52 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 22 855 | 0,00 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 315 372 | 11,40 | 148 045 | 15,29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 5 706 | 0,00 | 365 | 3,41 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 34 127 | 1,96 | 2 182 | 5,56 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 5 000 | 0,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 28 858 | 2,20 | 1 809 | 4,45 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 684 | −6,45 | 236 | −0,42 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3 674 | −19,82 | 235 | −17,31 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 165 | 5,12 | 650 | 8,71 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4 729 | −0,13 | 302 | 3,42 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 25 323 | 7,37 | 1 619 | 11,12 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 519 934 | −1,68 | 33 | 3,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 553 | −0,43 | 1 698 | 3,04 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5 761 | −4,16 | 368 | −0,81 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 15 391 | 0,00 | 984 | 3,58 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 94 | 0,00 | 6 | 20,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9 821 | 7,15 | 628 | 10,78 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 282 145 | 7,29 | 18 040 | 11,04 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8 623 | −47,08 | 551 | −15,10 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5 703 | 0,00 | 365 | 3,41 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 18 821 | 5,46 | 1 203 | 9,17 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 142 482 | 5,28 | 9 110 | 8,97 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7 467 | −6,28 | 477 | −3,05 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 306 837 | −0,17 | 19 619 | 3,32 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 78 568 | 22,22 | 5 024 | 26,49 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 200 | 16,83 | 332 | 21,17 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 9 892 | 1,58 | 633 | 11,27 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 25 926 | −31,30 | 1 658 | −28,91 | ||||
| 2025-08-07 | 13F | Gouws Capital LLC | 27 850 | 0,07 | 1 781 | 3,55 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 80 000 | 100,00 | 5 | 150,00 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 422 | 0,00 | 27 | 0,00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 10 409 | −19,38 | 666 | −16,56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 403 000 | 61,61 | 26 | 66,67 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 62 143 | 11,19 | 3 973 | 15,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 316 | 7,90 | 532 | 11,55 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 142 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 136 | 648 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9 169 | −2,27 | 586 | 1,21 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3 378 | −56,94 | 216 | −55,58 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 261 003 | 3,51 | 16 689 | 7,13 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3 153 | 221,08 | 202 | 235,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 241 517 | 5,63 | 15 443 | 9,32 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 46 900 | −2,18 | 2 999 | 1,22 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 30 897 | −4,01 | 2 003 | 0,70 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 235 459 | 2,08 | 15 055 | 5,65 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 962 | 256 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 5 272 | 0,00 | 335 | 3,08 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 672 849 | −41,05 | 41 791 | −42,89 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 673 | −8,68 | 43 | −4,44 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 217 | 127,48 | 78 | 133,33 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 3 257 | 208 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 33 462 | 8,22 | 2 129 | 12,59 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 69 088 | −8,29 | 4 418 | −5,07 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 132 452 | 11,31 | 8 469 | 15,20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 59 422 | 1 089,15 | 3 799 | 1 133,44 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 29 968 | −3,89 | 1 916 | −0,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 176 | 4,62 | 0 | |||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 297 697 | −11,80 | 19 035 | −8,71 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 32 835 | 13,08 | 2 099 | 17,07 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 400 | 0,00 | 26 | 4,17 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 165 826 | 1,74 | 10 603 | 5,29 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 628 | 0,05 | 624 | 7,97 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 52 783 | 0,51 | 3 375 | 4,01 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 23 632 | −6,42 | 1 511 | −3,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 411 | 0,49 | 26 | 4,00 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 5 545 | 0,00 | 355 | 3,51 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 20 051 | −1,52 | 1 282 | 1,99 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 36 720 | 46,62 | 2 348 | 51,71 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 104 449 | −3,99 | 6 678 | −0,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 154 | −26,67 | 457 | −24,09 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 152 183 | 1,88 | 9 731 | 5,44 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 28 907 | 48,14 | 1 848 | 53,36 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 242 217 | −30,28 | 15 487 | −27,84 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 44 872 | 0,65 | 2 869 | 4,18 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 39 329 | 7,33 | 2 515 | 11,09 | ||||
| 2025-08-08 | 13F | Creative Planning | 402 701 | 7,83 | 25 749 | 11,59 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 12 067 | 4,93 | 772 | 9,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 719 023 | −0,34 | 493 554 | 3,14 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 211 386 | 0,89 | 77 456 | 4,42 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 769 | −51,65 | 497 | −50,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 61 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 280 | −44,55 | 18 | −45,16 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3 350 | −5,71 | 214 | −2,28 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 14 652 | 1,59 | 937 | 5,05 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 18 016 | 40,41 | 1 152 | 45,33 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 373 | −5,23 | 152 | −1,95 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 25 622 | 0,37 | 1 638 | 3,87 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 598 | 5,35 | 614 | 9,07 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 40 522 | 115,28 | 2 591 | 129,20 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 10 122 | 1,35 | 647 | 5,03 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 212 | 14 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 101 139 | 3,13 | 6 467 | 6,73 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 437 960 | −3,41 | 28 003 | −0,04 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 15 | 1 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 341 452 | 2,06 | 21 095 | 2,79 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 11 928 | −0,19 | 772 | 4,61 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 1 625 | 0,00 | 104 | 3,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43 353 | −0,81 | 2 772 | 2,63 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 000 | 512 | ||||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 550 803 | 3,87 | 35 | 9,38 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 512 290 | 2,91 | 32 756 | 6,51 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 877 | 17,72 | 316 | 26,91 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 967 | 0,00 | 126 | 3,31 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 360 344 | 1,39 | 22 925 | 4,41 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 103 768 | 8,97 | 6 635 | 7,52 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 6 333 | 1,60 | 405 | 4,94 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 52 894 | 2,08 | 3 382 | 5,65 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 93 | 6 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 877 | −93,28 | 120 | −93,04 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 302 | 196,08 | 19 | 216,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 27 195 | −2,35 | 1 739 | 1,05 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2 290 | 0,00 | 146 | 3,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 215 253 | 50,81 | 13 763 | 57,20 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 10 561 | −9,61 | 675 | −6,38 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3 689 | −1,50 | 220 | −3,93 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 22 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27 127 | 0,17 | 1 734 | 3,65 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 87 | 0,00 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 4 000 | 0,00 | 260 | 10,21 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 18 472 | −0,19 | 1 181 | 3,32 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 33 389 | 0,34 | 2 135 | 3,84 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 113 715 | 6,80 | 7 271 | 10,54 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 6 254 | 27,95 | 400 | 32,56 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 144 532 | 3,46 | 9 241 | 7,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17 463 | −2,56 | 1 117 | 0,81 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 206 | 0,00 | 13 | 8,33 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 160 | 10 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 13 372 | −0,74 | 826 | 0,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 857 | −1,15 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 751 | 0,00 | 48 | 4,35 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 5 558 | 53,66 | 355 | 60,63 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 3 289 | −98,88 | 210 | −98,85 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 6 233 | 13,16 | 399 | 17,06 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 25 175 | 0,87 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 152 843 | 0,66 | 9 773 | 4,18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 129 634 | −1,44 | 8 289 | 1,99 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 204 | 114,62 | 77 | 123,53 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 6 017 | −29,04 | 385 | −26,58 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 115 151 | 54,59 | 7 363 | 60,01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 155 517 | −0,64 | 9 944 | 2,82 | ||||
| 2025-08-14 | 13F | Family Management Corp | 771 | 49 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 28 197 | 2,11 | 1 803 | 5,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 187 | −0,40 | 1 994 | 3,10 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 298 917 | 11,76 | 19 | 18,75 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160 341 | 6,99 | 10 252 | 10,74 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 16 168 | −0,18 | 1 034 | 3,30 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 12 768 | 12,84 | 816 | 12,55 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23 742 | −7,02 | 1 518 | −3,74 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 26 873 | 0,11 | 1 762 | 11,67 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 26 558 | 3,23 | 1 698 | 6,86 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13 728 | −4,56 | 878 | −1,24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 247 | 10,00 | 272 | 13,87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 985 564 | 83,07 | 63 017 | 89,47 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 128 | −1,78 | 520 | 1,57 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 937 050 | 0,07 | 59 915 | 3,57 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 26 566 | −1,92 | 1 699 | 1,49 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 53 656 | 0,58 | 3 529 | 9,49 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 983 | −44,62 | 63 | −43,12 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 3 882 | 248 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 626 | 96,11 | 999 | 103,05 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 9 393 | 601 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 360 | 23 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 116 985 | 4,52 | 7 480 | 8,19 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 553 | −13,43 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Bell Bank | 8 600 | 0,00 | 550 | 3,39 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 19 101 | 6,19 | 1 221 | 9,90 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 496 | 32 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 178 849 | 2,42 | 11 436 | 6,00 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 28 133 | −22,25 | 1 799 | −19,55 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 94 367 | −7,15 | 6 034 | −3,90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 047 | −31,36 | 2 113 | −28,95 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 328 360 | −2,28 | 20 995 | 1,14 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3 780 | 0,00 | 242 | 3,43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 133 013 | 8,17 | 8 505 | 11,94 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 39 593 | −3,94 | 2 532 | −0,59 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 1 466 401 | 3,48 | 93 762 | 7,10 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22 485 | −3,25 | 1 438 | 0,14 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 9 570 | 146,97 | 630 | 178,32 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 938 | 3,67 | 188 | 6,86 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 28 748 | 0,17 | 1 838 | 3,67 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3 976 | 0,00 | 254 | 3,67 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 158 529 | 5,64 | 10 136 | 9,33 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 583 | 198,12 | 101 | 215,63 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 4 277 | −57,87 | 273 | −56,46 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 37 298 | −27,00 | 2 385 | −24,46 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 1 086 095 | 7,79 | 69 445 | 11,56 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3 629 | 0,00 | 232 | 4,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 259 | 528 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 7 990 | −9,61 | 511 | −6,59 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 403 764 | −1,80 | 25 817 | 1,63 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 806 | −30,34 | 52 | −27,14 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 230 | 0,00 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 73 051 | 3,23 | 4 671 | 6,84 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 521 | −0,12 | 545 | 3,23 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 26 316 | −6,10 | 1 683 | −2,83 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 52 218 | 6,35 | 3 339 | 10,06 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2,63 | 2 | 0,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 500 | 0,00 | 32 | 3,33 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 20 966 | 0,00 | 1 341 | 3,47 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 69 716 | 4,25 | 4 458 | 7,89 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 876 | 0,00 | 120 | 3,48 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 93 346 | 7,64 | 5 969 | 11,41 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 7 214 | −79,55 | 461 | −78,83 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 77 380 | 1,33 | 4 948 | 4,88 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5 890 | 377 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 38 778 | −1,46 | 2 479 | 1,97 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 31 838 | 9,66 | 2 036 | 13,50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 641 880 | 0,78 | 41 042 | 4,30 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 392 | 0,00 | 345 | 3,30 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 49 835 | −2,16 | 3 186 | 1,27 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 892 804 | 7,81 | 57 086 | 17,28 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 113 299 | 5,38 | 7 244 | 9,06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 200 | 21,81 | 1 356 | 26,05 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 64 545 | −5,20 | 4 127 | −1,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 165 444 | 0,83 | 10 579 | 4,36 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 243 746 | 0,15 | 79 525 | 3,65 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 369 708 | 2,19 | 23 964 | 19,96 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 974 | 0,00 | 62 | 3,33 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 291 354 | 2,38 | 19 | 5,88 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 447 | 0,45 | 29 | 3,70 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 84 983 | 5,19 | 5 434 | 8,86 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 32 956 | 4,37 | 2 107 | 8,05 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 165 | −8,84 | 10 | −9,09 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 36 803 | 87,21 | 2 353 | 93,82 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 651 | −8,44 | 42 | −4,65 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 354 | 0,00 | 23 | 4,76 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 101 716 | −0,18 | 6 594 | 4,75 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 204 709 | 6,37 | 13 089 | 10,09 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 30 133 | 2,98 | 1 927 | 6,59 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 78 | 0,00 | 5 | 0,00 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 137 746 | 0,04 | 8 807 | 3,54 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 011 | −55,63 | 448 | −51,15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 256 263 | −0,89 | 16 385 | 2,57 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 8 766 | −15,81 | 568 | −11,82 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 240 213 | −7,68 | 15 359 | −3,77 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8 512 | 12,74 | 526 | 9,60 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 48 | 3 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8 330 | 74,52 | 1 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 25 064 | −10,03 | 1 603 | −6,91 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5 300 | 339 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 47 413 | −2,43 | 3 032 | 0,97 | ||||
| 2025-05-12 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 166 | 0,00 | 11 | 0,00 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7 796 | 2,70 | 498 | 6,41 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 3 841 | −1,21 | 246 | 2,08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 449 | 394,75 | 157 | 420,00 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 11 536 | 0,03 | 738 | 3,51 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 686 857 | −3,23 | 43 918 | 0,15 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 119 616 | 1,83 | 7 648 | 5,39 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 631 | −21,41 | 232 | −18,60 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 804 | −2,58 | 444 | 2,78 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 4 694 | −27,21 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 480 | 0,14 | 95 | 3,30 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 449 | −64,13 | 155 | −63,18 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 | 17 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 5 022 | 0,00 | 321 | 3,55 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7 161 | 0,28 | 458 | 3,63 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 339 572 | 14,50 | 21 712 | 18,51 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 043 | −34,50 | 131 | −32,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 698 756 | 33,33 | 44 678 | 37,99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 430 | 283 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 904 167 | 15,83 | 504 803 | 19,69 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 46 | 0,00 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 303 550 | 6,68 | 19 697 | 12,05 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 81 630 | 4,64 | 5 219 | 8,30 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3 767 | 0,00 | 241 | 3,45 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 7 300 | 0,00 | 467 | 3,56 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 48 384 | 25,84 | 3 094 | 30,23 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 284 544 | 1,10 | 18 194 | 4,64 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 126 072 | −0,00 | 8 061 | 3,49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 19 127 | 0,00 | 1 223 | 3,56 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23 326 | −0,43 | 1 491 | 3,04 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38 050 | 4,53 | 2 433 | 8,47 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 22 996 | 23,75 | 1 470 | 28,16 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 53 163 | 12,00 | 3 399 | 15,93 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 20 195 | 5,41 | 1 291 | 9,13 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 5 707 | 29,70 | 365 | 34,32 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 534 | 0,00 | 290 | 3,21 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 000 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 783 116 | 0,97 | 114 012 | 4,50 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5 348 | −36,90 | 0 | |||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 183 808 | −1,76 | 11 753 | 1,68 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 4 547 | −20,84 | 291 | −18,08 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 127 836 | 14,60 | 8 174 | 18,60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 274 356 | 20,64 | 17 542 | 24,86 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 128 798 | 17,45 | 8 235 | 21,55 | ||||
| 2025-07-31 | 13F | City State Bank | 7 532 | −2,59 | 482 | 0,84 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 6 022 | 0,37 | 385 | 4,05 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 8 988 | −7,88 | 582 | 1,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 899 | 10,90 | 1 592 | 15,11 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 045 | 0,23 | 642 | 3,72 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 77 878 | −12,98 | 4 980 | −6,73 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 118 024 | 3,01 | 7 546 | 6,61 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 256 739 | 3,33 | 16 642 | 18,69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 47 114 | 0,12 | 3 012 | 3,61 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 574 | 292 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 899 | −3,85 | 313 | −0,32 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 221 458 | −1,60 | 14 160 | 1,84 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12 991 | 1,41 | 831 | 4,93 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 207 | 13 | ||||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 37 488 | 0,00 | 2 397 | 3,45 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 104 | 0,00 | 71 | 2,94 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 188 978 | 0,84 | 12 083 | 4,37 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 7 419 | −3,86 | 474 | −0,42 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 29 140 | 8,53 | 1 863 | 12,36 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 217 | 0,00 | 78 | 2,67 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 23 624 | 0,13 | 1 533 | 17,74 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 11 797 | 0,00 | 754 | 3,57 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 39 414 | −1,65 | 2 520 | 6,78 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 57 981 | 13,53 | 3 707 | 17,50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 243 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 32 687 | −1,68 | 2 090 | 1,75 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 667 | 81,51 | 1 577 | 87,96 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 26 381 | 5,00 | 1 687 | 8,63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 56 257 | 57,28 | 3 597 | 62,83 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 098 | 0,00 | 70 | 4,48 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 862 | −1,52 | 311 | 4,73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 22 | 0,00 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 42 637 | 0,16 | 2 726 | 3,69 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 341 904 | 16,49 | 21 906 | 22,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 13 285 | 21,86 | 849 | 26,15 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 5 260 | 0,04 | 336 | 3,70 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 45 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 228 294 | −0,03 | 14 597 | 3,47 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 515 | −3,42 | 417 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 34 510 | 1,36 | 2 207 | 4,90 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 24 263 | −3,58 | 1 551 | −0,19 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 278 439 | 51,77 | 17 803 | 57,08 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 9 309 | −0,89 | 595 | 2,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 046 | −53,51 | 962 | −51,61 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 13 617 | −19,69 | 871 | −16,91 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 305 | 0,00 | 20 | 5,56 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 671 | −5,92 | 938 | −2,60 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 658 709 | 2,14 | 42 704 | 7,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 89 484 | −2,44 | 5 722 | 0,97 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 172 167 | −12,25 | 11 008 | −9,18 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 111 102 | 0,02 | 7 104 | 3,51 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109 667 | −1,35 | 7 012 | 2,10 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 13 687 | 0,74 | 875 | 4,29 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14 187 | −6,65 | 907 | −3,30 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19 070 | 2,70 | 1 219 | 6,28 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 142 821 | −20,29 | 9 132 | −17,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 83 270 | 6,92 | 5 324 | 10,66 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 13 633 | 0,21 | 872 | 3,69 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 62 164 | −2,72 | 3 975 | 0,68 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 24 793 | 98,53 | 1 609 | 120,88 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 6 331 | −3,28 | 405 | 0,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 | −33,33 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 612 | 39,43 | 679 | 44,26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 156 454 | −2,41 | 10 004 | 1,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18 783 222 | 1,28 | 1 200 999 | 4,82 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 240 141 | −21,69 | 15 355 | −18,96 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 1 350 | 86 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3 355 | 0,00 | 215 | 3,38 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 19 201 | 0,07 | 1 186 | −2,31 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 67 580 | 23,00 | 4 175 | 23,89 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 5 138 | 2,29 | 329 | 5,81 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 23 097 | 151,33 | 1 477 | 160,32 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 14 631 | 935 | ||||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 401 987 | 31,09 | 25 703 | 35,68 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 24 750 | 0,00 | 1 583 | 3,47 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 4 500 | 0,00 | 288 | 3,24 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 249 | 16 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 140 556 | −1,64 | 8 987 | 1,80 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 7 250 | 0,00 | 464 | 3,58 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 17 561 | 1,97 | 1 123 | 5,55 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 42 061 | 2,08 | 2 689 | 5,66 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 238 806 | 19,67 | 15 269 | 24,09 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 51 460 | 1,31 | 3 290 | 4,84 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 30 105 | −1,06 | 1 925 | 3,11 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 12 161 | −0,33 | 778 | 3,19 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 504 449 | 1,62 | 32 254 | 5,17 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 1 470 | 0,55 | 94 | 3,33 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 468 966 | 5,15 | 29 986 | 8,83 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 456 285 | 15,65 | 29 175 | 19,69 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 106 226 | −1,16 | 6 792 | 2,30 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 354 | 0,00 | 23 | 0,00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 285 | 18 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 107 041 | 7,70 | 7 | 0,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 394 974 | 0,59 | 25 255 | 4,11 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7 623 | 24,19 | 487 | 28,50 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 19 453 | 6,83 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6 382 | 1,24 | 394 | 2,07 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 471 | 0,00 | 285 | 2,90 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 3 265 | 0,09 | 209 | 3,48 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 206 | 205 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 133 154 | 15,15 | 8 514 | 19,18 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3 000 | 0,00 | 192 | 3,24 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 120 349 | −0,96 | 7 695 | 2,50 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 600 | 0,00 | 166 | 3,75 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 282 892 | 4,32 | 18 088 | 7,97 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 549 | 0,00 | 35 | 6,06 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 103 054 | 164,11 | 6 589 | 173,40 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4 441 | 284 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 949 | 125 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 116 472 | 8,58 | 7 447 | 12,39 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 152 321 | −2,54 | 9 739 | 0,86 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 40 208 | 2 571 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 91 533 | −4,61 | 5 853 | −1,28 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4 934 | −15,70 | 315 | −12,74 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 30 122 | −3,60 | 1 926 | 0,05 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 96 951 | 4,22 | 6 199 | 7,88 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 48 807 | 8,28 | 3 183 | 14,33 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 53 529 | 19,24 | 3 423 | 23,40 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 643 | −0,02 | 361 | 3,45 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 10 333 | −0,16 | 661 | 3,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 221 299 | 4,94 | 14 219 | 9,14 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 949 | 444 | ||||||
| 2025-07-30 | 13F | Pacific Wealth Management | 5 280 | 0,00 | 338 | 3,37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 84 462 | 0,17 | 5 400 | 3,69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25 420 | 26,55 | 1 625 | 30,94 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 5 345 | 15,99 | 342 | 20,07 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 156 239 | −10,63 | 9 990 | −7,51 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 385 | 0,00 | 25 | 4,35 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 122 236 | 14,49 | 7 816 | 18,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 790 726 | −2,27 | 50 559 | 1,15 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 651 | 54 933,33 | 106 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 468 | −40,93 | 95 | −37,91 | ||||
| 2025-07-10 | 13F | Ayrshire Capital Management LLC | 8 537 | −1,73 | 546 | 1,68 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 768 | 113 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 740 517 | 142 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 20 583 | 48,70 | 1 316 | 53,92 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 116 999 | −3,15 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 123 376 | 1,71 | 7 889 | 5,06 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 603 948 | 3,21 | 38 616 | 6,81 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 023 | −7,94 | 449 | −3,85 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 43 944 | 20,82 | 2 810 | 25,07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40 122 | 274,94 | 2 565 | 288,05 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 120 388 | −2,08 | 7 698 | 1,34 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 478 | 0,00 | 31 | 3,45 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 4 248 | −2,57 | 272 | 0,74 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 328 | 0,30 | 149 | 3,50 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 857 | 0,59 | 55 | 3,85 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 90 988 | −1,05 | 5 899 | 3,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 509 195 | −1,79 | 32 558 | 1,65 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 617 | 24,72 | 615 | 28,99 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9 972 | 616 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13 489 | 16,03 | 862 | 20,06 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 38 480 | 0,09 | 2 460 | 3,58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 287 | −17,08 | 1 169 | −14,17 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 25 158 | 10,21 | 1 609 | 14,04 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 26 083 | −67,04 | 1 668 | −65,90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 459 259 | 6,14 | 157 246 | 9,86 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 6 144 | 393 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 725 560 | 5,80 | 46 392 | 9,50 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5 333 | −1,48 | 341 | 2,10 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 498 427 | 4,15 | 31 869 | 7,79 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 3 934 | 0,00 | 252 | 3,29 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 363 065 | 3,58 | 23 214 | 7,20 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 862 | 0,00 | 55 | 3,77 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 238 | 15 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 657 | 106 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 14 621 | 0,00 | 935 | 3,43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 112 359 | −4,93 | 7 184 | −1,60 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 4 767 | 0,00 | 305 | 3,40 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34 442 | −5,60 | 2 202 | −2,31 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4 814 | −5,22 | 308 | −1,92 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 570 | 11,13 | 1 123 | 15,06 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 4 564 472 | −38,71 | 274 507 | −41,93 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 200 | −32,22 | 1 036 | −29,88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16 470 | 1 053 | ||||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 621 520 | −6,44 | 39 740 | −3,17 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 8 233 | 0,02 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 12 413 | −1,08 | 794 | 2,32 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 115 012 | 30,70 | 7 354 | 42,17 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 117 330 | 8,39 | 7 502 | 12,19 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 38 204 | −6,63 | 2 443 | −3,36 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 302 | 17,93 | 211 | 21,97 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 33 | −99,67 | 2 | −99,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 238 943 | 19,17 | 15 278 | 23,33 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 445 | 28 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145 | 5,07 | 9 | 12,50 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 152 | 202 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 17 079 | −16,16 | 1 092 | −13,20 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 19 095 | −2,42 | 1 221 | 0,99 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 275 | −60,04 | 658 | −58,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 421 536 | 4,29 | 410 593 | 7,93 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 14 243 | 4,82 | 911 | 8,46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 55 749 | 8,83 | 3 565 | 12,64 | ||||
| 2025-08-04 | 13F | Balentine LLC | 17 341 | 0,00 | 1 109 | 3,45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11 575 | −2,19 | 740 | 1,23 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 54 216 | −9,54 | 3 467 | −6,37 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 9 810 | −3,49 | 627 | 0,00 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4 500 | 0,00 | 288 | 3,24 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 10 599 | 0,00 | 678 | 3,52 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 392 | 25 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 20 351 | −0,34 | 1 301 | 3,17 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 69 474 | 14,59 | 4 442 | 18,61 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 15 057 | −0,11 | 963 | 3,33 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 32 900 | −43,19 | 2 104 | −41,21 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 8 259 | −0,02 | 528 | 3,53 | ||||
| 2025-07-22 | 13F | Legacy Trust | 14 992 | 26,07 | 959 | 30,52 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3 528 | 226 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 337 831 | −1,34 | 21 601 | 2,11 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 591 822 | 86 423,68 | 38 356 | 91 221,43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 753 506 | −49,10 | 176 059 | −47,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178 271 | 4,07 | 11 399 | 11,96 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 25 421 | −0,96 | 1 625 | 0,99 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8 846 | 0,12 | 546 | 0,92 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 81 511 | 1,38 | 5 212 | 4,91 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 6 937 | 0,00 | 444 | 3,50 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 709 | 38,71 | 813 | 43,46 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 162 795 | −13,12 | 10 | −9,09 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 38 193 | −0,44 | 2 442 | 3,04 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 301 | −10,18 | 339 | −7,14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 534 983 | 25,94 | 290 | 30,18 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 52 056 | 1,15 | 3 371 | 6,04 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4 147 | 16,26 | 266 | 22,12 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 51 385 | 25,25 | 3 295 | 32,12 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 12 110 | 0,03 | 774 | 3,61 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 65 337 | −6,87 | 4 178 | −3,62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8 745 | −16,48 | 559 | −13,47 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 123 989 | −6,59 | 7 928 | −3,33 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 19 766 | −0,39 | 1 264 | 3,10 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 1 460 398 | −0,60 | 93 378 | 2,88 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 36 511 | −2,53 | 2 335 | 0,86 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 071 | 0,92 | 644 | 4,38 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 6 929 | 0,00 | 443 | 3,50 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21 176 | 30,37 | 1 354 | 34,90 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 3 571 | 0,53 | 228 | 4,11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 231 335 | 1,53 | 14 792 | 5,09 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 71 865 | −22,68 | 4 595 | −19,98 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 269 | 1,59 | 401 | 4,99 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 13 232 | −1,88 | 846 | 1,56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 137 072 | −8,10 | 8 764 | −4,88 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 3 926 | −11,30 | 251 | −8,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 75 347 | 25,88 | 4 818 | 30,33 | ||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 648 069 | −16,27 | 41 438 | −13,34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 665 437 | 0,81 | 42 548 | 4,33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 96 389 | −13,18 | 6 163 | −10,15 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 24 121 | 3,81 | 1 542 | 7,46 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 942 | −5,33 | 60 | −1,64 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10 855 | −1,87 | 694 | 1,61 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 477 | 0,00 | 30 | 3,45 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 35 664 | 0,80 | 2 280 | 4,35 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 4 981 | 22,20 | 318 | 26,69 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 130 437 | 15,16 | 8 431 | 20,49 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 4 885 | −10,22 | 312 | −7,14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 6 648 | −1,13 | 425 | 2,41 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 4 008 | 2,48 | 260 | 7,47 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 21 894 | 0,50 | 1 400 | 4,01 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 16 749 | 1,49 | 1 071 | 5,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6 702 | 0,00 | 429 | 3,38 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7 304 | 0,23 | 467 | 3,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 123 721 | 5,41 | 7 643 | 6,17 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 258 921 | 11,02 | 144 435 | 14,90 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 27 172 | −23,87 | 1 737 | −21,22 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118 356 | 21,40 | 7 568 | 25,66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 886 | 11,90 | 4 277 | 15,82 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 14 128 | −33,51 | 903 | −31,17 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 206 586 | 1,23 | 13 209 | 4,77 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5 768 | 369 | ||||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 278 | 67,68 | 401 | 73,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 309 700 | 19 802 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 158 002 | −9,52 | 10 103 | −6,36 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 119 493 | 21,27 | 7 640 | 25,51 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 7 312 | −4,33 | 468 | −1,06 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 6 018 | 0,00 | 385 | 3,50 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 292 635 | −21,16 | 18 838 | −17,85 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 288 233 | 30,60 | 274 190 | 35,17 | ||||
| 2025-07-16 | 13F | Eastover Investment Advisors LLC | 5 428 | 0,00 | 347 | 3,58 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 13 463 | 0,00 | 861 | 3,49 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 2 100 | 0,00 | 134 | 3,88 |
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