Grundläggande statistik
| Institutionella ägare | 1001 total, 1001 long only, 0 short only, 0 long/short - change of 1,42% MRQ |
| Genomsnittlig portföljallokering | 0.4720 % - change of −10,58% MRQ |
| Institutionella aktier (lång) | 101 114 946 (ex 13D/G) - change of −8,50MM shares −7,75% MRQ |
| Institutionellt värde (lång) | $ 10 467 977 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI EAFE Growth ETF (US:EFG) har 1001 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 101,114,946 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, LPL Financial LLC, Jones Financial Companies Lllp, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Park Avenue Securities Llc, Cwm, Llc, Envestnet Portfolio Solutions, Inc., and Us Bancorp \de\ .
iShares Trust - iShares MSCI EAFE Growth ETF (BATS:EFG) 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 16, 2025 is 113,75 / share. Previously, on September 17, 2024, the share price was 104,45 / share. This represents an increase of 8,90% 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14 654 | 6,58 | 1 641 | 19,43 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17 824 | 4,15 | 1 996 | 16,66 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 877 | 0,00 | 658 | 12,10 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2 539 | 284 | ||||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 5 450 | 0,00 | 610 | 11,93 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 2 033 | 0,00 | 228 | 11,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 490 315 | 4,85 | 54 915 | 17,43 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 11 202 | 1,26 | 1 250 | 13,02 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 7 733 | 237,10 | 866 | 278,17 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9 309 | 9,57 | 1 026 | 20,28 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 10 | 0,00 | 1 | 0,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 95 131 | 9,59 | 9 513 | 13,18 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 205 | 0,08 | 135 | 11,67 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 9 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 3 296 | −1,76 | 369 | 10,15 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8 540 | 1,04 | 854 | 4,28 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 125 | 0,00 | 238 | 12,26 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 493 | 0,00 | 55 | 12,24 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 2 250 | 0,00 | 252 | 12,00 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 619 | 0,00 | 517 | 12,15 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 39 907 | 77,09 | 4 470 | 98,36 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 331 | 101,67 | 149 | 125,76 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 134 043 | −5,77 | 15 013 | 5,53 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 9 | ||||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 977 | 221 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 870 647 | 94,03 | 97 512 | 117,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 713 | 14,79 | 4 448 | 32,79 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 35 289 | −82,65 | 3 953 | 14,48 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 3 292 | 0,00 | 369 | 11,85 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 29 206 | 12,24 | 3 271 | 25,71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 54 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 658 236 | −12,09 | 520 435 | −2,59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 306 | 2,10 | 1 154 | 14,37 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 27 499 | −44,21 | 3 080 | −37,52 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 55 512 | −5,93 | 6 217 | 5,36 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 292 513 | 20,03 | 32 761 | 34,44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 89 392 | 6,38 | 10 012 | 19,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 171 466 | −3,97 | 19 204 | 7,56 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 24 672 | −2,72 | 2 763 | 8,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 142 | 0,71 | 16 | 7,14 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 927 | −15,59 | 216 | −14,34 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 976 | 1 565 | ||||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 90 361 | 10 120 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 545 | −2,31 | 612 | 1,66 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 6 944 | −11,28 | 778 | −0,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 598 189 | 1,06 | 179 | 12,66 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 53 | 6 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13 166 | −29,83 | 1 462 | −25,08 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 144 | −1,53 | 800 | 10,34 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 16 888 | −2,79 | 1 891 | 8,87 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 2 358 | 0,00 | 264 | 12,34 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 64 306 | 0,17 | 7 202 | 12,20 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 2 394 | 268 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 4 128 | 462 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 360 | −3,74 | 40 | 8,11 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 39 069 | 2,47 | 4 376 | 14,77 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 16 770 | −6,52 | 1 878 | 4,68 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 767 | 0,00 | 77 | 2,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 245 | 48,41 | 1 147 | 66,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 074 325 | 5,66 | 680 324 | 18,33 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 314 718 | 23,32 | 35 249 | 38,11 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 4 174 | 0,00 | 467 | 11,99 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 345 | 0,00 | 39 | 11,76 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 248 | 0,00 | 28 | 12,50 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 920 | −6,02 | 327 | 5,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 219 785 | −67,43 | 25 | −64,71 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 6 825 | −39,06 | 764 | −31,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 929 210 | 0,65 | 104 | 13,04 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 11 147 | −1,62 | 1 248 | 10,15 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 5 156 | 0,00 | 577 | 12,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 153 661 | −4,97 | 17 119 | 5,88 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 373 | −0,27 | 378 | 11,54 | ||||
| 2025-05-12 | 13F | FF Advisors,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 246 | 63,51 | 700 | 82,98 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 66 205 | −11,01 | 7 415 | −0,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 97 | −61,35 | 11 | −60,00 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 55 095 | −0,25 | 6 | 20,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10 469 | 1 173 | ||||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28 202 | −7,78 | 3 159 | 3,27 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 591 | −0,19 | 290 | 11,97 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 7 316 | 21,79 | 819 | 36,50 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 45 938 | 9,18 | 5 145 | 22,30 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 157 | 0,00 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 56 894 | −7,73 | 6 372 | 3,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 171 319 | 1,98 | 19 188 | 14,22 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 10 980 | 5,68 | 1 192 | 10,58 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 794 | −17,03 | 985 | −7,08 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 309 | 0,00 | 35 | 13,33 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 22 755 | 0,86 | 2 549 | 12,94 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 666 | −20,24 | 75 | −10,84 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 46 757 | 12,09 | 5 237 | 25,53 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 947 | 218 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 6 960 | 0,00 | 780 | 11,93 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 53 115 | 0,34 | 5 949 | 12,37 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 39 325 | −1,24 | 4 404 | 10,63 | ||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 331 | 0,00 | 373 | 12,01 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 9 371 | −1,76 | 1 050 | 10,07 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2 918 | 327 | ||||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 41 950 | −20,62 | 4 195 | −18,02 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 872 | 8,46 | 434 | 21,63 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 212 567 | 4,42 | 23 808 | 16,95 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 425 | 3,95 | 496 | 16,47 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 934 | −10,83 | 217 | 2,86 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 849 | 207 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14 621 | −31,02 | 1 638 | −22,75 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 663 | 0,00 | 410 | 12,02 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 48 184 | 10,17 | 5 397 | 23,39 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 9 052 | 1 014 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 843 | −0,77 | 2 222 | 11,16 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 608 756 | 6,48 | 68 181 | 19,26 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 71 473 | −0,90 | 8 005 | 10,98 | ||||
| 2025-07-11 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 6 147 | 7,45 | 688 | 20,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37 886 | 8,31 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 672 571 | 3,15 | 75 328 | 15,53 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 42 163 | 697,18 | 4 722 | 794,32 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 38 211 | −40,51 | 4 280 | −33,37 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 657 | −1,45 | 298 | 10,41 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 69 727 | −5,80 | 7 809 | 7,10 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 87 299 | 409,33 | 8 730 | 426,16 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 2 473 | 0,00 | 277 | 11,74 | ||||
| 2025-05-02 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 437 | 0,00 | 49 | 11,63 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24 270 | −0,19 | 2 718 | 11,81 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 48 703 | 1,71 | 5 421 | 14,11 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 263 | 0,77 | 29 | 11,54 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 7 379 | 1,33 | 826 | 13,46 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 378 | 5,52 | 1 386 | 18,16 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 28 060 | 114,44 | 3 | 200,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54 695 | −0,35 | 6 126 | 11,61 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 29 338 | −49,66 | 3 286 | −43,63 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 107 491 | −15,13 | 12 039 | −4,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 724 | −82,63 | 529 | −80,55 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 38 119 | −10,49 | 4 269 | 0,26 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 326 | 0,70 | 597 | 12,88 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 573 | −1,89 | 400 | 9,89 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 696 | 0,00 | 78 | 11,59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12 341 | 152,58 | 1 382 | 183,20 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 588 | 987,39 | 290 | 1 156,52 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2 997 | −0,79 | 336 | 10,93 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 51 026 | −4,30 | 5 715 | 7,18 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 6 081 | 7,32 | 681 | 20,32 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 24 718 | 7,83 | 2 768 | 20,77 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 597 452 | 12,29 | 66 915 | 25,76 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 52 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 891 | 100 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 6 136 | −1,64 | 687 | 10,27 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 2 473 | 0,00 | 277 | 11,74 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 681 | 0,00 | 76 | 11,76 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 7 755 | −22,60 | 869 | −13,29 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 3 811 | 1,09 | 425 | 25,44 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 173 | −41,75 | 19 | −34,48 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 17 887 | 1,00 | 2 003 | 13,10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 32 578 | 4,67 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 52 500 | 21,71 | 5 880 | 36,31 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 515 | 58 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 406 | 0,00 | 45 | 12,50 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 179 | 0,56 | 20 | 11,76 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 2 125 | 0,00 | 238 | 12,26 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 | −69,81 | 2 | −80,00 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 460 | 0,00 | 52 | 10,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 802 | −14,18 | 1 994 | −3,86 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 633 | 5,24 | 1 079 | 17,81 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7 429 | −23,93 | 832 | −14,75 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 800 | 202 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 33 834 | 1,89 | 3 789 | 14,13 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1 633 | −4,61 | 183 | 6,43 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2 505 | 0,00 | 281 | 12,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5 109 | 0,00 | 572 | 12,16 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 479 | −32,77 | 166 | −25,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 23 473 | −15,68 | 2 629 | −5,57 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 497 | 62,88 | 392 | 82,71 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 4 666 | 0,26 | 523 | 12,26 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 155 | 0,00 | 17 | 13,33 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 000 | −43,25 | 896 | −36,48 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 222 | −15,80 | 1 033 | −5,75 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 727 | 1,57 | 1 201 | 13,73 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 497 817 | 4,75 | 55 755 | 17,32 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 4 864 | −8,71 | 545 | 2,26 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 097 | 347 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 71 510 | 1,65 | 8 009 | 13,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 147 883 | 5,98 | 464 563 | 18,69 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 051 | 0,15 | 230 | 12,25 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 20 813 | −45,65 | 2 319 | −40,90 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 52 130 | 5,10 | 5 839 | 17,73 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 2 324 | −0,17 | 260 | 12,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 943 | 1,15 | 554 | 13,32 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 12 777 | 22,36 | 1 431 | 37,07 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 145 454 | −23,95 | 16 291 | −14,82 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 549 | −1,44 | 1 070 | 10,43 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 5 340 | −15,20 | 598 | −4,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 932 | −39,17 | 664 | −31,90 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3 237 | 1,98 | 363 | 14,20 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 299 | −3,22 | 818 | 8,36 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 2 033 | −13,89 | 228 | −9,20 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 157 936 | −6,50 | 17 689 | 4,71 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 902 | −16,71 | 97 | −11,11 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 5 058 | 3,29 | 567 | 15,75 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30 847 | −36,64 | 3 455 | −29,05 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 13 748 | −19,75 | 1 478 | −19,11 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 576 | 387,82 | 1 070 | 442,64 | ||||
| 2025-06-30 | NP | EAFG - Pacer Developed Markets Cash Cows Growth Leaders ETF | 10 | 1 | ||||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 5 831 | 0,00 | 583 | 0,00 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 20 746 | −35,73 | 2 324 | −28,04 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 134 640 | −1,11 | 15 080 | 10,76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 483 | 0,55 | 950 | 12,69 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 338 | −14,65 | 374 | −4,60 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 74 247 | 6,37 | 8 316 | 19,14 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 4 013 | −15,50 | 449 | −5,27 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 22 632 | 6,11 | 2 535 | 18,86 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 17 997 | 4,96 | 2 016 | 17,56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 167 865 | 0,43 | 130 801 | 12,48 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 19 589 | 6,53 | 2 194 | 19,37 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 82 638 | 1,82 | 9 255 | 14,03 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 41 426 | 234,11 | 4 627 | 273,45 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 270 429 | 2,06 | 30 288 | 14,31 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 26 207 | 6,16 | 2 935 | 18,92 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 284 | −1,00 | 1 152 | 10,89 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 61 310 | −9,25 | 6 131 | −6,28 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8 999 | 2,96 | 1 008 | 15,35 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 57 | 6 | ||||||
| 2025-04-18 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 379 673 | 128,57 | 42 523 | 156,01 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 2 587 | 0,00 | 290 | 12,02 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 84 475 | −3,68 | 9 461 | 7,88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 53 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 916 | −0,71 | 439 | 11,17 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 26 583 | −9,54 | 2 586 | −9,14 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 43 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 309 372 | −11,54 | 34 650 | −0,92 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 158 862 | 49,01 | 17 793 | 66,89 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7 322 | 0,99 | 820 | 13,10 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 12 459 | 0,06 | 1 395 | 12,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 025 | −8,25 | 227 | 2,73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 19 028 | 0,00 | 2 131 | 12,04 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 967 | 0,00 | 220 | 15,79 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 319 | −0,31 | 36 | 12,90 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 755 | 0,00 | 197 | 8,89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 581 | 0,20 | 518 | 7,25 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 27 185 | −7,03 | 3 045 | 4,14 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 074 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 15 347 | −5,57 | 1 719 | 5,72 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 27 821 | −0,09 | 3 116 | 11,89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 219 | −30,32 | 585 | −22,03 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 461 405 | 0,99 | 51 677 | 13,11 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 5 884 | 0,00 | 659 | 12,07 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 426 | −21,55 | 46 | −14,81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10 582 | 13,13 | 1 185 | 26,74 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 66 611 | 71,40 | 7 460 | 98,25 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 195 157 | −31,67 | 22 | −25,00 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 31 910 | −3,03 | 3 574 | 8,60 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 34 249 | −2,17 | 3 836 | 9,57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 79 403 | −8,64 | 8 893 | 2,32 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 41 680 | −0,31 | 4 668 | 11,67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 021 | −9,78 | 1 122 | 1,08 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 40 932 | −44,03 | 4 584 | −37,32 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4 566 | −0,50 | 511 | 11,57 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 99 553 | −0,51 | 11 150 | 11,42 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 112 | 4,37 | 573 | 16,97 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 250 | 28 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 56 722 | −1,90 | 6 353 | 2,77 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 960 | 0,00 | 108 | 11,46 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 2 260 | 0,00 | 253 | 11,95 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 125 864 | 88,68 | 14 097 | 111,33 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5 347 | 0,00 | 535 | 0,00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 5 385 | 0,00 | 603 | 12,08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 890 | −30,91 | 324 | −22,73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 20 026 | 3,84 | 2 243 | 16,29 | ||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 3 287 | 0,00 | 368 | 12,20 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 50 847 | −7,00 | 5 695 | 4,15 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 9 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 28 177 | −8,96 | 3 156 | 1,94 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 109 | −18,05 | 12 | −7,69 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 1 964 | −7,75 | 220 | 3,30 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4 279 | −6,45 | 479 | 4,81 | ||||
| 2025-05-15 | 13F | Tanaka Capital Management Inc | 81 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 9 774 | 23,74 | 1 096 | 42,21 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 17 490 | −1,07 | 1 959 | 10,81 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 42 065 | 1,76 | 4 711 | 13,98 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 485 | 0,00 | 54 | 12,50 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 401 | −64,13 | 605 | −59,87 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 29 575 | −0,43 | 3 312 | 11,52 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 371 | 1,87 | 378 | 14,24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 81 672 | −2,04 | 9 147 | 9,72 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70 680 | 25,02 | 7 916 | 40,03 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 732 | −0,84 | 530 | 10,90 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 100 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 140 | 16 | ||||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 11 087 | −2,59 | 1 242 | 9,05 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 13 528 | −3,73 | 1 515 | 7,83 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 253 | −38,74 | 28 | −31,71 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 474 | 389 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 393 286 | −1,05 | 44 049 | 10,83 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 7 235 | 44,87 | 810 | 62,32 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 2 519 | −3,19 | 282 | 8,46 | ||||
| 2025-05-15 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | InvesTrust | 18 021 | 1,69 | 2 018 | 13,88 | ||||
| 2025-07-16 | 13F | American National Bank | 2 118 | 0,00 | 237 | 12,32 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 64 | 0,00 | 7 | 16,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 229 732 | −7,29 | 25 730 | 3,83 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 39 558 | −1,89 | 4 430 | 9,90 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 103 434 | −4,14 | 11 585 | 7,36 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7 155 | −2,67 | 801 | 8,98 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 83 991 | 6,59 | 9 407 | 19,38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 902 | −1,34 | 661 | 10,54 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 185 | 15,17 | 1 365 | 28,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 556 | 3,76 | 510 | 16,17 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 3 270 | −11,26 | 366 | −0,54 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 41 826 | −4,90 | 4 684 | 6,53 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 140 | 7,04 | 688 | 18,65 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 3 902 | −91,30 | 437 | −90,26 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 40 310 | 6,28 | 4 515 | 19,04 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 799 | 202 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 121 | 0,00 | 126 | 15,74 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 6 662 | 0,00 | 746 | 12,01 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 73 | 0,00 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 44 450 | −1,30 | 4 978 | 10,55 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 749 | 0,00 | 84 | 10,67 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 10 469 | −1,95 | 1 173 | 9,84 | ||||
| 2025-07-24 | 13F | Conning Inc. | 5 226 | 0,00 | 585 | 12,07 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 12 768 | −17,99 | 1 430 | −8,10 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 12 863 | −0,07 | 1 441 | 11,89 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 29 618 | −9,64 | 3 317 | 1,22 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 26 792 | 19,28 | 3 001 | 33,57 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2 397 | 0,00 | 268 | 12,13 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 335 | 0,66 | 598 | 12,64 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 636 | 0,00 | 183 | 12,27 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 454 | −71,73 | 51 | −67,74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 | −92,68 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 22 885 | −17,47 | 2 563 | −7,57 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 480 | 0,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 60 440 | −20,67 | 6 044 | −22,05 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 510 | 103,44 | 725 | 126,56 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 9 875 | −5,48 | 1 106 | 5,94 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 120 993 | 0,38 | 13 551 | 5,85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 437 | −0,77 | 721 | 11,11 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 33 410 | 7,71 | 3 742 | 20,64 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 22 436 | −5,91 | 2 513 | 5,37 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12 240 | 61,24 | 1 371 | 80,50 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 79 128 | 9,28 | 8 862 | 22,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 519 417 | −1,10 | 170 | 11,11 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 618 385 | −5,69 | 69 259 | 5,63 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10 674 | −0,69 | 1 196 | 11,27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 276 | −12,78 | 1 039 | −2,35 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 643 | 46,91 | 296 | 65,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49 377 | 9,69 | 5 530 | 22,86 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 385 | −50,05 | 715 | −44,05 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 116 529 | −0,73 | 13 051 | 11,19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 124 761 | −0,77 | 13 973 | 11,14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 295 | 0,00 | 145 | 12,40 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 16 070 | −30,45 | 2 | −50,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 16 171 | 11,86 | 1 811 | 25,33 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 34 579 | 1,59 | 3 873 | 13,78 | ||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 10 925 | 21,35 | 1 224 | 35,89 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 986 | −13,35 | 222 | −3,06 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2 481 | 1,56 | 278 | 13,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 324 988 | −57,17 | 36 398 | −52,03 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 103 227 | 16,56 | 11 561 | 30,54 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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 | 412 981 | −29,55 | 46 254 | −21,10 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 55 890 | −0,27 | 6 260 | 11,69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 485 | −45,97 | 502 | −38,71 | ||||
| 2025-05-14 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 493 | −47,33 | 55 | −40,86 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 324 | −8,31 | 146 | 1,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 263 985 | 0,17 | 29 566 | 12,19 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 456 | −15,84 | 1 171 | −5,72 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 190 | 21 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4 673 | 0,00 | 467 | 3,32 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 53 300 | 23,77 | 5 877 | 32,04 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 4 769 | 1,00 | 534 | 13,14 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 56 106 | −0,34 | 6 284 | 11,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 609 318 | 20,63 | 68 244 | 35,11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 402 | 1,36 | 9 901 | 13,53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 16 094 | 769,48 | 1 803 | 874,05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 333 | −50,37 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 24 209 | −1,47 | 2 707 | 10,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 128 230 | 38,61 | 14 362 | 53,95 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 945 | 0,00 | 106 | 11,70 | ||||
| 2025-04-15 | 13F | Collier Financial | 622 | −98,79 | 62 | −98,76 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38 140 | 626,20 | 4 272 | 713,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 065 | −2,16 | 1 351 | 9,57 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 122 625 | −70,50 | 13 734 | −66,96 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 386 | 43 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11 151 | −21,64 | 1 249 | −12,24 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 9 093 | −38,35 | 1 018 | −30,94 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 192 036 | 1,90 | 21 508 | 14,12 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 22 220 | −6,93 | 2 489 | 4,23 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 10 449 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 31 926 | −53,16 | 3 576 | −47,55 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 126 244 | 3,72 | 14 139 | 16,17 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 131 092 | −0,76 | 14 682 | 11,15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 242 079 | 1,13 | 138 664 | 12,88 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 17 917 | −1,52 | 2 007 | 10,28 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 973 | 1,92 | 333 | 14,09 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 621 | −51,82 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 743 | −44,47 | 1 | −100,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 9 807 | −17,73 | 1 098 | −7,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 917 | −14,79 | 1 111 | −4,56 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 63 | 0,00 | 7 | 16,67 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 599 | −8,90 | 291 | 2,11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 778 | 3,62 | 311 | 19,16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114 161 | 2,22 | 12 786 | 14,49 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 31 032 | −1,27 | 3 476 | 10,56 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 148 | 1,84 | 1 697 | 14,06 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 3 290 | −90,87 | 369 | −89,79 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 4 121 | 0,02 | 462 | 11,89 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 124 406 | 23,01 | 13 933 | 37,77 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 35 241 | 4,81 | 3 947 | 17,40 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 11 236 | −25,27 | 1 258 | −16,30 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 15 623 | −0,77 | 1 750 | 11,12 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 199 | 22,01 | 358 | 36,64 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 290 | 0,00 | 144 | 11,63 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 3 355 | 0,00 | 376 | 11,94 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 28 746 | 0,34 | 3 220 | 12,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 118 617 | −31,54 | 13 285 | −23,44 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 27 | 0,00 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 422 | 6,35 | 495 | 19,28 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 7 656 | −6,20 | 857 | 5,02 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 1 831 | 205 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13 921 | −1,39 | 1 559 | 10,49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 243 | 0,00 | 139 | 12,10 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 272 | 6,64 | 478 | 19,50 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 9 788 | −28,36 | 1 096 | −19,77 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 355 | 0,00 | 264 | 11,91 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 16 136 | 2,97 | 1 614 | 6,33 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 22 990 | 3,89 | 2 575 | 16,37 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 116 726 | −3,39 | 13 073 | 8,20 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 41 820 | −7,25 | 4 684 | 3,86 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 305 | −97,91 | 34 | 3,03 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 869 | 209 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 972 | 0,00 | 109 | 11,34 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1 900 | 213 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 13 822 | −0,22 | 1 548 | 11,77 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22 158 | −40,13 | 2 482 | −30,76 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 522 | 0,00 | 58 | 11,54 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 440 876 | 0,81 | 49 378 | 12,91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 71 473 | −1,03 | 8 005 | 10,84 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 3 449 | −4,64 | 386 | 6,93 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 428 | 0,03 | 1 616 | 12,00 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 33 | −55,41 | 4 | −57,14 | ||||
| 2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 13 605 | 0,00 | 1 524 | 11,99 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 302 385 | −5,65 | 33 867 | 5,67 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3 388 | −0,65 | 379 | 11,14 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 360 691 | −30,65 | 40 397 | −22,33 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 688 | −3,63 | 413 | 8,12 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 495 | −9,50 | 280 | 1,45 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 119 | −0,01 | 1 021 | 11,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 005 | −8,39 | 1 009 | 2,65 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 211 | 0,96 | 24 | 15,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 128 037 | 10,61 | 14 340 | 23,89 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 7 160 | 0,00 | 802 | 11,87 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 52 017 | 3,57 | 5 826 | 15,99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 27 000 | 3 024 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 3 463 | 0,00 | 388 | 11,85 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 27 934 | 3,22 | 3 129 | 15,59 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 530 | 0,00 | 59 | 11,32 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 590 | 290 | ||||||
| 2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Keystone Financial Services | 80 359 | 1,94 | 9 000 | 14,18 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 274 | 0,00 | 31 | 11,11 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 59 764 | 0,83 | 6 694 | 12,92 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 6 279 | −11,29 | 703 | −0,57 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 41 | 272,73 | 5 | 300,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 461 | −1,85 | 1 060 | 9,97 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 39 106 | 5,95 | 4 380 | 18,64 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 914 | 0,00 | 1 222 | 12,01 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 301 | 0,00 | 34 | 10,00 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 487 | 55 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 20 307 | −35,67 | 2 274 | −27,95 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 55 237 | 6 187 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 219 | −6,18 | 360 | 4,96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 286 910 | −11,51 | 32 134 | −0,90 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 600 | 0,00 | 179 | 11,88 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6 749 | 6,69 | 756 | 19,46 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 121 | −54,15 | 112 | −55,20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 91 497 | 10 248 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 196 131 | 5,33 | 21 967 | 17,97 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17 688 | −14,50 | 1 981 | −4,21 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 6 326 | −6,83 | 709 | 4,27 | ||||
| 2025-04-23 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 65 | 0,00 | 7 | 16,67 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 969 | −2,56 | 2 349 | 9,16 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4 631 | −19,54 | 517 | −8,67 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 84 | 0,00 | 9 | 12,50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wealthquest Corp | 64 282 | 2,43 | 7 200 | 14,73 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 2 468 | 17,86 | 276 | 32,06 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 6 055 | 0,40 | 678 | 12,44 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 6 343 | −4,52 | 710 | 6,93 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 122 454 | 2,83 | 13 715 | 15,18 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 8 529 | −7,97 | 955 | 3,13 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 28 689 | −0,37 | 3 213 | 11,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 184 | −3,05 | 1 253 | 8,59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 203 655 | −24,95 | 134 809 | −15,94 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 7 595 | 6,28 | 845 | 12,07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 445 | 50 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 723 | −0,62 | 305 | 23,58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 15 373 | −0,32 | 1 722 | 11,61 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2 090 | 4,34 | 234 | 17,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3 342 | 374 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126 | −53,33 | 14 | −48,15 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 630 | 94,51 | 183 | 119,28 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 85 | 8 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 128 593 | 2,16 | 14 402 | 14,42 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15 069 | −17,20 | 1 688 | −7,31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 563 | 0,00 | 63 | 12,50 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 97 866 | −4,08 | 10 961 | 7,44 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 6 487 | −11,51 | 727 | −0,95 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 685 | −47,04 | 269 | −45,31 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 84 089 | −3,01 | 9 418 | 8,63 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 206 514 | −7,84 | 23 130 | 3,22 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 005 | 225 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 667 | −8,32 | 411 | 2,50 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 5 552 | 622 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 270 | 62,02 | 1 710 | 81,53 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 60 | 0,00 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 250 | 1,07 | 2 044 | 13,24 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5 609 | −0,21 | 561 | 2,94 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 084 | −2,50 | 1 801 | 9,22 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 793 | −0,31 | 873 | 11,65 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 9 267 | 1 038 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 132 344 | 2,36 | 14 823 | 14,65 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 774 | −7,04 | 311 | 1,31 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 021 | −0,69 | 226 | 11,33 | ||||
| 2025-07-07 | 13F | Trust Co | 31 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 273 | −76,74 | 2 159 | −73,95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 060 | −85,61 | 234 | −83,65 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 040 | −4,71 | 1 237 | 6,74 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 33 928 | 6,42 | 3 800 | 19,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84 592 | −3,94 | 9 474 | 7,60 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 29 517 | 7,88 | 3 306 | 20,84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3 731 | 0,00 | 418 | 11,80 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 190 | −8,89 | 460 | 0,22 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13 207 | 6,34 | 1 479 | 19,08 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 18 751 | −4,58 | 2 100 | 6,87 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 643 | −2,97 | 296 | 8,82 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 545 | −3,36 | 509 | 8,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 280 | −10,22 | 815 | 0,62 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 494 066 | 1,59 | 55 335 | 13,78 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 62 140 | −24,48 | 6 960 | −15,42 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 12 075 | 0,00 | 1 352 | 12,01 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 20 039 | −1,83 | 2 231 | 9,10 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 127 743 | 0,16 | 14 307 | 15,08 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 3 234 | −0,34 | 362 | 11,73 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 548 610 | 0,79 | 61 444 | 12,88 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 124 176 | −1,50 | 13 908 | 10,31 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 56 912 | 27,51 | 6 374 | 42,82 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 447 | 0,00 | 50 | 13,64 | ||||
| 2025-04-08 | 13F | Weinberger Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 35 668 | 0,40 | 3 995 | 12,44 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 292 | 5,50 | 929 | 18,07 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5 952 | −6,05 | 667 | 5,21 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 188 | 0,00 | 21 | 16,67 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 28 055 | −11,80 | 3 142 | −1,19 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 867 | 0,52 | 2 337 | 12,63 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 060 | −5,61 | 119 | 5,36 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 510 | 153,78 | 169 | 186,44 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18 249 | 6,83 | 2 044 | 19,61 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 210 816 | 1,70 | 23 611 | 13,91 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 14 524 | −17,86 | 1 627 | −8,03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 8 818 | −5,19 | 988 | 6,13 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 22 160 | −8,59 | 2 482 | 2,35 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 6 203 | −2,18 | 695 | 9,46 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 110 | 6,40 | 348 | 19,18 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 50 | 0,00 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 52 072 | 29,12 | 5 832 | 44,64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 88 420 | −66,47 | 9 902 | −62,46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 374 | 1 526,09 | 42 | 1 950,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 502 | 18,18 | 728 | 32,36 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 15 098 | −6,21 | 1 691 | 5,10 | ||||
| 2025-08-12 | 13F | Skopos Labs, Inc. | 146 | 0,00 | 15 | 0,00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 2 689 | 301 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 36 612 | 0,90 | 4 100 | 13,01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 780 | 72,95 | 87 | 93,33 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 316 | 35 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 806 | −5,15 | 1 098 | 6,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 96 649 | −12,77 | 10 825 | −2,31 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 205 908 | −0,93 | 23 062 | 10,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 216 112 | 0,62 | 24 205 | 12,70 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 798 | −4,77 | 313 | 6,83 | ||||
| 2025-05-02 | 13F | Welch & Forbes Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 874 | −3,90 | 1 778 | 6,73 | ||||
| 2025-08-11 | 13F | Eq Llc | 94 474 | 19,68 | 10 581 | 34,06 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 423 | 0,00 | 47 | 11,90 | ||||
| 2025-05-15 | 13F | Family Office Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 922 | 34,32 | 439 | 50,86 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 141 348 | 2,46 | 15 831 | 14,76 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 687 | 0,00 | 401 | 5,25 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 169 | 1,20 | 19 | 12,50 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32 625 | −2,30 | 3 654 | 9,40 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 314 | −4,77 | 1 016 | 3,89 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 15 059 | 0,00 | 1 687 | 12,03 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16 536 | 1,79 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 5 148 | −13,29 | 577 | −2,87 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1 888 | 211 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 41 | 0,00 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 500 | 0,00 | 168 | 12,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 984 | 0,10 | 110 | 12,24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 847 | 8,38 | 655 | 21,34 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 8 255 | 0,00 | 925 | 12,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 774 | 6,91 | 983 | 19,76 | ||||
| 2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 5 007 | 0,00 | 561 | 12,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 170 | −6,02 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2 697 | −7,89 | 302 | 3,42 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 81 627 | −1,76 | 9 142 | 10,03 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 18 036 | 101,97 | 2 020 | 126,35 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 68 548 | −3,71 | 7 677 | 7,84 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 3 003 | 18,46 | 336 | 32,81 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 22 895 | −8,48 | 2 564 | 2,52 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2 865 | 11,70 | 321 | 25,00 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 51 011 | −3,49 | 5 483 | 3,73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 793 | 31,19 | 313 | 47,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 981 501 | −4,58 | 109 928 | 6,87 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 23 159 | −31,49 | 2 594 | −23,28 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 5 962 | 0,00 | 668 | 11,91 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 6 704 | 16,01 | 751 | 29,98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 358 | 0,07 | 1 048 | 12,09 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 23 732 | 7,21 | 2 658 | 20,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 333 981 | 8,03 | 149 | 21,14 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 3 510 | 0,00 | 393 | 11,97 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 553 717 | 23,39 | 62 016 | 38,20 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 2 220 | 1,14 | 249 | 13,24 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 295 | −12,44 | 481 | −2,04 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 339 | 374 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15 356 | 25,77 | 1 720 | 40,90 | ||||
| 2025-08-07 | 13F | Navellier & Associates Inc | 26 633 | 0,00 | 2 983 | 5,04 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 38 290 | 2,81 | 4 288 | 15,15 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 133 219 | −52,69 | 13 903 | −51,50 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 315 205 | 5,01 | 147 303 | 17,61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13 064 | 24,40 | 1 463 | 39,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104 937 | −49,77 | 10 494 | −48,13 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 4 128 | 462 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17 258 | 0,34 | 1 933 | 12,33 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 7 689 | −2,18 | 861 | 9,54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 004 | −24,91 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26 665 | 8,91 | 2 960 | 21,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 584 | −31,57 | 513 | −23,32 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 24 267 | −13,10 | 2 718 | −2,69 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 21 530 | 4,43 | 2 411 | 16,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 374 190 | 2,43 | 41 909 | 14,72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 20 688 | 0,16 | 2 317 | 12,20 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21 270 | 2 382 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 34 | −47,69 | 4 | −50,00 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 3 881 | 0,00 | 391 | 0,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 295 | 17,79 | 1 825 | 31,89 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 409 | 270 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 553 | 0,00 | 174 | 11,61 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15 303 | 5,89 | 1 714 | 18,55 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 12 | 1 | ||||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 11 611 | −95,38 | 1 300 | −94,83 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 97 919 | −2,53 | 10 967 | 9,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 563 | 0,00 | 287 | 12,11 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 2 094 | −3,06 | 235 | 8,33 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 40 291 | −2,89 | 4 513 | 8,78 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 359 234 | 11 098,07 | 3 | −99,06 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2 101 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 890 | −1,82 | 212 | 9,90 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 63 114 | 3,03 | 7 069 | 15,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 956 606 | −4,11 | 443 140 | 7,40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 551 | 3,55 | 510 | 15,95 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 051 | 12,05 | 1 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6 622 | 742 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 53 811 | −1,18 | 6 027 | 10,67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 340 | −1,22 | 262 | 11,02 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12 747 | 8,37 | 1 428 | 21,34 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 2 127 | 0,90 | 238 | 13,33 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 50 114 | −14,49 | 5 613 | −4,23 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 8 745 | −2,51 | 979 | 9,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79 342 | 11,04 | 8 886 | 24,37 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 55 217 | 5,28 | 6 184 | 17,93 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2 375 | 0,00 | 266 | 8,13 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 033 | −13,02 | 900 | −2,60 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 616 | 0,00 | 181 | 11,80 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 18 742 | −1,36 | 2 099 | 10,47 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 2 265 | 10,54 | 254 | 24,02 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 722 | 2,74 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 519 | 0,00 | 58 | 13,73 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4 903 | 17,21 | 549 | 31,34 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 2 175 | −14,37 | 244 | −4,33 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 58 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 5 844 | 0,00 | 655 | 11,99 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 24 717 | 0,00 | 2 768 | 12,02 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 35 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2 851 | −24,28 | 319 | −15,16 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 69 281 | −6,72 | 7 759 | 4,47 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 065 | 23,07 | 455 | 37,88 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 229 | 138 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 36 063 | 4,61 | 4 039 | 17,17 | ||||
| 2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3 430 | −49,24 | 384 | −41,28 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 85 | 10 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 32 012 | 13,98 | 3 585 | 27,67 |
Other Listings
| MX:EFG |
