Grundläggande statistik
| Institutionella ägare | 679 total, 679 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Genomsnittlig portföljallokering | 0.7373 % - change of 1,28% MRQ |
| Institutionella aktier (lång) | 86 084 854 (ex 13D/G) - change of −0,53MM shares −0,61% MRQ |
| Institutionellt värde (lång) | $ 6 991 947 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares ESG Aware MSCI EAFE ETF (US:ESGD) har 679 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 86,084,854 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jpmorgan Chase & Co, Empower Advisory Group, LLC, Northern Trust Corp, Morgan Stanley, Tiaa Trust, National Association, Betterment LLC, Fmr Llc, Envestnet Asset Management Inc, and Wells Fargo & Company/mn .
iShares Trust - iShares ESG Aware MSCI EAFE ETF (NasdaqGM:ESGD) 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 92,99 / share. Previously, on September 17, 2024, the share price was 82,24 / share. This represents an increase of 13,07% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Signaturefd, Llc | 2 870 | −17,15 | 256 | −9,22 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 257 | 0,00 | 21 | 10,53 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 147 | 0,00 | 13 | 8,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vicus Capital | 23 201 | −1,94 | 2 070 | 7,14 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1 042 117 | −1,22 | 92 978 | 7,89 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 61 530 | −10,99 | 5 490 | −2,80 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 20 165 | 1,72 | 1 799 | 11,12 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4 541 | 0,29 | 405 | 9,76 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36 196 | −2,52 | 3 229 | 6,46 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 878 | 0,00 | 346 | 9,18 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 8 609 | 21,19 | 768 | 32,41 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 5 159 | −0,48 | 460 | 8,75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 251 548 | 8,35 | 22 | 22,22 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 918 | −8,62 | 528 | −0,19 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 40 | 14,29 | 4 | 50,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 80 378 | 36,25 | 7 015 | 45,60 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9 790 | 872 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 4 087 | −0,10 | 365 | 8,98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 733 187 | −32,50 | 65 415 | −26,28 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 189 | 53,66 | 17 | 60,00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 3 288 | 4,12 | 341 | 32,17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7 359 | 2,87 | 657 | 12,33 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 41 926 | −5,60 | 3 425 | −1,89 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 19 022 | 11,04 | 1 697 | 21,30 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3 577 | 1,10 | 319 | 10,38 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 108 066 | −6,17 | 9 642 | 2,49 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 218 022 | 37,74 | 19 452 | 50,43 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 723 | 1,60 | 243 | 11,01 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4 311 | 2,52 | 385 | 11,95 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 3 312 | 1,88 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 395 | 0,25 | 35 | 6,06 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 5 690 | 3,04 | 508 | 12,42 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 8 626 | 1,71 | 770 | 11,13 | ||||
| 2025-06-30 | NP | NSFKX - Natixis Sustainable Future 2050 Fund Class N | 27 064 | −7,40 | 2 292 | −1,42 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 13 703 | 10,11 | 1 223 | 20,28 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 695 850 | −46,01 | 62 084 | −41,03 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 40 | 4 | ||||||
| 2025-07-07 | 13F | Trust Co | 880 | −8,05 | 78 | 0,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2 756 | 0,00 | 246 | 8,89 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4 088 | 5,01 | 365 | 14,47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 737 | 3,30 | 1 136 | 12,81 | ||||
| 2025-06-30 | NP | NSFJX - Natixis Sustainable Future 2045 Fund Class N | 23 926 | −3,88 | 2 026 | 2,37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 74 | −48,25 | 7 | −45,45 | ||||
| 2025-06-30 | NP | NSFHX - Natixis Sustainable Future 2040 Fund Class N | 21 219 | −13,18 | 1 797 | −7,57 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6 377 | 12,43 | 569 | 22,68 | ||||
| 2025-06-30 | NP | NSFGX - Natixis Sustainable Future 2035 Fund Class N | 14 373 | −8,99 | 1 217 | −3,03 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 546 | 227 | ||||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 5 162 | 0,00 | 461 | 9,26 | ||||
| 2025-06-30 | NP | NSFFX - Natixis Sustainable Future 2030 Fund Class N | 10 847 | −9,02 | 919 | −3,16 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6 233 | 2,13 | 556 | 15,35 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6 557 | −0,03 | 1 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19 110 | −0,08 | 1 705 | 9,09 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 7 590 | −3,18 | 677 | 5,78 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17 048 | 2,16 | 1 521 | 11,52 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 49 944 | −6,71 | 4 456 | 1,90 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 4 654 | 0,00 | 415 | 9,21 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 97 004 | 488,72 | 9 | 700,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 546 | −0,59 | 290 | 6,64 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 277 | −11,50 | 292 | −3,31 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 31 974 | −3,10 | 2 853 | 5,83 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12 483 | 1,19 | 1 114 | 10,53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64 069 | 9,23 | 5 716 | 19,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 172 166 | 30,32 | 15 361 | 42,34 | ||||
| 2025-05-07 | 13F | Metis Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 677 | 0,59 | 60 | 11,11 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 4 664 | −4,25 | 416 | 4,79 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 2 364 | −7,87 | 211 | 0,48 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 683 | 0,00 | 61 | 9,09 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 75 423 | −85,49 | 6 729 | −84,15 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 416 | 37 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 93 | 8 | ||||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 15 891 | −2,37 | 1 418 | 6,62 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 3 730 | 6,66 | 333 | 16,49 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 116 456 | −1,84 | 10 390 | 7,21 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 20 025 | 13,14 | 1 787 | 23,60 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 624 | 54,42 | 510 | 65,05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 105 | 9 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1 873 | 0,00 | 167 | 9,15 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 84 839 | 1,74 | 7 569 | 11,13 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4 233 | 0,00 | 378 | 9,28 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 325 | 0,00 | 29 | 7,69 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 204 | 0,00 | 107 | 9,18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 137 | 0,00 | 101 | 9,78 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 234 | 21 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 6 230 | 0,00 | 556 | 9,25 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 320 164 | 3,81 | 28 565 | 13,38 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 2 549 | 0,00 | 227 | 9,13 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26 612 | 14,35 | 2 374 | 24,88 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 872 | 3,32 | 78 | 13,24 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 6 082 | −4,27 | 543 | 13,87 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 553 | 0,00 | 49 | 8,89 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 164 | 0,00 | 15 | 7,69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 090 | −3,29 | 276 | 5,36 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 895 | 22,51 | 1 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 15 817 | 0,00 | 1 411 | 9,21 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 851 | 0,48 | 433 | 9,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 19 995 | −93,91 | 2 | −96,15 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 438 | 0,00 | 36 | 6,06 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12 888 | 1,23 | 1 150 | 10,48 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 52 202 | 8,96 | 4 657 | 19,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 521 531 | −4,97 | 46 531 | 3,79 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 73 | 0,00 | 7 | 20,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 3 679 | −4,12 | 326 | 4,15 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 10 468 | −1,40 | 934 | 7,61 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 882 | −15,68 | 2 398 | −7,91 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 43 319 | −1,33 | 3 865 | 7,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 056 | 8,28 | 2 860 | 18,28 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 1 075 | 96 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 22 512 | −1,84 | 2 009 | 7,21 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 4 189 | 3,48 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 185 | 0,00 | 17 | 6,67 | ||||
| 2025-05-15 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8 898 | 6,59 | 794 | 16,45 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 282 864 | −2,78 | 25 237 | 6,19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 411 | 0,00 | 126 | 8,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 883 | −6,97 | 317 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 086 | −7,99 | 989 | 0,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 24 736 | −23,27 | 2 207 | −16,22 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 974 | 0,00 | 176 | 9,32 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 31 | 3 | ||||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 3 731 | 21,22 | 333 | 32,27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 175 774 | −15,72 | 15 683 | −7,96 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund 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 | 19 676 | −4,07 | 1 666 | 2,15 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 221 | 1,94 | 1 269 | 11,33 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 5 220 | 0,00 | 442 | 11,08 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 508 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 57 | 1,79 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 058 | 43,12 | 184 | 56,41 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 122 342 | 1,62 | 10 915 | 10,99 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 799 | −27,16 | 71 | −20,22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 753 | −13,05 | 156 | −7,69 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 516 | 93,98 | 46 | 119,05 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | NSFBX - Natixis Sustainable Future 2015 Fund Class N | 1 453 | −17,35 | 123 | −11,51 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 19 773 | 8,95 | 1 764 | 19,03 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 10 169 | 1,64 | 907 | 11,02 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 4 170 | 0,00 | 341 | |||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 2 666 | 1,76 | 238 | 10,75 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 25 047 | −8,30 | 2 235 | 0,13 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 40 477 | 7,56 | 3 611 | 17,47 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 11 163 | −0,36 | 996 | 8,74 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 4 000 | 0,00 | 357 | 9,20 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27 120 | 0,00 | 2 420 | 17,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 450 724 | 9,30 | 40 215 | 19,38 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 303 872 | 23,89 | 27 111 | 35,30 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 533 | −9,34 | 226 | −0,88 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 8 239 | 3,53 | 735 | 13,08 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 210 077 | 32,84 | 18 743 | 45,09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 752 | 72,01 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 33 161 | −2,24 | 2 959 | 6,75 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 2 504 | −56,23 | 223 | −52,25 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 853 | 255 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 6 522 | 1,89 | 582 | 11,30 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 2 439 | −0,45 | 218 | 8,50 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5 715 | 10,78 | 510 | 20,90 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 321 | 0,00 | 29 | 7,69 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 26 828 | −2,98 | 2 394 | 5,98 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 31 123 | −1,17 | 2 542 | 6,05 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 7 807 | −17,56 | 697 | −9,96 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 4 590 | 0,00 | 410 | 9,36 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 418 | −29,81 | 216 | −23,49 | ||||
| 2025-06-30 | NP | NSFLX - Natixis Sustainable Future 2055 Fund Class N | 24 661 | −1,47 | 2 088 | 4,92 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 42 | 4 | ||||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2 576 | 0,00 | 210 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 119 074 | 3,27 | 99 844 | 12,79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 65 067 | 9,04 | 5 805 | 19,10 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 38 864 | 5,16 | 3 467 | 14,84 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 61 117 | −9,72 | 5 453 | −1,41 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3 577 | 272 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 963 | 3,28 | 264 | 12,82 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16 553 | 6,73 | 1 477 | 16,59 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 265 077 | 6,97 | 23 650 | 16,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 769 | 42,11 | 7 742 | 55,22 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 723 | 0,00 | 243 | 9,01 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 8 574 | 13,73 | 765 | 24,23 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 83 813 | −0,10 | 7 391 | 12,34 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 837 272 | −14,48 | 431 581 | −6,59 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 25 080 | −0,73 | 2 238 | 8,43 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 879 | 5,11 | 525 | 14,91 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 18 496 | −46,19 | 1 650 | −41,24 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 855 | 76 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 31 670 | −0,46 | 2 826 | 8,70 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 29 291 | −0,86 | 2 613 | 8,29 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1 121 283 | −0,01 | 100 041 | 9,21 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 3 105 | 0,00 | 277 | 9,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 005 | 268 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 135 637 | −5,00 | 12 102 | 3,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 654 212 | 24,22 | 58 369 | 35,67 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 127 804 | −2,48 | 11 403 | 6,50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 4 534 | 1,43 | 370 | 8,82 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232 | 152,17 | 21 | 185,71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 830 | −15,82 | 342 | −8,09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 971 | 0,58 | 622 | 9,72 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 3 111 | 0,00 | 277 | 9,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 4 000 | 0,00 | 357 | 9,20 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 794 | −54,81 | 65 | −53,62 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 6 072 | −12,47 | 1 | |||||
| 2025-07-14 | 13F/A | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 750 | −11,76 | 67 | −2,94 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 188 998 | 0,69 | 16 862 | 9,96 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 006 | 19,73 | 447 | 30,79 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 3 000 | 268 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 448 | −1,06 | 1 021 | 8,04 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 326 | 82,39 | 118 | 100,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 315 | 2 848,58 | 1 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 337 | 298 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11 743 | 12,28 | 1 048 | 22,60 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 62 240 | 0,84 | 5 553 | 10,13 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 197 096 | 1,28 | 17 585 | 10,61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 141 238 | −13,34 | 12 602 | −5,35 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 1 757 | 0,00 | 157 | 9,09 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 15 232 | 7,84 | 1 359 | 17,78 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 155 251 | −0,71 | 13 851 | 8,45 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 214 | 1,74 | 465 | 11,24 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 858 | 3,93 | 255 | 13,84 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 719 | 33,80 | 421 | 45,83 | ||||
| 2025-08-14 | 13F | Nepc Llc | 12 495 | 0,00 | 1 115 | 9,22 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 3 676 | 0,00 | 328 | 9,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 456 | −1,11 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11 467 | 11,09 | 1 023 | 21,35 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73 398 | 111,21 | 7 | 200,00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 7 411 | −13,22 | 661 | −5,16 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 14 562 | 21,01 | 1 299 | 32,15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 75 | −87,18 | 7 | −87,23 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2 018 | 4,24 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 997 | 267 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 325 500 | 0,29 | 29 041 | 9,53 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 856 164 | 17,01 | 344 | 27,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 953 536 | 15,85 | 263 515 | 26,53 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 47 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 710 | 0,00 | 153 | 9,35 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 8 282 | 1,67 | 739 | 11,13 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 25 685 | −3,13 | 2 292 | 5,77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 70 | 1,45 | 6 | 20,00 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 4 754 | −6,88 | 424 | 1,68 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 5 608 | 1,89 | 500 | 11,36 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 18 079 | −1,76 | 1 613 | 7,32 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 72 693 | 6 486 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 28 982 | 0,89 | 2 586 | 10,19 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 4 608 | 0,22 | 411 | 9,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 121 | −15,92 | 278 | −1,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 191 186 | 1 278,61 | 17 058 | 1 406,80 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 22 998 | −23,75 | 2 052 | −16,73 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 26 165 | 59,03 | 2 334 | 73,66 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 377 | 0,00 | 34 | 10,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 219 | 0,00 | 20 | 11,76 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 5 702 | 5,51 | 509 | 15,19 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 361 | 0,00 | 121 | 9,01 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 13 499 | −0,13 | 1 204 | 9,06 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 114 | 456 | ||||||
| 2025-06-30 | NP | NSFOX - Natixis Sustainable Future 2065 Fund Class N | 5 008 | −8,85 | 424 | −2,75 | ||||
| 2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 742 | 0,67 | 780 | 9,87 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 18 146 | 1 619 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 261 024 | 25,33 | 112 509 | 36,88 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 77 933 | −1,59 | 6 802 | −0,32 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 89 | 0,00 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 220 715 | −7,41 | 20 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 229 303 | −12,88 | 377 338 | −4,84 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 281 | 30,36 | 471 | 42,73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 180 | 13,35 | 819 | 23,90 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 24 297 | −1,28 | 2 168 | 7,81 | ||||
| 2025-05-09 | 13F | Heritage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 563 | 0,62 | 407 | 10,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 053 | −41,76 | 94 | −36,73 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 61 550 | −11,47 | 5 491 | −3,31 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 3 759 | 0,00 | 335 | 9,12 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 981 | 0,00 | 444 | 9,36 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 450 | −19,97 | 1 111 | −12,60 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 372 | 0,00 | 33 | 10,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 843 | 0,00 | 75 | 10,29 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 191 740 | 37,32 | 16 971 | 48,78 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 6 258 | −4,02 | 558 | 4,89 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 893 | 48,84 | 4 901 | 62,50 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 9 196 | 0,00 | 820 | 9,19 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 12 849 | −3,53 | 1 146 | 5,43 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 269 873 | 3,30 | 113 298 | 12,83 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 6 378 | −2,22 | 569 | 6,95 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 9 913 | −5,84 | 884 | 2,79 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 33 981 | 6,24 | 3 032 | 16,04 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 32 324 | −4,78 | 2 884 | 3,97 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11 392 | 15,87 | 1 016 | 26,53 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 30 797 | 0,00 | 2 748 | 9,22 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 623 | −1,77 | 1 394 | 7,24 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional 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 | 7 158 | −4,66 | 606 | 1,51 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8 030 | 46,59 | 716 | 60,18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 244 100 | −4,92 | 110 999 | 3,84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 141 | 2 092,40 | 1 262 | 2 325,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 378 | 10,20 | 34 | 17,86 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 5 604 | −15,09 | 500 | −7,42 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 146 | 0,00 | 13 | 18,18 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 6 485 | −9,98 | 549 | −4,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 334 | 257,98 | 208 | 292,45 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 5 730 | −0,03 | 511 | 9,19 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 56 409 | 805,59 | 5 033 | 890,55 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 496 294 | −4,77 | 133 499 | 4,01 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 7 595 | 1,86 | 678 | 11,17 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 349 222 | 484,11 | 31 158 | 537,94 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 649 063 | −3,57 | 504 009 | 5,32 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 614 | 1,82 | 55 | 10,20 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 23 250 | 4,39 | 2 069 | 11,84 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 280 | 0,00 | 650 | 9,26 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 880 | 0,00 | 154 | 6,99 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 888 | 258 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 10 627 | −1,83 | 948 | 7,24 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 2 353 | 210 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158 313 | 8,85 | 14 125 | 18,89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 687 563 | 1,57 | 150 564 | 10,93 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 801 | −1,11 | 71 | 7,58 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 744 884 | 19,83 | 66 459 | 30,88 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 28 618 | 2 553 | ||||||
| 2025-06-26 | NP | EAOK - iShares ESG Aware Conservative Allocation ETF | 6 549 | 0,00 | 555 | 6,54 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 29 178 | −3,69 | 2 603 | 5,21 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 3 777 | 0,99 | 337 | 10,16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 707 | 19,02 | 63 | 31,25 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 6 245 | 0,00 | 557 | 9,22 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 178 | 0,00 | 194 | 9,60 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 225 | 0,00 | 20 | 11,11 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2 326 | 208 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 590 | 231 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 11 908 | −4,02 | 1 062 | 4,84 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 9 309 | −12,04 | 831 | −3,94 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 267 994 | 1 289,15 | 23 910 | 1 418,10 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 411 | −6,21 | 483 | 2,34 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 14 047 | 14,87 | 1 253 | 25,55 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 2 317 | 207 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 123 599 | −25,68 | 11 | −15,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 66 375 | 2,10 | 5 922 | 11,51 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 995 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 16 830 | 1,39 | 1 502 | 10,69 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21 057 | −6,22 | 1 879 | 2,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 54 267 | 11,76 | 4 842 | 22,06 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 549 546 | −0,02 | 49 031 | 9,19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3 018 | 269 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 862 | −5,27 | 77 | 2,70 | ||||
| 2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Bell Bank | 6 199 | −3,91 | 553 | 5,13 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund 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 | 17 846 | −2,98 | 1 511 | 3,35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 355 | −12,99 | 32 | −6,06 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2 605 | 6,20 | 232 | 16,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 899 | 55,00 | 80 | 70,21 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 9 067 | 1,58 | 809 | 10,84 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 4 064 | 34,66 | 363 | 47,15 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 35 | −41,67 | 3 | −25,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 68 997 | −7,17 | 6 156 | 1,38 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 839 | 1,79 | 1 628 | 8,32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 953 | −5,52 | 2 316 | 3,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 659 560 | 0,19 | 951 046 | 9,43 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 559 | −4,71 | 139 | 4,51 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 6 607 | 0,00 | 589 | 9,28 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 857 | −9,53 | 255 | −1,17 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 16 380 | 0,00 | 1 461 | 9,19 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 96 959 | −0,95 | 8 651 | 8,18 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 292 | 1,74 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 5 450 | 0,00 | 486 | 9,21 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 9 067 | 0,00 | 809 | 9,19 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 1 830 | 0,00 | 163 | 5,16 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 367 | 211 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 964 182 | −7,35 | 353 161 | 1,04 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 4 500 | 0,00 | 401 | 9,26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 906 | −0,52 | 795 | 8,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 23 141 | −3,36 | 2 065 | 5,52 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 3 882 | −3,74 | 346 | 5,17 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97 907 | 8 735 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 5 890 | 393,30 | 526 | 441,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 503 922 | 6 961,69 | 44 960 | 7 624,91 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 4 622 | 0,00 | 412 | 9,28 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 801 | 71 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 3 740 | −1,55 | 334 | 7,42 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 36 175 | −5,79 | 3 228 | 2,90 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 5 579 | −5,79 | 498 | 2,90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 352 | 1,73 | 31 | 10,71 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 131 697 | −8,13 | 11 746 | 0,16 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 24 932 | −3,02 | 2 224 | 5,90 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 256 534 | 64,81 | 22 888 | 80,01 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 184 913 | −77,04 | 16 498 | −74,92 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 858 | 0,00 | 77 | 8,57 | ||||
| 2025-07-16 | 13F | American National Bank | 800 | 71 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12 315 | 142,90 | 1 099 | 165,22 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 6 215 | 1,30 | 554 | 10,58 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 25 152 | 23,10 | 2 244 | 34,45 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 579 | 1,94 | 52 | 10,87 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 35 427 | 36,44 | 3 161 | 48,99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 216 | 2,86 | 19 | 11,76 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 304 592 | 2,26 | 27 176 | 11,69 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 33 855 | 8,88 | 3 021 | 18,94 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 23 227 | 1,89 | 2 072 | 11,28 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2 291 | 204 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 99 | 6,45 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 15 523 | 25,42 | 1 385 | 36,89 | ||||
| 2025-04-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 7 292 | −2,42 | 651 | 6,56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 78 806 | 0,16 | 7 031 | 9,40 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 2 330 | 208 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10 974 | 979 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 222 | 0,00 | 20 | 5,56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77 141 | 4,37 | 6 883 | 14,00 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 217 800 | −1,07 | 19 432 | 8,05 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 11 914 | 0,00 | 1 063 | 9,15 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 568 | 0,00 | 51 | 8,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 191 836 | 22,80 | 195 549 | 34,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 771 | 0,26 | 69 | 9,68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 688 | 4,15 | 240 | 13,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 815 | 12,56 | 697 | 22,93 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3 959 | 8,47 | 353 | 18,46 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 5 678 | 6,63 | 507 | 24,94 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 946 | 1 244 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 6 702 | −9,41 | 598 | −1,16 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3 011 | 6,74 | 269 | 15,02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2 818 | 4,53 | 251 | 14,09 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 093 | 6,68 | 811 | 16,52 | ||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 692 | 0,00 | 62 | 8,93 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 91 699 | −4,06 | 8 181 | 4,78 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 400 | 0,00 | 303 | 9,39 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 33 224 | 2 964 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 308 | 206 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 14 908 | 32,93 | 1 330 | 45,20 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 959 | −0,27 | 264 | 9,09 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 7 335 | 0,00 | 654 | 9,18 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 3 913 | 0,00 | 349 | 9,40 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 390 | 35 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 26 985 | 33,15 | 2 408 | 45,44 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 131 | −13,60 | 101 | −5,66 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 23 729 | −2,61 | 2 117 | 6,38 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 3 365 | 0,00 | 300 | 9,49 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 355 | 32 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 564 886 | 6,20 | 50 399 | 15,99 | ||||
| 2025-05-02 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 57 487 | 0,12 | 5 129 | 9,34 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 6 591 | −0,12 | 588 | 9,09 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 5 245 | 52,52 | 468 | 66,79 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5 272 | 45,03 | 470 | 58,78 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 57 871 | −41,99 | 5 163 | −36,63 | ||||
| 2025-05-13 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 30 384 | 9,98 | 2 711 | 20,12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 870 | 0,70 | 791 | 10,01 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 3 564 | 1,80 | 318 | 11,19 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 88 | 8 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 116 409 | −3,13 | 10 386 | 5,81 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197 306 | −5,69 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 311 | 0,89 | 474 | 10,00 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 4 056 | 0,35 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1 134 | 1,61 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 269 | 46,99 | 24 | 64,29 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9 669 | 863 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 195 400 | −33,94 | 17 434 | −28,49 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 478 | 1,92 | 43 | 10,53 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 750 | 0,00 | 245 | 9,38 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 52 | 0,00 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 86 935 | 276,90 | 7 756 | 311,68 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 44 565 | 0,31 | 3 976 | 9,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 271 695 | 4,06 | 24 240 | 13,66 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 390 322 | 4,26 | 34 825 | 13,87 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 618 | 55 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 18 699 | −0,12 | 1 668 | 9,09 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 13 798 | −4,66 | 1 231 | 4,15 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 21 750 | −5,32 | 1 941 | 3,41 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 182 | 29,08 | 16 | 45,45 | ||||
| 2025-08-12 | 13F | Bokf, Na | 160 | 0,00 | 14 | 7,69 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 6 092 | 0,00 | 544 | 9,26 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 859 | 4,12 | 523 | 13,73 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 100 | 9 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 14 542 | 0,39 | 1 297 | 9,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 312 | −14,47 | 117 | −6,40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31 873 | 10,99 | 2 843 | 20,16 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 8 653 | −26,14 | 772 | −19,25 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 285 740 | 2,62 | 25 467 | 11,99 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 106 334 | −14,29 | 98 699 | −6,47 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 117 314 | −1,11 | 10 467 | 8,01 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 204 | 2,00 | 18 | 12,50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 037 | 72,83 | 92 | 87,76 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 770 | −9,04 | 158 | −0,63 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 59 879 | −0,02 | 5 071 | 6,47 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 28 365 | 1,88 | 2 531 | 11,26 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 8 822 | 0,15 | 787 | 9,46 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 2 911 | 0,00 | 238 | 0,00 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 560 | 228 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 635 | 0,00 | 57 | 9,80 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund 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 | 14 394 | −5,57 | 1 219 | 0,50 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 12 271 | 16,45 | 1 095 | 27,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41 537 | 20,34 | 3 706 | 31,43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 2 626 | 0,00 | 234 | 9,35 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 6 061 | 541 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 835 568 | 1,26 | 74 549 | 10,59 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund 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 | 9 917 | −8,82 | 840 | −2,89 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 28 079 | 2 505 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 641 | 236 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 5 192 | 17,73 | 463 | 28,61 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 36 267 | 38 896,77 | 3 236 | 46 114,29 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3 260 | 6,02 | 291 | 15,54 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 2 408 | 215 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 2 434 | 216 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 376 | −4,48 | 747 | 4,33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 974 | −0,65 | 355 | 8,59 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 12 576 | 0,17 | 1 122 | 9,46 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 33 677 | 22,85 | 3 005 | 34,17 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 15 379 | 24,79 | 1 372 | 36,25 | ||||
| 2025-06-30 | NP | NSFDX - Natixis Sustainable Future 2020 Fund Class N | 2 065 | −14,67 | 175 | −9,37 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 759 | 514 | ||||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 176 072 | 2,28 | 15 709 | 11,70 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 9 540 | 1,60 | 851 | 10,95 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 393 | −4,59 | 214 | 4,41 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 19 411 | 13,43 | 1 732 | 23,91 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 364 219 | 5,00 | 30 | 11,54 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 11 371 | 0,00 | 1 015 | 9,27 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 376 390 | −6,23 | 33 582 | 2,42 | ||||
| 2025-07-25 | NP | EASG - Xtrackers MSCI EAFE ESG Leaders Equity ETF | 8 125 | 1 931,25 | 720 | 2 146,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 165 | 39,80 | 639 | 52,51 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional 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 | 14 946 | −9,23 | 1 266 | −3,36 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 13 613 | 3,14 | 1 215 | 12,62 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2 472 | 0,00 | 221 | 9,45 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 3 568 | 0,22 | 318 | 9,66 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 41 061 | 1,87 | 3 663 | 11,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 118 373 | −0,07 | 10 561 | 9,15 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 141 548 | −1,16 | 12 629 | 7,94 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 625 | 0,00 | 323 | 9,12 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 25 596 | −1,89 | 2 284 | 7,13 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7 638 | 4,98 | 681 | 14,65 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44 | 4 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 985 | 1,90 | 439 | 10,03 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11 842 | 1,85 | 1 057 | 11,28 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 931 | 529 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 23 000 | 0,00 | 2 052 | 9,27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 48 120 | 12,56 | 4 293 | 22,94 | ||||
| 2025-06-30 | NP | NSFEX - Natixis Sustainable Future 2025 Fund Class N | 4 139 | −22,07 | 350 | −17,06 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 21 668 | 0,29 | 1 933 | 9,58 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 13 976 | 4,28 | 1 247 | 13,89 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11 241 | 3,65 | 1 003 | 13,22 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 6 149 | 29,13 | 549 | 40,87 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 3 430 | −11,12 | 306 | −2,86 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 61 398 | 5,70 | 5 478 | 15,43 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 000 | 1,88 | 176 | 8,64 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 234 | 6,80 | 289 | 16,60 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 26 034 | 32,77 | 2 323 | 45,03 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 53 089 | −2,19 | 4 737 | 6,84 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12 091 | −7,99 | 1 079 | 0,47 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 16 343 | 0,00 | 1 458 | 9,21 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 4 078 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-09-10 | 13F | WT Wealth Management | 7 644 | 4,04 | 682 | 13,50 | ||||
| 2025-08-01 | 13F | Motco | 2 091 | 0,00 | 183 | 7,06 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K 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 | 5 957 | −14,26 | 504 | −8,70 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3 921 | −13,90 | 350 | −6,18 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 28 485 | −6,81 | 2 541 | 1,80 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 673 | 0,00 | 60 | 11,11 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 2 966 | −22,13 | 265 | −15,11 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2 274 | 203 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 8 577 | 0,20 | 765 | 9,44 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 385 | 302 | ||||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 323 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 527 | 225 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1 090 | 0,00 | 97 | 8,99 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 568 174 | 3,02 | 50 692 | 12,52 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 350 | 0,00 | 31 | 10,71 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 2 676 | 0,00 | 239 | 9,17 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 327 | 29 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 4 549 | 1,97 | 372 | 9,44 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 3 778 | −4,88 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 318 | 21,47 | 742 | 32,74 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 34 986 | −6,65 | 3 121 | 1,96 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 37 245 | −4,39 | 3 323 | 4,40 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2 396 | 214 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 65 342 | 1,44 | 5 830 | 10,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23 609 | 1,54 | 2 106 | 10,90 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 33 843 | −3,11 | 3 019 | 5,82 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 008 | 358 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 567 | 0,00 | 51 | 21,95 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5 399 | 0,02 | 482 | 9,32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 498 | −14,70 | 401 | −6,74 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 34 544 | 0,05 | 2 925 | 6,56 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 183 380 | 4,68 | 15 167 | 5,98 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22 734 | 0,15 | 2 028 | 9,39 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 145 | −12,23 | 190 | −5,03 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 096 | 0,00 | 98 | 8,99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 530 265 | −0,38 | 47 311 | 8,81 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 2 | −33,33 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 172 | −2,66 | 729 | 6,42 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 258 | 201 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6 381 | 2,00 | 569 | 11,35 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 37 411 | −19,83 | 3 338 | −12,46 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 4 291 | −9,47 | 363 | −3,46 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 94 559 | −2,86 | 8 437 | 6,10 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 30 | −98,26 | 3 | −98,57 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 353 | 3,52 | 31 | 14,81 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 679 | 88,86 | 685 | 106,33 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 24 512 | 68,64 | 2 187 | 84,16 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 972 | 190,16 | 1 336 | 217,10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 884 | 79 | ||||||
| 2025-08-13 | 13F | Aufman Associates Inc | 6 802 | 1,89 | 607 | 11,19 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional 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 | 20 147 | −11,61 | 1 706 | −5,85 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 10 813 | −0,51 | 965 | 8,68 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 2 606 | 1,20 | 232 | 10,48 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 22 596 | −8,28 | 2 016 | 0,20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 36 542 | 1,88 | 3 250 | 10,96 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 293 | 139,33 | 829 | 161,51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 270 | 203 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 146 | −0,82 | 281 | 8,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 347 | 31 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 116 914 | 10,06 | 10 431 | 20,21 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 16 345 | −9,27 | 1 458 | −1,02 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 765 | 0,00 | 68 | 9,68 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 99 | 0,00 | 9 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 933 | −3,53 | 3 384 | 5,35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 238 | 1,84 | 557 | 11,20 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 5 356 | 0,00 | 478 | 9,15 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 32 263 | 2 879 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 11 773 | −9,22 | 1 050 | −0,85 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 229 552 | 20 481 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 435 | 65,26 | 1 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 549 | 0,00 | 49 | 9,09 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 30 492 | 1,51 | 2 720 | 10,88 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3 044 | 0,00 | 272 | 9,27 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 61 130 | 3,27 | 5 454 | 12,80 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 939 | −0,87 | 173 | 8,18 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 670 | 56,71 | 417 | 71,19 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 39 976 | −4,63 | 3 567 | 4,15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 4 555 | 406 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 3 475 | 19,25 | 310 | 30,25 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 717 | 0,00 | 153 | 9,29 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 37 002 | 12,12 | 3 301 | 22,49 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 3 288 | −3,09 | 293 | 5,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 245 390 | 3,96 | 21 896 | 13,56 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 66 | 0,00 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 39 104 | 0,00 | 3 489 | 9,20 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 570 | 3,02 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 19 671 | 0,75 | 1 755 | 10,03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 880 | 168 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 11 271 | −6,11 | 1 006 | 2,55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 18 557 | −2,06 | 2 | 0,00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 4 310 | −5,13 | 384 | 3,50 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 5 622 | 0,00 | 502 | 9,15 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 15 283 | −32,62 | 1 364 | −26,40 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 49 | 4 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 34 958 | 8,16 | 3 119 | 18,11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 952 | 18,80 | 1 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 744 | 0,00 | 66 | 10,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 929 | 0,00 | 83 | 9,33 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10 070 | −10,72 | 898 | −2,50 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 415 759 | −2,62 | 37 094 | 6,36 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5 015 | 447 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 893 | 0,00 | 169 | 9,09 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 6 631 | 0,00 | 592 | 9,24 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 1 516 142 | 4,08 | 135 | 14,41 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4 445 | −4,49 | 397 | 4,21 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 935 | 0,00 | 403 | 7,47 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 650 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 9 326 | −2,71 | 832 | 6,26 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 7 123 | 0,00 | 636 | 9,29 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 49 116 | −3,07 | 4 382 | 5,87 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 379 018 | −4,41 | 33 816 | 4,40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 7 687 | 0,00 | 686 | 9,25 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 5 983 | 30,07 | 1 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 794 | −0,87 | 71 | 16,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 868 | −56,01 | 256 | −52,07 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 128 514 | 0,50 | 11 466 | 9,78 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8 261 | −91,57 | 737 | −90,79 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 155 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | West Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 823 830 | −18,93 | 74 | −12,05 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 10 380 | −0,37 | 926 | 8,81 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 9 070 | 0,00 | 809 | 10,52 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 868 | −1,92 | 256 | 7,14 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 3 149 | 0,00 | 281 | 8,95 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 29 485 | 2,46 | 2 631 | 11,91 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 701 | −15,80 | 509 | −8,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23 469 | 4,28 | 2 094 | 13,87 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 38 439 | 1,83 | 3 430 | 11,22 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 667 | 8,23 | 327 | 18,48 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 8 933 | 1,05 | 797 | 10,25 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2 929 | 10,61 | 261 | 20,83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 696 | 0,11 | 241 | 9,55 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 574 | −3,87 | 319 | 4,95 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 32 442 | 11,50 | 2 932 | 23,40 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 62 476 | 0,27 | 5 574 | 9,53 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10 755 | 21,01 | 960 | 32,09 | ||||
| 2025-06-30 | NP | NSFMX - Natixis Sustainable Future 2060 Fund Class N | 19 683 | −6,49 | 1 667 | −0,42 | ||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 208 | 679,35 | 108 | 791,67 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 269 107 | −1,84 | 24 010 | 7,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 80 269 | 19,57 | 7 162 | 30,58 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 9 793 | 0,00 | 874 | 9,26 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 33 556 | 1,26 | 2 994 | 10,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 499 593 | 4,55 | 669 114 | 14,19 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 6 577 | −4,83 | 587 | 3,90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 602 | −5,84 | 1 660 | 2,85 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 438 | 39 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 826 | 97,47 | 1 144 | 115,85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 165 288 | 10,77 | 14 717 | 19,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 101 111 | 53,72 | 9 021 | 67,90 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional 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 | 7 761 | −1,42 | 657 | 4,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 518 | −40,07 | 135 | −29,69 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 |
