Grundläggande statistik
| Institutionella ägare | 794 total, 794 long only, 0 short only, 0 long/short - change of 1,79% MRQ |
| Genomsnittlig portföljallokering | 1.0055 % - change of −3,80% MRQ |
| Institutionella aktier (lång) | 78 736 729 (ex 13D/G) - change of −2,18MM shares −2,69% MRQ |
| Institutionellt värde (lång) | $ 9 534 026 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares ESG Aware MSCI USA ETF (US:ESGU) har 794 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 78,736,729 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jpmorgan Chase & Co, Tiaa Trust, National Association, Northern Trust Corp, Goldman Sachs Group Inc, Betterment LLC, Acorns Advisers, LLC, Wealthfront Advisers Llc, Wells Fargo & Company/mn, and Morgan Stanley .
iShares Trust - iShares ESG Aware MSCI USA ETF (NasdaqGM:ESGU) 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 18, 2025 is 144,42 / share. Previously, on September 19, 2024, the share price was 125,72 / share. This represents an increase of 14,87% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spinnaker Trust | 41 293 | 5,12 | 5 587 | 16,67 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 31 | 3,33 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 011 | −0,30 | 272 | 11,02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 796 | −8,00 | 2 408 | 2,08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 940 | 71,13 | 398 | 89,95 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 125 | 0,00 | 17 | 6,67 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 84 368 | −7,93 | 11 415 | 2,18 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 42 | 0,00 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 18 339 | 15,64 | 2 464 | 28,15 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 272 | −2,73 | 578 | 8,04 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 770 | 2,03 | 375 | 13,33 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9 489 | −0,22 | 1 284 | 10,70 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 6 989 | −11,55 | 946 | −1,87 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 16 389 | 0,07 | 2 217 | 11,07 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 3 845 | 520 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 4 453 | −19,08 | 543 | −24,93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 271 | 16,50 | 172 | 29,55 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 845 | −93,12 | 250 | −30,06 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2 195 | 10,58 | 297 | 22,82 | ||||
| 2025-04-21 | 13F | Autumn Glory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 7 030 | 0,00 | 951 | 10,97 | ||||
| 2025-04-29 | 13F | Bestgate Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 23 738 | −43,36 | 3 212 | −37,14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 748 | −0,18 | 913 | 10,80 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 12 122 | −3,36 | 1 640 | 7,26 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 74 610 | −29,49 | 10 022 | −21,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 217 | −3,71 | 706 | 6,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 225 | −5,47 | 842 | 4,99 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 042 | 60,78 | 547 | 69,04 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 18 304 | 17,41 | 2 571 | 36,48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 444 | 0,14 | 195 | 11,43 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5 750 | −6,28 | 778 | 4,02 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 14 982 | 5,83 | 2 027 | 17,51 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 31 453 | 0,57 | 4 256 | 11,62 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 5 465 | −2,45 | 746 | 20,91 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 5 554 | 13,93 | 751 | 26,43 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 513 | 1 017 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 166 132 | −0,34 | 22 | 10,00 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 683 | −84,16 | 1 | −100,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 125 | 0,00 | 15 | −6,25 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12 186 | 0,59 | 1 649 | 11,65 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 555 | 210 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 138 | 0,12 | 695 | 11,20 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 778 | 0,00 | 376 | 10,95 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 2 389 | −20,29 | 323 | −11,51 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 24 257 | 0,84 | 3 282 | 11,94 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 37 389 | −5,75 | 5 059 | 4,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 679 | 0,30 | 362 | 11,38 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6 732 | −3,68 | 911 | 6,93 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 839 | 0,85 | 384 | 11,95 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 110 | −5,12 | 2 315 | 5,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9 168 | −20,68 | 1 240 | −11,99 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 057 | 6,81 | 414 | 18,34 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 169 381 | −1,26 | 22 917 | 9,59 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 149 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 12 861 | 2,05 | 1 740 | 13,28 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 310 | 0,00 | 42 | 10,81 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 40 239 | −4,68 | 5 444 | 10,02 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 728 | 0,00 | 234 | 10,95 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 9 893 | 1 339 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 944 | 0,03 | 2 157 | 11,01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 26 330 | −1,58 | 3 562 | 9,23 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3 044 | 2,91 | 412 | 14,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 297 | −0,33 | 4 099 | 10,63 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3 192 | −2,36 | 432 | 8,29 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 87 413 | 0,47 | 11 827 | 11,50 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2 347 | 318 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 18 394 | 57,03 | 2 489 | 74,23 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 35 412 | 0,02 | 4 791 | 5,07 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 185 | 0,00 | 25 | 13,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 96 073 | 0,19 | 13 | 9,09 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 6 741 | 0,55 | 912 | 11,63 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 188 | −5,56 | 1 545 | 6,93 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 954 | 0,00 | 129 | 11,21 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 154 | 0,00 | 21 | 11,11 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 3 000 | 0,00 | 406 | 10,96 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4 018 | −19,32 | 544 | −10,54 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18 669 | 2,79 | 2 526 | 14,05 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3 184 | 0,00 | 388 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 950 921 | 4,79 | 128 660 | 16,30 | ||||
| 2025-04-23 | 13F | Figure 8 Investment Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 72 521 | 1,78 | 9 812 | 12,96 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 3 502 | −39,58 | 474 | −33,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 188 404 | −7,38 | 25 491 | 2,79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 8 134 | −34,19 | 1 102 | −22,30 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 137 | 0,00 | 17 | −5,88 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 742 | −0,23 | 236 | 10,85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 916 | −2,42 | 530 | 8,18 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 11 400 | −3,98 | 1 542 | 6,57 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 248 | 0,02 | 575 | 11,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 044 180 | −0,66 | 141 278 | 10,25 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 820 | 0,19 | 2 140 | 11,23 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 172 102 | 9,17 | 23 285 | 21,16 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 2 369 | 11,64 | 321 | 24,03 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 283 | 4,92 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 16 295 | 51,31 | 2 205 | 67,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 453 | −27,85 | 738 | −19,98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 552 | 16,80 | 345 | 29,70 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 746 | 101 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 95 998 | −4,92 | 13 014 | 8,77 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7 622 | 2,35 | 1 031 | 13,67 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 191 | −5,22 | 567 | 5,19 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 003 | −2,81 | 271 | 7,97 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 56 078 | −6,42 | 7 587 | 3,86 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 309 | 23,74 | 312 | 37,44 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 102 | 131,91 | 1 357 | 157,01 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 706 | −0,35 | 231 | 10,58 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 719 | 0,00 | 97 | 11,49 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2 809 | −12,63 | 380 | −2,81 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6 975 | 0,71 | 965 | 13,93 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1 609 | 219 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 879 | −8,56 | 525 | 1,74 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1 893 | 256 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 407 | 8,48 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 4 021 | −8,55 | 544 | 1,68 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 405 | 5,01 | 731 | 16,59 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10 615 | 19,27 | 1 436 | 32,47 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 555 | −0,78 | 481 | 10,09 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1 488 | −13,64 | 201 | −4,29 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 603 | −28,95 | 487 | −21,20 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 033 | −4,78 | 286 | 10,89 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 510 | 0,00 | 69 | 11,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 121 708 | −3,83 | 16 468 | 6,73 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 648 | 223 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 257 | 0,00 | 35 | 9,68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 870 | −63,79 | 2 959 | −59,81 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 18 391 | −14,88 | 2 488 | −5,51 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 73 874 | −2,53 | 10 212 | 9,51 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11 169 | 2,29 | 1 511 | 13,52 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 836 | −11,46 | 384 | −1,79 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 3 733 | 0,24 | 505 | 11,48 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1 588 | −34,86 | 215 | −27,95 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 8 408 | −8,04 | 1 138 | 2,06 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 259 | 0,96 | 712 | 11,97 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1 674 | 226 | ||||||
| 2025-08-13 | 13F | KilterHowling LLC | 7 415 | 0,76 | 1 003 | 10,58 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 312 | 83,39 | 449 | 104,09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 274 | −0,34 | 984 | 10,69 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 2 655 | −12,09 | 359 | −2,45 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 19 411 | −0,66 | 2 626 | 10,24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 682 | −22,02 | 633 | −13,41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 164 | −3,02 | 1 105 | 7,60 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 277 | 0,00 | 37 | 12,12 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 457 | 24,61 | 1 144 | 38,33 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 891 | 6,96 | 1 474 | 18,69 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 609 | 218 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6 111 | 0,25 | 827 | 6,31 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 20 303 | 0,25 | 2 747 | 11,30 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4 815 | 0,04 | 572 | −7,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 068 | 0,00 | 956 | 11,03 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1 320 | −13,16 | 179 | −3,78 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 353 | 7,39 | 318 | 19,10 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 355 602 | 16,13 | 48 113 | 28,89 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 12 402 | −9,99 | 1 502 | −17,62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 146 | −4,45 | 290 | 6,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 416 | −5,48 | 1 003 | 4,92 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 422 | 0,00 | 51 | −5,56 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 6 570 | 18,10 | 889 | 30,97 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 733 | −8,96 | 370 | 1,10 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3 809 | 0,69 | 515 | 11,71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 187 | 0,00 | 25 | 13,64 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 8 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 6 030 | 3,45 | 816 | 14,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 997 | 0,41 | 1 623 | 11,47 | ||||
| 2025-06-26 | NP | EAOK - iShares ESG Aware Conservative Allocation ETF | 12 525 | 0,00 | 1 517 | −8,45 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 8 388 | −8,99 | 1 135 | 0,98 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 49 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 515 | −0,51 | 476 | 10,47 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1 866 | 0,00 | 252 | 11,01 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 213 | 0,00 | 29 | 12,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12 785 | 0,00 | 1 730 | 10,98 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1 707 | 0,00 | 231 | 10,58 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 4 442 | −1,11 | 601 | 5,07 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 19 248 | 57,00 | 2 604 | 74,30 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 20 768 | −4,22 | 2 810 | 6,28 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 2 397 | 0,00 | 324 | 10,96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 17 739 | −0,78 | 2 400 | 10,14 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 732 | 0,00 | 234 | 10,90 | ||||
| 2025-04-10 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 17 414 | 8,82 | 2 356 | 20,82 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8 773 | −11,01 | 1 187 | −1,17 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 1 802 | 244 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 522 | 206 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4 433 | 0,00 | 600 | 10,93 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 1 925 | 0,00 | 259 | 9,79 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 1 739 | −28,99 | 235 | −21,14 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 780 | 0,00 | 106 | 10,53 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 22 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Finley Financial, LLC | 2 860 | 0,00 | 387 | 11,88 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 856 | 0,00 | 251 | 11,06 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 54 659 | −1,19 | 7 395 | 9,67 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 7 198 | 11,74 | 1 002 | 33,82 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 78 808 | −0,70 | 10 663 | 10,20 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 18 884 | 0,00 | 2 555 | 10,99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 250 | 0,00 | 1 252 | 11,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 119 203 | −2,60 | 16 128 | 8,10 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2 347 | −56,37 | 318 | −51,60 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 933 | 262 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 2 354 | −1,22 | 319 | 9,66 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 640 | −1,02 | 1 611 | 11,88 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3 537 | 1,00 | 479 | 12,21 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4 320 | 4,58 | 584 | 16,10 | ||||
| 2025-04-22 | 13F | Davies Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 307 309 | 2,61 | 41 579 | 13,88 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 295 | 0,00 | 40 | 11,43 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 257 | 37,43 | 31 | 29,17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 149 | 3,90 | 832 | 15,26 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 2 290 | 1,87 | 310 | 12,77 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 716 | −9,30 | 1 720 | 0,64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 69 886 | −0,01 | 9 456 | 10,97 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 32 056 | −81,74 | 3 908 | −82,72 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 906 | −2,04 | 1 340 | 8,77 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 228 | −18,73 | 166 | −9,78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 837 | 0,00 | 113 | 16,49 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 161 100 | 0,00 | 21 098 | 7,43 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 383 | −0,42 | 322 | 10,65 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 176 | 0,00 | 24 | 9,52 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 662 408 | 0,19 | 89 624 | 11,20 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 171 | 23 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 086 | 0,76 | 1 635 | 11,83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 35 470 | −3,74 | 4 799 | 6,83 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 900 | 0,00 | 122 | 11,01 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 093 | −1,89 | 148 | 8,89 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 106 387 | −1,87 | 14 394 | 8,91 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 849 | −2,06 | 2 009 | 8,71 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 7 356 | −0,08 | 995 | 10,93 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 2 225 | 0,00 | 301 | 11,07 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2 975 | 11,30 | 406 | 38,57 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17 717 | 1,35 | 2 397 | 12,48 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 319 | 1,25 | 1 937 | 12,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 452 | 2,94 | 602 | 14,23 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7 323 | −0,08 | 991 | 10,86 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 1 696 | 0,00 | 229 | 11,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 659 | −0,35 | 1 848 | 10,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 316 959 | −14,17 | 43 | −6,67 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 227 | 28,88 | 0 | |||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 278 413 | 1,64 | 37 669 | 12,81 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1 814 | −67,44 | 245 | −63,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 122 | 158 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29 824 | −0,59 | 4 035 | 10,34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30 317 | −4,37 | 4 102 | 5,34 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 220 | 1,38 | 30 | 11,54 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 3 947 | 2,97 | 534 | 14,35 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 1 866 | 1,19 | 252 | 12,50 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 11 748 | 261,92 | 432 | 9,37 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 8 549 | −10,30 | 1 168 | 0,52 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 10 425 | 11,45 | 1 421 | 24,65 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 420 | 15,38 | 51 | 10,87 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 3 700 | 501 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 10 617 | 0,09 | 1 437 | 11,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 329 752 | −6,19 | 44 725 | 4,37 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 20 229 | −6,89 | 2 737 | 2,90 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 31 431 | 0,00 | 4 248 | 10,94 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 677 | 0,00 | 92 | 10,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 335 | 35,08 | 45 | 46,67 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 412 | 12,76 | 1 003 | 25,09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 50 838 | 0,57 | 6 878 | 11,62 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 49 777 | −29,07 | 6 735 | −21,28 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 114 522 | −0,02 | 13 866 | −8,47 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 3 692 | −11,95 | 500 | −2,35 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 704 | 366 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 8 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 412 | −60,30 | 191 | −57,08 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 659 | 137,05 | 89 | 169,70 | ||||
| 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 | 20 302 | 7,59 | 2 458 | −1,48 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 6 626 | 0,00 | 894 | 22,97 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5 923 | −1,86 | 801 | 8,98 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 900 | 228 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6 093 | −1,41 | 824 | 9,43 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26 103 | 691,48 | 3 532 | 778,36 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19 268 | 0,00 | 2 607 | 10,99 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 18 799 | 63,00 | 2 544 | 80,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 495 | −10,71 | 473 | −1,05 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 23 570 | −2,36 | 3 189 | 8,40 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1 586 | −30,77 | 215 | −23,30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 43 695 | −6,40 | 5 912 | 3,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35 113 | 8,56 | 4 751 | 20,50 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 7 750 | −11,82 | 1 049 | −2,15 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 27 337 | −2,26 | 3 699 | 8,48 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 129 612 | −0,06 | 17 537 | 10,92 | ||||
| 2025-08-13 | 13F | Amundi | 6 740 | 0,00 | 914 | 15,72 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 615 | −42,69 | 1 030 | −36,38 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 68 103 | −12,67 | 9 214 | −3,08 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 957 | −0,35 | 806 | 10,71 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 25 924 | −0,47 | 3 508 | 10,46 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 296 | −19,82 | 581 | −11,03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 953 | 0,00 | 535 | 11,02 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 11 212 | −0,27 | 1 517 | 10,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81 260 | 0,98 | 10 994 | 12,07 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 764 | −0,12 | 780 | 10,81 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 79 912 | −2,48 | 10 812 | 8,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 24 548 | −1,71 | 3 321 | 9,10 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 29 984 | 10,11 | 4 057 | 22,21 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 822 | 0,00 | 111 | 11,00 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 1 814 | 0,00 | 245 | 10,86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 318 | −16,56 | 1 396 | −12,31 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3 424 | 7,23 | 463 | 19,02 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 032 | −3,25 | 410 | 7,33 | ||||
| 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 | 13 101 | 0,41 | 1 586 | −8,06 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 70 855 | 2,10 | 9 587 | 13,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 87 900 | 1,16 | 11 893 | 12,26 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 075 | 0,00 | 145 | 10,69 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 36 185 | −8,20 | 4 896 | 1,87 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 | 13 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40 940 | −0,07 | 5 539 | 10,91 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2 683 | 3,11 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 1 915 | 259 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 534 | 16,85 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 4 907 | −9,08 | 664 | 0,91 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 554 | −14,92 | 887 | −5,64 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 565 | 212 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7 678 | −20,16 | 1 039 | −11,43 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 676 | 227 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 959 | 0,00 | 400 | 11,11 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 2 944 | 0,00 | 398 | 11,17 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 685 | 5,32 | 1 175 | 16,92 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 000 | 0,00 | 135 | 11,57 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 562 | −24,97 | 76 | −16,48 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 8 766 | 5,95 | 1 061 | −3,02 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 5 305 | −3,42 | 718 | 1,41 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 531 | −12,81 | 72 | −4,05 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 15 319 | −0,38 | 2 073 | 10,57 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3 843 | 520 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 100 | 0,00 | 14 | 8,33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 59 457 | 27,95 | 8 045 | 41,99 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 070 | −0,98 | 686 | 9,78 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 500 | 0,00 | 338 | 11,18 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 781 | −12,82 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3 418 | −5,81 | 462 | 4,52 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 9 326 | 0,00 | 1 262 | 11,00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 19 644 | −0,47 | 2 658 | 10,43 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 229 | −19,07 | 437 | −10,29 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 23 716 | 4,35 | 3 209 | 15,81 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 150 | 0,00 | 20 | 11,11 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 12 200 | 1 651 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 767 | −5,66 | 1 322 | 4,68 | ||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 2 224 | 0,00 | 301 | 10,70 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 790 | 0,00 | 783 | 11,06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 436 | −20,87 | 600 | −12,15 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 422 | 57 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9 714 | −2,97 | 1 314 | 7,70 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 2 800 | −9,94 | 379 | −0,26 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 929 | −1,71 | 396 | 9,09 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6 503 | −6,00 | 880 | 4,27 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 15 173 | −51,25 | 2 053 | −45,91 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 117 | 16 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 229 766 | 22,55 | 31 087 | 36,01 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 568 | 0,00 | 77 | 10,14 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 6 700 | 0,00 | 907 | 11,03 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 2 525 401 | 5,20 | 342 | 16,78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 747 | −15,02 | 778 | −5,70 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4 095 | −2,82 | 554 | 7,99 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 562 | 35,56 | 346 | 48,07 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 11 | 450,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 23 873 | −95,91 | 3 230 | −95,46 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 527 | 0,00 | 71 | 10,94 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 15 337 | −0,27 | 2 075 | 10,73 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 669 | 0,33 | 1 038 | 11,39 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 55 886 | 6,00 | 7 561 | 17,64 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6 397 | −11,40 | 865 | −1,70 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 059 | −2,37 | 279 | 8,17 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 24 157 | 90,00 | 3 268 | 110,84 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5 490 | −54,19 | 669 | −53,18 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 64 235 | 9,43 | 8 691 | 21,44 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 6 022 | 0,00 | 815 | 10,90 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3 508 | −2,34 | 428 | −7,58 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 052 | −0,21 | 819 | 10,69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 32 300 | −0,58 | 4 370 | 10,35 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 667 | −7,17 | 767 | 2,96 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 3 259 | 37,74 | 441 | 52,78 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 4 003 | 0,00 | 542 | 10,86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 122 366 | 2,20 | 16 556 | 13,43 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 10 650 | 36,54 | 1 441 | 51,58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 59 470 | 3,51 | 8 046 | 14,88 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 2 532 | 0,00 | 343 | 11,04 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 288 800 | 7,04 | 39 075 | 19,09 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 964 | 0,00 | 401 | 11,08 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 767 | 0,80 | 645 | 11,81 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 2 080 | −12,79 | 281 | −3,10 | ||||
| 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 | 16 371 | 16,00 | 1 982 | 6,22 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 685 | 756,25 | 88 | 877,78 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 808 | 1,98 | 2 680 | 13,22 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 7 244 | −6,94 | 980 | 3,38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 372 | 0,00 | 50 | 11,11 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 99 | 0,00 | 13 | 8,33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 225 | 45,46 | 978 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 179 781 | −8,69 | 24 | 0,00 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 16 | 0,00 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 871 | 0,00 | 118 | 10,38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 828 | −5,32 | 518 | 5,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 51 431 | 8,25 | 7 110 | 22,74 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 2 278 | 0,00 | 308 | 11,19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 188 | −16,44 | 25 | −7,41 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 987 274 | −9,40 | 268 878 | 0,55 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 169 | −14,85 | 564 | −5,37 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 3 928 | 1,71 | 531 | 12,98 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 869 | 0,00 | 388 | 11,17 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12 220 | 4,10 | 1 653 | 15,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 229 153 | 78,32 | 31 004 | 97,91 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17 691 | −1,54 | 2 394 | 9,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13 222 | −7,42 | 1 789 | 5,18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 697 | −4,36 | 636 | 6,19 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 7 678 | 2,95 | 1 039 | 14,19 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1 740 | 0,00 | 235 | 10,85 | ||||
| 2025-07-07 | 13F | Trust Co | 189 | −3,08 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 138 | −0,46 | 695 | 10,49 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 23 178 | −0,04 | 3 136 | 10,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 627 | −10,70 | 4 415 | −0,90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1 618 | 224 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 1 575 | 213 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 5 348 | 0,19 | 724 | 11,23 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 41 026 | 406,31 | 5 551 | 462,31 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 12 950 | 6,76 | 1 752 | 18,54 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 17 988 | 8,34 | 2 434 | 20,21 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 151 619 | −0,56 | 20 514 | 15,86 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 134 400 | 449,85 | 18 | 800,00 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 2 623 | 1,47 | 355 | 12,38 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 187 | −75,79 | 161 | −73,20 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 274 | 172 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 12 400 | 14,92 | 1 678 | 27,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 873 | −0,90 | 3 365 | 10,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1 926 | 0,00 | 261 | 11,11 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 3 440 | 0,94 | 465 | 12,05 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2 133 | 286 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11 333 | −2,65 | 1 533 | 8,03 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 9 350 | −1,96 | 1 265 | 8,86 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 501 | 203 | ||||||
| 2025-07-29 | 13F | Members Capital Advisors Inc | 5 205 | 0,00 | 704 | 11,04 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 281 | 12,66 | 173 | 25,36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558 | −13,76 | 75 | −3,85 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 970 | −1,31 | 808 | 9,50 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 015 | 0,20 | 137 | 11,38 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 796 | 3,92 | 108 | 15,05 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 175 932 | 0,11 | 23 804 | 11,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 549 367 | 3,56 | 74 329 | 14,93 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 4 311 | 0,00 | 583 | 11,05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 181 700 | 59,63 | 24 584 | 77,17 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 95 766 | −2,19 | 12 957 | 8,56 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 1 711 | 232 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 2 810 | −17,55 | 380 | −8,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 315 843 | −0,50 | 42 734 | 10,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30 438 | −6,17 | 4 118 | 4,15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 930 | 0,26 | 532 | 11,32 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 843 | −15,75 | 3 632 | −6,51 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 1 612 | 0,25 | 218 | 5,83 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2 061 | 0,00 | 279 | 10,76 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 3 298 | 1,26 | 446 | 12,34 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 17 310 | −4,42 | 2 336 | 4,76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 64 424 | 10,90 | 8 717 | 23,07 | ||||
| 2025-08-11 | 13F | Eq Llc | 3 346 | 14,24 | 453 | 26,61 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1 509 | −10,92 | 209 | 1,46 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2 625 | 355 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 53 | 7 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 76 284 | 0,26 | 10 321 | 11,28 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 713 | −4,88 | 638 | 5,46 | ||||
| 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 | 40 376 | 10,45 | 4 889 | 1,12 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 41 738 | −9,28 | 5 647 | 0,68 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 650 | 21,22 | 494 | 34,33 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 082 | 688 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 342 414 | 7,76 | 316 929 | 19,60 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7 052 | −0,14 | 954 | 10,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 215 578 | 10,32 | 299 768 | 22,44 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 5 692 | 0,18 | 770 | 11,27 | ||||
| 2025-07-24 | 13F | Eastern Bank | 4 867 | −25,28 | 659 | −17,13 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9 537 | −17,48 | 1 290 | −8,38 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 205 | 3,02 | 28 | 12,50 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 2 936 | 378 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 3 132 | −0,57 | 425 | 18,11 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 7 783 | 0,67 | 1 053 | 11,68 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 4 393 | 42,17 | 594 | 57,98 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 31 225 | 8,86 | 4 225 | 20,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 633 | −70,96 | 1 583 | −67,59 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28 146 | −33,44 | 3 808 | −26,13 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 315 332 | −0,79 | 42 664 | 10,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 249 | 8,03 | 4 905 | 19,90 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 865 | −20,64 | 117 | −11,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 220 992 | −6,11 | 29 900 | 4,20 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 919 | 0,37 | 260 | 11,16 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 64 263 | 1,40 | 8 695 | 12,54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 512 613 | −19,22 | 745 857 | −10,35 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 987 | −23,52 | 675 | −15,11 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 27 473 | −3,10 | 3 349 | −8,30 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 2 261 | 0,00 | 306 | 10,91 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 121 | 0,00 | 16 | 14,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 911 | 27,77 | 1 206 | 41,76 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 277 563 | −1,24 | 37 554 | 9,61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22 846 | 3,37 | 3 | 50,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 520 | 0,00 | 206 | 10,81 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 317 | 0,26 | 313 | 11,39 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 340 | 0,86 | 1 264 | 11,97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 12 266 | 1,33 | 1 660 | 12,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 5 126 | 22,05 | 625 | 15,34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 945 | −19,80 | 398 | −10,96 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 1 927 | −19,41 | 261 | −10,65 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10 936 | 3,69 | 1 480 | 15,10 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 1 858 | −14,14 | 253 | −3,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 10 232 | −2,33 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 802 | −15,51 | 2 003 | −6,23 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 008 | −1,56 | 1 354 | 9,28 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 786 | 2 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 463 | 15,47 | 874 | 28,15 | ||||
| 2025-08-14 | 13F | Nepc Llc | 13 905 | 0,00 | 1 881 | 10,97 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 701 | 60,68 | 366 | 78,05 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 4 344 | 17,22 | 1 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 56 798 | 3,83 | 7 685 | 15,24 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 3 190 | −8,15 | 432 | 1,89 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 2 095 | 0,00 | 283 | 10,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 5 179 | 0,00 | 628 | −0,63 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 886 | −94,88 | 526 | −94,24 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 984 | 27,49 | 539 | 41,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 27 016 | −69,50 | 3 294 | −57,54 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 95 463 | −1,70 | 12 916 | 9,10 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 11 332 | 6,33 | 1 533 | 18,01 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5 603 | 2,26 | 1 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 2 403 | −25,81 | 325 | −17,51 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 647 | 0,00 | 358 | 11,18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 815 932 | −1,53 | 245 696 | 9,28 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 5 048 | 0,00 | 683 | 10,89 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 294 | −4,50 | 175 | 6,06 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 125 868 | 0,11 | 17 030 | 11,10 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3 754 | 2,32 | 508 | 13,42 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 521 | 0,00 | 476 | 10,96 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7 284 | 0,69 | 986 | 11,80 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3 262 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 11 956 | 1 618 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 862 | 9,21 | 252 | 21,26 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 840 238 | 12,47 | 520 | 24,76 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 3 275 | −0,09 | 443 | 11,03 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 58 | 0,00 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 98 591 | 0,06 | 13 | 8,33 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 5 450 | −28,29 | 1 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16 863 | 0,02 | 2 282 | 11,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39 300 | −1,81 | 5 317 | 8,98 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 18 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 294 | 581 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 42 910 | −1,83 | 5 970 | 13,82 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 4 974 | −3,15 | 673 | 7,35 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 153 100 | −35,37 | 20 714 | −28,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 208 350 | −10,78 | 28 129 | −1,22 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 6 328 | −2,29 | 856 | 8,49 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 7 499 | −7,04 | 1 015 | 3,15 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 18 275 | 7,47 | 2 473 | 19,31 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 11 384 | −0,39 | 1 575 | 12,58 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 428 | 870 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6 133 | −4,62 | 830 | 5,87 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 2 103 | −2,46 | 285 | 8,40 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 13 683 | −3,03 | 1 851 | 7,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 40 356 | 10,00 | 5 460 | 22,09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 771 | −66,32 | 645 | −64,64 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 694 149 | 0,18 | 93 918 | 11,19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 366 888 | −3,97 | 49 640 | 6,58 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6 747 | 1,06 | 913 | 12,18 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 004 | −10,36 | 307 | −24,75 | ||||
| 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 | 15 380 | 13,16 | 1 862 | 3,62 | ||||
| 2025-05-15 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 121 | −0,31 | 1 099 | 10,57 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 2 666 | −20,08 | 361 | −11,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 810 | 28,43 | 5 928 | 42,54 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 14 080 | 12,19 | 1 905 | 24,53 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 600 | 0,19 | 216 | 11,34 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 7 813 | 1,67 | 1 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 17 750 | −0,60 | 2 402 | 10,34 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 274 672 | 7,43 | 843 976 | 18,53 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 1 535 | 208 | ||||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 140 | 0,00 | 19 | 5,88 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 750 | −7,03 | 1 049 | 3,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 258 750 | 302,69 | 35 009 | 346,93 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 168 | 0,00 | 23 | 10,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 607 | 0,04 | 353 | 11,04 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 50 974 | −12,53 | 6 897 | −2,93 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 3 961 | −1,37 | 536 | 9,41 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 1 974 | −1,25 | 267 | 9,88 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 885 | 0,00 | 120 | 11,21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 179 345 | 2,46 | 24 265 | 13,71 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 161 | 0,00 | 22 | 10,53 | ||||
| 2025-04-30 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 481 | −0,24 | 336 | 10,56 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 682 | −43,63 | 904 | −37,44 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 22 | 3 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1 529 | 207 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 8 806 | −5,15 | 1 191 | 5,31 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 25 429 | 3,85 | 3 441 | 15,24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 632 | 15,56 | 1 844 | 28,23 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 7 | 0,00 | 1 | |||||
| 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 | 36 924 | 13,60 | 4 471 | 4,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 068 165 | −0,17 | 1 768 123 | 10,79 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 134 027 | −12,10 | 18 134 | −2,45 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 171 555 | −0,07 | 23 211 | 10,91 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 23 645 | −47,83 | 3 199 | −42,10 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 558 | 0,18 | 75 | 11,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 266 357 | −1,34 | 306 638 | 9,49 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7 942 | 0,06 | 1 075 | 11,07 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 20 | 0,00 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 833 | −0,96 | 654 | 9,93 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 8 981 | 0,18 | 1 242 | 13,64 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 133 | 289 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 211 | −16,91 | 299 | −7,72 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 17 174 | −11,64 | 2 324 | −1,94 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 7 170 | −12,93 | 970 | −3,29 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 880 | −3,12 | 660 | 7,49 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 271 912 | −9,17 | 36 790 | 0,81 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 987 | 0,00 | 269 | 10,74 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 11 972 | −5,85 | 1 620 | 4,45 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 090 | −90,32 | 255 | −90,87 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 62 | 0,00 | 8 | 14,29 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 4 745 | 0,32 | 642 | 11,28 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 834 | 0,25 | 654 | 11,41 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53 827 | −10,80 | 7 283 | −1,01 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 13 995 | 0,00 | 1 894 | 11,02 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2 652 | −0,26 | 358 | 10,19 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 2 529 | 0,96 | 342 | 12,13 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 363 | 10,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 176 | 0,00 | 24 | 9,52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 87 477 | 24,41 | 11 894 | 38,77 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 604 | 0,00 | 82 | 10,96 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 38 336 | 28,54 | 5 187 | 42,67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 061 | −2,39 | 414 | 8,38 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 143 | 0,00 | 19 | 11,76 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 58 092 | −3,45 | 7 860 | 7,16 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 4 339 | 0,25 | 587 | 11,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 308 867 | 0,06 | 41 789 | 11,05 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 100 000 | 13 530 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 48 671 | −2,54 | 6 585 | 8,16 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 75 504 | −6,28 | 10 216 | 4,01 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 20 379 | −28,79 | 2 757 | −20,96 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 18 393 | 0,41 | 2 489 | 11,47 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 3 217 | 0,19 | 435 | 11,25 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 1 965 | 0,00 | 266 | 10,88 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 5 944 | −6,92 | 804 | 3,34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 182 812 | 7,46 | 565 935 | 19,26 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 3 944 | 3,19 | 534 | 14,62 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 23 599 | −1,19 | 3 193 | 9,65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74 100 | −25,95 | 10 026 | −17,82 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 580 | −5,17 | 484 | 5,22 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 25 093 | −14,56 | 3 395 | −5,17 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 8 172 | 1,92 | 1 106 | 13,10 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 2 552 | 0,00 | 345 | 10,93 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 9 736 | −14,35 | 1 346 | −2,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 804 | 0,00 | 1 056 | 10,94 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 8 994 | −11,31 | 1 217 | −1,62 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 35 247 | −3,07 | 4 769 | 7,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6 586 | −6,66 | 891 | 3,60 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 741 | 100 | ||||||
| 2025-05-13 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 90 000 | 0,00 | 12 177 | 10,99 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1 798 | 0,00 | 243 | 10,96 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14 675 | 14,27 | 1 986 | 26,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 126 | 11,50 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 132 | −6,82 | 26 | 4,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 3 532 | 0,26 | 478 | 11,19 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 4 340 | −28,13 | 587 | −20,24 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 252 580 | −28,08 | 34 174 | −19,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 504 | −1,14 | 323 | 11,03 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5 987 | 810 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 069 | −22,63 | 280 | −14,15 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 33 974 | 31,22 | 4 597 | 45,63 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 22 615 | 48,48 | 3 060 | 64,82 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16 453 | −20,68 | 2 226 | −12,02 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1 684 | 0,00 | 228 | 10,73 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 8 107 | 0,00 | 1 097 | 10,93 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 3 069 | 0,33 | 424 | 13,98 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 116 | 16 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2 486 | −23,95 | 336 | −15,58 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 338 | 125,33 | 46 | 150,00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 32 265 | −3,18 | 4 365 | 7,46 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 2 077 | 17,94 | 281 | 31,31 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 1 781 | 0,00 | 217 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 413 | 0,00 | 56 | 10,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 306 | −74,47 | 321 | −70,94 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 9 893 | −3,84 | 1 339 | 6,70 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 2 492 | 337 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 537 | 208 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 146 | 20 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2 442 | 0,33 | 330 | 11,49 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 893 | −4,12 | 797 | 6,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 87 702 | −3,44 | 11 864 | 7,16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 362 | 7,14 | 455 | 18,85 | ||||
| 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 | 29 385 | 11,04 | 3 558 | 1,66 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 3 510 | 0,00 | 428 | −5,53 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 1 762 | −5,17 | 238 | 5,31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 13 124 | 2,82 | 1 776 | 14,15 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 035 | 5,16 | 1 493 | 16,73 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24 951 | −3,57 | 3 376 | 7,01 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 16 319 | 13,85 | 2 208 | 26,33 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 719 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1 712 | 0,00 | 232 | 11,06 |
