2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
648 |
0,00 |
23 |
15,79 |
|
2025-08-22 |
NP |
Variable Insurance Products Fund V - Asset Manager Portfolio Initial Class
|
|
|
|
220 176 |
−16,85 |
7 577 |
−8,69 |
|
2025-08-22 |
NP |
FASGX - Fidelity Asset Manager 70%
|
|
|
|
2 166 654 |
−13,59 |
74 565 |
−5,11 |
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
58 342 |
−0,04 |
2 |
100,00 |
|
2025-08-14 |
13F |
Geneva Partners, LLC
|
|
|
|
15 322 |
|
527 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
4 104 |
0,00 |
141 |
10,16 |
|
2025-08-07 |
13F |
Aspen Wealth Strategies, LLC
|
|
|
|
175 932 |
0,02 |
6 055 |
9,83 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
8 136 |
0,00 |
280 |
9,84 |
|
2025-08-07 |
13F |
Kestra Private Wealth Services, Llc
|
|
|
|
38 505 |
|
1 325 |
|
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
4 376 |
|
151 |
|
|
2025-07-08 |
13F |
Richard P Slaughter Associates Inc
|
|
|
|
1 331 843 |
15,88 |
45 835 |
27,25 |
|
2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
140 |
−83,25 |
5 |
−84,62 |
|
2025-07-25 |
13F |
We Are One Seven, LLC
|
|
|
|
129 878 |
136,68 |
4 470 |
159,98 |
|
2025-08-07 |
13F |
Nwam Llc
|
|
|
|
21 828 |
0,30 |
764 |
12,02 |
|
2025-08-12 |
13F |
Twin Focus Capital Partners, Llc
|
|
|
|
16 546 |
0,00 |
569 |
9,85 |
|
2025-07-25 |
13F |
Dynamic Financial Group
|
|
|
|
9 069 |
2,67 |
312 |
13,04 |
|
2025-08-12 |
13F |
Cornerstone Wealth Management, LLC
|
|
|
|
40 798 |
1,12 |
1 404 |
11,08 |
|
2025-07-15 |
13F |
Fifth Third Bancorp
|
|
|
|
73 |
0,00 |
3 |
0,00 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
9 260 433 |
0,25 |
318 695 |
10,08 |
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
27 479 |
10,46 |
946 |
21,31 |
|
2025-07-16 |
13F |
Dakota Wealth Management
|
|
|
|
24 563 |
0,32 |
845 |
10,17 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
645 621 |
−5,03 |
22 219 |
4,29 |
|
2025-07-29 |
13F |
Madison Wealth Partners, Inc
|
|
|
|
11 097 |
|
382 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1 231 |
0,33 |
42 |
10,53 |
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
1 223 407 |
23,34 |
42 103 |
35,44 |
|
2025-08-04 |
13F |
Savvy Advisors, Inc.
|
|
|
|
14 310 |
|
492 |
|
|
2025-08-14 |
13F |
Betterment LLC
|
|
|
|
11 259 |
|
0 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
17 588 |
28,72 |
605 |
41,36 |
|
2025-07-30 |
13F |
Financial Perspectives, Inc
|
|
|
|
412 |
0,49 |
14 |
16,67 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
1 680 001 |
9,08 |
57 825 |
19,79 |
|
2025-08-14 |
13F |
Staley Capital Advisers Inc
|
|
|
|
153 875 |
19,03 |
5 296 |
30,71 |
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
231 266 |
5,82 |
7 959 |
16,21 |
|
2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
38 800 |
10,08 |
1 335 |
20,92 |
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 20% Portfolio Investor Class
|
|
|
|
28 615 |
−64,98 |
897 |
−66,62 |
|
2025-08-13 |
13F |
Mount Yale Investment Advisors, LLC
|
|
|
|
15 928 |
|
548 |
|
|
2025-07-31 |
13F |
Sequent Asset Management, LLC
|
|
|
|
7 711 |
0,00 |
265 |
9,96 |
|
2025-08-06 |
13F |
SOUTH STATE Corp
|
|
|
|
2 845 |
|
98 |
|
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
6 973 |
3,72 |
240 |
13,81 |
|
2025-08-14 |
13F |
McIlrath & Eck, LLC
|
|
|
|
181 |
0,00 |
6 |
20,00 |
|
2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
500 |
0,00 |
17 |
13,33 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-04 |
13F |
Flagship Harbor Advisors, Llc
|
|
|
|
10 204 |
10,65 |
351 |
21,45 |
|
2025-07-22 |
13F |
Belpointe Asset Management LLC
|
|
|
|
31 576 |
0,24 |
1 087 |
10,03 |
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
269 332 |
48,19 |
9 |
80,00 |
|
2025-04-22 |
13F |
Veridan Wealth LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-13 |
13F |
IAG Wealth Partners, LLC
|
|
|
|
96 479 |
23,39 |
3 320 |
35,51 |
|
2025-04-23 |
13F |
Gimbal Financial
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
446 409 |
82,25 |
15 363 |
100,14 |
|
2025-08-12 |
13F |
Armor Investment Advisors, LLC
|
|
|
|
21 354 |
|
735 |
|
|
2025-08-22 |
NP |
FFNCX - Fidelity Asset Manager 40% Fidelity Advisor Asset Manager 40%: Class C
|
|
|
|
454 062 |
−20,15 |
15 626 |
−12,32 |
|
2025-08-14 |
13F |
Glenmede Investment Management, LP
|
|
|
|
16 274 |
|
560 |
|
|
2025-08-13 |
13F |
Financial Freedom, LLC
|
|
|
|
1 498 |
0,33 |
52 |
10,87 |
|
2025-08-01 |
13F |
Transcend Wealth Collective, Llc
|
|
|
|
7 521 |
|
259 |
|
|
2025-08-01 |
13F |
Motco
|
|
|
|
65 572 |
|
2 283 |
|
|
2025-07-17 |
13F |
Investment Advisory Services Inc /tx /adv
|
|
|
|
22 913 |
|
789 |
|
|
2025-07-21 |
13F |
Creative Capital Management Investments LLC
|
|
|
|
711 |
|
24 |
|
|
2025-08-22 |
NP |
FASMX - Fidelity Asset Manager 50%
|
|
|
|
2 327 910 |
−16,86 |
80 114 |
−8,71 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
56 |
|
2 |
|
|
2025-08-13 |
13F |
Summit Wealth Group Llc / Co
|
|
|
|
97 568 |
|
3 358 |
|
|
2025-08-05 |
13F |
Sigma Planning Corp
|
|
|
|
6 389 |
−6,15 |
220 |
2,82 |
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 85% Portfolio Investor Class
|
|
|
|
39 543 |
−65,52 |
1 239 |
−67,11 |
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
3 912 |
0,00 |
135 |
9,84 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-08 |
13F |
Rockefeller Capital Management L.P.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
2 007 |
−26,64 |
69 |
−18,82 |
|
2025-08-14 |
13F |
Hancock Whitney Corp
|
|
|
|
50 750 |
0,00 |
1 747 |
9,81 |
|
2025-07-07 |
13F |
Investors Research Corp
|
|
|
|
928 |
0,00 |
32 |
6,90 |
|
2025-08-22 |
NP |
FHLKX - Fidelity Health Savings Fund Class K
|
|
|
|
8 079 |
−7,71 |
278 |
1,46 |
|
2025-07-28 |
13F |
Kiker Wealth Management, LLC
|
|
|
|
593 |
0,00 |
20 |
11,11 |
|
2025-07-22 |
13F |
Net Worth Advisory Group
|
|
|
|
12 923 |
|
445 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
69 877 |
23,28 |
2 405 |
35,36 |
|
2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
4 500 |
0,16 |
155 |
24,19 |
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 70% Portfolio Investor Class
|
|
|
|
94 437 |
−65,73 |
2 960 |
−67,31 |
|
2025-07-30 |
13F |
D.a. Davidson & Co.
|
|
|
|
81 673 |
0,36 |
2 811 |
10,20 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
984 956 |
66,27 |
33 897 |
82,58 |
|
2025-08-15 |
13F |
First Heartland Consultants, Inc.
|
|
|
|
79 452 |
52,69 |
2 734 |
67,73 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
1 126 414 |
11 764,48 |
38 765 |
12 952,19 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
3 588 |
−30,19 |
123 |
−23,60 |
|
2025-08-08 |
13F |
RAM Investment Partners, LLC
|
|
|
|
5 888 |
|
203 |
|
|
2025-07-25 |
13F |
Concord Wealth Partners
|
|
|
|
432 |
0,23 |
15 |
7,69 |
|
2025-04-15 |
13F |
Noble Wealth Management PBC
|
|
|
|
97 457 |
4,31 |
3 054 |
−0,49 |
|
2025-08-07 |
13F |
Proficio Capital Partners LLC
|
|
|
|
10 695 |
−86,12 |
368 |
−84,76 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
28 201 |
|
971 |
|
|
2025-07-30 |
13F |
Demars Financial Group, LLC
|
|
|
|
16 387 |
−96,80 |
564 |
3 418,75 |
|
2025-08-14 |
13F |
Certified Advisory Corp
|
|
|
|
38 041 |
−2,73 |
1 309 |
6,86 |
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class
|
|
|
|
889 |
−64,92 |
28 |
−67,47 |
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
17 142 |
0,22 |
590 |
9,89 |
|
2025-08-04 |
13F |
IFG Advisory, LLC
|
|
|
|
35 183 |
444,04 |
1 211 |
499,01 |
|
2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
2 493 |
−9,67 |
86 |
−1,16 |
|
2025-07-29 |
13F |
Harbor Asset Planning, Inc.
|
|
|
|
19 267 |
|
663 |
|
|
2025-08-06 |
13F |
Prospera Financial Services Inc
|
|
|
|
6 723 |
0,34 |
231 |
10,00 |
|
2025-07-17 |
13F |
Fifth Third Securities, Inc.
|
|
|
|
40 750 |
1,19 |
1 402 |
11,09 |
|
2025-07-25 |
13F |
Atria Wealth Solutions, Inc.
|
|
|
|
172 540 |
49,92 |
5 938 |
64,64 |
|
2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
14 894 |
21,17 |
513 |
32,99 |
|
2025-07-30 |
13F |
Benin Management CORP
|
|
|
|
10 033 |
0,00 |
345 |
9,87 |
|
2025-04-25 |
13F |
TBH Global Asset Management, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
447 828 |
232,14 |
15 |
275,00 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
122 880 |
57,75 |
4 229 |
73,21 |
|
2025-07-15 |
13F |
Lynch & Associates/in
|
|
|
|
52 050 |
26,13 |
1 791 |
38,52 |
|
2025-08-14 |
13F |
Great Valley Advisor Group, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-22 |
NP |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class
|
|
|
|
90 269 |
−12,89 |
3 107 |
−4,34 |
|
2025-08-14 |
13F |
Marshall Investment Management, Llc
|
|
|
|
6 236 |
412,83 |
215 |
463,16 |
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
4 639 |
0,52 |
160 |
10,42 |
|
2025-04-15 |
13F |
Redhawk Wealth Advisors, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Synovus Financial Corp
|
|
|
|
37 178 |
|
1 280 |
|
|
2025-08-22 |
NP |
FSANX - Fidelity Asset Manager 60%
|
|
|
|
1 163 641 |
−15,38 |
40 046 |
−7,08 |
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
8 093 |
0,00 |
279 |
9,88 |
|
2025-08-08 |
13F |
Avantax Advisory Services, Inc.
|
|
|
|
38 932 |
11,28 |
1 340 |
22,17 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
46 |
|
2 |
|
|
2025-08-08 |
13F |
POM Investment Strategies, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-13 |
13F |
Mayfair Advisory Group, LLC
|
|
|
|
88 119 |
|
3 056 |
|
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
51 505 |
13,19 |
1 773 |
24,26 |
|
2025-08-07 |
13F |
Resources Investment Advisors, LLC.
|
|
|
|
190 850 |
4,04 |
6 568 |
14,25 |
|
2025-08-13 |
13F |
Capital Analysts, Inc.
|
|
|
|
1 760 733 |
−6,67 |
61 |
1,69 |
|
2025-07-14 |
13F |
Kfg Wealth Management, Llc
|
|
|
|
507 680 |
9,25 |
17 472 |
19,97 |
|
2025-07-24 |
13F |
Jfs Wealth Advisors, Llc
|
|
|
|
2 809 |
0,32 |
97 |
10,34 |
|
2025-07-15 |
13F |
Mather Group, Llc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-07 |
13F |
Traynor Capital Management, Inc.
|
|
|
|
16 392 |
0,20 |
568 |
10,74 |
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
2 803 |
0,32 |
96 |
10,34 |
|
2025-07-24 |
13F |
Williams & Novak, LLC
|
|
|
|
6 484 |
|
223 |
|
|
2025-08-12 |
13F |
J.w. Cole Advisors, Inc.
|
|
|
|
12 731 |
1,95 |
438 |
12,02 |
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
209 603 |
166,83 |
7 213 |
193,09 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
409 |
|
14 |
|
|
2025-08-14 |
13F |
Modern Wealth Management, LLC
|
|
|
|
8 095 |
0,32 |
279 |
10,32 |
|
2025-08-11 |
13F |
Anfield Capital Management, LLC
|
|
|
|
3 922 |
0,00 |
135 |
9,84 |
|
2025-05-15 |
13F |
Wealth Watch Advisors, INC
|
|
|
|
0 |
−100,00 |
0 |
−100,00 |
|
2025-07-10 |
13F |
Peoples Bank/KS
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-08 |
13F |
OmniStar Financial Group, Inc.
|
|
|
|
40 684 |
1,65 |
1 400 |
11,29 |
|
2025-08-12 |
13F |
Argent Trust Co
|
|
|
|
9 433 |
|
325 |
|
|
2025-07-18 |
13F |
Parkside Investments, LLC
|
|
|
|
440 337 |
0,45 |
15 154 |
10,32 |
|
2025-08-06 |
13F |
Mark Sheptoff Financial Planning, Llc
|
|
|
|
334 |
0,30 |
11 |
10,00 |
|
2025-08-12 |
13F |
Change Path, LLC
|
|
|
|
11 734 |
2,53 |
404 |
12,57 |
|
2025-07-11 |
13F |
LongView Wealth Management
|
|
|
|
138 016 |
−4,06 |
4 750 |
5,35 |
|
2025-08-14 |
13F |
Wiley Bros.-aintree Capital, Llc
|
|
|
|
10 574 |
|
364 |
|
|
2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
25 028 |
49,51 |
861 |
64,31 |
|
2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
182 |
0,00 |
6 |
20,00 |
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
1 267 668 |
13,12 |
44 |
22,86 |
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 60% Portfolio Investor Class
|
|
|
|
288 807 |
−65,11 |
9 051 |
−66,72 |
|
2025-07-21 |
13F |
HighMark Wealth Management LLC
|
|
|
|
11 |
|
0 |
|
|
2025-08-01 |
13F |
Gwn Securities Inc.
|
|
|
|
46 573 |
126,71 |
1 609 |
150,08 |
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
2 312 210 |
107,18 |
79 574 |
127,51 |
|
2025-08-14 |
13F |
Warren Averett Asset Management, LLC
|
|
|
|
6 588 |
|
227 |
|
|
2025-08-22 |
NP |
FTANX - Fidelity Asset Manager 30%
|
|
|
|
306 184 |
−24,96 |
10 537 |
−17,60 |
|
2025-08-14 |
13F |
Main Street Financial Solutions, LLC
|
|
|
|
5 952 |
|
205 |
|
|
2025-08-13 |
13F |
Johnson Financial Group, Inc.
|
|
|
|
3 200 |
0,00 |
110 |
10,00 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
3 764 |
2,14 |
130 |
12,17 |
|
2025-07-28 |
13F |
Ckw Financial Group
|
|
|
|
316 |
0,00 |
0 |
|
|
2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
1 280 |
|
44 |
|
|
2025-08-13 |
13F |
Holos Integrated Wealth LLC
|
|
|
|
1 200 |
|
42 |
|
|
2025-07-25 |
13F |
Hazlett, Burt & Watson, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-15 |
13F |
FMA Wealth Management, LLC
|
|
|
|
87 412 |
1,46 |
3 008 |
4,88 |
|
2025-08-04 |
13F |
Clear Investment Research, Llc
|
|
|
|
416 |
0,48 |
14 |
7,69 |
|
2025-05-12 |
13F |
Sandy Spring Bank
|
|
|
|
1 280 |
|
40 |
|
|
2025-08-12 |
13F |
Coldstream Capital Management Inc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-30 |
13F |
BG Investment Services, Inc.
|
|
|
|
37 557 |
−15,73 |
1 293 |
−7,38 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
14 983 |
−74,79 |
516 |
−72,30 |
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class
|
|
|
|
798 |
−51,34 |
25 |
−52,83 |
|
2025-08-12 |
13F |
Pathstone Holdings, LLC
|
|
|
|
185 953 |
−1,22 |
6 400 |
8,42 |
|
2025-08-05 |
13F |
Huntington National Bank
|
|
|
|
|
|
82 911 |
13,80 |
|
2025-08-19 |
13F |
Asset Dedication, LLC
|
|
|
|
908 |
0,00 |
31 |
10,71 |
|
2025-08-06 |
13F |
Adviser Investments LLC
|
|
|
|
11 133 |
0,32 |
383 |
10,37 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
14 561 |
43,61 |
508 |
59,94 |
|
2025-08-22 |
NP |
FASIX - Fidelity Asset Manager 20%
|
|
|
|
618 025 |
−31,44 |
21 269 |
−24,72 |
|
2025-07-15 |
13F |
Evanson Asset Management, LLC
|
|
|
|
21 384 |
0,32 |
736 |
10,03 |
|
2025-08-06 |
13F |
Stone House Investment Management, LLC
|
|
|
|
8 540 |
|
294 |
|
|
2025-07-31 |
13F |
Strata Wealth Advisors, LLC
|
|
|
|
66 079 |
|
2 274 |
|
|
2025-07-17 |
13F |
Sound Income Strategies, LLC
|
|
|
|
6 618 |
0,00 |
228 |
9,66 |
|
2025-07-09 |
13F |
Breakwater Capital Group
|
|
|
|
11 889 |
−3,22 |
409 |
6,51 |
|
2025-08-14 |
13F |
Qube Research & Technologies Ltd
|
|
|
|
1 079 |
−8,79 |
37 |
0,00 |
|
2025-08-06 |
13F |
Mcrae Capital Management Inc
|
|
|
|
31 737 |
|
1 092 |
|
|
2025-07-09 |
13F |
Fermata Advisors, LLC
|
|
|
|
10 595 |
|
365 |
|
|
2025-08-07 |
13F |
PFG Advisors
|
|
|
|
97 020 |
39,24 |
3 339 |
52,91 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
18 375 |
21,14 |
632 |
33,05 |
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
9 276 |
21,64 |
319 |
27,60 |
|
2025-08-15 |
13F |
Equitable Holdings, Inc.
|
|
|
|
44 678 |
78,06 |
1 538 |
95,55 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
105 |
|
4 |
|
|
2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
144 809 |
18,86 |
4 984 |
30,51 |
|
2025-07-23 |
13F |
InTrack Investment Management Inc
|
|
|
|
61 676 |
768,19 |
2 123 |
855,86 |
|
2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
2 450 |
15,62 |
84 |
27,27 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
10 256 |
−24,13 |
353 |
−20,72 |
|
2025-08-12 |
13F |
Coston, McIsaac & Partners
|
|
|
|
1 011 |
0,30 |
0 |
|
|
2025-08-08 |
13F |
Smithfield Trust Co
|
|
|
|
10 715 |
48,51 |
0 |
|
|
2025-08-14 |
13F |
Sunbelt Securities, Inc.
|
|
|
|
20 579 |
0,29 |
676 |
5,13 |
|
2025-05-06 |
13F |
Pinnacle Associates Ltd
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-18 |
13F |
Broadway Wealth Solutions, Inc.
|
|
|
|
148 955 |
|
5 126 |
|
|
2025-07-29 |
13F |
Fundamentun, Llc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
891 |
|
0 |
|
|
2025-08-13 |
13F |
Continuum Advisory, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-29 |
13F |
Stratos Wealth Advisors, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-05-27 |
NP |
Variable Insurance Products Fund V - FundsManager 50% Portfolio Investor Class
|
|
|
|
164 183 |
−66,08 |
5 145 |
−67,65 |
|
2025-07-16 |
13F |
Evergreen Private Wealth LLC
|
|
|
|
26 293 |
−9,08 |
905 |
−0,22 |
|
2025-07-31 |
13F |
Glass Jacobson Investment Advisors llc
|
|
|
|
1 809 |
0,67 |
62 |
5,08 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
23 439 |
3,95 |
807 |
14,16 |
|
2025-08-22 |
NP |
FAMRX - Fidelity Asset Manager 85%
|
|
|
|
1 657 124 |
−11,70 |
57 029 |
−3,04 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
2 605 653 |
140,75 |
89 673 |
164,36 |
|