Grundläggande statistik
| Institutionella ägare | 673 total, 673 long only, 0 short only, 0 long/short - change of 8,53% MRQ |
| Genomsnittlig portföljallokering | 0.6708 % - change of −4,73% MRQ |
| Institutionella aktier (lång) | 314 607 588 (ex 13D/G) - change of 18,39MM shares 6,21% MRQ |
| Institutionellt värde (lång) | $ 12 342 986 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab Fundamental International Equity ETF (US:FNDF) har 673 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 314,607,588 aktier. Största aktieägare inkluderar Charles Schwab Investment Management Inc, Wealth Enhancement Advisory Services, Llc, Regions Financial Corp, Auto-Owners Insurance Co, Bank Of America Corp /de/, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Morgan Stanley, CI Private Wealth, LLC, and Victory Capital Management Inc .
Schwab Strategic Trust - Schwab Fundamental International Equity ETF (ARCA:FNDF) 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 10, 2025 is 42,56 / share. Previously, on September 11, 2024, the share price was 35,90 / share. This represents an increase of 18,55% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 17 966 | 94,99 | 719 | 116,27 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43 676 | 432,12 | 1 761 | 494,59 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 82 694 | −5,52 | 3 309 | 4,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 107 947 | 56,96 | 84 360 | 73,81 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 25 030 | 0,00 | 1 002 | 10,73 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 178 | −23,54 | 207 | −15,16 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 5 171 | 207 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 719 | 0,00 | 69 | 9,68 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 177 885 | −9,97 | 7 119 | −0,31 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 102 | 4 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 146 664 554 | −1,58 | 5 869 515 | 8,98 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14 850 | −0,46 | 594 | 10,20 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 433 071 | 3,11 | 57 352 | 14,17 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 904 | 0,00 | 396 | 10,92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 309 | −26,78 | 12 | −20,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 233 | 9 | ||||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 52 437 | 0,00 | 2 099 | 6,44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17 199 | −6,32 | 688 | 3,77 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 791 | 0,00 | 72 | 10,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 126 | 12,38 | 365 | 24,57 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 157 395 | 4,87 | 6 299 | 16,13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 322 | 5,02 | 93 | 15,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 32 826 | 117,03 | 1 314 | 140,48 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 413 613 | 3,94 | 16 553 | 15,10 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 104 | 0,00 | 44 | 12,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 835 | −29,04 | 1 154 | −21,46 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15 101 | −18,95 | 604 | −10,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 639 290 | 8,77 | 25 584 | 20,45 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 11 150 | 0,00 | 446 | 10,95 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 230 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 319 | 8,14 | 13 | 20,00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 7 407 | 0,00 | 296 | 10,86 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 83 045 | −9,80 | 3 323 | −0,12 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 895 | 12,42 | 516 | 24,64 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3 329 | 0,00 | 133 | 10,83 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51 144 | 0,49 | 2 047 | 11,26 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9 911 | 396 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9 983 | −2,23 | 400 | 8,13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 44 439 | 7,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 725 | 0,00 | 29 | 11,54 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 167 | −14,19 | 47 | −6,12 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23 873 | 955 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14 087 | −23,49 | 564 | −15,34 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JB Capital LLC | 48 002 | 159,85 | 1 921 | 188,01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 367 | 10,31 | 1 175 | 22,14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | −98,44 | 111 | 378,26 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 57 698 | −12,34 | 2 309 | −2,90 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 924 623 | 19,87 | 37 003 | 32,74 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 90 096 | 112,59 | 3 606 | 135,47 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 649 746 | −4,57 | 26 003 | 5,67 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 12 301 | 492 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 714 150 | 4,36 | 29 | 16,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99 351 | 15,91 | 3 976 | 28,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 70 297 | 11,87 | 2 813 | 23,92 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28 674 | −8,49 | 1 142 | 0,88 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 534 | 64,29 | 382 | 82,30 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 6 133 | 0,18 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 500 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 204 | 528 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40 167 | 42,21 | 1 607 | 57,55 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 44 330 | 10,43 | 1 774 | 22,34 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 26 011 | 463,50 | 1 041 | 526,51 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 993 | 0,07 | 640 | 10,92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 330 407 | 1,43 | 53 243 | 12,32 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29 956 | 126,03 | 1 199 | 150,63 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 664 051 | 5,26 | 26 575 | 16,57 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 152 | 0,00 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 002 416 | 2,66 | 40 117 | 13,68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78 704 | −4,12 | 3 150 | 6,17 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 168 573 | 5,89 | 6 746 | 17,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 4 440 | 0,00 | 178 | 10,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 044 759 | −28,22 | 41 749 | −20,66 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 323 | 0,00 | 13 | 9,09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 13 666 | 4,83 | 547 | 15,92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 132 579 | 10,06 | 5 306 | 21,87 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 185 | 7 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 955 383 | 21,58 | 238 334 | 34,63 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 6 214 | 0,00 | 249 | 10,71 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 52 894 | −3,89 | 2 124 | 6,52 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 134 | 31,71 | 45 | 45,16 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 6 545 | −0,15 | 262 | 10,59 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 188 872 | 9,67 | 7 559 | 21,45 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 518 | −27,02 | 261 | −19,25 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 14 226 | −4,40 | 569 | 5,96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 56 387 | 1,31 | 2 257 | 12,18 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 829 | 33 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 121 | 0,00 | 395 | 8,84 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 970 867 | −3,36 | 38 854 | 7,02 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 621 | 96,25 | 65 | 120,69 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 11 615 | 0,00 | 465 | 10,74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56 750 | 44,70 | 2 271 | 60,27 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13 027 | 521 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 1 571 | 0,00 | 63 | 10,71 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 187 136 | 10,34 | 7 489 | 22,19 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 38 355 | −7,78 | 1 535 | 2,06 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 29 086 | −1,09 | 1 164 | 9,60 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 6 422 | 0,00 | 257 | 10,78 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 48 023 | −1,38 | 1 922 | 9,21 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 247 287 | −3,19 | 9 896 | 7,20 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8 915 | 5,30 | 363 | 17,53 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 16 654 | 0,00 | 666 | 10,82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133 887 | 41,95 | 5 358 | 55,98 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 184 651 | 0,84 | 7 390 | 11,67 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 60 799 | −0,34 | 2 433 | 10,39 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 993 | 0,50 | 960 | 11,37 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 628 | −2,76 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 11 000 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 421 | 0,00 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 68 384 | 111,02 | 2 735 | 131,50 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 020 | 201 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 5 208 | 208 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 388 | 256 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 593 | 224 | ||||||
| 2025-07-07 | 13F | Trust Co | 1 141 979 | 0,18 | 45 702 | 10,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 453 | −3,20 | 138 | 7,81 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 19 411 | 0,19 | 777 | 10,86 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 27 032 | 4,22 | 1 082 | 15,37 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 33 753 | 0,00 | 1 351 | 10,75 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 283 772 | −2,75 | 11 357 | 7,68 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 560 | 0,00 | 22 | 10,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 195 181 | 125,24 | 7 811 | 149,47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 585 | 11,36 | 424 | 23,32 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 34 808 | −0,09 | 1 393 | 10,64 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6 653 | −8,99 | 266 | 0,76 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 28 096 | 13,22 | 1 124 | 25,45 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3 652 | 0,00 | 146 | 11,45 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 758 098 | 8,69 | 30 339 | 20,36 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 234 | −10,28 | 91 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 331 986 | 0,85 | 13 286 | 11,68 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 4 289 070 | −25,86 | 171 649 | −17,90 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 142 219 | −2,16 | 5 692 | 8,34 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 768 864 | 294,82 | 30 770 | 337,25 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 227 | −11,14 | 289 | −1,37 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 354 | 0,57 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 342 | 0,00 | 0 | |||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 91 560 | 26,62 | 3 664 | 40,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 209 | 35,39 | 369 | 50,20 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 973 554 | 9,56 | 38 962 | 21,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76 242 | 75,86 | 3 | 200,00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 13 114 | 2,63 | 525 | 13,67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51 987 | −0,83 | 2 081 | 9,82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 44 348 | −2,06 | 1 775 | 8,44 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 630 320 | 4,59 | 25 225 | 15,82 | ||||
| 2025-05-15 | 13F | Glenview Trust Co | 7 720 | 0,00 | 256 | 0,00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 17 407 | 42,94 | 697 | 58,18 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13 710 | −77,60 | 549 | −75,21 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 245 635 | 0,08 | 9 830 | 10,82 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 253 445 | 0,11 | 10 143 | 10,85 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 22 599 | 8,65 | 904 | 20,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 634 967 | 38,16 | 25 411 | 53,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 724 | −3,28 | 269 | 7,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 296 933 | −15,89 | 11 884 | −6,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43 096 | 20,71 | 1 725 | 33,64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 983 420 | 12,63 | 39 356 | 24,72 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 8 000 | 0,00 | 320 | 10,73 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 089 | −5,00 | 364 | 5,22 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16 786 | 12,85 | 672 | 25,14 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 89 600 | 35,38 | 3 586 | 49,94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 520 | 261 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 82 341 | −4,69 | 3 295 | 5,54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 393 841 | −1,69 | 15 762 | 8,87 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 298 | 0,00 | 12 | 10,00 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 13 992 | 1,54 | 560 | 12,47 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 12 201 | 0,00 | 488 | 10,91 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26 602 | −1,69 | 1 065 | 8,90 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 421 442 | −21,60 | 16 866 | −13,18 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 776 731 | −1,25 | 31 085 | 9,35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 611 073 | 320,39 | 104 495 | 365,54 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 88 152 | 7,46 | 3 528 | 18,99 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 541 | 0,56 | 22 | 10,53 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 7 212 | −38,13 | 289 | −31,59 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 15 589 | 0,00 | 624 | 10,66 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 313 | −8,53 | 2 374 | 5,80 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 20 932 | 1,75 | 838 | 12,65 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 486 031 | −23,14 | 19 451 | −14,89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 22 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76 772 | 12,64 | 3 072 | 24,73 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 354 | 254 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 178 799 | 56,42 | 7 156 | 73,20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18 541 | −9,93 | 742 | −0,13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 79 819 | −3,35 | 3 194 | 7,04 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 728 | 29 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 7 640 | −1,86 | 306 | 8,54 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 248 098 | 5,02 | 9 929 | 16,29 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 39 882 | −5,21 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 361 | 0,00 | 14 | 7,69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46 843 | −0,30 | 1 875 | 10,37 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 74 249 | 6,47 | 2 971 | 17,90 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 130 488 | −0,56 | 5 222 | 10,12 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 14 836 | 12,32 | 1 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 54 861 | −0,10 | 2 196 | 10,64 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 436 472 | −2,10 | 57 488 | 8,41 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 156 328 | 37,82 | 6 256 | 52,62 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323 583 | 12,03 | 12 950 | 24,06 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 828 746 | −0,94 | 66 091 | 7,79 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 659 | 226 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 398 508 | 27,92 | 55 968 | 41,66 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 521 | 21,83 | 350 | 38,89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 710 588 | 28 780,43 | 68 458 | 31 889,25 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 632 | 0,00 | 25 | 13,64 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 62 059 | 2 484 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 085 | 83 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66 228 | 30,03 | 2 650 | 42,78 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37 438 | 18,86 | 1 498 | 31,63 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 216 | 209 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15 525 | 621 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 22 258 | 0,00 | 891 | 10,70 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 113 386 | −18,68 | 3 766 | −25,27 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 94 731 | 0,00 | 3 791 | 10,75 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 5 372 | −6,57 | 215 | 3,38 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 66 | 127,59 | 3 | 100,00 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 37 466 | 0,05 | 1 499 | 10,79 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 304 703 | −5,06 | 12 194 | 5,14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14 580 | −15,06 | 583 | −5,97 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 685 486 | 2,89 | 27 433 | 13,94 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 61 135 | 18,58 | 2 447 | 31,29 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30 010 | −23,54 | 1 201 | −15,30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198 224 | −12,20 | 7 933 | −2,77 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 54 106 | −13,58 | 2 165 | −4,29 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 5 908 | 0,54 | 236 | 11,32 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 29 468 | 60,11 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49 687 | 13,31 | 1 988 | 25,51 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 119 162 | −7,00 | 4 769 | 2,98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 47 785 | −10,70 | 1 912 | −1,09 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 170 | 0,00 | 447 | 10,92 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 205 809 | −24,19 | 8 236 | −16,05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17 516 | 0,00 | 701 | 10,58 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 780 | 394 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 524 | 120,24 | 101 | 143,90 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 155 323 | −32,13 | 6 216 | −24,84 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 6 186 | 0,00 | 248 | 10,76 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 239 208 | 17,65 | 9 573 | 30,28 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 167 606 | −16,39 | 6 708 | −7,43 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 784 307 | 5,44 | 31 388 | 16,76 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 63 | 3 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 149 687 | −1,63 | 6 062 | 11,62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15 874 | 0,00 | 635 | 10,82 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 164 758 | −1,39 | 6 594 | 9,19 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 21 140 | −7,73 | 846 | 2,17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 000 | 13,12 | 1 000 | 25,31 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 34 900 | 0,15 | 1 261 | 8,99 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 15 161 | 607 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 74 069 | 15,47 | 2 964 | 27,87 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 19 207 | −0,97 | 769 | 9,71 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90 651 | 110,37 | 4 | 200,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110 347 | 4,13 | 4 416 | 15,33 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 555 | 0 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 160 | 0,38 | 126 | 11,50 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21 494 | 13,74 | 860 | 26,10 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 435 | −42,50 | 338 | −36,42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 132 587 | 11,95 | 5 306 | 23,97 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 1 557 | 0,00 | 62 | 10,71 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 405 639 | 1,72 | 16 234 | 12,64 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 56 686 | 2,21 | 2 269 | 13,17 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6 574 | 0,52 | 263 | 11,44 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 266 | 11 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 216 | 0,09 | 449 | 10,89 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 22 206 | −4,35 | 889 | 5,84 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 34 596 | 4,64 | 1 385 | 15,91 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9 144 | 24,44 | 366 | 37,74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 783 | −9,86 | 872 | −0,23 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 72 714 | −9,01 | 2 910 | 0,76 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 50 | 0,00 | 2 | 100,00 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 144 959 | 20,71 | 5 801 | 33,66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 6 021 | 0,00 | 241 | 10,60 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7 833 | 1,28 | 313 | 12,19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9 035 | −4,19 | 362 | 6,18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90 998 | 106,13 | 3 642 | 128,28 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 9 088 | 0,00 | 368 | 16,46 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 33 162 | 0,37 | 1 327 | 11,14 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7 873 | 285 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 12 789 | −10,98 | 512 | −1,54 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 107 550 | 163,28 | 4 304 | 191,60 | ||||
| 2025-05-14 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 429 | −33,63 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 746 | 0,00 | 70 | 9,52 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78 032 | 197,11 | 3 123 | 228,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 018 | −45,58 | 321 | −34,56 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26 476 | −23,32 | 1 060 | −15,08 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 714 | 545,65 | 229 | 635,48 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 71 441 | 4,51 | 2 893 | 17,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179 350 | 34,59 | 7 178 | 49,02 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9 874 | −21,64 | 395 | −13,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 504 | −22,02 | 220 | −15,38 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 128 459 | 1,06 | 5 141 | 11,91 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 893 | 5,19 | 436 | 16,31 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 46 912 | −44,24 | 1 877 | −38,26 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8 189 | −3,83 | 328 | 6,51 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 272 | 291 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 040 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 110 576 | 3,91 | 4 425 | 15,08 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 786 | 0,00 | 71 | 10,94 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10 735 | 238,64 | 430 | 276,32 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 200 476 | 0,52 | 8 023 | 11,32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 44 833 | 29,98 | 1 794 | 56,68 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 16 452 | −2,52 | 658 | 8,05 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 39 711 | −7,63 | 1 589 | 2,32 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6 364 | 0,44 | 255 | 10,92 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 352 | 0,00 | 14 | 16,67 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 158 961 | 6 362 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 11 260 | 10,61 | 451 | 22,62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 86 595 | 7,00 | 3 466 | 18,50 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 684 534 | 2,17 | 27 395 | 13,14 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 94 604 | 40,38 | 3 786 | 55,48 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 955 | 0,10 | 38 | 11,76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80 658 | 8,69 | 3 228 | 20,32 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 71 097 | 5,72 | 2 975 | 18,29 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 501 | 0,00 | 300 | 10,70 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 5 455 | 0,00 | 218 | 10,66 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 15 175 | −2,88 | 607 | 7,62 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 37 900 | −5,96 | 1 517 | 4,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 861 | 4,67 | 1 355 | 16,41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 600 | 224 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 350 189 | −5,49 | 54 035 | 4,66 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 202 538 | 54,06 | 8 106 | 85,64 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 16 159 | −0,79 | 647 | 9,86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17 742 | −1,85 | 710 | 8,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86 123 | 3 447 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 670 | 1,85 | 1 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2 312 | 18,26 | 93 | 31,43 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 234 137 | 107,53 | 9 370 | 150,13 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 11 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 461 | 459 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 921 668 | 4,73 | 685 328 | 17,36 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 504 303 | −0,67 | 20 182 | 10,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 9 059 | 8,63 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 19 420 | 11,09 | 777 | 23,14 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 48 503 | 5,70 | 1 941 | 17,07 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 7 539 | 0,00 | 302 | 10,66 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 296 | 12 | ||||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 14 968 | 0,00 | 599 | 10,93 | ||||
| 2025-07-29 | 13F | Creekside Partners | 32 994 | 0,05 | 1 320 | 10,83 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 876 | 275 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 112 | 4 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 153 | 46 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 43 645 | 0,00 | 1 747 | 10,72 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 273 923 | 26,35 | 10 962 | 39,91 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 185 | 0,00 | 47 | 11,90 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 346 | 361 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 21 948 | 828 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 356 | −0,28 | 14 | 16,67 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 99 402 | 9,63 | 3 978 | 21,43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 681 707 | 0,68 | 27 282 | 11,49 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 804 228 | −1,39 | 32 | 10,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 929 210 | 4,38 | 237 287 | 15,59 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 210 182 | 1,46 | 8 411 | 12,34 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 321 | 0,00 | 13 | 9,09 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 730 | 0,00 | 237 | 13,46 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 403 599 | −0,22 | 16 152 | 10,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 478 | 379 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 747 | −33,81 | 870 | −26,71 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 049 | −29,06 | 402 | −21,33 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 11 929 | 2,08 | 477 | 13,03 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 441 260 | 5,79 | 17 659 | 17,16 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 64 024 | 2,82 | 2 562 | 13,87 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 987 | 6,38 | 520 | 17,69 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 829 | −7,19 | 433 | 2,85 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 121 | 45 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 102 | 4 | −94,34 | |||||
| 2025-07-31 | 13F | DDD Partners, LLC | 30 166 | 1,83 | 1 207 | 12,80 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 224 165 | −0,40 | 8 971 | 10,29 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 755 | 0,00 | 30 | 11,11 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 233 710 | −0,48 | 9 353 | 10,20 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 371 | 0,00 | 15 | 7,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 586 | −11,53 | 224 | −2,19 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 819 | 633 | ||||||
| 2025-07-11 | 13F | Bell Bank | 7 111 | 0,00 | 285 | 10,94 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 36 929 | 293,78 | 1 478 | 336,98 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 834 | −2,43 | 514 | 8,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 768 | −8,73 | 1 312 | 1,16 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 193 918 | 23,05 | 7 761 | 36,26 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 130 | 5 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 13 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 303 | 0,46 | 52 | 13,04 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 55 006 | 105,20 | 2 201 | 127,38 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 32 536 | 0,01 | 1 302 | 10,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 6 829 | 279 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 2 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7 933 | 5,55 | 317 | 16,97 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 7 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21 125 | −3,33 | 845 | 7,10 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 113 350 | −1,33 | 4 536 | 9,27 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5 600 | 224 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 941 | 0,00 | 38 | 8,82 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 510 193 | −3,40 | 20 418 | 6,97 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 072 | 0,00 | 163 | 10,20 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 45 111 | 1 805 | ||||||
| 2025-07-17 | 13F | First County Bank /CT/ | 24 277 | 0,00 | 972 | 10,72 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 46 674 | −1,48 | 1 868 | 9,05 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 101 382 | 24,45 | 4 057 | 49,98 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 30 335 | 104,07 | 1 214 | 126,07 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 5 427 | −6,94 | 217 | 3,33 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 060 | 0,67 | 443 | 11,34 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 178 180 | 7,25 | 7 131 | 18,77 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 7 593 | 0,53 | 304 | 11,40 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 18 278 | 731 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 15 781 | 11,23 | 632 | 23,24 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25 153 | −7,00 | 881 | −8,52 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1 049 211 | −22,52 | 41 989 | −6,64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 096 | 184,29 | 444 | 214,89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 052 588 | 0,89 | 242 225 | 11,72 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 796 | 0,00 | 72 | 10,94 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 2 800 | 0,00 | 112 | 10,89 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 376 251 | −1,25 | 15 058 | 9,35 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 5 274 | 211 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 722 | 0,00 | 29 | 7,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 849 185 | −0,66 | 33 984 | 10,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 047 | 9,67 | 1 283 | 21,40 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 43 982 | −16,41 | 1 760 | −7,42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 123 | 5 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 83 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 117 | 7,75 | 925 | 19,35 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 715 | 309 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 105 942 | −3,72 | 4 240 | 6,61 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10 980 | 0,00 | 439 | 10,86 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 857 | 354 | ||||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 888 264 | −14,64 | 35 548 | −5,47 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 23 132 | −2,05 | 926 | 8,44 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5 188 | 208 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 856 676 | 34 284 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 48 544 | −1,01 | 1 943 | 9,59 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 218 064 | 161,35 | 8 727 | 189,42 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 264 302 | 1,65 | 10 577 | 12,56 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 103 | 4 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 445 | 78,84 | 298 | 98,00 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 46 154 | 13,75 | 1 847 | 25,99 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 339 194 | −2,67 | 13 575 | 7,77 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 401 | 16 | ||||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 380 | 9,76 | 295 | 21,40 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 129 | 205 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 317 | 0,00 | 13 | 9,09 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 762 | 0,00 | 30 | 11,11 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 617 | 0,00 | 225 | 10,89 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 181 | 0,56 | 7 | 16,67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 505 | 0,00 | 220 | 11,11 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 12 807 | −1,82 | 513 | 8,70 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 339 | 0,00 | 54 | 10,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 843 | −0,23 | 514 | 10,32 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 906 | −10,37 | 677 | 11,18 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5 873 | −13,77 | 235 | −4,47 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5 290 | 212 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 55 847 | −1,45 | 2 235 | 9,08 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 494 | 0,00 | 20 | 18,75 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17 742 | −1,36 | 710 | 9,23 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35 698 | 0,00 | 1 429 | 10,70 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 8 673 | 347 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 451 | −0,94 | 298 | 9,96 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 219 651 | 0,03 | 8 790 | 10,78 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 46 970 | −4,54 | 1 880 | 5,68 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 510 | 0,00 | 60 | 11,11 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 24 230 | 0,00 | 970 | 10,74 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 32 300 | 83,92 | 1 292 | 103,79 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 855 170 | 10,15 | 34 224 | 21,97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 791 | 0,00 | 272 | 10,61 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602 | 0,50 | 24 | 14,29 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 23 351 | 0,90 | 934 | 11,72 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 66 834 | 9,86 | 2 675 | 21,66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 245 | −0,16 | 341 | 11,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 230 | 9 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 127 324 | 20,81 | 5 096 | 33,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 935 287 | 7,06 | 277 550 | 18,56 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 368 | 0,00 | 15 | 7,69 | ||||
| 2025-07-16 | 13F | American National Bank | 1 046 | −8,57 | 42 | 0,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 661 | 26 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 658 | 228 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 9 708 841 | −14,52 | 388 548 | −5,34 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8 434 | −1,92 | 338 | 8,71 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 7 659 | 306 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28 140 | −20,94 | 1 126 | −12,44 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 077 | 0,00 | 43 | 13,16 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 31 370 | −18,14 | 1 250 | −9,75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 114 | −94,36 | 45 | −93,84 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7 199 | 288 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45 989 | −0,33 | 1 840 | 10,38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 363 316 | −0,24 | 14 540 | 10,47 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 28 615 | 39,50 | 1 145 | 54,52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 405 542 | 4,61 | 16 230 | 15,85 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 471 | −62,58 | 59 | −59,15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 011 | −49,26 | 80 | −44,06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 203 830 | 81,40 | 208 257 | 100,88 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 696 | 0,00 | 28 | 8,00 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 24 845 | −8,73 | 994 | 1,12 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 81 879 | −2,60 | 3 277 | 7,83 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 11 687 | 56,33 | 468 | 72,96 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 18 507 | 1,34 | 741 | 12,29 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 1 379 | −1,57 | 55 | 10,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 698 488 | 1 798,71 | 107 993 | 2 002,67 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 146 960 | −3,72 | 5 873 | 6,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 99 633 | 4 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 433 047 | 4 932,50 | 17 331 | 5 472,35 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 23 323 | 4,55 | 1 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 461 | 18,59 | 819 | 43,01 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 428 631 | −4,84 | 51 631 | 3,55 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 24 766 | 991 | ||||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 7 985 | 1,67 | 320 | 12,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 218 104 | 28,12 | 88 769 | 41,87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 565 | 11,06 | 1 263 | 22,98 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7 203 | 17,14 | 288 | 29,73 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 98 | 4 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 31 094 | 1 244 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 10 907 | 0,00 | 436 | 10,66 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11 627 | −6,99 | 465 | 3,10 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 280 358 | −9,76 | 11 220 | −0,08 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 17 789 | 169,04 | 712 | 198,74 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 158 849 | −22,47 | 46 377 | −14,14 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 168 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 269 770 | 0,35 | 10 958 | 10,44 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 107 093 | 7,45 | 4 286 | 18,99 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 5 164 | 207 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5 309 | −12,98 | 212 | 4,95 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20 977 | 26,90 | 839 | 40,54 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27 091 | 155,07 | 1 084 | 183,03 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2 522 946 | −2,44 | 101 | 7,53 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 138 477 | 2 280,15 | 5 542 | 2 538,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 16 936 | 43,27 | 1 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 19 815 | 0,89 | 821 | 15,80 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11 612 | 0,00 | 465 | 10,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 529 291 | 26,20 | 21 182 | 39,75 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 213 | 0,00 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 309 884 | 1,87 | 12 402 | 12,81 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 6 496 | 260 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 267 | 3,75 | 371 | 14,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28 670 | 116,12 | 1 147 | 139,46 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 524 | 301 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 485 | −2,61 | 270 | 8,00 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 13 085 | 524 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10 782 | 0,49 | 431 | 11,37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 33 352 | 0,07 | 1 335 | 10,80 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 47 428 | 1 898 | ||||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 367 541 | −0,22 | 14 709 | 10,50 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5 230 | 209 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 046 | 162 | ||||||
| 2025-07-16 | 13F | Novem Group | 79 634 | −4,35 | 3 187 | 5,92 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 506 488 | 25,58 | 20 270 | 39,07 | ||||
| 2025-05-02 | 13F | Fortress Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 130 632 | −1,51 | 5 228 | 9,05 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 717 456 | −13,52 | 27 995 | −5,02 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 591 | 304 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 66 398 | 6,65 | 2 657 | 18,09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 364 328 | 26,14 | 15 | 40,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 814 | 33 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 646 | 26 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 49 128 | −39,27 | 1 966 | −32,74 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 19 571 | 0,00 | 783 | 10,75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 23 486 | 940 | ||||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158 521 | −0,91 | 6 344 | 9,72 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 451 | 298 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 24 799 | 263,94 | 992 | 303,25 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 536 476 | −2,92 | 21 | 10,53 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 784 531 | 2,56 | 31 397 | 13,57 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 480 682 | 3,16 | 19 237 | 13,27 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1 544 | 0 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 302 | 985,00 | 52 | 1 200,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 599 | −5,21 | 264 | 5,18 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 5 216 | 209 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 584 198 | −4,47 | 23 380 | 5,79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 945 | 23,05 | 598 | 36,53 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 323 | 0,00 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5 670 | −0,94 | 227 | 9,71 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 47 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 35 034 | 0,11 | 1 402 | 10,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 476 609 | 2,80 | 19 074 | 13,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27 544 | 12,24 | 1 102 | 24,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 404 410 | 94,89 | 16 185 | 115,82 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 803 273 | −21,29 | 112 175 | −12,85 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 905 | 0,00 | 36 | 12,50 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24 231 | 14,77 | 970 | 27,17 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 147 988 | 1 254,09 | 5 922 | 1 403,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 29 411 | 12,98 | 1 177 | 25,21 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11 228 | 9,16 | 449 | 21,02 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 554 053 | −1,00 | 22 173 | 9,64 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6 204 | −17,38 | 248 | −8,49 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7 013 | −2,96 | 281 | 7,28 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 36 919 | 2,37 | 1 477 | 13,35 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Verde Capital Management | 851 907 | 4,49 | 34 093 | 15,71 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 046 624 | 1,36 | 41 886 | 12,24 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6 667 | 267 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 073 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 139 572 | −0,89 | 6 | 0,00 | ||||
| 2025-08-01 | 13F | Motco | 6 095 | 244 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 42 196 | 15,09 | 1 689 | 27,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 775 | −13,33 | 71 | −4,05 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 19 036 | 0,00 | 762 | 10,77 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 98 454 | 0,96 | 3 940 | 11,80 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 140 529 | −40,79 | 5 483 | −34,97 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 268 | 0,37 | 11 | 11,11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 596 | 24,20 | 64 | 36,96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 12 600 | 50,83 | 504 | 67,44 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10 444 | 52,29 | 418 | 83,70 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 50 652 | 9,09 | 2 027 | 20,80 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 225 680 | 5,64 | 9 032 | 16,98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 498 693 | 63,57 | 19 958 | 81,08 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 59 098 | −36,97 | 2 365 | −30,19 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 411 | 60,55 | 16 | 77,78 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 160 881 | 157,07 | 6 438 | 184,74 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 149 910 | −9,47 | 5 999 | 0,25 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 337 | 0,00 | 14 | 8,33 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 470 | 0,00 | 19 | 12,50 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6 178 | 0,00 | 247 | 10,76 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 99 158 | −0,08 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 9 383 | 0,00 | 376 | 10,62 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 3 162 | 119,28 | 127 | 142,31 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 246 | 0,00 | 10 | 12,50 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 8 461 | 0,00 | 339 | 10,82 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9 995 | 11,41 | 361 | 21,55 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 5 999 | 0,00 | 240 | 11,11 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 189 607 | 2,21 | 7 588 | 13,19 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 51 | −85,17 | 2 | −83,33 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 1 146 101 | −26,05 | 44 721 | −18,79 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14 717 | 0,53 | 589 | 11,15 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 937 | 5,98 | 158 | 17,16 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 713 141 | 4,04 | 28 540 | 15,21 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 7 700 | −1,00 | 308 | 9,61 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2 905 155 | −8,31 | 113 359 | 0,70 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25 654 | −15,68 | 1 027 | −6,64 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 185 984 | 1 902,84 | 7 443 | 2 218,69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3 567 | 0,42 | 143 | 10,94 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 14 239 | −0,38 | 570 | 10,27 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 173 625 | 3,15 | 7 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 060 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 799 671 | 2,88 | 32 003 | 13,93 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 647 | 0,49 | 66 | 10,17 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 40 424 | −0,17 | 1 618 | 10,53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 107 | 0,00 | 44 | 10,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 752 | −0,10 | 230 | 10,58 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 17 272 | 9,70 | 691 | 21,44 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 843 | 47,64 | 34 | 70,00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 631 963 | 1,10 | 25 291 | 11,95 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6 446 | 0,00 | 258 | 10,78 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 8 353 000 | 788,64 | 333 828 | 856,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 934 | 9,02 | 398 | 20,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 405 048 | −9,74 | 16 210 | −0,05 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 19 697 | 0,00 | 788 | 10,83 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 412 224 | 1,09 | 16 497 | 11,94 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 22 076 | −93,98 | 1 | −100,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 61 480 | 2,54 | 2 222 | 11,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 116 | 11,02 | 76 | 20,63 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 6 500 | −0,25 | 260 | 10,64 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 58 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 5 470 | 219 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 331 | 19,06 | 13 | 30,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 114 233 | 6,46 | 4 572 | 17,90 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 138 377 | 23,37 | 5 538 | 36,61 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4 277 | −5,88 | 171 | 4,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64 225 | 5,04 | 2 570 | 16,34 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 94 919 | −13,85 | 3 430 | −3,57 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 639 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 502 402 | −25,44 | 20 106 | −17,44 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 12 559 | 1,59 | 509 | 18,37 | ||||
| 2025-08-08 | 13F | Creative Planning | 421 232 | 1,18 | 16 858 | 12,04 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6 371 | −9,31 | 255 | 0,40 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 966 | −10,46 | 239 | −0,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 230 | −2,47 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 323 | 0,62 | 13 | 9,09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 546 | 6,41 | 422 | 17,88 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 500 | −57,14 | 60 | −52,38 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 193 | −39,56 | 208 | −33,23 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 1 046 849 | 9,19 | 41 895 | 20,91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 62 965 | 2,92 | 2 520 | 6,51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25 691 | 0,10 | 1 028 | 10,90 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 17 472 | 0,00 | 699 | 10,78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 163 065 | 4,22 | 6 526 | 25,58 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 698 | 8,85 | 308 | 20,78 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 19 702 | −4,69 | 788 | 5,49 | ||||
| 2025-08-06 | 13F | Menlo Advisors Llc | 15 403 | 0,00 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 5 402 | 58,60 | 216 | 75,61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 000 | −69,67 | 80 | −66,39 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 281 | 0,00 | 11 | 10,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 52 | 62,50 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 1 478 580 | 1,67 | 59 173 | 12,59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 44 856 | 25,01 | 1 795 | 38,50 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2 745 | 0,00 | 110 | 10,10 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 200 | 0,00 | 48 | 11,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 737 | 4,28 | 390 | 15,09 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 187 835 | 7 517 |
