Grundläggande statistik
| Institutionella ägare | 680 total, 680 long only, 0 short only, 0 long/short - change of 4,12% MRQ |
| Genomsnittlig portföljallokering | 0.9349 % - change of −7,45% MRQ |
| Institutionella aktier (lång) | 622 070 511 (ex 13D/G) - change of 29,92MM shares 5,05% MRQ |
| Institutionellt värde (lång) | $ 15 082 460 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF (US:FNDX) har 680 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 622,070,511 aktier. Största aktieägare inkluderar Charles Schwab Investment Management Inc, Captrust Financial Advisors, Boulay Financial Advisors, LLC, McAdam, LLC, Ameriprise Financial Inc, Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Steele Capital Management, Inc., Northwest Bancshares, Inc., and Morgan Stanley .
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF (ARCA:FNDX) 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 12, 2025 is 26,06 / share. Previously, on September 13, 2024, the share price was 23,33 / share. This represents an increase of 11,70% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 154 | 200 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 860 | 0,00 | 119 | 4,39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 75 277 | −35,71 | 1 847 | −33,18 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 52 827 | 1,58 | 1 296 | 5,62 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 067 | 0,44 | 51 | 4,17 | ||||
| 2025-05-28 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 17 679 | −2,83 | 417 | −3,02 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 10 216 | 251 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 221 351 | 0,93 | 5 432 | 4,91 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 32 467 | −28,63 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 550 528 | 1,51 | 13 510 | 5,51 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 281 | 0,00 | 31 | 3,33 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 16 538 | −10,68 | 406 | −7,32 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 5 388 | 0,00 | 132 | 3,94 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 348 | 0,00 | 9 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 38 176 | 4,72 | 937 | 8,84 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 786 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 92 317 | 16,00 | 2 265 | 20,54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 186 558 | −9,59 | 4 578 | −6,02 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 110 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 362 | 0,00 | 107 | 4,90 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 669 199 | 10,76 | 16 422 | 15,12 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 142 188 | −0,93 | 3 489 | 2,98 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 779 628 | −0,42 | 19 132 | 3,51 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 8 278 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 79 877 | 0,37 | 1 960 | 4,37 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 108 119 | −3,02 | 2 653 | 0,80 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 104 358 | 233,25 | 2 561 | 246,41 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 247 027 | 43,80 | 6 062 | 49,49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29 093 | 34,25 | 714 | 39,53 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 327 | 0,00 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 39 649 | −34,09 | 973 | −31,55 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 26 442 | 0,00 | 649 | 3,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 052 034 | −1,12 | 50 357 | 2,77 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 13 986 | −94,75 | 346 | −94,52 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 17 471 | 0,00 | 429 | 3,88 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13 022 | 45,97 | 320 | 51,90 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 587 595 | −0,92 | 14 | 0,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2 866 593 | 3,26 | 70 346 | 7,33 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 501 | 12 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16 371 | −1,20 | 387 | 6,32 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 049 | 0,00 | 50 | 4,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168 377 | 6,99 | 4 132 | 11,20 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 44 014 | −20,81 | 1 080 | −17,68 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 144 253 | 1,62 | 3 540 | 5,61 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 5 841 416 | −0,02 | 143 348 | 3,92 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 50 524 | −4,08 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 994 | 0,00 | 221 | 3,77 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27 600 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 832 | −3,81 | 143 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 032 | 6,31 | 786 | 10,55 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16 541 | 0,12 | 406 | 3,85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 350 | 268,99 | 377 | 283,67 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 9 297 | 0,00 | 220 | −0,45 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 731 430 | 0,44 | 17 949 | 4,39 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 268 173 | 2,26 | 202 901 | 6,29 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 550 283 | 8,12 | 38 168 | 19,31 | ||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 86 083 | −3,67 | 2 112 | 0,14 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 117 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 798 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 177 767 | 27,50 | 4 362 | 32,14 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189 006 | −3,59 | 4 638 | 0,22 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 66 222 | −11,94 | 1 625 | −8,45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | −69,96 | 16 | −69,23 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 56 | 1 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 36 384 | 21,94 | 893 | 26,70 | ||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 130 166 | 1,27 | 3 194 | 5,27 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 453 479 | 20,33 | 11 128 | 25,08 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 142 967 | 8,79 | 3 508 | 13,09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 351 256 | 198,18 | 9 | 300,00 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 181 770 | −59,48 | 4 461 | −57,89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 524 | −51,15 | 86 | −49,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 690 904 | 6,56 | 41 495 | 10,75 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35 387 | −6,08 | 868 | −2,36 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2 922 | 0 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 203 669 | 511,31 | 4 998 | 535,88 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 190 030 | 24,58 | 4 664 | 29,49 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13 725 | 0,00 | 337 | 3,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 62 177 | 70,68 | 2 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 815 | 0,44 | 45 | 4,76 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 21 748 | 0,61 | 534 | 4,51 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 406 | 0,43 | 34 | 3,03 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 803 | −8,70 | 1 467 | −0,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 174 624 | 14,78 | 4 285 | 19,29 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 25 367 | 0,00 | 623 | 4,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 952 | 7,48 | 293 | 11,83 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 155 | 0,00 | 28 | 3,70 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 378 479 | 2,86 | 9 288 | 6,91 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 31 450 | −5,45 | 1 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 10 552 | 0,45 | 259 | 4,03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 592 613 | 7,77 | 63 623 | 12,01 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 396 569 | 24 845,42 | 83 352 | 25 866,04 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3 755 197 | 0,93 | 88 660 | 0,63 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 213 | 0,47 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 241 457 | −2,16 | 30 465 | 1,70 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4 770 | 0,00 | 117 | 4,46 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8 693 | 0,00 | 213 | 3,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 435 332 | 21,20 | 84 303 | 25,98 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 8 604 | 0,00 | 211 | 3,94 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 198 | 16,85 | 54 | 20,45 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 76 734 | −29,87 | 1 883 | −27,10 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36 099 | −1,50 | 886 | 2,31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 420 | 19,66 | 10 | 25,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 544 849 | −0,42 | 13 371 | 3,50 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 35 122 | −10,68 | 862 | −7,22 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 314 | −73,81 | 81 | −72,82 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8 535 | −22,66 | 209 | −19,62 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 21 485 | −1,06 | 531 | 6,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 130 599 | −0,49 | 52 285 | 3,43 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38 538 | 4,66 | 946 | 8,75 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 16 058 | −0,61 | 394 | 3,41 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 151 487 | 3 717 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 46 859 | 8,24 | 1 150 | 12,43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 189 486 | 0,09 | 4 650 | 4,03 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 19 076 | 9 985 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 87 061 | 769,39 | 2 136 | 805,08 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 35 903 | 0,10 | 890 | 10,56 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 415 763 | 4,50 | 10 203 | 8,61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19 839 | −77,59 | 487 | −76,75 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 24 972 | 613 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 55 762 | −2,29 | 1 368 | 1,56 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 24 760 | 0,44 | 608 | 4,30 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 24 076 | 0,44 | 591 | 4,42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 20 659 | −48,44 | 515 | −41,86 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 29 139 | 45,82 | 715 | 51,80 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 955 540 | −0,81 | 23 449 | 3,09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 13 158 | 0,00 | 323 | 3,87 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 55 615 | −1,80 | 1 365 | 2,02 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 29 169 | 0,36 | 716 | 4,23 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 24 540 | 69,01 | 602 | 76,02 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 622 | 0,24 | 113 | 4,63 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20 557 | −5,18 | 504 | −1,37 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 31 833 | 0,00 | 781 | 3,72 | ||||
| 2025-05-28 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 268 190 | 0,00 | 6 332 | −0,30 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 842 | 0,00 | 266 | 4,31 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29 833 | 3,23 | 732 | 7,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 545 | −40,70 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 173 319 | 12,47 | 4 253 | 21,86 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 584 927 | 8,10 | 14 354 | 12,36 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 75 171 | −67,50 | 1 845 | −66,23 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 915 | 26,70 | 292 | 31,53 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 9 540 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 558 014 | −5,65 | 13 694 | −1,94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 114 263 | 9,90 | 2 804 | 14,26 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 15 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 174 270 | 2,92 | 4 277 | 6,98 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 95 658 | 3,53 | 2 347 | 7,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83 483 | 76,40 | 2 049 | 83,35 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 984 | −0,60 | 220 | 3,29 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 74 082 | −68,72 | 1 818 | −67,51 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 230 749 | −12,67 | 5 663 | −9,23 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 594 851 | 0,74 | 14 598 | 4,71 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 953 178 | 127,28 | 72 471 | 136,24 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 118 721 | 31,41 | 2 913 | 36,63 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 15 642 | 0,00 | 384 | 3,79 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 17 134 | 0,00 | 420 | 3,96 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11 683 | 287 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 501 777 | 0,41 | 12 554 | 6,41 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 132 037 | 6,12 | 3 240 | 10,32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 38 095 | 1 071,07 | 932 | 1 125,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 428 | 0,00 | 11 | 0,00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 42 262 | −1,73 | 1 037 | 2,17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 575 | 0,00 | 260 | 4,02 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5 562 | 92,52 | 136 | 100,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 618 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26 277 | 645 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 696 823 | −1,11 | 42 | 2,50 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20 124 | 6,59 | 494 | 10,79 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16 131 | 396 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 958 | 73 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 117 | 224 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 127 | 0,00 | 52 | 4,00 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 13 790 | 0,00 | 338 | 4,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 62 839 | −9,73 | 1 542 | −6,15 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 351 704 | −1,26 | 8 631 | 2,63 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 64 585 | 13,37 | 1 585 | 17,77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 350 010 | 1 346 092,31 | 8 589 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14 595 | 358 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 71 761 | 76,91 | 1 761 | 84,01 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65 489 | 0,17 | 1 607 | 4,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 117 | 3 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 252 | −11,13 | 399 | −8,08 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 36 611 | 1,21 | 898 | 5,15 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 52 401 | 1,31 | 1 286 | 5,24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 564 097 | 0,51 | 13 843 | 4,47 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 312 | 0,00 | 8 | 0,00 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 171 | 200,00 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 270 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 107 390 | 5,67 | 27 175 | 9,83 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 11 592 | 1,47 | 284 | 5,58 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 79 333 | −1,79 | 1 947 | 2,05 | ||||
| 2025-08-12 | 13F | Main Management LLC | 720 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 80 976 | 22,05 | 1 987 | 26,88 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4 621 221 | 1,64 | 113 405 | 5,64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 476 707 | 12,11 | 11 698 | 16,53 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13 258 | 0,44 | 325 | 4,50 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 098 | −0,30 | 248 | 3,35 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 6 801 | 26,58 | 167 | 31,75 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130 413 | 0,70 | 3 200 | 4,68 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 655 010 | 2,36 | 16 074 | 6,39 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 14 406 | 354 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 826 453 | −3,84 | 20 281 | −0,05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 300 | −13,04 | 7 | −12,50 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 68 602 | 8,24 | 1 683 | 12,50 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 64 175 | −0,39 | 1 575 | 3,48 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 27 365 | 2,04 | 672 | 6,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 121 241 | −1,82 | 2 975 | 2,06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 234 | 0,00 | 79 | 3,95 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 014 | 25 | ||||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 332 250 | 0,12 | 8 153 | 4,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78 125 | −3,91 | 1 917 | −0,10 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 36 225 | −1,39 | 889 | 2,42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 74 925 | −19,52 | 1 839 | −5,26 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14 346 | 0,41 | 352 | 4,45 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 621 | 0,00 | 15 | 7,14 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 285 | 0,00 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 67 716 | −2,35 | 1 662 | 1,47 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 537 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 64 360 | −0,27 | 1 579 | 3,68 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 219 075 | 12,41 | 5 382 | 16,97 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 794 | 0,38 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26 919 | 2,45 | 661 | 6,45 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 684 | −49,15 | 90 | −47,37 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6 785 | 59,27 | 167 | 66,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 33 648 | 0,00 | 826 | 3,90 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14 939 | 0,00 | 367 | 3,98 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 619 006 | 2,85 | 64 270 | 6,91 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 749 | 18,57 | 362 | 22,79 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 24 801 | 26,95 | 609 | 33,33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 793 306 | 6,37 | 19 468 | 10,56 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 81 895 | −58,76 | 2 010 | −57,15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 11 435 | 0,40 | 281 | 4,48 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 370 | 0,08 | 58 | 5,45 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 126 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 414 454 | 14,43 | 10 171 | 18,93 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 28 219 | 692 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 967 375 | 36,15 | 23 740 | 41,51 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 124 028 | 9,11 | 3 044 | 13,42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 90 342 | 28,40 | 2 133 | 27,97 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 592 575 | 16,05 | 14 542 | 20,62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 325 | 0,00 | 126 | −0,79 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 8 541 | 210 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 544 | −40,29 | 38 | −39,34 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2 979 | −50,00 | 73 | −47,86 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 52 522 | 0,13 | 1 324 | 9,88 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 38 848 | 953 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 121 808 | 5,67 | 2 989 | 9,85 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8 534 | 2,77 | 201 | −0,99 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 982 252 | −0,27 | 24 104 | 3,66 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 12 141 | 0,00 | 298 | 3,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 34 153 | 14,52 | 838 | 19,03 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 253 826 | −6,63 | 6 229 | −2,96 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 20 508 | 503 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2 391 | 59 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17 160 | −76,24 | 426 | −73,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 357 | 1 506 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 12 729 | 15,46 | 312 | 20,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 510 | 0,00 | 282 | 4,06 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 490 | 600,00 | 12 | −87,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 316 117 | 22,17 | 7 729 | 27,77 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 407 740 | 4,06 | 10 006 | 8,16 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 9 126 | 0,00 | 224 | 3,72 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10 540 | 259 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 500 | 0,54 | 37 | 2,86 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 403 514 | 2,04 | 9 902 | 6,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 53 068 | 0,44 | 1 302 | 4,41 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 822 | 0,00 | 20 | 5,26 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 9 762 | 0,00 | 240 | 3,91 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 74 893 | 1 838 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 021 | 0,00 | 50 | 4,26 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 351 269 | −3,36 | 8 620 | 0,45 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 302 | −25,04 | 32 | −24,39 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 124 189 | 10,10 | 3 048 | 14,42 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21 404 | 14,00 | 525 | 18,51 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9 120 | 0,00 | 224 | 3,72 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62 162 | −6,40 | 1 525 | −2,74 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 966 | −70,22 | 48 | −69,03 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 78 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26 001 | −10,31 | 1 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 356 328 | −1,48 | 8 744 | 2,40 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 327 963 | −4,65 | 8 048 | −0,90 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4 159 | 0,00 | 102 | 4,08 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 059 490 | −3,91 | 26 000 | −0,13 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 34 805 | 4,26 | 854 | 8,38 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 12 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 349 | 12,75 | 647 | 17,24 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10 228 | 251 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | −87,07 | 14 | −86,79 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 101 947 | 1,62 | 2 502 | 5,62 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 45 298 | 1,47 | 1 112 | 5,41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95 502 | −57,26 | 2 344 | −55,59 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 480 087 | −0,08 | 11 781 | 3,85 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 574 387 | 664,54 | 14 095 | 694,98 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 90 467 | −0,81 | 2 220 | 3,11 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 346 | 0,00 | 33 | 6,45 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 407 571 | 41,19 | 10 | 66,67 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 17 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 31 407 | −10,04 | 771 | −6,55 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 31 692 | 0,44 | 778 | 4,44 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 141 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 62 929 | 0,00 | 1 544 | 3,97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27 036 | 14,78 | 663 | 19,24 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12 991 | −8,39 | 319 | −4,79 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 112 | 52 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 93 | 0,00 | 2 | 0,00 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 184 | −92,94 | 127 | −92,67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 129 836 | −1,67 | 3 186 | 2,21 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12 025 | 0,00 | 295 | 4,24 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 10 872 | 267 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 294 | 1,37 | 1 054 | 14,46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 691 363 | 137,81 | 16 966 | 146,46 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23 509 | −37,13 | 577 | −34,69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 67 485 | −5,43 | 1 656 | −1,66 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 22 813 | 45,07 | 560 | 50,67 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 63 933 | 6 796,76 | 1 569 | 8,59 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 139 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 093 | 0,53 | 689 | 4,55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 106 | −15,87 | ||||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 645 | 0,00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 591 | 0,00 | 15 | 7,69 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 23 156 | 0,00 | 568 | 4,03 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 8 382 | 206 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 394 055 | 67,90 | 156 910 | 74,52 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 23 785 | 0,36 | 584 | 4,29 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 11 066 | 0,00 | 272 | 3,83 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 181 711 | 1 358,12 | 4 470 | 1 420,41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 402 245 815 | 3,31 | 9 871 112 | 7,38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 901 | 97,92 | 96 | 106,52 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 60 771 | −3,31 | 1 491 | 0,54 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 70 017 | 0,00 | 1 718 | 6,84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 607 | −24,46 | 113 | −21,13 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 1 414 | 0,43 | 35 | 3,03 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 763 834 | −0,56 | 18 744 | 3,36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 91 894 | 0,43 | 2 255 | 4,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 108 365 | 0,24 | 2 659 | 4,19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 490 | 133,33 | 12 | 200,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 390 | 148,70 | 59 | 163,64 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 78 | 2 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 828 | 22,62 | 536 | 27,38 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 126 | −36,68 | 322 | −34,15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 241 457 | −2,16 | 30 465 | 1,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 049 148 | 8,60 | 50 | 13,64 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44 832 | 1 100 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 459 | 3 229,91 | 183 | 3 560,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2 160 | 572,90 | 53 | 657,14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 32 957 | −0,83 | 809 | 3,06 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 13 039 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 291 211 | 11,97 | 7 146 | 16,38 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 310 | −8,44 | 57 | −5,08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 88 433 | 40,98 | 2 170 | 46,52 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 197 147 | 4,63 | 4 838 | 8,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 115 871 | −1,00 | 2 843 | 2,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 751 724 | −2,14 | 18 447 | 1,71 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1 981 772 | −1,21 | 48 633 | 2,68 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2 386 | 59 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 177 171 | −19,51 | 4 | −20,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 41 631 | −1,13 | 1 022 | 2,72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 23 695 | −0,90 | 581 | 3,01 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 759 395 | 1,33 | 18 636 | 5,32 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 26 530 | 0,64 | 651 | 4,66 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 20 737 | −6,53 | 509 | −2,87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159 276 | 7,56 | 3 909 | 12,88 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 20 787 | 0,00 | 510 | 4,08 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 532 | 5,89 | 259 | 10,68 | ||||
| 2025-08-06 | 13F | Simmons Bank | 11 076 | 0,00 | 272 | 3,83 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 30 031 | 26,60 | 737 | 31,43 | ||||
| 2025-05-28 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 550 495 | 0,00 | 12 997 | −0,29 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 17 717 | −1,80 | 435 | 2,12 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 25 587 | 0,55 | 628 | 4,50 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 47 316 | −3,97 | 1 161 | −0,17 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 377 760 | −1,59 | 9 270 | 2,28 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 645 | 15 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9 086 | −72,97 | 223 | −72,01 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 28 997 | 115,80 | 1 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 69 548 | 3,36 | 1 707 | 7,43 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 273 214 | 23,05 | 6 705 | 27,89 | ||||
| 2025-05-28 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 486 670 | 0,00 | 11 490 | −0,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 593 818 | −12,45 | 14 573 | −9,00 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 38 886 | −3,63 | 954 | 0,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 59 128 | −0,69 | 1 451 | 3,27 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10 738 | 8,67 | 264 | 12,88 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 49 704 | 0,00 | 1 220 | 3,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 195 631 | 5,89 | 4 801 | 10,04 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 300 | 0,00 | 7 | 0,00 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 189 | 0,00 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 170 447 | 2,29 | 4 183 | 6,30 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23 295 | 572 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 88 | 1,15 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 17 017 | −4,33 | 418 | −0,48 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16 304 295 | 4,97 | 400 106 | 9,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 849 | 21 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 21 630 | 0,06 | 531 | 3,92 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 23 787 | 0,00 | 584 | 3,92 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 858 364 | 3,74 | 21 382 | 16,30 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 77 951 | 37,31 | 1 913 | 42,69 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 50 504 | 1 239 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 238 | 0,00 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 589 | −5,15 | 383 | −0,52 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 8 982 | 0,00 | 220 | 3,77 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 55 156 | −2,66 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 95 830 | −1,25 | 2 352 | 2,62 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17 910 | 0,00 | 440 | 4,03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 807 | 118 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 638 802 | 29,33 | 15 676 | 34,42 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 22 120 | −9,43 | 543 | −6,23 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 489 | 0,00 | 12 | 9,09 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 9 794 | 0,00 | 240 | 3,90 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 790 | 0,00 | 19 | 5,56 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 79 827 | 0,00 | 1 959 | 3,93 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 26 039 | −0,18 | 639 | 3,74 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 518 | −17,60 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 107 688 | 5,69 | 2 643 | 9,85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 828 | 266 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 289 320 | 0,26 | 7 100 | 4,20 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 145 897 | 36,20 | 4 | 50,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138 500 | 22,63 | 3 399 | 27,46 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 283 545 | −10,94 | 6 958 | −7,42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 60 505 | 6,77 | 1 485 | 10,91 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3 490 978 | 120,62 | 85 669 | 129,30 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 486 793 | 8,33 | 11 946 | 12,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 455 788 | 29,97 | 11 185 | 35,10 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 51 264 | 0,00 | 1 210 | −0,25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18 304 | 0,38 | 449 | 4,42 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 106 079 | −17,94 | 2 654 | −4,74 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 100 | 0,00 | 52 | 4,08 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 19 552 | 15,23 | 480 | 19,75 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 123 610 | 6,73 | 3 033 | 10,94 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 873 902 | 7,71 | 21 446 | 11,96 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 72 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 252 | 0,00 | 571 | 4,01 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 116 | 0,00 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 10 114 | −96,45 | 248 | −96,31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 821 721 | 5,45 | 191 945 | 9,61 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 56 929 | 7,10 | 1 397 | 11,40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56 984 | −2,09 | 1 398 | 1,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 47 028 | −58,40 | 1 154 | −56,76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 832 | 0,00 | 143 | 4,38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 43 078 | 1 057 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 159 358 | 3,23 | 3 911 | 8,34 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 144 | 1,41 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32 045 | −53,41 | 786 | −51,66 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16 680 | 2,89 | 409 | 7,07 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62 541 | −49,16 | 1 535 | −47,18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17 293 | −23,62 | 424 | −20,60 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 36 067 | 16,68 | 885 | 21,40 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8 295 | 204 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 38 161 | 32,90 | 936 | 38,26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21 625 | 531 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3 885 | 0,00 | 95 | 4,40 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 25 314 | 49,81 | 621 | 56,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 312 | 155 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 267 366 | −18,53 | 6 561 | −15,32 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8 217 | 202 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 321 791 | 4,85 | 32 437 | 8,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 50 431 | 0,03 | 1 238 | 3,95 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5 095 | −66,46 | 125 | −65,08 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 334 201 | 2,36 | 57 281 | 6,40 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 584 | 0,00 | 186 | 3,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18 689 | −13,00 | 459 | −9,66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 713 | −1,29 | 337 | 2,75 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 13 488 | 0,22 | 331 | 4,10 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 85 158 | 33,84 | 2 090 | 39,08 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 87 | 1,16 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 9 254 | 227 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6 898 | 51,14 | 0 | |||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 417 958 | −5,19 | 10 257 | −1,46 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 1 575 697 | 9,33 | 38 668 | 13,63 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 59 391 | 0,00 | 1 457 | 3,92 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13 980 | 0,00 | 347 | 4,85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90 206 | 6,20 | 2 229 | 11,17 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 14 340 | −33,48 | 352 | −30,91 | ||||
| 2025-07-29 | 13F | Creekside Partners | 11 202 | 0,00 | 275 | 3,79 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 762 115 | 6,00 | 18 702 | 10,17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 23 351 | 40,35 | 573 | 46,17 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 209 862 | 58,47 | 5 150 | 64,75 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 2 409 524 | −3,31 | 59 130 | 0,50 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 360 | 0,00 | 82 | 3,80 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 8 538 518 | 36,15 | 195 005 | 39,22 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 425 | 10,90 | 256 | 15,38 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9 984 | 245 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 288 425 | 1,20 | 7 078 | 5,17 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 969 | 0,00 | 24 | 4,55 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 27 268 | 3,30 | 669 | 7,38 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30 792 | −0,75 | 756 | 3,14 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7 935 | −10,58 | 195 | −7,18 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 226 154 | −0,61 | 30 090 | 3,30 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 789 | 216 | ||||||
| 2025-08-07 | 13F | HC Advisors, LLC | 8 304 | 204 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 74 027 | 0,01 | 1 817 | 3,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 723 317 | 3,69 | 115 910 | 7,78 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 13 056 | 0,00 | 320 | 3,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 17 303 | 425 | ||||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 417 042 | −2,85 | 10 234 | 0,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25 951 | −42,98 | 638 | −40,69 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 71 500 | 1 755 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 11 987 | 2,63 | 294 | 6,91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 631 | −15,45 | 384 | −12,16 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 527 | 37 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31 200 | 706 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17 741 | 40,70 | 435 | 45,64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 556 | −0,23 | 63 | 3,33 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 489 | −17,30 | 380 | −14,03 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 21 241 | 3,08 | 521 | 7,20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 59 675 | 16,06 | 1 464 | 20,69 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2 289 684 | 5,20 | 56 189 | 9,35 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 883 | 463 | ||||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 12 469 | 0,36 | 306 | 4,10 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 31 520 | 774 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 417 | 0,48 | 10 | 11,11 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 223 627 | −13,16 | 5 488 | −9,74 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 82 434 | −2,04 | 2 | 100,00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 85 068 | 38,03 | 2 088 | 43,04 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 1 041 | 0,00 | 26 | 4,17 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 699 | 0,00 | 17 | 6,25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 140 | 249 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 65 039 | 10,16 | 1 596 | 14,57 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 467 924 | −2,43 | 11 483 | 1,41 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9 748 | 239 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 133 905 | 1,05 | 3 286 | 5,05 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 267 | 7 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 434 117 | 6,32 | 10 653 | 10,51 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 9 405 | 0,00 | 231 | 3,60 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190 275 | −1,19 | 4 669 | 2,71 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 177 759 | 0,37 | 4 362 | 4,33 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 11 295 | 0,00 | 277 | 4,14 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 658 466 | −0,09 | 16 159 | 3,84 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 363 166 | 19,46 | 8 912 | 24,17 | ||||
| 2025-09-03 | 13F | American Trust | 479 917 | 11 777 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 92 040 | 13,95 | 2 259 | 18,41 | ||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11 162 | −41,62 | 274 | −39,47 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 911 | −51,49 | 22 | −50,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 23 514 | 15,15 | 577 | 19,50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50 496 | −17,15 | 1 239 | −13,84 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 4 062 | 0,00 | 100 | 4,21 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 519 | −1,05 | 356 | 2,89 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 90 875 | 1,97 | 2 230 | 5,99 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 90 929 | 4,60 | 2 231 | 8,72 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 584 | −90,22 | 14 | −90,00 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 15 753 | −1,70 | 387 | 2,12 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 58 069 | 11,27 | 1 425 | 15,67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11 178 | 0,00 | 274 | 4,18 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 795 | 0,00 | 20 | 5,56 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20 031 | 24,49 | 492 | 29,55 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 132 018 | −3,04 | 3 240 | 0,78 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 85 987 | 0,73 | 2 110 | 4,71 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 30 950 | 0,01 | 760 | 3,97 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 847 | 217 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 164 930 | −8,64 | 4 047 | −5,04 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8 855 | −7,46 | 217 | −3,56 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4 932 | −0,06 | 121 | 4,31 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 057 | 2,72 | 689 | 6,83 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 373 221 | −40,32 | 9 159 | −37,97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17 820 | 437 | ||||||
| 2025-05-28 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 62 612 | 2,35 | 1 478 | 2,07 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 206 | −2,13 | 226 | 1,35 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 193 109 | 4 739 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 954 362 | −2,01 | 72 500 | 1,85 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 10 885 | −11,39 | 267 | −7,93 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 142 741 | 9,66 | 3 503 | 13,96 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 51 | 0,00 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 213 562 | 4,50 | 30 363 | 25,46 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1 450 178 | 1,63 | 35 587 | 11,74 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48 825 | −0,65 | 1 198 | 3,28 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 15 305 | 1,73 | 376 | 5,63 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 9 267 | 0,00 | 227 | 4,13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 386 071 | 1,81 | 9 474 | 5,82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 441 | 11 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 030 | 0,65 | 222 | 4,74 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 34 090 | 2,79 | 837 | 6,77 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 941 707 | −1,81 | 23 109 | 2,06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18 025 | −16,18 | 442 | −12,82 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 279 | 7 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 3 006 | 0,00 | 74 | 4,29 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 20 268 | −15,37 | 497 | −12,04 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 22 494 | 13,97 | 552 | 18,71 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 170 121 | 408,34 | 4 175 | 428,35 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 113 167 | −2,52 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 819 924 | 93,55 | 44 661 | 101,18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 548 069 | 37,62 | 87 070 | 43,04 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 853 | −23,85 | 144 | −20,99 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 28 014 | −71,21 | 687 | −70,09 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 32 949 | 809 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 9 560 | 0,00 | 235 | 4,00 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 97 579 | 1,46 | 2 395 | 5,46 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 73 446 | 0,00 | 1 802 | 3,92 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 3 146 237 | −28,27 | 77 209 | −25,45 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 719 | −95,28 | 204 | −43,33 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 109 698 | 2,11 | 2 692 | 6,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 343 549 | −52,34 | 8 431 | −50,47 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 255 428 | 2,65 | 6 265 | 6,80 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52 026 | 134,15 | 1 277 | 143,51 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 22 179 | 0,44 | 544 | 4,41 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 265 907 | 0,62 | 7 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 220 | −23,97 | 202 | −21,48 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 204 | 5 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 013 | 24,86 | 344 | 29,92 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 15 647 | −0,27 | 384 | 3,51 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 446 865 | −5,48 | 11 | −9,09 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 162 | 0,00 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 98 187 | 2 410 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 105 | 1 696 | ||||||
| 2025-07-16 | 13F | Novem Group | 113 080 | 5,93 | 2 775 | 10,08 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 107 465 | 2 637 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 51 988 | 28,38 | 1 276 | 33,37 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 490 770 | −0,95 | 12 043 | 2,95 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 656 846 | 1,33 | 16 119 | 5,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 867 518 | −20,50 | 45 785 | −17,45 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 373 027 | 9 154 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 409 622 | 0,00 | 10 052 | 3,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 402 617 | 16,07 | 10 | 12,50 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1 469 002 | 1,29 | 36 049 | 5,29 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59 829 | −1,46 | 1 468 | 2,44 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 381 | 0,00 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 11 698 | 8,39 | 287 | 12,99 | ||||
| 2025-07-15 | 13F | Maseco Llp | 87 719 | 2 153 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 29 888 | 9,62 | 733 | 14,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 419 698 | −0,56 | 34 839 | 3,36 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2 586 | 63 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 11 097 | 0,00 | 272 | 3,82 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21 788 | 2,58 | 535 | 6,59 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 261 186 | −3,36 | 6 410 | 0,44 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 332 021 | 0,79 | 8 148 | 4,76 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 12 727 | −2,97 | 312 | 0,97 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 8 888 | 0,01 | 218 | 4,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 65 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 13 746 | 0,00 | 337 | 4,01 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135 035 | −28,60 | 3 314 | −25,80 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 089 | −3,02 | 689 | 0,88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 113 872 | 4,50 | 199 151 | 8,63 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 61 358 | 2,46 | 1 506 | 6,51 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 958 783 | 5,30 | 23 529 | 9,44 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 130 518 | −1,63 | 3 203 | 2,23 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 22 761 | 559 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 13 200 | 0,00 | 324 | 3,86 | ||||
| 2025-08-12 | 13F | Bokf, Na | 54 | −86,57 | 1 | −88,89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 188 | 1,37 | 78 | 5,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 470 486 | −2,22 | 11 546 | 1,58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20 177 | 11,22 | 495 | 15,65 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 335 309 | 4,28 | 8 228 | 8,39 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 600 | 0,00 | 15 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 011 | 0,00 | 25 | 8,70 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 382 532 | −0,86 | 9 387 | 3,04 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 557 | 0,00 | 14 | 8,33 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 31 | −96,31 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35 432 | 59,86 | 869 | 66,16 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 35 626 | 0,44 | 874 | 4,42 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 6 060 172 | 0,09 | 148 717 | 4,03 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 35 507 | 0,00 | 871 | 3,94 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9 033 | −8,41 | 222 | −4,74 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 7 277 | 0,44 | 179 | 4,09 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 180 370 | −0,30 | 4 426 | 3,63 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 114 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 1 061 948 | −0,47 | 26 060 | 3,45 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 138 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 809 | 142,17 | 45 | 164,71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 281 108 | 1,53 | 6 899 | 5,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57 800 | 549,44 | 1 418 | 575,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 072 | 0,57 | 517 | 4,66 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 277 | −4,41 | 56 | −1,79 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 063 | −11,74 | 296 | −8,07 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 432 | 81 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 312 | 11,15 | 149 | 11,19 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 247 442 | 3,23 | 6 072 | 7,30 |
