Grundläggande statistik
| Institutionella ägare | 1630 total, 1622 long only, 0 short only, 8 long/short - change of 2,70% MRQ |
| Genomsnittlig portföljallokering | 0.8134 % - change of −11,10% MRQ |
| Institutionella aktier (lång) | 410 625 492 (ex 13D/G) - change of 3,03MM shares 0,74% MRQ |
| Institutionellt värde (lång) | $ 24 288 549 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Gold Trust (US:IAU) har 1630 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 410,625,492 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, Sumitomo Mitsui Trust Holdings, Inc., Envestnet Asset Management Inc, Wells Fargo & Company/mn, Jpmorgan Chase & Co, LPL Financial LLC, UBS Group AG, and Alliancebernstein L.p. .
iShares Gold Trust (ARCA:IAU) 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 8, 2025 is 68,54 / share. Previously, on September 9, 2024, the share price was 47,35 / share. This represents an increase of 44,74% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 67 036 | −3,73 | 4 180 | 1,95 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59 296 | 4,95 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 259 911 | −1,27 | 16 208 | 4,42 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 438 429 | 1,50 | 27 340 | 7,35 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 647 | −0,91 | 352 | 4,76 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 057 | 15,77 | 378 | 22,40 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 151 | −5,90 | 3 687 | 0,49 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27 921 | 1,56 | 1 741 | 7,47 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 8 317 | 0,00 | 519 | 5,71 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 23 094 | 1 440 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 6 608 | −15,49 | 412 | −10,63 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 19 739 | −20,71 | 1 231 | −16,16 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 129 410 | −5,36 | 8 070 | 0,10 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 94 851 | −6,90 | 5 968 | −0,63 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 753 | 0,00 | 172 | 5,56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 508 | 0,32 | 780 | 5,99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 076 | 1,92 | 753 | 7,88 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 5 509 | 271 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 23 501 143 | −1,19 | 1 465 531 | 4,51 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 5 922 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 103 288 | 1,97 | 6 517 | 2,71 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 52 095 | −10,45 | 3 249 | −5,28 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 839 | −15,61 | 308 | −15,19 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 20 850 | −2,34 | 1 300 | 3,26 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 355 094 | −2,64 | 22 144 | 2,97 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11 600 | 120,95 | 684 | 163,71 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 7 432 | −63,29 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 115 117 | 0,00 | 7 179 | 5,76 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 276 608 | 463,08 | 17 249 | 495,61 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 62 068 | −13,38 | 3 871 | −8,38 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 17 754 | 0,00 | 1 107 | 5,83 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2 079 | 259,07 | 130 | 279,41 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 635 955 | 0,75 | 39 658 | 6,56 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 24 378 | 0,00 | 1 520 | 5,78 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 25 530 | −0,32 | 1 592 | 5,43 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6 973 | 435 | ||||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 108 116 | −5,01 | 6 742 | 0,48 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7 032 527 | −9,24 | 438 548 | −4,01 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 37 161 | −7,35 | 2 317 | −1,99 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 6 630 | 0,00 | 413 | 5,90 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 830 | 0,63 | 426 | 6,25 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3 538 | −7,50 | 221 | −2,22 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 048 | 0,00 | 65 | 6,56 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7 687 | 4,64 | 479 | 10,62 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39 238 | 84,16 | 2 447 | 132,07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 840 | 0,00 | 52 | 6,12 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1 329 143 | 12 087,26 | 82 885 | 12 790,36 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25 686 | 2,62 | 1 602 | 8,54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 | 200,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10 042 | −2,04 | 626 | 3,64 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 111 113 | 0,00 | 7 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29 023 | −12,22 | 1 810 | −7,18 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 173 675 | 107,25 | 10 830 | 119,23 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 14 179 | 280,75 | 884 | 303,65 | ||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 6 194 | 0,00 | 386 | 5,75 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 669 | 1,18 | 416 | 6,96 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 21 383 | −6,12 | 1 333 | −0,67 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24 865 | −4,47 | 1 551 | 1,04 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 171 052 | −4,52 | 10 667 | 0,98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 186 499 | −50,34 | 11 630 | −47,47 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 710 | 0,00 | 44 | 7,32 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 9 670 | 0,00 | 603 | 5,79 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10 850 | 10,37 | 677 | 39,09 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 4 636 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 155 173 | −2,83 | 9 677 | 2,77 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 58 155 | 1,13 | 3 627 | 6,96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 264 | −1,71 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 313 | 8,67 | 269 | 14,53 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 320 | 267,82 | 20 | 280,00 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1 349 | −16,11 | 84 | −10,64 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3 594 | 0,00 | 224 | 6,16 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24 302 | −10,15 | 1 515 | −4,96 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4 250 | 0,00 | 265 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 6 950 | 75,95 | 433 | 86,64 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 500 | 31 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 198 945 | −19,56 | 12 406 | −14,92 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 2 531 | −5,81 | 158 | −0,63 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 3 200 | 200 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 42 717 | 272,07 | 2 664 | 293,93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 61 169 | 18,15 | 3 815 | 24,97 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 167 843 | 67,24 | 10 | 100,00 | ||||
| 2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 12 393 | 80,55 | 773 | 91,09 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 165 240 | 10 304 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 9 349 | −7,07 | 583 | −1,69 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 622 | 0,00 | 288 | 5,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 20 999 | −3,46 | 1 309 | 2,11 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 797 | 1 892,50 | 50 | 2 350,00 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 5 037 | −32,08 | 314 | −28,15 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 74 944 | 14,99 | 4 674 | 21,63 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 27 500 | 0,00 | 1 715 | 5,74 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 466 | −3,42 | 528 | 2,13 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 119 713 | −0,38 | 7 465 | 5,36 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 5 800 | 0,00 | 362 | 5,87 | |||
| 2025-08-13 | 13F | Maia Wealth LLC | 16 151 | −4,67 | 1 007 | −1,85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 781 | −4,88 | 859 | 0,59 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8 987 | 560 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 18 089 | −2,99 | 1 128 | 2,64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 602 279 | 75,55 | 59 859 | 195,93 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1 606 | 0,00 | 100 | 6,38 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 63 714 | 9,93 | 3 973 | 16,27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 649 | 35,27 | 352 | 43,09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 306 636 | −5,51 | 19 122 | −0,06 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 30 178 | −38,26 | 1 882 | −34,71 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 108 818 | 809,07 | 318 586 | 861,50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 349 165 | −26,68 | 84 134 | −22,45 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 129 299 | 6,88 | 70 423 | 13,04 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20 400 | 1 284 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 47 729 | −8,31 | 2 976 | −3,03 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 17 564 | 51,75 | 1 095 | 60,56 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 274 775 | −1,78 | 17 135 | 3,88 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 150 | 6,58 | 72 | 12,70 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 75 930 | 14,76 | 4 735 | 21,35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78 528 | 1,91 | 4 897 | 7,79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 80 273 | 21,08 | 5 006 | 28,07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 53 112 | −0,61 | 3 312 | 5,14 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 4 505 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 062 | 0,00 | 66 | 6,45 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55 146 | 4,14 | 3 439 | 10,12 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 559 | −4,12 | 160 | 1,27 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28 082 | 49,98 | 1 751 | 58,75 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 5 223 | 0,00 | 326 | 5,86 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3 370 | 210 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 23 414 | 42,65 | 1 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 902 | 617 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21 776 | 25,45 | 1 373 | 27,15 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 668 222 | −2,80 | 41 670 | 2,81 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 122 955 | 7 667 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4 137 | 0,00 | 258 | 5,76 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 56 686 | 1,29 | 3 535 | 7,12 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 7 628 | −0,68 | 476 | 5,09 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 10 670 | −1,27 | 1 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 1 775 650 | 52,55 | 110 730 | 61,34 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 521 190 | −0,31 | 94 862 | 5,43 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 090 | 255 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 708 | 0,00 | 44 | 7,32 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 379 683 | 21,07 | 23 677 | 28,05 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8 923 | −1,04 | 556 | 4,71 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 102 881 | −84,83 | 6 416 | −83,96 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 100 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 4 569 | 0,00 | 285 | 5,58 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 34 422 | 8,66 | 2 147 | 14,94 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 6 231 | −1,22 | 389 | 4,58 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 834 | −27,16 | 52 | −22,39 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 128 846 | −3,39 | 8 035 | 2,17 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3 451 | −0,29 | 215 | 5,39 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 107 528 | −1,85 | 6 705 | −5,20 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 486 | −55,03 | 217 | −52,52 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 3 650 | 0,00 | 228 | 5,58 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 20 640 | −8,03 | 1 287 | −2,72 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 9 307 | 0,00 | 580 | 5,84 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 368 | −31,73 | 23 | −29,03 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 500 | 0,00 | 94 | 5,68 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7 125 | 10,89 | 444 | 17,46 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 53 738 | −3,66 | 3 351 | 1,92 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 69 211 | 1,28 | 4 316 | 7,10 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 6 434 | 401 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 57 | 0,00 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17 649 | 0,00 | 1 101 | 5,77 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 97 021 | 4,72 | 6 050 | 10,77 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 105 | 0,00 | 69 | 25,93 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 696 | 9,29 | 355 | 15,64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 722 | 294,48 | 1 168 | 318,28 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 25 156 | −1,12 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | First Eagle Investment Management, LLC | 3 056 | 215,70 | 189 | 235,71 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64 920 | 4 149 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 305 491 | −1,39 | 19 050 | 4,30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 9 195 | 0,00 | 573 | 5,72 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 084 | −11,99 | 442 | −6,96 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3 976 | 232 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 318 | 0,00 | 82 | 6,49 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 36 493 | 42,61 | 2 276 | 50,86 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 361 432 | −1,72 | 22 539 | 3,95 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 912 | −21,24 | 244 | −16,78 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 20 842 | −35,32 | 1 300 | −31,60 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 125 985 | 0,01 | 7 856 | 5,78 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 3 480 | −15,20 | 217 | −10,37 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 29 348 | 1,56 | 1 830 | 7,46 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 371 971 | −6,71 | 23 404 | −0,44 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 321 686 | 7,89 | 20 060 | 14,11 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 697 | 128,52 | 43 | 152,94 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3 915 | 0,00 | 244 | 6,09 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 609 | −17,96 | 1 111 | −15,00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 28 000 | 55,56 | 1 746 | 64,56 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 433 | −10,88 | 651 | −5,80 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 465 | −15,10 | 590 | −10,20 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 14 403 | −1,46 | 898 | 4,30 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 8 202 | 42,84 | 521 | 46,35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 276 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 12 000 | 0,00 | 748 | 5,80 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10 952 | 13,04 | 683 | 19,44 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 13 586 | −3,14 | 1 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10 519 | 14,25 | 656 | 20,85 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 378 844 | 13,55 | 23 625 | 20,10 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 7 846 | −16,69 | 489 | −11,89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13 319 | −12,29 | 831 | −7,26 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 340 284 | −0,60 | 21 220 | 5,14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 534 | −0,70 | 906 | 5,10 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 24 718 | −13,41 | 1 541 | −8,44 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 86 883 | −1,61 | 5 418 | 4,07 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 122 188 | −10,29 | 7 620 | −5,12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 801 | −7,93 | 923 | −2,64 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 974 903 | 23,05 | 60 795 | 30,15 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 686 108 | −8,61 | 105 146 | −3,34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 357 680 | −0,55 | 22 305 | 5,18 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8 276 | 0,00 | 516 | 5,95 | ||||
| 2025-07-16 | 13F | American National Bank | 18 551 | 1,64 | 1 157 | 7,43 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 20 530 | −27,36 | 1 280 | −23,17 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17 365 | 9,11 | 1 083 | 15,35 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 359 245 | −2,09 | 22 403 | 3,55 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 6 612 | 0,00 | 412 | 5,91 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 21 091 | 12,88 | 1 315 | 15,45 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 811 | 365 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 014 | 0,00 | 188 | 5,65 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 448 | −12,20 | 215 | −6,93 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 321 | 0,00 | 20 | 11,11 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 319 287 | −0,39 | 19 911 | 5,36 | ||||
| 2025-08-12 | 13F | Main Management LLC | 250 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 367 | −90,47 | 148 | −88,04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 46 118 | −5,93 | 2 876 | −0,52 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 446 | 17,37 | 28 | 22,73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 413 902 | −0,85 | 150 528 | 4,87 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 17 858 | −2,78 | 1 114 | 2,87 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 514 | 10,86 | 531 | 17,26 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 530 | 0,00 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 335 | 0,00 | 270 | 5,88 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3 650 | 0,00 | 215 | 0,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52 918 | 19,52 | 3 300 | 26,40 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 985 | −36,48 | 872 | −32,82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4 534 | −13,27 | 283 | −8,44 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11 125 | −1,33 | 694 | 4,37 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 24 597 | −18,70 | 1 534 | −14,02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 371 | 0,00 | 148 | 5,76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 505 641 | −4,32 | 31 532 | 1,19 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6 933 | −0,27 | 432 | 5,62 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 139 | 0,00 | 258 | 5,74 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 43 721 | 0,44 | 2 726 | 0,81 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8 030 | 1,01 | 501 | 6,84 | ||||
| 2025-08-12 | 13F | Mizuho Securities Co. Ltd. | 2 230 | 139 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 372 940 | 1,07 | 23 257 | 6,89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 689 | −32,87 | 292 | −28,95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29 269 | −1,42 | 1 825 | 4,29 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 931 | 0,00 | 58 | 7,41 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 433 127 | 25,47 | 27 010 | 32,70 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 29 911 | 0,85 | 1 865 | 6,69 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 822 | 39,61 | 303 | 44,29 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 39 970 | 0,50 | 2 493 | 6,31 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10 493 | 10,79 | 654 | 17,20 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 30 695 | 0,00 | 1 914 | 5,80 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 66 483 | −1,22 | 4 146 | 4,46 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15 385 | 959 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 122 541 | 4,49 | 7 642 | 10,51 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 31 931 | 115,82 | 1 991 | 128,33 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 76 911 | −31,71 | 4 796 | −27,77 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13 004 | −16,12 | 811 | −11,38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 5 670 | 0,00 | 354 | 5,69 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 337 | 7,05 | 83 | 13,70 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20 028 | −68,41 | 1 249 | −66,61 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 187 590 | −0,19 | 11 698 | 5,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 354 148 | 0,13 | 146 805 | 5,91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 308 | 19 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25 119 | −7,22 | 1 566 | −1,88 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 14 709 | 0,71 | 917 | 6,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 039 | 1,14 | 314 | 7,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57 980 | 6,90 | 3 616 | 13,07 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8 740 | 15,38 | 545 | 22,20 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 88 807 | −0,11 | 5 538 | 48,31 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 919 938 | 1,13 | 57 367 | 6,97 | ||||
| 2025-08-12 | 13F | Prudential Plc | 120 861 | 3,04 | 7 537 | 8,98 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 848 | 20,11 | 53 | 26,83 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 204 655 | 4,40 | 12 762 | 10,42 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 555 296 | −24,81 | 96 988 | −20,48 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 9 130 | 118,53 | 569 | 131,30 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 9 238 | 0,00 | 576 | 5,88 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 070 | −7,87 | 1 376 | −2,55 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8 110 | −11,07 | 506 | −5,96 | ||||
| 2025-07-29 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 71 732 | 0,00 | 4 459 | 15,37 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 6 475 | −84,11 | 404 | −83,22 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 19 534 | 0,00 | 1 218 | 5,82 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 6 325 | 373 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 33 681 | 0,00 | 2 075 | 4,53 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 11 820 | 0,00 | 737 | 5,89 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 339 266 | 6,37 | 21 | 16,67 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 344 512 | 4,09 | 21 484 | 10,09 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 348 | −2,33 | 209 | 2,97 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 103 889 | −10,06 | 6 479 | −4,88 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 41 334 | −11,90 | 2 578 | −6,83 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 786 | 10,19 | 236 | 6,79 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4 538 | −9,94 | 283 | −5,05 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 30 048 | 1,95 | 1 874 | 7,83 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 700 | −0,44 | 1 041 | 5,36 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 21 596 | 1,67 | 1 347 | 7,51 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 161 208 | −1,74 | 10 053 | 3,92 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 876 | −31,03 | 117 | −27,50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 306 | 1,38 | 393 | 7,38 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 184 | 0,00 | 12 | 10,00 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 075 | 0,00 | 67 | 6,35 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 127 716 | 10,17 | 7 964 | 16,53 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 47 554 | −0,89 | 2 965 | 4,81 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 5 500 | −18,45 | 343 | −13,85 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21 347 | 29,16 | 1 331 | 36,65 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15 992 | −3,03 | 997 | 2,57 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10 059 | −24,70 | 630 | −19,95 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 197 060 | −3,42 | 12 289 | 2,15 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 11 904 | −21,11 | 742 | −16,54 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 712 | 0,00 | 44 | 7,32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168 217 | 170,25 | 10 496 | 190,11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 178 | −73,15 | 11 | −71,79 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 9 061 | 36,87 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32 254 | 2,95 | 2 011 | 8,88 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 752 | 0,00 | 109 | 5,83 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 880 | 2,85 | 304 | 8,96 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2 565 | −28,05 | 160 | −24,29 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 123 | 444 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 279 466 | −0,02 | 17 428 | 5,75 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 16 751 | −49,74 | 1 047 | −49,59 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 773 | 0,00 | 609 | 5,73 | ||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 128 896 | −8,85 | 8 012 | 5,17 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 96 172 | 5 997 | ||||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8 843 | 1,47 | 551 | 7,41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 236 184 | −2,79 | 14 728 | 2,82 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 5 250 | 0,00 | 327 | 5,83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 113 018 | −3,58 | 7 | 16,67 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 47 624 | 119,92 | 2 768 | 155,35 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 25 216 | −1,56 | 1 572 | 4,11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 101 487 | −35,12 | 6 329 | −31,26 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 31 505 | 0,00 | 1 965 | 5,76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 87 151 | 176,93 | 5 435 | 248,78 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 21 715 | 3,16 | 1 354 | 9,11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 200 | 104,72 | 450 | 110,28 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 375 226 | −14,29 | 23 399 | −9,34 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 7 307 | −7,59 | 456 | −2,36 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 360 | 22 | ||||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 6 829 | 0,00 | 426 | 5,72 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 28 880 | 3,88 | 1 801 | 9,82 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 23 132 | 0,00 | 1 443 | 5,80 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 11 968 | −9,11 | 746 | −3,87 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 3 579 | 0,00 | 223 | 5,69 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 31 836 | −1,37 | 1 985 | 4,31 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 26 755 | 44,73 | 1 668 | 82,30 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 30 486 | 29,23 | 1 901 | 36,76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 134 943 | 8 415 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 121 | 0,00 | 70 | 4,55 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 67 576 | −21,65 | 4 214 | −17,13 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 745 | −21,53 | 421 | −17,00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 64 919 | −48,53 | 4 048 | −45,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 114 500 | −33,74 | 7 140 | −29,92 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35 083 | −0,01 | 2 188 | 5,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 66 900 | 31,69 | 4 172 | 39,27 | |||
| 2025-08-07 | 13F | Atala Financial Inc | 10 225 | 0,00 | 638 | 5,81 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 236 | −30,59 | 15 | −30,00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 99 940 | −47,20 | 6 232 | −44,15 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2 800 | 833,33 | 175 | 923,53 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 450 | 0,00 | 28 | 7,69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 16 317 | 11,74 | 1 018 | 18,26 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3 385 | 211 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 121 484 | −6,73 | 7 576 | −1,35 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 125 | −7,00 | 1 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 167 | 10,70 | 197 | 17,26 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 872 | 54 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 88 965 | −16,74 | 6 | −16,67 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29 222 | 4,14 | 1 822 | 10,16 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 140 | 56,38 | 0 | |||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 176 504 | −25,99 | 11 007 | −21,73 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 1 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 7 500 | 0,00 | 468 | 5,66 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9 717 | −9,92 | 606 | −4,87 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 6 356 | −40,47 | 396 | −37,04 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 810 | 0,00 | 238 | 5,80 | ||||
| 2025-08-05 | 13F | Allstate Corp | 30 555 | −16,86 | 1 905 | −12,05 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 780 | 0,00 | 111 | 6,73 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 132 461 | 19,54 | 8 260 | 26,44 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 7 240 | 7,42 | 451 | 13,60 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 131 | 320 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7 184 | −17,95 | 448 | −13,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 800 008 | 2,01 | 49 889 | 7,89 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 7 832 | 0,00 | 488 | 5,86 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 162 108 | −26,45 | 10 198 | −28,36 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 268 020 | 6,08 | 16 714 | 12,19 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 4 806 | 0,00 | 300 | 5,65 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 909 546 | 4,10 | 56 719 | 10,10 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 924 226 | −2,46 | 58 152 | 4,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 201 779 | −8,02 | 12 583 | −2,72 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22 682 | −15,79 | 1 414 | −10,96 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 108 216 | −49,57 | 6 748 | −46,66 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3 244 | −6,38 | 202 | −0,98 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 10 111 | −7,65 | 630 | −2,33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4 375 | 0,00 | 273 | 5,84 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 3 520 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 812 | 21,95 | 425 | 28,88 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 12 545 | 0,03 | 782 | 5,82 | ||||
| 2025-08-12 | 13F | Bank OZK | 33 666 | −3,99 | 2 099 | 1,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8 117 | −20,61 | 506 | −15,95 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 3 461 | 0,00 | 216 | 5,39 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9 959 | −39,03 | 621 | −35,45 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 151 816 | 1,14 | 9 467 | 6,97 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 97 450 | −6,85 | 6 077 | −1,49 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 38 249 | 37,67 | 2 385 | 45,60 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 677 | 87,99 | 158 | 124,29 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 63 734 | 0,67 | 3 974 | 6,48 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 53 | 0,00 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6 388 | −17,34 | 400 | −12,09 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 25 967 | −5,48 | 1 619 | 0,00 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 7 777 | 0,00 | 485 | 5,90 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 55 329 | −18,85 | 3 450 | −14,18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 96 713 | −7,83 | 6 197 | 0,18 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 80 600 | 5 026 | ||||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 22 024 | 0,00 | 1 373 | 5,78 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 54 331 | 1,41 | 3 388 | 7,49 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 089 365 | 65,32 | 67 933 | 74,86 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 370 986 | 7,75 | 23 135 | 13,96 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 14 | 1 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 90 098 | −16,40 | 5 618 | −11,58 | ||||
| 2025-08-15 | 13F | Courage Capital Management Llc | 28 000 | 0,00 | 2 | 0,00 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 288 908 | 12,07 | 18 016 | 10,86 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 39 595 | 2 469 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4 581 | 286 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3 517 | 219 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 35 554 | 2 217 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 55 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 98 087 | −1,48 | 6 171 | −1,04 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9 740 | 0,31 | 607 | 6,12 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 108 225 | 373,92 | 6 749 | 401,34 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 7 513 | 0,00 | 469 | 5,88 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20 568 | 0,00 | 1 283 | 5,78 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 84 302 | −5,43 | 5 257 | 0,04 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 6 820 | 425 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 14 463 | −30,78 | 902 | −26,81 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 96 | 0,00 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 652 | 0,08 | 228 | 5,58 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 25 454 | −26,94 | 1 587 | −22,74 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 105 767 | −5,39 | 6 596 | 0,06 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 473 763 | −0,29 | 29 544 | 5,46 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2 142 | 12,62 | 134 | 18,75 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 314 | 269 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6 757 | 3,40 | 421 | 9,35 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 35 801 | −0,49 | 2 233 | 5,23 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17 115 | 7,54 | 1 067 | 13,75 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 203 565 | −0,51 | 12 808 | 6,18 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 353 713 | −4,79 | 22 058 | 0,70 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 204 | 215,31 | 137 | 234,15 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7 250 | 0,00 | 427 | 19,27 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 80 916 | 4,13 | 5 046 | 10,13 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10 334 | 61,44 | 644 | 70,82 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 818 | 0,00 | 363 | 5,54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 748 | 0,75 | 847 | 5,35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 408 714 | −0,70 | 88 316 | 5,59 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 350 | 22 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21 897 | −17,67 | 1 365 | −12,95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 209 523 | −11,41 | 13 066 | −6,30 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 7 716 | 0,78 | 481 | 6,65 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 7 243 | 0,00 | 452 | 5,62 | ||||
| 2025-07-24 | 13F | Eastern Bank | 35 054 | 9,84 | 2 186 | 16,16 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14 438 | −26,90 | 900 | −22,68 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 5 640 | 0,00 | 352 | 5,72 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2 723 | −23,47 | 174 | −16,75 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4 499 | 281 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 18 211 | 0,00 | 1 136 | 5,78 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 121 621 | −19,01 | 7 584 | −14,34 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 829 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 9 726 | 4,69 | 1 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 750 | 48,51 | 47 | 58,62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 433 629 | −3,17 | 214 121 | 2,41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27 173 | −2,74 | 1 695 | 2,85 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 087 979 | 13,82 | 254 926 | 20,38 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 209 455 | 0,00 | 13 062 | 5,77 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 740 | 13,81 | 296 | 12,17 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 211 950 | 13 217 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 211 142 | −1,22 | 13 167 | 4,47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25 423 723 | −2,67 | 1 585 423 | 2,94 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3 444 | 215 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 31 290 | −18,00 | 1 951 | −13,25 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 670 | 0,00 | 915 | 5,79 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 9 227 | 575 | ||||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 455 804 | −7,18 | 28 562 | −1,79 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 124 | −51,18 | 8 | −50,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3 824 | 0,00 | 238 | 5,78 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 50 719 | 0,00 | 3 224 | 1,96 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 8 464 | 0,00 | 528 | 5,61 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 10 887 | 0,00 | 679 | 5,77 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 459 | 6,42 | 465 | 12,59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67 710 | 46,03 | 4 222 | 54,48 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51 910 | 79,89 | 3 237 | 90,30 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 309 964 | −1,38 | 19 329 | 4,31 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50 956 | −0,83 | 3 178 | 4,89 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 6 151 | −1,90 | 384 | 3,79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 590 | 0,00 | 99 | 6,45 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 17 943 | 0,00 | 1 119 | 5,77 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 000 | 62 | ||||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 67 180 | −32,63 | 4 187 | −28,73 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26 166 | 8,99 | 1 632 | 15,27 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 608 173 | −2,18 | 37 926 | 3,46 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 27 037 | 0,00 | 1 686 | 5,77 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 17 820 | 949,47 | 1 | |||||
| 2025-07-31 | 13F | Avory & Company, LLC | 20 000 | 0,00 | 1 247 | 5,77 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 91 693 | −7,50 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 159 746 | 2,03 | 9 962 | 7,91 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 725 | 0,00 | 45 | 7,14 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 5 589 | 7,07 | 349 | 13,36 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 57 252 | −5,58 | 3 570 | −0,14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11 775 | 105,50 | 734 | 117,80 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7 303 | −3,30 | 455 | 2,25 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7 795 | 6 136,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 41 | −16,33 | 3 | 0,00 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10 249 | 141,89 | 639 | 156,63 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 413 | −7,71 | 774 | −2,40 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 485 | −5,99 | 217 | −0,46 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 59 627 | 1,10 | 3 718 | 6,93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 17 535 | −29,41 | 1 093 | −25,34 | ||||
| 2025-06-25 | NP | PUDAX - PGIM Real Assets Fund Class A | 113 181 | 60,32 | 7 036 | 88,53 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 375 | 0,00 | 23 | 4,55 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3 945 | 233 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 427 | 1,19 | 338 | 6,96 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 22 789 | 27,39 | 1 419 | 32,65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 031 | 46,00 | 1 000 | 54,56 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 3 457 | 216 | ||||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 16 250 | 0,00 | 1 013 | 5,74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 367 033 | −3,50 | 23 070 | 3,42 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 132 434 | −21,56 | 8 259 | −17,04 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8 785 | 27,45 | 548 | 34,73 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 20 052 | −75,00 | 1 261 | −73,36 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 298 243 | −1,71 | 18 598 | 3,96 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104 326 | 8,43 | 6 505 | 14,69 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 5 465 | 271 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 1 456 | 0,00 | 91 | 5,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 836 | 20,39 | 1 861 | 27,31 | ||||
| 2025-05-13 | 13F | Fca Corp /tx | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 413 | 0 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154 103 | 23,36 | 9 086 | 46,91 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 21 699 | −10,56 | 1 353 | −5,38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 95 786 | −0,78 | 5 973 | 4,96 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 7 459 | −2,69 | 465 | 3,10 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 183 074 | 9,14 | 11 416 | 15,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 896 829 | −20,93 | 866 595 | −16,37 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 80 | 0,00 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 11 443 | 0,00 | 714 | 5,79 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 7 355 | −2,52 | 434 | 16,09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 209 046 | −6,32 | 13 036 | −0,91 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 13 875 | −19,68 | 865 | −15,03 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 141 | −0,50 | 508 | 5,19 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 514 | 18,84 | 94 | 25,33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 240 586 | 3,24 | 15 003 | 9,19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 129 678 | −8,33 | 70 447 | −3,04 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 12 793 | 0,00 | 798 | 5,70 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 54 482 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 376 563 | −0,46 | 23 482 | 5,28 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 13 534 | −2,51 | 844 | 3,06 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 112 359 | −19,42 | 7 007 | −14,78 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 934 | 22,83 | 370 | 30,28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 676 720 | 7,87 | 42 200 | 14,09 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 958 | 6,07 | 372 | 12,08 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3 718 | 0,00 | 232 | 5,48 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27 963 | 4,49 | 1 744 | 10,53 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 119 913 | −2,74 | 7 539 | −5,33 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 252 | −12,29 | 390 | −7,38 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4 525 | 0,00 | 282 | 6,02 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 871 | 0,00 | 54 | 5,88 | ||||
| 2025-05-07 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 015 | 12,78 | 63 | 18,87 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 60 633 | −6,19 | 4 225 | 10,87 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 534 | 24,13 | 407 | 56,54 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 30 332 | −60,45 | 1 891 | −58,18 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 18 680 | 0,00 | 1 165 | 5,72 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 32 683 | 0,00 | 2 038 | 5,82 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4 149 | 0,00 | 259 | 5,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245 641 | 10,00 | 15 318 | 16,35 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 53 205 | −0,05 | 3 318 | 5,70 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 17 042 | −3,94 | 1 063 | 1,53 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 47 422 | 0,00 | 2 957 | 5,76 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12 984 | 11,26 | 810 | 17,59 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 117 426 | 0,29 | 7 323 | 6,07 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 51 748 | 4,90 | 3 289 | 13,30 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 60 735 | 16,84 | 3 787 | 23,60 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 122 316 | −2,58 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 283 060 | −29,80 | 17 652 | −25,75 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 5 391 | 0,00 | 336 | 5,99 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 48 393 | 2,57 | 3 018 | 8,49 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35 269 | −0,70 | 2 199 | 5,01 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 153 684 | 0,29 | 9 584 | 6,08 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 38 957 | 272,54 | 2 429 | 294,32 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 12 500 | 0,00 | 661 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23 880 | 561,86 | 1 489 | 602,36 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 17 160 | 0,17 | 1 070 | 5,94 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 880 573 | −9,32 | 54 920 | −4,09 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2 157 | 13,83 | 135 | 20,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 42 079 | 422,01 | 3 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 69 642 | 0,00 | 4 343 | 5,75 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 45 626 | 67,04 | 2 845 | 76,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 8 690 | 0,00 | 542 | 5,66 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 627 414 | −25,70 | 39 126 | −21,41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 167 212 | −3,93 | 10 427 | 1,61 | ||||
| 2025-08-27 | NP | RMDFX - Aspiriant Defensive Allocation Fund | 1 140 646 | 0,00 | 71 131 | 5,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 900 901 | −2,52 | 679 780 | 3,10 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 12 402 | 0,00 | 773 | 5,75 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 79 350 | 21,06 | 4 948 | 28,05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 259 194 | 9,30 | 16 163 | 15,61 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 66 378 | 16,42 | 4 139 | 23,15 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 547 | −8,01 | 1 655 | −2,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 764 144 | 0,03 | 47 652 | 5,80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 917 093 | 5,58 | 57 | 11,76 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 50 393 | 21,72 | 3 143 | 28,77 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 382 | 0,00 | 211 | 0,00 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1 319 | 0 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 7 112 | 0,00 | 419 | 19,03 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 685 552 | −13,86 | 42 751 | −8,90 | ||||
| 2025-07-21 | 13F | Hardman Johnston Global Advisors LLC | 3 600 | 0,00 | 224 | 5,66 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 497 | −26,98 | 280 | −22,87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 27 990 | −8,67 | 1 745 | −3,38 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 70 746 | 46,70 | 4 412 | 55,15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 74 885 | −11,95 | 4 670 | −6,88 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 6 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 243 055 | −5,19 | 15 157 | 0,27 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 303 | −78,03 | 206 | −76,86 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3 484 | 0,00 | 217 | 5,85 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 124 241 | −32,41 | 70 108 | −28,51 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 6 398 | 9,26 | 399 | 15,36 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 236 715 | −0,19 | 77 122 | 5,56 | ||||
| 2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21 763 | −12,49 | 1 342 | −7,20 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2 195 | 0,00 | 137 | 5,43 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 916 | 43,18 | 369 | 51,44 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 5 913 | −45,20 | 369 | −42,14 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 112 313 | 2,98 | 7 004 | 8,91 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 806 | −3,17 | 175 | 2,35 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 61 176 | −22,23 | 3 815 | −17,77 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 6 415 | 0,00 | 400 | 5,82 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Helium Advisors LLC | 9 940 | 0,00 | 620 | 5,63 | ||||
| 2025-06-03 | 13F | Invst, LLC | 55 792 | 10,76 | 3 289 | 31,88 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 459 | −5,96 | 403 | −0,50 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 133 809 | −15,25 | 8 344 | −10,36 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 3 472 | 217 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 120 936 | −2,10 | 7 542 | 3,54 | ||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 291 | 0,00 | 18 | 5,88 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 156 113 | 1,12 | 9 735 | 6,95 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 835 | −70,31 | 1 | −75,00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6 358 | −20,76 | 396 | −16,28 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 4 194 | 262 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 6 765 | −1,24 | 422 | 4,47 | ||||
| 2025-07-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 37 098 | −81,46 | 2 306 | −78,61 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 131 680 | −0,75 | 8 212 | 4,97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 017 | 0,00 | 313 | 5,76 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 155 471 | −9,18 | 72 055 | −3,94 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 4 844 | −4,76 | 302 | 1,00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 4 966 | 310 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35 366 | −0,14 | 2 205 | 5,60 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3 233 | 0,00 | 202 | 5,79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 672 817 | 4,92 | 229 036 | 10,97 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 276 | 0,00 | 17 | 6,25 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 68 602 | −5,60 | 4 278 | −0,14 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 39 341 | −66,02 | 2 453 | −64,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 368 429 | 2,77 | 85 335 | 8,70 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 30 411 | 41,71 | 1 896 | 49,88 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 6 577 | −1,50 | 410 | 4,33 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 5 498 | 0,00 | 343 | 5,56 | ||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 12 432 | −74,22 | 775 | −72,74 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 68 106 | −1,72 | 4 247 | 3,97 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 106 380 | 1 068,24 | 6 634 | 1 137,50 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 100 | −11,94 | 256 | −6,93 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 437 | 0,00 | 401 | 5,80 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 468 | 17,02 | 279 | 23,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 037 216 | 5,78 | 65 | 12,28 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 581 | −79,98 | 410 | −78,71 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 22 200 | −4,10 | 1 384 | 1,54 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 147 743 | 3 754,50 | 9 213 | 3 994,67 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 45 604 | 1,97 | 2 844 | 7,85 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 25 754 | −15,34 | 1 597 | −10,99 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 83 957 | −28,40 | 5 236 | −24,27 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 16 178 | −1,17 | 1 009 | 4,46 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 7 087 | 0,00 | 442 | 5,76 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 882 | 5,77 | 367 | 11,93 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 456 | −5,54 | 340 | 0,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 42 723 | −7,22 | 2 664 | −1,84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 632 981 | 7,11 | 39 473 | 13,28 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 18 025 | 12,50 | 1 124 | 19,07 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 135 608 | 0,00 | 8 457 | 5,77 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 550 | 0,00 | 34 | 6,25 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37 150 | 78,53 | 2 317 | 88,91 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20 628 | 75,17 | 1 286 | 85,30 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 695 | 0,00 | 43 | 7,50 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 14 401 | 0,40 | 898 | 6,27 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 32 136 | −4,96 | 2 004 | 0,55 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 10 842 | 1,80 | 676 | 7,81 | ||||
| 2025-08-12 | 13F | Bokf, Na | 315 146 | 2,94 | 19 653 | 8,88 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 361 300 | −5,25 | 22 531 | 0,22 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 163 249 | 10 180 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 151 481 | 9 446 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 55 742 | 0,65 | 3 476 | 6,46 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 370 | 0,00 | 85 | 6,25 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4 554 | −33,47 | 284 | −29,78 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 834 | 0,00 | 177 | 5,39 | ||||
| 2025-07-16 | 13F | Novem Group | 18 246 | 3,69 | 1 138 | 9,64 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 25 948 | 24,46 | 1 618 | 31,65 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 15 548 | −53,51 | 970 | −50,84 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 10 986 | −0,06 | 685 | 5,71 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 7 811 | 0,00 | 487 | 5,87 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 252 446 | −4,05 | 15 743 | −1,24 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 355 397 | 17,03 | 22 163 | 23,78 | ||||
| 2025-07-28 | 13F | Jordan Park Trust Co LLC | 18 651 | 0,00 | 1 163 | 5,82 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 12 384 | 9,70 | 772 | 16,09 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 368 | 210 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 589 730 | 5,21 | 36 776 | 11,28 |
