Grundläggande statistik
| Institutionella ägare | 685 total, 685 long only, 0 short only, 0 long/short - change of 2,98% MRQ |
| Genomsnittlig portföljallokering | 0.8362 % - change of 4,91% MRQ |
| Institutionella aktier (lång) | 236 874 636 (ex 13D/G) - change of −1,47MM shares −0,62% MRQ |
| Institutionellt värde (lång) | $ 12 442 369 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF (US:IGIB) har 685 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 236,874,636 aktier. Största aktieägare inkluderar Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, Northern Trust Corp, Prudential Plc, Envestnet Asset Management Inc, Assetmark, Inc, BlackRock, Inc., Morgan Stanley, Bank Of America Corp /de/, and One Capital Management, LLC .
iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF (NasdaqGM:IGIB) 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 54,23 / share. Previously, on September 16, 2024, the share price was 53,88 / share. This represents an increase of 0,65% 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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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 59 062 | 0,00 | 3 147 | 1,48 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 925 | −4,97 | 795 | −3,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 60 | −3,23 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 28 691 | 53,38 | 1 532 | 56,01 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Allocation Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 89 | 5 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 72 360 | −2,69 | 3 856 | −1,25 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Trajan Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 55 264 | 1 093,35 | 2 945 | 1 111,93 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11 299 041 | 10,17 | 602 126 | 11,78 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 641 | −1,38 | 34 | 0,00 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 19 928 | −16,61 | 1 062 | −15,46 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 188 203 | −3,11 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4 222 | −0,71 | 225 | 0,45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10 162 | 3,76 | 542 | 5,25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 267 | −0,45 | 281 | 1,45 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 468 | 0,00 | 25 | 0,00 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 193 663 | −2,86 | 10 320 | −1,43 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 75 638 | 10,58 | 4 031 | 14,39 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 93 977 | 4 989 | ||||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 34 839 | −3,54 | 1 857 | −2,11 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 21 347 | −7,13 | 1 138 | −5,80 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 254 896 | −0,84 | 13 583 | 0,61 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4 007 | 0,00 | 214 | 1,43 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 60 912 | 186,71 | 3 231 | 191,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 665 740 | 20,08 | 35 | 20,69 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 419 155 | 5,67 | 22 207 | 6,60 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33 873 | 9,43 | 1 805 | 11,08 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 16 000 | 0,00 | 840 | 1,94 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 29 487 | 11,49 | 1 571 | 13,10 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4 467 | −3,27 | 238 | −1,65 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 13 930 | −6,21 | 732 | −4,44 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 3 951 | 211 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 31 813 | 22,89 | 1 695 | 24,72 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 47 831 | −6,57 | 2 549 | −5,21 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 88 535 | 2,10 | 4 650 | 3,77 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 196 | 0,00 | 64 | 1,61 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 1 005 309 | 38,17 | 52 789 | 22,02 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 019 | −9,38 | 907 | −8,11 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 76 142 | 2,99 | 4 058 | 4,48 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 3 779 | 0,00 | 201 | 1,52 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 6 693 | −5,08 | 357 | −3,78 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4 122 | 1,18 | 220 | 2,34 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 974 | −0,62 | 1 225 | 0,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 593 178 | −14,49 | 32 | −13,89 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 414 | −97,21 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 317 082 | 22,19 | 16 897 | 23,98 | ||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 4 400 000 | −11,22 | 234 476 | −9,92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 857 | 0,07 | 525 | 1,55 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 4 110 | 1,13 | 219 | 2,82 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 002 | 480 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 811 164 | 0,30 | 149 807 | 1,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 834 | −13,65 | 577 | −12,31 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 262 | 334 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 232 182 | −12,26 | 12 194 | −10,54 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 8 000 | 426 | ||||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 7 576 | 398 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 514 085 | 2,37 | 27 396 | 3,87 | ||||
| 2025-08-11 | 13F | GFI Investment Counsel Ltd. | 11 984 | 0,00 | 639 | 1,43 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 7 600 | 22,58 | 405 | 24,62 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 169 222 | 25,73 | 9 018 | 27,57 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8 479 | 0,00 | 452 | 1,35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21 300 | 2 266,67 | 1 135 | 2 314,89 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 664 | 1 055,06 | 2 860 | 1 071,72 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 30 106 | −1,34 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 681 | 1,78 | 516 | 3,21 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Bnp Paribas | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 20 708 | −0,54 | 1 104 | 0,91 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 8 667 | 7,37 | 455 | 8,61 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 6 432 | −0,77 | 343 | 0,59 | ||||
| 2025-05-14 | 13F | Sax Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 170 | 0,00 | 9 | 12,50 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 240 000 | 0,00 | 13 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5 920 | 31,70 | 315 | 33,47 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 853 | 151,85 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 58 764 | −19,62 | 3 033 | −21,02 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 319 | 230 | ||||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 248 500 | −0,10 | 13 243 | 1,37 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 184 450 | 14,52 | 9 829 | 16,28 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 57 580 | −2,62 | 3 068 | −1,19 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 330 | 284 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 102 | 0,00 | 59 | 1,75 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 90 | 0,00 | 5 | 0,00 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 16 504 | 866 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 884 812 | −5,70 | 100 442 | −4,31 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 392 | −53,73 | 231 | −52,87 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4 619 | 2,87 | 244 | 4,74 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 342 703 | 0,69 | 18 263 | 2,16 | ||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 48 457 | 2 544 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 31 451 | −3,42 | 1 676 | −2,05 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 435 500 | 27,66 | 129 788 | 29,53 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 351 | 122,15 | 19 | 125,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 17 047 | 3,11 | 908 | 4,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 90 284 | 7,60 | 4 811 | 9,19 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 316 785 | −8,10 | 16 881 | −6,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 380 | 52,69 | 766 | 57,94 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 133 545 | 4,62 | 7 | 16,67 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 479 821 | 0,04 | 25 570 | 1,51 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 6 646 | 66,36 | 354 | 69,38 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6 382 | 0,00 | 340 | 1,49 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 115 | 0,00 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 400 | 61,82 | 714 | 64,52 | ||||
| 2025-08-25 | NP | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 9 020 | 0,00 | 481 | 1,48 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 94 285 | 15,31 | 5 024 | 17,00 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 8 769 | 0,09 | 467 | 1,52 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 330 | 0,00 | 18 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 084 | 0,00 | 271 | 1,12 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 49 792 | 22,74 | 2 653 | 24,55 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 18 | 1 | ||||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 38 | 2 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 91 252 | 2,94 | 4 863 | 4,45 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 642 | 25,88 | 34 | 30,77 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 495 915 | −2,08 | 26 427 | −0,64 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 123 | 28,12 | 7 | 20,00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 961 | −5,31 | 478 | −4,02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 76 111 | 13,84 | 4 039 | 15,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 236 567 | −2,92 | 12 607 | −1,50 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 764 | 0,00 | 41 | 0,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 41 271 | −2,67 | 2 199 | −1,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 135 422 | −3,89 | 7 217 | −2,49 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 19 606 | 1 045 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 877 | 6,57 | 366 | 8,28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 086 | 0,00 | 378 | 1,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 137 456 | 3,92 | 273 775 | 5,44 | ||||
| 2025-08-08 | 13F | Renasant Bank | 25 385 | −10,98 | 1 353 | −9,69 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 821 | 0,00 | 97 | 2,11 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 83 527 | 3,37 | 4 451 | 4,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 807 | 200,67 | 96 | 209,68 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 777 | 0,28 | 95 | 1,08 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 189 796 | 2,59 | 10 114 | 4,10 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 281 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 46 998 | −3,02 | 2 505 | −1,61 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Berkshire Bank | 4 867 | 0,00 | 259 | 1,57 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 515 | 0,00 | 27 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 27 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 689 | 0,35 | 197 | 1,55 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 928 | 7,14 | 476 | 8,70 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 31 062 | 1,14 | 1 655 | 2,60 | ||||
| 2025-08-28 | NP | GPINX - GuidePath(R) Income Fund | 496 356 | −5,93 | 26 451 | −2,68 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 424 956 | 305,69 | 22 306 | 310,55 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 442 | 0,45 | 24 | 0,00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 175 | 5,42 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 850 | −10,48 | 1 004 | −9,14 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 108 489 | 0,57 | 5 781 | 2,05 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 42 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 5 425 | 289 | ||||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 4 075 | 31,20 | 214 | 32,30 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 157 972 | 0,87 | 8 418 | 2,35 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 65 824 | 3,46 | 3 508 | 4,97 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 96 | 0,00 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 84 813 | −2,59 | 4 520 | −1,16 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 59 988 | 22,40 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 10 344 | 0,40 | 551 | 1,85 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 186 588 | −12,73 | 9 898 | −11,25 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5 903 | −15,10 | 315 | −13,97 | ||||
| 2025-08-14 | 13F | Endurance Services Ltd | 30 492 | 0,00 | 1 623 | 1,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 5 279 | 3,63 | 281 | 5,24 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 296 539 | 5,94 | 15 803 | 7,50 | ||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 43 875 | −4,57 | 2 338 | −3,15 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 183 | 0,00 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 142 | 0,00 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 756 | −1,56 | 1 000 | −0,10 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 32 965 | 0,34 | 1 757 | 1,80 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 323 000 | −25,85 | 17 213 | −24,76 | ||||
| 2025-04-22 | NP | DFLAX - BNY Mellon Floating Rate Income Fund Class A | 57 285 | −14,37 | 3 019 | −14,43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 86 526 | 1,92 | 4 611 | 3,41 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 706 836 | 6,99 | 37 667 | 8,56 | ||||
| 2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 28 429 | −2,10 | 1 493 | −2,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5 444 | 0,00 | 290 | 1,75 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4 610 | 0,11 | 246 | 1,66 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4 505 | 240 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 380 | 0,00 | 20 | 5,26 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 300 | 16 | ||||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8 673 | 0,94 | 462 | 2,44 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 64 026 | 4,15 | 3 412 | 5,67 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 450 | 0,00 | 24 | 0,00 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 17 311 | −6,37 | 923 | −5,05 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 359 | 232 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 118 618 | 7,30 | 6 321 | 8,89 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 3 814 | 203 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 108 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 55 829 | −4,18 | 2 975 | −2,78 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 49 326 | 16,44 | 2 629 | 18,17 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4 518 | 0,00 | 241 | 1,27 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 58 930 | 0,00 | 3 140 | 1,45 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4 450 | 270,83 | 236 | 274,60 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 76 143 | −0,27 | 4 058 | 1,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 067 586 | 0,42 | 163 472 | 1,89 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 384 | −15,09 | 287 | −14,11 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 310 445 | 0,00 | 16 544 | 1,47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 191 | 0,00 | 10 | 0,00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 3 468 | 0,00 | 185 | 1,10 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 13 199 | 1,03 | 703 | 2,48 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 92 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 8 960 403 | −15,20 | 477 500 | −13,96 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 10 434 | 0,00 | 556 | 1,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 655 466 | 29,51 | 34 930 | 31,41 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 28 646 | −9,85 | 1 520 | −8,87 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 7 616 | 0,01 | 406 | 1,50 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 11 532 | −13,38 | 615 | −12,16 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 301 151 | −2,69 | 16 048 | −1,26 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 354 875 | 2,39 | 72 201 | 3,90 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 556 464 | 4,27 | 29 654 | 5,80 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 39 441 | −2,16 | 2 101 | −0,85 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 7 361 | 392 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 184 269 | 29,26 | 9 820 | 31,15 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 13 930 | −6,21 | 732 | −4,44 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 870 | 46 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 344 877 | −0,08 | 18 378 | 1,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 65 931 | −42,76 | 3 513 | −19,13 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 85 361 | −4,56 | 4 549 | −3,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 636 | −47,74 | 34 | −46,77 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 6 172 | 0,00 | 329 | 1,23 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 593 | 0,00 | 298 | 1,71 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 39 | 2 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 189 718 | 9,53 | 10 110 | 11,14 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 800 | 0,00 | 43 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 100 | 0,00 | 59 | 1,75 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 152 | 0,00 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 266 | −0,82 | 494 | 0,61 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4 460 | 238 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3 701 | 0,33 | 197 | 2,07 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 370 151 | 4,29 | 19 725 | 5,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 367 | −63,66 | 552 | −63,15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 581 | 150,43 | 31 | 150,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 29 763 | 2 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 440 | 0,00 | 23 | 0,00 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 37 296 | 1,22 | 1 988 | 2,69 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 3 526 | −1,62 | 188 | −0,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 934 | 96,18 | 263 | 98,48 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 823 158 | 9,33 | 43 866 | 10,94 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 362 951 | 0,95 | 19 342 | 2,43 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 13 991 | −7,10 | 746 | −5,82 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 29 750 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Conning Inc. | 100 754 | 0,00 | 5 369 | 1,47 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 621 | 77,75 | 982 | 78,87 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 14 502 | −1,93 | 773 | −0,52 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 98 837 | 9,72 | 5 267 | 11,54 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 817 563 | 32,88 | 43 568 | 34,83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 547 | −16,40 | 455 | −15,11 | ||||
| 2025-05-01 | 13F | Rik Saylor Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 8 745 | 0,00 | 466 | 1,53 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 22 840 | 0,67 | 1 217 | 2,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 365 | 17,95 | 712 | 19,66 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 9 502 | 3,46 | 506 | 4,98 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20 603 | −1,59 | 1 098 | −0,18 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 452 856 | 84,61 | 24 133 | 87,32 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 19 248 | 36,52 | 1 018 | 37,57 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 117 | 6 | ||||||
| 2025-07-31 | 13F | City State Bank | 86 115 | 1,59 | 4 589 | 3,10 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 3 308 904 | −0,48 | 176 331 | 1,04 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 346 643 | −0,00 | 18 473 | 1,46 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 240 839 | 1,24 | 66 124 | 2,73 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 17 779 | 12,66 | 947 | 14,37 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 40 338 | −1,88 | 2 150 | −0,46 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7 990 | 8,80 | 426 | 10,39 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 502 | 240 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 11 543 | 0,00 | 615 | 1,49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 831 224 | −0,92 | 203 991 | 0,49 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 6 829 | 0,00 | 367 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 14 670 | 782 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 32 039 | 12,14 | 1 707 | 13,80 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43 136 | 11,35 | 2 299 | 12,98 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 532 873 | 27 448 | ||||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 16 899 | −19,64 | 901 | −18,39 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 11 934 | 8,27 | 636 | 9,86 | ||||
| 2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 3 280 475 | −0,48 | 172 258 | −0,83 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 999 | 266 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 204 185 | 16,25 | 10 881 | 17,96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 273 | 0,00 | 174 | 1,75 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 494 | 0,00 | 26 | 4,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 348 032 | 0,97 | 18 547 | 2,45 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 6 908 | 368 | ||||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 5 154 | 271 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 71 741 | −19,38 | 3 823 | −18,19 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 470 | 0,00 | 78 | 1,30 | ||||
| 2025-04-07 | 13F | Summit Global Investments | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 8 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 23 015 | −30,54 | 1 226 | −29,54 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 284 697 | 8,78 | 68 462 | 10,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 520 | 81 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 2 519 799 | −16,62 | 134 280 | −15,40 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 22 411 | 0,00 | 1 194 | 1,44 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 24 366 | 4,39 | 1 298 | 5,96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 392 | 234 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 20 411 | −5,34 | 1 083 | −4,16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 140 302 | 1,20 | 7 477 | 2,68 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 106 477 | −13,94 | 5 674 | −12,68 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3 970 | 0 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1 429 872 | −8,73 | 76 198 | −7,39 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 18 623 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 191 | −7,28 | 10 | 0,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 151 139 | −24,05 | 8 007 | −23,38 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 73 | 35,19 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 100,00 | ||||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5 373 | 0,00 | 286 | 1,42 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 32 | −64,44 | 2 | −75,00 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 6 603 | 1,16 | 352 | 2,63 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21 744 | −1,94 | 1 159 | −0,52 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 328 | −29,16 | 17 | −29,17 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 323 | −11,51 | 17 | −10,53 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 19 429 | −36,20 | 1 035 | −35,27 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 16 077 | −10,11 | 857 | −8,84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 210 130 | 336,89 | 11 198 | 343,27 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 23 987 | 3,48 | 1 278 | 5,01 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 406 | 0,00 | 22 | 0,00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 18 027 | 22,49 | 947 | 24,80 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9 051 | −51,93 | 482 | −51,21 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 4 502 | −73,28 | 240 | −72,96 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 441 | 0,00 | 183 | 1,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 105 168 | −3,85 | 5 604 | −2,44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 297 594 | −1,28 | 15 859 | 0,17 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 120 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 13 064 | 4,70 | 696 | 6,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 4 622 | 246 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 170 212 | 98,90 | 9 071 | 101,82 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 8 933 | 117,19 | 476 | 120,37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 96 000 | −56,48 | 5 116 | −55,85 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 32 | 2 | ||||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 51 630 | 71,13 | 2 712 | 74,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 832 | 26,26 | 204 | 28,30 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 25 169 | 6,34 | 1 341 | 7,88 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 26 057 | 18,45 | 1 389 | 20,07 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 966 | 460,42 | 371 | 470,77 | ||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20 835 | 1 110 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 27 255 | 96,01 | 1 452 | 98,90 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 22 695 | −0,75 | 1 209 | 0,75 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 446 486 | −0,14 | 77 083 | 1,32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 199 945 | 13,58 | 10 655 | 15,25 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 620 | 0,00 | 33 | 3,23 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 5 671 | 3,47 | 302 | 5,23 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 59 896 | 23,51 | 3 192 | 25,33 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 425 000 | 0,00 | 22 648 | 1,46 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 40 751 | 2,45 | 2 172 | 3,93 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 18 361 | 40,14 | 964 | 41,83 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 723 942 | −0,27 | 305 029 | 1,19 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 960 | 0,00 | 318 | 1,28 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 14 525 | 774 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 90 267 | 16,49 | 4 810 | 18,21 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 788 | 202 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7 131 | −4,45 | 380 | −2,81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 380 | 103,61 | 180 | 106,90 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 4 679 | 0,00 | 249 | 1,63 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 289 300 | 15 417 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1 557 206 | 1,48 | 82 984 | 2,97 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 881 074 | 3,88 | 100 242 | 5,40 | ||||
| 2025-08-06 | 13F | Simmons Bank | 10 606 | −0,75 | 565 | 0,71 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 12 446 | 1,08 | 663 | 2,63 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 679 | 0,00 | 249 | 1,63 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 105 852 | 8,80 | 5 641 | 10,39 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 4 173 | 222 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 99 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 81 800 | −12,29 | 4 359 | −11,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7 130 | 3,75 | 380 | 5,28 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 21 980 | 6,91 | 1 171 | 8,53 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7 149 | −17,20 | 381 | −16,11 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 742 | 40 | ||||||
| 2025-07-30 | NP | ARINX - Archer Income Fund | 5 000 | 0,00 | 263 | −0,38 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 11 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 220 713 | 20,63 | 11 762 | 22,40 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 11 242 | 2,12 | 599 | 3,63 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 6 500 | 0,00 | 346 | 1,47 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 55 360 | −14,32 | 2 950 | −13,06 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 294 042 | 15 669 | ||||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 229 019 | −2,61 | 12 204 | −1,18 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 169 | 62 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 783 100 | 2,54 | 521 341 | 4,05 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18 286 | −3,55 | 974 | −2,11 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 27 291 | −0,63 | 1 454 | 0,83 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 97 200 | 0,00 | 5 174 | 1,39 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 20 983 | 2,21 | 1 118 | 3,71 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 38 076 | 1,74 | 2 029 | 3,26 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 519 | 28 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 22 852 | 2,08 | 1 218 | 4,37 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 16 256 | 29,55 | 853 | 31,23 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 16 071 | 14,62 | 856 | 16,30 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 70 576 | −0,63 | 3 761 | 0,80 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 469 | 0,00 | 132 | 1,55 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 5 325 | 0,00 | 284 | 1,43 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 640 | 0,00 | 34 | 3,03 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 104 675 | 20,51 | 5 578 | 22,30 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 124 472 | 21,69 | 7 | 20,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30 465 | 10,17 | 1 619 | 11,50 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 35 764 | −12,66 | 1 906 | −11,40 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 181 | −99,72 | 10 | −99,74 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 12 210 | 23,90 | 651 | 25,73 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 44 827 | 4,98 | 2 389 | 6,51 | ||||
| 2025-05-06 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 119 | 2,85 | 220 | 4,29 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 13 074 | −1,95 | 697 | −0,57 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 6 454 | −1,90 | 344 | −0,58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 36 702 | 1,86 | 1 956 | 3,33 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 573 | 244 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 25 462 | 13,75 | 1 357 | 15,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 273 676 | −6,04 | 15 | −6,67 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1 075 021 | −1,24 | 57 288 | 0,21 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 35 899 | −1,32 | 1 910 | −0,05 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 172 571 | −8,18 | 9 196 | −6,83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 023 | −18,16 | 55 | −16,92 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 228 | 6,17 | 332 | 7,47 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 68 398 | −2,51 | 3 645 | −1,09 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 132 | 0,00 | 7 | 16,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 392 | 0,00 | 74 | 1,37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 543 | 0,00 | 29 | 0,00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 90 461 | −20,92 | 4 811 | −19,91 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 177 329 | 9 450 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 39 751 | 8,52 | 2 118 | 10,14 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 34 336 | 1 830 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 83 915 | −14,24 | 4 | −20,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 54 016 | 2 879 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 111 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 18 811 | −6,52 | 998 | −5,40 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 4 117 | −2,19 | 219 | −0,90 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 11 949 | −92,93 | 637 | −92,83 | ||||
| 2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 19 597 | 0,00 | 1 044 | 3,06 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 632 | −12,30 | 407 | −11,16 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 192 752 | 66,41 | 10 272 | 68,85 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 5 942 | 0,00 | 317 | 1,28 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11 212 | −28,64 | 597 | −27,64 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 57 761 | 0,00 | 3 078 | 1,48 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 38 343 | 3,98 | 2 014 | 6,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 249 | −7,26 | 120 | −6,30 | ||||
| 2025-06-26 | NP | LUBIX - Thrivent Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40 075 | 7,36 | 2 136 | 8,93 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 122 952 | 2,17 | 6 552 | 3,67 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 23 970 | 0,00 | 1 277 | 1,51 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4 916 | 0,12 | 262 | 1,56 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 22 272 | −64,49 | 1 187 | −64,00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 431 810 | 26,04 | 22 666 | 27,55 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 4 183 | 0,00 | 223 | 1,37 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 273 | −6,12 | 334 | −4,57 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 93 038 | 0,97 | 4 958 | 2,44 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 51 397 | 2 739 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 50 737 | 2 704 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 69 610 | 5,15 | 3 710 | 6,70 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 287 200 | 16,18 | 15 305 | 17,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 672 604 | −2,14 | 195 713 | −0,70 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 8 663 | −0,35 | 462 | 1,10 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 18 064 | 963 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 310 698 | −2,46 | 16 368 | 0,30 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 101 806 | −3,30 | 271 875 | −1,89 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 162 996 | 0,13 | 8 686 | 1,60 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 13 942 | 0,00 | 743 | 1,37 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 16 525 | 0,00 | 875 | 3,18 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 57 546 907 | −0,03 | 3 066 675 | 1,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 703 614 | 50,16 | 37 496 | 52,36 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 85 382 | 4 483 | ||||||
| 2025-08-14 | 13F | Cito Capital Group, LLC | 8 000 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 594 | 6,02 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 794 | 255 | ||||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 72 955 | −4,53 | 3 888 | −3,14 | ||||
| 2025-08-08 | 13F | Mitsubishi UFJ Trust & Banking Corp | 337 281 | 0,00 | 17 974 | 1,47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 16 000 | −68,75 | 853 | −68,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 144 179 | 9,33 | 7 683 | 10,95 | ||||
| 2025-07-09 | 13F | Exchange Bank | 7 672 | 0,00 | 409 | 1,49 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 109 958 | −69,54 | 5 831 | −69,20 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 498 | −1,52 | 186 | 0,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 641 | 0,03 | 567 | 1,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 153 283 | −10,96 | 8 168 | −9,66 | ||||
| 2025-08-14 | 13F | Nepc Llc | 160 | −10,61 | 9 | −11,11 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 259 | −3,31 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 45 704 | 0,00 | 2 436 | 1,46 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 57 202 | 10,75 | 3 048 | 12,39 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 15 155 | 6,08 | 808 | 7,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 274 755 | 4,84 | 14 642 | 6,38 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 628 | −7,38 | 353 | −5,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 974 | −7,92 | 265 | −6,36 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 1 660 | 0,00 | 88 | 1,15 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 170 | 0 | ||||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Swp Financial Llc | 20 592 | 34,85 | 1 097 | 36,95 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 46 400 | 0,79 | 2 472 | 123 500,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 101 795 | 3,99 | 5 425 | 5,50 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 486 | 0 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 69 880 | 5,96 | 3 724 | 7,51 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 43 923 | −31,46 | 2 341 | −30,46 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7 138 | 64,77 | 380 | 70,40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 79 234 | 4 222 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 22 924 | −27,83 | 1 222 | −26,80 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 70 997 | −3,65 | 3 783 | −2,22 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 26 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Haverford Financial Services, Inc. | 3 802 | 203 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 251 412 | 27,74 | 13 | 30,00 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 1 795 | 8,66 | 94 | 10,59 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 15 668 | −7,53 | 835 | −6,19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 11 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 64 791 | −7,91 | 3 453 | −6,58 | ||||
| 2025-05-07 | 13F | Rareview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 524 664 | 6,26 | 27 959 | 7,82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15 051 | −8,58 | 802 | −7,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 148 120 | 726,47 | 7 893 | 738,79 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21 095 | −5,70 | 1 124 | −4,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 27 000 | 17,90 | 1 439 | 19,63 | |||
| 2025-08-08 | 13F | TD Capital Management LLC | 3 248 | 0,78 | 173 | 2,37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 081 | −4,60 | 591 | −3,28 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 4 495 | 4,05 | 240 | 5,75 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 680 000 | 0,00 | 36 237 | 1,47 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 49 609 | 0,44 | 2 644 | 1,93 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 178 163 | 9 494 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 81 836 | 2,96 | 4 361 | 4,48 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 633 | −0,90 | 780 | 0,52 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 123 843 | 3,58 | 6 600 | 5,10 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 039 677 | 4 158 608,00 | 54 978 | 5 497 700,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 27 | 1 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 853 | −25,80 | 205 | −24,63 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 966 377 | −9,21 | 104 788 | −7,88 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 565 571 | −1,17 | 30 139 | 0,28 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 174 876 | 16,30 | 9 289 | 18,08 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 30 605 | 1,43 | 1 631 | 2,90 | ||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 6 400 | −13,51 | 341 | −12,11 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 447 138 | 1,66 | 23 828 | 3,15 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 170 777 | −14,81 | 9 101 | −13,56 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 269 312 | −2,27 | 14 352 | −0,84 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 53 328 | 946,67 | 2 842 | 964,04 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 4 950 | 0,00 | 264 | 1,54 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 223 | 12 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 181 330 | 16,53 | 9 663 | 20,56 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 349 225 | 1,47 | 18 610 | 2,95 | ||||
| 2025-08-07 | 13F | Commerce Bank | 6 675 | 0,00 | 356 | 1,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 787 930 | 13,64 | 361 729 | 15,31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 908 | −7,79 | 421 | −6,44 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 66 947 | −0,01 | 3 568 | 1,45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 930 | 29,40 | 1 381 | 31,27 | ||||
| 2025-07-17 | 13F | SWS Partners | 60 144 | −0,31 | 3 205 | 1,17 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 189 222 | −0,89 | 10 078 | 0,59 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4 525 841 | −0,79 | 241 182 | 0,66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 968 621 | −4,16 | 104 908 | −2,75 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 511 | −7,33 | 294 | −6,09 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 449 210 | 12,31 | 77 228 | 13,95 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 17 478 | −23,79 | 931 | −22,67 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 105 | 0,00 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 611 | 0,00 | 352 | 1,44 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 262 | 0,00 | 547 | 1,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 509 246 | 13,78 | 346 878 | 15,45 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 153 473 | 0,59 | 8 178 | 2,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 164 007 | 2,71 | 8 740 | 4,21 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 23 390 | −0,23 | 1 246 | 1,22 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 124 363 | 55,75 | 6 627 | 58,05 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 4 004 | 213 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 360 | 19 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5 800 | 2,65 | 309 | 4,39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 843 880 | 2,39 | 204 840 | 3,89 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-31 | 13F | CNB Bank | 3 211 | 0,00 | 171 | 1,79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 291 576 | 3,48 | 15 538 | 5,01 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 56 007 | −5,57 | 2 963 | −4,88 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2 486 | 0,00 | 132 | 1,54 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33 902 | −7,23 | 1 807 | −5,89 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 6 480 | −1,64 | 345 | −0,29 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 32 518 | 1 655 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 60 202 | −17,11 | 3 208 | −15,89 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 40 115 | −50,67 | 2 138 | −49,96 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 6 117 | −16,56 | 325 | −15,62 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 3 371 | −36,61 | 180 | −35,84 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 890 | 28,04 | 314 | 29,88 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 688 072 | 16,17 | 36 667 | 17,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 264 726 | −56,50 | 14 107 | −55,86 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 385 | −3,75 | 20 | 0,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 9 138 | −5,64 | 487 | −4,33 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 027 | 6 318,75 | 55 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 27 011 | 0,00 | 1 439 | 1,48 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 750 | −67,49 | 193 | −68,10 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 690 | 0,00 | 37 | 0,00 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 100 087 | 80,73 | 5 334 | 83,39 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 508 | −2,22 | 134 | −0,75 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 9 963 | −3,02 | 531 | −1,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 496 263 | 1,66 | 239 606 | 3,15 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 167 | 1,22 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383 | −1,03 | 20 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8 817 | 470 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 187 331 | −27,62 | 9 983 | −26,56 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 33 318 | 0,74 | 1 768 | 1,78 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 8 986 | −0,42 | 479 | 1,06 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 397 | 0,01 | 394 | 1,55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 568 987 | −65,66 | 136 901 | −65,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 694 046 | 106,28 | 36 754 | 107,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 122 568 | 22,97 | 7 | 20,00 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 8 745 | 0,00 | 466 | 1,53 | ||||
| 2025-04-23 | 13F | S.A. Mason LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 104 828 | 1,28 | 5 586 | 2,78 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 267 316 | 5,45 | 14 245 | 6,99 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 213 669 | −67,19 | 11 386 | −66,71 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 11 197 | 0,00 | 597 | 1,36 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 48 589 | 23,94 | 2 589 | 25,80 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3 936 | −11,49 | 210 | −10,30 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 4 105 | 0,00 | 219 | 1,40 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 5 580 | 18,50 | 297 | 20,24 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 166 345 | 16,15 | 8 841 | 17,55 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 289 783 | 16,16 | 15 443 | 17,87 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 458 | 19,14 | 451 | 20,97 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11 441 | 1,17 | 610 | 2,70 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 424 861 | 4,54 | 22 641 | 6,08 | ||||
| 2025-08-12 | 13F | Bokf, Na | 200 | 0,00 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | −50,71 | 35 | −50,72 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 143 077 | 4,70 | 7 625 | 6,23 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 16 890 | −24,23 | 900 | −23,08 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 9 984 | 532 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 455 | 0,00 | 24 | 4,35 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 14 496 | −8,30 | 772 | −6,99 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 2 | 0 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 45 570 | −3,66 | 2 428 | −2,25 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 130 | −78,72 | 7 | −81,25 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 4 059 | 0,57 | 216 | 2,37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 708 429 | 0,46 | 91 042 | 1,93 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 19 745 | 15,45 | 1 052 | 17,15 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 773 450 | 2,28 | 41 217 | 3,78 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 50 | −41,18 | 3 | −50,00 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 174 474 | 16,71 | 9 298 | 18,42 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 22 301 | 0,00 | 1 188 | 1,45 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 19 013 | −1,22 | 1 013 | 0,30 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 149 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 2 817 | 0,00 | 150 | 2,04 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 4 929 | 0,00 | 262 | 1,16 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 17 664 | 0,16 | 941 | 1,62 | ||||
| 2025-07-22 | 13F | Wynn Capital, LLC | 7 400 | 0,00 | 394 | 1,55 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 120 089 | −12,49 | 6 400 | −11,20 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 137 881 | −1,79 | 7 348 | −0,35 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 664 | 0,00 | 89 | 1,15 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 87 | 5 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 35 020 | −3,91 | 1 866 | −2,51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 625 | 59,71 | 1 632 | 62,07 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 259 994 | 643,60 | 13 855 | 654,63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 387 | 21 | ||||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 11 899 | −14,06 | 1 | |||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 10 399 | 0,21 | 554 | 1,65 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 77 954 | −30,25 | 4 154 | −29,22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 608 097 | 32 405 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 8 266 | −61,02 | 440 | −60,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 168 957 | −1,85 | 9 004 | 1,88 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 147 | 8 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 101 660 | 0,67 | 5 417 | 2,15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 958 | −11,07 | 637 | −9,77 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 680 | −56,03 | 303 | −55,46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 906 | −9,02 | 155 | −6,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 785 | −15,44 | 95 | −13,64 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 977 413 | 12,22 | 52 086 | 13,86 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 529 | 74,31 | 987 | 76,88 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 119 005 | 4,12 | 6 338 | 5,62 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 3 905 | 0,00 | 208 | 1,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 782 378 | 22,58 | 41 521 | 24,06 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 570 | 0,00 | 30 | 3,45 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 58 339 | −23,52 | 3 109 | −22,42 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 179 868 | 11,44 | 9 585 | 13,08 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 70 615 | 10,88 | 3 760 | 12,38 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 831 | 577 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 406 825 | −1,61 | 21 680 | −0,17 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14 030 | 2,76 | 748 | 4,18 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 88 195 | −0,70 | 4 663 | −0,02 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 43 812 | −0,61 | 2 335 | 0,82 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 190 360 | −1,72 | 10 144 | −0,28 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 134 | 7 | ||||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 334 801 | 342,85 | 17 842 | 349,40 | ||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 11 855 | 0,00 | 632 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 4 259 | 0,00 | 227 | 1,35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 308 357 | −69,67 | 16 432 | −69,23 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 82 435 | 2,55 | 4 372 | 3,58 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 270 | 0,00 | 174 | 1,75 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 089 | 0,00 | 271 | 1,50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 735 | 59,48 | 146 | 61,11 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 2 956 | 2,78 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 223 | 12 | ||||||
| 2025-04-09 | 13F | Cypress Financial Planning Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 33 216 | −16,80 | 1 770 | −15,55 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13 929 | 0,00 | 1 | |||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 4 122 960 | 0,00 | 216 414 | 1,20 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 10 331 | 31,82 | 542 | 33,50 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 176 401 | 53,53 | 9 400 | 55,78 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3 875 | 206 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 382 140 | −2,87 | 20 364 | −1,44 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 339 969 | −3,95 | 18 117 | −2,54 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 4 335 | 231 | ||||||
| 2025-08-05 | 13F | Holistic Financial Partners | 25 052 | −4,06 | 1 335 | −2,63 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 371 222 | 5,27 | 19 782 | 6,81 |
