Grundläggande statistik
Institutionella ägare | 977 total, 977 long only, 0 short only, 0 long/short - change of −0,40% MRQ |
Genomsnittlig portföljallokering | 0.8060 % - change of 0,39% MRQ |
Institutionella aktier (lång) | 396 049 697 (ex 13D/G) - change of 68,99MM shares 21,09% MRQ |
Institutionellt värde (lång) | $ 16 684 520 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (US:IGSB) har 977 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 396,049,697 aktier. Största aktieägare inkluderar Kingstone Capital Partners Texas, LLC, Northern Trust Corp, Charles Schwab Investment Management Inc, BlackRock, Inc., Matson Money. Inc., FMFIX - Free Market Fixed Income Fund Institutional Class, Ameriprise Financial Inc, Japan Science & Technology Agency, Bank Of America Corp /de/, and Fmr Llc .
iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (NasdaqGM:IGSB) 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 53,05 / share. Previously, on September 13, 2024, the share price was 52,60 / share. This represents an increase of 0,86% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel
.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 3 795 949 | 2,34 | 199 249 | 5,93 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 66 | 0,00 | 3 | 0,00 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 78 772 | −1,87 | 4 156 | −1,12 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 402 818 | 2,90 | 21 253 | 3,67 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 87 446 | 4 614 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 6 102 | 1,35 | 322 | 1,90 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 208 052 | −0,73 | 10 847 | −0,52 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 974 | 0,00 | 104 | 0,97 | ||||
2025-08-05 | 13F | Arch Capital Group Ltd. | 469 378 | −73,05 | 25 | −73,63 | ||||
2025-07-23 | 13F | Financial Life Advisors | 35 795 | −39,13 | 1 889 | −38,68 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 3 209 | 0,00 | 169 | 0,60 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 5 137 | 0,00 | 271 | 0,74 | ||||
2025-04-29 | 13F | Hm Payson & Co | 76 676 | 0,00 | 4 016 | 1,29 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 781 800 | 182,50 | 146 768 | 184,61 | ||||
2025-08-15 | 13F | Truefg, Llc | 7 469 | 0,17 | 394 | 1,03 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8 610 | −40,46 | 452 | −40,42 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 14 596 | −3,34 | 770 | −2,53 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 18 168 | −8,93 | 959 | −8,24 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 748 | −7,47 | 356 | −6,56 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 197 | 0,00 | 10 | 0,00 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 64 851 | 13,38 | 3 422 | 14,22 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 21 685 | 1 144 | ||||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 21 142 040 | −0,79 | 1 115 454 | −0,05 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 16 946 | 894 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 7 577 | 2,84 | 400 | 3,64 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 933 | −18,12 | 366 | −17,61 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 380 | −75,00 | 20 | −74,68 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 95 507 | 147,21 | 5 039 | 149,04 | ||||
2025-04-22 | NP | DFLAX - BNY Mellon Floating Rate Income Fund Class A | 44 185 | −30,43 | 2 313 | −30,16 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 15 086 | 0,00 | 796 | 0,63 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 217 | 0,00 | 11 | 0,00 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10 182 | −23,40 | 537 | −22,84 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 72 001 | −0,00 | 3 799 | 0,74 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 38 985 | 56,76 | 2 057 | 60,00 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 38 207 | −20,39 | 2 016 | −19,82 | ||||
2025-08-11 | 13F | Tidemark, LLC | 948 | 0,00 | 50 | 2,04 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 589 | 0,00 | 31 | 3,33 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 4 190 | 0,00 | 221 | 0,91 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 8 657 | −15,59 | 457 | −15,08 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 27 060 | −2,57 | 1 428 | −1,86 | ||||
2025-08-12 | 13F | Change Path, LLC | 23 366 | 49,53 | 1 233 | 50,61 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 59 550 | 6,88 | 3 142 | 7,68 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 9 568 | 0,00 | 505 | 0,60 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 279 948 | −8,16 | 14 770 | −7,47 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 515 522 | 11,80 | 27 199 | 12,63 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 1 568 693 | 1,29 | 82 764 | 2,05 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 106 764 | 0,00 | 5 633 | 0,73 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 36 766 | 1,06 | 1 940 | 1,78 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 019 329 | −2,24 | 159 | −1,24 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 37 770 | −2,97 | 1 993 | −2,26 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 120 405 | −2,63 | 58 799 | −2,43 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 94 581 | 2,23 | 4 990 | 2,99 | ||||
2025-08-04 | 13F | Spire Wealth Management | 14 615 | −36,25 | 771 | −35,75 | ||||
2025-08-07 | 13F | Davis R M Inc | 130 940 | −5,84 | 6 908 | −5,14 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 34 588 | 19,83 | 1 825 | 20,78 | ||||
2025-04-29 | 13F | Aviance Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 9 589 | 0,95 | 506 | 1,61 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 276 923 | 7,36 | 14 610 | 8,16 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 1 473 | −96,36 | 78 | −96,36 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 4 326 | 0,77 | 228 | 1,79 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 14 790 | 0,00 | 780 | 0,78 | ||||
2025-08-14 | 13F | Sona Asset Management (us) Llc | 2 535 000 | 133 747 | ||||||
2025-07-15 | 13F | McAdam, LLC | 6 037 | 7,00 | 319 | 7,80 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 36 564 | 2,79 | 1 929 | 3,60 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 806 043 | 5,38 | 253 567 | 6,17 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 22 809 | −8,47 | 1 204 | −7,81 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 41 594 | −0,50 | 2 194 | 0,23 | ||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 40 674 | −12,45 | 2 | 0,00 | ||||
2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 917 751 | 525,68 | 100 586 | 526,90 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 868 | 46 | ||||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 28 282 | −5,10 | 1 492 | −4,36 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 680 493 | 0,74 | 36 | 0,00 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 477 429 | −1,17 | 25 189 | −0,43 | ||||
2025-08-06 | 13F | DDFG, Inc | 134 236 | 3,15 | 7 082 | 3,93 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51 686 | 6,09 | 2 727 | 6,86 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 5 334 | 281 | ||||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 4 508 | 0,00 | 238 | 1,72 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 121 684 | −39,97 | 6 | −40,00 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Japan Science & Technology Agency | 9 770 000 | −6,06 | 515 465 | −5,36 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 13 914 | −1,90 | 734 | −1,08 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 1 130 | 0,00 | 59 | 1,72 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 6 536 | 20,63 | 345 | 21,55 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 604 | 0,00 | 32 | 0,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134 019 | 12,56 | 7 071 | 13,39 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Sabal Trust CO | 110 681 | −15,60 | 5 796 | −14,50 | ||||
2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 1 002 | 0,00 | 53 | 0,00 | ||||
2025-07-17 | 13F | Washington Capital Management Inc | 59 418 | 1,71 | 3 135 | 2,45 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 066 679 | 1,05 | 161 798 | 1,80 | ||||
2025-07-18 | 13F | Founders Capital Management | 1 040 | 0,00 | 55 | 0,00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 16 123 | 29,01 | 851 | 29,97 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 335 650 | 3,87 | 17 709 | 4,64 | ||||
2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 12 327 | 6,42 | 647 | 7,48 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 000 | 0,00 | 264 | 0,77 | ||||
2025-08-08 | 13F | Mittelman Wealth Management | 74 500 | 73,86 | 3 931 | 75,13 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 16 041 | 68,37 | 846 | 69,88 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 43 555 | −5,03 | 2 298 | −4,33 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 413 557 | −0,28 | 21 819 | 0,47 | ||||
2025-07-15 | 13F | Graypoint LLC | 487 738 | 11,19 | 25 733 | 12,02 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 5 322 | −0,47 | 0 | |||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 24 273 | −4,10 | 1 281 | −3,40 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 158 503 | 911,57 | 8 363 | 919,76 | ||||
2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 596 | 5,30 | 31 | 6,90 | ||||
2025-08-06 | 13F | Bensler, LLC | 4 175 | 220 | ||||||
2025-08-13 | 13F | Colonial Trust Advisors | 3 539 | −2,99 | 187 | −2,62 | ||||
2025-08-12 | 13F | Ensign Peak Advisors, Inc | 300 000 | 0,00 | 15 828 | 0,74 | ||||
2025-07-25 | 13F | Cwm, Llc | 204 395 | 6,11 | 11 | 0,00 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 808 279 | 7,79 | 42 645 | 8,59 | ||||
2025-08-04 | 13F | Atria Investments Llc | 20 351 | −15,61 | 1 074 | −14,98 | ||||
2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 120 | 0,00 | 6 | 0,00 | ||||
2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 30 150 | 7,68 | 2 | 0,00 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 157 000 | 0,00 | 8 | 0,00 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 11 844 | 57,21 | 625 | 58,38 | ||||
2025-07-17 | 13F | City Holding Co | 560 | 0,00 | 30 | 0,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 9 926 | 11,39 | 1 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 137 586 | −29,34 | 7 225 | −28,93 | ||||
2025-05-15 | 13F | Bnp Paribas | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 23 863 | 85,78 | 1 250 | 86,85 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 12 300 | −10,55 | 649 | −10,12 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 809 | 0,00 | 43 | 0,00 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 14 057 | 0,00 | 742 | 0,68 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 43 993 | −13,25 | 2 321 | −12,58 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 27 575 | 5,20 | 1 455 | 5,98 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 36 007 | −2,76 | 1 900 | −2,06 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 362 158 | −4,60 | 19 107 | −3,89 | ||||
2025-08-08 | 13F | City Of London Investment Management Co Ltd | 13 577 | −18,06 | 716 | −17,42 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 82 107 | −8,99 | 4 309 | −7,85 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 3 954 | −22,17 | 209 | −21,80 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 69 005 | −4,42 | 3 618 | −3,78 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 15 862 | 0,82 | 837 | 1,58 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 16 | 0,00 | 1 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 431 | 7,18 | 234 | 7,87 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 198 411 | 1,13 | 10 468 | 1,88 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 738 175 | 1,21 | 197 226 | 1,96 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 6 949 | 0,00 | 367 | 0,83 | ||||
2025-07-14 | 13F | Seascape Capital Management | 6 600 | 0,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 2 148 930 | 7,62 | 113 378 | 8,42 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 53 936 | 0,97 | 2 846 | 1,72 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 3 653 | 121 666,67 | 192 | |||||
2025-07-17 | 13F | Independence Bank of Kentucky | 864 | 0,00 | 46 | 0,00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 5 251 | 0,00 | 276 | 0,73 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 891 | 14,38 | 47 | 17,50 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 359 | 4,97 | 19 | 5,88 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 209 465 | −13,03 | 11 051 | −12,38 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 168 687 | 3,03 | 8 900 | 3,79 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 116 009 | 9,84 | 6 | 20,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 81 684 | 8,62 | 4 310 | 9,42 | ||||
2025-08-14 | 13F | Point72 Asset Management, L.P. | 2 432 000 | 0,00 | 128 312 | 0,75 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 9 139 | 0,00 | 0 | |||||
2025-08-14 | 13F | Family Management Corp | 986 | 0,00 | 52 | 1,96 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 5 013 | 0,44 | 264 | 1,15 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 63 890 | −0,85 | 3 371 | −0,12 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 31 512 | −3,97 | 1 663 | −1,19 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 7 000 | 369 | ||||||
2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 822 | 1,86 | 43 | 4,88 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 18 730 | −1,75 | 988 | −1,00 | ||||
2025-07-11 | 13F | First PREMIER Bank | 1 895 | 10,88 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 962 | −14,44 | 156 | −13,81 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 129 677 | 4,09 | 6 842 | 4,60 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 181 | 5,85 | 10 | 12,50 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 179 428 | −4,10 | 9 467 | −3,39 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 87 674 | −37,12 | 4 626 | −36,66 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 248 321 | −2,13 | 13 101 | −1,41 | ||||
2025-04-22 | 13F | Cottage Street Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 22 582 | 16,81 | 1 191 | 17,69 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 47 516 | 5,27 | 2 507 | 6,05 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 108 | 3,97 | 217 | 4,85 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 184 | 0,00 | 10 | 0,00 | ||||
2025-08-14 | 13F | Comerica Bank | 72 120 | 0,15 | 3 805 | 0,90 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 076 | −2,46 | 215 | −1,38 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 402 | −72,21 | 74 | −72,35 | ||||
2025-07-28 | 13F | Copia Wealth Management | 743 | −23,48 | 39 | −22,00 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17 660 | −22,22 | 932 | −21,70 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 12 776 | 0,97 | 674 | 1,81 | ||||
2025-08-25 | NP | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 9 090 | 0,00 | 480 | 0,63 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2 113 | −1,90 | 111 | −0,89 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 25 567 | 10 779,57 | 1 347 | 11 125,00 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 190 871 | 5,93 | 10 070 | 6,72 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | United Bank | 80 537 | 7,08 | 4 249 | 7,90 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 2 333 | 0,04 | 123 | 0,82 | ||||
2025-08-11 | 13F | Citigroup Inc | 219 005 | −11,44 | 11 555 | −10,78 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 28 781 | 1 518 | ||||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 10 556 | 23,20 | 557 | 24,11 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 12 670 | 668 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 6 461 | −0,32 | 341 | 0,29 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 8 195 | 0,10 | 432 | 0,93 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 746 | 2,08 | 145 | 2,86 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 371 | 62,72 | 20 | 72,73 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 225 151 | 2,25 | 11 787 | 2,64 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 2 334 | −0,64 | 123 | 0,00 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 13 301 | −9,07 | 702 | −8,49 | ||||
2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Trinity Legacy Partners, LLC | 92 150 | 2,31 | 4 835 | 2,98 | ||||
2025-06-26 | NP | BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 419 790 | 22 035 | ||||||
2025-07-09 | 13F | Bank of New Hampshire | 690 | 0,00 | 36 | 0,00 | ||||
2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Guggenheim Capital Llc | 326 425 | −1,47 | 17 222 | −0,73 | ||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 4 123 | −0,48 | 218 | 0,46 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 12 470 | 1,96 | 658 | 2,66 | ||||
2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 1 969 | −3,34 | 104 | −2,83 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 140 | 0,00 | 7 | 0,00 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 4 634 | −3,50 | 243 | −3,19 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 1 392 | 73 | ||||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 22 | 1 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 150 | −52,98 | 8 | −56,25 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 5 470 | 0,00 | 289 | 0,70 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 5 650 | 27,51 | 297 | 28,70 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 72 613 | 1 059,40 | 3 831 | 1 067,99 | ||||
2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 12 530 | −94,83 | 658 | −94,78 | ||||
2025-08-13 | 13F | New South Capital Management Inc | 55 525 | −15,38 | 2 929 | −14,76 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 881 002 | −4,95 | 46 482 | −4,24 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 9 482 | 0,00 | 500 | 0,81 | ||||
2025-08-01 | 13F | James Investment Research Inc | 200 553 | −3,34 | 10 581 | −2,61 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 28 507 | 8,72 | 1 504 | 9,47 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 173 077 | 6,13 | 9 132 | 6,92 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 485 256 | −2,77 | 25 529 | −2,03 | ||||
2025-07-23 | 13F | Bingham Private Wealth, Llc | 23 762 | 0,41 | 1 254 | 1,13 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 63 801 | −0,04 | 3 366 | 0,72 | ||||
2025-07-23 | 13F | DMG Group, LLC | 72 261 | 27,18 | 3 812 | 28,13 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 58 075 | 7,25 | 3 | 50,00 | ||||
2025-07-29 | 13F | Regions Financial Corp | 125 386 | 12,73 | 6 615 | 13,56 | ||||
2025-08-14 | 13F | Endurance Services Ltd | 100 582 | 0,00 | 5 307 | 0,74 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 459 | 15,62 | 24 | 20,00 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 954 | 209 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 639 | 218,47 | 8 897 | 220,84 | ||||
2025-07-16 | 13F | Plancorp, LLC | 19 739 | −0,95 | 1 041 | −0,19 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 21 406 | 0,00 | 1 129 | 0,71 | ||||
2025-08-12 | 13F | Wulff, Hansen & Co. | 17 190 | −10,61 | 907 | −10,03 | ||||
2025-08-15 | 13F | Johns Hopkins University | 321 905 | 0,00 | 16 984 | 0,74 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 24 064 | 3,04 | 1 270 | 3,76 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 11 241 | 593 | ||||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 19 907 | 0,00 | 1 050 | 0,77 | ||||
2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 817 000 | −10,79 | 43 105 | −10,13 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 493 865 | 1,63 | 78 816 | 2,38 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 14 370 | −0,69 | 758 | 0,13 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 774 660 | −5,53 | 40 871 | −4,82 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 30 925 | 267,19 | 1 632 | 269,84 | ||||
2025-08-29 | NP | SHIEX - Catalyst/Exceed Defined Shield Fund Class A | 106 764 | 0,00 | 5 633 | 0,73 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 5 631 | −13,20 | 297 | −12,39 | ||||
2025-08-12 | 13F | Main Management LLC | 151 505 | 0,17 | 8 | 0,00 | ||||
2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rossmore Private Capital | 14 729 | 14,94 | 777 | 15,80 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 29 584 | −3,42 | 1 561 | −2,74 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 72 664 | −10,93 | 3 834 | −10,28 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 30 726 | 9,34 | 1 621 | 10,20 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 80 | 0,00 | 0 | |||||
2025-05-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | MTM Investment Management, LLC | 300 | 16 | ||||||
2025-08-12 | 13F | First Washington CORP | 31 420 | 0,00 | 1 658 | 0,73 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 51 160 | −26,04 | 2 691 | −25,70 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 51 648 | −7,70 | 2 725 | −7,03 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 7 129 | 0,27 | 375 | 2,18 | ||||
2025-07-22 | 13F | Bank Hapoalim Bm | 1 | |||||||
2025-07-30 | 13F | MTC Wealth Management LLC | 236 694 | −3,19 | 12 488 | −2,47 | ||||
2025-08-13 | 13F | Nyl Investors Llc | 50 301 | −98,98 | 2 654 | −98,97 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 997 | 0,00 | 53 | 0,00 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 23 531 | 52,58 | 1 241 | 53,78 | ||||
2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 113 487 | −2,52 | 5 952 | −2,33 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 19 895 | 4,74 | 1 | |||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4 400 | −90,69 | 232 | −90,29 | ||||
2025-08-08 | 13F | Union Savings Bank | 16 032 | −4,53 | 844 | −4,10 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 5 954 | 0,00 | 314 | 0,96 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 37 071 | −2,39 | 1 944 | −1,22 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 12 905 | −5,31 | 681 | −4,63 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 31 596 | −1,19 | 1 667 | −0,42 | ||||
2025-07-15 | 13F | Bfsg, Llc | 1 | 0,00 | 0 | |||||
2025-07-21 | 13F | Barrett & Company, Inc. | 800 | 0,00 | 42 | 2,44 | ||||
2025-08-04 | 13F | Buckhead Capital Management Llc | 29 004 | −0,22 | 1 530 | 0,53 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 55 959 | −0,78 | 2 952 | −0,03 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 202 | 11 | ||||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 25 130 | 0,00 | 1 326 | 0,68 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 43 900 | 0,00 | 2 316 | 0,78 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 833 | 44 | ||||||
2025-07-21 | 13F | Successful Portfolios LLC | 8 486 | 0,00 | 448 | 0,68 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 211 | −16,05 | 433 | −15,43 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 27 554 | −16,79 | 1 454 | −16,21 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 945 151 | −21,60 | 102 626 | −21,02 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 399 | 74 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 20 682 | 1 091 | ||||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 150 637 | −0,06 | 7 948 | 0,68 | ||||
2025-08-13 | 13F | 1492 Capital Management LLC | 9 148 | −2,16 | 483 | −1,43 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 74 854 | 0,21 | 3 949 | 0,97 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 34 273 | −26,24 | 1 808 | −25,69 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 653 | 0,00 | 298 | 0,68 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 993 | −0,33 | 474 | 0,42 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 8 882 | −5,33 | 465 | −4,12 | ||||
2025-07-28 | 13F | Courier Capital Llc | 53 226 | −9,45 | 2 808 | −8,77 | ||||
2025-07-18 | 13F | Ninety One UK Ltd | 6 520 | 0,00 | 344 | 0,59 | ||||
2025-08-14 | 13F | Black Maple Capital Management LP | 5 000 | 0,00 | 264 | 0,77 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 711 | −44,07 | 407 | −43,77 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 824 228 | 11,08 | 43 486 | 11,91 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 6 216 | 0,00 | 328 | 0,62 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 19 712 | −3,12 | 1 040 | −2,44 | ||||
2025-05-15 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 105 123 | 2,66 | 5 546 | 3,43 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 41 | 2,50 | 2 | 0,00 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 35 479 | 2,95 | 1 872 | 3,71 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 99 089 | 0,40 | 5 228 | 1,14 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 271 | 0,00 | 67 | 1,52 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 156 871 | 0,03 | 8 277 | 0,78 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 223 837 | −7,71 | 11 810 | −7,02 | ||||
2025-08-13 | 13F | Alerus Financial Na | 156 | 8 | ||||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 17 292 | 1,08 | 912 | 1,90 | ||||
2025-04-25 | 13F | Family Capital Trust Co | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 315 | 17 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 16 227 | 93,25 | 856 | 94,99 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1 056 | 56 | ||||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 4 205 973 | 5,79 | 221 907 | 6,58 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 517 776 | −3,27 | 27 318 | −2,55 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 134 712 | −0,20 | 7 107 | 0,54 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 5 031 | 265 | ||||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 928 958 | 5,16 | 49 012 | 5,94 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 234 | −4,17 | 276 | −2,13 | ||||
2025-08-12 | 13F | Rock Creek Group, LP | 11 347 | 599 | ||||||
2025-08-13 | 13F | Haverford Trust Co | 1 718 801 | −0,67 | 90 684 | 0,07 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 116 724 | 15,74 | 6 158 | 16,61 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 25 178 | −16,06 | 1 328 | −15,41 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 145 232 | −10,69 | 7 662 | −10,03 | ||||
2025-04-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 870 | −45,06 | 204 | −44,57 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 764 | −58,86 | 93 | −58,93 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 37 540 | 0,00 | 2 | 0,00 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 12 051 | −1,21 | 636 | −0,47 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38 777 | 20,00 | 2 046 | 20,86 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 6 344 | 62,33 | 335 | 63,73 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 49 528 | 4,35 | 2 613 | 5,15 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 944 | 40,18 | 2 055 | 41,75 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 20 581 | 1 086 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9 389 | −4,89 | 495 | −4,26 | ||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 45 405 | −1,35 | 2 396 | −0,62 | ||||
2025-08-05 | 13F | Tsfg, Llc | 532 | 0,00 | 0 | |||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Webster Bank, N. A. | 5 329 | 4,41 | 281 | 5,24 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 51 413 | −15,27 | 2 713 | −14,64 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 243 214 | 4,49 | 65 592 | 5,27 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 1 | 0,00 | 0 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 687 177 | 33,51 | 36 255 | 34,51 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 9 450 | 0,00 | 0 | |||||
2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lazard Asset Management Llc | 25 | −4,00 | ||||||
2025-08-12 | 13F | Tableaux Llc | 13 297 | −82,81 | 2 510 | −38,06 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 987 | −2,40 | 11 290 | −1,67 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 157 017 | 0,00 | 8 284 | 0,75 | ||||
2025-04-03 | 13F | First Hawaiian Bank | 7 841 | −21,04 | 411 | −20,08 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 12 873 | 1,18 | 679 | 1,95 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 10 385 | 0,00 | 548 | 0,74 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 15 287 | −1,25 | 807 | −0,49 | ||||
2025-08-07 | 13F | Payden & Rygel | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 667 525 | −0,73 | 35 219 | 0,01 | ||||
2025-08-14 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Schaeffer Financial LLC | 348 482 | 8,73 | 18 386 | 9,54 | ||||
2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7 519 | −0,58 | 397 | 0,00 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 136 541 | 305,96 | 7 204 | 309,03 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 10 614 | −35,02 | 560 | −34,62 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 4 720 | −4,07 | 249 | −3,11 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 75 609 | 2,21 | 3 989 | 3,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 503 | 9,83 | 554 | 11,02 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 28 731 | −27,48 | 1 508 | −27,34 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99 318 | 16,19 | 5 240 | 17,07 | ||||
2025-07-30 | 13F | Matson Money. Inc. | 13 287 182 | −0,14 | 701 032 | 0,59 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 339 783 | −35,34 | 17 927 | −34,86 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 753 248 | 14,56 | 39 741 | 15,42 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 12 898 005 | −6,38 | 680 519 | −6,70 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 39 611 | 34,32 | 2 090 | 35,30 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Optimum Investment Advisors | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 117 517 | 8,19 | 6 200 | 9,00 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 119 347 | 6,11 | 6 297 | 6,89 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 57 050 | 9,12 | 3 010 | 9,94 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 18 795 | −5,60 | 992 | −4,89 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 3 750 | 0,00 | 198 | 0,51 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 975 | −20,03 | 421 | −19,54 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62 115 | 352,17 | 3 277 | 355,77 | ||||
2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 47 280 | −9,83 | 2 494 | −9,18 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 773 440 | 1,66 | 40 807 | 2,42 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 253 505 | −0,43 | 13 375 | 0,32 | ||||
2025-07-15 | 13F | Unified Investment Management | 41 665 | 0,08 | 2 198 | 0,83 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 239 318 | 1,96 | 12 626 | 2,72 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 8 043 | −5,78 | 424 | −5,15 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 4 850 | 1 322,29 | 256 | 1 400,00 | ||||
2025-07-15 | 13F | Verum Partners LLC | 8 003 | 1,11 | 422 | 1,93 | ||||
2025-07-15 | 13F | Cardinal Capital Management | 15 340 | 0,00 | 809 | 0,75 | ||||
2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 13 083 536 | −1,29 | 686 231 | −1,11 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 26 649 | 54,73 | 1 406 | 56,05 | ||||
2025-08-13 | 13F | M&t Bank Corp | 16 380 | 157,67 | 864 | 160,24 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 7 450 | 393 | ||||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27 000 | 5,99 | 1 425 | 8,21 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 151 216 | 11,25 | 60 738 | 12,08 | ||||
2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 894 272 | 31,59 | 47 173 | 32,57 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12 655 | −11,13 | 668 | −10,47 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 31 272 | −5,97 | 1 650 | −5,28 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 460 | 0,66 | 386 | −0,77 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 53 797 | −12,03 | 3 | −33,33 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 849 | 0,00 | 203 | 1,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7 772 | 0,00 | 410 | 0,74 | ||||
2025-08-08 | 13F | Bailard, Inc. | 215 228 | 29,60 | 11 355 | 30,56 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 752 802 | 35,71 | 409 038 | 36,72 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 12 249 | 0,44 | 646 | 1,25 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 126 240 | −2,24 | 6 660 | −1,51 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 72 | 0,00 | 4 | 0,00 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 884 | −3,96 | 205 | −3,32 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 183 498 | 24,79 | 9 681 | 25,73 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 473 | 183 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 6 710 | −67,89 | 354 | −67,64 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 50 945 | −0,59 | 2 688 | 0,15 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 5 127 | 0,00 | 271 | 0,75 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 084 | −5,91 | 427 | −5,12 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 6 538 | 0,76 | 344 | 1,48 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10 000 | 0,00 | 527 | 1,35 | ||||
2025-08-05 | 13F | Allstate Corp | 4 867 676 | 17,31 | 256 819 | 18,19 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 124 960 | 15,12 | 6 593 | 15,97 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 6 625 | 0,27 | 350 | 0,87 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 5 202 | 0,00 | 274 | 0,74 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 4 719 | −22,12 | 249 | −21,77 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 79 152 | 54,31 | 4 176 | 55,47 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 5 309 | 0,89 | 280 | 1,82 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 3 837 | 202 | ||||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 7 327 | −36,66 | 386 | −36,20 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 40 229 | −10,26 | 2 122 | −9,59 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 127 660 | 13,17 | 6 735 | 14,02 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 821 | 0,00 | 0 | |||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 1 152 931 | 2,95 | 60 829 | 3,72 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 3 886 | −9,33 | 0 | |||||
2025-07-23 | 13F | Seamount Financial Group Inc | 4 361 | −9,73 | 230 | −8,73 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 831 | 0,00 | 44 | 0,00 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 5 148 | 0,00 | 272 | 1,88 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 11 009 | −0,07 | 581 | 0,69 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 33 | 37,50 | 2 | 0,00 | ||||
2025-07-07 | 13F | Investors Research Corp | 12 | 1 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 60 | −34,07 | 3 | −25,00 | ||||
2025-08-13 | 13F | JT Stratford LLC | 102 236 | 6,58 | 5 394 | 7,37 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 10 584 | −76,33 | 558 | −76,16 | ||||
2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5 118 | 0,00 | 270 | 0,75 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4 000 | 0,00 | 211 | 0,96 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Kwmg, Llc | 239 691 | 6,66 | 12 646 | 7,46 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 23 912 | 5,82 | 1 262 | 6,59 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 30 463 | 1,42 | 1 607 | 2,16 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 149 454 | 1,37 | 7 885 | 2,12 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 2 915 | 1,57 | 154 | 2,00 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 6 953 | 16,68 | 367 | 17,31 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 230 | 0,00 | 12 | 0,00 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 212 946 | −61,22 | 11 235 | −60,93 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 4 965 | 0,20 | 262 | 0,77 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 27 081 | −49,21 | 1 429 | −48,85 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 101 220 | 10,38 | 5 340 | 11,20 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 29 116 | −0,68 | 2 | 0,00 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 24 484 | −12,11 | 1 292 | −11,45 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 26 645 | 12,45 | 1 406 | 13,31 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 3 856 | 203 | ||||||
2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 372 082 | 1,16 | 19 631 | 1,91 | ||||
2025-07-30 | 13F | Townsend & Associates, Inc | 5 552 | −9,75 | 292 | −8,75 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 530 | −0,55 | 1 347 | 0,22 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 631 | 0,00 | 33 | 0,00 | ||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 89 156 | 7,35 | 4 704 | 8,14 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 3 852 | −62,15 | 203 | −61,84 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 189 183 | −2,11 | 9 981 | −1,37 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 88 998 | −2,28 | 4 696 | −1,55 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 1 320 082 | 26,43 | 69 648 | 27,38 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 7 650 | −23,69 | 404 | −23,24 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 802 | 253 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 1 120 100 | −43,42 | 59 096 | −43,00 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 1 660 | 0,00 | 88 | 1,16 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 298 993 | 111,40 | 15 775 | 112,99 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 500 | 0,00 | 26 | 0,00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 150 966 | 7,07 | 7 965 | 7,85 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 335 115 | 11,32 | 17 681 | 12,15 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 63 784 | −29,90 | 3 365 | −29,38 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 39 | 2 | ||||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 1 831 | 6,45 | 97 | 6,67 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 7 042 | 0,00 | 372 | 0,82 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 719 911 | 6,38 | 37 982 | 7,18 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 3 320 | 175 | ||||||
2025-08-28 | NP | BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES | 284 261 | 0,00 | 14 998 | 0,75 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 61 541 | −2,14 | 3 247 | −1,43 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 6 295 | 0,00 | 332 | 0,91 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 23 380 | 0,00 | 1 234 | 0,74 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 6 087 | 7,45 | 321 | 8,45 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 172 695 | 9 | ||||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 70 366 236 | 652 284,91 | 3 583 | 533,98 | ||||
2025-08-12 | 13F | Cumberland Partners Ltd | 25 855 | 66,91 | 1 364 | 68,19 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 36 814 | −6,33 | 1 942 | −5,64 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44 013 | −0,34 | 2 322 | 0,43 | ||||
2025-08-13 | 13F | F/M Investments LLC | 28 272 | 0,00 | 1 492 | 0,74 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2 935 379 | 1,40 | 154 871 | 2,15 | ||||
2025-04-23 | 13F | JCIC Asset Management Inc. | 320 | 0,00 | 17 | 0,00 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 368 692 | 1,03 | 19 452 | 1,79 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 45 627 | 0,24 | 2 407 | 1,01 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 26 720 | 0,00 | 1 410 | 0,71 | ||||
2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 26 176 | 41,57 | 1 374 | 42,87 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 16 819 | −1,00 | 887 | −0,22 | ||||
2025-08-15 | 13F | American Family Investments, Inc. | 185 000 | 0,00 | 9 761 | 0,74 | ||||
2025-08-13 | 13F | West Chester Capital Advisors, Inc | 168 491 | 88,84 | 8 890 | 90,26 | ||||
2025-08-08 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Strategic Advocates LLC | 315 403 | 3,32 | 16 641 | 4,09 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 9 176 | 481 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 14 707 017 | −27,46 | 775 942 | −26,92 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 263 | −3,78 | 330 | −2,94 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 175 712 | 0,08 | 9 270 | 0,83 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 998 | 422 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 995 | 17,35 | 105 | 17,98 | ||||
2025-04-28 | 13F | Pictet North America Advisors SA | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 5 706 | 301 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 153 332 | −8,66 | 8 090 | −7,97 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 962 538 | 1,30 | 50 784 | 2,05 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 515 740 | −1,18 | 27 210 | −0,44 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 38 097 | 36,18 | 2 010 | 37,13 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 22 501 | 1,75 | 1 187 | 2,50 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 130 | 60 | ||||||
2025-07-28 | 13F | Ckw Financial Group | 333 | 0,00 | 0 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 2 687 | 0,07 | 142 | 0,71 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 169 526 | 3,01 | 9 | 0,00 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 23 984 | 2,26 | 1 265 | 3,01 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Beacon Financial Group | 105 276 | −4,28 | 5 554 | −3,56 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 38 139 | −1,58 | 2 012 | −0,84 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 133 950 | 4,01 | 7 | 16,67 | ||||
2025-08-12 | 13F | Argent Trust Co | 4 430 | −31,10 | 234 | −30,65 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 16 946 | −14,25 | 894 | −13,54 | ||||
2025-07-08 | 13F | First International Bank & Trust | 43 460 | 0,00 | 2 293 | 0,70 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 867 | 3,92 | 362 | 4,62 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 9 775 | 1,33 | 516 | 1,98 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 18 232 | −0,28 | 958 | −0,10 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 50 805 | 0,63 | 2 680 | 1,36 | ||||
2025-08-14 | 13F | First Manhattan Co | 8 402 | 9,90 | 443 | 10,75 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 625 238 | −3,62 | 32 988 | −2,90 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 108 132 | 3,76 | 5 705 | 4,54 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 7 920 | −0,25 | 418 | 0,48 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 4 511 | 0,00 | 238 | 0,85 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35 432 | 11,52 | 1 869 | 12,39 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 349 | 282 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 557 | 29 | ||||||
2025-08-08 | 13F | Better Money Decisions, LLC | 301 082 | 5,29 | 15 885 | 6,07 | ||||
2025-08-13 | 13F | Northern Trust Corp | 23 092 774 | 3,45 | 1 218 375 | 4,22 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 328 625 | −2,46 | 17 338 | −1,73 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 27 224 | −19,67 | 1 437 | −18,95 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 916 | 0,00 | 523 | 0,77 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 779 759 | 1,66 | 41 140 | 2,41 | ||||
2025-08-04 | 13F | One Day In July LLC | 53 627 | −0,16 | 2 829 | 0,60 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 196 581 | −6,59 | 10 372 | −5,89 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 327 825 | 3,29 | 17 296 | 4,07 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 274 889 | 8,89 | 14 503 | 9,70 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 151 | 8 | ||||||
2025-07-18 | 13F | First United Bank Trust/ | 7 719 | 1,94 | 407 | 2,78 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 4 511 | −1,59 | 238 | −0,83 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 149 117 | 4,04 | 7 867 | 4,82 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 349 227 | 14,62 | 18 425 | 15,47 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 14 537 | −0,39 | 761 | 0,93 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 48 223 | 2,66 | 2 538 | 3,13 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 501 | 26 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 33 614 | −6,09 | 1 773 | −5,39 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3 660 | 23,40 | 193 | 24,52 | ||||
2025-08-05 | 13F | Israel Discount Bank of New York | 42 788 | −1,89 | 2 257 | −1,14 | ||||
2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 23 432 | 34,13 | 1 230 | 35,35 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 013 | −11,22 | 211 | −9,87 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 7 640 | 4,07 | 403 | 4,95 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Prudential Financial Inc | 395 000 | −52,41 | 20 465 | −52,41 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 37 187 | −2,28 | 1 962 | −1,61 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 237 361 | −34,42 | 12 507 | −34,02 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 7 822 | −59,04 | 413 | −58,80 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 18 820 | 0,00 | 993 | 0,71 | ||||
2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 216 529 | 37,88 | 11 424 | 38,91 | ||||
2025-04-11 | 13F | First Affirmative Financial Network | 4 114 | −18,10 | 215 | −16,99 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 7 914 | 0,00 | 418 | 0,72 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 260 576 | 474,17 | 13 748 | 478,62 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 7 876 | 0,00 | 416 | 0,73 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 52 487 | 2 769 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 335 | −7,20 | 18 | −5,56 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Members Capital Advisors Inc | 480 000 | 25 325 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 20 480 | −12,90 | 1 081 | −12,27 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 815 | 0,00 | 307 | 0,66 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 830 | −32,85 | 44 | −32,81 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 031 | −23,66 | 213 | −23,19 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 59 892 | 0,15 | 3 160 | 0,89 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 67 453 | 3,78 | 3 559 | 4,55 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 151 322 | −0,53 | 7 984 | 0,21 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 136 | 0,05 | 112 | 0,90 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 28 558 | 1,20 | 1 507 | 1,96 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 74 | 0 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 1 647 114 | 2,27 | 86 902 | 3,03 | ||||
2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 4 000 | 0,00 | 211 | 0,96 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 247 798 | 10,96 | 66 | 12,07 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 37 | 0,00 | 2 | 0,00 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
2025-06-24 | NP | MIXIX - MainStay Short Term Bond Fund Class I | 50 301 | 0,00 | 2 640 | 0,92 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 765 | 40 | ||||||
2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 264 681 | −0,18 | 13 965 | 0,56 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 151 839 | 2,31 | 8 011 | 3,08 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 267 088 | −9,69 | 14 081 | −9,10 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8 380 | 0,00 | 442 | 0,91 | ||||
2025-07-24 | 13F | Eastern Bank | 36 190 | −77,56 | 1 909 | −77,39 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 178 824 | 438,79 | 9 435 | 442,81 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 8 889 | −1,30 | 469 | −0,64 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 6 084 | 0,00 | 0 | |||||
2025-08-07 | 13F | FDx Advisors, Inc. | 19 081 | −45,28 | 1 | 0,00 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 126 976 | 6 699 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 9 076 | −63,76 | 479 | −63,54 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 81 131 | 16,27 | 4 280 | 17,13 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 262 308 | 12,85 | 13 839 | 13,70 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 5 694 | 0,00 | 300 | 0,67 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 7 015 | 370 | ||||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26 654 | −5,41 | 1 396 | −3,33 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 15 949 | −5,18 | 837 | −4,67 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 5 662 | −2,83 | 299 | −2,30 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 7 764 | 0,00 | 410 | 0,74 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 91 294 | 2,57 | 4 817 | 3,33 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 11 343 | 0,00 | 598 | 0,67 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 8 874 | −95,68 | 468 | −95,65 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 314 613 | 33,12 | 16 599 | 34,11 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 476 | 25 | ||||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 6 407 | 0,00 | 338 | 0,90 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 33 144 | 0,00 | 1 749 | 1,33 | ||||
2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 49 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Advisory Research Inc | 17 830 | 0,00 | 941 | 0,75 | ||||
2025-07-24 | 13F | Blair William & Co/il | 84 263 | −4,72 | 4 446 | −4,02 | ||||
2025-07-25 | 13F | Cypress Capital Group | 6 752 | 0,27 | 356 | 1,14 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 7 481 | −62,29 | 395 | −62,04 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 652 | 7,86 | 615 | 8,67 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 7 559 | −25,46 | 399 | −25,05 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 2 634 | 139 | ||||||
2025-07-25 | 13F | Meritage Portfolio Management | 177 325 | −1,97 | 9 356 | −1,25 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 505 | 5,76 | 79 | 9,72 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 45 071 | −16,64 | 2 378 | −16,04 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 8 984 | −1,18 | 474 | −0,63 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 22 836 | 9,05 | 1 205 | 9,85 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 22 254 | 7,20 | 1 174 | 8,00 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 285 093 | 27,71 | 15 042 | 28,67 | ||||
2025-08-14 | 13F | Destination Wealth Management | 1 415 266 | 0,41 | 74 669 | 1,16 | ||||
2025-07-08 | 13F | Martin Capital Partners, LLC | 98 819 | 75,64 | 5 | 150,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 234 665 | −1,72 | 12 289 | −0,44 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 31 103 | −16,87 | 1 641 | −16,28 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 47 176 | 4,66 | 2 489 | 5,47 | ||||
2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 438 595 | −41,95 | 23 022 | −41,42 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116 510 | −7,17 | 6 147 | −6,47 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 33 981 | −8,90 | 1 793 | −8,24 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 95 104 | −27,27 | 5 018 | −26,73 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 5 780 | 0,00 | 305 | 0,66 | ||||
2025-07-10 | 13F | Brady Family Wealth, Llc | 6 294 | −3,05 | 332 | −2,06 | ||||
2025-08-01 | 13F | Fire Capital Management LLC | 43 260 | −13,95 | 2 282 | −13,30 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 126 014 | −9,09 | 6 648 | −8,42 | ||||
2025-07-18 | 13F | SimpliFi, Inc. | 17 389 | 0,34 | 917 | 1,10 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 47 032 | −0,03 | 2 481 | 0,73 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 477 | 19,41 | 1 450 | 20,25 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 9 000 | 0,00 | 475 | 0,64 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 8 632 893 | 6,91 | 455 471 | 7,70 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 6 551 | 0,20 | 346 | 0,88 | ||||
2025-07-18 | 13F | Panoramic Capital Partners, LLC | 7 295 | 0,00 | 383 | 1,06 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 085 960 | 0,38 | 57 295 | 1,13 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 40 147 | 0,46 | 2 118 | 1,24 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58 639 | −1,59 | 3 094 | −0,87 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 84 349 | −15,67 | 4 450 | −14,59 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 59 559 | 17,75 | 3 142 | 18,66 | ||||
2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 897 059 | −22,45 | 47 329 | −21,87 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 94 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 22 724 | −21,08 | 1 199 | −20,50 | ||||
2025-08-14 | 13F | Millennium Management Llc | 13 928 | −65,72 | 735 | −65,51 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 967 | 209 | ||||||
2025-08-14 | 13F | Cito Capital Group, LLC | 8 000 | 0,00 | 0 | |||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 732 | −3,11 | 566 | −2,41 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 10 613 | 6,89 | 560 | 7,71 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 17 419 | −0,72 | 1 | |||||
2025-08-08 | 13F | Mitsubishi UFJ Trust & Banking Corp | 278 770 | 0,00 | 14 708 | 0,74 | ||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 177 207 | −0,13 | 9 349 | 0,61 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 5 816 | −8,64 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 42 967 | −3,16 | 2 267 | −2,45 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8 135 | −2,85 | 429 | −2,05 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 92 972 | 5 173,51 | 2 | −98,91 | ||||
2025-08-13 | 13F | Peloton Wealth Strategists | 11 368 | −4,15 | 1 | |||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 659 812 | −3,76 | 34 568 | −2,69 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 59 239 | −8,62 | 3 102 | −7,43 | ||||
2025-07-09 | 13F | Exchange Bank | 22 163 | 0,00 | 1 169 | 0,78 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 27 433 | 14,20 | 1 447 | 15,12 | ||||
2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 129 940 | −2,87 | 7 | −14,29 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 5 355 | 4,90 | 283 | 5,62 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 563 408 | −22,09 | 29 725 | −21,51 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 647 281 | −2,08 | 86 911 | −1,35 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 821 602 | 3,05 | 44 080 | 5,57 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 15 251 | −2,64 | 805 | −1,95 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 475 | 0,45 | ||||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 037 | 48,99 | 55 | 50,00 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19 209 | −7,82 | 1 013 | −7,15 | ||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 900 636 | 4,53 | 47 518 | 5,31 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 12 786 | 9,12 | 675 | 9,95 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 26 902 | 0,00 | 1 419 | 0,78 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 947 142 | 2,52 | 102 731 | 3,28 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 682 | 0,00 | 36 | 0,00 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 19 289 | −0,93 | 1 018 | −0,20 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 851 | 7,57 | 309 | 8,45 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 4 681 | −0,81 | 247 | 0,00 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 391 742 | −2,09 | 20 668 | −1,36 | ||||
2025-07-24 | 13F | Brucke Financial, Inc. | 8 628 | 3,90 | 455 | 4,60 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 116 092 | −2,26 | 6 125 | −1,53 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 31 964 | −0,93 | 1 686 | −0,18 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 88 567 | −5,91 | 4 673 | −5,21 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 031 | −5,43 | 1 373 | −4,72 | ||||
2025-04-15 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 2 000 | 0,00 | 106 | 0,96 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 9 297 | −0,56 | 490 | 0,20 | ||||
2025-07-18 | 13F | Swp Financial Llc | 18 482 | 34,62 | 975 | 35,79 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 4 139 | −7,18 | 218 | −6,44 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 36 116 | 27,32 | 1 905 | 28,28 | ||||
2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 32 919 | 7,94 | 1 737 | 8,70 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 22 474 | 1,12 | 1 186 | 1,89 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 499 781 | 8,73 | 26 368 | 9,54 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 1 266 732 | 89,33 | 67 | 88,57 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 84 207 | 3,23 | 4 443 | 4,00 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 17 350 | −2,80 | 915 | −2,03 | ||||
2025-08-14 | 13F | Fmr Llc | 8 111 082 | 425,46 | 427 941 | 429,37 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 648 331 | 1,02 | 34 206 | 1,77 | ||||
2025-05-08 | 13F | Sun Life Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Investment Partners, Ltd. | 97 638 | 10,58 | 5 151 | 11,42 | ||||
2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 3 847 | −0,65 | 203 | 0,00 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21 433 | 2,82 | 1 131 | 3,57 | ||||
2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 2 800 | 35,86 | 147 | 36,45 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Mount Lucas Management LP | 14 291 | −1,60 | 754 | −0,92 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 44 295 | −6,18 | 2 337 | −5,46 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 6 100 | 0,00 | 322 | 0,63 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 30 007 | −1,03 | 1 583 | −0,25 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1 473 979 | −2,96 | 77 767 | −2,24 | ||||
2025-05-05 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | New World Advisors LLC | 41 878 | −11,17 | 2 209 | −10,49 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 17 571 | 927 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 328 | 703 | ||||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 295 500 | 0,00 | 15 591 | 0,74 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 6 070 | −6,62 | 320 | −5,88 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 5 450 | −6,84 | 288 | −6,21 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 38 466 | −1,42 | 2 029 | −0,69 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 816 | −0,38 | 782 | 0,39 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 693 523 | 6,57 | 36 590 | 7,37 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Horizon Investments, LLC | 1 146 | 0,00 | 60 | 1,69 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 134 040 | −0,04 | 7 072 | 0,70 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 32 939 | −0,52 | 1 738 | 0,17 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 2 688 | −33,66 | 142 | −33,49 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 5 370 | −1,10 | 283 | 0,00 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 3 901 | 1,11 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 350 | 0,00 | 18 | 0,00 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 7 407 | 0,00 | 391 | 0,78 | ||||
2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 817 | 7,70 | 307 | 8,51 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 14 851 | −0,98 | 784 | −0,38 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 23 860 | 0,00 | 1 259 | 0,72 | ||||
2025-08-06 | 13F | Nvwm, Llc | 47 714 | 31,44 | 2 517 | 32,40 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 5 562 | 5,56 | 293 | 6,55 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 11 075 | 94,30 | 584 | 95,97 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 8 404 | 0,00 | 443 | 0,68 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 84 | 0,00 | 4 | 0,00 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 0,00 | 3 | 50,00 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 30 264 | −0,96 | 1 597 | −0,25 | ||||
2025-07-30 | 13F | BG Investment Services, Inc. | 56 547 | −9,34 | 3 028 | −7,29 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 57 890 | −83,11 | 3 054 | −82,99 | ||||
2025-07-23 | 13F | Charter Trust Co | 372 581 | −1,12 | 19 657 | −0,39 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 888 | −3,64 | 522 | −2,98 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 166 049 | 1,03 | 8 761 | 1,78 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 336 793 | 9,84 | 17 769 | 12,09 | ||||
2025-04-14 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC Asset Management Inc | 18 987 | 0,00 | 1 002 | 0,70 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 746 | −2,22 | 1 411 | −1,47 | ||||
2025-08-07 | 13F | Commerce Bank | 7 676 | −16,35 | 405 | −15,83 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 119 319 | 1 391,49 | 6 295 | 1 405,98 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 556 731 | −5,48 | 29 373 | −4,77 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 76 971 | −1,50 | 4 061 | −0,78 | ||||
2025-07-28 | 13F | Galilei Investment Office LLP | 199 086 | 10,14 | 10 504 | 10,95 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 214 451 | 3,29 | 11 314 | 4,06 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 1 191 950 | 0,82 | 62 887 | 1,57 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 10 152 | 0,00 | 536 | 0,75 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 13 138 | 3,47 | 693 | 4,37 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 56 208 | 0,97 | 2 966 | 1,72 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 139 649 | 10,78 | 7 368 | 11,60 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 29 445 | −1,34 | 1 554 | −0,58 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 670 525 | 7,86 | 88 137 | 8,66 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7 125 | 0,00 | 376 | 0,54 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 12 916 | 681 | ||||||
2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 7 382 594 | −3,54 | 389 506 | −2,82 | ||||
2025-07-31 | 13F | United Community Bank | 32 115 | −5,91 | 1 694 | −5,20 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 43 | −51,69 | 2 | −50,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 762 161 | 1,32 | 304 012 | 2,07 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 47 666 | −39,99 | 2 515 | −39,55 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 86 270 | 1,10 | 4 552 | 1,86 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 292 777 | 2,09 | 68 207 | 2,85 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 78 112 | −0,69 | 4 121 | 0,05 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 19 530 | −0,32 | 1 030 | 0,39 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 140 161 | 28,39 | 7 377 | 29,04 | ||||
2025-06-03 | 13F | Invst, LLC | 6 288 | 329 | ||||||
2025-07-14 | 13F | Ridgewood Investments LLC | 11 136 | 35,49 | 588 | 36,51 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 10 712 | −59,77 | 564 | 56 300,00 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 44 384 | −3,87 | 2 342 | −3,14 | ||||
2025-07-07 | 13F | Value Partners Investments Inc. | 6 833 | 0,00 | 360 | 0,28 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 604 521 | 10,62 | 31 895 | 11,45 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 97 788 | −11,99 | 5 159 | −11,34 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 390 | 20 | ||||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1 534 | 0,00 | 81 | 0,00 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 217 | 0,00 | 116 | 1,75 | ||||
2025-08-14 | 13F | UBS Group AG | 4 606 248 | 1,68 | 243 026 | 2,44 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 139 | 1,76 | 535 | 2,50 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 7 660 | 0,00 | 404 | 0,75 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 71 104 | 1,82 | 3 751 | 2,57 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 264 460 | −7,36 | 13 953 | −6,67 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 41 630 | 0,00 | 2 196 | 0,73 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 29 233 | 0,00 | 1 542 | 0,78 | ||||
2025-07-10 | 13F | Security National Bank | 1 245 | 0,00 | 66 | 0,00 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 27 011 | 11,30 | 1 425 | 12,20 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 513 959 | 5,39 | 27 116 | 6,17 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 335 | 1,21 | 18 | 0,00 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 843 | 836 | ||||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 16 853 | 0,00 | 889 | 0,79 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 17 748 | 21,61 | 936 | 22,51 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 75 | 4 | ||||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 53 626 | −1,83 | 2 829 | −1,08 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 10 098 | 157,87 | 533 | 159,51 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 14 500 | 13,03 | 765 | 0,79 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 99 | 0,00 | 5 | 0,00 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 98 959 | −6,40 | 5 221 | −5,69 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 27 935 | 1 541,30 | 1 432 | 1 735,90 | ||||
2025-08-14 | 13F | Hilton Capital Management, LLC | 140 842 | 2,72 | 7 431 | 3,48 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 269 | −82,42 | 436 | −82,29 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 7 687 322 | −6,77 | 405 583 | −6,07 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 616 527 | −5,35 | 32 528 | −4,65 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10 509 | 1,12 | 554 | 1,84 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 12 179 | −5,92 | 643 | −5,17 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 24 515 | −1,52 | 1 293 | −0,77 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 22 992 | −6,78 | 1 213 | −6,04 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 5 794 | −0,77 | 306 | 0,00 | ||||
2025-07-07 | 13F | Fox Hill Wealth Management | 3 862 | 0,10 | 204 | 0,50 | ||||
2025-07-23 | 13F | Sachetta, LLC | 9 200 | 0,00 | 485 | 0,83 | ||||
2025-07-28 | 13F | Aries Wealth Management | 49 389 | −1,12 | 2 606 | −0,38 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3 346 712 | −2,83 | 176 573 | −2,11 | ||||
2025-08-05 | 13F | Huntington National Bank | 13 044 | 0,63 | ||||||
2025-07-21 | 13F | Ntv Asset Management Llc | 79 253 | 17,37 | 4 181 | 18,24 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20 262 | −11,08 | 1 069 | −9,56 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 246 185 | 0,71 | 12 989 | 1,45 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 946 | −2,46 | 419 | −1,64 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 40 320 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 805 | 17,18 | 42 | 20,00 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 566 | −7,83 | 557 | −7,17 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 48 137 | −74,75 | 2 540 | −74,56 | ||||
2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 88 801 | 155,65 | 4 685 | 161,00 | ||||
2025-08-12 | 13F | Zacks Investment Management | 17 290 | −11,11 | 912 | −10,41 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17 563 | −2,96 | 927 | −2,22 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 16 | −66,67 | 1 | −100,00 | ||||
2025-07-25 | 13F | Bull Street Advisors, LLC | 82 530 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 6 410 | 338 | ||||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 51 770 | −4,71 | 2 731 | −4,01 | ||||
2025-04-23 | 13F | Northland Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 128 304 | 8,26 | 59 529 | 9,07 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 212 544 | 19,70 | 11 | 22,22 | ||||
2025-07-31 | 13F | CNB Bank | 69 | 0,00 | 4 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 935 340 | 25,69 | 49 328 | 26,56 | ||||
2025-04-11 | 13F | Hudson Valley Investment Advisors Inc /adv | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 1 211 751 | −1,11 | 63 932 | −0,38 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 544 773 | −34,28 | 28 742 | −33,79 | ||||
2025-07-24 | 13F | MA Private Wealth | 17 826 | −86,68 | 940 | −86,59 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 151 153 | −4,00 | 7 975 | −3,29 | ||||
2025-08-12 | 13F | Bokf, Na | 69 385 | 1,34 | 3 661 | 2,09 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13 564 | −4,08 | 716 | −3,38 | ||||
2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 136 534 | 2,10 | 7 204 | 2,86 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5 554 | −3,36 | 293 | −2,33 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 700 | 0,00 | 90 | 0,00 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 26 817 | −5,63 | 1 415 | −4,97 | ||||
2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 6 100 | 0,39 | 322 | 0,94 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 24 963 | −8,54 | 1 317 | −7,84 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 42 752 | 5,33 | 2 256 | 6,12 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21 785 | 6,61 | 1 149 | 7,48 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 24 794 | 17,93 | 1 308 | 18,80 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 4 032 | 93,01 | 0 | −100,00 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 11 846 | −9,48 | 625 | −8,91 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 87 988 | 16,65 | 4 642 | 17,52 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 229 405 | −7,87 | 12 103 | −7,19 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 118 592 | 6 257 | ||||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 158 546 | −3,46 | 8 365 | −2,74 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 332 | −25,83 | 440 | −25,34 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 5 502 | −7,45 | 290 | −6,75 | ||||
2025-08-13 | 13F | Hudson Portfolio Management LLC | 33 631 | 9,79 | 1 774 | 10,60 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 343 614 | 3,90 | 70 889 | 4,68 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 23 885 | −32,64 | 1 260 | −32,11 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 2 987 959 | 16,42 | 157 645 | 17,29 | ||||
2025-08-12 | 13F | Barings Llc | 6 840 027 | 0,00 | 360 880 | 0,74 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 220 | 0,00 | 12 | 0,00 | ||||
2025-07-16 | 13F | Novem Group | 61 888 | 2,68 | 3 265 | 3,45 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 24 271 | −7,03 | 1 281 | −6,36 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 228 095 | 2,10 | 12 | 9,09 | ||||
2025-07-11 | 13F | Busey Wealth Management | 1 841 278 | −2,45 | 97 146 | −1,73 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 735 | −12,42 | 144 | −11,66 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 62 | −91,29 | 3 | −91,89 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 187 | 0,34 | 63 | 1,64 | ||||
2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 205 500 | −18,96 | 10 842 | −18,35 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 10 590 | −1,93 | 559 | −1,24 | ||||
2025-08-12 | 13F | Archer Investment Corp | 3 350 | 0,03 | 177 | 0,57 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 105 133 | 8,86 | 5 547 | 9,67 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 143 000 | 26,55 | 7 545 | 27,56 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 11 237 | 0,93 | 593 | 1,54 | ||||
2025-09-03 | 13F | American Trust | 13 559 | 715 | ||||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 27 | 107,69 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 8 436 | 0,98 | 445 | 1,83 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 3 965 | 0,69 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 77 | 4 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 25 | 1 | ||||||
2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Maseco Llp | 61 318 | 3 235 | ||||||
2025-07-22 | 13F | Wynn Capital, LLC | 12 900 | 0,00 | 681 | 0,74 | ||||
2025-08-12 | 13F | Umpqua Bank | 6 954 | 364 | ||||||
2025-07-03 | 13F | JBGlobal.com LLC | 353 089 | 696,77 | 18 629 | 702,93 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 237 262 | −7,02 | 13 | −7,69 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 450 | 0,00 | 24 | 0,00 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 5 150 | 16,31 | 272 | 17,32 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 300 | 0,00 | 16 | 0,00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 350 | 18 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 656 477 | −29,05 | 34 636 | −28,52 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 307 546 | −4,27 | 16 226 | −3,55 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 3 830 | 0,00 | 202 | 1,00 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 17 766 | −9,75 | 937 | −9,03 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 576 | −28,56 | 980 | −27,99 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3 000 | 0,00 | 158 | 0,64 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 810 | −0,08 | 0 | |||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 5 660 | 4,62 | 299 | 5,30 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 121 995 | −9,48 | 6 436 | −8,81 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 400 | −76,12 | 21 | −76,74 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 12 467 | −1,97 | 658 | 0,00 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 200 053 | 1,38 | 10 555 | 3,20 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Hsbc Holdings Plc | 151 338 | −0,42 | 7 985 | 0,33 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 22 903 | −23,12 | 1 208 | −22,56 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 2 343 | 12,97 | 124 | 13,89 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 72 114 | 3,86 | 3 805 | 4,62 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 328 649 | 8,45 | 17 339 | 9,26 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 29 326 | 83,12 | 1 547 | 84,61 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 793 896 | −2,61 | 94 646 | −1,89 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 96 | 284,00 | 5 | 400,00 | ||||
2025-08-08 | 13F | eCIO, Inc. | 4 404 | −8,44 | 232 | −7,57 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 30 371 | −21,14 | 1 602 | −20,54 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 92 222 | 4,35 | 4 866 | 5,12 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 67 716 | 22,80 | 3 569 | 23,63 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 7 940 | 4,61 | 419 | 5,29 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 12 599 | 1,02 | 665 | 1,68 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 114 | 0,00 | 6 | 20,00 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 115 | 0 | ||||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11 009 | 0,18 | 581 | 0,87 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 753 | −7,89 | 1 570 | −7,21 | ||||
2025-07-15 | 13F | Martin Capital Advisors, LLP | 3 960 | 0,00 | 209 | 0,48 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 6 025 | −3,26 | 318 | −2,76 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 11 785 | 5,77 | 622 | 6,52 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 374 677 | 2,05 | 19 759 | 2,77 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 028 | 9,41 | 898 | 10,18 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 630 782 | 0,14 | 33 280 | 0,89 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 6 324 | −8,37 | 334 | −7,76 | ||||
2025-08-12 | 13F | Amtrust Financial Services, Inc. | 367 800 | 0,00 | 19 405 | 0,75 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 38 | 0,00 | 2 | 100,00 | ||||
2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 331 022 | −19,73 | 17 465 | −19,14 | ||||
2025-04-28 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 32 766 | 0,00 | 1 729 | 0,76 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 30 466 | 0,30 | 1 607 | 1,07 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 750 | 356 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 37 804 | −7,53 | 1 995 | −6,87 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 0,00 | 15 | 0,00 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 21 211 | 1 119 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 5 349 | 12,75 | 282 | 13,71 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 4 861 | −9,83 | 256 | −9,22 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2 879 750 | 2,42 | 151 936 | 3,18 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 4 176 | 220 | ||||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 461 | 24 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 5 611 | 0,00 | 296 | 1,02 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 228 642 | −2,57 | 12 063 | −1,84 | ||||
2025-07-31 | 13F | Cabot Wealth Management Inc | 45 724 | 4,34 | 2 412 | 5,10 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 4 659 | 7,35 | 246 | 7,93 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 78 682 | 2,97 | 4 151 | 3,75 | ||||
2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 6 803 | 3,56 | ||||||
2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 14 487 | 31,19 | 760 | 32,40 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 42 525 | 5,14 | 2 244 | 5,90 | ||||
2025-07-23 | 13F | Dohj, Llc | 41 562 | 4,36 | 2 163 | 3,74 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 145 | 0,00 | 8 | 0,00 | ||||
2025-08-14 | 13F | Quaker Capital Investments, LLC | 16 000 | 844 | ||||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 38 297 | 5,67 | 2 021 | 6,43 | ||||
2025-08-14 | 13F | Navigoe, LLC | 3 929 | 0,26 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 41 865 | −2,94 | 2 209 | −2,21 | ||||
2025-08-08 | 13F | Croban | 52 487 | −10,35 | 2 769 | −9,69 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 763 | 44,22 | 462 | 45,28 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 11 470 | −3,38 | 605 | −2,58 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 18 255 | 115,09 | 963 | 116,89 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 176 070 | −3,30 | 9 289 | −2,58 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 7 683 | 5,23 | 405 | 6,02 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 326 991 | −0,23 | 17 252 | 0,52 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 282 | 0,00 | 15 | 0,00 | ||||
2025-07-23 | 13F | Equitable Trust Co | 149 997 | 12,72 | 7 914 | 13,55 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 527 436 | 3,10 | 27 828 | 3,86 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 141 027 | −2,11 | 112 961 | −1,38 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5 884 | 0,00 | 310 | 0,65 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 140 911 | 0,26 | 7 434 | 1,01 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 340 237 | −27,61 | 17 951 | −27,07 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 15 460 | 61,51 | 816 | 62,67 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 5 770 | −91,90 | 304 | −91,85 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 190 537 | −3,29 | 10 053 | −2,57 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 102 680 | −1,79 | 5 417 | −1,06 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 131 503 | −5,50 | 6 938 | −4,79 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 13 924 | −7,82 | 735 | −7,21 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 391 604 | 1,97 | 20 661 | 2,73 | ||||
2025-08-15 | 13F | Keel Point, LLC | 21 767 | 9,15 | 1 148 | 9,96 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | −19,75 | 3 | −25,00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 12 547 | −77,00 | 662 | −76,86 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 61 | 0,00 | 3 | 0,00 | ||||
2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 14 050 | −2,32 | 741 | −1,59 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 204 782 | 5,93 | 10 804 | 6,73 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1 239 | 0,00 | 65 | 1,56 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 299 183 | 7,93 | 15 785 | 8,73 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Wilshire Associates Inc | 33 981 | −8,90 | 1 793 | 818,97 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 154 | 1,32 | 8 | 14,29 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 488 | −69,83 | 764 | −69,64 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 5 298 | 0,90 | 279 | 1,82 | ||||
2025-07-30 | 13F | Whittier Trust Co | 58 628 | −0,98 | 3 093 | −0,26 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 143 796 | −0,04 | 7 587 | 0,70 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 41 450 | 5,88 | 2 182 | 7,07 | ||||
2025-07-17 | 13F | Janney Capital Management LLC | 7 636 | −3,10 | 0 | |||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 73 331 | 4,90 | 3 869 | 5,68 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 313 | 0 | ||||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 14 630 | 0,97 | 772 | 1,72 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 54 592 | −5,71 | 2 880 | −5,01 | ||||
2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 251 100 | 5,19 | 13 245 | 5,97 |