Grundläggande statistik
| Institutionella ägare | 2527 total, 2521 long only, 0 short only, 6 long/short - change of 0,60% MRQ |
| Genomsnittlig portföljallokering | 1.1305 % - change of −5,02% MRQ |
| Institutionella aktier (lång) | 1 236 102 278 (ex 13D/G) - change of −1,78MM shares −0,14% MRQ |
| Institutionellt värde (lång) | $ 74 533 962 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) har 2527 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,236,102,278 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Bank of New York Mellon Corp, Wells Fargo & Company/mn, Raymond James Financial Inc, Morgan Stanley, Fmr Llc, Envestnet Asset Management Inc, Goldman Sachs Group Inc, and Royal Bank Of Canada .
iShares Trust - iShares Core S&P Mid-Cap ETF (ARCA:IJH) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 66,05 / share. Previously, on September 9, 2024, the share price was 59,13 / share. This represents an increase of 11,70% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Truefg, Llc | 805 239 | 2,84 | 49 941 | 9,31 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3 320 | 206 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 8 791 | −2,88 | 545 | 3,22 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6 773 | 11,20 | 420 | 18,31 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 376 100 | 7,95 | 23 326 | 14,73 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 16 050 | 0,00 | 995 | 6,30 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14 566 | 0,00 | 903 | 6,36 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 116 791 | −0,06 | 7 243 | 6,22 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17 069 | 16,62 | 1 059 | 23,89 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 954 | 5,94 | 369 | 12,84 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 43 155 | 0,66 | 2 676 | 7,00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 378 | 0,00 | 23 | 4,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 7 378 | −1,35 | 458 | 4,82 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 91 327 | 0,63 | 5 664 | 6,97 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 390 381 | 0,38 | 24 211 | 6,69 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15 602 | −14,64 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 17 550 | −4,64 | 1 088 | 1,40 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4 074 | −84,74 | 253 | −83,82 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 121 204 | 3,61 | 69 537 | 10,13 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 22 083 | 12,77 | 1 370 | 19,88 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 23 163 | 26,44 | 1 437 | 34,46 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 5 450 | 0,04 | 338 | 6,62 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 511 419 | −1,42 | 31 718 | 4,78 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 26 307 | 28,74 | 1 632 | 36,83 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10 270 | 1,43 | 660 | 18,53 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2 814 | −10,67 | 175 | −4,92 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5 107 | 4,76 | 317 | 11,27 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3 440 | 0,09 | 213 | 6,50 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 9 641 | 0,00 | 598 | 6,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 4 550 | 0,00 | 282 | 6,42 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 181 223 | −9,41 | 11 239 | −3,71 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4 410 | 63,33 | 274 | 73,89 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 40 377 | −17,69 | 2 504 | −12,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 022 | 63 | ||||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 4 704 | 292 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 3 742 | −2,50 | 232 | 4,04 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 132 622 | 0,91 | 8 225 | 7,26 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 28 895 | 8,01 | 1 686 | 1,20 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 940 | 4,64 | 616 | 11,19 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3 395 | −8,96 | 211 | −3,23 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 10 378 | 0,00 | 644 | 6,28 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2 000 | 124 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 29 976 | 0,00 | 1 859 | 6,29 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 931 | 2,21 | 244 | 8,48 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 10 704 | 0,00 | 664 | 6,25 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1 457 901 | −0,04 | 90 419 | 6,24 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3 231 | 200 | ||||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 4 256 | 0,00 | 264 | 6,05 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 22 635 | 0,00 | 1 404 | 6,29 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 20 699 | −15,78 | 1 284 | −10,53 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 48 016 | 5,81 | 2 978 | 12,47 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 10 263 | −1,53 | 637 | 4,61 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 158 120 | 2,72 | 9 807 | 9,19 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 892 | 0,00 | 117 | 6,36 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 5 201 | 0,00 | 323 | 6,27 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 258 700 | −10,99 | 16 045 | −5,39 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 425 | 82,57 | 957 | 81,75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78 330 | 6,47 | 4 858 | 13,19 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31 069 | −1,16 | 1 927 | 5,02 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 158 814 | −0,03 | 9 850 | 6,26 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 90 404 | 80,39 | 5 760 | 101,36 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 80 200 | −18,41 | 4 974 | −13,27 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 210 234 | −38,24 | 13 039 | −34,36 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 675 | −14,76 | 104 | −9,65 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 85 897 | 3,54 | 5 327 | 10,06 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 390 | −42,39 | 24 | −38,46 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 3 504 | 0,26 | 217 | 6,90 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 11 440 | 3,67 | 710 | 10,26 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 20 | −99,05 | 1 | −99,18 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 78 523 | 348,55 | 4 582 | −5,57 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 7 779 | −2,92 | 482 | 3,21 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 5 325 | 0,00 | 330 | 6,45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 68 747 | −3,78 | 4 264 | 2,25 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 1 261 373 | 1,79 | 78 230 | 8,19 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 83 296 | −24,26 | 5 001 | −26,51 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 98 600 | −41,59 | 6 115 | −37,91 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 16 302 | −13,14 | 1 011 | −7,67 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 671 772 | −41,13 | 41 664 | −37,42 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 58 607 | 3,99 | 3 635 | 10,52 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 173 215 | 8,36 | 10 743 | 15,17 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 775 | 0,00 | 48 | 6,67 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 75 377 | −8,60 | 4 398 | −14,40 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 22 206 | −17,76 | 1 377 | −12,57 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 7 715 | −1,34 | 478 | 4,82 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 4 184 | 0,00 | 259 | 6,15 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 7 124 | 0,00 | 442 | 6,27 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 47 801 | −16,45 | 3 001 | −10,42 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 8 320 | −17,46 | 516 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 67 280 | 0,99 | 4 173 | 7,33 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 122 492 | 3,22 | 7 597 | 9,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25 959 512 | 3,46 | 1 610 009 | 9,97 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 34 997 | −11,86 | 2 171 | −6,30 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 32 699 | 0,28 | 2 028 | 6,62 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 268 824 | 0,67 | 140 712 | 7,01 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 4 868 | 13,53 | 302 | 20,40 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 14 059 | 1 637,82 | 1 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 51 901 | 1,69 | 3 219 | 8,06 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 21 568 | −1,17 | 1 338 | 5,03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 473 705 | 2,56 | 215 439 | 9,01 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 874 | 54 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 575 | 0,00 | 98 | 6,59 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 454 | −48,92 | 214 | −42,47 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 355 | 12,34 | 22 | 22,22 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 850 048 | −11,53 | 52 720 | −5,97 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 280 | 0,08 | 79 | 6,76 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 98 943 | 3,83 | 6 136 | 10,36 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 837 126 | 238,19 | 51 919 | 259,47 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 732 133 | 6,25 | 45 407 | 12,93 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 43 432 | −1,91 | 2 694 | 4,26 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 79 297 | 1 128,46 | 4 918 | 1 207,98 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 108 272 | 112,00 | 6 715 | 125,34 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 3 487 | 0,00 | 216 | 6,40 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 47 955 | −4,01 | 2 974 | −4,43 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5 514 | 13,60 | 342 | 20,49 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 11 015 | −1,52 | 683 | 4,75 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 254 800 | 2,26 | 15 803 | 8,69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 593 928 | 3,76 | 36 835 | 10,29 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 20 785 | −1,06 | 1 289 | 5,22 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 190 126 | 0,18 | 11 792 | 6,47 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 114 321 | −1,54 | 7 092 | 4,65 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 816 | 7,35 | 361 | 13,92 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 21 115 | −1,72 | 1 310 | 4,47 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 59 596 | 78,32 | 4 | 200,00 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 7 608 | −23,73 | 472 | −19,07 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 754 | −12,83 | 295 | −7,55 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 107 333 | 0,32 | 6 657 | 6,63 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 37 369 | −0,18 | 2 318 | 6,09 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 24 842 | −2,05 | 1 541 | 4,12 | ||||
| 2025-07-17 | 13F | City Holding Co | 105 924 | 4,36 | 6 569 | 10,96 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 8 843 | −0,06 | 548 | 6,20 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 20 188 | 0,00 | 1 252 | 6,37 | ||||
| 2025-08-11 | 13F | Greenland Capital Management LP | 240 639 | 14 924 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 5 553 | 344 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 30 077 | −1,94 | 1 760 | −5,53 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 65 346 | −0,60 | 4 053 | 5,66 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 157 452 | 0,31 | 9 765 | 6,63 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 644 | 19,64 | 164 | 27,34 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 20 835 | −50,53 | 1 292 | −47,42 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 43 700 | 32,42 | 2 710 | 40,78 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 000 | −55,93 | 62 | −53,03 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 196 944 | −53,12 | 12 214 | −50,17 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 123 946 | −22,88 | 7 442 | −25,17 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 6 735 | 0,00 | 419 | 6,63 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 35 210 | −44,71 | 2 184 | −41,24 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 355 000 | −14,46 | 22 017 | −9,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 383 816 | −1,93 | 23 804 | 4,23 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6 876 | −44,51 | 426 | −41,08 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 7 200 | −14,26 | 447 | −8,79 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 31 092 | 59,40 | 1 928 | 69,42 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 126 386 | 2,78 | 7 838 | 9,24 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 20 072 | −0,39 | 1 245 | 12,38 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 894 894 | −0,85 | 55 501 | 5,39 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 52 480 | −2,99 | 3 255 | 3,11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 676 479 | −45,59 | 632 604 | 120,39 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 3 371 | 0 | ||||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 45 369 | −97,08 | 2 814 | −96,90 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 3 672 | −6,09 | 228 | −0,44 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4 523 | −0,59 | 281 | 5,66 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 469 | −28,51 | 277 | −23,90 | ||||
| 2025-04-21 | 13F | Roberts Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8 237 | 1,88 | 511 | 8,28 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 007 | −85,24 | 248 | −84,33 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 251 761 | 6,44 | 15 899 | 20,25 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 280 506 | 3,56 | 17 397 | 10,07 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 301 406 | 8,62 | 18 693 | 15,46 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 14 467 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 9 443 | −16,11 | 586 | −10,82 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 16 160 | −2,81 | 1 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 208 174 | 4,02 | 12 911 | 10,56 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 46 157 | −0,07 | 2 863 | 6,20 | ||||
| 2025-07-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 360 213 | 21 627 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 30 968 | −5,01 | 1 921 | 0,95 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 222 | 76 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 940 | 0,00 | 58 | 7,41 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 55 586 | −1,66 | 3 594 | 2,69 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 490 041 | −0,16 | 30 392 | 6,12 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 3 531 | 134,31 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 17 095 | 0,00 | 1 060 | 6,32 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 176 416 | 9,31 | 10 941 | 16,20 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 66 465 | 0,29 | 4 122 | 6,59 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 156 285 | 4,84 | 9 693 | 11,43 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 36 463 | −0,57 | 2 313 | 10,99 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4 175 | 259 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 5 755 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 311 078 | −8,61 | 19 293 | −2,86 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 13 687 | 0,41 | 849 | 6,67 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 78 970 | 0,00 | 4 898 | 6,29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 114 834 | 243,39 | 7 122 | 265,04 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 612 577 | −1,06 | 968 292 | 5,17 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 893 | −1,79 | 676 | 4,33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 56 130 | −0,88 | 3 481 | 5,36 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 238 202 | −4,95 | 14 773 | 1,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 413 880 | −25,94 | 25 669 | −21,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 80 388 | −2,04 | 4 986 | 4,11 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78 179 | 9,59 | 4 849 | 16,48 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 12 973 | 31,48 | 805 | 39,83 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 95 152 | −14,53 | 5 901 | −9,16 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 10 305 | 0,63 | 639 | 7,04 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 6 169 | 383 | ||||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 1 100 000 | −21,43 | 68 222 | −16,49 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 113 810 | 8,33 | 69 078 | 15,14 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 9 132 | −0,97 | 566 | 5,20 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 58 780 | 0,13 | 3 646 | 6,42 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 24 905 | 1,12 | 1 566 | 9,43 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 780 470 | −1,12 | 48 405 | 5,10 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 10 186 | 129,83 | 648 | 170,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 376 608 | −3,00 | 23 357 | 3,11 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 78 826 | −13,40 | 5 | −20,00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 63 741 | −2,69 | 3 953 | 3,43 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 46 977 | −17,13 | 2 914 | −11,91 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 655 386 | 6,76 | 40 647 | 13,47 | ||||
| 2025-07-18 | 13F | United Bank | 19 019 | −16,53 | 1 180 | −11,29 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 82 646 | −0,72 | 5 126 | 5,52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 211 823 | −0,47 | 13 137 | 5,79 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 90 234 | −1,06 | 5 596 | 5,17 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 18 | 12,50 | 1 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 41 002 | 0,28 | 2 589 | 7,96 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 491 387 | 0,25 | 30 476 | 6,55 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 527 | −38,36 | 33 | −34,69 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 24 570 | 0,00 | 1 524 | 6,28 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 6 464 | 28,74 | 407 | 38,91 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 4 000 | 248 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 194 804 | 3,35 | 12 082 | 9,85 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 3 492 | 0,00 | 217 | 6,40 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5 833 | −0,31 | 371 | 16,67 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 531 | 537,36 | 219 | 584,38 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 106 306 | 1,66 | 6 593 | 8,06 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10 921 | −10,97 | 677 | −5,31 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 755 | −15,88 | 171 | −10,99 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 127 108 | −1,35 | 7 883 | 4,86 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 119 106 | 2,81 | 7 | 16,67 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 177 487 | 22,33 | 11 008 | 30,01 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 163 783 | −2,46 | 10 158 | 3,67 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 23 489 | −1,41 | 1 457 | 4,75 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 31 701 | −16,62 | 1 966 | −11,36 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 70 502 | 2,37 | 4 373 | 8,81 | ||||
| 2025-08-18 | NP | GVMCX - Government Street Mid-Cap Fund | 50 000 | 25,00 | 3 101 | 32,86 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 11 914 | 0,00 | 758 | 9,06 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 59 451 | −44,66 | 3 687 | −41,18 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 4 187 | 0,00 | 267 | 9,43 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 7 000 | 0,00 | 408 | −6,42 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 26 818 | −7,39 | 1 663 | −1,54 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 243 377 | −1,19 | 15 094 | 5,02 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 4 140 | 257 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6 580 | −5,72 | 408 | 0,25 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 304 | −8,17 | 143 | −8,97 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 7 600 | 70,59 | 471 | 81,85 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 25 432 | 153,64 | 1 577 | 169,57 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 118 958 | −52,40 | 131 418 | −49,41 | ||||
| 2025-07-28 | NP | PWTAX - UBS U.S. Allocation Fund Class A | 54 995 | 18,80 | 3 302 | 15,26 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 27 584 | −3,19 | 1 711 | −3,66 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 252 664 | 2,88 | 15 670 | 9,86 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 3 357 | 208 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 8 400 | 0,00 | 521 | 6,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 156 365 | 9 698 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-31 | 13F | Auour Investments LLC | 4 525 | −13,23 | 281 | −5,41 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3 464 | 215 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 76 240 | −8,34 | 4 728 | −2,58 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 84 879 | 0,92 | 5 264 | 7,28 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 67 278 | −1,24 | 4 173 | 4,96 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 960 | −4,61 | 432 | 1,41 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 093 | 0,24 | 502 | 4,38 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 151 673 | 4,53 | 9 407 | 11,10 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 22 525 | −13,96 | 1 397 | −8,58 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 4 370 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 898 676 | −0,37 | 57 875 | 10,17 | ||||
| 2025-05-07 | 13F | Ameraudi Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 116 652 | −0,82 | 7 235 | 5,42 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 217 608 | −1,08 | 13 496 | 5,14 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 150 229 | 8,36 | 9 317 | 15,18 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 9 805 | −1,51 | 608 | 4,83 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 3 620 | 0,00 | 225 | 6,16 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 51 695 | 1,92 | 3 206 | 8,35 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 055 | −11,57 | 127 | −5,93 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 5 040 | 0,02 | 313 | 6,12 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 91 087 | −27,19 | 5 469 | −29,36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 643 920 | 46,51 | 101 956 | 55,73 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 5 991 | 0,00 | 372 | 6,30 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 6 959 | −42,93 | 432 | −39,38 | ||||
| 2025-08-07 | 13F | Security Benefit Life Insurance Co /ks/ | 5 500 | 0,00 | 341 | 6,56 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 5 275 | −1,22 | 327 | 5,14 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 707 403 | 0,22 | 43 873 | 6,52 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 107 083 | 0,07 | 6 641 | 6,38 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 15 958 | 43,46 | 990 | 52,39 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 19 750 | 7,05 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15 094 | −5,60 | 936 | 0,43 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4 053 | 0,02 | 251 | 6,36 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 31 447 | −51,18 | 1 950 | −48,11 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 82 043 | 19,42 | 5 088 | 26,95 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 497 | −44,29 | 403 | −40,88 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 24 496 | −2,13 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 66 504 | 1,92 | 4 125 | 8,33 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 4 973 | −8,63 | 308 | −2,84 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 3 648 | 226 | ||||||
| 2025-07-15 | 13F | Wealth Effects Llc | 22 095 | −13,22 | 1 370 | −7,74 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 19 641 | 0,03 | 1 218 | 6,38 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 39 949 | 0,11 | 2 478 | 6,40 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 990 | 13,14 | 61 | 19,61 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 260 | 0,00 | 16 | 6,67 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 65 773 | 2,30 | 4 079 | 8,74 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 106 283 | −0,35 | 6 674 | 11,93 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 300 467 | 12,56 | 18 635 | 19,64 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 117 051 | −1,33 | 7 260 | 4,88 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 691 938 | 3,08 | 104 934 | 9,56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 62 554 | −1,22 | 3 982 | 14,36 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10 698 | −0,19 | 664 | 6,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 53 550 | 4,78 | 3 321 | 11,37 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 95 216 | 0,98 | 5 905 | 7,34 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 973 | 0,00 | 184 | 6,36 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15 581 | 0,26 | 966 | 6,62 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 491 535 | −0,51 | 30 485 | 5,75 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11 060 | 6,71 | 686 | 13,41 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 792 742 | −4,21 | 49 166 | 1,82 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 45 515 | 2,77 | 2 823 | 9,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 54 540 | 154,90 | 3 383 | 170,99 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18 563 | −23,73 | 1 151 | −18,94 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 950 | 0,00 | 59 | 5,45 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2 155 | 0,00 | 134 | 6,40 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 18 710 | −0,27 | 1 160 | 6,03 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 17 764 | 0,67 | 1 | −99,90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 513 657 | 2,64 | 403 977 | 9,09 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 16 044 | −8,68 | 995 | −2,93 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 178 141 | −2,04 | 11 048 | 4,12 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 588 | 2,19 | 223 | 8,82 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 669 029 | −18,05 | 41 493 | −12,90 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4 645 | −54,21 | 288 | −51,27 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 18 791 | 5,16 | 1 165 | 11,80 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 11 285 | −3,47 | 700 | 2,49 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 10 753 | −1,62 | 667 | 4,55 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 107 344 | −2,07 | 6 657 | 4,08 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3 646 | 0,00 | 213 | 0,00 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 5 176 | −1,58 | 321 | 4,90 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3 343 | −6,36 | 207 | −0,48 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 916 270 | −1,54 | 56 827 | 4,65 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 500 | 0,00 | 31 | 6,90 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 12 191 | −3,72 | 756 | 2,44 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 40 081 | −0,90 | 2 486 | 5,34 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 28 934 | −2,60 | 1 794 | 3,52 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 112 425 | 0,00 | 6 973 | 6,30 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6 475 | 8,90 | 402 | 15,90 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 877 935 | 3,25 | 54 450 | 9,74 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 55 764 | 0,69 | 3 458 | 7,03 | ||||
| 2025-08-28 | 13F | Prospera Capital Management, LLC | 21 471 | 0,16 | 1 332 | 6,48 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 155 863 | −1,81 | 9 822 | 6,07 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 845 | 0,00 | 114 | 6,54 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 12 683 | 0,30 | 787 | 6,65 | ||||
| 2025-05-13 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 3 227 | 0,00 | 200 | −0,50 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 16 665 | 0,00 | 1 034 | 6,28 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 4 827 | 0,12 | 282 | −6,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 232 752 | −1,30 | 14 435 | 4,91 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 105 925 | −41,19 | 6 569 | −37,49 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 14 797 | 2,81 | 918 | 9,30 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 122 110 | 76,50 | 7 573 | 87,64 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20 350 | −3,81 | 1 262 | 2,27 | ||||
| 2025-08-14 | 13F | Bayesian Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 113 076 | −10,01 | 7 013 | −4,36 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 337 | −10,94 | 207 | −5,50 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 4 593 | −7,72 | 285 | −2,07 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 367 493 | 22 792 | ||||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1 000 | 0,00 | 62 | 6,90 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 394 073 | 7,31 | 24 440 | 14,06 | ||||
| 2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrust Bank Na | 647 999 | −2,54 | 40 189 | 3,59 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 80 296 | 3,76 | 4 980 | 10,28 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 356 605 | −1,61 | 22 117 | 4,58 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 192 927 | −16,37 | 11 965 | −11,11 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 8 550 | 0,00 | 530 | 6,43 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 218 562 | 5,13 | 13 555 | 11,74 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 169 351 | 15,69 | 10 503 | 22,97 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3 920 | 10,73 | 243 | 17,96 | ||||
| 2025-08-14 | 13F | State Street Corp | 1 458 173 | −2,95 | 90 436 | 3,16 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 540 | 158 | ||||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 173 093 | 208,47 | 10 735 | 227,89 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 2 285 | 0,00 | 142 | 6,02 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 7 570 | −6,08 | 469 | 4,69 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 11 911 | 0,48 | 739 | 6,80 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 562 | −5,17 | 1 213 | 0,83 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21 748 | 2,74 | 1 349 | 14,53 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 10 747 | 59,10 | 667 | 69,04 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 63 895 | 0,65 | 3 963 | 6,97 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 11 711 | 5,58 | 726 | 12,21 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 226 189 | 9,14 | 76 048 | 16,00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 803 667 | −2,23 | 49 843 | 3,92 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 29 845 | −6,28 | 1 851 | −0,43 | ||||
| 2025-07-24 | 13F | Conning Inc. | 330 740 | 0,00 | 20 512 | 6,29 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2 573 583 | 0,68 | 159 614 | 7,01 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 15 259 | 1,33 | 946 | 7,74 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 661 | 0,00 | 475 | 6,50 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 34 172 | 0,31 | 2 119 | 6,64 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 214 611 | −0,40 | 137 350 | 5,86 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 464 797 | 2,60 | 28 827 | 9,05 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 12 892 | 4,41 | 800 | 10,97 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 6 085 | 0,00 | 377 | 6,20 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 14 728 | −2,02 | 913 | 4,10 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 28 054 | −5,76 | 1 740 | −6,20 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 34 340 | 6,77 | 2 130 | 13,49 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 169 813 | 4,57 | 9 909 | −2,08 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 1 475 | 0,00 | 91 | 5,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 347 270 | −6,68 | 145 576 | −0,81 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 9 315 | 0,00 | 578 | 6,26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 22 693 | 1,01 | 1 407 | 7,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 538 241 | 26,24 | 33 382 | 25,65 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 695 131 | −0,45 | 43 112 | 5,81 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 327 | −89,41 | 516 | −88,75 | ||||
| 2025-08-12 | 13F | Main Management LLC | 4 825 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 6 326 | −0,44 | 392 | 5,95 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 4 757 | −39,86 | 295 | −36,01 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 100 | 0,00 | 130 | 6,56 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 37 506 | 2,91 | 2 326 | 9,41 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 17 479 | 8,18 | 1 084 | 15,07 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 562 | 0,00 | 35 | 6,25 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 24 916 | −13,76 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 62 426 | −30,81 | 3 872 | −26,46 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 34 007 | −1,08 | 2 109 | 5,66 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 17 673 | −1,65 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 209 359 | 3,79 | 12 984 | 10,32 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 422 678 | 1,14 | 26 214 | 7,50 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 81 839 | 117,81 | 5 076 | 131,52 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 88 366 | 11,31 | 5 480 | 18,31 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 85 115 | −3,60 | 5 279 | 2,45 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 157 244 | 17,38 | 9 752 | 24,77 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 9 885 | 0,00 | 613 | 6,42 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 224 585 | 0,19 | 13 929 | 6,49 | ||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 80 641 | −2,13 | 5 001 | 4,01 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 3 350 | 0 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 257 361 | 0,05 | 15 962 | 6,34 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 144 923 | 2,77 | 8 988 | 9,24 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 106 791 | 12,12 | 6 623 | 19,18 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 2 375 | 0,00 | 147 | 6,52 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 86 993 | 3,74 | 5 395 | 10,28 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 366 | −23,59 | 23 | −18,52 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 132 237 | −0,31 | 8 201 | 5,97 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 27 733 | −0,12 | 1 720 | 6,17 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 25 810 | −8,83 | 1 601 | −3,09 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 271 | −52,94 | 79 | −50,32 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 798 274 | −6,40 | 49 509 | −0,51 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 32 857 | 38,10 | 2 038 | 37,45 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 124 166 | −0,71 | 7 245 | −7,01 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 4 585 | 3,55 | 284 | 10,08 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 14 408 | −13,82 | 894 | −9,06 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 6 440 | 0,00 | 399 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 15 338 | −8,02 | 964 | −1,53 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15 366 | −36,21 | 953 | −36,51 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 8 939 | −1,75 | 554 | 4,53 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 17 887 | 6,79 | 1 109 | 13,51 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 541 | −0,28 | 466 | 5,67 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 16 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 429 072 | 9,15 | 26 611 | 16,02 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 388 812 | 3,24 | 86 134 | 9,73 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 112 784 | −4,60 | 6 995 | 1,39 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 52 665 | −5,08 | 3 266 | 0,90 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 6 898 | 25,12 | 428 | 33,44 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 108 340 | −0,40 | 6 719 | 5,86 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 118 001 | −0,09 | 7 318 | 6,20 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 473 707 | 0,87 | 29 379 | 7,21 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 4 530 | 0,00 | 281 | 6,06 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 16 752 | 63,43 | 1 039 | 73,58 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 410 000 | −23,08 | 25 428 | −18,24 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 976 846 | 0,32 | 60 584 | 6,63 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 75 230 | 5,06 | 4 666 | 11,66 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 8 113 | 0,15 | 1 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 500 | 0,00 | 31 | 6,90 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 290 | 0,00 | 18 | 6,25 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 10 677 | 0,00 | 662 | 6,26 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 32 130 | −31,23 | 1 993 | −26,93 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 191 568 | −3,16 | 11 881 | 2,94 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 30 137 | −19,13 | 1 869 | −14,03 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 956 396 | 2,58 | 54 428 | −9,70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 239 903 | 22,84 | 14 879 | 29,87 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 144 227 | −15,97 | 8 945 | −10,69 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 31 619 | −0,04 | 1 961 | 6,29 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 3 870 | 0,10 | 240 | 6,22 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 12 965 | −2,99 | 804 | 3,21 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 11 360 | 0,00 | 663 | 0,00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 2 411 984 | 7,77 | 149 643 | 14,64 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 37 594 | 0,00 | 2 332 | 6,29 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 5 014 | 0,00 | 311 | 6,16 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 8 804 | 107,35 | 558 | 157,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 551 780 | 32,00 | 344 933 | 40,34 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 13 635 | 9,50 | 876 | 24,29 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 44 510 | −38,02 | 2 761 | −34,13 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 102 380 | 239,81 | 6 428 | 265,64 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 216 285 | 30,62 | 13 414 | 38,82 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 45 036 | 0,05 | 2 871 | 9,33 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 388 037 | −3,73 | 24 066 | 2,33 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3 433 | 213 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5 877 | 0,05 | 365 | 6,43 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 19 424 | 3,69 | 1 205 | 10,16 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 191 122 | −18,34 | 11 953 | −12,48 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 241 177 | −2,09 | 14 958 | 4,06 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 465 | −30,46 | 525 | −26,20 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 391 267 | −7,56 | 24 266 | −1,75 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 10 635 | 0,00 | 660 | 6,29 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 50 932 | −1,54 | 3 159 | 4,64 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 15 664 | 11,96 | 972 | 19,00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 211 | 0,48 | 13 | 8,33 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 47 957 | −2,49 | 2 974 | 3,66 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 340 | −4,98 | 207 | 0,98 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 8 545 | −49,37 | 1 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 7 760 | −2,51 | 481 | 3,66 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 23 236 | 11,44 | 1 441 | 18,21 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7 727 | 479 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1 102 | 74,37 | 68 | 88,89 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 39 925 | 8,88 | 2 476 | 15,76 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 158 | 0,00 | 137 | 8,80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 36 956 707 | 0,10 | 2 292 055 | 6,39 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 174 391 | 6,82 | 11 | 11,11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 48 222 | 65,51 | 2 991 | 75,88 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 21 672 | −1,61 | 1 344 | 4,59 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 17 494 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 11 395 | 0,00 | 707 | 6,33 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 623 770 | 3,33 | 38 686 | 10,09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 100 784 | 0,73 | 6 415 | 17,90 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 149 860 | 32,31 | 9 371 | 50,47 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14 950 | 1,08 | 927 | 7,42 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 11 990 | 0,00 | 744 | 6,29 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15 275 | −2,90 | 947 | 3,27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 454 932 | −0,38 | 28 215 | 5,88 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 690 178 | −2,33 | 43 | 2,44 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 63 926 | 1,22 | 3 965 | 7,57 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10 443 | 19,42 | 648 | 18,93 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 893 | 241 | ||||||
| 2025-07-23 | 13F | Penney Financial, LLC | 4 175 | 0,00 | 259 | 6,17 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 4 621 | 287 | ||||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 4 555 207 | 24,94 | 283 | 33,02 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 27 412 | −0,16 | 1 700 | 6,18 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 1 043 500 | 0,00 | 64 718 | 6,29 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 29 019 | −0,04 | 1 800 | 6,26 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 7 616 | 0,00 | 472 | 6,31 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 10 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2 324 | 20,73 | 0 | |||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 363 | −18,28 | 581 | −13,17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 40 518 | 2,60 | 2 513 | 9,03 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 21 535 | −0,45 | 1 336 | 5,78 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 11 797 | 0,16 | 732 | 6,40 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 189 617 | −0,09 | 11 760 | 6,19 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 307 441 | 7,71 | 19 068 | 14,49 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 45 361 | 2,53 | 2 813 | 8,99 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 91 018 | 8,47 | 5 645 | 15,28 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 26 555 | 1 647 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 7 006 | 435 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 18 893 | 2,51 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 165 | −45,96 | 72 | −42,40 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 11 345 | 0,00 | 704 | 6,35 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 116 196 | −0,39 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 7 267 | −9,03 | 451 | −3,43 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7 929 | −82,42 | 492 | −81,34 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 635 | 0,00 | 163 | 6,54 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 111 219 | −13,94 | 6 329 | −24,24 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 119 314 | 0,48 | 7 400 | 6,80 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 404 959 | 2,04 | 25 116 | 8,46 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 31 180 | −1,95 | 1 934 | 4,20 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 362 | −59,35 | 0 | |||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 17 719 | 3,29 | 1 099 | 9,80 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 295 919 | 9,53 | 18 353 | 16,42 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 20 001 | −1,44 | 1 240 | 4,73 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 665 | 0,00 | 41 | 7,89 | ||||
| 2025-05-12 | 13F | Symphony Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 32 493 | −0,16 | 2 015 | 6,16 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 9 291 | −1,35 | 576 | 4,92 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1 030 | 0,00 | 64 | 5,00 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 289 460 | 0,15 | 17 952 | 6,46 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 8 126 | −7,17 | 512 | 0,39 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 4 718 | −36,14 | 293 | −32,25 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 12 165 | −12,51 | 708 | −18,15 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 274 108 | −1,14 | 17 000 | 5,08 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 65 285 | −20,16 | 4 049 | −15,15 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 44 292 | −0,78 | 2 747 | 5,49 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 203 882 | 12 645 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 15 160 | 0,00 | 940 | 6,33 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 118 561 | −9,12 | 6 747 | −19,99 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 77 537 | −3,02 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 4 450 | 0,00 | 276 | 6,18 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 29 952 | 9,29 | 1 858 | 16,14 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 82 675 | 0,40 | 5 128 | 6,72 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 11 461 | 8,43 | 711 | 15,26 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 226 999 | 1,61 | 14 078 | 8,00 | ||||
| 2025-07-18 | 13F | jvl associates llc | 313 548 | −8,32 | 19 446 | −2,56 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 133 414 | −38,27 | 8 565 | −32,08 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 118 883 | −3,75 | 7 373 | 2,30 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 103 140 | 71,47 | 6 397 | 82,27 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 342 302 | 1,22 | 21 230 | 7,59 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 776 230 | 13,42 | 48 739 | 19,49 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 99 341 | 2,89 | 6 161 | 9,37 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 21 567 | −0,83 | 1 338 | 5,36 | ||||
| 2025-08-12 | 13F | Bank OZK | 4 957 | −6,15 | 307 | −0,32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 750 | 44 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 53 773 | −12,31 | 3 335 | −6,79 | ||||
| 2025-08-05 | 13F | Allstate Corp | 8 950 | 0,00 | 555 | 6,32 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 8 769 | −9,70 | 556 | −1,77 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 35 983 | 7,63 | 2 232 | 14,41 | ||||
| 2025-05-14 | 13F | Bbr Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Moody Aldrich Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Souders Financial Advisors | 81 674 | 4,70 | 5 065 | 11,29 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 122 365 | 31,68 | 7 589 | 39,97 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 628 | −16,54 | 212 | −21,85 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7 537 | −17,65 | 467 | −12,55 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 140 957 | 3,90 | 8 742 | 10,45 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 20 509 | 11,77 | 1 197 | 4,64 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 82 175 | −4,97 | 5 097 | 1,01 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 705 | −2,14 | 292 | 3,93 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 37 640 | −0,44 | 2 334 | 5,85 | ||||
| 2025-07-09 | 13F | Emprise Bank | 11 437 | −1,72 | 709 | 4,42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 399 318 | −4,36 | 24 766 | 1,66 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 16 098 | −0,06 | 998 | 6,28 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4 169 | −4,36 | 259 | 1,57 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 156 946 | 3,67 | 9 734 | 10,21 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 6 988 | 0,00 | 433 | 6,39 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 695 686 | −3,36 | 291 226 | 2,72 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 229 329 | −1,94 | 14 223 | 4,22 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 41 763 | 27,34 | 2 437 | 19,24 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 4 789 | −4,73 | 297 | 1,37 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 64 868 | −0,30 | 4 023 | 5,98 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 182 846 | 0,87 | 11 340 | 7,21 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 177 766 | 8 888 200,00 | 11 025 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 63 486 | −8,89 | 3 937 | −3,15 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 133 080 | 93,68 | 8 254 | 105,86 | ||||
| 2025-07-18 | 13F | Westhampton Capital, LLC | 15 855 | 1,28 | 983 | 7,67 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 40 085 | −6,31 | 2 486 | −0,40 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 9 147 | −1,33 | 567 | 5,00 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 33 855 | −0,81 | 2 100 | 5,42 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 19 205 | −0,04 | 1 191 | 6,24 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 45 165 | 2 801 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 3 173 | 205 | ||||||
| 2025-08-06 | 13F | Swf Llc | 1 868 846 | 5 421,62 | 115 906 | 5 771,58 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 111 435 | −8,95 | 6 911 | −3,22 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 | 6 800 | 20,35 | 387 | 5,75 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 298 875 | 6,42 | 18 536 | 13,11 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 266 583 | −0,32 | 16 534 | 5,95 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 33 060 | 0,00 | 2 050 | 6,27 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 212 475 | 2,29 | 13 178 | 8,72 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 276 678 | 0,34 | 17 160 | 6,65 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 041 023 | −23,60 | 126 584 | −18,80 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 28 682 | 2,37 | 1 779 | 21,37 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5 974 | 0,00 | 371 | 6,32 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 496 | 279 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6 535 | 0,00 | 405 | 6,30 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14 615 | 8,00 | 906 | 14,83 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 4 613 | −2,60 | 286 | 3,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 186 472 | 39,16 | 11 565 | 47,91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22 692 318 | −0,84 | 1 407 378 | 5,39 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 464 | −50,74 | 277 | −47,73 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 21 022 | 80,35 | 1 304 | 91,62 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 66 909 | −1,25 | 4 150 | 4,96 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 24 835 | −0,16 | 1 540 | 6,13 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 101 848 | 6,79 | 6 317 | 13,50 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 16 247 | −17,81 | 1 008 | −12,66 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 117 912 | 3,06 | 7 314 | 9,56 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 5 070 | −27,05 | 314 | −22,47 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 624 180 | −6,08 | 38 712 | −0,17 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 74 517 | −12,32 | 4 622 | −6,80 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 70 669 | −10,09 | 4 383 | −4,45 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 256 | −5,35 | 78 | 0,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 10 475 | 3,34 | 650 | 9,81 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 27 355 | 0,31 | 1 697 | 6,60 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 9 124 | 0,10 | 566 | 6,40 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 276 269 | −0,53 | 79 154 | 5,72 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6 573 | 0,31 | 408 | 6,54 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 292 281 | 39,27 | 18 127 | 48,04 | ||||
| 2025-07-22 | 13F | Legacy Trust | 109 032 | 0,21 | 6 762 | 6,52 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 91 508 | 2,50 | 5 675 | 8,95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 090 149 | −1,52 | 67 611 | 4,67 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 461 720 | 120,42 | 90 656 | 134,28 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 26 320 | 49,98 | 1 632 | 59,53 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 40 946 | −5,39 | 2 538 | 0,51 | ||||
| 2025-04-29 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 821 624 | 1,71 | 50 842 | −6,62 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 89 038 | −32,66 | 5 522 | −28,43 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 149 780 | 9 289 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 154 888 | −7,78 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 288 286 | −9,74 | 17 879 | −4,06 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 785 794 | 3,32 | 45 851 | −3,24 | ||||
| 2025-08-04 | 13F | Balentine LLC | 18 967 | 171,69 | 1 176 | 188,94 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 407 461 | 17,24 | 25 271 | 24,62 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 73 608 | −2,39 | 4 565 | 3,75 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 6 686 | 11,69 | 415 | 18,62 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 4 032 | 0,98 | 250 | 7,76 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 76 810 | 0,10 | 4 764 | 6,39 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 274 195 | −6,62 | 17 006 | −0,75 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 4 079 | −97,71 | 253 | −97,57 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 4 305 | 0,00 | 267 | 5,98 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6 146 | 27,56 | 381 | 35,59 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 38 342 | 18,64 | 2 378 | 26,10 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 113 806 | 2,06 | 7 058 | 8,48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 191 450 | 2,03 | 11 874 | 8,44 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 20 986 | −1,30 | 1 325 | 6,85 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2 215 | −3,70 | 137 | 2,24 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 4 762 | 0,44 | 298 | 6,83 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 50 725 | −0,07 | 3 146 | 6,21 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 102 012 | 0,53 | 6 327 | 6,86 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 423 005 | 26 235 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 280 | 32,17 | 141 | 41,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48 331 | 3,69 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 860 479 | 53 367 | ||||||
| 2025-08-14 | 13F | Letson Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 19 945 | −0,99 | 1 237 | 5,19 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 128 875 | −0,43 | 7 993 | 13,59 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 38 028 | −0,41 | 2 358 | 5,83 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2 011 | 0,00 | 125 | 5,98 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 19 416 | −5,87 | 1 204 | 0,08 | ||||
| 2025-07-24 | 13F | Eastern Bank | 132 942 | −2,87 | 8 245 | 3,24 |
