Grundläggande statistik
Institutionella ägare | 2527 total, 2521 long only, 0 short only, 6 long/short - change of 0,40% MRQ |
Genomsnittlig portföljallokering | 1.1306 % - change of −2,64% MRQ |
Institutionella aktier (lång) | 1 236 102 278 (ex 13D/G) - change of −4,30MM shares −0,35% 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 9, 2025 is 65,46 / share. Previously, on September 10, 2024, the share price was 59,00 / share. This represents an increase of 10,95% 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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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 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 4 810 | 9,69 | 298 | 16,86 | ||||
2025-08-15 | 13F | Pine Ridge Advisers LLC | 897 275 | 0,69 | 55 649 | 7,02 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8 799 | 546 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 845 | −26,07 | 549 | −21,49 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 12 162 | −1,63 | 754 | 4,58 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 3 983 | 0,28 | 247 | 6,93 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 42 752 | 0,22 | 2 651 | 6,51 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14 472 | 0,17 | 898 | 6,53 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 5 600 | 0,00 | 347 | 6,44 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 148 218 | 8,71 | 9 192 | 15,55 | ||||
2025-07-18 | 13F | Rogco, Lp | 118 871 | −0,86 | 7 372 | 5,37 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 46 391 | −0,87 | 2 877 | 5,38 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 12 858 | −1,42 | 797 | 4,73 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 3 810 | −1,42 | 236 | 4,89 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 169 967 | 4,84 | 10 541 | 11,43 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 239 756 | 176,31 | 14 870 | 193,68 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 34 225 | −0,19 | 2 123 | 6,10 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 7 350 | −48,06 | 456 | −44,85 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 66 227 | −2,43 | 4 107 | 3,71 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 97 455 | 10,47 | 6 044 | 17,43 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 175 513 | 13,53 | 10 998 | 25,71 | ||||
2025-07-29 | 13F | Mutual Of America Capital Management Llc | 3 305 | −6,19 | 205 | −0,49 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 8 003 | −9,82 | 496 | −4,06 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 805 | −14,95 | 360 | −9,55 | ||||
2025-04-29 | 13F | Royal Harbor Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 25 909 | 3,47 | 1 607 | 9,92 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 6 562 | 3,19 | 407 | 9,43 | ||||
2025-07-15 | 13F/A | Northstar Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26 857 | −15,13 | 1 666 | −9,80 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 407 347 | 343,10 | 25 264 | 370,97 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 221 335 | −13,11 | 13 727 | −7,64 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 7 816 | −1,28 | 485 | 4,99 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 7 469 865 | 1,17 | 463 281 | 7,53 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 274 | −43,48 | 79 | −39,69 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 49 015 | −12,07 | 3 040 | −6,55 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Financial Life Advisors | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Range Financial Group LLC | 6 169 | −1,11 | 383 | 5,23 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 147 781 | 2 282,03 | 9 165 | 2 431,77 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 7 019 | 7,55 | 435 | 14,47 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 4 000 | 0,00 | 248 | 6,44 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3 398 | −9,07 | 211 | −3,67 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 42 588 | −6,11 | 2 641 | −0,19 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 2 500 | 0,00 | 155 | 6,90 | ||||
2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 3 375 | 209 | ||||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 384 | 1,79 | 0 | |||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 197 169 | 3,91 | 12 228 | 10,45 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 2 041 | −5,38 | 128 | 0,79 | ||||
2025-07-24 | 13F | Insight Inv LLC | 10 230 | 0,00 | 634 | 6,38 | ||||
2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1 950 | −32,76 | 114 | −37,22 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 28 676 | 22,35 | 1 778 | 30,07 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 13 867 | 4,26 | 860 | 10,82 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 28 164 | 8,26 | 1 747 | 15,02 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 3 935 | −1,75 | 244 | 4,72 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 127 928 | 2,41 | 7 934 | 8,86 | ||||
2025-08-06 | 13F | S&t Bank/pa | 1 571 | 0,00 | 97 | 6,59 | ||||
2025-07-24 | 13F | Ashford Advisors, LLC | 4 000 | −36,00 | 1 763 | 384,07 | ||||
2025-08-07 | 13F | Nwam Llc | 50 091 | −59,83 | 3 193 | −56,12 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 21 453 | −1,81 | 1 331 | 4,40 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 40 274 | 1,23 | 2 498 | 7,58 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 54 789 | 2,26 | 3 453 | 10,46 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13 527 | −27,77 | 839 | −23,26 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 191 689 | 0,20 | 11 185 | −6,17 | ||||
2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 131 070 | −32,82 | 7 869 | −34,82 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 62 025 | 2,32 | 3 847 | 8,74 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 24 665 | 37,47 | 1 530 | 46,18 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 211 422 | −12,22 | 12 336 | −17,80 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 33 540 | 20,43 | 2 080 | 28,00 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 5 905 | −0,34 | 366 | 6,09 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 10 151 | 4,05 | 1 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 90 799 | 9,08 | 5 631 | 15,94 | ||||
2025-07-15 | 13F | IMS Capital Management | 6 015 | 0,00 | 373 | 6,57 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 822 715 | 6 106,36 | 13 | −98,32 | ||||
2025-08-14 | 13F | First Foundation Advisors | 20 369 | −1,27 | 1 263 | 4,99 | ||||
2025-08-08 | 13F | King Wealth | 385 633 | 0,04 | 24 | 4,55 | ||||
2025-07-16 | 13F | Embree Financial Group | 58 176 | 29,74 | 3 608 | 37,92 | ||||
2025-08-14 | 13F | Fmr Llc | 36 672 022 | −10,34 | 2 274 399 | −4,70 | ||||
2025-08-08 | 13F | Petix & Botte Co | 195 224 | −4,03 | 12 108 | 2,01 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3 233 431 | −0,39 | 201 | 5,82 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 13 630 | −1,48 | 845 | 4,71 | ||||
2025-07-30 | 13F | Ardent Capital Management, Inc. | 7 120 | 0,00 | 442 | 6,27 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 693 | 5,17 | 973 | 11,84 | ||||
2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 163 625 | 0,31 | 10 148 | 6,62 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 489 221 | −4,10 | 30 341 | 1,94 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Richwood Investment Advisors, LLC | 132 228 | −0,53 | 8 201 | 5,72 | ||||
2025-04-18 | 13F | Five Oceans Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 8 145 | 5,81 | 510 | 13,59 | ||||
2025-08-07 | 13F | Gs Investments, Inc. | 22 090 | −6,23 | 1 370 | −0,29 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 91 169 | 13,42 | 5 654 | 20,55 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 11 392 | −55,92 | 707 | −53,18 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 8 771 | −4,02 | 544 | 1,88 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 69 377 | 6,12 | 4 303 | 12,79 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 12 928 | 0,17 | 802 | 6,37 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 8 290 | 514 | ||||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 71 945 | 4,20 | 4 462 | 10,77 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 4 895 | 0,00 | 304 | 6,32 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 7 935 | 19,59 | 492 | 27,13 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 6 400 | −76,58 | 397 | −75,16 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 53 472 | −21,23 | 3 210 | −23,57 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 14 947 | −0,19 | 927 | 6,07 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 3 710 | 3,60 | 230 | 10,58 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 1 695 | 0,00 | 105 | 7,14 | ||||
2025-07-30 | 13F | Retirement Planning Group | 15 134 | −1,57 | 939 | 4,57 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 360 | 0,00 | 146 | 6,57 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 70 399 | −1,36 | 4 366 | 4,85 | ||||
2025-07-07 | 13F | General Partner, Inc. | 48 296 | 0,00 | 2 995 | 6,28 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 764 628 | 6,95 | 47 422 | 13,68 | ||||
2025-07-18 | 13F | Panoramic Capital Partners, LLC | 187 874 | 21,12 | 11 984 | 51,03 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 1 347 898 | −7,20 | 84 | −1,19 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 9 165 | 0,00 | 568 | 6,37 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 5 400 020 | 2,96 | 334 909 | 9,43 | ||||
2025-08-08 | 13F | NAN FUNG TRINITY (HK) Ltd | 359 000 | 3,67 | 22 265 | 10,19 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 30 616 | −9,56 | 1 908 | −3,44 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 29 587 | −1,90 | 1 835 | 4,32 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 21 881 | 1,11 | 1 357 | 7,53 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 26 303 | 11 695,07 | 1 631 | 12 446,15 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 830 | 12,93 | 0 | |||||
2025-07-18 | 13F | Swp Financial Llc | 44 279 | −0,31 | 2 746 | 5,98 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 21 398 | −1,15 | 1 327 | 5,07 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 771 412 | 17,79 | 47 843 | 25,19 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 11 009 | 0,00 | 683 | 6,23 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 255 | 0,00 | 16 | 14,29 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 493 316 | 4,31 | 526 755 | 10,87 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 18 951 | −6,13 | 1 175 | −0,25 | ||||
2025-07-09 | 13F | Exchange Bank | 32 358 | −0,26 | 2 007 | 6,03 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 4 871 | −20,02 | 302 | −14,93 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 13 175 | 0,02 | 817 | 6,38 | ||||
2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5 636 | 350 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 428 070 | −10,21 | 26 549 | −4,56 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 4 029 | −11,82 | 250 | −6,39 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 47 336 | −33,75 | 2 936 | −29,58 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 12 862 | −2,35 | 798 | 3,78 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 22 115 | −3,64 | 1 290 | −3,95 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 043 | 0,10 | 648 | 10,60 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 1 104 762 | −0,28 | 70 053 | 17,79 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 39 868 | 1,35 | 2 473 | 7,71 | ||||
2025-07-15 | 13F | BCS Wealth Management | 10 476 | 8,64 | 1 | |||||
2025-08-12 | 13F | Forum Private Client Group LLC | 76 065 | 9,28 | 4 718 | 16,15 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 2 623 | 19,50 | 153 | 19,53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 34 572 306 | 1,52 | 2 143 792 | 7,88 | ||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 11 773 | 0,48 | 730 | 6,88 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 20 320 | −17,62 | 1 260 | −12,44 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co Of Oklahoma | 76 228 | −1,12 | 4 728 | 5,09 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 030 | 0,00 | 126 | 5,93 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | Put | 3 000 | 5 | |||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 25 485 | 0,50 | 1 581 | 6,83 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1 083 445 | 7,43 | 67 195 | 14,18 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 67 365 | 6,71 | 4 178 | 13,41 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 1 783 594 | 2,94 | 110 618 | 9,42 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 5 145 | −1,78 | 0 | |||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 588 | 223 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 202 409 | −26,57 | 12 553 | −21,95 | ||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 32 173 | 4,14 | 1 995 | 10,71 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 64 825 | 0,00 | 4 020 | 6,29 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 27 848 | −0,98 | 1 727 | 5,24 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 295 652 | 2,92 | 18 336 | 9,40 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 396 388 | 101,10 | 24 584 | 113,75 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 337 303 | 428,96 | 20 920 | 462,34 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 547 970 | 32,26 | 33 985 | 40,58 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 14 953 | 927 | ||||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 18 015 | −1,12 | 1 117 | 5,08 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 5 220 | −16,67 | 324 | −11,51 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 0 | −100,00 | 0 | |||||
2025-06-23 | NP | MPSIX - MidCap S&P 400 Index Fund Institutional Class | 68 000 | 31,53 | 3 870 | 15,77 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 25 839 | 0,55 | 1 603 | 6,87 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 1 011 058 | 3,98 | 62 706 | 10,52 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 18 700 | 0,00 | 1 160 | 6,23 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 200 | 12 | ||||||
2025-07-17 | 13F | MBA Advisors LLC | 16 871 | −5,21 | 1 046 | 0,77 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 4 541 | 12,21 | 282 | 19,07 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 173 090 | −0,69 | 10 735 | 5,56 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 3 443 | −34,99 | 214 | −31,07 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 7 098 | 0,31 | 453 | 19,26 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 374 190 | 5,68 | 23 207 | 12,33 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 252 644 | 9,08 | 14 742 | 2,15 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 179 925 | 0,82 | 11 159 | 7,16 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 688 843 | 9,05 | 42 722 | 15,91 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 8 620 | 0,00 | 535 | 6,37 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 64 772 | 0,57 | 4 017 | 6,92 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 109 295 | −54,28 | 6 778 | −51,41 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 1 700 | 0,00 | 105 | 6,06 | ||||
2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 13 405 | −0,68 | 831 | 5,59 | ||||
2025-07-23 | 13F | Charter Trust Co | 478 814 | 0,19 | 29 696 | 6,49 | ||||
2025-08-07 | 13F | Midwest Trust Co | 523 597 | 32 474 | ||||||
2025-07-08 | 13F | Next Level Private LLC | 13 725 | 1,18 | 851 | 7,59 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 70 654 | −0,36 | 4 382 | 5,90 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 83 054 | −4,41 | 5 151 | 1,60 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8 937 | −16,44 | 554 | −11,22 | ||||
2025-07-17 | 13F | SWS Partners | 222 344 | 9,07 | 13 790 | 15,93 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 4 735 | 0,00 | 294 | 6,16 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 647 557 | −4,56 | 40 162 | 1,44 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 16 152 | 3,78 | 1 002 | 10,24 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 9 060 | 0,20 | 562 | 6,45 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 58 154 | 8,28 | 3 607 | 15,10 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 8 932 | 2,81 | 554 | 9,29 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 10 113 | 2,51 | 627 | 9,04 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 63 637 | −5,86 | 3 947 | 0,05 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 15 575 | −0,53 | 966 | 5,70 | ||||
2025-07-14 | 13F | Argentarii, LLC | 21 121 | 6,40 | 1 310 | 13,04 | ||||
2025-04-24 | 13F | Westend Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Amarillo National Bank | 26 690 | −0,96 | 1 655 | 5,28 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 607 | 0,00 | 38 | 5,71 | ||||
2025-08-04 | 13F | Assetmark, Inc | 32 410 | 18,04 | 2 010 | 25,47 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 3 335 | 207 | ||||||
2025-08-13 | 13F | West Wealth Group, LLC | 4 191 | 263 | ||||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 269 334 | −1,08 | 16 704 | 5,14 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 28 545 | −3,34 | 1 770 | 2,73 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 1 501 047 | 91,24 | 93 095 | 103,27 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 3 345 | 207 | ||||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 262 276 | 3,25 | 16 266 | 9,75 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 18 153 | 15,93 | 1 126 | 23,22 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 154 534 | 4,70 | 9 584 | 11,29 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 100 889 | 8,97 | 6 257 | 15,83 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 13 697 | 0,31 | 1 | |||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 59 210 | −1,94 | 3 672 | 4,23 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 305 304 | 0,38 | 18 935 | 6,69 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 348 503 | 1,14 | 21 614 | 7,51 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 5 435 | 0,13 | 337 | 6,65 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 42 558 | 3 | ||||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 19 961 | 0,57 | 1 239 | 6,63 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 14 489 | −29,59 | 899 | −25,17 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 16 567 | −15,90 | 1 027 | −10,62 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 11 179 | −0,50 | 693 | 5,80 | ||||
2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 381 029 | −1,47 | 23 632 | 4,73 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 75 | 5 | ||||||
2025-08-12 | 13F | Eley Financial Management, Inc | 241 480 | 0,52 | 14 977 | 6,28 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 18 452 | −0,20 | 1 144 | 6,12 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 518 912 | −17,41 | 32 183 | −12,21 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 637 | −9,65 | 1 109 | 17,25 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 15 446 | 0,00 | 958 | 6,22 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1 164 247 | −3,77 | 72 207 | 2,28 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 292 734 | 0,71 | 18 | 12,50 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 15 009 | −22,17 | 931 | −17,33 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 12 457 | 1 | ||||||
2025-05-14 | 13F | Earnest Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Wealth Quarterback LLC | 9 748 | −45,36 | 605 | −41,92 | ||||
2025-07-10 | 13F | Security National Bank | 14 259 | 18,32 | 884 | 25,75 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 45 375 | 21,04 | 2 814 | 28,67 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 102 976 | 4,40 | 6 387 | 10,96 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 375 772 | −3,77 | 23 305 | 2,29 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 6 524 | −2,63 | 405 | 3,59 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 4 100 | 3,27 | 254 | 9,96 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 285 378 | 2,01 | 17 699 | 8,43 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 361 893 | −3,59 | 22 445 | 2,47 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 22 895 | 0,01 | 1 420 | 6,29 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 248 285 | 2,61 | 15 399 | 9,06 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 4 246 | −2,01 | 248 | −8,52 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 19 170 | 195,29 | 494 | 30,42 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 7 200 | 0,18 | 447 | 6,44 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 6 442 | 53,89 | 400 | 63,52 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 499 519 | −12,96 | 30 980 | −7,48 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 419 353 | −8,40 | 26 008 | −2,64 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 13 914 | 17,78 | 863 | 25,11 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 493 559 | −3,53 | 30 611 | 2,54 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 107 257 | 0,00 | 6 652 | 6,30 | ||||
2025-07-24 | 13F | Lee Financial Co | 1 298 138 | 1,83 | 80 510 | 8,24 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2 055 | 0,00 | 0 | |||||
2025-07-10 | 13F | Clare Market Investments LLC | 3 225 | 200 | ||||||
2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 213 | 0,00 | 323 | 6,25 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 969 258 | 20,97 | 60 113 | 28,52 | ||||
2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 1 750 | 0,00 | 109 | 5,88 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 9 398 | 5,50 | 548 | −1,26 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4 702 | 0,00 | 292 | 6,20 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 41 723 | −29,25 | 2 588 | −24,82 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 5 953 | −3,14 | 369 | 3,07 | ||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 245 577 | 0,31 | 15 231 | 6,62 | ||||
2025-07-11 | 13F | Professional Advisory Services Inc | 325 952 | 0,60 | 20 | 11,11 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 275 656 | 194,29 | 17 096 | 212,83 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 407 | 0,00 | 25 | 8,70 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 9 400 | 0,00 | 583 | 6,20 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2 203 629 | 0,64 | 136 669 | 6,97 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9 497 | −23,52 | 589 | −18,65 | ||||
2025-06-03 | 13F | Invst, LLC | 9 404 | −96,69 | 549 | −96,91 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 410 976 | 25 489 | ||||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 540 | 0,00 | 33 | 6,45 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 21 441 | −7,07 | 1 330 | −1,26 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 8 113 | 1,90 | 503 | 8,41 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 500 | 0,00 | 31 | 6,90 | ||||
2025-08-14 | 13F | Palisade Capital Management Llc/nj | 39 365 | −0,17 | 2 441 | 6,13 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 131 684 | −0,21 | 8 167 | 6,08 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 32 340 | 0,00 | 2 006 | 6,25 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 8 933 | −81,21 | 554 | −80,03 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | 0,00 | 3 | 0,00 | ||||
2025-07-29 | 13F | CapWealth Advisors, LLC | 7 060 | 0,00 | 438 | 6,33 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 5 441 | 11,04 | 337 | 18,25 | ||||
2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Saiph Capital, LLC | 13 549 | 92,70 | 840 | 104,88 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 4 406 810 | −1,91 | 273 312 | 4,25 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 25 076 | 1 555 | ||||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 40 220 | 5,28 | 2 494 | 11,89 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 243 609 | 4,89 | 15 109 | 11,49 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 99 227 | −5,84 | 6 154 | 0,08 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 36 287 | 0,30 | 2 251 | 6,58 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 088 333 | −0,62 | 67 | 6,35 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 10 620 | 0,00 | 659 | 6,30 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 168 138 | 1,40 | 10 428 | 8,04 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 190 532 | −0,89 | 11 817 | 5,34 | ||||
2025-08-06 | 13F | Mcrae Capital Management Inc | 9 423 | −19,87 | 584 | −14,87 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 265 492 | 0,34 | 16 466 | 6,65 | ||||
2025-07-28 | 13F | Aries Wealth Management | 7 071 | 0,00 | 439 | 6,31 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 735 | 0,00 | 43 | −6,67 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 64 058 | −0,87 | 3 973 | 5,36 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 3 906 | 1,06 | 242 | 7,56 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 131 875 | −0,51 | 8 179 | 5,74 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 180 815 | 2,51 | 73 234 | 8,95 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 97 554 | 10,36 | 6 050 | 17,32 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 14 135 | −8,54 | 877 | −2,77 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 29 351 | 1 745 | ||||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 10 489 | 0,00 | 650 | 6,21 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 935 | 0,00 | 58 | 5,56 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 82 831 | 5 137 | ||||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8 139 | −2,62 | 505 | 3,49 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 36 319 | −22,04 | 2 253 | −17,14 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 18 293 | 1,35 | 1 135 | 7,69 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 3 273 | −28,86 | 203 | −24,25 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 679 302 | −27,11 | 42 132 | −22,51 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 8 689 | 0,32 | 539 | 6,53 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 279 986 | 1,99 | 17 365 | 8,40 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 14 552 | 0,03 | 902 | 6,37 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 2 185 643 | −4,10 | 135 554 | 1,94 | ||||
2025-08-12 | 13F | Holderness Investments Co | 3 575 | 0,00 | 222 | 6,25 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 3 959 | −4,63 | 246 | 1,24 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 866 | −20,66 | 116 | −16,06 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 11 889 | 19,22 | 737 | 26,85 | ||||
2025-08-12 | 13F | Zacks Investment Management | 126 903 | −15,57 | 7 871 | −10,26 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 6 805 | 1,58 | 432 | 18,41 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5 794 | −70,38 | 359 | −68,54 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 3 168 673 | −3,10 | 196 521 | 2,99 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 112 894 | 61,32 | 7 002 | 71,47 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3 347 | 0,00 | 208 | 6,15 | ||||
2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 91 069 | −11,66 | 5 183 | −22,25 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 87 526 | 0,46 | 5 428 | 6,79 | ||||
2025-08-12 | 13F | one8zero8, LLC | 2 980 | 0,00 | 185 | 6,36 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 35 948 | 3,91 | 2 098 | −2,69 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 57 444 | 1,56 | 3 563 | 7,94 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 8 127 | −1,31 | 504 | 5,00 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 97 978 | 30,20 | 6 076 | 38,41 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 7 303 | −30,43 | 453 | −26,14 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 8 516 | −0,78 | 528 | 5,60 | ||||
2025-07-16 | 13F | Jentner Corp | 5 900 | 0,00 | 366 | 6,10 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 135 081 | 0,14 | 8 378 | 6,43 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 669 107 | 13,33 | 41 498 | 20,46 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 19 357 | −15,28 | 1 201 | −9,98 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 2 125 | 0,00 | 132 | 6,50 | ||||
2025-07-25 | 13F | Bull Street Advisors, LLC | 5 745 | 0,00 | 0 | |||||
2025-07-28 | 13F | Bridges Investment Management Inc | 4 581 466 | 0,78 | 284 143 | 7,12 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 5 855 | 0,00 | 363 | 6,45 | ||||
2025-08-08 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 213 335 | −12,84 | 13 231 | −7,36 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 7 000 | 7,69 | 408 | 0,74 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 990 502 | 111,06 | 61 431 | 124,33 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 258 694 | 5,06 | 16 044 | 11,66 | ||||
2025-07-21 | 13F | Matauro, Llc | 32 608 | −6,65 | 2 022 | −0,79 | ||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 62 716 | 0,61 | 3 890 | 6,93 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 652 | −30,93 | 40 | −27,27 | ||||
2025-08-13 | 13F | Kilter Group LLC | 303 | 19 | ||||||
2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 10 394 | 12,57 | 645 | 19,70 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 29 313 | −2,13 | 1 818 | 4,01 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 342 999 | −6,05 | 21 273 | −0,14 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 441 264 | 0,65 | 27 367 | 6,98 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 391 602 | −0,67 | 24 287 | 5,58 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 302 884 | 0,00 | 17 673 | 0,00 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 662 091 | 1,10 | 41 063 | 7,46 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 882 | 1,20 | 737 | 7,45 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 58 154 | 16,14 | 3 607 | 23,41 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 92 206 | −21,77 | 5 719 | −16,85 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6 407 | 6,18 | 397 | 12,78 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8 290 | −0,08 | 514 | 6,20 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 900 | 0,00 | 242 | 6,17 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 51 983 | −5,33 | 3 224 | 0,62 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 13 770 | 0,00 | 854 | 6,35 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 19 580 | −0,15 | 1 214 | 6,12 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 5 809 | 1,48 | 0 | |||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 21 | 1 | ||||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 206 369 | 15,29 | 12 799 | 22,55 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 14 118 | 0,09 | 876 | 6,32 | ||||
2025-08-12 | 13F | Bokf, Na | 1 705 387 | −17,54 | 105 768 | −12,35 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3 525 | 0,00 | 219 | 6,34 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 9 395 | 0,00 | 583 | 6,20 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 22 193 | −1,22 | 1 376 | 5,04 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 24 105 | 0,03 | 1 | 0,00 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 6 033 | 56,99 | 374 | 66,96 | ||||
2025-08-12 | 13F | Ames National Corp | 46 986 | 2,35 | 2 914 | 8,81 | ||||
2025-07-16 | 13F | Novem Group | 68 694 | −0,14 | 4 260 | 6,15 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 1 175 233 | 12,13 | 72 888 | 19,19 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 3 979 | −91,55 | 247 | −91,05 | ||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 12 011 | −3,39 | 745 | 2,62 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 49 201 | −13,66 | 3 051 | −8,24 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 4 850 | 0,00 | 283 | 0,00 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 181 884 | 2,12 | 11 280 | 1,64 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 300 | 0,00 | 19 | 5,88 | |||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 243 745 | 2,30 | 15 117 | 8,73 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 9 266 | −1,39 | 575 | 4,74 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 40 879 | 7,68 | 2 535 | 14,45 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1 162 445 | −5,55 | 72 095 | 6,37 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 47 445 | 12,80 | 2 943 | 19,89 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 10 042 | 3,90 | 623 | 10,48 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 52 223 | 10,06 | 3 239 | 26,73 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 5 070 | −27,24 | 314 | −22,66 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 248 521 | −6,26 | 15 413 | −0,36 | ||||
2025-08-07 | 13F | Summit X, LLC | 16 434 | −2,00 | 1 019 | 4,19 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 38 676 | 5,65 | 2 399 | 12,27 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 177 116 | 6,29 | 10 985 | 12,97 | ||||
2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 98 281 | −32,58 | 5 901 | −34,59 | ||||
2025-08-14 | 13F | Mariner, LLC | 13 961 480 | 2,07 | 865 891 | 8,49 | ||||
2025-08-14 | 13F | Glenview Trust Co | 353 131 | 0,03 | 21 901 | 6,33 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 18 733 | −24,23 | 1 | 0,00 | ||||
2025-08-12 | 13F | Umpqua Bank | 11 240 | −9,10 | 713 | −1,25 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 2 975 | 0,00 | 185 | 6,36 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 41 193 | −9,53 | 2 555 | −3,84 | ||||
2025-07-22 | 13F | Schwab Charitable Fund | 29 759 | 6,90 | 1 846 | 13,61 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 6 399 | 0,00 | 0 | |||||
2025-07-25 | 13F | JustInvest LLC | 16 531 | 38,80 | 1 025 | 47,69 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 268 | 17 | ||||||
2025-08-12 | 13F | Seeds Investor Llc | 41 702 | 22,34 | 2 586 | 30,02 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 22 340 | 2,19 | 1 386 | 8,63 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 293 179 | −2,98 | 18 | 5,88 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 13 960 | −15,83 | 866 | −10,55 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 227 579 | 3,24 | 14 114 | 9,73 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 19 339 | 0,00 | 1 199 | 6,29 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 15 382 | −0,38 | 954 | 5,89 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 509 522 | −2,41 | 31 601 | 3,73 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 3 965 | 0,00 | 246 | 6,06 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 8 561 | 12,56 | 531 | 19,64 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 12 055 | −28,18 | 748 | −23,70 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 101 436 | 1,22 | 6 291 | 7,59 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 9 227 | −10,63 | 572 | −4,98 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 473 034 | 0,34 | 29 338 | 6,65 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 15 700 | 0,00 | 1 000 | −2,34 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 7 350 | −0,07 | 456 | 6,06 | ||||
2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 21 314 | −0,81 | 1 322 | 5,43 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 787 509 | −0,91 | 48 841 | 5,33 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 295 058 | 2,05 | 18 299 | 8,47 | ||||
2025-04-17 | 13F | Consilium Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 7 222 | −0,48 | 448 | 5,67 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 91 874 | 0,65 | 6 | 0,00 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 62 827 | 19,42 | 3 897 | 26,95 | ||||
2025-08-07 | 13F | Prime Buchholz LLC | 7 532 | 0,31 | 467 | 6,62 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 125 | −28,57 | 8 | −30,00 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 3 725 | 0,00 | 234 | 7,37 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 13 051 | 0,38 | 809 | 6,73 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 26 474 | 2,81 | 1 642 | 9,25 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 4 091 | 0,00 | 254 | 6,30 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class | 637 081 | −3,03 | 39 512 | 3,07 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 23 244 | 6,29 | 1 442 | 12,93 | ||||
2025-07-30 | 13F | Fogel Capital Management, Inc. | 3 480 | 0,00 | 216 | 5,91 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 171 698 | 10 649 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 14 861 | 32,12 | 922 | 40,40 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 475 | 0,00 | 29 | 7,41 | ||||
2025-05-15 | 13F | PFM Health Sciences, LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Navigoe, LLC | 80 | 0,00 | 0 | |||||
2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 430 467 | −16,34 | 26 698 | −11,08 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 27 317 | 2,11 | 1 694 | 8,59 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 416 468 | −12,40 | 25 829 | −6,89 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 782 | 82,47 | 1 041 | 94,03 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 10 018 | −0,42 | 621 | 5,79 | ||||
2025-07-31 | 13F/A | Avion Wealth | 7 059 | −5,06 | 0 | |||||
2025-08-06 | 13F | SP Asset Management LLC | 7 717 | 0,10 | 479 | 6,46 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 280 867 | 3,28 | 17 419 | 9,78 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 135 195 | 50,81 | 8 385 | 60,31 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 582 911 | 4,35 | 36 152 | 10,91 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 24 837 | 0,00 | 1 540 | 6,28 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 16 649 | −6,11 | 1 033 | −0,19 | ||||
2025-07-15 | 13F | Martin Capital Advisors, LLP | 7 975 | 0,00 | 495 | 6,24 | ||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6 558 | −0,23 | 407 | 6,01 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 3 529 | 14,21 | 219 | 21,11 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4 928 | 0,49 | 288 | −5,90 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 356 555 | −1,36 | 22 114 | 4,85 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 4 475 | −1,95 | 278 | 4,14 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 229 291 | 6,43 | 14 221 | 13,12 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15 811 | −10,55 | 981 | −4,95 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 103 713 | 5,55 | 6 432 | 12,19 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 792 654 | 2,36 | 49 160 | 8,80 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 114 299 | −6,08 | 7 089 | −0,17 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 315 999 | 16,39 | 19 598 | 23,72 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 2 730 | −11,94 | 169 | −6,11 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 2 670 | 0,00 | 166 | 6,45 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 10 776 | 0,00 | 1 | |||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 3 225 | −42,67 | 200 | −39,02 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 20 274 | 20,83 | 1 292 | 23,64 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 1 278 333 | −28,02 | 79 282 | −23,49 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 1 244 055 | 6,92 | 77 156 | 13,65 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 139 586 | −23,14 | 8 657 | −18,30 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 83 236 | −16,10 | 5 162 | −10,82 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 65 976 | 5,93 | 4 092 | 12,58 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 229 926 | 11,14 | 14 259 | 18,13 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 837 | −6,46 | 672 | −0,44 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 21 816 | −19,18 | 1 353 | −14,10 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 42 919 | 6,00 | 2 662 | 12,66 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 416 205 | 1,03 | 25 813 | 7,39 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 304 497 | 1,21 | 18 885 | 7,58 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 3 927 | 244 | ||||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 28 030 | 0,00 | 1 738 | 5,21 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 97 625 | 48,40 | 6 055 | 57,74 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 159 233 | 0,44 | 9 876 | 6,76 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 45 985 | 0,00 | 2 852 | 6,26 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 26 179 | −4,81 | 1 624 | 1,18 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 10 351 | −1,31 | 642 | 4,91 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 754 | 0,00 | 171 | 6,25 | ||||
2025-08-04 | 13F | Ledyard National Bank | 20 253 | −6,55 | 1 256 | −0,63 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 50 368 | 1,96 | 3 124 | 8,36 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 108 133 | −0,97 | 6 706 | 5,26 | ||||
2025-08-07 | 13F | Peninsula Asset Management Inc | 319 425 | −0,14 | 19 811 | 6,13 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 898 | 0,00 | 56 | 5,77 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 32 010 | 3,67 | 1 985 | 10,22 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 16 135 | −2,09 | 1 001 | 4,06 | ||||
2025-07-07 | 13F | Verde Capital Management | 451 068 | 5,19 | 27 975 | 11,81 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 4 421 | 0,14 | 274 | 6,61 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 3 580 | 0,11 | 222 | 6,73 | ||||
2025-08-08 | 13F | Wealth Alliance | 58 199 | 1,77 | 3 610 | 8,18 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 17 081 | 0,70 | 1 059 | 3,93 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 5 015 | 0,00 | 291 | 0,00 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 44 155 | −0,56 | 2 739 | 5,71 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 38 032 | −0,06 | 2 359 | 6,12 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 3 520 | 0,00 | 218 | 6,34 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3 580 | 225 | ||||||
2025-07-22 | 13F | Highland Capital Management, Llc | 13 980 | 0,00 | 867 | 6,38 | ||||
2025-08-14 | 13F | Starboard Value LP | 5 250 656 | 47,29 | 325 646 | 56,55 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 74 381 | 839,51 | 4 340 | 109,66 | ||||
2025-07-11 | 13F | LongView Wealth Management | 4 919 | −9,83 | 305 | −4,09 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 3 884 | −5,06 | 241 | 0,84 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 315 209 | 1,11 | 19 549 | 7,47 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 3 226 | −1,19 | 200 | −1,48 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 611 803 | −1,52 | 38 | 2,78 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 59 418 | 0,00 | 3 685 | 6,29 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 145 961 | 9 053 | ||||||
2025-07-21 | 13F | Hilltop National Bank | 80 845 | 14,35 | 5 014 | 13,83 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 59 972 950 | 0,96 | 3 719 522 | 7,31 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 14 915 | 11,14 | 870 | 4,07 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 13 619 | 13,95 | 845 | 21,09 | ||||
2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 665 | 0,00 | 40 | −4,88 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 107 382 | −20,51 | 6 660 | −15,52 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 305 320 | −5,12 | 80 956 | 0,85 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 971 | −26,62 | 370 | −21,94 | ||||
2025-08-05 | 13F | Ceera Investments, Llc | 3 975 | 0,00 | 247 | 6,49 | ||||
2025-06-25 | NP | WWICX - Westwood Income Opportunity Fund C Class Shares | 117 500 | −5,30 | 6 687 | −16,64 | ||||
2025-08-07 | 13F | Davis R M Inc | 3 203 403 | 1,37 | 198 675 | 7,75 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 106 128 | −7,22 | 6 754 | 1,18 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 5 950 | −1,10 | 369 | 5,13 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 10 305 199 | 1,86 | 639 128 | 8,26 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 1 066 129 | −0,41 | 66 121 | 5,86 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 111 744 | 0,29 | 6 930 | 6,60 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 5 043 | −55,39 | 313 | −52,66 | ||||
2025-07-15 | 13F | McAdam, LLC | 6 439 | 63,38 | 399 | 74,24 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 5 005 | 310 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 17 880 | −1,65 | 1 109 | 4,53 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 243 354 | 4,69 | 15 093 | 11,28 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 18 052 | 0,23 | 1 120 | 6,57 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 15 678 | −24,70 | 972 | −19,93 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 20 226 | −7,97 | 1 254 | −2,18 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 3 402 | 211 | ||||||
2025-07-30 | 13F | Patten Group, Inc. | 44 520 | −6,21 | 2 761 | −0,29 | ||||
2025-07-30 | 13F | Whittier Trust Co | 1 770 444 | 1,81 | 109 803 | 8,24 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 211 312 | 1,52 | 13 106 | 7,90 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 6 155 | 382 | ||||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 587 720 | 1,73 | 98 470 | 8,12 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4 525 | 0,00 | 281 | 6,06 | ||||
2025-08-15 | 13F | Keel Point, LLC | 53 824 | −18,00 | 3 338 | −12,82 | ||||
2025-08-08 | 13F | Client First Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 7 787 | −34,59 | 483 | −30,55 | ||||
2025-08-08 | 13F | Financial Life Planners | 6 455 | −19,98 | 400 | −14,89 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 10 407 | 0,00 | 607 | −6,33 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 323 686 | 1,63 | 20 075 | 17,60 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 4 330 | 1,45 | 269 | 7,63 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 3 717 | −3,28 | 231 | 2,68 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 5 400 | 0,00 | 335 | 6,03 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 3 750 | 0,00 | 233 | 6,42 | ||||
2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 039 307 | −8,92 | 375 | −3,11 | ||||
2025-08-14 | 13F | Fosun International Ltd | 56 040 | −0,11 | 36 985 | 1 029,97 | ||||
2025-07-18 | 13F | Vicus Capital | 1 177 230 | 4,12 | 73 012 | 10,67 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 5 151 | −5,45 | 319 | 0,63 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 41 339 | 204,59 | 2 564 | 224,02 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 1 141 922 | 2,17 | 70 822 | 8,59 | ||||
2025-08-06 | 13F | Washington Trust Bank | 35 210 | −0,77 | 2 184 | 5,46 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 89 090 | 0,00 | 5 525 | 6,29 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 990 856 | 11,11 | 61 453 | 18,10 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 18 417 | 2,95 | 1 142 | 9,49 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 339 430 | 5,61 | 83 071 | 12,25 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 298 995 | 6,29 | 18 693 | 17,43 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 9 388 | 0,00 | 582 | 6,40 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 17 077 | −6,58 | 1 059 | −0,66 | ||||
2025-07-15 | 13F | Drum Hill Capital, LLC | 5 375 | 0,00 | 333 | 6,39 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 780 507 | 2,74 | 48 407 | 9,21 | ||||
2025-08-12 | 13F | American Century Companies Inc | 80 200 | −18,41 | 4 974 | −13,27 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 26 186 | 9,17 | 1 624 | 16,08 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 16 444 | 0,07 | 1 020 | 6,37 | ||||
2025-07-14 | 13F | Farmers Trust Co | 51 939 | −4,60 | 3 221 | 1,42 | ||||
2025-08-13 | 13F | Keystone Financial Group | 22 124 | 0,33 | 1 372 | 6,52 | ||||
2025-07-09 | 13F | David J Yvars Group | 144 933 | 67,00 | 8 989 | 77,49 | ||||
2025-08-14 | 13F | London Co Of Virginia | 188 793 | −45,93 | 11 709 | −42,52 | ||||
2025-07-08 | 13F | TL Private Wealth | 14 110 | 0,01 | 891 | 23,58 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 171 | 1,82 | 693 | 8,13 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 137 387 | −6,39 | 8 521 | −0,50 | ||||
2025-08-08 | 13F | Hudock, Inc. | 519 773 | −4,16 | 32 236 | 1,86 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 28 631 | −6,31 | 1 776 | −0,45 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 10 614 | 46,28 | 658 | 55,56 | ||||
2025-08-07 | 13F | Future Fund LLC | 8 799 | 546 | ||||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 50 997 | 2,49 | 3 163 | 8,92 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 359 560 | −0,16 | 22 300 | 6,11 | ||||
2025-04-29 | 13F | Hm Payson & Co | 55 455 | −6,48 | 3 236 | −12,43 | ||||
2025-08-01 | 13F | First National Trust Co | 276 388 | −3,95 | 17 142 | 2,09 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 108 219 | 0,83 | 6 712 | 7,17 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 12 159 | 0,31 | 754 | 6,65 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 200 746 | 7,57 | 12 451 | 14,34 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 14 527 | 0,46 | 901 | 6,76 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 257 720 | −44,70 | 15 984 | −41,22 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 61 423 | 31,64 | 3 810 | 39,92 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 8 115 | 0,00 | 503 | 6,34 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 46 100 | 60,07 | 2 859 | 70,58 | |||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 15 600 | −18,75 | 968 | −13,43 | |||
2025-07-16 | 13F | Bright Financial Advisors, Inc. | 96 323 | 11,39 | 5 974 | 18,39 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 214 680 | −33,59 | 13 314 | −29,41 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 14 354 | 19,16 | 890 | 26,78 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 715 | 10,66 | 416 | 17,51 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 91 539 | −14,56 | 5 677 | −9,18 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 185 222 | 84,45 | 11 | 120,00 | ||||
2025-08-14 | 13F | Syon Capital Llc | 98 907 | 6 134 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 28 656 | 12,24 | 1 777 | 19,34 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 35 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 86 364 | 2,84 | 5 356 | 9,31 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 611 984 | 56,79 | 166 618 | 71,41 | ||||
2025-07-31 | 13F | GenTrust, LLC | 72 889 | −13,51 | 4 521 | −8,07 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 10 702 | −17,35 | 664 | −12,19 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 6 658 | −2,62 | 413 | 3,52 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 302 507 | 0,98 | 18 762 | 7,33 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 50 000 | −9,09 | 3 101 | −3,37 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 639 038 | 0,53 | 39 633 | 6,85 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 163 129 | −0,05 | 10 117 | 6,26 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 78 276 | 9,76 | 4 855 | 16,65 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 50 235 | 2,94 | 3 | 50,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 72 369 | −7,92 | 4 488 | −2,12 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 284 800 | −10,21 | 17 663 | −4,56 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 25 508 | 0,00 | 1 488 | 0,00 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 40 849 | 0,61 | 2 533 | 6,92 | ||||
2025-08-06 | 13F | North Capital, Inc. | 245 | 0,00 | 15 | 7,14 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 573 | −52,99 | 33 | −56,00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 11 015 | 0,04 | 683 | 6,39 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 38 719 798 | 2,99 | 2 401 402 | 9,46 | ||||
2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 162 594 | −25,57 | 9 762 | −27,79 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 324 456 | 6,30 | 18 978 | −0,21 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 862 279 | 12,88 | 53 479 | 19,98 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 1 381 169 | 5,02 | 85 660 | 11,63 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 371 478 | −2,12 | 23 190 | 4,71 | ||||
2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 9 000 | −25,00 | 558 | −20,29 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 98 212 | 1,04 | 6 091 | 7,41 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1 616 | −1,40 | 100 | 5,26 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Advantage Trust Co | 1 255 | 0,00 | 78 | 5,48 | ||||
2025-08-12 | 13F | Camden National Bank | 39 608 | −16,03 | 2 456 | −10,76 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 645 | 784 | ||||||
2025-07-07 | 13F | RDA Financial Network | 69 107 | 2,84 | 4 286 | 9,31 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 27 012 | 414,02 | 1 675 | 447,39 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 10 732 | 0,48 | 666 | 6,74 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 46 968 | 18,86 | 2 913 | 26,33 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 100 680 | −1,28 | 6 244 | 4,94 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 2 000 | 0,00 | 124 | 6,90 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 179 588 | −10,69 | 73 | −5,19 | ||||
2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 23 289 | −14,19 | 1 398 | −16,74 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 8 354 | 0,00 | 518 | 6,37 | ||||
2025-08-18 | 13F | Brick & Kyle, Associates | 23 000 | 0 | ||||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5 276 | 16,65 | 308 | 8,48 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 12 723 | 1,00 | 789 | 7,35 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 138 618 | −16,41 | 8 597 | −11,15 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 44 925 | −68,63 | 2 786 | −66,66 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 4 091 | 254 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 572 606 | −1,48 | 35 513 | 4,71 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 30 915 | 0,96 | 1 917 | 7,33 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 718 | 0,08 | 231 | 6,48 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 8 386 471 | −6,11 | 520 129 | −0,20 | ||||
2025-08-11 | 13F | Anb Bank | 358 152 | −1,08 | 22 213 | 5,14 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 105 | 0,00 | 69 | 6,25 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 23 927 | −2,05 | 1 484 | 4,07 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 | 193 057 | −14,58 | 10 987 | −21,47 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 543 | −11,53 | 96 | −5,94 | ||||
2025-07-15 | 13F | Bank Of Stockton | 724 525 | −0,24 | 44 935 | 6,04 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 64 640 | 245,63 | 4 009 | 267,37 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 19 484 | −3,77 | 1 208 | 2,29 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3 869 | 240 | ||||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 375 474 | 0,08 | 23 287 | 6,37 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 85 270 | −84,87 | 5 288 | −83,92 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 52 133 | 24,82 | 3 233 | 32,66 | ||||
2025-08-08 | 13F | Creative Planning | 4 800 760 | −4,04 | 297 743 | 1,99 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 169 050 | 7,31 | 10 484 | 14,07 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 11 493 | −2,50 | 713 | 3,64 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 18 582 | −0,43 | 996 | −17,28 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 10 964 | −0,47 | 680 | 5,76 | ||||
2025-08-22 | 13F | Cim Investment Mangement Inc | 285 596 | −50,82 | 17 713 | −49,43 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5 630 | −9,57 | 349 | −3,86 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 755 | −7,72 | 295 | −2,00 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 3 450 | 0,32 | 214 | 6,50 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 26 442 | −3,03 | 1 640 | 3,02 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 109 490 | 0,09 | 6 791 | 6,38 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 148 758 | −1,76 | 9 226 | 4,41 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 184 526 | −0,81 | 11 444 | 5,44 | ||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 4 372 | 0,00 | 271 | 6,27 | ||||
2025-08-14 | 13F | Comerica Bank | 2 799 778 | −2,19 | 173 642 | 3,96 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 20 907 | −9,37 | 1 297 | −3,71 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 8 960 | 0,00 | 556 | 6,32 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 6 428 | 0,02 | 399 | 6,13 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 362 514 | 1,02 | 21 153 | −5,40 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 289 122 | 144,55 | 17 931 | 159,94 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 422 960 | −27,85 | 26 | −25,71 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 91 250 | −41,00 | 5 659 | −37,28 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 408 777 | 12,64 | 25 352 | 19,73 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 42 187 | −2,49 | 2 616 | 3,65 | ||||
2025-05-13 | 13F | Inspire Trust Co, N.a. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 33 530 | −21,80 | 2 080 | −16,87 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 26 588 226 | 15,36 | 1 649 002 | 22,61 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4 203 | −16,51 | 261 | −11,26 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 87 110 | −0,05 | 5 403 | 6,23 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 700 | 0,00 | 105 | 6,06 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 491 457 | 11,12 | 30 480 | 18,12 | ||||
2025-08-12 | 13F | Mustico Financial Group, Inc. | 3 487 | 219 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 135 927 | 47,90 | 8 430 | 57,22 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 9 250 | 0,00 | 574 | 6,31 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 15 618 | 0,00 | 969 | 6,26 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 15 093 | 0,00 | 936 | 6,36 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 22 543 | −10,02 | 1 398 | −4,31 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 896 | 4,73 | 242 | 11,06 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 496 179 | 461,02 | 30 773 | 496,38 | ||||
2025-07-11 | 13F | Congress Park Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 33 572 | 58,70 | 2 082 | 69,13 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 15 735 | 976 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 32 310 | 0,43 | 2 004 | 6,71 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 8 386 471 | −6,11 | 520 129 | −0,20 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 285 184 | 15,07 | 18 | 21,43 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 96 480 | −4,46 | 5 984 | 1,54 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 23 642 | 6,92 | 1 466 | 13,64 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11 490 | −3,55 | 713 | 2,45 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 8 847 | −1,12 | 549 | 10,26 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 32 054 | −0,98 | 1 988 | 5,30 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 161 470 | 1,18 | 10 014 | 7,55 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 22 036 | 0,21 | 1 367 | 6,47 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 24 302 | −0,28 | 1 507 | 5,98 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1 532 | 0,00 | 95 | 6,74 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 69 289 | −3,55 | 4 297 | 5,71 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 6 642 | 0,18 | 412 | 6,48 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 113 824 | −1,30 | 7 | 16,67 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 12 780 | 0,00 | 793 | 6,31 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 114 256 | −2,16 | 7 086 | 3,99 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 44 968 | 67,68 | 2 789 | 78,26 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 26 665 | 0,00 | 1 556 | 0,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 119 891 228 | 5,09 | 7 435 654 | 11,70 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 29 190 | 9,77 | 1 810 | 16,70 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 665 | 0,00 | 41 | 7,89 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6 430 | −54,03 | 408 | −46,94 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 170 | −46,71 | 11 | −44,44 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 7 229 | 9,96 | 448 | 16,97 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 10 915 | −6,31 | 677 | −0,44 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 17 949 | −23,05 | 1 113 | −18,16 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 222 830 | 104,75 | 13 820 | 117,62 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 337 920 | −0,32 | 20 958 | 5,95 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 213 539 | −1,22 | 13 244 | 4,99 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 441 160 | 3,40 | 27 361 | 9,90 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3 591 | −2,18 | 223 | 3,74 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 6 062 | −20,21 | 376 | −15,35 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 298 923 | 1,66 | 18 539 | 8,06 | ||||
2025-07-10 | 13F | Trust Point Inc. | 29 570 | 9,80 | 1 834 | 16,68 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 34 525 | 1,63 | 2 141 | 8,02 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 51 146 | 3,69 | 3 172 | 10,22 | ||||
2025-08-12 | 13F | Ade, Llc | 6 115 | 0,16 | 379 | 6,46 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 142 641 | 2,63 | 8 847 | 11,85 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 129 038 | 0,12 | 8 003 | 6,41 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 112 243 | 5,70 | 6 961 | 12,35 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5 402 | −8,86 | 339 | 6,94 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 20 628 | −0,24 | 1 279 | 6,05 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 37 239 | −0,57 | 2 310 | 5,68 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 43 135 | 7,31 | 2 675 | 14,07 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 980 | 0,00 | 123 | 6,09 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 40 140 | −5,98 | 2 489 | −0,08 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 53 770 | 3 335 | ||||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 347 335 | −16,15 | 21 542 | −10,88 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 294 | 18 | ||||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | FF Advisors,LLC | 17 419 | 0,00 | 1 080 | 6,51 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 20 702 | −14,04 | 1 284 | −8,68 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 24 609 | −3,95 | 1 526 | 2,14 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 10 596 | −1,63 | 657 | 4,62 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 9 295 | 2,01 | 576 | 8,47 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 4 671 | −83,26 | 299 | −81,70 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 62 827 | 3 897 | ||||||
2025-08-13 | 13F | Truvestments Capital Llc | 572 | −35,73 | 35 | −31,37 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Nemes Rush Group LLC | 10 681 | −28,73 | 662 | −24,26 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 3 718 | −11,37 | 231 | −5,74 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 4 925 | −0,10 | 305 | 6,27 | ||||
2025-05-13 | 13F | Terril Brothers, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 2 083 | −21,84 | 129 | −16,77 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 398 788 | 0,17 | 24 733 | 6,47 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 14 255 | 140,59 | 884 | 156,23 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 5 783 | 0,00 | 359 | 6,23 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 5 835 | −16,31 | 362 | −11,08 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 57 | 0,00 | 4 | 0,00 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 203 844 | −5,39 | 12 642 | 0,56 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 13 103 | −0,30 | 813 | 6,01 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 16 638 | 0,08 | 1 032 | 6,29 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 88 859 | −7,32 | 5 511 | −1,48 | ||||
2025-08-04 | 13F | Atria Investments Llc | 149 680 | 2,83 | 9 283 | 9,30 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 30 598 | −0,41 | 1 942 | 10,35 | ||||
2025-08-12 | 13F | Sandhill Capital Partners LLC | 8 250 | −6,42 | 512 | −0,58 | ||||
2025-07-11 | 13F | Diversified Trust Co | 627 554 | 13,48 | 38 921 | 20,62 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 116 408 | −0,21 | 7 220 | 6,05 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 252 992 | 6,07 | 15 691 | 12,74 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 209 360 | −0,62 | 12 985 | 5,64 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 43 640 | 0,00 | 2 707 | 6,28 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 28 709 | −8,28 | 1 781 | −2,52 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 3 900 | 0,00 | 242 | 6,17 | ||||
2025-08-14 | 13F | Family Management Corp | 5 004 | 8,15 | 310 | 15,24 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 4 428 | 275 | ||||||
2025-07-07 | 13F | Investors Research Corp | 405 | 0,00 | 25 | 8,70 | ||||
2025-07-21 | 13F | Capital Planning LLC | 7 067 | 0,00 | 438 | 6,31 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 13 954 | −1,29 | 865 | 4,98 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 14 635 | 0,00 | 908 | 6,33 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 218 366 | 0,68 | 13 543 | 7,03 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 293 843 | −11,01 | 18 224 | −5,41 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 8 999 | 64,37 | 1 | |||||
2025-07-21 | 13F | Mechanics Financial Corp | 238 335 | 0,05 | 14 782 | 6,35 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 21 544 | 0,81 | 1 373 | 12,55 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 234 310 | −1,84 | 14 532 | 4,30 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2 482 907 | 1,27 | 144 878 | −5,17 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 175 391 | −0,07 | 10 878 | 6,22 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 349 143 | −1,09 | 21 654 | 5,13 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 8 863 | 0,00 | 550 | −0,54 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 134 838 | 0,00 | 8 363 | 6,29 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 75 817 | −7,91 | 4 702 | −2,10 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 112 254 | −1,18 | 6 962 | 5,04 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 233 | −13,38 | 14 | −6,67 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Romano Brothers And Company | 9 967 | −1,79 | 618 | 4,39 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 217 558 | −2,94 | 13 493 | 3,17 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 4 247 | 0,00 | 263 | 6,48 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 21 441 | −2,04 | 1 330 | 4,07 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 100 888 | 0,96 | 6 257 | 7,32 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 121 694 | 3,53 | 7 547 | 10,05 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 6 157 | −10,99 | 382 | −5,46 | ||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 18 424 | −2,24 | 1 143 | 3,91 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8 545 | −1,61 | 530 | 4,55 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 5 350 | 0,00 | 332 | 6,09 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 6 726 | −1,02 | 417 | 5,30 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 39 038 | −1,84 | 2 421 | 4,35 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 158 983 | 7,62 | 9 860 | 14,40 | ||||
2025-07-17 | 13F | Greenleaf Trust | 2 277 767 | 0,22 | 141 267 | 6,52 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 4 333 | 0,00 | 269 | 6,35 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 121 650 | 8,29 | 7 545 | 15,09 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 71 992 | 4 465 | ||||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Tepp RIA, LLC | 23 442 | −26,41 | 1 454 | −21,80 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 32 840 | 17,05 | 2 037 | 24,37 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 360 | 0,00 | 22 | 4,76 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 1 253 707 | 0,87 | 77 755 | 7,21 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 83 922 | 49,28 | 5 205 | 58,66 | ||||
2025-08-05 | 13F | LTG Capital LLC | 217 314 | 0,21 | 13 478 | 6,51 | ||||
2025-08-12 | 13F | Drexel Morgan & Co. | 7 755 | 0,00 | 481 | 6,19 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 66 | 0,00 | 4 | 33,33 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 49 154 | 1,77 | 3 049 | 8,16 | ||||
2025-07-29 | 13F | Regions Financial Corp | 9 107 538 | 25,57 | 564 850 | 33,47 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 5 511 | 342 | ||||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19 058 | 0,04 | 1 182 | 6,39 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 32 033 | 6,59 | 1 987 | 13,29 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 63 829 | 0,00 | 3 724 | −6,36 | ||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 822 862 | 51 034 | ||||||
2025-08-18 | 13F | Old North State Trust, LLC | 8 171 | −85,96 | 1 | −100,00 | ||||
2025-08-13 | 13F | Invesco Ltd. | 14 018 | −4,52 | 869 | 1,52 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 63 203 | −0,32 | 3 920 | 5,95 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 12 466 | 29,83 | 773 | 38,04 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 124 390 | 7,65 | 7 715 | 14,42 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 9 045 | 0,00 | 561 | 6,26 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 11 926 | −1,53 | 740 | 4,67 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 126 025 | 0,01 | 7 816 | 6,30 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 101 899 | −12,68 | 6 320 | −7,20 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 16 257 | −4,27 | 1 | |||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 253 595 | 1,57 | 15 728 | 7,96 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 135 504 | −2,47 | 8 404 | 3,68 | ||||
2025-08-05 | 13F | State Of Michigan Retirement System | 1 351 510 | −0,75 | 83 821 | 5,49 | ||||
2025-08-06 | 13F | Eukles Asset Management | 2 685 | 1,09 | 167 | 7,79 | ||||
2025-07-16 | 13F | Kooman & Associates | 14 953 | 1,96 | 927 | 8,42 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 273 701 | 1,77 | 16 975 | 8,17 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 133 639 | 2,27 | 8 288 | 8,71 | ||||
2025-07-15 | 13F | Graypoint LLC | 654 440 | −3,88 | 40 588 | 2,16 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 74 499 | 6,11 | 5 | 0,00 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 9 063 | 0,00 | 569 | 7,77 | ||||
2025-07-09 | 13F | Berkshire Bank | 30 830 | 0,00 | 1 912 | 6,34 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3 273 | 203 | ||||||
2025-07-28 | 13F | IFG Advisors, LLC | 239 078 | 22,34 | 14 828 | 30,04 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 7 433 | 15,12 | 461 | 22,34 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5 613 | −1,25 | 348 | 5,14 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 585 289 | 13,81 | 36 300 | 20,96 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 659 073 | −0,50 | 40 876 | 5,76 | ||||
2025-08-11 | 13F | Strategic Equity Management | 7 353 | −93,85 | 456 | −93,46 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 149 329 | 5,34 | 9 261 | 14,46 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 172 288 | 2,33 | 10 685 | 8,76 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 15 426 | 10,53 | 957 | 17,44 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 248 815 | 2,76 | 15 431 | 9,22 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 333 349 | 859,44 | 20 674 | 919,93 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 7 275 | 0,00 | 451 | 6,37 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 623 793 | 8,11 | 39 | 15,15 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 70 045 | −12,41 | 4 344 | −6,88 | ||||
2025-08-14 | 13F | Aristotle Capital Boston, LLC | 506 | −79,81 | 31 | −78,77 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 14 020 | −15,26 | 870 | −9,95 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 1 293 895 | 0,18 | 4 369 | 7,99 | ||||
2025-08-05 | 13F | Key FInancial Inc | 10 088 | −5,92 | 626 | 0,00 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 67 202 | −5,73 | 4 168 | 0,19 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 23 356 | −4,21 | 1 449 | 1,83 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 4 388 | −3,24 | 272 | 3,03 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 17 656 | 33,62 | 1 095 | 42,02 | ||||
2025-07-10 | 13F | Envision Financial LLC | 6 122 | 0,02 | 380 | 6,16 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 234 265 | 3,56 | 14 529 | 10,08 | ||||
2025-04-30 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 318 534 | −6,94 | 18 586 | −12,85 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 803 | 3,48 | 50 | 2,08 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 635 | 0,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 790 118 | −0,43 | 49 003 | 5,84 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 9 227 | 0,32 | 572 | 6,72 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 21 684 | 40,08 | 1 345 | 39,42 | ||||
2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 104 225 | 3,98 | 5 931 | −8,47 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 35 693 | −4,48 | 2 214 | 1,51 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 144 189 | 6,97 | 8 943 | 13,71 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 11 066 | −0,01 | 686 | 6,36 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 87 859 | −6,94 | 5 449 | −1,07 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 4 551 | 5,79 | 282 | 12,35 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 5 270 | −4,53 | 327 | 1,24 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 57 993 | 1,90 | 3 596 | 8,28 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 26 291 | 13,72 | 1 631 | 20,83 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 13 868 | 8,69 | 860 | 15,59 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 24 298 | −7,80 | 1 507 | −2,02 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 2 617 211 | −58,12 | 162 446 | −55,45 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 47 298 | −1,53 | 2 933 | 4,68 | ||||
2025-07-16 | 13F | Randolph Co Inc | 424 919 | 0,38 | 26 353 | 6,70 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 8 975 | 0,00 | 557 | 6,31 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 14 155 | 0,64 | 878 | 6,95 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 620 416 | −9,75 | 38 478 | −4,07 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 14 204 | 0,02 | 881 | 6,28 | ||||
2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 17 333 | −66,39 | 1 041 | −67,41 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2 035 | 0,00 | 126 | 5,88 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 98 927 | −2,64 | 6 135 | 3,49 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 16 030 | −0,56 | 994 | 5,74 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 9 844 405 | 14,99 | 610 012 | 22,13 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 67 147 | 9,99 | 4 164 | 16,90 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 67 400 | 2,17 | 4 180 | 8,60 | ||||
2025-08-08 | 13F | Trustco Bank Corp N Y | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 150 594 | 0,02 | 9 340 | 6,31 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 1 058 | 0,00 | 0 | |||||
2025-05-06 | 13F | Wilkins Investment Counsel Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 146 334 | 1,77 | 9 076 | 8,16 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 49 630 | 0,00 | 3 078 | 6,32 | ||||
2025-07-02 | 13F | InvesTrust | 87 693 | −3,92 | 5 439 | 2,12 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 8 128 | −5,94 | 504 | 0,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 892 344 | 10,63 | 117 363 | 17,58 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 142 231 | 4,01 | 8 821 | 10,55 | ||||
2025-08-18 | 13F | Finward Bancorp | 29 300 | −0,15 | 1 817 | 6,13 | ||||
2025-08-13 | 13F | M&t Bank Corp | 1 573 707 | −1,93 | 97 602 | 4,24 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 13 853 | −2,03 | 879 | 21,44 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 21 886 | 18,17 | 1 357 | 25,65 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 6 917 | 0,00 | 429 | 6,20 | ||||
2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 31 090 | −89,01 | 1 928 | −88,32 | ||||
2025-07-11 | 13F | Bell Bank | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 534 | −5,48 | 2 886 | 0,49 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 2 385 | 0,00 | 148 | 5,76 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 84 852 | 1,45 | 5 263 | 7,83 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6 135 | −7,67 | 358 | −13,77 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 11 879 | 0,96 | 737 | 7,29 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 5 655 | 0,19 | 351 | 6,38 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 77 647 | 1,29 | 4 816 | 7,65 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 11 943 | 2,36 | 741 | 8,82 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 13 700 | 0,09 | 850 | 6,39 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 605 | 0,00 | 348 | 6,12 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 56 083 | −2,12 | 3 478 | 4,04 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 4 585 | −1,52 | 284 | 4,80 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 55 789 | 67,62 | 3 255 | 57,02 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 387 518 | 4,62 | 24 720 | 27,61 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 178 | 0,00 | 11 | 10,00 | ||||
2025-07-23 | 13F | Ohio National Investments, Inc. | 2 140 000 | −23,08 | 132 723 | −18,24 | ||||
2025-08-12 | 13F | Rock Creek Group, LP | 1 408 | 874 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 1 861 265 | −1,82 | 115 436 | 4,36 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 162 | −15,18 | 10 | −9,09 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 128 189 | −4,65 | 7 950 | 1,35 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13 041 | −70,06 | 809 | −68,36 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 22 011 | −5,62 | 1 387 | 1,99 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 1 323 658 | 0,20 | 82 093 | 6,50 | ||||
2025-08-14 | 13F | Hara Capital LLC | 2 050 | 0,00 | 127 | 6,72 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 365 394 | 1,60 | 22 662 | 7,99 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 202 831 | −5,45 | 12 580 | 0,50 | ||||
2025-08-13 | 13F | Alerus Financial Na | 12 361 | 0,09 | 767 | 6,39 | ||||
2025-08-12 | 13F | Cowa, Llc | 16 014 | −0,97 | 994 | 5,30 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 393 414 | −2,07 | 24 604 | 4,97 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 2 388 327 | 2,50 | 148 483 | 9,21 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39 174 | −4,80 | 2 | 0,00 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 566 203 | −46,18 | 35 116 | −42,79 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 22 176 | −2,45 | 1 375 | 3,70 | ||||
2025-08-12 | 13F | MAI Capital Management | 5 293 658 | 8,42 | 328 313 | 15,24 | ||||
2025-08-08 | 13F | First Western Trust Bank | 208 745 | 16,07 | 12 946 | 23,38 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 71 088 | −14,28 | 4 409 | −8,91 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 4 621 | −24,89 | 287 | −20,11 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 25 015 | −4,45 | 1 551 | 1,57 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 259 762 | −0,26 | 16 110 | 6,01 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 14 904 | −19,49 | 924 | −14,44 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 2 649 | 1,30 | 164 | 7,89 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 10 593 | −12,52 | 657 | −7,08 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 6 744 | 70,39 | 433 | 92,00 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 3 255 | 202 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 8 307 | −42,59 | 1 | |||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 3 610 | 0,00 | 224 | 6,19 | ||||
2025-07-18 | 13F | Cooper Financial Group | 25 029 | −14,73 | 1 552 | −9,35 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 2 463 | 0,00 | 153 | 6,29 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 819 | 49 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 332 807 | 12,07 | 20 641 | 19,11 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 6 744 | −0,22 | 418 | 6,09 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 109 445 | 12,86 | 6 788 | 13,12 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 13 479 | −10,07 | 851 | −2,63 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 79 297 | 15,88 | 4 918 | 23,20 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 27 833 | 0,52 | 1 624 | −9,27 | ||||
2025-05-15 | 13F | Select Equity Group, L.P. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 9 435 | 30,52 | 585 | 38,95 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 7 824 | −1,60 | 485 | 4,75 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 30 370 | −1,42 | 1 884 | 4,79 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 636 | −2,10 | 550 | 13,64 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 7 131 | −19,54 | 442 | −14,51 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 3 791 | −2,57 | 235 | 3,52 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 20 345 | 8,20 | 1 262 | 14,95 | ||||
2025-08-14 | 13F | Xponance, Inc. | 5 037 | −40,51 | 312 | −36,84 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 4 500 | −88,77 | 279 | −88,07 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 17 739 | −18,00 | 1 100 | −12,84 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 9 979 | 1,51 | 619 | 7,85 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 397 | −1,18 | 5 730 | 5,04 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 34 059 | −3,88 | 2 112 | 2,18 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 35 323 | −35,60 | 2 191 | −28,17 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 3 432 | 0,00 | 213 | 6,00 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 3 185 | 0,00 | 198 | 6,49 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 12 259 | 5,96 | 760 | 12,59 | ||||
2025-08-14 | 13F/A | Barclays Plc | 539 777 | 2,28 | 33 | 10,00 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 19 608 | −5,58 | 1 216 | 0,41 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 7 121 | −33,68 | 442 | −29,55 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 184 282 | 2,82 | 11 429 | 9,28 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 124 426 | −27,88 | 7 717 | −23,35 | ||||
2025-07-17 | 13F | KWB Wealth | 23 906 | −2,17 | 1 395 | −8,41 | ||||
2025-07-16 | 13F | ORG Partners LLC | 29 556 | −10,26 | 1 855 | −3,69 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 196 221 | 27,39 | 12 170 | 35,41 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 42 260 | 7,84 | 2 621 | 14,61 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 181 528 | 7,38 | 11 258 | 14,13 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 29 367 | −27,82 | 1 821 | −23,29 | ||||
2025-07-15 | 13F | Well Done, LLC | 43 458 | 21,37 | 2 695 | 20,80 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 9 185 | 0,00 | 570 | 6,36 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 448 | 6,42 | 201 | 0,00 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 217 207 | 9,37 | 13 471 | 16,26 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 14 799 | 12,22 | 918 | 19,25 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 53 674 | −1,67 | 3 | 0,00 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 756 141 | 10,28 | 46 896 | 17,21 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 1 496 | 0,00 | 88 | −3,33 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 118 062 | 3,22 | 7 322 | 9,73 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 9 830 | 0,00 | 610 | 6,28 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 4 755 | 0,00 | 295 | 6,14 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 258 226 | −65,77 | 16 015 | −63,61 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5 890 | 0,00 | 365 | 6,41 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 130 726 | 4,39 | 8 289 | 19,90 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 1 033 266 | 0,00 | 64 393 | 0,00 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 820 549 | 6,11 | 50 890 | 12,78 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 56 698 | −1,85 | 3 516 | 4,33 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 7 800 | 96,18 | 484 | 108,19 | ||||
2025-08-14 | 13F | Sentinus, LLC | 26 146 | −0,74 | 1 622 | 5,53 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 120 496 | −33,15 | 7 473 | −28,94 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 3 704 | 0,00 | 230 | 6,02 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 12 435 | −3,54 | 771 | 2,53 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 15 252 | 946 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 23 199 | 30,89 | 1 | 0,00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 29 702 | 17,54 | 1 842 | 24,97 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 169 759 | −11,10 | 10 528 | −5,51 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 4 082 | 1,80 | 261 | 12,02 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 14 268 | 1,03 | 885 | 7,28 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 72 825 | 0,00 | 4 517 | 6,28 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 234 382 | 5,83 | 14 536 | 12,49 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 4 461 | −34,55 | 277 | −30,48 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 76 295 | −54,14 | 4 732 | −49,93 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ballew Advisors, Inc | 43 053 | 4,90 | 2 746 | 23,08 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 3 680 | 0,00 | 228 | 6,54 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 8 908 | 0,00 | 552 | 6,36 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 302 236 | −7,99 | 18 745 | −2,20 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 5 587 | 8,55 | 347 | 15,72 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 147 747 | −1,07 | 9 163 | 5,16 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 890 | 2,88 | 365 | 9,28 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 14 821 322 | −4,26 | 919 218 | 1,77 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 824 | 12,78 | 547 | 19,96 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 13 014 | −4,73 | 807 | 1,25 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 14 963 | −7,78 | 928 | −1,90 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 86 379 | −4,43 | 5 357 | 1,59 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3 971 | −28,84 | 246 | −82,31 | ||||
2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 | 78 000 | −12,85 | 4 838 | −7,37 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Collier Financial | 2 256 | 76,66 | 132 | 65,82 | ||||
2025-08-14 | 13F | Graney & King, LLC | 1 020 | 1,19 | 63 | 8,62 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 7 044 601 | 0,74 | 434 440 | 6,47 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 435 | 0,00 | 27 | 4,00 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 6 095 | 0,86 | 378 | 7,10 | ||||
2025-07-08 | 13F | Little House Capital Llc | 198 364 | 1,31 | 12 303 | 7,69 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 6 137 | −6,25 | 381 | −0,26 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 467 090 | −0,30 | 28 969 | 5,97 | ||||
2025-07-31 | 13F | City State Bank | 8 555 | −0,29 | 531 | 6,00 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 3 453 | 214 | ||||||
2025-07-09 | 13F | GSG Advisors LLC | 4 185 | 0,31 | 260 | 11,16 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 18 293 | 8,56 | 1 135 | 15,36 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 529 806 | −2,17 | 32 859 | 3,98 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 4 740 | −1,37 | 294 | 4,64 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 148 566 | 7,39 | 9 214 | 14,15 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 58 709 | 3 641 | ||||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 32 250 | 0,00 | 2 000 | 6,33 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 26 815 | 1,19 | 1 663 | 7,57 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 4 317 | 4,48 | 268 | 10,79 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 1 130 | 0,00 | 0 | |||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 83 418 | −9,87 | 5 174 | −4,20 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 10 521 | −18,11 | 653 | −12,95 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 629 522 | 3,82 | 39 043 | 10,35 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 227 122 | −1,33 | 14 086 | 4,88 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 15 115 | −8,65 | 937 | −2,90 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 179 914 | −7,63 | 11 158 | −1,82 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 361 | 0,00 | 84 | 6,33 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 237 252 | 2,61 | 14 714 | 9,07 | ||||
2025-08-11 | 13F | Pollock Investment Advisors, LLC | 6 175 | 0,00 | 383 | 6,11 | ||||
2025-05-14 | 13F | Spears Abacus Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Secure Asset Management, LLC | 26 063 | 356,84 | 1 616 | 386,75 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 691 | 2,85 | 291 | 9,02 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 480 098 | 153 816 | ||||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 38 889 | −0,17 | 2 412 | 6,07 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 19 889 | 4,73 | 1 234 | 11,28 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 120 743 | −0,24 | 7 488 | 6,03 | ||||
2025-08-05 | 13F | K.J. Harrison & Partners Inc | 28 000 | 12,45 | 1 737 | 19,56 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 502 767 | −27,76 | 31 182 | −25,36 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 18 608 | 20,13 | 1 154 | 27,80 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 873 652 | 0,85 | 54 184 | 7,20 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3 925 | 0,00 | 243 | 6,11 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 15 654 | 4,49 | 971 | 10,98 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 16 103 | −0,98 | 999 | 5,27 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 16 207 | −17,48 | 1 005 | −12,30 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 190 832 | 0,38 | 11 835 | 6,69 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 484 786 | −5,77 | 30 066 | 0,16 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 627 190 | 0,14 | 38 898 | 6,44 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127 612 | −2,24 | 7 915 | 3,91 | ||||
2025-08-13 | 13F | F/M Investments LLC | 7 025 | −41,14 | 436 | −37,50 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 940 102 | −4,69 | 58 305 | 1,31 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Wealth Group Ltd | 43 932 | −6,06 | 2 725 | −0,15 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 141 859 | 0,76 | 8 860 | 7,03 | ||||
2025-08-06 | 13F | Prodigy Asset Management LLC | 6 420 | 0,00 | 398 | 6,42 | ||||
2025-05-07 | 13F | Seneschal Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Wealthquest Corp | 763 065 | 4,81 | 47 325 | 11,40 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 24 028 | 3,58 | 1 490 | 10,13 | ||||
2025-08-11 | 13F | Factorial Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 65 183 | 75,93 | 4 043 | 87,04 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 3 340 | 207 | ||||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 548 316 | 4,88 | 34 006 | 11,48 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 5 | 0,00 | 0 | |||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 35 646 | −0,58 | 2 211 | 5,64 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 377 | 8,28 | 1 264 | 15,12 | ||||
2025-08-11 | 13F | Covestor Ltd | 381 | 220,17 | 0 | |||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 667 558 | −23,35 | 41 402 | −18,53 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 139 139 | 24,30 | 8 629 | 32,12 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 814 600 | −14,52 | 50 522 | −9,15 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 4 150 | 0,31 | 257 | 6,64 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 136 934 | −0,24 | 8 493 | 6,03 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 606 403 | −1,30 | 37 609 | 4,91 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 41 362 | −0,75 | 2 565 | 5,51 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 152 | 0,00 | 9 | 12,50 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 35 478 | −0,28 | 2 200 | 5,97 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 70 937 | 1,30 | 4 | 0,00 | ||||
2025-07-16 | 13F | Augustine Asset Management Inc | 8 010 | 0,00 | 497 | 6,21 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 5 155 | 6,55 | 320 | 13,12 | ||||
2025-08-13 | 13F | JT Stratford LLC | 7 013 | 2,71 | 435 | 9,05 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 3 275 | −21,84 | 203 | −16,80 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4 300 | 0,00 | 267 | 6,40 | ||||
2025-05-14 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 35 797 | 8,14 | 2 089 | 1,26 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 132 963 | 19,11 | 8 246 | 26,61 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 5 913 | −13,82 | 367 | −8,50 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 76 084 | −1,67 | 4 719 | 4,50 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 4 535 | −14,84 | 265 | −20,24 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 5 448 | 338 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 312 | −22,39 | 19 | −17,39 | ||||
2025-08-14 | 13F | STAR Financial Bank | 76 861 | −9,19 | 4 767 | −3,48 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 9 774 | 0,04 | 606 | 6,32 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 552 556 | 0,59 | 34 270 | 6,92 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 2 135 947 | −4,67 | 132 471 | 1,33 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 740 | 415,86 | 232 | 450,00 | ||||
2025-07-29 | 13F | TFC Financial Management | 5 036 | −14,56 | 312 | −9,04 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 222 819 | −1,57 | 13 819 | 4,62 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 5 065 | −25,68 | 314 | −20,91 | ||||
2025-07-08 | 13F | Lpwm Llc | 14 279 | 33,71 | 886 | 42,05 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 12 642 | −3,77 | 784 | 2,35 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 23 058 | 858,75 | 1 430 | 921,43 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 5 899 | 1,83 | 366 | 7,99 | ||||
2025-08-08 | 13F | Bailard, Inc. | 461 726 | 6,23 | 28 636 | 12,92 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 290 823 | 10,74 | 18 365 | 19,85 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 42 212 | −3,66 | 2 618 | 2,39 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 207 705 | −26,68 | 74 902 | −22,07 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 8 796 | 0,08 | 546 | 6,45 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 3 955 | 0,00 | 245 | 6,52 | ||||
2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 4 764 | 0,00 | 295 | 6,50 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 111 090 | 13,39 | 6 890 | 12,86 | ||||
2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | United Bank | 75 964 | 3,35 | 4 711 | 9,86 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 29 149 | −1,12 | 1 808 | 5,06 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9 220 | −3,68 | 572 | 2,33 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 359 171 | −0,11 | 22 276 | 6,17 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 3 057 | 0,00 | 190 | 6,18 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 94 282 | −0,51 | 5 847 | 5,77 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 230 | −27,44 | 14 | −22,22 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 314 947 | 5,81 | 19 533 | 12,47 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 88 139 | 0,31 | 5 466 | 6,63 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 17 040 | 1 | ||||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 18 053 | 2,27 | 1 120 | 8,64 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 22 196 | −1,91 | 1 377 | 4,24 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 25 581 794 | 3,22 | 1 586 583 | 9,71 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 8 703 | 14,30 | 540 | 21,40 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 334 802 | 7,17 | 21 | 11,11 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13 294 | −0,53 | 825 | 5,78 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 4 881 | −35,20 | 303 | −31,21 | ||||
2025-08-13 | 13F | American Money Management, LLC | 10 244 | 0,13 | 635 | 6,54 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Acorns Advisers, LLC | 12 540 574 | 12,13 | 778 | 19,17 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) | 17 673 | 36,68 | 1 096 | 45,36 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 168 794 | −2,32 | 10 469 | 3,83 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 82 449 | 2,75 | 5 113 | 9,21 | ||||
2025-08-14 | 13F | Dagco, Inc. | 10 487 | 0,02 | 650 | 6,38 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 468 694 | −3,31 | 29 068 | 2,77 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 6 645 | −1,12 | 412 | 5,10 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 282 928 | 9,06 | 17 547 | 15,92 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 59 835 | −3,64 | 3 711 | 2,40 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 10 805 | −21,59 | 670 | −16,67 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 46 520 | 9 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 310 129 | 0,00 | 19 473 | 7,04 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 398 900 | 1,55 | 24 740 | 7,94 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 1 168 387 | 3,04 | 72 463 | 9,52 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 8 115 | 0,28 | 503 | 6,57 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 14 228 | 24,03 | 882 | 31,84 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 785 | −0,07 | 669 | 6,20 | ||||
2025-07-09 | 13F | Epiq Partners, Llc | 3 575 | 0,00 | 222 | 6,25 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 4 478 | −11,50 | 261 | −17,46 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 32 880 | 19,46 | 2 039 | 26,96 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 141 835 | 2,47 | 8 797 | 8,92 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 499 581 | −0,81 | 30 984 | 5,43 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 29 690 | 0,00 | 1 841 | 6,29 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 26 082 | 8,65 | 1 618 | 15,50 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 3 760 | 0,00 | 233 | 6,39 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 8 950 | 0,00 | 555 | 6,32 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 57 978 | −9,27 | 3 596 | −3,57 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10 411 | 7,25 | 660 | 15,38 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 062 | −0,69 | 314 | 5,39 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 826 582 | 1,51 | 51 265 | 7,90 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 32 374 | 1,07 | 2 053 | 15,34 | ||||
2025-07-11 | 13F | Thomasville National Bank | 16 726 | 34,42 | 1 037 | 42,84 | ||||
2025-08-12 | 13F | Beaton Management Co. Inc. | 4 530 | 0,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 485 256 | 56,67 | 30 096 | 66,53 | ||||
2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 31 574 | −60,37 | 1 896 | −61,55 | ||||
2025-08-14 | 13F | FIL Ltd | 932 456 | −63,32 | 57 831 | −61,01 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 6 030 | −22,11 | 374 | −17,29 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 5 541 | −2,03 | 344 | 3,94 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 221 937 | 4,28 | 13 765 | 10,83 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 24 487 | 0,51 | 1 519 | 6,83 | ||||
2025-08-12 | 13F | Argent Trust Co | 359 658 | −0,48 | 22 306 | 5,78 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 146 334 | 9 076 | ||||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 68 804 | −42,82 | 4 267 | −39,23 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 9 346 | −18,72 | 580 | −13,58 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 262 | 16 | ||||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 057 875 | 3,10 | 127 629 | 9,58 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 5 436 | 0,00 | 337 | 6,31 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 6 218 | 70,82 | 386 | 81,60 | ||||
2025-07-30 | 13F | Sentry LLC | 4 575 | 0,00 | 284 | 6,39 | ||||
2025-07-31 | 13F | New Hampshire Trust | 135 004 | −0,94 | 8 373 | 5,29 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 420 | 0,00 | 26 | 8,33 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6 365 | −0,90 | 395 | 5,35 | ||||
2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 10 429 | −21,52 | 647 | −16,65 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 537 | 0,40 | 281 | 6,84 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 199 542 | 0,49 | 12 376 | 6,81 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 202 746 | −1,53 | 12 574 | 4,67 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 695 | −94,55 | 43 | −94,21 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 574 000 | −1,13 | 97 619 | 5,09 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 708 892 | 11,06 | 43 966 | 18,05 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 6 279 | −8,52 | 389 | −2,75 | ||||
2025-07-28 | 13F | Ckw Financial Group | 856 853 | 0,80 | 54 | 8,16 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 257 478 | −2,64 | 15 969 | 3,48 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 135 538 | −7,15 | 8 406 | −1,30 | ||||
2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | −100,00 | 1 | |||||
2025-07-22 | 13F | Iowa State Bank | 374 598 | −0,47 | 23 233 | 5,79 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 3 274 | 203 | ||||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 121 072 | 122,35 | 7 509 | 136,32 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 180 | 0,00 | 11 | 10,00 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 131 979 | 0,70 | 8 185 | 7,04 | ||||
2025-07-07 | 13F | Trust Co | 1 790 | −18,64 | 111 | −13,28 | ||||
2025-08-06 | 13F | Simmons Bank | 279 215 | −3,25 | 17 317 | 2,84 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 16 521 | −0,94 | 1 025 | 5,24 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 26 216 | 18,23 | 1 626 | 25,68 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4 905 | 0,00 | 304 | 6,29 | ||||
2025-08-14 | 13F | Clg Llc | 13 304 | −29,95 | 825 | −25,54 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 7 533 | −13,18 | 467 | −7,71 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 8 369 | 3,69 | 526 | 14,35 | ||||
2025-05-05 | 13F | Arcadia Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 331 | 83 | ||||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 105 | 7 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 175 680 | 5,08 | 10 987 | 12,63 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 85 207 | 3,79 | 5 452 | 22,16 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 168 312 | 1,02 | 10 439 | 7,38 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-01 | 13F | Gwn Securities Inc. | 14 335 | −81,70 | 892 | −80,89 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 30 000 | −9,09 | 1 861 | −3,38 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | BSW Wealth Partners | 76 898 | −3,72 | 4 769 | 2,34 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 8 458 | 4,55 | 525 | 11,02 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 4 976 | 37,76 | 309 | 46,67 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4 421 | 274 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 109 469 | −2,37 | 192 849 | 3,77 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 24 192 | 1 500 | ||||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 9 830 | 62,88 | 610 | 73,01 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 17 360 | 1,37 | 1 077 | 7,71 | ||||
2025-08-07 | 13F | Allworth Financial LP | 600 038 | −0,21 | 37 214 | 8,87 | ||||
2025-08-14 | 13F | First Manhattan Co | 19 913 | 92,45 | 1 235 | 104,81 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 193 277 | −2,15 | 11 987 | 4,01 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34 507 | −0,13 | 2 140 | 6,15 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 343 568 | 21 308 | ||||||
2025-08-12 | 13F | Choate Investment Advisors | 185 187 | 3,83 | 11 485 | 10,36 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 12 788 | 0,07 | 793 | 6,44 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 43 106 | 2 673 | ||||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 17 625 | 0,00 | 1 093 | 6,32 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 92 228 | −1,95 | 5 720 | 4,21 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2 609 | −32,22 | 162 | −28,12 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 15 179 | 0,00 | 941 | 6,33 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 5 764 | 1,03 | 357 | 7,53 | ||||
2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 163 100 | 18,53 | 10 115 | 26,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 716 177 | −28,93 | 44 | −24,14 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 29 545 | 3,43 | 1 832 | 9,96 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 8 827 | 18,23 | 547 | 25,75 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 32 937 | 1,17 | 2 043 | 7,53 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 14 549 | 1,83 | 902 | 8,28 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 3 448 | 0,29 | 214 | 6,50 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 314 681 | −26,54 | 19 834 | −20,64 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 316 694 | 2,55 | 19 641 | 9,00 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 200 | 0,00 | 12 | 9,09 | ||||
2025-08-12 | 13F | Farmers National Bank | 9 693 | −0,51 | 601 | 5,81 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 5 101 | 316 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40 250 | 8,53 | 2 496 | 15,66 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 10 948 | 75,62 | 679 | 86,78 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 138 034 | 820,23 | 9 | |||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 39 840 | −7,59 | 2 471 | −1,79 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 6 860 | 0,00 | 425 | 6,25 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 11 155 | −22,80 | 692 | −18,03 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 42 700 | 33,02 | 2 648 | 41,38 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 12 748 | −1,59 | 791 | 4,64 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 65 975 | −3,51 | 4 092 | 2,56 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 149 438 | 3,09 | 9 437 | 10,97 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 617 | 38 | ||||||
2025-08-05 | 13F | Hi-Line Capital Management, LLC | 108 834 | 17,21 | 6 750 | 24,59 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 299 143 | 0,74 | 18 553 | 7,08 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 6 573 | 0,00 | 408 | 6,27 | ||||
2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 679 166 | −50,54 | 42 122 | −47,43 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 662 339 | −9,60 | 41 078 | −3,91 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 58 665 | −1,83 | 3 638 | 4,36 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 3 634 | −21,56 | 225 | −16,67 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 322 976 | 6,02 | 20 031 | 12,69 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 4 955 | 0,00 | 289 | −6,17 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 574 | −24,36 | 98 | −19,83 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 141 | 464,00 | 9 | 700,00 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 2 420 | 0,00 | 150 | 6,38 | ||||
2025-07-16 | 13F | Old Port Advisors | 16 090 | 4,41 | 998 | 10,90 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Rhumbline Advisers | 113 715 | −49,96 | 7 053 | −46,82 | ||||
2025-08-11 | 13F | Eq Llc | 9 850 | 0,00 | 611 | 6,27 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 1 658 | 0,00 | 103 | 6,25 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 24 875 | −9,05 | 1 413 | −17,14 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 25 886 | −45,96 | 1 605 | −42,58 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 23 854 | 4,84 | 1 479 | 11,45 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 9 041 121 | −0,85 | 560 731 | 5,39 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 131 563 | −5,19 | 8 160 | 0,77 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 17 649 | −0,09 | 1 095 | 6,21 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 3 900 | 0,26 | 242 | 6,17 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 8 028 | 71,36 | 498 | 82,05 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 145 779 | −3,96 | 9 041 | 2,08 | ||||
2025-08-12 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 65 945 | 3,94 | 4 090 | 10,45 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 264 304 | −60,81 | 16 601 | −57,82 | ||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 8 267 | −0,96 | 513 | 5,13 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 41 669 | −6,15 | 2 584 | −0,23 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 13 683 | 12,22 | 849 | 19,27 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 3 442 | −10,29 | 213 | −4,48 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 2 000 | 124 | |||||
2025-07-17 | 13F | Olympus Wealth Management, Llc | 215 861 | 25,02 | 13 388 | 32,87 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 67 880 608 | −2,27 | 4 209 955 | 3,88 | ||||
2025-07-30 | 13F | First Interstate Bank | 1 496 608 | 1,15 | 92 820 | 7,52 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 3 476 | −3,26 | 216 | 2,87 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 7 344 | 8,35 | 455 | 15,19 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 43 732 | −8,30 | 3 | 0,00 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 4 555 | 0,00 | 283 | 6,42 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 32 213 | −1,15 | 1 998 | 5,05 | ||||
2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 15 060 | −0,23 | 934 | 6,14 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 41 969 | −2,95 | 2 603 | 3,13 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1 595 | 33,47 | 99 | 42,03 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 221 908 | 1,60 | 14 | 8,33 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 407 | −0,28 | 832 | 6,27 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 6 435 | −1,53 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 498 748 | 31,76 | 30 932 | 40,05 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 8 600 | 3,61 | 533 | 10,12 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 262 100 | 0,08 | 16 255 | 6,37 | |||
2025-08-11 | 13F | Regal Investment Advisors LLC | 108 523 | 7,43 | 6 731 | 14,18 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 3 713 | −1,14 | 230 | 5,02 | ||||
2025-07-25 | 13F | Cypress Capital Group | 17 642 | −1,67 | 1 094 | 4,59 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 134 142 | 10,83 | 8 319 | 17,80 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4 190 | 0,00 | 260 | 1,97 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 71 042 | 1,85 | 4 406 | 8,26 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 15 945 | 2,57 | 989 | 8,93 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11 163 | 6,12 | 692 | 12,89 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 6 736 | 0,00 | 418 | 6,11 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 18 270 | −2,59 | 1 133 | 3,56 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 7 855 | −1,69 | 487 | 4,51 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 119 907 | 5,26 | 7 437 | 11,87 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 12 302 | 1,85 | 763 | 8,24 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 2 574 014 | −3,46 | 159 640 | 2,61 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 32 735 | −1,77 | 2 030 | 4,42 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 6 610 | 1,54 | 0 | |||||
2025-07-10 | 13F | Brady Family Wealth, Llc | 38 181 | −0,19 | 2 368 | 6,05 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 17 187 | −5,36 | 1 066 | 0,57 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 12 305 | 53,91 | 764 | 78,09 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 126 013 | −20,68 | 7 815 | −15,69 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 469 895 | −3,27 | 29 143 | 2,81 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 1 282 | −98,25 | 0 | −100,00 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 3 835 | 0,00 | 224 | −6,30 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 5 520 | 0,00 | 321 | −0,31 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 3 743 | 232 | ||||||
2025-07-15 | 13F | Lynch & Associates/in | 304 495 | 1,89 | 18 885 | 8,29 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 640 753 | −0,26 | 39 740 | 6,01 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 62 400 | 101,94 | 3 870 | 114,64 | |||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 208 026 | −2,74 | 12 902 | 3,37 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 33 308 | 411,64 | 2 066 | 444,85 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 155 566 | −9,31 | 9 648 | −3,61 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 271 300 | 50,72 | 16 826 | 60,20 | |||
2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 164 835 | −10,98 | 10 223 | −5,38 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 12 261 | −2,17 | 760 | 3,97 | ||||
2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 17 777 | −16,93 | 1 037 | −22,21 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 6 055 | −6,02 | 376 | 0,00 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 70 455 | −0,48 | 4 370 | 5,79 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 19 383 | −50,71 | 1 202 | −47,60 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 24 719 | −3,87 | 1 533 | 2,20 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 750 | 0,00 | 47 | 6,98 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 30 507 | −9,53 | 1 944 | −5,54 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 10 191 | −14,10 | 632 | −8,67 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1 835 | −5,75 | 114 | 0,00 | ||||
2025-07-23 | NP | VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W | 33 149 | 92,67 | 1 990 | 87,03 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 71 231 | −6,76 | 4 418 | −0,90 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 6 335 | 0,00 | 393 | 6,23 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 32 934 | −3,36 | 2 043 | 2,72 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 5 000 | 0,00 | 310 | 6,53 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 63 587 | 3 944 | ||||||
2025-08-14 | 13F | Harmony Asset Management Llc | 25 903 | −7,75 | 1 607 | −1,95 | ||||
2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 13 565 | 0,00 | 841 | 6,32 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Eight 31 Financial Llc | 10 070 | 0,34 | 625 | 6,67 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 4 120 | 5,29 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 4 585 | −6,14 | 284 | −0,35 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 27 994 | −9,43 | 2 | 0,00 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 15 412 835 | 1,66 | 955 904 | 2,52 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 139 777 | 2,19 | 8 669 | 8,61 | ||||
2025-08-14 | 13F | Millennium Management Llc | 39 918 | −3,91 | 2 476 | 2,15 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 4 386 | 7,42 | 272 | 14,29 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 37 666 | 165,89 | 2 336 | 182,81 | ||||
2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 25 934 | −19,21 | 1 476 | −28,92 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3 238 | 201 | ||||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 835 714 | −1,65 | 51 831 | 4,54 | ||||
2025-08-14 | 13F | Nepc Llc | 74 989 | 0,00 | 4 651 | 6,29 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 32 590 | 0,00 | 2 | 100,00 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 36 728 | 74,07 | 2 278 | 85,05 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 34 273 | −3,52 | 2 126 | 2,56 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 86 918 | 5,70 | 5 391 | 12,34 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 17 129 | −11,62 | 1 062 | −6,02 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 77 399 | −4,59 | 4 800 | 1,42 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 13 700 | 8,81 | 850 | 15,67 | ||||
2025-05-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 696 158 | 1,04 | 43 176 | 7,39 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Inlet Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 265 | −17,19 | 16 | −11,11 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 220 | 0,00 | 14 | 8,33 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 6 794 | −0,34 | 421 | 6,05 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 139 825 | −6,93 | 8 919 | 1,75 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 8 278 | −0,59 | 513 | 5,77 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 126 436 | −8,59 | 7 842 | −2,84 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 56 102 | 0,61 | 3 559 | 16,12 | ||||
2025-08-11 | 13F | WPWealth LLP | 4 679 | −25,06 | 290 | −20,33 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 57 321 | 0,58 | 3 555 | 6,92 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 241 078 | 8,25 | 14 952 | 15,06 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 1 807 885 | −4,73 | 112 125 | 1,26 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 7 371 | 457 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 552 763 | −40,20 | 96 302 | −36,44 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 3 756 | 4,16 | 233 | 10,48 | ||||
2025-08-12 | 13F | Haverford Financial Services, Inc. | 8 000 | 0,00 | 496 | 6,44 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 152 220 | −8,47 | 9 441 | −2,72 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 90 | 0,00 | 6 | 0,00 | ||||
2025-07-30 | 13F | Demars Financial Group, LLC | 14 306 | −98,35 | 887 | 6 235,71 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 3 674 | −48,46 | 228 | −45,30 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 195 370 | 0,00 | 12 117 | 6,29 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 70 351 | −1,31 | 4 363 | 4,91 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 28 927 | −9,82 | 1 794 | −4,12 | ||||
2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | HFR Wealth Management, LLC | 4 936 | 0,00 | 306 | 6,25 | ||||
2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Convergence Financial, LLC | 71 903 | −3,51 | 4 459 | 2,55 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 9 352 | 7,95 | 580 | 14,65 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 41 081 | 6,67 | 2 397 | −0,08 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 58 875 | −94,30 | 3 651 | −93,94 | ||||
2025-08-14 | 13F | UBS Group AG | 22 366 581 | −3,21 | 1 387 175 | 2,88 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 5 026 | 43,97 | 312 | 53,20 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 81 746 | 10,83 | 5 070 | 17,80 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6 766 | −15,59 | 420 | −10,28 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 32 595 | 2 022 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 4 214 | 0,00 | 261 | 6,53 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 35 125 | 12,07 | 2 178 | 19,15 | ||||
2025-08-07 | 13F | Commerce Bank | 169 978 | −3,14 | 10 542 | 2,96 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 46 075 | −21,67 | 2 858 | −16,75 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 4 831 | −0,66 | 300 | 5,65 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 16 122 | −5,97 | 1 000 | −3,66 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 6 163 | 0,00 | 382 | 6,41 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 25 612 | −5,50 | 1 588 | 0,44 | ||||
2025-07-31 | 13F | United Community Bank | 65 332 | −2,80 | 4 052 | 3,29 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 951 472 | −2,32 | 59 010 | 3,82 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 31 355 | −38,58 | 1 945 | −34,72 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 345 | 20,11 | 0 | |||||
2025-07-17 | 13F | ERn Financial, LLC | 39 743 | −0,40 | 2 465 | 5,84 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 351 | −25,75 | 456 | −21,14 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 55 422 | 2,71 | 3 437 | 9,18 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 262 | −46,86 | 16 | −42,86 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 345 325 | −4,65 | 145 480 | 1,35 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 22 597 | −71,31 | 1 401 | −69,51 | ||||
2025-08-14 | 13F | LM Advisors LLC | 9 455 | −7,35 | 1 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 50 077 411 | −0,27 | 3 105 801 | 6,01 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7 419 | −4,93 | 0 | |||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 72 090 | −3,58 | 4 471 | 2,50 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 38 086 | −2,54 | 2 362 | 3,60 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 7 692 | 5,31 | 477 | 11,97 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 99 667 | −5,16 | 6 181 | 0,82 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 12 729 | −2,82 | 789 | 3,27 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 412 | −19,95 | 88 | −14,71 | ||||
2025-08-08 | 13F | Parker Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Moller Financial Services | 67 205 | 5,25 | 4 168 | 11,89 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45 536 | 3,48 | 2 824 | 10,01 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 4 575 | 8,93 | 284 | 15,51 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 174 571 | −4,63 | 10 827 | 1,60 | ||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 355 | 22 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 133 925 | 10,62 | 8 619 | 25,81 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 132 000 | −0,83 | 8 187 | 5,41 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 279 893 | −19,43 | 17 359 | −14,36 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 5 284 | 3,81 | 328 | 10,10 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 163 405 | 8,10 | 10 134 | 14,90 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 004 429 | 1,55 | 62 295 | 7,95 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36 672 | 4,90 | 2 274 | 11,53 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 11 695 | 0,00 | 725 | 6,30 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 65 682 | 1,80 | 4 074 | 8,21 | ||||
2025-08-15 | 13F | Kestra Investment Management, LLC | 288 | 0,00 | 17 | 0,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 82 294 | −7,45 | 5 104 | −7,89 | ||||
2025-08-04 | 13F | Spire Wealth Management | 152 841 | −23,11 | 9 292 | −19,88 | ||||
2025-08-11 | 13F | Midwest Professional Planners, LTD. | 80 667 | −0,14 | 5 003 | 6,13 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 17 457 | −92,89 | 1 096 | −92,35 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 371 554 | −3,69 | 23 564 | 4,66 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 76 843 | −8,70 | 4 766 | −2,97 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 55 908 | −80,03 | 3 467 | −78,78 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 284 300 | 25,72 | 17 632 | 33,64 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7 037 | 0,29 | 436 | 6,60 | ||||
2025-07-22 | 13F | Fishman Jay A Ltd/mi | 10 000 | −16,67 | 620 | −11,43 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 33 162 | 9,12 | 2 057 | 15,96 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 7 823 | −1,45 | 485 | 4,75 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 8 997 | 0,14 | 558 | 6,30 | ||||
2025-04-22 | 13F | Country Trust Bank | 122 | 0,00 | 8 | 0,00 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 115 940 | 1,63 | 7 191 | 8,02 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 276 | −26,70 | 0 | |||||
2025-08-14 | 13F | Destination Wealth Management | 1 027 417 | 2,11 | 63 720 | 8,53 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 154 272 | −7,03 | 9 568 | −1,19 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 29 638 | 0,77 | 1 838 | 7,11 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 32 943 | −51,74 | 2 069 | −48,05 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 3 021 | 0,00 | 187 | 6,25 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 98 222 | 42,85 | 6 093 | 51,83 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 57 081 | 30,39 | 3 540 | 38,61 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 761 | 58,17 | 295 | 68,57 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 13 740 | 0,00 | 852 | 6,37 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 48 725 | 18,06 | 3 022 | 25,46 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 32 841 | −1,61 | 2 037 | 4,57 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 4 730 | 295 | ||||||
2025-08-05 | 13F | Access Investment Management LLC | 675 | 42 | ||||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 21 098 | −14,50 | 1 309 | −9,10 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 77 264 | −0,72 | 4 792 | 5,51 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 96 119 | −6,26 | 5 961 | −0,37 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 26 409 | −2,68 | 1 638 | 3,41 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 405 | −27,03 | 25 | −21,87 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 5 925 | −4,05 | 367 | 1,94 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 85 510 | 5 303 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 729 458 | 8,41 | 107 261 | 15,23 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 6 767 | −28,57 | 420 | −24,09 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 5 245 | 0,13 | 338 | 17,42 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 109 933 | −9,37 | 6 818 | −3,66 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 7 370 | 0,00 | 457 | 6,28 | ||||
2025-08-07 | 13F | W Advisors, Llc | 5 931 | 0,00 | 368 | 6,07 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 629 957 | 4,55 | 224 849 | 11,13 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 160 599 | 44,30 | 9 960 | 53,37 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 695 | 0,00 | 43 | 7,50 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 81 360 | 5,42 | 5 047 | 12,06 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 8 755 | 0,00 | 543 | 6,27 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 58 | 0,00 | 4 | 0,00 | ||||
2025-07-31 | 13F | CNB Bank | 3 595 | 0,00 | 223 | 6,22 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 7 295 | 0,27 | 452 | 6,60 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 11 155 | −16,66 | 692 | −11,52 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 20 965 | −0,40 | 1 300 | 5,86 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 41 175 | 51,41 | 2 554 | 60,97 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Altus Wealth Management, LLC | 347 210 | −0,60 | 21 534 | 5,65 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 71 504 | −0,36 | 4 435 | 5,90 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 725 169 | −4,48 | 44 975 | 1,53 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 44 833 | 2 781 | ||||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 3 492 | 217 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 47 326 | −20,06 | 2 935 | −15,03 | ||||
2025-08-05 | 13F | Huntington National Bank | 271 238 | 4,41 | ||||||
2025-04-14 | 13F | Wynn Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2 114 781 | −6,31 | 131 159 | −0,42 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 3 563 | 0,03 | 221 | 6,28 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 1 358 103 | −1,25 | 84 230 | 4,96 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 78 160 | 0,00 | 4 847 | 6,32 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 9 834 | −24,21 | 620 | −18,23 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 22 752 | 10,82 | 1 411 | 17,88 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18 756 | 103,25 | 1 163 | 116,17 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 5 337 | 17,22 | 331 | 24,91 | ||||
2025-04-28 | 13F | Sterling Group Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 5 212 331 | 2,22 | 323 269 | 8,65 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 33 869 | −2,64 | 2 101 | 3,50 | ||||
2025-05-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 575 | 36 | ||||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 3 640 | 0,00 | 226 | 6,13 | ||||
2025-07-30 | 13F | Dupont Capital Management Corp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | DDD Partners, LLC | 7 148 | 0,03 | 443 | 6,49 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10 336 | 1,33 | 641 | 7,73 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 554 578 | −2,16 | 34 395 | 4,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5 920 | −1,38 | 367 | 4,86 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 2 740 978 | 2,41 | 169 995 | 8,85 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 26 883 799 | 49,51 | 1 667 333 | 58,91 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 3 946 | −6,82 | 245 | −1,21 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 40 835 | 0,58 | 2 533 | 6,93 | ||||
2025-04-11 | 13F | Davis Capital Management | 465 | 0,00 | 27 | −3,57 | ||||
2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Victory Financial Group, Llc | 10 914 | −23,14 | 677 | −18,36 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 352 929 | 5,17 | 21 889 | 11,79 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 230 | 0,00 | 14 | 7,69 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 8 441 | 537 | ||||||
2025-08-13 | 13F | Collar Capital Management, LLC | 8 125 | 0,00 | 504 | 6,12 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 095 | 68 | ||||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 11 755 | 1,29 | 729 | 7,68 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 12 417 | −73,87 | 770 | −72,23 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 11 020 | −9,00 | 683 | −3,26 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 43 799 | −0,07 | 2 716 | 6,22 | ||||
2025-08-13 | 13F | Clarkston Capital Partners, LLC | 11 125 | 0,00 | 690 | 6,16 | ||||
2025-07-09 | 13F | First Bank & Trust | 220 532 | 5,67 | 13 677 | 12,32 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 11 463 | −1,61 | 711 | 4,57 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 2 250 | 0,00 | 140 | 6,11 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 9 945 | −5,47 | 617 | 0,49 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 8 242 | 0,15 | 511 | 6,46 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 92 155 | 4,80 | 5 715 | 11,40 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 140 004 | −44,23 | 8 683 | −40,73 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 26 503 | 0,34 | 1 644 | 6,62 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 30 484 | −10,04 | 1 891 | −4,40 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 16 365 | 4,68 | 1 015 | 11,29 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 57 911 | 5,98 | 3 592 | 12,64 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 6 012 | −2,61 | 373 | 3,33 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 3 346 | 208 | ||||||
2025-07-17 | 13F | XY Planning Network, Inc. | 15 541 | 15,23 | 964 | 22,52 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 20 550 | −4,26 | 1 275 | 1,76 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 18 767 | 12,58 | 1 164 | 19,65 | ||||
2025-08-08 | 13F | Avalon Trust Co | 5 414 | 227,13 | 336 | 248,96 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 154 581 | −1,77 | 9 587 | 4,41 | ||||
2025-08-04 | 13F | Human Investing LLC | 533 142 | 6,57 | 33 095 | 13,37 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 5 565 | 1,74 | 345 | 8,15 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 94 150 | −1,45 | 6 | 0,00 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3 339 | 207 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 240 074 | 5,35 | 14 889 | 11,98 | ||||
2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 6 301 | −0,16 | 391 | 5,98 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 5 890 | 0,00 | 365 | 6,41 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 8 386 471 | −6,11 | 520 129 | −0,20 | ||||
2025-07-11 | 13F | Busey Wealth Management | 106 846 | 0,54 | 6 627 | 6,87 | ||||
2025-08-11 | 13F | Platform Technology Partners | 7 182 | 445 | ||||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 1 405 | 0,36 | 87 | 7,41 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 18 354 | 0,64 | 1 138 | 6,95 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 44 204 | −7,10 | 2 742 | −10,10 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11 042 | −16,71 | 685 | −11,63 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 79 532 | −5,68 | 4 933 | 0,26 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 11 734 | −0,11 | 728 | 6,13 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 64 328 | −1,57 | 3 990 | 4,62 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 7 990 | −0,42 | 496 | 5,77 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 126 789 | 36,29 | 7 865 | 44,90 | ||||
2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 321 785 | 2,44 | 18 313 | −9,83 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16 262 | 1 009 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 40 129 | −0,73 | 2 489 | 5,51 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 3 480 | −3,47 | 216 | 2,38 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 999 | 0,30 | 62 | 5,17 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 28 046 | 0,09 | 1 739 | 6,36 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 192 192 | −9,10 | 11 920 | −3,38 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 857 595 | 1,30 | 53 188 | 7,68 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 177 010 | 1,80 | 10 978 | 8,21 | ||||
2025-08-12 | 13F | GDS Wealth Management | 18 577 | 6,69 | 1 152 | 13,50 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 431 112 | 0,44 | 26 738 | 6,75 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 17 287 | −14,32 | 1 072 | −8,92 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 1 102 344 | 5,33 | 68 367 | 11,96 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 8 673 | 0,09 | 1 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 39 255 | −10,89 | 2 435 | −5,29 | ||||
2025-07-29 | 13F | Creekside Partners | 20 510 | 0,18 | 1 272 | 6,53 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 26 493 | −22,34 | 1 643 | −17,44 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 23 055 | 6,55 | 1 430 | 13,23 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 5 725 | 0,00 | 355 | 6,29 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 211 136 | 0,16 | 13 095 | 6,46 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 337 626 | −3,98 | 20 940 | 2,06 | ||||
2025-05-06 | 13F | DeDora Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 21 408 | −7,01 | 1 328 | −1,19 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 189 994 | −4,34 | 12 203 | 5,31 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 14 174 | 2,87 | 851 | 12,72 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 5 490 | −2,57 | 340 | 3,66 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 10 943 | 18,84 | 679 | 26,26 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 21 364 | 0,00 | 1 247 | 0,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 38 152 | 8,00 | 2 366 | 14,80 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 55 692 | −6,45 | 3 454 | −0,55 | ||||
2025-08-01 | 13F | Motco | 10 740 | −37,87 | 677 | −32,94 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 15 119 | −0,15 | 938 | 6,12 | ||||
2025-08-05 | 13F | Meridian Management Co | 272 604 | 58,13 | 17 182 | 70,81 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 48 787 | −22,08 | 3 093 | −15,33 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 11 081 | 687 | ||||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 23 500 | −4,97 | 1 | 0,00 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 13 597 | 843 | ||||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 4 082 | 5,48 | 253 | 12,44 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 6 444 | 36,15 | 400 | 44,57 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1 060 | −16,99 | 0 | |||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 4 221 | −0,02 | 262 | 6,10 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4 419 | −28,53 | 274 | −23,89 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 11 500 | 0,92 | 713 | 7,38 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 11 525 | 0,00 | 715 | 6,25 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 2 410 | 0,00 | 149 | 6,43 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 36 420 | 9,64 | 2 259 | 16,51 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 194 470 | 19,54 | 12 061 | 27,06 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 73 730 | 4 573 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 11 203 | −4,60 | 695 | 1,31 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 60 | 4 | ||||||
2025-09-03 | 13F | American Trust | 782 741 | 2,36 | 48 546 | 8,80 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 175 282 | −11,03 | 10 871 | −5,44 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 114 948 | 2,38 | 7 129 | 8,82 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 3 716 | 4,12 | 230 | 10,58 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 66 120 | 14,25 | 4 101 | 21,45 | ||||
2025-04-10 | 13F | ACT Advisors, LLC. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3 710 | 0,30 | 237 | 12,86 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 29 930 | −0,55 | 1 856 | 5,69 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 135 738 | −2,51 | 7 920 | −8,70 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 305 619 | 0,01 | 18 954 | 6,30 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 6 410 | 0,00 | 398 | 6,15 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 34 032 | 6,19 | 2 111 | 12,89 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 126 779 | −3,95 | 7 863 | 2,09 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 191 661 | 2,11 | 11 887 | 8,53 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 76 459 | −23,90 | 4 742 | −19,11 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 146 719 | −15,63 | 9 100 | −10,33 | ||||
2025-08-07 | 13F | Fox Financial, Inc | 5 840 | 0,00 | 362 | 6,47 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 39 836 | 9,39 | 2 471 | 16,29 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 194 216 | 7,57 | 12 046 | 14,33 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 15 567 | 0,85 | 965 | 7,22 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 10 289 | 2,06 | 638 | 8,50 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 21 805 | 0,00 | 1 352 | 6,29 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 11 756 | −9,83 | 729 | −4,08 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11 842 | 0,16 | 734 | 6,53 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 342 735 | 21 | ||||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 1 065 | 0,00 | 66 | 6,45 | ||||
2025-05-21 | 13F | CBM Financial, LLC | 244 315 | 14 942 | ||||||
2025-08-07 | 13F | LOM Asset Management Ltd | 48 201 | 3 | ||||||
2025-07-21 | 13F | Warner Financial, Inc | 12 629 | 0,30 | 1 | |||||
2025-08-11 | 13F | Root Financial Partners, LLC | 11 151 | 4,10 | 692 | 10,56 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 17 411 049 | −42,33 | 1 079 833 | −38,70 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 25 | −84,85 | 2 | −88,89 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 109 | −8,66 | 133 | 3,13 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 4 144 | 2,22 | 257 | 8,90 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 3 478 | −2,63 | 216 | 3,37 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 82 876 | −0,39 | 5 140 | 5,87 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 5 295 | 0,00 | 328 | 6,49 | ||||
2025-08-14 | 13F | FC Advisory LLC | 81 924 | 7,72 | 5 081 | 14,49 | ||||
2025-04-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 589 967 | −21,43 | 36 590 | −16,49 | ||||
2025-08-14 | 13F | Headinvest, Llc | 56 552 | −4,24 | 3 507 | 1,80 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 4 066 | 15,51 | 252 | 22,93 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 1 150 | 0,00 | 1 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 173 875 | 3,02 | 10 784 | 9,49 | ||||
2025-08-08 | 13F | Condor Capital Management | 25 646 | −1,90 | 1 591 | 4,26 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 310 000 | −28,57 | 19 226 | −24,08 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 8 225 | 0,00 | 510 | 6,47 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 284 | 0,00 | 18 | 6,25 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 13 805 | 0,12 | 856 | 6,47 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 8 240 | 0,00 | 511 | 6,46 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 21 763 | 1,94 | 1 350 | 8,35 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 3 321 | 206 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 120 522 | 4,03 | 7 475 | 10,56 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 9 973 | −16,91 | 619 | −11,71 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 683 248 | −7,38 | 42 375 | −1,55 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 98 065 | −50,08 | 6 084 | −46,89 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 115 | 0,00 | 7 | 0,00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 27 165 | 23,44 | 1 685 | 31,15 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 141 026 | 7,95 | 8 746 | 14,75 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 522 234 | −3,01 | 32 389 | 17,57 | ||||
2025-08-05 | 13F | Burney Co/ | 8 546 | −9,99 | 530 | −4,33 | ||||
2025-07-23 | 13F | Dohj, Llc | 78 848 | −4,23 | 4 388 | −8,66 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 3 999 | 0,25 | 248 | 6,90 | ||||
2025-07-30 | 13F | Connors Investor Services Inc | 33 559 | 24,02 | 2 081 | 31,88 | ||||
2025-07-29 | 13F | First National Bank of Hutchinson | 119 855 | −2,89 | 7 433 | 3,22 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 386 674 | −0,64 | 23 982 | 5,61 | ||||
2025-08-14 | 13F | State Of Wisconsin Investment Board | 122 030 | 48,40 | 7 568 | 57,73 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 73 556 | 5,89 | 4 562 | 12,53 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 4 946 | 0,18 | 307 | 6,25 | ||||
2025-08-05 | 13F | VGI Partners Ltd | 4 077 | 253 | ||||||
2025-07-23 | 13F | Equitable Trust Co | 248 613 | 8,24 | 15 419 | 15,05 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 21 408 | 3,12 | 1 328 | 9,58 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 45 308 | 0,00 | 2 810 | 6,32 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 798 326 | 0,19 | 49 510 | 6,52 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 38 055 | 0,31 | 2 360 | 6,64 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 76 | 0,00 | 5 | 0,00 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 775 | 0,00 | 0 | |||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 78 245 | 34,64 | 4 853 | 43,08 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 8 210 | 5,50 | 509 | 12,11 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 9 902 | −6,80 | 1 | |||||
2025-08-14 | 13F | J.P. Marvel Investment Advisors, LLC | 6 295 | 0,00 | 390 | 6,27 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 4 237 099 | −0,34 | 262 785 | 5,92 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 541 542 | −20,30 | 33 586 | −15,29 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 78 443 | 5,21 | 4 865 | 11,84 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 29 215 | 1,82 | 1 812 | 8,18 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 107 300 | 4,54 | 6 655 | 11,12 | ||||
2025-07-18 | 13F | Truist Financial Corp | 8 903 842 | −11,24 | 552 216 | −5,66 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 23 305 | −7,28 | 1 445 | −1,43 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 13 813 | −0,80 | 857 | 5,42 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 132 949 | 1,46 | 8 245 | 7,85 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 565 | 0,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 648 678 | 5,13 | 40 231 | 11,74 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 117 608 | 4,92 | 7 294 | 11,53 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 44 596 | 2 766 | ||||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 67 480 | 1,94 | 4 185 | 8,36 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 3 334 | −3,61 | 207 | 2,49 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 7 140 | 0,00 | 443 | 6,25 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 35 410 | −3,66 | 2 196 | 2,43 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 91 939 | 8,61 | 5 702 | 15,45 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 3 755 | −5,06 | 233 | 0,87 | ||||
2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 6 720 | 392 | ||||||
2025-08-06 | 13F | True Wealth Design, LLC | 625 | 0,00 | 39 | 5,56 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 21 000 | −62,50 | 1 302 | −60,15 | |||
2025-07-29 | 13F | Planned Solutions, Inc. | 10 969 | 0,22 | 680 | 6,58 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 26 103 | 0,70 | 1 619 | 7,01 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 31 100 | −55,82 | 1 929 | −53,06 | |||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59 203 | −12,98 | 3 672 | −7,51 | ||||
2025-05-14 | 13F | New Harbor Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 179 405 | 4,48 | 11 127 | 11,05 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 85 675 | 7,03 | 5 314 | 13,77 | ||||
2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 8 460 | 0,00 | 525 | 6,29 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 34 759 | 1,75 | 2 156 | 8,13 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 12 796 | 33,74 | 794 | 42,11 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 26 221 | 0,11 | 1 626 | 6,41 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 8 525 | 0,00 | 529 | 6,24 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5 474 798 | 20,99 | 339 547 | 28,81 | ||||
2025-05-09 | 13F | Forge First Asset Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 100 482 | 139,39 | 6 232 | 154,43 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 157 915 | 11,79 | 9 794 | 18,82 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 10 981 | 0,00 | 681 | 6,41 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 310 | 67,57 | 19 | 90,00 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 19 000 | 40,74 | 1 178 | 49,68 | |||
2025-07-10 | 13F | Affiance Financial, LLC | 170 622 | −2,72 | 10 582 | 3,40 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 74 761 | −15,64 | 4 637 | −10,35 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 36 978 | −6,28 | 2 293 | −0,39 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 2 072 | −76,22 | 541 | 6,30 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 7 370 | −0,69 | 457 | 5,54 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 28 990 | −1,62 | 1 798 | 4,54 | ||||
2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 756 440 | 3,66 | 43 049 | −8,75 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 10 216 | 100,75 | 634 | 113,85 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 3 050 | 0,00 | 189 | 6,78 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 10 281 | −0,17 | 638 | 6,17 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 342 | 132,65 | 21 | 162,50 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 895 | 0,00 | 55 | 5,77 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12 280 | 0,00 | 762 | 6,28 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Core ETF | 3 045 | 16,67 | 173 | 2,98 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 41 015 | −5,45 | 2 544 | 0,47 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 10 819 | −9,67 | 671 | −4,01 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1 397 827 | −2,43 | 86 693 | 3,70 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 920 | 63 900,00 | 119 | −29,17 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 123 | 4,65 | 380 | 11,14 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 88 920 | 99,13 | 5 515 | 111,67 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 649 | 324,18 | 40 | 400,00 | ||||
2025-07-23 | 13F | Magnolia Capital Management Ltd | 122 135 | −3,10 | 8 | 0,00 | ||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 10 504 | −0,10 | 651 | 6,20 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 27 703 | 7,81 | 1 726 | 15,14 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 2 450 | 0,00 | 152 | 6,34 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 36 769 | −0,84 | 2 280 | 5,41 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 63 927 | 12,24 | 3 965 | 19,29 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 32 398 | −8,81 | 2 009 | −3,09 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 10 332 | 1 | ||||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 31 253 | 16,16 | 1 938 | 23,52 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 29 000 | −9,38 | 1 799 | −3,70 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 265 | 0,00 | 16 | 6,67 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 20 849 | 69,60 | 1 293 | 80,33 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 4 183 | 8,65 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 56 669 | 25,82 | 3 515 | 34,07 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 53 173 | 5,26 | 3 297 | 11,84 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 6 260 | 6,39 | 0 | |||||
2025-07-16 | 13F | Register Financial Advisors LLC | 2 064 | −10,92 | 128 | −5,19 | ||||
2025-07-08 | 13F/A | Team Hewins, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 18 263 | 2,49 | 1 133 | 8,95 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 150 | 0,00 | 9 | 12,50 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 22 140 | −1,09 | 1 373 | 5,13 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 25 400 | −8,67 | 1 575 | −2,90 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 69 282 | −0,53 | 4 297 | 5,71 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 12 434 | 0,01 | 771 | 6,34 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 47 158 | 3,88 | 2 925 | 10,42 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 316 136 | −1,23 | 20 | 5,56 |