Grundläggande statistik
| Institutionella ägare | 2613 total, 2603 long only, 3 short only, 7 long/short - change of −1,17% MRQ |
| Genomsnittlig portföljallokering | 1.0312 % - change of −3,80% MRQ |
| Institutionella aktier (lång) | 569 782 640 (ex 13D/G) - change of 19,14MM shares 3,48% MRQ |
| Institutionellt värde (lång) | $ 56 759 008 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) har 2613 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 569,782,640 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Kingstone Capital Partners Texas, LLC, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Fmr Llc, LPL Financial LLC, Raymond James Financial Inc, and Laurel Wealth Advisors LLC .
iShares Trust - iShares Core S&P Small-Cap ETF (ARCA:IJR) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 118,46 / share. Previously, on September 13, 2024, the share price was 114,35 / share. This represents an increase of 3,59% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4 832 | 0,50 | 528 | 5,18 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 28 337 | −1,54 | 3 097 | 2,89 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 211 389 | 3,96 | 23 103 | 8,65 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 2 740 | 0,00 | 299 | 4,55 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2 | 0,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14 757 | 3,05 | 1 613 | 7,68 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 42 735 | 0,48 | 4 670 | 5,01 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 24 494 | −32,50 | 2 677 | −29,47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 143 437 | −4,66 | 15 676 | −0,36 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 239 | 0,00 | 26 | 8,33 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 240 394 | −10,05 | 26 273 | −5,99 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 3 745 | −0,24 | 409 | 4,34 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 16 200 | 7,81 | 1 770 | 12,67 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10 050 | −16,61 | 1 098 | −12,86 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 1 933 | 0,00 | 211 | 4,46 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 2 260 | −2,80 | 247 | 1,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 566 | −19,55 | 827 | −15,97 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 7 411 | 1,37 | 810 | −5,38 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 6 561 | 0,00 | 717 | 4,52 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 61 446 | 6 715 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 16 434 | 25,11 | 1 796 | 30,81 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 147 | 25,64 | 16 | 33,33 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 55 253 | 23,96 | 6 039 | 29,54 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 138 005 | −2,04 | 15 083 | 2,38 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 13 030 | −39,43 | 1 424 | −36,68 | ||||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 2 934 | −22,15 | 321 | −18,78 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 35 117 | −8,11 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2 299 | 251 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 478 776 | 2,46 | 52 325 | 7,09 | ||||
| 2025-07-25 | NP | NMSAX - Columbia Small Cap Index Fund Class A | 304 207 | 0,00 | 32 054 | −5,74 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 25 174 | 9,45 | 2 751 | 14,39 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 28 400 | 7,35 | 3 104 | 12,18 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 89 177 | 7,15 | 10 059 | 25,03 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 10 649 | 6,69 | 1 164 | 11,51 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 159 800 | 45,55 | 17 464 | 52,11 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 24 641 | 0,93 | 2 693 | 5,49 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 37 689 | 3,76 | 4 119 | 8,43 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 4 261 | 1,02 | 466 | 5,44 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 18 284 | 7,95 | 1 912 | −2,05 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 27 220 | 0,03 | 2 975 | 4,53 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 59 150 | 13,06 | 6 465 | 18,17 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 17 293 | 11,91 | 1 808 | 0,17 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7 854 | 6,65 | 858 | 11,43 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 15 309 | −21,16 | 1 673 | −17,59 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 5 118 | 31,57 | 559 | 37,68 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 78 537 | 3,77 | 8 583 | 8,45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42 670 | 67,59 | 4 663 | 75,17 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 24 467 | 5,97 | 2 674 | 10,73 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 13 801 | 0,00 | 1 508 | 4,50 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 871 | 0,00 | 204 | 4,62 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 51 997 | −7,14 | 5 683 | −3,00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 36 565 | −0,16 | 3 996 | 4,36 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 34 057 | −1,06 | 3 722 | 3,42 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 7 718 | 0,00 | 844 | 4,46 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 21 280 | −10,87 | 2 225 | −13,89 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17 142 | 33,29 | 1 961 | 51,23 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14 455 | −9,32 | 1 580 | −5,22 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10 050 | 166,79 | 1 098 | 153,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 63 547 | −2,30 | 6 945 | 2,12 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 3 228 | −2,12 | 353 | 2,33 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 127 211 | 9,90 | 13 903 | 14,85 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 9 929 | 0,04 | 1 085 | 4,53 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 540 | −21,74 | 59 | −18,06 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 9 365 | −4,43 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 919 | 0,63 | 210 | 5,03 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 437 | 55,96 | 485 | 62,96 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 186 450 | −6,31 | 20 377 | −2,08 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 345 199 | 3,62 | 37 727 | 8,30 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 66 027 | −0,61 | 7 216 | 3,89 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 37 342 | 0,52 | 4 081 | 5,07 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 922 | 0,20 | 429 | 4,65 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 29 569 | −6,39 | 3 232 | −2,15 | ||||
| 2025-05-23 | NP | Simplify Exchange Traded Funds - Simplify US Small Cap PLUS Income ETF | 23 346 | 21,09 | 2 441 | 9,91 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 68 408 | 39,47 | 7 476 | 45,76 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 42 600 | −17,44 | 4 656 | −13,72 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 40 868 | 10,56 | 4 466 | 15,55 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 28 639 | 10,46 | 3 018 | 4,11 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 2 228 | −37,87 | 244 | −35,03 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 3 168 | 0,00 | 346 | 4,53 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 435 196 | −2,35 | 156 853 | 2,06 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 35 875 | −3,79 | 3 751 | −12,69 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 7 716 | −29,04 | 843 | −25,79 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 14 070 | −5,79 | 1 538 | −1,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 264 673 | 2,31 | 1 777 566 | 6,93 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 97 503 | 0,30 | 10 656 | 4,83 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4 400 | −2,22 | 481 | 2,13 | |||
| 2025-08-14 | 13F | Fiduciary Management Inc /wi/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 271 | 9,27 | 30 | 16,00 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 55 725 | 5,91 | 6 090 | 10,69 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 912 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 74 590 | −4,56 | 8 152 | −0,26 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 28 053 | 40,20 | 3 113 | 48,76 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 9 950 | −10,55 | 1 087 | −6,53 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 478 695 | −3,29 | 598 767 | 1,07 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 36 061 | −1,96 | 3 941 | 2,47 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 8 999 | −6,25 | 984 | −1,99 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5 806 | 0,33 | 634 | 4,79 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 86 953 | 46,70 | 9 503 | 53,35 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 281 665 | 13,17 | 30 783 | 18,28 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 304 645 | −13,95 | 33 295 | −10,06 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 245 107 | 13,63 | 26 788 | 18,76 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 6 092 | 0,00 | 666 | 4,40 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 178 244 | −4,51 | 19 480 | −0,20 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 637 | 0,00 | 70 | 4,55 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 98 987 | 1,66 | 10 818 | 6,25 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 2 660 | −2,21 | 291 | 2,11 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 404 | 0,00 | 263 | 4,38 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 139 | −54,84 | 234 | −52,93 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 418 776 | 2,29 | 45 768 | 6,90 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 238 | 0,42 | 26 | 8,33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 807 | −6,28 | 307 | −2,24 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 20 749 | −4,69 | 2 268 | −9,61 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 5 991 | 15,95 | 600 | −1,96 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 107 823 | −3,86 | 12 | 0,00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 9 818 | 0,27 | 1 073 | 4,79 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 123 | −37,50 | 232 | −34,65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108 839 | −2,73 | 11 895 | 1,66 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 64 436 | 1,41 | 7 042 | 5,99 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 34 581 | −2,97 | 3 779 | 1,42 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 5 822 | −1,37 | 636 | 3,08 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 65 443 | −17,01 | 7 157 | −13,26 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 4 573 | 0,00 | 500 | 4,39 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 10 295 | 8,54 | 1 125 | 13,52 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 275 | −23,88 | 139 | −20,57 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6 956 | 0,00 | 772 | 6,05 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3 141 | −0,10 | 343 | 4,57 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 4 980 | −64,21 | 544 | −62,61 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 23 208 | −24,12 | 2 536 | −20,70 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 33 130 | 4,14 | 3 621 | 8,84 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 5 500 | −90,42 | 601 | −89,99 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 61 772 | −2,51 | 6 751 | 1,90 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 33 944 | −2,13 | 3 710 | 2,29 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 184 748 | −2,88 | 20 191 | 4,42 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 19 623 | −4,10 | 2 145 | 0,23 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 466 | 581,86 | 160 | 627,27 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 3 870 | 0,65 | 423 | 4,98 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 500 | −52,15 | 55 | −50,46 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 223 | −86,23 | 462 | −85,62 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 134 894 | 9,34 | 11 891 | 16,88 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 14 958 | −4,34 | 1 635 | −0,06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 635 | −12,15 | 1 053 | −8,20 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 3 401 | −0,53 | 372 | 3,92 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 359 820 | 1,51 | 39 325 | 6,09 | ||||
| 2025-04-29 | 13F | Byrne Financial Freedom, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 2 366 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 7 593 | 0,13 | 830 | 4,67 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 53 | −96,34 | 6 | −96,69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 11 | 0,00 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 10 071 | −0,37 | 1 101 | 12,59 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 6 090 | 16,02 | 666 | 21,35 | ||||
| 2025-03-28 | NP | SECT - Main Sector Rotation ETF | 812 470 | 194,26 | 96 229 | 205,94 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 31 726 | 17,01 | 3 | 50,00 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 11 299 | −27,48 | 1 235 | −24,25 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 803 | 34,37 | 293 | 22,08 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 2 328 | −6,51 | 254 | −2,31 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 98 945 | 0,02 | 11 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 104 114 | 3,78 | 120 566 | 8,37 | ||||
| 2025-07-17 | 13F | City Holding Co | 49 403 | 2,75 | 5 399 | 7,40 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4 813 | −6,29 | 526 | 6,06 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 4 049 | −76,97 | 443 | −75,95 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 765 | −50,11 | 411 | −47,91 | ||||
| 2025-06-26 | NP | Managed Account Series - BlackRock GA Dynamic Equity Fund Class K | 4 169 | 0,00 | 417 | −15,42 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 110 | 1,49 | 1 433 | 6,07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 46 722 | 1,01 | 5 106 | 5,58 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 2 553 | −13,04 | 279 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 169 | −3,05 | 0 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 141 815 | 4,07 | 15 499 | 8,77 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 94 523 | −0,30 | 10 330 | 4,21 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 774 | 3,62 | 306 | 11,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 10 444 | 265,43 | 2 528 | 747,99 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3 490 | 0,00 | 381 | 4,67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 176 554 | −1,02 | 19 296 | 3,45 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 3 626 | 0,00 | 396 | 4,49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 664 678 | −62,45 | 72 643 | −60,75 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 38 741 | 9,55 | 4 082 | 3,26 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 23 021 | 8,58 | 2 305 | −8,20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 67 682 | −6,56 | 7 524 | 5,38 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 52 289 | 6,25 | 5 715 | 11,04 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 12 | −36,84 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 315 | 0,53 | 1 127 | 5,13 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 26 074 | −0,36 | 2 611 | −15,78 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 13 966 | 0,01 | 1 526 | 4,52 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 917 | 0,00 | 428 | 4,65 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 180 201 | −0,05 | 20 330 | 12,90 | ||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 76 474 | 3,26 | 7 997 | −6,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 80 584 | −15,84 | 8 808 | −12,04 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 2 314 | −88,21 | 253 | −87,73 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 86 318 | −11,06 | 9 434 | −7,05 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 884 | −84,38 | 534 | −83,70 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4 098 | 2,12 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 598 | −8,06 | 175 | −3,87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 024 639 | −0,93 | 877 013 | 3,54 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 23 209 | −7,01 | 2 537 | −2,80 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 7 634 | 0,37 | 834 | 4,91 | ||||
| 2025-05-07 | 13F | Ameraudi Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 4 441 | −19,85 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 8 570 | −47,55 | 937 | −45,20 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 20 315 | −0,83 | 2 220 | 3,64 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 598 | −6,17 | 175 | −2,25 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 129 381 | −6,37 | 14 140 | −2,15 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 109 378 | 2,67 | 11 954 | 7,30 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 15 364 | 2,47 | 1 679 | 7,15 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 7 314 | 0,01 | 799 | 4,58 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 78 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 6 539 | 715 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 112 200 | 12 262 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 175 246 | −0,01 | 19 153 | 4,50 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 52 749 | −2,00 | 5 765 | 2,42 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21 435 | 20,91 | 2 343 | 26,39 | ||||
| 2025-04-30 | 13F | Lee Johnson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34 838 | −12,36 | 3 807 | −8,40 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 6 092 | −4,32 | 676 | 1,50 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 246 697 | −31,05 | 136 252 | −27,93 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 200 000 | −0,99 | 21 858 | 3,48 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 1 967 | −3,67 | 215 | 0,94 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 250 | −28,57 | 27 | −25,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 17 253 | 39,89 | 1 939 | 54,42 | ||||
| 2025-07-30 | NP | OVS - Overlay Shares Small Cap Equity ETF | 118 428 | 5,77 | 12 479 | −0,31 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 94 172 | 6,14 | 10 292 | 10,94 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 19 301 | −20,74 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 13 387 | −2,46 | 1 512 | 15,51 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 1 231 | −17,16 | 135 | −13,55 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 105 771 | 10,57 | 11 560 | 15,56 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 523 889 | 3,00 | 57 256 | 7,65 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 800 | 0,00 | 197 | 4,26 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 251 | −38,28 | 137 | −35,55 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 164 726 | −2,16 | 18 003 | 2,26 | ||||
| 2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 146 812 | −5,31 | 15 470 | −21,14 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 293 261 | 2,31 | 32 050 | 6,93 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 15 556 | 2,92 | 1 700 | 7,59 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 031 | −18,82 | 222 | −15,33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 449 | −73,45 | 377 | −72,31 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 47 281 | −2,22 | 5 167 | 2,20 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 90 500 | −0,33 | 9 891 | 4,16 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 288 199 | 1,73 | 31 497 | 6,32 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 111 580 | 6,62 | 12 195 | 11,43 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 2 103 | 23,49 | 230 | 28,65 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 9 280 | 1 015 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 55 540 | 2,98 | 6 070 | 7,63 | ||||
| 2025-07-18 | 13F | United Bank | 398 159 | 0,68 | 43 515 | 5,22 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 219 438 | 9,45 | 23 982 | 14,40 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 496 | 0,00 | 54 | 5,88 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 416 712 | 9,42 | 45 542 | 14,36 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 8 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 69 311 | −0,92 | 7 575 | 3,54 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 112 | 74,29 | 121 | 83,33 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 5 990 | 2,87 | 655 | 7,57 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 54 753 | −3,83 | 5 984 | 0,50 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2 060 | 225 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 25 970 | 12,75 | 2 838 | 17,86 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 8 262 | −6,81 | 903 | −2,70 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1 939 | 0,00 | 212 | 4,46 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8 086 | −7,87 | 884 | −3,71 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 36 694 | 12,47 | 4 010 | 17,56 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 4 365 | 18,45 | 477 | 23,90 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 27 778 | 13,79 | 3 036 | 18,93 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 981 | −25,25 | 217 | −22,02 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2 181 | 0,83 | 238 | 5,31 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 58 867 | 1,42 | 6 434 | 9,03 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 2 258 | 0,00 | 247 | 4,24 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 5 611 | −7,44 | 613 | −12,18 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 2 122 | −96,18 | 232 | −96,03 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 26 109 | 0,03 | 2 853 | 4,54 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 34 072 | 1,25 | 3 724 | 5,83 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 3 521 | −2,52 | 385 | 1,86 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3 249 | −23,53 | 355 | −20,05 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 283 015 | 30 931 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 23 100 | 0,00 | 2 525 | 4,51 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 101 455 | 2,06 | 11 088 | 6,67 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 4 132 | −1,15 | 452 | 3,20 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 18 900 | 0,20 | 2 066 | 4,35 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 23 732 | −8,54 | 2 594 | −4,42 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 14 928 | −0,67 | 1 631 | 3,82 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 47 613 | 8,73 | 5 283 | 22,41 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2 264 | −19,14 | 247 | −15,41 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 11 089 | −9,27 | 1 212 | −5,24 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 466 | −33,81 | 925 | −30,82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 071 | −47,36 | 345 | −39,75 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 2 085 | −79,46 | 228 | −78,61 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 959 | −0,30 | 323 | 4,19 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 23 199 | 9,56 | 2 444 | 3,25 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 3 254 | 0,00 | 356 | 4,41 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2 162 | 236 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 13 874 | −12,14 | 1 516 | −8,18 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 3 997 | −0,37 | 437 | 4,06 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 857 | 0,00 | 312 | 4,70 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 023 | 10,04 | 440 | 14,92 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 20 827 | 0,23 | 2 276 | 4,74 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 20 254 | 4,15 | 2 214 | 8,85 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 23 277 | −7,11 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 129 280 | 31,32 | 14 129 | 37,25 | ||||
| 2025-08-07 | 13F | Teachers Retirement System Of The State Of Kentucky | 11 553 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 6 232 | −9,63 | 681 | −5,55 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2 309 | −15,54 | 252 | −11,58 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 25 501 | 3,08 | 2 787 | 7,69 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 332 | −74,06 | 255 | −72,98 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5 157 | 564 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3 147 287 | −15,26 | 343 967 | −11,44 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 45 845 | 0,73 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 461 545 | 1,69 | 159 732 | 6,28 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 133 | 94,01 | 124 | 101,64 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 13 692 | 0,24 | 1 496 | 4,76 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 140 | 0,00 | 15 | 7,14 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 313 | −8,81 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 7 035 | −15,58 | 769 | −11,83 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13 686 | −4,62 | 1 505 | 0,27 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 19 132 | 1,68 | 2 091 | 6,25 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 5 509 | −0,36 | 602 | 4,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 29 981 | −0,20 | 3 277 | 4,30 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 3 317 | 31,73 | 363 | 37,64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 147 887 | 9,71 | 16 163 | 14,66 | ||||
| 2025-05-14 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 915 | −13,11 | 100 | −9,09 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 27 931 | 2,38 | 3 053 | 7,01 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 155 274 | 1,91 | 16 970 | 6,51 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 287 210 | 7,33 | 31 389 | 12,18 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 548 113 | 3,11 | 59 903 | 7,76 | ||||
| 2025-07-16 | 13F | American National Bank | 23 758 | −0,30 | 2 597 | 4,22 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 705 168 | −1,13 | 186 358 | 3,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 7 897 | 8,68 | 863 | 13,70 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2 810 | 0,00 | 294 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 59 256 | −50,23 | 6 476 | −47,98 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2 286 | −5,50 | 250 | −1,19 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 67 278 | −2,14 | 7 353 | 2,27 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 7 846 | 0,62 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 247 | −11,79 | 27 | −10,34 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 818 | −7,10 | 417 | −2,80 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 2 040 | 0,00 | 223 | 4,23 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 14 760 | 4,26 | 1 610 | 8,86 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 156 171 | −35,96 | 17 068 | −33,07 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 11 520 | 0,35 | 1 259 | 4,92 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 5 059 | −3,20 | 553 | 1,10 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 700 | 23,66 | 404 | 29,49 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 104 430 | 0,46 | 11 413 | 5,01 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 067 | −9,04 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 61 075 | −30,92 | 6 675 | −27,81 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 165 311 | −0,65 | 18 518 | 18,13 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 189 832 | 1,82 | 20 747 | 6,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 348 140 | −1,29 | 38 048 | 3,17 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 12 268 | 0,00 | 1 341 | 4,52 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 401 | 0,25 | 44 | 4,88 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 37 761 | −32,58 | 4 127 | −29,54 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 59 818 | 2,29 | 6 538 | 6,90 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 26 892 | 2,63 | 2 966 | 8,25 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 824 | 0,00 | 90 | 4,65 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 23 170 | −0,25 | 2 532 | 4,28 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 151 744 | −0,62 | 17 322 | 11,45 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | LPF Advisors LLC | 21 089 | 12,93 | 2 205 | 2,51 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 11 683 | −3,27 | 1 277 | 1,11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 62 | 7 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1 945 | −14,88 | 213 | −10,92 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2 979 | 2,76 | 326 | 7,26 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 42 129 | −29,83 | 4 604 | −26,66 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 9 884 | 3,05 | 1 080 | 7,78 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 3 462 | 378 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 182 659 | −6,01 | 19 963 | −1,77 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 20 845 | −0,08 | 2 180 | −0,09 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4 666 | −13,85 | 510 | −3,96 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 80 662 | −31,76 | 8 816 | −28,69 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 6 283 | 687 | ||||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 141 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | State Street Corp | 865 925 | 61,26 | 94 637 | 68,54 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 11 411 | 0,40 | 1 247 | 4,97 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 079 | −5,89 | 555 | −1,60 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 7 011 | 17,05 | 766 | 30,72 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 93 907 | −2,41 | 10 263 | 2,00 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 19 210 | −5,50 | 2 099 | −1,22 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 9 787 | −0,46 | 1 070 | 3,99 | ||||
| 2025-08-19 | 13F | Marex Group plc | 6 110 | 668 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 142 111 | 8,76 | 15 531 | 13,67 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 2 392 | 9,93 | 261 | 14,98 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 8 304 | −29,71 | 908 | −30,50 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 96 542 | 3,46 | 10 551 | 8,14 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 44 065 | −6,46 | 4 816 | −2,25 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8 624 | 0,00 | 943 | 4,55 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 37 257 | 4,94 | 4 072 | 9,67 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 19 379 | −18,91 | 2 118 | −15,29 | ||||
| 2025-07-24 | 13F | Conning Inc. | 394 331 | −0,18 | 43 096 | 4,33 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 387 319 | 3,51 | 42 330 | 8,18 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 51 036 | 6,96 | 5 337 | −2,93 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 531 929 | 75,26 | 58 135 | 83,17 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 4 543 | 9,29 | 475 | −0,63 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 841 | 0,00 | 310 | 4,38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 38 121 | 37,68 | 4 166 | 43,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 838 783 | −2,60 | 91 671 | 1,80 | ||||
| 2025-08-12 | 13F | Main Management LLC | 905 | −16,05 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 6 026 | 0,89 | 659 | 5,45 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 001 | −12,29 | 547 | −16,89 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3 974 | 25,68 | 434 | 31,52 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 170 | 36,00 | 19 | 38,46 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 3 000 | 0,00 | 314 | −9,28 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 4 779 | 0,00 | 522 | 4,61 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 9 834 | −0,13 | 1 075 | 4,37 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 161 770 | 7,34 | 17 680 | 12,18 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 5 083 | −93,56 | 556 | −93,28 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 305 271 | −1,47 | 33 363 | 2,98 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 842 155 | 1,59 | 92 039 | 6,18 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 157 245 | 5,06 | 17 185 | 9,80 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 136 881 | −14,80 | 14 960 | −10,96 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 956 | 0,00 | 105 | 4,00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7 250 | −10,90 | 792 | −6,82 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 5 546 | −3,23 | 1 | |||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 47 738 | 12,25 | 5 217 | 17,32 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 182 | −8,51 | 238 | −4,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 57 040 | −2,40 | 6 234 | 2,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 627 | 21,23 | 287 | 26,99 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 20 708 | −0,27 | 2 263 | 4,24 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 9 340 | 0,26 | 1 021 | 4,72 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 2 911 | −0,58 | 318 | 3,92 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 562 | −2,14 | 389 | 5,14 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 93 | 0,00 | 10 | 11,11 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 3 770 | 1,34 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 72 718 | 0,43 | 7 947 | 4,97 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 27 479 | 6,43 | 3 003 | 11,26 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 35 643 | 2,48 | 3 895 | 7,09 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 10 017 | 18,64 | 1 095 | 24,04 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 230 735 | 49,31 | 23 103 | 26,23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 248 736 | −53,25 | 27 184 | −51,14 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 75 | −35,34 | 8 | −33,33 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 744 | 13,53 | 287 | 2,51 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 50 208 | 3,11 | 5 487 | 7,78 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 25 959 | −2,20 | 2 837 | 2,23 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 14 735 | −0,10 | 1 610 | 4,41 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 51 | −93,23 | 6 | −93,59 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 495 688 | −0,08 | 54 174 | 4,43 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 925 | −7,22 | 11 030 | −3,02 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9 615 | 4,49 | 1 051 | −0,94 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 19 933 | 0,00 | 2 178 | 4,51 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 10 481 | 9,36 | 1 145 | 14,27 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 20 012 | 511,05 | 1 000 | 192,40 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 95 897 | 2,33 | 10 028 | −7,13 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 153 | −42,70 | 17 | −40,74 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8 340 | 0,17 | 911 | 4,71 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 3 487 | −2,19 | 381 | 2,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 92 559 | −2,94 | 10 116 | 1,44 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 264 852 | −5,34 | 28 946 | −1,07 | ||||
| 2025-04-11 | 13F | Tealwood Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 273 | −11,81 | 576 | −8,00 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1 840 | 201 | ||||||
| 2025-04-28 | 13F | Financial Advisory Corp /ut/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 78 641 | −38,80 | 8 595 | −36,04 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 347 393 | 14,11 | 37 967 | 19,26 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 1 885 | 0 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 112 318 | −0,96 | 12 275 | 3,51 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 498 | 11,96 | 164 | 17,27 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5 039 | −29,53 | 551 | −26,37 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 37 362 | 2,61 | 4 083 | 7,25 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 710 797 | −0,13 | 186 973 | 4,37 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 38 276 | 12,32 | 4 183 | 17,40 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 13 642 | −40,60 | 1 491 | −37,94 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 474 | −6,51 | 52 | −1,92 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 479 548 | 75,91 | 52 410 | 83,45 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 3 701 | −9,07 | 404 | −4,94 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 489 981 | −0,06 | 53 550 | 4,45 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 67 805 | −0,32 | 7 410 | 4,18 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 123 | −10,87 | 13 | −13,33 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 242 315 | 2,51 | 24 263 | −13,34 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 286 | 8,94 | 796 | 13,88 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 489 524 | 11,75 | 53 509 | 16,79 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 2 099 | 229 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 84 140 | −2,04 | 9 196 | 2,38 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 66 308 | −31,31 | 7 247 | −28,21 | ||||
| 2025-08-28 | NP | TEBRX - The Teberg Fund | 18 999 | 0,00 | 2 076 | 4,53 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 8 566 | −6,98 | 958 | 2,35 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 3 724 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 628 393 | 27,37 | 68 604 | 34,00 | ||||
| 2025-05-15 | 13F | Mcdonald Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 25 107 | −1,75 | 2 744 | 2,66 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 30 461 | 6,10 | 3 329 | 10,89 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3 151 | 62,42 | 352 | 73,76 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 12 828 | 88,12 | 1 447 | 112,79 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 320 950 | 35 077 | ||||||
| 2025-08-14 | 13F | Granite FO LLC | 28 035 | 13,36 | 3 064 | 18,45 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 7 641 | 835 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6 589 | −0,29 | 720 | 4,35 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 10 931 | −36,41 | 1 195 | −33,56 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 202 495 | −15,84 | 22 131 | −12,04 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4 482 | −0,62 | 490 | 3,82 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 158 619 | −16,63 | 17 542 | −11,83 | ||||
| 2025-05-06 | 13F | Princeton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 244 698 | −0,13 | 26 743 | 4,38 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 87 | 1,16 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2 906 | 0,00 | 318 | 4,62 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 80 | 1,27 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 7 146 | 5,65 | 781 | 8,64 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 404 890 | 26,07 | 44 250 | 19,58 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 3 000 | −8,93 | 328 | −4,94 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 207 689 | −0,65 | 22 698 | 3,83 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4 617 | 505 | ||||||
| 2025-08-08 | 13F | Alberta Investment Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 34 992 | 29,41 | 3 824 | 35,27 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 157 544 | 1,08 | 17 218 | 107 506,25 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 3 594 | 0,00 | 393 | 4,53 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 19 706 | −92,71 | 2 154 | −92,38 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 034 | −9,33 | 441 | −5,38 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 487 616 | 3,70 | 53 292 | 8,38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 127 | 342 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 15 798 | −3,19 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 2 240 | 0,00 | 245 | 4,27 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 359 749 | 7,24 | 39 389 | 12,89 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 48 720 | 0,00 | 5 325 | 4,52 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 1 969 | 0,66 | 215 | 5,39 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 2 155 | −30,48 | 236 | −27,47 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 12 244 | 11,49 | 1 338 | 16,55 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 247 973 | −10,48 | 27 101 | −6,44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 606 | 184 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 239 211 | −3,29 | 26 | 4,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 851 | 3,61 | 421 | 8,25 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 130 | −2,96 | 4 759 | 14,87 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 27 357 | 6,84 | 2 990 | 11,65 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 5 336 | −0,28 | 583 | 4,29 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 86 117 | 3,08 | 9 | 12,50 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 6 913 | −7,00 | 756 | −2,83 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 323 | 1 596,15 | 145 | 1 500,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26 062 | 10,03 | 2 947 | 19,02 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 130 199 | −29,93 | 14 229 | −26,76 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 56 805 | −8,19 | 6 208 | −4,03 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 592 | 0,00 | 283 | 4,43 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 364 200 | −19,53 | 39 803 | −15,90 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 7 165 | −9,17 | 783 | −13,77 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 2 905 | 9,05 | 317 | 14,03 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 7 722 | −6,28 | 844 | −2,09 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 162 | 18 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 223 686 | 1,67 | 24 447 | 6,26 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 24 129 | 16,36 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 115 | −35,84 | 450 | −32,99 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 42 331 | −38,63 | 5 | −42,86 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 2 305 | 12,49 | 252 | 17,29 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 30 389 | −26,13 | 3 043 | −37,56 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 376 | −8,66 | 915 | −4,49 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2 578 | −1,23 | 282 | 3,31 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 132 434 | 0,00 | 14 474 | 4,51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 907 424 | 17,14 | 99 172 | 22,42 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 11 686 | 1 277 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 2 786 | 12,07 | 305 | 16,92 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 27 586 | −4,98 | 3 015 | −0,72 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 607 | −16,09 | 285 | −12,35 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 3 696 | −33,88 | 404 | −30,99 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 2 625 | 0,00 | 287 | 4,38 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 635 | 0,00 | 69 | 4,55 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1 942 | 212 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 3 877 | −6,60 | 424 | −2,53 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 249 136 | 28 108 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7 548 | 1,73 | 825 | 6,32 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 8 208 | 0,00 | 897 | 4,55 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 861 | 0 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 19 922 | −0,31 | 2 177 | 4,21 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 7 967 | 0,05 | 871 | 4,57 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 3 350 | 0,00 | 366 | 4,57 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 535 264 | −5,93 | 58 | −1,69 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 717 | 5,84 | 297 | 10,45 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 656 | −38,05 | 72 | −35,45 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 186 441 | −3,19 | 20 376 | 1,18 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 75 345 | 9,27 | 8 234 | 14,20 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 17 850 | −5,55 | 1 951 | −1,32 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 310 | −2,75 | 471 | 1,73 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 206 646 | −0,31 | 22 584 | 4,19 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 16 550 | −0,08 | 1 809 | 4,45 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 24 164 | −28,19 | 2 721 | −22,68 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 20 862 | −10,03 | 2 280 | −5,94 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 64 448 | −11,77 | 7 044 | −7,79 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 136 696 | 19,49 | 14 939 | 24,89 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 51 310 | −4,91 | 5 138 | −19,61 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 5 808 | 0,00 | 635 | 4,45 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 14 156 | 0,78 | 1 547 | 5,38 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 6 017 | 0,00 | 658 | 4,45 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 43 313 | −0,95 | 4 734 | 3,52 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8 006 | −7,56 | 1 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 212 997 | 0,85 | 23 278 | 5,40 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 700 | 0,00 | 77 | 4,11 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 832 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 720 | 79 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30 298 | −84,20 | 3 311 | −83,49 | ||||
| 2025-07-18 | 13F | jvl associates llc | 148 931 | −6,38 | 16 277 | −2,16 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 41 701 | 2,07 | 4 558 | 6,67 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 79 802 | 8,78 | 8 722 | 13,69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12 751 | −2,37 | 1 394 | 2,05 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 228 053 | −8,47 | 24 924 | −4,34 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 847 352 | 264,35 | 92 607 | 280,80 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 4 594 | −0,91 | 502 | 3,72 | ||||
| 2025-04-10 | 13F | GenWealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 88 420 | −1,51 | 9 663 | 2,94 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 055 | −0,82 | 225 | 3,70 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 33 015 | 12,68 | 3 608 | 17,79 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 299 | −77,50 | 33 | −76,81 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 8 792 | 2,20 | 961 | 6,79 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 21 163 | −5,55 | 2 313 | −1,32 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 177 234 | 3,15 | 19 370 | 7,80 | ||||
| 2025-08-12 | 13F | Bank OZK | 6 875 | −17,79 | 751 | −14,07 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 151 | −10,75 | 235 | −6,75 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 3 520 | −9,09 | 394 | −2,72 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 15 772 | −6,63 | 1 724 | −2,43 | ||||
| 2025-08-05 | 13F | Allstate Corp | 5 000 | 0,00 | 546 | 4,60 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 2 485 | 4,54 | 272 | 9,27 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 346 981 | 2,51 | 38 501 | 6,95 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 417 | −51,90 | 46 | −50,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 604 727 | 13,39 | 66 091 | 18,50 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 665 | −5,66 | 1 166 | −1,44 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 20 089 | 11,83 | 2 196 | 16,88 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 101 | 0,00 | 429 | −9,32 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 4 180 | −36,64 | 457 | −33,82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1 315 | 8 666,67 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 190 715 | −39,47 | 21 091 | −35,98 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 989 900 | −6,46 | 217 476 | −2,24 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 43 730 | −3,32 | 4 779 | 1,06 | ||||
| 2025-07-28 | 13F | Corundum Trust Company, INC | 32 298 | −2,98 | 3 530 | 1,38 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 9 278 | −1,28 | 1 014 | 3,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 553 404 | −2,97 | 60 482 | 1,41 | ||||
| 2025-07-09 | 13F | Emprise Bank | 6 580 | 0,00 | 719 | 4,51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 51 054 | −13,17 | 5 580 | −9,26 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 7 448 | 814 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4 954 | 0,39 | 541 | 4,84 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 17 747 | −7,11 | 1 940 | −2,90 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 215 002 | 8,47 | 23 498 | 13,36 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 4 515 | 0,02 | 493 | 4,45 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 55 167 | 91,85 | 6 029 | 100,57 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 7 485 | −59,95 | 818 | −58,19 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 7 861 | −26,07 | 859 | −22,68 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1 699 | 186 | ||||||
| 2025-05-07 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 8 910 | 5,98 | 974 | 10,69 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 19 805 | 33,65 | 2 071 | 21,32 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 533 | 0,00 | 60 | 11,32 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 11 805 | −50,05 | 1 290 | −47,79 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 12 232 | −0,61 | 1 337 | 3,89 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 12 115 | 1 324 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 14 814 | 124,59 | 1 619 | 134,98 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23 260 | 6,43 | 2 542 | 11,25 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 832 | 9,62 | 91 | 13,92 | ||||
| 2025-08-06 | 13F | Swf Llc | 599 244 | 6 382,52 | 65 491 | 6 679,61 | ||||
| 2025-04-22 | 13F | Three Cord True Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 150 000 | −92,16 | 16 394 | −91,80 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 4 449 | 0,00 | 486 | 4,52 | ||||
| 2025-04-29 | 13F | Moody Aldrich Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 6 298 | 0,00 | 688 | 4,56 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 904 | −85,16 | 1 082 | −84,38 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 229 | 0,00 | 134 | 4,69 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 74 144 | 18,72 | 8 103 | 24,09 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 2 795 | 12,07 | 305 | 17,31 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 675 782 | −12,99 | 73 856 | −9,07 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 19 138 | −19,59 | 2 092 | −5,85 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 31 988 | 10,41 | 3 496 | 15,38 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 6 644 | −0,70 | 726 | 3,86 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 21 279 | 6,09 | 2 326 | 10,87 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 162 145 | 37,16 | 17 721 | 43,35 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 17 493 | −11,89 | 1 912 | −7,95 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 780 | 3,02 | 850 | 7,73 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 243 190 | −19,60 | 26 578 | −15,97 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12 539 | −13,99 | 1 370 | −10,10 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4 742 | 7,92 | 518 | 12,85 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 179 230 | −14,38 | 19 588 | −10,52 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 2 690 | −0,41 | 294 | 4,26 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 20 093 | −1,12 | 2 196 | 3,39 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 868 | 204 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 932 | −1,97 | 320 | 2,56 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 34 586 | −14,91 | 3 780 | −11,08 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 301 | −1,52 | 579 | 3,02 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 42 941 | 23,41 | 3 830 | 5,28 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24 819 | 11,67 | 2 713 | 16,70 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 154 292 | 7,48 | 16 863 | 12,33 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 23 977 | 2,85 | 2 621 | 7,51 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2 371 | 3,00 | 259 | 7,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 24 172 | −19,33 | 2 642 | −15,70 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 30 458 | 29,16 | 3 329 | 35,01 | ||||
| 2025-08-04 | 13F | Balentine LLC | 22 259 | 29,87 | 2 433 | 35,71 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 13 660 | 0,37 | 1 493 | 4,85 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 419 097 | −2,23 | 1 029 413 | 2,19 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 224 493 | −3,09 | 24 535 | 1,28 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 347 595 | 1,54 | 37 989 | 6,12 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 11 179 | −2,51 | 1 222 | 1,83 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 457 114 | −2,54 | 49 958 | 1,86 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 2 529 | −8,93 | 276 | −4,83 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 173 020 | −19,37 | 18 909 | −15,74 | ||||
| 2025-07-22 | 13F | Legacy Trust | 76 196 | 3,00 | 8 327 | 7,65 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14 001 | −59,57 | 1 530 | −57,75 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 131 672 | −3,22 | 14 390 | 1,15 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 27 407 | −5,84 | 2 996 | −1,58 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 14 803 | 52,29 | 1 618 | 59,15 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 415 | 0,37 | 264 | 4,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16 369 514 | −19,47 | 1 789 024 | −15,84 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 405 357 | −17,27 | 44 301 | −13,53 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 542 357 | −2,36 | 59 274 | 2,05 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 232 046 | 0,03 | 135 | 4,69 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 47 809 | 4,31 | 5 235 | 9,22 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3 305 | 29,15 | 361 | 35,21 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 340 953 | 9,59 | 35 653 | −0,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 22 778 | −1,70 | 2 489 | 2,72 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 7 195 | 13,06 | 786 | 4,80 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 117 512 | −5,41 | 12 843 | −1,15 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 112 436 | −14,31 | 12 288 | −10,44 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 1 941 | −12,80 | 212 | −8,62 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 35 510 | 4,22 | 3 881 | 8,93 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 15 833 | 46,30 | 2 | 0,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 20 750 | 10,67 | 2 268 | 15,66 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 2 828 | −1,67 | 309 | 3,00 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 83 530 | 0,00 | 9 129 | 4,51 |
