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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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 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 24 691 | −8,19 | 2 745 | −2,42 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 2 187 | 1,58 | 239 | 6,22 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 28 303 | −1,86 | 3 093 | 2,59 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 762 | 0,00 | 83 | 5,06 | ||||
2025-07-16 | 13F/A | CX Institutional | 64 525 | 16,45 | 7 | 40,00 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 95 | 0,00 | 10 | 11,11 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 11 396 | −0,10 | 1 245 | 4,45 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 1 088 | 0,00 | 119 | 4,42 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 420 | −28,57 | 47 | −24,59 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 82 | −26,13 | 9 | −27,27 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 12 677 | −1,78 | 1 385 | 2,67 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 17 714 | −3,82 | 1 936 | 10,19 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 4 445 | −7,42 | 486 | −3,39 | ||||
2025-05-29 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 20 596 | −0,32 | 2 251 | 4,17 | ||||
2025-07-16 | 13F | Banque Pictet & Cie Sa | 5 249 | 14,13 | 574 | 19,38 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 744 | −2,75 | 81 | 2,53 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 2 217 | 0,05 | 242 | 4,76 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 6 928 | 0,00 | 757 | 4,56 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Pine Ridge Advisers LLC | 347 136 | 0,57 | 37 938 | 5,11 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89 156 | 4,13 | 9 744 | 8,82 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36 259 | −4,36 | 3 963 | −0,05 | ||||
2025-08-14 | 13F | Betterment LLC | 40 584 | −19,93 | 4 | −20,00 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 25 645 | 0,11 | 2 803 | 4,63 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 81 268 | −26,85 | 8 882 | −23,55 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 14 594 | −0,84 | 1 595 | 3,57 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 5 880 | 0,05 | 643 | 4,56 | ||||
2025-07-18 | 13F | Rogco, Lp | 13 677 | 2,08 | 1 495 | 6,64 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 541 | 0,00 | 168 | 4,35 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 777 | 0,06 | 194 | 4,86 | ||||
2025-08-12 | 13F | Private Management Group Inc | 3 364 | −4,00 | 368 | 0,27 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 135 543 | 423 471,88 | 14 813 | 493 666,67 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 105 225 | 51,45 | 11 500 | 58,53 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 8 019 | −3,78 | 876 | 0,57 | ||||
2025-07-24 | 13F | Eastern Bank | 11 994 | −5,24 | 1 311 | −0,98 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 73 037 | 4,53 | 7 982 | 9,25 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 28 828 | 13,30 | 3 151 | 18,42 | ||||
2025-08-14 | 13F | Mangrove Partners | 232 878 | 4,29 | 25 451 | 9,00 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rathbone Brothers plc | 13 574 | −0,22 | 1 484 | 4,29 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 802 | −22,43 | 197 | −19,01 | ||||
2025-05-07 | 13F | Intellus Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 28 694 | −1,03 | 3 136 | 3,43 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 55 208 | 6,31 | 6 361 | 17,15 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 5 404 | −17,21 | 591 | −13,49 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 61 989 | −1,17 | 6 775 | 3,28 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 101 760 | 3,39 | 11 121 | 8,05 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 2 876 | −45,52 | 314 | −43,01 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 137 | 114,06 | 0 | |||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 85 812 | −5,04 | 9 509 | 5,39 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 849 282 | −5,22 | 311 398 | −0,95 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 21 544 | −13,31 | 2 355 | −9,39 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 33 785 | −0,98 | 3 692 | 3,50 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 21 003 | 5,79 | 2 | 0,00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 13 488 | 9,01 | 1 474 | 14,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 8 132 | 1,96 | 889 | −4,93 | ||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 3 068 | 0,36 | 335 | 7,72 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 16 457 | 2,38 | 1 799 | 7,02 | ||||
2025-08-06 | 13F | S&t Bank/pa | 7 638 | 0,00 | 835 | 4,51 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 20 844 | 189,34 | 2 180 | 162,53 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 13 001 | −0,56 | 1 421 | 3,88 | ||||
2025-04-24 | 13F | Financial Life Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 919 | 0,00 | 100 | 4,17 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 39 171 | 1 924,34 | 4 281 | 2 019,31 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 5 394 | 1,62 | 589 | 6,13 | ||||
2025-07-24 | 13F | Ashford Advisors, LLC | 1 290 | −64,99 | 548 | 42,08 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 16 575 | 10,97 | 1 811 | 16,02 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 60 965 | 4,19 | 6 663 | 8,89 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2 596 | −2,66 | 284 | 1,80 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 6 883 | −2,31 | 752 | 2,17 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 67 967 | 5,71 | 7 428 | 10,49 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 48 781 | 44,25 | 5 331 | 50,76 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 30 342 | −9,02 | 3 316 | −4,90 | ||||
2025-08-07 | 13F | Nwam Llc | 27 670 | −51,36 | 3 087 | −48,12 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 23 172 | −48,98 | 2 533 | −46,68 | ||||
2025-07-30 | 13F | Sterling Investment Management, Inc. | 2 974 | −3,72 | 325 | 0,62 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 153 343 | −37,86 | 16 759 | −35,06 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 48 843 | −2,94 | 5 338 | 1,44 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 487 | 19,32 | 992 | 16,98 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 56 946 | −0,29 | 5 955 | −9,51 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 33 046 | 6,17 | 3 612 | 10,97 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 10 108 | −12,57 | 1 105 | −8,61 | ||||
2025-08-08 | 13F | King Wealth | 189 442 | 0,16 | 21 | 5,26 | ||||
2025-07-16 | 13F | Embree Financial Group | 97 487 | −14,19 | 10 654 | −10,31 | ||||
2025-08-08 | 13F | Petix & Botte Co | 2 202 | 0,00 | 241 | 4,35 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 25 173 | −13,44 | 2 751 | −9,51 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 25 528 | −8,97 | 2 815 | −3,99 | ||||
2025-08-07 | 13F | Gs Investments, Inc. | 10 470 | −3,46 | 1 144 | 0,88 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 414 585 | −27,14 | 45 310 | −23,85 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15 144 | −5,59 | 1 655 | −1,31 | ||||
2025-07-30 | 13F | Ardent Capital Management, Inc. | 6 196 | 0,00 | 677 | 4,64 | ||||
2025-08-14 | 13F | Bluefin Capital Management, Llc | 4 832 | 528 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 247 706 | −4,88 | 27 072 | −0,59 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 2 712 | −14,64 | 296 | −10,84 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 38 156 | 1,34 | 4 170 | 5,92 | ||||
2025-05-15 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 54 275 | 0,00 | 5 932 | 4,49 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 135 274 | 1,88 | 14 146 | −7,54 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 173 | −71,36 | 18 | −71,87 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 2 582 | −17,14 | 282 | −13,23 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 37 840 | −8,81 | 4 136 | −4,70 | ||||
2025-07-23 | 13F | Richwood Investment Advisors, LLC | 72 496 | 0,95 | 7 923 | 5,51 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 2 105 | 0,57 | 230 | 5,50 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7 879 | −1,73 | 861 | 2,74 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 524 527 | −35,27 | 57 326 | −32,35 | ||||
2025-08-14 | 13F | First Foundation Advisors | 9 538 | −1,02 | 1 042 | 3,48 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 3 378 | −35,55 | 369 | −32,66 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 927 | −55,58 | 101 | −53,67 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 12 264 | −1,05 | 1 340 | 3,40 | ||||
2025-07-15 | 13F | IMS Capital Management | 4 860 | 0,00 | 531 | 4,53 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 1 700 | 0,00 | 186 | 4,52 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 5 673 | −65,43 | 620 | −63,93 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 2 800 | 0,00 | 306 | 4,79 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 | 4 000 | −48,05 | 418 | −52,87 | ||||
2025-04-17 | 13F | Partners Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 5 102 | 0,00 | 558 | 4,50 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Trilogy Capital Inc. | 384 315 | 23,44 | 42 002 | 29,01 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 3 393 | −9,66 | 371 | −5,61 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 63 646 | −47,61 | 6 956 | −45,24 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 36 583 | 4,76 | 3 998 | 9,50 | ||||
2025-08-05 | 13F | Navalign, LLC | 195 745 | 2,30 | 21 393 | 6,92 | ||||
2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 42 919 | 9,96 | 4 522 | 3,64 | ||||
2025-07-30 | 13F | Retirement Planning Group | 27 904 | −6,90 | 3 050 | −2,71 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 41 051 | −13,42 | 4 487 | −9,52 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 69 622 | 0,39 | 7 609 | 4,92 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 983 | 0,00 | 326 | 4,82 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 833 | −29,40 | 419 | −26,28 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 5 636 | 1,18 | 616 | 5,67 | ||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 787 565 | 73,14 | 86 073 | 80,96 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 15 682 | 1 714 | ||||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2 772 | 14,59 | 303 | 19,84 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 86 666 | 14,65 | 9 472 | 19,83 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 2 248 | −51,81 | 246 | −49,69 | ||||
2025-07-18 | 13F | Panoramic Capital Partners, LLC | 118 303 | 22,78 | 13 378 | 53,32 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 10 641 | 19,78 | 1 163 | 25,08 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 2 361 858 | 5,33 | 258 127 | 10,09 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 23 043 | 3,56 | 2 655 | 14,14 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 10 196 | −6,84 | 1 114 | −2,62 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 9 656 104 | 10,66 | 1 055 316 | 15,65 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 840 922 | −6,48 | 92 | −3,19 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 3 047 | 333 | ||||||
2025-07-18 | 13F | Swp Financial Llc | 17 662 | 0,02 | 1 930 | 4,55 | ||||
2025-07-09 | 13F | Fjell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | General Partner, Inc. | 14 115 | 0,00 | 1 543 | 4,47 | ||||
2025-05-15 | 13F | Twin Tree Management, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 464 245 | 6,10 | 50 737 | 10,89 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 3 319 | 0,24 | 363 | 4,62 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 17 796 | −1,48 | 1 861 | −10,62 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 10 220 | 1,70 | 1 117 | 6,29 | ||||
2025-07-09 | 13F | Exchange Bank | 5 558 | −0,61 | 607 | 3,94 | ||||
2025-07-15 | 13F | Tepp RIA, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 61 512 | 2,60 | 6 723 | 7,23 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5 029 | 105,27 | 550 | 114,45 | ||||
2025-06-23 | NP | PSSMX - SmallCap S&P 600 Index Fund R-3 | 14 744 | 0,00 | 1 476 | −15,46 | ||||
2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 16 714 | 11,90 | 1 761 | 5,51 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 23 850 | 0,00 | 2 607 | 4,53 | ||||
2025-08-04 | 13F | Atria Investments Llc | 57 647 | −4,74 | 6 300 | −0,44 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 005 | 0,00 | 62 | 6,90 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13 728 611 | 11 144,76 | 126 | −99,02 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 11 175 | −0,48 | 1 221 | 4,00 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 5 032 | 7,00 | 550 | 11,81 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 56 971 | −3,16 | 6 382 | 15,14 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 5 958 | 0,00 | 651 | 4,49 | ||||
2025-07-15 | 13F | BCS Wealth Management | 2 406 | 16,18 | 0 | |||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 19 627 | −7,95 | 2 145 | −3,77 | ||||
2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 14 173 | 0,00 | 1 493 | −5,74 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 29 191 | 7,55 | 3 301 | 28,86 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 16 819 881 | −5,56 | 1 838 231 | −1,30 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 105 945 | 11 579 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240 184 | 19,61 | 26 250 | 25,01 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 30 106 | 1,21 | 3 290 | 5,79 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 570 720 | −0,28 | 62 374 | 4,22 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 1 865 | 204 | ||||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 24 260 | 0,16 | 2 651 | 4,70 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 2 791 | −2,04 | 305 | 2,69 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 382 609 | 17,64 | 41 815 | 22,95 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 290 589 | 63,48 | 31 759 | 70,86 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | Put | 4 500 | 0,00 | 492 | 4,47 | |||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 36 753 | −9,07 | 4 017 | −4,97 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Forte Asset Management Llc | 6 331 | −34,48 | 692 | −31,58 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 37 482 | −11,27 | 4 096 | −7,27 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 4 255 | 465 | ||||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 68 803 | 1,53 | 7 520 | 6,11 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 151 668 | 25,54 | 17 | 33,33 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 20 321 | 0,61 | 2 221 | 5,11 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 19 033 | −9,17 | 2 080 | −5,07 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 7 769 | −1,48 | 849 | 3,03 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 6 560 | −0,61 | 717 | 3,77 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 5 859 | 0,00 | 613 | 0,00 | ||||
2025-05-14 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 2 045 | −3,26 | 224 | −8,23 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 351 | 38 | ||||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 6 044 | −3,59 | 661 | 0,76 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 65 120 | 12,09 | 7 117 | 17,15 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 9 482 | −26,39 | 1 036 | −23,09 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 3 473 | 0,32 | 380 | 4,99 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 496 | 0,00 | 54 | 5,88 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 7 500 | 0,00 | 820 | 4,46 | ||||
2025-07-23 | 13F | Charter Trust Co | 235 313 | 0,35 | 25 717 | 4,88 | ||||
2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 5 607 | 0,20 | 613 | 4,62 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 14 214 | 0,00 | 1 553 | 4,51 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 126 167 | 262,49 | 13 789 | 278,90 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 202 401 | 0,04 | 22 120 | 4,55 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 99 648 | −2,32 | 10 891 | 2,09 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 127 202 | −1,14 | 13 902 | 3,32 | ||||
2025-07-15 | 13F | Northside Capital Management, LLC | 3 158 | 0,00 | 345 | 4,55 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 96 554 | −4,62 | 10 552 | −0,31 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 328 782 | 6,37 | 35 933 | 11,17 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 4 602 | −4,11 | 503 | 0,20 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 16 021 | −0,73 | 1 751 | 3,73 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 3 672 | 0,00 | 0 | |||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 5 779 | 0,00 | 632 | 4,47 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4 209 | 4,47 | 460 | 9,26 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 4 046 | −0,27 | 442 | 4,25 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 22 316 | 67,10 | 2 439 | 74,64 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 19 125 | 16,87 | 2 090 | 22,15 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 8 470 | −7,36 | 926 | −3,24 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 5 563 | −37,10 | 608 | −34,31 | ||||
2025-08-07 | 13F | Midwest Trust Co | 231 622 | 25 314 | ||||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 3 244 | −0,31 | 355 | 4,12 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 147 | 0,00 | 16 | 6,67 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 132 728 | −1,25 | 14 506 | 3,20 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 2 380 295 | −5,53 | 260 142 | −1,26 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 6 155 | 0,11 | 673 | 4,67 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 67 | 0,00 | 7 | 0,00 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 118 119 | −8,21 | 12 909 | −4,07 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 17 711 | −13,29 | 1 936 | −9,37 | ||||
2025-08-04 | 13F | Assetmark, Inc | 977 507 | 0,77 | 106 832 | 5,32 | ||||
2025-07-16 | 13F | Amarillo National Bank | 2 121 | 0,00 | 232 | 4,52 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 62 685 | 2,09 | 6 851 | 6,70 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 60 074 | −0,60 | 6 565 | 3,88 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 628 | 0,00 | 69 | −5,56 | ||||
2025-07-25 | 13F | Cwm, Llc | 148 936 | −35,80 | 16 | −33,33 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 35 845 | 23,94 | 3 918 | 29,53 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 241 011 | 13,93 | 26 340 | 19,08 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 1 885 | 0 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 171 236 | 1,38 | 18 714 | 5,97 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 21 687 | 0,10 | 2 370 | 4,64 | ||||
2025-07-14 | 13F | Argentarii, LLC | 7 730 | −16,43 | 845 | −12,72 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 2 294 | −19,34 | 251 | −15,82 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 71 000 | 233,10 | 7 760 | 248,25 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 2 486 | 4,45 | 272 | 9,27 | ||||
2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-29 | 13F | Ceera Investments, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 189 | 49,32 | 1 030 | 183,75 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 125 813 | −2,45 | 14 | 0,00 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 94 245 | −3,16 | 10 300 | 1,22 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 21 823 | 7,89 | 2 385 | 12,77 | ||||
2025-08-12 | 13F | Eley Financial Management, Inc | 29 753 | 2,37 | 3 252 | 6,77 | ||||
2025-07-24 | 13F | Lee Financial Co | 46 494 | 3,16 | 5 081 | 7,81 | ||||
2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 87 826 | −4,24 | 9 600 | 0,09 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 401 840 | −14,62 | 43 917 | −10,77 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 3 955 | −10,15 | 432 | −6,09 | ||||
2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 139 695 | 3,01 | 15 267 | 12,43 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 516 031 | −1,52 | 56 397 | 2,93 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 472 | −56,87 | 270 | −54,92 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 82 | −57,29 | 9 | −60,00 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 81 | 0,00 | 0 | |||||
2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 132 639 | 7,86 | 13 281 | −8,81 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 8 077 | 883 | ||||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 516 | 34,26 | 1 368 | 40,35 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 401 487 | 0,65 | 43 878 | 5,19 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 138 647 | −7,74 | 15 153 | −3,58 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 119 971 | −5,60 | 122 402 | −1,34 | ||||
2025-07-10 | 13F | Security National Bank | 7 025 | −0,75 | 768 | 3,65 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 148 182 | −7,49 | 16 195 | −3,32 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3 516 | 0,00 | 384 | 4,63 | ||||
2025-07-17 | 13F | SWS Partners | 14 725 | −10,18 | 1 609 | −6,13 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 47 117 | −53,14 | 5 149 | −51,03 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 17 995 | −1,27 | 1 967 | 3,20 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 206 | 95,57 | 241 | 105,98 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 47 074 | 0,58 | 5 145 | 5,11 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 177 469 | −29,82 | 19 396 | −26,66 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 1 905 | −31,30 | 208 | −28,03 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 3 289 | −41,12 | 359 | −38,53 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 031 | −94,78 | 112 | −94,57 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 5 397 | 0,41 | 590 | 4,80 | ||||
2025-07-30 | 13F | Dupree Financial Group, LLC | 5 992 | −2,54 | 655 | 1,87 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 5 643 | 4,66 | 617 | 9,41 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 78 469 | −0,60 | 8 576 | 3,88 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 14 682 | −24,45 | 1 605 | −21,06 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 110 890 | 0,36 | 12 119 | 4,89 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 8 018 | −2,27 | 876 | 2,22 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 339 | 5,14 | 474 | 9,98 | ||||
2025-07-23 | 13F | Maryland State Retirement & Pension System | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 824 | −3,74 | 90 | 1,12 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 715 | 544,14 | 78 | 609,09 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 136 | 0,00 | 15 | 0,00 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 70 051 | −3,72 | 7 656 | 0,62 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 657 365 | −2,21 | 71 843 | 2,21 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-06-03 | 13F | Invst, LLC | 3 454 | 10,11 | 361 | 0,00 | ||||
2025-08-12 | 13F | Public Sector Pension Investment Board | 276 499 | 156,40 | 30 219 | 167,99 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 18 172 | −17,47 | 1 986 | −13,77 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 6 558 | −3,77 | 717 | 0,56 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 17 620 | −4,08 | 1 926 | 0,26 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 465 815 | 7,06 | 50 909 | 11,72 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 157 504 | −2,03 | 17 214 | 2,40 | ||||
2025-08-14 | 13F | Palisade Capital Management Llc/nj | 14 964 | 4,95 | 1 635 | 9,73 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 4 038 | −2,23 | 422 | −11,16 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 5 443 | 6,08 | 595 | 10,82 | ||||
2025-08-12 | 13F | Trans-Canada Capital Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 3 754 934 | 50,84 | 410 377 | 57,65 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 11 724 | −12,51 | 1 281 | −8,57 | ||||
2025-08-14 | 13F | Fosun International Ltd | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 29 847 | −23,78 | 3 262 | −20,34 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 909 | −31,45 | 99 | −28,26 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 29 312 | −3,28 | 3 204 | 1,07 | ||||
2025-06-18 | NP | NDMAX - Nationwide Investor Destinations Moderately Aggressive Fund Class A | 157 074 | −1,32 | 15 728 | −16,58 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 027 | 0,00 | 112 | 4,67 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 37 703 | −13,80 | 4 | 0,00 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 4 762 | 520 | ||||||
2025-07-25 | 13F | GFS Advisors, LLC | 149 555 | 0,55 | 16 345 | 5,09 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 49 169 | 1,98 | 5 384 | 7,36 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 36 368 | −1,59 | 3 975 | 2,85 | ||||
2025-05-06 | 13F | JPL Wealth Management, LLC | 4 824 | 533 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 779 866 | 2,61 | 85 | 7,59 | ||||
2025-08-06 | 13F | Mcrae Capital Management Inc | 4 327 | −25,46 | 473 | −22,24 | ||||
2025-07-28 | 13F | Aries Wealth Management | 2 446 | −46,86 | 267 | −44,49 | ||||
2025-08-12 | 13F | Viawealth, Llc | 20 777 | 0,12 | 2 271 | 4,61 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Syntax Research, Inc. | 32 460 | −1,20 | 3 548 | 3,26 | ||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 16 390 | −5,70 | 1 791 | −1,43 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3 856 | −85,05 | 403 | −86,44 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 3 101 | −23,15 | 339 | −19,71 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 44 352 | −66,23 | 4 847 | −67,97 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 459 080 | 1,11 | 159 751 | 5,86 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 169 738 | 50,55 | 18 551 | 57,34 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 2 190 | 245 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 968 | −42,69 | 215 | −40,11 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 13 881 | 1 439 | ||||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 164 692 | −0,07 | 17 999 | 4,44 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 52 473 | −19,74 | 5 735 | −16,12 | ||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 3 271 | 0,00 | 358 | 4,39 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 113 | −54,62 | 12 | −53,85 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 943 085 | −16,66 | 103 070 | −12,90 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 1 859 | 203 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 403 562 | −12,65 | 43 621 | −8,82 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 1 982 | 217 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 19 556 | 337,10 | 2 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 123 872 | −9,18 | 13 538 | −5,09 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 43 243 | −0,65 | 4 726 | 3,85 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 2 396 | −82,80 | 262 | −82,07 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 6 505 | −0,81 | 711 | 3,65 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 3 495 | −0,77 | 382 | 3,53 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 17 900 | −0,63 | 1 956 | 3,88 | ||||
2025-08-12 | 13F | one8zero8, LLC | 2 364 | 52,22 | 258 | 59,26 | ||||
2025-08-12 | 13F | Zacks Investment Management | 26 837 | −14,12 | 2 933 | −10,25 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 6 969 | 20,49 | 762 | 25,99 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 6 421 | −3,04 | 702 | 1,30 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6 040 | 0,08 | 660 | 4,60 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 10 335 | −11,56 | 1 130 | −7,61 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4 578 | 9,52 | 505 | 15,33 | ||||
2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 58 501 | 1,03 | 5 858 | −14,60 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 21 175 | −4,01 | 2 314 | 0,35 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 2 659 | −11,01 | 291 | −7,05 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 19 201 | 53,11 | 2 098 | 60,03 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 3 193 | −4,91 | 349 | −0,85 | ||||
2025-07-09 | 13F | Baron Wealth Management LLC | 213 802 | −6,62 | 23 366 | −2,41 | ||||
2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 470 850 | 1,63 | 51 459 | 6,22 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 7 874 | −90,73 | 861 | −90,31 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 48 088 | −0,23 | 5 256 | 4,27 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 745 765 | −0,18 | 190 795 | 4,33 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 4 822 | −31,78 | 527 | −28,82 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 2 030 | 3,05 | 222 | 7,80 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 17 342 | 18,53 | 1 895 | 23,86 | ||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 41 657 | 6,18 | 4 553 | 10,97 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 1 447 377 | 1,04 | 158 184 | 5,60 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 112 922 | 3,51 | 12 341 | 8,19 | ||||
2025-07-30 | 13F | Sanders Morris Harris Llc | 2 835 | 1,43 | 310 | 5,82 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 13 946 | 47,58 | 1 524 | 54,25 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 4 978 | −23,87 | 544 | −20,35 | ||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 2 400 | 0,00 | 262 | 4,80 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 3 796 | 11,45 | 415 | 16,29 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 19 103 | −18,75 | 2 088 | −15,09 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 3 361 | 8,00 | 367 | 12,92 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 11 998 | −8,84 | 1 | 0,00 | ||||
2025-08-08 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 41 937 | −21,68 | 4 583 | −18,15 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 146 914 | 16 056 | ||||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 28 133 | −16,57 | 3 | −33,33 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 25 552 | 78,20 | 2 793 | 86,26 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 7 507 | −6,42 | 820 | −2,15 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 2 759 | 302 | ||||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 4 215 | −0,82 | 461 | 12,47 | ||||
2025-07-21 | 13F | Matauro, Llc | 6 922 | −8,74 | 757 | −4,67 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 8 663 | 0,00 | 947 | 4,53 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 2 774 | −2,91 | 303 | 1,68 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 23 142 | −0,20 | 2 529 | 4,33 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 3 761 | 0,00 | 411 | 4,58 | ||||
2025-08-13 | 13F | Kilter Group LLC | 48 | 5 | ||||||
2025-07-31 | 13F | RedJay Asset Management Inc. | 90 000 | 112,26 | 9 836 | 121,88 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 149 159 | −3,18 | 16 302 | 1,19 | ||||
2025-07-29 | NP | BOGIX - Bogle Investment Management Small Cap Growth Fund | 15 448 | 169,46 | 1 628 | 154,22 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 103 | 11 | ||||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 34 851 | −25,62 | 3 809 | −22,27 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 23 587 | 11,33 | 2 578 | 16,34 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 88 421 | 4,01 | 9 664 | 8,71 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 109 294 | 0,00 | 11 429 | 0,00 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 952 | 0,23 | 432 | 4,61 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 4 183 | 0,43 | 457 | 5,06 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 26 538 | −1,00 | 2 900 | 3,46 | ||||
2025-08-14 | 13F | Waterway Wealth Management, LLC | 99 196 | 4,80 | 10 842 | 9,54 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17 866 | −11,12 | 1 953 | −7,14 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 6 228 | −21,12 | 681 | −17,58 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 2 953 | −4,15 | 323 | 0,00 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 3 696 | −8,36 | 404 | −4,28 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 24 083 | −7,03 | 2 633 | −2,81 | ||||
2025-05-06 | 13F | SpringVest Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Select Asset Management & Trust | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 32 591 | 33,61 | 3 562 | 39,65 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 846 299 | −3,64 | 92 492 | 0,71 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 1 545 | 0,00 | 169 | 4,35 | ||||
2025-08-13 | 13F | Leuthold Group, Llc | 3 160 | 345 | ||||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 622 197 | −19,73 | 68 000 | −16,11 | ||||
2025-08-08 | 13F | C V Starr & Co Inc | 200 458 | 21 908 | ||||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 7 616 | −30,91 | 832 | −27,78 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 14 045 | −0,66 | 2 | 0,00 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 103 | 8,42 | 11 | 22,22 | ||||
2025-08-12 | 13F | Ames National Corp | 16 846 | 7,75 | 1 841 | 12,67 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 224 363 | 11,63 | 24 521 | 16,67 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 82 047 | −34,29 | 8 967 | −31,33 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 11 671 | −24,64 | 1 276 | −21,25 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1 958 | −9,81 | 0 | |||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 11 187 | 113,45 | 1 223 | 122,99 | ||||
2025-07-16 | 13F | Novem Group | 21 157 | −0,54 | 2 312 | 3,96 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Aristides Capital LLC | 60 000 | 0,00 | 6 557 | 4,51 | ||||
2025-08-12 | 13F | Main Management ETF Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 300 | 0,00 | 33 | 3,23 | |||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 4 666 | 0,00 | 510 | 4,52 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 6 582 | −85,25 | 719 | −84,59 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 320 428 | −0,55 | 35 020 | 3,94 | ||||
2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 3 614 | 1,72 | 395 | 6,20 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 1 899 | 208 | ||||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 4 526 | −89,11 | 495 | −88,64 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 305 034 | −0,35 | 33 337 | 4,15 | ||||
2025-08-12 | 13F | Umpqua Bank | 11 287 | −1,48 | 1 264 | 5,60 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 4 361 | 4,21 | 477 | 8,92 | ||||
2025-04-29 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 9 765 | −1,69 | 1 067 | 2,79 | ||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 48 805 | −4,38 | 5 334 | 11,97 | ||||
2025-07-15 | 13F | Maseco Llp | 6 905 | 755 | ||||||
2025-07-22 | 13F | Macroview Investment Management Llc | 18 549 | 3,44 | 2 027 | 8,11 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Summit X, LLC | 11 189 | −6,15 | 1 223 | −1,93 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 179 722 | 3,27 | 20 | 5,56 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 31 131 | 4,53 | 3 402 | 9,25 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 1 319 | 61,05 | 144 | 69,41 | ||||
2025-08-07 | 13F | Cumberland Advisors Inc | 61 370 | −9,22 | 6 707 | −5,12 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 7 132 | −0,89 | 807 | 23,81 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 53 835 | 3,58 | 5 884 | 8,24 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 495 | 0,00 | 55 | 5,88 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 264 | −1,49 | 29 | 0,00 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 30 159 | 3 296 | ||||||
2025-07-25 | 13F | JustInvest LLC | 5 845 | 11,06 | 639 | 16,00 | ||||
2025-07-22 | 13F | Schwab Charitable Fund | 9 369 | 11,36 | 1 024 | 16,38 | ||||
2025-07-29 | 13F | Mutual Of America Capital Management Llc | 25 270 | −31,78 | 2 762 | −28,71 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 11 091 | −0,22 | 1 212 | 4,30 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 673 534 | −1,49 | 73 611 | 2,96 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19 103 | −17,06 | 2 | 0,00 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 4 724 | 0,00 | 516 | 4,67 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 4 346 | 3,92 | 475 | 8,47 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 7 956 | 92,36 | 870 | 101,16 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 780 | 0,00 | 85 | 4,94 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 164 340 | 2,40 | 17 961 | 7,02 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 9 697 | −32,68 | 1 060 | −29,68 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 272 | 30 | ||||||
2025-07-29 | 13F | Foster & Motley Inc | 3 288 | −0,21 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 105 757 | −7,93 | 11 558 | −3,76 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 349 797 | 28,81 | 38 230 | 34,63 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 5 306 | 0,11 | 607 | −4,27 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 181 902 | −1,28 | 19 880 | 3,18 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2 905 | −19,82 | 317 | −16,14 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 4 963 | −0,16 | 542 | 4,43 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11 611 | −3,39 | 1 269 | 1,04 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 48 | −29,41 | 5 | −28,57 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 22 435 | 3,65 | 2 452 | 8,31 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 63 878 | 3,14 | 7 | 0,00 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 8 335 | −4,67 | 911 | −0,44 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 11 280 | 2,84 | 1 233 | 7,50 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 5 844 | −5,59 | 639 | −1,39 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 317 | 0,32 | 35 | 3,03 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 41 038 | −33,03 | 4 485 | −30,00 | ||||
2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 32 181 | 10,35 | 3 391 | 3,99 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 884 | −32,57 | 425 | −29,57 | ||||
2025-08-14 | 13F | Navigoe, LLC | 375 | −6,95 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 7 554 | −5,41 | 826 | −1,20 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 157 309 | −19,75 | 17 192 | −16,12 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 5 414 | −1,37 | 592 | 2,96 | ||||
2025-07-31 | 13F/A | Avion Wealth | 13 903 | 38,23 | 2 | 0,00 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21 761 | 30,59 | 2 378 | 36,51 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 3 482 | 32,29 | 381 | 55,10 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 268 461 | −18,19 | 29 340 | −22,40 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 22 132 | −0,01 | 2 419 | 4,49 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 12 657 | −6,42 | 1 383 | −2,19 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 7 116 | 21,97 | 778 | 27,38 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2 425 | 0,12 | 254 | −9,32 | ||||
2025-07-29 | 13F | Liquid Strategies, LLC | 122 066 | 9,19 | 13 341 | 14,11 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 16 331 | −7,36 | 1 785 | −3,20 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 192 433 | 44,37 | 21 031 | 50,90 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 55 072 | −8,46 | 6 019 | −4,32 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 699 | −58,04 | 76 | −56,32 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 150 354 | −6,27 | 16 432 | −2,04 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 4 437 | −3,50 | 485 | 0,83 | ||||
2025-07-09 | 13F | Roth Financial Partners LLC | 194 820 | 6,11 | 21 293 | 10,91 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 3 587 | −1,37 | 392 | 3,16 | ||||
2025-07-17 | 13F | G&S Capital LLC | 48 932 | 3,23 | 5 348 | 7,89 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 9 793 | −18,78 | 1 070 | −15,08 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 2 267 439 | 2,06 | 245 566 | 11,52 | ||||
2025-08-04 | 13F | Ledyard National Bank | 5 610 | −10,21 | 613 | −6,13 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 5 884 | −25,42 | 643 | −21,97 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 85 918 | −11,24 | 9 390 | −7,24 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 116 107 | −17,30 | 12 689 | −13,57 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 2 333 | 0,00 | 255 | 4,53 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 97 668 | 3,76 | 10 674 | 8,45 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 37 417 | 15,47 | 4 089 | 20,66 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 2 673 | 292 | ||||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 55 165 | −13,97 | 6 028 | −10,13 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 282 789 | −13,92 | 30 905 | −10,04 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 70 931 | 5,35 | 7 752 | 10,11 | ||||
2025-08-08 | 13F | Wealth Alliance | 25 249 | 1,30 | 2 759 | 5,87 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2 518 | 0,00 | 275 | 4,56 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 79 104 | −0,32 | 8 645 | 4,18 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 201 910 | −2,54 | 22 067 | 1,86 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 3 923 | 0,20 | 429 | 4,65 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 14 118 | 0,00 | 1 543 | 4,47 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 435 | 0,00 | 157 | 4,00 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 13 816 | −2,98 | 1 510 | 1,34 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 35 317 | −5,65 | 3 860 | −1,41 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 503 509 | 3,11 | 55 028 | 7,76 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 215 996 | −4,38 | 23 606 | −0,06 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 8 664 | −2,26 | 947 | 3,05 | ||||
2025-07-07 | 13F | Verde Capital Management | 42 765 | −3,75 | 4 674 | 0,60 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 9 589 | 0,68 | 1 048 | 2,45 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 2 690 | −0,48 | 294 | 4,26 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 59 434 | 0,76 | 6 496 | 5,30 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 1 872 | 110,57 | 205 | 121,74 | ||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 81 192 | 2,00 | 8 873 | 6,61 | ||||
2025-08-07 | 13F | Peninsula Asset Management Inc | 105 327 | 0,52 | 11 511 | 5,06 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 2 160 | −3,79 | 236 | 0,85 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 73 336 | −11,81 | 8 015 | −7,83 | ||||
2025-07-11 | 13F | LongView Wealth Management | 2 096 | −21,59 | 229 | −17,92 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 3 261 | 0,00 | 356 | 4,40 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 8 500 | −5,82 | 929 | −1,59 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 137 048 | −34,21 | 14 978 | −31,24 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 11 738 | −28,22 | 406 | −53,45 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 166 280 | −0,67 | 18 173 | 3,81 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 87 477 | −9,92 | 9 895 | −2,56 | ||||
2025-08-14 | 13F | London Co Of Virginia | 10 | −95,05 | 1 | −95,24 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 21 509 | 15,68 | 2 249 | 21,44 | ||||
2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2 396 | −46,85 | 262 | −49,71 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 302 391 | −5,94 | 33 | 0,00 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 6 390 | 14,76 | 698 | 19,93 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 12 427 548 | −5,10 | 1 358 207 | −0,82 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 3 476 | 2,75 | 380 | 7,37 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 8 318 | −7,69 | 909 | −3,50 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 10 945 | 0,00 | 1 196 | 4,55 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6 695 | 141,26 | 732 | 152,07 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9 215 | −0,90 | 1 022 | 16,67 | ||||
2025-07-21 | 13F | Hilltop National Bank | 18 450 | −8,02 | 2 016 | −12,77 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 175 962 | −1,85 | 19 231 | 2,58 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 65 532 | −8,76 | 7 162 | −4,65 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 94 225 | 10 298 | ||||||
2025-08-07 | 13F | Davis R M Inc | 21 344 | −5,26 | 2 333 | −0,98 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 1 848 | 202 | ||||||
2025-07-30 | 13F | Whittier Trust Co | 651 841 | 2,35 | 71 239 | 6,97 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 116 714 | −3,49 | 12 756 | 0,86 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 12 625 | −20,05 | 1 380 | −16,47 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 1 907 | −3,74 | 208 | 0,48 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 2 386 | −3,71 | 261 | 0,39 | ||||
2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 6 036 215 | −5,92 | 659 698 | −1,67 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 33 023 | −1,18 | 3 609 | 3,29 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 3 261 | −1,81 | 356 | 2,59 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 3 710 | −2,60 | 405 | 1,76 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 9 804 | −18,16 | 1 071 | −14,46 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 16 824 | 0,47 | 1 839 | 4,97 | ||||
2025-08-12 | 13F | Sfmg, Llc | 2 302 | −1,12 | 252 | 3,29 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 224 958 | 12,57 | 25 | 20,00 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 4 304 | 0,26 | 470 | 4,91 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 2 545 | 10,65 | 278 | 15,83 | ||||
2025-07-15 | 13F | McAdam, LLC | 50 689 | 12,87 | 5 540 | 17,95 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Moody National Bank Trust Division | 63 104 | 0,00 | 6 897 | 4,52 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 2 181 | −30,78 | 238 | −27,66 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 4 765 | 0,00 | 521 | 4,42 | ||||
2025-08-08 | 13F | eCIO, Inc. | 92 270 | 5,95 | 10 084 | 10,74 | ||||
2025-08-14 | 13F | ICW Investment Advisors LLC | 2 103 | −0,90 | 230 | 3,62 | ||||
2025-07-22 | 13F | Blue Square Asset Management, Llc | 33 117 | −66,55 | 3 619 | −65,04 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 292 492 | 17,60 | 31 966 | 22,90 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 112 480 | 4,61 | 12 293 | 9,33 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 193 515 | −1,40 | 21 149 | 3,05 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4 380 | 0,00 | 479 | 4,37 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 8 557 | −0,09 | 935 | 4,47 | ||||
2025-08-06 | 13F | Washington Trust Bank | 3 598 | −8,03 | 393 | −3,91 | ||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 1 837 | 201 | ||||||
2025-07-18 | 13F | Vicus Capital | 538 466 | 5,43 | 58 849 | 10,18 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 2 740 | 0,00 | 287 | −9,21 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 36 236 | −14,65 | 3 960 | −10,79 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 45 920 | −0,13 | 5 019 | 15,65 | ||||
2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4 230 | 0,00 | 462 | 4,52 | ||||
2025-07-30 | 13F/A | Alpha Wealth Funds, LLC | 15 597 | −1,81 | 1 705 | 2,59 | ||||
2025-08-15 | 13F | Keel Point, LLC | 78 172 | 3,49 | 8 543 | 8,15 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5 372 | −0,22 | 587 | 4,45 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 25 495 | 9,19 | 2 786 | 14,13 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 169 036 | −0,67 | 18 474 | 3,81 | ||||
2025-08-13 | 13F | Keystone Financial Group | 23 288 | −10,93 | 2 559 | −7,18 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 245 | 27 | ||||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 375 | −17,22 | 41 | −14,89 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 139 959 | −0,54 | 15 296 | 3,96 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 32 851 | −6,63 | 3 590 | −2,42 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 16 567 | −8,96 | 1 811 | −4,84 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 725 028 | −10,97 | 407 | −6,86 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 112 440 | 11,48 | 12 289 | 16,52 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 14 750 | −10,38 | 1 612 | −6,33 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 11 734 | 12,47 | 1 282 | 17,61 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 7 863 | −6,52 | 859 | −2,28 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 278 355 | −10,44 | 30 421 | −6,40 | ||||
2025-08-14 | 13F | Wilshire Associates Inc | 28 120 | 0,72 | 3 073 | 952,40 | ||||
2025-07-31 | 13F | PKO Investment Management Joint-Stock Co | 39 786 | −20,09 | 4 348 | −16,48 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 24 418 | 0,06 | 2 669 | 4,59 | ||||
2025-08-14 | 13F | Premier Financial Group | 840 | 95 | ||||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 36 246 | −1,39 | 3 961 | 3,07 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 225 215 | 2,20 | 24 614 | 6,81 | ||||
2025-07-15 | 13F | Drum Hill Capital, LLC | 2 465 | 0,00 | 269 | 4,67 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 378 973 | 8,12 | 41 418 | 13,00 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 5 073 | −16,43 | 554 | −12,62 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 3 193 | 0,00 | 349 | 4,50 | ||||
2025-07-17 | 13F | Janney Capital Management LLC | 5 538 | −0,32 | 1 | |||||
2025-08-12 | 13F | Concentrum Wealth Management | 2 330 | −91,12 | 255 | −90,74 | ||||
2025-08-27 | NP | Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) | 12 351 | 0,00 | 1 350 | 4,49 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 20 186 | −0,78 | 2 206 | 3,71 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 3 596 | −21,45 | 393 | −17,99 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 32 063 | −4,40 | 3 353 | −13,25 | ||||
2025-07-09 | 13F | David J Yvars Group | 19 067 | 144,35 | 2 084 | 155,58 | ||||
2025-07-14 | 13F | Farmers Trust Co | 26 928 | −14,09 | 2 943 | −10,22 | ||||
2025-07-08 | 13F | TL Private Wealth | 8 035 | 0,21 | 893 | 23,00 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 2 054 | 0,00 | 224 | 4,67 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 3 969 | 107,37 | 434 | 116,50 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 839 | −6,43 | 311 | −2,21 | ||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Darden Wealth Group Inc | 13 350 | −8,22 | 1 459 | −4,08 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 16 183 | −0,99 | 1 769 | 3,45 | ||||
2025-05-15 | 13F | Occidental Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Hm Payson & Co | 46 444 | −4,41 | 4 857 | −13,24 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 6 632 | 22,57 | 725 | 28,14 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 353 432 | 1,31 | 38 627 | 5,89 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 21 708 | −2,52 | 2 330 | −9,16 | ||||
2025-08-08 | 13F | Hudock, Inc. | 274 540 | −2,81 | 30 005 | 1,57 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 185 375 | 3,74 | 19 392 | −5,82 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 75 673 | 4,76 | 8 270 | 9,49 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 13 497 | 49,95 | 1 475 | 56,75 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 15 696 | −33,71 | 1 715 | −30,74 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 23 094 | 5,66 | 2 524 | 10,42 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 73 235 | −17,62 | 8 004 | −13,91 | ||||
2025-07-16 | 13F | Bright Financial Advisors, Inc. | 89 476 | 0,41 | 9 779 | 4,94 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 71 382 | 3,77 | 7 801 | 8,45 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 5 600 | −47,17 | 613 | −44,37 | |||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 36 300 | −14,99 | 3 974 | −10,52 | |||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 268 | 47,68 | 466 | 54,30 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 45 048 | −29,89 | 4 923 | −26,73 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 10 000 | 0,00 | 1 093 | 4,50 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 54 900 | 165,22 | 6 000 | 177,26 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 163 901 | −49,29 | 17 913 | −47,00 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 74 862 | −0,11 | 8 182 | 4,39 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3 713 | 24,97 | 406 | 30,65 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 43 000 | 88,60 | 4 699 | 97,11 | |||
2025-08-06 | 13F | North Capital, Inc. | 1 087 | 0,00 | 119 | 4,42 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 18 039 | 2 | ||||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 1 286 | 7 464,71 | 141 | 13 900,00 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 39 773 | 3,72 | 4 347 | 8,38 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 762 | −75,07 | 302 | −74,01 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 4 409 | −1,98 | 482 | 2,34 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 452 | 49 | ||||||
2025-07-23 | 13F | Trustees of Dartmouth College | 174 600 | −30,16 | 19 082 | −27,01 | ||||
2025-07-17 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 117 525 | −0,14 | 12 844 | 4,36 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 98 356 | 0,77 | 10 749 | 5,32 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 121 030 | −31,61 | 13 227 | −28,52 | ||||
2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 37 269 | 8,54 | 3 927 | 2,32 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 6 133 | 5,81 | 641 | −3,90 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 168 356 | 1,13 | 18 400 | 5,69 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 76 184 | 3,17 | 8 | 14,29 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 116 191 | −0,01 | 12 698 | 4,50 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 93 231 | −5,40 | 10 189 | −1,13 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 13 964 084 | −0,82 | 1 526 135 | 3,66 | ||||
2025-07-15 | 13F | Graypoint LLC | 238 040 | −33,58 | 26 015 | −30,58 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 135 564 | 1,13 | 14 816 | 5,70 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 96 924 | −51,36 | 11 | −50,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 22 936 | −1,28 | 2 507 | 3,17 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1 995 | 22,17 | 218 | 28,24 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 10 851 | −13,54 | 1 186 | −9,68 | ||||
2025-08-12 | 13F | Summit Global Investments | 2 297 | 0 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 39 835 | −8,79 | 4 354 | −4,66 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 240 711 | 6,64 | 26 307 | 11,45 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 25 670 | 11,33 | 2 805 | 16,34 | ||||
2025-07-30 | 13F | Advantage Trust Co | 307 | 0,00 | 34 | 3,13 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 3 383 | −91,50 | 3 806 | −8,53 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 173 199 | 0,49 | 18 929 | 5,02 | ||||
2025-08-11 | 13F | Tidemark, LLC | 260 | 15,56 | 28 | 21,74 | ||||
2025-08-12 | 13F | Camden National Bank | 82 714 | 5,62 | 9 040 | 10,39 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 673 | 0,12 | 183 | 4,60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 492 515 | 83,76 | 281 854 | 98,72 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 5 114 | −1,26 | 559 | 3,14 | ||||
2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 2 000 | −77,78 | 219 | −76,83 | ||||
2025-07-07 | 13F | RDA Financial Network | 17 451 | −1,56 | 1 907 | 2,91 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 1 800 | 0,00 | 197 | 4,26 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3 136 | −13,03 | 343 | −9,28 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 68 984 | −5,00 | 7 539 | −0,71 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 466 | −29,29 | 51 | −26,47 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 7 280 | 21,90 | 767 | 14,99 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 71 554 | 0,30 | 7 482 | −9,08 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 55 612 | −6,25 | 6 078 | −2,03 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 274 | 5,92 | 358 | 10,53 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 31 524 | −1,02 | 3 445 | 3,45 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 2 380 295 | −5,53 | 260 142 | −1,26 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 70 589 | −6,65 | 7 715 | −2,44 | ||||
2025-07-15 | 13F | Postrock Partners Llc | 4 800 | 0,00 | 525 | 4,59 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 57 291 | 5,86 | 6 261 | 10,64 | ||||
2025-08-11 | 13F | Anb Bank | 45 281 | −4,27 | 4 949 | 0,04 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 27 293 | 725,06 | 2 983 | 764,35 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 15 765 | −33,81 | 1 723 | −30,84 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 19 328 | −4,17 | 2 112 | 0,14 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 10 540 | 0,53 | 1 152 | 5,02 | ||||
2025-07-15 | 13F | Bank Of Stockton | 151 410 | −0,61 | 16 548 | 3,88 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 684 007 | −13,41 | 75 | −9,76 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 1 887 | 206 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 578 665 | 3,97 | 63 244 | 8,66 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 6 777 | −98,84 | 741 | −98,79 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 18 788 | 2,23 | 2 053 | 6,87 | ||||
2025-08-01 | 13F | First National Trust Co | 467 501 | −1,14 | 51 093 | 3,32 | ||||
2025-08-07 | 13F | Future Fund LLC | 31 894 | 3 486 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 13 204 | 35 586,49 | 1 443 | 48 000,00 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 8 768 | −0,71 | 828 | −20,79 | ||||
2025-05-13 | 13F | CacheTech Inc. | 4 543 | 9,29 | 475 | −0,63 | ||||
2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 3 939 | −34,20 | 430 | −31,20 | ||||
2025-08-08 | 13F | Creative Planning | 1 283 517 | −6,23 | 140 276 | −2,00 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 170 180 | 0,65 | 18 599 | 5,19 | ||||
2025-08-22 | 13F | Cim Investment Mangement Inc | 108 207 | −50,89 | 11 826 | −51,15 | ||||
2025-07-09 | 13F | Stokes Capital Advisors, LLC | 6 158 | −12,33 | 673 | −8,31 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 20 803 | −1,34 | 2 274 | 3,13 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11 422 | −8,84 | 1 248 | −4,73 | ||||
2025-06-18 | NP | NDAAX - Nationwide Investor Destinations Aggressive Fund Class A | 112 333 | −0,64 | 11 248 | −16,00 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 99 281 | 99,22 | 10 850 | 108,21 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 90 242 | −2,05 | 9 863 | 2,38 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 1 695 | 0,00 | 188 | 8,09 | ||||
2025-07-21 | 13F | Riverview Trust Co | 297 | 0,00 | 32 | 3,23 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 3 210 | −3,20 | 358 | 14,74 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 18 317 | −47,98 | 2 002 | −45,65 | ||||
2025-08-14 | 13F | Comerica Bank | 1 122 636 | 1,02 | 122 693 | 5,58 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 23 133 | −55,93 | 2 528 | −53,94 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2 952 | −17,36 | 323 | −13,67 | ||||
2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 2 486 | 10,83 | 0 | |||||
2025-08-04 | 13F | AMG National Trust Bank | 32 111 | −1,74 | 3 509 | 2,69 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 4 192 | −8,63 | 458 | −4,38 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 223 535 | −48,91 | 24 | −52,94 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 11 008 | 5,14 | 1 203 | 9,96 | ||||
2025-08-14 | 13F | DRW Securities, LLC | 3 076 | 336 | ||||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 14 902 | −0,05 | 1 629 | 4,43 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 146 252 | −0,16 | 15 984 | 4,34 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 58 508 | 42,54 | 6 394 | 48,97 | ||||
2025-07-17 | 13F | White Pine Investment CO | 62 714 | −1,67 | 7 | 0,00 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 14 030 | −22,17 | 1 533 | −18,67 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 26 586 | 0,27 | 2 906 | 4,80 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 2 508 | 8,20 | 274 | 13,22 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 26 831 | 0,29 | 2 932 | 4,83 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 124 419 | 18,02 | 13 598 | 23,35 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 920 | 100 | ||||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 116 631 | 6,45 | 12 747 | 11,25 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 163 073 | 489,84 | 17 822 | 516,46 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 52 258 | −2,86 | 5 711 | 1,53 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 129 824 | 14 | ||||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 51 474 | 0,19 | 5 626 | 4,71 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 10 285 | −96,39 | 1 124 | −96,23 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 4 000 | 0,00 | 437 | 4,55 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 062 | −25,38 | 772 | −22,04 | ||||
2025-08-26 | NP | BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares | 31 070 | −62,15 | 3 396 | −60,45 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 244 | −10,63 | 1 010 | −6,57 | ||||
2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 41 000 | 0,00 | 4 | 0,00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 16 514 | −21,72 | 1 805 | −18,19 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 9 960 | 1 089 | ||||||
2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 11 245 | −1,85 | 1 229 | 2,50 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8 594 | −0,76 | 939 | 3,76 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A | 98 993 | 53,60 | 10 819 | 60,53 | ||||
2025-07-11 | 13F | Congress Park Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 2 380 295 | −5,53 | 260 142 | −1,26 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 678 | −37,11 | 74 | −33,93 | ||||
2025-08-06 | 13F | DDFG, Inc | 2 399 | 0,25 | 262 | 4,80 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 3 550 | −63,04 | 398 | −57,08 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 14 141 | −14,84 | 1 545 | −11,00 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 173 951 | 1,34 | 19 011 | 5,92 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11 187 | 1 223 | ||||||
2025-07-22 | 13F | SOL Capital Management CO | 19 008 | −1,22 | 2 | 0,00 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 184 728 | −2,51 | 20 189 | 1,89 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 2 904 | 0,00 | 317 | 4,62 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 58 620 | 2,48 | 6 407 | 7,11 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 7 182 | −3,08 | 785 | 1,29 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 7 635 | 0,00 | 834 | 4,51 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 50 112 | 21,45 | 5 477 | 26,94 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 164 095 | −28,27 | 17 934 | −25,03 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 41 302 922 | 5,77 | 4 513 996 | 10,54 | ||||
2025-06-18 | NP | NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A | 25 096 | −0,79 | 2 513 | −16,15 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 7 607 | 7,60 | 831 | 12,45 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 39 800 | −18,44 | 4 350 | −14,78 | ||||
2025-07-25 | 13F | Cypress Capital Group | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 39 492 | 3,46 | 4 316 | 8,14 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 42 810 | 7,12 | 4 679 | 11,97 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 22 764 | −9,29 | 2 488 | −5,22 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 154 763 | 2,31 | 16 914 | 6,93 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 38 819 | −2,13 | 4 243 | 2,29 | ||||
2025-08-07 | 13F/A | Credit Industriel Et Commercial | 5 147 | −25,88 | 563 | −22,59 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5 280 | 0,17 | 577 | 4,72 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 440 | −1,09 | 704 | 3,38 | ||||
2025-04-11 | 13F | Snider Financial Group | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2 847 | 0,00 | 298 | 0,00 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 32 822 | 3,49 | 3 587 | 8,17 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 2 030 | 0,00 | 222 | 4,25 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 55 334 | 7,98 | 6 047 | 12,86 | ||||
2025-08-07 | 13F/A | Credit Industriel Et Commercial | Put | 15 000 | 0,00 | 1 639 | 4,53 | |||
2025-08-14 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 916 | −3,01 | 865 | 1,41 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 14 955 | 12,16 | 1 634 | 17,22 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 3 753 | −15,01 | 410 | −11,06 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 80 706 | 0,57 | 8 820 | 5,11 | ||||
2025-08-12 | 13F | Ade, Llc | 8 055 | −14,00 | 880 | −10,11 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 16 699 | −0,38 | 1 825 | 4,17 | ||||
2025-08-07 | 13F | Gouws Capital LLC | 4 025 | 0,00 | 440 | 4,52 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 71 912 | 0,14 | 7 859 | 4,66 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 2 200 | −0,95 | 240 | 3,45 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 263 882 | 2,62 | 28 840 | 7,25 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 34 212 | 4,91 | 3 739 | 9,65 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 7 634 | −12,16 | 834 | −4,14 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 36 078 | 0,51 | 3 943 | 5,04 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 291 | 0,00 | 32 | 3,33 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 100 137 | 5,39 | 10 944 | 10,14 | ||||
2025-07-24 | 13F | Court Place Advisors, LLC | 9 425 | −0,77 | 1 030 | 3,73 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 119 590 | 13 070 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 1 630 | 18,12 | 178 | 23,61 | ||||
2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Garner Asset Management Corp | 3 721 | 0,24 | 407 | 4,64 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 63 857 | −23,23 | 6 979 | −19,74 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 4 478 | 0,00 | 489 | 4,49 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 12 208 | 29,76 | 1 334 | 35,71 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 865 | −10,36 | 95 | −1,05 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 43 880 | 80,25 | 4 796 | 88,41 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 511 | 16,14 | 56 | 22,22 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 21 027 | 3,44 | 2 378 | 29,18 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 27 899 | −75,43 | 3 182 | −73,20 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 9 353 | −0,97 | 1 022 | 3,55 | ||||
2025-07-10 | 13F | Trust Point Inc. | 3 194 | −43,54 | 349 | −40,95 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 2 627 | 21,23 | 287 | 30,45 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 2 297 | −9,99 | 251 | −5,64 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 674 | 9,59 | 74 | 14,06 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 118 642 | 0,22 | 12 966 | 4,74 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5 754 | 0,17 | 629 | 4,67 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 605 | 8,23 | 66 | 13,79 | ||||
2025-07-11 | 13F | Diversified Trust Co | 37 414 | 35,93 | 4 089 | 42,04 | ||||
2025-05-13 | 13F | Terril Brothers, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 18 173 | −5,22 | 1 986 | −0,90 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 738 | 0,00 | 0 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 1 818 | 0,00 | 199 | 4,21 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2 974 | −2,84 | 325 | 1,56 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 7 743 | 0,91 | 846 | 5,49 | ||||
2025-05-15 | 13F | Harris Associates L P | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 202 | −13,53 | 131 | −18,12 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 19 241 | −0,04 | 2 103 | 4,47 | ||||
2025-08-14 | 13F | Family Management Corp | 5 459 | 0,00 | 597 | 4,56 | ||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 40 | 0,00 | 4 | 0,00 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 7 422 | −0,68 | 811 | 3,84 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 2 114 | 0,00 | 231 | 4,52 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 69 809 | 5,24 | 7 629 | 9,99 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 6 207 | 678 | ||||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 10 311 | 66,66 | 1 127 | 74,03 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 78 564 | 12,77 | 8 586 | 17,86 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 6 664 | −13,06 | 745 | −3,50 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 13 795 | 393,03 | 1 508 | 416,10 | ||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 13 366 | 1,77 | 1 461 | 6,34 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 7 049 946 | −2,75 | 770 491 | 1,64 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 455 | 14,85 | 1 271 | 21,98 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 2 085 | 0,00 | 228 | 4,13 | ||||
2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | waypoint wealth counsel | 3 907 | −15,45 | 427 | −11,80 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 1 882 | 206 | ||||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 40 893 | −2,53 | 4 469 | 1,87 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 2 632 | 1,04 | 288 | 5,51 | ||||
2025-07-07 | 13F | Investors Research Corp | 204 | 0,00 | 22 | 4,76 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 19 943 | −0,77 | 2 180 | 3,71 | ||||
2025-07-21 | 13F | Capital Planning LLC | 30 204 | 5,09 | 3 301 | 9,82 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 31 118 | −9,00 | 3 401 | −4,97 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 21 893 | 4,57 | 2 397 | 10,11 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 10 230 | 3,86 | 1 118 | 8,54 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 6 088 | −2,44 | 665 | 1,99 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 3 363 | 0,00 | 368 | 4,56 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 853 | −7,91 | 326 | 4,49 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 52 877 | −66,30 | 5 779 | −64,79 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 694 813 | 2,93 | 72 657 | −6,58 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 15 061 | 2,66 | 1 646 | 7,30 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 3 500 | −20,07 | 383 | −24,21 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 127 | −15,89 | 14 | −13,33 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 561 043 | 0,30 | 61 316 | 4,83 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 108 200 | 2,51 | 11 825 | 7,14 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 16 | −88,06 | 2 | −92,86 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 42 015 | −2,14 | 4 592 | 2,27 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 28 900 | −4,97 | 3 158 | −0,69 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 50 740 | −4,46 | 5 545 | −0,14 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 650 | −14,33 | 180 | −10,45 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 125 468 | 2,79 | 13 712 | 7,43 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 52 828 | −8,44 | 5 774 | −4,31 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 528 | −20,17 | 167 | −17,00 | ||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 7 748 | −1,50 | 847 | 2,92 | ||||
2025-07-17 | 13F | Greenleaf Trust | 749 930 | −2,32 | 81 960 | 2,09 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 3 388 | −9,10 | 370 | −4,88 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 128 433 | −3,94 | 14 036 | 0,39 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 76 322 | 31,16 | 8 341 | 37,07 | ||||
2025-08-05 | 13F | LTG Capital LLC | 134 269 | 0,65 | 14 674 | 5,20 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 39 991 | −3,27 | 4 371 | 1,09 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 22 479 | 0,21 | 2 457 | 4,73 | ||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76 782 | 0,00 | 7 688 | −15,46 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 416 197 | 2,26 | 45 486 | 6,88 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 25 562 | 241,28 | 2 794 | 256,70 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 148 270 | 5,45 | 16 204 | 10,22 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 358 | 0,00 | 258 | 4,47 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 1 976 | −79,03 | 219 | −77,91 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 5 243 517 | −0,53 | 548 315 | −9,73 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 3 055 | 0,00 | 319 | −9,12 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2 215 | −3,70 | 242 | 0,83 | ||||
2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Invesco Ltd. | 6 133 | −11,35 | 670 | −7,33 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 54 818 | 12,64 | 5 991 | 17,72 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 12 484 | 11,58 | 1 | 0,00 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 7 330 | 31,57 | 801 | 37,63 | ||||
2025-07-29 | 13F | Regions Financial Corp | 3 798 876 | 5,56 | 415 179 | 10,33 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 5 869 | −3,14 | 641 | 1,26 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 29 375 | −41,08 | 3 210 | −38,42 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 10 027 | 1,03 | 1 096 | 5,59 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 17 354 | 8,93 | 1 897 | 13,87 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 23 234 | 2,00 | 2 539 | 6,64 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 13 410 | 0,00 | 1 466 | 4,49 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 15 749 | −28,98 | 1 721 | −25,75 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 28 886 | −2,40 | 3 157 | 2,04 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 2 893 | −1,30 | 316 | 3,27 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 6 717 | −0,53 | 1 | |||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 8 910 | −1,22 | 974 | 3,18 | ||||
2025-07-09 | 13F | Berkshire Bank | 4 680 | 0,00 | 511 | 4,50 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 10 112 | −0,66 | 1 105 | 3,85 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 3 090 | 0,98 | 338 | 5,64 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 6 993 | 36,53 | 764 | 42,80 | ||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 5 010 | 2,04 | 548 | 6,63 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 54 065 | −0,15 | 5 909 | 4,34 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 099 | 9,08 | 1 213 | 14,02 | ||||
2025-08-14 | 13F | Fayez Sarofim & Co | 2 146 | 0,00 | 235 | 4,46 | ||||
2025-07-16 | 13F | Kooman & Associates | 4 255 | 1,62 | 465 | 6,41 | ||||
2025-07-21 | 13F | Intrinsic Value Partners, LLC | 14 006 | 31,81 | 1 531 | 37,71 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 74 728 | −1,51 | 8 167 | 2,94 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 8 203 | 8,51 | 897 | 13,42 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 68 795 | −3,34 | 7 519 | 1,02 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 3 598 | 0,08 | 393 | 4,80 | ||||
2025-08-14 | 13F | J. Goldman & Co LP | Put | 11 200 | −93,60 | 1 224 | −93,31 | |||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5 635 | 8,89 | 616 | 13,68 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 347 221 | 18,93 | 37 948 | 24,29 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 8 215 | −2,99 | 898 | 1,36 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 5 934 | 0,05 | 648 | 4,52 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 6 325 | −1,23 | 691 | 3,29 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 27 071 | 2,12 | 2 959 | 6,75 | ||||
2025-08-13 | 13F | Mackenzie Financial Corp | 162 410 | 0,63 | 17 750 | 5,17 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 3 536 | 386 | ||||||
2025-08-11 | 13F | Strategic Equity Management | 3 261 | 5,91 | 356 | 10,90 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 028 123 | 8,28 | 112 364 | 13,17 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 333 686 | −2,84 | 36 469 | 1,55 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 4 660 | 0,00 | 509 | 8,53 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 3 237 | 0,00 | 354 | 4,44 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 548 062 | −1,27 | 60 | 1,72 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 13 940 | 1,46 | 1 524 | 6,06 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3 718 | 21,50 | 406 | 27,27 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 70 298 | 1,17 | 7 683 | 5,74 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 3 426 | 0,00 | 374 | 4,47 | ||||
2025-08-14 | 13F | Aristotle Capital Boston, LLC | 67 561 | 49,29 | 7 384 | 56,02 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 11 700 | −0,64 | 1 279 | 3,82 | ||||
2025-08-05 | 13F | Key FInancial Inc | 7 113 | −17,03 | 777 | −13,28 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 4 408 | −42,43 | 482 | −39,87 | ||||
2025-06-24 | 13F | Rainier Family Wealth Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 13 812 | −3,10 | 1 510 | 1,28 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 562 741 | −1,19 | 61 502 | 3,27 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 2 368 | −33,93 | 259 | −31,02 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 802 | −5,87 | 0 | −100,00 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 517 145 | 0,31 | 16 843 | 8,01 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 172 518 | −6,23 | 18 855 | −2,00 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 6 301 | 48,33 | 689 | 40,70 | ||||
2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 26 410 | 3,99 | 2 644 | −12,07 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 1 092 | 95,35 | 119 | 105,17 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 86 738 | 1,72 | 9 477 | 6,28 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 530 638 | 2,40 | 57 993 | 7,02 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 88 647 | −3,06 | 9 688 | 1,32 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 172 | 0,00 | 19 | 5,88 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 4 015 | −15,37 | 439 | −11,69 | ||||
2025-07-15 | 13F | Norden Group Llc | 2 924 | 1,81 | 320 | 6,33 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 50 456 | 12,22 | 5 514 | 17,29 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 7 016 | 0,00 | 767 | 4,50 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 24 652 | −7,47 | 2 694 | −3,27 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 16 809 | −4,95 | 1 837 | −0,65 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 356 816 | −3,94 | 38 996 | 0,39 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8 940 | −6,71 | 977 | −2,50 | ||||
2025-05-15 | 13F | Tanaka Capital Management Inc | 109 | 0,00 | 0 | |||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 5 581 | −1,06 | 610 | 3,40 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 965 | 0,10 | 105 | 3,96 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 16 186 | 0,00 | 1 769 | 4,49 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 385 | 0,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 26 870 | −0,25 | 2 937 | 4,26 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 3 010 | 0,10 | 329 | 4,46 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3 183 | 0,35 | 348 | 4,83 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11 153 | 7,00 | 1 219 | 11,85 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 24 536 | 13,91 | 2 682 | 19,05 | ||||
2025-07-02 | 13F | InvesTrust | 5 611 | 4,27 | 613 | 9,07 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 9 440 | 6,84 | 1 032 | 11,70 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 7 015 | −0,78 | 767 | 3,65 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 2 734 | 0,00 | 299 | 4,56 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 25 679 | −8,31 | 2 806 | −4,17 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 7 119 | 104,33 | 778 | 113,74 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 36 166 | 5,85 | 3 953 | 10,64 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 333 996 | 43,07 | 36 502 | 49,53 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 141 729 | 242,93 | 15 490 | 258,46 | ||||
2025-08-18 | 13F | Finward Bancorp | 8 490 | 8,73 | 928 | 13,60 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 54 589 | 8,30 | 5 966 | 13,19 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 90 263 | −6,11 | 9 865 | −1,87 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 5 507 552 | 2,09 | 601 837 | 6,82 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 10 044 | −1,27 | 1 098 | 3,20 | ||||
2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | TKG Advisors, LLC | 63 570 | 7,24 | 6 948 | 12,08 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 7 265 | 0,00 | 794 | 15,94 | ||||
2025-08-14 | 13F | Colony Group, LLC | 935 578 | 6,09 | 102 249 | 10,88 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 72 877 | −0,00 | 7 721 | 1,31 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 7 924 | 1,94 | 894 | 27,03 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 9 726 | 2,43 | 1 063 | 7,06 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 46 345 | −12,07 | 5 065 | −8,09 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17 194 | −2,48 | 2 | 0,00 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 6 942 | 1,98 | 759 | 6,61 | ||||
2025-07-02 | 13F | Jacobs & Co/ca | 1 836 | 0 | ||||||
2025-07-23 | 13F | Ohio National Investments, Inc. | 200 000 | −0,99 | 21 858 | 3,48 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 36 179 | −55,98 | 3 954 | −53,99 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 4 426 | 4,73 | 463 | −4,94 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 19 150 | 8,85 | 2 093 | 13,76 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 42 922 | 1,15 | 4 691 | 5,70 | ||||
2025-07-24 | 13F | Stiles Financial Services Inc | 2 627 | −1,43 | 287 | 3,24 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 3 221 | 0,44 | 352 | 4,78 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 181 803 | 8,66 | 20 558 | 31,65 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 980 | 0,00 | 216 | 4,35 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 6 058 | −4,05 | 662 | 0,30 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 452 304 | −1,66 | 49 432 | 2,78 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 551 124 | −3,47 | 60 232 | 0,88 | ||||
2025-08-12 | 13F | Cowa, Llc | 7 585 | −62,07 | 829 | −60,35 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 122 085 | 3,70 | 13 343 | 8,37 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 48 987 | −2,74 | 5 354 | 1,63 | ||||
2025-07-11 | 13F | Bell Bank | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | First Western Trust Bank | 32 045 | 0,18 | 3 502 | 4,72 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 137 974 | −1,31 | 15 259 | 4,37 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 63 128 | −6,62 | 6 899 | −2,40 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 28 269 | 0,00 | 3 090 | 4,50 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 323 | −23,79 | 145 | −20,44 | ||||
2025-08-12 | 13F | MAI Capital Management | 2 026 145 | 1,77 | 221 437 | 6,36 | ||||
2025-08-13 | 13F | Alerus Financial Na | 3 813 | 0,42 | 417 | 4,79 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Marshall Financial Group LLC | 6 479 | −7,32 | 720 | −1,50 | ||||
2025-08-08 | 13F | Calamos Advisors LLC | 24 180 | 7,18 | 2 643 | 12,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 2 438 | 0 | ||||||
2025-08-14 | 13F | Goodwin Investment Advisory | 1 958 | −0,15 | 214 | 3,90 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 54 164 | 0,91 | 5 920 | 5,47 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 318 | 139 | ||||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 159 520 | 235,70 | 17 434 | 250,91 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 3 302 | 361 | ||||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 14 449 | 8,75 | 1 579 | 6,33 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 18 294 | 7,02 | 1 999 | 11,86 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 2 635 | −5,35 | 288 | −1,37 | ||||
2025-05-02 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 6 957 | 0,00 | 727 | 0,00 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 15 362 | 5,16 | 1 606 | −7,17 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 15 192 | −1,51 | 1 660 | 2,98 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 111 682 | 23,22 | 12 206 | 28,77 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 2 287 | 1,64 | 250 | 5,96 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 6 550 | −5,26 | 716 | −1,11 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 2 849 | 0,00 | 311 | 4,71 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 163 | −5,71 | 236 | −1,26 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 3 145 | −7,36 | 344 | −3,38 | ||||
2025-08-14 | 13F/A | Barclays Plc | 29 410 | −60,21 | 3 | −57,14 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 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 | 19 759 | 0,00 | 2 159 | 4,50 | ||||
2025-05-15 | 13F | Tolleson Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 88 662 | 13,13 | 9 690 | 18,23 | ||||
2025-05-14 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | KWB Wealth | 9 512 | −2,01 | 995 | −11,09 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 14 725 | −25,81 | 1 609 | −22,46 | ||||
2025-07-29 | 13F | Parthenon Llc | 52 007 | 1,34 | 5 684 | 5,91 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 4 138 | −23,54 | 452 | −20,00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 5 944 | −15,66 | 650 | −11,82 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4 640 | 0,00 | 507 | 4,54 | ||||
2025-08-06 | 13F | O'Brien Greene & Co. Inc | 19 126 | −1,41 | 2 090 | 3,06 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 237 618 | 9,20 | 25 969 | 19,12 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 77 601 | 49,51 | 8 481 | 56,27 | ||||
2025-07-15 | 13F | Well Done, LLC | 27 005 | −12,36 | 2 951 | −16,87 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 6 626 | 11,16 | 724 | 16,21 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 39 006 | 4,67 | 4 263 | 9,39 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 4 615 | −15,46 | 504 | −11,58 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 15 977 | 1,53 | 1 746 | 6,14 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 9 966 | −6,10 | 1 089 | −1,80 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 138 701 | 1,42 | 15 159 | 6,00 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 252 982 | 13,60 | 27 648 | 18,72 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 330 | 0,00 | 35 | −2,78 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Resolute Advisors LLC | 44 415 | −20,51 | 4 854 | −16,91 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 59 023 | −0,65 | 6 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 105 329 | −5,02 | 11 511 | −0,73 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 309 086 | 0,00 | 36 151 | 0,00 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 35 800 | −32,31 | 3 913 | −29,26 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 3 478 | 0,00 | 380 | 4,68 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16 594 | −1,49 | 1 814 | 2,95 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 559 | −14,79 | 498 | −11,07 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 972 | −18,46 | 4 478 | −14,79 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 59 839 | 10,21 | 6 637 | 15,67 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 2 431 | −8,44 | 266 | −4,33 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 24 304 | −88,74 | 222 | −99,02 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 251 359 | 3,02 | 27 471 | 7,67 | ||||
2025-08-14 | 13F | Sentinus, LLC | 22 534 | 44,64 | 2 463 | 51,14 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 6 728 | 0,37 | 735 | 4,85 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2 407 | 5,62 | 275 | 15,13 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Factorial Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 11 458 | 1 252 | ||||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 107 425 | 3,25 | 11 740 | 7,91 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 208 | 0,00 | 23 | 4,76 | ||||
2025-08-27 | NP | PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I | 90 520 | −0,55 | 9 893 | 3,94 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 63 598 | −1,19 | 6 951 | 3,27 | ||||
2025-07-31 | 13F | City State Bank | 1 978 | −15,58 | 216 | −11,84 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 80 704 | 7,26 | 8 820 | 12,11 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 6 670 | 0,00 | 729 | 4,45 | ||||
2025-08-13 | 13F | M&t Bank Corp | 1 044 957 | −8,01 | 114 203 | −3,86 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 55 210 | 3,07 | 6 243 | 22,17 | ||||
2025-07-16 | 13F | ORG Partners LLC | 9 108 | 9,48 | 1 002 | 15,17 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 110 526 | 2 914,07 | 12 079 | 3 053,79 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 109 934 | −26,64 | 12 015 | −27,87 | ||||
2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 31 691 | 6,89 | 3 464 | 11,74 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 690 | −45,58 | 75 | −43,18 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 711 | 0,14 | 78 | 4,05 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 6 992 | 0,47 | 764 | 5,09 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 16 425 | −11,82 | 1 795 | −7,81 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 35 085 | −1,84 | 3 834 | 2,60 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 35 326 | 0,79 | 3 861 | 5,32 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 35 066 | −1,41 | 3 832 | 3,04 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 37 108 | −0,16 | 4 056 | 4,35 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 698 136 | −4,77 | 404 169 | −0,47 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 25 959 | −7,66 | 2 837 | −3,47 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 2 761 | 1,02 | 302 | 5,61 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 21 927 | 4,37 | 2 396 | 9,11 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 2 685 764 | 9,89 | 283 411 | 10,89 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 192 958 | 1,18 | 21 088 | 5,75 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 273 | 248 | ||||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 277 | 0,00 | 30 | 7,14 | ||||
2025-04-15 | 13F | Collier Financial | 648 | 14,89 | 68 | 4,69 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 13 970 | −49,83 | 1 527 | −47,58 | ||||
2025-08-14 | 13F | Graney & King, LLC | 409 | 2,76 | 45 | 7,32 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 73 718 | −2,46 | 8 057 | 1,94 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 206 772 | 0,09 | 22 598 | 4,61 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 279 341 | −9,24 | 30 529 | −5,15 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2 178 | 0,74 | 238 | 5,31 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 77 321 | 6,99 | 8 450 | 11,83 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 1 969 | −0,61 | 215 | 3,86 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 4 513 | 493 | ||||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | E&G Advisors, LP | 2 486 | −1,58 | 272 | 2,65 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21 570 | −4,92 | 2 357 | −0,63 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 2 689 | 2,79 | 294 | 7,33 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 31 984 | −1,99 | 3 | 0,00 | ||||
2025-04-29 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 463 899 | −7,46 | 51 859 | −18,24 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 46 413 | −6,30 | 5 072 | −2,07 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 4 500 | 0,00 | 492 | 4,47 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 793 | −19,40 | 633 | −15,71 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 1 892 | 207 | ||||||
2025-07-30 | 13F | Wbh Advisory Inc | 36 928 | 4,74 | 4 036 | 9,47 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 036 | 0,00 | 113 | 4,63 | ||||
2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 11 163 | 0,00 | 1 220 | 4,54 | ||||
2025-08-11 | 13F | Pollock Investment Advisors, LLC | 2 540 | 0,00 | 278 | 4,53 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 18 794 | 0,00 | 2 054 | 4,48 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 378 398 | 10,43 | 41 355 | 15,41 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 107 494 | 8,00 | 11 748 | 12,87 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 11 240 | 0,26 | 1 228 | 4,78 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 9 938 | −9,51 | 1 086 | −5,40 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 268 | −9,23 | 466 | −5,09 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 889 517 | 7 143,62 | 97 215 | 7 471,26 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 11 256 | −14,23 | 1 230 | −10,35 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 6 583 | −36,59 | 720 | −33,73 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 553 | 2,51 | 389 | 7,18 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 11 805 | 1,92 | 1 290 | 6,52 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 90 597 | 0,60 | 9 901 | 5,15 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 384 477 | 0,14 | 42 019 | 4,66 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 8 669 | 1,43 | 947 | 6,05 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 467 429 | −9,86 | 51 085 | −5,79 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 25 | −24,24 | 3 | −33,33 | ||||
2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6 143 | −8,11 | 671 | −4,01 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 5 862 | 18,28 | 641 | 23,55 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 4 871 | 1,29 | 532 | 5,98 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 5 182 | −2,76 | 566 | 1,62 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 7 013 | 5,22 | 766 | 10,06 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 31 894 | 3 486 | ||||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 15 068 | 13,11 | 1 647 | 18,16 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 400 385 | −1,39 | 43 758 | 3,06 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Callan Family Office, LLC | 76 304 | 14,05 | 8 339 | 19,20 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 8 491 | −8,72 | 928 | −4,63 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 953 | 0,00 | 104 | 5,05 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29 079 | 1,18 | 3 178 | 5,76 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 13 889 | 16,08 | 2 | 0,00 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 47 785 | 1,42 | 5 219 | 5,95 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 156 416 | 0,07 | 16 356 | −10,46 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2 082 | −1,19 | 227 | 3,18 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 2 746 | 300 | ||||||
2025-08-13 | 13F | F/M Investments LLC | 79 080 | 7,94 | 8 643 | 12,82 | ||||
2025-08-19 | 13F | Cim, Llc | 2 486 | −3,76 | 272 | 0,37 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Covestor Ltd | 265 | 92,03 | 0 | |||||
2025-08-12 | 13F | Heron Bay Capital Management | 2 108 | −97,69 | 230 | −97,59 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 50 | 0,00 | 6 | 0,00 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 6 684 | 347,09 | 730 | 367,95 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 1 948 | 213 | ||||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 638 | 70 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 641 260 | −17,02 | 70 083 | −13,27 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 178 339 | 3,06 | 19 491 | 7,71 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 815 056 | −17,84 | 89 077 | −14,13 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 145 | −11,37 | 562 | −7,41 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 150 | 0,00 | 16 | 6,67 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 130 006 | −9,32 | 14 208 | −5,22 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 154 560 | 2,23 | 16 530 | 6,89 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 5 349 | −9,95 | 585 | −5,96 | ||||
2025-08-08 | 13F | Bailard, Inc. | 124 073 | −0,92 | 13 560 | 3,54 | ||||
2025-06-18 | 13F/A | Voya Investment Management Llc | 415 303 | −21,85 | 43 428 | −29,07 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Heritage Investors Management Corp | 38 837 | 2,41 | 4 | 33,33 | ||||
2025-08-15 | 13F | Morgan Stanley | 18 135 874 | −3,04 | 1 982 070 | 1,34 | ||||
2025-07-16 | 13F | Augustine Asset Management Inc | 2 409 | 5,80 | 263 | 10,50 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 4 572 | 3,72 | 500 | 8,48 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RMR Capital Management, LLC | 3 273 | 0,00 | 358 | 4,39 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7 749 | −91,41 | 847 | −91,03 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 063 | 0,20 | 772 | 4,61 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 24 | 0,00 | 3 | 0,00 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 5 821 | −2,51 | 636 | 1,92 | ||||
2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 116 187 | 0,64 | 12 698 | 5,19 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 15 475 | −1,12 | 1 691 | 3,36 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 35 221 | −1,60 | 3 849 | 2,86 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 3 583 | −16,58 | 375 | −24,29 | ||||
2025-04-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | JT Stratford LLC | 93 427 | 8,75 | 10 211 | 13,66 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 3 264 | 0,03 | 357 | 4,40 | ||||
2025-08-14 | 13F | STAR Financial Bank | 33 194 | 17,41 | 3 628 | 22,70 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 14 104 | −2,95 | 1 541 | 1,45 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 3 672 | 85,17 | 401 | 93,72 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 7 793 | 4,97 | 815 | −4,80 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 105 727 | 3,40 | 11 555 | 8,07 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 3 752 | 7,91 | 410 | 12,95 | ||||
2025-07-29 | 13F | TFC Financial Management | 13 123 | −14,52 | 1 434 | −10,65 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 840 | 201 | ||||||
2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class | 19 370 | −51,00 | 2 117 | −48,80 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 839 | −39,03 | 201 | −36,51 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 32 851 | 3,52 | 3 590 | 8,20 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 22 208 | −84,49 | 2 464 | −83,58 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 188 932 | 3,43 | 20 648 | 8,10 | ||||
2025-04-24 | 13F | Illinois Municipal Retirement Fund | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 8 343 443 | 1,23 | 911 855 | 5,80 | ||||
2025-08-12 | 13F | Bronte Capital Management Pty Ltd. | 555 945 | −57,18 | 65 009 | −57,94 | ||||
2025-04-28 | NP | LEXI - Alexis Practical Tactical ETF | 55 003 | 232,26 | 6 149 | 193,60 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 12 422 | −2,49 | 1 358 | 1,88 | ||||
2025-07-29 | 13F | Activest Wealth Management | 4 026 | 29,75 | 440 | 35,49 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 92 632 | −0,02 | 10 124 | 4,49 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 45 238 | −0,51 | 4 944 | 4,02 | ||||
2025-08-07 | 13F | Simplify Asset Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | State of Tennessee, Treasury Department | 135 161 | 0,00 | 14 772 | 4,51 | ||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 11 962 | −26,50 | 1 307 | −23,16 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 3 164 | 0,00 | 346 | 4,55 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 145 531 | −18,01 | 15 905 | −14,31 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 1 870 | −10,10 | 204 | −5,99 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 34 443 | 17,71 | 3 764 | 11,66 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 42 093 | 1,52 | 4 600 | 6,11 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 15 476 | 5,06 | 1 691 | 9,81 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 235 | −7,84 | 26 | −3,85 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 72 076 | −10,92 | 7 877 | −6,89 | ||||
2025-07-29 | 13F | United Bank | 32 876 | 4,76 | 3 593 | 9,51 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 139 377 | 7,26 | 15 493 | 14,02 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 84 243 | 48,67 | 9 207 | 55,38 | ||||
2025-08-14 | 13F | Kmt Wealth Management, Llc | 8 383 | 0,00 | 916 | 4,57 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 2 424 | 265 | ||||||
2025-07-31 | 13F | Future You Wealth Llc | 7 060 | 66,47 | 772 | 74,04 | ||||
2025-08-14 | 13F | Dagco, Inc. | 3 980 | −4,40 | 435 | −0,23 | ||||
2025-08-13 | 13F | American Money Management, LLC | 64 923 | 2,12 | 7 095 | 6,72 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 153 076 | −0,68 | 16 730 | 3,80 | ||||
2025-08-13 | 13F | Acorns Advisers, LLC | 3 347 838 | 15,97 | 366 | 21,26 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 126 761 | −0,02 | 13 854 | 4,49 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 273 928 | 1,00 | 29 938 | 5,55 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 162 650 | −1,46 | 17 776 | 2,98 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 127 042 | −35,50 | 13 884 | −32,59 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 11 993 | −1,64 | 1 311 | 2,75 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 229 502 | 5,51 | 25 082 | 10,27 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 20 563 | −12,73 | 2 247 | −8,77 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13 395 | −0,75 | 1 464 | 3,69 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 3 577 | −3,35 | 391 | 0,78 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 2 767 | 0,00 | 302 | 4,50 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 19 254 728 | 2 050 | ||||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 84 314 | −0,36 | 9 215 | 4,14 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 352 984 | 0,72 | 38 578 | 5,27 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 2 677 | 0,00 | 293 | 4,66 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 285 401 | −17,92 | 31 192 | −14,21 | ||||
2025-05-13 | 13F | Syverson Strege & Co | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 25 600 | 3,83 | 2 798 | 8,49 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 337 113 | 75,47 | 36 843 | 83,39 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 1 869 | 204 | ||||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 21 119 | 7,35 | 2 375 | 22,11 | ||||
2025-07-09 | 13F | Epiq Partners, Llc | 2 800 | 0,00 | 306 | 4,79 | ||||
2025-08-12 | 13F | Argent Trust Co | 118 117 | −25,42 | 12 909 | −22,05 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 136 525 | 7,46 | 15 | 7,69 | ||||
2025-07-09 | 13F | Woodstock Corp | 11 904 | −34,02 | 1 301 | −31,07 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 206 056 | 5,29 | 22 526 | 10,04 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 272 420 | 0,89 | 29 773 | 5,45 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 589 570 | 1,97 | 173 726 | 6,57 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 5 864 | −3,17 | 641 | 1,11 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2 808 | −8,38 | 307 | −4,37 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 29 903 | −1,42 | 3 268 | 3,06 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 17 849 | 24,07 | 2 000 | 30,74 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 187 | 0,00 | 20 | 5,26 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 4 459 | −13,18 | 487 | −9,31 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 5 670 | 0,00 | 620 | 4,56 | ||||
2025-08-13 | 13F | Wealthquest Corp | 27 079 | −4,77 | 2 959 | −0,47 | ||||
2025-08-14 | 13F | K2 Principal Fund, L.p. | Put | 20 000 | −33,33 | 2 186 | −30,35 | |||
2025-07-11 | 13F | Thomasville National Bank | 4 533 | 0,76 | 495 | 5,32 | ||||
2025-04-15 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Beaton Management Co. Inc. | 2 164 | −1,14 | 0 | |||||
2025-08-08 | 13F | Firestone Capital Management | 8 835 | 48,19 | 966 | 54,90 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 17 099 | 0,23 | 1 869 | 4,77 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 3 843 | −3,54 | 420 | 0,72 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 704 794 | 8,97 | 77 027 | 13,89 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 225 917 | 20,52 | 24 690 | 25,96 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 21 042 | −21,00 | 2 300 | −17,45 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 1 830 | 200 | ||||||
2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 527 | −27,11 | 58 | −24,00 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 590 817 | 3,11 | 64 570 | 7,77 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 50 | 0,00 | 6 | 25,00 | ||||
2025-07-30 | 13F | Sentry LLC | 3 604 | 0,00 | 394 | 4,52 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 19 973 | 6,87 | 2 183 | 11,67 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 4 976 | −2,05 | 544 | 2,45 | ||||
2025-07-31 | 13F | New Hampshire Trust | 29 654 | −1,20 | 3 241 | 3,25 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 214 | 0,00 | 24 | 4,55 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 11 620 | −1,10 | 1 270 | 3,42 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 760 607 | −8,78 | 83 127 | −4,67 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 922 025 | 0,36 | 100 768 | 4,90 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 93 781 | −0,40 | 10 249 | 4,10 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 10 511 | 10,28 | 1 149 | 15,26 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 17 916 | −3,21 | 1 958 | 1,19 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 39 174 | −9,10 | 4 281 | −4,99 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL Small Cap Index Fund (I) | 104 288 | 75,59 | 11 398 | 83,53 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 34 252 | −10,63 | 3 743 | −6,59 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 58 056 | −4,46 | 6 345 | −0,16 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II | 26 399 | 5,55 | 2 885 | 10,33 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3 261 | 356 | ||||||
2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 4 602 | 0,00 | 1 | |||||
2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 20 261 | −7,87 | 2 214 | −3,70 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 2 657 | 1,53 | 0 | |||||
2025-08-01 | 13F | Purkiss Capital Advisors LLC | 2 151 | 235 | ||||||
2025-08-07 | 13F | Ibex Wealth Advisors | 5 138 | 562 | ||||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 19 433 | 1,67 | 2 124 | 6,26 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 263 | 0,00 | 29 | 3,70 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 9 988 | −0,01 | 1 092 | 4,50 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 14 251 | −3,53 | 1 558 | 0,84 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 3 442 | 0,35 | 376 | 5,03 | ||||
2025-08-06 | 13F | Simmons Bank | 195 491 | −1,23 | 21 365 | 3,23 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Fermata Advisors, LLC | 3 201 | −35,44 | 350 | −32,63 | ||||
2025-06-18 | NP | NADMX - Nationwide Investor Destinations Moderate Fund Class A | 140 352 | −0,74 | 14 053 | −16,09 | ||||
2025-07-07 | 13F | Trust Co | 2 835 | −9,05 | 310 | −4,92 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 47 075 | −2,69 | 5 145 | 1,70 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 4 846 | −72,82 | 531 | −71,93 | ||||
2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
2025-03-27 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 18 909 | 2 240 | ||||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 108 | 12 | ||||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 32 791 | −1,27 | 3 584 | 3,20 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 245 156 | 27,14 | 26 793 | 32,88 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 2 701 | −95,22 | 295 | −95,00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 4 592 | −15,99 | 502 | −12,26 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 3 370 | −0,62 | 368 | 3,95 | ||||
2025-07-22 | 13F | Iowa State Bank | 179 909 | 2,51 | 19 662 | 7,14 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 175 650 | 11,70 | 19 197 | 16,74 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 3 898 | 0,26 | 426 | 4,93 | ||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 5 436 | 594 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1 190 598 | 2,16 | 130 120 | 11,78 | ||||
2025-08-14 | 13F | Apriem Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Manhattan Co | 29 947 | 0,92 | 3 273 | 5,45 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 10 862 | −0,06 | 1 187 | 4,49 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 34 413 | −0,43 | 3 761 | 4,07 | ||||
2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 9 460 | 0,34 | 1 034 | 4,87 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 2 252 | −3,01 | 244 | 2,09 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 84 874 | −10,71 | 9 276 | −6,69 | ||||
2025-08-01 | 13F | Teacher Retirement System Of Texas | 617 457 | 0,00 | 67 482 | 4,51 | ||||
2025-08-12 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 21 096 | 8,06 | 2 306 | 12,93 | ||||
2025-08-13 | 13F | Ally Financial Inc. | 618 000 | 0,00 | 67 541 | 4,51 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 5 005 104 | 547 008 | ||||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 638 | 0,00 | 70 | 4,55 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 18 685 | 2 046 | ||||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II | 48 717 | 8,49 | 5 324 | 13,40 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 25 547 | −4,86 | 2 792 | −0,53 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 15 611 | 1,46 | 1 781 | 21,34 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 1 946 | 0,00 | 213 | 4,43 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 3 060 | −60,90 | 334 | −59,17 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 34 903 | −1,37 | 3 815 | 3,08 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 23 049 | −2,86 | 2 519 | 1,53 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 11 150 | −5,64 | 1 219 | −1,38 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 9 561 | 0,00 | 1 045 | 4,50 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 150 | 16 | ||||||
2025-08-06 | 13F | Aspetuck Financial Management LLC | 44 919 | −0,71 | 4 909 | 3,78 | ||||
2025-04-23 | 13F | Integris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | RFP Financial Group LLC | 39 121 | 10,23 | 4 276 | 15,20 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 253 292 | −14,67 | 27 933 | −10,01 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 109 400 | 6,31 | 11 956 | 11,10 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 118 315 | −0,31 | 12 931 | 4,18 | ||||
2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 3 982 | 1,48 | 420 | 9,97 | ||||
2025-08-12 | 13F | Farmers National Bank | 2 286 | −7,15 | 250 | −3,11 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 849 | −4,79 | 202 | −0,49 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 55 | 0,00 | 6 | 20,00 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 3 970 | −16,44 | 434 | −12,70 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ti-trust, Inc | 10 548 | 0,76 | 1 153 | 5,30 | ||||
2025-04-28 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 11 813 | −1,20 | 1 291 | 3,28 | ||||
2025-08-08 | 13F | Paragon Capital Management LLC | 2 703 | 0,00 | 295 | 4,61 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 66 618 | 3,59 | 7 405 | 9,88 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 6 646 | −11,94 | 726 | −7,98 | ||||
2025-08-05 | 13F | Hi-Line Capital Management, LLC | 42 097 | 14,24 | 4 601 | 19,39 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 64 901 | 0,13 | 7 093 | 4,66 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 448 | 9,32 | 814 | 14,33 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 1 936 | −1,73 | 212 | 2,43 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 4 320 | 0,00 | 472 | 4,66 | ||||
2025-05-15 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 38 998 | −8,09 | 4 262 | −3,42 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 37 763 | 4,72 | 4 127 | 9,47 | ||||
2025-08-11 | 13F | Poehling Capital Management, LLC | 3 393 | 0,00 | 371 | 4,52 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 187 756 | −42,16 | 20 520 | −39,55 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 861 | −7,42 | 94 | −3,09 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 19 986 | 2,67 | 2 184 | 7,32 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 069 | −15,45 | 226 | −11,37 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 3 674 | −8,40 | 402 | −4,30 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 139 974 | 3,71 | 15 298 | 8,39 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 3 834 308 | 0,92 | 419 052 | 5,48 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 502 | 0,00 | 55 | 3,85 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 106 | 41,33 | 12 | 57,14 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 28 120 | 0,72 | 3 073 | 5,28 | ||||
2025-08-14 | 13F | Bayesian Capital Management, LP | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 2 022 | 0 | ||||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 2 434 | 0,04 | 266 | 1,53 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 409 | 8,49 | 45 | 12,82 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 55 382 | 3,51 | 6 | 20,00 | ||||
2025-08-11 | 13F | Eq Llc | 2 284 | −83,30 | 250 | −82,59 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 30 124 | −22,82 | 3 292 | −19,33 | ||||
2025-08-14 | 13F | Destination Wealth Management | 830 153 | 4,19 | 90 727 | 8,89 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 3 870 | −17,41 | 423 | −13,88 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 3 144 | 0,00 | 344 | 4,57 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 8 891 | −47,15 | 972 | −44,80 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 6 917 | −39,88 | 756 | −37,24 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 7 799 | 32,57 | 852 | 38,54 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 11 723 | 5,15 | 1 281 | 9,96 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 2 232 | 1,73 | 244 | 6,11 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 155 077 | −58,82 | 17 115 | −56,54 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 5 124 | 11,83 | 560 | 16,70 | ||||
2025-07-30 | 13F | First Interstate Bank | 664 698 | −0,27 | 72 645 | 4,23 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 23 465 | 0,15 | 3 | 0,00 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 32 238 | 12,29 | 3 523 | 17,36 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 100 713 | 3,36 | 11 007 | 8,02 | ||||
2025-07-24 | 13F | Blair William & Co/il | 285 111 | −11,46 | 31 160 | −7,47 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 12 995 | 173,64 | 1 420 | 186,29 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 24 372 | 0,54 | 2 664 | 5,09 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 9 714 | −7,99 | 1 062 | −3,89 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II | 140 389 | 4,82 | 15 343 | 9,56 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 61 644 | −86,43 | 6 737 | −85,82 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 8 619 | −15,39 | 864 | −26,43 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 138 457 | −4,38 | 15 132 | −0,07 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 38 291 | −6,65 | 4 184 | −2,43 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3 541 | 4,58 | 387 | 19,88 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 32 779 | 3,89 | 3 657 | 21,62 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 29 029 | −4,60 | 3 173 | −0,28 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 60 | 0,00 | 7 | 0,00 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 1 270 | 0,00 | 139 | 4,55 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 120 471 | −2,05 | 13 166 | 2,37 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 3 194 | −6,53 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 124 056 | −13,09 | 13 558 | −9,17 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 547 | 2 635,00 | 60 | 2 850,00 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 6 981 | −7,14 | 763 | −3,05 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 9 790 | −9,34 | 1 070 | −5,31 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 5 942 | 16,56 | 649 | 21,76 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 2 454 | −6,90 | 268 | −2,55 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 410 | −3,76 | 45 | 0,00 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 2 551 | 12,18 | 279 | 17,30 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 11 777 | −36,67 | 1 287 | −33,80 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20 695 | −22,46 | 2 | 0,00 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 11 880 | 35,26 | 1 298 | 41,39 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 55 970 | 6 117 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 133 545 | 5,91 | 14 595 | 10,69 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 37 278 | −7,04 | 4 074 | −2,84 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 10 425 | 88,45 | 1 139 | 97,06 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 2 072 | 0,00 | 226 | 4,63 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 4 654 | −2,94 | 509 | 1,40 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 4 128 | −0,07 | 451 | 4,64 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 7 331 | −0,07 | 801 | 4,43 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 14 900 | 4,85 | 1 628 | 9,56 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 4 379 | 84,53 | 479 | 92,74 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 989 | 433 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 72 600 | 1 715,00 | 7 934 | 1 798,09 | |||
2025-07-17 | 13F | Enclave Advisors LLC | 54 488 | −15,69 | 5 955 | −11,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 855 611 | −6,71 | 202 800 | −2,50 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77 295 | 6,02 | 8 448 | 10,81 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 13 800 | 28,97 | 1 508 | 34,88 | |||
2025-07-10 | 13F | Brady Family Wealth, Llc | 17 708 | −3,17 | 1 935 | 1,20 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 4 318 | −3,36 | 472 | 0,86 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5 950 | 0,00 | 650 | 4,50 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Rhumbline Advisers | 13 402 | −56,71 | 1 465 | −54,77 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 42 356 | −6,56 | 4 629 | −2,34 | ||||
2025-08-12 | 13F | Ci Investments Inc. | 579 566 | 3,08 | 63 | 8,62 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 661 | −97,56 | 0 | −100,00 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 12 060 | 7,81 | 1 320 | 12,92 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 5 028 | 34,91 | 550 | 41,13 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 2 283 | 0,84 | 239 | −8,46 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 2 937 | 0,00 | 305 | −0,65 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 475 | −78,35 | 161 | −77,39 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 36 049 | −0,32 | 3 940 | 4,18 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 974 377 | 5,41 | 106 490 | 10,17 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 70 935 | −10,67 | 7 752 | −6,65 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 25 961 | 188,10 | 2 837 | 201,17 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 27 452 | 13,56 | 3 000 | 18,72 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 30 922 | −0,97 | 3 379 | 3,49 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 50 435 | 3,30 | 5 512 | 7,95 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 5 204 | 0,00 | 569 | 4,41 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 3 577 | −14,79 | 391 | −10,96 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 3 342 | 4,96 | 365 | 9,94 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 62 583 | 0,00 | 6 840 | 4,51 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 23 711 | −13,68 | 2 712 | −8,16 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 6 274 | −2,24 | 686 | 2,09 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 7 107 | −21,01 | 777 | −17,45 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 14 809 | −26,59 | 1 619 | −23,28 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 4 322 | −13,42 | 472 | −9,58 | ||||
2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 78 310 | 8 559 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 21 972 | −69,51 | 2 401 | −68,14 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 197 | −76,70 | 131 | −75,79 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 171 730 | 2,38 | 1 002 378 | 6,99 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 8 530 | −14,43 | 932 | −10,56 | ||||
2025-04-28 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 9 509 | −26,49 | 952 | −37,86 | ||||
2025-08-14 | 13F | Cito Capital Group, LLC | 1 036 | 0,00 | 0 | |||||
2025-07-29 | 13F | Novare Capital Management Llc | 3 645 | −4,48 | 398 | 0,00 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 55 404 | 0,47 | 6 055 | 5,01 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 34 671 | −9,84 | 4 | −25,00 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 6 517 | 6,52 | 697 | 9,08 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 2 927 | 22,01 | 320 | 27,60 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 3 684 | −0,24 | ||||||
2025-08-12 | 13F | Legal & General Group Plc | 105 458 | 5,57 | 11 525 | 10,33 | ||||
2025-08-14 | 13F | Eight 31 Financial Llc | 2 340 | 0,65 | 256 | 4,94 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 451 997 | −11,79 | 158 689 | −7,81 | ||||
2025-08-14 | 13F | Nepc Llc | 33 528 | −0,04 | 3 664 | 4,48 | ||||
2025-08-04 | 13F | Field & Main Bank | 200 | 0,00 | 22 | 5,00 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Millennium Management Llc | 86 715 | 64,79 | 9 477 | 72,25 | ||||
2025-05-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 636 | −2,15 | 0 | |||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 26 364 | −1,54 | 2 881 | 2,93 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 4 489 | 0,00 | 491 | 4,48 | ||||
2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 4 997 | −0,85 | 546 | 3,80 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 79 | 0,00 | 9 | 0,00 | ||||
2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3 974 | 5,16 | 434 | 9,87 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 1 865 | −4,36 | 204 | 0,00 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 2 775 | 0,00 | 303 | 4,48 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 68 062 | 11,42 | 7 438 | 16,46 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 74 405 | 1,82 | 8 132 | 6,41 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11 092 | −4,12 | 1 254 | 3,72 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 2 051 | 224 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 1 840 | 201 | ||||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 32 073 | 4,12 | 3 505 | 8,82 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 31 970 807 | −3,11 | 3 494 089 | 1,26 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 72 684 | 22,69 | 7 944 | 28,22 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 423 545 | −5,94 | 46 289 | −1,69 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 44 366 | −17,27 | 5 | −20,00 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 2 664 | 0,00 | 291 | 4,68 | ||||
2025-05-13 | 13F | Compass Financial Group, INC/SD | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 8 480 | 17,11 | 927 | 22,32 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 15 589 | −20,10 | 1 704 | −16,52 | ||||
2025-08-12 | 13F | Haverford Financial Services, Inc. | 5 210 | 0,00 | 569 | 4,60 | ||||
2025-08-13 | 13F | Peloton Wealth Strategists | 2 899 | −12,12 | 0 | |||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 154 | 0,00 | 17 | 0,00 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 250 176 | 0,78 | 27 342 | 5,33 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 8 561 | −23,21 | 936 | −19,74 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 3 093 | 0,00 | 338 | 4,64 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 42 032 | −2,95 | 4 594 | 1,41 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 24 852 | −0,10 | 2 716 | 4,42 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 3 420 | −20,09 | 374 | −16,55 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 1 835 | 201 | ||||||
2025-08-06 | 13F | Convergence Financial, LLC | 18 865 | 6,82 | 2 062 | 11,65 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 4 652 | 0,00 | 1 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 3 683 | 3,46 | 403 | 13,24 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 13 141 | −19,03 | 1 436 | −15,38 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 84 393 | 48,49 | 9 223 | 55,19 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 17 087 | 212,09 | 1 867 | 226,40 | ||||
2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 19 239 | 2 103 | ||||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 624 862 | −3,85 | 68 291 | 0,49 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 6 675 | 0,30 | 729 | 4,89 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 103 999 | 3,21 | 11 366 | 7,87 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 13 665 | −6,14 | 1 493 | −1,91 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 104 252 | 29,78 | 11 394 | 35,63 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 15 755 | −4,01 | 1 722 | −4,02 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 3 053 | 56,89 | 334 | 64,04 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 2 211 | 0,00 | 242 | 4,33 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 226 261 | −68,89 | 24 728 | −67,49 | ||||
2025-04-24 | 13F | Falcon Wealth Planning | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Fmb Wealth Management | 5 936 | 0,00 | 649 | 4,52 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 616 | −76,55 | 67 | −75,55 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7 460 | −0,63 | 815 | 3,95 | ||||
2025-08-14 | 13F | UBS Group AG | 10 006 675 | −5,66 | 1 093 630 | −1,41 | ||||
2025-08-14 | 13F | UBS Group AG | Call | 10 040 | 0,00 | 1 097 | 4,58 | |||
2025-07-29 | 13F | International Assets Investment Management, Llc | 8 484 | −5,93 | 927 | −1,70 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 48 769 | −2,59 | 5 330 | 1,80 | ||||
2025-07-23 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Pineridge Advisors LLC | 282 | −0,35 | 31 | 3,45 | ||||
2025-08-12 | 13F | New World Advisors LLC | 60 560 | 0,38 | 6 619 | 4,90 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 49 150 | 7,21 | 5 372 | 12,04 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 16 194 | −2,63 | 1 770 | 1,73 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 233 242 | 1,85 | 25 491 | 6,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 380 060 | 17,53 | 150 264 | 22,31 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 2 554 | 0,39 | 279 | 4,89 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 221 | 121,00 | 24 | 140,00 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 20 702 | 20,76 | 2 263 | 26,23 | ||||
2025-08-14 | 13F | LM Advisors LLC | 1 957 | 0,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 16 436 847 | −4,05 | 1 796 383 | 0,28 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 12 371 | −25,57 | 1 352 | −22,27 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 58 422 | −70,47 | 6 385 | −69,15 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 13 875 | 10,54 | 1 516 | 15,55 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 77 185 | 12,58 | 8 436 | 17,66 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 5 813 | −13,37 | 635 | −9,42 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 5 951 | −24,53 | 650 | −21,12 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 217 636 | 1,78 | 23 785 | 6,37 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 545 | 22,36 | 278 | 28,11 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 22 370 | −1,92 | 2 445 | 2,52 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 85 939 | −4,39 | 9 392 | 0,47 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 6 192 | −94,80 | 687 | −94,48 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 37 949 | 8,82 | 4 147 | 13,74 | ||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 88 427 | 13,56 | 9 664 | 7,72 | ||||
2025-08-11 | 13F | Midwest Professional Planners, LTD. | 22 294 | 1,36 | 2 437 | 5,96 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 4 035 | 0,12 | 0 | |||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 35 755 | −90,44 | 3 908 | −90,01 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 30 246 | −34,48 | 3 306 | −37,86 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 8 269 | 7,63 | 904 | 12,45 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 2 400 | 0,33 | 262 | 4,80 | ||||
2025-08-26 | 13F | Claris Financial LLC | 2 141 | −20,05 | 234 | −24,35 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 19 297 | −13,28 | 2 109 | −9,33 | ||||
2025-08-14 | 13F | CIBC Asset Management Inc | 5 634 | 0,00 | 616 | 4,41 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 6 124 | 0,00 | 1 | |||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 1 900 | 208 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 2 950 | −1,83 | 322 | 2,55 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 19 444 | −15,20 | 2 125 | −11,39 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 103 044 | −2,51 | 11 589 | 4,85 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 14 151 | 11,95 | 1 547 | 17,03 | ||||
2025-07-16 | 13F | Pictet & Cie (Europe) SA | 2 110 | 0,00 | 231 | 4,55 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 76 600 | 4,93 | 8 372 | 9,67 | |||
2025-07-08 | 13F | Boltwood Capital Management | 56 411 | −0,38 | 6 165 | 4,12 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 75 410 | 4,34 | 8 242 | 9,05 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 171 552 | 3,72 | 18 749 | 8,40 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 66 704 | 203,60 | 7 290 | 217,37 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 5 738 | −6,52 | 627 | −2,18 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 36 172 | 9,45 | 4 084 | 23,80 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 2 171 | −0,64 | 237 | 3,95 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 342 500 | −19,18 | 37 432 | −15,54 | |||
2025-07-31 | 13F | DDD Partners, LLC | 2 959 | 0,00 | 323 | 4,53 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 39 141 | −4,33 | 4 278 | −0,02 | ||||
2025-08-07 | 13F | W Advisors, Llc | 5 546 | 0,00 | 606 | 4,66 | ||||
2025-06-25 | NP | DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares | 71 689 | 428,45 | 7 178 | 346,95 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 27 801 | −9,03 | 3 038 | −4,91 | ||||
2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 52 216 | 75,91 | 5 709 | 83,77 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 292 | 0,00 | 32 | 3,33 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 212 258 | 20,70 | 23 198 | 26,15 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 10 301 | 1,22 | 1 142 | 6,94 | ||||
2025-08-07 | 13F | Commerce Bank | 51 743 | −5,45 | 5 655 | −1,19 | ||||
2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 150 215 | 43,18 | 15 828 | 34,96 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 7 667 | 0,70 | 838 | 5,15 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 43 135 | −51,15 | 4 714 | −48,94 | ||||
2025-08-04 | 13F | Spire Wealth Management | 49 402 | −27,86 | 5 329 | −25,58 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 4 644 | 0,00 | 508 | 4,54 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 11 106 | −8,23 | 1 214 | −4,11 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 42 288 | 12,41 | 4 619 | 17,44 | ||||
2025-07-31 | 13F | United Community Bank | 18 867 | −19,40 | 2 062 | −15,77 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Buffington Mohr McNeal | 129 642 | 4 333,72 | 13 557 | 3 934,52 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 5 055 | −53,08 | 564 | −50,00 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2 914 | 25,44 | 318 | 31,40 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 3 612 | 0,00 | 395 | 4,51 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 24 992 | −21,48 | 2 731 | −17,94 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 10 073 | −26,99 | 1 101 | −23,72 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 124 458 | 8,34 | 122 892 | 13,23 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 15 393 | −11,74 | 1 738 | 3,58 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 87 353 | 0,66 | 9 547 | 5,20 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 308 060 | 35,37 | 33 668 | 41,48 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 9 150 | 0,00 | 1 000 | 4,60 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 173 885 | −6,03 | 19 004 | −1,79 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 26 826 | −11,13 | 2 932 | −7,13 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 91 896 | −2,78 | 10 043 | 1,60 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 18 991 | 0,55 | 2 076 | 5,06 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 128 760 | 7,53 | 14 072 | 12,39 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 6 138 | 1,04 | 671 | 5,51 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11 367 | −0,11 | 1 242 | 4,37 | ||||
2025-05-02 | 13F | Ndwm Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 41 867 | −1,30 | 4 576 | 3,16 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 393 211 | 42 974 | ||||||
2025-08-07 | 13F | Alliance Wealth Management Group | 46 078 | 8,32 | 5 036 | 13,22 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 4 622 | −9,94 | 505 | −5,78 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 4 863 | 69,21 | 531 | 60,42 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 23 785 | −12,76 | 2 599 | −8,84 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 2 269 | −15,74 | 259 | −8,19 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 10 775 | −0,62 | 1 178 | 3,88 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 31 283 | −0,68 | 3 419 | 3,80 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 103 635 | 1,31 | 11 326 | 5,88 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | CNB Bank | 5 567 | 1,29 | 608 | 5,92 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 008 | −2,64 | 547 | 1,86 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 3 545 | 32,52 | 387 | 38,71 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 17 | −94,50 | 2 | −96,87 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 4 610 | 2,60 | 504 | 7,25 | ||||
2025-08-14 | 13F | Syon Capital Llc | 23 122 | −70,96 | 2 527 | −69,66 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 279 828 | 15,74 | 30 582 | 20,96 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 14 039 | −7,94 | 1 534 | −3,76 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 4 746 | −0,02 | 519 | 4,44 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 8 093 | −23,45 | 884 | −20,00 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 632 380 | −13,51 | 69 113 | −9,61 | ||||
2025-04-25 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 3 473 | −2,55 | 380 | 1,88 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 589 | 38,59 | 64 | 45,45 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 9 | 0,00 | 1 | |||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 263 641 | 0,41 | 28 813 | 4,95 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 147 130 | −39,90 | 16 080 | −37,19 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | First Bank & Trust | 127 156 | 2,47 | 13 897 | 7,09 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 56 986 | −17,38 | 6 228 | −13,66 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 60 835 | −1,27 | 6 649 | 3,18 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 34 041 | −31,20 | 3 720 | −28,10 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 4 293 | 0,68 | 469 | 5,39 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 63 829 | −5,32 | 6 976 | −1,05 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 148 | −24,40 | 453 | −20,94 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 6 417 | 3,17 | 701 | 7,85 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 5 271 | 595 | ||||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 2 405 | 0,00 | 263 | 4,38 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 5 024 941 | −2,56 | 549 176 | 1,84 | ||||
2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 343 699 | 2,96 | 37 563 | 7,61 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 3 840 | 5,52 | 420 | 10,26 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 20 730 | −9,07 | 2 266 | −4,95 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 205 381 | 0,31 | 22 446 | 4,84 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 5 510 | 7,64 | 602 | 12,52 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 10 219 | 1 117 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 6 149 440 | −33,54 | 672 072 | −30,54 | ||||
2025-08-07 | 13F | Mayport, Llc | 2 762 | −9,56 | 302 | −5,64 | ||||
2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 2 700 | 12,88 | 295 | 18,00 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 27 175 | 8,09 | 2 970 | 12,98 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 1 851 | 202 | ||||||
2025-07-24 | 13F | Nationwide Fund Advisors | 1 097 538 | 4,77 | 119 950 | 9,50 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 6 893 | −9,40 | 753 | −5,28 | ||||
2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 37 983 | 4 151 | ||||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 11 571 | −4,08 | 1 265 | 0,24 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 104 113 | 61,30 | 11 379 | 68,59 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 11 715 | −4,27 | 1 280 | 0,08 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 330 | −69,61 | 376 | −64,62 | ||||
2025-07-29 | 13F | Creekside Partners | 6 110 | 0,05 | 668 | 4,55 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 13 832 | −7,19 | 1 446 | −15,78 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 775 | −9,91 | 631 | −5,82 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5 269 | −11,83 | 576 | −7,85 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 11 312 | 24,77 | 1 236 | 30,38 | ||||
2025-08-05 | 13F | Huntington National Bank | 192 250 | −3,53 | ||||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 178 | 19 | ||||||
2025-08-08 | 13F | Avalon Trust Co | 1 103 | 121 | ||||||
2025-07-21 | 13F | Ntv Asset Management Llc | 52 403 | 2,34 | 5 727 | 6,97 | ||||
2025-04-25 | 13F | Townsend & Associates, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 5 220 | 0,00 | 570 | 4,59 | ||||
2025-08-12 | 13F | Archer Investment Corp | 204 | −2,86 | 22 | 4,76 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 351 | −23,03 | 38 | −19,15 | ||||
2025-08-04 | 13F | Human Investing LLC | 152 932 | 6,33 | 16 722 | 11,19 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 151 768 | −21,68 | 16 587 | −18,15 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 697 | −28,26 | 513 | −25,00 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5 734 | 627 | ||||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 7 005 | −14,30 | 766 | −10,42 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 31 927 | −0,41 | 3 489 | 4,09 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 3 158 | 0,03 | 345 | 4,55 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 45 433 | −3,46 | 4 965 | 0,89 | ||||
2025-07-11 | 13F | Busey Wealth Management | 18 567 | 2,53 | 2 029 | 7,18 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 1 790 | −21,80 | 196 | −32,53 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 251 | 0,40 | 27 | 3,85 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2 042 | 223 | ||||||
2025-05-02 | 13F | Fortress Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 116 000 | −0,85 | 12 678 | 4,17 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 480 | 0,21 | 52 | 4,00 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 2 154 | 0,05 | 235 | 4,44 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 31 728 | −6,41 | 3 | 0,00 | ||||
2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 342 089 | 0,00 | 37 387 | 4,51 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 4 504 | 16,05 | 492 | 21,48 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 7 615 | 1,85 | 832 | 6,53 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 7 204 | 3,08 | 787 | 7,81 | ||||
2025-05-13 | 13F | Watchman Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 92 754 | −4,78 | 10 137 | −0,48 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 8 975 | 1,07 | 981 | 5,60 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 125 989 | −6,86 | 13 769 | −2,66 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 51 872 | 1,85 | 5 669 | 6,46 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 18 577 | −4,07 | 2 030 | 0,25 | ||||
2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 81 531 | 2,45 | 8 164 | −13,39 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 57 703 | 17,74 | 6 080 | 28,84 | ||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 15 231 | 1 669 | ||||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 378 824 | 0,47 | 41 402 | 5,00 | ||||
2025-08-12 | 13F | GDS Wealth Management | 4 074 | 11,65 | 445 | 16,80 | ||||
2025-07-14 | 13F | Founders Capital Management, Llc | 10 172 | −57,34 | 1 112 | −55,44 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 26 602 | −2,39 | 2 907 | 2,04 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 1 996 | 0,10 | 0 | |||||
2025-07-28 | 13F | Boston Trust Walden Corp | 6 253 | −19,55 | 683 | −15,89 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 2 641 | 0,00 | 289 | 4,35 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 6 720 | 0,19 | 734 | 4,71 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 561 | 6,08 | 389 | 10,83 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 28 440 | −1,71 | 3 108 | 2,74 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 27 515 | −0,27 | 3 007 | 4,85 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 161 857 | 0,71 | 17 689 | 5,25 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 255 227 | −14,65 | 27 894 | −10,80 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 204 615 | 12,53 | 22 362 | 17,61 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 2 330 | 0,00 | 255 | 4,53 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 36 881 | 0,12 | 4 031 | 4,65 | ||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 165 824 | 2,94 | 18 123 | 7,59 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 9 265 | −14,33 | 1 013 | −10,44 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 203 | −32,78 | 0 | |||||
2025-08-07 | 13F | Davidson Capital Management Inc. | 2 384 | −95,17 | 261 | −94,96 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 4 864 | −26,10 | 532 | −22,82 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 080 | 4,47 | 233 | 12,02 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 14 520 | −1,75 | 1 587 | 2,65 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 20 727 | −26,82 | 2 265 | −23,51 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 2 783 | 17,48 | 304 | 23,08 | ||||
2025-08-05 | 13F | Meridian Management Co | 112 098 | −9,67 | 12 362 | −4,74 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 134 202 | 6,06 | 14 667 | 11,83 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 988 | −15,43 | 331 | −10,30 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 68 083 | −5,02 | 7 441 | −0,75 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 54 183 | −0,42 | 5 922 | 4,08 | ||||
2025-08-01 | 13F | Motco | 7 037 | −35,97 | 776 | −32,46 | ||||
2025-08-14 | 13F | Sei Investments Co | 41 349 | 16,24 | 4 519 | 21,51 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 5 946 | −14,96 | 650 | −11,22 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 27 370 | 147,24 | 2 991 | 158,51 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 2 129 | 0,00 | 233 | 4,50 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 203 391 | −4,77 | 22 229 | −0,47 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 032 | −9,45 | 550 | −5,51 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 7 018 | 8,98 | 767 | 13,97 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 290 | 0,00 | 32 | 3,33 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 360 850 | 8,94 | 39 437 | 13,86 | ||||
2025-08-18 | 13F | 1248 Management, LLC | 23 128 | −1,13 | 2 528 | 4,16 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 576 493 | 15,49 | 172 295 | 20,70 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 120 170 | −15,75 | 13 133 | −11,94 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 12 413 | −34,31 | 1 357 | −31,38 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 5 323 | −2,26 | 582 | 2,11 | ||||
2025-09-03 | 13F | American Trust | 8 796 | 961 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 17 271 | −17,53 | 1 888 | −13,84 | ||||
2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 250 | 0,00 | 27 | 3,85 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 88 835 | −1,63 | 9 709 | 2,81 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 48 100 | −4,83 | 5 030 | −13,64 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 3 492 | −11,26 | 382 | −7,30 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 153 167 | −37,70 | 16 740 | −34,89 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 96 283 | −8,92 | 10 523 | −4,80 | ||||
2025-08-14 | 13F | Inspire Trust Co, N.a. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Orion Capital Management LLC | 7 823 | −4,96 | 855 | −0,70 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 2 336 | 0,00 | 255 | 4,51 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 5 107 | −53,32 | 558 | −51,22 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 13 667 | 6,31 | 1 494 | 11,09 | ||||
2025-06-18 | NP | NDCAX - Nationwide Investor Destinations Conservative Fund Class A | 5 911 | −0,92 | 592 | −16,29 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 16 083 | 64,20 | 1 758 | 71,58 | ||||
2025-08-14 | 13F | Tandem Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 86 | 0,00 | 9 | 12,50 | ||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 5 781 | 0,00 | 632 | 4,47 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 130 707 | 5,03 | 14 285 | 9,77 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 109 494 | 10,82 | 11 967 | 15,83 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 10 022 | 3,51 | 1 095 | 8,20 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 55 786 | −23,44 | 6 097 | −19,99 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 17 778 | 2 | ||||||
2025-05-21 | 13F | CBM Financial, LLC | 44 554 | 4 797 | ||||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 107 379 | 12 | ||||||
2025-04-30 | 13F | Stonebrook Private Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 35 013 | 3,40 | 3 827 | 8,08 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 837 031 | −0,78 | 91 479 | 3,69 | ||||
2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 7 825 | 0,27 | 855 | 4,78 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Vista Investment Partners Ii, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 44 971 | 3,51 | 4 915 | 8,17 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 1 000 | −10,07 | 109 | −6,03 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 11 | 1 | ||||||
2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 6 848 | −25,09 | 759 | −15,21 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 75 058 | −2,18 | 8 203 | 2,24 | ||||
2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 139 690 | 28,76 | 14 719 | 21,36 | ||||
2025-08-14 | 13F | Headinvest, Llc | 231 279 | −6,64 | 25 277 | −2,43 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 164 623 | −5,84 | 17 992 | 13,64 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 35 433 | 3 873 | ||||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 2 290 | −6,76 | 250 | −2,34 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 972 | 0,00 | 0 | |||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 1 957 | 214 | ||||||
2025-07-22 | 13F | Financial Insights, Inc. | 1 912 | 209 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25 711 | −16,99 | 2 810 | −13,25 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 17 029 | −2,78 | 1 861 | 1,64 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 12 136 | 1 326 | ||||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 585 | −29,90 | 173 | −26,69 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 38 853 | 1,87 | 4 246 | 6,47 | ||||
2025-08-08 | 13F | Condor Capital Management | 94 346 | 1,82 | 10 311 | 6,42 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7 279 | −2,27 | 796 | 2,19 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 45 882 | −9,07 | 5 014 | −4,97 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 223 980 | −0,37 | 24 479 | 4,12 | ||||
2025-08-14 | 13F | Leisure Capital Management | 4 300 | 6,15 | 470 | 10,87 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 228 | −8,43 | 25 | −7,69 | ||||
2025-05-14 | 13F | Credit Agricole S A | 6 557 | 686 | ||||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 273 535 | −0,75 | 29 895 | 3,73 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 5 799 | 634 | ||||||
2025-07-17 | 13F | Saxon Interests, Inc. | 11 867 | 0,00 | 1 241 | 0,00 | ||||
2025-04-11 | 13F | Davis Capital Management | 618 | 3,52 | 65 | −5,88 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 40 734 | −7,50 | 4 595 | −0,22 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 3 648 | −0,36 | 399 | 4,19 | ||||
2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Dohj, Llc | 22 388 | −2,47 | 2 192 | −8,71 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 773 | 0,00 | 303 | 4,84 | ||||
2025-07-29 | 13F | First National Bank of Hutchinson | 56 386 | −1,45 | 6 162 | 3,01 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 166 442 | −0,21 | 18 190 | 4,30 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 2 | 0 | ||||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 30 | −85,71 | 3 | −85,71 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 12 160 | 3,67 | 1 329 | 8,32 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 3 423 | 374 | ||||||
2025-07-31 | 13F | Opus Capital Group, LLC | 347 703 | −4,63 | 38 | 0,00 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 17 887 | −2,74 | 1 955 | 1,61 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 182 927 | 0,19 | 19 992 | 4,71 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 22 352 | 6,13 | 2 443 | 10,90 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 6 109 | 0,11 | 668 | 4,55 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 374 936 | 1,57 | 40 977 | 6,16 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 81 647 | −1,34 | 8 923 | 3,12 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 8 891 | −17,98 | 972 | −14,30 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 32 735 | −73,56 | 3 578 | −72,37 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 1 348 | 0,00 | 147 | 5,00 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 130 | 14 | ||||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 54 392 | 2,54 | 5 945 | 7,74 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 2 101 139 | 0,00 | 229 633 | 4,51 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3 209 657 | −2,63 | 350 783 | 1,77 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 5 393 | 4,05 | 589 | 8,87 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 444 | 0,00 | 0 | |||||
2025-08-14 | 13F | Pingora Partners LLC | 23 | 0,00 | 3 | 0,00 | ||||
2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 749 | −30,33 | 956 | −27,19 | ||||
2025-05-14 | 13F | Royal Fund Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 340 111 | 5,98 | 37 171 | 10,77 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 7 086 | 774 | ||||||
2025-07-17 | 13F | Asio Capital, LLC | 95 402 | −36,43 | 10 427 | −33,56 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 33 607 | 0,31 | 3 673 | 4,82 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 2 338 | −65,57 | 256 | −64,08 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3 767 | 48,66 | 412 | 55,09 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 167 265 | −2,90 | 18 280 | 1,49 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 13 246 | 7,74 | 1 448 | 12,61 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 133 113 | −13,33 | 342 418 | −9,42 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 2 621 | −2,89 | 289 | 2,48 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3 012 | 0,47 | 329 | 5,11 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2 868 | −2,32 | 313 | 1,95 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 19 740 | −0,46 | 2 157 | 4,05 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 6 269 | 19,07 | 685 | 24,55 | ||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 3 011 | 4,40 | 329 | 9,30 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 12 855 | −30,54 | 1 405 | −27,44 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3 651 | 6,63 | 399 | 11,17 | ||||
2025-05-13 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 129 314 | −31,77 | 14 133 | −28,69 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 1 834 | 200 | ||||||
2025-07-17 | 13F | Emerald Advisors, LLC | 35 868 | 5,92 | 3 920 | 10,67 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 117 526 | −8,28 | 12 844 | −4,13 | ||||
2025-07-23 | 13F | Equitable Trust Co | 86 157 | −32,92 | 9 416 | −29,89 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 27 464 | 47,26 | 3 | 200,00 | ||||
2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 18 212 | 0,00 | 1 990 | 4,52 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 36 277 | 6,18 | 3 965 | 10,97 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 88 491 | 13,05 | 9 671 | 18,16 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 987 | 0,37 | 326 | 4,82 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 32 389 | 5,72 | 3 540 | 10,49 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 19 013 | −1,48 | 2 078 | 2,92 | ||||
2025-07-30 | 13F | Connors Investor Services Inc | 5 678 | 143,90 | 621 | 155,14 | ||||
2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 831 203 | 4,46 | 90 842 | 9,18 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 4 109 | 0,17 | 449 | 4,91 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 291 692 | 8,01 | 250 785 | 13,43 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 31 200 | 23,81 | 3 410 | 29,37 | |||
2025-08-07 | 13F | Addison Advisors LLC | 1 055 | 0,00 | 115 | 4,55 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Put | 16 900 | −48,48 | 1 847 | −46,14 | |||
2025-08-13 | 13F | StoneX Group Inc. | 23 960 | −22,82 | 2 619 | −19,35 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 23 273 | −22,48 | 2 544 | −18,99 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Core ETF | 4 781 | 16,67 | 479 | −1,44 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 15 225 | 0,46 | 1 664 | 4,99 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 51 572 | 15,27 | 5 636 | 20,48 | ||||
2025-07-16 | 13F | State of Alaska, Department of Revenue | 13 315 | −16,34 | 1 | 0,00 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 620 379 | −19,34 | 67 801 | −15,69 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 637 | −3,48 | 944 | 0,86 | ||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Second Half Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 136 | 0,00 | 15 | 0,00 | ||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 18 784 | 15,42 | 2 053 | 20,63 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 372 | 30,07 | 41 | 37,93 | ||||
2025-08-07 | 13F | Capitol Family Office, Inc. | 64 085 | 0,11 | 7 004 | 4,63 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9 975 | 0,00 | 1 090 | 4,51 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 166 138 | 4,53 | 18 157 | 9,25 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 32 945 | −1,64 | 3 601 | 2,80 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 7 611 | −12,96 | 832 | −9,08 | ||||
2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 191 651 | 3,66 | 19 190 | −12,36 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 3 481 | 0,06 | 380 | 4,68 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 2 083 | −61,38 | 228 | −59,75 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio | 3 427 | −21,87 | 375 | −18,34 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 534 526 | −2,79 | 58 418 | 1,59 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 536 | −4,32 | 496 | 0,00 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 70 116 | 3,17 | 7 663 | 7,82 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 807 | −13,37 | 853 | −9,45 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 43 540 | −3,52 | 4 758 | 3,39 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Magnolia Capital Management Ltd | 34 281 | −6,75 | 4 | 0,00 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 5 812 | 0,14 | 635 | 4,79 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 488 | −5,15 | 272 | −1,09 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 327 502 | 1,59 | 35 793 | 6,17 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 29 985 | −26,51 | 3 277 | −23,18 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 3 160 | −7,11 | 345 | −2,82 | ||||
2025-08-14 | 13F | FC Advisory LLC | 4 337 | 0,25 | 474 | 4,65 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 44 444 | −14,68 | 4 857 | −10,83 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 4 501 | 0,02 | 492 | 4,47 | ||||
2025-07-09 | 13F | Lincoln Capital Corp | 6 472 | 0,00 | 707 | 4,59 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 9 089 | −0,36 | 993 | 3,33 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 4 118 | 0 | ||||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 137 034 | 432,63 | 14 976 | 456,73 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 32 845 | 85,70 | 3 590 | 94,10 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 270 | 26 900,00 | 30 | −6,45 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 741 743 | 2,83 | 81 213 | 8,25 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 54 125 | 9,47 | 6 | 0,00 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 6 894 | 7,95 | 754 | 12,89 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 58 189 | −0,07 | 6 | 0,00 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 18 866 | 1,62 | 2 062 | 6,18 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4 631 | 1,78 | 506 | 6,53 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 972 | 0,31 | 106 | 4,95 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 28 775 | 3,03 | 3 145 | 7,67 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 13 345 | −14,92 | 1 458 | −11,10 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 107 216 | −7,43 | 11 718 | −3,25 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1 134 | −6,82 | 124 | −3,15 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 13 660 | −12,31 | 1 493 | −8,35 |