Grundläggande statistik
| Institutionella ägare | 584 total, 584 long only, 0 short only, 0 long/short - change of 7,14% MRQ |
| Genomsnittlig portföljallokering | 0.8139 % - change of −7,52% MRQ |
| Institutionella aktier (lång) | 263 907 201 (ex 13D/G) - change of 46,89MM shares 21,61% MRQ |
| Institutionellt värde (lång) | $ 11 107 908 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI Intl Quality Factor ETF (US:IQLT) har 584 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 263,907,201 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Pnc Financial Services Group, Inc., Bank Of America Corp /de/, Envestnet Asset Management Inc, Ameriprise Financial Inc, Richard Bernstein Advisors LLC, Jpmorgan Chase & Co, Capital Investment Advisors, LLC, Morgan Stanley, and Tiaa Trust, National Association .
iShares Trust - iShares MSCI Intl Quality Factor ETF (ARCA:IQLT) 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 15, 2025 is 44,20 / share. Previously, on September 16, 2024, the share price was 40,60 / share. This represents an increase of 8,87% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 30,033,302 | 30,510,324 | 1.59 | 15.01 | 2.67 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 10 690 | −0,07 | 462 | 8,96 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 698 | −93,77 | 30 | −93,24 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 37 | 2 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 479 | 21 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 874 | 81 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 129 100 | 5 580 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 28 354 | −55,61 | 5 184 | −52,52 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 21 088 | −0,29 | 911 | 8,58 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 007 013 | 2,02 | 43 523 | 11,10 | ||||
| 2025-08-04 | 13F | Balentine LLC | 155 666 | −0,93 | 6 728 | 7,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 887 | −56,45 | 125 | −52,85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 202 | 30,32 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 4 971 | 215 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 16 259 | −13,52 | 703 | −5,90 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 37 661 | 4,48 | 1 628 | 13,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 829 | 243,98 | 36 | 288,89 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 16 782 | −7,36 | 725 | 0,83 | ||||
| 2025-08-14 | 13F | Clg Llc | 19 730 | 853 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 768 335 | 1,66 | 33 | 13,79 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1 044 514 | −8,43 | 44 340 | −2,07 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5 133 | 0,00 | 222 | 8,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 221 897 | 10,80 | 9 590 | 20,66 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 403 | −3,48 | 234 | 4,95 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 109 476 | −12,91 | 4 732 | −5,17 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 7 215 | −35,05 | 312 | −24,51 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 687 | 332 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 24 232 | −16,08 | 1 034 | −9,77 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 54 071 | 26,35 | 2 337 | 37,57 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 119 505 | −4,30 | 5 165 | 4,22 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 441 348 | 9,21 | 19 075 | 18,93 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 16 967 | 12,51 | 733 | 22,37 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 297 | 13 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 194 341 | 0,85 | 8 399 | 9,82 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 654 | −14,46 | 245 | −6,87 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 101 404 | 44,78 | 4 383 | 57,68 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 155 380 | −0,02 | 6 716 | 8,87 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 563 600 | 24 359 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 881 886 | 15,03 | 38 115 | 25,26 | ||||
| 2025-07-07 | 13F | Trust Co | 22 649 | −4,78 | 979 | 3,60 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 184 963 | −0,29 | 7 994 | 8,58 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 52 868 | −0,15 | 2 285 | 8,71 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 25 475 | −88,16 | 1 096 | −86,93 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 11 890 | −24,06 | 514 | −17,39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 939 994 | 9,33 | 41 | 17,65 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 840 | 1,43 | 123 | 9,91 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 394 681 | −21,74 | 17 058 | −14,78 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 26 634 | 0,11 | 1 151 | 9,10 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 38 985 | −2,23 | 1 685 | 6,45 | ||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 29 434 | 3,99 | 1 272 | 9,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 029 798 | 2,91 | 45 | 12,82 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 328 | 14 | ||||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 146 847 | 3,63 | 49 567 | 12,84 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 121 555 | 6,19 | 5 254 | 15,63 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1 509 275 | −7,64 | 65 231 | 0,57 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 201 101 | −3,40 | 8 692 | 5,19 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 524 | 541 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 975 | 42 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 58 218 | 62,90 | 2 516 | 77,43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 111 886 | −50,94 | 4 836 | −46,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 476 | −13,56 | 4 126 | −5,86 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 15 474 | 0,01 | 669 | 8,79 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 269 267 | −4,63 | 11 638 | 3,85 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 7 069 | 306 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 255 315 | −2,47 | 11 035 | 6,21 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 900 | 212 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4 645 | 201 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 6 587 | 0,00 | 261 | 6,97 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 10 162 | 0,00 | 439 | 8,93 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 387 | 0,73 | 406 | 9,76 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 359 | 1,41 | 16 | 7,14 | ||||
| 2025-04-25 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 239 | 18,22 | 572 | 28,83 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 126 355 | 103,87 | 5 461 | 122,08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 337 | 59,68 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 495 280 | 26,80 | 64 627 | 38,08 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 123 | 0,00 | 92 | 8,33 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 87 705 | −5,59 | 3 481 | −2,71 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 24 906 | −4,43 | 1 076 | 4,06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 836 | 58,29 | 1 246 | 72,34 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 314 522 | 5,02 | 13 594 | 14,38 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 23 257 | 7,38 | 1 005 | 17,00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 196 | 8 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3 449 | 1,44 | 149 | 11,19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106 351 | 1,02 | 4 597 | 10,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 386 214 | 354,03 | 16 681 | 394,37 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 50 946 | 1,26 | 2 202 | 10,27 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 176 435 | −6,14 | 7 626 | 2,20 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 7 072 | 0,00 | 306 | 8,93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 217 | 4,15 | 262 | 11,02 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 9 801 | 36,45 | 424 | 48,42 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 6 855 | 296 | ||||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 692 700 | 29 938 | ||||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 8 653 | 1,26 | 374 | 10,03 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 328 573 | 4,32 | 143 861 | 13,60 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 24 421 | 1 055 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 969 | 11,96 | 396 | 13,83 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 131 713 | 35,97 | 5 693 | 48,07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 340 | 0,42 | 144 | 9,92 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1 509 275 | −7,64 | 65 231 | 0,57 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30 231 | 6,50 | 1 307 | 15,99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 39 852 | 16,89 | 1 582 | 24,98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 141 141 | 3,28 | 6 100 | 12,46 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 56 623 | 7,83 | 2 447 | 17,42 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7 524 | −38,33 | 317 | −36,67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 29 635 | 25,65 | 1 281 | 36,75 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 29 431 | 1 272 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 917 606 | 39,82 | 36 420 | 49,50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 64 | 3 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 24 505 | 1 059 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14 283 | 136,90 | 617 | 158,16 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 138 431 | 7,01 | 5 983 | 16,52 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 392 | 0,00 | 17 | 6,67 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 383 | −2,18 | 406 | 13,76 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 879 | 2,91 | 1 162 | 12,07 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 25 439 | 0,88 | 1 099 | 9,90 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 165 207 | 0,00 | 7 074 | 7,41 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 12 698 | 549 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 47 331 | 1,86 | 2 046 | 10,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 324 385 | 1 161,12 | 14 020 | 1 274,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11 585 | 501 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 104 619 | −1,35 | 4 522 | 7,41 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 22 450 | 0,00 | 968 | 8,40 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 297 | −1,00 | 13 | 9,09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 715 | −90,53 | 362 | −90,08 | ||||
| 2025-05-14 | 13F | Apexium Financial, Lp | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 845 151 | 2,55 | 36 527 | 11,67 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 13 752 | −27,47 | 594 | −21,01 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 175 636 | 3,61 | 94 031 | 12,82 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6 698 | 289 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 53 184 | 3,37 | 2 299 | 12,54 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 84 609 | 25,96 | 3 657 | 37,19 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 115 477 | 13,46 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 037 | 174 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 150 777 | −31,20 | 6 517 | −25,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 957 345 | 15,33 | 41 | 28,13 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 187 842 | −0,45 | 8 119 | 8,41 | ||||
| 2025-08-14 | 13F | Bank of Marin | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 856 | 4,86 | 901 | 14,20 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 22 349 | 966 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20 346 | 10,61 | 879 | 20,41 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 100 846 | 6,94 | 4 359 | 16,46 | ||||
| 2025-04-29 | 13F | Quattro Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 597 883 | 0,66 | 25 841 | 9,61 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4 414 | 0,00 | 191 | 8,57 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9 876 | 84,29 | 427 | 100,94 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 63 751 | 229,62 | 2 755 | 259,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 803 | −7,24 | 380 | 1,06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 331 529 | −4,78 | 14 329 | 3,69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8 771 | −33,61 | 379 | −27,67 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 | −97,37 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13 948 | −7,94 | 601 | −0,17 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 23 534 | 1 017 | ||||||
| 2025-08-07 | 13F | Valence8 US LP | 905 304 | −13,05 | 39 127 | −5,31 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 186 337 | 5,92 | 7 685 | 12,34 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 5 777 | 0,00 | 250 | 8,73 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 5 427 | −14,13 | 235 | −6,40 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 532 582 | 1 351,61 | 23 018 | 1 480,91 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 249 332 | −9,97 | 10 776 | −1,98 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 83 891 | 0,10 | 3 626 | 8,99 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 328 | 0,00 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 60 355 | −79,86 | 3 | −81,82 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 734 | −51,87 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 36 909 | 4,73 | 1 595 | 14,09 | ||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 91 455 | 0,00 | 3 952 | 8,81 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 11 800 | 0,00 | 510 | 8,76 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 361 489 | −1,78 | 15 624 | 6,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 282 642 | 1,08 | 55 436 | 10,07 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 95 354 | 1,66 | 4 121 | 4,49 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 417 476 | 4,84 | 18 043 | 14,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 20 895 | −2,24 | 903 | 6,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65 104 | 20,78 | 2 814 | 31,51 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 36 817 | 7,86 | 1 367 | 0,89 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 450 | 0,00 | 63 | 8,77 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 775 | 38,05 | 1 757 | 48,56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 51 401 | −20,46 | 2 222 | −13,38 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 862 | 210 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 255 861 | 0,81 | 10 155 | 7,80 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 15 070 | −25,16 | 651 | −18,52 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 69 115 | 1,95 | 2 987 | 11,04 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 973 689 | 42 083 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 9 134 121 | 30,48 | 394 777 | 42,08 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 24 702 | −56,37 | 1 068 | −52,51 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 45 359 | 0,34 | 1 960 | 9,25 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 64 492 | −3,07 | 2 787 | 12,88 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 593 917 | −16,88 | 25 669 | −9,48 | ||||
| 2025-07-17 | 13F | City Holding Co | 91 | 4 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 5 605 | 242 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 596 | 3,70 | 458 | 12,84 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 903 708 | 5,20 | 39 058 | 14,56 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2 933 | 0,89 | 127 | 9,57 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 242 | 4 222,67 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 096 | −10,22 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 237 620 | 6,36 | 96 710 | 15,82 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8 797 | −1,23 | 380 | 7,65 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 16 200 | 700 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16 542 | −2,72 | 715 | 5,93 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 5 028 | 217 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 437 453 | 1,03 | 18 907 | 10,01 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 212 | 0,00 | 9 | 12,50 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 359 | 50,49 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 050 267 | −1,82 | 45 393 | 6,92 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 528 040 | −1,79 | 22 711 | 3,29 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 11 996 | 0,00 | 518 | 8,82 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 37 975 | 7,81 | 1 641 | 17,38 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 703 | 203 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18 202 | 787 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 1 252 339 | 4,43 | 54 126 | 13,71 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 125 379 | −15,94 | 5 369 | −6,81 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 32 767 | 73,29 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 047 | −2,33 | 477 | 6,47 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 218 079 | 12,20 | 9 425 | 22,18 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 858 904 | 1 299,39 | 1 463 382 | 1 423,86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 158 | 223 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 32 666 | −0,93 | 1 412 | 7,87 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 424 | 0,00 | 191 | 9,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 13 601 | 5,91 | 588 | 15,32 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 364 | 0,00 | 59 | 7,41 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 643 | 26,68 | 0 | |||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1 235 245 | −6,07 | 52 893 | 0,89 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 479 | 107 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 734 | 32 | ||||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 7 601 | −78,93 | 329 | −77,08 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 91 419 | −5,72 | 3 951 | 2,68 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 31 568 040 | 3,19 | 1 364 371 | 12,36 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 198 | 225 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9 406 | 13,05 | 407 | 23,03 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 63 144 | 7,46 | 2 729 | 17,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 803 093 | 4,83 | 77 930 | 14,16 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 43 900 | 1 897 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 339 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 488 | 0,00 | 21 | 10,53 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 950 | 41 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 639 417 | 239,78 | 28 | 285,71 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 152 450 | 1,77 | 6 589 | 10,82 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 8 133 | 10,55 | 352 | 20,62 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 56 710 | 13,44 | 2 451 | 23,54 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 9 938 | 65,69 | 429 | 79,83 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 130 | −2,02 | 524 | 6,72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46 166 | 22,16 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 54 854 | −21,15 | 2 371 | −14,16 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 1 050 622 | 2,81 | 45 187 | 11,84 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 13 072 | 565 | ||||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 537 000 | 0,00 | 21 314 | 0,00 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 7 662 | 0,00 | 331 | 8,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 614 566 | −1,46 | 113 002 | 7,31 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 64 219 | 2,38 | 2 776 | 11,49 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 83 247 | 3,31 | 3 598 | 12,48 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 660 653 | −1,38 | 28 600 | 9,66 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 460 | 0,00 | 106 | 9,28 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 198 614 | 1 782,42 | 8 584 | 1 953,59 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48 702 | −0,90 | 2 105 | 7,90 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 844 854 | 0,53 | 36 515 | 9,48 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 15 303 | 657 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 16 010 | −13,73 | 692 | −6,11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 274 | 0,00 | 790 | 8,83 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 218 314 | 155,83 | 9 436 | 178,57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 669 541 | 20,27 | 158 598 | 30,97 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 68 526 | 21,66 | 2 962 | 32,48 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 246 558 | 5,78 | 10 656 | 15,19 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 281 529 | 7,35 | 185 048 | 16,90 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 81 444 | 0,00 | 3 487 | 7,39 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 117 053 | 13,78 | 5 059 | 23,90 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 13 | 0 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185 | 1,65 | 8 | 0,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 258 | 11 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1 698 596 | −15,86 | 73 413 | −8,37 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 13 619 | 0,00 | 589 | 8,89 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 42 053 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 55 356 | −4,43 | 2 392 | 4,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109 479 | 3,50 | 4 732 | 12,70 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 140 140 | 2,85 | 6 057 | 11,98 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 33 967 | 0,68 | 1 468 | 3,60 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 27 610 | −9,44 | 1 182 | −2,72 | ||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 103 461 | 2,13 | 4 472 | 11,22 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 18 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 955 | −0,08 | 257 | 8,90 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7 282 | 1,01 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 601 | 329 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15 846 | 3,60 | 685 | 12,69 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 239 889 | 6,98 | 10 | 25,00 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 205 268 | 10,06 | 8 872 | 19,85 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 35 662 | 9,29 | 1 541 | 19,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 376 979 | 11,28 | 59 513 | 21,18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 834 601 | 1,40 | 814 031 | 10,42 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 179 918 | 1,08 | 8 | 0,00 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 38 353 | −13,17 | 1 658 | −5,48 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 131 666 | −0,28 | 5 691 | 8,59 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 14 508 | 627 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 164 817 | 3,55 | 7 123 | 12,76 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 8 193 | −6,07 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13 160 | −71,31 | 569 | −68,79 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17 256 | −7,53 | 746 | 0,68 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 924 004 | −0,79 | 39 935 | 8,03 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 6 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 50 260 | 4,94 | 2 172 | 14,32 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 538 | 14,82 | 369 | 25,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 10 459 | 6,99 | 452 | 16,49 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 455 373 | 4,19 | 19 681 | 13,45 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 3 836 | −14,39 | 166 | −6,78 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 906 | 212 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 34 732 | 0,00 | 1 501 | 8,93 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 494 | 12,96 | 281 | 22,81 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 720 | 35,72 | 420 | 47,89 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 14 942 | 0,38 | 1 | |||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 128 883 | 39,08 | 5 570 | 7,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 667 | 19,48 | 547 | 29,93 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 240 868 | 9,81 | 10 439 | 16,29 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 521 685 | 5,34 | 22 547 | 14,71 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 836 | −19,80 | 123 | −12,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24 974 867 | 19,61 | 1 079 414 | 30,25 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 64 445 | −0,49 | 2 785 | 8,37 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7 360 | −0,05 | 318 | 8,90 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 385 059 | 0,74 | 16 642 | 9,70 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 736 | 205 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 37 723 | 5,00 | 1 630 | 14,39 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 160 838 | −0,65 | 6 951 | 8,19 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9 102 | −2,41 | 393 | 6,22 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5 229 | 0,00 | 226 | 8,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 425 | 18 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 9 760 | 47,97 | 415 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 083 | −1,23 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 48 526 | −70,35 | 2 097 | −67,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 406 880 | 7,03 | 60 805 | 16,54 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 203 938 | −10,49 | 8 814 | −2,53 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12 128 | −30,74 | 524 | −24,60 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 509 275 | −7,64 | 65 231 | 0,57 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 085 664 | −4,49 | 133 362 | 4,01 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 185 045 | 0,68 | 7 998 | 9,64 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4 796 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 46 051 | 12,07 | 1 990 | 22,09 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Ethic Inc. | 6 336 | 0,00 | 273 | 8,33 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 850 | 3,02 | 339 | 12,25 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 223 802 | 1,94 | 9 673 | 11,01 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 939 | 41 | ||||||
| 2025-04-25 | 13F | G&S Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 65 095 | 5,13 | 2 813 | 14,49 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 81 154 | 3 507 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 450 022 | 159,49 | 19 450 | 182,57 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 110 019 | −8,75 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 90 023 | −0,08 | 3 891 | 8,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 49 661 | −3,36 | 2 146 | 5,25 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 194 775 | −10,71 | 8 033 | −5,29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 892 | 0,00 | 255 | 9,01 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 64 174 | −7,26 | 2 774 | 0,98 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 237 097 | −0,34 | 10 247 | 8,53 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 441 385 | 0,06 | 19 077 | 8,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 520 025 | 49,42 | 152 135 | 62,71 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 32 012 | 6,92 | 1 377 | 28,12 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 982 | 0,00 | 215 | 9,14 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 212 | 0,00 | 9 | 12,50 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 107 584 | 20,27 | 4 650 | 30,96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 21 998 | 10,25 | 1 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 43 634 | −4,53 | 1 886 | 3,91 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 48 293 | 0,66 | 2 116 | 5,38 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 618 991 | 19,08 | 199 936 | 29,87 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6 019 | 0,00 | 239 | 6,73 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 975 | 215 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 450 844 | 26,28 | 19 485 | 37,52 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 41 099 | 1 776 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5 038 993 | −15,18 | 217 785 | −7,63 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 802 784 | 1,90 | 34 696 | 10,96 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 256 806 | −14,84 | 11 099 | −7,27 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25 953 | −1,12 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9 203 | 0,00 | 398 | 8,77 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 9 229 | −1,17 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 479 | 0,00 | 21 | 5,26 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 219 213 | −17,16 | 9 474 | −9,80 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 406 | −8,85 | 234 | −0,85 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 19 048 | 17,47 | 823 | 27,99 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 420 269 | −8,04 | 17 996 | −1,23 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 53 766 | −0,93 | 2 324 | 15,34 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 784 206 | 9,70 | 33 893 | 19,46 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 12 489 | 5,84 | 540 | 15,17 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 255 813 | 4,14 | 11 056 | 13,41 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 85 010 | 0,11 | 3 674 | 9,02 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 21 868 | 73,71 | 945 | 102,36 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 24 215 | 0,93 | 1 047 | 9,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 961 209 | 25,43 | 41 530 | 36,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 134 593 | 5,17 | 221 917 | 14,52 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 6 370 | 0,00 | 275 | 9,13 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 21 899 | 0,06 | 946 | 8,99 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 10 041 | 434 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9 959 | 3,32 | 430 | 12,57 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 173 | 51 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 27 815 | 153,62 | 1 202 | 176,32 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 23 550 | −95,02 | 1 018 | −94,58 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 924 | 0,00 | 299 | 9,12 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8 878 | −27,69 | 384 | −21,36 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 201 937 | 0,92 | 8 728 | 9,90 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18 388 | 213,04 | 795 | 240,77 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 125 | 312,09 | 49 | 380,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28 603 | −27,86 | 1 236 | −21,42 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 235 074 | −6,23 | 10 160 | 2,10 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 201 044 | −1,29 | 8 689 | 7,48 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 59 685 | 10,62 | 2 580 | 20,46 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 196 | 0,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 5 182 | 0,00 | 224 | 8,78 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 37 744 | −0,52 | 1 498 | −0,47 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6 885 | −0,04 | 298 | 8,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 138 992 | 6 007 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 246 134 | −5,66 | 11 | 0,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 66 756 | −0,29 | 2 854 | 5,70 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 242 366 | 1,64 | 10 378 | 9,66 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 30 269 | −2,03 | 1 308 | 6,69 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 6 200 | 0,00 | 268 | 8,54 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1 164 827 | 24,29 | 50 344 | 35,34 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 137 559 | 5,50 | 5 945 | 15,15 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 45 025 | −0,63 | 1 946 | 8,18 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 80 | 0,00 | 3 | 0,00 | ||||
| 2025-04-10 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 950 | 84 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 93 674 | 3,07 | 4 049 | 12,23 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Platform Technology Partners | 8 592 | 0,28 | 371 | 9,12 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 650 590 | 554,77 | 28 118 | 613,11 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 49 197 | −33,49 | 2 126 | −22,55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 51 711 | −8,84 | 2 235 | −0,76 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 942 | −0,56 | 300 | 8,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 209 | 318,00 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 134 | 0,00 | 6 | 0,00 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 7 899 | 341 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 32 146 | −1,40 | 1 389 | 7,34 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 7 425 | −64,84 | 295 | −64,32 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 10 446 | −3,93 | 451 | 4,64 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 51 863 | −0,65 | 2 242 | 8,21 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 36 588 | 6,96 | 1 581 | 16,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 349 | 23,50 | 577 | 34,27 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17 885 | 9,62 | 773 | 19,32 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 997 717 | 5,74 | 43 121 | 15,14 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 24 275 | −11,99 | 1 049 | −4,11 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 384 784 | 16,34 | 16 630 | 26,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 250 | 0,00 | 11 | 11,11 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 216 769 | 9,52 | 9 369 | 19,25 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 301 323 | 13,52 | 402 190 | 23,49 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 24 283 | 21,06 | 1 050 | 31,78 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 824 | 381 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 35 684 | 59,09 | 1 542 | 73,26 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 860 | 0,00 | 37 | 8,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 958 460 | 5,61 | 41 | 13,89 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 600 | 26 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 161 858 | 90,24 | 6 996 | 107,20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 246 050 | 7,13 | 226 734 | 16,65 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7 816 | 49,85 | 338 | 62,80 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 65 288 | 18,01 | 2 822 | 28,52 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 103 048 | 15,49 | 4 454 | 25,76 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 103 | 4 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 22 152 | 11,88 | 957 | 21,91 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 428 321 | 4,38 | 18 512 | 13,67 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 122 | −98,40 | 5 | −98,34 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9 142 | −15,89 | 395 | −1,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56 286 | −1,43 | 2 433 | 7,33 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 259 | 1,73 | 789 | 10,81 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 750 | 0,00 | 32 | 10,34 | ||||
| 2025-09-03 | 13F | American Trust | 11 912 | 515 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 239 | 188,11 | 5 456 | 213,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 864 | −7,50 | 1 118 | 0,72 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 165 696 | 11,02 | 7 161 | 20,90 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 168 442 | −3,13 | 7 280 | 5,49 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 492 679 | 99,93 | 21 294 | 117,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 729 844 | 7,27 | 31 544 | 16,81 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 87 799 | −43,53 | 3 795 | −38,51 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 410 | 61 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 477 298 | 0,22 | 20 629 | 9,13 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 5 122 | 221 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 10 723 | 1,72 | 463 | 10,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 833 975 | 10,45 | 36 044 | 20,28 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 814 | 57,42 | 511 | 71,72 | ||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 120 226 | 8,41 | 5 196 | 18,06 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 54 049 | −4,96 | 2 336 | 3,46 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 247 738 | 6,49 | 10 707 | 15,96 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 70 873 | −6,50 | 3 063 | 1,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132 138 | −9,25 | 5 603 | −3,84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 295 | 14,10 | 56 | 22,22 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 54 107 | 24,89 | 2 339 | 36,01 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 422 | −2,27 | 364 | 6,43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 397 895 | 7,58 | 17 197 | 17,15 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 8 519 | −8,66 | 368 | −0,54 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 79 524 | 56,65 | 3 437 | 70,66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 5 605 | 0,00 | 242 | 9,01 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 83 911 | 2,19 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 133 791 | 0,51 | 5 782 | 9,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 240 | 0,00 | 10 | 11,11 | ||||
| 2025-07-14 | 13F | Friday Financial | 10 592 | 458 | ||||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 9 702 | −7,44 | 419 | 0,72 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 709 | 204 | ||||||
| 2025-08-01 | 13F | Motco | 1 995 | 0,00 | 83 | 3,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 343 | 0,00 | 58 | 9,43 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 664 874 | 5,31 | 28 736 | 26,34 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 51 426 | −4,16 | 2 223 | 4,37 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 595 | −6,94 | 59 | −13,24 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 20 579 | −3,55 | 889 | 5,08 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 648 | 0,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33 668 | −15,52 | 1 455 | −7,97 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 5 318 | −14,45 | 230 | −6,91 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133 546 | −49,51 | 5 772 | −41,72 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 50 489 | −0,32 | 2 182 | 8,56 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 65 240 | 1,61 | 2 589 | 8,64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 236 | 0,18 | 399 | 9,32 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 859 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 209 380 | 351,48 | 9 049 | 391,79 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 61 934 | 32,27 | 2 677 | 44,03 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 11 402 | 11,78 | 470 | 24,34 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 10 725 | −5,46 | 464 | 2,89 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 81 505 | 52,43 | 3 523 | 65,98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 723 | 69,09 | 74 | 85,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22 768 | 4,42 | 984 | 13,76 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 20 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 88 853 | 0,60 | 3 840 | 9,56 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 204 192 | 5,23 | 8 825 | 14,60 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5 892 | 0,00 | 255 | 9,01 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 88 774 | −2,77 | 3 837 | 5,88 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 25 559 | 25,24 | 1 105 | 50,82 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 289 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 424 931 | 177,64 | 18 366 | 202,35 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 102 670 | 27,87 | 4 | 33,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 851 | 207,44 | 555 | 234,34 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 430 529 | 4,87 | 18 607 | 14,20 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 17 817 | 770 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 416 203 | 41,93 | 17 988 | 54,55 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 124 804 | 2,37 | 5 394 | 11,49 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 518 | 20,41 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Monograph Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 708 484 | −14,56 | 30 621 | −6,96 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 43 829 | −15,81 | 1 894 | −8,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 125 | −1,64 | 1 302 | 14,52 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 72 | 33,33 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 699 | 12,56 | 29 | 16,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 607 | 37,85 | 588 | 50,38 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 609 | 0,00 | 26 | 8,33 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 108 309 | −3,65 | 4 681 | 4,93 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 24 509 | −27,52 | 1 059 | −21,09 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 51 | −3,77 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 17 071 | 0,84 | 738 | 9,84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 71 599 | 3,03 | 3 094 | 12,18 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 190 143 | −4,47 | 8 218 | 4,03 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 070 | 133 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 43 610 | 31,60 | 1 885 | 43,27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 008 860 | 33,06 | 302 923 | 44,90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 32 | 0,00 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 188 032 | −19,66 | 8 127 | −12,52 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 176 542 | 50 850 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 19 383 | 59,70 | 838 | 86,00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 153 570 | 2,48 | 6 637 | 11,60 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 29 122 | 14,60 | 1 259 | 24,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 691 | −13,57 | 678 | −5,83 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 30 270 | 1 308 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81 911 | 2,33 | 3 537 | 11,30 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5 733 | 248 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 11 607 | 0,00 | 502 | 8,91 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 25 763 | −59,95 | 1 113 | −56,40 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 125 | 49 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 193 585 | 2,16 | 8 367 | 11,25 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21 686 | −2,50 | 1 | |||||
| 2025-08-14 | 13F | Navigoe, LLC | 880 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 24 502 | 40,42 | 1 059 | 52,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 73 042 | −78,18 | 3 157 | −74,60 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 164 684 | 1,96 | 7 118 | 11,03 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 177 452 | 3,39 | 7 669 | 12,60 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 84 391 | −32,20 | 3 647 | −26,17 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 59 711 | 8,17 | 2 581 | 17,81 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 245 501 | 32,73 | 10 611 | 44,53 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 181 577 | −3,94 | 7 207 | 2,71 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 22 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 345 992 | −0,96 | 14 954 | 7,84 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 6 484 | −43,88 | 280 | −38,86 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 013 750 | 5,25 | 43 814 | 14,61 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 355 545 | 24,48 | 15 367 | 35,55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 74 633 | 10,92 | 3 226 | 20,79 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 22 737 | 11,94 | 983 | 21,84 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6 938 | 0,01 | 300 | 8,73 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 920 | −1,39 | 83 | 6,49 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5 012 | −20,87 | 217 | −13,94 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 32 827 | 319,57 | 1 419 | 357,42 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 19 786 | −4,94 | 855 | 3,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 14 122 | 0,00 | 610 | 8,93 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 99 006 | 36,63 | 4 279 | 48,83 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 40 304 | 47,82 | 1 742 | 60,91 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 154 742 | 5,46 | 6 688 | 14,84 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 81 828 | 2,18 | 3 537 | 11,26 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 520 | 22 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 74 782 | 12,83 | 3 232 | 22,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 884 | 76,29 | 857 | 89,80 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 940 | −26,62 | 41 | −20,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 284 861 | 1,25 | 12 312 | 10,25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 7 518 | 0,00 | 325 | 8,72 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 6 305 | −0,65 | 273 | 15,74 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 32 134 | −65,39 | 1 389 | −62,32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 853 | −3,45 | 339 | 5,28 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 415 | 6,37 | 320 | 15,94 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 15 983 | 6,52 | 444 | −4,31 |
