Grundläggande statistik
Institutionella ägare | 1514 total, 1511 long only, 0 short only, 3 long/short - change of 3,34% MRQ |
Genomsnittlig portföljallokering | 1.3919 % - change of −3,61% MRQ |
Institutionella aktier (lång) | 322 677 433 (ex 13D/G) - change of 7,91MM shares 2,51% MRQ |
Institutionellt värde (lång) | $ 40 931 164 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) har 1514 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 322,677,433 aktier. Största aktieägare inkluderar BlackRock, Inc., Wells Fargo & Company/mn, Betterment LLC, Wealthfront Advisers Llc, Morgan Stanley, Alliancebernstein L.p., Bank Of America Corp /de/, LPL Financial LLC, Colony Group, LLC, and Envestnet Asset Management Inc .
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (ARCA:ITOT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 142,30 / share. Previously, on September 9, 2024, the share price was 119,54 / share. This represents an increase of 19,04% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-02 | BlackRock Portfolio Management LLC | 49,893,089 | 52,997,206 | 6.22 | 10.20 | 4.08 | ||
2025-02-07 | BlackRock, Inc. | 9,831,627 | 2.00 |
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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Load AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Truefg, Llc | 6 209 | 0,94 | 838 | 11,73 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 41 500 | 0,00 | 5 604 | 10,69 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 823 | −0,42 | 2 | 0,00 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 450 | 61 | ||||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 420 | 0,00 | 57 | 9,80 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 29 769 | 19,81 | 4 020 | 32,60 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 61 470 | 20,35 | 8 301 | 33,20 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 1 615 | 218 | ||||||
2025-08-12 | 13F | Reliant Wealth Planning | 282 286 | −3,21 | 38 120 | 7,12 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 502 | −4,14 | 338 | 9,06 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 56 090 | −2,56 | 7 574 | 7,85 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 32 519 | −20,28 | 4 391 | −11,77 | ||||
2025-04-16 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 10 967 | 0,30 | 1 481 | 10,94 | ||||
2025-08-05 | 13F | Core Alternative Capital | 1 120 | 0,00 | 151 | 11,03 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 200 | 0,00 | 27 | 12,50 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 1 925 | 0,00 | 260 | 10,68 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 371 676 | −3,53 | 50 191 | 6,78 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 831 | 0,24 | 112 | 10,89 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 5 962 | −18,93 | 810 | −9,81 | ||||
2025-08-14 | 13F | Dagco, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4 528 | −2,60 | 611 | 7,76 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 164 261 | 4,36 | 22 878 | 26,45 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 447 | 0,20 | 601 | 10,91 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 480 | 0,00 | 0 | |||||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 5 757 | 0,00 | 777 | 10,68 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 4 617 | 0,13 | 624 | 10,85 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 2 079 | −32,87 | 281 | −25,73 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2 847 | 1,75 | 384 | 12,61 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 1 704 | 230 | ||||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2 234 | 302 | ||||||
2025-08-07 | 13F | Vise Technologies, Inc. | 43 271 | 1 619,83 | 5 843 | 1 708,98 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 236 | 0,00 | 572 | 10,85 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 5 780 | 0,00 | 781 | 10,64 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 8 680 | −9,21 | 1 172 | 0,51 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 5 180 | 0,00 | 700 | 10,60 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 162 | −12,43 | 22 | −4,55 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 221 956 | −2,97 | 29 973 | 7,39 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 19 321 | 247,69 | 2 713 | 303,57 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 1 486 | 201 | ||||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 19 809 | −1,58 | 2 675 | 8,96 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 49 570 | −0,33 | 6 694 | 10,30 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 9 584 | 0,29 | 1 294 | 11,07 | ||||
2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Money Concepts Capital Corp | 9 136 | −1,17 | 1 234 | 9,41 | ||||
2025-08-12 | 13F | Change Path, LLC | 72 708 | −0,68 | 9 819 | 9,93 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 3 130 | −1,32 | 423 | 9,33 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 9 200 | 0,00 | 1 242 | 10,70 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 215 327 | 33,05 | 29 078 | 47,26 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 9 605 846 | 2,90 | 1 297 173 | 13,89 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 50 643 | −7,78 | 6 839 | 2,06 | ||||
2025-07-31 | 13F | Carrera Capital Advisors | 18 861 | 21,13 | 2 547 | 34,07 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 083 | 23,22 | 416 | 36,39 | ||||
2025-07-18 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 384 | 75,43 | 457 | 94,47 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 189 962 | 4,68 | 25 653 | 15,85 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 1 312 | 0,00 | 177 | 10,63 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1 056 | 0,19 | 143 | 10,94 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 217 | −12,72 | 299 | −3,24 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 019 989 | −46,54 | 137 741 | −40,84 | ||||
2025-04-23 | 13F | Sabal Trust CO | 2 864 | 0,00 | 349 | −5,16 | ||||
2025-08-12 | 13F | LPL Financial LLC | 5 466 061 | 4,04 | 738 137 | 15,15 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 2 217 | 9,32 | 299 | 21,05 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 9 405 | 16,17 | 1 270 | 28,67 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 27 418 | −4,88 | 3 703 | 5,29 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 3 526 | 40,48 | 476 | 55,56 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 149 286 | −5,68 | 20 160 | 4,39 | ||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4 743 | 0,04 | 640 | 10,73 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 13 202 | 0,00 | 1 783 | 10,68 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 308 | 0,00 | 42 | 10,81 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 169 | 3,68 | 21 | 0,00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 87 497 | 3,31 | 11 816 | 14,34 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 16 672 | 0,00 | 2 251 | 10,67 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 6 747 | 0,00 | 911 | 10,69 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 30 708 | −0,64 | 4 147 | 9,97 | ||||
2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 616 | −1,43 | 353 | 9,29 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2 178 | 0,00 | 0 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 85 765 | 1,35 | 12 | 10,00 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 9 831 | −1,43 | 1 328 | 3,51 | ||||
2025-07-23 | 13F | Regency Capital Management Inc.\DE | 10 800 | 1,08 | 1 458 | 11,90 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 21 066 | −34,94 | 2 845 | −28,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 34 210 | 11,54 | 4 621 | 23,46 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 483 793 | 65 331 | ||||||
2025-07-11 | 13F | Essex Savings Bank | 18 155 | 7,87 | 2 452 | 19,39 | ||||
2025-07-24 | 13F | Villere St Denis J & Co Llc | 2 500 | 0,00 | 338 | 10,49 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 8 706 | −21,41 | 1 176 | −13,03 | ||||
2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 1 066 | −4,82 | 137 | −5,52 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 292 247 | 4,74 | 39 453 | 15,90 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 28 449 | 3 842 | ||||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 2 278 | 0,00 | 308 | 10,83 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 2 168 | 0,00 | 293 | 10,61 | ||||
2025-08-12 | 13F | Associated Banc-corp | 18 243 | 2,80 | 2 464 | 13,76 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 57 740 | 70,52 | 7 797 | 88,74 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 122 060 | 297,03 | 16 483 | 339,52 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 104 157 | 8,33 | 14 065 | 19,90 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 33 933 | −0,64 | 4 031 | 2,36 | ||||
2025-08-11 | 13F | Citigroup Inc | 28 132 | 0,11 | 3 799 | 10,82 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 0,00 | 23 | 15,00 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 43 476 | −9,60 | 5 905 | 3,60 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 482 | −46,21 | 65 | −40,37 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 1 544 | 209 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 149 122 | 2,16 | 20 137 | 13,07 | ||||
2025-04-21 | 13F | Abundance Wealth Counselors | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 466 | −13,70 | 63 | −4,62 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 4 600 | −5,23 | 621 | 4,90 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 4 942 | 1,02 | 667 | 11,91 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 2 771 | −4,15 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 6 945 | −37,43 | 938 | −30,80 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 200 | 0,00 | 27 | 12,50 | ||||
2025-07-28 | 13F | Copia Wealth Management | 450 | 0,00 | 61 | 11,11 | ||||
2025-08-12 | 13F | Soundwatch Capital LLC | 5 074 | 1,48 | 678 | 10,98 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 269 425 | −50,35 | 36 385 | −45,05 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 331 | 0,00 | 180 | 10,49 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 4 137 | 0,00 | 559 | 10,71 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 109 | 0,89 | 1 365 | 11,70 | ||||
2025-08-01 | 13F | Planning Directions Inc | 1 911 | −34,24 | 258 | −27,12 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 857 | 0,00 | 116 | 10,58 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 4 171 | −4,09 | 563 | 6,23 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | First PREMIER Bank | 736 | 0,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 179 321 | 5,98 | 24 215 | 17,29 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 1 875 | −33,39 | 253 | −28,33 | ||||
2025-08-06 | 13F | Agf Management Ltd | 19 775 | −4,40 | 2 670 | 5,83 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 15 496 | 0,01 | 2 093 | 10,69 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 1 757 | 237 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 680 | −30,86 | 227 | −23,65 | ||||
2025-07-29 | 13F | Private Trust Co Na | 27 628 | 0,04 | 3 731 | 10,72 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 4 080 | −20,19 | 557 | −10,75 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 4 143 | 0,00 | 1 | |||||
2025-07-21 | 13F | Life Planning Partners, Inc | 185 429 | −0,43 | 25 040 | 10,20 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 56 500 | −6,36 | 7 630 | 3,63 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 2 342 | 0,00 | 316 | 10,88 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 63 844 | −6,09 | 8 621 | 3,94 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 412 | −18,74 | 56 | −9,84 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 53 048 | −0,96 | 7 164 | 9,61 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 3 156 | −14,61 | 426 | −5,33 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 602 | −3,67 | 351 | 6,69 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 211 553 | −12,93 | 28 568 | −3,63 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 50 736 | 39,25 | 6 851 | 54,13 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 4 386 | −0,41 | 592 | 10,24 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 727 134 | −3,36 | 100 432 | 8,46 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 95 976 | 7,12 | 12 961 | 18,55 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 36 071 | 4,16 | 4 871 | 15,27 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 203 377 | −1,57 | 27 464 | 8,95 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 25 956 | 0,74 | 3 505 | 11,52 | ||||
2025-08-14 | 13F | Claar Advisors LLC | 998 663 | 15,67 | 134 859 | 28,02 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 17 545 | −1,12 | 2 369 | 9,47 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 77 000 | 0,00 | 10 398 | 10,69 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 325 | 1,17 | 314 | 11,79 | ||||
2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 2 083 | 0,00 | 281 | 10,63 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 15 365 | 0,12 | 2 075 | 10,79 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 25 309 | 3 420 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 494 | 0,16 | 337 | 10,89 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 24 017 | −4,85 | 3 243 | 5,33 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 1 256 | 0,00 | 170 | 10,46 | ||||
2025-08-08 | 13F | Gts Securities Llc | 16 415 | 2 217 | ||||||
2025-07-07 | 13F | Wesbanco Bank Inc | 4 579 | 74,17 | 618 | 93,13 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 418 567 | −2,54 | 56 523 | 7,87 | ||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1 623 | 219 | ||||||
2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 704 | 43,67 | 95 | 53,23 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 1 849 | −0,86 | 250 | 9,69 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Baer Investment Advisory LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 651 | 12,71 | 358 | 24,83 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 413 | 0,24 | 56 | 10,00 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 5 283 | −4,59 | 713 | 5,63 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 587 | 0,00 | 79 | 11,27 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 25 376 | 24,72 | 3 427 | 38,03 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 26 664 | 3 601 | ||||||
2025-07-22 | 13F | Bank Hapoalim Bm | 12 444 | 0,00 | 2 | 0,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 91 658 | 0,15 | 12 723 | 13,45 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 14 945 | −0,61 | 2 018 | 10,03 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 24 740 | −2,97 | 3 341 | 7,36 | ||||
2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fortress Financial Solutions, LLC | 28 474 | −6,26 | 3 845 | 3,78 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 9 976 | 1 347 | ||||||
2025-07-21 | 13F | Keb Asset Management, Llc | 4 949 | 668 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 44 174 | −4,58 | 5 965 | 5,61 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 493 | 27,09 | 742 | 40,61 | ||||
2025-07-16 | 13F | Plancorp, LLC | 130 007 | 14,45 | 17 556 | 26,68 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 56 299 | −2,51 | 7 603 | 3,26 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 185 418 | −3,41 | 25 036 | 6,89 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 625 | 219 | ||||||
2025-07-11 | 13F | Bell Bank | 4 370 | 590 | ||||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2 109 | 4,30 | 285 | 15,45 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 1 891 | 0,69 | 263 | 21,20 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 4 515 | 0,00 | 610 | 10,73 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 6 293 | 0,00 | 850 | 10,69 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 14 313 | 1 933 | ||||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 157 171 | 2 359,64 | 21 224 | 2 624,52 | ||||
2025-07-16 | 13F | American National Bank | 4 466 | −3,14 | 603 | 7,30 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 109 | 752,49 | 555 | 855,17 | ||||
2025-07-07 | 13F | Somerset Trust Co | 9 385 | 0,00 | 1 267 | 10,66 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 1 388 351 | −2,44 | 187 | 8,09 | ||||
2025-08-13 | 13F | Nyl Investors Llc | 35 267 | 3,74 | 4 762 | 14,83 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 56 007 | 31,23 | 7 563 | 45,25 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 13 866 | 0,01 | 1 872 | 10,70 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 5 616 | 0,00 | 758 | 10,66 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 22 540 | 0,00 | 3 044 | 10,65 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 9 769 | 1 319 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 23 359 | −1,14 | 3 154 | 9,44 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 044 | 84,32 | 546 | 104,49 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 19 471 | 0,06 | 2 629 | 10,74 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 251 673 | −5,20 | 33 986 | 4,92 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 4 610 | 0,00 | 623 | 10,68 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 15 434 | 0,00 | 2 084 | 10,67 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 4 982 | −6,41 | 673 | 3,54 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2 404 | −0,33 | 325 | 10,20 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 3 320 | 0,00 | 448 | 10,62 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 3 438 | −15,57 | 464 | −6,45 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 62 450 | −4,81 | 8 433 | 5,36 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 495 | 0,00 | 67 | 10,00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 6 036 | 18,08 | 815 | 30,82 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 1 909 | −13,11 | 258 | −4,10 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 14 519 | 0,00 | 1 961 | 10,67 | ||||
2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 080 | −0,53 | 281 | 9,80 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28 526 | −1,76 | 3 852 | 8,75 | ||||
2025-07-25 | NP | FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1 500 | −57,14 | 193 | −57,58 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 69 614 | 1 154,08 | 9 401 | 1 288,48 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 3 752 | −4,82 | 507 | 5,42 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 14 756 | 33,21 | 1 993 | 47,45 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 50 461 | −11,57 | 6 814 | −2,13 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 36 303 | 42,21 | 4 669 | 49,94 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 103 636 | 0,46 | 13 995 | 11,18 | ||||
2025-08-14 | 13F | Seldon Capital Lp | 2 876 | 0,00 | 388 | 10,86 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4 380 | −4,37 | 591 | 5,91 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 489 | 0,00 | 336 | 15,86 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 74 | 10 | ||||||
2025-08-11 | 13F | Schiavi & Co LLC | 4 430 | 0,00 | 598 | 10,74 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 273 | 18,18 | 37 | 28,57 | ||||
2025-08-13 | 13F | Farnam Financial LLC | 2 990 | −16,20 | 404 | −7,36 | ||||
2025-07-14 | 13F | Abound Wealth Management | 36 587 | 96,06 | 4 941 | 117,05 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 3 169 | 428 | ||||||
2025-08-13 | 13F | Haverford Trust Co | 2 987 | 13,06 | 403 | 25,16 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 283 483 | 1,39 | 38 282 | 12,22 | ||||
2025-05-13 | 13F | Adams Wealth Management | 8 860 | −0,16 | 1 081 | −5,26 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 26 708 | 2,28 | 3 607 | 7,39 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 254 070 | 21,56 | 34 310 | 34,55 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 921 408 | −33,68 | 124 427 | −26,59 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3 847 | 0,00 | 519 | 10,66 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 594 | 1,47 | 755 | 12,35 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 37 225 | 2,58 | 5 027 | 13,53 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 11 087 | 2,36 | 1 497 | 13,32 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 506 | −22,87 | 68 | −10,53 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 540 | 15,09 | 2 369 | 27,38 | ||||
2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 87 238 | 11 781 | ||||||
2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 3 476 | 7,42 | 421 | −1,87 | ||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 112 275 | −14,48 | 15 162 | −5,35 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 54 | 0,00 | 7 | 16,67 | ||||
2025-08-05 | 13F | Tsfg, Llc | 45 974 | −0,79 | 6 | 20,00 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6 365 | −0,33 | 860 | 10,27 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 974 950 | 1,40 | 131 657 | 12,23 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 499 | 0,00 | 67 | 11,67 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 32 080 | −19,59 | 4 332 | −10,99 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 2 256 | −8,07 | 309 | 3,34 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 194 | −38,97 | 296 | −32,42 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 156 670 | 1,85 | 21 157 | 12,72 | ||||
2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 21 413 | −0,26 | 2 892 | 10,39 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 956 | −46,83 | 128 | −42,01 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 2 580 | 0,00 | 348 | 10,83 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 94 218 | 9,34 | 12 723 | 21,02 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 588 | −0,08 | 485 | 4,99 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 43 883 | 3,79 | 5 926 | 14,47 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 12 213 | −0,17 | 1 649 | 10,52 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 7 081 | 0,00 | 956 | 10,78 | ||||
2025-07-29 | 13F | Cohalo Advisory LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Legacy Solutions, Llc | 5 395 | −4,36 | 728 | 5,81 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 167 | 293 | ||||||
2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 2 267 | 0,00 | 306 | 10,87 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 9 066 | 0,00 | 1 224 | 10,67 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 295 956 | −15,80 | 39 777 | −5,87 | ||||
2025-07-11 | 13F | Scratch Capital Llc | 1 953 | 15,77 | 264 | 28,29 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7 856 | 0,00 | 1 061 | 10,65 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 241 266 | 0,39 | 32 585 | 11,17 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 8 051 | −2,84 | 1 087 | 7,52 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 69 000 | 0,00 | 9 318 | 10,68 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 8 350 | 296,86 | 1 128 | 340,23 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 1 175 | 0,00 | 159 | 10,49 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 1 987 | 268 | ||||||
2025-07-15 | 13F | Carr Financial Group Corp | 29 215 | 3,21 | 3 945 | 14,25 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Sutton Place Investors Llc | 43 045 | −0,25 | 5 813 | 10,39 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 173 | 0,58 | 23 | 9,52 | ||||
2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 19 425 | −5,61 | 2 669 | 6,29 | ||||
2025-08-01 | 13F | Independent Order of Foresters | 672 744 | 0,00 | 90 847 | 10,68 | ||||
2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 2 948 | 64,78 | 398 | 82,57 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 856 | 0,11 | 251 | 10,62 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 477 | 14,00 | 1 955 | 26,15 | ||||
2025-04-14 | 13F | Lpwm Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Main Street Research LLC | 3 405 | 460 | ||||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 2 825 | 3,40 | 382 | 8,55 | ||||
2025-07-21 | 13F | HT Partners LLC | 2 586 | 0,00 | 349 | 10,79 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 6 202 | 0,00 | 838 | 10,71 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 84 491 | −6,66 | 11 410 | 3,30 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 103 958 | −13,38 | 14 038 | −4,13 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 77 806 | 306,30 | 10 507 | 349,74 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 33 303 | 1,51 | 4 550 | 19,55 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 10 658 | −0,62 | 1 439 | 4,35 | ||||
2025-07-17 | 13F | XML Financial, LLC | 5 927 | 0,00 | 800 | 10,65 | ||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 81 488 | −2,43 | 11 004 | 7,99 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 77 075 | −6,54 | 10 | 0,00 | ||||
2025-07-15 | 13F | Cigna Investments Inc /new | 231 072 | −4,61 | 31 | 6,90 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 27 619 | 0,90 | 3 730 | 11,68 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21 243 | −13,43 | 2 869 | −4,18 | ||||
2025-08-05 | 13F | Allstate Corp | 748 331 | −39,04 | 101 055 | −32,53 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 742 | 100 | ||||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 2 225 | 1,60 | 300 | 12,36 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 896 181 | 0,55 | 256 060 | 11,29 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 2 549 | 1,68 | 344 | 12,79 | ||||
2025-04-16 | 13F | Greenhouse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Northern Capital Management, Inc. | 1 696 | 0,00 | 229 | 11,17 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 55 005 | −0,76 | 7 428 | 9,83 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12 862 | −21,99 | 1 746 | −7,72 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 150 532 | −3,40 | 20 328 | 6,91 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 25 631 | 0,01 | 3 461 | 10,72 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4 103 | 0,00 | 1 | |||||
2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Friedenthal Financial | 151 777 | 5,58 | 20 496 | 16,85 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 8 270 | 34,87 | 1 117 | 49,20 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 345 | 0,00 | 47 | 9,52 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 604 | 56,14 | 757 | 73,00 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10 340 | 0,27 | 1 396 | 10,97 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 77 | 0,00 | 10 | 11,11 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 901 | 0 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 6 812 | −0,01 | 920 | 10,59 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 935 906 | 4,06 | 531 505 | 15,17 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 609 | −2,55 | 757 | 7,83 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 3 618 | 471 | ||||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 711 669 | 0,88 | 96 104 | 11,65 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 50 605 | −0,42 | 6 834 | 10,21 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2 190 | −70,90 | 296 | −67,86 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 485 | 65 | ||||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 4 698 | 0,00 | 634 | 10,65 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10 874 | 0,00 | 1 468 | 10,71 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 211 | 10,32 | 569 | 22,15 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 1 486 | 201 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 6 610 | 8,04 | 893 | 19,57 | ||||
2025-07-18 | 13F | jvl associates llc | 442 766 | −4,02 | 59 791 | 6,23 | ||||
2025-08-08 | 13F | Turn8 Private Wealth Inc. | 2 170 | 0,60 | 293 | 11,41 | ||||
2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Global View Capital Management LLC | 10 583 | −11,41 | 1 429 | −1,92 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 582 276 | −50,15 | 78 631 | −44,83 | ||||
2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 8 609 | 5,98 | 1 163 | 17,26 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 12 299 | −11,48 | 1 661 | −2,06 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 361 135 | −1,39 | 48 768 | 9,14 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 641 429 | −0,27 | 86 619 | 10,38 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 450 | 0,20 | 466 | 10,71 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 217 400 | −5,24 | 29 358 | 4,88 | ||||
2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | 1922 Investment Co LLC | 5 | 1 | ||||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 69 639 | 12,11 | 9 | 28,57 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 360 | 0,00 | 532 | −5,18 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 1 773 | 0,00 | 239 | 10,65 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 153 993 | 33,64 | 20 795 | 47,91 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 8 790 | −9,61 | 1 187 | 0,08 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 765 | 103 | ||||||
2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 39 200 | −26,45 | 4 783 | −30,24 | ||||
2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 17 950 | −17,85 | 2 190 | −22,06 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 43 964 | 0,00 | 5 937 | 10,66 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 3 379 | 0,00 | 456 | 10,68 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 5 360 | −6,13 | 724 | 3,88 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 192 006 | −0,53 | 25 929 | 10,10 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 15 922 | −3,00 | 2 199 | 9,84 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 577 | 213 | ||||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Northeast Investment Management | 5 217 | 0,00 | 705 | 10,69 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4 857 | 3,49 | 656 | 14,51 | ||||
2025-08-07 | 13F | 1st Source Bank | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 2 638 760 | 3,06 | 356 338 | 14,06 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 2 400 | 0,00 | 324 | 10,96 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 275 195 | −0,36 | 33 577 | −5,48 | ||||
2025-08-11 | 13F | Lcnb Corp | 33 650 | 0,00 | 4 544 | 10,69 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 563 | −63,51 | 751 | −59,62 | ||||
2025-07-09 | 13F | Beacon Financial Group | 127 341 | −5,10 | 17 196 | 5,03 | ||||
2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2 698 | 0,04 | 364 | 10,64 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 16 519 | −2,18 | 2 231 | 8,25 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 319 | 26,19 | 988 | 39,75 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 54 727 | −2,48 | 7 390 | 7,93 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 23 000 | 3 106 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 6 965 | −89,70 | 941 | −88,61 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 13 632 | 9,53 | 1 841 | 21,21 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 93 836 | 0,39 | 12 672 | 11,11 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 15 184 | 63,64 | 1 853 | 55,24 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 26 463 | 7,26 | 3 574 | 18,70 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 6 081 | 13,24 | 821 | 25,34 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 795 | 0,31 | 783 | |||||
2025-08-12 | 13F | Allen Capital Group, LLC | 1 866 | −1,74 | 252 | 8,66 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 25 007 | 5,54 | 3 377 | 16,82 | ||||
2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 1 421 | 203 | ||||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 13 037 | 1,49 | 1 761 | 12,32 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 816 665 | 55,43 | 110 282 | 72,03 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 4 140 699 | 1,81 | 559 145 | 12,68 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 10 571 | −0,50 | 1 428 | 10,11 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 22 684 | −0,22 | 3 063 | 10,46 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 382 024 | −35,34 | 51 589 | −28,43 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103 856 | −4,73 | 14 025 | 5,44 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 5 101 | 689 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 71 976 | −4,73 | 9 720 | 5,45 | ||||
2025-07-14 | 13F | Gries Financial Llc | 22 104 | 0,00 | 2 985 | 10,68 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 520 | 504,65 | 70 | 600,00 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 3 437 | −6,12 | 419 | −10,85 | ||||
2025-08-04 | 13F | Balentine LLC | 6 120 | −1,97 | 826 | 8,54 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 134 | 4,35 | 1 639 | 15,51 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Monument Capital Management | 61 353 | −2,52 | 8 285 | 7,89 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 878 592 | 18,92 | 118 645 | 31,62 | ||||
2025-08-12 | 13F | Aspiring Ventures, LLC | 6 548 | 0,00 | 884 | 10,22 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 115 877 | −51,72 | 15 648 | −46,56 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 998 | −1,95 | 810 | 8,45 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 065 | 0,29 | 374 | 12 333,33 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 3 036 | −0,30 | 410 | 10,24 | ||||
2025-07-30 | 13F | Paragon Financial Partners, Inc. | 1 783 | 0,00 | 241 | 10,60 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 88 | 0,00 | 12 | 10,00 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2 493 | 0,00 | 337 | 10,53 | ||||
2025-07-24 | 13F | Eastern Bank | 612 | −40,64 | 83 | −34,40 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 195 | 11,42 | 297 | 22,82 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 886 | 105,09 | 120 | 128,85 | ||||
2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 166 245 | 0,01 | 22 450 | 10,70 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 1 752 | 0,00 | 238 | 11,27 | ||||
2025-04-14 | 13F | Griffith & Werner, Inc. | 2 186 | 0,28 | 267 | −5,00 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 1 965 | 0,00 | 265 | 10,88 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 727 | −6,19 | 98 | 4,26 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 601 | 167,11 | 81 | 200,00 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 10 483 | −8,68 | 1 416 | 1,07 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 3 696 | −3,57 | 499 | 6,85 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 17 349 | −60,20 | 2 343 | −55,96 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 2 345 | 0,00 | 317 | 10,49 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 5 696 | 44,46 | 769 | 59,88 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 793 | −22,78 | 242 | −14,49 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 245 | 8,60 | 438 | 20,33 | ||||
2025-08-13 | 13F | Northern Trust Corp | 202 140 | 26,49 | 27 297 | 39,99 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 120 | 0,00 | 286 | 10,85 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 1 769 | 0,00 | 239 | 10,70 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 1 886 | 0,00 | 255 | 10,43 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4 411 | 0,00 | 596 | 10,59 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 18 492 | −1,65 | 2 497 | 8,85 | ||||
2025-08-12 | 13F | Private Management Group Inc | 10 000 | 1 350 | ||||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7 681 | 1,88 | 1 037 | 12,84 | ||||
2025-08-11 | 13F | Monashee Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rathbone Brothers plc | 2 000 | 0,00 | 270 | 10,66 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 37 939 | 61,96 | 5 123 | 79,25 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 7 133 | 3,62 | 963 | 14,78 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 344 | 2,94 | 587 | 14,01 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7 327 | −29,28 | 989 | −21,76 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 10 289 | −3,72 | 1 389 | 6,60 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 995 308 | 0,49 | 134 406 | 11,22 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 92 603 | 0,58 | 12 505 | 11,32 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 900 | 0,00 | 527 | 10,74 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 6 327 | 0,00 | 854 | 10,77 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 959 | 0,00 | 0 | |||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 010 | 3,45 | 271 | 14,35 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 1 636 | 30,88 | 221 | 44,74 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 1 150 349 | 27,36 | 155 343 | 40,97 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4 070 | −1,83 | 550 | 8,71 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 491 | 0,00 | 877 | 10,75 | ||||
2025-08-07 | 13F | Nwam Llc | 153 259 | −2,39 | 21 263 | 11,00 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 1 844 | 0,49 | 249 | 11,66 | ||||
2025-08-14 | 13F | First Foundation Advisors | 96 161 | −0,55 | 12 986 | 10,07 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 165 | −37,74 | 22 | −31,25 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 33 082 | 6,84 | 4 036 | 1,36 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 273 439 | 3,50 | 31 530 | 13,42 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Element Wealth, LLC | 60 400 | −6,41 | 8 156 | 3,58 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 73 841 | −0,41 | 9 971 | 10,23 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 6 635 | 69,95 | 896 | 88,03 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 155 070 | 3,05 | 20 941 | 14,05 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 112 | 150 | ||||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 145 459 | −8,22 | 19 643 | 1,58 | ||||
2025-08-08 | 13F | King Wealth | 95 611 | −1,01 | 13 | 9,09 | ||||
2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 12 275 | 0,00 | 1 658 | 10,69 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 3 230 | 436 | ||||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 483 444 | 44 663,33 | 4 | −97,71 | ||||
2025-08-14 | 13F | Fmr Llc | 886 816 | −7,56 | 119 756 | 2,31 | ||||
2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1 526 | 206 | ||||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 565 | −4,22 | 346 | 6,13 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 109 053 | −0,80 | 15 072 | 12,37 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 29 742 | 21,08 | 4 016 | 34,05 | ||||
2025-07-25 | 13F | Cwm, Llc | 487 385 | −0,56 | 66 | 10,17 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 45 231 | 34,00 | 6 108 | 48,32 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 133 906 | −4,96 | 18 083 | 5,19 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 11 345 | 5,30 | 1 568 | 21,10 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 2 402 | −3,61 | 324 | 6,58 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 063 | −26,51 | 2 709 | −18,67 | ||||
2025-07-30 | 13F | Retirement Planning Group | 25 615 | −12,12 | 3 459 | −2,73 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 16 759 | 0,56 | 2 263 | 11,31 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 25 799 | 80,29 | 3 525 | 101,95 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 3 410 | −22,82 | 460 | −14,66 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 288 | 0,00 | 174 | 10,19 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 21 237 | 10,93 | 2 868 | 22,73 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 95 380 | 0,36 | 12 880 | 11,08 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 5 836 | 317,16 | 1 | |||||
2025-07-15 | 13F | BCS Wealth Management | 6 546 | −4,02 | 1 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 42 533 | −0,39 | 5 744 | 10,25 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 717 | 82,91 | 97 | 104,26 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-01 | 13F | Cornerstone Planning, LLC | 3 475 | 447 | ||||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 053 | −0,08 | 1 223 | 10,59 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 132 197 | 2,03 | 17 852 | 12,93 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 453 892 | 1,26 | 55 379 | −3,95 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 34 124 | −6,43 | 4 608 | 3,57 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 3 591 | 438 | ||||||
2025-07-22 | 13F | Accel Wealth Management | 1 711 | 3,45 | 231 | 14,93 | ||||
2025-07-16 | 13F/A | CX Institutional | 4 020 | 0,02 | 1 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 045 | 1,56 | 816 | 12,40 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 389 579 | 80,69 | 592 755 | 99,98 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 28 045 | 4,77 | 3 787 | 15,99 | ||||
2025-07-30 | 13F | Private Capital Advisors, Inc. | 3 505 | 0,00 | 473 | 10,77 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 5 256 | −0,08 | 710 | 10,61 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 16 835 | 0,00 | 2 273 | 10,66 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 331 639 | −4,52 | 44 784 | 5,68 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 11 487 | 3,26 | 1 551 | 14,30 | ||||
2025-04-23 | 13F | Winebrenner Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 17 089 | 0,15 | 2 308 | 10,86 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Forte Asset Management Llc | 27 432 | 0,00 | 3 704 | 10,70 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 1 784 | −87,56 | 241 | −86,29 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 4 978 | 0,10 | 672 | 10,89 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 327 410 | 0,56 | 44 213 | 11,30 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 192 | 0,52 | 26 | 8,70 | ||||
2025-07-08 | 13F | Next Level Private LLC | 4 724 | 0,30 | 638 | 10,98 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service | 396 667 | −10,15 | 53 566 | −0,55 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service | 392 660 | −11,95 | 53 025 | −2,55 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 187 645 | 6,41 | 25 340 | 17,77 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 50 139 | 71,30 | 6 771 | 89,58 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 39 490 | −1,88 | 5 333 | 8,59 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 28 342 | −0,79 | 3 827 | 9,81 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 520 | 70 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30 857 | −1,89 | 6 217 | 62,03 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 61 819 | −0,27 | 8 348 | 10,39 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 2 995 | 14,97 | 404 | 27,44 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 11 750 | 0,00 | 1 587 | 10,68 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 1 705 | 230 | ||||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 24 800 | 0,00 | 3 349 | 10,68 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2 184 | 14,41 | 295 | 26,72 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 2 188 | 17,38 | 295 | 29,96 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 79 | 0,00 | 11 | 11,11 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 178 649 | −2,08 | 24 125 | 8,37 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 173 422 | −18,92 | 23 419 | −10,27 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 162 988 | 22 | ||||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 1 489 | 201 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 605 | 0,65 | 757 | 11,34 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 771 | 0,11 | 239 | 11,16 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 175 | 0,00 | 24 | 9,52 | ||||
2025-07-23 | 13F | Charter Trust Co | 64 421 | 18,87 | 8 699 | 31,56 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 716 | −0,49 | 907 | 10,09 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 1 695 | 0,00 | 229 | 10,68 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 1 793 612 | −1,29 | 242 | 9,50 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 431 434 | −1,32 | 58 261 | 9,21 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 16 739 | 0,56 | 2 260 | 11,28 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 203 768 | 12,37 | 162 557 | 24,37 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 9 751 | −18,24 | 1 317 | −9,55 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 342 | 46 | ||||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 34 050 | 0,00 | 4 598 | 10,69 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 15 670 | 0,00 | 2 116 | 10,73 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 10 272 | 0,00 | 1 387 | 10,69 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 6 917 | 6,40 | 934 | 17,78 | ||||
2025-08-04 | 13F | Assetmark, Inc | 15 011 | 9,30 | 2 027 | 21,01 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 983 | −2,04 | 1 483 | 8,41 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 107 354 | 5,02 | 14 497 | 16,24 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 13 226 | −2,52 | 1 786 | 7,92 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 58 | 8 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 489 | 11,09 | 1 281 | 22,94 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Icapital Wealth Llc | 3 045 | 0,00 | 411 | 10,78 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 623 880 | −5,22 | 84 | 5,00 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 66 | 0,00 | 9 | 0,00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 137 826 | 17,01 | 18 612 | 29,51 | ||||
2025-08-07 | 13F | Midwest Trust Co | 8 069 | 1 090 | ||||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 16 230 | 8,47 | 2 | 100,00 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 58 487 | 3,55 | 7 898 | 23,21 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 22 696 | 3,07 | 3 065 | 14,07 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 464 | 0,00 | 63 | 10,71 | ||||
2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 176 | 82,51 | 834 | 102,43 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 1 898 | 0,00 | 0 | |||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 49 | −44,94 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 119 717 | −3,16 | 16 167 | 7,19 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2 206 | 0,00 | 298 | 10,41 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 16 697 | −13,86 | 2 255 | −4,69 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 7 805 | 15,02 | 1 054 | 27,45 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 197 607 | 662,23 | 26 685 | 743,63 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 2 061 | 278 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 89 090 | −0,52 | 12 031 | 10,09 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 109 415 | −0,12 | 14 775 | 10,54 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 6 909 | 0,00 | 933 | 10,68 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 597 | −4,98 | 621 | 5,08 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 606 | 82 | ||||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 18 529 | 9,13 | 2 502 | 20,81 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 314 450 | −1,73 | 42 463 | 8,76 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 4 244 | 0,02 | 518 | −5,14 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 105 228 | −2,18 | 14 210 | 8,27 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 114 306 | 1,14 | 150 312 | 11,95 | ||||
2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3 886 | −1,79 | 540 | 12,03 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 059 177 | 10,30 | 143 031 | 22,08 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 7 089 | −10,70 | 957 | −1,14 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 7 783 | 20,65 | 1 051 | 33,55 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 2 102 | 12,47 | 284 | 24,67 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 19 514 | 2 600 | ||||||
2025-08-14 | 13F | Helium Advisors LLC | 8 846 | −1,55 | 1 195 | 8,94 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 2 983 | −2,52 | 403 | 7,77 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 2 030 281 | −3,35 | 274 169 | 6,97 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 473 | 64 | ||||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 63 265 | −1,20 | 8 543 | 9,36 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 731 | 1 094,70 | 639 | 1 229,17 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 42 137 | 2,30 | 5 690 | 13,23 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104 010 | 11,63 | 14 046 | 23,55 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 10 286 | −8,70 | 1 389 | 1,09 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 148 411 | 20 041 | ||||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 346 | 0,29 | 47 | 9,52 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 769 | −0,65 | 94 | −6,06 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 21 753 | 175,63 | 2 938 | 205,30 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 2 808 | 0,00 | 379 | 10,82 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 3 957 | 34,36 | 534 | 48,75 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 2 926 | −8,73 | 395 | 1,02 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16 987 | −0,19 | 2 294 | 10,45 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 4 683 | 2,38 | 632 | 13,26 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 310 565 | −3,57 | 41 940 | 6,76 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 475 | −3,15 | 1 144 | 7,22 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 2 980 | 0,00 | 402 | 10,74 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 41 793 | 1,80 | 5 644 | 12,66 | ||||
2025-07-17 | 13F | Financial Designs Corp | 267 136 | −1,56 | 36 074 | 8,96 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 4 900 | 662 | ||||||
2025-07-07 | 13F | Kings Path Partners LLC | 24 216 | 5,87 | 3 270 | 17,20 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11 200 | −14,35 | 1 505 | −5,71 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 46 513 | −11,47 | 6 281 | −2,01 | ||||
2025-08-12 | 13F | Zacks Investment Management | 2 880 | 2,16 | 389 | 13,12 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 32 574 | 16,90 | 4 399 | 29,39 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 157 | 0,17 | 561 | 10,87 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 2 908 | 68,09 | 393 | 85,78 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 7 065 | 0,00 | 954 | 10,67 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 646 | 22,38 | 2 113 | 34,95 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 6 704 | 0,00 | 905 | 10,77 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 355 895 | 2,98 | 48 060 | 13,98 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 1 520 | 205 | ||||||
2025-07-29 | 13F | Financial Symmetry Inc | 2 134 | 0,00 | 288 | 10,77 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 40 683 | 0,28 | 5 494 | 10,97 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 9 796 | 0,00 | 1 323 | 10,63 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 20 855 | 1,35 | 2 816 | 12,19 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 5 954 | 7,71 | 804 | 19,29 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 3 265 | 0,00 | 441 | 10,55 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 7 478 | −5,38 | 1 | |||||
2025-04-15 | 13F | Noble Wealth Management PBC | 227 | 0,00 | 28 | −6,90 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 124 896 | −0,04 | 16 866 | 10,63 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 3 039 | −57,43 | 410 | −52,87 | ||||
2025-08-13 | 13F | Kilter Group LLC | 1 434 | 194 | ||||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ironwood Financial, llc | 52 153 | 0,00 | 6 363 | 0,00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 47 633 | 2,08 | 6 432 | 12,98 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 326 | 0,03 | 989 | 10,75 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3 134 | −3,89 | 423 | 10,73 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 5 846 | 0,02 | 789 | 10,66 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 878 | 0,00 | 389 | 10,54 | ||||
2025-07-15 | 13F | Maseco Llp | 673 | 91 | ||||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 48 | 0,00 | 6 | 20,00 | ||||
2025-08-12 | 13F | Bokf, Na | 22 780 | −6,76 | 3 076 | 3,22 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 332 205 | 1,72 | 44 861 | 12,58 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 140 604 | 8,05 | 19 | 20,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 189 254 | −41,35 | 25 557 | −35,08 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 4 282 | 0,00 | 578 | 10,73 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 8 034 | −10,26 | 1 085 | −0,73 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 47 167 | 0,00 | 5 755 | 0,00 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 777 | −6,81 | 645 | 3,20 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4 359 | 3,79 | 589 | 14,84 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 1 840 | 0,00 | 224 | −5,08 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 6 885 | 0,00 | 930 | 10,60 | ||||
2025-07-14 | 13F | Friday Financial | 325 839 | 6,06 | 44 001 | 16,12 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 3 438 | −9,95 | 464 | −0,22 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 950 | −6,90 | 1 | |||||
2025-08-14 | 13F | Glenview Trust Co | 97 166 | 2,75 | 13 121 | 13,72 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5 798 | 1,93 | 783 | 12,84 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 851 | 42,48 | 385 | 74,55 | ||||
2025-08-07 | 13F | Summit X, LLC | 15 783 | 3,91 | 2 131 | 15,00 | ||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 1 828 | −14,90 | 247 | −6,11 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 159 024 | 188,94 | 21 475 | 203,39 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 21 046 | 22,89 | 2 842 | 36,05 | ||||
2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 14 990 | −18,49 | 1 829 | −22,71 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 293 | 10,98 | 40 | 21,88 | ||||
2025-07-22 | 13F | Schwab Charitable Fund | 59 260 | 0,28 | 8 002 | 10,98 | ||||
2025-05-09 | 13F | Ball & Co Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | JustInvest LLC | 2 329 | 0,43 | 315 | 11,70 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 5 798 | 0,00 | 1 | |||||
2025-07-14 | 13F | Foster Group, Inc. | 23 714 | 3 202 | ||||||
2025-07-14 | 13F | Ai Financial Services Llc | 55 319 | 1,09 | 7 470 | 11,89 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 5 014 | 101,93 | 677 | 124,17 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 112 | 0,00 | 15 | 15,38 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 8 341 | 23,94 | 1 126 | 37,15 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 91 007 | −2,52 | 12 290 | 7,89 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 2 513 | 0,28 | 307 | −4,97 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 41 492 | 1,44 | 5 603 | 12,28 | ||||
2025-08-14 | 13F | KKM Financial LLC | 3 510 | 0,00 | 474 | 10,51 | ||||
2025-07-15 | 13F | Surience Private Wealth Llc | 2 068 | −0,43 | 279 | 10,28 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 5 054 | 682 | ||||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 3 055 | 0,00 | 413 | 10,75 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 54 838 | 2,81 | 7 405 | 13,80 | ||||
2025-08-08 | 13F | Creative Planning | 2 117 760 | −1,20 | 285 982 | 9,35 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 3 695 | 0,00 | 499 | 10,67 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1 512 | 204 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 99 804 | −1,22 | 13 478 | 9,33 | ||||
2025-07-31 | 13F/A | Avion Wealth | 3 107 | 0,00 | 0 | |||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 1 614 | 218 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 096 | −3,72 | 283 | 6,79 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 1 773 | 0,00 | 239 | 10,65 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 36 490 | −4,73 | 4 928 | 5,44 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 19 002 | −1,19 | 2 566 | 9,34 | ||||
2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 9 830 | 7,90 | 1 189 | −1,41 | ||||
2025-08-13 | 13F | Keystone Financial Group | 35 142 | 1,15 | 4 752 | 12,08 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 758 | 0,00 | 372 | 10,71 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 877 | 0,00 | 254 | 10,48 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 5 721 | −37,92 | 773 | −31,32 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 59 549 | 7,92 | 8 042 | 19,44 | ||||
2025-07-17 | 13F | G&S Capital LLC | 1 763 | 0,00 | 238 | 10,70 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 326 | 1,68 | 1 935 | 12,57 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 95 801 | 21,92 | 12 937 | 34,93 | ||||
2025-07-18 | 13F | Vicus Capital | 4 951 | −0,30 | 669 | 10,41 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 11 257 | 73,05 | 1 520 | 91,68 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 1 894 | 257,36 | 256 | 298,44 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 268 | 8,06 | 36 | 20,00 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 7 402 | 0,00 | 1 000 | 10,63 |
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