Grundläggande statistik
Institutionella ägare | 1513 total, 1510 long only, 0 short only, 3 long/short - change of 3,06% MRQ |
Genomsnittlig portföljallokering | 1.3920 % - change of −4,23% MRQ |
Institutionella aktier (lång) | 322 644 302 (ex 13D/G) - change of 8,34MM shares 2,65% MRQ |
Institutionellt värde (lång) | $ 40 927 243 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) har 1513 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 322,644,302 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 12, 2025 is 143,97 / share. Previously, on September 16, 2024, the share price was 123,27 / share. This represents an increase of 16,79% 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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Fil 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 | ||||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 15 359 | 4,62 | 2 074 | 15,80 | ||||
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 | ||||
2025-08-11 | 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 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 961 | −1,21 | 265 | 9,09 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 64 771 | 5,84 | 8 747 | 17,14 | ||||
2025-08-04 | 13F | Ledyard National Bank | 2 052 | 0,00 | 277 | 10,80 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 50 | 0,00 | 7 | 0,00 | ||||
2025-07-21 | 13F | Hilltop National Bank | 367 | 0,00 | 50 | 4,26 | ||||
2025-08-08 | 13F | Wealth Alliance | 3 194 | −11,18 | 431 | −1,60 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 853 | 6,65 | 2 141 | 18,04 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 840 | 0,00 | 113 | 10,78 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 8 491 | 25,42 | 1 147 | 38,74 | ||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 8 322 | −11,50 | 1 124 | −2,09 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 9 301 | 0,00 | 1 256 | 10,76 | ||||
2025-07-29 | 13F | Sowa Financial Group, Inc. | 16 724 | −0,30 | 2 | 0,00 | ||||
2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 39 589 | −8,83 | 5 346 | 0,91 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 180 368 | 4,07 | 24 357 | 15,18 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 13 586 | −2,65 | 1 835 | 7,76 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2 350 | 0,00 | 317 | 10,84 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9 482 | −0,41 | 1 280 | 10,25 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 677 | 4,00 | 3 602 | 15,12 | ||||
2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 172 523 | 4,99 | 23 298 | 16,20 | ||||
2025-08-07 | 13F | Davis R M Inc | 5 902 | 0,00 | 797 | 10,69 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 5 744 | 776 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 12 840 | 236,57 | 1 734 | 272,69 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 227 | 1,55 | 310 | 14,44 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 593 | 215 | ||||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co | 5 295 | 79,67 | 715 | 99,16 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 60 801 | −14,02 | 8 211 | −4,84 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 19 659 | 2,24 | 2 655 | 13,18 | ||||
2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allie Family Office LLC | 36 436 | 2,30 | 4 920 | 13,23 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 6 092 | 0,00 | 823 | 10,63 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 1 004 | 0,00 | 136 | 10,66 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 2 451 | 0,12 | 331 | 10,74 | ||||
2025-08-12 | 13F | Sfmg, Llc | 7 343 | 0,14 | 992 | 10,85 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4 424 | −0,90 | 597 | 9,74 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 886 | 0,00 | 255 | 10,43 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 16 983 | −23,88 | 2 293 | −15,76 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8 434 | −0,14 | 1 139 | 10,49 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 31 | 0,00 | 4 | 33,33 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 208 761 | 2,95 | 28 191 | 13,94 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 1 789 | 0,22 | 242 | 11,06 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 208 | −8,45 | 433 | 1,41 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 66 089 | 0,00 | 8 925 | 10,68 | ||||
2025-08-12 | 13F | Cadence Wealth Management LLC | 4 456 | 14,87 | 602 | 27,06 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 602 451 | −1,46 | 216 | 9,09 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 5 167 | −22,95 | 698 | −14,79 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 917 | 0,00 | 529 | 10,69 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 1 305 | 0,00 | 176 | 10,69 | ||||
2025-05-06 | 13F | Fagan Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Auto-Owners Insurance Co | 2 993 410 | 8,79 | 404 230 | 95,50 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 779 | 0,79 | 1 185 | 11,58 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 2 158 | 9,04 | 291 | 20,75 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 28 165 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2 113 | 0,00 | 285 | 5,17 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 420 | 0,27 | 867 | 10,88 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 3 771 | 0,00 | 509 | 10,65 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 3 549 | 19,13 | 479 | 31,96 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 4 889 | 57,71 | 660 | 74,60 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 63 432 | 8 566 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 20 582 | 0,08 | 2 779 | 10,76 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 370 | −1,07 | 0 | |||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 41 488 | 1,32 | 5 759 | 19,96 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 41 648 | 0,76 | 5 624 | 11,52 | ||||
2025-08-04 | 13F | Spire Wealth Management | 5 811 | −75,63 | 785 | −73,05 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 12 687 | 0,83 | 1 713 | 11,60 | ||||
2025-04-29 | 13F | Hm Payson & Co | 28 | 0,00 | 3 | 0,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 2 504 | −0,99 | 338 | 9,74 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 336 843 | 0,30 | 45 | 12,50 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 6 588 | −7,38 | 890 | 2,54 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 97 920 | 0,00 | 13 223 | 10,68 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 735 | 21,59 | 1 990 | 34,57 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3 541 | 0,11 | 478 | 10,90 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 12 551 | 17,12 | 1 695 | 29,61 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 182 198 | −6,94 | 24 604 | 3,01 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 4 939 | −1,83 | 667 | 8,65 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 816 | 0,12 | 110 | 11,11 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 41 450 | −0,23 | 5 057 | −5,35 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 581 | −0,68 | 14 | 16,67 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 3 336 | 1,00 | 450 | 11,94 | ||||
2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 471 707 | 1,32 | 64 539 | 13,62 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 173 857 | 3,35 | 23 478 | 14,38 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 84 042 | 325,27 | 11 348 | 370,63 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 361 504 | −1,58 | 318 897 | 8,94 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 44 326 | 4,55 | 5 986 | 15,72 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 1 963 | 0,10 | 265 | 10,88 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 346 144 | 6,85 | 46 729 | 18,36 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 277 018 | 2,80 | 37 409 | 13,79 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3 268 | −3,97 | 441 | 6,27 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 6 651 | −99,24 | 120 004 | 11,97 | ||||
2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 167 310 | −61,25 | 22 594 | −57,11 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 3 586 | 53,12 | 484 | 69,82 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 12 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 153 296 | −8,31 | 20 701 | 1,49 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 28 454 | −5,66 | 3 842 | 4,43 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 276 648 | −0,49 | 37 359 | 10,14 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 8 705 | −0,33 | 1 176 | 10,33 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 6 992 | −2,47 | 944 | 8,01 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 9 338 | −13,60 | 1 261 | −4,32 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 2 376 | 0,00 | 321 | 10,73 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 5 030 | 8,76 | 679 | 20,39 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 858 | 0,00 | 116 | 10,58 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 395 | 52,51 | 53 | 70,97 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 146 739 | −0,99 | 154 856 | 9,59 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 2 859 | 0,00 | 386 | 10,92 | ||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 22 557 | −89,65 | 3 046 | −88,55 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 2 673 | 6,20 | 361 | 17,59 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 3 728 | 60,69 | 503 | 77,74 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 32 306 | −4,84 | 4 363 | 5,34 | ||||
2025-08-08 | 13F | Hudock, Inc. | 45 206 | 5,26 | 6 105 | 16,51 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 236 | 71,06 | 1 382 | 89,32 | ||||
2025-05-13 | 13F | CacheTech Inc. | 8 860 | −0,16 | 1 081 | −5,26 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 139 250 | −1,35 | 18 804 | 9,19 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 489 | −0,02 | 606 | 10,79 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 332 873 | −1,12 | 44 951 | 9,44 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 963 792 | −2,34 | 130 151 | 8,09 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 45 689 | −1,32 | 6 170 | 9,22 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99 827 | −43,35 | 13 | −40,91 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 2 989 | 0,00 | 404 | 10,71 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 16 805 | 0,77 | 2 269 | 11,55 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4 318 | 0,00 | 583 | 10,84 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 55 797 | 12,22 | 7 535 | 24,20 | ||||
2025-08-14 | 13F | Comerica Bank | 134 503 | 1,71 | 18 163 | 12,57 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 335 | −81,54 | 720 | −79,59 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 153 | −10,74 | 831 | −1,31 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 920 | −4,38 | 259 | 6,15 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 197 234 | −4,89 | 26 635 | 5,27 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 13 471 | −1,83 | 1 819 | 8,66 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 982 | 16,49 | 132 | 28,43 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 13 880 | 0,00 | 1 874 | 10,69 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4 956 | 112,70 | 669 | 135,56 | ||||
2025-07-15 | 13F | Graypoint LLC | 8 038 | −6,83 | 1 085 | 3,14 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 15 701 | −6,49 | 2 120 | 3,52 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 19 917 | −31,79 | 2 690 | −24,51 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 250 | 0,00 | 34 | 10,00 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 263 | 0,00 | 36 | 9,38 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 2 211 | 22,70 | 300 | 45,63 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 110 421 | −1,03 | 14 911 | 9,54 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10 165 | −0,37 | 1 373 | 10,29 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 1 551 486 | −3,61 | 209 513 | 6,68 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 15 954 | 2 154 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 4 276 | 2,10 | 522 | −3,16 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 4 293 | 0,00 | 580 | 10,71 | ||||
2025-08-11 | 13F | Tidemark, LLC | 2 300 | 0,00 | 311 | 10,71 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 63 | 9 | ||||||
2025-08-06 | 13F | DDFG, Inc | 114 823 | 0,83 | 15 506 | 11,59 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 5 644 | 6,91 | 1 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 32 171 | 2,22 | 4 344 | 13,13 | ||||
2025-08-05 | 13F | Snider Financial Group | 19 160 | −4,44 | 2 587 | 5,76 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4 932 | 0,00 | 666 | 10,82 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 5 125 | −8,95 | 692 | 0,87 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 2 040 | 0,00 | 275 | 10,89 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 2 169 | −0,91 | 293 | 10,61 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 443 310 | 5,47 | 59 865 | 16,73 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 45 707 | −0,95 | 6 172 | 9,63 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 14 355 | −4,21 | 1 939 | 6,02 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 2 012 | 0,00 | 272 | 10,61 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 439 | −17,25 | 176 | −21,52 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3 438 | 464 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 660 503 | 1,55 | 89 194 | 12,39 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6 182 | 2,44 | 835 | 13,32 | ||||
2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Altfest L J & Co Inc | 2 201 | 0,32 | 297 | 11,24 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 025 | 543 | ||||||
2025-07-10 | 13F | Trust Point Inc. | 1 780 | 0,00 | 240 | 10,60 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 35 038 | 12,03 | 4 732 | 24,01 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-08-25 | 13F | Fulcrum Equity Management | 80 410 | 0,27 | 10 859 | 10,98 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 15 640 | 0,70 | 2 112 | 11,51 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 121 | 0,00 | 17 | 14,29 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 551 | 74 | ||||||
2025-07-11 | 13F | Diversified Trust Co | 2 883 | 4,04 | 389 | 15,09 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0,00 | 14 | 8,33 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 3 586 | 12,59 | 484 | 24,74 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 8 100 | 0,15 | 1 094 | 10,85 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47 604 | −24,51 | 6 428 | −16,45 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 18 198 | −23,63 | 2 457 | −15,48 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 4 839 | 0,00 | 653 | 10,68 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 10 922 | 17,68 | 1 475 | 30,21 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 510 | 940,82 | 69 | 1 260,00 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 350 866 | 73,34 | 47 381 | 91,85 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 2 000 | 0,00 | 270 | 10,66 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 47 051 | 72,30 | 6 | 100,00 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 88 | 0,00 | 12 | 10,00 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 2 993 | 0,00 | 404 | 10,68 | ||||
2025-08-14 | 13F | Family Management Corp | 94 333 | 3,60 | 12 739 | 14,66 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 2 000 | 275 | ||||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 96 312 | −4,13 | 11 751 | −9,06 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 502 | 175 000,00 | 473 | |||||
2025-07-08 | 13F | Legacy Private Trust Co. | 58 587 | 39,25 | 7 912 | 54,12 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 90 | −41,56 | 12 | −36,84 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 4 991 | 4,37 | 674 | 15,61 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 55 | −35,29 | 7 | −36,36 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 22 692 | 2,94 | 3 064 | 13,95 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 140 | −75,57 | 19 | −73,91 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 2 610 | −1,10 | 352 | 9,66 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 129 315 | 3,49 | 17 463 | 14,53 | ||||
2025-07-21 | 13F | Capital Planning LLC | 43 974 | −0,83 | 5 938 | 9,76 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 34 | 0,00 | 5 | 0,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 745 | −1,59 | 101 | 8,70 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 63 | 0,00 | 9 | 14,29 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 511 164 | −32,47 | 69 028 | −25,26 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 3 500 | 0,00 | 473 | 10,54 | ||||
2025-07-17 | 13F | Greenleaf Trust | 113 097 | −1,93 | 15 273 | 8,54 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 2 409 | −15,09 | 325 | −10,71 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 7 194 | −2,64 | 971 | 7,77 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3 209 | 0,31 | 433 | 11,03 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 725 | −3,12 | 503 | 7,25 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 139 | 19 | ||||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3 893 | −11,92 | 526 | −2,60 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 206 | 0,00 | 163 | 10,20 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 19 224 | 2 596 | ||||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 3 919 | 529 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15 026 | −2,61 | 2 029 | 7,81 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 25 508 | 24,65 | 3 445 | 37,98 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 2 169 | −3,69 | 293 | 6,57 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Fielder Capital Group LLC | 9 685 | 0,00 | 1 308 | 10,67 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 183 984 | −5,81 | 24 845 | 4,25 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 1 937 | 0,00 | 262 | 10,59 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 509 | 10,96 | 1 014 | 22,91 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 14 974 | 286,43 | 2 022 | 328,39 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 2 902 | 392 | ||||||
2025-07-15 | 13F | Forte Capital Llc /adv | 4 320 | −33,92 | 583 | −26,85 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 282 | 38 | ||||||
2025-08-06 | 13F | ETF Store, Inc. | 1 659 | 0,30 | 224 | 11,44 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2 765 | −21,47 | 373 | −13,05 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4 150 | 0,00 | 560 | 10,67 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 99 125 | −49,13 | 13 386 | −43,70 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2 639 | 0,00 | 356 | 10,90 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 2 998 | 6,20 | 405 | 17,44 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 289 201 | 0,09 | 39 054 | 10,78 | ||||
2025-07-22 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 69 544 | −38,77 | 9 391 | −32,23 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 1 185 987 | 14,29 | 160 156 | 26,50 | ||||
2025-08-11 | 13F | Strategic Equity Management | 25 327 | −73,25 | 3 420 | −70,39 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 10 103 | 1 364 | ||||||
2025-07-09 | 13F | Finley Financial, LLC | 11 375 | 0,00 | 1 536 | 11,71 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 5 956 | −11,59 | 804 | −2,19 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 38 196 | −8,06 | 5 | 0,00 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 1 728 | 0,29 | 233 | 10,95 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 11 464 | 148,25 | 1 548 | 174,96 | ||||
2025-08-05 | 13F | Key FInancial Inc | 1 913 | 7,11 | 258 | 18,89 | ||||
2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 81 | 0,00 | 11 | 11,11 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 32 991 | 26,63 | 4 455 | 40,18 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 16 324 | 3 265,77 | 1 992 | 3 111,29 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 55 | 0,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3 652 | 6,01 | 493 | 17,38 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 5 829 | 117,34 | 787 | 140,67 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 134 039 | −8,99 | 18 101 | 0,73 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 363 | −2,75 | 454 | 7,84 | ||||
2025-08-14 | 13F | Norinchukin Bank, The | 2 246 560 | 303 375 | ||||||
2025-05-14 | 13F | Bank OZK | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1 787 | 4,14 | 241 | 15,31 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 4 212 | 0,00 | 569 | 10,72 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 2 645 927 | 4,09 | 357 310 | 15,20 | ||||
2025-08-13 | 13F | M&t Bank Corp | 21 660 | 21,08 | 2 925 | 34,01 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 3 311 | 0,03 | 447 | 10,92 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 594 | −3,74 | 215 | 6,97 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 964 007 | 2,11 | 265 231 | 13,02 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 6 499 | 0,49 | 878 | 11,15 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 2 508 | 0,08 | 339 | 10,82 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 1 829 | 0,00 | 247 | 10,31 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 2 805 | 0,00 | 379 | 10,53 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 5 500 | 0,00 | 743 | 10,58 | ||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 1 665 | 0,00 | 225 | 10,34 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 2 136 | −0,74 | 288 | 9,92 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 3 975 | 537 | ||||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 627 | 0,00 | 85 | 10,53 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 656 | 64,76 | 359 | 82,65 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 3 722 | 0,00 | 503 | 10,57 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1 725 | −22,58 | 233 | −14,39 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 24 724 | 8,61 | 3 339 | 20,20 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 6 677 | 1,46 | 902 | 12,34 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 36 282 | 83,78 | 4 899 | 103,45 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 761 | 0,00 | 373 | 10,71 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 912 | −2,96 | 663 | 7,46 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 184 265 | 2,93 | 25 132 | 29,84 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 4 359 | 589 | ||||||
2025-07-21 | 13F | Successful Portfolios LLC | 3 080 | 416 | ||||||
2025-08-06 | 13F | TKG Advisors, LLC | 20 160 | 0,00 | 2 722 | 10,70 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39 218 | 4,11 | 5 | 25,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 4 894 023 | 4,69 | 660 889 | 15,87 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 77 | 10 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 19 978 | 3,42 | 2 698 | 14,47 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 151 | −22,56 | 20 | −20,00 | ||||
2025-07-23 | 13F | Ohio National Investments, Inc. | 270 500 | 0,00 | 36 528 | 10,68 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 004 | 3,25 | 271 | 14,41 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 3 529 | −23,76 | 477 | −15,60 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 9 409 | 5,14 | 1 271 | 16,41 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 186 316 | 68,33 | 25 160 | 86,31 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 18 521 | −0,02 | 2 501 | 10,66 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 20 449 | 14,61 | 2 761 | 26,83 | ||||
2025-08-12 | 13F | MAI Capital Management | 95 088 | 1,85 | 12 841 | 12,72 | ||||
2025-07-15 | 13F | Norden Group Llc | 3 698 | 2,89 | 499 | 13,93 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 21 235 | 5,45 | 2 868 | 16,73 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 207 | 22,65 | 568 | 35,56 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 2 029 | −30,08 | 278 | −13,17 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 4 317 | 0,00 | 583 | 10,65 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 535 | 72 | ||||||
2025-08-12 | 13F | Rock Creek Group, LP | 775 465 | −22,10 | 104 051 | −14,41 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 1 886 | 14,10 | 255 | 26,37 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 336 | 311,95 | 3 556 | 355,90 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 48 780 | 0,41 | 6 587 | 11,14 | ||||
2025-07-15 | 13F | Well Done, LLC | 60 318 | −1,69 | 8 145 | 3,22 | ||||
2025-07-18 | 13F | Cooper Financial Group | 8 173 | 3,42 | 1 104 | 14,42 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 6 651 | −13,81 | 898 | −0,44 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 22 595 | 29,21 | 3 051 | 43,04 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 5 803 | 0,26 | 784 | 10,91 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Weaver Consulting Group | 11 657 | 0,00 | 1 574 | 10,69 | ||||
2025-07-15 | 13F | Penn Davis Mcfarland Inc | 2 500 | 0,00 | 338 | 10,49 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 808 | −0,34 | 1 865 | 10,30 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81 640 | −0,17 | 11 025 | 10,48 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 49 | 0,00 | 7 | 20,00 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 3 954 | −0,03 | 534 | 10,58 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 3 744 | 0,19 | 506 | 15,56 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 43 | 0,00 | 6 | 0,00 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 4 722 | 0,25 | 638 | 10,98 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 6 193 | −11,58 | 836 | −2,11 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 984 | 33,51 | 808 | 47,99 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 63 299 | 107,55 | 8 548 | 129,70 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 2 605 | −4,96 | 352 | 5,09 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 511 | −1,08 | 6 551 | 9,48 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 11 201 | 0,00 | 1 512 | 10,28 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8 136 | 120,07 | 1 099 | 143,46 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 5 635 | 0,00 | 761 | 10,63 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 2 390 | 9,94 | 323 | 21,51 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 2 258 | 0,00 | 305 | 10,55 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 823 | 9,55 | 2 137 | 21,23 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 32 865 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | MBL Wealth, LLC | 8 662 | 6,85 | 1 170 | 18,20 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 628 | −8,48 | 490 | 1,24 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 24 264 | −34,50 | 3 277 | −27,51 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 14 732 | 0,00 | 1 989 | 10,68 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 877 | 257 | ||||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 3 394 | −0,18 | 458 | 10,63 | ||||
2025-08-12 | 13F | NDVR, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 866 | −32,24 | 117 | −25,00 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2 840 | 0,00 | 384 | 10,69 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28 432 | 0,48 | 3 839 | 11,21 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 13 048 | −0,15 | 1 762 | 10,54 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 6 336 | 856 | ||||||
2025-08-06 | 13F | Geometric Wealth Advisors | 4 817 | 18,06 | 650 | 30,78 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 198 558 | −2,52 | 26 813 | 7,90 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 379 | −0,41 | 861 | 10,24 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 55 790 | −0,12 | 7 534 | 10,55 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 9 836 | 0,00 | 1 328 | 10,67 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 1 893 | −18,89 | 256 | −10,21 | ||||
2025-07-31 | 13F | City State Bank | 112 | 0,00 | 15 | 15,38 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 054 | −29,64 | 142 | −21,98 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 14 941 | −6,47 | 2 018 | 3,49 | ||||
2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 652 330 | −3,57 | 223 131 | 6,72 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 7 403 | −0,48 | 1 000 | 10,14 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 258 328 | −51,05 | 34 885 | −45,82 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 1 529 | 206 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 58 919 | 33,65 | 7 956 | 47,94 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 3 262 | 22,36 | 440 | 35,38 | ||||
2025-08-14 | 13F | Graney & King, LLC | 66 | 0,00 | 9 | 0,00 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 150 993 | 8,04 | 20 390 | 19,58 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 73 677 | −11,34 | 9 949 | −1,87 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 3 323 | 0,00 | 449 | 10,62 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 57 931 | 107,86 | 7 823 | 142,47 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 31 743 | 6,19 | 4 287 | 21,01 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 28 020 | 28,27 | 3 784 | 41,95 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 2 982 | 0,30 | 403 | 11,05 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 43 152 | 1,72 | 5 827 | 12,58 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 155 411 | 16,62 | 21 | 25,00 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3 881 | 0,00 | 524 | 10,78 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 555 | 226,76 | 750 | 262,32 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 5 467 | 5,32 | 738 | 16,59 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 170 | 0,59 | 23 | 10,00 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 17 617 | 6,74 | 2 379 | 18,18 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1 552 | −45,51 | 210 | −39,77 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 529 | 0,00 | 477 | 10,70 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 2 699 | 0,00 | 364 | 10,64 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 67 027 | 1,81 | 9 051 | 12,69 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 5 091 | 8,99 | 687 | 20,74 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 281 | 0,00 | 38 | 8,82 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3 384 | 0,00 | 457 | 10,68 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 985 | 0,00 | 133 | 10,83 | ||||
2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 2 391 | 0 | ||||||
2025-07-07 | 13F | Investors Research Corp | 68 115 | −2,72 | 9 198 | 7,67 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 103 338 | 53,68 | 13 955 | 70,09 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13 688 | 117,34 | 1 848 | 140,63 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 18 712 | −21,48 | 2 527 | −13,11 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 53 055 | 0,16 | 7 165 | 10,86 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 801 | 0,64 | 513 | 11,52 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 1 761 | 0,00 | 215 | −7,36 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 1 600 | 216 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 6 099 | 89,23 | 824 | 109,41 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 4 441 | −25,07 | 600 | −17,15 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 68 547 | −13,39 | 9 257 | −4,14 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 9 034 | −35,21 | 1 093 | −39,04 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 333 | 0,00 | 45 | 10,00 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7 782 | 1 051 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 301 | 14 950,00 | 41 | |||||
2025-08-14 | 13F | Sentinus, LLC | 3 064 | −6,56 | 414 | 3,25 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 126 249 | −15,06 | 17 049 | −5,99 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 263 582 | 20,80 | 35 594 | 33,71 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 146 884 | −0,41 | 19 835 | 10,23 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 294 | −81,08 | 580 | −79,60 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 2 220 | 0,00 | 300 | 10,74 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 4 024 | −12,98 | 543 | −3,72 | ||||
2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 2 720 | 0,29 | 367 | 11,21 | ||||
2025-05-15 | 13F | Yale University | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 945 | −3,67 | 263 | 6,50 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 12 712 | −2,03 | 1 717 | 8,40 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1 705 | −19,00 | 237 | −7,42 | ||||
2025-08-08 | 13F | Bailard, Inc. | 2 390 | 0,00 | 323 | 10,65 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 5 908 | −5,88 | 721 | −10,78 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 864 811 | 6,02 | 116 784 | 17,34 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 96 269 | 1 777,69 | 13 000 | 1 980,00 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 807 | 0,00 | 1 054 | 10,71 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 310 | −34,60 | 42 | −28,07 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 364 809 | −0,12 | 49 264 | 10,55 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 2 500 | −6,16 | 338 | 3,69 | ||||
2025-07-29 | 13F | TFC Financial Management | 25 996 | 0,23 | 3 510 | 10,94 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3 871 | −24,16 | 523 | −16,08 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 106 899 | 0,22 | 14 436 | 10,93 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 12 033 | −5,75 | 1 625 | 4,30 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 224 | 0,00 | 30 | 11,11 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 410 275 | 0,74 | 55 403 | 11,50 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 800 | 0,82 | 652 | 12,24 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 2 694 | 0,07 | 375 | 14,33 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 210 | 0,00 | 28 | 12,00 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 30 332 | −0,28 | 4 096 | 10,37 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 1 444 | −1,10 | 195 | 8,99 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 3 468 | 0,20 | 468 | 10,90 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31 841 | −2,60 | 4 300 | 7,80 | ||||
2025-07-10 | 13F | Ayrshire Capital Management LLC | 1 986 | 4,91 | 268 | 16,52 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 801 | −19,84 | 5 375 | −11,29 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 10 725 | −5,36 | 1 309 | −2,75 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 9 734 | 3,36 | 1 315 | 14,36 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 589 | 0,31 | 350 | 11,15 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 201 | 0,00 | 297 | 10,82 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 771 | 0,00 | 240 | 10,14 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 3 479 204 | −3,18 | 469 832 | 7,16 | ||||
2025-08-14 | 13F | Betterment LLC | 11 275 319 | −2,28 | 1 523 | 8,17 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 514 838 | 3,49 | 70 | 15,00 | ||||
2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 4 730 | −61,78 | 639 | −57,72 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 61 795 135 | 6,31 | 8 344 815 | 17,66 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 111 | 0,00 | 15 | 7,69 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 149 | 0,00 | 20 | 11,11 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 1 499 | 202 | ||||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 2 785 | 0,00 | 376 | 10,91 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 9 020 | 1 218 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 11 689 | 0,81 | 1 579 | 11,60 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 137 416 | −4,96 | 18 557 | 5,19 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 718 | 0,14 | 97 | 10,34 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 75 424 | 9,54 | 10 185 | 21,24 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 488 | 11,42 | 66 | 22,64 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 212 613 | 0,30 | 28 711 | 11,01 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 13 458 | 1 817 | ||||||
2025-07-14 | 13F | Baring Financial LLC | 9 357 | 0,01 | 1 264 | 10,69 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 3 899 | 11,91 | 527 | 23,76 | ||||
2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 33 172 | 0,00 | 4 480 | 10,67 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 36 583 | 27,56 | 4 940 | 41,18 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 123 | 17 | ||||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 47 874 | −17,84 | 6 465 | −9,07 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 139 | −65,93 | 19 | −63,27 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1 236 235 | 4,21 | 166 941 | 15,34 | ||||
2025-08-12 | 13F | Argent Trust Co | 82 686 | 1,29 | 11 166 | 12,10 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 35 500 | 112,63 | 4 794 | 135,30 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 6 766 | −22,75 | 914 | −14,51 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 301 | 0,00 | 41 | 11,11 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 565 | 0,00 | 76 | 11,76 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 1 494 | 0,00 | 202 | 10,44 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 2 851 | −28,22 | 385 | −20,45 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 2 509 | −19,53 | 339 | −11,05 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 2 132 | −2,29 | 288 | 7,89 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 6 042 | −45,23 | 816 | −39,41 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 23 070 | −3,64 | 3 115 | 6,64 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1 887 | −3,23 | 255 | 7,17 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 549 | −15,15 | 74 | −5,13 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 320 | 0,00 | 43 | 10,26 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 49 359 | −0,67 | 6 665 | 9,95 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 33 931 | 457,43 | 4 648 | 559,29 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 31 098 | −3,50 | 4 201 | 6,82 | ||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 9 420 | 22,18 | 1 272 | 31,40 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2 067 050 | −2,45 | 279 134 | 10,42 | ||||
2025-08-14 | 13F | First Manhattan Co | 5 751 | 1,04 | 777 | 11,82 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 182 063 | −1,86 | 24 586 | 8,62 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 4 449 | −0,89 | 601 | 9,69 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4 532 | 612 | ||||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 3 082 | 0,00 | 0 | |||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 023 | 0,05 | 273 | 10,98 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 120 285 | −24,53 | 16 | −15,79 | ||||
2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 9 444 | 7,15 | 1 143 | −2,14 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 2 016 | −2,51 | 272 | 7,94 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 10 201 | 10,52 | 1 378 | 22,29 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Choate Investment Advisors | 25 243 | 0,00 | 3 409 | 10,69 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4 069 | 83,70 | 550 | 103,33 | ||||
2025-07-24 | 13F | Blair William & Co/il | 495 913 | 2,76 | 66 968 | 13,74 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 208 641 | −1,73 | 28 818 | 11,25 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 837 | 17,22 | 1 734 | 29,72 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 1 516 | 205 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 017 | −0,77 | 542 | 9,94 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 15 198 | 3,29 | 2 052 | 14,32 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 99 915 | −0,90 | 13 493 | 9,68 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6 205 688 | −1,93 | 838 016 | 8,55 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3 665 | −1,61 | 495 | 8,81 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 525 606 | −0,55 | 70 978 | 10,07 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 205 734 | 0,23 | 27 782 | 10,94 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 582 | −2,04 | 214 | 8,12 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 1 659 | 0,24 | 224 | 11,44 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 13 942 | 0,02 | 1 701 | 170 000,00 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26 954 | 0,29 | 3 640 | 11,01 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 8 952 | 0,00 | 1 209 | 10,62 | ||||
2025-08-15 | 13F | Morgan Stanley | 10 431 147 | 1,30 | 1 408 622 | 12,12 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 129 | 0,02 | 1 233 | 11,29 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 81 978 | 90,69 | 11 070 | 111,06 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 20 315 | 156,34 | 2 743 | 183,95 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 38 615 | 4,09 | 5 215 | 15,20 | ||||
2025-08-11 | 13F | Eq Llc | 3 999 | −0,74 | 540 | 9,98 | ||||
2025-07-30 | 13F | First Interstate Bank | 14 908 | 2 013 | ||||||
2025-08-06 | 13F | Climber Capital SA | 35 252 | −0,68 | 3 934 | 28,98 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 19 930 | 0,00 | 2 691 | 10,70 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 50 155 | −1,19 | 6 773 | 9,35 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 13 153 | −6,44 | 1 776 | 3,56 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 2 736 | −8,56 | 369 | 1,10 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 49 638 | −63,21 | 6 721 | −59,17 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 10 566 864 | −3,96 | 1 426 949 | 6,28 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 363 558 | 3,00 | 44 358 | −2,30 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 23 909 | −27,08 | 3 229 | −19,30 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 16 726 | −6,62 | 2 259 | 3,34 | ||||
2025-07-21 | 13F | Financial Architects, LLC | 15 280 | 177,82 | 2 063 | 207,45 | ||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 28 342 | 3 827 | ||||||
2025-07-23 | 13F | Bingham Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Apexium Financial, Lp | 8 400 | 0,00 | 1 134 | 10,74 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 180 899 | 11,50 | 24 429 | 23,40 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 232 | 0,50 | 1 652 | 11,78 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 147 719 | 2,91 | 19 948 | 13,90 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 20 354 | 9,11 | 2 749 | 20,74 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 333 | 4,64 | 2 611 | 15,79 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 7 831 | −35,57 | 1 057 | −28,68 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 700 | 230 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 18 900 | 158,90 | 2 552 | 186,74 | |||
2025-08-07 | 13F | Evoke Wealth, Llc | 19 501 | 0,00 | 2 633 | 10,68 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 2 645 | 0,00 | 357 | 10,87 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 2 250 | 304 | ||||||
2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 11 524 | 37,35 | 2 | 0,00 | ||||
2025-07-01 | 13F | Cullen Investment Group, Ltd. | 4 913 | −3,08 | 663 | 7,28 | ||||
2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 2 832 | 382 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 363 986 | 1,09 | 49 153 | 11,89 | ||||
2025-07-25 | 13F | Cypress Capital Group | 5 729 | 0,00 | 774 | 10,74 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 4 931 | −2,03 | 666 | 8,31 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 2 480 | 0,24 | 335 | 10,96 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 151 | 0,00 | 20 | 11,11 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 170 141 | 4,98 | 22 976 | 16,19 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 274 237 | 1,21 | 37 241 | 20,36 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 71 293 | 2,76 | 9 627 | 13,73 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 389 | 0,00 | 188 | 16,88 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 774 | −2,70 | 915 | 7,66 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 27 021 | 99,82 | 3 649 | 121,22 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 875 | −1,68 | 1 604 | 8,83 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 4 975 | 0,00 | 672 | 10,54 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 697 565 | 11,36 | 94 199 | 23,25 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 191 021 | 4,96 | 25 795 | 16,17 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service | 140 872 | −10,46 | 19 023 | −0,90 | ||||
2025-07-15 | 13F | Cordant, Inc. | 3 980 | 4,41 | 537 | 15,48 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 8 430 | −3,21 | 1 138 | 7,16 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 92 625 | 8,46 | 11 301 | 2,89 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 3 333 | 1,37 | 450 | 12,50 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9 005 | 12,66 | 1 216 | 24,62 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144 878 | 1,95 | 19 564 | 12,85 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 3 296 | 445 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Westmount Partners, LLC | 10 682 | 0,25 | 1 442 | 10,92 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 23 825 | −3,29 | 3 217 | 7,05 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 145 685 | −0,48 | 19 673 | 10,15 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2 153 | 291 | ||||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1 000 | 0,00 | 135 | 10,66 | ||||
2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 4 703 | −2,33 | 635 | 8,18 | ||||
2025-08-14 | 13F | Nepc Llc | 25 076 | 0,00 | 3 386 | 10,69 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5 680 | 0,00 | 767 | 10,68 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 57 051 | 7 704 | ||||||
2025-07-15 | 13F | Lynch & Associates/in | 57 057 | 0,72 | 7 705 | 11,49 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 456 348 | −1,40 | 61 625 | 9,12 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 56 469 | −4,98 | 7 626 | 5,16 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28 300 | 29,82 | 3 822 | 43,70 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 900 | 223,91 | 2 012 | 258,65 | |||
2025-08-07 | 13F | Fonville Wealth Management LLC | 35 529 | 0,00 | 4 798 | 10,68 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 90 884 | −33,06 | 12 273 | −25,91 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 046 | 48,95 | 411 | 65,06 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 67 928 | 19,17 | 9 173 | 25,13 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 128 620 | −1,82 | 17 369 | 8,67 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 4 521 | −0,94 | 617 | 15,36 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 034 | 0,60 | 410 | 11,44 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 3 773 | 510 | ||||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 192 900 | 14,12 | 26 049 | 26,30 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 9 878 | 2,37 | 1 334 | 13,25 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 80 655 | −3,35 | 10 892 | 6,96 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 68 654 | −7,00 | 9 271 | 2,93 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 412 | 49,82 | 56 | 66,67 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 2 048 | 0,00 | 276 | 10,84 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 1 503 | 203 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 209 | 0,00 | 28 | 12,00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 6 408 | 19,06 | 865 | 31,86 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 392 | 0,00 | 0 | |||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Convergence Financial, LLC | 18 501 | 50,82 | 2 498 | 66,98 | ||||
2025-07-31 | 13F | United Community Bank | 443 | 60 | ||||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 18 082 | −4,06 | 2 442 | 6,18 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 3 306 | 446 | ||||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 982 | −8,99 | 133 | 0,76 | ||||
2025-08-14 | 13F | UBS Group AG | 1 109 577 | 3,81 | 149 837 | 14,90 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 166 600 | 4 171,79 | 22 498 | 4 636,21 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 101 | −95,39 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 2 410 | 0,29 | 325 | 10,92 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 22 | 0,00 | 3 | 0,00 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 50 404 | −1,06 | 6 807 | 9,51 | ||||
2025-08-07 | 13F | Commerce Bank | 5 072 | 19,45 | 685 | 32,05 | ||||
2025-07-10 | 13F | Cisco Systems, Inc. | 1 722 500 | 0,00 | 232 606 | 10,68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 721 438 | −8,24 | 232 480 | 1,56 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 13 018 | 1 758 | ||||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 2 381 | 0,29 | 329 | 13,10 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 179 208 | 0,00 | 24 200 | 10,68 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 3 227 | 0,00 | 436 | 10,69 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 560 | 211 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 444 556 | 4,44 | 60 033 | 15,60 | ||||
2025-08-14 | 13F | LM Advisors LLC | 1 888 | 0,00 | 0 | |||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 153 256 | 16,50 | 20 696 | 28,94 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 135 855 | −15,91 | 18 346 | −6,93 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 333 | 1,55 | 2 206 | 12,39 | ||||
2025-08-06 | 13F | Nvwm, Llc | 1 735 | 0,00 | 234 | 10,90 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 2 629 | 355 | ||||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 5 310 | 0,06 | 717 | 10,82 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6 149 | 0,00 | 830 | 10,67 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 1 446 573 | −1,00 | 195 345 | 9,57 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 16 981 | 0,04 | 2 293 | 10,72 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 11 656 | 384,86 | 1 574 | 437,20 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 1 817 | 0,00 | 245 | 10,86 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 20 928 | 35,02 | 2 826 | 49,44 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 450 | 0,00 | 331 | 10,74 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19 491 | 8,31 | 2 715 | 25,64 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 127 698 | −0,43 | 17 244 | 10,21 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 141 794 | 7,90 | 19 148 | 19,42 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 31 786 | 58,78 | 4 292 | 66,74 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 235 271 | −8,43 | 31 771 | 1,35 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 2 600 | 0,00 | 351 | 10,73 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 173 | 0,00 | 23 | 9,52 | ||||
2025-08-07 | 13F | W Advisors, Llc | 5 909 | −25,04 | 798 | −17,07 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 21 698 | 53,78 | 2 930 | 61,52 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 9 008 | 109,10 | 1 216 | 131,62 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 2 325 | −9,50 | 314 | 0,32 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 1 645 | 0,00 | 222 | 11,00 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 18 328 | 985,14 | 2 475 | 1 100,97 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 4 168 | 0,00 | 563 | 10,63 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 84 | 11 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 12 047 | 82,61 | 1 627 | 102,24 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 2 933 | 0,00 | 396 | 10,92 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 4 772 | 644 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 492 | 0,04 | 337 | 10,89 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8 615 | 0,33 | 1 163 | 11,08 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 1 804 | −1,20 | 244 | 9,46 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 22 148 | 6,22 | 2 992 | 17,57 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 71 580 | 4,04 | 9 666 | 15,15 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 4 971 | −22,24 | 675 | −13,59 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7 439 | 1,51 | 1 005 | 12,30 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 6 992 | 52,40 | 944 | 68,87 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 1 849 | 255 | ||||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 19 784 | −1,26 | 2 414 | −6,36 | ||||
2025-08-05 | 13F | Huntington National Bank | 967 | 5,11 | ||||||
2025-07-09 | 13F | Sapient Capital Llc | 4 235 | 0,00 | 572 | 10,66 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 698 | 0,00 | 94 | 10,59 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3 744 | −6,66 | 506 | 3,27 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 6 777 | 915 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 998 | 0,10 | 135 | 10,74 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 566 681 | −21,96 | 211 565 | −13,62 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 7 359 | −39,33 | 994 | −32,86 | ||||
2025-07-31 | 13F | CNB Bank | 600 | 0,00 | 81 | 10,96 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 243 | 4,02 | 573 | 15,09 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 3 028 | −2,29 | 409 | 7,94 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 105 | 0,00 | 14 | 16,67 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 753 | 106 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 49 790 | −90,94 | 6 724 | −89,97 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 8 315 | −1,41 | 1 123 | 9,04 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 3 952 | 8,75 | 534 | 20,32 | ||||
2025-08-07 | 13F | Mayport, Llc | 8 825 | 1,32 | 1 192 | 12,15 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 9 920 | 0,66 | 1 340 | 11,40 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 3 579 | −26,87 | 483 | −19,10 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 269 | 0,00 | 36 | 12,50 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 10 414 | 32,46 | 1 406 | 46,61 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4 237 | 572 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 59 272 047 | 1,16 | 8 004 097 | 11,97 | ||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 1 578 | 14,51 | 191 | 4,40 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 8 783 | 45,58 | 1 186 | 61,14 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 3 588 | 0,00 | 484 | 10,76 | ||||
2025-08-12 | 13F | Integras Partners LLC | 3 782 | −1,18 | 511 | 9,21 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 645 | −29,89 | 87 | −22,32 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 107 | −2,54 | 285 | 7,98 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 3 698 | −5,13 | 499 | 5,05 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 7 563 | 1 021 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 77 563 | 3,64 | 10 474 | 14,71 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36 192 | −8,06 | 4 886 | 0,62 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 9 601 | 5,27 | 1 297 | 16,55 | ||||
2025-08-04 | 13F | Human Investing LLC | 7 858 | −7,90 | 1 061 | 2,02 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 329 441 | −0,12 | 44 488 | 10,54 | ||||
2025-08-12 | 13F | Archer Investment Corp | 17 242 | 0,03 | 2 328 | 10,75 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 3 522 | −36,31 | 476 | −29,53 | ||||
2025-07-24 | 13F | MA Private Wealth | 39 396 | −3,40 | 5 320 | 6,93 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 3 514 | −7,84 | 474 | 1,94 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 320 | −43,66 | 43 | −37,68 | ||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 928 | 125 | ||||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2 881 | 5,65 | 389 | 17,17 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 1 304 | 0,23 | 176 | 11,39 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 1 912 | −15,14 | 258 | −6,86 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 396 234 | 5,73 | 53 507 | 17,02 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 5 624 | −1,80 | 759 | 8,74 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 11 181 | 216,20 | 1 510 | 250,12 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 445 | 0,23 | 60 | 7,14 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 605 036 | 33,30 | 81 704 | 47,54 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 15 253 | −0,65 | 2 060 | 9,93 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 2 365 | 0,08 | 319 | 10,76 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 808 | 109 | ||||||
2025-04-11 | 13F | Davis Capital Management | 32 | −52,24 | 4 | −62,50 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 11 359 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 16 245 | −16,16 | 2 091 | −6,03 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 2 853 | 9,60 | 345 | 0,29 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 41 701 | 15,15 | 5 631 | 27,46 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 12 178 | −1,87 | 1 696 | 12,02 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 151 526 | −4,76 | 20 463 | 5,41 | ||||
2025-08-14 | 13F | Prudent Investors Network | 1 768 | 0,00 | 239 | 10,70 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 940 | 4,25 | 262 | 14,98 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 506 | −9,22 | 1 014 | 0,50 | ||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 222 | −3,90 | 27 | −13,33 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 525 | 612,86 | 1 691 | 690,19 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 8 501 | 8,28 | 1 029 | −1,15 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 56 957 | −1,90 | 7 691 | 8,58 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 18 | 0,00 | 2 | 0,00 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 116 875 | −0,21 | 15 783 | 10,45 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 31 | 0,00 | 4 | 33,33 | ||||
2025-08-05 | 13F | Burney Co/ | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 100 | 0,00 | 14 | 8,33 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 6 996 | 950 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 385 694 | −5,88 | 52 084 | 4,17 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 213 | 8,21 | 164 | 19,85 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 22 996 | −5,40 | 3 105 | 4,72 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 19 992 | 2 700 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 312 | 96,18 | 2 203 | 144,94 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 577 | 213 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 21 364 | 342,14 | 2 885 | 389,64 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10 345 | −8,14 | 1 397 | 1,60 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 12 050 | 13,57 | 1 627 | 25,73 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 11 694 | −5,59 | 1 579 | 4,50 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 45 | 0,00 | 6 | 20,00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 471 | 0,21 | 64 | 10,53 | ||||
2025-09-03 | 13F | American Trust | 4 340 | 586 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 912 | 32,40 | 663 | 46,68 | ||||
2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 7 457 | 8,91 | 902 | −0,55 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 21 837 | 27,08 | 2 949 | 40,65 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 464 493 | −4,56 | 62 725 | 5,63 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 55 300 | −0,36 | 7 468 | 10,28 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 8 672 | 0,29 | 1 171 | 11,00 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 172 | 23 | ||||||
2025-07-24 | 13F | West Bancorporation Inc | 4 178 | −5,11 | 564 | 5,03 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 794 | 64,73 | 107 | 87,72 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 59 643 | 6,79 | 8 055 | 18,20 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1 710 | 2,46 | 231 | 13,30 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 831 | −7,62 | 0 | |||||
2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 497 | 67 | ||||||
2025-08-11 | 13F | Retirement Capital Strategies | 3 184 | −92,20 | 430 | −91,38 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 3 100 | 3,33 | 419 | 14,21 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 41 414 | −1,60 | 5 592 | 8,90 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 66 807 | 5,75 | 9 022 | 17,05 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 63 | −83,59 | 9 | −81,82 | ||||
2025-07-14 | 13F | Avalon Advisory Group | 58 490 | 3,72 | 7 898 | 14,80 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 56 070 | 19,69 | 7 572 | 32,48 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 25 115 | −0,92 | 3 392 | 9,67 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 2 076 | 25,14 | 288 | 42,57 | ||||
2025-08-05 | 13F | Meridian Management Co | 8 100 | 0,00 | 1 119 | 13,16 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 2 476 | −27,39 | 334 | −19,71 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5 471 | 739 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 200 | −55,07 | 837 | −50,27 | |||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3 438 | −1,77 | 464 | 8,67 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4 122 | −4,89 | 557 | 5,30 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 20 500 | −11,26 | 2 768 | −1,77 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 57 214 | 7 726 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 22 792 | 7,44 | 3 078 | 18,89 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 523 530 | 11,78 | 205 738 | 23,72 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3 144 | 0,06 | 425 | 10,70 | ||||
2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Farrow Financial Inc. | 102 214 | 3,64 | 13 803 | 14,70 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 3 | 0 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 520 520 | 4,32 | 70 291 | 15,46 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 8 227 | −10,48 | 1 111 | −0,98 | ||||
2025-07-23 | 13F | Dohj, Llc | 35 788 | −83,98 | 4 180 | −84,67 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13 045 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Kelly Financial Services LLC | 23 491 | 52,16 | 3 172 | 68,45 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 337 836 | 5,31 | 45 621 | 16,56 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 163 703 | 7,82 | 22 106 | 19,34 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 344 890 | 0,78 | 46 574 | 11,54 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 83 000 | 0,00 | 11 208 | 10,69 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 2 827 | 0,32 | 382 | 11,08 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9 666 | −1,16 | 1 305 | 9,39 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4 468 | −24,82 | 603 | −16,83 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2 155 | 0,00 | 291 | 11,07 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 16 694 | 0,26 | 2 254 | 10,98 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 12 | 0,00 | 2 | 0,00 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 38 538 | 0,12 | 5 204 | 10,82 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 12 287 | 0,00 | 1 659 | 10,67 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 266 | 0,00 | 306 | 10,87 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 18 | 200,00 | 2 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 12 194 | −7,74 | 1 647 | 2,11 | ||||
2025-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sound Stewardship, LLC | 6 492 | −4,89 | 877 | 5,29 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88 691 | 0,54 | 11 977 | 11,28 | ||||
2025-08-27 | NP | HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 211 260 | 0,00 | 28 529 | 10,68 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 532 145 | 37,67 | 71 495 | 52,35 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 2 660 | −0,75 | 359 | 10,12 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 4 620 | −2,43 | 624 | 7,97 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 113 376 | −5,95 | 15 310 | 4,09 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 34 858 | −1,71 | 5 | 0,00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 81 579 | −0,19 | 11 016 | 10,47 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 23 855 | 5,16 | 3 221 | 16,41 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 1 626 | 220 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 170 | 42,86 | 23 | 64,29 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 876 | −48,00 | 253 | −42,50 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 374 121 | −1,20 | 50 521 | 9,36 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 2 686 | 0,07 | 363 | 10,70 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 595 | −70,31 | 80 | −95,52 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 463 | 0,00 | 63 | 10,71 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 2 812 | −2,97 | 380 | 7,37 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1 018 | −0,97 | 137 | 9,60 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 442 | 0,00 | 60 | 11,32 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Headinvest, Llc | 2 119 | 0,00 | 286 | 10,85 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 196 | 0,00 | 26 | 13,04 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 569 | 0,08 | 347 | 10,54 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 63 083 | 0,02 | 8 519 | 10,70 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 21 895 | 137,22 | 2 957 | 162,52 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 1 020 | 0,00 | 138 | 10,48 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 13 606 | 1,50 | 1 837 | 12,35 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 199 151 | 7,95 | 26 893 | 19,48 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 424 | 0,00 | 57 | 11,76 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 500 | 0,00 | 68 | 9,84 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 366 | 36 500,00 | 49 | 4,26 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 14 297 | −10,66 | 1 931 | −1,13 | ||||
2025-08-14 | 13F | FC Advisory LLC | 2 022 | 0,10 | 273 | 10,98 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 3 537 670 | 1,37 | 475 250 | 12,19 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 713 | 0,30 | 501 | 11,09 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 718 201 | 5,22 | 96 986 | 16,46 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 1 749 | −3,48 | 236 | 6,79 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 150 627 | −3,47 | 20 341 | 6,84 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 2 731 | 0,00 | 369 | 10,51 |
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