Grundläggande statistik
| Institutionella ägare | 761 total, 761 long only, 0 short only, 0 long/short - change of 0,79% MRQ |
| Genomsnittlig portföljallokering | 1.2820 % - change of −13,62% MRQ |
| Institutionella aktier (lång) | 749 199 546 (ex 13D/G) - change of −7,79MM shares −1,03% MRQ |
| Institutionellt värde (lång) | $ 32 102 191 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core Total USD Bond Market ETF (US:IUSB) har 761 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 749,199,546 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Jones Financial Companies Lllp, BlackRock, Inc., LPL Financial LLC, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Morgan Stanley, Jpmorgan Chase & Co, Cwm, Llc, and AOR - iShares Core Growth Allocation ETF .
iShares Trust - iShares Core Total USD Bond Market ETF (NasdaqGM:IUSB) 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 10, 2025 is 46,78 / share. Previously, on September 11, 2024, the share price was 47,24 / share. This represents a decline of 0,97% 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.
Upgrade to unlock premium data.
| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-17 | BlackRock, Inc. | 61,578,786 | 49,588,214 | -19.47 | 6.90 | -20.69 |
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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 5 208 | 240 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 73 175 | 7,13 | 3 383 | 7,47 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8 156 | −14,23 | 377 | −13,93 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 102 244 | −0,49 | 4 727 | −0,17 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 11 797 | −25,13 | 545 | −24,93 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 91 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 85 | 0,00 | 4 | 0,00 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 9 358 | 0,00 | 433 | 0,23 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 317 | 0,63 | 15 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 886 | −0,22 | 365 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 005 | −14,39 | 139 | −14,29 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 12 867 | 595 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5 221 | −16,16 | 241 | −15,73 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 276 719 | 1,94 | 12 793 | 2,27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 043 | 233 | ||||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 311 493 | 0,49 | 14 400 | 1,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 104 642 | 1,18 | 189 758 | 1,51 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 380 978 | −16,40 | 17 613 | −16,13 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 139 587 | −5,85 | 6 452 | −5,55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 727 | −99,03 | 34 | −99,04 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20 888 | 24,47 | 966 | 24,84 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 601 013 | 2,86 | 27 785 | 3,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66 774 459 | 7,04 | 3 076 995 | 7,27 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 10 635 | −12,76 | 492 | −12,48 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 34 642 | 1 601 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 368 | 2,65 | 156 | 3,33 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 37 476 | −18,77 | 1 733 | −18,53 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19 232 | 28,86 | 889 | 29,40 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 188 144 | 0,03 | 8 698 | 0,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 426 975 | −4,27 | 482 | −3,79 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 56 348 | −0,10 | 2 605 | 0,19 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 696 | 0,00 | 217 | 0,46 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 35 725 | 5,65 | 1 652 | 5,97 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 312 300 | −27,66 | 14 438 | −27,43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 724 | −81,55 | 542 | −81,48 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 086 | −3,38 | 50 | −1,96 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 130 898 | −1,12 | 6 051 | −0,79 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 187 459 | 0,15 | 8 638 | 1,84 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 23 318 | −7,27 | 1 078 | −6,99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 143 682 | −23,62 | 6 632 | −23,54 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6 152 | 0,49 | 284 | 0,71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 249 754 | 12,79 | 11 546 | 13,16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20 576 | −0,60 | 951 | −0,21 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 597 488 | 26,64 | 27 622 | 27,05 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 25 183 | −11,26 | 1 164 | −10,94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 356 | −4,85 | 201 | −4,29 | ||||
| 2025-08-07 | 13F | PFG Advisors | 307 034 | 1,81 | 14 194 | 2,14 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 233 509 | 16,63 | 10 795 | 17,02 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 40 895 | −13,94 | 1 891 | −13,66 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 55 610 | −17,10 | 2 571 | −16,83 | ||||
| 2025-05-05 | 13F | Mosaic Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54 029 | −96,54 | 2 | −97,18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47 236 444 | −1,69 | 2 183 741 | −1,37 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 6 441 | 298 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 42 249 | 12,55 | 1 953 | 12,96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 319 266 | 8,42 | 14 760 | 8,77 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36 476 | 15,20 | 1 686 | 15,64 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 115 | −13,30 | 51 | −12,07 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 180 525 | 0,68 | 8 346 | 1,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 912 958 | 0,79 | 42 206 | 1,12 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 71 | −80,76 | 3 | −82,35 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 888 | 3,33 | 596 | 3,66 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 148 897 | −1,87 | 53 114 | −1,55 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 101 388 | 18,49 | 4 687 | 18,90 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 6 628 | −66,93 | 306 | −66,85 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 287 827 | 2,23 | 13 | 8,33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24 880 | −16,52 | 1 150 | −16,24 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 735 | 0,00 | 80 | 1,27 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 75 850 | −2,03 | 3 506 | −1,54 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 293 148 | −6,62 | 13 552 | −6,32 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 558 | 2,09 | 442 | 2,55 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 955 781 | −9,06 | 44 186 | −8,77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 351 519 | −17,62 | 16 075 | −17,28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 32 048 | 8,31 | 1 482 | 10,77 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 6 349 | −1,46 | 294 | −1,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 666 | 233,87 | 77 | 245,45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 338 214 | −4,44 | 15 636 | −4,13 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 166 852 | −2,70 | 7 714 | −2,39 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 224 | −14,62 | 288 | −14,33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 70 455 | −0,47 | 3 257 | −0,12 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 317 154 | 5,79 | 1 124 182 | 6,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 284 516 | −3,99 | 383 | −3,78 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 260 429 | 4,68 | 12 040 | 5,02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 74 588 | −12,59 | 3 448 | −12,31 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 37 627 | −36,44 | 1 739 | −36,23 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7 665 | 354 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 334 804 | −12,87 | 15 478 | −12,59 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 514 749 | 2,57 | 23 797 | 2,91 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 33 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 167 714 | 7 753 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 101 364 | −9,59 | 4 686 | −7,90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 426 077 | 2,62 | 20 | 0,00 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13 311 | −22,12 | 615 | −21,86 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 42 901 | 208,09 | 1 983 | 209,36 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 594 | −9,01 | 259 | −8,83 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 126 420 | −20,41 | 5 844 | −20,12 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 30 075 | 1 390 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 173 821 | 4,60 | 8 024 | 6,17 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24 320 | −4,37 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 574 665 | 5,21 | 26 567 | 5,55 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13 264 | −80,52 | 613 | −80,46 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 17 927 | −4,49 | 829 | −4,17 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18 371 | −10,79 | 849 | −10,44 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 15 088 | −44,15 | 697 | −43,97 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 334 | 0,00 | 62 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 325 866 | 9,59 | 153 755 | 9,94 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 57 726 | 29,09 | 2 660 | 29,38 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 517 317 | 61,87 | 23 672 | 62,44 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 63 505 | 2,48 | 2 915 | 3,63 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 24 470 | −1,77 | 1 131 | −1,39 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 969 | 0,00 | 91 | 1,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 218 | −4,00 | 0 | |||||
| 2025-07-21 | 13F | Stash Investments, LLC | 801 239 | 8,77 | 37 041 | 9,12 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 9 438 | −53,01 | 436 | −52,86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 18 189 | −3,49 | 841 | −3,23 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 142 | 0,00 | 53 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 | −93,57 | 2 | −93,75 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 108 950 | 6,41 | 4 987 | 6,38 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 352 | −31,73 | 432 | −31,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 193 632 | −6,65 | 8 952 | −6,35 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 36 956 | −25,38 | 1 708 | −25,15 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 86 460 | −6,86 | 3 997 | −6,55 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 12 603 | 0,24 | 583 | 0,52 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 6 704 | 310 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 351 | 2,10 | 247 | 2,49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25 024 | −3,00 | 1 157 | −2,69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 7 818 | 0,00 | 361 | 0,28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 427 474 | −0,28 | 65 992 | 0,05 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 12 133 | −8,15 | 561 | −7,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 87 314 | −1,81 | 4 037 | −1,49 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 66 626 | −13,61 | 3 080 | −13,31 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 767 | 0,00 | 35 | 0,00 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 2 266 714 | −2,14 | 104 790 | −1,82 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 78 240 | 9,89 | 3 617 | 10,27 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6 051 | 0,68 | 280 | 1,09 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 117 886 | −25,84 | 5 450 | −25,60 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 17 812 | 144,67 | 823 | 145,67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 15 263 | 2,06 | 706 | 2,32 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 61 510 | 1,16 | 2 844 | 1,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 559 213 | 9,35 | 72 082 | 9,71 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 81 412 | −12,51 | 3 764 | −12,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 531 374 | 6,94 | 24 565 | 7,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 284 800 | −0,67 | 13 166 | −0,35 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 25 874 | −1,01 | 1 196 | −0,66 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 3 266 | 0,00 | 151 | 0,00 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 19 062 | −33,57 | 881 | −33,36 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 565 | −1,82 | 673 | −1,46 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 312 | −6,59 | 14 | −6,67 | ||||
| 2025-08-08 | 13F | Renasant Bank | 4 387 | −58,85 | 203 | −58,86 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 47 012 | −4,88 | 2 173 | −4,57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 985 | −21,36 | 508 | −21,15 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 122 | 0,00 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 13 371 | −18,40 | 618 | −18,15 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 6 624 | −0,39 | 306 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 626 | 6,52 | 353 | 6,99 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 724 | 0,00 | 80 | 0,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 54 808 | −3,34 | 2 534 | −3,02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 103 322 | −10,96 | 4 713 | −10,16 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 48 237 | 4,29 | 2 230 | 4,60 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 123 940 | −14,05 | 5 730 | −13,78 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 32 473 | −2,33 | 1 501 | −2,02 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 109 603 | 0,81 | 5 053 | 2,08 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 50 696 | −82,22 | 2 | −83,33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 696 052 | −5,21 | 32 178 | −4,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25 110 | −7,46 | 1 161 | −7,20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19 286 | 1,14 | 888 | 1,14 | ||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 22 221 | 0,10 | 1 027 | 0,49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 185 | 30,22 | 55 | 31,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 30 099 | −18,70 | 1 392 | −18,42 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 12 452 | 82,07 | 576 | 82,54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21 911 | 334,05 | 1 013 | 336,21 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18 220 | −41,92 | 842 | −41,73 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 797 | 0,00 | 37 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 518 | 13,40 | 717 | 13,81 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 10 348 | 23,34 | 478 | 23,83 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 204 282 | −1,62 | 9 444 | −1,31 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5 816 | −3,21 | 269 | −2,90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 69 871 | −39,50 | 3 | −40,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 957 | 0,56 | 183 | 2,82 | ||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 8 316 348 | 3,99 | 382 968 | 5,36 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 246 054 | −17,49 | 11 375 | −17,22 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 78 146 | 25,76 | 3 613 | 26,16 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13 815 | −0,22 | 636 | −0,16 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 754 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55 841 | −20,05 | 2 582 | −19,79 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 632 077 | 72,81 | 29 221 | 73,37 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 49 863 | −29,99 | 2 305 | −29,77 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 164 | 8 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 2 700 | 0,00 | 125 | 0,00 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 25 736 | 0,00 | 1 190 | 1,80 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 896 113 | 1,68 | 41 427 | 2,01 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 156 944 | −6,52 | 192 176 | −6,22 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 41 932 | −1,67 | 1 939 | −1,32 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 3 636 | 0,00 | 168 | 0,60 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 10 | 0 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 230 | 2,12 | 334 | 2,45 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 71 160 | 94,95 | 3 270 | 98,60 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 243 | 171,55 | 104 | 171,05 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 75 919 | −5,15 | 3 510 | −4,85 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18 081 | 1,87 | 836 | 2,20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 169 427 | 55,77 | 7 833 | 56,26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 882 | −4,01 | 549 | −3,68 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 40 302 | 3,83 | 1 863 | 4,19 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 510 | 0,00 | 116 | 0,87 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 500 468 | 5,82 | 69 367 | 6,16 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 34 642 | −19,39 | 1 601 | −19,14 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 809 | 65,53 | 130 | 65,38 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 914 | −17,29 | 597 | −16,97 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 949 | 321 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4 187 | 194 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6 370 | −11,29 | 294 | −10,91 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 11 147 | −49,61 | 515 | −49,46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 333 624 | 30,45 | 61 653 | 30,88 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6 051 | −0,16 | 280 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 91 637 | 2,61 | 4 236 | 2,94 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 123 929 | −20,53 | 5 729 | −20,28 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 248 812 | 0,00 | 11 503 | 0,32 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 089 | −5,30 | 50 | −5,66 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 427 258 | −0,12 | 19 752 | 0,20 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 4 964 | 0,00 | 229 | 0,44 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 100 | 77,32 | 467 | 77,86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 | −99,78 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 149 453 | 159,32 | 6 909 | 160,23 | ||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 15 378 | 711 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 600 | −72,03 | 28 | −71,87 | ||||
| 2025-05-13 | 13F | Sequent Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 59 608 | 0,00 | 2 756 | 0,33 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 16 450 | 0,00 | 760 | 0,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 835 | 1,64 | 270 | 1,89 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 526 160 | 10,50 | 24 324 | 10,86 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 158 739 | −5,45 | 7 339 | −5,14 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 17 901 | 4,85 | 828 | 5,22 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 261 011 | 1,66 | 12 067 | 1,99 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 374 | 0,00 | 64 | 0,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 440 | 113 | ||||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 8 811 | 407 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 39 215 | −18,90 | 1 813 | −18,67 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 200 349 | −10,18 | 55 492 | −9,89 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 687 180 | −0,46 | 31 768 | −0,14 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 65 038 | 4,42 | 2 997 | 6,43 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 659 | −77,01 | 30 | −77,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 58 749 | 7,25 | 2 716 | 7,57 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 264 | 12 | ||||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22 258 | 26,28 | 1 029 | 26,60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 116 215 | 18,67 | 5 367 | 19,19 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 80 793 | −11,22 | 3 735 | −10,92 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 382 480 | −19,92 | 17 682 | −19,66 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 6 413 | −53,33 | 295 | −53,40 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18 432 | 852 | ||||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 30 253 | −5,13 | 1 394 | −3,26 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 21 099 | −86,91 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3 902 | 2,23 | 180 | 2,86 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 753 | 11,88 | 1 329 | 12,25 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 91 163 | −31,90 | 4 | −33,33 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 43 408 | −49,73 | 2 007 | −49,59 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 236 764 | 601,54 | 10 946 | 642,03 | ||||
| 2025-07-17 | 13F | KWB Wealth | 451 007 | 77,00 | 20 782 | 80,45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 29 564 | −11,27 | 1 367 | −11,01 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 369 | −25,15 | 17 | −22,73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 935 323 | 0,70 | 505 179 | 0,97 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35 948 | 714,04 | 1 662 | 718,23 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 205 | 0,99 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 930 | 0,00 | 413 | 0,24 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 4 751 | 0,00 | 218 | 0,00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 247 280 | −3,19 | 11 350 | −3,57 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 8 502 | 0,00 | 393 | 0,26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 340 479 | −3,31 | 200 660 | −2,99 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 902 048 | 35,07 | 41 702 | 35,52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 462 | 28,21 | 530 | 28,71 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 272 393 | 2,79 | 105 053 | 3,13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 34 810 | 6,91 | 1 607 | 7,07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18 694 | 39,75 | 864 | 40,26 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 180 299 | −8,69 | 8 335 | −8,39 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 198 537 | −12,02 | 9 178 | −11,73 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 250 | 335 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 263 | 12 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 488 761 | 23,13 | 115 055 | 23,64 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 17 701 | −1,10 | 818 | −0,73 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 214 | −5,56 | 380 | −5,25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 329 196 | −28,43 | 15 219 | −28,20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 6 095 | −1,23 | 282 | −1,06 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 8 175 752 | 2,58 | 376 493 | 3,93 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 49 395 | 0,20 | 2 284 | 0,53 | ||||
| 2025-07-31 | 13F | City State Bank | 10 852 | 7,80 | 502 | 8,21 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 26 054 | −3,86 | 1 204 | −3,53 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 576 | −3,19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 107 652 | 87,82 | 51 443 | 89,71 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 18 943 | −10,35 | 876 | −10,07 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 53 461 | 26,68 | 2 472 | 27,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 812 870 | −7,88 | 130 039 | −7,58 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 36 948 | −10,23 | 1 708 | −9,92 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2 435 816 | −9,56 | 112 608 | −9,27 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 245 | 0,00 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 55 725 | 5,63 | 2 576 | 6,01 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 547 | −50,00 | 25 | −50,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 61 590 | −21,80 | 2 845 | −21,60 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5 151 | −22,34 | 238 | −21,97 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 21 507 | 994 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 752 017 | −9,27 | 173 456 | −8,97 | ||||
| 2025-04-15 | 13F | Collier Financial | 1 739 | −99,31 | 80 | −99,30 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 358 | −13,32 | 17 | −15,79 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 539 | −20,97 | 395 | −20,72 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 674 297 | −22,81 | 31 173 | −22,56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 155 285 | −47,66 | 7 124 | −47,68 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 804 | −22,18 | 2 | −50,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 899 | −20,29 | 226 | −19,57 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 39 327 | −21,09 | 1 818 | −20,82 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 10 020 | −0,32 | 463 | 0,00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6 377 | 295 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 583 888 | −11,53 | 26 993 | −11,24 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 024 | 20,85 | 510 | 21,19 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4 381 | 172,62 | 201 | 173,97 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 640 | −8,10 | 215 | −7,76 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 53 709 | −3,62 | 2 483 | −3,31 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 089 | −9,93 | 235 | −9,62 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 128 665 | −1,16 | 5 948 | −0,83 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 600 | 0,00 | 259 | 0,00 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 39 967 | −7,16 | 1 848 | −6,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 80 477 | −9,27 | 3 720 | −8,98 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 523 | −33,95 | 2 012 | −33,73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 169 295 | −1,00 | 7 827 | 1,26 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 377 749 | 3 595,69 | 999 | −76,30 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11 830 | −10,62 | 547 | −8,70 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 247 866 | −45,91 | 57 689 | −45,74 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13 370 | 618 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 23 430 | 109,57 | 1 083 | 110,29 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 2 200 | 0,00 | 102 | 0,00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9 522 | 440 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 314 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24 565 | 0,20 | 1 136 | 0,53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 30 664 | −5,50 | 1 418 | −5,22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 6 630 | 307 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 129 771 | 20,50 | 52 229 | 20,90 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 55 067 | −5,16 | 2 546 | −4,86 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1 252 992 | 2,47 | 57 926 | 2,80 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 11 678 | 42,36 | 540 | 42,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 292 860 | −3,22 | 59 769 | −2,90 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 746 547 | 2,24 | 34 513 | 2,57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 33 376 | 87,73 | 1 543 | 88,40 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8 383 | −13,56 | 388 | −13,23 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 347 835 | −4,06 | 16 080 | −3,75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 160 900 | −18,03 | 7 438 | −17,77 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 57 444 | −33,64 | 2 656 | −33,43 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 44 | 2,33 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 18 066 | −6,01 | 835 | −5,65 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 104 155 | 55,56 | 4 815 | 56,08 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 7 531 | −2,42 | 348 | −1,97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266 655 | −0,88 | 12 327 | −0,56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 315 962 | 1,84 | 14 607 | 2,17 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 143 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 148 296 | 3,24 | 6 856 | 3,42 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 23 383 | −0,14 | 1 081 | 0,09 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 192 877 | −28,63 | 8 917 | −28,40 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 561 310 | 0,86 | 25 949 | 1,19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 115 | 52 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 458 295 | 1,32 | 21 187 | 1,65 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 686 531 | −18,64 | 31 738 | −18,37 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11 879 | −15,29 | 549 | −15,02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 41 094 | −31,79 | 1 900 | −31,59 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 90 437 | −2,82 | 4 181 | −2,52 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 115 094 | −0,45 | 51 551 | −0,13 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | −97,99 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 257 214 | −1,17 | 11 891 | −0,84 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6 017 | 36,47 | 278 | 36,95 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 343 514 | −2,04 | 15 881 | −1,72 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 124 012 | 12,46 | 5 733 | 12,83 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 5 160 | −0,65 | 239 | −0,42 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 72 804 | 0,00 | 3 366 | 0,33 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 395 | −2,31 | 203 | −1,93 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 712 133 | −2,35 | 125 382 | −2,03 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 6 332 | −26,42 | 293 | −26,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 50 505 | 26,16 | 2 335 | 26,57 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 6 400 | 296 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 27 617 | 1,82 | 1 277 | 2,16 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 85 521 | −2,42 | 3 954 | −2,11 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 985 | −9,60 | 2 634 | −9,30 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 850 | −16,48 | 409 | −16,19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95 449 | −3,94 | 4 413 | −3,63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 76 276 | −20,01 | 3 526 | −19,75 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 109 454 | −1,17 | 5 060 | −0,84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16 535 | −17,61 | 764 | −17,32 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5 214 | −11,57 | 241 | −11,07 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 052 | −48,48 | 49 | −48,94 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 39 322 | 1 798 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73 999 | 73,52 | 3 421 | 74,05 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 125 834 | 0,62 | 5 816 | 0,94 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 372 227 | −2,61 | 17 208 | −2,29 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 401 | 19 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 567 | −58,02 | 72 | −58,14 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 606 | −16,87 | 305 | −16,67 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19 248 | −0,17 | 890 | 0,11 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2 975 634 | 0,94 | 137 564 | 1,27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 33 586 | −10,76 | 1 553 | −10,50 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 179 488 | 8 298 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 245 808 | 2,05 | 150 054 | 2,38 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90 | −94,70 | 4 | −94,87 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 8 936 | −11,66 | 413 | −11,37 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 657 | 0,00 | 30 | 0,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 16 038 | −63,07 | 743 | −62,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 608 761 | 0,98 | 120 603 | 2,09 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 165 688 | 0,78 | 7 660 | 1,10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38 553 | −16,02 | 1 782 | −15,74 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8 074 | 0,94 | 373 | 1,36 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 62 125 502 | −3,69 | 2 872 062 | −3,38 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12 882 | −4,27 | 594 | −2,47 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 43 287 | 11,35 | 2 001 | 11,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6 895 | 0,82 | 319 | 0,95 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 9 251 | −2,67 | 428 | −2,29 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 20 384 | 0,00 | 942 | 0,32 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 1 202 066 | 5,21 | 55 572 | 7,80 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11 476 | −6,54 | 527 | −5,05 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 87 996 | −1,53 | 4 068 | −1,19 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 91 710 | −22,43 | 4 240 | −22,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 180 461 | −2,10 | 378 | −1,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 207 | 0,00 | 10 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 609 | 167 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 543 | −18,77 | 950 | −18,54 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 4 344 | 0,00 | 201 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 161 712 | 2 187,62 | 7 476 | 2 200,00 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7 603 | 1,06 | 351 | 1,45 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 345 307 | −12,00 | 15 964 | −11,71 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 16 550 | −24,43 | 765 | −24,18 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 935 | −78,26 | 181 | −77,87 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 296 | 14 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 152 530 | 2,82 | 7 051 | 3,16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 175 858 | −1,70 | 8 088 | −1,89 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14 233 | −0,05 | 658 | 0,15 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 286 808 | 0,03 | 13 259 | 0,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 89 793 | −7,14 | 4 151 | −6,82 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 633 | 8,54 | 260 | 8,79 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25 502 | 0,19 | 1 179 | 0,51 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 322 293 | −4,06 | 14 900 | −3,75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 36 857 | −2,86 | 1 704 | −2,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 518 | −45,86 | 532 | −45,71 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22 833 | 3,72 | 1 056 | 4,04 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 331 643 | 15 282 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 733 112 | 7,27 | 33 892 | 7,62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 36 429 | −1,77 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 477 043 | −7,24 | 68 284 | −6,94 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 3 243 | −15,61 | 150 | −15,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 035 | 17,08 | 48 | 17,50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 592 919 | 2,69 | 27 322 | 4,69 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 37 322 | −72,92 | 1 725 | −72,83 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 14 491 | −4,08 | 670 | −3,88 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 930 533 | 0,60 | 43 019 | 0,93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 982 | −75,03 | 508 | −74,98 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 919 | 0,12 | 643 | 0,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 518 057 | 2,16 | 23 950 | 2,50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 257 | 12 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35 685 | 41,21 | 1 650 | 41,67 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 31 909 | −14,59 | 1 475 | −14,29 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 13 421 | 620 | ||||||
| 2025-08-11 | 13F | Eq Llc | 23 338 | −34,25 | 1 079 | −34,07 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19 352 | 1,68 | 895 | 3,95 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36 458 | −30,65 | 1 676 | −30,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1 095 353 | −47,58 | 50 570 | −47,48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 167 | 1,21 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 306 | −3,70 | 384 | −3,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 354 436 | 1,57 | 16 386 | 1,90 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 315 713 | 4,71 | 14 595 | 5,05 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 27 874 | 7,13 | 1 289 | 7,51 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 228 665 | −2,65 | 10 571 | −2,33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 373 | 17 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 757 | −22,47 | 2 809 | −22,24 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 53 898 | 2,53 | 2 484 | 4,50 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Soros Capital Management Llc | 4 668 | 0,00 | 216 | 0,00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 665 945 | −6,07 | 30 787 | −5,77 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 22 020 | −3,42 | 1 018 | −3,14 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 663 | 0,00 | 354 | 0,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 42 582 | 18,26 | 1 969 | 18,63 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 921 006 | −2,78 | 42 578 | −2,47 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6 791 | −19,07 | 314 | −18,91 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 843 | 0,00 | 85 | 1,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 15 888 | −6,20 | 735 | −5,90 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 19 115 | 15,05 | 884 | 15,42 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 5 366 | 248 | ||||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 263 650 | 25,65 | 12 141 | 27,32 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 8 511 | 393 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 138 858 | −16,14 | 6 419 | −15,87 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7 195 | −11,80 | 333 | −11,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 706 738 | −8,14 | 402 512 | −7,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 024 270 | −1,05 | 47 352 | −0,73 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6 492 | 0,00 | 300 | 0,33 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 22 568 | 0,00 | 1 038 | −0,19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22 301 | −8,07 | 1 031 | −7,79 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 39 054 | −12,78 | 1 805 | −12,51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 888 940 | 1 276,80 | 86 970 | 1 275,67 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 220 | 10 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 097 892 | 16,00 | 96 986 | 16,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95 253 | 14,28 | 4 404 | 14,66 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 119 666 | −0,15 | 5 532 | 0,18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 353 | 12,66 | 1 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 420 | −2,09 | 158 | −1,25 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 65 946 | 0,09 | 2 981 | −1,84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 55 411 | −22,53 | 2 562 | −22,28 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 93 405 | 0,76 | 4 318 | 1,10 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 21 634 | −0,31 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 923 | 0,03 | 274 | 0,37 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 426 073 | −2,85 | 19 697 | −2,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11 700 | −5,25 | 541 | −5,10 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 80 338 | 5,00 | 3 714 | 5,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 51 009 | 2 358 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 419 929 | 14,35 | 19 413 | 14,73 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 135 102 602 | −4,97 | 6 245 793 | −4,66 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 23 793 | 25,93 | 1 100 | 26,32 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 172 488 | 3,37 | 7 974 | 3,71 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 264 701 | −14,11 | 12 237 | −13,83 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 12 128 | 0,84 | 561 | 1,08 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9 680 | 20,77 | 448 | 21,14 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 34 375 | 9,83 | 1 589 | 10,19 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4 535 | −14,64 | 210 | −14,34 | ||||
| 2025-04-29 | 13F | MBA Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 35 928 | −16,94 | 1 661 | −16,71 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 58 897 | −10,08 | 2 723 | −9,81 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 472 | 207 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 564 082 | −60,92 | 26 078 | −60,79 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 788 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 495 | 23 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 750 687 | 0,31 | 127 164 | 0,64 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 55 | 3 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 27 608 | 7,83 | 1 276 | 8,23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7 534 | 17,74 | 348 | 18,37 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 79 792 | −10,50 | 3 689 | −10,22 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 671 | −1,90 | 308 | −1,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 700 347 | 17,10 | 78 607 | 17,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 116 676 | 21,08 | 144 097 | 21,47 | ||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40 295 | 4,83 | 1 863 | 5,14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 67 | −84,42 | 3 | −84,21 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 37 796 | −38,52 | 1 747 | −38,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 43 286 451 | 2,35 | 2 001 133 | 2,69 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 595 085 | −15,49 | 27 511 | −15,22 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 9 008 | 65,77 | 416 | 66,40 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 314 | 338 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 369 139 | 0,98 | 17 069 | 1,42 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 127 816 | 203,91 | 5 909 | 118,01 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 6 604 | −31,39 | 305 | −31,15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9 070 | −2,33 | 419 | −1,87 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 660 048 | −58,12 | 30 514 | −57,98 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 389 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 490 | 0,00 | 115 | 0,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 138 944 | −57,92 | 6 423 | −56,96 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 477 | 207 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 10 104 | −64,22 | 467 | −64,10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 45 112 | −2,50 | 2 086 | −2,20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 425 | 0,00 | 20 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 291 381 | −23,96 | 13 389 | −23,88 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 373 | 0,00 | 17 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5 251 | 0,00 | 243 | 0,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 394 661 | −10,85 | 110 705 | −10,56 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13 584 | 628 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14 044 456 | −13,16 | 649 275 | −12,87 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 239 512 | −20,44 | 11 073 | −20,18 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3 712 015 | −2,40 | 171 606 | −2,08 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 21 668 | −3,34 | 1 002 | −3,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 89 170 | −22,59 | 4 122 | −22,34 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 21 064 | 7,51 | 974 | 7,87 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 43 294 | 15,26 | 1 995 | 15,38 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 47 661 | −2,29 | 2 203 | −1,96 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 21 948 | 1 011 | ||||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 776 | −0,86 | 544 | −0,55 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 988 | −1,43 | 600 | −1,15 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 4 856 | 225 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 72 203 | −18,66 | 3 338 | −18,41 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 134 162 | −1,45 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17 | 0,00 | 1 | |||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 394 | −21,45 | 203 | −21,01 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 4 611 | 22,05 | 213 | 22,41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16 892 | 0,13 | 781 | 0,39 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 16 013 | −14,18 | 736 | −14,32 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7 330 | 0,00 | 339 | 0,30 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 6 930 | 316 | ||||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 565 864 | −37,50 | 26 075 | −36,28 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 750 230 | 15,64 | 34 683 | 16,02 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 156 196 | −1,96 | 7 221 | −1,65 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 129 750 | −12,05 | 5 998 | −11,77 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 041 | 1,07 | 48 | 2,13 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 21 654 | 65,80 | 1 001 | 66,56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 188 758 | 3,71 | 8 726 | 4,04 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43 339 | 44,05 | 2 004 | 44,52 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 541 681 | −7,96 | 25 042 | −7,66 | ||||
| 2025-04-25 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 360 363 | −12,31 | 201 580 | −12,02 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 26 288 | 20,54 | 1 215 | 21,02 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 5 177 | 239 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 30 387 | −23,49 | 1 405 | −23,28 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 30 362 | −29,47 | 1 398 | −29,50 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36 991 | 4,41 | 1 710 | 4,78 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 24 873 | −0,52 | 1 150 | −0,26 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 279 155 | 6,51 | 12 905 | 6,86 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 450 995 | −2,16 | 20 782 | −0,26 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 517 087 | −14,70 | 23 905 | −14,43 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 79 725 | −11,88 | 4 | −25,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 162 959 | −5,15 | 7 534 | −4,84 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 25 906 | −7,31 | 1 198 | −6,99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 15 166 | −20,51 | 701 | −20,25 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 152 616 | −2,64 | 7 055 | −2,33 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 155 746 | 1,53 | 7 200 | 1,87 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 8 362 | −0,70 | 387 | −0,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 166 | −7,51 | 1 857 | −7,25 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 046 | −7,80 | 233 | −7,54 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 52 467 | −19,01 | 2 426 | −18,76 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 109 099 | 1,91 | 5 044 | 2,23 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 429 713 | −8,57 | 19 763 | −8,75 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 112 | 51 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 514 161 | −7,10 | 23 770 | −6,80 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 117 344 | −9,18 | 51 655 | −8,89 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 407 | 158 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 204 514 | −5,97 | 9 455 | −5,67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 20 | 0,00 | 1 | |||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 235 342 | 1,87 | 10 880 | 2,20 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 718 717 | −12,80 | 310 606 | −12,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 167 | −73,72 | 424 | −73,68 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 21 840 | 9,50 | 1 010 | 9,79 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6 158 | −24,28 | 285 | −24,06 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 16 198 | −31,21 | 749 | −31,06 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 504 | −32,90 | 162 | −32,92 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16 541 | −3,17 | 765 | −2,92 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 163 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 050 | −61,41 | 49 | −61,60 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 176 595 | −0,40 | 8 164 | −0,07 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5 281 | −1,60 | 244 | −1,21 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 34 973 | 7,54 | 1 617 | 7,88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214 011 | 9,38 | 9 894 | 9,73 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 427 | −4,56 | 388 | −2,76 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 10 007 | 5,96 | 463 | 6,21 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 109 | −92,31 | 5 | −92,31 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 230 501 | 1,11 | 10 534 | 1,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12 555 562 | 9,81 | 580 376 | 10,16 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 863 967 | 12,56 | 39 941 | 12,92 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 692 | 26,37 | 217 | 26,32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 599 | 259 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 86 582 | −0,40 | 4 003 | −0,07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 844 | −17,25 | 1 241 | −16,93 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5 100 | 0,00 | 236 | 0,00 | ||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 16 505 013 | 2,44 | 760 056 | 3,79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 616 741 | −6,80 | 74 742 | −6,50 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 98 183 | −15,49 | 4 515 | −15,65 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 23 707 | −12,65 | 1 096 | −12,40 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 764 470 | −10,76 | 35 341 | −10,47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15 728 | −24,16 | 727 | −23,87 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 72 177 | −1,28 | 3 337 | −0,95 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 290 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 23 572 | 202,59 | 1 065 | 197,49 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 423 274 | 2,84 | 19 568 | 3,19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 549 317 | −3,09 | 72 | −2,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 369 025 | 33,55 | 17 060 | 36,60 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 10 673 | 493 | ||||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 27 000 | 27 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111 191 | −41,89 | 5 140 | −41,70 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 21 661 | 100,36 | 1 001 | 101,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 049 | 47,50 | 696 | 47,87 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 75 797 | −11,01 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 214 865 | −22,11 | 9 933 | −21,86 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 22 783 | 5,48 | 1 053 | 5,83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 055 | 30,69 | 1 205 | 31,15 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 53 475 | −54,80 | 2 | −60,00 | ||||
| 2025-07-16 | 13F | Novem Group | 7 538 | 12,59 | 348 | 12,99 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 5 407 | 0,00 | 250 | 0,00 | ||||
| 2025-09-03 | 13F | American Trust | 10 457 | 483 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 131 576 | −55,07 | 6 083 | −54,24 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228 437 | −5,70 | 10 561 | −5,39 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42 424 | −7,79 | 1 961 | −7,50 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 5 699 | 0,00 | 263 | 0,38 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 485 | 50,97 | 115 | 52,00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 59 930 | 68,39 | 2 771 | 69,01 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 167 714 | −8,84 | 7 753 | −8,54 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 618 568 | −8,25 | 28 596 | −7,95 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 19 447 | −10,90 | 899 | −10,55 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 54 827 | −0,84 | 2 535 | −0,51 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 31 199 | −15,07 | 1 442 | −14,78 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 1 302 816 | −10,79 | 60 229 | −10,50 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 28 670 | −9,11 | 1 325 | −8,81 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 189 402 | −6,25 | 8 756 | −5,94 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 17 278 | −5,33 | 799 | −5,11 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 6 823 | 310 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 043 740 | 7,50 | 48 252 | 7,85 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 392 101 | −1,77 | 18 127 | −1,45 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 69 500 | 4,19 | 3 213 | 4,52 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16 288 | −12,43 | 753 | −12,25 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 63 821 | 0,27 | 2 950 | 0,61 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 233 | 0,00 | 11 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 5 210 | −38,89 | 241 | −37,73 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 137 470 | 2,64 | 6 355 | 2,98 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 16 575 | 4,79 | 764 | 6,86 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50 699 | −9,23 | 2 344 | −8,94 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 91 | 1,11 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 75 812 | −17,03 | 3 505 | −16,77 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 5 311 | −6,66 | 246 | −6,49 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8 555 | 395 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 61 291 | −21,04 | 2 833 | −20,78 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 677 440 | −1,46 | 31 095 | −1,85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 29 770 | −1,21 | 1 376 | −0,86 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 11 708 | −30,08 | 529 | −30,67 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 510 224 | 0,32 | 23 588 | 0,65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 1 186 494 | −13,31 | 54 852 | −13,03 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26 791 | 20,65 | 1 239 | 21,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23 413 905 | 3,44 | 1 082 425 | 3,78 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 31 740 | −10,65 | 1 467 | −10,33 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 191 650 | −21,82 | 8 860 | −21,57 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 86 237 | −45,53 | 3 923 | −46,24 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 071 | 0,00 | 142 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 518 | 8,74 | 7 005 | 9,10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 155 410 | 888,80 | 7 185 | 892,27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 799 646 | 18,63 | 36 968 | 19,01 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 793 | −4,11 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 17 704 | −0,41 | 812 | −0,85 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 824 495 | 39,06 | 38 116 | 39,51 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 319 100 | 6,21 | 60 982 | 6,56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224 004 | −17,84 | 10 356 | −17,58 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 133 923 | 16,93 | 6 191 | 17,32 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 891 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 237 577 | −4,33 | 10 983 | −4,02 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 360 569 | −9,88 | 16 669 | −9,58 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 463 | 0,00 | 21 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 451 967 | −10,69 | 20 894 | −10,40 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 14 | 1 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7 755 | −63,72 | 359 | −63,65 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10 213 | −14,80 | 472 | −14,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17 375 112 | −3,86 | 803 | −3,49 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 515 | 0,67 | 209 | 0,97 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18 782 389 | 3,40 | 868 310 | 3,74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 064 233 | 0,71 | 419 039 | 1,04 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 010 | 47 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 181 594 | −1,89 | 8 395 | −1,57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 101 288 | −21,61 | 4 649 | −21,92 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 76 465 | −0,96 | 3 535 | −0,65 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 167 | 8 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 21 278 | −18,28 | 984 | −18,02 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 55 910 | −1,14 | 2 585 | −0,81 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 417 | −12,86 | 204 | −12,45 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 8 905 | 11,38 | 412 | 11,68 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 161 284 | −17,66 | 7 456 | −17,39 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23 927 | −14,15 | 1 104 | −13,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 467 574 | 16,30 | 21 616 | 18,95 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 43 951 | −0,96 | 2 032 | −0,64 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 32 480 | 1 502 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 417 669 | −16,78 | 19 | −17,39 | ||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 17 243 970 | 3,66 | 794 085 | 5,03 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12 304 | −3,57 | 569 | −3,24 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 20 711 | 1,17 | 957 | 1,48 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 31 474 | 3,15 | 1 455 | 3,49 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 685 | −0,49 | 586 | −0,17 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1 625 | 75 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 149 289 | 6 902 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 134 | 38,45 | 2 456 | 38,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 612 013 | −4,86 | 74 523 | −4,55 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 029 | 0,00 | 48 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 69 141 | 0,49 | 3 196 | 0,82 | ||||
| 2025-04-14 | 13F | Bennett Selby Investments Lp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 57 | 3 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 40 101 | −1,24 | 1 854 | −0,96 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 19 073 | −21,22 | 882 | −20,99 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1 668 414 | 0,20 | 77 131 | 0,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 223 798 | −8,88 | 149 | −8,59 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 19 782 | −11,09 | 915 | −10,83 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 067 | −6,83 | 142 | −6,62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 139 203 | −14,72 | 6 435 | −14,45 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 311 915 | −6,37 | 14 420 | −6,07 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 8 087 | −5,37 | 374 | −5,09 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4 120 866 | 0,69 | 189 889 | 0,91 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18 089 | 1 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 216 | 0,00 | 10 | 0,00 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 8 911 | 11,08 | 412 | 11,38 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 19 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 000 740 | 2,95 | 46 264 | 3,29 |
Other Listings
| MX:IUSB |
