Grundläggande statistik
Institutionella ägare | 1556 total, 1551 long only, 0 short only, 5 long/short - change of −0,51% MRQ |
Genomsnittlig portföljallokering | 0.7072 % - change of −10,26% MRQ |
Institutionella aktier (lång) | 163 329 690 (ex 13D/G) - change of 5,71MM shares 3,62% MRQ |
Institutionellt värde (lång) | $ 29 828 276 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P 500 Value ETF (US:IVE) har 1556 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 163,329,690 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares S&P 500 Value ETF (ARCA:IVE) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 15, 2025 is 203,92 / share. Previously, on September 16, 2024, the share price was 195,82 / share. This represents an increase of 4,14% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Alliancebernstein L.p. | 29 124 | −31,28 | 5 691 | −29,53 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 32 106 | −0,71 | 6 274 | 1,82 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 306 | 0,00 | 451 | 2,51 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 23 278 | −7,06 | 4 549 | −4,71 | ||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 4 365 | −0,46 | 853 | 2,16 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 31 814 | 25,82 | 6 217 | 29,04 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 15 864 | 18,04 | 3 100 | 21,05 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 383 | 10,15 | 1 070 | 18,12 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 483 | 0,42 | 94 | 3,30 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 215 | 4,29 | 243 | 16,91 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 757 | −20,82 | 1 955 | −13,42 | ||||
2025-07-23 | 13F | Financial Life Advisors | 168 750 | 4,42 | 32 977 | 7,07 | ||||
2025-07-17 | 13F | Coastline Trust Co | 70 | 0,00 | 14 | 0,00 | ||||
2025-08-15 | 13F | Truefg, Llc | 1 145 | 0,00 | 224 | 2,29 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 035 | −30,31 | 1 | −100,00 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 2 872 | −5,25 | 561 | −2,77 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 23 757 | 2,67 | 4 669 | 5,87 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 1 341 | 0,00 | 262 | 2,75 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 81 124 | 13,25 | 15 853 | 16,12 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 85 373 | 1,25 | 16 684 | 3,83 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 99 789 | 15,91 | 19 501 | 18,92 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19 179 | −0,99 | 3 748 | 1,52 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 111 | 0,00 | 22 | 0,00 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 4 725 | 0,08 | 923 | 2,67 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 3 992 | 12,70 | 780 | 15,56 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 596 | −4,64 | 116 | −2,52 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 719 697 | 18,46 | 140 643 | 21,47 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 29 262 | 0,00 | 5 718 | 2,55 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 23 365 | 0,10 | 4 566 | 2,63 | ||||
2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 2 227 | 0,00 | 435 | 2,59 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 218 | −0,61 | 824 | 1,98 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 8 314 | 1,44 | 1 625 | 3,97 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Lutz Financial Services LLC | 110 658 | −4,84 | 21 625 | −2,43 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 7 447 | 0,00 | 1 455 | 2,54 | ||||
2025-08-05 | 13F | Alexander Randolph Advisory Inc | 1 348 | 0,00 | 263 | 2,73 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0,00 | 113 | 2,75 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 998 | 0,50 | 195 | 2,65 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 804 | 0,00 | 157 | 2,61 | ||||
2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Davis Selected Advisers | 10 978 | −44,31 | 2 145 | −42,89 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 586 | 0,00 | 505 | 2,64 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 5 209 | 1 018 | ||||||
2025-08-12 | 13F | Change Path, LLC | 202 555 | 12,67 | 39 583 | 15,53 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 19 032 | −4,83 | 3 719 | −2,41 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 7 102 | 21,03 | 1 388 | 24,06 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 5 315 | 0,00 | 1 039 | 2,57 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 16 837 | 0,00 | 3 290 | 2,56 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 2 460 | 0,00 | 481 | 2,56 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 65 | 13 | ||||||
2025-08-04 | 13F | Spinnaker Trust | 2 719 | 0,00 | 531 | 2,51 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 13 015 | 18,38 | 2 534 | 20,95 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 046 | −5,37 | 400 | −3,16 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 072 | −2,37 | 210 | 0,00 | ||||
2025-07-02 | 13F | Dentgroup LLC | 8 099 | 73,98 | 1 583 | 78,35 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 40 | −27,27 | 0 | |||||
2025-07-23 | 13F | Canopy Partners, LLC | 5 296 | 0,00 | 1 035 | 2,48 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 1 648 | −3,29 | 322 | −0,62 | ||||
2025-07-18 | 13F | Ewa, Llc | 125 006 | −7,99 | 24 429 | −5,65 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 54 677 | −0,50 | 10 685 | 1,88 | ||||
2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 3 289 | 0,00 | 643 | 2,56 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 94 583 | 12,29 | 18 483 | 15,14 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 1 355 | 0,00 | 265 | 2,33 | ||||
2025-07-24 | 13F | Krs Capital Management, Llc | 1 495 | 0,00 | 292 | 2,82 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 820 | −51,39 | 728 | −51,43 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 6 794 | −7,54 | 1 328 | −5,21 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 38 447 | 6,19 | 7 513 | 15,07 | ||||
2025-07-09 | 13F | Westshore Wealth, LLC | 1 851 | 0,38 | 362 | 2,85 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 62 293 | 7,21 | 12 173 | 9,93 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 112 628 | −0,57 | 217 | 1,88 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 178 | 1,23 | 1 403 | 3,77 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 9 801 | 570,84 | 1 915 | 588,85 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 4 043 | −0,83 | 790 | 1,80 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 75 | 0,00 | 15 | 0,00 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 959 | 46,46 | 1 751 | 50,21 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 647 | −3,85 | 322 | −1,53 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 17 734 | 2,74 | 3 466 | 5,35 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 14 416 | 28,84 | 2 832 | 38,71 | ||||
2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 729 | 0,00 | 142 | 2,90 | ||||
2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Founders Capital Management | 607 | 0,00 | 119 | 2,61 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 4 526 | 297,02 | 884 | 307,37 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 638 | −4,49 | 121 | −8,40 | ||||
2025-07-17 | 13F | City Holding Co | 1 434 | 0,00 | 280 | 2,56 | ||||
2025-08-12 | 13F | Close Asset Management Ltd | 6 958 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 1 934 | −22,76 | 378 | −20,96 | ||||
2025-07-11 | 13F | Essex Savings Bank | 3 191 | −21,25 | 624 | −19,30 | ||||
2025-08-11 | 13F | Citigroup Inc | 113 093 | −1,93 | 22 101 | 0,56 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 362 479 | 4,67 | 461 676 | 7,33 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 96 768 | −1,68 | 18 910 | 0,82 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 6 733 | 266,92 | 1 316 | 276,79 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1 980 | −36,90 | 387 | −35,45 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2 096 | 0,34 | 0 | |||||
2025-07-17 | 13F | HCR Wealth Advisors | 2 280 | 3,59 | 446 | 6,21 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 112 864 | 1,12 | 22 056 | 3,69 | ||||
2025-08-14 | 13F | Select Asset Management & Trust | 1 199 | −8,89 | 0 | |||||
2025-08-06 | 13F | Regimen Wealth, Llc | 12 252 | 59,28 | 2 394 | 63,41 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6 600 | 1 290 | ||||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1 240 | 0,00 | 242 | 2,54 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 1 210 | −26,17 | 231 | −26,28 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 185 | −17,78 | 36 | −14,29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 128 592 | 4,84 | 25 129 | 7,50 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 373 | −1,79 | 1 636 | 0,74 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 25 710 | −2,54 | 5 025 | −0,06 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 167 380 | 3,21 | 32 709 | 5,84 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 966 | −17,37 | 189 | −15,32 | ||||
2025-08-12 | 13F | Associated Banc-corp | 71 122 | 10,01 | 13 899 | 12,81 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 29 326 | 11,20 | 5 731 | 14,03 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 3 797 | −2,54 | 749 | 6,25 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 352 | −32,44 | 69 | −30,30 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 1 297 | 0,00 | 253 | 2,43 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 387 | −4,08 | 271 | −1,45 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 375 | 0,00 | 73 | 2,82 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 2 294 | 0,00 | 448 | 2,52 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 20 559 | 15,96 | 4 018 | 18,92 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 1 176 | −4,23 | 230 | −2,14 | ||||
2025-07-10 | 13F | McHugh Group, LLC | 1 502 | 0,00 | 294 | 2,45 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 26 903 | −3,17 | 5 257 | −0,72 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8 341 | 5,98 | 1 630 | 8,67 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 2 552 | −0,20 | 499 | 2,26 | ||||
2025-07-14 | 13F | Enzi Wealth | 2 033 | 1,45 | 402 | 10,44 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 2 060 | −11,05 | 403 | −8,84 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 3 114 | 0,00 | 609 | 2,53 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 2 190 | 0,00 | 0 | |||||
2025-07-31 | 13F | Ballast Advisors Llc | 347 | −30,18 | 68 | −28,72 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 438 | −2,20 | 867 | 0,35 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 61 403 | −0,63 | 12 000 | 1,89 | ||||
2025-07-11 | 13F | First PREMIER Bank | 614 | 0,00 | 0 | |||||
2025-07-23 | 13F | Eagle Strategies LLC | 3 674 | 2,37 | 718 | 4,98 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 7 673 | 31,48 | 1 499 | 34,80 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 180 996 | −1,24 | 35 370 | 1,27 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 55 339 | −74,79 | 10 746 | −74,31 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 102 | −0,72 | 0 | |||||
2025-08-12 | 13F | Manchester Capital Management LLC | 1 693 | 0,00 | 331 | 2,48 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 3 314 | −15,72 | 648 | −13,62 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 14 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | Put | 1 200 | −55,56 | 235 | −54,47 | |||
2025-07-15 | 13F | Armis Advisers, LLC | 8 195 | 52,13 | 1 611 | 57,02 | ||||
2025-08-12 | 13F | LPL Financial LLC | 7 911 905 | 13,40 | 1 546 144 | 16,28 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 112 496 | 5,12 | 21 984 | 7,79 | ||||
2025-08-05 | 13F | ADG Wealth Management Group, LLC | 56 215 | 8,94 | 10 986 | 11,70 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 288 124 | −3,54 | 56 305 | −1,09 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 1 275 | 0,00 | 249 | 2,89 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2 041 | 399 | ||||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 179 293 | 0,00 | 199 | 0,00 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1 084 | 0,00 | 0 | |||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8 943 | 0,00 | 1 748 | 2,52 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 25 291 | 3,23 | 4 942 | 5,85 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 11 352 | 0,30 | 2 219 | 2,83 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 12 044 | 0,00 | 2 354 | 2,53 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 274 | −7,68 | 249 | −5,32 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 165 169 | 20,56 | 32 277 | 23,62 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 3 136 | 172,70 | 618 | 191,04 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 57 267 | 19,40 | 11 191 | 22,44 | ||||
2025-08-13 | 13F | PACK Private Wealth, LLC | 5 402 | 0,00 | 1 056 | 2,53 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 1 340 | 0,00 | 262 | 2,35 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 657 | −3,95 | 128 | −1,54 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 1 068 | 209 | ||||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 164 | 2,53 | 618 | 5,10 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 2 603 | −1,85 | 509 | 0,59 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 1 420 | −0,70 | 277 | 1,84 | ||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 5 581 | 0,00 | 1 091 | 2,54 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 21 748 | −1,28 | 4 250 | 1,24 | ||||
2025-08-05 | 13F | Cambiar Investors Llc | 1 200 | −36,88 | 235 | −35,36 | ||||
2025-08-08 | 13F | Gts Securities Llc | 3 871 | 756 | ||||||
2025-08-01 | 13F | Banco Santander, S.A. | 30 284 | −5,11 | 5 918 | −2,70 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 36 582 | 0,81 | 7 149 | 3,37 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1 491 | −6,40 | 291 | −3,96 | ||||
2025-04-16 | 13F | Quintet Private Bank (Europe) S.A. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Palouse Capital Management, Inc. | 259 | 0,00 | 51 | 2,04 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 10 268 | 15,53 | 2 007 | 18,49 | ||||
2025-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 10 854 | 8,67 | 1 968 | 3,20 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 16 621 | −67,24 | 3 248 | −66,40 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 1 059 | 207 | ||||||
2025-08-12 | 13F | TCP Asset Management, LLC | 1 796 | 0,00 | 351 | 2,34 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 4 622 | −8,98 | 903 | −6,62 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 171 | −1,01 | 1 010 | 1,51 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 17 | 0,00 | 3 | 0,00 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3 494 | −2,24 | 683 | 0,15 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 30 477 | 12,40 | 5 956 | 15,25 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22 415 | −4,33 | 4 487 | 3,84 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 2 600 | 0,00 | 508 | 2,63 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 292 | 0,00 | 57 | 3,64 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 26 507 | 1,50 | 5 180 | 4,06 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 5 569 | 4,00 | 1 088 | 6,67 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 13 102 | −5,21 | 2 585 | 3,40 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 131 376 | 7,21 | 25 673 | 9,93 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 2 000 | 0,00 | 391 | 2,36 | ||||
2025-08-13 | 13F | Knuff & Co LLC | 200 | 0,00 | 39 | 2,63 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 358 694 | 2,01 | 70 096 | 4,59 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 11 009 | −8,81 | 2 151 | −6,48 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 11 235 | 25,06 | 2 196 | 28,21 | ||||
2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Scotia Capital Inc. | 11 945 | −3,49 | 2 334 | −1,02 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 176 | 0,00 | 235 | 11,37 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 303 | −2,10 | 255 | 0,00 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 30 916 | 0,40 | 6 042 | 2,95 | ||||
2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 8 204 | 0,00 | 1 603 | 2,56 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1 730 | 6,46 | 338 | 9,39 | ||||
2025-08-14 | 13F | Family Office Research LLC | 1 567 | −1,82 | 306 | 0,66 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 470 | −17,28 | 287 | −15,09 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 5 982 | 0,00 | 1 169 | 2,54 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 41 606 | −5,20 | 8 130 | −2,80 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 1 054 | 0,00 | 206 | 2,50 | ||||
2025-08-13 | 13F | Portland Global Advisors LLC | 1 189 | 0,00 | 232 | 2,65 | ||||
2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 5 062 | −23,41 | 990 | −21,45 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 24 616 | 18,81 | 4 811 | 21,83 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 5 688 | −12,25 | 1 112 | −10,04 | ||||
2025-07-16 | 13F | Plancorp, LLC | 2 928 | 0,00 | 572 | 2,69 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 383 | 275,49 | 75 | 289,47 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 19 813 | 21,47 | 3 872 | 24,55 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 1 241 | 81,96 | 243 | 87,60 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 548 | 14,01 | 889 | 16,84 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 4 619 | 19,94 | 903 | 23,06 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Park Place Capital Corp | 12 914 | −35,94 | 2 548 | −33,71 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 1 215 | −8,72 | 237 | −6,32 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 131 | 28,84 | 416 | 32,06 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 23 029 | 0,11 | 4 500 | 2,67 | ||||
2025-07-16 | 13F | American National Bank | 364 | −28,35 | 71 | −26,04 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 015 | 2,27 | 2 153 | 4,87 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Evensky & Katz LLC | 5 191 | 0,33 | 1 | |||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 1 943 | 0,00 | 370 | 0,00 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 264 | 0,00 | 52 | 2,00 | ||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 21 913 | −2,34 | 4 282 | 0,16 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 272 484 | −3,33 | 53 249 | −0,87 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 12 929 | −1,00 | 2 527 | 1,53 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5 052 | −52,17 | 987 | −50,97 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 1 096 | 214 | ||||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 11 452 | 2,61 | 2 238 | 5,22 | ||||
2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 66 837 | −0,04 | 13 188 | 12,46 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 86 | 0,00 | 17 | 0,00 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1 844 | 0,22 | 360 | 2,86 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 2 809 | 0,43 | 549 | 3,01 | ||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 856 | 0,00 | 167 | 2,45 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 1 573 | 0,00 | 307 | 2,68 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10 970 | 80,22 | 2 144 | 84,74 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 1 414 | 0,00 | 276 | 2,60 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 2 955 | 11,17 | 577 | 14,03 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | 4J Wealth Management LLC | 2 464 | 0,00 | 481 | 2,56 | ||||
2025-08-08 | 13F | Union Savings Bank | 2 145 | −4,37 | 423 | −1,17 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 363 | −5,53 | 2 025 | −3,11 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 302 | 0,00 | 59 | 3,51 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 344 | 263 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 206 | −38,14 | 40 | −36,51 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 571 | 0,63 | 502 | 9,61 | ||||
2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Certified Advisory Corp | 5 529 | −0,61 | 1 080 | 1,89 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 52 134 | −1,00 | 10 188 | 1,51 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 653 | −0,61 | 2 864 | 1,74 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5 209 | 0,00 | 1 018 | 2,52 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 2 400 | 0,00 | 469 | 2,63 | ||||
2025-07-15 | 13F | Bfsg, Llc | 5 | 0,00 | 1 | |||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 400 | −99,52 | 78 | −99,51 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 034 | 0,00 | 397 | 2,58 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 6 732 | 99,53 | 1 350 | 124,63 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1 460 | 0,00 | 285 | 2,52 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 7 064 | −2,13 | 1 380 | 0,36 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7 439 | 0,00 | 1 454 | 2,54 | ||||
2025-07-09 | 13F | Triumph Capital Management | 2 170 | −60,34 | 424 | −59,31 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 4 593 | 5,85 | 898 | 8,60 | ||||
2025-07-28 | 13F | Courier Capital Llc | 297 095 | −0,17 | 58 058 | 2,36 | ||||
2025-08-14 | 13F | Atom Investors LP | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 857 | −12,49 | 363 | −4,74 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 450 | 0,00 | 88 | 2,35 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 547 | 0,00 | 107 | 1,92 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 1 198 | 0,00 | 234 | 2,63 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Members Wealth Llc | 4 917 | −13,23 | 937 | −15,43 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20 330 | −0,10 | 3 973 | 2,42 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 1 977 | −14,19 | 386 | −12,07 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 427 | 56,41 | 83 | 59,62 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 113 | −62,46 | 22 | −63,16 | ||||
2025-08-01 | 13F | Riverwater Partners LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | Argent Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 299 730 | −3,22 | 58 573 | −0,76 | ||||
2025-07-24 | 13F | Conning Inc. | 6 272 | 0,00 | 1 226 | 2,51 | ||||
2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 13 523 | 9,94 | 2 643 | 12,71 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 1 145 | 0,00 | 224 | 2,29 | ||||
2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 15 | 0,00 | 3 | 0,00 | ||||
2025-04-11 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 2 672 | 0,00 | 522 | 2,55 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 13 010 | 61,17 | 3 | 100,00 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 2 005 | −1,23 | 392 | 1,30 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 141 750 | 15,48 | 27 701 | 18,41 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4 728 | 924 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 638 052 | −2,32 | 320 108 | 0,16 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 129 631 | −0,62 | 25 333 | 1,90 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2 907 | 5,33 | 568 | 7,98 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 4 000 | 0,00 | 782 | 2,49 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 49 321 | −6,04 | 9 638 | −3,65 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 6 633 | 34,84 | 1 296 | 38,31 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 18 579 | 12,16 | 3 695 | 17,08 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 33 465 | −8,55 | 6 540 | −6,22 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 14 342 | 0,06 | 2 803 | 2,60 | ||||
2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4 066 | 0,00 | 795 | 2,58 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 1 350 | −1,32 | 264 | 1,15 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 375 | 11,35 | 464 | 14,00 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 261 | 0,13 | 0 | |||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 19 142 | −1,43 | 3 741 | 1,05 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 9 887 | −1,37 | 1 932 | 1,15 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 119 952 | 58,86 | 23 458 | 64,55 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 159 | 0,17 | 1 024 | 4,28 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 99 934 | 7,51 | 19 529 | 10,23 | ||||
2025-08-13 | 13F | Haverford Trust Co | 2 225 | 5,55 | 435 | 8,23 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 214 | 0,00 | 42 | 2,50 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 205 | 0,00 | 40 | 0,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 626 | −0,93 | 1 295 | 1,57 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 144 401 | −5,20 | 28 219 | −2,79 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 135 640 | 2,16 | 26 507 | 4,76 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 246 | 0,00 | 48 | 4,35 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 450 | −16,36 | 88 | −14,71 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 10 140 | 7,49 | 1 982 | 10,24 | ||||
2025-08-06 | 13F | Florin Court Capital LLP | 6 100 | −88,60 | 1 192 | −88,31 | ||||
2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Swmg, Llc | 65 578 | 53,33 | 13 094 | 68,38 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 1 110 | 0,00 | 217 | 2,37 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 193 | 38 | ||||||
2025-07-21 | 13F | Seros Financial, LLC | 48 803 | 4,35 | 9 537 | 7,00 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 9 480 | 7,09 | 1 853 | 9,78 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 29 776 | 1,57 | 5 819 | 4,15 | ||||
2025-08-07 | 13F | 1st Source Bank | 4 924 | 9,54 | 962 | 12,38 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 415 | −7,89 | 472 | −5,61 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 417 | 0,00 | 81 | 2,53 | ||||
2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 30 803 | −0,38 | 6 020 | 2,14 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 929 | 98,08 | 182 | 103,37 | ||||
2025-08-01 | 13F | Taylor Financial Group, Inc. | 8 737 | 3,31 | 1 707 | 5,96 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 5 544 | −2,26 | 1 083 | 0,28 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 2 134 | −10,19 | 0 | |||||
2025-07-10 | 13F | Wedmont Private Capital | 7 276 | 3,79 | 1 439 | 15,21 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 319 | −2,60 | 453 | 0,00 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 70 865 | −62,66 | 13 848 | −61,71 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 3 453 | 675 | ||||||
2025-07-17 | 13F | XML Financial, LLC | 1 171 | −0,68 | 229 | 1,79 | ||||
2025-04-01 | 13F | Trust Co of the South | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 12 587 | 0,87 | 2 | 0,00 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 17 519 | 0,55 | 3 424 | 3,10 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 19 582 | 55,65 | 3 827 | 59,35 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 3 376 | 0,75 | 660 | 3,29 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 48 048 | 6,41 | 9 390 | 9,11 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7 935 | 4,92 | 1 551 | 7,56 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1 093 | 0,09 | 214 | 2,40 | ||||
2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 2 985 | 583 | ||||||
2025-04-22 | 13F | Coho Partners, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 176 | 0,00 | 34 | 3,03 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 1 299 | 0,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 120 | 471,43 | 23 | 475,00 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 2 714 | 22,81 | 530 | 25,89 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 88 528 | 1,49 | 17 300 | 4,07 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 15 016 | −3,84 | 2 934 | −1,41 | ||||
2025-07-15 | 13F | Kwmg, Llc | 114 596 | 3,02 | 22 394 | 5,63 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 5 037 | 375,19 | 984 | 387,13 | ||||
2025-07-16 | 13F | Ascent Capital Management, LLC | 13 372 | 23,07 | 2 613 | 26,23 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 2 225 | 0,41 | 435 | 2,84 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 7 284 | 0,00 | 1 423 | 2,52 | ||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 1 965 | 0,00 | 384 | 2,67 | ||||
2025-08-05 | 13F | Allstate Corp | 14 138 | −29,79 | 2 763 | −28,02 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 127 528 | 10,55 | 25 | 14,29 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 094 | 28,23 | 409 | 31,51 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 9 | 0,00 | 2 | 0,00 | ||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 280 | 55 | ||||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8 923 | −0,06 | 1 744 | 2,47 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5 362 | 20,98 | 1 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 93 114 | −26,78 | 18 196 | −24,83 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 198 115 | −1,63 | 38 716 | 0,87 | ||||
2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 3 230 | −0,12 | 631 | 2,44 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 7 681 | 1,52 | 1 501 | 4,09 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 4 731 | 0,02 | 945 | 4,88 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 4 306 | 2,13 | 821 | 1,99 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 10 479 | 0,60 | 2 048 | 3,12 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 6 163 | 0,00 | 1 204 | 2,56 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15 994 | −2,03 | 3 126 | 0,45 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 32 770 | −0,03 | 6 485 | 11,14 | ||||
2025-07-23 | 13F | First Merchants Corp | 105 938 | −0,63 | 20 702 | 1,90 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 9 814 | −2,91 | 2 | 0,00 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 626 003 | −1,27 | 122 334 | 1,24 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 526 | −8,30 | 1 080 | −6,01 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 250 958 | −0,51 | 49 042 | 2,02 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 243 662 | 5,49 | 47 616 | 8,17 | ||||
2025-08-12 | 13F | Bank OZK | 1 893 | −26,83 | 370 | −25,15 | ||||
2025-07-25 | 13F | Yousif Capital Management, Llc | 1 304 | −28,82 | 255 | −27,22 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 3 092 | −13,32 | 604 | −11,05 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 11 238 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 4 100 | 801 | ||||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 13 183 | −6,40 | 2 576 | −4,02 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 16 193 | 6,22 | 3 164 | 8,92 | ||||
2025-06-27 | 13F | Copley Financial Group, Inc. | 185 | 0,00 | 35 | 0,00 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 24 944 | 0,00 | 4 875 | 2,55 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 10 174 | −89,83 | 1 994 | −89,44 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 508 | −6,14 | 881 | −3,83 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 1 599 | −1,60 | 312 | 0,97 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 415 | 0,00 | 277 | 2,60 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 3 005 | 1,69 | 587 | 4,26 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 12 671 | −5,23 | 2 476 | −2,83 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 264 | 39,32 | 431 | 39,03 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 7 494 | 2,66 | 1 464 | 5,25 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 152 352 | 15,63 | 29 773 | 18,57 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 128 796 | 15,17 | 25 169 | 18,10 | ||||
2025-08-11 | 13F | Lcnb Corp | 1 720 | 0,00 | 336 | 2,75 | ||||
2025-08-14 | 13F | Acas, Llc | 21 554 | −1,87 | 4 359 | 7,90 | ||||
2025-07-09 | 13F | Beacon Financial Group | 4 889 | −7,88 | 955 | −5,54 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 983 | 268,80 | 778 | 279,51 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 39 071 | 13,98 | 7 635 | 16,87 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 1 752 | 0,00 | 342 | 2,70 | ||||
2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 6 323 | 0,99 | 1 236 | 3,52 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0,00 | 1 | 0,00 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 108 | 0,29 | 412 | 14,48 | ||||
2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 27 213 | −0,59 | 5 314 | 1,84 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1 477 | 5,73 | 289 | 8,27 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14 092 | 13,93 | 2 754 | 16,80 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 349 692 | −13,79 | 68 337 | −11,60 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 1 334 | 0,00 | 261 | 2,36 | ||||
2025-08-13 | 13F | Northern Trust Corp | 184 563 | 1,65 | 36 067 | 4,23 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 216 | 42 | ||||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 2 689 | 0,00 | 525 | 2,54 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20 422 | 22,81 | 3 991 | 25,91 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 511 | 4,19 | 1 272 | 6,89 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2 047 | 400 | ||||||
2025-08-15 | 13F | United Services Automobile Association | 133 | 26 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Elm Partners Management LLC | 5 378 | 8,30 | 1 051 | 11,10 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 788 | 26,10 | 740 | 29,37 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 52 027 | −0,73 | 10 167 | 1,79 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 1 227 | 0,00 | 240 | 2,58 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 1 168 | −1,85 | 228 | 0,88 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 10 894 | 1,10 | 2 129 | 3,65 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2 531 | 4,54 | 495 | 7,16 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 16 803 | −3,31 | 3 284 | −0,85 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 44 413 | −7,35 | 8 679 | −4,99 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 104 | −0,57 | 411 | 1,99 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 560 | 109 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 12 | 0,00 | 2 | 0,00 | ||||
2025-07-23 | 13F | True Vision MN LLC | 35 538 | 9,29 | 6 945 | 12,07 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 1 091 | 0,00 | 213 | 2,90 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 232 | 22,99 | 1 413 | 26,16 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 6 277 | 0,00 | 1 227 | 2,51 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 18 117 | 4,28 | 3 540 | 6,92 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 551 | 14,17 | 1 085 | 17,06 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 810 | 0,78 | 940 | 3,30 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 512 | 0,00 | 100 | 3,09 | ||||
2025-08-14 | 13F | Fmr Llc | 826 416 | −0,47 | 161 498 | 2,06 | ||||
2025-07-24 | 13F | JB Capital LLC | 592 200 | 22,77 | 115 728 | 25,89 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 519 868 | 5,22 | 101 593 | 7,90 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 91 654 | −0,08 | 17 911 | 2,45 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 137 931 | 2,77 | 26 955 | 5,38 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 10 073 | −5,52 | 1 968 | −3,10 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 4 382 | 4,31 | 856 | 7,00 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 2 800 | 0,00 | 547 | 2,63 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 50 | 0,00 | 10 | 0,00 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 5 866 | −2,17 | 1 118 | −2,36 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 8 212 | 0,00 | 1 605 | 2,49 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 6 272 | 0,00 | 1 226 | 2,51 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 8 127 | 0,00 | 1 588 | 2,58 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 57 | −57,78 | 11 | −56,00 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 15 328 | 0,66 | 2 995 | 3,24 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 14 261 | −3,41 | 2 787 | −0,96 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 16 524 | −6,94 | 3 229 | −4,58 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 91 745 | 7,71 | 17 929 | 10,45 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27 018 | 12,21 | 5 280 | 15,06 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 4 163 | 5,58 | 814 | 8,26 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 453 | 0,73 | 675 | 3,22 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 555 | 0,39 | 499 | 2,89 | ||||
2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Rogco, Lp | 18 926 | 0,00 | 3 699 | 2,55 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 61 114 | 12,02 | 11 943 | 14,87 | ||||
2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Obsidian Personal Planning Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 70 068 | 0,71 | 13 693 | 3,27 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 360 | 34,47 | 450 | 40,75 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 5 363 | −3,66 | 1 048 | −1,23 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 75 674 | 1,63 | 14 788 | 4,21 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 2 045 | −18,43 | 400 | −16,35 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 906 | 0,44 | 177 | 2,92 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 7 498 | −0,74 | 1 465 | 1,81 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 61 662 | −22,34 | 12 050 | −20,37 | ||||
2025-07-24 | 13F | Insight Inv LLC | 376 | 0,00 | 73 | 2,82 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 8 448 | 98,78 | 1 651 | 103,83 | ||||
2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 367 | 326,74 | 0 | |||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 3 928 | 0,00 | 768 | 2,54 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 616 | 363,16 | 120 | 380,00 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 48 595 | 2,68 | 9 496 | 5,29 | ||||
2025-05-01 | 13F | Mathes Company, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Amara Financial, Llc. | 2 949 | 0,27 | 576 | 2,86 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 2 320 | 0,00 | 453 | 2,49 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 791 | −6,86 | 741 | −4,52 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 1 710 | 0,00 | 334 | 2,77 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 21 069 | 2,02 | 4 117 | 4,63 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 107 850 | 69,25 | 20 554 | 68,98 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 239 | 4,23 | 828 | 6,84 | ||||
2025-08-14 | 13F | First Foundation Advisors | 13 740 | 70,66 | 2 685 | 75,03 | ||||
2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 3 904 | 0,28 | 763 | 2,83 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 7 075 | 22,26 | 1 383 | 25,41 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 674 | −63,61 | 132 | −62,78 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 396 052 | 19,91 | 273 | 23,08 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1 618 | 0,12 | 316 | 2,93 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2 080 | 0,00 | 406 | 2,53 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 2 556 | 10,65 | 499 | 13,41 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1 175 | 0,00 | 230 | 2,69 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 215 465 | 19 441,24 | 6 | −99,49 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 352 | 0,00 | 264 | 2,72 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 23 051 | 0,01 | 4 505 | 2,55 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 10 982 | 0,32 | 2 146 | 2,88 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 353 | 0,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 17 434 | 38,07 | 3 407 | 41,60 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 80 | 16 | ||||||
2025-08-07 | 13F | Rathbone Brothers plc | 9 437 | 2,08 | 1 844 | 4,71 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 2 579 | 504 | ||||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 8 464 | 1,27 | 1 654 | 3,89 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2 263 | 44,23 | 442 | 48,32 | ||||
2025-08-07 | 13F | Nwam Llc | 16 915 | 10,56 | 3 356 | 15,13 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 206 | −2,58 | 236 | 0,00 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 7 393 | 46,28 | 1 445 | 49,95 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 1 274 | −35,66 | 249 | −34,22 | ||||
2025-08-15 | 13F | Morgan Stanley | 14 135 647 | 2,29 | 2 762 389 | 4,88 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 5 349 | 31,65 | 1 045 | 35,01 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 142 946 | 47,41 | 26 221 | 37,83 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 1 045 | 204 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 12 674 | −0,28 | 2 477 | 2,23 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1 537 | 0,00 | 300 | 2,74 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 11 305 | 0,07 | 2 209 | 2,65 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11 598 | 37,81 | 2 226 | 38,72 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 15 072 | −0,05 | 2 945 | 2,51 | ||||
2025-08-05 | 13F | Navalign, LLC | 2 404 | −14,57 | 470 | −12,50 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 1 877 | 0,00 | 367 | 2,52 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 7 635 | −51,60 | 1 492 | −50,37 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 85 872 | −35,38 | 16 781 | −33,74 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 73 986 | −0,84 | 14 458 | 1,67 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 7 711 | −1,39 | 1 507 | 1,07 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 80 | 0,00 | 16 | 0,00 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104 676 | 1,12 | 20 456 | 3,69 | ||||
2025-07-15 | 13F | Permanent Capital Management, LP | 1 541 | 301 | ||||||
2025-07-18 | 13F | Swp Financial Llc | 12 542 | −2,09 | 2 451 | 0,41 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 39 | 2,63 | ||||
2025-08-08 | 13F | King Wealth | 6 550 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 51 905 | 0,00 | 10 143 | 2,54 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 42 001 | −25,27 | 8 208 | −23,37 | ||||
2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 4 090 | 170,68 | 799 | 178,40 | ||||
2025-05-15 | 13F | Benchmark Investment Advisors LLC | 4 114 | −3,99 | 784 | −4,04 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 9 456 | −0,55 | 2 | 0,00 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10 100 | −1,13 | 1 974 | 1,39 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 1 431 | −5,79 | 280 | −3,46 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 5 990 | −37,85 | 1 171 | −36,27 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 5 784 | 5,41 | 1 130 | 8,13 | ||||
2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 15 246 | 0,41 | 2 979 | 2,97 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 5 274 | −0,15 | 1 031 | 2,39 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 373 | −12,82 | 464 | −10,62 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 65 357 | −3,95 | 12 772 | −1,50 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1 828 | 13,61 | 357 | 16,67 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 3 580 | 37,53 | 700 | 40,93 | ||||
2025-07-09 | 13F | Summit Financial Consulting LLC | 10 962 | 2 142 | ||||||
2025-07-23 | 13F | Lansing Street Advisors | 45 640 | 5,06 | 8 919 | 7,73 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 59 354 | −1,49 | 11 599 | 1,02 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 271 | 0,00 | 53 | 1,96 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 4 406 | −16,96 | 861 | −14,84 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 614 | −94,01 | 4 571 | −78,29 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 23 497 | −0,86 | 4 592 | 1,66 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 7 074 | 4,04 | 1 382 | 6,72 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 37 011 | −0,15 | 7 233 | 2,38 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 24 462 | −56,71 | 4 780 | −55,61 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 6 435 | 6,58 | 1 257 | 9,30 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 1 887 | −0,53 | 369 | 1,94 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 612 975 | 12,46 | 119 787 | 15,31 | ||||
2025-05-06 | 13F | Dorsey Wright & Associates | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 091 | 2,07 | 1 777 | 4,66 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 4 083 | −3,43 | 798 | −0,99 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 24 | 0,00 | 0 | |||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 32 138 | 0,26 | 6 280 | 2,82 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 1 867 100 | 3,38 | 365 | 5,81 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 1 719 | 0,00 | 336 | 2,45 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 738 | −27,38 | 730 | −25,51 | ||||
2025-04-11 | 13F | DKM Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Chapin Davis, Inc. | 5 598 | −0,94 | 1 094 | 1,58 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 12 771 | −2,67 | 2 496 | −0,20 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 58 | 0,00 | 11 | 0,00 | ||||
2025-07-16 | 13F | Amarillo National Bank | 268 401 | −0,50 | 52 451 | 2,03 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 197 547 | −3,22 | 38 838 | −0,03 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 4 631 | 4,42 | 905 | 7,10 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 6 786 | −11,94 | 1 326 | −9,67 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 1 428 | 0,00 | 279 | 2,57 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 1 369 | 0,29 | 267 | 2,69 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 782 | −1,31 | 544 | 1,12 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3 418 | 0,00 | 668 | 2,46 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 2 019 | 0,45 | 404 | 12,85 | ||||
2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 212 | 0,00 | 41 | 2,50 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 1 215 | 0,00 | 237 | 2,60 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 13 334 | 7,10 | 2 606 | 9,82 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1 857 | 0,00 | 363 | 2,55 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 19 273 | 392,54 | 3 766 | 405,50 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 657 | 113,14 | 910 | 118,75 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 284 590 | 30,17 | 55 615 | 33,47 | ||||
2025-07-24 | 13F | Lee Financial Co | 8 244 | −9,53 | 1 611 | −7,20 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 35 | 7 | ||||||
2025-04-24 | 13F | Westend Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 237 561 | −18,62 | 46 424 | −16,55 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 220 477 | 721,51 | 43 086 | 742,49 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419 881 | −2,18 | 82 | 1,23 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 38 801 | −0,08 | 8 | 0,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 144 849 | 13,69 | 28 546 | 18,11 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 2 611 | −0,11 | 510 | 2,41 | ||||
2025-07-10 | 13F | Security National Bank | 569 | 0,00 | 111 | 2,78 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 31 191 | 36,51 | 6 095 | 39,99 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 688 175 | 4,25 | 134 483 | 6,90 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3 167 | 0,00 | 619 | 2,49 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 638 | 0,00 | 125 | 2,48 | ||||
2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1 775 | 1 343,09 | 347 | 1 404,35 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4 472 | 0,00 | 874 | 2,46 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 16 405 | −6,87 | 3 206 | −4,53 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8 309 | 0,01 | 1 624 | 2,53 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 8 968 | 1 753 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 15 725 | 3 073 | ||||||
2025-07-16 | 13F | Magnus Financial Group LLC | 22 488 | 32,87 | 4 395 | 36,25 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 88 782 | 25,28 | 17 350 | 28,46 | ||||
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 | 202 639 | 5,09 | 39 600 | 7,76 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 345 | 0,00 | 67 | 3,08 | ||||
2025-06-03 | 13F | Invst, LLC | 53 178 | −16,67 | 10 135 | −16,80 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 20 983 503 | 12,55 | 4 100 596 | 15,41 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 72 635 | −0,46 | 14 194 | 2,07 | ||||
2025-04-30 | 13F | Brick & Kyle, Associates | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 1 740 | −4,24 | 340 | −1,73 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 1 215 | 0,41 | 237 | 3,04 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8 195 | −1,01 | 1 601 | 1,52 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 225 | 0,00 | 44 | 2,38 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 9 301 | 0,00 | 1 818 | 2,54 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 4 076 | 151,60 | 797 | 158,44 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 4 993 | 0,18 | 976 | 2,74 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 2 849 | 30,45 | 557 | 33,65 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 6 494 | 0,29 | 1 269 | 2,84 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 14 378 | −0,49 | 2 810 | 2,03 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 16 518 | 0,47 | 3 228 | 3,00 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 771 617 | 6,65 | 150 789 | 9,36 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 672 | 0,00 | 131 | 2,34 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 714 | 48,06 | 530 | 51,86 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 329 320 | 4,56 | 64 356 | 7,21 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 | 96 752 | 20,94 | 17 747 | 13,09 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 589 | 506 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 18 991 | 0,00 | 3 711 | 2,54 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 112 996 | 7,79 | 22 082 | 10,52 | ||||
2025-08-04 | 13F | Assetmark, Inc | 21 138 | 195,02 | 4 131 | 202,56 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 715 649 | 1,58 | 335 272 | 4,16 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 17 899 | −1,12 | 3 498 | 1,39 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 36 752 | −0,03 | 7 182 | 2,51 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 87 972 | −2,62 | 17 191 | −0,15 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 74 | 0,00 | 15 | 0,00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20 113 | 0,29 | 3 930 | 2,85 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 305 852 | 5,45 | 59 769 | 8,13 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 94 595 | −4,71 | 18 486 | −2,29 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 655 | 51,81 | 1 105 | 55,85 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 128 | −30,95 | 416 | −29,30 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 52 615 | 13,95 | 10 282 | 16,85 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1 641 | −43,82 | 321 | −42,45 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 486 | 19,81 | 486 | 22,78 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17 924 | 4,63 | 3 497 | 7,14 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9 523 | 8,83 | 1 861 | 11,58 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 24 025 | 9,44 | 4 732 | 13,12 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 2 136 | 0,52 | 417 | 2,96 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 160 365 | 5,91 | 31 338 | 8,60 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 16 265 | −1,71 | 3 179 | 0,79 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Country Club Bank /gfn | 5 802 | 1,38 | 1 128 | 4,35 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 1 980 | 0,00 | 387 | 2,39 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 1 484 | −0,47 | 290 | 2,11 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 128 661 | 0,85 | 25 143 | 3,41 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 1 155 | 220 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 29 744 | 4,01 | 5 813 | 6,64 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0,00 | 4 | 0,00 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13 521 | 18,82 | 2 642 | 21,86 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 49 770 | −0,37 | 9 726 | 2,16 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 3 447 | 19,56 | 674 | 22,59 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 1 234 | −17,90 | 241 | −15,73 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 26 331 | −6,62 | 5 146 | −4,24 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 97 933 | −0,61 | 19 138 | 1,92 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 51 715 | 4,26 | 10 106 | 6,92 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 317 | 0,00 | 62 | 1,67 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 20 376 | −13,96 | 3 982 | −11,79 | ||||
2025-05-15 | 13F | Marathon Partners Equity Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5 900 | −0,32 | 1 153 | 2,13 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 80 206 | 21,82 | 15 286 | 21,63 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 8 499 | 2,71 | 1 661 | 5,26 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 6 265 | −13,30 | 1 224 | −11,11 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 222 | 12,27 | 1 216 | 15,04 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 100 448 | 24,66 | 19 630 | 27,83 | ||||
2025-08-12 | 13F | Bokf, Na | 100 117 | −19,22 | 19 565 | −17,17 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 5 295 | 0,91 | 1 035 | 3,40 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 806 | 1,18 | 353 | 3,53 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 2 253 | 276,13 | 429 | 276,32 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 1 517 | 0,00 | 296 | 2,42 | ||||
2025-08-14 | 13F | Potentia Wealth | 2 585 | −23,61 | 505 | −21,58 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 318 | 0,00 | 258 | 2,39 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4 875 | 1,86 | 953 | 4,39 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 9 289 | −15,55 | 1 815 | −13,41 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 9 446 | −0,43 | 2 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 254 330 | 6,68 | 49 701 | 9,39 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 1 798 | −1,80 | 351 | 0,86 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 144 | 0,00 | 28 | 3,70 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 58 843 | −4,54 | 11 499 | −2,12 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 1 116 | −3,21 | 218 | −0,46 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 97 349 | 0,00 | 18 553 | 0,00 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 3 883 | −10,84 | 759 | −8,67 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 251 | 4,60 | 831 | 7,24 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 20 255 | 0,21 | 3 958 | 2,75 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 91 673 | 12,57 | 17 915 | 15,25 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 2 097 | −0,90 | 410 | 1,49 | ||||
2025-08-13 | 13F | Kilter Group LLC | 43 748 | −23,59 | 8 549 | −21,66 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 1 639 | 0,18 | 320 | 2,89 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 974 | −9,60 | 2 145 | −7,31 | ||||
2025-08-14 | 13F | Glenview Trust Co | 8 259 | −1,96 | 1 614 | 0,50 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 345 509 | 21,52 | 67 519 | 24,60 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 124 400 | −13,34 | 24 310 | −11,28 | ||||
2025-08-07 | 13F | Summit X, LLC | 3 245 | 6,01 | 634 | 8,75 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 404 | 79 | ||||||
2025-08-12 | 13F | Fairscale Capital, LLC | 6 679 | −2,84 | 1 316 | 0,46 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 579 | 5,06 | 1 | 0,00 | ||||
2025-04-21 | 13F | Institute for Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 42 586 | −1,60 | 8 322 | 0,90 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 15 128 | 14,27 | 2 956 | 17,16 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 19 920 | −4,77 | 3 958 | −0,73 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 18 491 | 8,85 | 3 613 | 11,62 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 21 770 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 113 524 | 1,56 | 217 573 | 4,15 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13 259 | 1,99 | 2 591 | 4,60 | ||||
2025-07-25 | 13F | JustInvest LLC | 8 733 | −3,83 | 1 707 | −1,39 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 134 571 | 8,46 | 26 298 | 11,21 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 83 907 | −7,69 | 16 399 | −5,28 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 16 895 | −3,77 | 3 302 | −1,32 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 2 056 | 17,75 | 402 | 20,78 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 79 226 | 13,20 | 15 482 | 16,08 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 1 629 | 318 | ||||||
2025-08-14 | 13F | Monetary Management Group Inc | 1 500 | 0,00 | 293 | 2,81 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 186 | 2,98 | 818 | 5,68 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 1 466 | 0,00 | 286 | 2,51 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Fedenia Advisers LLC | 4 962 | 11,68 | 970 | 14,54 | ||||
2025-04-24 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Friday Financial | 1 600 | 0,00 | 313 | 1,96 | ||||
2025-07-31 | 13F/A | Avion Wealth | 184 | 1,10 | 0 | |||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 1 218 | −65,03 | 238 | −64,10 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | VeraBank, N.A. | 1 959 | 383 | ||||||
2025-07-22 | 13F | Net Worth Advisory Group | 52 571 | 884,29 | 10 274 | 910,13 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 92 | 0,00 | 18 | 0,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 339 | 66 | ||||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 435 | 1,76 | 476 | 16,14 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 75 749 | −0,20 | 14 803 | 2,33 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 59 382 | 2,44 | 11 605 | 5,04 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 852 | 0,00 | 166 | 2,47 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 769 | 0,00 | 150 | 2,74 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 394 | 0,00 | 663 | 2,63 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 155 | 0,00 | 30 | 3,45 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 13 519 | 2,39 | 2 642 | 4,97 | ||||
2025-08-08 | 13F | Itau Unibanco Holding S.A. | 7 515 | −66,19 | 1 469 | 36 600,00 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 48 696 | −0,50 | 9 516 | 2,03 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 54 436 | 6,74 | 10 638 | 9,46 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 19 863 | 15,77 | 3 882 | 18,72 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 200 | 0,00 | 39 | 2,63 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 147 767 | −3,94 | 28 877 | −1,50 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 11 924 | 15,62 | 2 330 | 18,58 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 27 184 | −1,17 | 5 394 | 2,72 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 92 841 | −21,45 | 18 143 | −19,45 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 744 | 0,00 | 341 | 2,41 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 32 306 | 3,28 | 6 313 | 5,91 | ||||
2025-07-31 | 13F | Cabot Wealth Management Inc | 2 213 | −0,14 | 432 | 2,37 | ||||
2025-08-14 | 13F | Waterway Wealth Management, LLC | 24 967 | 56,51 | 4 879 | 60,46 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 2 255 | 0,00 | 441 | 2,56 | ||||
2025-08-08 | 13F | Wealth Alliance | 102 139 | 22,94 | 19 960 | 26,06 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 715 | 0,00 | 140 | 2,21 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 375 | 0,00 | 73 | 2,82 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 43 857 | 2,02 | 8 571 | 4,61 | ||||
2025-08-12 | 13F/A | Boston Partners | 1 580 | 309 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 1 875 | 1,35 | 366 | 3,98 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 5 611 | 9,59 | 1 096 | 12,41 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Hilltop National Bank | 6 620 | 9,95 | 1 294 | 12,53 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 1 200 | 0,00 | 235 | 2,63 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 1 150 | 0,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 25 738 | 547,01 | 5 030 | 563,46 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 2 460 | −25,50 | 481 | −23,69 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 198 | −92,83 | 2 970 | −92,65 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 150 813 | 0,00 | 29 472 | 2,54 | ||||
2025-08-13 | 13F | Keystone Financial Group | 4 704 | 919 | ||||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 4 868 | 3,33 | 951 | 6,02 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 1 152 | 0,00 | 225 | 2,74 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 1 172 | −0,42 | 229 | 1,79 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 21 657 | 7,71 | 4 232 | 10,47 | ||||
2025-07-30 | 13F | Whittier Trust Co | 10 307 | 0,00 | 2 014 | 2,55 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 1 290 | 0,00 | 252 | 2,86 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 5 799 | 0,00 | 1 133 | 2,53 | ||||
2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Dimension Capital Management Llc | 3 873 | 0,00 | 757 | 2,44 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 120 | 24 | ||||||
2025-08-06 | 13F | Washington Trust Bank | 1 700 | −19,32 | 332 | −17,21 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 2 440 | 0,00 | 477 | 2,37 | ||||
2025-07-18 | 13F | Vicus Capital | 33 077 | 0,36 | 6 464 | 2,90 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 62 750 | 2,24 | 12 291 | 10,13 | ||||
2025-07-09 | 13F | David J Yvars Group | 1 102 | 215 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 97 875 | −2,44 | 19 127 | 0,04 | ||||
2025-07-08 | 13F | Persium Advisors, LLC | 1 126 | 0,00 | 220 | 2,80 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 1 227 | −18,58 | 240 | −16,72 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 113 | 0,00 | 218 | 2,36 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 3 454 | 675 | ||||||
2025-07-22 | 13F | Red Tortoise LLC | 110 | 0,00 | 22 | 5,00 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 9 237 | 0,00 | 1 805 | 2,56 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Clark Asset Management, LLC | 1 334 | 0,00 | 261 | 2,36 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 7 658 | −18,30 | 1 496 | −16,24 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 13 454 | −6,86 | 2 629 | −4,47 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 920 | 26,32 | 375 | 29,76 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 330 | −0,58 | 1 237 | 1,98 | ||||
2025-07-08 | 13F | TL Private Wealth | 1 258 | 1,29 | 248 | 18,18 | ||||
2025-08-01 | 13F | First National Trust Co | 2 379 | −1,08 | 465 | 1,31 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 1 320 | 0,00 | 258 | 2,39 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 40 768 | 15,52 | 7 923 | 18,93 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 1 202 | 12,76 | 235 | 15,76 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 12 579 | 23,02 | 2 460 | 26,23 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 14 215 | 0,01 | 2 778 | 2,55 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 895 | 1,19 | 566 | 3,67 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 52 000 | −5,45 | 10 162 | −3,05 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1 143 | 0,00 | 223 | 2,76 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 5 | 0,00 | 1 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 74 274 | 6,75 | 15 | 7,69 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 1 650 | 0,00 | 322 | 3,21 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1 035 | 0,29 | 202 | 3,06 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 107 989 | −29,80 | 21 103 | −28,02 | ||||
2025-07-17 | 13F | Western Financial Corp/CA | 1 192 | −0,08 | 233 | 2,20 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88 468 | −0,65 | 17 576 | 3,56 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 387 | 75,91 | 74 | 78,05 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 728 | −99,47 | 338 | −99,45 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 186 | 0,00 | 36 | 2,86 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 4 169 | −2,59 | 815 | −0,12 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 7 081 | −0,62 | 1 384 | 1,92 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 6 368 | 28,08 | 1 244 | 31,36 | ||||
2025-07-31 | 13F | GenTrust, LLC | 10 900 | 0,00 | 2 130 | 2,55 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 7 126 | 6,55 | 1 392 | 9,26 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 43 580 | −5,70 | 8 307 | −6,17 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7 257 | 0,28 | 1 418 | 2,83 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 27 214 | −11,76 | 5 318 | −9,51 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 18 057 | 0,70 | 3 529 | 3,25 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5 114 | 24,79 | 999 | 28,08 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 494 | 0,00 | 292 | 2,46 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 4 425 | −1,18 | 865 | 1,29 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 102 200 | 10,24 | 19 477 | 10,00 | ||||
2025-07-15 | 13F | Postrock Partners Llc | 2 765 | 0,00 | 540 | 2,66 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 006 406 | 9,21 | 197 | 12,00 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 13 553 | 263,35 | 729 | 2,54 | ||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 177 796 | 1,76 | 34 745 | 4,34 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 1 230 | −8,14 | 240 | −5,88 | ||||
2025-08-12 | 13F | Camden National Bank | 3 566 | 0,00 | 697 | 2,50 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Advantage Trust Co | 395 | 0,00 | 77 | 2,67 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 2 237 | 15,97 | 437 | 19,07 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 4 104 | −3,21 | 802 | −0,74 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 604 | 0,00 | 118 | 2,61 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 10 729 | 0,02 | 2 097 | 2,54 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 1 655 804 | 14,16 | 324 | 17,03 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 383 | 31,71 | 270 | 35,00 | ||||
2025-08-11 | 13F | Anb Bank | 1 284 | −1,61 | 251 | 0,81 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 14 260 | 31,33 | 2 787 | 34,65 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 10 211 | −0,04 | 1 995 | 2,52 | ||||
2025-08-08 | 13F | Creative Planning | 153 247 | −3,43 | 29 948 | −0,98 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 974 | −1,56 | 777 | 0,91 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 63 358 | 14,88 | 12 381 | 17,79 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 561 | 12,46 | 305 | 15,53 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1 191 | 0,00 | 227 | −0,44 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 1 426 | 0,00 | 279 | 10,32 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 2 713 | 0,00 | 530 | 2,51 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 795 | 0,76 | 155 | 3,33 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 28 925 | 35,04 | 5 797 | 50,70 | ||||
2025-07-15 | 13F | Bank Of Stockton | 58 714 | 2,66 | 11 474 | 5,26 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8 069 | −0,37 | 1 577 | 2,14 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 7 043 | 1,24 | 1 376 | 3,85 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5 568 | −8,13 | 1 088 | −5,80 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1 680 | 0,00 | 328 | 2,50 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 6 436 | −6,51 | 1 258 | −4,19 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 1 384 | 0,00 | 270 | 2,66 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 2 057 | 44,45 | 402 | 48,34 | ||||
2025-08-11 | 13F | Tidemark, LLC | 71 923 | 20,48 | 14 055 | 23,55 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 17 314 | 272,74 | 3 384 | 282,26 | ||||
2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 16 062 | −6,75 | 3 139 | −4,39 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 213 | −11,73 | 823 | −9,46 | ||||
2025-08-06 | 13F | DDFG, Inc | 120 319 | 3,23 | 23 513 | 5,85 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 95 | 0,00 | 19 | 0,00 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 867 | 0,00 | 756 | 2,58 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 18 429 | −1,16 | 3 601 | 1,35 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 2 370 | 463 | ||||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 6 276 | 1 226 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 738 | 144 | ||||||
2025-07-23 | 13F | BankPlus Trust Department | 124 | −20,00 | 24 | −17,24 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 315 | 126,95 | 2 005 | 133,57 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 9 368 | 5,65 | 1 831 | 8,35 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 2 698 | 0,07 | 527 | 2,73 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 25 370 | −2,84 | 4 958 | −0,36 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 1 210 | 0,00 | 236 | 2,61 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 1 743 | 0,00 | 341 | 2,41 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 133 | −2,92 | 26 | −3,85 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 60 607 | 21,60 | 11 958 | 35,27 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10 831 | 307,18 | 2 117 | 318,18 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 33 761 | −0,45 | 6 598 | 2,07 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 6 237 | 0,26 | 1 219 | 2,78 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4 211 | 10,76 | 823 | 13,67 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 1 774 | 0,00 | 347 | 2,37 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 17 408 | 5,61 | 3 402 | 8,28 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 217 580 | −2,79 | 237 939 | −0,33 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3 845 | 0,00 | 733 | 0,00 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | SOL Capital Management CO | 15 760 | 1,29 | 3 | 50,00 | ||||
2025-08-28 | NP | New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A | 4 262 | 33,81 | 833 | 37,29 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 85 588 | 13,31 | 16 794 | 16,67 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 113 618 | 14,02 | 22 203 | 16,92 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 2 449 | 0,20 | 479 | 2,80 | ||||
2025-07-10 | 13F | Trust Point Inc. | 70 046 | −0,14 | 13 688 | 2,40 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4 962 | −57,92 | 970 | −56,88 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 720 | −6,72 | 727 | −4,47 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 6 405 | 2,84 | 1 252 | 5,48 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 2 955 | 5,05 | 577 | 7,65 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 745 | 6,31 | 1 123 | 9,04 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 1 288 | 0,08 | 252 | 2,45 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 16 895 | 3 302 | ||||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 28 000 | 40,00 | 5 | 66,67 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 690 | −13,55 | 330 | −7,82 | ||||
2025-07-31 | 13F | Longview Financial Advisors, Inc. | 1 129 | 0,44 | 221 | 2,80 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 963 | −50,41 | 188 | −49,19 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 949 | 0 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 2 103 | −19,05 | 411 | −17,17 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 785 | 2,61 | 153 | 5,52 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 647 217 | 3,04 | 321 899 | 5,66 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 18 852 | 1,39 | 3 745 | 19,65 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 3 021 | 11,89 | 590 | 14,79 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 273 | −15,63 | 444 | −13,45 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8 082 | 12,81 | 1 579 | 15,68 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 1 346 | 0,00 | 263 | 2,34 | ||||
2025-08-14 | 13F | Family Management Corp | 685 | 29,25 | 134 | 31,68 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 38 576 | −0,05 | 7 538 | 2,49 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 7 182 | 24,67 | 1 404 | 27,89 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 8 534 | 17,52 | 1 668 | 20,54 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 12 977 | 2 536 | ||||||
2025-08-06 | 13F | Black Swift Group, LLC | 1 400 | −3,91 | 274 | −1,44 | ||||
2025-07-15 | 13F | Graypoint LLC | 97 030 | 0,44 | 18 962 | 2,99 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 1 376 | 269 | ||||||
2025-07-11 | 13F | Diversified Trust Co | 18 698 | 5,53 | 3 654 | 8,20 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 15 703 | −0,15 | 3 069 | 2,37 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 568 | 24,84 | 111 | 27,91 | ||||
2025-08-12 | 13F | Brandywine Global Investment Management, LLC | 515 | −7,87 | 101 | −5,66 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 8 008 | 27,56 | 1 565 | 30,77 | ||||
2025-08-14 | 13F | Comerica Bank | 371 035 | 0,04 | 72 508 | 2,58 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 9 895 | −14,07 | 1 934 | −11,90 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111 520 | −50,84 | 22 | −52,27 | ||||
2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Mechanics Financial Corp | 1 012 | 0,00 | 198 | 2,60 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2 742 | −2,83 | 523 | −2,97 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 112 | −2,27 | 413 | 0,24 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 1 480 | −2,12 | 289 | 0,35 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 192 531 | 24,45 | 37 624 | 27,61 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 100 | 0,00 | 20 | 0,00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 35 032 | 10,44 | 6 846 | 13,23 | ||||
2025-07-17 | 13F | Greenleaf Trust | 160 499 | 2,20 | 31 365 | 4,80 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 1 568 | 32,66 | 306 | 36,00 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 7 535 | 3,63 | 1 473 | 6,28 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 174 | 0,00 | 34 | 3,03 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 2 111 | 0,96 | 413 | 3,52 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 1 445 | 0,42 | 282 | 2,92 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 752 | −1,79 | 342 | 0,88 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 494 | 11,26 | 97 | 14,29 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 537 | 17,87 | 300 | 20,97 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 653 970 | 18,79 | 127 799 | 21,81 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 268 949 | −0,91 | 52 558 | 1,61 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | RKL Wealth Management LLC | 19 024 | −3,84 | 3 718 | −1,41 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 37 543 | −0,20 | 7 337 | 2,34 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 168 | −1,50 | 424 | 0,95 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 1 093 | 24,77 | 214 | 27,54 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 1 750 | 0,00 | 342 | 2,40 | ||||
2025-08-05 | 13F | LTG Capital LLC | 6 936 | −1,49 | 1 355 | 1,04 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3 853 | 2,50 | 753 | 5,03 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 528 | −5,15 | 299 | −2,93 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 175 | 0,57 | 34 | 3,03 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 55 159 | −2,58 | 10 779 | −0,10 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 1 526 | 34,81 | 298 | 38,60 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 255 | 0,39 | 50 | 2,08 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 1 759 | 0,00 | 0 | |||||
2025-07-29 | 13F | Regions Financial Corp | 238 941 | 2,38 | 46 694 | 4,98 | ||||
2025-08-08 | 13F | Renasant Bank | 10 709 | −38,52 | 2 093 | −36,97 | ||||
2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 4 473 | −0,16 | 874 | 2,46 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31 963 | 10,38 | 6 246 | 13,19 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 262 | 51 | ||||||
2025-07-21 | 13F | Quent Capital, LLC | 2 740 | 0,00 | 535 | 2,49 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 3 370 | 0,00 | 659 | 2,49 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 6 839 | 0,00 | 1 336 | 2,53 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 22 784 | 10,16 | 4 452 | 12,97 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Asset Management Group, Inc. | 51 247 | −1,16 | 10 015 | 1,35 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 1 958 | 0,00 | 383 | 2,41 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6 867 | 24,95 | 1 342 | 28,08 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 1 796 | 0,00 | 351 | 2,34 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 44 762 | 11,62 | 8 747 | 14,46 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 63 621 | 66,20 | 12 | 71,43 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 524 | −28,61 | 103 | −27,14 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 017 | 0,00 | 199 | −1,00 | ||||
2025-08-11 | 13F | Strategic Equity Management | 2 613 | 102,72 | 511 | 108,16 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 028 | 396 | ||||||
2025-07-28 | 13F | IFG Advisors, LLC | 2 142 | 0,14 | 419 | 2,70 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 342 | 0,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 555 581 | 2,47 | 108 572 | 5,07 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 22 | 0,00 | 4 | 0,00 | ||||
2025-08-11 | 13F | Lighthouse Financial LLC | 31 179 | −8,70 | 6 093 | −6,38 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 70 623 | 24,12 | 13 801 | 27,27 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 9 085 | 0,00 | 1 775 | 6,61 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 12 033 | 0,19 | 2 351 | 2,75 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1 772 | −29,35 | 346 | −27,46 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 8 118 | −16,08 | 1 547 | −16,20 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 5 879 | 2 560,18 | 1 149 | 2 633,33 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 2 363 | 2,16 | 462 | 4,77 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 111 | −37,64 | 5 689 | −36,06 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 1 860 | 364 | ||||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 653 | 0,42 | 518 | 2,98 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 28 671 | 5,01 | 5 603 | 7,67 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 1 970 | −1,35 | 385 | 1,05 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 | 8 622 | 72,44 | 1 685 | 76,89 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 4 274 | −4,26 | 835 | −1,76 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 28 645 | 3,80 | 5 598 | 6,43 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 6 352 | 0,00 | 1 241 | 2,56 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 1 055 | −15,94 | 206 | −13,81 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 21 896 | 0,00 | 4 279 | 2,54 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 19 391 | 464,02 | 3 789 | 478,47 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 2 362 | 0,00 | 462 | 2,44 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 67 711 | 0,98 | 13 232 | 3,54 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 41 459 | 0,43 | 8 | 14,29 | ||||
2025-08-13 | 13F | M&t Bank Corp | 864 195 | −7,16 | 168 881 | −4,80 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 123 | 0,00 | 24 | 4,35 | ||||
2025-08-05 | 13F | Key FInancial Inc | 3 233 | 0,00 | 632 | 2,44 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3 031 014 | 19,04 | 591 818 | 21,93 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 283 962 | 3,47 | 55 492 | 6,09 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 2 590 | 0,00 | 506 | 2,64 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 664 | 130 | ||||||
2025-08-12 | 13F | Weaver Consulting Group | 1 453 | 0,00 | 284 | 2,54 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 107 285 | −4,04 | 20 966 | −1,61 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5 543 | 0,00 | 1 083 | 11,42 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1 482 | 0,00 | 290 | 2,48 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 1 652 | 11,92 | 323 | 14,59 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 1 196 | −2,37 | 234 | 0,00 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 28 798 | −18,51 | 5 628 | −16,45 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 47 842 | 118,98 | 9 349 | 124,57 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 014 | 69,37 | 785 | 73,84 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 1 986 | −0,30 | 388 | 2,37 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 14 506 | 32,94 | 2 835 | 36,32 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 102 140 | 9,78 | 19 960 | 12,72 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 1 864 | 0,43 | 368 | 3,97 | ||||
2025-08-13 | 13F | Alerus Financial Na | 951 | 186 | ||||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 1 067 | 0,38 | 209 | 2,97 | ||||
2025-08-12 | 13F | Picton Mahoney Asset Management | 4 165 | −3,92 | 1 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 45 273 | 17,81 | 8 847 | 20,81 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 136 860 | −60,71 | 26 745 | −59,72 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 1 831 | −15,03 | 358 | −13,14 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 29 872 | 11,45 | 5 838 | 14,27 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74 845 | −9,48 | 14 626 | −7,18 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 3 647 | 0,00 | 713 | 2,45 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 100 530 | −5,63 | 19 646 | −3,24 | ||||
2025-08-08 | 13F | First Western Trust Bank | 3 662 | 0,00 | 716 | 2,58 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 438 | 0,00 | 86 | 2,41 | ||||
2025-08-14 | 13F | Hara Capital LLC | 2 335 | 0,00 | 456 | 2,47 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 1 848 | 361 | ||||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 86 524 | 16,92 | 16 909 | 19,89 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 43 950 | 8 589 | ||||||
2025-08-08 | 13F | Calamos Advisors LLC | 22 435 | 9,96 | 4 384 | 12,76 | ||||
2025-07-16 | 13F | ORG Partners LLC | 5 074 | 397,94 | 1 001 | 418,65 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 1 324 | −8,31 | 259 | −6,18 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 832 | −30,08 | 1 335 | −28,30 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 84 992 | −4,44 | 16 609 | −2,01 | ||||
2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 1 158 | 0,00 | 221 | 0,00 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 10 753 | −3,06 | 2 101 | −0,61 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 1 269 | 0,24 | 248 | 2,90 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27 160 | 6,51 | 5 308 | 9,20 | ||||
2025-07-18 | 13F | Cooper Financial Group | 4 624 | −45,17 | 904 | −43,81 | ||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 13 913 | −1,44 | 2 652 | −4,26 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 9 801 | 26,86 | 1 915 | 30,10 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 6 498 | −10,75 | 1 270 | −8,51 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 11 453 | 0,00 | 2 238 | 2,57 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 274 046 | −2,81 | 54 | 0,00 | ||||
2025-07-15 | 13F | Norden Group Llc | 3 487 | 1,13 | 681 | 3,65 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 607 | −0,86 | 2 659 | 1,68 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 056 | −2,31 | 206 | 0,00 | ||||
2025-08-14 | 13F | Graney & King, LLC | 316 | 0,00 | 62 | 1,67 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Campion Asset Management LLC | 1 638 | −2,96 | 320 | −0,31 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 3 933 | −3,84 | 769 | −1,41 | ||||
2025-08-13 | 13F | Amundi | 44 500 | 7,49 | 8 790 | 15,83 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 359 | 70 | ||||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mason & Associates, LLC | 7 163 | −3,23 | 1 400 | −0,78 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 1 117 | −24,32 | 218 | −22,42 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 116 629 | −20,09 | 22 227 | −20,21 | ||||
2025-08-05 | 13F | Garrison Bradford & Associates Inc | 250 | 0,00 | 49 | 2,13 | ||||
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 | 847 263 | 18,25 | 165 572 | 21,25 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 9 669 | 0,20 | 1 889 | 2,72 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 112 | 217 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5 650 | 3,78 | 1 104 | 6,46 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2 500 | 0,00 | 489 | 2,52 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 996 | 0,00 | 195 | 2,65 | ||||
2025-08-14 | 13F | Sentinus, LLC | 64 062 | 26,64 | 12 519 | 29,85 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 62 742 | −15,61 | 12 261 | −13,47 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 10 441 | −0,21 | 2 040 | 2,31 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4 744 | −0,42 | 927 | 2,21 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 93 | −1,06 | 18 | 5,88 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 101 626 | 7,45 | 19 860 | 10,18 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 5 743 | 0,00 | 1 | 0,00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 21 | 0,00 | 4 | 33,33 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 32 549 | −5,85 | 6 361 | −3,46 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 35 438 | 0,42 | 6 925 | 2,97 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 3 327 | −2,18 | 650 | 0,31 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 24 954 | 214,48 | 4 877 | 222,49 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 228 501 | 200,92 | 44 654 | 208,57 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 23 700 | 5,44 | 4 676 | 16,17 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 64 695 | −18,71 | 12 643 | −16,65 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 1 332 | 0,00 | 260 | 2,77 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 10 191 | 2,14 | 1 991 | 4,73 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 4 450 | 0,00 | 878 | 15,09 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 118 545 | 15,51 | 23 166 | 18,45 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 3 565 | 0,00 | 697 | 2,50 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 2 928 | −4,38 | 572 | −1,89 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 019 527 | 3,43 | 199 236 | 6,06 | ||||
2025-03-18 | 13F | Thoma Capital Management LLC | 60 680 | 11 583 | ||||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 58 585 | −2,25 | 11 449 | 0,23 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 085 | 4,56 | 407 | 7,11 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 662 | 0,00 | 325 | 2,53 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 163 617 | −5,06 | 31 974 | −2,65 | ||||
2025-04-15 | 13F | Collier Financial | 68 | −99,66 | 13 | −99,69 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 108 201 | 29,36 | 21 145 | 32,65 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 7 312 | 48,59 | 1 428 | 52,29 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 120 890 | −2,74 | 23 624 | −0,27 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2 532 | −8,72 | 495 | −6,44 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 27 067 | −2,44 | 5 290 | 0,04 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 1 560 | 10,48 | 305 | 13,01 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 44 550 | −0,10 | 8 706 | 2,44 | ||||
2025-07-31 | 13F | City State Bank | 676 | 0,00 | 132 | 3,13 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 1 403 | 277 | ||||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Wbh Advisory Inc | 9 428 | −5,30 | 1 842 | −2,90 | ||||
2025-08-08 | 13F | Bailard, Inc. | 9 949 | −4,65 | 1 944 | −2,21 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 5 152 | 1 007 | ||||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 4 300 | 840 | |||||
2025-08-14 | 13F | Colony Group, LLC | 518 381 | 25,47 | 101 302 | 28,66 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21 024 | −4,35 | 4 108 | −1,93 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 4 353 | 574,88 | 851 | 596,72 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 106 | −72,62 | 998 | −71,94 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 998 | −53,18 | 1 172 | −51,99 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 10 457 | −0,08 | 2 044 | 2,46 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 504 | −48,40 | 1 857 | −47,12 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 15 555 | 5,95 | 3 040 | 8,65 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 262 | 0,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 373 966 | 795,77 | 73 081 | 818,55 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 77 798 | 0,99 | 15 203 | 3,56 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 1 365 | −1,23 | 267 | 1,14 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6 892 | 0,19 | 1 347 | 2,75 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 120 103 | 1,01 | 23 471 | 3,57 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 17 099 | −0,14 | 3 259 | −2,54 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 047 | 205 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 2 928 155 | 7,92 | 572 222 | 10,66 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 185 | 0,00 | 232 | 2,67 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 8 500 | 0,00 | 1 661 | 2,59 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 72 340 | 11,81 | 14 137 | 14,66 | ||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 19 603 | −12,98 | 3 831 | −10,78 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 35 431 | −20,48 | 6 924 | −18,47 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 16 978 | −1,69 | 3 318 | 0,79 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 7 300 | 0,00 | 1 427 | 2,52 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 1 501 | 0,00 | 295 | 3,15 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 4 705 | 0,00 | 919 | 2,57 | ||||
2025-08-13 | 13F | JT Stratford LLC | 4 701 | −3,81 | 919 | −1,40 | ||||
2025-05-06 | 13F | Mendel Money Management | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Callan Family Office, LLC | 112 198 | −5,78 | 21 926 | −3,39 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 209 974 | 0,99 | 41 033 | 3,56 | ||||
2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 1 388 | −4,14 | 271 | −1,45 | ||||
2025-08-19 | 13F | Cim, Llc | 1 237 | −55,36 | 242 | −54,36 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 37 | 0,00 | 7 | 0,00 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 9 379 | 3,28 | 1 833 | 5,90 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 243 910 | 0,00 | 47 665 | 2,54 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 1 889 | 369 | ||||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 1 475 | 0,00 | 288 | 2,49 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 52 | −88,55 | 10 | −87,95 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 550 255 | 1,69 | 107 531 | 4,27 | ||||
2025-04-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 226 | 0,00 | 44 | 2,33 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 2 964 | −7,81 | 1 | |||||
2025-07-31 | 13F | Planning Center, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 6 335 | 32,81 | 1 238 | 36,08 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 1 149 | 0,00 | 0 | |||||
2025-08-13 | 13F | Truvestments Capital Llc | 100 | 0,00 | 20 | 0,00 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 1 831 | 0,05 | 358 | 2,59 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 5 000 | 0,00 | 977 | 2,63 | ||||
2025-07-08 | 13F | Lpwm Llc | 307 687 | 4,49 | 60 128 | 7,14 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 146 | 17,04 | 615 | 19,92 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 81 | 0,00 | 16 | 0,00 | ||||
2025-07-29 | 13F | Activest Wealth Management | 738 | 0,00 | 144 | 2,86 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 1 651 | −1,08 | 0 | |||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 139 | 0,00 | 223 | 2,30 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95 300 | 38,25 | 18 624 | 41,76 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 10 746 | −0,10 | 2 100 | 2,44 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 424 | 0,00 | 474 | 2,60 | ||||
2025-08-14 | 13F | Betterment LLC | 388 831 | −3,26 | 76 | −1,32 | ||||
2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Brave Asset Management Inc | 13 250 | −0,08 | 2 589 | 2,45 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 1 052 | 0,19 | 206 | 2,50 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 675 | −20,12 | 132 | −18,63 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 584 | 2,53 | 904 | 5,99 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 117 466 | −4,64 | 22 955 | −2,22 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 115 679 | −0,49 | 22 606 | 2,04 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 4 057 | 16,92 | 793 | 19,82 | ||||
2025-08-07 | 13F | Keystone Financial Services | 91 593 | 21,76 | 17 899 | 24,85 | ||||
2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 3 964 | 0,00 | 775 | 2,52 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 7 016 | 17,68 | 1 371 | 20,69 | ||||
2025-08-13 | 13F | Wealthquest Corp | 1 540 | −5,41 | 301 | −3,23 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 14 116 | 64,18 | 2 759 | 68,38 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 722 | 125,17 | 727 | 130,79 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 990 567 | 10,12 | 388 997 | 12,92 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 3 134 | 0,35 | 612 | 2,86 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 19 | 4 | ||||||
2025-07-23 | 13F | Narwhal Capital Management | 93 284 | 0,00 | 18 230 | 2,54 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 20 951 | 41,04 | 4 094 | 44,61 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 22 404 | −0,09 | 4 378 | 2,46 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 20 033 | −9,34 | 3 915 | −7,05 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 5 592 | 1 093 | ||||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2 749 | 2,19 | 537 | 4,88 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 7 439 | 17,87 | 1 454 | 20,88 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 8 399 | 0,00 | 1 641 | 2,56 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 136 | −5,80 | 222 | −3,49 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1 989 | −0,90 | 389 | 1,57 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 56 922 | 3,74 | 11 124 | 6,38 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 17 081 | 1,81 | 3 255 | 1,66 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 2 596 | −0,27 | 507 | 2,42 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 12 436 | 0,00 | 2 430 | 2,53 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 4 525 | −0,02 | 884 | 2,55 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 20 367 | 52,11 | 3 980 | 56,02 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 6 110 | 9,32 | 1 194 | 12,11 | ||||
2025-07-11 | 13F | Thomasville National Bank | 4 150 | −34,99 | 811 | −33,39 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 5 512 | −30,01 | 1 077 | −28,20 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 768 | 21,38 | 932 | 24,47 | ||||
2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 085 | 0,00 | 1 775 | 2,54 | ||||
2025-07-15 | 13F | Harrell Investment Partners, Llc | 1 464 | 29,21 | 286 | 33,02 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 16 883 | 5,20 | 3 299 | 7,88 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 3 995 | 781 | ||||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 3 079 | −3,54 | 602 | −1,15 | ||||
2025-07-16 | 13F/A | CX Institutional | 328 571 | 16,66 | 64 | 20,75 | ||||
2025-08-12 | 13F | Argent Trust Co | 3 381 | 12,85 | 661 | 15,79 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 30 514 | −3,53 | 5 963 | −1,08 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 200 | 0,00 | 39 | 2,63 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 19 977 | 0,25 | 3 899 | 2,79 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 936 | −4,54 | 378 | −2,07 | ||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES | 9 894 | −1,64 | 1 933 | 0,83 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 7 995 | −1,67 | 1 562 | 0,84 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3 303 | 0,12 | 645 | 7,32 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 1 993 | 6,63 | 390 | 10,20 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 25 000 | −7,41 | 4 886 | −5,05 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 3 981 | 0,40 | 778 | 3,05 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 2 610 | −0,08 | 510 | 2,62 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 2 077 | 7,95 | 406 | 10,66 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 5 071 | −1,40 | 991 | 1,02 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 1 226 | 0,00 | 240 | 2,58 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 2 212 | 0,00 | 432 | 2,61 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 130 | 0,00 | 25 | 4,17 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 59 527 | −3,58 | 11 633 | −1,13 | ||||
2025-05-14 | 13F | Luts & Greenleigh Group, Inc | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Peoples Bank /oh | 24 461 | 5,51 | 4 780 | 8,19 | ||||
2025-07-07 | 13F | Trust Co | 170 | 0,00 | 33 | 3,13 | ||||
2025-08-14 | 13F | Clg Llc | 11 821 | 0,27 | 2 310 | 2,85 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 2 079 | 0,43 | 406 | 3,05 | ||||
2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Home Federal Bank Of Tennessee | 391 484 | 0,11 | 76 504 | 2,66 | ||||
2025-08-06 | 13F | Simmons Bank | 1 199 | −1,96 | 234 | 0,43 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 4 423 | −12,45 | 873 | −9,36 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 11 720 | 0,00 | 2 231 | −0,13 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 1 378 | 16,78 | 269 | 20,09 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 150 | 0,00 | 29 | 3,57 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 64 926 | −12,08 | 12 688 | −9,85 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 56 938 | 2,97 | 11 127 | 5,64 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 7 990 | 1 561 | ||||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 8 044 | 3,43 | 1 572 | 6,01 | ||||
2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 7 232 | 106,39 | 1 413 | 111,84 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 1 650 | 322 | ||||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9 212 | 11,36 | 1 800 | 14,21 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 2 816 | 550 | ||||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 020 | 0,00 | 590 | 2,61 | ||||
2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 13 651 | −0,63 | 2 668 | 1,91 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 1 114 | 0,00 | 218 | 2,36 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 27 894 | −26,43 | 5 451 | −24,57 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 11 900 | 0,65 | 2 326 | 3,20 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 7 139 | −7,18 | 1 395 | −4,78 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 17 958 | 3,20 | 3 509 | 5,82 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 711 333 | −3,07 | 139 009 | −0,61 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 6 061 | 20,81 | 1 184 | 23,85 | ||||
2025-08-11 | 13F | Capital Square, LLC | 6 705 | 1,95 | 1 327 | 5,83 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 2 224 | 27,01 | 435 | 30,33 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 31 813 | 704,17 | 6 217 | 725,50 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 85 | 0,00 | 17 | 0,00 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 30 | ||||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 66 099 | 0,28 | 12 917 | 2,83 | ||||
2025-07-24 | 13F | Blair William & Co/il | 38 334 | 0,90 | 7 491 | 3,47 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 136 809 | 5,77 | 26 735 | 8,45 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 131 284 | −46,76 | 25 729 | −45,25 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 27 259 | −1,80 | 5 327 | 0,68 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 5 002 | 0,00 | 977 | 2,52 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 969 | 0,00 | 542 | −4,42 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 169 | −5,74 | 619 | −3,28 | ||||
2025-08-07 | 13F | Allworth Financial LP | 96 915 | −3,81 | 18 939 | 3,24 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 5 345 | 0,00 | 1 045 | 2,55 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 8 324 917 | −2,97 | 1 626 855 | −0,51 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 6 373 | 3,41 | 1 245 | 6,05 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 1 948 | 9,87 | 381 | 12,76 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 1 534 | 0,26 | 300 | 2,75 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 458 | 0,00 | 90 | 2,30 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 232 226 | −0,38 | 45 382 | 2,15 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 091 | 216 | ||||||
2025-08-07 | 13F | King Luther Capital Management Corp | 258 | 6,64 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 008 | 2,77 | 1 760 | 6,41 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 246 849 | 1,87 | 48 239 | 4,45 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 2 143 | 0,00 | 419 | 2,45 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 41 695 | −9,38 | 8 148 | −7,07 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 75 | 0,00 | 15 | 0,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 14 799 | 5,96 | 3 | 0,00 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6 366 | −3,69 | 1 244 | −1,19 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 24 674 | 16,84 | 4 822 | 19,81 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 1 764 | 345 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 4 590 | −49,40 | 1 | −100,00 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 56 553 | 17,15 | 11 052 | 20,12 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 71 | 0,00 | 14 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 300 | −75,47 | 254 | −74,85 | |||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 308 | 59 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 83 350 | 9,37 | 16 288 | 12,15 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 103 | −9,98 | 606 | −7,62 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 7 520 | 247,99 | 1 462 | 286,77 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55 158 | 2,72 | 10 779 | 5,33 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 65 606 | 0,01 | 12 821 | 2,55 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 116 029 | 15,48 | 22 674 | 18,41 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 1 882 | 368 | ||||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 40 126 | 4,07 | 7 841 | 6,72 | ||||
2025-08-11 | 13F | Eq Llc | 10 622 | −85,32 | 2 076 | −84,96 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 53 464 | −0,07 | 10 448 | 2,46 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 77 037 | 17,53 | 15 175 | 21,48 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 17 094 | −8,36 | 3 341 | −6,02 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Sierra Capital LLC | 48 813 | −1,71 | 10 | 0,00 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 4 539 | 2,95 | 887 | 5,60 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 533 | 4,37 | 495 | 6,93 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 6 456 | 0,23 | 1 262 | 2,77 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 9 083 | −0,12 | 1 775 | 2,37 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 6 | 20,00 | 1 | |||||
2025-08-04 | 13F | Spire Wealth Management | 128 043 | −20,63 | 24 206 | −21,27 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 284 | −9,27 | 55 | −6,78 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 233 | 21,76 | 436 | 24,93 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 15 799 | 8,67 | 3 088 | 11,44 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 727 | 97,02 | 0 | |||||
2025-04-03 | 13F | First Citizens Financial Corp | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 5 569 | 100,25 | 1 088 | 105,28 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 2 832 | −0,04 | 554 | 2,60 | ||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 1 223 | 239 | ||||||
2025-07-30 | 13F | Gables Capital Management Inc. | 13 330 | 0,00 | 2 605 | 2,52 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 7 042 | 1 376 | ||||||
2025-07-15 | 13F | Lynch & Associates/in | 3 342 | 0,00 | 653 | 2,67 | ||||
2025-08-04 | 13F | Field & Main Bank | 61 | 0,00 | 12 | 0,00 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 1 266 | 0,00 | 247 | 2,49 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1 104 | 216 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 290 | −4,79 | 1 620 | −2,41 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 1 470 | 0,00 | 278 | −1,07 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 3 151 | 0,00 | 616 | 2,50 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 2 556 | 85,08 | 499 | 89,73 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7 840 | −1,69 | 2 | 0,00 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 263 | 0,00 | 833 | 2,59 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 3 692 | 10,74 | 721 | 13,54 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 18 465 | 3,91 | 3 608 | 6,56 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 1 554 | 0,00 | 304 | 2,36 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 43 446 | 2,09 | 8 490 | 4,69 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 9 460 | −76,66 | 2 | −85,71 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 63 912 | 12 490 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 2 112 895 | 7,80 | 412 902 | 10,54 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 27 565 | −13,73 | 5 387 | −11,55 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 1 229 | 240 | ||||||
2025-08-04 | 13F | Northwest Financial Advisors | 2 014 | 0,00 | 394 | 2,61 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 2 020 | −8,60 | 395 | −6,41 | ||||
2025-08-13 | 13F | Hobbs Wealth Management, LLC | 34 960 | 16,52 | 6 832 | 19,49 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 19 037 | 0,00 | 3 720 | 2,54 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 23 703 | 0,14 | 4 632 | 2,68 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 77 040 | −1,15 | 15 055 | 1,36 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 7 363 | −0,07 | 1 439 | 2,42 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 26 527 | 2,83 | 5 184 | 5,43 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 83 100 | −21,90 | 16 239 | −19,91 | |||
2025-07-31 | 13F | CVA Family Office, LLC | 3 627 | 0,00 | 709 | 2,46 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 18 500 | 6,94 | 3 615 | 9,65 | |||
2025-08-27 | 13F/A | Putney Financial Group LLC | 64 | 0,00 | 13 | 0,00 | ||||
2025-08-07 | 13F | Commerce Bank | 9 984 | −3,88 | 1 951 | −1,41 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 48 656 | 4,32 | 9 759 | 15,06 | ||||
2025-08-07 | 13F | W Advisors, Llc | 26 769 | 3,59 | 5 231 | 6,23 | ||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 182 | 36 | ||||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1 295 | 0,00 | 253 | 2,85 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 560 577 | 3,37 | 109 548 | 6,00 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 277 | 0,00 | 54 | 3,85 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 4 647 | 0,00 | 908 | 2,60 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 3 114 | 6,39 | 608 | 9,16 | ||||
2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Moneywise, Inc. | 1 793 | 350 | ||||||
2025-07-31 | 13F | United Community Bank | 1 792 | 16,74 | 350 | 19,86 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 109 | 0,00 | 21 | 5,00 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 4 150 | 0,00 | 811 | 2,53 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 073 | 168,62 | 600 | 175,23 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 7 097 | −3,26 | 1 387 | 3,20 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 1 713 | 0,35 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 10 099 | 23,82 | 1 974 | 26,96 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 355 | 0,00 | 69 | 2,99 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 40 900 | −75,03 | 7 993 | −74,40 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 144 372 | 0,22 | 28 213 | 2,77 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 51 453 | −2,37 | 10 152 | 1,07 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 3 364 | 2,44 | 657 | 5,12 | ||||
2025-05-15 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 8 025 | 21,08 | 1 568 | 24,15 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 9 545 | 23,24 | 1 865 | 26,36 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 80 444 | 0,91 | 15 720 | 3,48 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 7 421 | 0,00 | 1 450 | 2,55 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Pictet & Cie (Europe) SA | 62 390 | 0,00 | 12 192 | 2,54 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 20 345 | −2,10 | 3 976 | 0,38 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 9 058 | 20,97 | 1 770 | 24,04 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 1 596 | 4,31 | 312 | 6,87 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 330 | 0,00 | 260 | 2,37 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 23 251 | 524,36 | 4 544 | 540,76 | ||||
2025-08-11 | 13F | Birnam Oak Advisors, LP | 10 000 | 0,00 | 1 954 | 2,57 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 98 596 | 15,06 | 19 268 | 17,99 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 2 886 | 64,82 | 564 | 69,07 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 4 753 | 921 | ||||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 1 408 | 0,00 | 275 | 2,61 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 7 725 | −3,93 | 1 510 | −1,50 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 7 029 | 5,02 | 1 374 | 7,69 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6 721 | 13,15 | 1 313 | 15,99 | ||||
2025-08-05 | 13F | Huntington National Bank | 119 521 | −4,47 | ||||||
2025-08-08 | 13F | United Asset Strategies, Inc. | 40 297 | 0,16 | 7 875 | 2,70 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 62 570 | −5,46 | 12 227 | −3,06 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 8 323 | 0,75 | 1 626 | 3,30 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 31 023 | 0,00 | 6 063 | 2,54 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 33 836 | −6,63 | 6 612 | −4,26 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 23 272 | −0,48 | 4 548 | 2,04 | ||||
2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 1 044 | 204 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24 206 | −24,46 | 4 730 | −22,55 | ||||
2025-07-23 | 13F | Sachetta, LLC | 9 452 | −2,64 | 1 847 | −0,16 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 11 622 | −14,33 | 2 271 | −12,15 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 2 018 | 0,00 | 394 | 2,60 | ||||
2025-08-04 | 13F | Atria Investments Llc | 193 306 | 27,13 | 37 776 | 30,36 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1 050 | 204 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 616 663 | −12,94 | 120 508 | −10,73 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 181 803 | 0,13 | 35 528 | 2,68 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 196 493 | −1,05 | 38 813 | 2,56 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 7 460 | 6,83 | 1 472 | 10,60 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 5 513 | 11,42 | 1 077 | 14,33 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 12 572 | −0,29 | 2 457 | 2,21 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3 646 | 713 | ||||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 756 | 0,00 | 148 | 2,08 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 91 300 | 9,60 | 17 842 | 12,39 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 663 926 | 21,58 | 129 844 | 24,65 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 11 879 | 47,77 | 2 321 | 51,50 | ||||
2025-08-12 | 13F | Edgar Lomax Co/va | 20 757 | −0,20 | 4 056 | 2,35 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5 019 | 2,39 | 981 | 4,93 | ||||
2025-08-07 | 13F | S&co Inc | 4 350 | 0,00 | 1 | |||||
2025-08-12 | 13F | Archer Investment Corp | 436 | 4,31 | 85 | 7,59 | ||||
2025-07-01 | 13F | Bush Investment Group, Llc | 13 677 | 4,37 | 2 673 | 7,01 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 9 606 | 11,87 | 1 877 | 14,73 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 101 | −31,27 | 215 | −29,51 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 690 | 3,57 | 2 089 | 6,20 | ||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 1 770 | 16,68 | 346 | 19,38 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 47 755 | 9,68 | 9 116 | 9,86 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 10 637 | −29,01 | 2 079 | −27,22 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 1 554 | 0,00 | 304 | 2,36 | ||||
2025-07-24 | 13F | MA Private Wealth | 7 329 | −38,62 | 1 432 | −37,05 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1 318 | 0 | ||||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 3 204 | 16,09 | 631 | 19,96 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 11 996 | 0,00 | 2 286 | −0,13 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 27 679 | −39,54 | 5 409 | −38,11 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19 987 | 3 906 | ||||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 7 800 | 110,81 | 1 524 | 116,17 | |||
2025-07-17 | 13F | XY Planning Network, Inc. | 1 361 | 266 | ||||||
2025-08-04 | 13F | Human Investing LLC | 1 046 | −18,28 | 204 | −16,05 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 1 885 | 0,37 | 368 | 3,08 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 3 393 | 0,00 | 663 | 2,63 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 2 034 | 4,04 | 397 | 6,72 | ||||
2025-08-11 | 13F | SFI Advisors, LLC | 30 871 | −5,13 | 6 033 | −2,73 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 56 259 | 17,32 | 10 994 | 20,31 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 10 145 | −2,63 | 1 983 | −0,15 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 614 | 23,62 | 2 270 | 26,76 | ||||
2025-08-11 | 13F | Theory Financial Llc | 18 992 | 15,91 | 3 741 | 19,83 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 157 948 | −7,19 | 30 866 | −4,83 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 1 187 | 0,00 | 232 | 2,65 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 36 525 | 1,05 | 7 138 | 3,61 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 6 300 593 | 0,49 | 1 231 262 | 3,04 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 9 525 | −3,00 | 1 861 | −0,53 | ||||
2025-08-12 | 13F | GDS Wealth Management | 2 538 | 8,37 | 496 | 10,99 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 251 862 | 23,02 | 49 219 | 26,15 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2 416 | −0,37 | 472 | 2,16 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 1 068 | 209 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 38 278 | 2,85 | 7 480 | 5,46 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 913 | 0,00 | 178 | 2,30 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5 931 | −1,31 | 1 159 | 1,22 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 7 902 | 1 544 | ||||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 2 909 | 0,00 | 554 | 0,00 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3 240 | 1,31 | 633 | 3,94 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 1 964 | 0,00 | 384 | 2,41 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 361 | 0,00 | 71 | 2,94 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 449 606 | 1,96 | 87 862 | 4,55 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 3 565 | 0,00 | 697 | 16,00 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 10 024 | −0,53 | 1 959 | 1,98 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 1 362 | −3,95 | 266 | −1,48 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 1 116 | −1,93 | 218 | 0,93 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 77 438 | 15,12 | 15 133 | 18,04 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5 720 | 2,64 | 1 142 | 7,53 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 100 | 20 | |||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 63 429 | −0,56 | 12 395 | 1,96 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 6 886 | 1 346 | ||||||
2025-09-03 | 13F | American Trust | 4 126 | 806 | ||||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 2 233 | −2,19 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 36 784 | 1,41 | 7 188 | 3,98 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 23 398 | −2,40 | 4 572 | 13,31 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 2 352 694 | −9,16 | 459 763 | −6,86 | ||||
2025-08-14 | 13F | Sei Investments Co | 39 746 | −1,43 | 7 767 | 1,08 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 1 648 | 0,43 | 322 | 3,21 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 16 433 | −9,19 | 3 211 | −6,87 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 5 272 | −0,83 | 1 005 | −0,99 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 107 | 412 | ||||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 43 455 | 6,93 | 8 494 | 9,67 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 10 948 | −2,37 | 2 139 | 0,09 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 1 302 | 0,00 | 254 | 2,42 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 101 643 | 22,31 | 19 863 | 25,42 | ||||
2025-08-14 | 13F | UBS Group AG | 3 567 406 | 0,24 | 697 142 | 2,79 | ||||
2025-04-11 | 13F | Davis Capital Management | 112 | 0,00 | 21 | 0,00 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 195 | −12,68 | 10 591 | −10,47 | ||||
2025-04-17 | 13F | Columbus Macro, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | HMS Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 525 | −19,56 | 689 | −17,60 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 73 | 0,00 | 0 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 105 038 | −2,97 | 20 527 | −0,50 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 41 | 2,50 | 8 | 0,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 6 426 | −55,98 | 1 256 | −54,87 | ||||
2025-04-30 | 13F | First National Bank & Trust Co Of Newtown | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 24 750 | 1,54 | 4 837 | 4,11 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133 806 | 24,07 | 26 148 | 27,22 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 2 742 | 536 | ||||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 69 798 | 20,42 | 13 971 | 26,48 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 400 | 0,00 | 274 | 2,63 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 1 867 | 0,00 | 365 | 2,54 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12 193 | −0,38 | 2 383 | 2,14 | ||||
2025-08-08 | 13F | Condor Capital Management | 148 489 | 0,27 | 29 018 | 2,82 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 855 | −18,92 | 362 | −16,78 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 54 164 | 12,79 | 10 585 | 15,66 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 82 | −12,77 | 16 | −5,88 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 35 845 | 3,98 | 7 005 | 6,62 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 17 895 697 | 0,67 | 3 497 177 | 3,23 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 5 331 | −0,84 | 10 | 0,00 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 1 034 | 202 | ||||||
2025-08-13 | 13F | Hsbc Holdings Plc | 3 950 | −0,13 | 772 | 2,39 | ||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 239 | 47 | ||||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4 256 | 0,00 | 832 | 2,47 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 360 | 0 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 4 162 | 1,88 | 813 | 4,50 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 14 | 3 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 5 595 | 1 093 | ||||||
2025-05-15 | 13F | Vienna Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 79 624 | 11,93 | 15 560 | 14,77 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 84 671 | 21,81 | 16 546 | 24,90 | ||||
2025-07-23 | 13F | Equitable Trust Co | 31 051 | 2,08 | 6 068 | 4,68 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 234 146 | 0,84 | 45 757 | 3,40 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 1 223 | 5,89 | 241 | 14,76 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 351 | −21,85 | 1 241 | −19,83 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 1 750 | −11,97 | 342 | −9,52 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 714 381 | 20,49 | 139 602 | 23,55 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 2 386 | 0,00 | 466 | 2,64 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2 091 | 0,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 244 | −49,59 | 48 | −45,35 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 951 932 | 6,09 | 186 027 | 8,79 | ||||
2025-07-23 | 13F | Dohj, Llc | 19 800 | 76,72 | 3 554 | 66,42 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 301 | 0,00 | 59 | 1,75 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 11 070 | 0,00 | 2 163 | 2,56 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 98 587 | 0,88 | 19 266 | 3,44 | ||||
2025-04-30 | 13F | First Interstate Bank | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 973 | 0,00 | 581 | 2,47 | ||||
2025-07-18 | 13F | Truist Financial Corp | 639 577 | 28,41 | 124 986 | 31,68 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 379 | 0,00 | 74 | 2,78 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 24 720 | 102,57 | 4 831 | 107,74 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 504 103 | −9,52 | 98 512 | −7,23 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 58 111 | 7,43 | 10 982 | 14,47 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 197 | 1 016 | ||||||
2025-04-24 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 702 | 0,18 | 333 | 2,79 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 14 460 | −5,40 | 2 848 | −2,23 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 27 756 | 47,80 | 5 | 66,67 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 704 | 0,00 | 528 | 2,52 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 41 534 | −1,69 | 8 117 | 0,81 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2 129 | −34,63 | 416 | −32,90 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 378 868 | 18,72 | 73 648 | 22,20 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 9 814 | 10,07 | 1 918 | 12,83 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 38 720 | 3,11 | 7 567 | 5,73 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 530 | −52,97 | 104 | −51,87 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 3 639 | 0,00 | 711 | 2,60 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 18 773 | 0,71 | 3 669 | 3,27 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 2 844 | 0,00 | 556 | 2,40 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 1 134 | 0,00 | 222 | 2,31 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 2 413 | 1,17 | 472 | 3,74 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 1 423 | −37,51 | 278 | −35,80 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 1 267 | −18,89 | 248 | −16,84 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 4 298 | 0,00 | 840 | 2,44 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 694 | −7,43 | 331 | −4,89 | ||||
2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 29 476 | 11,57 | 5 760 | 14,42 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 399 | 0,00 | 78 | 1,32 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 1 026 | 0 | ||||||
2025-07-23 | 13F | Magnolia Capital Management Ltd | 6 460 | −11,63 | 1 | 0,00 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 68 754 | 1,27 | 13 436 | 3,84 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 1 917 | 0,00 | 375 | 2,47 | ||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 84 161 | −1,41 | 16 447 | 1,09 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 80 051 | 4,42 | 15 643 | 7,07 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 000 | −18,92 | 586 | −16,88 | |||
2025-08-01 | 13F | Rossby Financial, LCC | 704 | 5,71 | 138 | 13,22 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 100 | −52,97 | 2 169 | −51,77 | |||
2025-08-14 | 13F | Fortress Financial Group, Llc | 3 646 | 0,00 | 713 | 2,59 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 3 260 | 0,00 | 637 | 2,58 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 967 | 0,00 | 580 | 2,48 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 2 349 | 0,00 | 459 | 2,68 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 10 696 | 0,30 | 2 090 | 2,85 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 14 156 | 6,89 | 2 766 | 9,59 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 34 973 | 4,19 | 7 | 0,00 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 16 000 | −5,88 | 3 127 | −3,49 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 6 142 | 0,66 | 1 200 | 3,27 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 2 033 | 0,00 | 397 | 2,58 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 |