Grundläggande statistik
| Institutionella ägare | 1908 total, 1899 long only, 6 short only, 3 long/short - change of 1,81% MRQ |
| Genomsnittlig portföljallokering | 0.8688 % - change of −3,94% MRQ |
| Institutionella aktier (lång) | 405 718 872 (ex 13D/G) - change of −6,86MM shares −1,66% MRQ |
| Institutionellt värde (lång) | $ 41 961 284 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P 500 Growth ETF (US:IVW) har 1908 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 405,881,903 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 Goldman Sachs Group Inc .
iShares Trust - iShares S&P 500 Growth ETF (ARCA:IVW) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 119,02 / share. Previously, on September 13, 2024, the share price was 93,40 / share. This represents an increase of 27,43% 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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2073 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| 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. | 96 274 | −21,45 | 10 600 | −6,85 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 173 | 0,09 | 349 | 18,71 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 275 590 | 0,41 | 30 342 | 19,10 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 21 142 | 0,00 | 2 328 | 18,60 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 562 | −3,70 | 392 | 14,29 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 3 234 | 0,00 | 356 | 18,67 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21 447 | −0,07 | 2 361 | 18,52 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 66 465 | −1,57 | 7 318 | 16,74 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 35 778 | −1,87 | 3 939 | 16,40 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 32 656 | −22,03 | 3 783 | −4,62 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11 522 | −17,55 | 1 322 | −2,58 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 94 664 | 2,17 | 10 422 | 21,17 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3 725 | 0,00 | 410 | 18,84 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21 474 | −3,15 | 2 364 | 14,87 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 527 | 0,00 | 517 | 29,57 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14 018 | −0,21 | 1 543 | 18,42 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4 437 | 0,02 | 488 | 18,73 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 389 746 | −0,92 | 42 911 | 17,51 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 16 453 | 0,00 | 1 811 | 18,60 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9 632 | −11,11 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 11 434 | −4,75 | 1 275 | 14,45 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 2 995 | 7,31 | 330 | 27,03 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 6 826 | −5,57 | 752 | 11,92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 279 731 | 0,09 | 30 798 | 18,71 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 40 860 | 0,00 | 4 499 | 18,59 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 250 770 | 2,84 | 27 610 | 22,02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 757 | 0,13 | 83 | 18,57 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16 573 | −2,46 | 1 825 | 15,66 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 7 051 | 0,00 | 776 | 18,65 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 232 067 | −3,27 | 25 551 | 14,72 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 6 541 | 0,00 | 720 | 18,62 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 14 166 | 0,25 | 1 560 | 18,92 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 95 473 | 13,55 | 10 512 | 34,69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 626 586 | −5,70 | 179 087 | 11,84 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7 347 | 10,35 | 809 | 30,74 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 3 264 | 0,00 | 359 | 18,87 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 17 119 | 0,00 | 1 885 | 18,57 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 30 150 | 15,16 | 3 320 | 36,58 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 45 330 | −0,17 | 4 991 | 18,39 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 139 624 | −2,83 | 15 373 | 15,24 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 42 733 | 82,42 | 4 705 | 116,38 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 2 950 | 0,00 | 325 | 18,68 | ||||
| 2025-07-24 | 13F | M. Kraus & Co | 3 000 | −3,23 | 330 | 14,98 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 25 249 | −0,43 | 2 780 | 18,05 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 3 120 | 0,00 | 344 | 18,69 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 2 346 | 0,00 | 258 | 18,89 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 55 010 | 0,00 | 6 057 | 18,61 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 12 404 | 0,00 | 1 366 | 18,59 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 101 483 | −1,29 | 11 173 | 17,07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 539 | −82,05 | 59 | −78,78 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 5 716 | 0,05 | 629 | 18,68 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8 846 | −0,84 | 974 | 17,51 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 2 039 | −86,04 | 224 | −83,48 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 032 | 0,00 | 114 | 18,95 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 9 136 | 16,35 | 1 006 | 38,05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 468 852 | −4,48 | 51 621 | 13,29 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2 656 | 292 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 827 | 311 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 958 | 216 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 974 | −2,29 | 977 | 14,15 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 7 839 | 0,00 | 863 | 18,71 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 6 274 | −2,53 | 691 | 15,58 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 992 | 219 | ||||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 096 | −2,25 | 1 552 | 15,92 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 457 | 50 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 28 724 | −6,30 | 3 152 | 10,76 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2 041 | 225 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 256 | 0,00 | 689 | 18,62 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 23 888 | −7,66 | 2 630 | 9,54 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2 391 | −8,29 | 263 | 8,68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 764 | −4,98 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 991 | 219 | ||||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 5 786 | 637 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 37 741 | 1,07 | 4 155 | 19,88 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 112 123 | 0,00 | 12 345 | 8,44 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1 084 | −13,14 | 119 | 3,48 | ||||
| 2025-07-24 | 13F | Krs Capital Management, Llc | 5 222 | 0,00 | 575 | 18,60 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 9 641 | −70,11 | 895 | −72,69 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 2 347 | −36,77 | 258 | −25,00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1 137 915 | 0,63 | 125 284 | 19,35 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 265 975 | −22,96 | 29 284 | −8,62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 17 222 | −6,77 | 1 896 | 10,62 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 12 170 | 5,70 | 1 340 | 25,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 599 847 | 1,88 | 396 | 21,10 | ||||
| 2025-05-09 | 13F | Natural Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20 338 | 435,63 | 2 239 | 536,08 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 22 264 | −7,50 | 2 451 | 9,71 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 283 101 | −44,47 | 31 076 | −34,34 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 250 | 0,00 | 28 | 17,39 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 765 | 0,05 | 855 | 18,61 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 537 | 0,00 | 59 | 20,41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 22 815 | −2,26 | 2 512 | 15,93 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 93 460 | −19,01 | 10 290 | −2,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 34 238 | 5,86 | 3 770 | 25,55 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 30 033 | −5,51 | 3 421 | 14,42 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3 201 | −3,03 | 352 | 15,03 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2 063 | 227 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4 468 | −10,57 | 492 | 6,05 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 1 995 | 220 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 4 305 | 0,00 | 474 | 18,55 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 51 920 | 5 716 | ||||||
| 2025-07-17 | 13F | City Holding Co | 8 967 | 2,61 | 987 | 21,70 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 21 222 | 0,02 | 2 337 | 18,64 | ||||
| 2025-05-09 | 13F | Strategy Asset Managers Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 568 243 | 1,39 | 613 064 | 20,26 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16 852 | −1,51 | 1 855 | 16,81 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 14 150 | −1,24 | 1 558 | 12,99 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160 286 | −2,22 | 17 647 | 15,97 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5 258 | −41,62 | 579 | −30,86 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 5 517 | 56,56 | 607 | 85,63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 403 | 56,53 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 343 062 | −1,13 | 37 771 | 17,26 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11 894 | 187,50 | 1 310 | 240,89 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 1 954 | −22,46 | 215 | −7,73 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7 026 | −0,20 | 774 | 18,38 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 666 | −60,24 | 404 | −52,87 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 237 536 | −0,89 | 26 153 | 17,55 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 3 666 | −0,95 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 3 727 | 0,00 | 382 | 10,43 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 200 | 0,00 | 22 | 22,22 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 30 200 | 3 325 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 2 644 | 0,00 | 291 | 18,78 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2 010 | 0 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2 021 | 223 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 451 445 | 10,68 | 49 704 | 31,27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 182 | 20 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 227 | 0,00 | 25 | 14,29 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 182 086 | −1,41 | 20 048 | 16,93 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 25 489 | −8,76 | 2 806 | 8,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55 212 | 17,76 | 6 082 | 39,70 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 16 888 | −1,00 | 1 859 | 17,44 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 2 436 | 0,00 | 268 | 18,58 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12 323 | 20,60 | 1 357 | 43,90 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 155 | 0,00 | 17 | 21,43 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 377 513 | 0,99 | 41 564 | 19,78 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 11 000 | 0,00 | 1 211 | 18,61 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 97 209 | 10,09 | 10 703 | 30,58 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 18 600 | 192 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 884 | −34,57 | 101 | −20,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 752 | −5,62 | 303 | 11,85 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 6 773 | −0,47 | 746 | 18,07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 61 805 | −8,70 | 6 805 | 8,29 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 42 588 | −2,37 | 4 689 | 15,78 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 3 501 | 0,11 | 385 | 18,83 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 625 | 13,64 | 69 | 33,33 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 4 716 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 2 501 | 0,00 | 275 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 460 | 0,00 | 51 | 19,05 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 10 250 | 0,00 | 1 129 | 18,61 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 6 120 | 0,07 | 674 | 18,69 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 2 007 | 221 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 67 030 | −3,49 | 7 380 | 14,47 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 352 | 0,00 | 369 | 18,65 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30 252 | −4,02 | 3 331 | 13,85 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 5 244 | 0,88 | 581 | 20,33 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 73 568 | 3,08 | 8 100 | 22,25 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 197 901 | −0,38 | 21 789 | 18,14 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3 604 | 397 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 838 | 0,00 | 92 | 19,48 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 15 | −99,20 | 2 | −99,43 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 530 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 3 897 | 0,00 | 429 | 18,84 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 18 056 | −4,61 | 1 988 | 13,09 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2 506 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 97 018 | −1,61 | 10 682 | 16,69 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7 657 | 0,12 | 843 | 18,90 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 29 953 | −5,84 | 3 298 | 11,69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15 547 | 1,05 | 1 712 | 19,82 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 31 310 | 38,07 | 3 455 | 64,13 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3 119 | 0,03 | 343 | 18,69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 151 595 | 3,47 | 16 691 | 22,72 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4 448 | −0,63 | 490 | 17,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 18 628 952 | −1,59 | 2 051 048 | 16,72 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 243 373 | 18,20 | 26 795 | 40,19 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 914 023 | 0,74 | 100 634 | 19,48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 305 691 | 14,21 | 33 657 | 35,46 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4 840 | 0,10 | 527 | 17,63 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 210 897 | 0,00 | 211 | 0,00 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 44 689 | −3,54 | 4 920 | 14,42 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 8 920 | −1,55 | 1 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 7 109 | 0,04 | 783 | 18,66 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 827 | 203 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 62 034 | −0,31 | 6 830 | 18,23 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 20 263 | 0,00 | 2 231 | 18,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 515 263 | −1,93 | 56 730 | 16,31 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2 851 | 314 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 3 288 | 0,00 | 362 | 18,69 | ||||
| 2025-07-18 | 13F | United Bank | 117 779 | −0,86 | 12 967 | 17,58 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 122 | −29,61 | 124 | −16,89 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 770 | 14,39 | 543 | 34,41 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 2 958 | −0,74 | 326 | 17,75 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 5 229 | −2,59 | 576 | 15,46 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 880 | 207 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 53 857 | 1,93 | 5 930 | 20,88 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3 624 | 0,00 | 399 | 14,66 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 177 | −0,62 | 460 | 17,69 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 4 716 | 0,00 | 519 | 18,76 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 173 | 0,00 | 239 | 18,91 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 27 481 | −2,32 | 3 026 | 15,86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 241 399 | −2,47 | 577 | 15,86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 177 494 | −1,57 | 19 542 | 16,74 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 6 023 | 0,00 | 663 | 18,60 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2 500 | −2,34 | 275 | 16,03 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6 283 | 18,97 | 692 | 41,02 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 2 143 | 0,00 | 236 | 18,69 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 12 810 | 10,48 | 1 410 | 31,04 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 283 996 | 9,83 | 31 268 | 30,26 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 898 | 0,00 | 429 | 18,84 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 170 | 1,31 | 349 | 20,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 3 044 | 0,00 | 335 | 18,79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 45 955 | −9,68 | 5 060 | 7,11 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 2 480 | 0,00 | 273 | 18,70 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 40 449 | 0,50 | 3 735 | −8,61 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 300 | 0,00 | 33 | 22,22 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 664 | 0,00 | 183 | 18,83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 221 708 | −1,30 | 24 410 | 17,07 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 3 098 | −4,29 | 341 | 13,67 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7 543 | −8,82 | 830 | 8,21 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 34 | 0,00 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 8 737 | −5,28 | 962 | 12,27 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2 810 | −19,90 | 309 | −4,92 | ||||
| 2025-04-21 | 13F | Riverwater Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Balanced Rock Investment Advisor | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 30 919 | 1,74 | 3 404 | 20,67 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 27 049 | −22,44 | 2 978 | −8,00 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 7 689 | 0,00 | 847 | 18,65 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 68 151 | −7,89 | 7 503 | 9,25 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 4 399 | −1,19 | 484 | 17,19 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7 334 | 6,09 | 807 | 25,90 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 67 490 | −16,07 | 7 431 | −0,46 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 668 | 0,00 | 74 | 17,74 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2 289 | 1,28 | 252 | 20,57 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26 076 | 33,93 | 2 871 | 58,83 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 836 | −10,45 | 312 | 6,48 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 2 300 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 22 404 | −7,98 | 2 467 | 9,12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 31 252 | −4,11 | 3 441 | 13,72 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1 847 | 203 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7 417 | 5,18 | 817 | 24,77 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 120 | −15,17 | 233 | 0,87 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 2 741 | 3,39 | 302 | 22,36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 307 | 0,00 | 474 | 18,80 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | −35 341 | −36,07 | −3 891 | −24,17 | |||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 705 | 10,53 | 408 | 19,71 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 158 908 | −3,47 | 17 496 | 14,49 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 20 365 | 0,17 | 2 242 | 18,81 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 4 684 | −2,09 | 516 | 15,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128 222 | −1,91 | 14 117 | 16,32 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 203 | −9,02 | 1 606 | 6,57 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 3 395 | 0,00 | 374 | 18,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 171 | 349 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 5 426 | 0,00 | 597 | 18,69 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16 891 | −55,28 | 1 860 | −46,95 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 16 035 | 0,31 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54 137 | −4,37 | 5 960 | 13,42 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 483 | 0,00 | 714 | 18,64 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 263 378 | 1,12 | 139 098 | 19,93 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 54 753 | 6,97 | 6 028 | 26,88 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5 414 | 58,72 | 596 | 88,61 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3 751 | 0,00 | 413 | 18,68 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 022 | 8,48 | 993 | 28,63 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 10 373 | −8,07 | 1 142 | 9,07 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34 365 | −2,64 | 3 784 | 15,48 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 489 | −17,48 | 384 | −2,04 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 925 | 16,81 | 322 | 38,79 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 10 | 0,00 | 1 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 567 | 268,18 | 62 | 342,86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5 992 | 13,38 | 660 | 34,49 | ||||
| 2025-07-16 | 13F | American National Bank | 854 | 0,00 | 94 | 18,99 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10 937 | 0,00 | 1 015 | 0,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 50 981 | −0,91 | 5 613 | 17,55 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 121 | 0,00 | 13 | 18,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 560 084 | −3,14 | 61 665 | 14,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 264 657 | 6,59 | 29 139 | 26,42 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 13 366 | −0,19 | 1 472 | 18,34 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 355 | −13,20 | 39 | 2,63 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 2 779 | 0,00 | 306 | 18,68 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 775 | −34,19 | 746 | −21,99 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 5 536 | 0,00 | 610 | 18,71 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4 657 | −0,45 | 513 | 17,97 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 27 829 | −38,17 | 3 033 | −27,43 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 8 467 | −1,29 | 932 | 17,09 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 175 732 | −40,70 | 19 348 | −29,66 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 5 894 | 0,00 | 649 | 18,46 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 11 568 | −4,67 | 1 318 | 16,96 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 32 297 | −3,51 | 3 556 | 14,42 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 5 467 | 78,37 | 602 | 111,62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2 136 | 235 | ||||||
| 2025-08-11 | 13F | Intrust Bank Na | 25 804 | 0,00 | 2 841 | 18,62 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36 431 | −34,88 | 4 011 | −22,75 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 961 | −20,12 | 106 | −5,41 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 65 | 96,97 | 7 | 133,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 073 | 559 | ||||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 34 026 | 0,64 | 3 746 | 19,38 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 6 984 | −0,61 | 769 | 17,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 92 584 | −10,49 | 10 193 | 6,17 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18 511 | −0,03 | 2 038 | 21,82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 51 858 | −3,25 | 5 710 | 14,75 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2 890 | 0,00 | 268 | −8,53 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11 006 | −1,80 | 1 212 | 16,44 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 16 977 | −2,09 | 1 869 | 16,16 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 25 240 | −3,98 | 2 779 | 13,85 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 609 | −6,72 | 397 | 1,28 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4 916 | 541 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 814 | 0,00 | 200 | 18,45 | ||||
| 2025-08-12 | 13F | Prudential Plc | 8 700 | 958 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 5 771 | 0,00 | 635 | 18,69 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1 907 | 210 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 1 019 483 | −0,78 | 112 245 | 17,68 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 14 768 | 42,48 | 1 681 | 79,59 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 8 771 | 12,20 | 966 | 33,10 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25 835 | 65,77 | 2 844 | 96,68 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 10 344 | 0,00 | 1 139 | 18,54 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32 388 | −2,35 | 3 566 | 15,82 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 4 449 | 0,11 | 490 | 18,69 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 035 | −41,11 | 1 325 | −30,15 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 708 995 | 329,47 | 188 160 | 409,37 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 3 270 | 0,00 | 360 | 18,81 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2 581 | 0,08 | 284 | 18,83 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8 880 | −4,52 | 978 | 16,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 605 | −0,05 | 1 498 | 18,53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 49 | 0,00 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 2 509 | −1,06 | 276 | 17,45 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 807 | −30,01 | 89 | −17,76 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1 928 | −25,99 | 212 | −12,03 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 2 129 | 0,00 | 234 | 14,71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 480 | −37,95 | 163 | −26,70 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 168 | 0,00 | 129 | 18,52 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 73 400 | 3,38 | 8 081 | 22,63 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13 534 | −13,15 | 1 490 | 3,04 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 838 | 0,00 | 92 | 19,48 | ||||
| 2025-07-24 | 13F | Conning Inc. | 86 310 | 94,37 | 9 503 | 130,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 632 317 | −7,07 | 69 618 | 10,22 | ||||
| 2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 624 | −15,69 | 729 | 0,00 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 25 401 | 6,21 | 2 797 | 25,95 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3 053 | 9,62 | 289 | −0,69 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 3 964 | 0,00 | 436 | 18,80 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 31 603 | −6,07 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 45 212 | −11,32 | 5 017 | 6,02 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 369 | 0,04 | 261 | 18,72 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 292 831 | −8,39 | 32 241 | 8,65 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 173 949 | −5,30 | 19 152 | 12,32 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 669 | 0,00 | 514 | 18,71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3 198 | 1 986 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 12 200 | 234,52 | 1 343 | 297,34 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7 108 | −6,73 | 783 | 10,61 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8 205 | 0,00 | 903 | 18,66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 144 551 | −4,65 | 15 915 | 13,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 418 138 | 6,39 | 376 337 | 26,18 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 279 446 | −8,06 | 250 967 | 9,05 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 5 196 | 16,32 | 572 | 38,50 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 18 505 | 0,02 | 2 037 | 18,64 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 3 536 | 0,00 | 389 | 18,60 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 602 015 | 5,22 | 66 282 | 24,79 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11 641 | 1,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 19 979 | 5,38 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 2 472 | 0,00 | 272 | 18,78 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 448 | −1,70 | 159 | 16,91 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 62 125 | −1,28 | 6 840 | 17,09 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 19 465 | −3,48 | 2 143 | 14,48 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 30 094 | −6,96 | 3 313 | 10,36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 346 573 | 61,55 | 38 157 | 92,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 399 | −4,85 | 705 | 12,82 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 12 445 | 0,05 | 1 419 | 22,96 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 30 844 | 67,22 | 3 396 | 98,31 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 189 | −0,77 | 681 | 17,82 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9 178 | 0,09 | 1 010 | 18,68 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 722 | 0,00 | 188 | 17,61 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9 969 | −0,56 | 1 098 | 17,96 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 475 910 | 3,38 | 52 398 | 22,61 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 11 376 | −2,33 | 1 252 | 15,82 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 142 314 | 12,23 | 16 257 | 36,23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25 661 | −4,26 | 2 825 | 13,55 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 4 031 | 0,00 | 444 | 18,45 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 725 | 13,03 | 1 071 | 34,09 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 396 | 0,00 | 44 | 19,44 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 2 902 | −1,53 | 320 | 16,85 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3 431 | −19,82 | 378 | −5,04 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 4 953 | 0,04 | 545 | 18,74 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20 975 | −14,88 | 2 309 | 0,96 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 754 | 0,00 | 83 | 20,29 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 148 112 | −0,65 | 16 307 | 17,84 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 120 660 | 9,22 | 13 285 | 29,54 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 14 852 | 20,36 | 1 635 | 42,79 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 498 | 29,70 | 495 | 54,21 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19 545 | −2,43 | 2 152 | 15,71 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4 372 | 0,00 | 481 | 18,77 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2 031 | 69,39 | 224 | 100,90 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 10 856 | 0,00 | 1 195 | 18,67 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2 388 | −0,38 | 263 | 18,02 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 6 172 | −50,60 | 680 | −41,42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 56 424 | −11,86 | 6 212 | −4,42 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 2 548 | −22,81 | 281 | −8,50 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 4 660 | 0,52 | 513 | 19,30 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 35 033 | −4,23 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 192 | 0,09 | 241 | 18,72 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 47 560 | −1,52 | 5 236 | 16,80 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 507 | 3,24 | 1 054 | 26,68 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8 451 | 930 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11 639 | 1,08 | 1 326 | 24,06 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8 166 | 1,38 | 899 | 20,35 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 034 | 224 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 39 102 | −3,01 | 4 305 | 15,05 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 28 843 | −18,22 | 3 176 | −3,02 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 1 857 | −17,54 | 204 | −2,39 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 10 744 | 0,69 | 1 183 | 19,39 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 337 | −26,42 | 37 | −11,90 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 83 032 | 8,14 | 9 142 | 28,26 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 11 204 | 0,00 | 1 234 | 18,56 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 196 354 | 19,00 | 21 619 | 41,14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 2 844 | 7,73 | 313 | 27,76 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 27 196 | −4,26 | 2 994 | 13,58 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 200 | 0,00 | 352 | 18,52 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 39 005 | −21,12 | 4 294 | −6,45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 10 645 | 0,00 | 1 172 | 18,62 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6 579 | 724 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3 442 | 18,28 | 379 | 40,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 24 751 | 0,89 | 2 725 | 19,68 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 7 349 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 152 294 | 22,23 | 16 768 | 44,97 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 5 280 | 0,00 | 581 | 18,57 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 117 123 | 0,88 | 12 895 | 19,65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10 356 | 1 140 | ||||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 3 441 | 0,00 | 379 | 18,50 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 129 376 | −1,00 | 14 | 16,67 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11 561 | 15,12 | 1 273 | 36,48 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 261 512 | −76,97 | 28 793 | −72,68 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 400 | 44 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 220 | 0,00 | 24 | 20,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36 349 | 81,09 | 4 002 | 114,81 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 244 848 | 1,02 | 26 958 | 19,82 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 936 | 0,00 | 323 | 18,75 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 091 | 340 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 206 510 | −43,99 | 22 737 | −34,05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 347 | 148 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15 754 | −16,35 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 71 899 | −1,38 | 8 | 16,67 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 11 916 | −8,30 | 1 312 | 8,79 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 840 | 3,87 | 635 | −5,09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40 877 | 0,00 | 4 501 | 18,61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 532 183 | −14,99 | 58 593 | 0,83 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 35 762 | −16,51 | 3 937 | −0,98 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 3 033 | −2,16 | 334 | 16,03 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 20 500 | 0,00 | 2 257 | 18,60 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 80 794 | 22,74 | 8 895 | 45,58 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 264 520 | −1,77 | 29 124 | 16,51 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 100 300 | −41,52 | 11 432 | −28,20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 169 491 | −0,15 | 18 661 | 18,42 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 669 | 0,00 | 68 | 0,00 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 9 055 | −3,28 | 997 | 14,61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 727 471 | −1,48 | 80 095 | 16,85 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 171 070 | 8,19 | 128 935 | 28,31 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 7 938 | −0,14 | 874 | 18,45 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26 462 | 262,69 | 2 456 | 231,89 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 17 484 | −15,63 | 1 925 | 0,05 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 11 925 | 0,00 | 1 313 | 18,52 | ||||
| 2025-08-12 | 13F | Bank OZK | 4 279 | −6,43 | 471 | 11,08 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 37 700 | 4 151 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46 438 | 0,35 | 5 113 | 19,02 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3 196 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 80 422 | −0,46 | 8 854 | 18,05 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 234 | 0,00 | 26 | 19,05 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 17 826 | −53,47 | 1 963 | −44,83 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 175 | 8,84 | 460 | 28,93 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12 233 | −76,49 | 1 351 | −72,50 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 8 595 | −27,49 | 946 | −14,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 431 | 0,02 | 1 148 | 18,60 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17 688 | 64,45 | 1 947 | 95,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 414 | 1 367 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 12 094 | −18,56 | 1 332 | −3,41 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6 061 | −1,38 | 563 | −9,94 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4 638 | 0,00 | 511 | 18,60 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 7 575 | −0,33 | 834 | 18,16 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 49 551 | −14,53 | 5 456 | 11,97 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 293 141 | −6,99 | 32 275 | 10,32 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 175 | −5,53 | 790 | 11,91 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 14 850 | 0,00 | 1 635 | 18,58 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 9 421 | −11,04 | 1 037 | 5,49 | ||||
| 2025-08-14 | 13F | Acas, Llc | 61 680 | −2,44 | 7 134 | 17,80 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 13 021 | −34,94 | 1 434 | −22,83 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 125 732 | 5,84 | 13 843 | 25,54 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8 302 | 3,75 | 914 | 23,18 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 777 | −81,58 | 306 | −78,20 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 4 135 | 0,00 | 455 | 18,80 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 171 | −61,67 | 129 | −54,77 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4 753 | 0,00 | 523 | 18,59 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 946 | −15,56 | 434 | 0,23 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 4 080 | 0,10 | 449 | 18,78 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 814 | 0,00 | 420 | 18,36 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 6 101 | 0,00 | 672 | 18,55 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6 079 | −40,38 | 1 662 | 75,69 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 118 943 | 11,13 | 13 096 | 31,81 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 117 390 | −0,18 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 51 917 | 3,39 | 5 716 | 22,63 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 9 736 | 0,00 | 1 072 | 18,60 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 655 | −1,96 | 2 164 | 16,34 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2 835 | 312 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32 892 | −7,09 | 3 621 | 10,19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26 065 | −10,47 | 2 870 | 6,18 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 286 | −0,87 | 362 | 17,59 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 257 | −15,05 | 248 | 0,81 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 799 | 7,94 | 3 281 | 28,02 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 110 090 | −0,96 | 12 121 | 17,46 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17 422 | −4,44 | 1 918 | 13,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2 342 | 2,99 | 258 | 21,80 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2 771 | −59,34 | 305 | −51,74 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 710 137 | 11,94 | 78 186 | 32,76 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 128 432 | −3,56 | 14 140 | 14,38 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 77 458 | −3,37 | 8 528 | 14,62 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 78 363 | −8,39 | 8 628 | 8,65 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 16 294 | 0,00 | 1 794 | 18,58 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 25 954 | −0,33 | 2 409 | −8,85 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 4 277 | 0,07 | 471 | 18,69 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 47 166 | −50,00 | 5 193 | −40,62 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 51 678 | 0,95 | 5 690 | 19,72 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4 923 | 5,17 | 457 | −3,79 | ||||
| 2025-08-04 | 13F | Balentine LLC | 874 | 0,00 | 96 | 18,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 405 | 5,51 | 1 146 | 25,14 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 098 355 | −10,57 | 120 929 | 6,07 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 3 206 | −21,56 | 353 | −7,12 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 8 457 | 0,00 | 931 | 18,60 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 509 | 28,84 | 607 | 53,03 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 072 | 0,00 | 558 | 18,72 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 929 | −4,65 | 1 204 | 13,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 291 567 | 1,14 | 32 102 | 19,95 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 35 375 | −9,36 | 3 895 | 7,51 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 555 | 0,00 | 61 | 19,61 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21 756 | −0,06 | 2 395 | 18,56 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 10 629 | −0,21 | 1 170 | 18,42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40 423 | 47,18 | 4 451 | 74,58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 42 710 | −1,64 | 4 702 | 16,65 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6 305 | −3,37 | 694 | 14,71 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 191 498 | −15,09 | 21 084 | 0,71 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 17 082 | −0,44 | 1 881 | 18,09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 164 750 | −0,10 | 18 139 | 18,48 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 27 636 | 3 043 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31 442 | 9,74 | 3 462 | 30,16 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 795 | 15,14 | 1 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 062 | −30,59 | 2 429 | −17,69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3 739 | −1,84 | 412 | 16,43 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 234 | 0,00 | 26 | 19,05 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 425 | −55,59 | 49 | −45,45 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 32 539 | −4,15 | 3 583 | 13,68 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 47 416 | −9,85 | 5 220 | 6,92 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 2 689 | 0,00 | 296 | 18,88 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 7 143 | 0,11 | 786 | 18,73 | ||||
| 2025-07-24 | 13F | Eastern Bank | 37 368 | −6,55 | 4 114 | 10,83 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6 321 | −28,88 | 696 | −13,45 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 7 157 | 0,11 | 788 | 18,70 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 731 049 | −0,50 | 80 488 | 18,01 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 31 066 | 0,00 | 3 420 | 18,63 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 200 | 0,00 | 2 224 | 18,61 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7 635 | 0,00 | 873 | 21,45 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 97 490 | 3,60 | 10 734 | 22,87 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 1 931 | 213 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 8 448 | −34,07 | 930 | −21,78 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 66 514 | 0,00 | 7 323 | 18,61 | ||||
| 2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6 088 | 0,00 | 670 | 18,58 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 18 640 | 0,00 | 2 052 | 18,61 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 151 419 | −8,60 | 16 671 | 8,40 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 152 306 | −41,72 | 16 769 | −30,87 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 709 | −1,26 | 518 | 17,19 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 689 | 0,00 | 406 | 18,71 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 1 280 | 0,00 | 141 | 18,64 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 11 408 | −24,65 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 7 368 | 0,00 | 811 | 18,74 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 19,40 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 13 675 | 0,12 | 1 506 | 18,78 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 9 056 | 0,00 | 997 | 18,69 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 9 507 | 0,00 | 1 047 | 18,59 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 4 717 | 0,00 | 519 | 18,76 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 865 | 0,00 | 646 | 18,57 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23 769 | 84,46 | 2 617 | 118,73 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 570 | 283 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 60 403 | 0,81 | 6 650 | 19,58 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11 905 | −4,78 | 1 311 | 12,93 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 130 769 | −13,54 | 14 398 | 2,54 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 264 132 | −2,09 | 24 519 | −10,48 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 79 607 | 6,74 | 8 765 | 26,59 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 471 | 0,21 | 52 | 23,81 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 9 580 | 55,02 | 1 055 | 83,94 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5 291 | 51,21 | 583 | 79,63 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 996 | 0,00 | 110 | 18,48 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15 448 | −1,84 | 1 701 | 16,44 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 97 659 | 193,91 | 10 752 | 248,64 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 38 834 | 3,54 | 4 276 | 22,81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 452 | 0,00 | 50 | 16,67 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6 686 | −0,15 | 736 | 18,52 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 5 594 | 0,00 | 616 | 18,50 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 832 | 0,00 | 202 | 18,24 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 5 706 | 0,00 | 628 | 18,71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 048 050 | −3,58 | 225 490 | 14,36 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | −22 820 | −41,26 | −2 512 | −30,34 | |||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 770 011 | 11 334,67 | 7 | −99,04 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 7 610 | 0,00 | 838 | 18,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 50 876 | 51,95 | 5 601 | 80,21 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 12 230 | −4,51 | 1 347 | 13,30 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51 561 | 0,59 | 5 677 | 19,29 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 8 357 | 101,23 | 920 | 138,96 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 207 | 353 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 333 902 | 0,42 | 367 | 19,16 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2 045 | 225 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 999 | 440 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 71 395 | −37,05 | 7 861 | −25,34 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9 219 | 0,09 | 1 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 5 801 | 0,00 | 639 | 18,59 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 16 500 | 1 817 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 11 446 | 59,64 | 1 260 | 89,47 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 904 | −18,08 | 320 | −3,04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 095 | −1,67 | 1 332 | 16,65 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8 805 | 15,16 | 969 | 36,67 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 396 123 | 7,64 | 37 493 | −2,22 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 3 099 | 0,00 | 341 | 18,82 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19 063 | 2,95 | 2 099 | 22,12 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2 373 | 241 | ||||||
| 2025-08-05 | 13F | Navalign, LLC | 3 063 | −7,80 | 337 | 9,42 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19 068 | −15,68 | 2 099 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 67 004 | −61,60 | 7 377 | −54,45 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 55 668 | −2,63 | 6 129 | 15,51 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 4 476 | −1,93 | 493 | 16,31 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 22 617 | 0,00 | 2 490 | 18,63 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 53 522 | 12,07 | 5 893 | 32,91 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 180 | 0,00 | 130 | 18,35 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3 456 | 0,00 | 381 | 18,75 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 445 816 | −6,84 | 49 084 | 10,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 193 687 | 1 093,98 | 23 892 | 1 487,44 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 30 057 | −1,02 | 2 790 | −9,50 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 36 653 | 0,00 | 4 035 | 18,61 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3 123 | −0,10 | 344 | 18,28 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9 592 | 1 056 | ||||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31 130 | −0,05 | 3 427 | 18,54 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2 781 | 282 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 96 647 | −35,29 | 10 641 | −23,25 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 29 667 | 31,15 | 3 | 50,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4 499 | −4,76 | 495 | 13,01 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 13 879 | −41,25 | 1 528 | −30,32 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2 499 | −6,82 | 275 | 10,89 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 341 | 42,48 | 258 | 69,08 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 11 750 | 34,29 | 1 294 | 59,24 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 9 522 | 0,00 | 1 048 | 18,69 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 10 009 | 0,00 | 1 102 | 18,51 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 425 | 0,08 | 269 | 28,85 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 124 574 | −4,16 | 13 716 | 13,67 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 112 782 | 6,27 | 12 417 | 26,05 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 10 342 | 1 139 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 160 919 | −25,09 | 17 717 | −11,16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 861 | −0,81 | 645 | 17,70 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 497 | 11,69 | 55 | 31,71 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 3 265 | −0,03 | 360 | 18,48 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 163 647 | −0,51 | 18 018 | 18,00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20 291 | −3,83 | 2 234 | 14,10 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 4 488 | 0,00 | 417 | 0,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 43 682 | 12,52 | 4 809 | 33,47 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 74 867 | 2,61 | 8 243 | 21,69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 4 388 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 838 | 202 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9 601 | −5,18 | 1 057 | 2,82 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 2 360 | −2,88 | 260 | 15,11 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 3 629 | 0,00 | 400 | 18,75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 875 636 | 5,43 | 206 508 | 25,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 070 | 0,97 | 2 320 | 19,72 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2 404 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 083 991 | −1,94 | 119 347 | 16,31 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 16 677 | −3,63 | 1 836 | 14,32 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 121 681 | 0,01 | 13 397 | 18,62 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6 700 | −0,16 | 738 | 18,49 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 827 | 6,75 | 421 | 26,81 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 16 358 | −2,22 | 1 801 | 15,97 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 6 846 | −10,71 | 754 | 5,91 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 13 655 | −0,98 | 1 503 | 17,42 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 612 | 0,00 | 67 | 19,64 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 2 485 | 274 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 70 708 | −0,37 | 7 785 | 18,46 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 312 922 | −0,68 | 34 453 | 17,80 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14 696 | 0,01 | 1 618 | 18,62 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 15 556 | −2,66 | 1 713 | 15,44 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17 044 | 2,90 | 1 877 | 22,06 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 16 509 | 0,01 | 1 818 | 18,60 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 3 592 | 0,06 | 396 | 18,62 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 431 | 0,00 | 268 | 18,67 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 419 087 | −22,80 | 47 918 | −5,60 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 185 | −2,81 | 351 | 15,13 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2 209 | −8,79 | 243 | 8,48 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13 007 | −2,87 | 1 432 | 15,21 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 79 056 | −11,01 | 8 704 | 5,55 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0,00 | 12 | 22,22 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2 638 | 0,00 | 290 | 18,85 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 6 324 | 0,00 | 696 | 18,57 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 30 828 | 139,79 | 3 394 | 184,49 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 15 475 | −1,23 | 1 704 | 17,13 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 9 979 | 0,00 | 1 106 | 33,62 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 65 517 | 2,46 | 7 213 | 21,51 | ||||
| 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 | 452 062 | −10,60 | 49 772 | 6,04 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 008 | 0,00 | 111 | 18,28 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7 096 | 0,00 | 781 | 18,69 |
