Grundläggande statistik
Institutionella ägare | 1908 total, 1899 long only, 6 short only, 3 long/short - change of 1,97% MRQ |
Genomsnittlig portföljallokering | 0.8693 % - change of −6,21% MRQ |
Institutionella aktier (lång) | 405 718 872 (ex 13D/G) - change of −6,29MM shares −1,53% 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 15, 2025 is 120,15 / share. Previously, on September 16, 2024, the share price was 93,11 / share. This represents an increase of 29,04% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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
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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. | 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 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 691 656 | 4,13 | 76 151 | 23,50 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 174 383 | −5,23 | 19 200 | 12,40 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 125 | 14 | ||||||
2025-08-08 | 13F | Arvest Bank Trust Division | 13 527 | −89,57 | 1 489 | −87,63 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 2 843 | 0,00 | 313 | 19,01 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 251 213 | −8,65 | 27 659 | 8,34 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 114 678 | −7,67 | 13 | 9,09 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 128 060 | −4,22 | 124 | 13,76 | ||||
2025-07-31 | 13F | Pullen Investment Management, LLC | 3 428 | 0,00 | 377 | 18,55 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 82 846 | 8,05 | 9 121 | 28,16 | ||||
2025-08-07 | 13F | Midwest Trust Co | 51 631 | 5 685 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4 387 | 2 093,50 | 483 | 2 583,33 | ||||
2025-07-10 | 13F | Security National Bank | 14 730 | 35,99 | 1 622 | 61,29 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 169 | −6,19 | 679 | 11,31 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 2 619 | 0,00 | 288 | 18,52 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 44 590 | 10,99 | 4 909 | 31,64 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 26 077 | −4,02 | 2 871 | 13,84 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 15 715 | 7,83 | 1 730 | 27,96 | ||||
2025-07-24 | 13F | Lee Financial Co | 364 405 | 2,02 | 40 121 | 21,00 | ||||
2025-06-03 | 13F | Invst, LLC | 141 699 | −40,62 | 13 154 | −45,71 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 45 376 880 | −5,62 | 4 995 995 | 11,94 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 83 883 | −1,46 | 9 236 | 16,87 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 481 | 0,00 | 53 | 18,18 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 237 | 10,40 | 356 | 30,88 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 4 493 | 0,00 | 495 | 18,47 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 3 601 | 0,08 | 396 | 18,56 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 733 202 | −9,05 | 80 726 | 7,87 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 1 691 | −17,83 | 186 | −2,62 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 4 850 | 90,79 | 534 | 126,81 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 12 244 | 28,05 | 1 348 | 51,97 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 29 167 | 0,00 | 3 211 | 18,62 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 9 579 | −23,05 | 1 055 | −8,74 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 216 246 | 0,98 | 23 809 | 19,76 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 32 836 | −0,28 | 3 615 | 18,29 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 635 921 | −0,21 | 70 015 | 18,36 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 18 009 | −1,05 | 1 983 | 17,35 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0,00 | 74 | −8,64 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6 445 | 3,07 | 710 | 22,24 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 252 044 | −12,83 | 27 750 | 3,39 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 2 695 | 0,00 | 297 | 18,40 | ||||
2025-08-04 | 13F | Assetmark, Inc | 149 419 | 13,88 | 16 451 | 35,08 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 2 200 | 0 | ||||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 5 200 | 0,00 | 573 | 18,67 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 94 128 | −1,30 | 10 363 | 17,07 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 442 922 | −10,38 | 48 766 | 6,29 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 746 387 | −16,28 | 412 477 | −0,70 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 108 989 | −21,95 | 12 000 | −7,44 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 221 825 | −10,09 | 24 423 | 6,63 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 82 | 0,00 | 9 | 28,57 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 3 395 | 355 | ||||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 8 955 | 76,98 | 986 | 110,02 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 642 | 0,00 | 71 | 18,64 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 276 164 | 7,20 | 30 406 | 27,15 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 2 146 | 236 | ||||||
2025-08-28 | 13F | Stark Wealth Management LLC | 46 680 | 4 841 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 13 973 | 21,59 | 1 538 | 44,28 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 108 564 | −14,40 | 11 953 | 1,52 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 4 107 | 0,00 | 381 | −8,41 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 22 045 | −8,82 | 2 427 | 8,16 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2 405 | 3,57 | 265 | 22,79 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 4 724 | 0,08 | 520 | 18,72 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9 958 | 1 096 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 61 204 | −5,32 | 6 738 | 12,28 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 370 567 | −7,37 | 40 799 | 9,87 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 386 | 4,25 | 373 | 23,59 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7 857 | 22,65 | 865 | 45,62 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 7 228 | −0,45 | 796 | 17,95 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 25 104 | 15,93 | 2 764 | 37,46 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 57 768 | −4,70 | 6 580 | 16,94 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8 753 | −6,31 | 1 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 35 590 | −0,07 | 3 918 | 18,51 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 292 743 | 7,89 | 32 231 | 27,96 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 4 658 | −1,08 | 513 | 17,16 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 2 625 | −21,24 | 289 | −6,47 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 46 875 | 0,26 | 5 161 | 18,89 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 32 416 | 1,03 | 3 569 | 19,85 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 10 598 | −14,28 | 1 167 | 1,66 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 29 277 | −2,70 | 3 223 | 15,40 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 3 234 | −0,37 | 356 | 18,27 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 248 054 | −0,49 | 27 311 | 18,02 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 106 937 | −0,91 | 11 774 | 17,52 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 181 | −83,40 | 681 | −80,32 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Capital Advantage, Inc. | 11 693 | −74,68 | 1 287 | −72,55 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 104 572 | −0,66 | 11 513 | 17,83 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 2 072 | 228 | ||||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 3 586 | −8,47 | 395 | 8,54 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 68 138 | 0,64 | 7 502 | 19,36 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2 494 | 0,08 | 275 | 18,61 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 57 924 | 0,66 | 6 377 | 19,40 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 116 304 | −1,49 | 12 805 | 16,84 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 25 620 | −33,69 | 2 821 | −21,36 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 206 911 | −1,14 | 22 781 | 17,25 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 78 336 | −13,01 | 8 625 | 3,17 | ||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Baron Wealth Management LLC | 28 784 | 0,09 | 3 169 | 18,73 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8 811 | 0,00 | 970 | 18,73 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 193 | −0,50 | 572 | 17,98 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 35 534 | 6,94 | 3 912 | 26,85 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 87 279 | 1,31 | 8 102 | −7,36 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 10 695 | 0,27 | 1 178 | 18,89 | ||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 1 850 | 204 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54 546 | 21,68 | 6 006 | 42,98 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 321 673 | −0,40 | 35 417 | 18,14 | ||||
2025-08-12 | 13F | Bokf, Na | 321 034 | −7,58 | 35 346 | 9,62 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fortis Capital Management LLC | 2 306 | −37,10 | 254 | −25,59 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 536 | 24,52 | 720 | 47,64 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 6 729 | 14,56 | 625 | 4,70 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1 994 | 219 | ||||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 13 350 | 26,48 | 1 470 | 50,05 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 45 243 | −1,58 | 4 981 | 16,73 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3 164 | 0,70 | 348 | 22,11 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 7 645 | 6,18 | 844 | 26,35 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 20 253 | −0,25 | 2 230 | 18,31 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 894 | 0,00 | 209 | 18,86 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 603 | 0,12 | 176 | 18,92 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 176 037 | −21,53 | 19 382 | −6,93 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 228 223 | 11,60 | 25 127 | 32,37 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 20 182 | −0,90 | 2 | 100,00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17 451 | 27,24 | 1 921 | 50,90 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 1 860 | 205 | ||||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 49 231 | 0,00 | 5 420 | 18,63 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 11 808 | −54,81 | 1 300 | −46,39 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 136 599 | −24,95 | 15 040 | −10,99 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 13 492 | 0,01 | 1 | 0,00 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 17 599 | −8,97 | 1 938 | 7,97 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 16 011 | −1,48 | 1 763 | 16,84 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 170 984 | 0,00 | 15 872 | 0,00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21 258 | 0,83 | 2 341 | 19,51 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4 990 | 52,13 | 549 | 80,59 | ||||
2025-07-16 | 13F | Novem Group | 9 396 | 300,51 | 1 034 | 376,50 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4 241 | −2,30 | 467 | 15,92 | ||||
2025-08-13 | 13F | Kilter Group LLC | 147 983 | −7,37 | 16 293 | 9,87 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 3 000 | 0,00 | 330 | 18,71 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 1 292 | 142 | ||||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 4 418 | 0,55 | 486 | 19,41 | ||||
2025-08-14 | 13F | Glenview Trust Co | 40 539 | 32,95 | 4 463 | 57,70 | ||||
2025-08-14 | 13F | Mariner, LLC | 3 617 068 | −1,24 | 398 234 | 17,13 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 4 722 | −0,40 | 523 | 18,86 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 748 838 | −6,98 | 82 447 | 10,33 | ||||
2025-08-07 | 13F | Summit X, LLC | 10 935 | 1,21 | 1 204 | 20,06 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 66 133 | 1,21 | 7 281 | 20,05 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 182 133 | 0,52 | 20 053 | 19,22 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32 661 | 0,62 | 4 | 0,00 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 238 | 19,00 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 384 442 | 14,17 | 42 327 | 23,81 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 38 822 | −2,49 | 4 | 33,33 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 16 114 | 2,02 | 1 774 | 21,01 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 13 337 | 2,11 | 1 468 | 21,12 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 38 771 | 6,32 | 4 269 | 26,09 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 940 | 0,00 | 214 | 18,33 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 494 | 1,46 | 275 | 20,18 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 55 458 | 6,20 | 6 106 | 25,95 | ||||
2025-07-25 | 13F | JustInvest LLC | 15 298 | −1,48 | 1 684 | 16,86 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 11 945 | −91,53 | 1 315 | −89,96 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 178 046 | −3,51 | 19 603 | 14,44 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 27 984 | −9,68 | 3 081 | 7,13 | ||||
2025-07-14 | 13F | Ai Financial Services Llc | 2 137 | 235 | ||||||
2025-07-14 | 13F | Friday Financial | 11 744 | 75,21 | 1 293 | 104,43 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 3 750 | 0,00 | 413 | 18,39 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 12 925 | −8,18 | 1 423 | 8,96 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 8 833 | 0,01 | 973 | 18,68 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11 224 | 0,00 | 1 236 | 18,64 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 264 742 | 36,86 | 29 148 | 62,33 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 865 | 0,00 | 95 | 18,75 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 7 372 | 0,00 | 812 | 18,57 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 321 976 | −1,36 | 35 450 | 17,00 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2 718 | 0,00 | 299 | 18,65 | ||||
2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Private Advisory Group LLC | 38 644 | 0,89 | 4 255 | 19,66 | ||||
2025-08-14 | 13F | KKM Financial LLC | 2 500 | 0,00 | 275 | 18,53 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 2 749 | 0,11 | 303 | 18,90 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 8 828 | 0,87 | 972 | 19,70 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 91 594 | 770,17 | 10 085 | 932,14 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 4 200 | −0,69 | 462 | 17,86 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 11 809 | 3,10 | 1 300 | 22,30 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 31 118 | 0,87 | 3 426 | 32,18 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 2 724 | −12,80 | 300 | 3,10 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 275 | 250 | ||||||
2025-07-09 | 13F | Bulwark Capital Corp | 1 044 | 115 | ||||||
2025-08-08 | 13F | VeraBank, N.A. | 5 059 | 557 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 162 247 | −13,94 | 17 863 | 2,07 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 453 | 0,00 | 160 | 18,66 | ||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6 554 | −0,86 | 722 | 17,62 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 1 733 | 0,00 | 191 | 18,75 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 4 625 | −37,96 | 509 | −26,45 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 73 458 | −0,28 | 8 088 | 18,28 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 140 016 | −1,47 | 15 416 | 16,86 | ||||
2025-04-23 | 13F | Sabal Trust CO | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 151 746 | −7,69 | 16 707 | 9,48 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 34 760 | −2,32 | 3 827 | 15,86 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 1 950 | 215 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 318 | 0,00 | 145 | 18,85 | ||||
2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2 748 | 0,07 | 303 | 18,90 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8 267 | −2,98 | 910 | 15,04 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 9 009 | −0,87 | 992 | 17,56 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 42 444 | 0,00 | 4 673 | 18,60 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 127 678 | −64,73 | 14 057 | −58,17 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5 628 | 0,09 | 620 | 18,81 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 076 | 0,00 | 118 | 19,19 | ||||
2025-07-18 | 13F | Vicus Capital | 4 995 | 0,08 | 550 | 18,57 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 2 298 | 0,00 | 253 | 18,31 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 9 834 | −4,65 | 1 083 | 13,06 | ||||
2025-08-04 | 13F | Ledyard National Bank | 2 371 | −4,36 | 261 | 13,48 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 2 646 | 0,00 | 291 | 18,78 | ||||
2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4 172 | 0,02 | 459 | 12,78 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 551 | 0,00 | 61 | 17,65 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4 008 | 0,00 | 441 | 18,55 | ||||
2025-08-08 | 13F | Wealth Alliance | 222 982 | 15,40 | 24 550 | 36,88 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 965 | 0,00 | 106 | 19,10 | ||||
2025-08-07 | 13F | Davis R M Inc | 7 363 | 33,68 | 811 | 58,51 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 520 000 | −26,76 | 57 252 | −13,13 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24 248 | −9,19 | 2 670 | 7,71 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 640 | 0,00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 10 811 | 0,88 | 1 190 | 19,72 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 292 | 0,00 | 32 | 18,52 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 58 867 | 1,24 | 6 481 | 20,09 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 38 542 | −13,27 | 4 244 | 2,86 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 9 291 | 0,00 | 1 023 | 18,56 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 19 724 | −4,87 | 2 172 | 12,84 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 36 365 | −53,30 | 4 004 | −44,63 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 12 609 | 1,87 | 1 388 | 20,80 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2 921 | 0,62 | 322 | 19,33 | ||||
2025-07-21 | 13F | Hilltop National Bank | 30 573 | −5,17 | 3 366 | 2,84 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 67 704 | 342,42 | 7 454 | 424,93 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 427 | 0,00 | 267 | 18,67 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2 572 | 0,78 | 283 | 19,92 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 10 954 | −16,43 | 1 206 | −0,90 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 744 016 | 104,42 | 81 916 | 142,45 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 2 040 | 225 | ||||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | McAdam, LLC | 2 443 | −4,01 | 269 | 13,56 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 14 323 | −1,25 | 1 577 | 17,09 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 6 552 | −5,51 | 721 | 12,13 | ||||
2025-04-25 | 13F | Unified Investment Management | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 228 782 | −38,00 | 25 189 | −26,46 | ||||
2025-08-12 | 13F | Sfmg, Llc | 4 738 | 5,50 | 522 | 25,24 | ||||
2025-07-30 | 13F | Whittier Trust Co | 19 452 | −2,83 | 2 142 | 15,23 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 3 365 | 378 | ||||||
2025-08-14 | 13F | Dimension Capital Management Llc | 6 490 | 0,00 | 715 | 18,60 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 2 781 | 0,00 | 306 | 18,60 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 8 323 | 0,00 | 916 | 18,65 | ||||
2025-04-14 | 13F | Sunflower Bank, N.A. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 1,16 | 10 | 12,50 | ||||
2025-08-06 | 13F | Washington Trust Bank | 10 679 | −4,08 | 1 176 | 13,75 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 85 692 | 0,00 | 9 435 | 18,61 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 2 229 | 0,00 | 245 | 18,93 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 33 850 | −26,45 | 3 727 | −12,78 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2 320 | 0,00 | 255 | 18,60 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 2 224 | −5,12 | 245 | 12,44 | ||||
2025-07-07 | 13F | HMS Capital Management, LLC | 7 210 | −5,26 | 794 | 24,10 | ||||
2025-07-08 | 13F | TL Private Wealth | 10 320 | 0,33 | 1 137 | 33,18 | ||||
2025-07-09 | 13F | David J Yvars Group | 2 196 | 242 | ||||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 31 131 | 0,43 | 3 427 | 19,12 | ||||
2025-05-14 | 13F | Laffer Investments | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 20 687 | 0,02 | 2 278 | 18,66 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 147 101 | 2,61 | 16 359 | 21,26 | ||||
2025-07-08 | 13F | Persium Advisors, LLC | 2 406 | 0,00 | 265 | 18,39 | ||||
2025-07-29 | 13F | Progressive Investment Management Corp | 14 000 | 0,00 | 1 541 | 18,63 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4 193 | 0,00 | 462 | 18,51 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 27 280 | 3,04 | 3 004 | 22,22 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 18 424 | 2 028 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 59 307 | −1,53 | 6 530 | 16,78 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 85 127 | −7,34 | 9 372 | 9,90 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 444 | 22,49 | 489 | 45,54 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 322 406 | −3,87 | 35 497 | 14,01 | ||||
2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Red Tortoise LLC | 1 316 | 0,00 | 145 | 18,03 | ||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 4 207 | −9,66 | 463 | 7,18 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 64 188 | 3,50 | 7 435 | 31,76 | ||||
2025-08-01 | 13F | First National Trust Co | 10 503 | −3,60 | 1 156 | 14,34 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 71 295 | 0,01 | 7 850 | 18,62 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 31 032 | 253,04 | 3 417 | 319,14 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 78 614 | 0,61 | 8 655 | 19,33 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 8 485 | 11,92 | 934 | 32,86 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 2 676 | 0,00 | 295 | 18,55 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 31 307 | 1,86 | 3 448 | 20,82 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 84 919 | −10,12 | 9 298 | 6,32 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 4 872 | 0,00 | 536 | 18,58 | ||||
2025-07-17 | 13F | Western Financial Corp/CA | 2 951 | −11,75 | 325 | 4,52 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 51 455 | 15,56 | 5 665 | 37,07 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 225 622 | −1,21 | 24 841 | 17,17 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 259 097 | 30,52 | 29 | 55,56 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 17 273 | −5,30 | 1 902 | 12,29 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 6 300 | 0,00 | 694 | 7,44 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 400 | 0,00 | 264 | 18,92 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26 117 | 57,57 | 2 875 | 86,93 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 13 121 | 0,11 | 1 445 | 18,75 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 13 367 | −14,68 | 1 472 | 1,17 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 105 | 6,31 | 195 | −2,99 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 19 742 | 0,00 | 2 174 | 18,61 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 34 915 | 0,58 | 3 844 | 19,30 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 7 608 | −3,83 | 838 | 14,03 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 314 771 | −24,42 | 34 656 | −10,36 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1 536 | 0,00 | 169 | 19,01 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2 588 | 285 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 258 099 | 48,04 | 28 417 | 75,58 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 021 | −27,35 | 1 324 | −13,81 | ||||
2025-07-31 | 13F | GenTrust, LLC | 5 000 | 0,00 | 550 | 18,53 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 16 259 | −1,05 | 1 790 | 17,38 | ||||
2025-08-06 | 13F | North Capital, Inc. | 25 | 0,00 | 3 | 0,00 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 92 389 | 22,55 | 8 620 | 13,06 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 075 | −7,20 | 228 | 10,14 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 173 225 | −0,78 | 349 197 | 17,58 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 615 606 | 1,47 | 68 209 | 21,11 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 78 634 | 4,25 | 8 658 | 23,65 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 3 830 | 0,00 | 422 | 18,59 | ||||
2025-07-07 | 13F | RDA Financial Network | 2 805 | −18,98 | 309 | −4,05 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 510 | 1,30 | 497 | 20,10 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 127 678 | 6,92 | 11 852 | −3,08 | ||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 363 453 | 1,18 | 40 015 | 20,00 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 6 952 | 0,00 | 1 | |||||
2025-08-07 | 13F | Summit Asset Management, LLC | 4 646 | −1,09 | 512 | 17,20 | ||||
2025-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 175 | 0,00 | 19 | 18,75 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2 728 | 12,08 | 300 | 33,33 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 17 680 | 175,09 | 708 | 18,62 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 7 764 | 0,00 | 855 | 18,61 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 2 414 | 0,25 | 266 | 18,83 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 813 | 2,07 | 310 | 21,18 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 3 021 | 0,00 | 333 | 18,57 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3 628 273 | −7,98 | 399 | 9,02 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 511 | 0,00 | 56 | 19,15 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6 218 | 633,25 | 685 | 776,92 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 244 255 | −5,60 | 247 | 12,27 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 32 856 | −0,78 | 3 617 | 17,70 | ||||
2025-08-11 | 13F | Anb Bank | 2 185 | −3,49 | 241 | 14,29 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 116 000 | −14,07 | 12 772 | 1,91 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 78 210 | 69,64 | 8 611 | 101,22 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 641 855 | −2,54 | 70 668 | 15,60 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 20 646 | 11,32 | 2 273 | 32,07 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 9 009 | 31,71 | 992 | 56,31 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5 366 | 0,00 | 591 | 18,47 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 146 208 | −8,74 | 16 097 | 8,24 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 373 | 0,07 | 151 | 18,90 | ||||
2025-04-29 | 13F | Hm Payson & Co | 18 170 | 3,56 | 1 687 | −5,33 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 11 796 | 0,00 | 1 299 | 18,54 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 15 619 | −0,51 | 1 720 | 17,98 | ||||
2025-07-15 | 13F | Bank Of Stockton | 10 395 | 40,85 | 1 144 | 67,01 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 3 243 | −3,65 | 357 | 14,42 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3 201 | 1,55 | 352 | 26,62 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2 735 | 0,00 | 301 | 18,97 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 6 606 | −8,31 | 727 | 8,83 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 103 618 | 30,58 | 11 408 | 54,87 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 355 | 0,00 | 39 | 21,88 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 2 034 | 224 | ||||||
2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | −641 | −36,03 | −71 | −24,73 | |||
2025-08-08 | 13F | Blankinship & Foster, LLC | 11 130 | −5,02 | 1 225 | 12,70 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 143 948 | 25,29 | 15 849 | 48,60 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 2 827 | 311 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 7 570 | −3,22 | 833 | 14,74 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 8 866 | 19,47 | 976 | 41,86 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 10 095 | 0,00 | 1 111 | 18,57 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 260 255 | −10,36 | 28 654 | 6,32 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 1 841 | 203 | ||||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 28 005 | 3,88 | 3 083 | 23,22 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 600 | 0,00 | 0 | |||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 74 | 8 | ||||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 3 728 | −5,26 | 410 | 12,33 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 1 853 | 204 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 17 997 | 166,46 | 1 971 | 215,20 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 007 | −0,25 | 221 | 18,28 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 2 294 | −1,21 | 253 | 17,21 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 100 205 | 15,98 | 11 033 | 37,56 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 3 808 | −10,63 | 419 | 6,08 | ||||
2025-05-14 | 13F | Winslow Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 36 704 | −0,02 | 4 041 | 18,57 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 452 | 0,00 | 50 | 19,51 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 3 109 | 4,33 | 342 | 23,91 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 5 319 | 0,00 | 586 | 18,66 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 34 297 | 0,03 | 3 776 | 18,67 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 23 109 | −8,05 | 2 544 | 9,09 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 5 721 | 0,05 | 630 | 18,68 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 2 500 | 0,00 | 275 | 18,53 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 112 218 | 4,20 | 12 333 | 29,44 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 694 | 59,44 | 517 | 89,01 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 4 582 | 0,00 | 504 | 18,59 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 15 086 | 0,03 | 1 661 | 18,66 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 26 099 | 4,11 | 2 873 | 23,46 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 7 318 | 0,00 | 806 | 18,56 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 2 190 | 0,05 | 241 | 18,72 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5 524 | 0,00 | 608 | 18,75 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 80 345 | 3,52 | 8 846 | 22,79 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 3 301 | −35,22 | 363 | −23,26 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 4 632 | 510 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10 669 | 54,51 | 1 175 | 83,44 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11 560 | 0,00 | 1 073 | 0,00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 4 861 | −46,68 | 535 | −36,76 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 12 774 | 1,11 | 1 | 0,00 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 169 413 | −5,50 | 19 251 | 15,68 | ||||
2025-07-10 | 13F | Trust Point Inc. | 151 750 | −0,07 | 16 708 | 18,52 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 68 171 | −23,84 | 7 506 | −9,68 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 5 566 | 0,00 | 613 | 18,60 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 150 916 | −4,87 | 16 616 | 12,82 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 27 319 | 1,22 | 3 008 | 20,04 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 449 | 16,47 | 930 | 38,19 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 18 718 | 4,90 | 2 061 | 24,40 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 13 709 | −10,57 | 1 509 | 6,12 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 55 458 | 6 106 | ||||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 11 420 | 0,00 | 1 257 | 18,58 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 5 902 | −23,41 | 650 | −9,23 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6 247 | 3,74 | 688 | 20,74 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 22 243 | 73,72 | 2 449 | 106,06 | ||||
2025-07-31 | 13F | Longview Financial Advisors, Inc. | 2 314 | 0,13 | 255 | 18,69 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20 297 | 1,52 | 2 235 | 20,37 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4 256 548 | −2,02 | 468 646 | 16,21 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 3 290 | 11,07 | 362 | 32,12 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4 383 | 483 | ||||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 17 381 | −5,12 | 1 914 | 12,53 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 2 340 | 258 | ||||||
2025-08-12 | 13F | Power Wealth Management Llc | 24 250 | −4,10 | 2 670 | 13,72 | ||||
2025-08-14 | 13F | Beacon Investment Advisors Llc | 9 200 | −1,51 | 1 007 | 16,15 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 5 245 | −20,35 | 577 | −5,56 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 10 743 | 5,27 | 1 183 | 24,92 | ||||
2025-07-10 | 13F | Polianta Ltd | 77 900 | 9 | ||||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 274 726 | −0,59 | 30 247 | 18,26 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 1 919 | 216 | ||||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 1 590 498 | 2 292 | ||||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 23 851 | 0,11 | 2 626 | 18,72 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 9 246 | 61,33 | 1 018 | 91,35 | ||||
2025-08-14 | 13F | Family Management Corp | 5 054 | 6,40 | 556 | 26,36 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4 084 | 0,39 | 450 | 19,10 | ||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 4 519 | −0,04 | 498 | 18,62 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 112 | 12 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 17 715 | −11,88 | 1 950 | 4,50 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 1 326 | 0,00 | 146 | 17,89 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 24 669 | 87,24 | 2 716 | 122,08 | ||||
2025-07-15 | 13F | Graypoint LLC | 245 528 | 6,16 | 27 033 | 25,91 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 33 926 | −0,16 | 3 735 | 18,42 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 17 729 | 162,85 | 1 952 | 211,66 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 27 414 | 0,38 | 3 018 | 19,05 | ||||
2025-08-14 | 13F | Comerica Bank | 985 456 | 0,05 | 108 499 | 18,66 | ||||
2025-07-11 | 13F | Diversified Trust Co | 12 117 | 21,06 | 1 334 | 43,60 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 40 490 | 7,01 | 4 458 | 26,91 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 3 435 | 0,00 | 378 | 18,87 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 17 653 | −28,80 | 1 944 | −15,56 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 423 | 655,36 | 47 | 820,00 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 8 950 | 0,00 | 985 | 18,67 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 290 | 0,00 | 32 | 19,23 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 5 163 | −0,15 | 568 | 18,33 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 485 530 | −64,53 | 53 | −60,45 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 9 690 | −14,97 | 1 067 | 0,85 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 6 776 | −7,82 | 629 | −15,68 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 2 360 | 0,00 | 260 | 8,37 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 423 504 | −0,10 | 46 628 | 18,49 | ||||
2025-07-17 | 13F | Greenleaf Trust | 341 181 | 0,66 | 37 564 | 19,39 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3 230 | 6,81 | 356 | 26,79 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3 468 | 0,12 | 382 | 18,69 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 18 777 | −10,22 | 2 067 | 6,49 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 284 | 0,00 | 31 | 19,23 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 90 651 | 7,29 | 9 981 | 27,25 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 2 088 | 230 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 666 017 | −8,70 | 73 329 | 8,29 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 2 002 | 10,91 | 220 | 31,74 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 346 | −0,46 | 503 | 21,79 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 44 | 0,00 | 5 | 0,00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 358 | 7,64 | 700 | 27,74 | ||||
2025-07-07 | 13F | Investors Research Corp | 3 493 | 51,47 | 385 | 79,44 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 829 233 | 13,19 | 201 399 | 34,25 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 656 326 | −0,21 | 182 361 | 18,35 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 62 833 | 4,10 | 6 918 | 23,47 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 16 206 | −1,41 | 1 784 | 16,98 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | RKL Wealth Management LLC | 65 460 | −3,65 | 7 207 | 14,29 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3 188 | 9,70 | 351 | 30,48 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 79 900 | 0,08 | 8 797 | 18,70 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 9 316 | −0,08 | 1 020 | 17,92 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 12 | 0,00 | 1 | 0,00 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 7 867 | 0,00 | 866 | 18,63 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 422 | 0,92 | 1 698 | 19,75 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 2 574 | 18,84 | 283 | 40,80 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 11 118 | −1,65 | 1 224 | 16,68 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 555 | 15,38 | 61 | 38,64 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11 768 | −21,85 | 1 296 | −7,30 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 028 | 7,38 | 774 | 27,35 | ||||
2025-08-05 | 13F | LTG Capital LLC | 11 159 | −0,71 | 1 229 | 17,74 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 7 624 | −7,37 | 839 | 9,82 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 38 370 | −0,93 | 3 562 | −9,44 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 94 914 | −10,04 | 10 450 | 6,71 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 5 978 | −15,30 | 658 | 0,46 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 150 | 0,00 | 16 | 23,08 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2 786 865 | 0,29 | 306 834 | 18,95 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 6 234 | −10,21 | 686 | 6,52 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 5 050 | 25,78 | 1 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 820 | 0,12 | 90 | 18,42 | ||||
2025-07-11 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 1 933 | 213 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 9 258 | −4,61 | 1 019 | 13,22 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 88 096 | −62,97 | 9 699 | −56,08 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 56 609 | −13,54 | 6 233 | 2,55 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 5 784 | 637 | ||||||
2025-08-08 | 13F | Renasant Bank | 26 340 | −31,29 | 2 900 | −18,49 | ||||
2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 12 553 | −2,32 | 1 382 | 15,94 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 579 | 6,24 | 64 | 14,55 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 33 500 | 0,00 | 3 688 | 18,62 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 2 484 | 0,00 | 273 | 18,70 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 45 118 | −0,97 | 4 967 | 17,45 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 9 764 | 0,00 | 1 075 | 18,65 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 58 061 | −5,86 | 6 393 | 11,65 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2 100 | 231 | ||||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 6 804 | 0,00 | 749 | 18,70 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15 660 | 1,44 | 1 724 | 20,31 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 99 888 | −2,29 | 10 998 | 15,89 | ||||
2025-08-11 | 13F | Strategic Equity Management | 5 129 | −95,80 | 565 | −95,03 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 248 604 | 65,98 | 27 | 107,69 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2 999 | −0,10 | 330 | 18,71 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 276 | −84,84 | 30 | −83,70 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 092 | 0,00 | 120 | 18,81 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 2 589 | 0,00 | 285 | 18,75 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 6 056 | −14,29 | 667 | 1,68 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 3 436 | 0,00 | 378 | 18,87 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 141 | 193,75 | 16 | 300,00 | ||||
2025-08-14 | 13F | Harvey Capital Management Inc | 6 975 | 0,00 | 760 | 17,47 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 10 069 | 0,02 | 1 109 | 18,63 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 100 | 0,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 189 777 | −13,49 | 20 894 | 2,60 | ||||
2025-05-14 | 13F | Prosperitas Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 1 082 937 | 0,67 | 119 231 | 19,40 | ||||
2025-08-11 | 13F | Lighthouse Financial LLC | 22 638 | −2,03 | 2 492 | 16,23 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 638 | 1,85 | 290 | 20,83 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 52 872 | 6,65 | 4 908 | −2,48 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 17 120 | 0,00 | 1 885 | 16,30 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 88 328 | 2,33 | 9 725 | 21,35 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 2 397 | −10,19 | 264 | 6,48 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82 411 | −40,28 | 9 073 | −29,17 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 49 245 | −7,36 | 5 422 | 9,87 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 248 802 | 17,82 | 27 393 | 39,74 | ||||
2025-04-23 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 113 773 | 75,18 | 12 526 | 107,80 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 5 697 | −0,49 | 627 | 18,08 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 44 750 | 17,76 | 4 927 | 39,67 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 8 499 823 | 6,89 | 935 874 | 26,77 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 70 173 | −10,74 | 7 726 | 5,88 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 143 761 | 12,84 | 15 828 | 33,84 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 6 713 | −11,34 | 739 | 5,27 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 254 899 | 1,83 | 28 064 | 20,78 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 24 008 | −0,56 | 2 643 | 17,94 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 5 807 | 9,11 | 639 | 29,35 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 13 840 | 0,00 | 1 524 | 18,61 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 398 | 11,80 | 44 | 30,30 | ||||
2025-08-13 | 13F | M&t Bank Corp | 4 250 432 | −5,75 | 467 973 | 11,79 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 2 155 | 0,00 | 237 | 18,50 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 950 | 0,00 | 105 | 18,18 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3 209 | 0,09 | 353 | 18,86 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 13 481 | −0,39 | 1 484 | 18,15 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 241 360 | 32,05 | 26 574 | 43,20 | ||||
2025-08-05 | 13F | Key FInancial Inc | 26 097 | 0,00 | 2 873 | 18,62 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 3 180 | 0,00 | 350 | 18,64 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 1 131 | 124 | ||||||
2025-07-30 | 13F | Probity Advisors, Inc. | 506 561 | 1,10 | 55 772 | 19,91 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 2 575 | −4,31 | 284 | 13,65 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 352 | 0,00 | 589 | 18,75 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 7 583 | −10,98 | 835 | 5,57 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 7 760 | −3,19 | 854 | 14,78 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 7 520 | −3,84 | 828 | 14,07 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 302 048 | −4,18 | 33 256 | 13,64 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10 738 | −1,00 | 1 182 | 22,87 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9 393 | 1 034 | ||||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 4 307 | −8,42 | 474 | 8,72 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 26 691 | 1,22 | 2 939 | 20,07 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 5 247 | 578 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Dynamic Financial Group | 5 383 | 11,36 | 593 | 32,14 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 25 383 | −2,83 | 2 795 | 5,75 | ||||
2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Financial Management Network Inc | 71 117 | −0,84 | 7 880 | 30,73 | ||||
2025-07-24 | 13F | Stiles Financial Services Inc | 3 305 | 0,00 | 364 | 18,63 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 2 988 | −1,94 | 329 | 16,31 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 7 632 | −0,13 | 840 | 18,48 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 29 527 | −8,49 | 3 251 | 8,51 | ||||
2025-08-13 | 13F | Alerus Financial Na | 22 512 | 0,21 | 2 479 | 18,85 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 112 181 | −4,18 | 12 351 | 13,65 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 22 534 | −4,63 | 2 481 | 13,13 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 3 009 | 0,00 | 331 | 18,64 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 106 988 | −0,79 | 11 779 | 17,67 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 99 572 | −7,39 | 10 963 | 9,83 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11 432 | 20,51 | 1 259 | 42,95 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 2 325 | 0 | ||||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 212 095 | −10,72 | 23 352 | 5,90 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 154 835 | −0,19 | 17 | 21,43 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 224 702 | −14,18 | 24 740 | 1,79 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 9 032 | 994 | ||||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 8 430 | 928 | ||||||
2025-08-08 | 13F | IMA Wealth, Inc. | 1 031 | 0,00 | 114 | 18,95 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 12 389 | −5,60 | 1 364 | 11,99 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 155 923 | 0,00 | 17 167 | 18,61 | ||||
2025-08-08 | 13F | Calamos Advisors LLC | 47 520 | 7,78 | 5 232 | 27,83 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 558 | −5,51 | 2 704 | 11,23 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 228 650 | 1,67 | 25 174 | 20,58 | ||||
2025-07-16 | 13F | ORG Partners LLC | 15 356 | 163,80 | 1 673 | 207,54 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 14 102 | 0,00 | 1 553 | 18,56 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 30 918 | 0,00 | 3 404 | 18,61 | ||||
2025-08-08 | 13F | First Western Trust Bank | 25 966 | 0,00 | 2 859 | 18,59 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 11 450 | −20,16 | 1 261 | −5,33 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 67 540 | −10,72 | 7 436 | 5,90 | ||||
2025-07-18 | 13F | Cooper Financial Group | 12 233 | −48,50 | 1 347 | −38,96 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 5 562 | 0,00 | 612 | 18,60 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 18 743 | −6,13 | 2 064 | 11,33 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 20 338 | −2,69 | 2 239 | 15,41 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 827 | 293 | ||||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 24 255 | −1,63 | 2 252 | −12,34 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324 536 | −56,57 | 35 731 | −48,48 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 189 534 | −0,23 | 20 868 | 18,33 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 9 538 | −23,00 | 1 050 | −8,62 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 2 292 | 0,00 | 252 | 18,87 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 66 543 | −1,28 | 7 326 | 17,08 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 087 | −2,06 | 560 | 16,18 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 221 662 | 0,83 | 24 405 | 19,59 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Graney & King, LLC | 817 | −3,20 | 90 | 14,10 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 8 742 | −0,42 | 963 | 18,18 | ||||
2025-07-17 | 13F | KWB Wealth | 9 711 | 0,02 | 901 | −8,53 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 11 012 | 0,00 | 1 212 | 18,59 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8 078 | 0,97 | 889 | 19,81 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mason & Associates, LLC | 37 721 | −0,27 | 4 153 | 18,29 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29 875 | 53,99 | 3 289 | 82,62 | ||||
2025-05-02 | 13F | Strata Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 66 262 | −26,04 | 7 295 | −12,28 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 291 475 | 39,66 | 27 058 | 27,69 | ||||
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 | 1 809 791 | −8,88 | 199 258 | 8,07 | ||||
2025-08-05 | 13F | Garrison Bradford & Associates Inc | 677 | 0,00 | 75 | 19,35 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 800 | 0,00 | 418 | 18,75 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 2 616 | 0,00 | 288 | 19,01 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3 275 | 0,00 | 361 | 18,42 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Advisory Alpha, LLC | 2 655 | 292 | ||||||
2025-08-14 | 13F | Sentinus, LLC | 127 522 | −14,92 | 14 040 | 0,91 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 3 833 | 0,00 | 422 | 18,87 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 9 068 | 0,09 | 998 | 18,67 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 10 153 | −0,66 | 1 118 | 17,83 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rossmore Private Capital | 27 172 | 0,00 | 2 992 | 18,60 | ||||
2025-07-15 | 13F | Floyd Financial Group Llc | 3 986 | 0,00 | 442 | 19,19 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 27 399 | 0,00 | 3 | 50,00 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 2 778 | 0,00 | 306 | 18,68 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 255 430 | −11,59 | 28 123 | 4,86 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 101 214 | 2,73 | 11 144 | 21,83 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 288 427 | 21,09 | 31 756 | 43,61 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 22 629 | −0,30 | 2 491 | 18,22 | ||||
2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | May Hill Capital, LLC | 50 753 | 143,06 | 5 588 | 188,29 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 90 280 | 903,89 | 9 940 | 1 091,73 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 063 | 0,09 | 117 | 19,39 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 108 028 | 0,11 | 11 894 | 18,73 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 409 | 0,27 | 706 | 18,89 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 105 043 | 0,66 | 11 565 | 19,39 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 26 469 | 1,28 | 2 914 | 20,12 | ||||
2025-05-14 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 173 164 | 26,10 | 19 065 | 49,56 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 12 077 | 0,00 | 1 316 | 29,66 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 843 | 39,95 | 644 | 66,15 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 59 238 | −0,84 | 6 522 | 17,62 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 8 719 | −52,78 | 960 | −44,05 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6 832 | 0,00 | 752 | 18,61 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 114 092 | 5,88 | 122 662 | 25,58 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 6 748 | 0,07 | 743 | 18,72 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 72 578 | −0,06 | 7 991 | 18,53 | ||||
2025-07-29 | 13F | Parthenon Llc | 5 136 | 0,00 | 565 | 18,70 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11 494 | 5,67 | 1 265 | 25,37 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 334 529 | −1,16 | 36 832 | 17,23 | ||||
2025-04-15 | 13F | Collier Financial | 1 232 | −98,48 | 114 | −98,62 | ||||
2025-07-08 | 13F | Little House Capital Llc | 3 913 | 0,00 | 431 | 18,46 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 409 110 | −7,13 | 45 043 | 10,14 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 164 057 | 5,44 | 18 063 | 25,06 | ||||
2025-08-12 | 13F | Centric Wealth Management | 1 927 | 221 | ||||||
2025-08-06 | 13F | Able Wealth Management LLC | 14 117 | 17,21 | 1 554 | 39,12 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15 769 | −2,17 | 1 736 | 16,04 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 285 670 | −44,34 | 31 452 | −33,99 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 4 842 | −27,66 | 528 | −12,02 | ||||
2025-08-15 | 13F | Morgan Stanley | 33 994 243 | 3,20 | 3 742 766 | 22,40 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 10 521 | −10,61 | 1 158 | 6,04 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 15 790 | −10,91 | 1 737 | 5,53 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 276 280 | −2,27 | 30 418 | 15,91 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 16 503 | −2,79 | 1 817 | 15,30 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 25 654 | −1,29 | 2 825 | 17,08 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 101 390 | 0,95 | 11 163 | 19,74 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 32 969 | −2,38 | 3 630 | 15,76 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 162 | 0,00 | 128 | 18,69 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 2 092 | 230 | ||||||
2025-07-14 | 13F | GAMMA Investing LLC | 6 889 | 21,99 | 758 | 44,66 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 1 840 | 203 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 35 073 | −6,88 | 3 862 | 10,44 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 5 277 | 6,71 | 581 | 26,58 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 3 963 | −2,37 | 436 | 15,96 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 003 | 142,27 | 1 982 | 187,66 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 066 510 | 14,99 | 117 423 | 36,39 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 679 544 | 487,92 | 74 818 | 597,33 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 246 383 | 0,02 | 137 227 | 18,62 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 444 | 0,00 | 0 | |||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 171 496 | 0,76 | 18 882 | 19,50 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4 904 | 0,00 | 540 | 18,46 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4 942 | 0,00 | 544 | 18,78 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 2 790 | −4,78 | 307 | 13,28 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 323 169 | −2,17 | 35 581 | 16,03 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 7 129 475 | 0,61 | 784 958 | 19,33 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 7 564 | 0,00 | 702 | −10,12 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 4 914 | −0,12 | 541 | 18,42 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 5 987 | −0,03 | 659 | 18,74 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 663 805 | 1,99 | 73 343 | 21,39 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7 710 | −14,54 | 849 | 1,31 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 5 478 | −8,21 | 603 | 8,84 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 297 | 0,00 | 33 | 18,52 | ||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 18 446 | −1,34 | 2 031 | 17,00 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | North Forty Two & Co. | 1 972 | 217 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 59 691 | −1,61 | 6 572 | 16,71 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 50 650 | −12,22 | 5 577 | 4,11 | ||||
2025-05-06 | 13F | Mendel Money Management | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 11 262 | 0,00 | 1 240 | 18,56 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 448 | 0,00 | 159 | 18,66 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 402 | −57,80 | 7 641 | −52,18 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 178 398 | 0,47 | 19 642 | 19,16 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 097 | 671 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 37 232 | −3,86 | 4 099 | 14,05 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 9 924 | −1,42 | 1 093 | 16,92 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 2 790 | −8,88 | 319 | 12,32 | ||||
2025-08-19 | 13F | Cim, Llc | 2 577 | −61,03 | 284 | −53,83 | ||||
2025-08-08 | 13F | Bailard, Inc. | 21 889 | −4,78 | 2 410 | 12,94 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 65 | 0,00 | 7 | 16,67 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 8 850 | 0,00 | 974 | 18,64 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 4 946 | 11,93 | 545 | 32,68 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 963 | 0,08 | 436 | 18,80 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 389 297 | −1,45 | 42 862 | 16,88 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 2 275 | −1,09 | 250 | 17,37 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 4 876 | 537 | ||||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 12 079 | 21,02 | 1 330 | 43,52 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 3 409 | 0,00 | 0 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 2 360 | 0,00 | 260 | 18,26 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 48 576 | 0,10 | 5 348 | 18,74 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 6 299 | −7,27 | 1 | |||||
2025-07-08 | 13F | Lpwm Llc | 19 058 | −2,32 | 2 098 | 15,85 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 4 690 | −3,10 | 516 | 14,92 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5 162 | 8,81 | 568 | 29,09 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 8 031 | −1,52 | 884 | 16,93 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 7 139 | 0,01 | 786 | 17,14 | ||||
2025-07-15 | 13F | Norden Group Llc | 83 915 | −65,15 | 9 239 | −58,67 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2 400 | 0,00 | 264 | 18,92 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 1 984 | 0 | ||||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 265 | 0,00 | 29 | 16,67 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 366 | −11,05 | 1 141 | 5,55 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 54 628 | −0,72 | 6 015 | 17,76 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 24 583 | −48,74 | 2 707 | −33,17 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 763 497 | 44,21 | 84 061 | 71,04 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 11 599 | −1,86 | 1 277 | 16,41 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8 878 | 0,00 | 978 | 18,57 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 4 370 | 5,79 | 481 | 25,59 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 44 479 | 16,42 | 4 897 | 38,10 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 61 953 | −8,38 | 6 821 | 8,67 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 1 059 | −18,03 | 117 | −2,52 | ||||
2025-07-29 | 13F | United Bank | 52 096 | 4,58 | 5 736 | 24,03 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 427 873 | 2,70 | 47 109 | 21,80 | ||||
2025-08-07 | 13F | Keystone Financial Services | 182 819 | −13,35 | 20 128 | 2,77 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 461 | −7,84 | 1 152 | 9,31 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 13 365 | 1,14 | 1 471 | 19,98 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 691 | 114,01 | 1 397 | 154,00 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 2 653 | −14,00 | 292 | 2,10 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 9 200 | 0,00 | 1 013 | 18,50 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 56 000 | −0,51 | 6 166 | 17,99 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 5 947 | −0,59 | 655 | 17,84 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 54 330 | 0,22 | 5 982 | 18,86 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 53 689 | −1,35 | 5 911 | 17,00 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 163 099 | 1 230,23 | 17 959 | 1 476,65 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4 553 707 | −6,93 | 501 363 | 10,38 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 697 | 1,85 | 407 | 20,83 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 190 | −84,65 | 21 | −82,61 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 52 955 | 0,02 | 5 830 | 18,64 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 2 922 | 3,54 | 322 | 22,99 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 2 246 | 1,91 | 247 | 21,08 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 814 | 2,69 | 530 | 21,84 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 362 641 | 0,68 | 39 927 | 19,41 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | Short | −924 | −0,00 | −102 | 18,82 | |||
2025-08-13 | 13F | Fisher Asset Management, LLC | 11 982 | 207,94 | 1 319 | 265,37 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 197 037 | 0,63 | 21 694 | 19,35 | ||||
2025-08-06 | 13F | Warm Springs Advisors Inc. | 3 736 | 0,00 | 411 | 18,79 | ||||
2025-08-14 | 13F | FIL Ltd | 3 401 028 | 374 453 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 26 799 | 1,36 | 2 951 | 20,21 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 11 468 | 0,00 | 1 263 | 18,61 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 16 958 | 3,78 | 1 867 | 23,15 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 63 892 | 7,21 | 7 035 | 27,15 | ||||
2025-08-04 | 13F | One Day In July LLC | 10 103 | 7,85 | 1 112 | 27,96 | ||||
2025-07-11 | 13F | Thomasville National Bank | 45 048 | −11,14 | 4 960 | 5,38 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 51 407 | 3,11 | 5 650 | 16,62 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 7 534 | 0,00 | 829 | 18,60 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 22 555 | −3,37 | 2 483 | 14,64 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9 747 | −1,95 | 1 073 | 16,38 | ||||
2025-09-10 | 13F | WT Wealth Management | 4 704 | 0,00 | 518 | 18,58 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 370 | −18,01 | 701 | −2,77 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 24 088 | 2,87 | 2 236 | −5,93 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 30 453 | 3,41 | 3 353 | 22,65 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 81 | 0,00 | 8 | 0,00 | ||||
2025-07-24 | 13F | JB Capital LLC | 1 201 867 | −7,41 | 132 326 | 9,82 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 8 276 | −2,82 | 911 | 15,32 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 155 005 | 0,09 | 17 066 | 18,72 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 2 575 | 19,55 | 284 | 42,00 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 2 836 | 0,04 | 312 | 18,63 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 6 451 | 28,56 | 710 | 52,69 | ||||
2025-08-12 | 13F | Argent Trust Co | 127 909 | 1,59 | 14 083 | 20,49 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2 124 | 234 | ||||||
2025-08-13 | 13F | Wealthquest Corp | 7 652 | 53,22 | 842 | 81,86 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 40 | −69,70 | 4 | −66,67 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 3 117 | −4,59 | 343 | 13,20 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 4 334 | 47,21 | 477 | 74,73 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 110 003 | −1,97 | 12 111 | 16,27 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 8 406 | −8,77 | 926 | 8,19 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 19 730 | −1,92 | 2 172 | 16,34 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 16 877 | 3,65 | 1 858 | 23,05 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 3 441 | 0,38 | 379 | 18,87 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 297 | 0,13 | 583 | 18,74 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Holistic Planning, LLC | 18 901 | 1,94 | 2 081 | 20,92 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 30 026 | 0,15 | 3 306 | 18,76 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 2 476 | 0,00 | 273 | 18,78 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 573 100 | −56,44 | 63 098 | −48,34 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 3 556 | 13,25 | 392 | 34,36 | ||||
2025-08-11 | 13F | Capital Square, LLC | 17 126 | −3,05 | 1 896 | 15,62 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 3 840 | −2,04 | 423 | 16,25 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 540 | 280 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13 854 | 0,01 | 1 525 | 18,68 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Peoples Bank /oh | 97 926 | −1,59 | 10 782 | 16,72 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 5 239 | 0,11 | 577 | 18,76 | ||||
2025-07-07 | 13F | Trust Co | 48 | 0,00 | 5 | 25,00 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 76 | −48,99 | 8 | −38,46 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 8 832 | −8,54 | 972 | 8,48 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 8 | 1 | ||||||
2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 46 770 | −2,58 | 4 427 | −11,52 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 043 | −11,74 | 560 | 8,33 | ||||
2025-07-29 | 13F | Northeast Investment Management | 2 004 | 221 | ||||||
2025-08-06 | 13F | Simmons Bank | 11 113 | 0,00 | 1 224 | 18,62 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 14 871 | 0,00 | 1 390 | 0,72 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 198 742 | 12,50 | 21 881 | 33,43 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 4 069 | −68,99 | 448 | −63,22 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 26 052 | 3,43 | 2 967 | 26,90 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 8 300 | 0,00 | 914 | 18,57 | ||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 34 354 | −10,03 | 3 782 | 3,45 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 935 | 212 | ||||||
2025-07-25 | 13F | Yousif Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 11 824 | −4,50 | 1 302 | 13,23 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 21 262 | 1,76 | 2 341 | 20,68 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 2 085 | −7,70 | 233 | 5,45 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 61 690 | 6 792 | ||||||
2025-08-12 | 13F | Farmers National Bank | 7 432 | −0,34 | 818 | 18,21 | ||||
2025-07-16 | 13F | Old Port Advisors | 8 416 | −2,87 | 927 | 15,17 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 24 196 | −2,78 | 2 664 | 15,28 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6 234 | 0,00 | 686 | 18,69 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 18 377 | 7,66 | 2 023 | 27,71 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 5 450 | 600 | ||||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3 909 | 0,00 | 430 | 18,78 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 476 097 | 5,72 | 52 418 | 25,39 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 71 975 | −1,32 | 7 924 | 17,05 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 2 348 | −29,87 | 259 | −16,77 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 585 | −0,55 | 395 | 17,96 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 92 691 | 38,08 | 10 205 | 63,78 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 270 | 30 | ||||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 32 444 | 1,86 | 3 572 | 20,84 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1 659 911 | −17,29 | 182 756 | −1,90 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25 603 | −50,29 | 2 819 | −40,87 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 6 780 | 19,56 | 746 | 41,83 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 81 | 0,00 | 9 | 0,00 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 34 110 | −3,10 | 3 756 | 14,94 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 476 | 0,20 | 713 | 18,05 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 45 098 | 0,00 | 4 965 | 18,61 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 54 000 | −16,92 | 5 945 | −1,46 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 88 939 | −17,37 | 9 792 | −1,99 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 263 075 | −0,14 | 28 965 | 18,44 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23 729 | 4,13 | 2 613 | 23,50 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 18 692 565 | −0,71 | 2 058 051 | 17,76 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 4 710 | 0,00 | 519 | 18,54 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 332 486 | −53,71 | 36 635 | −45,06 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 61 259 | −3,12 | 6 745 | 14,91 | ||||
2025-07-24 | 13F | Blair William & Co/il | 141 169 | −3,33 | 15 543 | 14,65 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 11 231 | −1,52 | 1 237 | 16,82 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 976 | −0,88 | 1 098 | 17,56 | ||||
2025-08-07 | 13F | Allworth Financial LP | 536 675 | −1,22 | 59 088 | 17,18 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 12 995 | 0,00 | 1 431 | 18,57 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 11 019 | 0,05 | 1 213 | 18,69 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23 243 | −0,21 | 2 559 | 18,36 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 7 409 | 0,00 | 816 | 18,63 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 97 553 | 4,50 | 10 741 | 23,93 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 773 788 | 2,10 | 85 194 | 21,10 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 040 | −7,10 | 225 | 10,34 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | King Luther Capital Management Corp | 277 | 18,45 | ||||||
2025-05-15 | 13F | Janus Henderson Group Plc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 62 500 | 10,23 | 6 881 | 30,74 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 77 300 | 35,38 | 8 511 | 60,57 | |||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1 898 | 209 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 672 | 735 | ||||||
2025-07-25 | 13F | Cypress Capital Group | 2 650 | 0,00 | 292 | 18,29 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 703 346 | 100,18 | 77 438 | 137,42 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 230 405 | 3,51 | 25 368 | 22,77 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 71 | 0,00 | 8 | 16,67 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 35 000 | 0,00 | 3 854 | 18,59 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 12 498 | −1,95 | 1 376 | 16,31 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 10 213 | −1,71 | 1 124 | 16,60 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 4 656 | 0,00 | 513 | 18,52 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8 880 | 5,94 | 978 | 25,58 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 47 368 | −8,67 | 5 215 | 8,33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 81 234 | −37,89 | 9 | −33,33 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 11 346 | 19,81 | 1 | |||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 104 | −44,97 | 11 | −35,29 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 130 213 | −6,53 | 14 336 | 10,86 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 2 322 | −49,94 | 256 | −40,70 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 310 985 | 94,54 | 34 239 | 130,74 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 270 156 | −6,95 | 29 744 | 10,36 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 360 | 260 | ||||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 20 366 | 165,11 | 2 275 | 234,07 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 270 791 | −3,67 | 29 814 | 14,25 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 12 216 | 0,00 | 1 345 | 18,52 | ||||
2025-08-11 | 13F | Eq Llc | 148 854 | 346,07 | 16 389 | 429,16 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 148 | 0,00 | 16 | 23,08 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 139 461 | −45,20 | 15 885 | −32,76 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 50 043 | −1,55 | 5 510 | 16,77 | ||||
2025-08-12 | 13F | Rhumbline Advisers | 27 880 | 0,00 | 3 070 | 18,59 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92 864 | −34,98 | 10 224 | −22,88 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 37 532 | 0,00 | 4 | 33,33 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 8 272 | −87,99 | 0 | −100,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 39 046 | −11,70 | 4 299 | 4,73 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 32 632 | −3,12 | 3 593 | 14,91 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 14 712 | 0,02 | 1 620 | 18,61 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7 495 | 1,83 | 825 | 20,79 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 5 176 | 0,00 | 570 | 18,54 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 48 749 | −1,26 | 5 367 | 17,11 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 88 | 0,00 | 10 | 12,50 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 58 109 | −7,74 | 6 398 | 9,41 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 2 567 | 283 | ||||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 3 390 | 23,14 | 373 | 46,27 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 1 150 | 80,25 | 0 | |||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 2 128 | 0,00 | 246 | 14,95 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 16 698 | 29,02 | 1 838 | 53,04 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 2 192 | 241 | ||||||
2025-08-04 | 13F | Field & Main Bank | 128 | 0,00 | 14 | 27,27 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 10 143 | 0,00 | 1 117 | 18,60 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 78 236 | −6,27 | 8 614 | 11,16 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 2 339 | 0,00 | 216 | −0,46 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 278 | −40,98 | 30 | −31,82 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31 231 | 5,31 | 3 439 | 24,93 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 32 060 | 5,78 | 3 530 | 25,45 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 6 003 | 25,32 | 661 | 48,65 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13 617 | −2,13 | 1 | 0,00 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2 274 | 0,04 | 250 | 19,05 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 16 908 | −3,74 | 1 862 | 14,17 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 54 915 | −5,50 | 6 046 | 12,09 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3 889 | 0,00 | 428 | 18,56 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 6 464 | 0,00 | 712 | 18,50 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1 948 | 214 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 4 435 | 0,00 | 488 | 18,73 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 2 160 | 0,00 | 238 | 18,50 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 5 623 | 0,00 | 619 | 18,58 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 116 833 | 4 219,15 | 12 863 | 5 024,70 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 56 222 | −15,83 | 6 190 | −0,16 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 54 554 | −4,33 | 6 006 | 13,47 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 3 282 | 27,60 | 361 | 51,68 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 3 969 | 0,28 | 437 | 18,80 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 3 285 356 | −5,21 | 361 718 | 12,43 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 50 178 | 0,00 | 5 525 | 18,59 | ||||
2025-08-13 | 13F | Hobbs Wealth Management, LLC | 82 311 | −13,10 | 9 062 | 3,07 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8 477 | 2,53 | 933 | 21,64 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 53 746 | −0,46 | 5 917 | 18,06 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 380 | 0,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 24 107 | −73,49 | 2 654 | −68,56 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 444 | −8,39 | 489 | 8,67 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 134 700 | 9,96 | 14 830 | 30,42 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 000 | −13,04 | 1 541 | 3,15 | |||
2025-08-06 | 13F | Modera Wealth Management, LLC | 720 950 | −1,74 | 79 377 | 16,54 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 59 705 | −2,39 | 6 574 | 15,76 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 31 834 | 15,36 | 3 505 | 36,82 | ||||
2025-08-04 | 13F | Spire Wealth Management | 201 582 | −2,14 | 22 194 | 16,07 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 12 315 | 0,00 | 1 356 | 18,55 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 17 316 | −5,10 | 1 906 | 12,58 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 356 528 | −0,38 | 39 254 | 18,15 | ||||
2025-08-07 | 13F | Commerce Bank | 50 386 | −3,67 | 5 547 | 14,25 | ||||
2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 331 | 36 | ||||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 3 218 | 0,00 | 354 | 18,79 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 3 525 | 0,00 | 388 | 18,65 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 47 773 | 2,30 | 5 260 | 21,31 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 958 227 | −2,91 | 105 501 | 15,15 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 9 002 | −87,41 | 991 | −85,07 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 69 000 | 348,58 | 7 597 | 432,31 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 9 003 | −1,99 | 991 | 16,31 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 13 125 | 141,58 | 1 445 | 174,71 | ||||
2025-08-12 | 13F | New World Advisors LLC | 4 474 | 493 | ||||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 9 036 | −10,85 | 995 | 5,74 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 12 692 | −1,76 | 1 397 | 16,51 | ||||
2025-07-31 | 13F | United Community Bank | 5 197 | 60,60 | 572 | 90,67 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 29 132 | 5,29 | 3 207 | 24,88 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 16 618 | 9,57 | 1 830 | 29,99 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 6 404 | −6,03 | 705 | 11,55 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 612 | 166,29 | 728 | 216,09 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7 176 | 0,00 | 790 | 18,62 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 71 489 | −2,82 | 7 871 | 15,24 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 25 266 | −0,74 | 2 782 | 17,69 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 1 088 | 3 526,67 | 120 | 5 850,00 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 7 906 | 0,03 | 870 | 18,69 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 802 | 0,00 | 88 | 18,92 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1 267 831 | 84,75 | 139 588 | 119,13 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 228 798 | −2,07 | 25 191 | 16,15 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 760 | 0,00 | 304 | 18,36 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 110 402 | 1,84 | 12 031 | 19,56 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 22 683 | 9,54 | 2 497 | 29,92 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 150 929 | −12,42 | 16 617 | 3,87 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 31 455 | 330,18 | 3 581 | 438,50 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 19 053 | 258,07 | 2 098 | 325,35 | ||||
2025-08-04 | 13F | Atria Investments Llc | 437 502 | −5,62 | 48 169 | 11,94 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 48 513 | −5,00 | 5 341 | 12,68 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 4 952 | 2,40 | 545 | 21,65 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 56 976 | 5,26 | 6 273 | 24,86 | ||||
2025-08-07 | 13F | W Advisors, Llc | 119 545 | −3,96 | 13 162 | 13,90 | ||||
2025-08-14 | 13F | Cobler Capital Management, LLC | 1 804 | 527 | ||||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 9 739 | 0,00 | 1 072 | 18,58 | ||||
2025-04-22 | 13F | Country Trust Bank | 1 | 0,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 214 890 | 2,16 | 23 659 | 21,17 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12 825 | 1 478 | ||||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 9 500 | 1 040 | ||||||
2025-08-05 | 13F | Everest Management Corp. | 2 408 | 0,00 | 265 | 18,83 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 137 853 | 6,50 | 15 696 | 28,85 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 115 559 | −1,07 | 12 723 | 17,34 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 2 192 | 241 | ||||||
2025-07-10 | 13F | SK Wealth Management, LLC | 11 937 | −0,83 | 1 324 | 28,07 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 2 591 | 0,00 | 285 | 18,75 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 170 294 | 2,80 | 18 749 | 21,92 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 185 503 | −16,83 | 20 424 | −1,36 | ||||
2025-08-05 | 13F | Huntington National Bank | 176 485 | 11,65 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 17 150 | −7,69 | 1 888 | 9,51 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 6 356 266 | −4,27 | 699 825 | 13,54 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 3 950 | 0,87 | 435 | 19,56 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 36 678 | 4 038 | ||||||
2025-08-08 | 13F | United Asset Strategies, Inc. | 2 672 | −0,19 | 294 | 18,55 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 184 520 | −4,87 | 20 316 | 12,83 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 18 658 | −1,44 | 2 054 | 16,90 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 66 539 | −0,06 | 7 326 | 18,53 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 32 396 | −2,63 | 3 567 | 15,48 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 34 424 | −0,44 | 3 790 | 18,11 | ||||
2025-07-31 | 13F | CNB Bank | 9 400 | 0,00 | 1 035 | 18,58 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Brio Consultants, LLC | 6 235 | 7,48 | 687 | 27,51 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7 764 | −2,14 | 855 | 6,09 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 155 540 | 0,75 | 17 125 | 19,50 | ||||
2025-07-23 | 13F | Sachetta, LLC | 4 896 | −2,78 | 539 | 15,42 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 15 457 | −20,49 | 1 702 | −5,71 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 2 420 | 0,00 | 266 | 18,75 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 3 414 | −90,36 | 376 | −88,59 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1 896 | 208 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 93 704 | −13,16 | 10 317 | 3,00 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 517 275 | −1,03 | 56 952 | 17,38 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 350 593 | −15,72 | 148 700 | −0,04 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 660 026 | −4,04 | 72 444 | 13,46 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16 404 | −16,57 | 1 788 | −2,08 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 21 804 | −0,30 | 2 401 | 18,23 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 272 896 | −2,33 | 30 046 | 15,84 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 448 | −0,04 | 490 | 18,40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 15 574 920 | 0,25 | 1 714 799 | 18,91 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 167 800 | 18 475 | ||||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 46 113 | −8,97 | 5 | 25,00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 13 997 | 8,99 | 1 541 | 29,28 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 065 099 | 4,14 | 227 122 | 23,35 | ||||
2025-07-09 | 13F | First Bank & Trust | 2 184 | −13,54 | 240 | 2,56 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 10 848 | −0,03 | 1 194 | 18,57 | ||||
2025-08-07 | 13F | S&co Inc | 33 695 | −5,31 | 4 | 0,00 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 32 440 | 10,09 | 3 572 | 30,57 | ||||
2025-07-01 | 13F | Bush Investment Group, Llc | 32 655 | −20,72 | 3 595 | −5,96 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 1 914 | 211 | ||||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 30 327 | −75,02 | 3 339 | −70,38 | ||||
2025-08-12 | 13F | Archer Investment Corp | 681 | 0,00 | 75 | 19,05 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 201 | 0,00 | 22 | 22,22 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 2 775 | 0,00 | 306 | 18,68 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 27 572 | 14,85 | 3 036 | 36,22 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 2 609 | −16,27 | 287 | −0,69 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 801 | 15,74 | 308 | 37,50 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 18 931 | −44,39 | 2 084 | −34,03 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 2 217 | 0 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 2 406 | 0,00 | 265 | 18,39 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 6 338 | 0,00 | 698 | 18,54 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 60 583 | −1,53 | 6 920 | 27,68 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 33 950 | −9,52 | 3 867 | 11,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 71 479 | −50,51 | 7 870 | −46,34 | ||||
2025-07-24 | 13F | MA Private Wealth | 391 480 | 19,17 | 43 102 | 41,33 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 36 492 | 0,00 | 3 388 | −8,58 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 180 858 | 1,38 | 18 362 | 10,89 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 5 534 | 0,00 | 609 | 18,71 | ||||
2025-08-04 | 13F | Human Investing LLC | 2 032 | −21,76 | 224 | −7,47 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 13 174 | 3,29 | 1 450 | 22,57 | ||||
2025-04-23 | 13F | Gimbal Financial | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 391 | 0,26 | 43 | 16,67 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 4 867 | 536 | ||||||
2025-05-14 | 13F | Aufman Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2 103 | −18,39 | 232 | −3,35 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 50 248 | −0,78 | 5 532 | 17,68 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 114 763 | −11,38 | 12 635 | 5,11 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2 040 | 225 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 44 632 | −6,73 | 5 084 | 14,43 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 117 757 | −3,65 | 12 965 | 14,28 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 37 829 | −1,13 | 4 165 | 17,26 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19 786 | 16,05 | 2 178 | 37,67 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 2 153 | 237 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 38 509 | 1,86 | 4 240 | 20,80 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 39 239 | −3,93 | 4 320 | 13,95 | ||||
2025-08-12 | 13F | GDS Wealth Management | 7 498 | 7,04 | 826 | 26,92 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 118 929 | 4,19 | 13 094 | 23,57 | ||||
2025-07-11 | 13F | Busey Wealth Management | 341 514 | −1,10 | 37 601 | 17,31 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 613 | 398 | ||||||
2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | −20 | −2 | |||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 3 530 | 0,00 | 389 | 18,65 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3 744 | 27,61 | 412 | 51,47 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 14 587 | −2,58 | 1 606 | 15,55 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 460 | 0,00 | 51 | 19,05 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 859 735 | 1,67 | 94 657 | 20,58 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1 860 | 205 | ||||||
2025-08-14 | 13F | Win Advisors, Inc | 76 448 | −6,67 | 8 417 | 10,69 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 179 | 0,00 | 570 | 18,75 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 111 124 | −3,33 | 12 235 | 14,65 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 8 990 | 5,27 | 990 | 24,87 | ||||
2025-08-12 | 13F | Barings Llc | 244 432 | 644,06 | 26 912 | 782,62 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 5 240 | 0,00 | 577 | 18,52 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 3 658 | 0,00 | 403 | 18,58 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 6 903 | 0,00 | 760 | 18,75 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 8 808 | 1,83 | 1 006 | 25,44 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 1 861 | 205 | ||||||
2025-08-11 | 13F | PAX Financial Group, LLC | 179 732 | −7,81 | 19 788 | 9,34 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2 157 | 237 | ||||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 96 263 | −2,13 | 10 599 | 16,08 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 0 | −100,00 | 0 | |||||
2025-09-03 | 13F | American Trust | 11 366 | 1 251 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8 373 | −21,36 | 922 | −6,78 | ||||
2025-08-05 | 13F | Meridian Management Co | 7 272 | 0,00 | 828 | 22,67 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 89 057 | −2,47 | 9 805 | 29,44 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 628 | 75,87 | 1 170 | 108,93 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 19 682 | 54,98 | 2 167 | 83,87 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 137 | −74,10 | 15 | −69,39 | ||||
2025-08-14 | 13F | Sei Investments Co | 193 825 | −1,79 | 21 340 | 16,48 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 8 895 | 0,00 | 1 | |||||
2025-07-15 | 13F | Kelly Financial Group Llc | 4 047 | 0,55 | 446 | 19,30 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 7 970 | −14,34 | 877 | 1,62 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 888 | 0,00 | 538 | 18,76 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 84 287 | 3,06 | 9 280 | 22,23 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 35 563 | −0,84 | 3 301 | −9,34 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 240 326 | 572,22 | 26 460 | 697,47 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 127 | 0,00 | 14 | 18,18 | ||||
2025-08-01 | 13F | Motco | 920 | 0,00 | 105 | 22,35 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 720 | 0,00 | 79 | 19,70 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 4 669 | −1,48 | 514 | 17,08 | ||||
2025-04-11 | 13F | Davis Capital Management | 231 | 0,00 | 21 | −8,70 | ||||
2025-08-14 | 13F | UBS Group AG | 8 834 680 | −1,28 | 972 698 | 17,09 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 3 427 | −1,01 | 377 | 17,45 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 4 702 | 518 | ||||||
2025-08-08 | 13F | Security Financial Services, INC. | 244 403 | −7,32 | 26 909 | 9,92 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 48 509 | −0,09 | 5 341 | 18,48 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 541 | 109,75 | 500 | 149,50 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 93 017 | −2,85 | 10 241 | 15,22 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 259 385 | −1,01 | 28 558 | 17,41 | ||||
2025-08-12 | 13F | Atlantic Family Wealth, Llc | 62 071 | −1,80 | 6 834 | 16,48 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 1 527 | 0,00 | 0 | |||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22 271 | 8,78 | 2 452 | 29,05 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 28 | 0,00 | 3 | 50,00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 315 175 | 19,32 | 34 701 | 41,52 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 10 087 | −60,69 | 1 111 | −53,40 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 11 600 | 0,00 | 1 277 | 18,68 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 166 133 | −5,14 | 18 783 | 15,53 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 576 | 0,00 | 63 | 18,87 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5 034 | 0,00 | 554 | 18,63 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 222 709 | −7,75 | 24 520 | 9,42 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1 936 | 213 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 911 | −1,34 | 210 | 17,32 | ||||
2025-08-08 | 13F | Condor Capital Management | 4 486 | 0,00 | 494 | 18,75 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11 629 | 1,41 | 1 280 | 20,30 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 2 412 | 0,00 | 266 | 18,83 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 241 400 | 47,34 | 26 578 | 74,76 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 141 445 | −14,14 | 15 573 | 1,84 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 3 920 | 0,00 | 432 | 18,73 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 42 378 341 | −3,27 | 4 665 855 | 14,73 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 1 952 | −11,03 | 215 | 5,42 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 14 474 | −3,02 | 1 594 | 15,02 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 695 | 0 | ||||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 356 | 0,00 | 0 | |||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 9 232 | 40,73 | 1 016 | 67,11 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 250 570 | −3,55 | 27 588 | 14,40 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | Call | 0 | −100,00 | 0 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 5 196 | −57,80 | 572 | −49,91 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 189 481 | −3,22 | 130 962 | 14,79 | ||||
2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 2 351 | 259 | ||||||
2025-08-05 | 13F | Burney Co/ | 3 511 | 0,29 | 387 | 18,77 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 186 207 | −7,10 | 20 501 | 10,18 | ||||
2025-07-23 | 13F | Equitable Trust Co | 7 565 | 39,45 | 833 | 65,41 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 3 732 | 0,00 | 411 | 18,50 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 970 | −10,39 | 767 | 6,23 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 3 092 | −1,21 | 337 | 15,86 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 692 | 627 | ||||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 2 880 | 0,00 | 317 | 18,73 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 42 818 | 13,39 | 4 714 | 34,49 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Interactive Financial Advisors | 1 918 | 211 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 999 | 202,88 | 220 | 260,66 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 781 | −28,27 | 201 | −10,27 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 10 407 | 281,21 | 1 146 | 352,57 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 5 267 | 0,00 | 580 | 18,65 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 34 110 | −3,10 | 3 756 | 14,94 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 220 | 0,00 | 0 | |||||
2025-08-11 | 13F | Sofi Wealth, Llc | 1 934 851 | 4,19 | 213 027 | 23,58 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 869 187 | 49,58 | 95 698 | 77,41 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 28 607 | −0,38 | 3 150 | 18,16 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 651 | 5,46 | 1 723 | 25,13 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 795 | 0,00 | 198 | 18,67 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 581 186 | 0,01 | 63 989 | 18,61 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4 458 | 0,00 | 491 | 18,89 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 249 776 | −1,61 | 25 872 | 15,20 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 18 568 | 103,91 | 2 044 | 141,89 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 005 071 | −7,06 | 110 658 | 10,24 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7 406 | 5,00 | 815 | 24,62 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 86 628 | 11,41 | 10 | 28,57 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 2 622 | 8,17 | 289 | 28,00 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 101 059 | 3,26 | 11 127 | 22,47 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 3 154 | 0,06 | 347 | 18,84 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 771 | −8,76 | 430 | 12,01 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 451 | −35,97 | 270 | −24,23 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2 426 | −3,42 | 267 | 14,59 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 501 | 0,00 | 55 | 19,57 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 97 596 | −17,60 | 10 745 | −2,26 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 759 719 | −38,63 | 302 197 | −27,40 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 4 600 | 0,00 | 506 | 18,50 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 48 455 | 289,76 | 5 335 | 362,22 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 30 125 | −23,14 | 3 317 | −8,85 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 3 330 | 0,00 | 367 | 18,45 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 2 909 | 0,00 | 320 | 18,52 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 13 444 | 475,51 | 1 480 | 585,19 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 106 080 | 632,34 | 11 679 | 768,97 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 14 726 | −3,01 | 1 621 | 15,05 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 2 353 | −1,18 | 259 | 17,19 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 33 545 | −0,15 | 3 693 | 18,44 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1 031 | 0,00 | 114 | 18,95 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 67 399 | −34,66 | 7 421 | −22,51 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 2 185 | −42,18 | 241 | −31,43 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 74 220 | 1,87 | 8 172 | 20,82 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 39 000 | −15,22 | 4 294 | 0,54 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 2 640 | −11,82 | 291 | 4,69 | ||||
2025-08-11 | 13F | Dorsey Wright & Associates | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | FPACX - FPA Crescent Fund | Short | −103 285 | −0,00 | −11 372 | 18,61 | |||
2025-08-06 | 13F | Summit Wealth Group, LLC | 2 223 | 0,00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 10 027 | 1 104 | ||||||
2025-07-10 | 13F | Perkins Coie Trust Co | 126 267 | −2,15 | 13 902 | 16,05 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 519 | 51 800,00 | 57 | 9,62 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 30 700 | 127,41 | 3 380 | 169,75 | |||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4 793 | −26,45 | 528 | −12,75 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 32 756 | 3 606 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 13 300 | −22,22 | 1 464 | −7,75 | |||
2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 234 140 | −1,98 | 25 779 | 16,25 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 66 291 | 7,39 | 7 299 | 27,36 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 10 215 | 0,00 | 1 125 | 18,57 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 3 403 | 0,00 | 316 | 0,00 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 6 153 | 0,00 | 677 | 18,56 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 224 | 2,31 | 2 667 | 21,45 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 6 802 | 1,05 | 749 | 18,17 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20 724 | −41,09 | 2 282 | −30,14 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 5 291 | 51,21 | 583 | 79,63 | ||||
2025-08-08 | 13F | Croban | 27 636 | −8,07 | 3 043 | 9,03 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 180 019 | −8,02 | 20 | 5,56 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3 482 | 0,00 | 383 | 18,58 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 20 207 | −1,37 | 2 225 | 16,99 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 12 580 | −0,87 | 1 385 | 17,57 | ||||
2025-05-08 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 27 747 | −1,33 | 3 055 | 17,01 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 16 981 | 0,53 | 1 870 | 19,20 |