Grundläggande statistik
| Institutionella ägare | 1438 total, 1433 long only, 1 short only, 4 long/short - change of 3,30% MRQ |
| Genomsnittlig portföljallokering | 1.0155 % - change of −5,26% MRQ |
| Institutionella aktier (lång) | 101 650 920 (ex 13D/G) - change of −0,29MM shares −0,28% MRQ |
| Institutionellt värde (lång) | $ 33 585 367 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell 1000 ETF (US:IWB) har 1438 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 101,684,927 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Fmr Llc, Bank Of America Corp /de/, Envestnet Asset Management Inc, M&t Bank Corp, Northern Trust Corp, LPL Financial LLC, Pnc Financial Services Group, Inc., Morgan Stanley, and Goldman Sachs Group Inc .
iShares Trust - iShares Russell 1000 ETF (ARCA:IWB) 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 17, 2025 is 361,40 / share. Previously, on September 18, 2024, the share price was 307,82 / share. This represents an increase of 17,41% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 19 815 | 0,05 | 6 729 | 10,77 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5 757 | −0,86 | 1 955 | 9,71 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 170 | 397 | ||||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 332 397 | −2,88 | 112 872 | 7,51 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 15 552 | −0,19 | 5 281 | 10,48 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 24 188 | −2,93 | 8 213 | 7,46 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 10 462 | 2,75 | 3 553 | 13,74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 17 379 | 1,34 | 5 902 | 12,19 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 603 | −30,21 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 21 656 | 7,69 | 7 354 | 19,21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 116 486 | 0,92 | 39 555 | 11,73 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 712 | −0,84 | 242 | 9,55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 622 | 28,22 | 572 | 48,96 | ||||
| 2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 19 234 | 0,00 | 6 566 | 11,29 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 300 | 0,00 | 102 | 9,78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 626 | 0,00 | 1 231 | 1,07 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 1 759 | 0,17 | 597 | 10,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 913 537 | −12,38 | 649 781 | −3,00 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 1 719 | 3,68 | 584 | 14,76 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6 663 | 0,00 | 2 263 | 10,72 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Napatree Capital Llc | 1 330 | −4,18 | 408 | −8,95 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 3 400 | 0,00 | 1 155 | 10,75 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 18 322 | 1,90 | 6 258 | 13,31 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14 833 | 73,83 | 5 037 | 83,26 | ||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 5 645 | 58,57 | 1 720 | 45,43 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 371 | 0,00 | 126 | 10,62 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 266 | −4,93 | 8 919 | 5,25 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 279 | 6,47 | 1 793 | 17,89 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 8 479 | −27,79 | 2 879 | −20,05 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 810 | 0,00 | 275 | 10,89 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 3 165 | 0,00 | 1 075 | 10,72 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 847 | 23,34 | 1 306 | 36,61 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 994 | 0,00 | 338 | 10,86 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 49 047 | −0,57 | 16 655 | 10,07 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 18 630 | 60,66 | 6 326 | 77,90 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 661 216 | −0,76 | 224 529 | 9,86 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 209 | 71 | ||||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 2 570 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 29 522 | −0,01 | 10 025 | 10,69 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1 153 | 0,00 | 392 | 10,76 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1 166 | −16,95 | 396 | −8,14 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 1 997 | 0,00 | 678 | 10,78 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 50 | 0,00 | 17 | 6,67 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 292 | −0,91 | 778 | 9,73 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 508 | 24,82 | 172 | 38,71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 302 | 2,29 | 4 521 | 13,22 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 816 | 277 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331 452 | −0,15 | 112 551 | 10,54 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 8 107 | 0,10 | 2 753 | 10,79 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 774 | −5,13 | 602 | 5,06 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 291 | 0,00 | 99 | 10,11 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 445 | −13,76 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 054 | 3,27 | 698 | 14,26 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 9 280 | 1,25 | 3 151 | 12,10 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7 334 | 55,71 | 2 490 | 72,44 | ||||
| 2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 791 000 | 0,00 | 268 600 | 10,70 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 507 | 0,40 | 172 | 10,97 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 663 | 1,53 | 225 | 12,50 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 13 038 | 22,27 | 4 427 | 35,38 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 21 541 | −3,92 | 7 315 | 1,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215 766 | −5,53 | 73 | 4,29 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 35 283 | 0,79 | 11 981 | 11,59 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 057 | 0,19 | 359 | 11,15 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1 317 | −4,22 | 457 | 9,88 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 5 546 | 0,02 | 1 883 | 10,76 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 8 607 | 0,00 | 2 640 | −4,76 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 5 037 | 0,26 | 1 710 | 10,97 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5 778 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 395 | −36,08 | 134 | −29,10 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 13 072 | 0,00 | 4 439 | 10,70 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 18 354 | −0,21 | 6 233 | 10,48 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 239 | −21,33 | 421 | −13,04 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 8 270 | 0,11 | 2 808 | 10,68 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 949 | 0,00 | 322 | 10,65 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 783 | −7,88 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 2 352 | 73,84 | 799 | 92,29 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4 268 | 127,02 | 1 449 | 151,56 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 615 | 209 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 644 | 219 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 1 049 | 356 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 625 | 0,00 | 2 589 | 10,74 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 606 | 1,40 | 885 | 12,18 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 829 | 0,00 | 621 | 10,70 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 924 | −6,71 | 2 012 | 3,29 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 836 | 0,00 | 284 | 10,55 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3 255 | −0,43 | 1 105 | 10,28 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1 268 | 431 | ||||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 23 153 | 0,00 | 7 862 | 10,72 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 64 | 22 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 924 | 0,00 | 314 | 10,60 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2 427 | −1,38 | 824 | 9,28 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 1 050 | 0,00 | 357 | 10,56 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 13 035 | 0,97 | 4 450 | 15,65 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 373 | −13,86 | 127 | −4,55 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2 867 | 0,00 | 974 | 10,69 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 1 772 | 0,00 | 602 | 10,68 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 4 194 | 11,28 | 1 284 | 11,07 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6 077 | −1,09 | 2 064 | 9,50 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1 840 | 0,22 | 625 | 10,83 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 21 858 | 5,28 | 7 422 | 16,55 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Enzi Wealth | 2 757 | −0,18 | 945 | 13,87 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6 979 | 1,16 | 2 370 | 11,96 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 788 | 0,00 | 268 | 10,79 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 57 101 | 181,08 | 19 390 | 211,17 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 295 | 0,00 | 440 | 10,58 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 385 776 | −1,40 | 810 138 | 9,16 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 725 | 0,00 | 246 | 10,81 | ||||
| 2025-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 849 | 10,39 | 628 | 22,22 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 871 | 0,00 | 296 | 10,49 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 87 954 | 0,00 | 29 867 | 10,70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 136 660 | −51,73 | 40 700 | −53,13 | ||||
| 2025-08-13 | 13F | State Board Of Administration Of Florida Retirement System | 60 000 | 20 374 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 844 | −0,34 | 1 305 | 10,41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5 662 | 0,00 | 1 923 | 10,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 236 244 | −0,41 | 80 221 | 10,25 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 11 165 | −0,28 | 3 791 | 10,40 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11 843 | −7,06 | 4 022 | 2,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 447 669 | 1,94 | 831 155 | 12,85 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 33 857 | −0,63 | 11 497 | 10,00 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 1 980 | 0,00 | 672 | 10,71 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10 055 | 0,66 | 3 414 | 11,46 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 1 060 | −1,40 | 360 | 9,12 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 957 | 671 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 1 829 | 0,00 | 621 | 10,71 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 9 614 | −2,12 | 3 265 | 8,37 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 716 | 0,00 | 244 | 10,91 | ||||
| 2025-08-08 | 13F | Fiduciary Counselling Inc | 32 448 | 0,00 | 11 018 | 10,70 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 757 | 9,62 | 958 | 23,01 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 85 468 | 134,48 | 29 022 | 159,59 | ||||
| 2025-07-18 | 13F | United Bank | 650 | 221 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 66 393 | −4,78 | 22 545 | 5,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 883 | 0,00 | 300 | 10,33 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 221 | 0,00 | 415 | 10,70 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 178 | 0,00 | 60 | 11,11 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 158 | 54 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 22 049 | 622,44 | 7 487 | 700,75 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 620 | −17,33 | 211 | −8,30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 333 | 19,35 | 113 | 32,94 | ||||
| 2025-08-26 | NP | MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 646 882 | −47,36 | 219 662 | −41,73 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 613 | 7,36 | 208 | 18,86 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 868 | 0,00 | 295 | 10,53 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 998 | 0,56 | 1 697 | 11,35 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 22 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 218 | 16,19 | 753 | 28,72 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 811 | 27,84 | 1 294 | 41,58 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 491 | 0,00 | 506 | 10,72 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 8 878 | 57,24 | 3 015 | 74,12 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 935 | 0,00 | 317 | 10,84 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 5 479 | −0,13 | 1 860 | 11,31 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 680 | −0,26 | 910 | 10,44 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 48 698 | 2,95 | 16 536 | 13,97 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 7 334 | −3,99 | 2 490 | 6,27 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 48 706 | 0,14 | 16 539 | 10,86 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 450 | −12,23 | 492 | −2,77 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 2 751 | 0,00 | 934 | 10,79 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 1 850 | 0,00 | 1 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 1 239 | 0,00 | 421 | 10,53 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 13 055 | −0,22 | 4 550 | 12,82 | ||||
| 2025-08-15 | 13F | Johns Hopkins University | 264 479 | −58,35 | 89 809 | −53,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12 933 | 2,86 | 4 392 | 13,87 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 9 132 | −3,74 | 3 101 | 6,56 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 109 | 0,00 | 37 | 5,71 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3 400 | 0,00 | 1 155 | 10,75 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 523 | 0,00 | 178 | 10,63 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 9 045 | 10,79 | 3 071 | 22,64 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 688 | −4,44 | 234 | 5,91 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 719 | 0,00 | 244 | 10,91 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 685 | 0,00 | 233 | 10,48 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 12 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 013 | 9,66 | 5 438 | 21,42 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 11 641 | −6,89 | 3 953 | 3,08 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 304 | 33,20 | 443 | 47,33 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 52 017 | −0,09 | 17 664 | 10,61 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 720 | 0,00 | 244 | 10,91 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 888 | 0,00 | 302 | 10,66 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 506 | −4,93 | 851 | 5,20 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 1 012 | 0,00 | 344 | 10,65 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 117 | 719 | ||||||
| 2025-08-14 | 13F | Family Office Research LLC | 772 | 0,13 | 262 | 11,02 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 723 | 0,00 | 246 | 10,86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 60 841 | −12,14 | 20 660 | −2,74 | ||||
| 2025-04-22 | 13F | Acorn Creek Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 13 765 | 36,23 | 4 674 | 50,82 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 176 | 1 078 | ||||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 9 112 | 0,04 | 3 094 | 10,78 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 842 | 0,00 | 286 | 10,47 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 77 307 | 6,46 | 26 251 | 17,86 | ||||
| 2025-07-16 | 13F | American National Bank | 26 956 | −9,02 | 9 153 | 0,72 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 70 | 0,00 | 24 | 9,52 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 415 | 63,39 | 480 | 81,13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189 403 | 2,10 | 64 316 | 13,02 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 9 955 | 0,25 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 497 | 0,34 | 1 188 | 11,14 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 1 368 | 0,00 | 464 | 10,74 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 966 | 0,00 | 328 | 10,81 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 386 | 1 171,56 | 471 | 1 324,24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 12 453 | 74,80 | 4 229 | 93,50 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 851 | 0,00 | 289 | 10,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 282 613 | −3,35 | 95 967 | 6,99 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2 330 | 791 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 749 | 0,00 | 254 | 10,92 | ||||
| 2025-08-14 | 13F | Utah Retirement Systems | 20 700 | 99,04 | 7 029 | 120,34 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 917 | 0,03 | 2 349 | 10,75 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 643 | −2,47 | 897 | 7,94 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 724 | 246 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 957 | −67,31 | 1 344 | −63,82 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 1 263 | 0,00 | 439 | 13,18 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 648 | 51,02 | 1 918 | 67,13 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 645 | 219 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 52 649 | 11,62 | 17 878 | 23,56 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 4 641 | −18,52 | 1 576 | −14,17 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 798 988 | 0,78 | 271 312 | 11,56 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 901 | −10,62 | 306 | −5,86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4 610 | 0,09 | 1 565 | 10,84 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 11 948 | 0,25 | 4 057 | 11,00 | ||||
| 2025-08-14 | 13F | State Street Corp | 700 | 0,00 | 238 | 10,75 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 308 | 0,00 | 105 | 10,64 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2 230 | −1,11 | 757 | 9,55 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 616 | −7,17 | 4 624 | 2,78 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 718 | −9,97 | 923 | −0,43 | ||||
| 2025-06-25 | NP | WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares | 1 220 | −27,38 | 372 | −33,51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 843 | 6,77 | 1 645 | 18,19 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 704 | 0,00 | 239 | 11,16 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 869 | 0,00 | 295 | 10,90 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 40 | 0,00 | 14 | 8,33 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 6 697 | 0,00 | 2 274 | 10,71 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 634 | 0,17 | 1 234 | 10,97 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 30 091 | 9 230 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 2 471 | −18,23 | 839 | −9,40 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 240 | 0,00 | 761 | 10,63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 930 | 0,00 | 316 | 10,53 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 7 784 | −2,42 | 2 643 | 8,05 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 206 774 | −0,42 | 70 214 | 10,24 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 12 924 | 4 389 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 7 530 | 360,27 | 2 310 | 325,23 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 710 | 7,41 | 241 | 19,31 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 917 | 0,00 | 311 | 10,68 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 1 900 | 0,00 | 645 | 10,82 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 3 878 | 0,00 | 1 317 | 10,68 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 35 746 | 53,71 | 10 965 | 46,34 | ||||
| 2025-04-22 | 13F | Antonelli Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 820 | 0,12 | 278 | 10,76 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 4 182 | 0,00 | 1 420 | 10,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 533 | 10,81 | 181 | 22,45 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 88 503 | 0,51 | 30 053 | 11,27 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 256 | 56,10 | 87 | 74,00 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 728 850 | −3,89 | 247 496 | 6,40 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 7 956 | −0,30 | 2 701 | 10,38 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 11 576 | 7,89 | 3 931 | 19,42 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 91 | 75,00 | 31 | 100,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27 945 | −0,22 | 9 490 | 10,47 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 2 177 | 1,21 | 739 | 12,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 421 | −1,92 | 1 841 | 8,55 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 313 | 0,00 | 106 | 10,42 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 38 | 0,00 | 13 | 9,09 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 061 | −0,26 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 2 194 | 0,00 | 745 | 10,71 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 737 | 53,98 | 6 702 | 70,49 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 9 541 | −4,91 | 3 240 | 5,26 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 7 494 | −0,46 | 2 545 | 10,18 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 31 834 | 0,00 | 10 810 | 10,70 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 623 | 212 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 657 | 226 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 39 724 | −3,63 | 13 489 | 6,69 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 2 278 | 0,09 | 774 | 10,74 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 566 | −0,27 | 871 | 10,39 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 18 005 | 6 114 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 42 443 | 0,41 | 14 791 | 14,08 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 14 136 | −17,60 | 5 | −20,00 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 1 183 | 0,00 | 402 | 10,77 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 3 698 | 97,23 | 1 271 | 134,50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 032 | −3,51 | 683 | 5,89 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 1 766 | 0,00 | 600 | 10,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77 585 | 3,37 | 26 166 | 14,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 173 874 | −1,00 | 398 611 | 9,59 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 221 192 | −1,70 | 75 110 | 8,82 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 37 | 0,00 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 7 719 | −2,09 | 2 621 | 8,40 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 982 | 0,20 | 341 | 13,67 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 1 713 | 0,00 | 582 | 10,67 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23 019 | 7,46 | 7 817 | 18,96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 121 | −64,25 | 1 060 | −60,46 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 11 420 | −5,34 | 3 878 | 4,78 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 11 750 | 13,38 | 3 990 | 25,52 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 903 | −8,88 | 307 | 0,99 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4 828 | 10,13 | 1 657 | 29,27 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1 804 | 12,47 | 613 | 24,64 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 806 | 0,00 | 274 | 10,53 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 115 293 | 313,13 | 39 150 | 357,36 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 58 430 | 10,48 | 20 | 18,75 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 626 | 213 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 248 | −2,09 | 2 461 | 8,41 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 1 516 | −2,63 | 515 | 7,76 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 939 | 6,46 | 319 | 17,78 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 3 692 | 0,00 | 1 254 | 10,69 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 385 000 | −59,43 | 130 734 | −55,09 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 872 | 296 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 042 | 3,29 | 2 731 | 13,94 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 368 | 0,00 | 125 | 10,71 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 021 | 10,50 | 347 | 22,26 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 218 | 0,00 | 74 | 12,12 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 85 227 | −0,79 | 28 941 | 9,83 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 120 | 0,00 | 41 | 11,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 374 | 1 146 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 827 | 10,66 | 1 639 | 22,59 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 528 | −1,16 | 1 538 | 9,40 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 849 | 21,25 | 628 | 34,48 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 8 397 | 1,02 | 2 851 | 11,85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 47 050 | −61,07 | 16 | −59,46 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 1 418 | 0,00 | 482 | 10,83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 59 813 | 27,49 | 20 311 | 41,13 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1 975 | 671 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 902 | −5,79 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 2 380 | 0,00 | 808 | 10,68 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 229 | −18,56 | 417 | −9,74 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 185 502 | 21,06 | 62 991 | 34,01 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 500 | 0,00 | 170 | 10,46 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 1 673 | −0,71 | 568 | 10,08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 667 | 7 697 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 418 | 18,56 | 1 161 | 31,22 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1 647 | −0,30 | 559 | 10,47 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 150 | 0,00 | 51 | 8,70 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 28 125 | −1,14 | 9 550 | 9,44 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 665 | 0,00 | 226 | 10,84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54 876 | −6,76 | 18 634 | 3,22 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 1 970 | −56,76 | 669 | −52,18 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 15 005 | 0,24 | 5 095 | 10,98 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 65 316 | −0,02 | 22 179 | 10,68 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 27 085 | 4,19 | 9 197 | 15,34 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 991 | 0,00 | 1 531 | −4,79 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 764 | 23,55 | 1 617 | 35,12 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 903 | 0,00 | 307 | 10,87 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 45 101 | 16,89 | 15 315 | 29,40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 700 | 3 633 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 40 621 | −88,14 | 13 794 | −86,88 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8 936 | 70,70 | 3 035 | 89,03 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 489 | −8,11 | 1 185 | 1,72 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 054 | 0,00 | 697 | 10,63 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 30 | 9 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 232 | 79 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 283 | 0,04 | 5 190 | 10,73 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 17 183 | 0,00 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14 455 | 4,27 | 4 908 | 15,43 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 870 | 267 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 69 892 | 23 733 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 651 | 3 956 | ||||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 143 | 0,00 | 44 | −6,52 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 7 527 | −4,20 | 2 556 | 6,02 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 30 050 | −1,31 | 10 204 | 9,25 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 10 743 | −1,20 | 3 648 | 9,39 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 387 523 | −0,10 | 131 591 | 10,59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 949 | 0,00 | 662 | 10,72 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 844 | −4,72 | 3 003 | 5,48 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 1 088 | 8,80 | 370 | 20,59 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 2 610 | −1,17 | 886 | 9,38 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 1 865 | 0,00 | 633 | 10,66 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2 265 | 0,62 | 769 | 11,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 27 619 | −0,95 | 9 378 | 9,65 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28 542 | −0,59 | 8 755 | −5,34 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 760 | 0,00 | 258 | 10,73 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 11 307 | −0,68 | 3 840 | 9,94 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 750 | 258 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 7 542 | 0,00 | 2 561 | 10,72 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 169 | −0,04 | 3 793 | 10,65 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 751 986 | 1,27 | 934 492 | 12,11 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 3 800 | 0,00 | 1 290 | 10,73 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 704 | −3,16 | 239 | 7,21 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3 166 | 81,95 | 1 075 | 107 300,00 | ||||
| 2025-07-22 | 13F | Legacy Trust | 2 735 | −17,25 | 929 | −8,39 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 4 193 | −18,17 | 1 286 | −22,06 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 551 | 16,18 | 527 | 28,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 957 | 11,84 | 1 | |||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 6 019 | 0,00 | 2 044 | 10,67 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 7 558 | 0,00 | 2 567 | 10,70 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1 201 | 11,41 | 368 | 6,05 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 7 076 | 2 403 | ||||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 42 556 | 0,00 | 14 451 | 10,70 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 20 347 | 1,02 | 6 909 | 11,83 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3 868 | 0,00 | 1 313 | 10,71 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 1 824 | 0,16 | 619 | 10,93 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 1 705 | 579 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 616 | 4,63 | 8 699 | 15,83 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 368 | −4,19 | 1 483 | 6,08 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1 836 | −3,32 | 623 | 7,04 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 754 | 0,00 | 256 | 10,82 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 247 | 0,00 | 84 | 10,67 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6 719 | −1,71 | 2 282 | 8,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 716 | −2,62 | 922 | 7,84 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 189 | 1,20 | 743 | 12,07 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 1 111 | 0,00 | 377 | 10,88 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9 060 | 0,55 | 3 077 | 11,33 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 937 | −18,98 | 2 016 | −10,28 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 430 | 0,00 | 146 | 11,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 5 828 | −54,94 | 1 979 | −50,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 382 | −0,08 | 10 657 | 10,61 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 76 847 | 4,03 | 26 095 | 15,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 419 | 2,24 | 3 536 | 12,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 83 754 | −0,56 | 28 440 | 10,08 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 793 | 0,00 | 269 | 10,70 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 389 | 10,51 | 132 | 23,36 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 535 | 0,00 | 521 | 10,85 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 109 | −1,89 | 2 754 | 8,60 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 2 842 | 965 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 419 418 | 9,90 | 142 422 | 21,66 | ||||
| 2025-08-07 | 13F | Nwam Llc | 794 | −2,70 | 277 | 10,40 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 134 | 0,00 | 725 | 10,70 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 382 | −5,21 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13 162 | −3,61 | 4 469 | 6,71 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 2 316 | 0,04 | 787 | 10,70 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 288 | 0,00 | 1 117 | 10,71 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 586 642 | −6,32 | 538 776 | 3,71 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 24 702 | −0,92 | 8 388 | 9,69 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 5 007 | 3 283,11 | 1 700 | 3 677,78 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 753 | −9,63 | 1 274 | 0,08 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 112 672 | 57,35 | 38 260 | 74,19 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 245 | 0,00 | 83 | 10,67 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3 186 | 1 082 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 327 | −14,62 | 114 | −3,42 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 546 | −70,53 | 2 562 | −67,38 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 8 552 | 0,00 | 2 904 | 10,76 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 919 | 14,10 | 1 670 | 26,32 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 974 | 0,00 | 331 | 10,74 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 9 105 | 0,00 | 3 092 | 10,71 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 658 | 223 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16 979 | 26 021,54 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 797 | 10,08 | 271 | 21,62 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 569 | −33,03 | 1 551 | −25,54 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 138 423 | −2,21 | 47 004 | 8,26 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 895 | 0,00 | 304 | 10,58 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 43 406 | 0,00 | 15 | 7,69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 49 809 | −26,42 | 15 278 | −29,94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 842 | 11,43 | 625 | 23,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 167 228 | −0,92 | 57 | 9,80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 96 999 | 0,00 | 32 938 | 10,70 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 5 929 | 0,00 | 2 013 | 10,73 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 124 | −0,04 | 2 759 | 10,67 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 176 | −63,71 | 60 | −60,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 133 793 | 3,18 | 3 441 132 | 14,22 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 25 657 | 0,57 | 8 712 | 11,34 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 1 711 | 3,07 | 581 | 14,15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 838 | −0,20 | 2 662 | 10,46 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 6 334 | 0,00 | 2 151 | 10,71 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 799 | 4,84 | 611 | 15,97 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2 895 | 67,83 | 983 | 85,82 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1 314 | −33,57 | 446 | −26,40 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 653 | 222 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 1 603 | 0,00 | 544 | 10,79 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 3 975 | −0,03 | 1 350 | 10,66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 497 173 | 2,37 | 168 825 | 13,33 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 1 170 | 0,17 | 397 | 10,89 | ||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 030 | 0,00 | 1 029 | 10,66 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 177 798 | −0,35 | 60 375 | 10,31 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 12 269 | 0,00 | 4 166 | 10,71 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 885 | 0,00 | 301 | 10,70 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 841 | −4,54 | 286 | 5,56 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 351 | 17,79 | 2 157 | 30,43 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 2 331 | −26,42 | 792 | −18,54 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 12 502 | −0,97 | 3 835 | −5,71 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1 523 | 0,00 | 517 | 10,71 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 120 | 0,00 | 41 | 11,11 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 87 | −22,32 | 29 | −14,71 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 19 087 | 1,07 | 6 481 | 11,90 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 1 886 | 7,34 | 641 | 18,74 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 782 | −62,86 | 605 | −58,87 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 1 559 | 529 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6 564 | 16,05 | 2 229 | 28,49 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 1 732 | 0,00 | 588 | 10,73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 138 988 | −9,96 | 47 195 | −0,33 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 842 | 0,00 | 258 | −4,80 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1 823 | 0,00 | 619 | 10,73 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 17 827 | −1,03 | 6 054 | 9,56 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3 222 | 0,25 | 1 094 | 11,07 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 5 921 | 2,37 | 2 011 | 13,30 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 1 855 | 0,00 | 630 | 10,54 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 102 | 0,00 | 374 | 10,65 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 32 461 | 0,61 | 11 023 | 11,38 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 178 | 42,40 | 60 | 57,89 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 22 699 | 0,00 | 7 708 | 10,70 | ||||
| 2025-08-08 | 13F | King Wealth | 731 | 0,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 24 550 | 0,00 | 8 336 | 10,70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 632 | −0,48 | 1 913 | 10,20 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 10 229 | 0,25 | 3 473 | 10,99 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 620 | 211 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 2 529 | 0,00 | 859 | 10,71 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 37 839 | 0,00 | 12 849 | 10,71 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 1 083 | 0,00 | 368 | 10,54 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 45 838 | 24,17 | 13 965 | 13,90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 46 149 | 16,80 | 15 671 | 29,30 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 29 | 10 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 732 | 0,00 | 249 | 10,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 185 529 | −0,32 | 63 000 | 10,35 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 2 040 | −4,32 | 693 | 5,97 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 822 | 0,00 | 279 | 10,71 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 5 427 | −2,37 | 1 843 | 8,04 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3 057 | 3,10 | 1 038 | 14,19 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2 389 | 0,00 | 811 | 10,79 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 1 546 | 0,00 | 525 | 10,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 454 855 | −0,26 | 1 512 735 | 10,42 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 2 251 | 0,27 | 764 | 11,05 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4 221 | 0,00 | 1 433 | 10,74 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 105 | 0,00 | 36 | 9,38 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 2 760 | 0,00 | 937 | 10,76 | ||||
| 2025-08-07 | 13F | Laffer Investments | 1 626 | 552 | ||||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 3 916 | 0,00 | 1 330 | 10,66 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 1 200 | 0,00 | 407 | 10,60 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29 | −19,44 | 10 | −18,18 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13 053 | 9,88 | 4 432 | 21,66 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 12 095 | 0,00 | 4 107 | 10,70 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17 038 | 6 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 650 | 227 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1 646 | 1,23 | 559 | 12,05 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 1 256 | −0,24 | 426 | 10,36 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 28 878 | −0,20 | 9 806 | 10,49 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 551 | −0,70 | 527 | 9,81 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 29 407 | −0,33 | 9 986 | 10,34 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 59 388 | 0,01 | 20 | 11,11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 444 | −14,94 | 151 | −6,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 525 | −0,94 | 858 | 9,73 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 1 744 | 0,00 | 592 | 10,86 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 407 | 4,02 | 12 702 | 15,15 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 3 267 | −3,91 | 1 109 | 6,43 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 333 | 2,32 | 792 | 13,30 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 15 661 | −26,04 | 5 318 | −18,12 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 779 | 265 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 783 548 | −22,48 | 266 070 | −14,18 | ||||
| 2025-07-18 | 13F | Ami Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Security National Bank | 1 925 | 0,00 | 654 | 10,68 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 763 | −51,36 | 2 297 | −46,15 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 73 430 | 1,62 | 24 935 | 12,49 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3 508 | −8,38 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 1 404 | −9,71 | 477 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 585 | 5,18 | 3 934 | 16,43 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 705 | 2 956 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 958 | 0,00 | 325 | 10,92 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 174 860 | −18,54 | 59 377 | −9,82 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 3 684 | 0,00 | 1 251 | 10,62 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 35 477 | −3,26 | 12 047 | 7,09 | ||||
| 2025-08-13 | 13F | Capital International Investors | 3 542 | −17,57 | 1 195 | −8,78 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 861 | 177,35 | 632 | 208,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122 238 | 0,27 | 42 417 | 13,43 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 631 | 214 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 258 | 0,00 | 88 | 10,13 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 543 | −2,69 | 1 203 | 7,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 771 | 161,05 | 3 318 | 189,02 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 625 | 212 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 204 | 0,00 | 749 | 10,65 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 24 963 | −5,82 | 8 477 | 4,26 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 346 676 | 0,48 | 117 721 | 11,23 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 1 170 | −0,34 | 397 | 10,28 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 6 386 | −0,23 | 2 168 | 10,44 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 26 639 | 11,15 | 9 046 | 23,04 | ||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 2 764 | −18,47 | 939 | −9,72 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 742 | 0,13 | 252 | 11,01 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 694 | −46,37 | 236 | −40,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 176 650 | 1,90 | 60 | 11,32 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1 466 | −3,11 | 495 | 7,16 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 029 | 689 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 45 | 0,00 | 15 | 15,38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63 796 | −0,60 | 21 663 | 10,05 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 10 950 | −5,06 | 3 718 | 5,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 395 | −29,31 | 1 832 | −21,75 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 893 | 303 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 138 602 | −0,67 | 42 515 | −5,42 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 558 947 | −3,93 | 189 211 | 6,02 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 797 | −3,16 | 5 364 | 7,22 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 21 557 | 1,68 | 7 320 | 12,56 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-17 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 | 40 104 | −6,62 | 13 931 | 6,46 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 3 464 | 0,00 | 1 176 | 10,73 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 628 | −15,25 | 213 | −6,17 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 75 691 | 4,25 | 25 703 | 15,41 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 030 | −0,49 | 689 | 10,24 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 4 474 | −0,22 | 1 519 | 10,47 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 53 804 | 75,27 | 18 270 | 94,03 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 867 | 0,00 | 294 | 10,94 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1 307 | 6,00 | 454 | 20,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 110 | 0,00 | 615 | 1 760,61 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 5 028 | −0,08 | 1 707 | 10,63 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 1 346 | −0,30 | 457 | 10,14 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 907 | 0,00 | 987 | 10,77 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 99 | 0,00 | 34 | 10,00 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 224 | 0,00 | 755 | 10,70 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 724 | −5,61 | 246 | 4,26 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 710 | 1 260 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 8 841 | −0,35 | 3 002 | 10,33 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 750 | −1,32 | 255 | 9,01 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 745 | 253 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 1 049 | 0,10 | 356 | 10,90 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 22 166 | 2,27 | 7 527 | 13,21 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 7 852 | −0,33 | 2 666 | 10,35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 3 225 | 0,00 | 1 095 | 10,72 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 288 976 | 1,65 | 437 698 | 12,52 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 678 | 0,30 | 230 | 11,11 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 754 | 0,13 | 256 | 10,39 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9 356 | −16,37 | 3 177 | −7,40 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 96 | 0,00 | 33 | 10,34 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4 541 | 11,41 | 1 542 | 23,28 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 11 237 | −1,19 | 3 816 | 9,38 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 402 | −1,17 | 2 174 | 9,36 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 535 883 | 5,34 | 181 970 | 16,61 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 748 | −10,95 | 254 | −1,56 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 23 | 8 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 845 | −0,12 | 287 | 10,42 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 612 | 208 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 5 143 | −1,83 | 1 746 | 8,72 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 1 299 | 0,00 | 441 | 10,80 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 330 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 39 242 | 0,33 | 13 325 | 11,08 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 1 358 | 0,00 | 461 | 10,82 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 1 542 | −4,70 | 524 | 5,44 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 2 500 | 849 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 1 525 | 52,96 | 520 | 70,49 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 421 | 0,07 | 483 | 10,80 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 21 958 | 0,00 | 7 456 | 10,71 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Everhart Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman Core Equity ETF | 8 133 | 22,01 | 2 636 | 21,15 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1 036 | −0,38 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 1 618 | −19,74 | 549 | −11,17 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 827 | −38,79 | 0 | |||||
| 2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 14 660 | −0,35 | 4 978 | 10,33 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 7 937 | −3,93 | 2 695 | 6,35 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 101 | −0,81 | 374 | 9,71 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 39 | 0,00 | 13 | 18,18 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 254 | −8,30 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 195 514 | −1,76 | 66 391 | 8,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 749 361 | 1,57 | 254 460 | 12,44 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 412 | 819 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 483 | −0,76 | 843 | 9,91 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 11 093 | −16,50 | 3 767 | −7,58 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 4 790 | 16,55 | 1 629 | 29,21 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2 167 | 0,00 | 736 | 10,69 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 913 | 0,00 | 310 | 10,71 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 32 274 | 0,61 | 10 959 | 11,38 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1 654 | 0,12 | 562 | 10,87 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 760 | 20,09 | 1 277 | 32,92 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 3 270 | −9,37 | 1 110 | 0,36 | ||||
| 2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 546 | −25,58 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 674 | 0,00 | 229 | 10,68 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 129 | 0,18 | 1 742 | 10,89 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 39 400 | 0,00 | 13 379 | 10,71 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 130 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 0,00 | 87 | 10,26 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 303 806 | 0,02 | 103 164 | 10,72 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 49 633 | 52,81 | 16 854 | 69,17 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 25 598 | 0,00 | 8 692 | 10,71 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 1 200 | 0,00 | 407 | 10,60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 178 911 | 7,82 | 60 753 | 13,64 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 64 881 | 11,09 | 22 032 | 22,98 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 952 | −6,17 | 1 003 | 12,58 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 117 260 | −2,01 | 39 818 | 8,48 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 134 | 4,69 | 46 | 15,38 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 703 | 55,52 | 1 597 | 72,17 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 9 473 | −0,19 | 3 217 | 10,48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144 119 | −1,02 | 48 938 | 9,57 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 1 450 | 0,00 | 492 | 10,81 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 839 | 0,00 | 285 | 10,51 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 177 | 0,00 | 60 | 11,11 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 300 | 0,00 | 102 | 9,78 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 800 | 0,00 | 272 | 10,61 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 4 403 | 148,34 | 1 495 | 175,32 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 915 | 40,12 | 311 | 55,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1 860 | 632 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 071 | −2,69 | 4 439 | 7,72 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 748 | −4,43 | 1 612 | 5,84 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 332 | 0,00 | 113 | 10,89 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 992 | 337 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 25 | 0,00 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 12 862 | 7,99 | 4 368 | 19,55 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 15 461 | −0,40 | 5 250 | 10,27 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 951 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 1 847 | 0,27 | 634 | 12,21 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 048 | 356 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 9 172 | −7,56 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 1 253 | −20,49 | 426 | −12,01 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 213 047 | −1,05 | 72 344 | 9,54 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 84 086 | −2,77 | 28 553 | 7,64 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 630 | 4 968 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 173 | −8,14 | 1 078 | 1,70 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 903 | 0,00 | 307 | 10,47 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 1 015 | 11,05 | 345 | 22,86 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 7 331 | −0,56 | 2 489 | 10,08 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 3 045 | 0,00 | 1 034 | 10,60 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 681 | 910 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 60 643 | −0,11 | 20 593 | 10,58 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 3 318 | 0,27 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 568 | 0,00 | 1 212 | 5,40 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 319 | −0,51 | 2 823 | 17,33 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 725 | −17,14 | 246 | −8,21 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 300 | 0,00 | 781 | 10,78 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 6 690 | 0,00 | 2 272 | 10,67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 942 | −0,63 | 320 | 10,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13 246 | −4,13 | 4 498 | 6,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 415 | −0,98 | 480 | 9,59 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 14 021 | 0,31 | 4 761 | 11,06 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 2 631 | −34,88 | 807 | −17,99 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3 170 | −2,85 | 1 076 | 7,60 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 129 694 | 44 040 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 129 | 45 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 124 251 | −0,38 | 42 192 | 10,28 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 765 | −11,05 | 260 | −1,52 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 643 | 218 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 5 782 | 0,19 | 1 963 | 10,90 |
