Grundläggande statistik
| Institutionella ägare | 1809 total, 1801 long only, 3 short only, 5 long/short - change of 1,86% MRQ |
| Genomsnittlig portföljallokering | 0.6183 % - change of −5,31% MRQ |
| Institutionella aktier (lång) | 263 474 457 (ex 13D/G) - change of −10,64MM shares −3,88% MRQ |
| Institutionellt värde (lång) | $ 50 136 694 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell 1000 Value ETF (US:IWD) har 1809 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 263,475,521 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Jpmorgan Chase & Co, Fmr Llc, Financial Engines Advisors L.L.C., UBS Group AG, Envestnet Asset Management Inc, Baird Financial Group, Inc., and Elliott Investment Management L.P. .
iShares Trust - iShares Russell 1000 Value ETF (ARCA:IWD) 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 202,55 / share. Previously, on September 16, 2024, the share price was 187,62 / share. This represents an increase of 7,96% 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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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Coastline Trust Co | 6 551 | 11,81 | 1 272 | 15,43 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 1 686 | 0,00 | 327 | 3,15 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 1 220 | −44,19 | 237 | −42,34 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 14 328 | −0,03 | 2 783 | 3,19 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10 792 | −4,04 | 2 096 | −0,95 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 13 353 | 0,00 | 2 594 | 3,22 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4 561 | −1,91 | 886 | 1,26 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 476 | 6,99 | 1 258 | 10,46 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 3 199 | 0,00 | 621 | 3,33 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 5 844 | 2,56 | 1 135 | 5,88 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 955 | 0,00 | 380 | 3,27 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 375 944 | −67,97 | 73 020 | −66,94 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 630 | 40,94 | 918 | 57,83 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80 810 | −4,12 | 15 696 | −1,03 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 204 | −6,71 | 1 399 | −3,65 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 336 | −96,43 | 259 | 19,35 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 046 | 203 | ||||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 3 572 | 25,03 | 694 | 29,05 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 108 | −47,83 | 21 | −47,37 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 25 437 | 0,00 | 4 941 | 3,22 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 138 | 0,00 | 27 | 4,00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1 411 | 12,61 | 274 | 16,60 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 14 660 | −0,14 | 2 847 | 3,08 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 339 687 | 716,95 | 65 977 | 743,37 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 19 549 | 1,45 | 3 768 | 6,92 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2 831 | 0,00 | 550 | 3,20 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 658 | −0,73 | 710 | 2,45 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 10 618 | 0,00 | 2 062 | 3,25 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 6 024 | −7,51 | 1 170 | −4,49 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 104 888 | −0,75 | 20 372 | 2,45 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2 967 | 0,00 | 576 | 3,23 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 39 702 | 3,03 | 7 711 | 6,36 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 911 | 6,65 | 1 342 | 10,09 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 900 | −4,26 | 175 | −1,14 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 1 314 | 0,46 | 255 | 3,66 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 242 | 178,16 | 47 | 187,50 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 50 | 10 | ||||||
| 2025-04-28 | NP | James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 155 | −35,00 | 224 | −32,93 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 2 160 | −2,92 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 569 | 499 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 66 | 13 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 5 063 | −3,06 | 983 | 0,10 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 134 765 | 67,96 | 26 175 | 85,23 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 879 | 0,00 | 559 | 3,33 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 11 983 | −2,04 | 2 328 | 1,13 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 280 | 0,36 | 54 | 3,85 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 1 174 | 228 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 12 622 | 20,18 | 2 452 | 24,04 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1 528 | 0,26 | 297 | 3,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 196 965 | 1,79 | 38 256 | 5,08 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 763 | −1,12 | 343 | 2,09 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 796 | 0,11 | 349 | 3,26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 31 797 | −82,20 | 6 183 | −81,61 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 003 | −19,63 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 2 497 | 0,04 | 485 | 3,41 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 59 301 | −1,59 | 11 518 | 1,59 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 58 | 0,00 | 11 | 10,00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 462 | 0,00 | 90 | 3,49 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 29 796 | 0,38 | 5 787 | 3,62 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 900 | 0,00 | 369 | 3,36 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 755 | 2,55 | 1 312 | 5,81 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 24 784 | −8,81 | 4 814 | −5,87 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 122 | 1 009,09 | 23 | 1 000,00 | ||||
| 2025-05-29 | NP | PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares | 1 954 | 368 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 118 409 | 15,68 | 22 999 | 19,41 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 1 709 | −0,93 | 332 | 2,47 | ||||
| 2025-08-13 | 13F | River Road Asset Management, LLC | 130 509 | 25 504 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 227 | 30,54 | 433 | 34,58 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 734 | 9,06 | 143 | 12,70 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 621 | −5,81 | 315 | −1,26 | ||||
| 2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 379 | 11,47 | 2 599 | 16,97 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 25 | 0,00 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 007 | 2,34 | 196 | 5,41 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 4 901 | 0,00 | 952 | 3,15 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 1 373 | 0,00 | 267 | 3,10 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 99 783 | −1,39 | 19 381 | 1,79 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 816 | 2,66 | 547 | 5,81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 996 421 | −4,45 | 388 | −1,53 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 1 340 | −1,47 | 252 | 0,40 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 11 779 | −1,05 | 2 288 | 2,14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 18 178 | 0,50 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 10 013 | 12,87 | 1 945 | 16,48 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 1 605 | 315 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 289 | −23,75 | 445 | −21,28 | ||||
| 2025-07-17 | 13F | City Holding Co | 5 488 | −2,07 | 1 066 | 1,04 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 743 | −30,47 | 339 | −28,24 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 3 155 | 12,64 | 613 | 16,35 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 4 386 | −2,47 | 852 | 0,59 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 30 473 | 27,64 | 5 919 | 31,75 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 7 776 | 0,03 | 1 510 | 3,28 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 2 031 | 0,00 | 394 | 3,14 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 23 629 | −2,34 | 4 590 | 3,71 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 103 | 0,00 | 214 | 3,38 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 180 | 35 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 51 629 | 52,23 | 10 028 | 57,14 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 205 744 | 530,13 | 39 961 | 550,51 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 1 213 | 0,33 | 236 | 3,52 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 9 005 | 0,00 | 1 749 | 3,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 831 | 97,86 | 161 | 103,80 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1 455 | 283 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 28 289 | −3,23 | 5 495 | −0,11 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 690 | −1,43 | 522 | 1,75 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 200 | 0,00 | 39 | 2,70 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 6 116 | 0,00 | 1 188 | 3,22 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 1 144 | 0,00 | 222 | 3,26 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3 550 | 0,00 | 690 | 3,30 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 166 | 6,48 | 226 | 9,71 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 685 | 0,78 | 2 658 | 4,03 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 1 842 | 0,00 | 358 | 3,18 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 38 902 | −2,39 | 7 556 | 0,75 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 6 537 | 0,00 | 1 270 | 3,17 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 31 469 | −5,22 | 6 112 | 101 766,67 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 1 177 | −19,33 | 229 | −16,79 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 590 | 0,44 | 891 | 3,60 | ||||
| 2025-05-07 | 13F | Inlet Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 19 092 | 0,83 | 3 708 | 4,10 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 124 092 | 3,90 | 24 102 | 7,25 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 5 819 | 0,00 | 1 130 | 3,29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 44 658 | −20,78 | 8 748 | −13,18 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 317 | −43,28 | 256 | −41,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 198 | −17,29 | 1 981 | −14,62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 317 375 | 12,70 | 255 874 | 16,33 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Inc | 1 184 | −2,15 | 230 | 0,88 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 3 055 | 1,06 | 575 | 2,68 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 412 793 | 1,72 | 662 867 | 5,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 609 | 113,55 | 701 | 120,82 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 103 | 0,00 | 20 | 5,26 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 063 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 7 836 | 0,00 | 1 522 | 3,19 | ||||
| 2025-08-14 | 13F | Elliott Investment Management L.P. | Put | 5 000 000 | −9,09 | 971 150 | −6,16 | |||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 1 164 | 0,00 | 226 | 3,20 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 1 106 742 | −10,50 | 214 962 | −7,61 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 10 885 | −64,41 | 2 114 | −63,26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 275 282 | 12,68 | 1 024 618 | 16,32 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 21 | −94,49 | 0 | |||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 7 419 | 53,10 | 1 441 | 58,07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7 555 | −1,19 | 1 467 | 2,02 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 2 222 | 0,00 | 436 | 7,65 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 263 | −0,61 | 828 | 2,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 787 837 | −50,49 | 153 022 | −48,90 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 580 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 10 165 | −3,28 | 1 974 | −0,15 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 9 200 | −21,37 | 1 787 | −18,86 | |||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 323 | 259 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 165 225 | 5,46 | 809 012 | 8,87 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 | −99,68 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 489 | 3,16 | 95 | 5,62 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 9 700 | −25,95 | 1 884 | −23,54 | |||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 1 121 | 0,09 | 220 | 4,29 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 19 744 | −3,77 | 3 835 | −0,67 | ||||
| 2025-05-08 | NP | QMLFX - Quantified Market Leaders Fund Investor Class Shares | 86 743 | 134,64 | 16 322 | 190,82 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 479 | 0,00 | 93 | 3,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57 347 | 18,68 | 11 138 | 22,52 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 2 161 | −8,08 | 420 | −2,56 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1 324 | 0,00 | 260 | 11,16 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 279 | 0,00 | 248 | 3,33 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 527 | 0,00 | 102 | 3,03 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 1 189 | 231 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 136 583 | 1 710,73 | 26 529 | 1 770,80 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 338 | −2,26 | 260 | 0,78 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 6 078 | 0,00 | 1 181 | 3,24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 97 103 | −57,24 | 18 860 | −55,86 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 100 | 47,06 | 19 | 58,33 | ||||
| 2025-07-29 | NP | Voya Global Equity Dividend & Premium Opportunity Fund | 49 142 | 118,91 | 9 269 | 112,45 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 375 | 0,00 | 267 | 3,49 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 289 826 | −0,16 | 56 293 | 3,06 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 38 | 0,00 | 7 | 0,00 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 2 336 | 419,11 | 454 | 439,29 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 577 | 0,00 | 112 | 3,70 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 17 279 | 4,29 | 3 356 | 7,64 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 6 145 | −2,88 | 1 194 | 0,25 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 718 | −1,81 | 528 | 1,35 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 538 | −1,40 | 3 018 | 1,75 | ||||
| 2025-05-14 | 13F | Baron Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 2 083 | 18,29 | 405 | 22,05 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 52 150 | 0,97 | 10 129 | 4,23 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 054 | 205 | ||||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 31 649 | −20,81 | 6 147 | −18,26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 140 | 43,26 | 1 581 | 47,80 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 12 150 | −1,21 | 2 360 | 1,94 | ||||
| 2025-08-15 | 13F | Johns Hopkins University | 33 316 | −96,06 | 6 471 | −95,94 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 27 447 | 0,13 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 83 949 | −2,12 | 16 305 | 1,03 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 244 | −35,45 | 47 | −31,88 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 42 734 | 0,44 | 8 300 | 3,69 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 115 | 2,97 | 411 | 7,89 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 7 145 | −1,04 | 1 388 | 2,14 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 2 903 | −30,13 | 564 | −27,91 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 32 134 | 0,43 | 6 241 | 7,01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 5 204 | 54,79 | 1 011 | 59,81 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 147 | −13,02 | 29 | −9,68 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 999 | 1,49 | 5 050 | 4,75 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 1 867 | 0,00 | 363 | 3,13 | ||||
| 2025-07-11 | 13F | Bell Bank | 3 324 | 128,45 | 646 | 136,26 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 818 | −0,88 | 547 | 2,24 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 1 432 | 0,00 | 278 | 3,35 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 15 059 | −20,08 | 2 925 | −17,52 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 10 734 | 0,01 | 2 107 | 10,38 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 487 | −1,15 | 483 | 2,11 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 244 111 | −0,65 | 47 414 | 2,56 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 76 361 | 73,64 | 8 490 | 2,60 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 1 289 595 | 1,41 | 250 478 | 4,68 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 1 811 | 352 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 167 | 28,99 | 421 | 32,91 | ||||
| 2025-03-26 | NP | MBNAX - MainStay Balanced Fund Class A | 53 961 | 59,02 | 10 444 | 63,99 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 330 078 | 1,74 | 64 111 | 5,03 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 43 002 | −1,16 | 8 352 | 2,03 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 74 257 | 9,37 | 14 | 16,67 | ||||
| 2025-07-16 | 13F | American National Bank | 4 768 | 8,12 | 926 | 11,70 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2 092 | 0,43 | 406 | 3,84 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 196 | −22,29 | 232 | −19,72 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 105 | 2,28 | 409 | 5,43 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 76 527 | 0,60 | 14 864 | 3,84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 143 | 10,00 | 28 | 12,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 805 392 | −4,60 | 350 662 | −1,53 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 105 | −0,35 | 603 | 2,90 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3 142 | 0,00 | 610 | 3,21 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 094 | 88,99 | 407 | 95,19 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 145 | 0,00 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 920 | −37,27 | 567 | −35,20 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 2 697 | 0,00 | 524 | 3,16 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 134 600 | 9,44 | 26 143 | 12,97 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 150 | 0,00 | 29 | 3,57 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 33 540 | −2,25 | 6 515 | 0,90 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 116 | 0,00 | 23 | 4,76 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 66 521 | −1,46 | 12 920 | 1,72 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 055 | 0,00 | 205 | 3,03 | ||||
| 2025-05-29 | NP | PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares | 9 379 | 1 765 | ||||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 119 | 0,00 | 23 | 4,55 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1 940 | 0,00 | 377 | 3,01 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 11 177 | −1,47 | 2 171 | 1,69 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 47 156 | 0,00 | 9 159 | 3,23 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 1 263 | 0,00 | 238 | 1,72 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 29 476 | 2,01 | 5 725 | 5,32 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4 196 | −12,16 | 815 | −9,35 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 708 | 0,00 | 138 | 3,76 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 14 479 | 0,00 | 2 812 | 3,23 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 8 362 | 29,70 | 1 624 | 33,88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 29 976 | 0,33 | 5 822 | 3,58 | ||||
| 2025-05-12 | 13F | Capital Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 2 183 | −0,23 | 424 | 2,92 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 154 445 | −17,10 | 29 998 | −14,42 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 56 498 | −0,38 | 10 974 | 2,84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 53 650 | 0,01 | 10 678 | 8,24 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 268 | −0,96 | 441 | 2,33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 57 571 | 12,45 | 11 182 | 16,07 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 343 | 0,30 | 261 | 3,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9 317 | −4,98 | 1 810 | −0,33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6 545 | −4,95 | 1 271 | −1,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 36 | 7 | ||||||
| 2025-08-11 | 13F | Intrust Bank Na | 8 675 | 2,46 | 1 685 | 5,71 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 28 928 | 3,78 | 5 619 | 12,92 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 587 | 0,00 | 308 | 3,36 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 18 930 | 0,00 | 3 677 | 3,23 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 7 920 | 0,00 | 1 538 | 8,85 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 8 603 | 0,00 | 1 671 | 3,21 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 39 | −36,07 | 8 | −36,36 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 2 085 | −0,19 | 405 | 2,80 | ||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 210 233 | 0,00 | 40 834 | 3,23 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 353 | 2,42 | 845 | 5,76 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 098 | −20,14 | 407 | −17,61 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 644 | 10,28 | 902 | 13,89 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 1 717 | 13,56 | 333 | 23,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 865 | −17,98 | 556 | −15,37 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 3 782 | 735 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 39 117 | 0,50 | 7 598 | 3,74 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 306 | 118,39 | 254 | 125,89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 9 522 | −0,43 | 1 849 | 2,78 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2 576 | 0,00 | 485 | 1,68 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1 118 | 0,18 | 217 | 3,83 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 13 979 | −0,22 | 2 715 | 3,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 252 | −6,28 | 437 | −3,32 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 85 895 | −13,55 | 16 683 | −10,76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9 458 | −34,21 | 1 837 | −32,06 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 6 861 | −4,91 | 1 291 | −7,39 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 1 549 | 0,00 | 301 | 3,09 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 431 | 2 803 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 135 | 0,00 | 26 | 4,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5 196 | 0,06 | 1 009 | 3,28 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 503 | 2,25 | 875 | 8,57 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 1 400 | 0,00 | 272 | 3,04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24 067 | 1,18 | 4 675 | 4,45 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 6 551 | −56,50 | 1 | −50,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 246 | 21,18 | 48 | 23,68 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2 189 | 0,09 | 425 | 3,41 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 720 | −0,66 | 1 111 | 2,59 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 527 | 0,00 | 297 | 3,14 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 66 132 | 0,58 | 12 845 | 3,82 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 36 | 0,00 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 775 | −4,95 | 1 122 | −1,92 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 464 | 1,46 | 673 | 4,67 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6 971 | −16,32 | 1 354 | −13,66 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 971 | −3,51 | 577 | −0,35 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 183 | 0,00 | 36 | 2,94 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 2 596 | 0,15 | 504 | 3,49 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 1 678 | 0,84 | 326 | 3,83 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 640 | 7,12 | 319 | 10,42 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 586 | 308 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 58 970 | −2,74 | 11 454 | 0,39 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 48 025 | 4,22 | 9 328 | 7,58 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 58 419 | 60,86 | 11 347 | 66,05 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 3 539 | 0,00 | 687 | 3,31 | ||||
| 2025-05-02 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Pullen Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 876 | 115,47 | 947 | 122,82 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 307 | 0,00 | 254 | 3,27 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 5 543 | 0,02 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 812 | 10,67 | 935 | 14,18 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 2 128 | 0,00 | 413 | 3,25 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 10 399 | −6,54 | 2 020 | −3,54 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 24 260 | 7,45 | 4 781 | 12,52 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 3 043 | −1,84 | 591 | 1,37 | ||||
| 2025-04-29 | NP | PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A | 55 | −94,06 | 11 | −93,20 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 1 484 | 0,00 | 288 | 3,23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 181 584 | 3,50 | 35 269 | 6,84 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 19 378 | 1 285,13 | 3 764 | 1 330,80 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 6 946 | −1,53 | 1 349 | 1,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 473 | 0,00 | 1 451 | 3,20 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 070 | 0,00 | 208 | 2,99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 7 440 | −13,38 | 1 459 | −9,78 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Granite FO LLC | 909 | 0,33 | 176 | 3,53 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 234 | 0,00 | 240 | 3,02 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 88 728 | 20,35 | 17 236 | 25,60 | ||||
| 2025-05-29 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 7 719 | 0,00 | 1 452 | 1,61 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 397 | 0,00 | 660 | 3,13 | ||||
| 2025-08-13 | 13F | Dodge & Cox | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 427 355 | 16,01 | 83 005 | 19,76 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 58 | 0,00 | 11 | 10,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 879 | 0,00 | 171 | 3,03 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 750 | 0,81 | 1 505 | 4,08 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 21 103 | 7,14 | 4 099 | 10,61 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 215 741 | −0,33 | 41 903 | 2,88 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 1 398 | 0,00 | 272 | 3,42 | ||||
| 2025-04-14 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 794 158 | 1,53 | 154 249 | 4,81 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 99 | 1,02 | 19 | 5,56 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 1 497 | 0,00 | 291 | 3,20 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 3 884 | −2,19 | 754 | 0,94 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 698 | −19,40 | 4 797 | −15,43 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3 918 | 0,10 | 761 | 3,26 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 7 364 | 1,33 | 1 430 | 4,61 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 15 629 | 0,00 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 899 | −4,48 | 563 | −1,40 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 8 845 | 0,00 | 1 718 | 3,19 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 185 | 0,00 | 36 | 2,94 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 2 057 | 18,63 | 400 | 22,39 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 3 732 | 0,00 | 725 | 3,13 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1 855 | −0,59 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 7 254 | −3,25 | 1 409 | −0,14 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 6 485 | 6,02 | 1 269 | 16,65 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4 120 | 0,86 | 808 | 12,38 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 8 179 | −5,19 | 1 589 | −2,16 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 2 324 | 0,00 | 451 | 3,20 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9 770 | 3,50 | 1 898 | 6,81 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 2 322 | 0,00 | 451 | 3,44 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 280 992 | 3,28 | 54 577 | 6,61 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 417 125 | 0,52 | 81 018 | 3,76 | ||||
| 2025-08-28 | NP | TWEIX - Equity Income Fund Investor Class This fund is a listed as child fund of American Century Companies 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 | 341 471 | −27,64 | 66 324 | −25,31 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 143 | 0,00 | 28 | 3,85 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 003 | 195 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 190 246 | 33,46 | 36 952 | 37,77 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 1 660 | 0,42 | 322 | 3,87 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1 106 | −11,16 | 216 | −1,37 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 50 | 10 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 410 | 0,00 | 2 022 | 3,22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 742 | 727 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 389 | 16,01 | 2 212 | 19,96 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select Diversified Value Fund Class A | 34 700 | −2,25 | 6 740 | 0,90 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 29 678 | 0,00 | 5 764 | 3,22 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 181 897 | 35 330 | ||||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 60 000 | 0,00 | 11 654 | 3,22 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65 580 | 0,79 | 12 738 | 4,03 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 23 702 | −18,63 | 4 604 | −16,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 4 | 1 | ||||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 23 660 | −0,83 | 4 596 | 2,36 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 250 | 0,00 | 49 | 2,13 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 540 810 | 0,30 | 105 041 | 3,54 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1 460 | 284 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 23 935 | 3,06 | 4 649 | 6,36 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 135 455 | −0,47 | 26 309 | 2,75 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 15 727 | 4,66 | 3 055 | 8,03 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 116 215 | 0,79 | 22 572 | 4,04 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 262 | −7,68 | 245 | −4,67 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 377 | −0,14 | 850 | 3,16 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 677 377 | 0,33 | 131 567 | 3,57 | ||||
| 2025-07-28 | NP | PWTAX - UBS U.S. Allocation Fund Class A | 56 382 | −27,39 | 10 635 | 13,04 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 19 905 | 3 866 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 582 | −1,69 | 113 | 1,80 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 925 | −4,39 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 739 | −0,40 | 338 | 2,74 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 398 545 | 36,20 | 77 409 | 40,60 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19 806 | 3 847 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 65 852 | 1,53 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 1 442 | 280 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 633 | −16,60 | 900 | −13,97 | ||||
| 2025-07-18 | 13F | jvl associates llc | 10 211 | 0,00 | 1 983 | 3,23 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 201 | 39 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 4 089 | 0,44 | 794 | 3,79 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 235 130 | 13,47 | 45 669 | 17,14 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 67 422 | 2,82 | 13 095 | 6,14 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 10 795 | 14,27 | 2 031 | 16,19 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 15 787 | −11,57 | 3 066 | −8,72 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 27 892 | −12,42 | 5 417 | −9,60 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 1 294 | −99,21 | 243 | −99,20 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2 823 | 1,80 | 548 | 5,18 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25 800 | 5 011 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 123 | 24 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 623 | −4,64 | 315 | −1,56 | ||||
| 2025-08-05 | 13F | Allstate Corp | 2 250 | 437 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 23 649 | 55,87 | 4 450 | 58,44 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3 705 | 0,00 | 1 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 214 | −0,89 | 624 | 2,30 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 26 248 | 16,87 | 5 098 | 20,63 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 35 | −5,41 | 7 | −14,29 | ||||
| 2025-04-16 | 13F | Everpar Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 146 | 2,60 | 1 401 | 6,30 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 70 286 | 13 652 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 48 770 | −1,86 | 9 494 | 1,53 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 22 061 | −6,23 | 4 285 | −3,21 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 43 422 | 5,92 | 8 434 | 9,33 | ||||
| 2025-07-09 | 13F | Emprise Bank | 3 801 | 0,00 | 738 | 3,22 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 29 735 | −1,78 | 5 775 | 1,39 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 14 547 | −2,02 | 2 825 | 1,15 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 312 802 | −2,31 | 60 756 | 0,84 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 32 057 | 1,43 | 6 226 | 4,71 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1 425 | 8,45 | 277 | 11,74 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 265 | −0,63 | 246 | 2,51 | ||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Peloton Wealth Strategists | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 5 696 | 0,00 | 1 106 | 3,27 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 5 089 | 0,45 | 988 | 3,67 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 3 213 | −18,60 | 624 | −15,90 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 388 | −43,69 | 270 | −41,90 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 7 842 | −0,92 | 1 523 | 2,28 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 166 126 | 28,83 | 32 267 | 32,99 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 107 795 | −1,43 | 20 937 | 1,75 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 77 351 | 10,83 | 15 024 | 14,40 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 190 | 36 | ||||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 16 413 | −27,42 | 3 188 | −25,08 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 56 382 | 10 951 | ||||||
| 2025-07-16 | 13F | Newton One Investments LLC | 51 562 | 0,31 | 10 015 | 3,55 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22 500 | 2,99 | 4 234 | 4,67 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 3 126 | 0,00 | 607 | 3,23 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 19 692 | −0,40 | 3 825 | 2,80 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 6 049 | 0,00 | 1 204 | 12,95 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 1 353 | 0,00 | 263 | 3,15 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 13 926 | −81,73 | 2 705 | −81,14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 19 945 | −7,98 | 3 874 | −5,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 723 508 | 4,54 | 917 447 | 7,91 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 1 148 | −7,94 | 223 | −5,13 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 1 130 | −28,62 | 219 | −26,26 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 791 | 0,00 | 348 | 3,27 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17 939 | −3,08 | 3 484 | 0,06 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 2 013 | 0,90 | 391 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 15 145 | 10,19 | 2 942 | 13,73 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 117 | −0,75 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 4 695 | 0,00 | 912 | 3,17 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 49 711 | 0,54 | 9 354 | 2,19 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 214 900 | 420,48 | 40 436 | 429,05 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 5 693 | 0,00 | 1 106 | 3,17 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 8 390 | −4,65 | 1 630 | −1,57 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 1 331 | 0,00 | 259 | 3,20 | ||||
| 2025-03-17 | 13F/A | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 2 259 | −3,17 | 439 | 0,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 695 | 3,85 | 523 | 7,17 | ||||
| 2025-08-04 | 13F | Balentine LLC | 2 498 | 83,27 | 485 | 89,45 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 106 | 0,00 | 21 | 5,26 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 519 494 | −8,55 | 100 901 | −5,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 249 | 7,83 | 631 | 11,29 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 1 655 | 1,85 | 321 | 5,25 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 11 875 | −2,25 | 2 306 | 0,92 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 398 755 | −0,09 | 77 | 2,67 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 941 | −7,04 | 1 306 | −5,50 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 7 721 | 0,05 | 1 500 | 3,24 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 14 466 | 1,62 | 2 810 | 4,89 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 84 | 16 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1 175 | 0,09 | 228 | 7,55 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 1 048 | 203 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 11 108 | 0,55 | 2 158 | 3,80 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 150 | 0,58 | 1 971 | 3,85 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 42 972 | −6,90 | 8 347 | −3,89 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 1 165 | 0,17 | 226 | 3,67 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 002 | −3,61 | 777 | −0,51 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 651 | 0,00 | 709 | 3,35 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 4 409 | 856 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 543 | −19,45 | 3 796 | −16,85 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1 475 | −1,01 | 286 | 2,14 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 12 375 | −11,18 | 2 404 | −8,32 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 29 | 0,00 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 1 751 | 0,00 | 343 | 3,95 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 1 134 | 0,00 | 220 | 3,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 150 301 | −11,81 | 29 193 | −8,97 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 653 | 0,00 | 321 | 3,23 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 7 149 | 0,00 | 1 389 | 3,20 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 147 | 0,00 | 29 | 3,70 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 344 | 0,00 | 67 | 3,13 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 | 79 200 | −35,03 | 14 436 | −38,81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 16 769 | −0,64 | 3 257 | 9,59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 46 | 2,22 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 69 353 | −0,11 | 13 470 | 3,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 805 | 10,10 | 6 372 | 13,65 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 46 105 | 2,59 | 8 974 | 10,67 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 159 | 1,67 | 614 | 4,97 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 1 055 | 205 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 6 658 | −85,18 | 1 312 | −84,47 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 125 357 | −16,74 | 24 348 | −14,05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 763 | 0,00 | 148 | 3,50 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 307 | 87,20 | 0 | |||||
| 2025-08-29 | NP | AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A | 6 539 | 46,65 | 1 270 | 51,37 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 35 820 | 5,98 | 6 957 | 9,40 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 15 593 | −13,98 | 3 029 | −11,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 917 | 0,42 | 372 | 3,62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 64 351 | 0,27 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 32 558 | −1,34 | 6 324 | 1,84 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 483 | 0,00 | 94 | 3,33 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 25 546 | 4 962 | ||||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 1 424 | 0,00 | 277 | 3,37 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 7 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 10 117 | 0,00 | 1 965 | 3,26 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 734 | 31,55 | 1 308 | 35,72 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6 140 | 0,43 | 1 192 | 3,65 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 046 | −48,17 | 203 | −47,68 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 922 | 0,00 | 179 | 3,47 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1 430 | 8,09 | 278 | 11,69 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES | 9 935 | −4,28 | 1 930 | −1,18 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 16 146 | 146,24 | 3 136 | 154,34 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 183 | 0,00 | 230 | 3,15 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 335 | 2,75 | 1 036 | 6,15 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 391 343 | −6,11 | 76 011 | −3,08 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 1 820 | 0,44 | 353 | 3,82 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 5 712 | 4,56 | 1 109 | 7,98 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 165 484 | 27 389,04 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Matisse Capital | 2 010 | 0,05 | 390 | 3,45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 80 022 | −25,45 | 15 057 | −24,23 | ||||
| 2025-05-29 | NP | PRAE - PlanRock Alternative Growth ETF | 4 255 | 48,15 | 801 | 50,66 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 411 | 10,04 | 468 | 13,59 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 2 617 | 0,00 | 508 | 3,25 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 1 890 | 20,15 | 367 | 24,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 841 679 | −4,53 | 1 717 319 | −1,45 | ||||
| 2025-06-25 | NP | NAWGX - Voya Global Equity Fund Class A | 16 955 | 5 628,04 | 3 090 | 5 321,05 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 248 | −7,46 | 631 | −4,55 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 284 | 0,00 | 55 | 3,77 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 70 | 0,00 | 14 | 0,00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2 306 | −10,79 | 448 | −8,02 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 201 | −18,85 | 233 | −16,19 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 776 | −1,32 | 539 | 1,89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 2 337 | −64,56 | 454 | −63,47 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 4 320 | 0,00 | 839 | 3,33 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14 716 | 0,01 | 2 858 | 3,25 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 14 315 | 5,72 | 2 780 | 9,15 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 62 | −70,48 | 12 | −69,23 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 2 517 | 0,68 | 489 | 3,83 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 175 | −12,77 | 228 | −9,88 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 1 799 | 2,98 | 349 | 6,40 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 994 176 | 1,75 | 193 099 | 5,03 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 218 | 0,46 | 42 | 5,00 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 34 599 | −50,57 | 6 720 | −48,98 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17 140 | 40,69 | 3 329 | 45,24 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 2 401 | −6,06 | 466 | −2,92 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 4 076 | 0,00 | 792 | 3,26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 33 810 | 5,72 | 6 567 | 9,12 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 17 805 | 0,00 | 3 458 | 3,22 | ||||
| 2025-05-08 | 13F | Seizert Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 1 218 | −45,70 | 237 | −44,08 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 12 199 | −3,61 | 2 370 | −0,50 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 758 071 | −0,01 | 1 701 080 | 3,21 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 97 425 | 1 791,38 | 20 136 | 1 977,92 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 82 474 | −0,18 | 16 019 | 3,04 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 52 620 | −1,11 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 266 109 | 1,94 | 51 686 | 5,23 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 91 | 0,00 | 18 | 0,00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 469 | −4,20 | 674 | −1,17 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 1 743 | 0,17 | 339 | 3,36 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4 983 | 2,68 | 968 | 5,91 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 95 343 | 18 518 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 395 517 | −1,30 | 76 821 | 1,88 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 10 498 | 51,75 | 2 039 | 56,73 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 1 076 | 202 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 1 531 | 298 | ||||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 2 230 | 6,14 | 433 | 9,62 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 1 423 | 0,00 | 276 | 3,37 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 28 944 | −0,69 | 5 622 | 2,50 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 2 364 | −35,74 | 459 | −33,67 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 7 468 | 56,14 | 1 451 | 61,29 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 2 670 | −29,35 | 519 | −27,14 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 472 | −5,22 | 92 | −2,15 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 16 382 | 4,68 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 077 | −12,86 | 822 | −25,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 1 306 | 0,38 | 254 | 3,69 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1 715 | 0,00 | 333 | 3,42 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 13 889 | 2 698 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 615 | 6,24 | 1 479 | 9,72 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 4 | 1 | ||||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 1 050 | 204 | ||||||
| 2025-08-08 | 13F | King Wealth | 1 720 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 1 427 | 0,00 | 269 | 0,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 8 950 | −3,88 | 1 738 | −0,74 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 27 574 | 8,32 | 5 356 | 11,82 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 51 141 | 3,59 | 9 933 | 6,93 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 6 446 | 0,05 | 1 252 | 3,22 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 51 488 | 107,15 | 10 001 | 113,86 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 1 551 | 0,00 | 301 | 3,44 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 451 753 | −9,50 | 87 744 | −6,58 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 740 452 | 4,38 | 143 818 | 7,75 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 12 215 | −0,89 | 2 373 | 2,29 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 13 825 | 2 685 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 5 342 | 0,04 | 1 037 | 3,29 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 1 649 | 0,00 | 320 | 3,23 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 475 | 0,00 | 92 | 3,37 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 956 | 0,00 | 380 | 2,99 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3 353 | 0,57 | 651 | 3,83 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 085 | 2,94 | 599 | 6,39 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 11 047 | 2,73 | 2 146 | 6,03 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 68 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Next Level Private LLC | 8 880 | 0,09 | 1 725 | 3,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 599 784 | 0,88 | 1 281 871 | 4,14 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 106 | 0,00 | 21 | 5,26 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 085 | 1 182 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 16 920 | 0,04 | 3 286 | 3,27 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 266 | 0,38 | 52 | 4,08 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4 430 | 5,35 | 860 | 8,72 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 4 151 | 0,02 | 806 | 3,33 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 136 | 0,00 | 26 | 4,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 316 | −0,03 | 644 | 3,21 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 126 | 0,00 | 24 | 4,35 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 235 | 0,09 | 434 | 3,33 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 048 | 0,02 | 786 | 3,29 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −667 | −23,07 | −130 | −20,86 | |||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1 346 | 0,37 | 262 | 3,57 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 736 | −13,85 | 337 | −11,08 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 669 | 0,17 | 1 878 | 3,41 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 407 | 1 | ||||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 17 410 | −31,88 | 3 431 | −28,64 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 1 550 | 0,00 | 301 | 3,44 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 1 335 | 0,45 | 0 | |||||
| 2025-05-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 15 677 | −91,66 | 2 950 | −91,52 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 3 763 | −18,37 | 740 | −14,76 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 26 254 | 0,34 | 5 099 | 3,58 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 5 117 | 0,00 | 994 | 3,22 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 1 229 | −2,85 | 239 | 0,42 | ||||
| 2025-07-25 | 13F | Summa Corp. | 13 379 | 2 599 | ||||||
| 2025-08-14 | 13F | Eagle Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 629 | 0,00 | 122 | 3,39 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 20 475 | −0,17 | 3 977 | 3,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 329 246 | 2,18 | 63 949 | 5,47 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 985 | 28,50 | 585 | 34,17 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 573 | −5,90 | 4 967 | −2,86 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1 536 | 0,00 | 298 | 3,11 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2 170 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 79 720 | 2,59 | 15 484 | 5,90 | ||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 409 | 0,00 | 77 | 1,33 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 | 2 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 312 | 0,08 | 1 032 | 3,31 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 092 | −20,18 | 211 | −17,90 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 130 861 | 25 417 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2 231 | −1,67 | 433 | 1,64 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 8 104 | 0,00 | 1 574 | 3,28 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 467 | −4,11 | 91 | −1,10 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 2 146 | 0,00 | 417 | 3,23 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 95 411 | −1,87 | 18 532 | 1,30 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 121 332 | −20,11 | 23 566 | −17,53 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 1 915 | −0,36 | 360 | 1,41 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 38 057 | 6,35 | 7 392 | 9,77 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 2 621 | 0,00 | 509 | 3,25 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 29 555 | 139,78 | 5 740 | 147,52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 94 854 | 2,12 | 18 341 | 5,40 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 254 | 2,01 | 49 | 6,52 | ||||
| 2025-08-13 | 13F | Capital International Investors | 5 945 | −31,96 | 1 150 | −29,38 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 2 268 | 0,00 | 441 | 3,29 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 187 | 223 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 112 827 | 3,26 | 21 914 | 6,60 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 5 044 | −54,30 | 980 | −52,84 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2 001 | −11,30 | 389 | −8,49 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 38 854 | −1,43 | 7 547 | 1,75 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4 557 | −8,24 | 885 | −5,25 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4 975 | −16,67 | 966 | −13,98 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 13 432 | 1,31 | 2 609 | 4,57 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 7 552 | −12,09 | 1 467 | −9,28 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 2 520 | 0,00 | 489 | 3,16 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 057 | 205 | ||||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 12 909 | −6,89 | 2 507 | −3,91 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 14 587 | −6,37 | 2 833 | −3,34 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 66 727 | −2,95 | 12 903 | 0,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 144 397 | 5,37 | 28 | 12,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 015 | 391 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 976 | 0,51 | 189 | 3,85 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 122 | 0,00 | 24 | 4,55 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 65 | 0,00 | 13 | 0,00 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 181 690 | 8 806,37 | 35 290 | 9 113,84 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 67 545 | 1,83 | 12 709 | 3,49 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 127 | 0,00 | 25 | 4,35 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 684 | −94,53 | 2 852 | −94,35 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 064 | 35,17 | 401 | 39,37 |
