Grundläggande statistik
| Institutionella ägare | 2354 total, 2341 long only, 2 short only, 11 long/short - change of 3,11% MRQ |
| Genomsnittlig portföljallokering | 0.8761 % - change of 4,23% MRQ |
| Institutionella aktier (lång) | 202 487 815 (ex 13D/G) - change of −4,04MM shares −1,96% MRQ |
| Institutionellt värde (lång) | $ 82 748 691 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) har 2354 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 202,487,868 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Fmr Llc, Jpmorgan Chase & Co, UBS Group AG, Envestnet Asset Management Inc, Northern Trust Corp, Wells Fargo & Company/mn, and LPL Financial LLC .
iShares Trust - iShares Russell 1000 Growth ETF (ARCA:IWF) 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 464,53 / share. Previously, on September 16, 2024, the share price was 365,63 / share. This represents an increase of 27,05% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
Upgrade to unlock premium data.
| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-12-06 | BlackRock, Inc. | 400,000 | 400,000 | 0.00 | 69.00 | -17.17 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2544 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 10 096 | −0,04 | 4 287 | 17,52 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 2 910 | 10,52 | 1 236 | 30,00 | ||||
| 2025-08-05 | 13F | Core Alternative Capital | 232 | −7,20 | 99 | 8,89 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 629 | 0,00 | 267 | 18,14 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 1 347 | 0,00 | 572 | 17,49 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 809 | −18,44 | 768 | −4,00 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 1 085 | 0,00 | 461 | 17,65 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 486 | −5,89 | 631 | 10,70 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 904 | 0,11 | 384 | 17,48 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 15 590 | 5,80 | 6 619 | 24,39 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 720 | −22,41 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 218 309 | 5,62 | 92 690 | 24,19 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 571 | 0,00 | 242 | 17,48 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 979 | 1,22 | 1 265 | 19,02 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 2 379 | −0,08 | 1 010 | 17,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 216 816 | 1,02 | 92 056 | 18,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 462 | 2 459 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5 896 | −3,47 | 2 503 | 13,51 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 2 510 | 0,00 | 1 083 | 19,43 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 1 253 | 0,00 | 1 | |||||
| 2025-08-27 | NP | OALGX - Optimum Large Cap Growth Fund Class A | 10 516 | −15,07 | 4 465 | −0,16 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 313 | 0,00 | 133 | 16,81 | ||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 509 | 1 111,90 | 201 | 1 328,57 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 3 342 | −54,64 | 1 421 | −46,58 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 191 | 0,17 | 506 | 17,72 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 495 | 210 | ||||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 3 569 | 20,25 | 1 515 | 41,46 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Life Planners | 1 387 | −2,80 | 589 | 14,17 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 1 197 | 0,00 | 508 | 17,59 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 1 621 | −12,24 | 688 | 3,30 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 50 341 | 0,00 | 21 374 | 17,58 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 159 | −2,44 | 917 | 14,64 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1 642 | −0,97 | 697 | 16,56 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 956 | 345 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 246 | 0,00 | 104 | 18,18 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 1 185 | −6,03 | 503 | 10,55 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 5 486 | −11,40 | 2 329 | 4,21 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 121 425 | −0,13 | 51 555 | 17,43 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 20 053 | 0,95 | 8 661 | 17,45 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 1 200 | 0,00 | 509 | 17,55 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 1 543 | 0,00 | 655 | 17,59 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 1 050 | 0,00 | 446 | 17,41 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 1 025 | −2,57 | 435 | 14,78 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 56 061 | 6,43 | 23 802 | 25,15 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 502 | 213 | ||||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 355 | −3,56 | 575 | 13,41 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 10 597 | 23,38 | 4 499 | 45,08 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 1 235 | 0,00 | 524 | 17,75 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2 136 | 0,95 | 907 | 18,59 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 525 | 223 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13 443 | 5,86 | 5 708 | 24,47 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 3 855 | 0,00 | 1 637 | 17,53 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 58 225 | 1,53 | 24 721 | 19,38 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 2 322 | −5,76 | 986 | 10,80 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 343 | 2,51 | 1 419 | 20,56 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 7 324 | −15,19 | 3 077 | −1,35 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 538 | 0,00 | 228 | 17,53 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 26 | 11 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 520 | 221 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 34 567 | −4,56 | 14 677 | 12,22 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 115 114 | 0,08 | 48 875 | 17,68 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 6 981 | 36,67 | 2 964 | 60,68 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 636 | 0,00 | 1 119 | 17,67 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 36 237 | 57,24 | 15 385 | 90,74 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 858 | −0,14 | 1 213 | 17,42 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 1 071 | 0,00 | 455 | 17,62 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 269 | 5,04 | 3 086 | 23,54 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 2 723 | 13,79 | 1 156 | 33,80 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7 220 | 27,74 | 3 066 | 50,25 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 8 518 | 0,00 | 3 617 | 17,59 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 578 | 0,87 | 245 | 18,93 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5 708 | −41,06 | 2 424 | −30,71 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 135 310 | 7,64 | 57 450 | 26,57 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 105 008 | 244,19 | 44 601 | 304,68 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 989 | −0,15 | 844 | 17,39 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 421 | −8,62 | 3 150 | 7,44 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 22 | 0,00 | 9 | 28,57 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 36 | 0,00 | 15 | 25,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 603 | −0,50 | 256 | 17,43 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 234 | −13,07 | 949 | 2,16 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 034 | 0,00 | 439 | 17,69 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 20 601 | −1,52 | 8 747 | 15,80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 524 | −0,12 | 66 032 | 17,44 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 52 | 19 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3 799 | −8,81 | 1 | 0,00 | ||||
| 2025-04-29 | 13F | Truist Financial Corp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Code Waechter LLC | 3 040 | 0,00 | 1 291 | 128 900,00 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 222 | 0,00 | 519 | 17,46 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 3 805 | −0,31 | 1 616 | 17,20 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 657 | −12,63 | 279 | 2,58 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 184 | 2,42 | 503 | 20,38 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 476 | 202 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 33 | 14 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 364 | −19,48 | 579 | −5,40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 615 | 29,82 | 686 | 52,56 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 926 | −6,46 | 393 | 10,08 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 61 884 | 0,49 | 26 275 | 18,16 | ||||
| 2025-05-14 | 13F | Edgewood Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11 363 | −5,88 | 4 825 | −0,50 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 49 234 | −6,36 | 20 904 | 10,10 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 915 | −5,05 | 1 238 | 11,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 104 704 | −3,15 | 894 | 13,90 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 750 | 0,00 | 318 | 17,78 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 671 | 30,79 | 2 408 | 38,25 | ||||
| 2025-08-14 | 13F | Wedgewood Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 10 136 | 6,67 | 4 303 | 25,45 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 630 | −8,62 | 1 117 | 7,41 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 496 | 211 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 7 267 | −3,36 | 2 624 | −13,08 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 44 896 | −1,59 | 19 062 | 15,71 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 88 | 0,00 | 37 | 19,35 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 18 173 | −1,83 | 7 716 | 12,28 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 7 751 | −2,06 | 3 291 | 15,16 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 489 | 0,00 | 208 | 17,61 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 749 | 0,00 | 318 | 17,78 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3 160 | 27,16 | 1 342 | 49,50 | ||||
| 2025-05-08 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 912 | −38,25 | 387 | −27,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 12 453 | −1,32 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 096 | 17,47 | 465 | 38,39 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 816 | 343 | ||||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 677 | 0,00 | 287 | 17,62 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 725 | 0,00 | 308 | 17,62 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 4 349 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16 381 | −7,87 | 6 955 | 8,33 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 918 | −5,94 | 390 | 10,51 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 674 | 0,00 | 1 985 | 17,61 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 583 | −0,02 | 2 370 | 17,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 37 589 | 1,83 | 15 960 | 19,73 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 362 | 0,00 | 578 | 17,72 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3 463 | −14,87 | 1 470 | 0,14 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15 464 | 486,65 | 6 566 | 590,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 482 | 20,20 | 205 | 41,67 | ||||
| 2025-05-12 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 188 769 | −1,27 | 80 155 | 16,09 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 530 | 225 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 330 | 0,00 | 565 | 17,50 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 14 673 | 32,50 | 6 230 | 55,76 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 249 | 0,00 | 955 | 17,49 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 790 | 3,50 | 1 609 | 21,71 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 2 885 | 4,11 | 1 225 | 22,40 | ||||
| 2025-07-17 | 13F | City Holding Co | 17 414 | −3,06 | 7 393 | 14,00 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 818 | 9,07 | 347 | 28,52 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 36 749 | −5,56 | 15 603 | 11,05 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1 681 | −2,10 | 714 | 15,00 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 699 | −5,80 | 297 | 10,86 | ||||
| 2025-08-21 | NP | MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class | 7 678 | 3 260 | ||||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 906 | 0,00 | 385 | 17,43 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 79 | 0,00 | 33 | 17,86 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 704 | −1,81 | 299 | 15,50 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1 861 | 0,05 | 790 | 17,73 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 6 363 | 0,00 | 2 702 | 17,59 | ||||
| 2025-04-25 | 13F | Peregrine Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 14 298 | 23,80 | 6 071 | 45,56 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 22 626 | 0,00 | 9 606 | 119 975,00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 766 | 330,73 | 750 | 406,08 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 2 288 | 44,08 | 972 | 69,46 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 3 577 | 13,59 | 1 519 | 33,51 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 3 633 | 0,00 | 1 543 | 17,62 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10 598 | −1,63 | 4 500 | 15,66 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3 521 | −0,62 | 1 495 | 16,81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 810 | −8,06 | 344 | 7,86 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13 237 | −0,15 | 5 620 | 17,43 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9 658 | −0,09 | 4 100 | 17,48 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 188 677 | 2,25 | 80 108 | 20,23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 1 458 | 0,00 | 619 | 17,68 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 505 | 216 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 745 | −0,78 | 8 383 | 16,67 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 3 852 | 0,18 | 1 635 | 17,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11 012 | −7,94 | 4 675 | 8,24 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 665 839 | 4,40 | 282 702 | 22,75 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Inc | 1 215 | 0,00 | 516 | 17,58 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 1 372 | −50,61 | 583 | −41,97 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 899 | 0,11 | 382 | 17,59 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 26 953 | −15,31 | 11 462 | 0,69 | ||||
| 2025-05-16 | 13F | Fred Alger Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 112 830 | 0,44 | 1 321 645 | 18,10 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 3 113 | −0,80 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 2 242 | 11,21 | 952 | 30,81 | ||||
| 2025-08-11 | 13F | Harold Davidson & Associates Inc. | 647 | 275 | ||||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2 047 | 0,00 | 869 | 17,59 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 100 | 0,00 | 42 | 16,67 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 6 118 | −82,10 | 2 598 | −78,96 | ||||
| 2025-07-28 | NP | VCBCX - Blue Chip Growth Fund | 25 008 | 16,12 | 9 989 | 17,53 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4 069 | −30,71 | 1 728 | −18,54 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12 591 | −0,40 | 5 346 | 17,11 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 729 778 | 15,78 | 1 159 009 | 36,14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 696 428 | −53,98 | 295 691 | −45,89 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 2 038 | 0,00 | 856 | 16,46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 874 | 0,00 | 371 | 17,78 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 482 | −0,44 | 1 903 | 17,11 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 102 | 187,73 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 45 129 | 46,02 | 19 272 | 70,09 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 1 969 | 0,00 | 836 | 17,61 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 500 | −25,71 | 212 | −12,76 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 1 456 | 0,00 | 618 | 17,71 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 46 557 | 9,48 | 19 767 | 37,92 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 140 | −6,69 | 1 333 | 9,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 489 415 | 6,38 | 1 481 536 | 25,09 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 838 | 0,00 | 356 | 17,55 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 442 | 0,00 | 188 | 17,61 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 202 | −42,94 | 1 345 | −34,13 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 16 914 | 0,00 | 7 181 | 17,59 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 112 659 | −1,79 | 47 833 | 15,47 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 403 | 605 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 6 459 | 0,00 | 2 742 | 17,58 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 697 | 7,47 | 747 | 26,40 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 701 | 0,00 | 298 | 17,39 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1 353 | −2,87 | 574 | 14,12 | ||||
| 2025-07-18 | 13F | United Bank | 3 349 | 0,00 | 1 422 | 17,54 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 70 | −81,23 | 30 | −78,36 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1 416 | −17,67 | 601 | −3,22 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 610 | −1,89 | 12 147 | 15,37 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2 167 | 0,00 | 921 | 16,88 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 12 044 | 1,25 | 5 114 | 19,07 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 829 | 352 | ||||||
| 2025-07-18 | 13F | Ami Asset Management Corp | 67 154 | 225,22 | 28 512 | 282,40 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 39 084 | 3,88 | 16 594 | 18,81 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 150 588 | 0,31 | 63 937 | 17,95 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 237 | 0,00 | 101 | 17,65 | ||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 626 | −2,05 | 1 555 | 20,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 725 | −4,75 | 732 | 12,10 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 1 804 | 0,00 | 766 | 17,51 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 40 602 | 530,56 | 17 239 | 641,42 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 5 564 | 0,00 | 2 362 | 17,57 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 21 318 | 2,86 | 9 051 | 20,95 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 266 | 0,00 | 113 | 16,67 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 205 | −99,44 | 87 | −99,34 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 270 073 | 1,53 | 114 667 | 19,39 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 700 | 0,00 | 297 | 17,86 | ||||
| 2025-04-14 | 13F | Outlook Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 2 000 | 0,00 | 849 | 17,59 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 494 | 210 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 610 | 259 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 11 020 | −2,19 | 4 679 | 15,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 36 024 | −5,07 | 15 295 | 11,62 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 81 818 | 1,42 | 34 738 | 19,26 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 54 260 | 14,45 | 23 038 | 34,57 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 5 410 | −1,99 | 2 297 | 15,25 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 821 | 0,00 | 349 | 17,57 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 22 | 0,00 | 9 | 28,57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 22 261 | 1,56 | 9 451 | 19,41 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7 240 | 0,00 | 3 074 | 17,56 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 789 | 17,24 | 335 | 37,45 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 077 | 0,00 | 457 | 17,78 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 3 852 | 7,15 | 1 635 | 25,96 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 6 299 | −1,39 | 2 674 | 14,13 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 1 450 | 13,28 | 616 | 33,12 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 1 225 | 0,00 | 520 | 17,65 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 44 636 | 4,60 | 18 951 | 22,99 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 538 | 226 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 227 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 48 493 | −19,91 | 20 589 | −5,83 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 14 950 | 0,00 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 670 | −4,38 | 1 558 | 12,49 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 877 | −6,45 | 4 312 | 9,66 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 865 | 0,00 | 367 | 17,63 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 019 | 5,93 | 433 | 11,92 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 13 978 | 2,74 | 5 935 | 20,81 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 554 | 72,28 | 680 | 115,87 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1 220 | 0,99 | 518 | 18,58 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 5 615 | 10,31 | 2 384 | 29,78 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1 232 | 0,00 | 528 | 18,69 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 15 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37 842 | −7,17 | 16 067 | 9,15 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 739 | 0,00 | 314 | 8,68 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 389 | 0,00 | 590 | 17,56 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 280 | 0,61 | 2 666 | 18,33 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2 246 | 0,09 | 954 | 17,65 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 700 | −3,74 | 722 | 13,19 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 113 274 | 5,15 | 48 094 | 23,64 | ||||
| 2025-08-21 | NP | MXLGX - Great-West Large Cap Growth Fund Investor Class | 95 414 | 40 511 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 610 | 0,00 | 259 | 17,27 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 3 215 | 157,41 | 1 365 | 202,66 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 861 | −1,71 | 366 | 15,51 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 499 104 | −3,62 | 211 910 | 13,33 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 752 | 0,00 | 320 | 17,71 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 956 | −9,56 | 0 | |||||
| 2025-08-13 | 13F | Sands Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 2 048 | −8,24 | 870 | 7,95 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 082 | −10,78 | 1 733 | 4,90 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 361 | 0,00 | 578 | 17,52 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 428 014 | 9,44 | 181 726 | 28,68 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 412 | 4,83 | 600 | 23,25 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1 126 | −10,92 | 473 | 3,73 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 10 534 | 0,00 | 4 473 | 17,59 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 751 | −5,25 | 743 | 11,39 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6 368 | −1,32 | 2 704 | 16,01 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 54 635 | −4,20 | 23 | 15,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 2 362 | 0,00 | 1 013 | 21,78 | ||||
| 2025-07-16 | 13F | American National Bank | 733 | −31,56 | 311 | −19,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 378 | 55,45 | 1 434 | 82,91 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 9 640 | −9,01 | 4 093 | 6,98 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 46 214 | 0,70 | 19 622 | 18,41 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1 703 | 0,00 | 723 | 17,75 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 297 | 20,47 | 2 249 | 41,71 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8 825 | −0,52 | 3 747 | 16,95 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 712 | −0,30 | 2 425 | 17,26 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 795 | 26,22 | 2 036 | 48,43 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6 559 | −4,29 | 2 785 | 12,53 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 519 | 0,97 | 220 | 18,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 262 727 | −5,57 | 536 135 | 11,04 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 551 | 0,00 | 659 | 17,50 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 134 | −34,63 | 57 | −24,32 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 27 | 0,00 | 11 | 22,22 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 18 262 | 3,73 | 7 754 | 21,96 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 15 554 | 0,41 | 6 604 | 18,08 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1 096 | 0,00 | 465 | 17,72 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2 152 | −2,05 | 914 | 15,13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 305 750 | −1,61 | 129 815 | 15,69 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 58 215 | 0,94 | 24 717 | 18,68 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5 033 | 43,27 | 2 137 | 68,45 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 2 476 | 0,00 | 1 051 | 17,56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 667 | −4,27 | 7 077 | 12,57 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 630 | 27,62 | 3 664 | 50,10 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 48 | 0,00 | 20 | 17,65 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 24 039 | 0,00 | 10 206 | 17,58 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1 560 | 0,00 | 662 | 17,58 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 627 | −7,66 | 266 | 8,57 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 28 264 | 0,00 | 12 000 | 17,59 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 11 755 | 0,08 | 4 991 | 17,66 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 8 059 | 0,49 | 3 422 | 18,13 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 23 589 | −1,14 | 10 015 | 16,25 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2 208 | −10,68 | 972 | 8,97 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 711 | 0,00 | 302 | 5,96 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 581 381 | −57,95 | 246 843 | −50,55 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 947 | −0,32 | 402 | 17,20 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 666 | 0,00 | 283 | 17,50 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 47 058 | −0,43 | 19 980 | 17,08 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72 213 | 0,11 | 30 660 | 17,72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 298 | 127 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 078 | 1,13 | 3 430 | 6,92 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 29 116 | −0,17 | 12 362 | 17,39 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 8 028 | −0,55 | 3 408 | 16,95 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 1 870 | −46,39 | 794 | −36,93 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 290 | 0,00 | 548 | 17,63 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 281 103 | 3,93 | 119 351 | 26,25 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 16 286 | 0,00 | 6 915 | 17,59 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 4 476 | −0,20 | 1 900 | 17,36 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6 228 | −11,88 | 2 644 | 7,04 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 528 | 224 | ||||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 18 724 | −1,53 | 7 950 | 15,79 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 149 | 5,70 | 488 | 24,23 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 846 | 0,00 | 359 | 17,70 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 695 | −4,33 | 1 144 | 12,49 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1 270 | 4,35 | 539 | 22,78 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 11 701 | 0,00 | 4 968 | 17,59 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 13 344 | −0,48 | 5 666 | 17,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 29 983 | −18,22 | 12 730 | −3,84 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 358 | −5,03 | 577 | 11,63 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 311 | 2 292,31 | 132 | 3 200,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 963 | −2,23 | 5 504 | 14,96 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class | 14 886 | 142,32 | 5 375 | 117,96 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1 909 | 0,00 | 689 | −10,05 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 913 | 0,00 | 388 | 17,63 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1 437 | 0,07 | 610 | 17,76 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 630 | 0,00 | 267 | 17,62 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 271 | 1,23 | 3 936 | 19,06 | ||||
| 2025-08-14 | 13F | Qalhat Capital Ltd | 250 930 | 10,46 | 106 540 | 29,88 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 037 | 0,00 | 2 139 | 17,60 | ||||
| 2025-08-12 | 13F | Main Management LLC | 915 | −56,96 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 84 016 | 1,10 | 35 672 | 18,88 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 24 320 | −19,60 | 10 326 | −5,46 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 13 431 | −55,12 | 5 703 | −47,23 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 764 | 0,00 | 749 | 17,61 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 407 | 28,52 | 20 526 | 51,15 | ||||
| 2025-05-13 | 13F | Redmond Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 093 | 1 887,27 | 464 | 2 342,11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 89 833 | −4,93 | 38 141 | 11,79 | ||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 1 471 | 0,00 | 625 | 17,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 544 | 385,46 | 3 203 | 470,94 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 144 | −8,61 | 774 | −19,63 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 7 490 | 100,00 | 3 180 | 135,21 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 50 | 0,00 | 21 | 16,67 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 8 395 | −3,67 | 3 564 | 13,29 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 7 050 | 0,00 | 2 993 | 17,60 | ||||
| 2025-09-11 | NP | CFGRX - The Growth Fund Shares | 11 100 | −51,70 | 4 889 | −42,00 | ||||
| 2025-07-24 | 13F | Conning Inc. | 24 087 | 0,00 | 10 227 | 17,58 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 137 | 1,79 | 31 902 | 19,68 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 305 | 2,57 | 1 828 | 17,27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 018 | −1,23 | 1 706 | 16,14 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 18 840 | −97,61 | 8 | −97,18 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 17 808 | −4,82 | 7 561 | 11,93 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 163 | 11,64 | 69 | 32,69 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 274 | 0,00 | 541 | 17,39 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 5 285 | −10,32 | 2 244 | 5,45 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1 051 | −0,28 | 446 | 17,37 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 20 764 | −5,56 | 8 816 | 11,03 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 125 | 525,00 | 53 | 657,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 044 | −1,32 | 3 415 | 16,04 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1 700 | 0,29 | 722 | 17,81 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 58 600 | 72,10 | 24 880 | 102,36 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 1 915 | 0,00 | 813 | 17,66 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 425 | −2,97 | 180 | 13,92 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 1 797 | 0,00 | 763 | 17,59 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 1 390 | 0,00 | 502 | −10,22 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 36 469 | −0,40 | 15 484 | 17,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 53 998 | −2,58 | 22 927 | 14,55 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 725 | 0,00 | 308 | 17,62 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 754 | −6,80 | 320 | 9,59 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 194 | −9,20 | 507 | −4,17 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 529 | 225 | ||||||
| 2025-05-02 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Boston Common Asset Management, LLC | 718 | 0,00 | 305 | 17,37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | Put | 400 | 170 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 290 695 | 39,49 | 123 423 | 64,01 | ||||
| 2025-05-07 | 13F | Sather Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 759 | 2,43 | 0 | |||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 2 806 | −1,89 | 1 191 | 15,41 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 10 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 928 | 6,73 | 5 489 | 25,50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 3 935 | 74,89 | 1 671 | 105,67 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 98 426 | −0,59 | 41 776 | 16,85 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 77 754 | −13,19 | 33 | 3,13 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 6 808 | −6,11 | 2 891 | 10,39 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4 695 | −2,82 | 1 993 | 14,28 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17 987 | 5,35 | 7 918 | 28,43 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2 008 | 4,37 | 853 | 22,77 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 8 882 | −0,97 | 3 771 | 16,46 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 321 | −3,93 | 986 | 12,96 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 652 | 277 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 643 | 698 | ||||||
| 2025-07-11 | 13F | Baugh & Associates, LLC | 510 | −26,09 | 217 | −13,25 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 021 | −5,11 | 433 | 11,60 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 893 | 51,10 | 379 | 77,93 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 11 152 | −1,30 | 4 735 | 16,06 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 19 918 | 2 181,56 | 8 457 | 2 584,44 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 545 | 231 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 2 518 | −82,83 | 1 069 | −79,81 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2 175 | 0,00 | 923 | 17,58 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 1 877 | 0,05 | 797 | 17,58 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 116 | 0,00 | 49 | 19,51 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 476 161 | 9,74 | 202 168 | 29,04 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 30 | −43,40 | 13 | −36,84 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 395 | 7,81 | 592 | 26,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 618 | 0,50 | 1 122 | 23,16 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 50 338 | −0,93 | 21 373 | 16,49 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 323 | 0,00 | 137 | 18,10 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 73 049 | 4,21 | 31 015 | 22,54 | ||||
| 2025-04-21 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 120 556 | −0,34 | 51 186 | 17,18 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 1 174 | 0,00 | 519 | 22,41 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 1 874 | −0,85 | 796 | 16,57 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 291 | −1,63 | 973 | 15,71 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 3 350 | −5,63 | 1 422 | 11,01 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 451 | 0,00 | 196 | 16,77 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 175 | −5,26 | 1 773 | 11,38 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 354 660 | 0,41 | 150 582 | 18,06 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 7 154 | 44,23 | 3 037 | 303 600,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1 137 | 483 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 766 | 0,00 | 325 | 17,75 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 428 | −8,43 | 2 305 | 7,66 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 485 | 206 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 14 919 | −4,03 | 6 | 20,00 | ||||
| 2025-07-29 | NP | JHBCDX - Blue Chip Growth Fund Class NAV | 150 000 | −40,00 | 59 914 | −39,27 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 2 987 | 0,00 | 1 268 | 17,63 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 2 573 | 0,00 | 1 092 | 17,55 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 184 | 0,00 | 78 | 18,18 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2 394 | 0,93 | 1 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 671 | 1 134 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 283 | 478,78 | 413 | 54,31 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 5 984 | 2,26 | 2 669 | 29,45 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 096 | 8,35 | 3 013 | 27,41 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 15 287 | 1,48 | 6 491 | 19,32 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 871 | 8,32 | 8 012 | 27,38 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 203 692 | 0,04 | 86 483 | 17,63 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 33 245 | −22,69 | 14 115 | −9,10 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 130 208 | 0,00 | 55 284 | 17,59 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 141 890 | 1,67 | 60 243 | 19,54 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 2 103 | 111,78 | 893 | 149,16 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 47 | 0,00 | 20 | 18,75 | ||||
| 2025-08-25 | NP | MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 11 811 | 139,62 | 5 015 | 179,18 | ||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 1 337 | 568 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 515 | 0 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 81 050 | −10,21 | 34 412 | 5,57 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 9 | 0,00 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 481 | 18,20 | 9 545 | 37,93 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 33 934 | −6,67 | 14 401 | 9,69 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 27 784 | 0,00 | 11 797 | 17,58 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 14 265 | 0,10 | 6 057 | 17,71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 81 135 | 5,16 | 34 448 | 23,65 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 16 896 | 0,76 | 7 174 | 18,48 | ||||
| 2025-05-30 | NP | Jp Morgan Access Multi-strategy Fund Llc | 10 | 0,00 | 4 | −25,00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 | 2 200 | −63,93 | 934 | −57,58 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 3 196 | −5,61 | 1 357 | 10,97 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 203 | 0,00 | 86 | 17,81 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 998 | 424 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 355 429 | 4,85 | 149 884 | 22,45 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 226 | 0,00 | 96 | 17,28 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 1 365 | −37,67 | 580 | −26,71 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 240 | 0,00 | 102 | 17,44 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 229 000 | 0,00 | 97 229 | 17,58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 036 | 7,24 | 2 268 | 37,14 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 1 624 | −31,48 | 690 | −19,42 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 858 | −1,53 | 1 638 | 15,84 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 64 778 | 0,00 | 27 503 | 17,58 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 12 349 | −0,29 | 5 243 | 17,24 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 18 733 | 1 497,02 | 7 954 | 1 780,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 120 325 | 12,13 | 51 087 | 31,85 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 541 | 230 | ||||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 633 | 0,00 | 269 | 17,54 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 432 | −10,37 | 183 | 5,17 | ||||
| 2025-05-30 | NP | MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class | 5 859 | 26,41 | 2 116 | 13,65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 6 696 | −13,51 | 2 843 | 1,68 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 15 382 | 6 531 | ||||||
| 2025-07-23 | 13F | Penney Financial, LLC | 1 103 | 0,00 | 468 | 17,59 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 4 237 | −1,99 | 1 799 | 15,26 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 24 751 | 14,71 | 11 | 42,86 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 538 | 0,00 | 228 | 17,53 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 795 | 338 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 221 168 | −35,19 | 93 906 | −23,79 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 22 351 | 0,88 | 9 490 | 18,61 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 563 612 | −2,01 | 239 298 | 15,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 529 | −98,76 | 225 | −98,54 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 257 | 0,00 | 109 | 18,48 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 347 | −82,78 | 996 | −79,76 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 42 700 | −0,68 | 18 | 20,00 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 802 | 340 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 648 | −10,00 | 275 | 5,38 | ||||
| 2025-07-18 | 13F | jvl associates llc | 9 112 | 3,82 | 3 869 | 22,06 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 349 293 | 3,14 | 148 303 | 21,28 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 690 | 0,00 | 293 | 17,27 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 2 111 | 0,00 | 896 | 17,59 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 224 830 | 95 458 | ||||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 2 036 | 0,00 | 864 | 17,55 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 452 | −2,16 | 190 | 12,50 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2 839 | 0,00 | 1 205 | 17,56 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 550 | 234 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 130 761 | −2,05 | 55 518 | 15,17 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 5 761 | −10,83 | 2 446 | 4,84 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 972 | −11,48 | 413 | 4,30 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 836 | 4,62 | 780 | 23,06 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 864 | 0,00 | 312 | 0,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 | −97,35 | 2 | −97,06 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 568 | 21,61 | 1 288 | 9,34 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 8 132 | −1,63 | 3 452 | 15,64 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6 673 | 2,93 | 2 833 | 21,07 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 273 | −26,42 | 116 | −22,30 | ||||
| 2025-04-16 | 13F | Everpar Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 700 | 722 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11 074 | 25,29 | 4 702 | 47,32 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 76 674 | −0,27 | 32 554 | 17,27 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 465 | 0,00 | 197 | 4,23 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3 344 | 1,00 | 1 420 | 18,74 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6 622 | −3,58 | 2 812 | 13,39 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9 614 | 0,05 | 4 039 | 14,55 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 51 969 | 0,00 | 22 | 22,22 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 18 782 | 4,88 | 7 975 | 23,32 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 194 | 83 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 862 | 5 461 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 97 528 | −19,99 | 41 408 | −5,92 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 5 167 | 28,09 | 2 194 | 50,62 | ||||
| 2025-07-09 | 13F | Emprise Bank | 4 594 | 0,00 | 1 951 | 17,61 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 277 | −77,36 | 543 | −74,20 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 908 | 0,05 | 810 | 17,59 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 48 | 0,00 | 20 | 17,65 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8 455 | −0,76 | 3 590 | 16,68 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1 441 | 0,07 | 612 | 17,69 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 92 951 | −2,55 | 39 465 | 14,59 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1 952 | 829 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 953 | 12,65 | 405 | 32,46 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27 341 | 0,45 | 11 608 | 18,11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 396 411 | −3,22 | 168 308 | 13,80 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 7 281 | −0,61 | 3 091 | 16,86 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3 320 | −2,78 | 1 410 | 14,27 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 789 | 0,00 | 335 | 17,96 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 424 | −26,79 | 604 | −13,96 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 12 163 | −1,45 | 5 164 | 15,89 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 4 445 | −0,49 | 1 887 | 17,06 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 26 083 | −26,01 | 11 | −8,33 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 6 816 | −2,15 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 101 366 | 0,14 | 43 038 | 17,75 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 1 055 | −1,49 | 448 | 15,80 | ||||
| 2025-05-07 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 127 | −68,25 | 55 | −62,33 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 82 574 | −1,79 | 35 059 | 15,48 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 22 419 | 4,29 | 9 519 | 22,64 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 7 842 | −27,75 | 3 330 | −15,05 | ||||
| 2025-04-14 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 598 | 32,90 | 6 355 | 19,50 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 3 313 | −14,50 | 1 407 | 0,50 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 1 087 | 0,00 | 462 | 17,60 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 713 | −0,41 | 734 | 18,04 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 001 | 0,00 | 1 274 | 17,64 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 11 325 | 4 808 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2 038 | 0,00 | 865 | 17,69 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 875 | −46,25 | 372 | −36,80 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7 997 | 0,09 | 3 395 | 17,68 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 997 | 0,00 | 423 | 17,50 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 499 599 | −9,49 | 212 | 6,53 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2 124 | 49,79 | 902 | 75,98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 362 956 | 0,30 | 154 104 | 17,93 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 514 | 218 | ||||||
| 2025-08-13 | 13F | Standard Family Office LLC | 380 | 0,00 | 161 | 17,52 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 986 | 243,55 | 419 | 305,83 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 1 895 | −0,84 | 805 | 16,52 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 049 456 | −1,18 | 2 143 898 | 16,19 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 415 | −13,63 | 1 875 | 1,57 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2 915 | 0,59 | 1 238 | 18,26 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 920 | 0,00 | 1 664 | 17,60 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 560 | 0,00 | 238 | 17,33 | ||||
| 2025-04-29 | 13F | REDW Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 75 918 | −1,46 | 27 413 | −11,40 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 4 | 2 | ||||||
| 2025-07-22 | 13F | Legacy Trust | 4 711 | −61,52 | 2 000 | −54,75 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 28 705 | −2,54 | 12 188 | 14,59 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 2 440 | 0,00 | 1 036 | 17,48 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10 453 | 7,35 | 4 438 | 26,26 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 554 | 235 | ||||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 964 | 409 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1 893 | 16,64 | 804 | 37,26 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 9 325 | −2,50 | 3 959 | 14,65 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 18 069 | 0,76 | 7 672 | 18,47 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 455 | −2,15 | 193 | 15,57 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JB Capital LLC | 1 656 | 2,79 | 703 | 21,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 070 | 4,80 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 2 610 | 0,00 | 1 108 | 17,62 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 2 290 | 62,99 | 972 | 91,72 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 2 232 | −0,93 | 948 | 16,48 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 61 333 | −11,81 | 26 041 | 3,70 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 304 | 104,03 | 129 | 143,40 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5 146 | 1,42 | 2 185 | 19,21 | ||||
| 2025-08-04 | 13F | Balentine LLC | 5 535 | 0,00 | 2 350 | 17,62 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 161 954 | −3,13 | 68 762 | 13,91 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2 779 | 0,00 | 1 180 | 17,55 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 23 182 | 0,05 | 9 843 | 17,64 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 31 068 | −3,69 | 13 191 | 13,24 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 1 731 | 0,00 | 735 | 17,44 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 11 702 | −2,77 | 4 226 | −12,56 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 102 | 468 | ||||||
| 2025-07-24 | 13F | Insight Inv LLC | 5 626 | 0,00 | 2 389 | 17,58 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 3 005 | 1 276 | ||||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 1 367 | 0,00 | 580 | 17,65 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 955 | −22,98 | 405 | −9,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22 540 | −19,84 | 9 570 | −5,74 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 7 657 | −0,91 | 3 251 | 16,52 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 5 845 | −0,85 | 2 482 | 16,59 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 2 171 | 0,00 | 922 | 17,62 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24 505 | 4,97 | 10 404 | 23,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 991 | −2,03 | 8 488 | 15,19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 106 | 21,84 | 45 | 45,16 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 088 | −8,19 | 5 981 | 7,96 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 513 | 218 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 1 414 | −0,77 | 601 | 16,93 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 3 431 | −2,14 | 1 457 | 15,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 151 533 | 7,38 | 64 338 | 26,26 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 1 371 | −1,08 | 582 | 16,40 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 144 | 0,00 | 61 | 17,65 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 471 | 33,05 | 200 | 56,69 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 19 114 | −3,30 | 8 115 | 13,70 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 9 589 | 4 071 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 803 | −58,78 | 341 | −51,64 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 742 | 0,13 | 315 | 17,60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 145 | 0,00 | 62 | 17,31 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 740 | 0,00 | 314 | 17,60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 74 | 0,00 | 33 | 23,08 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 379 | 0,26 | 161 | 17,65 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 12 083 | 0,00 | 5 130 | 21,31 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 866 | −2,36 | 2 915 | 14,81 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 27 | 0,00 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 888 | −0,22 | 377 | 17,45 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 62 127 | −1,53 | 26 378 | 15,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 820 | 3,02 | 348 | 21,25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37 458 | −7,44 | 15 904 | 8,83 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 066 | −6,30 | 877 | 10,18 | ||||
| 2025-06-23 | NP | PPUMX - LargeCap Growth Fund I R-3 | 85 900 | −23,78 | 31 507 | −31,70 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 1 675 | −4,56 | 711 | 12,32 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 53 685 | 4,55 | 23 779 | 26,95 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 6 165 | 1,36 | 2 618 | 19,23 | ||||
| 2025-04-23 | 13F | Lazari Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 3 707 | 0,27 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 460 | 1,99 | 1 044 | 20,00 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 427 907 | −0,25 | 181 681 | 17,29 | ||||
| 2025-08-07 | 13F | Nwam Llc | 30 868 | −50,44 | 13 589 | −39,58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 344 | −11,58 | 571 | 4,01 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 9 996 | 1,14 | 4 244 | 18,95 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 352 | 0,13 | 998 | 17,69 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 706 | 0,00 | 300 | 17,72 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 749 | 0,00 | 318 | 14,39 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 10 830 | 0,04 | 4 598 | 17,66 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 913 | 0,00 | 388 | 17,63 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 527 | 0,00 | 224 | 17,37 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 622 | −10,77 | 1 538 | 4,91 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 809 | −0,12 | 343 | 17,47 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 843 | 1,05 | 1 632 | 18,79 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 194 | 8,35 | 792 | −2,58 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 622 | 1,10 | 3 661 | 18,87 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 1 075 | 0,09 | 457 | 17,83 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 64 815 | −5,24 | 27 519 | 11,42 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 1 165 | 84,92 | 495 | 117,62 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 497 | 70,31 | 636 | 73,97 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 631 | 33,99 | 1 542 | 57,57 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9 695 | −0,25 | 4 116 | 17,30 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 578 | 0,00 | 246 | 17,79 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 1 798 | 0,00 | 763 | 17,57 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 3 122 | 0,00 | 1 326 | 17,57 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 600 | −33,33 | 255 | −27,22 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 534 | 227 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3 234 | 52,76 | 1 373 | 79,71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 345 | 19,66 | 571 | 40,99 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 212 | 1,08 | 515 | 18,98 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 4 838 | −0,29 | 2 054 | 17,25 | ||||
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 2 109 | −42,35 | 895 | 59,82 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 704 689 | 42 358,01 | 4 | −99,72 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 15 550 | 0,08 | 6 602 | 17,68 |
